Podcasts about bending spoons

Special Guest: Nikesh Arora, CEO @ Palo Alto Networks.  AGENDA: 04:50 Airtable Sold to Bending Spoons for $1.285B  17:00 Leo Aschenbrenner's Situational Awareness Blows Up as Citadel Buys His $16BN Book 22:30 Anthropic's AI Models Breach Three Companies as Cyber Threat Accelerates 33:35 Moonshot AI Raises $3.5B at $35B as Chinese Models Crush AI Prices 38:05 Valar Atomics Triples to $6B as Sequoia Bets on Nuclear Power for AI 42:50 OpenAI and Anthropic Could Trigger a Massive Public-Market Dislocation 52:55 Big Tech and Palantir Earnings Ignite the Next Phase of the AI Gold Rush 1:04:30 Procore Buys DroneDeploy for $900M in a High-Stakes 12x Revenue Bet 1:10:55 Scale AI Hits $1.5B ARR After the Meta Deal Left It for Dead  

This Week In Startups is made possible by: Vanta https://www.vanta.com/twist Agree https://agree.com Odoo https://Odoo.com/twist Today's show: *Airtable just sold for $2.25 billion, an 81% drop from its peak of $11.7 billion. On this week's TWiST VC Roundtable, Aditya Agarwal (South Park Commons), Niko Bonatsos (Verdict Capital), and Rick Heitzmann (FirstMark Capital) break down why the venture world sees this as a good outcome, not a financial disaster. By declining the deal, would Airtable's team have just been delaying the inevitable? Is the fact that they reached $400M+ ARR on its own a reason to celebrate? Find out why our investor panel prefers unwinding a stuck situation rather than chasing a growth rate that's no longer sustainable. PLUS Robinhood's booming prediction market business, the secondary market flap over Anduril shares, why so many VCs shy away from "vice" categories, and a glimpse at how insiders are talking about the Apple-OpenAI lawsuit. Guests Aditya Agarwal on X: https://x.com/adityaag South Park Commons: https://www.southparkcommons.com/apply Niko Bonatsos on X: https://x.com/bonatsos Verdict Capital: https://verdictcap.com/ Rick Heitzmann on X: https://x.com/rick FirstMark Capital: https://firstmark.com/ Relevant Links Airtable: https://www.airtable.com/ Bending Spoons announces Airtable acquisition: https://investors.bendingspoons.com/newsroom/bending-spoons-agrees-to-acquire-airtable Constellation Software: The Anti-Conglomerate: https://www.eaglepointcap.com/blog/constellation-software-the-anti-conglomerate Introducing Robinhood Ventures Fund II: https://robinhood.com/us/en/newsroom/introducing-rvii/ Quartz: Robinhood posted record quarterly revenue: https://qz.com/robinhood-record-revenue-prediction-markets-earnings-073026 Riot Games: https://www.riotgames.com/en AngelList's USVC Fund: https://usvc.com/ Baseten: https://www.baseten.co/ OpenEvidence: https://www.openevidence.com/ Hermes Agent: https://hermes-agent.org/ Granola: https://www.granola.ai/ Timestamps: 0:00 VC intros & Bending Spoons buys Airtable 9:19 Why growth is the only metric that matters 9:45 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 20:52 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 26:25 When should VCs sell in secondary markets? 30:55 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 35:38 Robinhood's prediction markets are exploding 43:13 The USVC-Anduril secondary controversy 46:18 How VC firms use open source models 58:43 Telling the real founders from the grifters 1:02:38 Why Apple is suing OpenAI Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp   Follow Lon: X: https://x.com/lons   Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm   Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis   Check out all our partner offers: https://partners.launch.co/   Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland   Check out Jason's suite of newsletters: https://substack.com/@calacanis   Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

OpenAI took Apple's trade-secrets lawsuit to the court of public opinion, receipts and all. Bending Spoons bought Airtable, Anthropic inked a $10B Norway compute deal, the US eyed polysilicon tariffs, and Microsoft told engineers tokenmaxxing was over. Links OpenAI drags Apple's lawsuit into the court of public opinion (The Verge) Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026's end, its first post-IPO deal (Reuters) Bending Spoons buys Airtable at an implied equity value of ~$2.25B, five years after a $735M round valued the no-code company at $11.7B; Airtable's ARR is now ~$480M (Silicon Republic) Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra, which says the deal is for six years (Bloomberg) Sources: the US is preparing to set a price floor and impose tariffs on polysilicon, a material critical to chips, later this month, in a bid to counter China (Reuters) Sources: Beijing is growing concerned about the cyber capabilities of Mythos and other US-developed frontier AI models and their potential as offensive weapons (Bloomberg) White House to host AI companies Tuesday to review new model-testing framework (CNBC) Internal email: Microsoft introduces token budget limits for employees' AI use, saying "tokenmaxxing is not what we are optimizing for" (404 Media) Subscribe to the ad-free feed.

The FCC Proposes a Ban on Chinese Data Center Equipment, Apple Escalates Trade Secrets Lawsuit Against OpenAI, and Bending Spoons to Acquire Airtable for $1.285 Billion. MP3 Please SUBSCRIBE HERE for free or get DTNS shows ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy whatContinue reading "Spotify Hits 300 Million Paid Subscriber Milestone – DTH"

Naviga in totale sicurezza con ⁠⁠⁠⁠NordVPN⁠⁠⁠⁠ https://nordvpn.com/thebull #adv Quanto vale davvero Bending Spoons?Una società italiana arriva sul Nasdaq e viene valutata oltre 20 miliardi di dollari. Ma il prezzo di mercato racconta tutta la storia? In questo video usiamo il caso Bending Spoons per capire come si valuta davvero un'azienda: dal Discounted Cash Flow ai tre numeri che contano davvero — cassa, crescita e rischio. Costruiamo un modello di valutazione da zero e proviamo a capire quali ipotesi sul futuro servono per giustificare una valutazione così alta.Perché dietro ogni prezzo c'è sempre una scommessa sul futuro.

Adam & Adir examine Bending Spoon's extraordinary rise, its blockbuster IPO, comparisons with Berkshire Hathaway and Constellation Software, the risks created by its aggressive use of leverage, and whether Bending Spoons is an ingenious software conglomerate or an enormously overvalued house of cards. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.

Apple leaks and rumor-driven reporting take center stage as the panel examines how constant predictions have diminished the excitement of new iPhone releases. The discussion with Chuck Joiner, David Ginsburg, Eric Bolden, Jim Rea, and Marty Jencius also covers premature Siri-versus-Gemini comparisons, Apple's legal battles with Epic Games and John Prosser, Bending Spoons' growing technology portfolio, prediction-market manipulation, Spotify streaming fraud, and musicians' dissatisfaction with the service. MacVoices is supported by CleanMyMac from MacPaw. Get Tidy Today! Try 7 days free and use my code MACVOICES20 for 20% off at http://clnmy.com/MACVOICES Show Notes: Chapters: 00:00 iPhone leaks, Siri comparisons, and questionable predictions00:32 How leaks have diminished iPhone season01:29 The rumor industry's endless predictions03:00 Apple rumors and prediction markets03:20 The long history of Apple leaks04:12 Supply-chain leaks and their consequences05:41 An iPhone enters America's 250th anniversary time capsule07:31 Lamborghini's interactive Vision Pro experience08:33 Comparing an unfinished Siri with Gemini12:38 Apple's latest development in the Epic Games case13:54 John Prosser responds to Apple's leak lawsuit15:29 Could Prosser become a witness for Apple?17:02 Bending Spoons and its expanding technology portfolio18:42 Vimeo, Evernote, WeTransfer, and AOL21:22 Spotify streaming fraud and prediction markets22:24 How micro-betting could conceal manipulation24:26 Musicians express their frustration with Spotify Links: Apple leaks have sucked all the fun out of iPhone seasonhttps://www.macworld.com/article/3179652/apple-leaks-have-sucked-all-of-the-fun-out-of-of-iphone-season.html   iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276 - 9to5Machttps://9to5mac.com/2026/07/04/iphone-17-pro-max-included-in-america-250-time-capsule/   Lamborghini launches Apple Vision Pro app with interactive full-size carshttps://9to5mac.com/2026/07/07/lamborghini-launches-apple-vision-pro-app-with-interactive-full-size-cars/   I Compared Siri AI to Gemini on iPhone and There's a Clear Winnerhttps://lifehacker.com/tech/i-compared-siri-ai-to-gemini-on-iphone   Judge agrees to postpone deadlines as Apple seeks broader pause in Epic Games casehttps://9to5mac.com/2026/07/06/judge-agrees-to-postpone-deadlines-as-apple-seeks-broader-pause-in-epic-games-case/   YouTuber Jon Prosser Responds to Apple's Lawsuit Over iOS 26 Leaks https://www.macrumors.com/2026/07/02/jon-prosser-responds-to-apple-leaks-lawsuit/   After $18B IPO, Bending Spoons founder says success comes from minimizing luckhttps://techcrunch.com/2026/07/01/after-18b-ipo-bending-spoons-founder-says-success-comes-from-minimizing-luck/   Spotify Confirms Streaming Fraud After Kalshi Trader Cries Foulhttps://www.wired.com/story/spotify-streaming-manipulation-prediction-markets-polymarket-kalshi/ Guests: Get detailed bios and contact information about for the panel on the MacVoices Live! Panel page on our web site:https://macvoices.com/macvoiceslive/macvoices-live-panel/ Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Apple leaks and rumor-driven reporting take center stage as the panel examines how constant predictions have diminished the excitement of new iPhone releases. The discussion with Chuck Joiner, David Ginsburg, Eric Bolden, Jim Rea, and Marty Jencius also covers premature Siri-versus-Gemini comparisons, Apple's legal battles with Epic Games and John Prosser, Bending Spoons' growing technology portfolio, prediction-market manipulation, Spotify streaming fraud, and musicians' dissatisfaction with the service. MacVoices is supported by CleanMyMac from MacPaw. Get Tidy Today! Try 7 days free and use my code MACVOICES20 for 20% off at http://clnmy.com/MACVOICES Show Notes: Chapters: 00:00 iPhone leaks, Siri comparisons, and questionable predictions 00:32 How leaks have diminished iPhone season 01:29 The rumor industry's endless predictions 03:00 Apple rumors and prediction markets 03:20 The long history of Apple leaks 04:12 Supply-chain leaks and their consequences 05:41 An iPhone enters America's 250th anniversary time capsule 07:31 Lamborghini's interactive Vision Pro experience 08:33 Comparing an unfinished Siri with Gemini 12:38 Apple's latest development in the Epic Games case 13:54 John Prosser responds to Apple's leak lawsuit 15:29 Could Prosser become a witness for Apple? 17:02 Bending Spoons and its expanding technology portfolio 18:42 Vimeo, Evernote, WeTransfer, and AOL 21:22 Spotify streaming fraud and prediction markets 22:24 How micro-betting could conceal manipulation 24:26 Musicians express their frustration with Spotify Links: Apple leaks have sucked all the fun out of iPhone season https://www.macworld.com/article/3179652/apple-leaks-have-sucked-all-of-the-fun-out-of-of-iphone-season.html   iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276 - 9to5Mac https://9to5mac.com/2026/07/04/iphone-17-pro-max-included-in-america-250-time-capsule/   Lamborghini launches Apple Vision Pro app with interactive full-size cars https://9to5mac.com/2026/07/07/lamborghini-launches-apple-vision-pro-app-with-interactive-full-size-cars/   I Compared Siri AI to Gemini on iPhone and There's a Clear Winner https://lifehacker.com/tech/i-compared-siri-ai-to-gemini-on-iphone   Judge agrees to postpone deadlines as Apple seeks broader pause in Epic Games case https://9to5mac.com/2026/07/06/judge-agrees-to-postpone-deadlines-as-apple-seeks-broader-pause-in-epic-games-case/   YouTuber Jon Prosser Responds to Apple's Lawsuit Over iOS 26 Leaks https://www.macrumors.com/2026/07/02/jon-prosser-responds-to-apple-leaks-lawsuit/   After $18B IPO, Bending Spoons founder says success comes from minimizing luck https://techcrunch.com/2026/07/01/after-18b-ipo-bending-spoons-founder-says-success-comes-from-minimizing-luck/   Spotify Confirms Streaming Fraud After Kalshi Trader Cries Foul https://www.wired.com/story/spotify-streaming-manipulation-prediction-markets-polymarket-kalshi/ Guests: Get detailed bios and contact information about for the panel on the MacVoices Live! Panel page on our web site: https://macvoices.com/macvoiceslive/macvoices-live-panel/ Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über eine neue Tonlage bei VW, die Folgen der Gesundheitsreform und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um EasyJet, Apollo Global, IAG, Air France-KLM, Brink's, NCR Atleos, T. Rowe Price, Aurora Innovation, FedEx, Volvo, Ascendis Pharma, MoonLake Immunotherapeutics, Dyne Therapeutics, Vaxcyte, Cytokinetics, CG Oncology, Denali Therapeutics, AbbVie, Apogee Therapeutics, Bending Spoons, Mattel, Scotts Miracle-Gro, Goldman Sachs, Bank of America, JPMorgan, Citigroup, Wells Fargo, Morgan Stanley, BlackRock, ASML, TSMC, Netflix, ABB, Abbott, GE Aerospace, Intuitive Surgical, UnitedHealth, Alcoa, United Airlines, BHP, Fraport, Fastenal, Altria, Nvidia, Coca-Cola, Apple, Microsoft, Alphabet, Amazon, Broadcom, Vulcan Materials, Kansas City Southern, IBM, General Dynamics, Hershey, Tootsie Roll, Axon, Tesla, SPDR MSCI ACWI IMI (WKN: A1JJTD), iShares Edge MSCI World Momentum Factor ETF (WKN: A12ATF). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Send James and Sam a message or voicemailSam's back - he talks with Ryan Williams about enhanced metadata for podcasting. Buzzsprout's AI also tells us that: We dig into the stories behind this week's podcasting numbers, from Overcast's sudden rise to the growing sense that Apple Podcasts is no longer the default starting point for new listeners. We also go deep on interactive transcripts and podcast annotations with Ryan Williams, plus what OpenUSD could mean for micropayments and the future of paying creators. •Overcast downloads jumping year on year and the theories behind it •Apple Podcasts losing “top app” preference despite built-in advantages •Podcast video strategy, HLS video rollout, and what it means for distribution •Questions about Apple and Acast's unusually tight alignment on video •OpenUSD stablecoins, programmable money, and why micropayments keep failing •Spotify advertising and the Amazon DSP pipeline for programmatic podcast ads •Bending Spoons' IPO strategy and parallels with podcast rollups like PodX •Podcast growth outside the US, including Dubai's Arab Podcast Programme •TVNZ Plus adding video podcasts and “cheap TV” dynamics •Industry moves at Libsyn and the departure of DOAC co-founder Jack Sylvester •British Podcast Awards longlist and the UK's booming festival scene •Podcast Movement session voting, the upside and the popularity contest risk •Fifth anniversary of the first boostergram and the state of value-for-value •RSS Cloud v4, WebSub, and whether it can complement or replace Podping •Ryan Williams on podcast annotations, transcripts, entity extraction, and discovery •TrueFans product updates including cross-promo requests, gifting hosting, topic suggestions, and podroll requests Support the showConnect With Us: Email: weekly@podnews.netFediverse: @james@bne.social and @samsethi@podcastindex.socialSupport us: www.buzzsprout.com/1538779/supportGet Podnews: podnews.net

Bill Cohan joins Peter to make sense of an I.P.O. market that may be in way over its head. He discusses Bending Spoons, whose portfolio of old internet companies just went public at 35 times EBITDA, and Jersey Mike's, the popular sandwich chain gunning for a $12 billion valuation. Bill explains why both are probably overvalued and evidence that Wall Street banks are willing to sell anything for a quick buck.

Bending Spoons, a company you may not have heard of, went public last week and had a decent pop. Some people are attributing this as a short bet on software. The boys sit down to discuss the market dynamics at play and dissect the company's playbook. PLUS! Cow chat. If you like the pod, chuck us a review on your podcast player of choice, or go to downround.net to sign up for PREMIUM to get ad-free listening PLUS an extra episode every week. See omnystudio.com/listener for privacy information.

Wars burn hardware, and rebuilding it takes years. This week Simon Brown works through the defence sector as a replacement thesis — the US fired roughly half its THAAD interceptor stockpile in twelve days against Iran — and settles on Lockheed Martin as his pick, with RTX as a second choice. He weighs the faster-growing but pricier European names (Leonardo, Thales, BAE Systems, Rheinmetall), runs through the main defence ETF options, and flags the risks: budgets are politics, and forward orders still have to convert. Also covered: a post-IPO look at Bending Spoons, SK Hynix's planned $28bn Nasdaq listing and the memory trade, and the Q2 review of the Equity Coverage AI project — 26 names, 22 buys and one sell. WorldWideMarkets is part of JustOneLap.com.

#882: What you need to know about the Trump accounts that are now live. Scientists have made a cell from scratch for the first time. Bending Spoons raises $1 billion in its IPO. AI labs are turning to philosophy majors to help solve some of the tech's most complex problems. Finally, what you need to know in the week ahead.  Get 10% off using MORNINGBREW10 at altrarunning.com/morningbrew  Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Bending Spoons remains largely unknown, even as its portfolio of products has served more than a billion people. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Quando lo Stato entra nel mercato, cambiano le regole del gioco.Chi guida davvero i mercati oggi? Gli investitori... o la politica?In questo nuovo episodio di Inside Value, Roberto Russo accompagna gli ascoltatori in un'analisi dei grandi cambiamenti che stanno ridefinendo la finanza globale: dall'ipotesi di un ingresso del governo americano nel capitale delle principali aziende di intelligenza artificiale, alla crescita della leva finanziaria che alimenta la corsa ai semiconduttori.Parleremo del peso sempre maggiore della politica nelle decisioni dei mercati, del debutto al Nasdaq di Bending Spoons, delle valutazioni sempre più elevate del settore tecnologico e dei rischi nascosti dietro un mercato in cui tutti sembrano scommettere sulla stessa carta.Un episodio dedicato a chi vuole comprendere cosa sta realmente muovendo i mercati e perché, oggi più che mai, il valore conta più dell'entusiasmo.Se volete approfondire i temi di questa puntata, trovate la newsletter sul sito Il Valore Conta, a cura di Roberto Russo e Filippo Pasini.Per maggiori informazioni: info@ilvaloreconta.itQuesto podcast ha finalità esclusivamente informative e divulgative.Non costituisce consulenza finanziaria né raccomandazione di investimento.Le opinioni espresse riflettono il punto di vista degli autori.Buon ascolto.

In questa nuova puntata di Garagisti Tech alziamo la serranda del Garage insieme a due ospiti d'eccezione:- Massimo Cerofolini, giornalista e conduttore di Eta Beta su Radio Rai 1- Andrea Ciraolo, content creator e consulente di comunicazione digitale.Conduce la puntata Gianluca Testa, Host del Business Garage e Founder BeBoom.ioUna puntata densa, concreta e piena di spunti per capire dove sta andando davvero il mondo dell'intelligenza artificiale, tra entusiasmo, geopolitica, costi nascosti e nuove opportunità per professionisti e aziende.

A Bending Spoons se garantiu, e o Marcus vibe codou mais um app.

Obligaties, de yen, goud. Het zijn normaal gesproken veilige investeringen. Al is dat dit jaar niet meer het geval. De veilige havens voor beleggers doen hun werk niet meer, concludeert CNBC. Goud staat flink lager dan begin dit jaar, de yen staat er zwak bij en obligaties worden ook verkocht. Deze aflevering kijken we wat er aan de hand is en vooral: waar jij dan wel moet schuilen. Wat voor jou veilige havens zijn in onrustige tijden. Hebben we het ook zeker over Christine Lagarde. Ze hint erop om tóch eerder te vertrekken bij de ECB. Ze is nu nog president bij de centrale bank, maar ze denkt er aan om president van Frankrijk te worden! Waardoor wij weer op onderzoek uit moeten: wie moet haar bij de ECB opvolgen? Een wonderlijke stap. Daarover gesproken: de wonderen zijn de wereld nog niet uit. President Trump zegt dat hij en Elon Musk weer een hele goede band hebben. Sterker: Musk zou SpaceX aandelen aan zijn regering willen schenken. Verder in dit beurstheater: Mark Zuckerberg geeft zijn fouten bij Meta toe De olieprijs gaat naar beneden! Naar 60 dollar, denkt Citi Toezichthouder denkt dat beursgangen HongKong zijn opgeblazen Nike aangeklaagd door 7-Eleven Bending Spoons of Prosus: in welke investeerder moet je? Te gast: Jim Tehupuring van 1Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

In this week's episode, we turn to Britain's recruitment stocks. Valeria Martinez looks at the impact of AI on hiring demand, which is hitting share prices, and also discusses the perennial question: is the new technology a concern or an opportunity?Next, we cast our ears to Italian tech buyout specialist, and Baillie Gifford favourite, Bending Spoons, following its Nasdaq debut earlier this week. Val Cipriani dives into its growth strategy and what the IPO means for investors and the likes of Scottish Mortgage.Lastly, Julian Hofmann looks at agricultural supplier Wynnstay (WYN), after it announced positive results despite headwinds for the farming sector. Julian explores how the company is navigating volatile fertiliser prices, cutting costs, and the reasons to be optimistic.Timestamps00:00 Introduction04:20 AI vs the recruitment sector15:12 Bending Spoons25:03 Wynnstay resultsListen to more podcasts from Investors' Chronicle on Apple, Spotify and YouTubeInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

AGENDA: 00:00 Coinbase Slashes AI Spend 50%—Is the AI Token Bubble Bursting? 12:55 Anthropic Warns Open Source Could Destroy the AI Business Model 18:10 Dario Escalates the AI War with China & Open-Source 22:00 Should the US Ban Chinese AI Models? 33:15 Microsoft's AI Strategy Is Breaking Down 38:00 Kalshi's $40B Valuation Signals a New Consumer Gold Rush 41:15 Has SpaceX Frozen the AI IPO Market? 43:20 Why Bending Spoons May Be the Smartest IPO of the Year 46:00 The $100B Opportunity to Buy Broken SaaS Companies 53:30 Which Software Companies Would Jason Buy Tomorrow? 1:04:30 The Great AI Talent War Is About to Get Worse 1:11:20 Every Company Is Becoming an AI Company—or Dying    

Meta's latest AI move is raising new questions about whether some of the biggest tech companies are building more computing power than they know how to use.Mike Armstrong and Marc Fandetti break down Meta's plan to sell excess AI compute capacity, why SoftBank's entry into AI cloud services adds another layer of uncertainty, and what these moves may say about the broader AI spending boom. They also discuss Kevin Warsh's latest comments on inflation, why “gray divorce” is creating new inheritance planning challenges, what Bending Spoons hopes to do with AOL and Vimeo, and why major egg producers are facing allegations of price collusion.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über über Metas neue Methode, einen erstaunlichen Internet-Riesen und eine Statistik, die alle MSCI-World-Anleger unbedingt kennen sollten. Meta Platforms, CoreWeave, Nebius Group, Micron Technology, Apple, Bending Spoons, Lime, Rheinmetall, Leonardo, Hensoldt, AeroVironment, Kratos Defense & Security Solutions, Microsoft, Palantir Technologies, Atlassian, ServiceNow, Workday, Caterpillar, FactSet Research Systems, Sodexo, Tesla, Kion Group, CrowdStrike, Lang & Schwarz, Baader Bank, iShares Core MSCI World ETF (WKN: A0RPWH), Vanguard FTSE All-World ETF (WKN: A2PKXG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Bloomberg reported that Bending Spoons, described as the owner of AOL, jumped 40 percent after a $1.68 billion IPO on Wednesday. The first-day rally signaled strong demand while increasing volatility during price discovery. The company's public listing provides currency for acquisitions, hiring, and potential follow-on financing. Investors will focus on unit economics, retention, and the mix between advertising and paid features. Founders can draw lessons on exit timing, capital planning, and communicating a clear growth and margin narrative as the IPO window reopens.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

This Week In Startups is made possible by: CLA - www.claconnect.com/withyou Northwest Registered Agent - www.northwestregisteredagent.com/twist Agree.com - www.agree.com Today's show: Forget the triple-triple-double-double-double; the new bar for startups hoping to raise venture capital has reached the stratosphere, though our venture panel is worried that startups are focusing too much on today's problems that may not become companies tomorrow. During a lively VC roundtable, Cowboy's Aileen Lee, Floodgate's Mike Maples, and Lerer Hippeau's Ben Lerer joined Alex to dig into exiting pre-AI startups, rising valuations, token spend, why they are keeping their funds small, and whether the government just tripped OpenAI and Anthropic! Guest Links: Aileen Lee https://x.com/aileenlee Cowboy VC https://cowboy.vc Mike Maples https://x.com/m2jr Floodgate https://www.floodgate.com Bene Lerer https://www.linkedin.com/in/benjlerer Lere Hippeau https://www.lererhippeau.com Timestamps: 0:00 Aileen Lee, Mike Maples, and Ben Lerer join the show 5:13 Venture liquidity returns: what SpaceX/Stripe distributions mean for LPs 9:13 Bending Spoons prices IPO at $29/share, roughly $18.4B valuation 10:31 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 12:09 "Companies get bought, not sold" — Ben on taking first offers seriously 17:41 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 19:34 Mutiny's burn-the-boats AI pivot with Jaleh Rezaei 20:19 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://www.northwestregisteredagent.com/twist 22:15 Mike's KeepSafe story: the "rule of 70" and profit-first companies 25:12 The new growth bar: 5x, 4x replaces triple-triple-double-double 28:55 Fund size is your strategy: why Floodgate and Lerer Hippeau stay small 30:11 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/withyou 37:39 The $100M Series A: Starcloud, General Intuition, Scale Cognition, Scout AI 40:35 King-making rounds and why mega-seeds destroy optionality 54:11 Open-weight models: the GLM-5.2 moment and going model-agnostic 55:30 Why fine-tuning open models is a treadmill, with Cursor/Kimi as an example 1:03:28 Grading the Trump administration on Mythos and Fable 1:06:33 Rising anti-AI sentiment, the wealth gap, and lessons from social media 1:11:43 Raising kids in the post-intelligence era 1:12:35 Where to find the panel and what each firm is investing in Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

Nato secretary-general Mark Rutte told the FT that Europe's rearmament drive was sustaining 195,000 US defence jobs through $300bn in arms orders, and Bending Spoons' initial public offering will test how a page out of the private equity playbooks works in public markets. Plus, KNDS is having a hard time getting investors to back its IPO, and the FT's Anantha Lakshmi explains why Indonesians are growing impatient with President Prabowo Subianto. Mentioned in this podcast:Europe's rearmament drive is sustaining 195,000 US defence jobs, Nato chief saysBending Spoons tries out an odd kind of financial magic trickIndonesians sour on Prabowo Subianto as currency weakensKNDS struggles to convince investors to back IPO at €12bn-plus valuationTell us your thoughts to enter a prize draw for a chance to win a pair of Bose QuietComfort Headphones worth £229. https://www.feedback.ft.com/c/a/6f9bJBvxsxaEBSIB5esBISOver 18s only. Find full T&Cs here Prize Draw winners' surnames and regions may be made available upon request, as required by the Advertising Standards Authority. If you do not want your information to be made available, please email Privacy.Officer@ft.com upon entry. For more information on your rights and how we use your data, please read our Privacy Policy.Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Kelly Garry and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Bending Spoons (BSP) CEO Luca Ferrari discusses the company's IPO and how public markets will support its acquisition-driven growth strategy. He explains the firm's approach to buying underutilized digital brands, including AOL, and transforming them through technology, talent, and operational improvements while highlighting Bending Spoons' long-term vision for expansion.======== 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

Luca Ferrari, Bending Spoons CEO, joined Bloomberg's Carol Massar and Tim Stenovec to talk about the companies IPO debut turning the founders, four college friends, into billionairesSee omnystudio.com/listener for privacy information.

Welcome to a new month and Happy Canada Day! We start things this afternoon with a look at how many millions of dollars President Trump has raked in...and from where. This is the Business News Headlines and thanks for being with us. In other news, Fed Chair Warsh speaks about the independence of the Central Bank and inflation. One of the world's largest ecommerce giants is ordered to pay $600 million dollars and we'll share why. It looking like a rocky start for former trading partners the U.S., Canada and Mexico. Ever heard of the company, Bending Spoons?  You will today. We'll check the numbers in The Wall Street Report and there are troubles in the job market for Gen Z. Thanks for listening! The award winning Insight on Business the News Hour with Michael Libbie is the only weekday business news podcast in the Midwest. The national, regional and some local business news along with long-form business interviews can be heard Monday - Friday. You can subscribe on  PlayerFM, Podbean, iTunes, Spotify, Stitcher or TuneIn Radio. And you can catch The Business News Hour Week in Review each Sunday Noon Central on News/Talk 1540 KXEL. The Business News Hour is a production of Insight Advertising, Marketing & Communications. You can follow us on Twitter @IoB_NewsHour...and on Threads @Insight_On_Business.

Semestre da record per i mercati azionari mondiali, con Piazza Affari che nel 2026 batte perfino Wall Street e aggiorna i massimi storici. Ma dopo il rally degli ultimi mesi, gli investitori si interrogano sulla tenuta della corsa, mentre il rallentamento delle Magnifiche Sette alimenta i dubbi sul rischio bolla. Andiamo dietro la notizia con Alessandro Plateroti, direttore editoriale di UCapital.com.Bending Spoons sbarca al NasdaqParte oggi l'offerta pubblica iniziale di Bending Spoons per la quotazione al Nasdaq di New York. La software house milanese punta a una valutazione di oltre 18 miliardi di dollari, in un momento ancora complesso per il settore tecnologico e delle IPO. Un debutto che rappresenta anche un test per l'intero comparto software nell'era dell'intelligenza artificiale. Ne parliamo con Peter Cardillo, Chief Market Economist di Spartan Capital Securities.Orsero entra negli Stati UnitiSvolta storica per Orsero. Il gruppo italiano acquisisce una partecipazione nel distributore statunitense Trucco e debutta nel mercato americano dell'ortofrutta fresca, il più grande al mondo. Un'operazione da 46 milioni di dollari che rafforza la presenza internazionale del gruppo e apre una nuova fase del suo percorso di crescita. Interviene con Matteo Colombini, amministratore delegato di Orsero

Voor wie dacht dat Nike nu eindelijk met goed nieuws zou komen, zat mis. Het herstel (waar beleggers al jaren op wachten) laat nóg langer op zich wachten. Dat is de conclusie na het zien van de kwartaalcijfers. Vooral China springt eruit: de omzetdaling wordt daar alleen maar erger. Je raadt het dus al: de vooruitblik ziet er niet goed uit. De komende zes maanden zullen de omstandigheden niet verbeteren, denkt de directie. Deze aflevering kijken we of er nog lichtpuntjes in de cijfers vindbaar zijn. Wat voor jou als aandeelhouder (of potentiële aandeelhouder) het houvast is in deze resultaten. En wanneer dan ein-de-lijk dat herstel gaat plaatsvinden. Hoor je ook alles over de plannen van Basic-Fit. Dat heeft namelijk wéér een bedrijf overgenomen. Dit keer een in Duitsland. We kijken of de fitnessketen nu ook zelf breder wordt en of ze het aandeel meer gaan oppompen. Het aandeel Meta wordt ook opgepompt. Je hoort waarom het aandeel even 10 procent (!) in de plus staat. Praten we je ook bij over de crypto-inkomsten van president Trump. Die heeft even een miljard dollar verdiend met zijn belangen in de digitale munt. En Maxim heeft een prachtig verhaal over de gekke hobby van Mark Zuckerberg. Te gast: Thomas Pellegrom van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. See omnystudio.com/listener for privacy information.

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Mag7 verlieren 2.300 Mrd. $ in einem Monat, aber NASDAQ liefert bestes Quartal seit 2020. Halbleiterindex steuert auf bestes Jahr seit 1999 zu. Gold hat schwächstes Quartal seit 2013. Yen auf Tief seit 1986. Concentrix crasht 25% wegen KI-Angst. Aerovironment steigt. Bending Spoons geht an die Börse. 2,5 Mio. $ Umsatz pro Mitarbeiter, aber ein M&A-Suchtzyklus als Risiko. Tim Schumacher (SaaS Group) ordnet ein: Berkshire für vergessene Marken oder Schneeballsystem? Diesen Podcast vom 01.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Axios reports that Bending Spoons completed an initial public offering that raised about $1 billion, signaling investor interest in consumer-tech listings. Axios describes the company as the owner of AOL and Vimeo, highlighting a portfolio that blends legacy media and app-driven properties. The offering provides a price signal for how institutions value subscription and advertising revenue built on large user bases. Investors will watch pricing discipline and aftermarket performance to gauge the IPO window for similar companies. Private media and app operators may revisit filing plans if trading remains orderly, focusing on retention, unit economics, and transparent disclosures to meet public-market expectations.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

This week's WorldWideMarkets is a tour of cheap stocks that each come with a question mark. Simon Brown looks at Microsoft, where a forward PE of around 20 against a mean of 33 makes it look inexpensive — except free cash flow has slipped back to 2021 levels as AI and data-centre capex ramps. He revisits Afrimat, a high-quality cyclical now trading near 10-year lows, and digs into Bending Spoons, the Italian roll-up of legacy tech brands like Evernote, WeTransfer and AOL heading to the NASDAQ under code BSP. He also covers Naspers' latest results, the discount embedded in the Naspers-Prosus-Tencent chain, and why petrol gets a sizeable cut as Brent drops into the low 70s. Topics: Microsoft, Afrimat, Brent oil, Bending Spoons IPO, Naspers, Prosus, Tencent, Takealot. WorldWideMarkets is part of JustOneLap.com.

In questa puntata partiamo dalle nuove restrizioni americane sui modelli di intelligenza artificiale e dal dibattito su che cosa significhi davvero costruire una risposta tecnologica europea. Poi torniamo su Bending Spoons, sulla sua IPO negli Stati Uniti e sul modo in cui l'azienda sta dividendo il dibattito italiano: per alcuni è una bolla costruita su debito e acquisizioni aggressive, per altri è la prova che anche dall'Italia può nascere una grande tech company. Questo episodio è offerto da Klarna. Prova Klarna Premium o Klarna Max e ottieni il 30% di sconto per i primi 3 mesi, visita il sito ⁠https://l.klarna.com/22XC/actually Scopri i corsi della New Media Academy, la scuola di podcasting e digital journalism di Chora e Will: https://newmediacademy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's Headlines: In a rare occurrence, we're starting with good news. The FDA approved a new drug called Trodelvy that reduces aggressive triple-negative breast cancer progression by 40% compared to chemo — affecting 48,000 Americans a year — science is awesome. Zohran Mamdani swept Tuesday's New York primaries, no he wasn't on the ballot but all three of his DSA-endorsed challengers defeated incumbent Democrats including Dan Goldman and Congressional Hispanic Caucus chair Adriano Espaillat, triggering a full Democratic Party freakout — Letitia James called out Mamdani on CNN, former DNC chair Jaime Harrison posted a barely-veiled "if you hate the party don't use its resources" thread, and Mamdani responded with a Jalen Brunson clip from the Knicks parade. In Trump shenanigans, Donald admitted at a Pennsylvania rally that he personally called the US attorney in California to "take a look" at the governor's primary results, claiming Steve Hilton started winning about an hour after the call, which is either a confession of election interference or the most casual admission of abuse of power we've heard yet. He then refused to sign the bipartisan housing bill his own White House negotiated unless Republicans first pass the SAVE Act to overhaul voting laws before the midterms, got into a screaming match with Bill Cassidy at a Senate lunch over the Iran war vote. As expected, Speaker Mike Johnson immediately announced he'd push the SAVE Act through budget reconciliation to appease him — which is not what budget reconciliation is for, but here we are. In other news, Pete Hegseth forced out highly respected four-star General Christopher Donohue, who headed the Army in Europe and Africa, with more "personnel changes" expected next week as Hegseth continues his speed run of replacing competent military commanders with pliant ones. NATO Secretary General Mark Rutte visited the Oval Office, kissed Trump's ring, and had to sit there while Trump ranted for the fourth consecutive day about someone cutting the reflecting pool with a box cutter. And finally, Bending Spoons — the Italian tech company that owns Vimeo, WeTransfer, AOL, and Eventbrite — is planning a $19 billion US IPO. Resources/Articles mentioned: WSJ: New Drugs Are Replacing Chemo for Aggressive Breast Cancer NYT: Cait Conley Wins Primary to Face Mike Lawler in N.Y. Swing District NBC News: Trump endorses a second candidate in the South Carolina governor's race Axios: Socialist "earthquake" in NY leaves Democrats reeling: "Huge defeat" Politico: Trump says he asked US attorney for California election probe: ‘Do me a favor' AP News: Live updates: Trump speaks at National Mall rally for America 250 CNN: What's in the ‘SAVE America Act' and why is it so important to Donald Trump? MS Now: Inside Trump's closed-door clash with Senate Republicans The Hill: Speaker Johnson says he will push SAVE America Act through reconciliation 3.0 The Hill: Trump lays out new details on Reflecting Pool ‘vandals' WSJ: Hegseth Cuts Army Commander's Storied Career Short as Part of Broader Shake-Up Reuters: Vimeo owner Bending Spoons seeks $1.62 billion US IPO, sources say Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Several tech stories kick off this session, including RAID software compatibility warnings, Bending Spoons' IPO, foreign influence campaigns around data centers, and Fox's reported Roku purchase. Chuck Joiner, David Ginsburg, Jim Rea, Marty Jencius, Web Bixby, Jeff Gamet, and Eric Bolden focus heavily on streaming control, smart TV data collection, Apple TV's future, Spotify's removal of fake drug-related podcasts, and the rapid growth of AI majors in higher education.  MacVoices is supported by NordLayer. Secure your network & stay compliant with one toggle-ready platform. Get an exclusive offer: up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: MACVOICES10 at NordLayer.com/macvoices.  Try it risk-free—14-day money-back guarantee. Show Notes: Chapters: 00:00 Opening topics preview00:30 Show notes and topic setup00:50 RAID software compatibility warning01:39 Bending Spoons IPO and Vimeo concerns02:45 OpenAI, fake accounts, and data center influence campaigns03:33 Fox buying Roku for $22 billion04:14 Roku's role as both platform and device ecosystem05:34 Why Fox may want Roku's reach and data08:13 Why smart TVs already raise data questions08:27 Preference for external streaming boxes09:34 Concern over a future without dedicated streaming devices10:15 Smart TV apps versus Apple TV experience10:50 Will Apple update the Apple TV hardware?11:34 Enterprise, education, and signage uses for Apple TV12:15 Why Apple TV still matters in managed environments14:43 Spotify removes 57,000 fake podcast episodes15:19 Fake podcasts as funnels for illicit storefronts16:15 Growth of AI majors and minors in U.S. colleges16:38 University AI programs and funding pressures17:37 Education's resistance to AI versus new AI degrees18:38 AI programs as revenue streams20:39 The challenge of building a four-year AI curriculum21:52 AI and library science possibilities23:48 Librarians and evolving search tools24:41 Higher education concerns about AI-written assignments25:29 Proposed bans and AI detection tools26:08 Why banning AI may not be realistic26:39 False positives, false negatives, and student paranoia27:22 AI as an academic arms race27:35 Panel wrap-up and final thoughts27:55 Eric Bolden contact information28:58 Jeff Gamet contact information30:18 Web Bixby contact information31:33 Marty Jencius contact information33:07 Jim Rea contact information34:11 David Ginsburg contact information34:49 Live show information and closing35:34 Closing credits and support information Links:   Snap's slimmed down AR Specs go on sale later this year for $2,195https://www.engadget.com/2195207/snap-ar-specs-launch-price/If you rely on RAID array software on Mac, it's time to check with your supplierhttps://appleinsider.com/articles/26/06/11/if-you-rely-on-raid-array-software-on-mac-its-time-to-check-with-your-supplierBypass Siri AI Waitlist on macOS 27 Golden Gate Beta: Here's Howhttps://www.macrumors.com/how-to/bypass-siri-ai-waitlist-macos-27-beta/  Bending Spoons IPO: Mysterious owner of Vimeo, AOL, and Eventbrite files for stock market debuthttps://www.fastcompany.com/91555784/bending-spoons-ipo-sec-s1-filing-mysterious-vimeo-aol-eventbrite-owner-files-for-stock-market-debutOpenAI says fake accounts from China tried to turn Americans against data centers – Engadgethttps://www.engadget.com/2191966/openai-china-influence-campaigns-against-data-centers-reportFox is buying Roku for $22 billion – Engadgethttps://www.engadget.com/2194058/fox-is-buying-roku-for-22-billion/Spotify removed 57,000 fake podcast episodes selling illegal drugs after congressional pressurehttps://thenextweb.com/news/spotify-removed-57000-fake-podcast-episodes-drug-spamThe researcher Microsoft threatened just dropped a seventh Windows zero-day hours after Patch Tuesdayhttps://thenextweb.com/news/chaotic-eclipse-rogueplanet-windows-defender-zero-daReport: US colleges now offer 74+ AI majors and 89+ minors, and at least a dozen schools are set to add AI majors this year; only five had AI majors in 2021https://www.techmeme.com/260609/p3#a260609p3 Guests: Get detailed bios and contact information about for the panel on the MacVoices Live! Panel page on our web site:https://macvoices.com/macvoiceslive/macvoices-live-panel/ Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Several tech stories kick off this session, including RAID software compatibility warnings, Bending Spoons' IPO, foreign influence campaigns around data centers, and Fox's reported Roku purchase. Chuck Joiner, David Ginsburg, Jim Rea, Marty Jencius, Web Bixby, Jeff Gamet, and Eric Bolden focus heavily on streaming control, smart TV data collection, Apple TV's future, Spotify's removal of fake drug-related podcasts, and the rapid growth of AI majors in higher education.  http://traffic.libsyn.com/maclevelten/MV26190.mp3 MacVoices is supported by NordLayer. Secure your network & stay compliant with one toggle-ready platform. Get an exclusive offer: up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: MACVOICES10 at NordLayer.com/macvoices.  Try it risk-free—14-day money-back guarantee. Show Notes: Chapters: 00:00 Opening topics preview 00:30 Show notes and topic setup 00:50 RAID software compatibility warning 01:39 Bending Spoons IPO and Vimeo concerns 02:45 OpenAI, fake accounts, and data center influence campaigns 03:33 Fox buying Roku for $22 billion 04:14 Roku's role as both platform and device ecosystem 05:34 Why Fox may want Roku's reach and data 08:13 Why smart TVs already raise data questions 08:27 Preference for external streaming boxes 09:34 Concern over a future without dedicated streaming devices 10:15 Smart TV apps versus Apple TV experience 10:50 Will Apple update the Apple TV hardware? 11:34 Enterprise, education, and signage uses for Apple TV 12:15 Why Apple TV still matters in managed environments 14:43 Spotify removes 57,000 fake podcast episodes 15:19 Fake podcasts as funnels for illicit storefronts 16:15 Growth of AI majors and minors in U.S. colleges 16:38 University AI programs and funding pressures 17:37 Education's resistance to AI versus new AI degrees 18:38 AI programs as revenue streams 20:39 The challenge of building a four-year AI curriculum 21:52 AI and library science possibilities 23:48 Librarians and evolving search tools 24:41 Higher education concerns about AI-written assignments 25:29 Proposed bans and AI detection tools 26:08 Why banning AI may not be realistic 26:39 False positives, false negatives, and student paranoia 27:22 AI as an academic arms race 27:35 Panel wrap-up and final thoughts 27:55 Eric Bolden contact information 28:58 Jeff Gamet contact information 30:18 Web Bixby contact information 31:33 Marty Jencius contact information 33:07 Jim Rea contact information 34:11 David Ginsburg contact information 34:49 Live show information and closing 35:34 Closing credits and support information Links:   Snap's slimmed down AR Specs go on sale later this year for $2,195 https://www.engadget.com/2195207/snap-ar-specs-launch-price/ If you rely on RAID array software on Mac, it's time to check with your supplier https://appleinsider.com/articles/26/06/11/if-you-rely-on-raid-array-software-on-mac-its-time-to-check-with-your-supplier Bypass Siri AI Waitlist on macOS 27 Golden Gate Beta: Here's How https://www.macrumors.com/how-to/bypass-siri-ai-waitlist-macos-27-beta/   Bending Spoons IPO: Mysterious owner of Vimeo, AOL, and Eventbrite files for stock market debut https://www.fastcompany.com/91555784/bending-spoons-ipo-sec-s1-filing-mysterious-vimeo-aol-eventbrite-owner-files-for-stock-market-debut OpenAI says fake accounts from China tried to turn Americans against data centers – Engadget https://www.engadget.com/2191966/openai-china-influence-campaigns-against-data-centers-report Fox is buying Roku for $22 billion – Engadget https://www.engadget.com/2194058/fox-is-buying-roku-for-22-billion/ Spotify removed 57,000 fake podcast episodes selling illegal drugs after congressional pressure https://thenextweb.com/news/spotify-removed-57000-fake-podcast-episodes-drug-spam The researcher Microsoft threatened just dropped a seventh Windows zero-day hours after Patch Tuesday https://thenextweb.com/news/chaotic-eclipse-rogueplanet-windows-defender-zero-da Report: US colleges now offer 74+ AI majors and 89+ minors, and at least a dozen schools are set to add AI majors this year; only five had AI majors in 2021 https://www.techmeme.com/260609/p3#a260609p3 Guests: Get detailed bios and contact information about for the panel on the MacVoices Live! Panel page on our web site: https://macvoices.com/macvoiceslive/macvoices-live-panel/ Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

El episodio 119 llegó con historia, escándalo y datos que no te podés perder.Arrancamos con el hito más grande del momento: Elon Musk se convirtió en el primer trillonario de la historia. SpaceX salió pública a 2.3 trillones de dólares y lo puso en una categoría donde nadie más existe. Lucas lo dijo mejor que nadie: él está más cerca de Larry Page que Larry Page de Elon. Un número que no tiene sentido hasta que lo escuchás.Después hablamos de por qué SpaceX no es solo una empresa espacial. Es la única compañía verticalmente integrada de principio a fin para la era AI: tiene datos, centros de cómputo, energía solar, telecomunicaciones satelitales y exploración espacial bajo el mismo techo. El bull case es simple y brutal.Luego viene el escándalo de la semana. El fundador de Cloudflare contó públicamente que Vinod Khosla, uno de los VCs más respetados del mundo, intentó convencerlo de echar a sus co-founders a cambio de quedarse con todo el equity. Y cuando lo negó, publicó el term sheet como prueba. Una historia que debería leer todo founder antes de levantar su primera ronda.También hablamos de un caso cercano que sirve de advertencia real: un co-founder que quiso salirse de una startup que no funcionaba y recibió amenazas legales de sus socios y los VCs para que perdiera su vesting. La lección es clara — antes de arrancar una compañía, hay que tener las conversaciones incómodas.En el frente de IPOs, Anthropic y OpenAI hicieron sus filings privados casi al mismo tiempo y están obligando a los banqueros a elegir bando. Lucas se queda con Anthropic. Cristóbal también, aunque reconoce que la flexibilidad moral de Sam Altman en el mundo de Trump puede ser una ventaja.Después analizamos a Bending Spoons, los italianos que compraron Evernote, Vimeo y WeTransfer entre otros, y los están exprimiendo con AI desde Milano a una fracción del costo americano. Un modelo de negocio que muchos subestiman y que ya factura más de un billón de dólares al año.Cerramos con tres temas que tocan directamente la vida cotidiana. AI destruyó el modelo de las grandes consultoras — Accenture cayó 18% en un solo día y los puestos entry-level están desapareciendo, lo que pone en jaque el ROI del MBA. Los smartphones y la caída global de la natalidad tienen una correlación que empieza a asustarnos a todos. Y los propios CEOs de las redes sociales no le dan pantallas a sus hijos, que es la señal más honesta que existe sobre lo que realmente piensan de sus productos.

This week, we separate facts from opinions on the news that Fox Corporation has agreed to acquire Roku. We break down all the numbers, the impact on Tubi and The Roku Channel, Roku's hardware business, and all the other details you need to know. We also cover World Cup TV and streaming viewership stats released by Fox Sports, ITV, NBC Sports, STV, and others. We detail the revenue and profit numbers from Bending Spoons' SEC filing, which plans to go public this year. Finally, we go through the latest codec and protocol news, including Apple's HTTP Live Streaming enhancements, the Alliance for Open Media publishing AV2 specs, and the impact on OTT services from current codec and ABR patent suits.Podcast produced by Security Halt Media

We lead with the possible IPOs from OpenAI, Anthropic and SpaceX, and the much bigger question behind them: where is all that money supposed to come from? The capital markets seem to believe the answer is labor. If AI valuations are going to make any sense, then the bet is not simply that AI companies will sell more software. The bet is that AI will absorb, replace or reorganize a massive piece of the payroll line. Joe believes marketers need to prepare for a labor reckoning sooner rather than later. Robert is more skeptical. As usual, the truth may be somewhere in the middle. Then the boys break down Bending Spoons and its rollup of old internet and media brands, including AOL, Vimeo, Evernote and others. The lesson for marketers? Distressed media assets inside your industry may be one of the biggest opportunities nobody is talking about. In a world where building audience from scratch is harder than ever, the cheapest audience may be the one someone else forgot they owned. In Winners and Losers, Joe's winner is FIFA, which reminded every marketer that rented land is always rented land, even when your name is on the stadium. Robert's loser is Turner Classic Movies. In Rants and Raves, Joe raves about Pat McAfee's new media model and what happens when an expert builds the audience, owns the IP and lets big media rent access. Robert has commentary on MrBeast's claim that he could build a faceless YouTube channel to 20 million subscribers in six months, and what that says about formats, systems and the future of creator media. Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing.  ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at http://www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/  Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork

Sigma Healthcare, the owner of Chemist Warehouse, is chasing a $14 billion deal to buy UK pharmacy giant Boots. Kmart is opening a massive furniture showroom called K Home to grab a bigger slice of the furniture market. Bending Spoons, the Italian app studio that buys dying internet brands has just filed for a $20 billion Nasdaq IPO. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

In questa puntata parliamo del modo sbagliato con cui l'Italia racconta le sue startup, da Satispay a WeRoad. Poi passiamo alla sentenza tedesca sull'AI Overview di Google, che apre una domanda enorme: le aziende sono responsabili di ciò che dice la loro AI? In chiusura guardiamo ai numeri di Bending Spoons e alla sua scommessa su acquisizioni e distribuzione. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Run the Numbers, CJ breaks down Bending Spoons' F-1 filing and the acquisition machine behind AOL, Evernote, Vimeo, Eventbrite, and more. He unpacks the company's playbook: buy under-optimized digital businesses, transform operations, raise prices, reinvest earnings, and repeat — while asking the core question: how much was built, and how much was bought?—SPONSORS:RightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartupsSpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cjBrex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/run—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 What is Bending Spoons?1:03 The Internet's attic: the portfolio3:11 The metrics rundown5:44 Revenue: $1.3B, 95% growth6:04 82% of growth was bought, not built6:29 Gross margin: 66%6:50 Subscription mix and NRR7:33 Net income: basically zero8:00 Cash: $741M, debt: $4.4B8:35 Revenue per employee: $2.57M9:39 Sponsors — RightRev | Rillet | EY12:42 Organic growth is mostly price hikes13:50 A house of adjustments14:54 Add-backs bigger than the profit15:22 The reorganization line: cost of firing19:21 Sponsors — SpendHound | Brex | Aleph22:51 Does the playbook actually work?23:07 Evernote: the proof point23:45 Romini: the growth proof point24:10 AI in three directions at once25:45 The debt engine27:50 Red flag 1: material accounting weaknesses28:38 Red flag 2: pro forma numbers come with a confession29:00 Red flag 3: App Store dependency29:11 Red flag 4: no long-term contracts29:30 Red flag 5: foreign private issuer29:52 Red flag 6: they've never sold anything30:19 Cap table and board31:07 Valuation: 14–18x33:00 Bull vs. bear case33:55 Miscellaneous: the S1 is already stale35:25 Credits

In today's MadTech Daily, we cover Netflix bringing Upfronts to the UK for the first time, Brussels forcing Meta to allow rival AI services on WhatsApp, and Italy's Bending Spoons filing for a US IPO.

Was zeigt Apple auf der WWDC über die Siri AI? OpenAI kündigt IPO-Filing an. Was Apples Restaurantrechnungs-Feature mit dem DMA zu tun hat und warum es in der EU nicht laufen wird. Im IPO-Corner stehen jetzt SpaceX, OpenAI und Anthropic gleichzeitig. SpaceX schließt zwei Milliarden-Cloud-Deals mit Anthropic und Google, ist beim Börsengang am Freitag aber nur doppelt überzeichnet. Goldman Sachs erwartet eine Verhundertfachung der KI-Sparte bis 2030. The Information enthüllt: xAI trainierte Grok monatelang auf Claude. Moonshot AI macht eine Achtfach-Runde. Meta zieht den Google-Move mit eigener Kapitalerhöhung. Bending Spoons (Komoot, AOL, Evernote, WeTransfer) plant einen Nasdaq-IPO. Meta bildet eigene Data-Center-Bauarbeiter aus. Chinas Exporte fallen. Landgericht Frankfurt verhängt Ordnungsgeld gegen Meta. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) WWDC: Apple-Refactoring & Siri AI (00:11:26) DMA-Stopp: Apple AI nicht für die EU (00:19:58) IPO-Corner: SpaceX, OpenAI, Anthropic (00:24:24) Anthropic + Google mieten Colossus (00:27:37) SpaceX Lock-up: Sale ab August (00:31:39) Goldman: SpaceX-AI 100x bis 2030 (00:36:33) SpaceX nur 2x überzeichnet (00:40:15) Retail-Offensive: Trade Republic, Revolut & Co. (00:55:44) SpaceX-Disclaimer & Kraken 5x Perp (00:59:21) XAI trainierte GROK auf Claude (01:02:39) Moonshot AI bei $30 Mrd. (01:04:51) Kalshi zahlt Influencer für Wahl-Narrative (01:07:12) Meta zieht den Google-Move (01:12:17) Bending Spoons plant Nasdaq-IPO (01:16:37) Meta Workforce Academy (01:18:22) Google AI Plus auf $4,99 (01:31:34) Pik-Temu: Chinas Exporte fallen (01:33:10) Landgericht Frankfurt straft Meta Shownotes Apple verschiebt Siri AI in der EU wegen DMA - apple.com OpenAI reicht IPO-Filing vertraulich ein - bloomberg.com SpaceX-IPO 2-fach überzeichnet, Orders schließen Mittwoch - bloomberg.com Google mietet SpaceX-Compute für $920 Mio. pro Monat - bloomberg.com SpaceX signs $30bn deal to lease computing capacity to Google - ft.com Goldman Sachs expects SpaceX's AI revenue to increase 100-fold by 2030 - ft.com Cursor erreicht $4 Mrd. annualisierten Umsatz - forbes.com SpaceX-IPO belebt europäisches Retail-Investing - reuters.com Kraken launcht SpaceX 5x Leverage Perp - blog.kraken.com XAI trainierte GROK monatelang auf Claude-Outputs - the-decoder.com Moonshot AI sucht $30 Mrd. Bewertung - bloomberg.com Kalshi: Bezahlte Influencer sollen LA-Wahl-Posts löschen - semafor.com Meta weighs big equity raising after blockbuster Google deal - ft.com Bending Spoons reicht US-IPO ein - reuters.com Meta launcht Workforce Academy für Data-Center-Bauer - wsj.com Google senkt AI-Plus-Preis auf $4,99 - 9to5google.com Chinas E-Commerce-Export stockt durch Iran-Krieg - reuters.com Landgericht Frankfurt: Ordnungsgeld gegen Meta - spiegel.de

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Bending Spoons plant IPO bei 20 Mrd. $. Iran-Israel-Waffenruhe beruhigt Märkte. Jensen Huang feiert den Freitags-Dip. Intel steigt - NVIDIA und Google wollen dort produzieren. Intesa will Monte dei Paschi für 31 Mrd. € kaufen. Corning steigt dank Amazon. Charlie Mungers Lieblingsinvestor Li Lu hat eine neue Position: Tencent Music (WKN: A2N7WQ). Das Spotify Chinas ist 60% gefallen und wird nur zum 8-fachen Gewinn gehandelt. Aber Bytedance greift an und TME streicht wichtige Nutzerzahlen. Von Darmstadt-Student zu 100 Mrd. $ Vermögen. John Tu hat 1987 alles verloren, Kingston gegründet, für 1,4 Mrd. $ verkauft, für 450 Mio. $ zurückgekauft. Heute ist die Chipfirma 160 Mrd. $ wert. Diesen Podcast vom 09.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

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A small town ballerina with no business background, Julia Hartz had no guarantee that Eventbrite would work. What began as a bootstrapped startup she co-founded became a 20-year journey full of challenges, including a crisis like no other: COVID, wiping out the events industry almost overnight. But each challenge sharpened her leadership skills, and Julia ultimately turned  Eventbrite into the powerhouse it is today before exiting on her own terms. In this episode, Julia shares how these moments shaped her leadership and taught her how to build, scale, and evolve a meaningful business, even when it costs you everything. In this episode, Hala and Julia will discuss:  (00:00) Introduction (02:08) Julia's Empathy-Driven Founder Mindset (04:46) Launching a Startup Without a Business Background (14:14) Co-Founding Eventbrite: Spotting the Gap in 2006 (25:23) Leading Through Crisis and Change (35:18) The Return of Live Events (44:04) Building a Company Culture That Evolves (48:24) CEO Mindset and Underrated Leadership Skills (1:04:48) Balancing Family and Entrepreneurship (1:11:02) Leadership Advice in the AI Era  Julia Hartz is the co-founder and former CEO of Eventbrite, one of the world's leading platforms for live events. She co-founded Eventbrite in 2006 with her husband Kevin Hartz and Renaud Visage, later becoming the sole CEO in 2016 and leading the company through its 2018 IPO. Eventbrite entered a new chapter in December 2025 when Bending Spoons announced a $500 million all-cash acquisition, which closed in March 2026, taking Eventbrite private. Sponsored By: Huel - Get over $50 in savings with the Discovery Bundle from Huel. Use my exclusive code YAP15 for 15% off at huel.com/yap15. Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Fabric - Protect your family with term life insurance from Fabric by Gerber Life. Apply today in just minutes at meetfabric.com/profiting  ZocDoc - Stop putting off those doctors' appointments. Find and instantly book a doctor you love today at Zocdoc.com/PROFITING  Blinkist - Turn the world's best nonfiction books into quick 15-minute reads or listens. Grab your free trial plus an exclusive 30% discount at blinkist.com/profiting   Remitly - Transfer money internationally with Remitly, with no hidden fees. Use code BUSINESS to get a $100 bonus after you send $300 or more. New customers only.  Prolon - Reset and rejuvenate your body with Prolon's five-day plant-based fasting mimicking program. Go to ProlonLife.com/PROFITING for 15% off sitewide plus a $40 bonus gift when you subscribe to their 5-Day Program. Resources Mentioned: Julia's Instagram: instagram.com/juliahartz Julia's LinkedIn: linkedin.com/in/juliahartz  The Art of Gathering by Priya Parker: bit.ly/PP-TAOG   Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Passive Income, Online Business, Solopreneur, Networking

How has streaming changed from simply delivering video to becoming one of the most important business engines behind sports, media, and customer engagement? In this episode of Tech Talks Daily, I sit down with Filippo de Salazar, who leads the Brightcove team following its acquisition by Bending Spoons, to talk about how the company is evolving and where the future of streaming is heading next. With more than 20 years in the industry and powering over a billion streams every week, Brightcove has become the invisible backbone behind many of the broadcasters, publishers, sports networks, and enterprise video experiences we all rely on without ever thinking about the technology behind them. Filippo shares how the past year has accelerated Brightcove's product velocity, with major releases including AI capabilities, live 4K, live DRM, and automation tools that help customers move faster without compromising reliability. While the business has gained speed, he explains that Brightcove's focus on stability and customer obsession remains unchanged, especially when customers depend on mission-critical video workflows that leave no room for failure. We also unpack how AI is moving beyond hype and creating measurable value for broadcasters today. From automatically detecting live sports highlights and clipping them for instant social sharing, to improving ad placement relevance, generating live captions, and translating content into more than 70 languages, AI is reshaping both operational efficiency and revenue generation. Filippo explains how tools like Brightcove's Universal Translator and Metadata Optimizer are helping broadcasters unlock ROI that simply was not possible before. Our conversation also covers personalized streaming, fan engagement, cloud-native automation, and the rise of FAST channels. We discuss why sports audiences now expect low latency, instant highlights, and highly personalized viewing experiences, and how broadcasters must balance those expectations with the realities of infrastructure costs and monetization pressure. Filippo also shares why discoverability has become one of the biggest battlegrounds in streaming, with some viewers spending more time searching for content than actually watching it. Looking ahead, Filippo outlines the three trends he believes will define the next phase of streaming: intelligent automation, stronger monetization discipline, and managing fragmented viewing behaviors across live, subscription, ad-supported, and FAST environments. As media companies try to unify these experiences without adding complexity, platforms like Brightcove are becoming increasingly central to how modern video businesses operate. What does the future of streaming really look like when AI, automation, and personalization all collide, and are broadcasters ready for what comes next? Useful Links Connect with Filippo de Salazar Learn more about Brightcove following its acquisition by Bending Spoons Visit the Sponsors of Tech Talks Network and learn more about the NordLayer Browser.