Podcasts about Benchmark

Nvidia posted $96B in quarterly revenue and guided to 70% growth next year, then agreed to buy Hugging Face for $12.9B. Trump weighed sweeping chip tariffs, cybersecurity stocks ripped on AI threats, and Instinct raised at $2.5B. Links Nvidia reports Q2 revenue up 106% YoY to $96.22B, above $92.17B est., Data Center revenue up 117% to $89B, above $85.08B est., and net income up 126% to $59.7B (Nvidia) Nvidia guides to ~70% revenue growth next fiscal year, well above the 45% analysts expected, sending shares up as much as 7.6%, though margins will bottom at 71%-72% on memory costs (Bloomberg) Source: Nvidia has agreed to acquire Hugging Face for $12.9B; the AI repository has had several potential suitors among its investors, including Salesforce (The Information) Sources: the Trump administration is weighing sweeping new tariffs on chips and other products like laptops and consoles, despite warnings from tech companies (Politico) Cybersecurity stocks surge, with Okta up 20%+ and CrowdStrike up 15%+, after earnings showed that AI adoption is driving attacks and spending on security tools (CNBC) AI assistant Instinct is raising a $250M Series B co-led by Index and Benchmark at a $2.5B valuation, taking its total funding to $350M since its 2025 founding (The Wall Street Journal) Subscribe to the ad-free feed.

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart YANGWANG U7 COMPLETES 350 FLASH CHARGES WITH MINIMAL DEGRADATION https://evne.ws/li2dz LEAPMOTOR ON TRACK FOR 1 MILLION 2026 DELIVERIES https://evne.ws/8xpcc LEAPMOTOR RANKS SECOND IN CHINA BEV REGISTRATIONS https://evne.ws/n5axy LI AUTO SETS 2 SEPTEMBER MEGA LAUNCH https://evne.ws/ek8as LEAPMOTOR AND FAW EXPAND EV PARTNERSHIP https://evne.ws/lc96e XIAOMI OPENS INTERNATIONAL SITE FOR 2027 EUROPE ENTRY https://evne.ws/dg5b1 CHINA PLANS TO TIGHTEN VEHICLE MARKET ENTRY https://evne.ws/xik5p

"The expectation level of procurement is rising. Today's stuff that was not possible a year ago, that felt like science fiction three years ago, is something that we can create for our customers today." - Sammeli Sammalkorpi, Co-founder & CEO, Sievo For CPOs and their teams, procurement data has never been more abundant… or more challenging to harness. Demands go far beyond savings: teams are being asked to link procurement value to broader business goals, manage complexity, and adapt to the rapid rise of AI. In this episode of the ProcureTech Insider we speak with Sammeli Sammalkorpi, Sievo's co-founder and CEO, for a candid "Provider of the Week" discussion about what it takes to turn chaotic data into actionable business value.  With Sievo handling data equivalent to more than two percent of global GDP, Sammeli shares why long-term data investment, proprietary benchmarks, and hands-on integration are making the biggest difference for large enterprises. In this episode, Sammeli also covers how to: -Build an enterprise-wide data foundation ready for AI and rapid business change -Turn procurement analytics into prioritized, actionable insights -Benchmark your spend and risk using truly global, anonymized industry data -Translate procurement results into the language of margin, revenue, and business value   Links: Sammeli Sammalkorpi on LinkedIn: https://www.linkedin.com/in/sammeli-sammalkorpi/  Visit the Sievo profile in the AOP Provider Directory: https://artofprocurement.com/provider-directory/sievo  Subscribe to the AOP Newsletter: https://resources.artofprocurement.com/art-of-procurement-podcast-subscribe  Subscribe to Art of Procurement on YouTube: https://www.youtube.com/@ArtofProcurement   

Tune-up races are a common piece of many training plans. Are they necessary? Why should you bother racing in the middle of training?In this episode, we discuss all you need to know about how to run an effective tune-up race (and whether to run one at all). We draw from years of coaching experience and an understanding of various training theories to guide you through how to incorporate non-goal races into your training, in a way that does not detract from your goal race. You will learn how to schedule them, whether you need to taper, and how to recover. Plus, we will provide guidance for what to do if doing tune-up races just is not for you.In this episode, you'll learn:✅ The psychological and physiological benefits of a tune-up race✅ How to schedule tune-up races in your training✅ Which distance tune-up race should you choose?✅ Different pacing approaches for tune-up races✅ If you should taper for a tune-up race✅ How to recover after a goal race✅ Benchmark workouts as substitutes for a tune-up raceTread Lightly Running is hosted and researched by Amanda Brooks and Laura Norris, MSc. Production, show notes, and graphics by Laura Norris.References

Selling the equipment is the easy part. The real revenue shows up after the sale.Sam Neva, Vice President of Sales for Service Lifecycle Management at PTC, joined the show to talk servitization - what it means, and why it's becoming the difference between OEMs who scrape by on hardware margins and ones who build real recurring revenue. Chris caught up with him live at PTC's headquarters.Manufacturing folks, we didn't forget about you! This episode is geared squarely toward people building equipment. If you want to tighten up your sales process and make your customer relationships stickier, this one is for you.Sam and Chris get into what's holding most OEMs back from servitization, how AI is starting to change what proactive service looks like, and the math behind why the money shows up years after the original sale.In this episode, find out:Why the smartest OEMs are lowering the price of the original sale, and what they're betting on insteadThe three levels standing between a traditional OEM and a full servitization modelWhy ‘tribal knowledge' is the hidden gap between engineering and service teamsHow AI is helping teams triage service issues before they need a technicianThe Harvard Business Review stat that shows just how much revenue gets left on the table post-saleWhat Schneider Electric did to grow revenue, win rates, and improve customer satisfaction at the same timeThe first question every OEM should ask before attempting servitizationEnjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes:“You're reacting to a problem, instead of doing your best to extend and plan that time horizon to prepare for that problem." - Sam Neva, Vice President of Sales for Service Lifecycle Management at PTC“Step 1 is what do customers expect from us, why do they expect that, and how can we give them that?" - Sam Neva, Vice President of Sales for Service Lifecycle Management at PTC“The goal is how do I make money as the OEM, not just by selling you that box, but selling you the outcome of what that box provides.” - Sam Neva, Vice President of Sales for Service Lifecycle Management at PTCLinks & mentions:Benchmark your servitization strategy, a complimentary assessment where ServiceMax experts will evaluate your current service organization and identify opportunities to improve performance, profitability, and customer outcomes.ServiceMax, a PTC Technology, is on a mission to help customers keep the world running with asset-centric field service management software. As a recognized leader in this space, our cloud-based software and mobile apps provide a complete view of assets to field service teams.Make sure to visit https://manufacturinghappyhour.com for detailed show notes and a full list of resources mentioned in this episode. Stay Innovative, Stay Thirsty.

Aaron Binstock, Partner, Co-Head of Private Equity Practice at Cooley LLP AI can now draft, review, and benchmark deal documents in a fraction of the time it used to take, but knowing when to trust the output is a different skill entirely. Aaron Binstock, a partner at Cooley with nearly 20 years of transactional experience, has seen both sides of that tradeoff firsthand. Where does AI actually save time on a deal, and where does it create false confidence? What happened when a client's AI-generated tax step chart was built on the wrong assumption? How does reverse prompting produce a better first draft than a single one-shot prompt? And what's changing about how junior lawyers build judgment, and how firms bill for their time? What You'll Learn Where AI reliably speeds up NDA markups versus bespoke merger agreements How reverse prompting turns a mediocre AI output into a usable first draft The tax step chart mistake that nearly cost a client millions in consideration or tax How cross-deal benchmarking pulls survival periods, caps, and baskets into one reference chart Why some clients and counterparties are opting out of AI entirely, and how firms track it What junior lawyer training looks like once document grinding stops teaching judgment Why AI can produce a report but still can't own the result   If you're dealing with AI tools that sound confident but don't actually know M&A, DealPilot, powered by M&A Science experiential data, has guidance built from practitioners who've actually run the deal to help you catch what AI can't see coming. ____________________ The Buyer-Led M&A™ Summit is back August 18th, free and virtual. We're releasing the State of AI in M&A 2026 report live at the event before it goes public. Benchmark your program, hear from practitioners across the industry, and leave with a clearer picture of where dealmaking is headed. Register here: https://hubs.ly/Q04kBhzV0 ____________________ Episode Chapters [00:00] Intro [00:03:12] Aaron's Path Into M&A [00:05:12] Cooley's Public AI Commitment [00:07:22] Where AI Fits On A Deal [00:11:37] Quality Control And AI Playbooks [00:16:33] The Tax Step Chart Mistake [00:18:41] How Reverse Prompting Works [00:22:19] Benchmarking Past Deals With AI [00:23:13] Lockbox Pricing And Prompt Quality [00:25:33] When Clients Say No To AI [00:33:06] AI's Impact On Legal Billing [00:35:44] Training Lawyers In The AI Era [00:42:20] Why AI Can't Own The Deal [00:44:07] Craziest Moments In M&A Deals

In dieser Folge erkläre ich, warum zu viele ETFs im Portfolio oft mehr Verwirrung als Nutzen bringen. Ich erzähle dir, wie man mit wenigen gut gewählten ETFs eine einfache und klar strukturierte Diversifikation erreicht. Dabei betone ich den Vorteil von Welt-ETFs wie dem Vanguard FTSE All World und die Bedeutung einer passenden Benchmark. Zum Schluss gebe ich Tipps, wie man sein Portfolio übersichtlich hält und trotzdem breit aufgestellt ist.

Keith Gerson, CFE, Founder and CEO of Gerson Advisory Services and former President of FranConnect, has advised over 1,500 franchise brands across 50+ years. He joins Brendon Dennewill to unpack why royalty architecture, franchisee coaching, and FDD analysis matter more than dashboards, and why the most profitable franchisees are often the most frustrated ones. A candid look at what actually separates franchise systems that scale from those that stall. What You'll LearnWhy unit-level profitability predicts franchise successThe FDD's hidden competitive intelligence goldmineRoyalty structures that reward growth, not punish itWhy your best franchisees may be the unhappiestThe real difference between coaching and inspectingInflection points every scaling franchise system hitsWhere AI actually earns its keep in franchisingWhy dashboards rarely change franchisee behavior Resources MentionedGerson Advisory Services FranConnect  Franchise Disclosure Document (FDD) Competitive Analysis & Strategy Reports Franchise Sales Index Report  Mrs. Fields Cookies "Singing, Selling, and Sampling" hiring framework  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!

Würdest Du Dein Unternehmen führen, ohne die wichtigsten Kennzahlen zu kennen? Wahrscheinlich nicht. Warum also überlässt Du Dein Vermögen oft genau diesem Prinzip? Viele Unternehmer und Selbstständige bauen über Jahre erfolgreich ein Unternehmen auf, erwirtschaften hohe Gewinne und möchten sich ein zweites finanzielles Standbein schaffen. Doch statt die Verantwortung für ihr Vermögen zu übernehmen, verlassen sie sich vollständig auf Banken oder Vermögensverwalter. Das Problem: Standardlösungen führen selten zu außergewöhnlichen Ergebnissen. In diesem Podcast erfährst Du: ✔ Warum erfolgreiche Unternehmer auch ihre Geldanlage verstehen sollten ✔ Weshalb viele Vermögensverwaltungen ihre eigene Benchmark nicht schlagen ✔ Warum Vermögensaufbau nicht blind delegiert werden darf ✔ Welche Kennzahlen Du kennen solltest, bevor Du Kapital investierst ✔ Warum Basiswissen Dich unabhängig von Banken und Beratern macht ✔ Wie Du Vermögen strategisch neben Deinem Unternehmen aufbaust Die besten Unternehmer treffen keine wichtigen Entscheidungen, ohne die Zahlen zu kennen. Dasselbe sollte für Dein Vermögen gelten. Denn echte finanzielle Unabhängigkeit entsteht nicht dadurch, Verantwortung abzugeben, sondern dadurch, die richtigen Entscheidungen treffen zu können. ▬▬▬ Dein nächster Schritt ▬▬▬ Du möchtest wissen, wie Du Dein Vermögen strategisch aufbauen kannst, unabhängig davon, ob Du bereits investierst oder erst beginnen möchtest? Dann vereinbare ein kostenfreies Strategiegespräch. Gemeinsam analysieren wir Deine aktuelle Situation und zeigen Dir auf, wie Du Dein Vermögen strukturiert aufbauen, Risiken besser einschätzen und fundierte Entscheidungen treffen kannst.

My guest today is Eric Vishria, a General Partner at Benchmark.  Eric has spent his career in software and cloud, and few people know the history of these markets as well as he does. What makes him special is his ability to use that history to make sense of today.  We discuss what the rise of AWS teaches us about AI, what he has learned from investing in Fireworks, Sierra, and Cerebras, and how the criteria for winning have changed for founders and investors.  Please enjoy my conversation with Eric Vishria. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:20) Learning the World Through Fireworks (00:05:42) AWS Was Going to Eat Everything (00:07:40) The Zero-Sum Thinking Trap (00:09:01) Comparing Cloud and AI Adoption (00:11:03) Becoming Enterprise's AI Sherpa (00:13:05) Building Sandcastles (00:14:55) The Return to Being Technical (00:17:13) The Shifting Competitive Frontier (00:22:10) Why the Old Playbook Fails (00:27:53) Energy as the Binding Constraint (00:29:38) The Cerebras Story (00:37:57) The Virtue of Productive Naivete (00:39:19) What Robotics Still Needs (00:45:58) What Makes a Great Board Partner (00:51:13) Raising A Growth Fund (00:55:39) What the Big Winners Taught Him (00:57:37) Hard Work Versus the Hole-in-One (00:58:38) The Best Reasons to Go Public (01:01:09) Debates Inside Benchmark (01:02:16) What If It All Works (01:03:35) What Geoff Hinton Got Wrong

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

Par défaut l'IA est nul en benchmark mais avec l'aide d'une bonne libraire de screenshots, tout peut changer ! Je vous raconte comment choisir et utiliser un MCP de benchmark pour décupler l'efficacité de votre agent…

Description:You're selling two products: the kitchen, and the experience of getting the kitchen. The second one is built almost entirely out of work your client never watches you do.In this episode of Contractor Cuts, Clark and James walk through six habits that separate profitable contractors from busy ones — the invisible work that protects your margin and quietly earns you the referral.They cover:The pre-con coffee — sitting down before a job starts and asking "what's going to go wrong here?"The Tuesday job card pass — the three questions to ask on every active job, every weekPAL meetings — a weekly 30,000-foot view of each job (and how to run one on yourself if you're a one-man show)Benchmark walks — catching problems at the stage where they cost $500 instead of $5,000Documentation emails — how eating a cost on purpose builds leverage you'll need laterPre-start crew walkthroughs — the 50-point checklist that answers questions before anyone asks themWhy clients don't see any of this, but absolutely feel itHow to charge for planning work when the deliverable isn't something you can holdIf you're doing good work and still watching profit disappear, the gap is probably in the six things nobody sees.Contractor Cuts is a weekly podcast for contractors who want to build a better business — covering sales, operations, hiring, finances, and everything in between.

El episodio 122 llegó con secretos, conspiraciones y oportunidades que nadie está viendo.Arrancamos con el Mundial. Lucas no puede aceptar que Argentina jugó mal y eligió creer en todas las teorías conspirativas. La más elaborada: un pacto entre Infantino, la UEFA y los Kushner donde Argentina se dejó perder a cambio de no sancionar a la AFA y darle el negocio de la FIFA a un nuevo vehículo de inversión valuado en 20 billones. La lógica detrás de Thrive, el fondo de Kushner, es fascinante: creen que con AI el mundo digital se va a saturar y el futuro está en las experiencias en vivo. Deportes y conciertos primero.Después viene el dato que nadie dice en voz alta: una de las fintechs más grandes y conocidas de Latinoamérica hace una parte importante de su plata con apuestas online y pornografía. Está vista como una fintech innovadora. El negocio real es otro.También hablamos de la ronda semilla más grande de la historia de LatAm: 85 millones de dólares para Decade Wealth, fundada por el ex-CTO de Nubank, con Benchmark como lead. Un movimiento que apuesta a democratizar la banca privada en la región donde históricamente fue terrible.Luego el debate sobre emprender después de los 50. Jeff Dean, empleado número 30 de Google y responsable de DeepMind, Gemini y TensorFlow durante 27 años, acaba de anunciar que se va a emprender. La conclusión: los mejores emprendedores de 50 son los que llegaron al máximo en su campo, no los que recién arrancan.Mickey Malka, uno de los inversores más importantes de LatAm, publicó su nueva tesis de inversión de 40 páginas. Su diagnóstico: el mundo se quedó sin energía para soportar la AI. Su apuesta: generación, almacenamiento, traslado y comercialización de energía son el próximo gran mercado. El mismo que fue fintech, ahora va por la energía.Cerramos con 7 oportunidades concretas que AI está abriendo para emprender: soledad, desconexión, longevidad, nuevas necesidades de la vejez, micromercados ultra específicos y el tiempo libre que la AI va a generar. Una lista para guardarse.

BLUF: To determine whether AI is ‘improving exponentially', ‘hitting the wall', or any other claim which involves a quantity or magnitude (e.g. ‘This model was a big leap/small increment'). We need a good y-axis: an interval scale of AI capability which means +1 unit always represents the same degree of ‘how much better', in the same way +1 degree Celsius is always the same amount of ‘how much hotter'. Yet there is no good y-axis for AI capability. All our measures are of something related-to but clearly not identical-with it, thus ‘true' AI capability can be a funhouse-mirror reflection of whatever was measured. Specifically: Benchmark score: One small step in benchmark score can be a giant leap in capability, or the opposite, or whatever else. (My 6/10 vs. your 4/10 ≠ I'm 50% better at maths than you). Elo et al: Can give a real y-axis in terms of winning chances, but doesn't translate outside of beating others. (Going from 50% to 73% to 88% chance to get a higher score than you on a maths test ≠ gaining 0 → 1 → 2 units of maths ability over you) Epoch Capabilities Index: Analogous to IQ, so [...] ---Outline:(03:05) Introduction(04:26) Both a poor reflection and a dark glass(07:51) Human benchmarking also has a y-axis problem(12:27) A metrological elegy(12:49) The base case: benchmarks (cf. exams)(13:30) Elo et al.(16:25) (And maybe not quite 'game ability ≡ winning games', after all?)(18:28) ECI (cf. IQ)(20:56) Intervals Rarely True(25:01) Measure endogeneity(31:12) Forking IRT(34:45) (Dimensions of being, and beating, a bat)(39:40) Prediction (cf. chronometry)(41:58) Time horizons(44:34) Human "capability" is also exponential in time horizon(47:38) Intuitive/interpretative prelude(52:56) Time horizons and ECI share an axis kink(57:13) Perhaps money, as a measure, stinks the least(01:01:07) Finale: AI as normal epistemics(01:06:48) Acknowledgements The original text contained 33 footnotes which were omitted from this narration. --- First published: August 4th, 2026 Source: https://forum.effectivealtruism.org/posts/CQvdadxjCpd7i7kjA/general-capability-and-capabilities-generally-have-no-good-y --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.

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

Jennifer Lipschultz, Sr. Director Merger & Acquisition Integration and Corporate Project Management Due diligence covers deal terms, but it doesn't cover what happens once you're running payroll, benefits, and banking in a country you've never operated in before. A legal entity change can lock a company out of its own bank account overnight. Benefits plans get frozen in by local law. A language rollout can hit five systems on the same go-live day. And having handled one acquisition in a country doesn't guarantee the next one plays out the same way. Jennifer Lipschultz has led integration on more than 20 acquisitions across the Netherlands, Sweden, Germany, and India for ECI Software Solutions, a PE-backed SMB software company operating in 80 countries.   If your next acquisition involves operating somewhere new, this is the walkthrough to have ready before you find yourself improvising in real time. What You'll Learn Why a legal entity change can freeze a company out of its own bank account How Swedish per diem rules can turn expense reimbursements into taxable income What actually goes into a change engagement session, and why managers get briefed first How one go-live day can trigger a five-system language rollout Why fluency in one acquisition doesn't guarantee the next What belongs on a pre-close global integration checklist If you're dealing with a cross-border acquisition where the back office keeps breaking in ways diligence never caught, DealPilot, powered by M&A Science, has integration playbooks pulled from practitioners running 20-plus deals, to help you build your pre-close checklist before the surprises hit instead of after. ____________________ The Buyer-Led M&A™ Summit is back August 18th, free and virtual. We're releasing the State of AI in M&A 2026 report live at the event before it goes public. Benchmark your program, hear from practitioners across the industry, and leave with a clearer picture of where dealmaking is headed. Register here: https://hubs.ly/Q04kBhzV0 ____________________ Episode Chapters [00:00] Introduction and Guest Background [03:05] From Engineering to Global Integration [06:20] What Full Absorption Really Means [08:17] The Pre-Close Integration Playbook [13:41] What Breaks First Abroad [15:49] When English Fluency Is Assumed [20:21] A Same-Day Language Rollout [22:07] Locked Out of a Bank Account [24:35] Sweden's Expense Reporting Maze [27:59] Harmonizing Benefits Across Borders [34:09] Running a Change Engagement Session [42:30] Earning Trust With Senior Leadership [44:19] Finding Risk in the Data Room [46:36] A Pre-Close Global Checklist [48:56] Lessons From Walking the Floor

Doug Imholte, Franchise Programs Practice Leader at Marsh McLennan Agency and a former franchisee turned trusted advisor, unpacks why so many franchise brands stall between 30 and 40 units, and it's rarely the concept that's broken. From misaligned franchisor-franchisee KPIs to the overlooked link between risk management and growth, Doug reveals what separates brands that scale responsibly from those that just scale fast. If you're building revenue systems for a franchise network, this conversation on unit economics, brand standards, and total cost of risk will change how you think about your next growth stage.What You'll LearnWhy growth alone isn't the answerThe real reason brands stall at 40 unitsHow franchisor and franchisee KPIs conflictWhat "total cost of risk" actually meansWhy cheap insurance costs more laterThe four pillars behind scalable systemsHow to keep culture intact through growthWhy brand standards make or break trustResources MentionedFranchise Disclosure Document (FDD) Franchisors Errors & Omissions Coverage Total Cost of Risk (TCOR)  Ready, Fire, Aim Leadership Philosophy  HubSpot Royalty Self-Sufficiency Benchmark Franchise Update Media IFA Franchise Summit 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!

Most consumer AI so far has been single-player: you and a chatbot, alone.Benchmark partner Sarah Tavel, one of Pinterest's first 30 employees, is betting that's about to change. She's looking for a product genius who can build an AI product with social DNA: status, network effects, and multiplayer dynamics. That'll enable users of ChatGPT and other models to learn from how others use AI and level up.On this week's AI & I, Dan Shipper revisits his conversation with Sarah. They talk about why technical founders dominate the early days of a platform shift while product-minded founders win later, what ChatGPT is still missing, and what separates a founder's real network effect from a slide with a flywheel diagram.If you found this episode interesting, please like, subscribe, comment, and share!To hear more from Dan Shipper:Subscribe to Every: https://every.to/subscribeFollow him on X: https://twitter.com/danshipperTimestamps for YouTube:0:00 Start1:10 Introduction2:26 Why the future of consumer AI belongs to founders with product intuition11:09 What Sarah sees as ChatGPT's biggest weakness18:45 How Sarah would design a consumer AI app with social DNA24:10 The kind of founders Sarah invests in28:33 How to know if your startup's network effects are real35:40 What's catching Sarah's eye beyond AI40:41 How AI will change the way top venture capitalists investLinks to resources mentioned in the episode:Sarah Tavel on X: https://x.com/sarahtavelBenchmark: https://benchmark.comAgentio (marketplace for YouTube creators and brands): https://agentio.com/ Chainalysis: https://chainalysis.comThe Five Temptations of a CEO by Patrick Lencioni: https://www.amazon.com/dp/B007BZBRB8Thinking in Bets by Annie Duke: https://www.amazon.com/dp/B0HBBW23PM

My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign of a slowdown on the ground in Silicon Valley. We discuss the latest moves, contracted vs. spot GPU prices, the game theory of memory supply agreements, and why Claude has become the Walter Cronkite of the stock market. We close on SpaceX, orbital compute, and what Gavin sees as the single biggest risk to all of it. Please enjoy this conversation, from the famous table at Benchmark, with my friend Gavin Baker. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest.  ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:35) First Question: July Was 2022 in a Month (00:04:08) The Private Companies Public Markets Can't See (00:05:06) Old GPUs Repricing Higher (00:06:53) Walking Through the Month (00:08:22) Kimi, GLM 5.2 & the Open Source Freak-Out (00:10:51) Real Yields, Spreads & CDS (00:11:54) Does the Build-Out Need Credit? (00:15:22) A Sell-Off With No Clear Villain (00:17:35) Open Source as Dark Matter (00:18:39) Nvidia's Lowest Forward PE in 10 Years (00:21:35) Claude as Walter Cronkite for the Stock Market (00:23:55) Continual Learning & Sample Efficiency (00:25:19) What Would Actually Scare Him (00:26:38) Routers & the Multi-Model Future (00:30:51) Tokens as a Percent of Comp Spend (00:33:37) The Game Theory of Breaking an LTA (00:36:41) Nvidia's Credit Wrapper & Revenue Share (00:37:45) What He'd Do If He Ran Hynix (00:41:46) Who's More Bullish than Him (00:43:28) China's DUV Machine (00:46:10) Bull Case for Software (00:48:16) The RSI Maximalist View (00:49:31) Inference Clouds Growing Without Burning Cash (00:50:35) The Biggest Risk Is Regulation (00:53:44) Telling the Story Better (00:57:15) Dark Horses (00:58:02) SpaceX in the Public Markets

In this episode, Sergiy Nesterenko (CEO @ Quilter) joins the pod to share how he turned a personal technical challenge into his own company, even before the market caught up. He shares his unique journey from SpaceX to Quilter and addresses common eng leader / founder challenges, including taking critical feedback to solve tough technical problems, knowing when your most important role is educating the market / customers, and choosing the right customers. Sergiy and Jerry also dissect insights into principles around building circuit boards, and common misconceptions around hiring top-tier talent, finding investors, and procuring customers as an early-stage company.   ABOUTSERGIY NESTERENKO Sergiy Nesterenko is the Founder and CEO of Quilter, the first physics-driven AI platform that fully automates PCB layout design. Under his leadership, Quilter has pioneered autonomous board design – creating the missing automation layer for hardware and compressing weeks-long layout cycles into hours. Backed by Index, Benchmark, Coatue, and Tony Fadell, Quilter is redefining what's possible in hardware development. Previously, Sergiy spent five years at SpaceX as a Senior Radiation Effects Engineer, building electronics for the Falcon 9 and Falcon Heavy.   SHOW NOTES: Introducing Sergiy Nesterenko & the inspiration behind Quilter (1:43) Why now is the right time to tackle this technical challenge (3:37) The technology landscape during Quilter's early days (6:05) Sergiy's fundraising journey & key takeaways (8:26) The importance of adopting an evolutionary mindset (10:52) Early problems that Quilter aimed to solve (13:08) Navigating the balance between technical problems & consumer readiness (15:59) How negative feedback can lead to solving a key problem (18:34) Knowing which feedback to incorporate into product iterations (20:08) Lessons learned from choosing the wrong customers (27:33) First principles approach to circuit board building (29:31) Signals that it's the right time to tackle a hard technical challenge (34:04) Advantages to solving really hard problems & tackling entrepreneurship (36:32) Common misconceptions surrounding early phase companies (38:17) Sergiy's experience working with Eric @ Benchmark (39:46) Why investors like founders who spend time in the “idea maze” (42:19) Strategies for convincing high-profile talent to join your org early on (43:22) Rapid fire questions (45:10)   This episode wouldn't have been possible without the help of our incredible production team: Patrick Gallagher - Producer & Co-Host Jerry Li - Co-Host Noah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/ Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/ Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Lisa Martin breaks down this quarter's Big Tech earnings, explaining why investor reactions are driven as much by expectations and timing as the results themselves. She discusses how hyperscalers are being held to a higher standard, why Microsoft's (MSFT) earnings helped calm concerns that emerged after Alphabet's (GOOGL) report, and how Microsoft has become a benchmark for both cloud computing and AI. Martin also shares her take on the latest results from Meta Platforms (META) and Apple (AAPL).======== 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

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Chelsea have dropped the biggest transfer statement of the window, shattering the British record to sign Morgan Rogers from Aston Villa for £117 million. In this episode, we unpack how the 23-year-old leapfrogged Elliot Anderson to become the most expensive British footballer in history.From his pivotal role in Villa's Europa League triumph to his standout performances for England at the 2026 World Cup under Xabi Alonso's tactical blueprint, we analyze Rogers' unique blend of physicality and close control, evaluate his staggering 38 Premier League goal involvements, and discuss the immense pressure that comes with a nine-figure Stamford Bridge price tag. `MorganRogers` `ChelseaFC` `AstonVilla` `XabiAlonso` `Premier League Transfers` `British Transfer Record` `World Cup 2026` `Stamford Bridge` `Tactical Analysis`

Das echtgeld.tv-Depot steht aktuell bei 422.017 Euro. Seit dem letzten Depot-Update Anfang Juni hat es 3,6 Prozent zugelegt und damit den breiten Welt-ETF geschlagen. Seit dem 19. Dezember fällt das Bild allerdings anders aus! Tobias Kramer erklärt, welche Rolle die geringere Technologiegewichtung dabei spielt, warum er sich mit seiner Allokation und dem Risiko-Management dennoch wohlfühlt und wo er jetzt neues Kapital investiert. Im Mittelpunkt stehen mehrere konkrete Portfolio-Entscheidungen: • Aus dem Tabakdepot fließen 607 Euro Dividenden zurück in Imperial Brands. Tobias kauft 18 weitere Aktien und setzt damit erneut auf die aus seiner Sicht attraktivste Bewertung unter seinen fünf Tabakwerten. • Das Gesundheitsportfolio wächst über drei ETF-Sparpläne weiter: MSCI World Healthcare, MSCI Europe Healthcare sowie Medical Robotics and Bionic Engineering. • Die Übernahme von TruBridge ist abgeschlossen. Aus dem ursprünglichen Einsatz von rund 1.200 Euro wurde eine Gutschrift von gut 2.600 Euro. Aber, da wird es noch ein Update geben! • Im DAX-Portfolio investiert Tobias die erhaltenen Dividenden neu. Für die bislang kleinste Position Henkel stellt er eine Limit-Order über sieben Aktien zu 75,75 Euro ein. • PayPal, Shimano, Fresenius und Novo Nordisk sorgten in den vergangenen zwei Monaten für deutlichen Rückenwind. Bei PayPal treiben zusätzlich die Übernahmegerüchte den Kurs. • Samsung verliert seit Anfang Juni knapp 28 Prozent. Tobias bleibt dennoch investiert und erklärt, warum die Aktie auf Basis der aktuellen Gewinnschätzungen weiterhin außergewöhnlich günstig erscheint. • Bei Hermès nutzt Tobias den jüngsten Kursrückgang und verdoppelt seine Position. Die Aktie liegt fast 50 Prozent unter ihrem früheren Höchststand, bleibt mit einem erwarteten KGV von rund 30 aber anspruchsvoll bewertet. • Außerdem geht es um SAP auf der Watchlist, die langfristige Entwicklung des Tabakdepots sowie die jüngsten Rückgänge bei 2G Energy, Palantir und Energiekontor. Welche der im Video genannten Aktien würdet ihr auf dem aktuellen Kursniveau aufstocken – und warum?

Send us Fan MailIt's a Kyle and Chad takeover episode, folks! As we prepare ourselves for the season of allocations and hunting, there's always time for one last review to be squeezed in that will certainly be a game changer for many. Coming from Buffalo Trace and their bottom shelf, wallet-friendly line, Benchmark Rye clocks in 100 proof and around 4 years old for just $15. However, what makes this whiskey tick and make makes it tock? Will it clean your clock or leave your pocket asking for a different pour altogether? Only time will tell. Enjoy.Become a patron of the show at http://www.patreon.com/mybourbonpodcastLeave us a 5 star rating and review on your podcast app of choice!Send us an email with questions or comments to thisismybourbonshop@gmail.comSend us mail to PO Box 22609, Lexington, KY 40522Check out all of our merch and apparel: http://bourbonshop.threadless.com/Leave us a message for Barrel Rings at 859.428.8253Facebook: https://www.facebook.com/mybourbonpod/Twitter: https://twitter.com/mybourbonpodInstagram: https://www.instagram.com/mybourbonpod/YouTube: https://www.youtube.com/thisismybourbonpodcastSubstack: https://mybourbonpod.substack.comPayPal, if you feel so inclined: PayPal.me/pritter1492Link to our Barrell Rye Armagnac Finished Pick: https://shop.whiskeyinmyweddingring.com/products/barrell-private-release-rye-1a03Support the show

Derek Liu, M&A Partner at Baker McKenzie AI talent deals are no longer small acquihires built around a simple price per engineer. Some now carry billion-dollar price tags, forcing buyers to rethink deal structure, diligence, tax exposure, and retention. Baker McKenzie's M&A Partner Derek Liu has personally signed over $110 billion in transactions from both sides of the table. That mismatch, old tools built for a different kind of deal, is what's forcing corp dev and legal teams to rework their playbook, and it's the throughline of this conversation. What You'll Learn The real cost difference between a stock purchase, an asset sale, and a sign and release What acquirers are actually diligencing when the product isn't the point Why a non-solicit clause outweighs a non-compete in California How a 100 percent revest changes the conversation with a founder Where HR becomes the bottleneck between LOI and close If you're structuring retention for a talent-driven acquisition, DealPilot, powered by M&A Science, has the deal guidance layer to help you get the revesting schedule and non-solicit right before you sign. ____________________ This episode of M&A Science is presented by DealRoom. The Buyer-Led M&A™ Summit is back. August 18th, free and virtual. We're releasing the State of AI in M&A 2026 report live at the event before it goes public. Benchmark your program, hear from practitioners across the industry, and leave with a clearer picture of where dealmaking is headed. Register here. ____________________ Episode Chapters [00:00] Introduction [00:03:03] From New York to Silicon Valley [00:11:58] Why Acquihire Prices Exploded [00:15:19] Defining an Acquihire Deal [00:25:20] Winding Down the Acquihire Business [00:31:35] Acquihire Due Diligence on Talent [00:34:10] Why Not Just Poach Talent [00:38:34] RSUs, Revesting, and Rollover Equity [00:46:37] Valuing the Biggest Acquihire Deals [00:47:35] An Acquihire Deal Timeline [00:56:22] The Craziest Deal in M&A

Every franchise brand hits a point where the playbook that got them to 100 locations quietly stops working, and most leaders don't see it coming. Kristin Dennewill of Denamico joins Brendon to unpack the four hidden stall points (visibility, attribution, intelligence, and development) that quietly cap franchise growth, and why the fix isn't another tool, but a rebuilt revenue operating system. She shares real numbers from clients running 800+ locations, and what changes when franchise data finally lives in one place.What You'll LearnWhy growth playbooks expire at scaleThe four hidden franchise stall pointsLeading vs. lagging indicators, explainedWhat "franchise performance intelligence" really meansWhy RevOps is a system, not a projectWhere CEOs, CMOs, and COOs feel the gap differentlyReal hour-savings from a single source of truthHow AI will predict franchisee successResources MentionedDenamico Franchise Growth PlaybookHubSpotRevOps Champions PodcastIs 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!

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Knowledge Project Key Takeaways The dating site story is systems thinking in one anecdote: a large dating site hypothesized longer profiles would drive more engagement They tested it. It was true. They rolled it outMany, many months later they discovered it was negative for conversion — when people knew that much about each other, they converted lessThat is a second-derivative effect, and you only find it way after the factThe combination is the whole point: know the really old stuff (the history of your field, which signals passion) and really understand the new edge. Do both and you're a power playerApplying for a marketing job at P&G or Pepsi? Know the legends of marketing and genuinely get TikTok. That's a wildly differentiated candidateThe built-in filter: if learning the history of your field sounds tedious, you're in the wrong lane. Tedium is the signal that the passion isn't thereWall Street is the buyer of the product venture capitalists create, since liquidity is either M&A or an IPO and that's where the price gets set — so even at two people on a PowerPoint, you're asking whether this thing grown up is something that buyer gets excited aboutChina has roughly 10 good open source models and the farmer metaphor explains why that matters: two agricultural societies, in one the farmers come to market, sell goods, go home. In the other, they're forced to share best practices with every other farmer. Which one evolves faster? They're open sourcing weights and publishing the new techniques. Meanwhile a lot of US startups are quietly forking those modelsThe chart that tells the AI funding story: losses of the category-leading company before going cash flow positive. Amazon was two or three billion. Uber was around 15 billion. These AI companies will be way bigger than thatBurn rate used to be the risk metric: ten years ago a million a month was terrifying. Now companies burn five billion a year, over a hundred million a month, and at that speed it's genuinely hard to know what your unit economics even areStablecoins are functionally a workaround for regulation the banks lobbied into existence. ACH takes three days, a same-day wire costs $25 and a page of forms, and credit cards charge 2 to 2.5% — “there's zero reason why it should cost two or three percent, just zero” UK Faster Payments did instant bank-to-bank 20 years ago, Pix hit 60-70% of transactions within six years, and the US built FedNow but it went nowhereBill once asked Jeff Bezos how his angel portfolio was so successful given he has zero free time. The answer: when he meets an entrepreneur there is only one question he asks himself, is this person going to do this no matter what, come hell or high water?Benchmark made the partnership flat — no lead partner, no king, no president, just five equal partners, which makes recruiting easy, actually develops new partners, and eliminates all the annual comp politics. The one huge negative: with no CEO, nobody owns anything firm-wide, which is why the site is still a single splash page 15 years laterRead the full notes @ podcastnotes.orgBill 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. 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These sources examine the rapid emergence of Physical AI, a field where digital intelligence merges with robotic hardware to interact with the real world. One research article details how digital twins—integrated with AI, augmented reality, and robotics—vastly improved efficiency and quality in automotive manufacturing. Other papers introduce hybrid frameworks like PaLM-E, which combine Large Language Models (LLMs) for high-level reasoning with Reinforcement Learning for precise mechanical control. These advancements allow robots to interpret human language and adapt to dynamic environments in real-time. Market analysis suggests that this shift from software-based generative AI to intelligent robotics will drive massive economic growth across global industries. Together, these texts illustrate a future where autonomous machines perceive, learn, and execute complex physical tasks with minimal human intervention.

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Robin Bairner joins Ronan Murphy for a Transfers Podcast special.+ How €100m is the new benchmark for transfer fees+ Rogers, Anderson, Tonali and the new €100m gang+ The price of Premier League experience+ La Liga enters PL market+ Bouaddi & Diomande the next €100m players?+ Are youth players now overpriced?+ The impact of TV deals on the market+ Barcola as Salah's heir+ Wayne Rooney, World Cup heroThe Transfers Podcast, powered by FootballTransfers.comJoin Duncan Castles and insiders from across the game for exclusive news and in-depth analysis of football's biggest stories.WhatsApp: https://www.whatsapp.com/channel/0029VadK7lI3LdQV9V3QhY47https://x.com/DuncanCastles Hosted on Acast. See acast.com/privacy for more information.

Get updates for my new book here: https://Theperfectportfoliobook.com  -----  The S&P 500 may be the market benchmark everyone knows, but it probably isn't the right yardstick for your portfolio. In this episode, I explain how mismatched comparisons create unnecessary regret—and how a better benchmarking process can help you evaluate performance without abandoning a strategy that is working.   Listen now and learn: ► Why hindsight bias can make reasonable investment decisions look like obvious mistakes ► When the S&P 500 is an appropriate benchmark—and when it can mislead you ► The seven-part test for determining whether a benchmark truly fits your strategy ► Why even the right performance benchmark can't answer the question investors care about most   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

Bryan Byler, revenue operations leader at 4CAST GTM and former CRO/COO at Aptitude 8, joins Brendon to unpack why misalignment, not missing technology, is what quietly stalls revenue teams as they scale. Comparing notes across the franchise and healthcare industries, they dig into why "people before process" still beats every CRM decision, and how AI is reshaping buyer confidence in implementation partners. Expect a candid take on quotas, compelling events, and the real reason specialization now wins deals over platform expertise alone.What You'll LearnWhy alignment beats a perfect strategyThe real trigger for a CRM upgradeHow to build process without bureaucracySetting quotas your team can actually hitWhy industry specialization now wins dealsWhat AI means for implementation riskThe "but why" test for adoptionWhen Excel finally becomes a liabilityResources MentionedHubSpot Salesforce Clay Zoho Monday.com Claude, ChatGPT, Gemini  Excel / Google Sheets  4CAST GTM Aptitude 8  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!

Leo Young is the founder and managing partner of Cornell Communities, a private equity real estate firm revitalizing manufactured housing communities across eight states. He studied finance in college, then moved into sales at Tesla to build the communication skills he knew he was missing, working his way up to top regional salesperson before leaving to pursue real estate full time. After earning his real estate license, working in brokerage, and investing passively in apartments, Leo launched his own firm. Cornell Communities acquires and operates middle market mobile home parks, expanding access to affordable housing while delivering risk managed returns to accredited investors.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Stack skills deliberately, since finance, sales, and operations compound over a career Vet the operator harder than the pro forma, because execution drives returns Buy in the middle market where institutions with cheaper capital are not competing Underwrite infrastructure first, since older parks carry hidden CapEx risk Create value through expense discipline and rent normalization, not unit renovations     Topics From Finance to Tesla Sales Leo studied finance but could not hold a presentation or speak in front of a room He joined Tesla to fix that weakness and became the top regional salesperson Why He Left a Dream Job for Real Estate Sales income required constant output and did not build lasting wealth A first passive apartment investment and distribution check convinced him to go all in Manufactured Homes vs. Mobile Homes Manufactured housing is the legal term tied to federal HUD construction standards Roughly 20 million Americans live in these communities, across a wide quality range Buying in the Middle Market Institutions and REITs with cheaper capital absorb the top quality assets Leo targets workable properties where his team can execute a clear value add What He Underwrites First Infrastructure leads: water, sewer lines, and roads on parks 50 to 70 years old Purchase price, location, and regulations follow, then his own team bandwidth How He Vets Sponsors as a Limited Partner Most decks oversell the property and undersell the team He asks for case studies and how the sponsor responds when a deal goes wrong Why the Economics Work Residents own their homes, which lowers the operating expense ratio and lifts NOI Heavy land improvement creates more depreciable value in a cost segregation study Lot rents sit at the low end of the housing market, so demand stays strong The Two Main Value Levers Expenses: rebuild vendor contracts and move home and utility costs to residents Rent: normalize lot rents toward market while keeping the value proposition intact Site improvements like roads, fencing, signage, and lighting support resident relations Why Homes Rarely Move Relocating a home can cost $7,000 to $10,000 and risks damage in transit Most residents sell in place and cash in the equity they built Community and Retention Turnover runs near 5%, compared with roughly 50% in apartments Private yards and driveways make the setting closer to a subdivision than a building    

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

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

How do you build a high-performance hiring bar when you're expanding into a brand-new country with zero historical data, zero benchmarks, and limited local brand awareness?Ben Baillie-Lane knows the playbook inside out. Having scaled teams from 2,000 to 13,000 at Revolut before taking the reins at Mollie, Ben joins us to discuss the art of market expansion. He reveals why the biggest mistake TA leaders make when hiring for pioneering roles is over-indexing on technical skill sets, and how reversing the engineering of performance data holds the key to quality.

Alison "Ali" McElroy, Founder and CEO of Kaleidoscope Growth Advisors, has spent nearly two decades helping franchise brands scale across global markets, and she's seen exactly where growth quietly turns into fragility. In this conversation, she breaks down why unit-level economics, not sales momentum, determine whether a brand survives its next stage, and why "slow to go fast" beats scaling on optimism alone. If you're leading growth through a complexity ceiling, this episode reframes what actually needs to be solid before you push further.What You'll LearnWhy growth and scale aren't the same thingThe real cost of skipping foundational homeworkHow unit economics predict long-term survivalWhat "royalty self-sufficiency" actually protectsWhy culture cracks first at scaleThe mindset shared by founders who break throughWhere AI should. and shouldn't, enter your opsA framework for balancing agility with structureResources MentionedKaleidoscope Growth Advisors  Certified Franchise Executive (CFE)  Global Franchise Magazine's 100 Influential Women in Franchising FDD (Franchise Disclosure Document)  Royalty Self-Sufficiency Green in the Grain  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!

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

An interview with Director Of Engineering of Benchmark Media Systems, John Siau. The brains behind much of Benchmark's gear in recent years can be credited to John. Between pro and consumer DACs, analog to digital converters and a wide array of HiFi gear, Benchmark has been on quite a run the past 10 years in terms of product development. In this episode, John offers up some really sound advice and information. We tackle some talk about design elements, feedback error correction and help shed light on questions like - have we been slowly losing fidelity over the years? S14E10 Sponsors: PTdotAUDIO - Great Sounds Meet Good Times AUDIOQUESTdotCOM — High-Performance Cables & Power Products — Made for You

A structural shift is occurring as employees and customers increasingly bypass sanctioned IT systems in favor of faster, unsanctioned "shadow" tools that offer comparable or "good enough" functionality with less friction. This shift is highlighted through evidence from Gartner, SparkToro, Microsoft, and reports from Altran Digital Business, which collectively show sanctioned internal and customer-facing systems losing relevance as users opt for alternative solutions that optimize convenience and efficiency over formal governance. The most consequential development referenced is Microsoft's move to replace premium OpenAI and Anthropic models in core applications like Excel and Outlook with lower-cost in-house models, as reported by Bloomberg and Channel Insider. Microsoft claims these new models offer similar accuracy with increased efficiency, reflecting a broader market trend toward solutions that meet minimal functional thresholds at drastically reduced costs. This mirrors broader enterprise behavior, where cost and sufficiency now outweigh premium features, driving a reconsideration of value in AI provisioning. Supporting developments include a Gartner survey showing consumers are about three times more likely to use general AI tools like ChatGPT than corporate chatbots, and a report from Altran Digital Business revealing that over half of employees rely on personal devices or unauthorized tools for work, with nearly a third ceasing to report IT problems entirely. Clickstream data shows that more than two-thirds of Google searches end without a click as users accept AI summary answers, bypassing source links altogether. Vendors such as N-Able and Okta are responding with new products aimed at identifying and gating shadow tool usage, but these approaches often add operational friction without actually closing governance gaps, as Kaseya data indicates most SaaS accounts remain unmanaged despite existing controls. For MSPs and IT leaders, the key implication is that additional controls and "lockdown" measures are likely to increase friction without effectively steering users back to sanctioned processes. Current market tools that focus on visibility and gating of shadow IT may exacerbate the problem by making official workflows less attractive. The practical recommendation is to map where users have already abandoned sanctioned paths and focus on improving those official workflows until they are easily usable and competitive with shadow alternatives. The effectiveness of service delivery should be measured not by control metrics, but by whether users actively choose sanctioned systems for their work.   00:00 The quiet walkout  03:49 Even Microsoft picked good-enough 06:22 Why more control backfires 09:00 Why Do We Care?  Supported by:  Pax8   

Clay Bavor is the Co-Founder of Sierra, one of the world's fastest-growing enterprise AI companies. Sierra is valued at approximately $15.8 billion, has raised more than $1.5BN from leading investors including Sequoia, Benchmark, Greenoaks, GV and Tiger Global, and today serves more than 40% of the Fortune 50. The company recently surpassed $150 ARR, making it one of the fastest-growing enterprise software businesses in history. AGENDA: 00:00 – Why Frontier AI Demand Will Be Unlimited 08:00 – Open Models vs Frontier Models: Who Actually Wins? 17:00 – China's AI Advantage & The Distillation Debate 20:30 – Inside Sierra: The AI Agents Running the Entire Company 24:00 – The $100,000 Token Budget Every Engineer Will Soon Need 29:00 – Building AI for 40% of the Fortune 50 37:00 – Why Forward-Deployed Engineers Are the Future of Enterprise AI 43:00 – Sierra's Unusual Board Meetings & Billion-Dollar Company Playbook 48:00 – The Four Values Behind a $16B Startup: Craftsmanship, Intensity & Family 56:00 – Clay Bavor's Hiring Philosophy, AI-First Teams & What's Coming Next  

Stocks kicking off the second half in the red after the Dow touched a fresh record high in the session. Why tomorrow's June jobs report could mean good news for the economy, but bad news for markets as investors await the Fed's next rate decision. Then, Strategy sees big gains after announcing its new approach with bitcoin. Benchmark senior analyst Mark Palmer lays out what this means for the bitcoin holder, and why he sees the stock surging nearly 500%. Plus, Meta's cloud business ventures, Walmart's rough few months, and top dividend kings. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carmen Li thought it was a joke when a perpetual futures marketplace asked her to become the market maker for her own index. It wasn't. In this segment from Bits + Bips: The Interview, she walks Steven Ehrlich through the requests that alarmed her, a daughter analogy for why trading your own benchmark destroys neutrality, the manipulation risks she sees in crypto's index practices, and why she insists any perp venue on her index be regulated and guardrailed. Host: Steven Ehrlich - Host of Bits + Bips and Head of Research at Sharplink Guest: Carmen Li - CEO of Silicon Data and Compute Exchange This clip is from a longer conversation on GPUs, compute markets, and crypto. Full episode here: https://www.youtube.com/live/rYDiPneJv20?si=fjS7bSd-bJ6c6tYb  We go live every Monday - subscribe to catch it live. Sponsors Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained (use code: UNCHAINED). Chapters

Paul Erlanger is the Co-Founder and CEO of FOMO, the social-first trading platform building the future of on-chain investing. Since founding the company in 2025, Paul has raised approximately $94 million, including a $17 million Series A led by Benchmark and a $75 million Series B led by Index Ventures with participation from USV, valuing the company at $550 million. Today, FOMO has grown to 600,000 users, processed over $4 billion in trading volume, and is adding thousands of new users every day—all with a team of just 17 people. AGENDA:  00:00 – Building a $550M Company with No Salaries, No Managers & No 1:1s 03:58 – Why Traditional Brokerages Will Lose in the Next 10 Years 09:30 – Why Robinhood's Strategy Is Wrong; The End of the Financial Super App?  13:05 – "Markets Aren't a Casino" — The Case for Retail Investors Fighting Wall Street 16:45 – The Radical Hiring Bet: Giving Employees Founder-Level Equity 23:40 – AI Kills Org Charts: Why FOMO Will Stay Under 25 Employees 29:30 – Why Taste Beats AI & The Biggest Mistake Most Consumer Startups Make 33:10 – The Social Media Playbook That Every Startup Gets Wrong 39:20 – How Benchmark, Index & USV Won the Deal—and the VC Advice Founders Need to Hear 46:10 – The Future of Investing: Social Trading, Creator Economies & Financial Networks  

Was Jesus a lawbreaker? Did He violate the Sabbath? What exactly was the Sabbath designed for, and how should we observe it? This will be our focus this weekend and next. The conflict between Jesus and the religious leaders is heating up. Today we make four observations about the Sabbath.I. The Sabbath Was a Benchmark (v. 23)II. The Sabbath Became a Burden (vv. 23-24)III. The Sabbath Needs a Balance (vv. 25-26)IV. The Sabbath Should Be a Blessing (v. 27)Learn Your Bible: Read Psalm 37 and meditate on verse 7 as you intentionally choose to “rest in the Lord” this week.Love Your Neighbor: Ask God to soften the hearts of your unbelieving friends and family members, and invite them to join you at Freedom Celebration next Saturday.Live in Freedom: Ask the Lord to reveal areas of your life in which you're anxious and striving rather than resting in His plan and purpose for you.

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