Podcasts about Boom

This is The Zone of Disruption! This is the I AM RAPAPORT: STEREO PODCAST! His name is Michael Rapaport aka The Gringo Mandingo aka aka The People's Pickle aka The Jewish Brad Pitt aka Captain Colitis aka The Disruptive Warrior aka Mayor Rapaport 2029 and he is here to discuss: NYC Blizzard Boom Zoron The Moron's Shoveling Plan USA Hockey Gold Medal Teams Madness In Mexico NBA Slugfests BAFTA Controversy & a whole lotta mo'. This episode is not to be missed! CaptainPicks To Win In Sports Betting: https://www.winible.com/checkout/1357777109057032537?store_url=/captainpicks&c=kickoff Rate & Review on Apple Podcasts or Spotify Send questions & concerns to: iamrapaportpodcast@gmail.com Subscribe to Rapaport's Reality Feeds: iHeartRadio: https://www.iheart.com/podcast/867-rapaports-reality-with-keb-171162927/ Apple Podcasts: https://podcasts.apple.com/us/podcast/rapaports-reality-with-kebe-michael-rapaport/id1744160673 Spotify: https://open.spotify.com/show/3a9ArixCtWRhfpfo1Tz7MR Pandora: https://www.pandora.com/podcast/rapaports-reality-with-kebe-michael-rapaport/PC:1001087456 Amazon Music: https://music.amazon.com/podcasts/a776919e-ad8c-4b4b-90c6-f28e41fe1d40/rapaports-reality-with-kebe-michael-rapaport Stand Up Comedy Tickets on sale at: MichaelRapaportComedy.com If you are interested in NCAA, MLB, NBA, NFL & UFC Picks/Parlays Follow @CaptainPicksWins on Instagram & subscribe to packages at www.CaptainPicks.com www.dbpodcasts.com Produced by DBPodcasts.comFollow @dbpodcasts, @iamrapaport, @michaelrapaport on TikTok, Twitter & InstagramMusic by Jansport J (Follow @JansportJ) www.JansportJMusic.comSee omnystudio.com/listener for privacy information.

JAKEGTV is joining us live from the supposed war zone in Puerto Vallarta, where the Zionist media is shoving down endless footage of black smoke, burning buses, torched stores, flaming highways, and panicked tourists after the U.S.-backed hit on CJNG leader El Mencho. Stew Peters breaks down Tucker Carlson's absolute demolition of Mike Huckabee in their explosive Israel interview. Huckabee, the fake Christian Zionist US Ambassador to Israel, got caught red-handed pushing the Jewish supremacist fantasy that Israel has a “biblical right” to steal the entire Middle East from the Nile to the Euphrates.

Sam Altman has a lot of stuff to say about AI and let's just say comms needs to have a quiet word with him. SaaS may or may not be dead, but is the replacement vertical AI? And a big thought experiment. If the AI bulls are right and AI transforms the economy, what might that look like? Sam Altman Says Companies Are ‘AI Washing' Layoffs (Gizmodo) People Loved the Dot-Com Boom. The A.I. Boom, Not So Much. (NYTimes) Sam Altman would like to remind you that humans use a lot of energy, too (TechCrunch) Half the AI Agent Market Is One Category. The Rest Is Wide Open. (Garry's List) Google Restricts AI Ultra Subscribers Over OpenClaw OAuth, Days After Anthropic Ban (Implicator.ai) THE 2028 GLOBAL INTELLIGENCE CRISIS (Citrini Research) Learn more about your ad choices. Visit megaphone.fm/adchoices

It's an epic new Davey Mac Sports Program as we're talking about the United States of America's dramatic and incredible victory over Canada in Olympic hockey!   Amazing!   The Devils' Jack Hughes scores the game-winner to give America the gold!   How did the Hughes Brothers celebrate after their fantastic win?!   The team pays tribute to Johnny Gaudreau and his brother Matthew who were tragically killed in 2024...beautiful stuff.   Plus, some people are really down on the Olympics and the Americans' success?!   Also, ESPN embarrasses themselves yet again with First Take completely dropping the ball...or shall we say...the puck!   ESPN also screws up by showing the wrong graphic of a deceased NFL player!   And, ESPN announces the programming which will replace Sunday Night Baseball...will it work?!   The guys chat Angel Reese and the Knicks and then call it a day as Snowmageddon Part II destroys the state of New Jersey and possibly planet Earth!   It's a fun and fiery 423rd episode of the award-winning* Davey Mac Sports Program that you need to experience today!   BOOM! * Best Independent Sports Podcast - iTunes Editorial Team

we wish basketball season was over, but the batcats have had an okay weekend in arlington (as of time of recording) and BOOM k-state football picks up a commitment right at the end of the show! Learn more about your ad choices. Visit podcastchoices.com/adchoices

The market is “seeking out existential threats” around AI and tech, argues Scott Ladner. “Fundamentally, [the AI revolution] will be a good thing,” he adds, anticipating it to add jobs in the future and spark an entrepreneurial boom. He thinks we will see a couple of rate cuts this year, and anticipates a “boring Fed” after Warsh is confirmed as Fed Chair. His picks right now include financials, cyclicals, and emerging markets. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

In a country once dominated by the Church and later known for turning away from it, a surprising trend is emerging. Booksellers across Ireland say more young people are buying Bibles, not for school or as gifts, but for themselves. So, what's behind the shift?Joining Seán to discuss is Seán O'Toole, second year law student at DCU and Founder of DCU Bible Study.

we wish basketball season was over, but the batcats have had an okay weekend in arlington (as of time of recording) and BOOM k-state football picks up a commitment right at the end of the show! Learn more about your ad choices. Visit podcastchoices.com/adchoices

3. Stevenson-Yang 3: Ghost Cities and the Infrastructure Credit Boom. Massive cash injections fueled construction of empty "ghost cities" and emulated Western landmarks, leading to a monumental credit expansion that eventually dwarfed the American system. Guest: Anne Stevenson-Yang.

In this week's episode of WSJ's Take On the Week, co-host Miriam Gottfried and guest host Dan Gallagher, a tech columnist for Heard on the Street, chat with Jefferies software analyst Brent Thill about the recent turbulence in the business software market. They talk about the growing fears that AI will replace the need for traditional software-as-a-service, or SaaS, platforms like Intuit, Salesforce, and Workday. They analyze how the narrative around AI "vibe coding"—where businesses generate their own apps using simple text prompts—has led to a sharp selloff in cloud software stocks. They also note other factors weighing on the sector, including tech layoffs and the shift away from seat-based software pricing models and toward consumption-based metrics. After the break, Thill explains why he thinks the market's fears over AI disrupting major enterprise software are overblown. They explore why large companies won't trust AI with critical systems for payroll, accounting or taxes. Then Thill makes the case for why AI infrastructure and security companies remain safe bets, and why the current tech selloff and depressed valuations are setting the stage for a massive tech M&A boom driven by private-equity firms. This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Threat of New AI Tools Wipes $300 Billion Off Software and Data Stocks AI Won't Kill the Software Business, Just Its Growth Story What You Need to Know About the AI Models Rattling Markets Meta Overshadows Microsoft by Showing AI Payoff in Ad Business Thoma Bravo's $34 Billion Fundraising Haul Bucks Private-Equity Slowdown IBM Strikes $11 Billion Deal for Confluent For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.  Follow Miriam Gottfried here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Keine europäische Wirtschaft wuchs in den letzten Jahren so beständig und schnell wie jene Maltas. Treiber sind der Tourismus, das online-Glücksspiel, die Finanzdienstleister oder der Verkauf maltesischer Pässe an Ausländer. Getrübt wird der Erfolg allerdings durch die weit verbreitete Korruption. Malta versteht es bestens, seine Kleinstaatlichkeit in wirtschaftlichen Erfolg umzumünzen. Als kleiner Staat kann es Gesetze erlassen und damit in lukrativen Nischen hohe Gewinne erzielen. Ein Beispiel dafür ist das online-Glücksspiel. In diesem aufstrebenden Sektor ist Malta einer der Marktführer. Rund 10 Prozent der maltesischen Wirtschaftsleistung stammen aus dem sogenannten online-Gambling. Malta wurde 1964 von Grossbritannien unabhängig und ist seit 2004 Teil der EU. Die Teilhabe am Binnenmarkt, die englische Sprache oder die gut ausgebildete Bevölkerung sind weitere Faktoren, die den Boom begünstigen. Im kleinen Inselstaat entstanden in den letzten Jahren hunderttausende neue Stellen. Viele sind nur über die massive Zuwanderung ausländischer Arbeitskräfte zu besetzen. Was zunehmend Widerstand weckt. Schwere Korruptionsfälle überschatten den Erfolg. In diese sind auch Exponenten aus Politik, Wirtschaft und Verwaltung involviert. Augenfällig wurde dies durch den Mord an der Journalistin Daphne Caruana Galizia im Jahr 2017. Sie hatte zu Korruptionsskandalen recherchiert und bezahlte dies mit ihrem Leben.

Is the Golden Age of online toy collecting over? On this episode of Five Idiots Talking Toys, the boys are breaking down the state of Facebook collector groups in 2026 and how things have changed since the COVID-19 boom.From the incredible rush of instant sales and live auctions to the current reality of overpriced "COVID collections" that won't sell, we dive into why you might be seeing less activity and more frustration on your favorite collecting pages.We also discuss:• The life cycle of groups like the Imperial Commissary (IC).• Why collectors are moving from sales to community.• The difference between a scam live sale and a trustworthy one.• The surprising age-out of vintage collectors!Let us know what YOU think in the comments! Are your groups dead or thriving? And for a chance to be featured on a future episode, call the FITT voicemail line: 732-800-1977 ☎️Chapters0:00 - Intro & The Question0:33 - Welcome & The Topic: Online Collector Groups1:29 - Panel Introduction & Current Group Activity4:40 - Missing the Sales: Price Gouging Post-COVID7:43 - The Death of Discussion: Analytics and Dead Posts9:37 - The COVID "Boom" vs. The Current Reality11:14 - The Nostalgia of Live Sales (The "Shower" Story)12:39 - Collections are Complete: Why Activity Has Dropped15:21 - The Imperial Commissary (IC) Groups Discussion18:01 - Facebook vs. eBay: Finding Better Prices19:38 - Live Sale Tactics and Red Flags21:04 - Game: When Did the "Five Idiots" Join the IC?26:01 - The OG Nerd is Revealed!28:35 - Why Groups Were So Active: Lockdown & Community31:39 - Friend Requests vs. Following (Selling Strategy)33:07 - John's Facebook Ban Woes (and the Library)39:07 - Are Collecting Groups Still Alive?41:39 - Looking Forward: Modern Toys & Future Content42:50 - Call to Action: Comments and Voicemail Line#toycollecting #vintagestarwars #roguefivetoys #imperialcommissary #starwarscollector #toysales #facebookgroups #toycommunity #toyhunt #vintagetoycollecting #fitt-----------------------

Frankie Stockes fills in for Stew Peters to cover the latest on the pending war with Iran, the Epstein File cover-up, FAKE alien hysteria, and the ongoing GENOCIDE of the American People Take a sneak peek at the TZLA event with Jeff Berwick and hear from the life-changing testimonies of users. This is what they stole from Nikola Tesla. This is the cure they suppress.

Max and 99 kick off another episode of their still-unnamed weekly show, diving into everything from grocery inflation and RFK’s bizarre workout videos to the future of progressive organizing through the Working Families Party and DSA. They workshop show name suggestions from listeners, tackle emails on how to influence the Democratic Party, and debate their Top Five movie villains. Chapters Intro: 00:00:15 Housekeeping: 00:02:30 Headlines: 00:16:14 Emails: 00:36:35 Top 5: 01:03:59 Beyond the Bullshit: 01:20:33 Memberships: 01:22:53 Outro: 01:23:26 Resources Vengaboys: Boom, Boom, Boom, Boom!! devilleforcongress.com In These Times: Read This If You're New and Trying to Find Your Way RFK Jr. Instagram Video Business Insider: I followed an RFK-approved, $15-a-day diet Philosophy for the People w/Ben Burgis: Losing Lucy The Block: Polymarket investor Vitalik Buterin says prediction markets need to stop catering to 'dumb opinions' Bruce Springsteen: Streets Of Minneapolis Working Families Party Democratic Socialists of America UNFTR Resources Chester A. Arthur and Julia Sand: Strange Bedfellows. Video: On The Record (Cuba Libre | AOC Stumbles Abroad | Racist Caught at Senate Hearing) UNFTR's 5 Non-Negotiables -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility. Unf*cking the Republic is produced by 99 and engineered by Manny Faces Media (mannyfacesmedia.com). The show is hosted by Max and distributed by 99.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

The Peter Boyles Show - February 21, 2026 HOUR 2: Peter Boyle is joined in studio by legendary concert promoter Chuck Morris, who recounts his path from graduate school in political science to building Colorado’s live music scene. The conversation covers the early Boulder club days, opening Tulagi’s, launching Ebbets Field, and partnering with Barry Fey during the rise of large-scale Colorado concerts. Morris shares firsthand stories about booking early shows for Eagles, managing the Nitty Gritty Dirt Band, and seeing Steve Martin open shows before becoming famous. The hour also includes behind-the-scenes memories of Red Rocks, major multi-venue concert nights, and Morris’s trip to the Soviet Union with the Dirt Band, arranged through Philip Anschutz, including performances in Moscow and Gorky Park.See omnystudio.com/listener for privacy information.

Frankie Stockes fills in for Stew Peters covering the latest updates from the Middle East, as the United States prepares to fight another war for Israel. Meanwhile, in the United States, government officials and propagandists are trying to shift the narrative away from the Epstein Files.

President Trump is reversing the Biden administration's years of damage to American “family finances” and “federal finances.” When Biden left office in Jan. 2025, “the private sector wasn't adding any jobs at all, but losing them,” explains E.J. Antoni, Ph.D., The Heritage Foundation's chief economist. One year later and Trump is righting the ship: Last month was the best January ever for employment among native-born Americans.  The private sector added 172,000 jobs while government jobs declined by 42,000. All told, Donald Trump has reduced the federal bureaucracy by 323,000 in just one year.

Kimchi One from Brightcore – Health Starts in the Gut Get 25% off – Use Code: AWK at https://mybrightcore.com/AndWeKnow Or call (888) 317-9941 for up to 50% OFF your order and Free Shipping!  —————— TriTails BEEF: Ribeye Special: http://trybeef.com/andweknow —————— Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ————————— ➜ Our AWK Website: https://www.andweknow.com/ ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ——  *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways: + DISCORD Fellows: https://discord.gg/kMt8R2FC4z

This episode of The Richard Sherman Podcast dives headfirst into one of the biggest defensive arguments of the modern NFL era: the 2013 Seattle Seahawks’ Legion of Boom vs. the 2015 Denver Broncos’ No Fly Zone. Sherm gives respect to Von Miller, Aqib Talib, Chris Harris Jr., DeMarcus Ware, and the dominant Broncos Super Bowl defense — but then breaks down, stat by stat and tape by tape, why he believes Seattle’s defense wasn’t just better… it wasn’t even close. From interceptions and passing yards allowed to playoff performances and Super Bowl opponents, Sherman explains how the Seahawks shut down one of the greatest offenses in NFL history and why turnovers, intelligence, and scheme made the Legion of Boom historic. He also clears up the man-coverage vs. zone-coverage myth and explains how Seattle’s communication, football IQ, and depth separated them from every defense of the era. Plus, Sherman discusses:- Why turnovers matter more than style points- Peyton Manning’s historic 2013 offense versus Cam Newton’s MVP season- How Seattle’s scheme influenced Denver’s roster build- Why modern NFL defenses rarely stick to heavy man coverage- The philosophy behind the Legion of Boom’s four-season dominance Hit subscribe and turn on notifications — we’re dropping new content all offseason, including news, analysis, and breakdowns of your favorite teams and players. Wherever you are in the world, you’re with us — and we appreciate your support. All lines provided by Hard Rock Bet. See omnystudio.com/listener for privacy information.

Welcome to another episode of The AZREIA Show! This episode, Mike Del Prete goes solo to give a 2026 Arizona real estate "Path of Progress" update. He dives into emerging investment corridors, major market drivers, and strategies every investor should know to stay ahead. From North Phoenix's Loop 303 boom fueled by TSMC, to West Valley logistics hubs, Southeast Valley growth, and Tucson's hottest areas, Mike breaks down where the opportunities are. Learn about Arizona's rise as a data center hub, the growing demand for senior housing and assisted living, and how new regulations like FINCEN reporting and Arizona HB 2486 could impact investors. Mike also highlights creative acquisition tools including cash, options, seller carrybacks, sub-to, and wraps, and previews the Creative Finance Academy on March 14–15 for those looking to level up their deal-making skills. Whether you're flipping, wholesaling, renting, or building, this episode gives you the insights to invest smarter in Arizona's evolving market. 00:53 Path of Progress Data + Creative Deal Tools 02:48 2026 Market Snapshot: Inventory, Rates & Deal Timing 03:24 North Phoenix & Loop 303 Boom 04:28 West Valley Growth: Buckeye, Goodyear & Logistics 05:39 Southeast Valley + Tucson Markets 06:56 Investor Game Plan: Wholesales, Flips, Rentals, New Builds 07:55 Arizona Data Centers: Big Tech & Investor Plays 09:52 Senior Housing & Assisted Living Trends 12:51 Regulatory Update #1: FINCEN Reporting Rule 15:25 Regulatory Update #2: Arizona HB 2486 19:54 Wrap-Up & Key Takeaways -- Contact Alden of Silver Crest Opportunity Fund at http://silvercrestopportunityfund.com "AZREIA does not endorse specific investments. Please do your own due diligence." Want to grow your real estate business?

Today we peel back the polished surface of cruising to examine the massive industrial machine underneath. We explore three stories spanning the lifecycle of cruise ships: Royal Caribbean's Anthem of the Seas facing emergency azipod repairs in Australia that forced a cancelled sailing and stranded thousands of passengers; Fred Olsen's Bolette completing a meticulous 16-day refit at Falmouth shipyard involving 350 workers and 40 apprentices; and China's Adora Magic City reaching the stunning milestone of one million passengers in just two years of service, backed by government policy driving a domestic cruise boom.

Is Nolan Smith a bust? Dan Sileo called it from the start — and the numbers back it up. Breaking down Nolan Smith's production vs. expectations, the Jalen Phillips acquisition from Miami, and why the Eagles edge rush is still a major question mark heading into 2026. Plus, should the Eagles trade Nolan Smith while they can still get value?Privacy & Opt-Out: https://redcircle.com/privacy

Dan Dicks just obliterated the veil on this show—Canada's forcing SOGI gender perversion on kindergarten babies, mutilating confused kids through affirmation mills, then herding the broken straight into MAiD government-assisted suicide with over 100,000 already executed since 2016 in this demonic harvest.  

Part-Time Justin brings you his 3 favorite finds from social media this week. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lesley Logan and Brad Crowell unpack what having a “Pilates body” actually means, diving deep into the misconception that health has a specific aesthetic. They explore why moving for health matters more than chasing a look, how confidence is built through action, and what it takes to stop shrinking your own story. Through honest reflection and real examples, this episode challenges the narratives that keep people playing small. Listeners are invited to redefine strength from the inside out. If you have any questions about this episode or want to get some of the resources we mentioned, head over to LesleyLogan.co/podcast https://lesleylogan.co/podcast/. If you have any comments or questions about the Be It pod shoot us a message at beit@lesleylogan.co mailto:beit@lesleylogan.co. And as always, if you're enjoying the show please share it with someone who you think would enjoy it as well. It is your continued support that will help us continue to help others. Thank you so much! Never miss another show by subscribing at LesleyLogan.co/subscribe https://lesleylogan.co/podcast/#follow-subscribe-free.In this episode you will learn about:Why “Pilates body” was never meant to describe a physical aesthetic.Moving for health instead of chasing shape or size outcomes.Reframing “fake it till you make it” as a confidence tool.How luck narratives keep people from owning their grit.Why having the right people in your corner matters long-term.Episode References/Links:Agency MINI - https://prfit.biz/mini Poland Contrology Pilates Conference - xxll.co/poland Brussels - xxll.co/brussels POT London - https://xxll.co/pot Spring Training - How to Get Overhead - https://opc.me/events The Pilates Body by Brooke Siler - https://www.amazon.com/dp/0063337163The Great American Spit Out - https://beitpod.com/americanspitoutRethinking Thin by Gina Kolata - https://a.co/d/0djq9K9pHysteria Podcast - https://beitpod.com/hysteriaButts: A Backstory - https://a.co/d/gHqMk8vSend your wins or questions - https://beitpod.com/questions If you enjoyed this episode, make sure and give us a five star rating and leave us a review on iTunes, Podcast Addict, Podchaser or Castbox. https://lovethepodcast.com/BITYSIDEALS! DEALS! DEALS! DEALS! https://onlinepilatesclasses.com/memberships/perks/#equipmentCheck out all our Preferred Vendors & Special Deals from Clair Sparrow, Sensate, Lyfefuel BeeKeeper's Naturals, Sauna Space, HigherDose, AG1 and ToeSox https://onlinepilatesclasses.com/memberships/perks/#equipmentBe in the know with all the workshops at OPC https://workshops.onlinepilatesclasses.com/lp-workshop-waitlistBe It Till You See It Podcast Survey https://pod.lesleylogan.co/be-it-podcasts-surveyBe a part of Lesley's Pilates Mentorship https://lesleylogan.co/elevate/FREE Ditching Busy Webinar https://ditchingbusy.com/Resources:Watch the Be It Till You See It podcast on YouTube! https://www.youtube.com/channel/UCq08HES7xLMvVa3Fy5DR8-gLesley Logan website https://lesleylogan.co/Be It Till You See It Podcast https://lesleylogan.co/podcast/Online Pilates Classes by Lesley Logan https://onlinepilatesclasses.com/Online Pilates Classes by Lesley Logan on YouTube https://www.youtube.com/channel/UCjogqXLnfyhS5VlU4rdzlnQProfitable Pilates https://profitablepilates.com/about/Follow Us on Social Media:Instagram https://www.instagram.com/lesley.logan/The Be It Till You See It Podcast YouTube channel https://www.youtube.com/channel/UCq08HES7xLMvVa3Fy5DR8-gFacebook https://www.facebook.com/llogan.pilatesLinkedIn https://www.linkedin.com/in/lesley-logan/The OPC YouTube Channel https://www.youtube.com/@OnlinePilatesClasses Episode Transcript:Lesley Logan 0:00  We have to cut to the bullshit of like, what a healthy body looks like. We just have to. Like, I am massively impressed by these strong women and strong men. They are not tiny people, they are big people, and what they can do is fucking insane. Lesley Logan 0:14  Welcome to the Be It Till You See It podcast where we talk about taking messy action, knowing that perfect is boring. I'm Lesley Logan, Pilates instructor and fitness business coach. I've trained thousands of people around the world and the number one thing I see stopping people from achieving anything is self-doubt. My friends, action brings clarity and it's the antidote to fear. Each week, my guest will bring bold, executable, intrinsic and targeted steps that you can use to put yourself first and Be It Till You See It. It's a practice, not a perfect. Let's get started. Lesley Logan 0:54  Welcome back to the Be It Till You See It interview recap where my co-host in life, Brad, and I are going to dig into the redefining convo I had with Brooke Siler and Maria Earle in our last episode. And if you didn't listen to that one, you fucked up, you missed, you messed up. Brad Crowell 1:09  Game over. Lesley Logan 1:09  I'm sorry. I hate to say it that harshly, but you gotta, you gotta listen. I mean, what are you doing? How are you missing the Tuesday episode? No, I'm kidding. Listen to this. Sometimes people like to listen this, and then they go listen to that one. So if that's you, I'm not harping on you, you're gonna go listen to it, because you are gonna be so intrigued if you missed it. It was so good. It was so fun. Brad Crowell 1:28  Yeah, it was good. It was actually a lot of fun. And there were, like, some great moments in there that I started taking notes. Lesley Logan 1:35  Whoa, whoa. 643 episodes later, friends and he is taking notes. Oh, my God. Well, today is February 19th 2026, it's a Great American Spit Out. We observe Great American Spit Out on the Thursday of February's third full week every year. So complicated. This year it takes place. I have a really funny side note, I listened to this podcast. Brad Crowell 2:01  Third full week. Thursday of the.Lesley Logan 2:04  Yeah, The February's third full week every year. Yeah. So there's this one podcast I listened to, and those, I won't say the podcast name, because if you listen to it, you'll know what I'm talking about. And she always says the date, and she'll say 2000 2026 and it's taken forever for her to go, what I'm not saying it right? They're like, No, you're not, anyways. And that just made me think of it like, let's make it as complicated as possible. Thursday of February, third full week of every year. So would it be the third Thursday of the fullest week in February? Brad Crowell 2:37  Why would the third week of February not be full? Lesley Logan 2:39  Well, because you could start on a for the first could start on a Thursday. Brad Crowell 2:40  Oh, I see. Lesley Logan 2:41  And so that's not a full week. Brad Crowell 2:43  So it's not, technically, the third Thursday, because if the if the week start, if it starts on a Wednesday, the first Thursday is not a full week.Lesley Logan 2:54  The third Thursday of February's fullest week. Brad Crowell 3:00  I think this is hilarious. Moving on.Lesley Logan 3:02  Anyways, they're like, dying to know what this is. So this year, it takes place on February 19th. It's a day to encourage people, especially veterans, to stop using smokeless tobacco products. The important mission of the day. I mean, honestly, this is for everybody. I appreciate that we're encouraging our veterans.Brad Crowell 3:19  All tobacco products, but right now we're talking about the Great American Spit Out, which is clearly talking about dipping, yeah, dipping and other things. Lesley Logan 3:27  Dipping and other things. I guess there's other things. So the important mission of this day is to provide users with enough resources to help them stop using such products that tobacco plant is cultivated for its leaves. Tobacco leaves are rich in nicotine, which is an addictive chemical people can use tobacco to smoke, chew or sniff. The Great American Spit Out as the perfect day to start, to start fighting the addiction caused by tobacco products and nicotine. Smokeless tobacco users are encouraged to quit, even if just for one day. Hey, you know what? You know around here, we are here for just one day. Anything to start. I actually really picked this day because a few other days were quite boring. But my family has a history of smokers and it and all of them had to have surgery, and all of them did not die on an easy in an easy way. So my grandfather, he had a part of his lung removed, like a huge part back in the day when they did those surgeries, it looks like a shark bit him. And they would show us, this is this is our hooked on trucks. This is our dare campaign. My family would pull up a shirt and show us the shark attack. Oh, this is gonna happen to you if you smoke. And then, yes, but your parents did a more, kinder.Brad Crowell 4:25  Yeah, we didn't have any shark attack smoking shark attack (inaudible).Lesley Logan 4:29  Everyone was able to learn, like the way I was raised. And then my mom had another because of the blood, the way his blood coagulated, and his tobacco use started losing limbs. And to the day he died, he still smoked. Because at one point he was like, Well, if I have no feet or legs or fingers, I should at least continue to smoke. And then his wife died of secondhand smoke. She died of emphysema. So yeah, so at any rate. So I also looked up because we are hearing that tobacco products are back on the rise again, partly because, like, you know, the hooked on drugs is your brain on drugs and and and things like that aren't working. But also the youth today, the youth, the younger people today, the youths, they are actually they're they actually don't they have a deeper sense of fatalism, like they actually don't think that they'll be alive as long as the rest of the world has been or in a world that is going to be healthy and clean for them. So why not smoke? Which I get that? Here's the deal. Brad Crowell 5:25  Aren't they drinking less though?Lesley Logan 5:28  They don't drink as much, they also have sex later, so that's cool, or less. Do you know today, the day that we're recording this, I heard that 40 year old women are having more babies than teenagers, and that's huge. That is a huge deal Because, like.Brad Crowell 5:43  That's not what I don't think I would have expected that, but that's great.Lesley Logan 5:46  Well, because now IVF has gotten better and kids are having less sex. So, you know, so I think, but here's the deal. Like, look, we all have our vices. We all have our addictions. And there's just something about cigarette smoke that just and if you're a smoker who listens this, I'm not judging you. I feel bad that you got hooked on that you got hooked on it, and it bothers me, and I understand, like you could be addicted to alcohol and other things that are as bad. But there's just about cigarette smoke that I fucking can't stand. I can't stand walking by a doorway and smelling it. I can't. So if, if, if me wanting to stand next to you outside matters, maybe you quit today, and I know you're like Lesley, this is chewing. Well, chewing causes jaw cancer, you know, so tongue, not not sexy, not sexy. In fact, one of our friends fathers had jaw cancer from smoking, from chewing tobacco, and so we all got to see that. That was my parents way of making sure we never started chewing. Brad Crowell 6:43  The Shark Attack of the jaw cancer. Lesley Logan 6:45  Well, it's not sexy. I'm gonna tell you right now, even if you're fatalistic, you definitely want your teeth you do. So stop smoking, even for today. Okay, let's get into it. So oh gosh, my goodness, babe. Agency Mini kicked off today.Brad Crowell 6:59  Today. This morning. We are, we are, while you're listening to this, we're probably live on a webinar. Lesley Logan 7:05  Yeah? So you can, I think you could still sign up today, but. Brad Crowell 7:08  You sure can. Lesley Logan 7:07  But it's gonna move quick, so and you don't want to wait till the next one, because I know you're like, Oh, I'll wait till the next one. You'll forget about it. So you should just sign up for today. prfit.biz/mini it's for Pilates instructors and studio owners who work for themselves or want to. We are going to get you clarity. We're gonna help you with your business. Brad and I have been around a lot of different fitness business coaches out there, and one thing that they all have in common is treating you all the same and encouraging your business to follow certain templates. And we want you. We've I believe that your business will ride any recession wave if you are differentiated and your services are diversified, and it follows your goals and your life, and that's what we coach. Brad Crowell 7:31  That is. But, so go to prfit.biz/mini. That's profit without the O slash mini, and then in March, we're hitting the road, y'all, in a different way than normal when we when we say we're hitting the road, usually means we're hopping in the van. This time, we are hopping on a plane. We are going to be skipping across said pond. Lesley Logan 8:07  We're going to be in Poland. Yeah, Poland first for the Controlology Pilates conference with Karen Frischmann. That's gonna be a couple of days of epicness. And there's a day where you can get some sessions, and it's just a lot of fun. If you didn't, if you missed us the last time was a couple years ago. Don't miss this one. We don't know when we're coming back, and that's just because the world is really big, and I've got to start going to new places. You know, we need to go to Australia and stuff. So xxll.co/poland and then we'll, we'll venture over. I don't really know if it's I have, you know, when I look at the map, I'm so confused. I don't know. I clearly forgot how to study the map of Europe. So we're gonna go over to Brussels. I'll just say that, because I don't really know if it's up or down, or east or west. We're going to Brussels. xxll.co/brussels, we'll be at Els Studio. P li tells which I just love. I love NFL is listening to this one of my Oh, whenever I hear what else I always think of? What else? Yeah, yeah. From our time with Jay, we would start going, what else? What else? Anyways, xxll.co/brussels that's, when we meet Karen, again. Brad Crowell 9:11  Let's just say that again, xxll.co xxll.co/brusselsLesley Logan 9:17  What you can't you can't hear this fast you can hear. And that's just giving out the fine print. It's Karen and I again, also our friend Ignacio is going to be there. Oh my gosh, I love him so much I can't even wait. So definitely snag your spots to that before it's sold out. And then we're gonna do our second honeymoon and make our way over to London to POT London, and I have some information for you folks. My Saturday workshop is sold out. Brad Crowell 9:45  What already? Holy mackerel. Lesley Logan 9:47  Yeah, it is. It is at max capacity. And there's only a few spots left in my Sunday workshop. So if you are wanting to add classical concepts to your contemporary classes, then you're going to want to go xxll.co/pot xxll.co/pot I'm super excited. We'll have our decks there. Those workshops will happen, and you definitely want to stick around, because there's also going to be a little hangout session that we're doing for our members and our listeners. And then there's a really cool documentary that they are doing. The release, Pilates Anytime is doing the release of at that POT event. Yep, you'll want to be there. Then we're gonna come back. Brad Crowell 10:25  Then we're coming home. Lesley Logan 10:26  And we're doing some fun stuff at home. We have eLevate weekend, we have eLevate retreat. We have business retreat. You know those things you can't come to unless you can, and you'll know if you can. So you got an invite, but what you can come to is something we're doing in May. And believe it or not, May is still springtime. Brad Crowell 10:49  Believe it or not. Lesley Logan 10:49  It's still springtime. And so. Brad Crowell 10:51  News flash. Lesley Logan 10:48  News flash. Well, some people think it's the summer because of the weekend, the holiday weekend, but it is still spring, and we're doing spring training, and it's how to get overhead so this is our overhead exercises. We have a lot of requests for people struggling with Overhead, Jack Knife, Control Balance, High Season, Bicycle Headstands. So what I'm super excited about is that we're going to do a whole week long on all these different classes with different teachers from the OPC platform, so that no matter your body size, height, age, experience, you are going to have a class. It's going to give you tips for for your life, for your practice. I mean, we even have a teacher who's removing overhead exercises from her practice, and so you don't let fear stop you from this one or, Oh, I'm a beginner, or I can never do that. I have contraindications. We will have versions and variations for you. And our goal is it's kind of like. Brad Crowell 10:51  Look, it's how to do it, not necessarily having to do it, right? How to do it, not have to do it. Lesley Logan 10:54  Yeah, yeah, yeah, yeah. And at OPC, we're really big fans of like you you learn the variations and the versions replacements for your practice, and then we believe it's brave and courageous that you do that. So we're super excited about it. You're going to want to go to opc.me/events, to get on the waitlist for that, because you'll, you'll, if you're on the waitlist, you'll hear about Early Bird and all that good stuff, and so you won't miss out on that information.Brad Crowell 12:08  Yeah, totally. Well.Lesley Logan 12:10  I'm excited we have. I mean, hello, welcome to the new year. I know it's February 19th, everyone. Brad Crowell 12:14  Busy busy year already. Lesley Logan 12:16  But we just got home. This is our first day in the office. Brad Crowell 12:18  This is literally the first full day in the office, and it's already January's almost done.Lesley Logan 12:23  I know, I know I kind of like it, though I feel very I felt ready to come back to work today. So anyways, we have to get into this episode before that. We have a question from audience. Would you like to share it with me, babe? Brad Crowell 12:35  Yeah. So IG, from IG, Pilates_Rosi is asking, Hey, someone told me that you should always gear out on the Reformer to do the short box series. Yes, no. Do you agree? Lesley Logan 12:48  Isn't always such a strong word? Brad Crowell 12:50  Always. This is why I failed all personality tests, because there's always an exception. So the answer would be fucking no, but.Lesley Logan 12:57  Yeah, I don't always do anything. Brad Crowell 12:58  Oh, right. We don't always do anything ever come on. Lesley Logan 13:00  And also not every Reformer gears out. So then what? Right? Brad Crowell 13:04  Then, what are you supposed to do? Should you be gearing out? Maybe that's a better way to ask the question. So we're not getting into our ADHD-ness.Lesley Logan 13:12  All right, so in an ideal world, your some people call it a sitting box. I call it a short box, goes over your shoulder blocks on the carriage, like a hamburger side, like it's, I guess. Anyways, I'm trying to describe how it goes on the Reformer for visual. But anyways, the short box goes on the carriage over the shoulder rest. That's the goal. So most Reformers will have a peg or some sort of post that is on there, and then there's space, and then there's your shoulder block. And so the box would, one side of the box would fit between that and lock it into place, lock in air quotes, right, would sit in there.Brad Crowell 13:44  So it's not sliding off easily. Still can if you're not paying attention. Lesley Logan 13:44  I mean, you could. You know, people have done funny things, but in an ideal world, you just sit on it, and it's not going to move forward or backwards. It's going to be in place. And then from that position, your feet go underneath the strap and they should. Brad Crowell 14:01  You're facing the foot bar. Lesley Logan 14:06  You're facing the foot bar. Brad Crowell 14:08  Feet go in the strap. Lesley Logan 14:03  In an ideal world, your feet do not rest on anything. That said, sometimes they touch things. There's a difference between touching and resting, right? However, I have noticed in our tours that there are a lot of new rules out in the world, and so there are some people who put the box in front of the shoulder rest. And I think this is because people aren't really paying attention to how they put the box on.Lesley Logan 14:09  So you're saying in front, as opposed to over the shoulder, okay. Lesley Logan 14:10  Over exactly in front. So they put them in front of the shoulder rest. Because I think the boxes are getting damaged because people aren't paying attention to what they're putting the box on. Or some equipment has, like, different things back there on their blocks. They have to go in front of the shoulder blocks. So if you're going in front of the shoulder blocks, most of the time, you're going to gear out. Unless someone is fun size and your box is really big, you're going to gear out. What does that mean? It means you're going to move the carriage away from the strap a little bit so that you can actually have straight, non resting legs when they're under the strap. Now, can the legs be slightly bent, of course. Should they be forced to bend? I wouldn't, because then it makes it really difficult to get into your seat. Makes it really difficult to get into your center. Your hip flexor start pulling you up. So here is the thing that I would agree with.Brad Crowell 14:10  When you say the thing you're talking about now we're talking about the actual gearing. Lesley Logan 14:10  We're going to talk about the exercise. In an ideal world, you place the box on the equipment where the body needs it, so that their legs can be reaching as long as possible without locking out, and their feet are underneath the strap flex without resting. That's the goal. Brad Crowell 14:10  Okay.Lesley Logan 14:10  That's the goal. So it's going to be different for everyone. Some people are going to be in front of the shoulder blocks. Some people are going to be over the shoulder blocks. Some people are gonna be front geared out. But if you are putting the box in front of the shoulder blocks, because that's a rule, most often, you're gearing out. Brad Crowell 15:27  Yeah, because it's now shifting the box forward like four inches. Lesley Logan 15:35  And then, by the way, you have to gear back in, because the straps are measured with the carriage geared in, and so in my opinion.Brad Crowell 15:52  So it's really a pain, that's a pain in the ass. Lesley Logan 15:54  Yes, thank you so much. Just put the box over the shoulder blocks. Why are we doing why are making this harder? Oh, because we don't want just teach people, you have to. I remember my trainer saying, hey, when you put the box on, make sure this part of the leather is underneath the box. Otherwise it will curl in and it will break and it will hurt against someone's neck. Okay, great. Just tell people. This is why we have a weird rule, you know, Hey, you think polite is expensive. Don't damage the box. How about that? Okay? Brad Crowell 16:21  Yeah, don't damage my damn box. Lesley Logan 16:24  So anyways, I just think that like I get, I get, I get why some people make funny up rules, but we are when you change the exercise placement, you change the exercise, and when you change that, it affects the cueing that people are giving, and then teachers are giving out weird ass cues that make no sense to the person doing it, because they're like, well, how do I get my butt on if my hip flexors are overworking, you know? So it's just hard. So anyways, hopefully, Pilates_Rosi, this gives you some ideas to think about. Definitely check out my videos on the short box, and in my flashcards, you can see where the box is placed. You can see how long my legs are. And if you're an OPC member, you can send in a video. Brad Crowell 16:57  You can see how long her legs are. Lesley Logan 16:59  Oh, my God, they're so long. But if you're an OPC member, you can send in a video of your setup for your short box, and I'll give you personalized feedback on where your box goes. There you go. If you have a question, you can send it in.Brad Crowell 17:13  Yeah, send it in. You can text us, 310-905-5534, or hit us up. At beitpod.com/questions, beitpod.com/questions, where you can leave both a win or a question. Lesley Logan 17:25  I want your wins. Brad Crowell 17:26  Yeah. Lesley Logan 17:27  I want your questions and your wins. I want all. I want it all. Brad Crowell 17:30  We want them all. All right, stick around. We're going to talk about Brooke Siler and Maria Earle. Brad Crowell 17:34  All right. Welcome back. Let's talk about Brooke Siler and Maria Earle. Brooke and Maria are internationally respected Pilates educators with over 50 years of combined teaching experience. Brooke, the author of the best selling The Pilates Body dropped in 2000 y'all, has spent decades teaching and researching Joseph Pilates' original writings, photos and archival materials which deeply inspired the new 25th anniversary edition of her book and its expanded chapter on internal sensing and natural movement. Maria, who began teaching in 1997 and previously owned a Pilates studio in Manhattan's Upper East Side, now runs a global education practice from Barcelona, where she moved, I think she said, about 15 years ago, she appears as the model in Brooke's new edition of the book, and was chosen for her grounded, internal, authentic approach to movement, rather than an her aesthetic performance. Together, they're redefining what a Pilates body really is.Lesley Logan 18:34  Okay, so I have to say, and I did say this on the episode, but I had, I have many Pilates people pitched to be on this podcast, and while we talk about Pilates a lot, it's not a Pilates podcast like I know it's for Pilates listeners. But to me, Pilate is a mind body, you know, practice, and sometimes our mind is a little fucked up, and we need help from these Be It guests that we have so we can get into our body around our practice. So, but I really wanted to interview them, because what a e it till you see it story and just how the book came about, how the second edition came about, how Maria jumped in on the second edition. I mean, she was so vulnerable and authentic about all about that, about joining the book. And I love that Maria said, let's celebrate the body as it is. Let's cut to the bullshit of what it means to have a Pilates body. And I here's the thing that's really interesting, right? Like, when I bought the book, The Pilates Body, I wasn't like, Oh, I'm going to look like this after I do this book. Like, that's not how I interpreted the book. It's kind of like, like a runner, like, you know what I mean? Like, what do these things mean.Brad Crowell 19:31  That'd be weird to pick up, like, a Gold's Gym muscle book and be like, Oh, if I do these exercises, I'm gonna look like Arnold.Lesley Logan 19:37  I'm gonna have the Gold's Gym body, you know? And like, I mean, I guess like people, I guess people do, but I think this all stems from just terrible media information on what a healthy body looks like. And so I couldn't agree more with like, with the cut through the bullshit of what a Pilates body means, because we have to cut through the bullshit of like, what a healthy body looks like. We just have to. Like, I am massively impressed by these strong women and strong men. They are not tiny people. They are big people, and what they can do is fucking insane. Brad Crowell 20:07  Yeah like, the dudes who pick up the boulder and carry it down the thing, or those, like weird, like rock that are, like, shaped like, kind of like a diamond, like those, and there are hundreds of pounds. Those people who are in those bodies, those are huge bodies. They're not, they're not. Lesley Logan 20:23  They are stronger than anybody I know. Brad Crowell 20:25  Yeah. Lesley Logan 20:26  Literally any, any of the bodies that we work out with, that we're friends with, that we're connected with, stronger than any of the bodies I know. Remember when we watched, what was that Korean show?Brad Crowell 20:36  The one the 100, the 100, the physical doc.Lesley Logan 20:39  Oh, physic, Physical 100. Brad Crowell 20:42  The Physical 100. Lesley Logan 20:42  Didn't translate well, which is why. But like, it was interesting because, like, they brought on all these different athletes, or pseudo athletes and trainers, and they had all these different bodies, and depending on the challenge, certain bodies did better, right? Like, the mountain climbers certainly slayed the first challenge over the strong men, but then when it came down to the end, you had an equal amount of people who were in bigger bodies and endurance bodies at the same challenge. And so what it comes down to is like, on average, most of us, if we are paying attention to our body and balancing out our strength and flexibility and our endurance, can do a fuck ton of stuff, but so many of us are, like, obsessed with getting smaller, and it's boring. Anyways, I could keep going, but she for Maria, you know, she there was an internal struggle because, of course, like, she was excited about the conversation, and then she's still a human being. So we got to talk about, like, when you look at yourself in those pictures and you go, yeah, I'm a proud of my body. I'm proud to be part of this, but ooh, that's what I look like, and I resonate with this so much. I was, I was doing a photo shoot yesterday, and I was just like, Okay, guys, this is not a sitting outfit. This is a standing outfit. So can you like because, because also it's like, how much of it do you want to be as a just, how much of it is a distraction versus like, the point or, or do we just do it so that people feel real, see real bodies more often? Like, it's, it's such a complicated thing, and your your mind messes with you based on how you were raised. And these stories take a long time, but she said for her, it was bigger than the photos. She said it became about reframing what is in our bodies, to be embodied and to celebrate all the different phases. And I love this so much because, you know, Maria, Brooke, and I, and many people listening, our bodies are in a different part of our journey. So it's just we're, you know, we're not going to look like 20 year olds, nor should we. And then Brooke also was conscious of this issue because in 2000 she had wrote in that issue that she said she hopes, in earnest that the models in the book inspire and don't intimidate, because she chose the original models for their strength and endurance, and also because they knew the work, I think that that's, you know, really hard when you're trying to pick it out and not because of their size and it. And I think even though her heart was really, you know, in there about inspire and not intimidate, like people just have a really hard time reading all the words and applying that to themselves. And so I'm excited for this additional chapter.Brad Crowell 22:57  Yeah, I also just wanted to say I'm glad you grabbed this as your topic, because I when I said I started taking notes, I actually was quoting you. As much as I appreciate the interview, you said something that really stuck out to me. You said we should have always been moving for the health of it and not for the shape of it. Move for the health of it and not the shape of it. In fact, I thought it was kind of quippy little, like, tagline, you know, for the health of it, because it's almost like, for the hell of it. Lesley Logan 23:29  Isn't it so great that I can come up with these things?Brad Crowell 23:33  Also, it's so great that I can hear them and be like, we should clip that. Lesley Logan 23:36  That's your job. Brad Crowell 23:37  Be It Till You See It, baby.Lesley Logan 23:39  Well, and I think that comes from like, I don't know if I mentioned on this episode or a different one, but I read a book called Rethinking Thin and at the same time that I picked up The Pilates Body book, I picked up that book because I was thinking about becoming a personal trainer, and I was doing this personal training stuff. And it was this history. It's a history of dieting and, like, where dieting came from and where the ideal woman's body came from. And it's two fucking things that'll fuck and piss you off. One, it's a cartoon drawing. So that's annoying, because it's not even fucking real. And then the other was on the statue, Norman. So the Norman statue. Brad Crowell 24:12  Is it the one holding the earth? Lesley Logan 24:13  No, but it's just a man. It's just a man. And then what they did for Norma. Brad Crowell 24:14  Oh, Norman, Norman, versus Norma. Lesley Logan 24:19  Norma, or nor woman, from what I understand from it, a book about butts it's, they basically took. Brad Crowell 24:27  I really hope that was the title, A Book About Butts.Lesley Logan 24:29  I think it is. I'll look at while you're talking about your favorite thing, I'll look it up. They basically put boobs on Norman. Well, Norman does not have estrogen. His pelvis is a different shape, like, oh my God, he doesn't even have.Brad Crowell 24:42  Oh I see. So you're they took, they took sculpture of a man and just put boobs, and then said, this is what the ideal woman should look like.Lesley Logan 24:50  This is what a woman looks like. And so I think ideal, I think it might have been average, right? But it's not that's not even a thing, not even impossible. So, anyways, like, because of the book Rethinking Thin, I learned about all the different diets that came around, all the different things that were obsessing about, and also how genetics plays such a massive role on the size that your body is determined to be. And then there's and then you go into the history of, like, when being heroin chic is in and it's always when they're trying to take rights away from women. Like, literally, if you take all the different times heroin chic was in and then you take all the different times they're trying to oppress women, they literally line up at the same time. So it's like, it's a cultic behavior of like, ladies stop eating so you your brain isn't functioning and you're not able to hear how we're taking your rights away. Anyways, what did you love?Brad Crowell 25:41  Well, I just wanted to say shout out to a podcast called Hysteria that I listened to that talks about this all the time, like the women's rights and. Lesley Logan 25:52  Oh, we love Hysteria, yeah. Brad Crowell 25:53  And, you know, like, it's a lot of politics as well, but it's two, you know, very powerful women who really dig in. And it's been really enlightening for me to see this from a different perspective.Lesley Logan 26:06  Yeah, the book is called Butts: A Backstory by Heather Radke. Brad Crowell 26:12  By who? Lesley Logan 26:13  By Heather Radke. Brad Crowell 26:14  That's really funny.Lesley Logan 26:15  If anyone knows her, I want to interview her. But yes, it's about race, gender, control, beauty standards. It's, it's it's a lens of the human backside, and it's really great. But I also just want to say, if you're like, Oh, I get so annoyed when they get political. Ladies, being a woman in this world is political. Just, I hate to break it to you, but it is. Anyways, your turn. Brad Crowell 26:36  Yeah, you're not wrong. All right. Well, hey, look, back to Brooke and Maria. Maria also recounted how her mom often said, fake it till you make it. And I know that we've talked both times here about Maria, but I this really resonated with me, because I actually really wanted to hear you say, be it till you see it is the positive spin of fake it till you make it.Lesley Logan 27:02  I know, but, but I know, and I'm. Brad Crowell 27:03  We're not trying to take away from her. Lesley Logan 27:05  But also it works for her, like it works for her and it doesn't hold her back. So, like, I don't ever want to take something that works for someone away. And so I will let Brooke have fake it till you make it. That said. Brad Crowell 27:16  Maria. Lesley Logan 27:17  Oh, Maria said that, oh, yeah Maria said that. I will let Maria have that, because I think that's important. And also, if that is hard for you or inauthentic, then that's the be it till you see it reframe. That's all.Brad Crowell 27:28  Yeah and it is a reframe and, but it's obviously, you know. Lesley Logan 27:33  It's why always is a terrible word. Brad Crowell 27:36  Right. But she, she, so, Maria said she uses this when she's not quite sure what she's doing, or when she feels like she's not quite sure, helps her bypass the paralysis of starting where, you know, often starting things not 100% sure where they're going, but trusting that she's going to land on her feet. And, you know, I think it's really helpful. There's got to be, you know, it is a weird thing, right? This, this idea of having this internal dialogue of, like, your own internal like cheerleader versus like, you know, antagonist. And I think it's hard to sometimes be in the moment and see this is a time right now where I have to choose to fake it till I make it, right? You know, it's, it's hard to do that, but if you can, you know, being it until you see it is a win. You know, there's, there's a way to to at least get the ball rolling until, because confidence comes through action, right? It comes through doing and experiencing. So if you there's got to be a point where you got to get the ball rolling.Lesley Logan 28:39  Oh, couldn't agree more. And I like, I remember, like, you know, when I had a job in retail, one of the guys who worked for me, I was going through a lot, and I took him for his like, you know, monthly meeting. I said, Are you good? Like, I just know you got a lot going on outside of this. And he goes, Oh, none of that bothers me here, because when I cross the threshold of the store, sure, it's showtime. And that's another way of being it till you see it, or fake it till you make it, like, and I think that that's good mantra for us to have. And I also like, I think we are all putting too much pressure on feeling ready. You know, I don't know that I got to ask Brooke, like was, did she feel ready to like, add to this book? But also, like, this is a big endeavor to take a bestselling book and make changes to it. Like, like, the number of people like this book changed my life. I still have my book from 25 years ago. And then to go, Oh, I'm adding on. Brad Crowell 29:30  I'm just gonna make it better. Lesley Logan 29:30  I'm just gonna make it better. Brad Crowell 29:30  No big deal. Lesley Logan 29:31  And people didn't go, Oh, I'm just gonna keep the one I have. No. A bunch of our OPC members and our eLevate members all were like, Oh, I pre ordered the copy. I'm ready to go and, like.Brad Crowell 29:43  But, but I think this is, like, we're dancing around the word perfectionism, right? You know, like, the the idea of being ready to get started to do the thing, you know, that's, that's very much a perfectionism mentality, yeah. And it's, it creates this fear. That we're not gonna it's not gonna be right or done or perfect or whatever, and that that is debilitating, and also it is, like, the fastest way to go nowhere.Lesley Logan 30:10  Yes, it really is. And like, first of all, I think we, we're also blessed for the second edition of this book to be out, because the additional chapter isn't only a visual understanding of of what Brooke was trying to get in the first book, and also in the research she's done since. But, you know, she got to go through and, like, with 25 years of hindsight, and add into that, and it's, and I think that is a really beautiful thing, because it means the conversation continues, you know. And I think, like, going back to the word perfection, like, even though the book is it has hit print and you can all get it and you should, the conversation will continue. And I think that's what's really cool.Brad Crowell 30:47  Yeah, I think I'm, I'm excited for her, and also I love that she shared, that Brooke shared, oh yeah, I thought it was gonna get away with, like, the easy smack two books together and re release it, and be like, done. And then her publisher was like, No, no. Lesley Logan 31:02  Yeah, I know. I know. I actually really appreciated that, because when we redid the mat deck, we were like, Okay, we're gonna break these things out. And I think Meredith, I remember Meredith going, Oh, you edited every single card. And I was like, Well, yeah, because I thought we could just, like, pull these three out. But then once I did that, I was like, Well, I kind of got her through the whole thing like I now I know too much. I know too much about how it was used, and I.Brad Crowell 31:25  Well it would also have been five years, right? We got a tons of feedback. So I imagine that Brooke was similarly like, inundated with feedback for 25 years which is amazing.Lesley Logan 31:37  Probably, most unsolicited and some solicited.Brad Crowell 31:39  Yeah, I'm sure. I'm sure. But hey, there's one more thing I wanted to talk about that Maria mentioned that really struck a chord with me. I really appreciate it. She didn't quite say it that way that I have said it, but the story she told herself, right? She, you know, was that, oh, she was just in the right place at the right time to be able to move to Spain, decide to live there and become an international educator, right? That's the story that she told her. She said it was she was spinning a narrative that kept her small, right? And so effectively, that was how she was viewing herself, (inaudible) well, and then when people would ask her, what did she do? How did she do it? She would say, I was just in the right place at the right time, which then allows them to go, oh, you lucked out, right? And she's like, but that takes away from all the hard work and the tough decisions, then the scary decisions that I had to make to get here. And that's not, that's not true. Yes, there's, of course, there's always some element of luck to it, but, you know, she was very intentional about that. And so she started to talk about the that that like addressing the narrative of playing small, you know, and, and I really appreciate that, because I remember when I was working for someone else. I, you know, why did I not go and ask for a raise? Oh, I'm just, I shouldn't even be here, was what I kept telling myself. I'm just the musician that, like I, you know, if I had ever gone through an interview process, they never would have hired me. These are all the things that I used to say to myself to justify the position that I was in, and that's 100% playing small. So I really resonated with this when she was talking about this. And she said today, she reframes her story. She said, you know, what got her here was her grit, persistence and tenacity, not luck, you know? And I just applaud her for I think it's really important that we identify that in our own lives. What story are you telling yourself that's keeping you small?Lesley Logan 33:31  Ooh, good question. Journal on that. Brad Crowell 33:33  Yeah. Well, stick around. We'll be right back. We're going to dig into those Be It Action Items that we got from Brooke and Maria right after this. Brad Crowell 33:42  Welcome back. All right. So finally, let's talk about those Be It Action Items. What bold, executable, intrinsic or targeted action items can we take away from your convo with Brooke and Maria? Brooke said the only way out is through. The only way out is through. She said she has a mentor who's a Buddhist, and their guidance has been helping her push through the fear, especially when it comes to like we talked about, how do you make something that's 25 years successful even better, and not jack it up? The only way out is through, right? She said, if I see fear, I'm going to head towards that fear so that I can make it through, right? She said, now, when she has an idea she wants to share, she reframes taking action as sharing, rather than doing a thing for others to react to, which I thought was pretty cool, because what she was talking about you asked her, like, how do you have the confidence to do this stuff? She said she started teaching, and three years later, wrote this book, three years later, wrote this book that has been an international success. Lesley Logan 34:45  Took me six years to get the fuck on YouTube.Brad Crowell 34:48  Right? So that's kind of amazing. And you asked her, like, how did you do that? And she said, Honestly, I just get so excited about the thing that I'm focusing on that I want to share it. And I didn't, don't approach it in the way that, like I'm the authority. Listen to me. No, she's excited about this thing. She's nerding about out about it, and then she's sharing it with others. And that's how you know, that's what gave her the confidence.Lesley Logan 35:12  Well, and also, do you know that, like fear and excitement, the difference is breathing like they're on the same energetic wavelength. But why don't you breathe? Yeah, so if you're afraid or nervous, exhale, and then you can enjoy excitement, because it's the same. Brad Crowell 35:29  That's amazing. Lesley Logan 35:30  According to Gay Hendricks, and you know he is, he is one of the lords around here. Him, by the way, on the day we're recording this, it's not the day you're listening to it. He's 81 today, so, he's an Aquarian. Of course, he is. Of course, that's why I love him.Brad Crowell 35:43  That's amazing. Well, what about you? What was your big takeaway? Lesley Logan 35:47  All right, so I took some of Maria's Be It Action Item as my takeaway. So make sure you have people in your corner. Fuck yeah. If you don't, if your people in your corner suck at life. I know it's hard, it's almost hard to, like, have nobody, but I'd rather you have nobody, and like, you've held a space open for somebody, rather than have people who are who are, like, actively bringing you down. So just keep that in mind. Make sure you have some people in your corner. And she said, it's important that we nurture those relationships that you've built. It doesn't have to be big, but it should be something you can hold on to. And this is interesting, like, I'm always just reflecting, you know, yesterday in our photo shoot like I'm used to having a lot of friends I only saw once a month because we live in LA and there's traffic. And I love those friendships. And they don't have to to me. It goes back to me. It doesn't have to be big, doesn't have to be a weekly relationship, but it is something you have to have tangible. You have to hold on, to have some connections, and those are people you have in your corner. And so if you haven't yet, take some time go through your context, who's actually in your corner? Which nurture? Which relations do you want to nurture back and because in the hard moments, people who show up for you and see you for you are can reflect back to you all the good stuff that you are. And this has happened to me more times than I can imagine. And we have a friend who is recently going through something that's really quite frustrating and awful. And you know what? We don't talk to her very often, but we heard what happened. Someone else told us who's also in her corner. And a bunch of us are like, Oh, here's how we can support you. Boom, boom, boom, boom, boom, and she didn't ask for that help. I'm sure she didn't even know what kind of help we can give. But when you have relationships, you nurture, even it's on a quarterly basis, people will show up for you, and they'll and you'll show up for them, and it's, and it's quite it makes life a lot more fun. Brad Crowell 37:17  Yes, yeah. I definitely agree. You know, I think that we've talked about it before, being intentional about who you let weigh in, you know, or how, how much weight you give to their feedback, you know. So that's important. But I think also too, you know, there was an element to this conversation about allowing life to life and for relationships to change, which I also really appreciated, because I have always had a fear of loss, of letting go, I don't know why, and I've always struggled with, like, friendships drifting apart. And it was really interesting to hear her say, hey, it's kind of okay that that happens, and it allows you to take stock of who actually is paying attention and, like, in your world and choosing to be in your world instead of you, you know, trying to drag people along.Lesley Logan 38:07  Well, and also, I think, like, if they're really meant to be in your life, and you run into them, or something comes up and you call them, it will pick back up. Maybe there might have to be a quick conversation, or, like, why there's been so much space, but it'll pick back up. You know, we recently saw someone I haven't talked to in years. They were a part of my life for quite some time, and I had reflected about, like, why I let that kind of fade out. And when I saw them, I was like, yeah, it's okay. Like, I'm still okay with that decision. And I think it's hard, because we go, should I have a whole conversation with them? Should we dialog? Should we have, like, a whole like, here's why our relationship didn't know you don't need to have those things. You just can move on, because no one is right or wrong in these instances. It's just the way life goes. And you evolve, and they evolve, and sometimes that evolution is together and sometimes it's apart, and you can still support them from afar. I'm Lesley Logan. Brad Crowell 38:56  And I'm Brad Crowell. Lesley Logan 38:57  Go get The Pilates Body book if you haven't already, you should. It's so good, especially if you're into Pilates, it's, it's.Brad Crowell 39:02  The new one. Is the new one out? Lesley Logan 39:04  Yeah, the new one's been out since December. Brad Crowell 39:05  Great. So, so The Pilates Body 25th Anniversary Edition.Lesley Logan 39:09  Oh my God, if you want to see my reaction to my husband literally opening the package for me, instead of, like, every day for five days, watching me go to the mailbox to open this package, and then he just opened it. It's on my Instagram. It's in December. Brad Crowell 39:25  It would have been in November. It may or may not have happened. Lesley Logan 39:29  Yeah, yeah. It was, I was like, every day he's filming me check the mail for this book, and then the one day he gets the mail, he opened it. Anyways. Thank you so much for joining me. I'm Lesley Logan. I'm just so grateful for you. Make sure you send this to a friend who needs to hear it. We want to hear your wins and your questions, so send them in to the Be It Pod, and until next time, Be It Till You See It. Brad Crowell 39:49  Bye for now. Lesley Logan 39:50  That's all I got for this episode of the Be It Till You See It Podcast. One thing that would help both myself and future listeners is for you to rate the show and leave a review and follow or subscribe for free wherever you listen to your podcast. Also, make sure to introduce yourself over at the Be It Pod on Instagram. I would love to know more about you. Share this episode with whoever you think needs to hear it. Help us and others Be It Till You See It. Have an awesome day. Be It Till You See It is a production of The Bloom Podcast Network. If you want to leave us a message or a question that we might read on another episode, you can text us at +1-310-905-5534 or send a DM on Instagram @BeItPod. Brad Crowell 40:32  It's written, filmed, and recorded by your host, Lesley Logan, and me, Brad Crowell.Lesley Logan 40:37  It is transcribed, produced and edited by the epic team at Disenyo.co.Brad Crowell 40:41  Our theme music is by Ali at Apex Production Music and our branding by designer and artist, Gianfranco Cioffi.Lesley Logan 40:48  Special thanks to Melissa Solomon for creating our visuals.Brad Crowell 40:52  Also to Angelina Herico for adding all of our content to our website. And finally to Meridith Root for keeping us all on point and on time.Support this podcast at — https://redcircle.com/be-it-till-you-see-it/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

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

Arun Sundaram digs into Walmart's (WMT) earnings and guidance, calling it a “solid quarter.” He says Walmart has some “pretty significant momentum” ahead of them even if guidance is lighter – he also notes that the company tends to guide conservatively and typically raise their outlook as the year progresses. He discusses how Walmart is trying to deal with inflation in core categories like groceries. Arun points out that smaller revenue channels, like Walmart+, are growing rapidly.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Gareth Icke rips into the Epstein files leak as elite mockery—Jewish-linked globalists parading taped child rape, torture, cannibalism, sacrifices, and transhuman experiments, daring us to either submit or end them for defiling our children.   BitChute's Ray Vahey details dodging Jewish-led globalist assaults—debanked in Europe, slammed by regimes, NGOs, and blacklists—delivering censorship-free video since 2017 with spy-free ops, honest trending, auto-monetization for creators, and a $10K shadowban bounty untouched.

The U.S. economy is creating wealth… but not many jobs. At the same time, AI is spreading across the workplace, yet most employees still don't trust it to run without human oversight. In today's episode of Future Ready Today, I break down the signals behind the "jobless boom," what the Federal Reserve is warning leaders about, why the job-switching pay premium is collapsing, and the rise of AI agents that can literally hire humans to do real-world work. Stories covered: Only 17% trust workplace AI without human oversight The shrinking job-hopping premium and the loyalty tax The Fed's three AI labor-market scenarios (including a "jobless boom") Growth without jobs: investment, output, and the widening GDP–jobs gap AI agents hiring humans: the rise of the "Human API" economy  

From cutting their own bangs to spacing out appointments, clients are changing how they engage with beauty. In this episode of ASCP Esty Talk, Ella and Maggie unpack the DIY beauty boom and what it means for estheticians in the treatment room. ASCP Esty Talk with hosts Ella Cressman and Maggie Staszcuk   Produced by Associated Skin Care Professionals (ASCP) for licensed estheticians, ASCP Esty Talk is a weekly podcast, hosted by licensed estheticians, Ella Cressman, ASCP Skin Deep Magazine contributor, and Maggie Staszcuk, ASCP Program Director. We see your passion, innovation, and hard work and are here to support you by providing a platform for networking, advocacy, camaraderie, and education. We aim to inspire you to ask the right questions, find your motivation, and give you the courage to have the professional skin care career you desire.  About Ella Cressman:  Ella Cressman is a licensed esthetician, certified organic formulator, business owner, ingredient junkie, and esthetic cheerleader! As an educator, she enjoys empowering other estheticians and industry professionals to understand skin care from an ingredient standpoint rather than a product-specific view.  In addition to running a skin care practice, Cressman founded a comprehensive consulting group, the HHP Collective, and has consulted for several successful skin care brands.    Connect with Ella Cressman:  Website: www.hhpcollective.com  LinkedIn: linkedin.com/in/ella-cressman-62aa46a    About Maggie Staszcuk:  Maggie Staszcuk serves as the Program Director for ASCP and is the cohost of ASCP Esty Talk podcast. With over 18 years' experience in the esthetics industry, her diverse background includes roles in spa management, spa and med-spa services, and esthetics education. Since becoming a licensed esthetician in 2006, she carries a range of certifications in basic and advanced esthetics. Maggie is dedicated to equipping estheticians with the knowledge and resources they need to thrive in their careers. Connect with Maggie Staszcuk:  P: 800.789.0411 EXT 1636  E: MStaszcuk@ascpskincare.com    About our Sponsors:   Comfort Zone – The Italian, multi-awarded science-led, longevity-focused skincare trusted by professionals worldwide. Founded by Dr Bollati, a pharmacist, and powered by over 60 in-house chemists and skin care experts. Clinically tested formulations blend clinical precision, regenerative botanicals, and biotechnology research to transform skin with intention. Part of The Davines Group, certified B Corp since 2016.   Website: https://us.comfortzoneskin.com/   Instagram: https://www.instagram.com/comfortzoneskin_official/   Massage Envy is a national franchisor and does not independently own or operate any of the Massage Envy franchised locations nationwide. The Massage Envy franchise network, through its franchise locations, is the leading provider of massage services. Founded in 2002, Massage Envy now has approximately 1,100 franchise locations in 49 states that have together delivered more than 200 million massages and skin care services. Website: www.massageenvy.com/careers/career-areas/esthetician  Facebook: @MassageEnvyCareers LinkedIn: @MassageEnvy   TiZO Mineral Sunscreens set the standard for aesthetic elegance with tinted and non-tinted formulas for use on virtually all skin types and tones. Our name reflects our commitment: TIZO = Titanium dioxide + Zinc Oxides. All TiZO products are reef-friendly and 100% free of chemical sunscreens, dyes, fragrances, gluten, phthalates, and parabens.  TiZO Photoceutical Skincare is the perfect partner to our sunscreens in the fight against photoaging. These silky, elegant products address tone, texture and hydration while helping to prevent further damage. From our flagship TiZO3 Primer/Sunscreen SPF 40 to our gentle Ultra Zinc formulations to our NEW Advanced Vitamin C+E Serum with Bakuchiol, TIZO has the ideal selection of products to Protect, Repair, and Revitalize skin.    Website: https://tizoskin.com/  Facebook: @tizoskin  Pinterest: @tizoskin  Instagram: @tizoskin  YouTube: @tizoskin     About Associated Skin Care Professionals (ASCP):    Associated Skin Care Professionals (ASCP) is the nation's largest association for skin care professionals and your ONLY all-inclusive source for professional liability insurance, education, community, and career support. For estheticians at every stage of the journey, ASCP is your essential partner. Get in touch with us today if you have any questions or would like to join and become an ASCP member.  Connect with ASCP:  Website: www.ascpskincare.com  Email: getconnected@ascpskincare.com  Phone: 800-789-0411  Facebook: facebook.com/ASCPskincare  Instagram: @ascpskincare   

Social Media Plattformen in den USA vor Gericht, Studie zu Schweizer Komponenten in russischen Waffen, Boom von illegal importierten Haarwuchsmitteln, Roboter nehmen öffentlichen Raum ein

In this conversation, John Billington and Pete Owen discuss the current geopolitical landscape, focusing on the tensions in the Middle East, the ongoing conflict in Ukraine, and the implications of Europe's quest for power. They explore Russia's military strategy, the rise of a potential beast system in Europe, and Israel's political maneuvers regarding Palestinian statehood. The discussion also touches on the role of the UN and the broader prophetic implications of these events that will culminate in the coming Kingdom of God on earth!

Keine europäische Wirtschaft wuchs in den letzten Jahren so beständig und schnell wie jene Maltas. Treiber sind der Tourismus, das online-Glücksspiel, die Finanzdienstleister oder der Verkauf maltesischer Pässe an Ausländer. Getrübt wird der Erfolg allerdings durch die weit verbreitete Korruption. Malta versteht es bestens, seine Kleinstaatlichkeit in wirtschaftlichen Erfolg umzumünzen. Als kleiner Staat kann es Gesetze erlassen und damit in lukrativen Nischen hohe Gewinne erzielen. Ein Beispiel dafür ist das online-Glücksspiel. In diesem aufstrebenden Sektor ist Malta einer der Marktführer. Rund 10 Prozent der maltesischen Wirtschaftsleistung stammen aus dem sogenannten online-Gambling. Malta wurde 1964 von Grossbritannien unabhängig und ist seit 2004 Teil der EU. Die Teilhabe am Binnenmarkt, die englische Sprache oder die gut ausgebildete Bevölkerung sind weitere Faktoren, die den Boom begünstigen. Im kleinen Inselstaat entstanden in den letzten Jahren hunderttausende neue Stellen. Viele sind nur über die massive Zuwanderung ausländischer Arbeitskräfte zu besetzen. Was zunehmend Widerstand weckt. Schwere Korruptionsfälle überschatten den Erfolg. In diese sind auch Exponenten aus Politik, Wirtschaft und Verwaltung involviert. Augenfällig wurde dies durch den Mord an der Journalistin Daphne Caruana Galizia im Jahr 2017. Sie hatte zu Korruptionsskandalen recherchiert und bezahlte dies mit ihrem Leben.

On this episode of Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk explore how the travel industry is turning anxiety into profit — from insurance add-ons to premium flexibility — and what that means for modern travelers. They also break down IHG Hotels & Resorts's launch of its 21st brand, Noted Collection by IHG, and the continued expansion of hotel brand portfolios, plus the pullback of complimentary breakfast perks at major chains and the impact on loyalty perception. The episode rounds out with Spirit Airlines selling 20 aircraft while recalling furloughed crew — signaling recalibration in the ultra-low-cost model. And in the Unhinged Story of the Week, a Jet2.com and Jet2holidays flight is diverted after a mid-air passenger brawl, while another traveler goes viral for destroying airport kiosks — proof that travel stress is hitting new heights. Connect with Skift LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the travel industry.

Jake GTV joins Stew Peters live from Puerto Vallarta at Anarchapulco ripping open the Epstein files that nail Bill Gates in direct collusion with Jeffrey Epstein—the pedo financier who bankrolled the entire COVID bioweapon operation—complete with pre-planned depopulation, white fibrous clots yanked from corpses, and skyrocketing deaths that prove this was mass murder, not a pandemic. Max Igan live from Anarchapulco Genesis in Puerto Vallarta dropping hard truth: Trump was Epstein's best buddy sharing the Talmudic, Star of Moloch child-sacrifice fetish of the elite Jewish network running blackmail-free pedo rings, while Rothschild central banks control compliant governments and depopulate the world through wars for Greater Israel.

Peptides are exploding in popularity — but most people are using them completely wrong. In this episode of The Health Revival Show, we sit down with peptide expert Alex Kikel to break down: • The biggest peptide mistakes destroying results • Why mitochondria determine whether protocols work or fail • How peptide overdosing can backfire metabolically • The real way to introduce advanced therapies safely • The future of regenerative compounds and healing biology If you're using peptides, considering GLP-1s, or deep in biohacking — this episode is required listening. Connect With Alex: Instagram | Web *** CONNECT:

For years, AI felt transformative in anecdotes but invisible in macroeconomic data. That may be changing. Revised labor statistics suggest stronger-than-expected productivity growth despite weaker hiring, raising the possibility that the long-anticipated AI productivity surge is finally appearing in national numbers. In the headlines: Anthropic's clash with the Pentagon, Alibaba's latest model release, Hollywood's AI panic, and Apple teases a March event.Want to build with OpenClaw?LEARN MORE ABOUT CLAW CAMP: ⁠https://campclaw.ai/⁠Or for enterprises, check out: ⁠https://enterpriseclaw.ai/⁠Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rackspace Technology - Build, test and scale intelligent workloads faster with Rackspace AI Launchpad - ⁠⁠⁠⁠⁠http://rackspace.com/ailaunchpad⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠https://blitzy.com/⁠⁠Optimizely Agents in Action - Join the virtual event (with me!) free March 4 - ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.optimizely.com/insights/agents-in-action/⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

Public artist Michael Townsend grew up in a military family that relocated often—at least ten times during his childhood. He learned early how to explore new locales and seek out new friends before moving on to the next temporary hometown. His final relocation was to study art at RISD, when he chose Providence as home—and began quietly reshaping it. He founded the Tape Art movement in 1989 and built a thriving practice rooted in ephemeral public murals, deeply private underground installations, and highly clandestine collaborations, including the now-legendary Secret Mall Apartment.For more than 30 years, he has created hundreds of temporary murals and collaborative public works around the world, including the 9/11 Hope Project and the invention of the BOOM! Projector. Now, with the success of the Secret Mall Apartment documentary on Netflix, it's clear that he and his collaborators were deeply intentional about incubating that narrative until it was ready to be heard.Moving fluidly in and out of the shadows—showing up, making an impression, then dissolving underground only to emerge again—turns out Michael himself may be a work of ephemeral art.Images and more from Michael Townsend on our website!Special thanks to our sponsor! Wix Studio is a platform built for all web creators to design, develop, and manage exceptional web projects at scale.Clever is hosted & produced by Amy Devers, with editing by Mark Zurawinski, production assistance from Ilana Nevins and Anouchka Stephan, and music by El Ten Eleven.SUBSCRIBE - listen to Clever on any podcast app!SIGN UP - for our Substack for news, bonus content, new episode alertsVISIT - cleverpodcast.com for transcripts, images, and 200+ more episodesSAY HI! - on Instagram & LinkedIn @cleverpodcast @amydeversSpecial thanks to our sponsors!Wix Studio is a platform built for all web creators to design, develop, and manage exceptional web projects at scale. Hosted on Acast. See acast.com/privacy for more information.

2:16: The secret to explosive plays for the 49ers? The offensive line18:22: The All-Time QB list that just doesn't make sense:27:55: Bradley Chubb to the Niners? Sure29:40: Maxx Crosby? Probably not what the 49ers need31:49: The NBA All-Star Game wasn't so bad after all, but there's no way to fix tanking50:51: Today in history: Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thank you for being a longtime listener of Broadway Drumming 101.I've been thinking about doing more solo episodes for a while, and I'm finally starting today.Over the past week, I've been deep in rehearsals for Cats: The Jellicle Ball, and this version is even stronger than what we did at PAC. Everything feels sharper and more focused. We officially open on April 7th, and I'm excited for people to see it.READ: Two Icons of New York, Ready for Broadway's ‘Jellicle Ball'At NAMM, I brought up a topic that doesn't get talked about enough:How careers really begin.For me, it wasn't Broadway. It wasn't some audition. It was a hotel gig in New Rochelle, playing the same 20 songs every other Friday night.A connection from that gig led me to a tour.That tour opened the door to subbing.And subbing eventually brought me to Broadway.In this new solo episode, I break down:• Why saying yes early in your career matters• Why showing up beats just posting• How small gigs compound over time• And how to know when it's time to start saying noIf you caught my talk at NAMM, this episode goes even deeper into that topic.READ: And if you're serious about building a real career in theater, get my book:Broadway Bound and Beyond: A Musician's Guide to Building a Theater Career.You can order it right now on Amazon or Barnes and Noble.If you want a signed copy, go to SignatureBrandWorks.com.Listen to the new solo episode.Pick up the book if you're interested.And I hope to see you at the Broadhurst!Clayton Craddock is the drummer for the upcoming Broadway musical Cats: The Jellicle Ball, opening at the Broadhurst Theatre on April 7th. He is also the founder of Broadway Drumming 101 and the author of the forthcoming book Broadway Bound and Beyond: A Musician's Guide to Building a Theater Career.His Broadway and Off-Broadway credits include tick, tick…BOOM!, Memphis, Lady Day at Emerson's Bar and Grill, Ain't Too Proud, and The Hippest Trip: The Soul Train Musical, along with extensive subbing on shows such as Rent, Motown, Evita, Avenue Q, and the Hadestown tour.Clayton has appeared on The View, Good Morning America, The Tonight Show Starring Jimmy Fallon, The Today Show, and the TONY Awards, and has performed with artists ranging from Chuck Berry and Ben E. King to Kristin Chenoweth and Norm Lewis.www.claytoncraddock.com Get full access to Broadway Drumming 101 at broadwaydrumming101.substack.com/subscribe

Thanks to the internet and social media, it seems like we have a new beauty trend happening every minute, but what are some of the biggest trends we can expect to see in 2026? From clinical-grade ingredients targeting skin regeneration and longevity to glass hair, blurred lips and effortless, playful makeup, we break down what trend reports and industry experts are predicting for the year ahead.Plus: the article that may have you rethinking your skincare routine, some product trial updates, and our MVPs of the week. Links below!ReadJessica Defino for the Guardian: I'm Over Useless Skincare. But How Can I Take Care Of My FaceCarli's product updatesGarnier cleansing BalmL'Oréal Paris Age Defying Le Duo SerumL'Occitane Immortelle Precious Cleansing OilMVPsMilani Highly Rated Anti-Gravity Mascara⁠The Beauty Chef BODY ELECTRIC⁠2026 Beauty trendsSynergie Skin AlgiZomeCurrent Body LED Red Light Therapy Face Mask: Series 2Omnilux Contour FaceAiryday Bright On LED Face MaskDr Naomi LED It GlowDr Dennis Gross DRx SpectraLite™ FaceWare ProForeo FAQ™ 202VT Cosmetics Reedle ShotLaneige Glaze Craze Tinted Lip SerumThe Ordinary Lip SerumInika Organic Tinted Lip SerumOlaplex No.6 Bond Smoother Hairification H24 Complex Leave-In Hair Repair Mask muk Treat plus+ Bond Restoring MaskL'Oreal Paris Elvive Glycolic Gloss Leave-In Hair SerumColorWOW Pop & Lock High Gloss SerumAmika Flash Instant Shine MaskColorWOW Dream Coat Supernatural SprayL'Oréal Paris Elvive Hyaluron Plump Wonder Water Alpha-H Retinol Reboot Exfoliating Body TreatmentPaula's Choice Retinol Skin-Smoothing Body TreatmentNécessaire The Body RetinolFrank Body Retinol Body LotionAspect Pigment Punch BodyThe Ordinary Niacinamide 5% Face and Body EmulsionFrank Body Brightening Body Lotion TYPEBEA G1 Overnight Boosting PeptideBouf Flouf Factor Growth Tonic Trudermal Halo LED Hair Growth SystemCurrent Body LED Hair Growth HelmetForeo FAQ302Foreo LUNA™ 4 hair Colorgram Nude Blur TintAmuse Powder Velvet TintMerit Signature Lip Blush*We use some affiliate links here and we may earn a small commission if you decide to make a purchase. Thanks for your support!Credits:Your hosts & producers: Carli Alman & Bettina Tyrrell.Follow us on Instagram: @thatbeautypodcastFollow us on Tiktok: @thatbeautypodcastJoin us on Facebook: https://www.facebook.com/groups/260952718436828/

What happens when a world-changing technology attracts trillions of dollars in investment and how do you avoid being on the wrong side of the boom?On this episode of the Women's Money Wisdom podcast, Melissa Joy is joined by Kai Wu, founder and chief investment officer of Sparkline Capital, for a thoughtful, data-driven conversation about AI and its real investment implications.Rather than focusing on hype or fear, this discussion centers on capital allocation, specifically what happens when massive amounts of money pour into infrastructure. Using historical parallels like the railroads and the dot-com telecom buildout, Melissa and Kai explore why transformative technologies don't always translate into transformative returns for the companies building the underlying systems.You'll hear what “CapEx” actually means, why AI requires unprecedented spending on chips and data centers, and how today's market concentration around the largest tech companies creates both opportunity and risk. This episode is especially helpful if you've benefited from recent market gains but are wondering about concentration risk, diversification, or how to think more strategically about AI exposure in your portfolio.In this conversation, you'll learn:Why a transformative technology does not automatically mean a great investmentWhat capital expenditures (CapEx) are and why AI infrastructure is so expensiveHow past technology booms rewarded users more than infrastructure buildersWhy highly capital-intensive companies often underperform over timeHow S&P 500 concentration may create hidden portfolio riskWhat “AI early adopters” are and why they may offer overlooked opportunityHow to think about diversification without abandoning innovationWhether you're managing significant wealth or simply trying to make smarter long-term decisions, this episode offers practical insight to help you think clearly — without hype, panic, or binary thinking.Follow Kai and read his research: https://sparklinecapital.comX: https://x.com/ckaiwuLinkedIn: https://www.linkedin.com/in/ckaiwu/The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

2/17/2026 PODCAST Episodes #2299 GUESTS: Elaine Parker, Todd Sheets, David Bossie + YOUR CALLS! at 1-888-480-JOHN (5646) and GETTR Live! @jfradioshow #GodzillaOfTruth #TruckingTheTruth  

Join this channel to get access to perks: EARLY Access, EXCLUSIVE Episodes & Much More! https://www.youtube.com/channel/UCpeD7roEp99UANH0HVZ3dOA/joinGuests -10 Time Emmy Nominated Casting Directors Bernard Telsey & Tiffany Little Canfield - The Greatest Showman / House of Cards / Hamilton / Only Murders in the Building / Moana...BAFTA & Oscar Winning Production Designer Nathan Crowley - Batman Begins / Public Enemies / Interstellar / Wonka / The Dark Knight / Bram Stoker's Dracula... Cinematographer Alice Brooks - In the Heights / tick tick... Boom! / Wicked / Spiderman Beyond the Spider-verse...Visual Effects Oscar Nominated Pablo HelmanApollo 13 / Independence Day / The Lost World / Saving Private Ryan / Star Wars Episode 1Oscar Nominated Editor Myron Kerstein Crazy Rich Asians / In the Heights / tick tick... Boom! ... etcBAFTA, Emmy & Oscar Winning Costume Designer Paul Tazewell- Hamilton / Westside Story / Harriet / Disclosure Day BAFTA & Oscar Winning Make-Up Designer Frances Hannon- The Da Vinci Code / The Kings Speech / The Grand Budapest HotelActress Bronwyn JamesHow to Train Your Dragon / Micky 17 / Renegade Nell / Masters of the Air / Slow Horses BAFTA & Oscar Winning Production Sound Mixer Simon HayesLock, Stock / Shaun of the Dead / Les Miserables / No Time to Die(The second part of this episode was recorded prior to the BAFTA's & Oscars 2025)Host - Actor/Writer ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Elliot James Langridge⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Please contact (Scott Marshall Partners) Our SponsorsMoviePosters.com is the #1 place for movie posters old and new! use our affiliate link https://www.movieposters.com/?sca_ref=8773240.c977RvLKKpL& Get 10% off with code LIFEINFILM10⁠⁠⁠⁠BetterHelp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ provides you with access to the largest online therapy service in the world. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get 10% off⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ your first month at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠betterhelp.com/lifeinfilm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠'Wicked' & 'Wicked: For Good' Are Available to Stream NowThank you to all our guest's & the team at Organic PRas always thank you to our sponsors MoviePosters.com & BetterHelpIf you enjoyed this episode, please review and follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠You Tube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠etc and please share. It makes a huge difference. Join us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @LIFEINFILMpod. Check out the ⁠Patreon⁠ at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠patreon.com/Lifeinfilmpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Join this channel to get access to perks: EARLY Access, EXCLUSIVE Episodes & Much More! https://www.youtube.com/channel/UCpeD7roEp99UANH0HVZ3dOA/joinPlease don't forget to⁠ LIKE & SUBSCRIBE⁠! ╔═╦╗╔╦╗╔═╦═╦╦╦╦╗╔═╗ ║╚╣║║║╚╣╚╣╔╣╔╣║╚╣═╣ ╠╗║╚╝║║╠╗║╚╣║║║║║═╣ ╚═╩══╩═╩═╩═╩╝╚╩═╩═╝Thanks for watching this episode ... see you in the next video!

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 CHINA'S NEV BOOM MEETS SPRING FESTIVAL CHARGING TEST https://evne.ws/3OLOVVc CHINA'S SMALL NEV SALES SLUMP AFTER TAX BREAK ENDS https://evne.ws/4s045Vu NIO SWAPS HIT 146,649 IN ONE DAY https://evne.ws/4kCv6vq CHINA TO FORCE PHYSICAL CAR CONTROLS FROM 2027 https://evne.ws/4tElWTm GEELY EYES GROWTH WITHOUT NEW FACTORIES https://evne.ws/4rRsuMD LI AUTO HELPS POLICE HIT FAKE CHARGER HUB https://evne.ws/4qLHL0t MERCEDES-BENZ TO RECALL 19,481 EVS IN CHINA https://evne.ws/3MPNVii XIAOMI YU7 TOPS CHINA SALES AS MODEL Y SLUMPS https://evne.ws/4tHQsM4 BYD PLOTS SEALION 06 DM-I UPGRADE FOR 2026 https://evne.ws/4aWapr2 FARLEY FLOATS CHINA-US AUTO JOINT VENTURE MODEL https://evne.ws/4c0XaGG

AN ABSOLUTE CLUSTER•This year's Sale is already a success(ish). •The rising prices of tote bags. •Action figure shipping costs! •UPS will hopefully stop f-ing up our weeks! •Like! Subscribe! Patreon…? •35 DC Absolute reprints to be released on the SAME DAY! •The Superman/Spider-Man vs Spider-Man/Superman Final Order nonsense. •You should subscribe to NARCO #1! •Shout out to BOOM! Studios' Bryce Carlson!   ---------- Contest of Challengers #767 This episode is dedicated to the Baddest Man in AEW, Brody King. Theme: Adam WarRock (with Mikal kHill) Intro: James VanOsdol (with Chris Jericho) Outro: James VanOsdol "Patrick" Voices: Richie Kotzen, Christopher Daniels, James Acaster, Sue Marasciulo (Trent's Mom), RJ City, Sebastian Bach, Arune Singh, James VanOsdol "Dal" Voices: James VanOsdol, RJ City, Dalton Castle, Sue Marasciulo (Trent's Mom), Kevin Conroy, Kris Statlander, Skye Blue, Bryce Remsberg, Arune Singh Dal and Patrick Artwork: Bella Spagnuolo https://bellaspagnuoloart.myportfolio.com/ This episode was digitally edited by Cleanvoice. ----------Challengers Comics + Conversation 1845 N Western Ave • Chicago, IL 60647 773.278.0155 • ChallengersComics.com

Air Date 2/15/2026 Today we explore the gap between free speech rhetoric and the reality of arrested reporters. We'll hear how a decade of cancel culture panic over college students gave way to actual government suppression of journalists, why the DOJ is perverting a law designed to fight the Ku Klux Klan to prosecute Black journalists, how the administration that promised to "bring back free speech" is maintaining lists of forbidden words, and what history teaches about humor as a weapon against authoritarianism. Be part of the show! Leave a voice message, message us on Signal at the handle bestoftheleft.01, or email Jay@BestOfTheLeft.com Full Show Notes Check out our new show, SOLVED! on YouTube! BestOfTheLeft.com/Support (Members Get Bonus Shows + No Ads!) Use our links to shop Bookshop.org and Libro.fm for a non-evil book and audiobook purchasing experience! Join our Discord community! TOP TAKES KP 1: AG Bondi Confirms FBI Executed Search Warrant at WaPo Reporter's Home - MS Now - Air Date 1-13-26 KP 2: Why Trump Arresting Journalists Is a Sign of Weakness - Takes™ by Jamelle Bouie - Air Date 1-30-26 KP 3: The Justice Department Tries to Prosecute Black Journalists Part 1 - Boom! Lawyered - Air Date 2-3-26 KP 4: Stars and Stripes in Peril Part 1 - On The Media - Air Date 1-28-26 KP 5: Humor Can Topple Dictators Part 1 - Why, America with Leeja Miller - Air Date 10-18-25 KP 6: The Effectiveness of Nonviolent Activism - Inside International Affairs - Air Date 2-28-24 (00:52:02) NOTE FROM THE EDITOR On why authoritarians are so afraid of the media DEEPER DIVES (01:02:13) SECTION A: STATE REPRESSION A1: One Authoritarian's Playbook - Rights & Wrongs - Air Date 6-2-25 A2: Following Independent Journalists Fighting for Free Press in Russia - Fresh Air - Air Date 2-5-26 A3: Stars and Stripes in Peril Part 2 - On The Media - Air Date 1-28-26 A4: FBI Searches Reporter's Home, Raising Concerns About Intimidation of Free Press - PBS NewsHour - Air Date 1-14-26 (01:26:49) SECTION B: LEGAL ATTACKS B1: Trump Lashes Out at Reporter, Highlighting a Pattern of Attacking Press He Dislikes - Trump's Terms - Air Date 11-20-25 B2: Trump Continues Series of Verbal Attacks on Female Reporters - Anderson Cooper 360 - Air Date 12-9-25 B3: Deportation of Reporter Mario Guevara's Is Attack on Free Speech and Journalism - Democracy Now! - Air Date 10-3-25 B4: Don Lemon Arrested for Reporting on Minneapolis, 12 States Are Suing HHS, and Queer Artists Win Big at the Grammy's - Queer News - Air Date 2-2-26 B5: Journalism Is Not a Crime: Georgia Fort & Don Lemon Arrested for Covering St. Paul Church Protest - Democracy Now! - Air Date 2-2-26 B6: The Justice Department Tries to Prosecute Black Journalists Part 2 - Boom! Lawyered - Air Date 2-3-26 (02:03:30) SECTION C: MEDIA INSTITUTIONS C1: Will Journalists Choose to Save or Sink Democracy with Joy Reid & Dean Obeidallah Part 1 - Laura Flanders and Friends - Air Date 1-23-26 C2: The Washington Post Cuts and the Role of the Foreign Correspondent - The Monocle Daily - Air Date 2-5-26 C3: 'If You Can Keep It' The Future Of The Free Press Part 1 - 1A - Air Date 2-2-26 C4: Will Journalists Choose to Save or Sink Democracy with Joy Reid & Dean Obeidallah Part 2 - Laura Flanders and Friends - Air Date 1-23-26 C5: 'If You Can Keep It' The Future Of The Free Press Part 2 - 1A - Air Date 2-2-26 C6: Setareh Ghandehari on ICE Violence, Jon Schleuss on Pittsburgh Paper Shutdown - CounterSpin - Air Date 1-16-26 (02:56:52) SECTION D: LAUGHTIVISM D1: Humor Can Topple Dictators Part 2 - Why, America with Leeja Miller - Air Date 10-18-25 D2: Biology!, Jokes About Death & Humor as a Practice of Resistance with ALOK - The Daily Show - Air Date 1-15-25 D3: The Power of Laughtivism | Srdja Popovic at TEDxBG - TEDx Talks - Air Date 2-14-13 D4: ICE Agents Can't Keep It Together When Protester Trolls Them - The Majority Report - Air Date 10-12-25 D5: A Message From The Frog Resistance - The Late Show with Stephen Colbert - Air Date 10-13-25 SHOW IMAGE CREDITS Description: Composite design of a photo of a press pass on a lanyard on a table overlaying a photo of an ICE protest in Minneapolis. Credit: Internal design. Photo 1: "Standard Press Credentials - Minneapolis Civil Unrest" by Tony Webster, Flickr | CC BY 2.0 | Cropped & blended | Photo 2: "Protest against ICE in downtown Minneapolis" by Fibonacci Blue, Flickr | CC BY 4.0 | Cropped & blended   Produced by Jay! Tomlinson Visit us at BestOfTheLeft.com Listen Anywhere! BestOfTheLeft.com/Listen Listen Anywhere! Follow BotL: Bluesky | Mastodon | Threads | X Like at Facebook.com/BestOfTheLeft Contact me directly at Jay@BestOfTheLeft.com