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Scott is in Sicily, so Zach, Ben Wolff and Edwin Kramer take the docket. Edwin checks in from a new boutique hotel on Spain's Costa Blanca, and Ben is fresh from the glamping show. The first story: Hilton's CIO says AI assistants have put online travel agencies under real threat, yet he expects personal AI agents to become commissionable channels too. The crew asks what "direct" even means when an agent that never sleeps keeps rate-shopping after the booking is made. Edwin says post-booking shopping could be a bigger disruption than the booking itself. Then Booking.com tightens how much guest data, including phone numbers, it passes to hotels. Next, Lola, the new AI travel assistant from Kayak's co-founders, wholly owned by Booking Holdings. It has a free tier, a $5 a month membership and a $25 a month VIP plan, and both paid plans need a 12-month commitment. Edwin thinks it could make the OTA stronger. Ben is highly skeptical that anyone will pay up front for perks. Then Choice Hotels buys RV club Harvest Hosts for a reported $130 million. The crew talks about farm hospitality, RVers who eventually want a real bed, and what IHG and Wyndham do next. The closer: Europe's new anti-greenwashing rules took effect September 27. Edwin explains why they are hard to police and why hotels may go quiet about sustainability instead. Plus spice of the week: a hot September in southern Europe, and why this is the moment to experiment. Your Hosts: Zach Busekrus — Journey LinkedIn: https://www.linkedin.com/in/zachbusekrus/ Instagram: https://www.instagram.com/behindthestays/ Scott Eddy — Global Travel & Hospitality Expert @MrScottEddy LinkedIn: https://www.linkedin.com/in/mrscotteddy/ Instagram: https://www.instagram.com/mrscotteddy/ Ben Wolff — Founder of Onera & Oasi LinkedIn: https://www.linkedin.com/in/ben-wolff/ Instagram: https://www.instagram.com/iambenwolff/ Edwin Kramer — Luxury Hotelier Consultant & Former GM LinkedIn: https://www.linkedin.com/in/edwinckramer/ Instagram: https://www.instagram.com/edwinkramer/
Scott and Shane are here post-week 3. We go through week 3 thoughts and run through a buy/sell draft for each NFC team.
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
AGENDA: 00:00 Highlights: Jack Altman Joins The Trio 05:00 Anthropic's S-1 Leaks: $8B Operating Loss and $518B in Compute Commitments 10:00 Instinct Raises $1B at a $10B Valuation to Take On Meta 25:00 AMD Buys Fei-Fei Li's World Labs for $8.2B 39:00 Meta Poaches MongoDB's CEO as Shares Plunge 20% 43:00 AI Startup Seeks $10B Valuation Just One Week After Seed 47:00 Modal Hits $15B Valuation as Baseten Eyes $26B 54:00 OpenAI Reopens Its $200 Plan—and Halves What You Get 57:00 Oura Pulls IPO After Targeting a $16B Valuation 01:03:00 Nubank Eyes $8–12B Monzo Takeover 01:08:00 Bessemer Raises $5.75B as NFX Switches to Its Own Capital 01:14:00 Anthropic Founders Move to Lock In 50.1% Voting Control
T-Shirts $32Venmo @Scott-Switzer-1Cash App $SwitzThorIn Memo put NameAddressSizePresenting Sponsor Thirdzy! https://thirdzy.com/JAZZYPromotion Code for 15% off: JAZZYEveryday we take a break from the busy work day to catch our breath, hang out with friends and talk about the world of Sports, Entertainment and specifically CrossFit. Today we talk about buying the new Sylvester Stallone Book, Lioness not being renewed yet even though it is dominating the charts, Playing drums with music, The Arnold Grows, and so much More!
If your fantasy team is already sitting at 0-3, waiting around isn't much of a strategy. Ryan Wormeli and Andrew Erickson look at the moves that could help turn an early-season hole around. They dig into the trade markets for Tetairoa McMillan, Parker Washington and Emeka Egbuka, including which situations could create a buying window and which players may still carry more value than their production suggests. Plus, Travis Kelce and Kyle Pitts take center stage at tight end before a rapid-fire Buy, Sell or Hold segment closes out the show. Timestamps: (May be off due to ads) Intro - 0:00:00 Trade Strategy & Advice - 0:00:22 Trophy Smack Giveaway - 0:02:58 WRs to Buys - 0:03:31 Tetairoa McMillan - 0:03:36 Parker Washington - 0:08:56 FantasyPros Trade Analyzer - 0:16:27 WRs to Sell - 0:16:45 Emeka Egbuka - 0:16:59 Jordan Addison - 0:26:01 TE Buys and Sells - 0:28:42 Travis Kelce - 0:28:48 Kyle Pitts - 0:30:57 Buy, Sell, or Hold? - 0:37:10 Outro - 0:43:11 Helpful Links: Polymarket - Polymarket is giving you a $50 bonus when you deposit just $10. Sign up right now with promo code FPPOD at https://app.polymarket.us/S8ac/FPPOD. 18+ Only. Restrictions and eligibility requirements apply. Not available in all jurisdictions. Trading is risky. 100% loss can occur. See http://polymarket.com/tos for more information. The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization. My Playbook - Sync your league instantly to My Playbook to get custom advice on how to manage your team throughout the season. See your league’s top available players, power rankings, and more for free! Check the “Are They Playing” tool each week to get the latest game-day availability odds for all injured players. If you’re premium – you unlock all kinds of helpful waiver, trade, lineup and league analysis tools. You can even auto-start your team’s optimal lineup each week with Auto-Pilot. Sync your league and dominate every week of the season with My Playbook at fantasypros.com/myplaybook or on the FantasyPros App Start Your Free FantasyPros Premium Trial - https://www.fantasypros.com/free/ -Get three days free to unlock premium draft tools, rankings, analysis, and personalized advice. Watch and Subscribe to The Tailgate - https://www.youtube.com/@tailgatenfl - Just friends talking football. Get NFL storylines, weekly analysis, giveaways, and more from the FantasyPros team. Subscribe to FantasyPros on YouTube - https://www.youtube.com/@fantasypros - Watch the latest fantasy football rankings, mock drafts, sleepers, breakouts, and draft advice. Support the FantasyPros Fantasy Football Podcast - https://www.fantasypros.com/review/ - Leave a review on Apple Podcasts or Spotify to help support the show. View the Latest Fantasy Football Rankings - https://www.fantasypros.com/nfl/rankings/ - Compare expert consensus rankings, tiers and player values before making your draft-day decisions. Follow us on Twitch - The team here at FantasyPros is taking questions all week, every week on Twitch. Follow us on Twitch at twitch.tv/fantasypros and never miss a stream! Discord – Join our FantasyPros Discord Community! Chat with other fans and get access to exclusive AMAs that wind up on our podcast feed. Come get your questions answered and BE ON THE SHOW at fantasypros.com/chat BettingPros Podcast – For advice on the best picks and props across both the NFL and college football each and every week, check out the BettingPros Podcast at bettingpros.com/podcast, our BettingPros YouTube channel at youtube.com/bettingpros, or wherever you listen to podcasts.See omnystudio.com/listener for privacy information.
Ashley is thinking about raiding an estate sale and getting herself some really cool/cheap items... but Joe forewarns her this may be a bad move See omnystudio.com/listener for privacy information.
Summit Therapeutics scores a $2 billion equity investment from AstraZeneca to support ivonescimab's late-stage development; uniQure crashes after four-year data from its Huntington's disease gene therapy failed to impress; Kyverna Therapeutics brings new light to a struggling CAR T space in autoimmune disease.
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Distribution's buying-group wars are heating up again. Ian Heller and Mark Brohan dig into AD's reacquisition of SupplyForce, the national-accounts platform AD spun out decades ago and is now folding back in-house — its 18th acquisition to date — and what that means for independents trying to compete with the likes of Grainger for big national contracts. From there, it's another chapter in the data-center land grab, as Rexel agrees to pay $1.4 billion for Chicago-based GCC, putting it in direct competition with Sonepar for a construction wave that may be slower to materialize than expected. We also look at Lowe's testing drone delivery straight to the job site, regional plumbing and HVAC distributor Hills Distribution's national e-commerce push with Pex Universe, and why Walmart — quietly building out Walmart for Business and automating its distribution centers — may be the most underestimated competitor in wholesale distribution. Plus, our lightning round tackles whether Walmart-level automation will force mid-market distributors to catch up or fall behind. It was a big week in distribution. We break down what matters and why.
This week, our Host, Thilan Wickramasinghe opens to renewed bond weakness and rising oil, with President Trump rejecting Iran's Straits of Hormuz offer and higher energy costs feeding through to Singapore's inflation prints. Against this backdrop, the team hunts for winners from the higher-rate environment across the region.The show leads with Singapore macro, where August core inflation rose to 2.2% and headline to 2.3%, prompting upward forecast revisions. Our team now expects MAS to tighten with a 25bps slope increase in October, with 3-month SORA forecast at 1.6% by end-2026 and 1.85% by end-2027.Next up, our REITs Analyst Krishna reports from an investor roadshow that Singapore REIT buyers are turning more selective, with yields around 7% featuring in discussions, but says higher rates do not undermine the case. Preferred names include CICT, Ascendas REIT, Keppel DC REIT, Mapletree Logistics Trust, OUE REIT, Ascott Trust and Parkway Life REIT.Our Philippines Head of Research Kervin then explains why higher rates make Philippine banks worth a second look, with every 25bp BSP hike lifting NIMs by 5-9bps and loan growth now at double digits. His top pick is BDO, on 0.8x P/B and 13-14% ROE.Turning to tech, our analyst Jarick Seet discusses CSE Global, which has secured around SGD190m of new orders, including power distribution centres for the Calcasieu Pass LNG expansion and a follow-on for a Google-operated data centre power hub in Wyoming. He expects 2H26 revenue up 30-40% with stronger margins, flags a potential US$250-350m AWS order by November-December, and calls the 10% three-month dip a buying opportunity.Our Plantations Analyst Chee Ting then explains why Indonesia's new agrarian reform law prompted a sector downgrade to neutral and cuts to Bumitama Agri and First Resources, preferring Malaysian planters SD Guthrie, Sarawak Oil Palms and Genting Plantations.Finally, our Chart Guy flags trading BUYs on Pan-United and Multi-Chem.Wishing you a profitable trading week ahead!
Seeing Machines Ltd (AIM:SEE, OTC:SEEMF, FRA:M2Z) CEO Paul McGlone and CFO Martin Ive talked with Proactive's Stephen Gunnion about the company's interim financing extension with Magna, negotiations over a longer-term extension and the improving performance of the business. McGlone explained that Seeing Machines had made significant progress towards finalising an external refinancing package ahead of the 4 October maturity date. However, following recent discussions with Magna, the board determined that extending the existing loan notes could provide greater flexibility and the potential for a better long-term outcome. The interim extension moves the immediate maturity date to 30 November, giving Seeing Machines additional time to negotiate a longer-term arrangement. McGlone said discussions with Magna remained constructive, adding: “We expect to complete by the 30th of November. That's really clear.” Ive said the financing process had not changed the company's operational priorities or investment plans. He highlighted Seeing Machines' FY26 performance, including a 135% increase in automotive royalty revenue to $33.9 million and automotive production volumes of around 4.5 million units, up just under 200%. Production volumes reached a record 2.1 million units in the June quarter. The executives also discussed momentum in automotive, growth in the aftermarket business and interest in Seeing Machines' newly launched human-centred physical AI platform for robotic support. Seeing Machines currently expects to publish its FY26 audited results by the end of November alongside completion of the longer-term extension. The company also expects to hold investor meetings and a town hall presentation in London after the results are published, including demonstrations of its latest technology. Visit Proactive's YouTube channel for more interviews and market updates. If you found this video useful, give it a like, subscribe to the channel and enable notifications for future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #SeeingMachines #Magna #AutomotiveTechnology #DriverMonitoring #DMS #AutomotiveAI #PhysicalAI #ArtificialIntelligence #AutomotiveIndustry #InvestorNews #FY26 #TechStocks #AIMStocks #ProactiveInvestors #Proactive
Take a healthy 45-year-old man, one major mutual insurance company, and $50,000 a year paid for twenty years. Build that policy one way and $50,000 buys about $3.5 million of death benefit, with cash value that won't catch up to the premiums for thirteen years. Build it the other way (same company, same insured, same premium, same whole life contract) and the cash value passes the premiums in year six. In this episode, Brandon and Brantley put real illustration numbers to something we've talked about for years: whole life insurance isn't one thing. The design you choose decides almost everything about how the policy performs, and most buyers never find out a choice was made at all. For as long as we've been doing this, "is whole life insurance worth it?" has been one of the most common questions people search about whole life. We think it's the wrong question. A better one is, "How would whole life work for me?" A lot of the internet's "whole life is a rip-off" verdicts come from real people describing real policies. The trouble is that those policies were built for death benefit when the owner wanted cash, and nobody ever told them the difference. The product didn't fail them. A design they never knew about did. What we get into: Two ways to ask the same question. When we build a proposal, the illustration software can work in either direction. Tell it the death benefit you need, and it gives you the premium. Tell it the premium, and it gives you the most death benefit that premium will buy. For our 45-year-old, $50,000 a year poured entirely into base premium buys $3,563,792 of death benefit. That's a perfectly real whole life policy, and it does build cash, just slowly: $0 in year one, and about $145,000 after five years against $250,000 paid in (current dividend scale). That's roughly $100,000 upside down, which is exactly when people start scratching their heads. The same $50,000, built for cash. Roughly 14% goes to base premium, 74% to paid-up additions, and 12% to a term rider blended alongside. The death benefit starts near $1.04 million, which is about where the tax code's modified endowment contract (MEC) limits need it to be at this premium. Year-one cash value is $39,503. After five years, it's $246,290, a gap of about $101,000 over the all-base design on current scale. Not one extra dollar of premium went into getting there. On current scale, the cash value passes total premiums in year 6 instead of year 13. On guarantees alone, it's year 11 instead of year 21. What you give up, and why it works. The trade is about $2.5 million of death benefit, and in particular a large share of the guaranteed death benefit. Here's why that turns into more cash. The insurer manages the money the same way either way. It simply has less death benefit to back with your premium, so more of your dollars show up as cash you can use. The gap grows with time. By age 65 (twenty years of premiums, $1 million paid in), the cash-focused design shows about $1.61 million of cash value against $1.31 million for the all-base design on current scale. That's more than a $300,000 difference. On guaranteed values alone, it's $1.13 million against $991,000. What that means as retirement income. Illustrated as policy loans from age 65 to 90 on the current scale, the cash-focused design supports about $80,700 a year against about $65,300. That's roughly $15,400 more a year, or close to $1,280 a month you can actually spend. Policy loans aren't taxed as income as long as the policy stays in force and isn't a MEC. Like every income figure here, these depend on future dividends and a loan rate nobody knows in advance. The stress test: cut the dividend scale by a full 1%. That's a big reduction. Income drops to about $71,900 on the cash-focused design and $58,700 on the all-base design. The cash design actually loses slightly more in percentage terms (about 10.9% against 10.1%). Even with the lower dividends, though, it still pays more than the all-base design does with no cut at all. The levers behind the gap. Base premium versus paid-up additions, blending in term, how long you pay, and funding right up to the MEC line without crossing it. One caution: this isn't a checklist you hand to someone and say "blend it and add PUAs." Every carrier handles the term rider and the paid-up additions rider differently, and the details decide the result. Neither design is "bad." Some people really do need $3.5 million of permanent death benefit that will be there no matter what. For them, the all-base design is the right policy. It only becomes a bad policy when the buyer wants cash, and nobody asked. Who this is actually for, and who it isn't. It fits people who already have a strong position and can put a meaningful amount in every year (we use $50,000 here, and $25,000 and up is where the case gets compelling) for at least ten years before they plan to draw on it. It doesn't fit anyone without other savings, anyone with tight cash flow, or anyone with a short horizon. The 70-year-old hoping to fund it for three years and then take income is in that last group. It's also not a substitute for growth assets. The honest framing we keep on air: every number in this episode comes from one carrier, one insured (male, 45, preferred non-tobacco), and the current 2026 dividend scale. Figures are non-guaranteed unless we call them guaranteed. Dividends can and do change, and the policy loan rate is variable (5.4% when we ran these illustrations). Your age, health, and budget will change the numbers, though not the basic pattern. This is not investment advice. Securities have their place in a retirement plan; we just don't sell them, and this episode stays in our lane: whole life design, cash value, and policy loans. Everything in this episode was a 45-year-old putting in $50,000 a year. You're not that person. Want to see what a well-built policy would do with your money? Don't let ChatGPT be the last word. It will give you a confident verdict about a design it never specified, and confidently wrong is still wrong. Tell us a few things about where you stand, and Brandon will build a design at your numbers and send you a private video walking through it page by page, within two business days. No call required, no pitch. If whole life isn't the right tool for you, the video will say so. Run my numbers. Not ready for your own numbers yet? Brandon's free buyer's guide lays out this episode's two designs side by side, then well-built policies at $25,000, $100,000, and $250,000 a year, and the five things to check on any illustration you've been handed. Get the free guide.
The full squad is back. Royal Caribbean is taking a 50% stake in Sandals Resorts for roughly $3 billion, and the crew breaks down why a cruise line wants an all-inclusive hotel brand. Edwin runs the numbers on who is really serving whose guests, and Scott, who has known the Stewart family most of his life, explains why cruise companies can't build ships fast enough and are coming ashore instead. Then it's Airbnb's hotel push: just shy of 4,000 hotels on the new listing format, hand-curated and aimed at independent and soft-brand three- and four-star properties. Ben weighs in as an operator who knows the platform well, and Edwin asks what happens to hotels when short-term rental markets get squeezed. From there, Uber's hotel business: Dara Khosrowshahi says the traveler comes to Uber, Uber One has more than 50 million paying members, and the Blacklane deal hints at where a trip super app could go. The closer: at Skift's first creator summit, IHG and Hyatt said they're giving up control of scripted creator campaigns. Scott says it's six years too late. Ben says social is now the best customer acquisition channel on the planet, and any brand that won't invest in it is choosing to hand its bookings to the OTAs. Plus spice of the week, from an Ibiza rave revival to the difference between building a brand and putting heads in beds. Your Hosts: Zach Busekrus — Journey LinkedIn: https://www.linkedin.com/in/zachbusekrus/ Instagram: https://www.instagram.com/behindthestays/ Scott Eddy — Global Travel & Hospitality Expert @MrScottEddy LinkedIn: https://www.linkedin.com/in/mrscotteddy/ Instagram: https://www.instagram.com/mrscotteddy/ Ben Wolff — Founder of Onera & Oasi LinkedIn: https://www.linkedin.com/in/ben-wolff/ Instagram: https://www.instagram.com/iambenwolff/ Edwin Kramer — Luxury Hotelier Consultant & Former GM LinkedIn: https://www.linkedin.com/in/edwinckramer/ Instagram: https://www.instagram.com/edwinkramer/
Nomi Prins, renowned market commentator, author and founder and CEO of Prinsight Global, chimes in the recent Federal Reserve rate increase, the first in roughly three years, and the aftermath. Don't forget to also follow us on social media for more important precious metals updates! https://www.youtube.com/@Moneymetals | https://www.facebook.com/MoneyMetals | https://instagram.com/moneymetals/ | https://twitter.com/moneymetals | https://www.pinterest.com/moneymetals/
A school in Singapore just spent over $600 million reimagining what a classroom should be, and it's not what you'd expect. Mike Posthumus, learning design principal at Fielding International, walks through how Singapore American School rebuilt its campus around a real learning model instead of the traditional "cells and bells" classroom design, and why that distinction changes everything about how kids actually learn. He also shares how a much smaller, budget-friendly version of the same idea transformed a public school district in Cranston.
Zach Lewis runs IT and security at a university on a tight budget, and when he needs a problem fixed, he goes looking in the startup community. He's been a sub-10 customer at Concentric AI, a very early customer at Island, a design partner for Jazz DLP, and he ran an email security product from a barely-out-of-stealth startup for four years. He explains what he gets for buying early, what he needs to see before he'll take the bet, and why your LinkedIn message almost certainly isn't how you'll reach him.In this episodeWhy a four-year run with a sub-10 email security startup turned Zach into a repeat startup buyerThe trade he makes for being early: lower pricing locked in for three or five years, and features built in weeksWhat he watches during a design partnership: the whole problem solved, the team growing, the product moving fastHow his DSPM vendor ended up working like a remote member of his teamWhy nobody inside the university pushed back on buying from startups10 to 20 LinkedIn pitches a day, three replies in seven years, one purchase, and where he finds new vendors insteadHow a deal actually gets funded in a July-to-June budget, and why something usually gets switched off firstWhy two out of three startups he sees are pitching shadow AI, and why he covered it with tools he already hadAbout the guestZach Lewis is CIO and CISO at the University of Health Sciences and Pharmacy in St. Louis, a Venture Advisor at Glilot Capital Partners, and the author of Locked Up (Wiley, 2026), the story of his university's response to a LockBit ransomware attack. He was named Non-Profit CISO of the Year in 2023.Notable quotes"I've done a 5-year on a couple startups just because we want to lock in that low pricing.""Best email security product I've ever seen.""I don't think anyone even really knew they were a startup, nor did they care."Chapters00:00 Intro03:18 Advising at Glilot and the St. Louis "cyber mafia"07:23 What he listens for in a first startup conversation09:31 How a design partnership really works13:37 Why legacy DLP failed and what Jazz does differently16:41 His first startup bet: email security20:00 Price, multi-year lock-ins, and features in weeks21:00 How much time early-stage vendors actually take23:38 Does anyone push back on buying from startups?24:38 Sorting out AI security without adding tools28:04 "Stop messaging me on LinkedIn," and what works instead33:28 How deals close: budget cycles, sunsetting, the CFO39:09 Buying after a breach41:00 Locked Up43:31 Visionary or smoking crack Support the showThe Cyber Go-To-Market Talk is the show for cybersecurity sales leaders, founders, CROs, and go-to-market operators looking to improve cyber sales performance and build more predictable revenue growth. Hosted by Andrew Monaghan, founder of Unstoppable.do, covering cyber sales leadership, revenue leadership, sales onboarding, forecasting, pipeline generation, and cybersecurity go-to-market execution.Follow me on LinkedIn for regular posts about growing your cybersecurity startupWant to grow your revenue faster? Check out my cybersecurity sales consulting and trainingNeed ideas about how to grow your pipeline? Sign up for my newsletter.
Paul spends some time every week watching the financial news so that you don't have to. Today, Paul shares an ad about Vanguard bond funds that, on the surface, seemed informative but really shows that the industry thinks it can pull one over on you. Listen along as Paul dismantles the pitch and explains how Vanguard uses emotional language to sell underperforming bond funds to young investors who should be focused on building wealth. Later in the episode, Paul's son Andrew is studying for his Series 65 and finds a question on the test that goes against everything he knows about academic investing principles. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.
Introduction What is an insurer actually buying when it signs an AI contract? Dan Griffith's answer is that the failures came from companies buying AI because they needed AI, and the wins came from companies buying a migration that finishes faster at a fixed cost. Tim Vieyra runs Comotion AI, a Cape Town firm that spent twelve years building analytics and policy administration software other companies put their name on, and is now selling in the US under its own. Dan is advising Comotion on that entry, so this conversation runs two threads at once: what has to be true about an insurer's data before any AI project is real, and what has to be true about a company before it tries to sell into the American market. Guest Bios Tim Vieyra is a qualified actuary who left corporate financial services in 2013 to co-found Comotion, a software and data firm serving life insurance, investment, and healthcare clients. Comotion built the analytics engine behind TAI Insights and has worked with RGA South Africa. Comotion AI is the platform version of that work, putting governed, queryable structure over insurance, finance, and mortgage data, with data migration and profiling as the lead use case. Dan Griffith spent thirty years in enterprise sales, including a run as the first US hire for a South African company he helped scale from $3M to $150M, and now runs Greater Gain Group, which helps international software companies land and scale in US insurance and financial services. Key Topics -Buying an outcome, not AI - Griffith argues the failures came from companies that bought AI because they needed AI. What Comotion's customers buy is a migration that lands faster at a fixed acquisition cost. -Profiling in week one instead of month six - Vieyra explains that migration teams have historically found their data problems only after loading a target system and running reports. Comprehensive profiling on ingest moves that discovery to week one or two. -Governance resonated least - Griffith expected governance to carry the pitch and found it landed weakest, because governance is not a problem until it becomes one and the industry has not settled what the word means. -Narrowing the message on purpose - Vieyra describes shifting from "we can help with a broad array of problems" to two named use cases. That limits bandwidth, but it cuts through the noise faster. -South Africa versus the US - A smaller market rewards land-and-expand relationships and tolerates a muddier value proposition. The US demands a dialed-in problem statement and credibility, and then it opens up. -ICP first, everything else after - Griffith walks through the full-day workshop that set Comotion's ideal customer profile, and why a pilot should be priced as a percentage of the full deal and bounded by either time or scope. -Reset advice for stalled AI programs - Vieyra's answer for anyone whose AI initiative is not working is to re-evaluate the project against what the team knows now, not what it knew when the decision was made. Notable Quotes "Hold on to your paradigms loosely. Be humble enough to know that what you know now is not what you knew when you made the decision. And be willing to cut your losses and move to things that work." "We see failures all over the place because people just bought AI because they needed AI." "Governance isn't a problem until it's a problem." "In the US you have to have a much more dialed in and focused value proposition. You have to have a very, very clear problem that you're solving and credibility on why people should believe you. If you tick those boxes, the market is open to you." Resources Guests: Comotion AI: https://www.comotion.ai Comotion Business Solutions: https://www.comotion.us Tim Vieyra on LinkedIn: https://www.linkedin.com/in/timalive/ Greater Gain Group: https://www.greatergaingroup.com Dan Griffith on LinkedIn: https://www.linkedin.com/in/dangriffithsr/ Host & Organization: Joshua R. Hollander on LinkedIn: https://www.linkedin.com/in/joshuarhollander/ Horton International (USA): https://www.horton-usa.com/ Insurtech Leadership Podcast (LinkedIn Showcase): https://www.linkedin.com/showcase/insurtech-leadership-show Subscribe & Review If you enjoyed this episode, subscribe on your favorite platform and leave a review. The Insurtech Leadership Podcast is available on YouTube, Podbean, Apple Podcasts, and Spotify.
Last week it was regrets. This week, the opposite: the purchases Barry and Jason treasure most and would never, ever sell.Barry shows off his ultra-rare Ghostbusters "ghost trap" trilogy set and his out-of-print Conan Chronicles. Jason makes the case for the Batman four-film collection that looks and sounds stunning even when the movie is near unwatchable, the Mad Max set built around the masterpiece that is Fury Road, and a decade-old Real Ghostbusters cartoon set that somehow survived a stint in his backyard shed.Two collectors who buy to keep, not to flip, and the stories behind the discs that matter most.Which one would you save from a fire?Brainwaves with Jason and Barry. Two guys figuring out midlife one pointless debate at a time. New episodes weekly.
OpenAI has reportedly bought Glass Imaging – the ex-Apple team behind the iPhone's Portrait Mode – for the camera in its first hardware device. Meanwhile, a former cinematographer turned carpenter has got his Digital Bolex rebuild working: original Kodak CCD, Raspberry Pi 5, V-mount battery, wooden box. Big tech vs. one-man camera build – plus the Sony FX5 delay in Japan, DJI SDR Transmission 2, the OrBrella crowdfunding start and lots of IBC gear. This Episode is Sponsored by Hollyland (00:15:06) ► Check out the Pyro S: http://cined.co/nImvmn Topics and Chapters in this Episode: (00:00:00) Intro (00:02:12) OpenAI Reportedly Buys Glass Imaging for the Camera in Its First Hardware Device https://www.cined.com/openai-reportedly-buys-glass-imaging-for-the-camera-in-its-first-hardware-device-ai-image-processing-from-an-ex-apple-team/ (00:15:58) David Bross Digital Bolex Rebuild Reaches Working Prototype https://www.cined.com/david-bross-digital-bolex-rebuild-reaches-working-prototype-kodak-ccd-raspberry-pi-5-free-loaner-units-planned/ (00:29:42) Blackmagic Camera for iOS 3.5 Released https://www.cined.com/blackmagic-camera-for-ios-3-5-released-iphone-18-pro-support-variable-aperture-control-prores-to-pro-video-storage/ (00:33:49) Sony FX5 Delayed to Late October or Later in Japan https://www.cined.com/sony-fx5-delayed-to-late-october-or-later-in-japan-dvf-el1-viewfinder-xlr-h2-handle-and-launch-campaign-also-affected/ (00:38:42) Sony DP7 and DP5 Explained https://www.cined.com/sony-dp7-and-dp5-explained-native-cinema-line-camera-control-2000-nit-calibrated-panels-third-party-wireless/ (00:44:50) Tilta EVF Extension Kit for Sony FX5 Detailed https://www.cined.com/tilta-evf-extension-kit-for-sony-fx5-detailed-cage-base-plate-nucleus-autofocus-integration-xlr-adapter-in-development/ (00:47:58) DJI SDR Transmission 2 Launched https://www.cined.com/dji-sdr-transmission-2-launched-dci-4k60-10-bit-hdr-switchable-tx-rx-transceivers-4km-range/ (00:55:39) SmallRig x CineD OrBrella Light Introduced https://www.cined.com/smallrig-x-cined-orbrella-light-introduced-60w-umbrella-style-light-that-deploys-in-five-seconds/ (01:01:41) Atomos Shinobi 7 II & Shogun AV-19M Introduced https://www.cined.com/atomos-shinobi-7-ii-shogun-av-19m-introduced-first-look/ (01:05:55) Accsoon CineView M7 Series Updated https://www.cined.com/accsoon-cineview-m7-series-updated-expanded-camera-control-vertical-ui-user-built-android-apps/ (01:09:55) Insta360 Luna Ultra Firmware Update Released https://www.cined.com/insta360-luna-ultra-firmware-update-released-15x-zoom-concert-stage-mode-4k-vertical-video-and-a-450mm-telephoto-lens/ (01:13:33) Cartoni HyperRoll Explained https://www.cined.com/cartoni-hyperroll-explained-skate-wheels-for-any-camera-cage-nato-rail-mounting-lockable-wheel-angles/ (01:22:38) Vocas EL-40 Eyepiece Loupe for the Sony PXW-Z300 Introduced https://www.cined.com/vocas-el-40-eyepiece-loupe-for-the-sony-pxw-z300-introduced-magnetic-tool-free-mount-flip-up-design-swappable-camera-attachments/ (01:24:13) NIPROS VEGA-R Fiber Adapter for RED KOMODO Introduced https://www.cined.com/nipros-vega-r-fiber-adapter-for-red-komodo-introduced-zero-latency-12g-sdi-analog-optical-transmission-1gbe-control/ (01:26:10) FUJIFILM VF-GFXC2 Viewfinder for the GFX ETERNA 55 Explained https://www.cined.com/fujifilm-vf-gfxc2-viewfinder-for-the-gfx-eterna-55-explained-native-43-oled-two-display-modes-single-cable-connection/ (01:31:32) Libec Q30B and Q50B Explained https://www.cined.com/libec-q30b-and-q50b-explained-quick-deploy-ring-45kg-payload-dust-proof-spreader-locks/ (01:34:07) Profoto ProPanel 3×2 Accessories Introduced https://www.cined.com/profoto-propanel-3x2-accessories-introduced-6x6ft-snapbag-l-40-snapgrid-s-truss-clamp-kit/ (01:35:15) DigitalFoto THANOS-PROCINE ELITE Camera Stabilizing System Introduced https://www.cined.com/digitalfoto-thanos-procine-elite-camera-stabilizing-system-introduced-30kg-payload-improved-arm-vest-and-more/ (01:36:50) DigitalFoto Battery Handles for DJI Osmo Pocket and Insta360 Luna Introduced https://www.cined.com/digitalfoto-battery-handles-for-dji-osmo-pocket-and-insta360-luna-introduced-5000mah-20w-quick-charge-color-display/ (01:38:40) Rolux Foldable Dual V-Mount Charger Introduced https://www.cined.com/rolux-foldable-dual-v-mount-charger-introduced-100w-usb-c-input-fanless-design-780g/ (01:40:28) CAME-TV Hub Pro Announced https://www.cined.com/came-tv-hub-pro-announced-32-headset-intercom-expansion-xlr-audio-30-hour-battery/ (01:43:38) SIRUI Aurora 15mm f/1.6 and 24mm f/1.4 Full-Frame Autofocus Lenses Unveiled https://www.cined.com/sirui-aurora-15mm-f-1-6-and-24mm-f-1-4-full-frame-autofocus-lenses-unveiled/ (01:44:59) The Secret That Doesn't Matter https://www.cined.com/the-secret-that-doesnt-matter-hitchcocks-macguffin-in-screenwriting-then-and-now/ We hope you enjoyed this episode!
Ryan Wormeli and Andrew Erickson break down the wide receivers and tight ends worth targeting on the trade market before Week 3. They make the case for buying Josh Downs as his role grows in Indianapolis, explain why Garrett Wilson could have much more upside ahead, and look at whether now is the time to buy low on Chicago’s struggling pass catchers. On the other side, Wormeli questions whether George Pickens can return his current market value alongside CeeDee Lamb, while Erickson makes the case for selling Jake Ferguson after his touchdown-fueled start. Timestamps: (May be off due to ads) Intro - 0:00:00 WRs to Buy - 0:00:32 Josh Downs - 0:00:37 Garrett Wilson - 0:08:01 Chicago Bears - 0:15:05 Trophy Smack Giveaway - 0:20:16 WR to Sell: George Pickens - 0:20:52 FantasyPros Trade Analyzer - 0:29:39 TE to Sell: Jake Ferguson - 0:30:03 Buy, Sell, or Hold - 0:34:41 Parker Washington, Drake London, and Jaylen Waddle - 0:34:58 Jalen Coker, Matthew Golden, and Terry McLaurin - 0:39:18 Isaiah Likely, Travis Kelce, and Juwan Johnson - 0:46:53 Outro - 0:48:22 Helpful Links: Polymarket - Polymarket is giving you a $50 bonus when you deposit just $10. Sign up right now with promo code FPPOD at https://app.polymarket.us/S8ac/FPPOD. 18+ Only. Restrictions and eligibility requirements apply. Not available in all jurisdictions. Trading is risky. 100% loss can occur. See http://polymarket.com/tos for more information. The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization. My Playbook - Sync your league instantly to My Playbook to get custom advice on how to manage your team throughout the season. See your league’s top available players, power rankings, and more for free! Check the “Are They Playing” tool each week to get the latest game-day availability odds for all injured players. If you’re premium – you unlock all kinds of helpful waiver, trade, lineup and league analysis tools. You can even auto-start your team’s optimal lineup each week with Auto-Pilot. Sync your league and dominate every week of the season with My Playbook at fantasypros.com/myplaybook or on the FantasyPros App Start Your Free FantasyPros Premium Trial - https://www.fantasypros.com/free/ -Get three days free to unlock premium draft tools, rankings, analysis, and personalized advice. Watch and Subscribe to The Tailgate - https://www.youtube.com/@tailgatenfl - Just friends talking football. Get NFL storylines, weekly analysis, giveaways, and more from the FantasyPros team. Subscribe to FantasyPros on YouTube - https://www.youtube.com/@fantasypros - Watch the latest fantasy football rankings, mock drafts, sleepers, breakouts, and draft advice. Support the FantasyPros Fantasy Football Podcast - https://www.fantasypros.com/review/ - Leave a review on Apple Podcasts or Spotify to help support the show. Real-Time ADP - Track up-to-the-minute draft trends across all major platforms: https://fantasypros.com/realadp View the Latest Fantasy Football Rankings - https://www.fantasypros.com/nfl/rankings/ - Compare expert consensus rankings, tiers and player values before making your draft-day decisions. Follow us on Twitch - The team here at FantasyPros is taking questions all week, every week on Twitch. Follow us on Twitch at twitch.tv/fantasypros and never miss a stream! Discord – Join our FantasyPros Discord Community! Chat with other fans and get access to exclusive AMAs that wind up on our podcast feed. Come get your questions answered and BE ON THE SHOW at fantasypros.com/chat BettingPros Podcast – For advice on the best picks and props across both the NFL and college football each and every week, check out the BettingPros Podcast at bettingpros.com/podcast, our BettingPros YouTube channel at youtube.com/bettingpros, or wherever you listen to podcasts.See omnystudio.com/listener for privacy information.
2026 Upper Hand Fantasy Season Pass: https://upperhandfantasy.com/seasonpassTwo weeks into the season is the best window to trade all year, because this is when managers panic off two box scores. Eight buys, six holds and four sells, including guys your league is actively trying to move and one seller coming off a two touchdown game.Every call is argued on usage rather than points: target share, route participation, yards per route run and expected fantasy points per route run, plus the injury news behind each opportunity.Follow us on Instagram (252K followers): https://www.instagram.com/upperhandfantasy
Welcome back to the Dynasty Rewind Dynasty Fantasy Football Podcast! On this episode, join Michael Bower and Nate Christian as they discuss some players that they want to either buy or sell at this early point in the 2026 NFL Season! We discuss:- Kansas City Chiefs Running Back Kenneth Walker III- Philadelphia Eagles Wide Receiver Dontayvion Wicks- Los Angeles Chargers Running Back Omarion Hampton- Houston Texans Running Back David Montgomery- Cleveland Browns Wide Receiver Denzel BostonStay tuned every week as we are your go to source for all things 2027 Rookie draft, college fantasy football, dynasty strategy and dynasty trade related!Note that some of the links below are affiliate links that if used we will receive a small commission. There is no additional cost to you, it is just another way to support this channel. We thank you for your support!Check out https://www.patreon.com/dynastyrewind for:-Dynasty Rankings, -Rookie Rankings, -Bonus Podcasts, and -Exclusive Written Content! -Not to mention access to our growing community!-(NEW) Access to our very own Fantasy Football DatabaseTeaser Video WATCH HERE: https://youtu.be/gzJcWg07QYY Want to support the brand and look good doing it? Head on over to our merchandise store and browse T Shirts, Sweatshirts, Hats and much more! https://dynasty-rewind.myspreadshop.com/ Support the channel, become a YouTube Channel Member here and gain access to exclusive perks!: https://www.youtube.com/channel/UCoIzz8hVm9O-yAdEhC--ZFg/join Want another great way to support the brand, and it's absolutely FREE? Leave us a 5 star review on Apple Podcasts! https://podcasts.apple.com/us/podcast/dynasty-rewind/id1465847336Want all the access to the Patreon pods WITHOUT going through Patreon? Head on over to Spotify now and become a paid subscriber to gain access to all bonus podcasts, as well as the main pod AD FREE, for only $2.99 a month! Don't worry, our main pods will always remain free! Join here- https://creators.spotify.com/pod/profile/dynasty-rewind/subscribeSubscribe to our Podcast wherever YOU Enjoy Podcasts! https://linktr.ee/DynastyRewind Follow the podcast on X Follow the Podcast on Instagram @dynasty_rewindFollow the boys from the pod @RewindCEO @NateNFL
Everyone online loses their mind arguing about BAH like it's the only thing that decides what house you can buy. It's not even close to the full picture. In this episode I break down what lenders actually look at (your debt, your credit score, your residual income, and the property type you're buying) and why an E-4 with clean credit and no debt can out-qualify an officer who's buried in truck payments. I also walk through how VA loan house hacking on a duplex, triplex, or fourplex lets you qualify for more house than you ever could on a single-family, using a real example of a single E-5 who bought a $1.2 million fourplex in San Diego and lived there for free. Timestamps (00:00) - Intro (00:55) - Buying Power Isn't Just BAH (02:38) - Credit Score and Utilization Rate (04:47) - VA Residual Income Rule (05:59) - E-5 Buys $1.2M Fourplex (07:16) - Stop Obsessing Over BAH (08:45) - Don't Overspend Your Approval (11:00) - Free Agent and Lender Match About the Show On the Military Millionaire Podcast, I share real conversations with service members, veterans, and their families. Each week, we explore how to build wealth through personal finance, entrepreneurship, and real estate investing. Get an intro to my recommended VA lenders and/or real estate agents: https://www.frommilitarytomillionaire.com/va-realtor Resources & Links Download a free copy of my book: https://www.frommilitarytomillionaire.com/free-book Sign up for free webinar trainings: https://www.frommilitarytomillionaire.com/register Get an intro to recommended VA agents/lenders: https://www.frommilitarytomillionaire.com/va-realtor Apply for The War Room Mastermind: https://www.frommilitarytomillionaire.com/mastermind-application Join our investor list: https://www.frommilitarytomillionaire.com/investors Guide to raising capital: https://www.frommilitarytomillionaire.com/capital-raising-guide Connect with David Pere Facebook Group: https://www.facebook.com/groups/militarymillionaire YouTube Channel: https://www.youtube.com/@Frommilitarytomillionaire?sub_confirmation=1 Instagram: https://www.instagram.com/frommilitarytomillionaire/ LinkedIn: https://www.linkedin.com/in/david-pere/ X (Twitter): https://x.com/militaryrei TikTok: https://www.tiktok.com/@militarymillionaire Produced by UNFLTR
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a period of profound transformation within the industry, marked by scientific advancements, strategic acquisitions, and a shifting regulatory landscape that promises to redefine the future of healthcare. Telix Pharmaceuticals has made headlines with its acquisition of ITM Isotope Technologies Munich SE, valued at up to $2.35 billion. This move positions Telix at the forefront of the radiopharmaceutical sector—a field gaining momentum due to its precision medicine potential in oncology. Radiopharmaceuticals use radioactive substances for targeted cancer therapies, offering promising alternatives to traditional treatments by minimizing side effects and enhancing therapeutic efficacy. This acquisition could revolutionize oncology treatment protocols, providing more precise diagnostic and therapeutic options for patients. In another significant development, Ultragenyx has secured FDA approval for Fayuvi, marking the first-ever gene therapy for Sanfilippo Syndrome Type A. This devastating neurodegenerative condition previously had no effective treatment. Gene therapies like Fayuvi represent a paradigm shift in addressing genetic disorders by tackling root causes at the molecular level rather than merely alleviating symptoms. This milestone not only offers hope to affected families but also sets a precedent for future gene therapies targeting similar rare diseases. China's ambitious five-year plan to capture 25% of global innovative drug approvals by 2030 underscores its growing role in the pharmaceutical industry. With a focus on expanding research and development capabilities across multiple disease areas, this initiative aims to foster international collaborations and accelerate novel therapies' introduction worldwide. The plan reflects China's commitment to becoming a major player in pharmaceutical innovation, potentially reshaping global market dynamics. Alkermes' recent clinical trial results highlight another promising development in ADHD treatment. Its orexin agonist ALKS 7290 has shown potential in Phase 1b trials, with Phase 2 trials underway. Orexin agonists could represent a new approach to managing ADHD beyond traditional stimulant medications by addressing underlying neurobiological pathways rather than just symptoms. Beacon Therapeutics is preparing for an FDA filing following successful Phase 2/3 trials of laruparetigene zovaparvovec for X-linked retinitis pigmentosa (XLRP), a progressive eye disease leading to blindness. This advancement underscores gene therapy's potential to significantly slow disease progression or restore vision in patients with inherited retinal diseases, offering renewed hope for affected individuals. Strategically, Novo Nordisk is realigning its focus through acquisitions like Kallyope's early-stage obesity assets and Bayer's divestment of the cancer drug Stivarga to Grunenthal. These transactions reflect ongoing efforts within companies to concentrate on core competencies and address competitive pressures effectively. AstraZeneca's $30 million investment in its Wuxi facility aims to expand cardiovascular drug production capacity, responding to rising global demand driven by increasing incidence rates. Such investments highlight a broader trend towards enhancing production capabilities in response to changing market needs. Eli Lilly has also made strides in oncology with FDA approval of an oral SERD combination therapy involving Inluriyo and Verzenio. This combination offers longer progression-free survival for breast cancer patients compared to monotherapy, representing an important advancement in developing patient-centric therapeutic regimens. Finally, technological advancements continue redefining clinical trial processes with automation and digital innovations accelerating drug development timelines and improving data integration capabilities. These efforts will likely lead to transformative impacts on drug development processes and patient outcomes globally. Overall, these developments illustrate an industry at the forefront of innovation, grappling with complex challenges such as regulatory changes and competitive pressures while continuously pushing the boundaries of medical science to improve patient care. As biotechnologies advance and new therapeutic areas are explored, stakeholders across the sector must navigate these changes strategically to capitalize on emerging opportunities. Thank you for tuning into Pharma Daily. Stay informed and engaged as we continue bringing you the latest insights from the pharmaceutical and biotech world—it's an exciting time for science and medicine alike!Support the show
From teenage Flaming Lips flyers to Nirvana and Soundgarden posters and record covers galore, Coop shares art-creation stories and the chaos of his record collection. Grab one of Coop's "Poster Boy" books here! Topics Include: Introduces Poster Boy, his massive new career-spanning art book Kickstarter (via Zoop) already blew past $40k raised Coop admits he's "too much" of a record collector Closing in on 10,000 records, out of shelf space 3,000-4,000 are 45s he actively spins as a DJ Recalls chasing UK punk records early in his Discogs days Loves Jamaican 45s for their rough, charming pressings Tells story of scoring a stash of 60s garage 45s Traces another haul to a Miami DJ's Jamaica trips Confesses completist streak for The Fall, Guided by Voices Owns up to buying every Bandcamp vinyl color variant Prefers Bandcamp since money goes straight to the band Talks Austin's record fair and reconnecting with old LA dealers Describes current obsession hunting weird beatnik novelty 45s Buys mostly on vibes and wild, bizarre label artwork Explains how he broke into art through poster connections Credits Greg Shaw and Long Gone John's Sympathy label Became a top poster artist alongside Frank Kozik Poster work opened the door to major record covers Tells the wild origin story of the Lords of Acid cover Discusses keeping Discogs updated for his family's future Shares recent grails: a Beefheart 45, rare beatnik pressing Explains his (mostly) organized system for shelving and DJ crates Talks trading doubles, then wraps with a final Poster Boy plug High resolution version of this podcast is available at: www.Patreon.com/VinylGuide Apple: https://tinyurl.com/tvg-ios Spotify: https://tinyurl.com/tvg-spot Amazon Music: https://tinyurl.com/tvg-amazon Support the show at Patreon.com/VinylGuide
DynastyDadFF & Mitch from break down 12+ MUST BUYS w actionable Dynasty Trades to make now before the NFL season:Book a LIVE YouTube Team Evaluation with us: https://www.smashacceptff.com/advice/snoog/live-roster-reviewWe PARTNERED WITH UNDERDOG - Use Link https://play.underdogsports.com/vgwg/p-smashyt to get your first deposit 50% matched up to $250-$1,000 depending on State.Join us LIVE every Tuesday at 9:30 PM ET for the Smash Accept Trade Show, where we break down 75+ dynasty trades live from the community and help you make better dynasty decisions.Get access to everything we use:- Team Reviews- Dynasty Rankings- Trade Calculator- Draft Assist- Season Simulator- Expedited Trade Sending Tool- Rookie & Startup Rankings- Discord Community + Trade Advice
Four hundred episodes. Trevor started this show with one infant and now has an 11 and a 9 year old; Jeff is staring down two teenagers. We open with a poem for everyone who got us here, look back at the consoles that came and went along the way (RIP PSVR, no regrets), and announce the winner of our 400th-episode giveaway: congratulations to gaming dad Shaun, who takes home GTA 6 Ultimate Edition. Thank you to everyone who entered, subscribed, rated and reached out. We wish we could give away more. Then, on episode 400, Trevor finally enters the PS5 race. His 9-year-old spent a year saving chore money and gift cash, dad offered to go halfsies on a $450 used console, and then the $400 PS5 simply stopped existing. Two price hikes and a GTA 6 hype cycle later, he got in at $650 with three controllers and two games, which raises the real question: when the price jumps after the deal, do you teach your kid about the economy or keep dad's word? Plus the one controller nobody in the house is allowed to touch, why you should open and install a console before you gift it (32 GB of Fortnite and an Epic login stood between a kid and his first play session), the disc that still needed a 60 GB download, and Jeff's family-setup tips: mount it horizontal, beware rest mode, and what PS Plus does and doesn't unlock. And Jeff has found his Tenchu fix. Instead of emulating the old ninja game, he went into Sekiro: Shadows Die Twice, and after hundreds of deaths he makes the case that it is the most sessionable FromSoft game for a dad: two lives, forgiving checkpoints, hop in, get kicked around, go to bed. Trevor, fresh off his Elden Ring summer, is tempted. Pumpkin beer season is coming in October, and cheers to 400 more. Subscribe to the Podcast! Apple Podcasts: https://podcasts.apple.com/us/podcast/new-dad-gaming/id1107330772 Spotify: https://open.spotify.com/show/434cj9ksKBnX6aY2aBZ6Uw Others on Our Website: https://newdadgaming.com/
What tools do you have? What process do you follow? What strategies are you integrating in to the process? I show all of these things in my podcasts, but here's a review of everything from the past few months and even the last year. FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! TRENDSPIDER SALE - get a 2 week trial here I also negotiated to get 59% off and 100 Sidekick messages per month for the entire year plus up to 52 training sessions. Plus you get my 4 hour algorithm and so many other benefits withCLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE Seeking Alpha's SUMMER SALE ✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together - ✅ ALPHA PICKS - Want to Beat the S&P? Save $50 ✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL ✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 ✅ NEW - QUANT GROWTH AND INCOME PORTFOLIO - SAVE $50EPISODE SUMMARY
Wing Vasiksiri joins Jeremy Au to analyze a major wave of tech M&A deals and macro growth trends reshaping Southeast Asia. They dissect Grab's $1.5 billion acquisition of a 60% stake in Atome Financial, examining its unique performance-linked staged structure, offline-to-online retail synergies against Sea Group, and the strategic value of Atome's credit underwriting capabilities. They also break down Circle's $400 million purchase of Tazapay, exploring how cross-border B2B payment rails and all-stock deal structures de-risk regional expansion and align long-term founder incentives. Finally, they examine Singapore's $200M+ fintech fund injection, the double-digit surge in regional e-commerce activity, and why Thailand and Malaysia are emerging as primary data center hubs for Chinese hyperscalers and frontier AI initiatives. 00:00 SEA tech M&A takes off: Grab announces a $1.5B deal for Atome Financial while Circle acquires B2B payments firm Tazapay for $400M. 03:14 Grab and Atome synergies: Combining offline BNPL retail networks with food delivery to build an orthogonal vector against Sea Group. 04:38 Unique deal structures in regional tech: How staged buyouts and performance-linked mechanisms de-risk acquirers and align management teams. 06:36 Underwriting as a competitive moat: Grab taps into Atome's multi-country credit track record, institutional debt lines, and portfolio scale. 11:08 Strategic cash deployment: Grab utilizes balance sheet cash for high-growth strategic acquisitions rather than traditional public market buybacks. 12:51 Circle acquires Tazapay: Cross-border regulatory licenses and global payment infrastructure unlock a 6x payout for early VC backers. 18:02 Singapore's $200M+ fintech initiative: Public funding steps in during a VC deployment winter to support proven regional exit pathways. 19:50 E-commerce surge across SEA: Double-digit growth in app installs in Vietnam, Indonesia, and Malaysia creates secondary startup opportunities. 26:02 Frontier AI labs expand to APAC: OpenAI and neolabs establish Singapore headquarters and launch accelerator programs in Thailand. 27:18 The Thailand and Malaysia data center boom: Abundant power, cheap land, and a "bring-your-own-chip" model drive Chinese hyperscaler investments.
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:
Journalist, author, and translator Mirna Wabi-Sabi returns to the program. We go over her recent investigation into how the Brazilian majority state-owned company, Petrobras, silences scientific findings into the ecological impacts of its exploratory and extraction operations and its outsized influence on shaping political and economic realities of Brazil. // Episode notes: https://www.lastborninthewilderness.com/episodes/mirna-wabi-sabi-3 // Sustain + support: https://www.patreon.com/lastborninthewilderness // Donate: https://www.paypal.me/lastbornpodcast // Subscribe: https://pod.link/1169842000
Like so many modern things Online gaming baffles me. I never understand the playing but there's something worse than that. Laugh as I tell what's most confusing.
Byron Tau is a Pulitzer Prize-winning investigative reporter at ProPublica and the author of "Means of Control." He spent five years tracing how the surveillance apparatus built after 9/11 came home and found Border Patrol monitoring millions of American drivers through hidden cameras and a secret algorithm. Shawn and Byron get into who built these tools, how buying data legally sidesteps the Fourth Amendment, and what it means when the machinery aimed at foreign targets gets turned around. Privacy Isn't Paranoia. It's Protection. Download Glacier - https://srs.site/glacierapp Website - https://theglacierapp.com Shawn Ryan Show Sponsors: Get firearm security redesigned and save 10% off @StopBoxUSA with code SRS at https://stopboxusa.com/SRS #stopboxpod Upgrade your eyewear at https://roka.com and use code SRS for 20% off sitewide at checkout. Try Gusto today at https://gusto.com/SRS and get three months free when you run your first payroll. For a limited time, save 20% on your first subscription order of AG1 Next Gen or AG1 Pro at https://drinkag1.com/srs Byron Tau Links: LinkedIn - https://www.linkedin.com/in/byrontau X - https://x.com/byrontau Bluesky - https://bsky.app/profile/byrontau.bsky.social Book - https://www.penguinrandomhouse.com/books/706321/means-of-control-by-byron-tau Learn more about your ad choices. Visit podcastchoices.com/adchoices
Scott and Shane are here post-week 1. We go through week 1 thoughts and run through a buy/sell draft for each AFC team.
Hi everyone, it's been a while! I decided to do an update, sharing details about what took me away from the channel. I also talk about different themes that have emerged in that time as well as themes that went away. Finally, I touch on all the companies I had invested in over the years, providing brief updates on each one. While it was a good way to lose money, there were some lessons in it, which I share at the end of the episode. $KOD (23:20) is one company I am excited about for an upcoming readout. DAYBREAK is a phase 3 clinical trial comparing Zenkuda (tarcocimab), KSI-501 (VEGF + IL-6 inhibition) and Aflibercept 2mg in wet AMD. This indication is a massive opportunity and is on track to release results in September 2026. The company trading at a $2B market cap today, which I think has potential to go much higher on a positive result. Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt (nor his guests) cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt (nor his guests) is/are not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt (nor his guests) does/do not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech This podcast is powered by Pinecast.
Big thanks to Brownells, and others for the support with some of the products in this video.---------If you'd like to support the channel: ------------------Brew Tactical IG:https://www.instagram.com/brewtactical/?utm_source=ig_web_button_share_sheet-----------------Pick up the B&T here: https://alnk.to/3JaT9O0---------------------Come check out our podcast: ————————Spotify: https://open.spotify.com/show/62qppP9GXacQWSOKt0ge8d?si=PDfOu6rnSjO65yVM6bCuCw———————-Apple: Shootin the Sh!tGriffin Armament: “HOODLUM” ——————https://griffinarmament.com/product-category/silencers/all-griffin-silencers/—————-KE Arms: “STS25” will get you 25% off anything here: https://www.kearms.com/——————-/Trailblazer (the Lifecard .22) use “STSPodcast”———————-PSA stuff: https://alnk.to/et0wKE6————————-Deals on Beretta: https://alnk.to/3U4VuEd————————-Bereli: https://alnk.to/9xnjhMp———————-Primary arms optics: https://alnk.to/eOPV2CM———————Brownells stuff: https://alnk.to/28Vu5yk———————Lynx Defense Gear bags: https://alnk.to/cwVYDBX———————Diefreeco “Hoodlum” : https://alnk.to/af27T0S —————-Zero Group Mfg: “Hoodlum” : https://zerogroupmfg.com/
Which Week 1 WR breakouts are real—and which fantasy football performances are fool's gold? Ray G uses Trinity Score to analyze utilization, routes, target share, air yards, deployment and team context to uncover buy-lows, sell-highs, waiver targets and potential league winners. Thank you for checking out the Podcast, be sure to follow and comment if you have any questions, we are always happy to answer any. For Access to our Premium Tools (Trinity, WAR & More) & Discord Community https://ddfantasyfootball.com/subscriptions/ Subscribe to the Youtube Channel DDFFB https://www.youtube.com/@DDFFB Sub to the Wake up YT Channel: https://www.youtube.com/channel/UCaIJqSepjl-eZ2YEaaLciFA Subscribe to Ray's Channel: https://www.youtube.com/@RayGQue Follow Ray on Bleacher Report: https://br.app.link/7ExIDsWfHVb Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Omni Talk's Retail Daily Minute, sponsored by R&S Logistics, ZenlineAI, and Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:DoorDash acquires Wonder's Grubhub Campus Dining business as part of a $125 million investment in Wonder's Series D funding round.Meta Lab plans six new AI glasses stores in the coming months, nearly doubling its retail footprint.Target names former Hilton CMO Mark Weinstein as its new chief marketing and guest experience officer.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.
Journalist, author, and translator Mirna Wabi-Sabi returns to the program. We go over her recent investigation into how the Brazilian majority state-owned company, Petrobras, silences scientific findings into the ecological impacts of its exploratory and extraction operations and its outsized influence on shaping political and economic realities of Brazil. // Support the work + listen to the full interview: https://www.patreon.com/lastborninthewilderness // Subscribe: https://pod.link/1169842000
If you spend the next 30 minutes here, you stop wasting ad dollars on TikTok Shop for products that do not belong in the feed. Most Amazon sellers assume a high FBA rank translates to TikTok success. It does not. Marketplace Pulse matched ten thousand seller names on each platform and found only four hundred ninety eight appear on both. That is a massive disconnect. Amazon is where people buy things. TikTok is where people want things. These are two different engines. of The High Voltage Business Builders Podcast, I break down why your Amazon FBA rank buys you almost nothing in the TikTok feed. I share the 2021 leggings case study where TikTok videos drove search volume to Amazon without a single product link. That is the inheritance model. I then give you the exact framework to split your catalog into filmable versus search only SKUs. You will learn which items get TikTok Shop spend and which ones get zero. This is not theory. This is how I manage a thirty brand portfolio. You will get three concrete moves to audit your inventory today. First, label every active SKU as filmable or search only. Second, cut TikTok Shop spend on search only items immediately. Third, redirect that budget to the filmable winners. This is how you protect your margins and stop bleeding cash on the wrong platform. If you are an Amazon seller trying to expand into TikTok Shop, this is the reality check you need. Listen now to align your ad strategy with how each platform actually works. Visit voltagedm.com to see Caiman Data AI in action. It is the operating system behind these calls. Say Caiman AI if you want the short version. Come back tomorrow for the next daily episode. Implement with us. Join the Voltage Business Builders cohort at voltagedm.com: https://voltagedm.com?utm_source=rss&utm_medium=show_notes&utm_campaign=ep386
Send us Fan MailAWS and Azure just did the thing everyone argued would never happen: a managed, first party multi-cloud interconnect between the two biggest cloud platforms. We break down what's actually new here, what's simply being productized, and why this matters for enterprise cloud networking, identity driven architectures, and outage aware design. We also talk honestly about the current limitations and where high throughput connectivity still depends on ExpressRoute, Direct Connect, and established data centre cross connect ecosystems. Then we pivot to the AI platform earthquake: NVIDIA's planned $12.9B acquisition of Hugging Face. We explore incentives and power dynamics behind buying the “AI model repository” that hosts millions of open models and datasets. Does this make open model development easier and faster, since NVIDIA sells the GPUs that run everything, or does it create a new choke point the industry should monitor? From there, we connect the dots to AI infrastructure economics and security. We discuss the growing debt and risk in data centre financing, including reports of scaled back guarantees on a major build, and why that matters beyond tech circles. We also unpack the OpenAI agent breach story with the nuance mainstream coverage often skips: a hacking test, an internet path through a proxy, weak monitoring, and why those details change the lesson. We wrap on a lighter note with GPT-6 Astra early impressions and what rapid prototyping can look like when the model is genuinely better. If you found this useful, subscribe, share it with a colleague, and leave a review with your take on multi-cloud and open models.Check out the Monthly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj
Six Flags now lets guests finance a season pass, or any online order of $49 or more, through Flex Pay by Upgrade. It is presented as a way to spread a pass into monthly payments, and it is a loan from an outside lender, with a credit check, an 18-and-over requirement, a possible down payment, and an APR from 0% to 36% depending on the borrower. For a company this cash-constrained, the move makes sense: Six Flags gets paid up front, the lender carries the risk, and no internal department has to exist. The program helps most the people who need it least, since guests who cannot buy a pass outright are the ones who draw the highest rates. A day later, Six Flags said it acquired ArieForce One, the Rocky Mountain Construction coaster that closed August 2 when Fun Spot shut its Atlanta park, and will reopen it at an undisclosed park in the 2028 to 2029 seasons. No price, no timeline, but the name stays. A used coaster costs a fraction of a new one even after teardown and transport. Meanwhile, Warner Bros. World Abu Dhabi named its three Harry Potter lands: Diagon Alley, Hogwarts Castle, and the Forbidden Forest, the first Potter lands outside a Universal park and the first built by the company that owns the IP. Whatever the online reaction to the region, this is a good sign for anyone in the industry. New immersive builds with real show control mean work; Warner Bros. has run physical experiences since the London studio tour, and Miral knows how to run a theme park. Listen to weekly BONUS episodes on our Patreon.
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Episode 334: Jay & Ray rattle on about death.buy the farmkick the bucketwidow's peakdevil to paySubscribe, review, and come find us on BlueSky, Insta, & FB.Big Science Music is an award-winning original music and sound boutique. Providing scoring, sound design, radio, podcast, and all audio-post production services for the advertising, film, and video industries. Grab a taste of the groove salad at bigsciencemusic.comsome of the W9Y sources include phrase finder uk, word wizard forums, etymology online, the OED, American Dictionary of Idioms, Wiki, newspapers.com, stackexchange, worldwidewords.
We can promise this is the most in-depth discussion of the Michael Block memorabilia market that you'll find anywhere on the internet. With Brendan out for this Friday episode, Andy bats the ball around with The Boys as they cover the latest in international travel, a "sick" Irish Open Thursday, and Blockie's latest (public) purchase. They also dive into a bit more of the LIV Golf bankruptcy filings, wondering how Adrian Meronk is one of the league's top creditors and all share their surprise at the lack of revenue coming in from the FOX television deal. Andy then brings in Matthew Galloway to discuss this weekend's Solheim Cup, previewing the course at Bernardus Golf in the Netherlands. Matthew shares some scuttle he's heard from folks on the ground and some memories from his experience caddying in past Solheim Cups. The Boys return alongside Kevin Van Valkenburg as KVV comes through with another B. Draddy Flashback Friday focusing on the 2024 Presidents Cup in Montreal. KVV highlights some feisty comments from then-captain Jim Furyk and questions whether we'll see the same level of intensity from Mr. 58 during next year's Ryder Cup. Andy, Kevin, and The Boys then go a bit off the rails for the rest of the episode, hitting on topics such as Kim Kardashian's new reality TV show, upcoming guests for Lunch with The Boys, spending Valentine's Day at the WM Phoenix Open, and much, much more. We will return on Monday after a weekend of coffee golf! Use promo code SGS30 for 30% off Presidents Cup gear at B. Draddy!See omnystudio.com/listener for privacy information.
Since Eddie started his health journey at the beginning of the year he has lost quite a bit of weight. With that comes the fact that his shirts are too big for him now. Well his wife has taken it as her responsibility to get him new shirts and that seems to be a bit of an issue for Eddie...See omnystudio.com/listener for privacy information.
284: In this episode of the REtipster Podcast, I'm sitting down with Logan Fullmer for our third deep dive into curative title investing, a real estate strategy built around properties most investors won't touch.(Show Notes: REtipster.com/284)Logan buys ownership interests in properties with broken chains of title, unresolved estates, multiple owners, liens, judgments, delinquent taxes, and other problems that can make conventional buyers walk away.But this conversation goes well beyond explaining what curative title is.We talk about how Logan has shortened his cash conversion cycle from a year or longer to roughly 90–120 days, how his team identifies the right distressed property owners to cold call, why some of his best opportunities aren't technically complicated at all, and how he protects himself with what he calls a margin of safety.We also get into the human side of these deals. What happens when siblings hate each other? When an owner moves into the property? When someone lies about the family tree? Where is the ethical line when you're buying a potentially valuable ownership interest for a tiny fraction of the property's eventual value?Logan also explains why more curative title investors entering the market haven't materially affected his business, which parts of this real estate strategy beginners should focus on first, and why discipline may matter more than technical knowledge.And since it's 2026, we dig into AI too, including one of Logan's biggest warnings for entrepreneurs: don't spend months building an AI solution when somebody has already built the tool you need for a few hundred dollars a month.If you're interested in real estate investing, distressed real estate, land investing, title problems, probate properties, cold calling, creative real estate strategies, or simply finding opportunities other investors overlook, there's a lot to unpack here.
#926: Tesla teases the long-awaited Cybercab and is ready to share more details. Nvidia acquires AI startup Hugging Face in a massive deal valued at $13B. Drugmakers are now shifting to a new spot that promises much growth…baldness. Burning Man is underway but…is it still the free-spirited event it once was? Finally, the iconic feminist icon Gloria Steinem passes away at 92. Learn more at https://go.amex/morningbrew If you're in NYC, come to our run club on 9/16: https://www.morningbrew.com/runclub Come to our trivia night! https://mbdtrivianight-september2026.splashthat.com/ Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Learn more about your ad choices. Visit megaphone.fm/adchoices