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TikTok finalized its U.S. spinoff with Oracle, Silver Lake, and MGX taking 45% ownership while ByteDance keeps 19.9%. I break down the $14 billion deal structure, explain why critics say it may not satisfy the original law, and reveal what ByteDance still controls after the sale.
Join Jim and Greg for the Friday 3 Martini Lunch as they examine the arrests tied to Sunday's anti-ICE protest at a Minnesota church, the Trump administration's new TikTok deal that does not comply with the TikTok ban, the San Francisco 49ers' unusual investigation into this season's rash of injuries, and a major winter storm bearing down on millions of Americans.First, they applaud Attorney General Pam Bondi and the FBI for arresting three figures central to the horrific anti-ICE protests that barged into Cities Church in St. Paul, Minnesota, on Sunday. The list includes William Kelly, who berated churchgoers, and is a serial harasser of Christians in multiple cities.They also groan as the Trump administration's new arrangement for TikTok still leaves ByteDance with nearly 20 percent control of the company. Federal law requires a full divestment from any firm tied to the Chinese Communist Party. With ByteDance still involved, it's increasingly unlikely that pro-China and anti-U.S. propaganda will disappear from users' feeds anytime soon.Then, they dig into the San Francisco 49ers launching an investigation into whether an electrical substation near their stadium and practice facility could be connected to the unusually high number of injuries suffered by key players this season.Finally, they brace for the snow & ice storm head for much of the South and the East Coast this weekend.Please visit our great sponsors:Protect your family with Ethos Life Insurance — get your quote in minutes at https://Ethos.com/3MLUpgrade your wardrobe with Mizzen & Main — get 20% off your first purchase at https://MizzenandMain.com with promo code 3ML20. Stay consistent with your skincare and save 15% with OneSkin — use code 3ML at https://Oneskin.co/3ML and let them know we sent you!New episodes every weekday.
The social media giant has finalised a deal to allow it to continue to operate in the United States where its famous algorithm will be retrained exclusively on American user-data.For the past year TikTok's been at the heart of a dispute between its Chinese owner Bytedance and the US government over data privacy. Plus we'll give you a rare glimpse into life on board one of the ships in Russia's shadow fleet.
Forty-six states are under weather advisories, watches, or warnings, as a massive winter storm is expected to bring snow, ice, and extreme cold this weekend. The storm's footprint will stretch from the plains across the south and into the northeast, with North and South Carolina already declaring states of emergency. Weather experts are advising people to stay home and off the roads, and to be prepared for major travel disruptions.The United States, Ukraine, and Russia will meet on Nov. 23 in Abu Dhabi for tri-lateral security talks. President Donald Trump says Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskyy now appear open to ending the war, following separate high-level meetings. While the Kremlin called talks with U.S. negotiators substantive, Russia insists no lasting peace is possible without resolving territorial claims.TikTok's Chinese parent company, ByteDance, says it has finalized a move to avoid a ban in the United States, with a deal to create a majority "US-owned joint venture." U.S. data from TikTok's algorithm will be secured on Oracle's cloud system. American and global investors will own 80.1% of the venture, while ByteDance will retain the rest. Tech giant Oracle, private equity firm Silver Lake, and Abu Dhabi-based MGX will serve as managing investors, each holding a 15% stake.
-TikTok has finalized the deal for its US entity, with its parent company ByteDance selling the majority of its stake to a group of non-Chinese investors. -Paramount Skydance CEO David Ellison is apparently still hopeful that investors will approve his $108.4 billion hostile takeover of Warner Bros. Discovery. -Elon Musk took the stage recently at the World Economic Forum in Davos, Switzerland and announced that Tesla's Optimus humanoid robot will be sold to the public by the end of next year. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Information's Qianer Liu talks with TITV Host Akash Pasricha about TSMC's record $56 billion CapEx and why the company remains the world's only viable advanced chipmaker. We also talk with Stephanie Palazzolo about the drama at Thinking Machines Lab as co-founders return to OpenAI, and D.A. Davidson's Gil Luria about why Mark Zuckerberg is "incinerating" billions on Meta's Reality Labs and frontier models. Lastly, we get into ByteDance's $330 billion valuation with Anita Ramaswamy and ServiceNow's "AI native" hiring strategy with Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-ctohttps://www.theinformation.com/articles/bytedances-stock-rise-tiktok-deal-closeshttps://www.theinformation.com/articles/thinking-machines-personnel-shake-servicenow-still-hiring-young-engineers-part-thanks-aihttps://www.theinformation.com/briefings/tsmc-announces-record-capital-spending-56-billion-ease-capacity-shortagehttps://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-ctoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
2026 could be a historic year for the IPO market with over $3.6 trillion in expected valuations hitting the public stage. In this episode, we break down the hottest and most talked-about names in the pipeline: SpaceX, OpenAI, Anthropic, Stripe, Revolut, Canva, Databricks, and TikTok US.We discuss what makes SpaceX such a unique and defensible business, why OpenAI's losses and leadership noise might be red flags, and how Anthropic is quietly building a much more sustainable AI model. Plus, the strategy behind Stripe's long-awaited listing, Revolut's super-app ambitions, Canva's AI monetisation push, and the jaw-dropping TikTok U.S. deal that could become one of the biggest financial giveaways of all time.We also dive into who's really making money here with banks like Morgan Stanley, J.P. Morgan, and Goldman Sachs all fighting for billion-dollar fees.Bullish or bearish, overhyped or undervalued, this is our full take on the biggest IPOs to watch in 2026.(00:00) 2026 IPO Landscape Overview(02:07) SpaceX: Trillion Dollar Debut(11:59) OpenAI: Timing and Challenges(16:02) Anthropic: A Different Approach(21:12) ByteDance and TikTok: The Crony Bonanza(25:31) Databricks: Data Intelligence Platform(28:45) Stripe: Payments Powerhouse(31:26) Revolut: Challenger Bank(33:37) Canva: Design Tool with Potential
And it appears the US government is doing nothing about it!
Linktree: https://linktr.ee/AnalyticJoin The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: https://ow.ly/msoH50WCu0KIn this segment of Notorious Mass Effect, host Analytic Dreamz delivers a comprehensive breakdown of the landmark TikTok-U.S. investors deal aimed at averting a nationwide ban. Analytic Dreamz examines the binding agreements announced via CEO Shou Zi Chew's internal memo, shifting TikTok's U.S. operations to majority U.S. investor control for its 170+ million American users.Key details include the new joint venture structure: 50% owned by U.S.-aligned investors (Oracle 15%, Silver Lake 15%, MGX 15%), with ByteDance at 19.9% and affiliates at 30.1%—keeping Chinese ownership below 20% to meet U.S. requirements. A 7-member majority-American board will oversee independent operations, including data protection, content moderation, and algorithm security.Analytic Dreamz explores the sensitive algorithm retraining on U.S.-only data to prevent foreign manipulation, potential shifts in user experience, data storage via Oracle, and the $14 billion valuation. The segment covers political context, Trump's deadline extensions to January 23, 2026, targeting closure on January 22, ongoing Chinese approval uncertainties, creator impacts on 7+ million businesses, and bipartisan skepticism.Tune in as Analytic Dreamz analyzes how this reshapes TikTok's future amid U.S.-China tensions. Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsPrivacy & Opt-Out: https://redcircle.com/privacy
John talks with Lynn Shaw about a deal involving TikTok and ByteDance that prioritizes corporate restructuring over the safety of children. Learn more about your ad choices. Visit megaphone.fm/adchoices
Patriot games are coming. Larry Ellison in the spotlight. Hi Ho Silver and away! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - ELON gets his $$$ - Kids account challenge - Patriot games are coming... Markets - Not much headwinds - EOY approaching - Analysts predicting SP500 for 2026 - 7,500 (12% upside) - More Oracle back and forth - Gold and Silver Elon - Elon Musk's net worth surged to $749 billion late Friday after the Delaware Supreme Court reinstated Tesla stock options worth $139 billion that were voided last year - He also recently received a $1T pay plan approval - Jeff Bezos, Mark Zuckerberg, and Jensen Huang combined - His fortune exceeds the GDP of nations like the Netherlands, Saudi Arabia, and Switzerland. - He is richer than every country in Africa by GDP - He is projected by some reports to become the world's first trillionaire by 2027 When did Larry Ellison and Oracle become newsworthy? - Every day in the news.... - Larry Ellison NOW Personally Guarantees Paramount Bid for Warner Bros. - The announcement of Mr. Ellison's personal guarantee is meant to address concerns that the Warner Bros. Discovery's board had expressed about Paramount's original offer. - Helping out sonny-boy? More Oracle - Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. (Michigan) - Oracle has $248 billion in lease commitments for data centers and cloud capacity commitments over the next 15 to 19 years. - Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks. EVEN MORE! - Multiple media outlets, including the Associated Press, reported that ByteDance has reached an agreement with Oracle ORCL, Silver Lake, and Abu-Dhabi-based MGX to set up a joint venture for TikTok's US operations. Oracle will hold a 15.0% stake in the new entity, while ByteDance will retain a 19.9% stake. - The important thing her is that TikTok stays as a major tenant of OCI as ORCL needs this cash flow... - Of all of the items, this may be why ORCL stock has bounced te last few days. Congressional Ban - A vote on legislation banning members from owning or trading stocks could get a vote in the new year, according to House leadership and Republican members. - President Donald Trump has said he supports a congressional ban but has pushed back on versions that include the executive branch. - Basically this bill would prohibit the ownership of individual stocks by congress Over to Japan - Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2% - Yen still VERY weak - trading at 157/USD - (problematic) - The BOJ said that real interest rates are expected to remain “significantly negative,” adding that accommodative financial conditions will continue to firmly support economic activity. - The yen weakened 0.25% against the USD after the decision - therefore still dovish and stimulative Economic Numbers - Estimates, partial numbers and best guesses. OH, 2-month averaging as well - The Bureau of Labor Statistics reported that the annual headline inflation rate and core CPI rate for last month were 2.7% and 2.6%, respectively, well below expectations. - Due to government shutdown, BLS to make certain methodological assumptions about the prior month's inflation levels. - Those assumptions in the methodology were not clear to economists and were not fully explained in the release. - Here is a big issue: The price changes in October for the OER (owners equivalent rent) appear to have been “set to zero.” Sports Prediction Markets - Sports is fueling the growth and is forecasted to make up 44% of volume as prediction markets mature. - According to one expert: the fundamental elements of consumer demand and an array of diverse brands looking to meet that demand are clearly in place - Sportsbooks are getting a bit nervous.... First Dell, then... - Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife, Barbara, committed to seed Trump accounts for approximately 300,000 children in Connecticut. - Following the Dells' pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. - The Dalio grant will fund $250 per child for approximately 300,000 children in Connecticut. This applies to children who live in a ZIP code where the median income is less than $150,000. About 87% of Connecticut ZIP codes meet that criteria, according to a CNBC analysis of Census Bureau data. - “Ray has joined what we are calling the 50-state challenge,” Treasury Secretary Scott Bessent said in a press conference on Wednesday. - A growing number of companies have announced they would match contributions to Trump accounts for their employees, including BNY and BlackRock. Patriot Games (Hunger Games?) - Trump announced: The Washington Monument will be illuminated with festive lights, a triumphal arc will be constructed and the “Patriot Games” will commence. The games are an “unprecedented four-day athletic event featuring the greatest high school athletes: one young man and one young woman from each state and territory. - Uhhhhhh "And so it was decreed that, each year, the various districts of Panem would offer up, in tribute, one young man and woman to fight to the death in a pageant of honor, courage and sacrifice. (Hunger Games 2012) - What next - PURGE NIGHT? Fed Pick - Now it seems as if it is a 4 person race... - President Trump says "Nowadays, when there is good news, the market goes down because everybody thinks that interest rates will be immediately lifted"; says "I want my new Fed Chairman to lower interest rates if the market is doing well"; says "Anybody that disagrees with me will never be the Fed Chairman!" San Fran Blackout - Alphabet-owned Waymo resumed its robotaxi service in the San Francisco Bay Area Sunday evening after pausing it amid widespread blackouts that had affected their vehicles' behavior. - Waymo said it worked with city officials throughout the blackout and had “proactively” initiated a temporary suspension of its service. - Interesting point there - what happens when grid disruptions for internet with self-driving Angry Shareholders (For a minute) - Tricolor CEO Daniel Chu directed a deputy to send him $6.25 million in bonuses in August, weeks before the company filed for bankruptcy, U.S. prosecutors alleged. - Subprime autofirm that had alleged fraud - This happens all the time - Big issue to keep alert to is the news about "Subprime" WEED - Trump's executive order shifts cannabis from Schedule I to Schedule III, easing research, banking and tax restrictions and marking the biggest federal cannabis policy change in decades. - Shares of cannabis conglomerates were down following the announcement, likely from worries of new competition from international companies. - NOT legalization - NOT for recreational use... - Banking, Institutional capital ..... OpenAi - Beggars cup continues - OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer's effort to broaden its AI industry presence and compete with Nvidia Corp. - The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon's Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. - Talks, however, are at a preliminary stage and terms could change, the person added. High Ho Silver and Away! - Silver up 135% YTD - Gold up 70% - Best year since strongest annual performance since 1979 for Gold - 1970's was inflation, USD weakening, Energy crisis. - What is similar/different now? (Big difference is buying up (China, Poland, Turkey, India) Light menu - Darden Restaurants will roll out a new lighter portion entrées menu at all Olive Garden locations in January, the company announced during its quarterly earnings call last Thursday. - Citing affordability: "Olive Garden has seen a double-digit increase in affordability perceptions from guests who order from the lighter portions menu and an increase in frequency among these guests, which should help build traffic over time," Cardenas said. - Sooooo 0 due to high costs, Americans are cutting back on food? - If it were for weight loss, no need for Oliver garden to cut back on portions as most inedible anyway... Copper - Copper prices topped $12,000 a ton for the first time, extending the metal's recent bull run as mine outages add to concerns about supply. - The threat of US import tariffs on the metal has also been an important factor pushing up prices this year, with copper piling up in American warehouses. - Industry analysts have said that much of the richest and most easily accessible mining resources are now exhausted, and experts are warning that the market is on the cusp of a major deficit. Jim Beam - Bourbon maker Jim Beam is halting production at one of its distilleries in Kentucky for at least a year as the whiskey industry navigates tariffs from the Trump administration and slumping demand for a product that needs years of aging before it is ready. - Jim Beam said the decision to pause bourbon making at its Clermont location in 2026 will give the company time to invest in improvements at the distillery. The bottling and warehouse at the site will remain open, along with the James B. Beam Distilling Co. visitors center and restaurant. - The percentage of U.S. adults who say they consume alcohol has fallen to 54%, the lowest by one percentage point in Gallup's nearly 90-year trend. Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Larry Ellison unterschreibt eine 40-Milliarden-Bürgschaft, damit sein Sohn David Warner Bros. für 108 Milliarden übernehmen kann – inklusive CNN. Der TikTok-Deal nimmt Form an: ByteDance macht 50 Milliarden Dollar Gewinn, verkauft aber das US-Geschäft für nur 14 Milliarden an Oracle und Abu Dhabi. Uber und Lyft starten in London mit selbstfahrenden Autos von Baidu. Ein Blackout in San Francisco legt Waymo-Autos lahm. Google verklagt eine Scraping-Firma. RAM- und SSD-Preise explodieren wegen des KI-Booms. Der Spiegel berichtet über mysteriöse Verbindungen zwischen Jens Spahns Luxusvilla und Christian Angermayers Family Office. Trump kündigt "Patriot Games" für 2026 an. Ein Tesla-Roboter verteilt Popcorn auf dem Berliner Weihnachtsmarkt. Coinbase kauft The Clearing Company für Prediction Markets. Ein Satellit entdeckt eine Bitcoin-Mine, die ein halbes Kernkraftwerk verheizt. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:02:10) Warner Bros Deal: Ellison bürgt mit 40 Mrd. (00:05:30) TikTok-Deal: 14 Mrd. für ByteDance US (00:10:08) Uber & Lyft starten Robotaxis in London (00:14:44) Autonome Autos und Stadtplanung (00:17:57) Waymo Blackout in San Francisco (00:19:55) Google verklagt SerpApi (00:29:27) Google kauft Intersect für 7 Gigawatt (00:35:52) Solar als Big-Tech-Übernahmeziel (00:38:47) Smart Meter & Stromverbrauch zu Hause (00:39:35) Speicherpreise explodieren wegen KI (00:43:10) Spahn-Villa: Spiegel über Angermayer-Connection (00:53:15) Platform Group (00:54:45) Trump plant "Patriot Games" 2026 (00:58:08) Tesla Roboter auf Berliner Weihnachtsmarkt (00:59:30) Coinbase kauft Prediction-Markets-Firma (01:00:15) Bitcoin-Mine per Satellit entdeckt (01:02:30) Strom aus Erdrotation Shownotes Paramount Larry Ellison - cnbc.com TikTok-Eigentümer ByteDance erwartet 2025 $50 Milliarden Gewinn. - bloomberg.com Uber und Baidu starten Robotaxi-Tests in Großbritannien - bloomberg.com Google verklagt Web-Scraper für massenhaften Suchergebnis-Diebstahl - theverge.com Browser-Erweiterungen sammeln KI-Konversationen - arstechnica.com Alphabet kauft Rechenzentrumspartner Intersect für 4,75 Milliarden - bloomberg.com Chipmangel treibt PC-Preise hoch, Verkäufe sinken um 70% - daily-sun.com Jens Spahn und seine Villa am Attersee: Neues Dokument zur Angermayer-Verbindung - spiegel.de Dominik Benner: Neuer juristischer Ärger im The-Platform-Group-Reich - manager-magazin.de Donald Trump Patriot Games - time.com Tesla robot Optimus - bz-berlin.de Coinbase übernimmt Vorhersagemarkt-Startup The Clearing Company - theblock.co Satelliten enthüllen Hitzeleck im größten US-Kryptomining-Zentrum - space.com Energiegewinnung aus Erdrotation - indiandefencereview.com
Today's MadTech Daily covers Google suing SerpApi over its web scraping activity, ByteDance boosting benefits for staff to attract and retain top AI talent around the globe, plus Facebook carrying out a test which limits the number of links creators and businesses can post on the platform.
TikTok de America își schimbă proprietarul. La sfârșitul săptămânii trecute, acționarul chinez al rețelei sociale a semnat un acord pentru cedarea controlului asupra companiei care activează în Statele Unite. Noii proprietari americani vor fi, printre alte companii, gigantul Oracle și fondul Silver Lake, iar tranzacția se va semna efectiv la sfârșitul lunii ianuarie 2026. De fapt, acționarii chinezi ai TikTok au fost puși în America în fața unei situații fără ieșire și fără precedent. Adică, fie vindeau firma, fie rețeaua socială ar fi fost interzisă. Chinezii de la TikTok au preferat prima variantă. Povestea a început în primăvara anului trecut, atunci când Camera Reprezentanților și apoi Senatul au adoptat o lege care cerea exact ce se întâmplă astăzi, adică TikTok ori devine o companie cu acționariat majoritar american, ori i se interzice accesul în toate magazinele de aplicații din SUA. Legea a fost votată și de democrați și de republicani, iar argumentele au fost acelea că Beijingul are posibilitatea, prin intermediul aplicației, atât să colecteze date despre populație, cât și să influențeze opinia publică americană. Temerea oficialilor americani a fost că rețeaua TikTok poate oferi date despre cei 170 milioane de utilizatori din SUA care au cont pe rețeaua socială, chiar dacă firma-mamă chineză, ByteDance, a negat că ar transmite informații despre utilizatori, de fiecare dată când a fost acuzată. Săptămâna trecută s-a semnat acordul care schimbă complet acționariatul companiei care administrează TikTok în SUA, în așa fel încât noii proprietari majoritari să respecte legislația americană referitoare la cedarea activelor străine. Astfel, compania chineză ByteDance păstrează în noua companie doar 19,9%, sub pragul strategic de 20%. Controlul efectiv al companiei, din punctul de vedere al procentajului de acțiuni deținute, se mută către un consorțiu de investitori care va avea un pachet de 45%. Din consorțiu fac parte trei agenți economici, fiecare având câte 15%, respectiv Oracle, fondul de investiții Silver Lake și fondul suveran din Abu Dhabi, Emiratele Arabe Unite, specializat în inteligență artificială, numit MGX. Restul acțiunilor rămâne în posesia investitorilor istorici în compania chineză ByteDance, printre care se află și două fonduri de investiții americane. După cum se poate vedea noua companie va avea o structură a acționariatului destul de diversă, dar Oracle depășește rolul de investitor financiar și va fi un „partener de securitate și încredere”. În această calitate, compania americană va găzdui pe serverele sale datele a 170 milioane de utilizatori americani de TikTok. De asemenea, un obiectiv important al noii companii va fi modificarea algoritmului de lucru. Pentru a risipi suspiciunile de manipulare chineză, motorul de recomandări va fi complet „reantrenat” în cadrul infrastructurii Oracle. Acest proces se va baza exclusiv pe datele colectate în SUA și va garanta izolarea completă de influențele companiei-mamă din China. Firma americană va avea o autonomie totală față de acționarul chinez. Consiliul de administrație al companiei va fi format din șapte membri, în majoritate fiind cetățeni americani, iar ByteDance își va mai păstra doar un singur loc în consiliu, fapt care arată încă o dată că firma chineză va fi marginalizată și va pierde controlul asupra noii companii din SUA. Moderarea conținutului, securitatea soft-ului, protecția datelor vor fi atributele firmei americane care va garanta că deciziile editoriale și tehnice respectă standardele și legislația SUA. Președintele american Donald Trump a oscilat față de TikTok. A fost un critic vehement în anul 2020, dar un susținător în campania din 2024. În cele din urmă, a fost găsită soluția preluării companiei în SUA. Singura consolare a ByteDance este poate aceea că reușește să rămână, chiar și acționar minoritar, pe o piață estimată la 14 miliarde de dolari.
Oracle ya controla la versión americana de TikTok mientras ByteDance se queda con el negocio en el resto del mundo. No es una venta real sino un montaje legal que anticipa cómo será Internet: fragmentado por regiones.Loop Infinito, podcast de Xataka, de lunes a viernes a las 7.00 h (hora española peninsular). Presentado por Javier Lacort. Editado por Alberto de la Torre.Contacto:
Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Oracle hat jetzt endlich TikTok. NVIDIA hat bald vielleicht China-Zulassung. Sonst nutzt Tencent einfach Datasection. Außerdem profitiert CoreWeave von der Citigroup. Carnival profitiert von Kreuzfahrt-Boom. Lamb Weston & Nike profitieren gar nicht. Musk kriegt Geld. Eine katastrophale Übernahme, sinkende Umsätze und ein KGV von 8. Das ist Crocs (WKN: A0HM52). Asics (WKN: 860398) boomt dank Onitsuka Tiger und Novablast. Garmin (WKN: A1C06B) boomt nur bei Fitness. Diesen Podcast vom 22.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Asia-Pacific markets kick off the week on a strong footing - and beneath the surface, capital is quietly rotating, power is concentrating, and old franchises are finding new life. In today’s Market View, we unpack Keppel REIT’s move beyond offices into retail, and whether investors are warming to that diversification even as Singapore offices remain core. We look stateside as Wall Street ends the week mixed, with Bank of America flagging Estée Lauder, UBS, and Bruker as 2026 plays - from consumer brands to precision instruments. It’s UP or DOWN time with Oracle stepping deeper into TikTok’s US future, ByteDance eyeing a staggering US$50 billion profit year, and Elon Musk securing a record-breaking Tesla pay package - which gets a DOWN for governance optics. We also touch on Sony’s US$450 million bet on the Peanuts franchise, why Snoopy still matters at 75, and what ValueMax’s legal tussle means for investor sentiment. All that plus a holiday-shortened week ahead, the Straits Times Index check-in, and a cinematic Last Word from Pandora as Avatar: Fire and Ash hits the global box office - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
Il aura fallu plus de cinq ans de tensions politiques et de négociations feutrées pour que TikTok parvienne à se débarrasser de son handicap originel aux États-Unis : ses racines chinoises. Sous la menace persistante d'une interdiction pure et simple, sa maison mère, ByteDance, a finalement signé, le 18 décembre 2025, un accord décisif avec l'administration américaine. Objectif : rester sur le sol américain en se pliant aux exigences de sécurité nationale portées par Donald Trump.La solution trouvée passe par la création d'une nouvelle entité indépendante : TikTok USDS Joint Venture. Cette coentreprise américaine pilotera désormais les données, l'algorithme et la modération de la plateforme aux États-Unis. Plusieurs acteurs entrent au capital à hauteur de 15 % chacun, dont Oracle, le fonds américain Silver Lake et l'investisseur émirati MGX. ByteDance, de son côté, voit sa participation réduite à 19,9 %, tandis que 30,1 % restent entre les mains d'investisseurs historiques, parmi lesquels Fidelity et General Atlantic.Un nouveau conseil d'administration, composé de sept membres à majorité américaine, doit être mis en place. Selon une note interne consultée par l'Associated Press, sa mission est claire : « protéger les données des Américains et la sécurité nationale des États-Unis ». TikTok conservera néanmoins le contrôle de l'essentiel de ses activités commerciales sur le territoire. La transaction doit être finalisée le 22 janvier 2026, soit la veille de la date à laquelle l'interdiction de TikTok aurait dû entrer en vigueur. Sur le fond, Washington reprochait à TikTok deux points majeurs : l'hébergement potentiel des données d'utilisateurs américains hors du pays et la puissance de son algorithme, soupçonné de pouvoir servir d'outil d'influence à Pékin. Désormais, les données seront stockées localement via Oracle. TikTok reconnaît que des employés basés en Chine y ont eu accès par le passé, tout en affirmant qu'aucune information n'a jamais été transmise aux autorités chinoises.Cet accord met fin à un feuilleton entamé dès 2020, lorsque Donald Trump avait tenté, sans succès, de bannir l'application lors de son premier mandat. En 2024, le Congrès, dans un rare consensus bipartisan, avait adopté une loi signée par Joe Biden, imposant la vente ou la suspension des applications contrôlées par des adversaires étrangers. Une échéance repoussée à quatre reprises depuis janvier 2025, le temps de négocier. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
Host Radell Lewis breaks down the biggest political stories of the week on Purple Political Breakdown. Indiana's Republican Senate makes history by rejecting Trump's redistricting map 31-19, marking a major rebuke of mid-decade gerrymandering efforts. We cover the tragic Brown University shooting that claimed two students' lives and examine the administration's response. The Epstein files have been releasedwhat's in them and what's been redacted? Plus, the TikTok-Oracle deal explained: who really benefits from ByteDance's new US joint venture? Radell dives deep into work visas, debunking myths about H-1B, H-2A, and H-2B programs with facts and data on how immigrants actually impact American jobs and the economy. We also discuss Amnesty International's disturbing report on immigration detention conditions, Kamala Harris's potential 2028 run, and the $901 billion NDAA. Political solutions without political biassubscribe for weekly nonpartisan analysis.Tags: #EpsteinFiles #IndianaRedistricting #TrumpGerrymandering #H1BVisa #WorkVisas #Immigration #TikTokDeal #KamalaHarris2028 #NDAA #PurplePolitics #NonpartisanPodcastStandard Resource Links & RecommendationsThe following organizations and platforms represent valuable resources for balanced political discourse and democratic participation: PODCAST NETWORKALIVE Podcast Network - Check out the ALIVE Network where you can catch a lot of great podcasts like my own, led by amazing Black voices. Link: https://alivepodcastnetwork.com/ CONVERSATION PLATFORMSHeadOn - A platform for contentious yet productive conversations. It's a place for hosted and unguided conversations where you can grow a following and enhance your conversations with AI features. Link: https://app.headon.ai/Living Room Conversations - Building bridges through meaningful dialogue across political divides. Link: https://livingroomconversations.org/ UNITY MOVEMENTSUs United - A movement for unity that challenges Americans to step out of their bubbles and connect across differences. Take the Unity Pledge, join monthly "30 For US" conversation calls, wear purple (the color of unity), and participate in National Unity Day every second Saturday in December. Their programs include the Sheriff Unity Network and Unity Seats at sports events, proving that shared values are stronger than our differences. Link: https://www.us-united.org/ BALANCED NEWS & INFORMATIONOtherWeb - An AI-based platform that filters news without paywalls, clickbait, or junk, helping you access diverse, unbiased content. Link: https://otherweb.com/ VOTING REFORM & DEMOCRACYEqual Vote Coalition & STAR Voting - Advocating for voting methods that ensure every vote counts equally, eliminating wasted votes and strategic voting. Link: https://www.equal.vote/starFuture is Now Coalition (FiNC) - A grassroots movement working to restore democracy through transparency, accountability, and innovative technology while empowering citizens and transforming American political discourse. Link: https://futureis.org/ POLITICAL ENGAGEMENTIndependent Center - Resources for independent political thinking and civic engagement. Link: https://www.independentcenter.org/ GET DAILY NEWSText 844-406-INFO (844-406-4636) with code "purple" to receive quick, unbiased, factual news delivered to your phone every morning via Informed (https://informed.now) ALL LINKShttps://linktr.ee/purplepoliticalbreakdownThe Purple Political Breakdown is committed to fostering productive political dialogue that transcends partisan divides. We believe in the power of conversation, balanced information, and democratic participation to build a stronger society. Our mission: "Political solutions without political bias."Subscribe, rate, and share if you believe in purple politics - where we find common ground in the middle! Also if you want to be apart of the community and the conversation make sure to Join the Discord: https://discord.gg/ptPAsZtHC9
ByteDance signs a deal for a TikTok U.S. joint venture, The second Russia–Africa Partnership Ministerial Conference kicks off in Egypt, The EU agrees on a €90 billion loan to Ukraine, While the EU delays a Mercosur trade deal signing amid farmer protests, Australia launches a gun buyback after the Bondi Beach attack, Pharma companies agree to cut U.S. drug prices in a Trump administration deal, The suspect in the Brown University mass shooting and MIT professor murder is found dead, Trump Media merges with TAE in $6 billion fusion energy deal, Facebook tests limiting external links for non-verified accounts and U.K. actors vote overwhelmingly against digital scanning to train AI. Sources: Verity.News
The Chinese-owned app TikTok has agreed to sell its US operations to overcome the threat of a ban prompted by national security concerns. The joint venture will be led by American investors. ByteDance's video-sharing platform boasts over a billion users worldwide, including more than 170 million in the United States.Also: US Democrats release another batch of Epstein photos. Australia announces a gun buyback scheme in the wake of the Bondi Beach mass shooting. Violent protests erupt in Bangladesh after the death of prominent youth leader Sharif Osman Hadi. We meet the Ukrainian war widows who are fighting for their husbands legacies. And how researchers are using drones to investigate the health of whales in the Arctic.The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk
Story of the Week (DR):Embattled BP replaces CEO, naming Woodside Energy chief as first-ever woman leader of a Big Oil giant MMBP names new CEO — its fourth in 6 yearsO'Neill will replace Murray Auchincloss, after less than two years in the role.BP's C-suite milestone: Women in both the CEO and CFO seatsMelody Meyer: Chair of the safety and sustainability committeeDame Amanda Blanc: Senior independent director Interim CEO Carol HowleCFO Kate ThomsonEmma Delaney: EVP, customers & productsKerry Dryburgh - EVP, people, culture & communications and chief human resources and communications officer *Emeka Emembolu: EVP, technology*William Lin - EVP, gas & low carbon energy2 of 8 white dude leadershipEven after Pamela Daley stepped down in July, still 43% female board influenceMeg O'Neill: ‘hard-nosed' outsider who will head BP's pivot away from green energyFirst female appointment to a major oil company has faced fierce resistance from climate activists as boss of Woodside43% female board influence at WoodsideCarol Howle, current executive vice president, supply, trading & shipping of bp, will serve as interim CEO until Meg joins as CEO.BP 'woke' agenda axed as it hires first female chief exec and doubles down on fossil fuelsWarner Bros Discovery board rejects rival bid from ParamountWBD's board of directors (chaired by Samuel Di Piazza Jr.) has unanimously rejected the Paramount tender as inferior and risky, urging shareholders to reject it and uphold the Netflix transaction instead.David Ellison pulled the dad card early onRight after WBD rejected one of multiple secret bids in September, David Ellison called Warner Bros. CEO David Zaslav to request that Zaslav meet with his father, Larry Ellison. The conventional wisdom was that the Oracle cofounder's billions would prevail. In the end, that didn't happen. WBD expressed concern that the bid relied on a revocable trust, whose assets or liabilities were subject to change.A zealous Paramount pulled out all the stops to woo ZaslavWe already knew Zaslav stood to make over $500 million from a Paramount deal, based mainly on his shares that would vest immediately after it closed ($567,712,631, to be exact, according to the filing). Zaslav told the WBD board that the Ellisons had "indicated to him that" if a deal went through, he would "receive a compensation package worth several hundred million dollars," per the filing. Zaslav responded that it "would be inappropriate to discuss any such arrangements at that time," he told the board.Paramount also offered Zaslav the position of co-CEO and co-chairman of the combined company, a role Netflix didn't offer, the filing said.That runs contrary to the narrative put forth in a letter Paramount's attorneys at Quinn Emanuel sent to WBD, stating they suspected the process was biased in favor of Netflix due to WBD leadership's expectations that there could be roles for them at the new company. Paramount's legal and financial advisors didn't know about the "December 3 Quinn Emanuel" letter and, in their view, the letter should not have been sent, was "not helpful," and was a "mistake," the filing says.TikTok signs agreement to create new U.S. joint ventureTikTok has signed binding agreements with investors including Oracle, Silver Lake and MGX for the sale of its US arm, creating a joint venture as part of a deal orchestrated by President Donald Trump.The U.S. joint venture will be 50% held by a consortium of new investors, including Larry Ellison's Oracle, Silver Lake and Abu Dhabi's MGX, with 15% each. Just over 30% will be held by affiliates of certain existing investors of ByteDance, and almost 20% will be retained by ByteDanceHouse Democrats release more Epstein photos, including Bill Gates and a dinner full of wealthy philanthropists Donald TrumpBill Clinton Bill Gates – Microsoft co-founderSergey Brin – Google co-founderRichard Branson – Virgin Group founderLarry Summers – Economist, Harvard President, OpenAI directorSalar Kamangar – Former YouTube CEO Sultan Ahmed bin Sulayem — Emirati businessman; Chair/CEO of DP WorldLes Wexner — Founder of L BrandsLeon Black — co-founder and former CEO of Apollo Global ManagementTom Pritzker — Executive Chair Hyatt HotelsGlenn Dubin — Hedge fund manager Dubin & Co.; co-founder of Highbridge Capital Management Ron Baron — Founder & chairman of Baron Capital ManagementJosh Harris — co-founder of Apollo Global Management and managing partner of Philadelphia 76ers, New Jersey Devils, and Washington CommandersAriane de Rothschild — Wealthy banking heir; CEO of Edmond de Rothschild GroupGoodliest of the Week (MM/DR):DR: Canada to Launch Sustainable Investment Taxonomy in 2026According to the government, the new taxonomy will provide a set of criteria for the identification of investments that are eligible for a “green” or “transition” investment label, enabling companies to issue green or transition bonds, and investors to evaluate the credibility of sustainable investment products.MM: Tesla's having a good time at the DMVCalifornia won the right to ban sales of Tesla vehicles in the state due to false advertising about “self driving cars”MM: Walmart's women truckers surge thanks to $115,000 starting pay and other perks bringing in nontraditional candidatesAssholiest of the Week (MM):Helge LundEmbattled BP replaces CEO, naming Woodside Energy chief as first-ever woman leader of a Big Oil giant:O'Neill is “taking over the British energy behemoth at a time when it has fallen behind the other global oil and gas supermajors and was even a potential takeover target earlier this year by rival Shell.”Is there anything glass cliff-ier than this stat:Helge Lund has now overseen BP's failed Murray Auchincloss tenure, Bernard Looney's tenure, and Bob Dudley's leaving (6 year tenure) and Novo Nordisk's incredible succession failure, the failure of Nokia in 2013… I hate having to celebrate a female first - like becoming a CEO when eminently overqualifiedSam Altman againSam Altman says he has '0%' excitement about being CEO of a public company ahead of a potential OpenAI IPOHe changed it from a non profit to a for profit in order to go public and make all the money.Also: “billionaire says”Sam Altman Sounds Alarm As ChatGPT Explodes Globally: 'Rate Of Change' Sparks AI Anxiety, Job FearsSam Altman Uses His New Image Generator to Show Himself As a Jacked Fireman With Washboard Abs… With an Absolutely Hilarious ErrorSam Altman says OpenAI has gone 'code red' multiple times; and they'll do it againThe “sound the alarm” gaslightPeter C. Earle, Ph.D, Director of Economics and Economic Freedom and Senior Research Fellow at American Institute for Economic Research DRStop Fixating on CEO Pay Ratios and Start Fixing Labor Markets“The average employee is hired under conditions of broad substitutability — many people can competently perform the role with modest training. The CEO labor market is the opposite: extremely small, specialized, global, and contingent on track records that can shift a firm's valuation by billions of dollars. The demand curve for top executive talent is steep; the supply curve is extraordinarily thin.”“Skilled executives can influence strategy, capital allocation, risk management, and organizational culture in ways that affect firm performance far more than incremental labor inputs elsewhere in the organization, even if the latter are voluminous. If a CEO's decisions add even a few percentage points to long-term returns, the economic value created dwarfs the compensation.”Translation: CEOs are worth it, regular workers are not. “Such a ratio also ignores value creation. [...] The relevant question is not “Is the ratio of worker to executive pay too large?” but rather “Does the CEO create more value than their talent costs?”Does not propose how to prove value creation of the CEO other than “stock go up”Earle had this to say about leadership in 2019: “teams (also companies, organizations, groups, and so on) which experience outstanding success inevitably cite leadership as a factor — often the decisive one, and frequently emanating from a particular individual.”“But it should come as no surprise that many successful sports teams, firms, and organizations readily identify leadership as the decisive factor in their triumphs. It's a better story than merely having incredible resources and facilities, superior performance, or as is often the case: simple, garden-variety luck.”Headliniest of the WeekDR: Ryanair CEO Michael O'Leary plans to step down by 2035 & Chipotle chases the protein craze with new menu items — including meat in a cupMM: LinkedIn CEO says it's ‘outdated' to have a five-year career plan: It's a ‘little bit foolish' considering the pace AI is changing the workplaceWho Won the Week?DR: Powerful women at BPMM: 4 year career plansPredictionsDR: David Ellison cancels his Netflix subscription then hires Erika Kirk to run programming at Nickelodeon and MTVMM: Ryanair CEO Michael O'Leary steps down in 2035 and become executive chair, pledging to step down as executive chair in 2057.
TikTok's Chinese owner ByteDance has struck a deal with US and global investors to keep the app operating in America. But who really comes out on top?Could Japan's interest rate hike offer relief to struggling households?Shipping giant Maersk has sent its first vessel through the Red Sea in two years. And how could a new EU finance deal strengthen Ukraine's defence against Russia?Presenter: Leanna Byrne Producer: Niamh Mc Dermott Editor: Justin Bones
In this episode of Digital Currents, we wrap up 2025 with a deep dive into the stories shaping markets and tech. Is the legendary four-year Bitcoin cycle finally broken? We explore what this means for crypto investors and why patience might be the ultimate superpower. Then, we turn to Amazon's rumored $10 billion investment in OpenAI and the circular deal dynamics shaking up the AI space. Plus, updates on the Paramount deal, including a surprising personal guarantee request, and ByteDance setting a date for TikTok's U.S. divestiture led by Oracle. Finally, don't miss our Chart of the Week: S&P 500 Market Caps vs Forward P/E Ratios, and a bonus look at the AI-driven surge in server sales versus storage growth. Tune in for insights at the intersection of crypto, tech, and media that you won't want to miss. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Nationalist club "Second Sons Canada" recruits members by focusing on fitness, history and tradition, but its leaders hold radical beliefs. Welland, Ont., hospital, schools in lockdown as police investigate reports of a shooting in area. US authorities say the suspect in the mass shooting at Brown University has taken his own life. Trump administration is set for long-awaited Epstein files release. Australia launches gun buyback program in response to Sunday's mass shooting at Bondi Beach. EU leaders agree to 90 billion Euro loan for Ukraine, but the money isn't being borrowed against frozen Russian assets. ByteDance agrees deal to hand control of TikTok US app to new joint venture, allowing the app to continue to operate in the United States.
Kevin Green tells investors to prepare for a day of heavy options volume with "triple witching" ahead of the holiday week. The rebalancing event is expected to create big outsized moves. On stock moves, KG talks about Oracle's (ORCL) premarket rally as it and ByteDance come to an agreement for a U.S. TikTok venture. He later turns to Nike (NKE) and its post-earnings slide. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Rhode Island's attorney general said law enforcement late Thursday tracked Portuguese national Claudio Neves Valente, the man suspected of killing two students at Brown University, to Salem, New Hampshire. They found him inside a storage unit after he took his own life with a gun. Investigators are also accusing him of killing MIT professor Nuno Loureiro two days after his rampage at Brown.Social media giant TikTok is selling just over 80 percent of its U.S. assets to avoid a looming ban in the country. TikTok's parent company, ByteDance said Thursday it had signed agreements with three major investors: Oracle, Silver Lake, and Abu Dhabi-based MGX. The deal would create a new U.S. company called TikTok USDS Joint Venture. ByteDance will retain a stake of just under 20 percent.Seven people have died, including former NASCAR driver Greg Biffle, after a business jet went down on Thursday at Statesville Regional Airport, just north of Charlotte, North Carolina. Flight tracking data show the aircraft attempted to return shortly after takeoff amid severe weather. Federal investigators are now working to determine what caused the deadly crash.
The Information's CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon's need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundwork for a public offering. Finally, we discuss the future of agentic commerce with PwC's Dallas Dolen and wrap with Co-Executive Editor Martin Peers on why ByteDance is the real winner of the TikTok battle.Articles discussed on this episode: https://www.theinformation.com/briefings/bytedance-signs-deal-create-u-s-tiktok-venturehttps://www.theinformation.com/articles/googles-ai-weakness-turned-strengthTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
INE sanciona a partidos con casi 10 millones por irregularidades Explosivos, armas y detenidos en nuevo golpe al crimen en Michoacán ¡Cae banda de autopartes ilegales en CDMX! Más información en nuestro Podcast
TikTok's long-delayed plan to separate from Chinese parent ByteDance Ltd. was put in motion Thursday when the video sharing sensation said it's being bought by a group of buyers led by Oracle Corp. TikTok Chief Executive Officer Shou Chew told employees that the company and ByteDance signed binding agreements to create a US joint venture majority-owned by American investors, according to an internal memo reviewed by Bloomberg. Chew wrote that he was "pleased to share some great news" and said agreements with Oracle, Silver Lake and MGX have been signed. The deal is expected to close on Jan. 22, 2026, though Chew added that "there's more work to be done" before then. Asian equities rose after cooling US inflation data backed the case for Federal Reserve interest-rate cuts and calming tech jitters supported American stocks. We heard from Amy Xie Patrick, Head of Income Strategies at Pendal Group. She spoke to Bloomberg's Annabelle Droulers and Paul Allen. Plus - A solid outlook from giant Micron Technology Inc. underscored the voracious appetite for all things related to artificial intelligence. The S&P 500 rose nearly 1%, halting a four-day slide. We spoke to Keith Buchanan, Senior Portfolio Manager at Globalt.See omnystudio.com/listener for privacy information.
Hoe vaak hoor je nu dat een mediabedrijf samengaat met een kernfusiebedrijf? Waarin de sociale media van de president van Amerika fuseert met een kernfusiebedrijf waar wetenschappers werken? Dat hoor je één keer. Vandaag.Trump Media fuseert namelijk met TAE Technologies, een deal goed voor 6 miljard dollar. En daar stopt de invloed van de president op de beurshandel niet. Hij hervormt de cannabismarkt, waardoor investeren in marihuana ineens aantrekkelijker wordt. Aantrekkelijk vinden beleggers Nike dan weer niet. Al jaren wachten ze op de comeback van het bedrijf. Jarenlang neemt de beurskoers én omzet af. De kwartaalcijfers zijn beter dan verwacht, maar Nike is er nog steeds niet. Deze aflevering kijken we wanneer dat herstel er nu wél komt. Kijken we ook naar TikTok. Er is een Amerikaanse deal, een waar de familie Ellison bij betrokken is. Verder hoor je ook meer over de miljadenlening aan Oekraine en de overnamesoap rondom Warner Bros Discovery. Te gast: Errol Keyner, van de Vereniging van Effectenbezitters.See omnystudio.com/listener for privacy information.
En el Radar Empresarial de esta jornada ponemos el foco en lo que todo apunta a ser el capítulo final del proceso de venta del negocio de TikTok en Estados Unidos. ByteDance ha optado por constituir una empresa conjunta en la que traspasará el 50 % del capital a inversores extranjeros. Entre los nuevos socios figuran el fondo soberano de Abu Dabi, la firma Silver Lake y la tecnológica Oracle, que en conjunto controlarán una parte relevante de la nueva sociedad. Según los detalles del acuerdo, un 30 % de las acciones quedará en manos de afiliados de los actuales inversores de ByteDance, mientras que la matriz china mantendrá un 19,9 %. De acuerdo con un memorando interno firmado por el consejero delegado de TikTok, Shou Zi Chew, y citado por Associated Press, la operación se cerrará el próximo 22 de enero. Las condiciones pactadas parecen alinearse con las exigencias planteadas por la Casa Blanca desde el inicio del conflicto. Por un lado, la compañía ha respetado los plazos fijados por la Administración estadounidense, que tras varias extensiones había establecido enero de 2026 como fecha límite para la desinversión. Por otro, se refuerza el control no chino sobre la empresa. La nueva joint venture contará con un consejo de administración de siete miembros, con mayoría estadounidense, y se prevé una revisión del algoritmo para asegurar que el contenido no esté sujeto a influencias externas. Oracle, además, asumirá un papel operativo más profundo que el de un simple accionista. Con esta venta se cierra un proceso iniciado durante el mandato de Joe Biden, quien mantuvo una postura firme frente a TikTok y advirtió que la plataforma dejaría de operar en enero de 2025 si no se desprendía de su negocio en el país. La situación cambió con la llegada de Donald Trump a la Casa Blanca, que concedió una prórroga para facilitar la continuidad de la red social mientras buscaba comprador, una decisión que fue públicamente agradecida por Shou Zi Chew.
De overname van het Amerikaanse deel van TikTok is vrijwel rond. Niet via het Witte Huis, maar via een interne memo van TikTok-ceo Shou Zi Chew werd duidelijk dat moederbedrijf ByteDance akkoord is met een Amerikaanse eigendomsconstructie. De deal moet uiterlijk 22 januari worden afgerond, vlak voordat het decreet van president Trump afloopt waarmee een verbod op TikTok al meerdere keren werd uitgesteld. Techredacteur Stijn Goossens vertelt in de Tech Update wat dit voor gebruikers betekent. De nieuwe eigenaar wordt een Amerikaanse joint venture: TikTok USDS Joint Venture LLC. Daarin nemen onder meer techbedrijf Oracle, investeerder Silver Lake en het Abu Dhabi-fonds MGX elk een belang van 15 procent. Samen komen zij uit op 45 procent, aangevuld tot 50 procent met andere Amerikaanse investeerders. Bestaande ByteDance-investeerders behouden iets meer dan 30 procent, terwijl het Chinese ByteDance zelf net geen 20 procent houdt. Met deze constructie voldoet TikTok aan de Amerikaanse wet die een verkoop van het platform afdwong. Voor gebruikers moet er volgens TikTok weinig veranderen. ByteDance blijft betrokken bij de interoperabiliteit met de rest van het platform en advertentie-inkomsten, terwijl een onafhankelijke organisatie binnen de joint venture verantwoordelijk wordt voor contentmoderatie en databeveiliging volgens Amerikaanse regels. Wel wordt het Amerikaanse algoritme voortaan uitsluitend getraind met data van Amerikaanse gebruikers. Opvallend is dat Trump nog niet publiekelijk heeft gereageerd. De deal is formeel nog niet afgerond, maar het akkoord van ByteDance geldt als een belangrijke doorbraak in een dossier dat al bijna een jaar boven de markt hangt. Verder in deze Tech Update: OpenAI en Anthropic voorspellen leeftijd gebruikersOpenAI en Anthropic gaan met AI de leeftijd van gebruikers inschatten, zodat chatbots hun toon en inhoud beter kunnen aanpassen aan gesprekken met tieners. De stap volgt op toenemende maatschappelijke en juridische druk op AI-bedrijven om rekening te houden met mentale gezondheid, waarbij OpenAI nu expliciet vastlegt dat de veiligheid van jongeren zwaarder weegt dan andere doelen van de chatbot. AI-snoepautomaat van Anthropic gehacktAnthropic liep flinke financiele schade op bij een experiment met een door AI aangestuurde snoepautomaat, die als stresstest op de redactie van The Wall Street Journal stond. Journalisten wisten het systeem te manipuleren, maakten alle producten gratis en lieten de AI zelfs meebetalen aan luxe aankopen, waardoor het project met duizend euro verlies eindigde. Zometeen De Schaal van Hebben met de OnePlus 15 en OnePlus 15RSee omnystudio.com/listener for privacy information.
Bill Gurley (@bgurley) is a general partner at Benchmark, a leading venture capital firm in Silicon Valley. His new book is Runnin' Down a Dream: How to Thrive in a Career You Actually Love.This episode is brought to you by:Momentous high-quality creatine for cognitive and muscular supportOur Place's Titanium Always Pan® Pro using nonstick technology that's coating-free and made without PFAS, otherwise known as “Forever Chemicals”Shopify global commerce platform, providing tools to start, grow, market, and manage a retail businessCoyote the card game, which I co-created with Exploding Kittens*Timestamps:[00:00:00] Start.[00:01:43] The book that gave Jerry Seinfeld permission to pursue comedy and inspired Runnin' Down a Dream.[00:03:59] AI bubble or not?[00:06:33] Circular deals and SPV chaos.[00:12:01] Angel investing in the AI era.[00:14:32] Why you should be the most AI-enabled version of yourself, regardless of field.[00:20:47] China deep dive: Ten days, six cities, high-speed trains, and a Xiaomi SU7 factory tour.[00:22:43] Communism misconceptions.[00:25:40] Lei Jun: The Steve Jobs of China.[00:29:17] Jack Ma, ByteDance's invisible CEO, and the risks of prominence in China.[00:32:11] America vs. China (Lawyers vs. engineers).[00:41:01] Keys for US competitiveness.[00:43:47] Bill is bullish on these countries.[00:47:30] Matthew McConaughey's “Don't half ass it” moment.[00:49:45] Runnin' Down a Dream thesis: Helping people pursue X instead of A, B, or C.[00:51:03] The 80,000-hour question.[00:52:47] The self-learning test.[00:56:58] Bob Dylan as music expeditionary.[01:00:27] Go to the epicenter where the action is.[01:10:56] Danny Meyer's pivot.[01:13:30] Working for free.[01:19:37] Never too late: Tito Beveridge started Tito's Vodka at 40.[01:21:51] AI sanity checks.[01:25:59] AI-proof bets.[01:29:13] Sam Hinkie's Moneyball moment.[01:32:37] Competitive strategy, avoiding false failures, and regret minimalization.[01:43:46] Purpose, Progress, and Prosperity — the P3 Policy Institute.[01:47:18] Regulatory capture explained.[01:51:55] Why the IPO market is broken.[02:01:52] Stablecoins putting Visa and Mastercard on notice.[02:03:40] Hopes for Runnin' Down a Dream and parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Ça y est, l'Australie a interdit les réseaux sociaux aux moins de 16 ans. Mais les jeunes rusent...Avec Bruno Guglielminetti (https://moncarnet.com/)L'Australie tente de bannir les jeunes des réseaux, mais...Depuis cette semaine, les jeunes Australiens de moins de 16 ans sont censés être exclus des réseaux sociaux. Une nouvelle loi impose aux plateformes de supprimer leurs comptes. Problème : seuls dix réseaux sont concernés par le texte. Résultat, les adolescents migrent en masse vers des applications comme Lemon8, Yoop ou Coverstar, qui échappent (pour l'instant) à la régulation. Lemon8, appartenant à ByteDance (maison mère de TikTok), est même devenue l'appli la plus téléchargée du pays en un jour. Le gouvernement promet d'adapter la loi, mais la réactivité des jeunes dépasse celle des législateurs.États-Unis : les visiteurs bientôt obligés de livrer 5 ans de vie numérique ?Un décret américain prévoit d'imposer à tout visiteur étranger de fournir un historique de cinq ans de ses activités numériques (réseaux sociaux, publications publiques). Ce projet, en discussion pour 60 jours, provoque un certain émoi, notamment en France. En réalité, la collecte d'informations est déjà partiellement en place via la demande ESTA, même si la saisie reste optionnelle. Le changement : l'application mobile deviendrait obligatoire, notamment pour capter de meilleures photos. Une extension de la surveillance ? Oui. Une nouveauté totale ? Pas vraiment.Adobe et OpenAI : création d'images et PDF intégrés dans ChatGPTAdobe intègre ses outils phares – Photoshop, Acrobat, Adobe Express – directement dans ChatGPT. Une nouveauté qui permet de générer une image avec l'IA, puis de la modifier dans Photoshop sans quitter l'interface. Idem pour les PDF. Ce partenariat vise à contrer Google et son IA Gemini, qui progresse rapidement. Pour les utilisateurs, le bénéfice est net : gain de temps et nouvelles possibilités créatives. C'est aussi une illustration concrète de la fusion croissante entre IA générative et outils métiers.-----------♥️ Soutien : https://mondenumerique.info/don
Het verbod op TikTok in de Verenigde Staten wordt dinsdag waarschijnlijk opnieuw uitgesteld door president Donald Trump. De bedoeling is dat de Amerikaanse tak van de filmpjesapp in Amerikaanse handen komt, maar één van de potentiële kopers laat aan de BBC weten dat het Witte Huis nog niks heeft laten weten. Het zou de vijfde keer zijn dat het verbod wordt uitgesteld sinds de oorspronkelijke verbodswet van kracht is geworden, op 19 januari dit jaar. Niels Kooloos vertelt erover in deze Tech Update. De potentiële koper waar het om gaat is de Amerikaanse miljardair Frank McCourt, die samen met een aantal andere techinvesteerders geïnteresseerd is in een overname van TikTok. 'We wachten gewoon en zien wel wat er gebeurt', zegt McCourt tegen de BBC. 'We hebben het geld opgehaald om het te kopen.' Trump meldde in september dat er een deal was bereikt rondom de verkoop van de Amerikaanse tak van TikTok, maar sinds die aankondiging hebben zowel Trump als de betrokken partijen bij de deal niks meer van zich laten horen. Bovendien hebben TikTok-eigenaar ByteDance en de Chinese overheid de aankondiging van Trump nooit volledig bevestigd. Verder in deze Tech Update: Hoewel we in principe allemaal met onze mobiele telefoon kunnen betalen, kiezen we alsnog het vaakst voor de 'ouderwetse' pinpas in Nederland, blijkt uit onderzoek van Visa See omnystudio.com/listener for privacy information.
In this episode of Tech Talks Daily, I sit down with Yuyu Zhang to unpack a shift that many developers can feel but struggle to articulate. Yuyu's journey spans academic research at Georgia Tech, building recommendation systems that power TikTok and Douyin at global scale, and leading the Seed-Coder project at ByteDance, which reached state-of-the-art performance among open source code models earlier this year. Today, he is part of Codeck, where the focus has moved beyond AI assistance toward autonomous coding agents that can plan, execute, and verify real engineering work. Our conversation begins with a simple but revealing observation. Most AI coding tools still behave like smarter autocomplete. They help you type faster, but they do not own the work. Yuyu explains why that distinction matters, especially for teams dealing with complex systems, tight deadlines, and constant interruptions. Autonomy, in his view, is not about replacing engineers. It is about giving them back their flow. We explore Verdent, Codeck's autonomous coding agent, and Verdent Deck, the desktop environment designed to coordinate multiple agents in parallel. Instead of one AI reacting line by line inside an editor, these agents operate at the task level. They plan work with the developer upfront, execute independently in safe environments, and validate their output before handing anything back. The result feels less like using a tool and more like managing a small engineering team. Yuyu shares how parallel agents change both speed and predictability. One agent can implement a feature, another can write tests, and another can investigate logs, all without stepping on each other. Just as important, he walks through the safeguards that keep humans in control. Explicit planning, permission boundaries, sandboxed execution, and clear, reviewable diffs are all designed to address the very real concerns engineering leaders have about letting autonomous systems near production code. The discussion also turns personal. Having worked on some of the highest-scale systems in the world, Yuyu reflects on why developers lose momentum. It is rarely about raw ability. It is about constant context switching. His goal with Verdent is to preserve mental focus by offloading interruptions and letting engineers return to work with clarity rather than cognitive fatigue. We close by looking ahead. The definition of a "good developer" is changing, just as it has many times before. AI is not ending programming. It is reshaping it, pushing human creativity, judgment, and design thinking to the foreground while machines handle the repetitive churn. If autonomous coding agents are becoming colleagues rather than helpers, how comfortable are you with that future, and what would you want to stay firmly in human hands?
00:00 Intro02:44 Russian, Chinese Bombers Fly Near Okinawa, Japan04:53 Navy Recovers Crashed Aircraft From South China Sea05:31 Chinese Dual-Use Military Airports Spotted in Tibet07:12 Goldman Sachs, IMF Call on China to Strengthen Yuan09:10 Linda Sun's Defense: Taiwan, Translation, CCP Influence13:06 ByteDance, Alibaba Want Nvidia H200 Chips: Report15:03 Expert Unpacks Chinese Influence at Home and Abroad20:06 Hearing on Chinese Organized Crime in Latin America
Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Zinsen runter. Siemens Energy und GE Vernova rauf. Meesho hat IPO. Delivery Hero hat strategische Optionen. Nintendo hat Speicherproblem. NVIDIA, Intel, AMD & Texas Instruments werden direkt & indirekt beschuldigt. Zahlen von: Adobe & Oracle. Bill Ackman hat mal sehr erfolgreich den Dip bei Chipotle (WKN: A0ESP5) gekauft. Beim aktuellen Dip ist sogar er raus. Was da los? SpaceX will größten IPO ever. Alphabet & Scottish Mortgage Investment Trust freut's. Bitcoin auch. ByteDance, Stripe & Co. könnten nachziehen. Wie analysiert man Krypto-Investments richtig? Das haben wir mit Julius Nagel vom sehr empfehlenswerten Alles Coin, Nichts Muss Podcast besprochen. Diesen Podcast vom 11.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
We are Green-lighting! Announcing the participants for the CTP Cup 2025 (2) Lots of execs moving around all of a sudden A Chocolate Craze PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers Warm-Up - Announcing the participants for the CTP Cup 2025 (2) - Lots of execs moving around all of a sudden - Chocolate Craze Markets - NVDA gets the greenlight - Waiting for the ECO - ALL eyes...... Wednesday at 2pm - Oil Dropping - Gas Prices Dropping slightly - Just saw $2.59 for regular unleaded down here - Double edged sword - oil prices dropping is sign of eco slowdown... Nothing to be excited about just yet.... Inflation - PCE comes in a little lighter than expected - However, let us be clear that inflation is not lower and prices grossly above where we were a couple of years ago - Inflation still running at around 3% overall - Fed set to greenlight the rate cut Oil and Gas - Oil has been dropping - reports that use will slow over the next year - Gas Prices Dropping slightly - Just saw $2.59 for regular unleaded down here - Double edged sword - oil prices dropping is sign of eco slowdown... Nothing to be excited about just yet.... Jobs - Reports show that U.S. employers have announced over 1.1 million job cuts in 2025 (as of early December), marking the highest level since the pandemic's start in 2020. - This has been driven by tech integration (AI), economic shifts, and soft consumer spending, with sectors like government, tech, retail, and warehousing leading. Greenlight - No security problems here - Seeking a compromise over controlling exports to China, the US Department of Commerce will soon allow the export of powerful Nvidia GPUs that are roughly 18 months behind its most advanced offerings, according to a person with knowledge of the plan. - The move, which would send Nvidia H200s to China, seeks to find a middle ground between those who oppose exports of any advanced AI chips and those who worry that restrictions will merely hand the market to Chinese competitors. - It also aims to satisfy the Chinese government, which has blocked imports of less powerful chips, such as Nvidia's H20. - This can be gamed ..... - OHHHH - and USA to get 25% of the sales ???? China Not With Program - China is buying soybeans again, but short of President Trump's target, according to CNBC - Really think this is a big game and will not resolve anytime soon - China still holds the cards ECO Data Starting to Flow Again - BLS to publish October PPI data with the November PPI news release on January 14, 2026 - Unemployment report released Dec 16th - This week is a little slow but next week (Dec 15-19) kick it up hard - - - Dec 19 Income and Spending , PCE report, Housing starts, Retail Sales, CPI (Nov), Leading Indicators, Philly Fed, UMich Sentiment Apple Turnover - Not the pastry - In just the past week, Apple's heads of artificial intelligence and interface design stepped down. - Then the company announced that its general counsel and head of governmental affairs were leaving as well. - All four executives have reported directly to Chief Executive Officer Tim Cook Berkshire Too - Todd Combs, one of Warren Buffett's investing lieutenants and the CEO of GEICO, is departing Berkshire Hathaway and joining JPMorgan Chase in a new role as part of a major shake-up involving both firms. - Combs is leaving Berkshire Hathaway and his role leading GEICO to run the bank's new investment group as part of its wider "security and resilience" initiative announced in October. AI Frames - Warby Parker and Google announced that the first lightweight, AI glasses developed through their partnership are expected to launch in 2026 - What will be different about these? All others have seemed to failed miserably. Mergers - Maybe - Netflix announced Friday it's reached a deal to buy pieces of Warner Bros. Discovery, bringing a swift end to a dramatic bidding process that saw Paramount Skydance and Comcast also vying for the legacy assets. - The transaction is comprised of cash and stock and is valued at $27.75 per WBD share - Others are offering $30 CASH per share - President Trump has put in his comments that he thinks it may be a tough one to clear - $2.8B breakup fee if Warner Brothers pulls out and $5.8B reverse break up fee if the deal is not approved. Oracle Earnings - Wednesday after the bell - This is the poster child for the vendor and circular financing - Stock was the darling for a minute a few months ago - Written: "The stock has fallen roughly 32-40% from its September 10 peak, erasing its "Nvidia moment" rally and turning Oracle into the primary vehicle for expressing skepticism about the AI build-out and OpenAI's economics." - Briefing analyst Forgot this... - What happened to the Tik Tok deal and the China bad discussion? --- History.... - Negotiations happened between ByteDance, Oracle, and Walmart back in 2020, and later discussions continued under “Project Texas” for U.S. data security. - The proposed structure (Oracle as tech partner, U.S. investors taking a stake) was announced but never finalized into a binding acquisition or spin-off. - Instead, TikTok remained under ByteDance ownership, while implementing U.S. data storage and security measures through Oracle. - The U.S. government extended deadlines multiple times, but no sale or transfer of ownership occurred. - China wins again! So much winning! Private Credit - Private markets investing startup Yieldstreet, now calling itself Willow Wealth, recently informed customers of new defaults on real estate projects in Houston and Nashville, Tennessee. The letters, obtained and verified by CNBC, account for about $41 million in new losses. - They come on the heels of $89 million in marine loan wipeouts disclosed in September and $78 million in losses previously reported by CNBC. - Willow Wealth also removed a decade of historical performance data from public view in recent weeks. - Total losses? $208 million Pistachios - Dubai Craze - Milk chocolate shell filled with: - Pistachio cream (often blended with tahini for a nutty, slightly savory note) - Kadayif (shredded phyllo pastry) for crunch - Created in 2021, went viral in 2023 via the SOCH - United States, Iran, and Turkey the biggest producers of pistachios - Argentina betting on it to continue - adding to their farmland to cover the demand - Dubai Chocolate Bar (the viral pistachio-knafeh chocolate) generated over $50–$60 million in global sales for the year. IndiGo - In November, new Flight Duty Time Limitation (FDTL) rules increased pilot rest periods. - IndiGo failed to adjust crew rosters, causing a severe pilot shortage during peak travel season. - 1000s of flights cancelled - IndiGo apologized and implemented measures like processing refunds, arranging transport/hotels for stranded passengers, and strengthening customer support. - As of this week - still having major problems - stock don 20% from its high on this news (not traded in USA) Grok Report - Using Grok as Copilot is getting a little weird....ChatGPT a little slow - Photo to video clip - pretty cool - Image generation - FAST! - Can have full on conversations and even companions.....(?) - More racy than other Ai (as is to be expected) Age 18+ options - Interesting nd impressive thus far. OMG - Brown Nosing - Stellantis said it will bring an all-electric small “car” called the Fiat Topolino to the U.S. - The Topolino is actually categorized as “an all-electric quadricycle” rather than a car, according to Stellantis and has a top speed of roughly 28 miles per hour. - Fiat's announcement comes less than a week after President Donald Trump praised small “Kei” cars from Japan and expressed interest in bringing tiny cars to the U.S. Love the Show? Then how about a Donation? The Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
This week on Unsupervised Learning, Jacob Effron is joined by Jordan Schneider, host of China Talk, who challenges widespread assumptions about US-China AI competition. China's AI development is driven by private capital and market competition—not central government planning—with companies like DeepSeek, Alibaba, and ByteDance operating more like Silicon Valley startups than state projects. The critical bottleneck is compute: the West maintains a 10-15x advantage in advanced chips, and US export controls implemented one month before ChatGPT created a structural edge favoring America for years. Chinese companies aggressively open-source models from strategic necessity—they couldn't establish a quality gap justifying paid access like OpenAI. Jordan explains why the "Goldilocks strategy" of controlled chip dependency fails, why expert consensus opposes selling advanced semiconductors to China despite Nvidia's lobbying, and how Taiwan's invasion risk is driven more by domestic politics than AGI scenarios. China's real advantage may emerge in robotics manufacturing at scale, where they're already deploying while the US debates strategy. Inside the Politburo's AI Study Session: https://www.chinatalk.media/p/xi-takes-an-ai-masterclassSubmit your questions to Jacob here: https://docs.google.com/forms/d/1vHBYv0bTT_EgFWTjbKnLr_sn3pZnFmcFGWYVTltKEco/edit (0:00) Intro(1:45) The Chinese AI Ecosystem: Pre and Post ChatGPT(3:45) Government Influence and Private Sector Dynamics(6:40) Venture Funding and Major Players(8:36) Talent and International Collaboration(11:25) Open Source Models and Market Dynamics(15:24) What Role Does The Chinese Government Play?(31:17) US-China AI Policy and Strategic Competition(36:18) The Argument for Selling AI Accelerators(37:02) Risks of Not Selling to China(43:34) Technological Constraints and Huawei's Challenges(51:18) US-China Relations and Taiwan(1:02:46) Quickfire With your co-hosts: @jacobeffron - Partner at Redpoint, Former PM Flatiron Health @patrickachase - Partner at Redpoint, Former ML Engineer LinkedIn @ericabrescia - Former COO Github, Founder Bitnami (acq'd by VMWare) @jordan_segall - Partner at Redpoint
This week in games, the money moves got messy: Dream Games recalibrates its ambitions, ByteDance keeps loading the mobile war chest, and Arc Games chooses freedom (and spreadsheets) by going independent. We take a look at Where Winds Meet and what it really says about China's next wave of global ambitions, unpack South Korea's newest Blizzard play, and ask the uncomfortable question: how are indie studios actually surviving right now? Spoiler: it's not pretty. On the investor side, VC interest in games keeps cooling, but PlayerUnknown Productions thinks lightning can strike twice. Finally, we zoom out to the battlefield of 4X strategy — the genre's current health, the growing wave of female players, and whether a fresh face like Tile Survive can rewrite the rules. 00:00 Welcome00:22 Introduction and Shills04:26 Dream Games Budget Correction14:06 Bite Dance's Mobile Investments19:22 Arc Games Independence20:52 Where Winds Meet: A New Chinese Game29:17 The South Korea Deal and Blizzard's Business Model31:21 Success and Challenges of Indie Game Studios33:38 VC Investments in Gaming: A Tough Landscape36:12 PlayerUnknown Productions and Their New Game47:37 The State of 4X Strategy Games51:24 The Rise of Female Gamers in 4X Strategy55:48 Tile Survive: A New Contender in 4X Strategy59:56 Conclusion and Future Topics
In this episode of TechMagic, hosts Cathy Hackl and Lee Kebler explore how the future of AI is being shaped through hardware innovation happening around the world. They break down breakthroughs in autonomous vehicles, humanoid robots, and spatial computing, highlighting why hardware ownership now determines who controls data, training models, and long-term AI power. Cathy shares insights from her travels across Saudi Arabia and Qatar, while the hosts examine China's accelerating hardware ecosystem, Gen Alpha's rejection of “AI slop,” and the shift toward vision-action models. It's a fast, global look at where AI is really advancing, and why it matters.Come for the tech and stay for the magic!Key Discussion Topics: [00:00] Intro[00:23] Saudi Arabia and Qatar are booming in tech and entertainment.[00:04:00] Formula One tech highlights the Abu Dhabi Championship showdown.[00:07:13] Autonomous racing vs. human drivers shows motorsports' future.[00:10:23] NVIDIA's AlphaMoor offers open-source vision-language models.[00:14:23] Women often prefer autonomous vehicles to human drivers.[00:20:44] Owning hardware means owning data: the AI supremacy principle.[00:22:19] Global hardware innovations from Alibaba, Huawei, and ByteDance are under the radar.[00:26:51] "Human-authored" labels reveal widespread AI fatigue.[00:30:05] Gen Alpha rejects AI content, demanding authentic creations.[00:33:55] Copyright issues arise when sampling AI-generated music.[00:37:03] Cathy's Middle East speaking tour and CES 2025 lineup updates.[00:39:33] Holiday spending is shifting to experiences over products.[00:42:14] Book picks: the future of storytelling and understanding people.[00:44:49] Gaming culture highlights: Dungeon Crawler Carl, FNAF 2, and Stranger Things.[00:46:34] Key takeaways: physical AI, hardware ownership, and authentic human connection. Hosted on Acast. See acast.com/privacy for more information.
Please enjoy this encore of Caveat. This week, we are joined by Michele Kellerman, Cybersecurity Engineer for Air and Missile Defense at Johns Hopkins University Applied Physics Lab discussing Women's health apps and the legal grey zone that they create with HIPAA. Ben has the story of the potential sale of TikTok to U.S. investors. Dave's got the story of a looming deadline on renewal of a key cybersecurity information sharing bill. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney. Links to today's stories: Trump turns Biden's TikTok law into a big win Cyber threat information law hurtles toward expiration, with poor prospects for renewal Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our Caveat Briefing, a weekly newsletter available exclusively to N2K Pro members on N2K CyberWire's website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's Caveat Briefing covers the Trump administration's approval of a long-awaited deal for ByteDance to divest from TikTok, transferring majority ownership — and control of its recommendation algorithm — to a U.S.-led group including Oracle, Silver Lake, and Andreessen Horowitz. The Department of Justice also kicked off its major antitrust case against Google's ad tech business, seeking a forced divestiture of its AdX exchange and potential structural changes to restore competition in the online advertising market. Curious about the details? Head over to the Caveat Briefing for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to caveat@thecyberwire.com. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices
China bars ByteDance from Nvidia AI chips in data centers, OpenAI pushes back on teen lawsuit, Uber and WeRide launch driverless robotaxis in Abu Dhabi. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what youContinue reading "Can Apple Overtake Samsung In Smartphone Sales? – DTH"
Our 225th episode with a summary and discussion of last week's big AI news!Recorded on 11/16/2025Hosted by Andrey Kurenkov and co-hosted by Michelle LeeFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:New AI model releases include GPT-5.1 from OpenAI and Ernie 5.0 from Baidu, each with updated features and capabilities.Self-driving technology advancements from Baidu's Apollo Go and Pony AI's IPO highlight significant progress in the automotive sector.Startup funding updates include Incept taking $50M for diffusion models, while Cursor and Gamma secure significant valuations for coding and presentation tools respectively.AI-generated content is gaining traction with songs topping charts and new marketplaces for AI-generated voices, indicating evolving trends in synthetic media.Timestamps:(00:01:19) News PreviewTools & Apps(00:02:13) OpenAI says the brand-new GPT-5.1 is ‘warmer' and has more ‘personality' options | The Verge(00:04:51) Baidu Unveils ERNIE 5.0 and a Series of AI Applications at Baidu World 2025, Ramps Up Global Push(00:07:00) ByteDance's Volcano Engine debuts coding agent at $1.3 promo price(00:08:04) Google will let users call stores, browse products, and check out using AI | The Verge(00:10:41) Fei-Fei Li's World Labs speeds up the world model race with Marble, its first commercial product | TechCrunch(00:13:30) OpenAI says it's fixed ChatGPT's em dash problem | TechCrunchApplications & Business(00:16:01) Anthropic announces $50 billion data center plan | TechCrunch(00:18:06) Baidu teases next-gen AI training, inference accelerators • The Register(00:20:50) Meta chief AI scientist Yann LeCun plans to exit and launch own start-up(00:24:41) Amazon Demands Perplexity Stop AI Tool From Making Purchases - Bloomberg(00:27:32) AI PowerPoint-killer Gamma hits $2.1B valuation, $100M ARR, founder says | TechCrunch(00:29:33) Inception raises $50 million to build diffusion models for code and text | TechCrunch(00:31:14) Coding assistant Cursor raises $2.3B 5 months after its previous round | TechCrunch(00:33:56) China's Baidu says it's running 250,000 robotaxi rides a week — same as Alphabet's Waymo(00:35:26) Driverless Tech Firm Pony AI Raises $863 Million in HK ListingProjects & Open Source(00:36:30) Moonshot's Kimi K2 Thinking emerges as leading open source AIResearch & Advancements(00:39:22) [2510.26787] Remote Labor Index: Measuring AI Automation of Remote Work(00:45:21) OpenAI Researchers Train Weight Sparse Transformers to Expose Interpretable Circuits - MarkTechPost(00:49:34) Kimi Linear: An Expressive, Efficient Attention Architecture(00:53:33) Watch Google DeepMind's new AI agent learn to play video games | The Verge(00:57:34) arXiv Changes Rules After Getting Spammed With AI-Generated 'Research' PapersPolicy & Safety(00:59:35) Stability AI largely wins UK court battle against Getty Images over copyright and trademark | AP News(01:01:48) Court rules that OpenAI violated German copyright law; orders it to pay damages | TechCrunch(01:03:48) Microsoft's $15.2B UAE investment turns Gulf State into test case for US AI diplomacy | TechCrunchSynthetic Media & Art(01:06:39) An AI-Generated Country Song Is Topping A Billboard Chart, And That Should Infuriate Us All | Whiskey Riff(01:10:59) Xania Monet is the first AI-powered artist to debut on a Billboard airplay chart, but she likely won't be the last | CNN(01:13:34) ElevenLabs' new AI marketplace lets brands use famous voices for ads | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week, Addy and Joey dive into the Nano Banana 2 leaks and their potential implications for media authenticity. Then we explore Comfy Cloud's powerful browser-based workflow ($20/month for 8 GPU hours daily), Veo 3.1's new camera controls, and real-time AI video manipulation that's bringing unprecedented control to creators. Plus: Figma acquires Weavy, ByteDance launches affordable video upscaling, and practical AI tools that are transforming post-production workflows.--The views and opinions expressed in this podcast are the personal views of the hosts and do not necessarily reflect the views or positions of their respective employers or organizations. This show is independently produced by VP Land without the use of any outside company resources, confidential information, or affiliations.
Ralph welcomes Professor Roddey Reid to break down his book “Confronting Political Intimidation and Public Bullying: A Handbook for the Trump Era and Beyond.” Then, we are joined by the original Nader's Raider, Professor Robert Fellmeth, who enlightens us on how online anonymity and Artificial Intelligence are harming children.Roddey Reid is Professor Emeritus at the University of California, San Diego where he taught classes on modern cultures and societies in the US, France, and Japan. Since 2008 he has researched and published on trauma, daily life, and political intimidation in the US and Europe. He is a member of Indivisible.org San Francisco, and he hosts the blog UnSafe Thoughts on the fluidity of politics in dangerous times. He is also the author of Confronting Political Intimidation and Public Bullying: A Handbook for the Trump Era and Beyond.I think we still have trouble acknowledging what's actually happening. Particularly our established institutions that are supposed to protect us and safeguard us—many of their leaders are struggling with the sheer verbal and physical violence that's been unfurling in front of our very eyes. Many people are exhausted by it all. And it's transformed our daily life to the point that I think one of the goals is (quite clearly) to disenfranchise people such that they don't want to go out and participate in civic life.Roddey ReidWhat's broken down is…a collective response, organized group response. Now, in the absence of that, this is where No King's Day and other activities come to the fore. They're trying to restore collective action. They're trying to restore the public realm as a place for politics, dignity, safety, and shared purpose. And that's been lost. And so this is where the activists and civically engaged citizens and residents come in. They're having to supplement or even replace what these institutions traditionally have been understood to do. It's exhilarating, but it's also a sad moment.Roddey ReidRobert Fellmeth worked as a Nader's Raider from 1968 to 1973 in the early days of the consumer movement. He went on to become the Price Professor of Public Interest Law at the University of San Diego (where he taught for 47 years until his retirement early this year) and he founded their Children's Advocacy Institute in 1983. Since then, the Institute has sponsored 100 statutes and 35 appellate cases involving child rights, and today it has offices in Sacramento and DC. He is also the co-author of the leading law textbook Child Rights and Remedies.I think an easy remedy—it doesn't solve the problem totally—but simply require the AI to identify itself when it's being used. I mean, to me, that's something that should always be the case. You have a right to know. Again, free speech extends not only to the speaker, but also to the audience. The audience has a right to look at the information, to look at the speech, and to judge something about it, to be able to evaluate it. That's part of free speech.Robert FellmethNews 10/17/25* In Gaza, the Trump administration claims to have brokered a ceasefire. However, this peace – predicated on an exchange of prisoners – is extremely fragile. On Tuesday, Palestinians attempting to return to their homes were fired upon by Israeli soldiers. Defense Minister Israel Katz claimed those shot were “terrorists” whose attempts to “approach and cross [the Yellow Line] were thwarted.” Al Jazeera quotes Lorenzo Kamel, a professor of international history at Italy's University of Turin, who calls the ceasefire a “facade” and that the “structural violence will remain there precisely as it was – and perhaps even worse.” We can only hope that peace prevails and the Palestinians in Gaza are able to return to their land. Whatever is left of it.* Despite this ceasefire, Trump was denied in his bid for a Nobel Peace Prize. The prize instead went to right-wing Venezuelan dissident María Corina Machado. Democracy Now! reports Machado ran against Venezuelan President Nicolás Maduro in 2023, but was “barred from running after the government accused her of corruption and cited her support for U.S. sanctions against Venezuela.” If elected Machado has promised to privatize Venezuela's state oil industry and move Venezuela's Embassy in Israel from Tel Aviv to Jerusalem, and in 2020, her party, Vente Venezuela, “signed a pact formalizing strategic ties with Israel's Likud party led by Prime Minister Benjamin Netanyahu.” Machado has also showered praise on right-wing Latin American leaders like Javier Milei of Argentina and following her victory, praised Trump's “decisive support,” even telling Fox News that Trump “deserves” the prize for his anti-Maduro campaign, per the Nation.* Machado's prize comes within the context of Trump's escalating attacks on Venezuela. In addition to a fifth deadly strike on a Venezuelan boat, which killed six, the New York Times reports Trump has ordered his envoy to the country Richard Grenell to cease all diplomatic outreach to Venezuela, including talks with President Maduro. According to this report, “Trump has grown frustrated with…Maduro's failure to accede to American demands to give up power voluntarily and the continued insistence by Venezuelan officials that they have no part in drug trafficking.” Grenell had been trying to strike a deal with the Bolivarian Republic to “avoid a larger conflict and give American companies access to Venezuelan oil,” but these efforts were obviously undercut by the attacks on the boats – which Democrats contend are illegal under U.S. and international law – as well as Secretary of State Marco Rubio labeling Maduro a “fugitive from American justice,” and placing a $50 million bounty on his head. With this situation escalating rapidly, many now fear direct U.S. military deployment into Venezuela.* Meanwhile, Trump has already deployed National Guard troops to terrorize immigrants in Chicago. The Chicago Sun-Times reports Pope Leo XIV, the first American Pope and a Chicago native, met with Chicago union leaders in Rome last week and urged them to take action to protect immigrants in the city. Defending poor immigrants is rapidly becoming a top priority for the Catholic Church. Pope Leo has urged American bishops to “speak with one voice” on the issue and this story related that “El Paso bishop Mark Seitz brought Leo letters from desperate immigrant families.” Chicago Cardinal Blase Cupich, also at the meeting with Leo and the union leaders, said that the Pope “wants us to make sure, as bishops, that we speak out on behalf of the undocumented or anybody who's vulnerable to preserve their dignity…We all have to remember that we all share a common dignity as human beings.”* David Ellison, the newly-minted CEO of Paramount, is ploughing ahead with a planned expansion of his media empire. His next target: Warner Bros. Discovery. According to the Hollywood Reporter, Ellison already pitched a deal to WB CEO David Zaslav, but the $20 per share offer was rejected. However, Ellison is likely to offer a new deal “possibly…backed by his father Larry Ellison or a third party like Apollo [Global Management].” There is also talk that he could go directly to the WBD shareholders if the corporate leadership proves unresponsive. If Ellison is intent on this acquisition, he will need to move fast. Zaslav is planning to split the company into a “studios and HBO business,” and a Discovery business, which would include CNN. Ellison is clearly interested in acquiring CNN to help shape newsroom perspectives, as his recent appointment of Bari Weiss as “editor-in-chief” of CBS News demonstrates, so this split would make an acquisition far less of an attractive prospect. We will be watching this space.* In another Ellison-related media story, Newsweek reports Barron Trump, President Trump's 19-year-old son, is being eyed for a board seat at the newly reorganized Tik-Tok. According to this story, “Trump's former social media manager Jack Advent proposed the role at the social media giant, as it comes into U.S. ownership, arguing that the younger Trump's appointment could broaden TikTok's appeal among young users.” Barron is currently enrolled in New York University's Stern School of Business and serves as an “ambassador” for World Liberty Financial, the “Trump family's crypto venture.” TikTok U.S., formerly owned and operated by the Chinese company ByteDance, is being taken over by a “consortium of American investors [including Larry Ellison's] Oracle and investment firm Silver Lake Partners,” among others.* As the government shutdown drags on, the Trump administration is taking the opportunity to further gut the federal government, seeming to specifically target the offices protecting the most vulnerable. According to NPR, “all staff in the [Department of Education] Office of Special Education and Rehabilitative Services (OSERS), with the exception of a handful of top officials and support staff, were cut,” in a reduction-in-force or RIF order issued Friday. One employee is quoted saying “This is decimating the office responsible for safeguarding the rights of infants, toddlers, children and youth with disabilities.” Per this report, OSERS is “responsible for roughly $15 billion in special education funding and for making sure states provide special education services to the nation's 7.5 million children with disabilities.” Just why exactly the administration is seeking to undercut federal support for disabled children is unclear. Over at the Department of Health and Human Services, headed by Secretary Robert F. Kennedy Jr., HHS sent out an RIF to “approximately 1,760 employees last Friday — instead of the intended 982,” as a “result of data discrepancies and processing errors,” NOTUS reports. The agency admitted the error in a court filing in response to a suit brought by the employees' unions. Even still, the cuts are staggering and include 596 employees at the Centers for Disease Control and Prevention and 125 at the Substance Abuse and Mental Health Services Administration, to name just a few. This report notes that other agencies, including the Departments of Justice, Treasury and Homeland Security all sent out inaccurately high RIFs as well.* The Lever reports Boeing, the troubled airline manufacturer, is fighting a new Federal Aviation Administration rule demanding additional inspections for older 737 series planes after regulators discovered cracks in their fuselages. The rule “would revise the inspection standards…through a regulatory action called an ‘airworthiness directive.'...akin to a product recall if inspectors find a defective piece of equipment on the plane…in [this case] cracks along the body of the plane's main cabin.” The lobbying group Airlines for America is seeking to weaken the rule by arguing that the maintenance checks would be too “costly” for the airline industry, who would ultimately have to bear the financial brunt of these inspections. Boeing is fighting them too because such a rule would make airlines less likely to buy Boeing's decaying airplanes. As this report notes, Transportation Secretary Sean Duffy – who oversees the FAA – “previously worked as an airline lobbyist…[and] Airlines for America recently selected the former Republican Governor of New Hampshire, Chris Sununu to be their chief executive officer.”* In more consumer-related news, Consumer Reports has been conducting a series of studies on lead levels in various consumer products. Most recently, a survey of protein powders and shakes found “troubling levels of toxic heavy metals,” in many of the most popular brands. They write, “For more than two-thirds of the products we analyzed, a single serving contained more lead than CR's food safety experts say is safe to consume in a day—some by more than 10 times.” Some of these products have massively increased in heavy metal content just over the last several years. CR reports “Naked Nutrition's Vegan Mass Gainer powder, the product with the highest lead levels, had nearly twice as much lead per serving as the worst product we analyzed in 2010.” The experts quoted in this piece advise against daily use of these products, instead limiting them to just once per week.* Finally, in a new piece in Rolling Stone, David Sirota and Jared Jacang Maher lay out how conservatives are waging new legal campaigns to strip away the last remaining fig leaves of campaign finance regulation – and what states are doing to fight back. One angle of attack is a lawsuit targeting the restrictions on coordination between parties and individual campaigns, with House Republicans arguing that, “because parties pool money from many contributors, that ‘significantly dilutes the potential for any particular donor to exercise a corrupting influence over any particular candidate' who ultimately benefits from their cash.” Another angle is a lawsuit brought by P.G. Sittenfeld, the former Democratic mayor of Cincinnati – who has already been pardoned by Trump for accepting bribes – but is seeking to establish that “pay-to-play culture is now so pervasive that it should no longer be considered prosecutable.” However, the authors do throw out one ray of hope from an unlikely source: Montana. The authors write, “Thirteen years after the Supreme Court gutted the state's century-old anti-corruption law, Montana luminaries of both parties are now spearheading a ballot initiative circumventing Citizens United jurisprudence and instead focusing on changing state incorporation laws that the high court rarely meddles with.The measure's proponents note that Citizens United is predicated on state laws giving corporations the same powers as actual human beings, including the power to spend on politics. But they point out that in past eras, state laws granted corporations more limited powers — and states never relinquished their authority to redefine what corporations can and cannot do. The Montana initiative proposes to simply use that authority to change the law — in this case, to no longer grant corporations the power to spend on elections.” Who knows if this initiative will move forward in Montana, but it does provide states a blueprint for combatting the pernicious influence of Citizens United. States should and must act on it.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe
My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the most nuanced framework I've encountered for understanding US-China competition. We explore a critical asymmetry: it's far harder for the US to rebuild manufacturing capacity than for China to improve scientific research, with profound implications for AI, national security, and investment returns. For investors, Dan explains the "ByteDance problem"—why exceptional Chinese companies trade at massive discounts due to Communist Party unpredictability and geopolitical risks. He argues China is a "high agency" society that executes relentlessly while America deliberates endlessly, yet also reveals the societal cost. We discuss innovation, state capacity, and investing across both superpowers. Please enjoy my conversation with Dan Wang. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:55) China's Engineering State and Social Engineering (00:12:15) US-China Competition: Innovation and Manufacturing (00:19:41) The Future of US and China: Technological and Economic Perspectives (00:25:22) Cultural and Work Ethic Comparisons (00:39:09) Investing in China: Opportunities and Risks (00:44:43) Future Equilibrium States Between US and China (00:48:32) China's High Agency and Infrastructure (00:49:58) Lawyerly Tendencies in US Society (00:53:41) Comparing US and Chinese Societal Structures (00:57:59) China's Historical Lessons and Future Prospects (01:10:39) AI and Technological Competition (01:15:30) Vertical Integration in Chinese Companies (01:26:39) The Kindest Thing
TikTok exploded to popularity not by giving users what they asked for—but by figuring out what users really were interested in, and serving that. What happens to this algorithm if Bytedance cedes control of it to the U.S.? Guest: Emily Baker White, senior writer at Forbes and the author of Every Screen on the Planet: The War Over TikTok Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices