Podcasts about Benchmark

Knowledge Project: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Bill Gurley spent years on Wall Street, built his career as a partner at Benchmark, worked through Uber's hypergrowth era, and now serves on the board of the Santa Fe Institute, where he studies complexity and systems thinking. In this episode, Bill shares the mental models he returns to most, including systems thinking, second- and third-order effects, and the importance of understanding both the bedrock of your field and the bleeding edge. He explains what separates great founders, why storytelling and product instincts matter, how he uses AI across different models, and what he sees coming in open source, China, stablecoins, tokenization, payments, and venture capital.  ------ Timestamps: (00:00) Key Mental Models (02:02) Investing Journey and Key Players (05:21) Knowing the Bedrock of the Industry (08:50) Obsessive Learning in Founders (10:04) The Silent Edge (11:44) Surprising AI Use (13:13) The Future of AI Models (14:17) Global AI Regulation (18:12) Impacts of AI on Investing (19:53) Are There Limitations on Training AI Models? (23:04) Would You Sit in the Back Seat While Your Tesla Drives? (24:15) Non-Consensus Opinions (24:53) Are We Overfunding this Buildout? (29:40) The Role of Retail Investors and Tokenization (34:26) What is a Stablecoin? (37:58) Competitive Mode: Visa and Mastercard (39:55) AI and Debt Analysis (45:05) The Craft of Storytelling and Writing (48:07) Founder Advantage: Product Instinct (50:12) Real World Lessons from Working With Uber (52:10) Inside Benchmark's Success (59:42) What is Success for You? ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish: X: ⁠⁠⁠⁠⁠⁠https://x.com/shaneparrish⁠ Insta: ⁠https://www.instagram.com/farnamstreet/⁠ LinkedIn: ⁠https://www.linkedin.com/in/shane-parrish-050a2183/⁠ Follow Bill Gurley LinkedIn: https://www.linkedin.com/in/billgurley/ X: https://x.com/bgurley?lang=en Check out Runnin' Down a Dream: How to Thrive in a Career You Actually Love ------ Thank you to the sponsors for this episode: +CoinShares: Delivering Reason to Digital Asset Investing. ⁠https://coinshares.com/⁠ +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes +HeyGen is a message-first AI video platform that helps people and AI agents turn ideas into professional video in minutes. Try for free at https://www.heygen.com/ +LMNT: My go-to zero sugar electrolytes — get a free LMNT Sample Pack here: DrinkLMNT.com/TKP Learn more about your ad choices. Visit megaphone.fm/adchoices

Escucha martes y viernes la opinión de Jorge A. Meléndez.

The European Central Bank has announced its first interest rate increase in almost three years, raising its benchmark rate as it seeks to tackle rising inflation across the eurozone.     The move comes amid growing concerns over the impact of the conflict in the Middle East on global energy prices and the wider economy, and it's a decision that will have real consequences for mortgage holders, savers and households already facing cost-of-living pressures.    To help us understand what this latest ECB decision means for Ireland, and what could lie ahead for borrowers and the wider economy, Alan Morrissey was joined by Ennis native and Assistant Professor of Social Policy at University College Dublin, Micheál Collins. Image (c) claudiodivizia via Canva

Adam Maguire, Business staff

Michael Iannuzzi, Partner and Franchise Practice Leader at Citrin Cooperman, joins host Brendon Dennewill to unpack the financial and operational fault lines that quietly derail growing franchise systems. From the tension between top-line and bottom-line incentives to the infamous "100-unit ceiling," Michael brings a practitioner's lens to unit economics, royalty self-sufficiency, and the decisions leaders delay until it's too late. If you're scaling a franchise brand and wondering when to rebuild your systems, hire your next leader, or fire yourself from your current role, this episode delivers the framework.What You'll LearnWhy franchisors and franchisees have competing financial interestsThe metric that signals when real growth beginsWhat the "100-unit ceiling" looks like in practiceWhen to fire yourself as a founderHow to build a tech stack from day oneWhat private equity actually looks for in a franchise systemThe rule of threes and tens in franchise growthResources MentionedIFA (International Franchise Association)Restaurant Leadership Conference  Franchise and Fitness Conference (Chicago) Citrin Cooperman Franchise Practice QuickBooks / XERO  FDD (Franchise Disclosure Document) Franchisee Advisory Council (FAC) The Rule of Threes and Tens - Growth framework referenced by CEO of Rakuten Is your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizationsA clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not)Let's ConnectSubscribe to the RevOps Champions NewsletterLinkedInYouTubeExplore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!

Começar na área de Produto é empolgante, mas também desafiador. No episódio de hoje, Rubia e Su compartilham 10 dicas valiosas que elas gostariam de ter recebido no primeiro ano como Product Managers.  Descubra como entender o contexto antes de entregar, a importância das pessoas antes das features, como aprender seu produto como uma usuária, e por que a execução consistente é sua principal moeda no início da carreira. Além disso, reflita sobre como construir a PM que você quer ser.  Destaques do episódio:  Como criar um plano de 30-60-90 dias alinhado com seu gestor.  A importância de investir tempo conhecendo seu time e stakeholders.  Benchmark como ferramenta de onboarding.  A relevância de uma entrega E2E para demonstrar autonomia.  Expor-se além da zona de conforto para crescer como profissional.  Se você está começando na área de Produto ou conhece alguém que está, este episódio é para você! 

Bill Gurley spent years on Wall Street, built his career as a partner at Benchmark, worked through Uber's hypergrowth era, and now serves on the board of the Santa Fe Institute, where he studies complexity and systems thinking. In this episode, Bill shares the mental models he returns to most, including systems thinking, second- and third-order effects, and the importance of understanding both the bedrock of your field and the bleeding edge. He explains what separates great founders, why storytelling and product instincts matter, how he uses AI across different models, and what he sees coming in open source, China, stablecoins, tokenization, payments, and venture capital.  ------ Timestamps: (00:00) Key Mental Models (02:02) Investing Journey and Key Players (05:21) Knowing the Bedrock of the Industry (08:50) Obsessive Learning in Founders (10:04) The Silent Edge (11:44) Surprising AI Use (13:13) The Future of AI Models (14:17) Global AI Regulation (18:12) Impacts of AI on Investing (19:53) Are There Limitations on Training AI Models? (23:04) Would You Sit in the Back Seat While Your Tesla Drives? (24:15) Non-Consensus Opinions (24:53) Are We Overfunding this Buildout? (29:40) The Role of Retail Investors and Tokenization (34:26) What is a Stablecoin? (37:58) Competitive Mode: Visa and Mastercard (39:55) AI and Debt Analysis (45:05) The Craft of Storytelling and Writing (48:07) Founder Advantage: Product Instinct (50:12) Real World Lessons from Working With Uber (52:10) Inside Benchmark's Success (59:42) What is Success for You? ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish: X: ⁠⁠⁠⁠⁠⁠https://x.com/shaneparrish⁠ Insta: ⁠https://www.instagram.com/farnamstreet/⁠ LinkedIn: ⁠https://www.linkedin.com/in/shane-parrish-050a2183/⁠ Follow Bill Gurley LinkedIn: https://www.linkedin.com/in/billgurley/ X: https://x.com/bgurley?lang=en Check out Runnin' Down a Dream: How to Thrive in a Career You Actually Love ------ Thank you to the sponsors for this episode: +CoinShares: Delivering Reason to Digital Asset Investing. ⁠https://coinshares.com/⁠ +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes +HeyGen is a message-first AI video platform that helps people and AI agents turn ideas into professional video in minutes. Try for free at https://www.heygen.com/ +LMNT: My go-to zero sugar electrolytes — get a free LMNT Sample Pack here: DrinkLMNT.com/TKP Learn more about your ad choices. Visit megaphone.fm/adchoices

What a pleasure to learn from one of the best in our industry! Gregor Murray joined Scotty O at the Salsify Digital Shelf Summit in Atlanta in May. What an eye opening conversation from the Chief "So What" Officer for Digital Commerce Global! We talked through his presentation at DSS and of the BENCHMARK system that they have created and how the big US companies are doing? The Always Off Brand is always a Laugh & Learn!    FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email   GUEST: Gregor Murray  LinkedIn: https://www.linkedin.com/in/gregormurray/ Website: https://www.dcg.ai/ QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon. Hayley lives in North Carolina.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music "Office Party" available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   "Always Off Brand" is part of the Quickfire Podcast Network and produced by Quickfire LLC.  

Escucha martes y viernes la opinión de Jorge A. Meléndez.

Einsparpotenziale von 30 bis 40 Prozent bei Gewerbeversicherung, Geschäftsversicherung und Firmenversicherung: Die meisten Unternehmen haben ihre Betriebsversicherungen irgendwann abgeschlossen – und seitdem nie wieder wirklich hinterfragt. Dabei zahlen viele zu viel, sichern veraltete Risiken ab oder haben schlicht keine aktuelle Marktvergleichsbasis. In dieser Sondersendung des #KIundTECH-Podcasts zeigt Alexander Schubert, Inhaber der Assekuranz Schubert, wie der kostenlose Versicherungs-Benchmark seiner Assekuranz funktioniert – und warum Einsparpotenziale von 30 bis 40 Prozent keine Seltenheit sind. Ein praxisnaher Beitrag in ein Thema, das direkt auf Ihr Betriebsergebnis einzahlt.Warum sollten Sie dieses Interview nicht verpassen?Sie erfahren, warum auch aktuelle Versicherungsverträge häufig veraltet sind – und wie ein Benchmark schnell Klarheit schafft.Alexander Schubert zeigt an konkreten Beispielen, bei welchen Versicherungsarten das größte Sparpotenzial liegt.Sie lernen, warum Cyberdeckung heute für nahezu jeden Gewerbetreibenden relevant ist – unabhängig von Größe und Branche.Sie verstehen, wie Fuhrparkversicherungen durch alternative Deckungskonzepte deutlich günstiger werden können.Sie erfahren, wie Assekuranz Schubert – als einer der wenigen Anbieter mit Zulassung in Deutschland und der Schweiz – auch grenzüberschreitend tätige Unternehmen optimal betreut.Weiterführende Links:Kostenloser Versicherungs-Benchmark: https://www.linkedin.com/in/assekuranz-schubert/ Über #KIundTECH – der KIundTECH Podcast:Hier erfährst Du mehr: https://kiundtech.com/ Vernetze dich mit Holger Winkler auf LinkedIn: https://www.linkedin.com/in/holger-winkler/

today we discuss a comprehensive evaluation of the artificial intelligence landscape in early 2026, highlighting a shift from simple generation to advanced agentic reasoning. While OpenAI's GPT-5.4 is recognized for its structured logic and superior production-grade coding, Google's Gemini 3.1 leads in massive context processing and native multimodal integration. The reports emphasize a narrowing performance gap, noting that open-source models like GLM-5 and DeepSeek V4 now rival proprietary systems at a fraction of the cost. Benchmark data from 2026 indicates that choosing a model now depends more on specific workflow needs and ecosystem compatibility than on raw intelligence. Additionally, some independent research suggests that high-profile releases like Meta's Llama 4 may struggle to meet expectations in specialized coding tasks compared to its predecessors. These sources collectively map the economic and technical divergence between high-cost professional tools and affordable, ubiquitous AI utilities.

Jacob Lauritzen serves as the CTO at Legora, the fastest growing B2B enterprise company in history; hitting $100 million in ARR in just 18 months . Legora boasts a valuation of $5.6BN and has raised a total of $866 million in funding. Legora's investors include the likes of Accel, Benchmark, and Bessemer Venture Partners, alongside strategic tech giants NVIDIA (NVentures) and Salesforce Ventures. AGENDA:  05:01 - How to Hire the Best Product Talent in 2026 06:21 - The New Product Bottleneck: Shifting Beyond Code Creation 09:24 - System Design vs. Code Creation: The Future Role of the Engineer 14:04 - The Evolving Software Development Lifecycle & The Death of the Design Phase 22:23 - Will Product and Engineering Fully Converge? 29:16 - Scalability and UX: Designing for 10x vs. 100x Spikes 38:15 - Scaling the Organization: What Breaks with a 250 Person Product Team 47:05 - Quick-Fire Round: Hyper-Growth Tactics & Out-Working the Giants  

Canada's housing market may finally be showing early signs of stabilization — but is this the beginning of a long-awaited recovery, or merely a pause before another downturn? In this week's episode of The Vancouver Life Podcast, we unpack the latest housing data, economic signals, and market shifts that could reshape real estate in Vancouver and across Canada.After more than three years of declining prices, sluggish sales, and buyers remaining firmly on the sidelines, several indicators are beginning to point toward something different. Listings are easing, prices are flattening, buyer sentiment is quietly improving, and institutional investors are once again making bold bets on housing. While uncertainty remains, the data is beginning to tell a more nuanced story than the headlines suggest.One of the most notable developments comes from Berkshire Hathaway, the investment giant built by Warren Buffett and now led by Greg Abel, which has made a stunning $6.8 billion all-cash acquisition of U.S. homebuilder Taylor Morrison. While the story is south of the border, the implications may reach far beyond the United States. Berkshire is famous for making long-term investments during periods of uncertainty — not when optimism is already priced in. The move raises an important question: does one of the world's smartest capital allocators believe housing weakness is temporary and that long-term demand fundamentals remain intact?There is another major shift poised to transform real estate: artificial intelligence in mortgage lending. TD Bank has introduced agentic AI into mortgage and HELOC underwriting, reducing application review times from approximately 15 hours to under three minutes. The implications are substantial. Faster approvals could reduce financing friction, speed up transactions, and ultimately change how buyers experience one of the largest purchases of their lives. While human oversight remains in place, this episode explores how AI is rapidly moving from novelty to necessity in housing finance.Closer to home, Metro Vancouver's presale condo market is sending what may be one of the strongest warning signals in years. In a stunning statistic, zero concrete high-rise presale projects launched in Q1 2026 — an almost complete freeze in one of the region's most important housing categories. Developers are struggling to secure financing as investor demand weakens, affordability deteriorates, and nearly 4,000 completed condos remain unsold. Yet paradoxically, today's slowdown could plant the seeds for tomorrow's supply shortage, potentially creating renewed upward pressure on pricing by 2028 and beyond.The latest market statistics for Metro Vancouver and reveals a market caught between weakness and resilience. Sales remain historically low — with May 2026 ranking effectively as the weakest May on record outside of the COVID lockdown period — yet prices are no longer falling meaningfully. Benchmark pricing rose modestly again in May, marking the second increase in three months, while median prices have climbed for five consecutive months and now sit just 2.5% below all-time highs.At the same time, inventory levels are beginning to ease, new listings have declined year-over-year for three straight months, and expectations for further Bank of Canada tightening have softened considerably. Markets are now pricing in an overwhelming likelihood of a rate hold, adding another layer of potential stability.The overarching question explored throughout the episode is simple, yet critically important: Are we witnessing the early formation of a housing market bottom — or simply a temporary stabilization before another leg lower?For buyers, sellers, developers, and investors alike, this episode offers a data-driven look at the signals that matter most — and what they could mean for the future of Canadian real estate._________________________________ Contact Us To Book Your Private Consultation:

Escucha martes y viernes la opinión de Jorge A. Meléndez.

Hey folks, Alex here, let me catch you up! I've had a feeling that this week is going to be crazy, as it started on the weekend MiniMax M3, then with Jensen announcing new RTX Spark, NVIDIA's first PC chip packing 1 petaflop of local AI power into thin laptops.A few days later at Microsoft BUILD, Satya & Mustafa from MAI dropped 7 AI models, completely pre-trained from scratch, including a new MAI-thinking-1, MAI-code and MAI-image 2.5 that started topping the image gen charts. Then other image models started racing to the top of the Arena benchmarks, IdeoGram 4 hitting becoming SOTA open weights image-gen model, and Reve 2 beating Nano Banana just a few hours after that. And then today, NVIDIA dropped Nemotron 3 Ultra, their latest 550B open weights model, data and training and Arena published a new agentic eval leaderboard and we got a new Gemma 4 12B. I've had the great pleasure to host Chris (@llm_wizard) from Nvidia, Peter Gostev from Arena and Karan from Nous Research (who were featured prominently by Jensen!) all on the show. Def don't miss this one! Let's get into the details. ThursdAI - Join the flock of folks who know what is happening in AI before everyone else.Open Source LLMs

In honour of BENCHMARK FITNESS' 7th anniversary, I am re-sharing one of my favourite episodes to date, where Matt and I  share how we turned our dream of owning a gym into the thriving community that is Benchmark Fitness. We talk about the challenges we faced, like buying the gym just before the pandemic and navigating lockdowns, to how our passion for creating a space where people feel seen and supported kept us moving forward.We reflect on how having a clear vision helped us push through the toughest times. From rebranding the gym to creating a holistic wellness club with options like red light therapy, cold plunges, and member socials, every decision was made to better serve our community. We also share the sacrifices and strategic investments it took to turn our vision into reality, and why building genuine relationships was at the heart of it all.Tune in to hear more about:How having a clear vision can guide you through even the toughest challenges.The importance of investing in your community and creating a space where people feel truly connected.Why resilience and the ability to pivot are crucial for any business owner.The impact of reimagining what a gym could be by integrating wellness, recovery, and community events.How making sacrifices and strategic investments can accelerate growth.If you've got a dream that feels out of reach, I hope this inspires you to keep going! If you felt encouraged by this episode, it would mean the world to me if you could share this with a friend and leave a review or rating! Stay tuned for new episodes weekly & connect with use on socials @AlliArruda and @Matt_Arruda Interested in joining our BENCHMARK Community? Come book a tour here, we would love to have you!Get on the Mentor Collective Mastermind waitlist:https://chrisharder.me/mentor Let's Connect!• INSPIRE + MOVE EVENTS• Instagram• Private Coaching• Website• Facebook• TikTok

Kary Oberbrunner, Founder of Instant IP and Wall Street Journal bestselling author, joins Brendon Dennewill to challenge everything founders think they know about intellectual property. As AI accelerates IP theft across every industry, from musicians to franchise brands to solo entrepreneurs, Kary makes the case that protecting your ideas isn't a legal formality, it's a revenue strategy. If you've ever said "I don't mind if people steal my ideas," this episode will change how you run your business.What You'll Learn:Why thinking "I'm not an IP company" makes you a commodityThe shift from 17% to 90% intangible asset value in the S&P 500The offensive vs. defensive sides of IP strategyWhy using "TM" may actually invite theftHow AI is creating a new category of IP riskThe "publish, protect, promote" flywheel12 steps to becoming an IP companyResources Mentioned:Instant IP IP Toolbox"You Are an IP Company" by Kary Oberbrunner and Katie RobinoUSPTO (United States Patent and Trademark Office) Story Brand by Donald Miller  Working Genius by Patrick Lencioni  Strategic Coach by Dan Sullivan  Suno  Plaud AIMeta Glasses Is your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizationsA clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not)Let's ConnectSubscribe to the RevOps Champions NewsletterLinkedInYouTubeExplore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!

As operating expenses rise, dental practices must keenly understand their financial standing. A guest joins this episode to discuss strategic planning around patient cost consciousness and staff salary trends from the new How Does Your Practice Compare? Report. Tune in to learn how leveraging data based on practice size and specialty can help practices identify growth opportunities.    LINKS How Does Your Practice Compare? Report Podcast Video cainwatters.com Submit a Question Facebook | YouTube | Instagram

In a time of market volatility, inflation concerns, and growing financial pressure across higher education, how can colleges and universities ensure their endowments remain both resilient and mission-aligned? In this episode, AGB's David Bass speaks with Kyle Adams of Cerity Partners about the evolving role of the outsourced chief investment officer (OCIO) model and what boards and investment committees should expect from their investment partners today. Together, they discuss how institutions of all sizes can strengthen decision-making, navigate uncertainty, and position their endowments to support long-term priorities. Opinions expressed in AGB podcasts are those of the speakers and not necessarily those of the organizations that employ them or of AGB. Disclosures Please read important disclosures here. Cerity Partners OCIO LLC ("Cerity Partners OCIO" or "CP OCIO") is a wholly-owned subsidiary of Cerity Partners LLC (together with its affiliates, "Cerity Partners"). Views expressed are as of the date recorded unless otherwise indicated. Client data is as of February 28, 2026. The NACUBO-Commonfund Study of Endowments, which is available for purchase, provides an annual analysis of endowment investment returns, asset allocations, and governance policies and practices at hundreds of U.S. higher education institutions and affiliated foundations. Cerity Partners OCIO is a corporate partner member of NACUBO and sponsors certain NACUBO events. Certain CP OCIO clients may have participated in the study. NACUBO data is as of June 30, 2025. Cerulli Associates provides market intelligence and strategic business for the financial industry.  The Cerulli US Outsourced Chief Investment Officer Function 2025 Report, which is available for purchase, explores the evolving OCIO landscape, including market sizing, forces of growth, demand and needs across client segments, use of OCIO search consultants, and the various challenges facing providers. "CapEx" refers to Capital Expenditures. "Fed" refers to the Federal Reserve. "RFP" refers to Request for Proposal.

Escucha martes y viernes la opinión de Jorge Meléndez Ruiz.

Der erste individuelle Vergleichsindex, der auf dein Portfolio zugeschnitten ist. True Wealth lanciert den Multi-Asset-Benchmark, der sich an deiner persönlichen Vermögensallokation orientiert, um einen realistischen Performance-Vergleich zu ermöglichen. Auf Wunsch berücksichtigt er auch die Kosten für die Umsetzung deiner Anlagestrategie. Das macht ihn zum idealen Massstab, um die Qualität unserer Dienstleistung objektiv zu beurteilen.Was erwartest du von einem Vergleichsindex? Schreibe mir auf felix@truewealth.chMehr über True Wealth erfährst du hier.

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

Two former Benchmark investors are pitching something you don't usually see this soon: a joint, $800 million AI fund—less than a year after each left to raise smaller, founder-led vehicles on their own. Victor Lazarte left the Silicon Valley fund in July 2025 after backing companies like Mercor, Heygen and Applied Compute in his two-year stretch as a partner. After exiting Benchmark, he quickly raised $200 million for his own fund, VL. Now, Lazarte is pitching a much bigger fund to make bets on early and growth stage startups. He's telling prospective limited partners he plans to raise a new fund called Diffusion and co-manage it with Kris Fredrickson, according to several investors who say they were pitched on the effort. The target is roughly $800 million, one of the larger first-time venture raises of the year. Fredrickson started his investing career at Benchmark before moving to hedge fund Coatue, where he backed companies like Instacart, Chime and Scale AI. Forbes reported last July that Fredrickson had raised $175 million for his own fund, Verified, to back growth stage AI startups like legal platform Harvey and search engine Perplexity. By Iain Martin, Forbes Staff Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover why brands cited in AI Overviews see 91% higher paid CTR and what Irish SMEs need to know about Answer Engine Optimisation in 2026. We break down the data behind declining click-through rates and the new benchmark for premium websites. BeaconSites City: Dublin Address: 77 Camden Street Lower Website: https://beaconsites.ie Phone: +353 1 234 6662 Email: info@beaconsites.com

Florida Gators Men's Basketball Head Coach Todd Golden Joins Nick to discuss opening the season at Benchmark International Arena! The Gators season opens Nov. 2nd against the Miami Hurricanes. Nick talks to Todd about being back at Benchmark after the disappointing exit against Iowa, getting guys like Haugh & Chinyelu back for another season, & ends the interview wondering which player would make the best Head Coach one day. You are NOT going to want to miss this interview!

Most of the AI timeline debate happens in software. Benchmark scores, model releases, the shape of the capability curve. Jon Billow watches a different number for a living: lead times.Billow is on the leadership team at BNS, a firm that manufactures and installs electrical and communication infrastructure. The same critical power equipment his teams put into data centers also goes onto Navy and Coast Guard ships, more than 150 of them. He emailed John Sherman because he thinks the people forecasting AI's arrival are missing what he sees on the construction side every week. The buildout can only move as fast as its slowest part, and right now almost every part is backed up for years.That email is what got him on the show. Here is the heart of what he laid out.The constraint nobody prices inTo bring a large data center online, Billow says, a long list of things has to land at the same time: permitting, grid interconnect, critical power, cooling, and the compute itself. Miss one and the whole project waits. And nearly every item on that list carries a backlog measured in many months, sometimes years.The pinch point he keeps returning to is critical power equipment. According to Billow, the orders all funnel back to roughly five manufacturers, Eaton, ABB, Schneider, GE Vernova among them, and all of them are slammed. He notes that even the US government is having a hard time getting its allocation for ship programs, because it is standing in the same line as every hyperscaler. On top of that, more municipalities are now requiring data centers to bring their own behind-the-meter power generation, which adds another category of equipment backlog and a skill most operators have never needed before. Hooking up to the grid is one thing. Building gas turbines and finding electricians who can parallel generators is another, and the skilled trades are already stretched thin.A factor of five to sevenSherman pushed him to put a number on the gap. If a company says a project lands in a year, how far off is that really?Billow's read: the US has roughly 50 gigawatts of total data center capacity today, with about a quarter of it allocated to AI. Around five gigawatts are under active construction and another seven to twelve sit in backlog. Set that against the order-of-magnitude jumps the labs are talking about and his estimate is blunt. “If I was to be a betting man I would say it's in the order of five to seven years.” Whatever timeline you have been handed, in other words, multiply it.The tells from inside the labsHe pointed to two recent signals that the infrastructure is already the limiting factor. OpenAI walking back a large commitment tied to its Sora video product, which Billow reads as a company looking at finite compute and deciding where to spend it. And Anthropic delaying a model, which he attributes partly to security concerns and partly to the reality of constrained compute capacity. The software keeps leapfrogging. The ground underneath it does not move at the same speed.Why this could be good newsBillow does not frame any of this as a reason to relax. He frames it as time. If the physical buildout runs years behind the hype, that is runway to get governance and alignment right rather than scrambling after the fact. He drew the parallel Sherman's audience knows well, comparing the moment to how the world slowly built doctrine around nuclear risk, and argued the work now is to use the delay deliberately.His closing image stuck with us. He said he wants to tell his grandkids that we were building the car while it was going down the road at 55 miles an hour, but we had the presence of mind to put in seat belts because we knew who was in the back seat.Where they did not agreeThe conversation did not paper over the tension. Sherman described his time in Holly Ridge, Louisiana, a town of about 2,000 mostly elderly people living next to a data center he compared to the size of Manhattan, with construction dust in the air and water residents will not drink. He found it overwhelmingly sad. Billow sees the same structures differently, as a testament to human ingenuity that can be sited and built responsibly if we choose to. Both things sat in the room at once, and the episode is better for letting them.Going deeperWe pulled the headline argument into this piece. The full breakdown for paid subscribers goes into the parts that get more technical and more political:* Compute governance as the most feasible near-term guardrail, including chip tracking and why the industry pushes back hard* The anonymous-compute problem and why “confidential computing” worries safety researchers* China's narrow-AI approach and what it implies about the data center race* Recursive self-improvement, Jevons paradox, and whether you even need new data centers to reach the danger zone* The regulatory carve-out tech enjoys, and the NDA story coming out of LouisianaIf you want that version, upgrade your subscription and it lands in your inbox. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit theairisknetwork.substack.com/subscribe

Escucha martes y viernes la opinión de Jorge A. Meléndez.

Charles Chang, Founder of Unified Technologies Group (UTG), joins Brendon Dennewill to challenge the way most organizations think about growth, arguing that the real bottleneck is never technology, it's the absence of documented processes, operational leadership, and a culture of prevention. Drawing on his experience in healthcare IT and multi-company ownership, Charles shares how his team is already deploying AI agents to replace repetitive workflows, using a "sandbox-first" rollout approach to avoid costly mistakes. If you're a RevOps leader trying to figure out where AI actually fits in your organization, and how to move fast without creating chaos, this conversation delivers a practical, security-conscious roadmap.WHAT YOU'LL LEARNWhy technology always comes last in the scaling orderThe hiring decision that separates scaling companies from stagnant onesWhat a "bookkeeper agent" looks like in a real businessHow to use Delegate and Elevate to identify AI opportunitiesThe sandbox-first rule for rolling out AI safelyWhen SMBs are actually outpacing enterprise on AI adoptionWhy visionaries need operational leaders to survive growthRESOURCES MENTIONEDEOS (Entrepreneurial Operating System) Delegate and Elevate (EOS Tool) Kolbe A IndexEOS Rocks / Quarterly Meeting CadenceAI Sandbox TestingLLMs (Large Language Models)Is your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizationsA clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not)Let's ConnectSubscribe to the RevOps Champions NewsletterLinkedInYouTubeExplore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!

Benchmark prices for crude oil rose on Thursday as Iran said it targeted a US airbase in response to American air strikes. Commercial traffic through the Strait of Hormuz, which had slightly ticked up in previous days, dwindled down to almost nothing again. Also in this edition: Australia takes legal action against US consumer goods giant 3M over "forever chemicals" in firefighting foam. Plus Brazilian leader Lula endorses more oil and gas exploration in the Amazon.

Are you ready for the New Standard? Show Notes: Run Time: 1:25:36 We're back at it, and oh so happy to be here! After last week's long-awaited return to voting, we're excited to announce an upcoming schedule! For the first time in over a year!  Tuesday, June 2nd: Episode #319 - Writers' Room: A non-Vengeance Friction story Tuesday, June 9th: Episode #320 - Writers' Room: Cosmic Tales: An intense space opera story Tuesday, June 16th: Episode #321 - Writers' Room: The Rise of the Sixth Sun Tuesday, June 23rd: Editor's Note #90 Tuesday, June 30th: Episode #322 - Writers' Room: Rambler calling in a debt pulls a character out of a different fight A thrilling June to look forward to! Then, we get right to it, and the Benchmark stories unfold quickly and relatively smoothly. We have some ideas of what happens (or at least where it goes) in advance, but we discover and create a lot on the air, as well! We very happy to be back in the swing of things. Join us next week for Episode #319, which is a Friction story that's not part of the Vengeance event! Get your questions in here! And don't forget to check out our Patreon!

Escucha martes y viernes la opinión de Jorge A. Meléndez.

Escucha martes y viernes la opinión de Jorge A. Meléndez.

Marius Trotz von Feedzai über den ersten branchenweiten Fraud-Benchmark, das KI-Wettrüsten an der Betrugsfront und was Spitzenbanken in Fraud-Projekten anders machen.

Most banks and credit unions say growth is the top priority heading into 2026. At the same time, fintechs are winning the relationships that drive future deposits, payments, and engagement. In this episode, Lee Wetherington from Jack Henry joins me to break down the findings from their 2026 Strategic Benchmark Study and explain why many financial institutions still struggle to act on signals already sitting in their own data. We discuss silent attrition, payment flow analytics, Gen Z deposit growth, AI investment priorities, and why payments have become the control point in the customer relationship. This conversation is not just about technology. It's about how the game of banking is changing. This episode is sponsored by Jack Henry®. At Jack Henry, we believe the world is a better place with community and regional banks and credit unions. For 50 years, we've put financial institutions at the center of our modernization. We're here to help you innovate faster, differentiate strategically, and compete successfully – with one goal in mind: to improve the financial health of the people you serve. To learn more about the findings discussed in today's episode, download the full Strategy Benchmark study here: https://discover.jackhenry.com/strategy-benchmark-study-2026 Subscribe to Banking Transformed for new episodes published multiple times weekly. #BankingTransformed #Banking #DigitalBanking #Fintech #AIinBanking #Payments #BankStrategy #CustomerExperience #FutureOfBanking #GenZBanking

  On today's episode we talk about the latest release from one of kiteboarding's longest-running models, the CORE XRX. We hear from team riders Shahar Tsabasy and Hendrik Van Der Ems, and also catch up with Mike MacDonald and Philip Schinnagel on what the XR range means to CORE.   Core XRX:   https://ridecore.com/us/kite/kites/xr-x   Fantasy:   https://portraitkite.com/videos/fantasy-updates-may-2026/   Road To Pro (Japan):   https://portraitkite.com/videos/road2pro-season-2-japan-ep1/   WOO:   https://www.woosports.com/en   Portrait:   https://portraitkite.com     https://www.fantasykite.com   Follow us:   https://www.instagram.com/portraitkite/   https://www.instagram.com/kitesurf365/  

For episode 731 of the BlockHash Podcast, host Brandon Zemp is joined by Sumsub at Bitcoin 2026 in Las Vegas. Tailored to your risk appetite, market demands, and use cases, Sumsub is powered by adaptive AI intelligence to support global scale while keeping your business compliant and future-ready.

Steve Domin, Founder & CEO of Duffel, the company rebuilding the infrastructure layer of the global travel industry.Duffel is taking on one of the most complex and outdated sectors, creating modern, developer-first APIs for flights, hotels, and more. Backed by investors including Index Ventures and Benchmark, the company has raised over $50M to transform how travel is bought and sold.Steve shares the journey of building Duffel from scratch, including: Why the travel industry is fundamentally broken  The insight that led to Duffel's API-first approach  Building deep supply-side integrations with airlines and incumbents  Navigating COVID when travel demand dropped to zero  The painful reality of scaling, resetting, and rebuilding product-market fit  Where long-term defensibility comes from in complex infrastructure businesses We also explore: What makes companies like GoCardless “talent factories”  How AI is changing how modern engineering teams are built  The future of smaller, highly efficient companies  Steve's view on the next generation of AI-native products This is a masterclass in persistence, infrastructure thinking, and building through uncertainty.

Escucha martes y viernes la opinión de Jorge A. Meléndez.

When ride-hailing app Uber listed on the New York Stock Exchange in May 2019, it reset the scales for all venture capitalists. In one of the all-time largest initial public offerings in the United States, the company raised $8.1 billion on a $82 billion valuation.  Early backers like venture fund Benchmark, Google Ventures and Lowercase Capital held stakes worth over $12 billion at the time of the float. But the numbers for that deal — one of the best of the last era of startups — now look quaint.  That's because the valuation of just three startups, SpaceX, OpenAI and Anthropic, have exploded over the last year. Elon's space giant is now tipped to go public at a valuation of over $1.5 trillion as soon as June following its merger with xAI in February, which valued the combined business at $1.25 trillion. OpenAI and Anthropic are now valued at $852 billion and $380 billion respectively, with Anthropic reportedly in talks to at least match its archrival's valuation in a new fundraise. Learn more about your ad choices. Visit megaphone.fm/adchoices

Escucha martes y viernes la opinión de Jorge A. Meléndez.

AGENDA: 00:05:11 — Anthropic freezes secondary sales, requiring board approval for all transfers. 00:10:45 — Why Anthropic is buying capacity from Elon Musk. 00:15:35 — Anthropic's massive $200B revenue commit to Google. 00:18:55 — Goldman Sachs predicts a 24x surge in token consumption driven by agents. 00:31:05 — Will AI labs eat the app layer? The threat to Legal and CX verticals.  00:37:55 — SaaS public markets: HubSpot tanks 18% while Monday.com finds its footing. 00:42:40 — Growth theft: How Clay is commoditizing ZoomInfo's data business. 00:46:25 — Cerebras prices IPO at $150–$160 with a $48B market cap. 00:52:15 — Real Venture Capital: Celebrating the early bets by Foundation and Benchmark. 00:58:30 — Ramp's valuation vs. the Chapter 7 collapse of e-commerce card Parker. 01:06:20 — Success and Sacrifice: Is mental health the price of building a $20B company?  

Markets climb and investors turn their attention to the next major AI IPO: Cerebras. Eric Vishria of Benchmark and a Cerebras board member joins to discuss why the company's debut matters for markets and what it could mean for the broader AI ecosystem. Keith Lerner of Truist explains what it means for the Dow to reclaim 50,000 and whether momentum can continue. Our Angelica Peebles reports on a key Alzheimer's trial from Biogen and what it could mean for biotech and drug development. Our Eamon Javers reports from China on the latest developments surrounding President Trump's meetings while Michael Froman of the Council on Foreign Relations analyzes what the U.S. may have gained and the implications for Taiwan and global trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From a 24% quarter-over-quarter rebound in lender quotes to the diverging paths of floating and fixed rate borrowers, the episode offers a data-driven read from Andrew Pabon, Director of Debt Advisory at Altus Group, on where the debt market stands today. Andrew and the CRE Exchange team also dig into the maturity wall, multifamily delinquencies hitting new highs, the lender mix leaning toward debt funds, and what the private credit stress story might mean for private credit in commercial real estate going forward. Key moments01:10 SLOOS signals02:39 Earnings call takeaways06:30 Split market outlook10:12 Benchmark rollercoaster13:47 Spreads and liquidity17:06 Collateral by property type19:57 Maturity wall risks24:22 Changes in lender mix25:21 Macro crosscurrents28:38 Private credit stress31:01 Survey invitation Resources mentionedAndrew Pabonhttps://www.linkedin.com/in/andrew-pabon-15a6976/Commercial real estate debt capital markets surveyhttps://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/

The Federal Budget has landed, and two of Australia's biggest investing sacred cows — negative gearing and capital gains tax — are in the firing line. Bryce and Ren unpack what the changes mean for property, shares, startups and long-term investors, before reviewing the community portfolio, debating Catapult, Berkshire and TSMC, adding Bitcoin to the mix, and closing with a practical 101 on gearing.In this episode: 00:00 The Budget Winners and Losers01:49 Negative Gearing and Capital Gains Tax Changes Explained07:41 What the Budget Means for Investors and Startups15:48 Community Portfolio Update: Beating the Benchmark?17:32 Investment Committee: Should Catapult be Sold?25:30 Reece Pitches Bitcoin for the Portfolio31:17 Community Question: Gearing and Leverage 10140:20 Geared ETFs, Risk and the Efficient FrontierETFs & stocks mentioned: DHHF (ASX: DHHF), Caterpillar (NYSE: CAT), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Coinbase (NASDAQ: COIN), iShares Bitcoin Trust (NASDAQ: IBIT), Global X 21Shares Bitcoin ETF (ASX: EBTC), Betashares Australia 200 ETF (ASX: A200), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Wealth Builder Australia 200 Geared ETF (ASX: G200), Betashares Wealth Builder Nasdaq 100 Geared ETF (ASX: GNDQ), Betashares Geared Australian Equity Fund (ASX: GEAR), Betashares Geared US Equity Fund (ASX: GGUS), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Joanna Stern was the Wall Street Journal technology journalist for 12 years. She's an Emmy award winner for her documentary E-Ternal, and recently started her own company New Things, with added advice from ChatGPT! Over the years at WSJ, I relied on Joanna's reviews of technology for many purchases (and things I avoided) reflecting her keen and brutal assessments. I also had fun working with her on some of her video assessments of health technologies. Her book I AM NOT A ROBOT is both hilarious and highly informative. It is a terrific primer for those who are not fully grounded in AI getting into the history of AI and right up to date with generative AI's progress.To get a sense for why AI thought she was the next Tina Fey, check out the back cover! No surprise she got me laughing hard throughout the conversation, no less while reading the book.Here is a short YouTube video she posted on her All In AI year of 2025, referred to during the podcast. Much of her testing of >100 AI products related to medicine and health care, which is what we especially got into during our conversation. She has 3 major rules in her assessment of AI: (1) Ruthless testing; (2) Benchmark vs human; and (3) Costs, which include “compute cost” that we discussed. Here are some of the things we covered:* AI of her blood work* AI of mammogram and breast ultrasound, and overall experience as a person with increased risk of breast cancer* AI at the dentist (and ”Dentist Deep Clean”)* Assessment of Dr. GPT* Bill Gates on health AI* Her AI Trainer (Chris)* Waymo vs Uber* Her AI Therapist (Ash)* Nothing Bot Sex (her 2 digital lovers)* Impact on her children (including 6 F*****g Hamsters, the robodog Sirius)A big thanks to Ground Truths subscribers from every US state and 212 countries. Your subscription to these free essays and podcasts makes my work in putting them together worthwhile. If you're not a subscriber, please join!If you found this interesting PLEASE share it!Paid subscriptions are voluntary and all proceeds from them go to support Scripps Research. They do allow for posting comments and questions, which I do my best to respond to. Please don't hesitate to post comments and give me feedback. Let me know topics that you would like to see covered.Many thanks to those who have contributed—they have greatly helped fund our summer internship programs for the past two years. It enabled us to accept and support a record number of 51 summer interns coming in 2026! These are high school, college and medical students selected from thousands of applicants. We couldn't do this expanded program without the funds coming in through Ground Truths.Thank you Tara Parker-Pope, MPH, Tracy Paeschke, MD, FACC, Chip Hughes, Bob Fleischman, Gretchen Faucett, and >400 others for tuning into my live video with Joanna Stern! Join me for my next live video in the app. Get full access to Ground Truths at erictopol.substack.com/subscribe

In this episode, Donna and Tom welcome Jay Strother, president & CEO of the International Warehouse Logistics Association (IWLA), and J.C. Capron, director of strategic initiatives for IWLA, to discuss a groundbreaking research initiative that will quantify the economic and workforce impact of 3PL warehouses across North America. Jay and J.C. explain how IWLA serves its diverse membership, from household names like UPS and FedEx to multi-generational family-owned operations, through education, advocacy, and industry-leading resources like their popular podcast. The conversation centers on the ongoing 3PL Warehouse Impact Study, a collaborative effort with Penn State Smeal's Center for Supply Chain Research designed to provide credible, aggregate data that tells the industry's story with authority. Takeaways: IWLA's mission to support 3PL warehouse operators through education, advocacy, and research The importance of the 3PL Warehouse Impact Study in benchmarking industry contributions How the Warehouse Advocacy Fund supports critical industry initiatives Why participation from companies of all sizes matters for credible, protected data Stay connected with CSCR on LinkedIn (Center for Supply Chain Research) and Instagram (@pennstatesupplychain), and be sure to follow us on Spotify, Apple Podcasts, or wherever you are tuning into Unpacked: Insights hosted by the Penn State Smeal Center for Supply Chain Research™. Thank you for joining us!  Visit our website: https://www.smeal.psu.edu/cscr  Guest Bios: Jay Strother serves as president & CEO of the International Warehouse Logistics Association (IWLA), a position he has held since 2023. Strother joined IWLA in 2011 as vice president and executive director of IWLA Canada before assuming his current role. Strother brings decades of association management, communications, and marketing experience to the position. Prior to IWLA, Strother held senior roles at SmithBucklin and the Association of Legal Administrators, where he oversaw editorial, advertising, and design functions and helped shape the association's digital presence. He also served as director of communications at the United States Junior Chamber of Commerce early in his career. He holds a bachelor's degree with honors in English and communications from the University of Tulsa.   Jay Capron (J.C.) serves as the director of strategic initiatives for the International Warehouse Logistics Association (IWLA) where he provides leadership in advocacy, marketing and communications, and strategic planning to advance the association's growth initiatives. Capron brings more than 20 years of experience as a professional broadcaster in the radio industry, along with extensive leadership experience in the manufacturing and nonprofit sectors. Prior to joining IWLA, Capron served as director of communications and government affairs for ND Paper, the U.S. subsidiary of Nine Dragons, one of the world's largest containerboard manufacturers. In this role, he developed and strengthened relationships with key government stakeholders while leading the execution of a comprehensive strategic communications program.

Escucha martes y viernes la opinión de Jorge A. Meléndez.

Benchmark crude oil prices rose on Monday as US President Donald Trump rejected Iran's latest counterproposal to find an end to the war in the Middle East. The continued closure of the Strait of Hormuz is leaving its mark on economies around the world, with India's Prime Minister Narendra Modi calling for reduced fuel use and Chinese inflation gauges ticking up higher than expected. Also in this edition: French President Emmanuel Macron announces more than €1 billion in investment in Kenya.

Escucha martes y viernes la opinión de Jorge A. Meléndez.

How should organizations interpret AI benchmarks – and where do they fall short when moving from pilots to real‑world deployment?     In this episode of EPRI Current, host Samantha Gilman is joined by Jaime Sevilla, Director of Epoch AI, and Apurba Sakti, EPRI Principal Technical Leader for AI, for a deep dive into AI benchmarking and responsible adoption. The conversation explores why strong benchmark scores don't always translate into operational readiness, the limitations of generic leaderboards, and why domain‑ and workflow-specific evaluations are critical – especially in high-consequence sectors like energy. The discussion highlights how organizations can move beyond demonstrations toward continuous, evidence‑based evaluation to ensure AI systems are reliable, transparent, and fit for real‑world use.       For more information and episodes visit EPRI.com.     If you enjoy this podcast, please subscribe and share! And please consider leaving a review and rating on Apple Podcasts/iTunes.    Follow EPRI: LinkedIn https://www.linkedin.com/company/epri/  Twitter https://twitter.com/EPRINews    EPRI Current examines key issues and new R&D impacting the energy transition. Each episode features insights from EPRI, the world's preeminent independent, non-profit energy research and development organization, and from other energy industry leaders. We also discuss how innovative technologies are shaping the global energy future. Learn more at www.epri.com