Podcasts about capx

Are Britain's doctors striking based on a broken metric? Economist Andrew Lilico says RPI—the measure unions love—is complete NONSENSE compared to CPI. Policy analyst Francois Valentin agrees, claiming you'd be hard-pressed to find ANY profession with real wage growth since 2008 using that number.Then we turn to the EU's silent acceptance of Trump's tariffs. Lilico calls it a political HUMILIATION. Valentin says it shatters the Brexit-era myth that being part of a big bloc makes you stronger.Finally, we dive into a bold new idea: could Britain bring back global wealth with laser-focused tax breaks? It's controversial, it's strategic — and it might just work.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Michael Moore, chief executive of the British Private Equity and Venture Capital Association, takes aim at the lazy caricatures and media misfires that still dominate public perceptions of private equity. Far from asset-stripping villains, today's private capital investors are quietly powering British enterprise — backing thousands of SMEs, creating jobs, driving productivity, and helping build a more resilient, innovative economy.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

As Sir James Cleverly returns to the front bench, Marc Sidwell is joined by City AM's Alys Denby and writer and academic Andrew Tettenborn to assess what the move signals for the opposition—and whether it can sharpen its message ahead of the next election.Also on the agenda: why the government is reviving the pensions commission, and what it means for the millions quietly undersaving for retirement. And why did green groups turn on the Planning and Infrastructure Bill? Plus: as the mercury rises, we ask whether Britain's aversion to air conditioning is a principled stand—or simply a failure of political imagination. From the machinery of Westminster to the cool comforts of modern living, tune in for a clear-eyed look at how policy impacts the real world.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Independent economist Damian Pudner offers a crisp, clear-eyed warning from the heart of Britain's fiscal landscape. As Chancellor Rachel Reeves sets out her vision for a re-energised economy, the real question remains: how will we pay for the modern British state?Pudner traces the quiet stirrings of market unease—from rising gilt yields to the spectre of fiscal dominance—and explains why Britain's debt trajectory is sounding alarms. With the tax burden at a 70-year high and productivity stagnating, he makes a practical case for sharper, leaner government over ever-higher spending.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

With Donald Trump threatening sweeping new tariffs on the EU, the European Commission warns that transatlantic trade could become “almost impossible” — a shock that would rattle supply chains and plunge business leaders into uncertainty. As economic forecasters grapple with volatility in Washington, we ask: is America heading for Reagan-style renewal or Carter-era stagflation? Back in Britain, Kemi Badenoch has sounded the alarm over spiralling welfare costs, warning that the UK is turning into a “welfare state with an economy attached.” Can the system be reformed to encourage work and protect the public finances? CapX editor Marc Sidwell is joined by Dominic Pino of the National Review Institute and CapX contributor Harry Phibbs for a deep dive into the mounting risks facing the global economy.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Karl Williams reflects on the life and legacy of Norman Tebbit — the Conservative bruiser, RAF veteran, and Thatcherite stalwart who helped reshape Britain in the 1980s. Often caricatured as the hardman of the Tory right, Tebbit was also a principled, articulate statesman with a surprising hinterland. From his famed “on yer bike” quip to his decision to give up power for love, this is a personal and political tribute to one of the greatest prime ministers Britain never had.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

A new poll finds voters see Sir Keir Starmer's government as every bit as chaotic as the last. Can Labour regain its footing? Meanwhile, Jeremy Corbyn eyes a comeback—does his latest venture hint at a socialist revival? And as the NHS unveils a new ten-year plan, we ask: why does it all sound so familiar? Albie Amankona and Julian Jessop join host Marc Sidwell to unpack the week's economic headlines.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

The markets have made their judgment—and it's far from flattering. As gilt yields climb and confidence wanes, Chancellor Rachel Reeves is facing a fiscal storm of her own making. Economist Damian Pudner weighs in on Labour's deepening credibility crisis, arguing that the era of cost-free politics is drawing to a close. With pressure mounting on both the Treasury and No. 10, the question is no longer whether taxes will rise, but how swiftly and by how much. The Chancellor is running out of road, the Prime Minister is newly vulnerable—and the world is watching.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Does Zohran Mamdani's shock rise in New York politics suggest that wealth taxes are back on the agenda? Plus: what does Labour's welfare cuts u-turn say about the government's economic credibility? And why economic arguments keep falling flat with voters—and how we can change the conversation. Marc Sidwell is joined by Reem Ibrahim from the Institute of Economic Affairs and Henry Hill of Conservative Home for a fast-paced look at the shifting political landscape.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Marc Sidwell dissects the Reform's shaky new tax proposal, the backlash against expert critique, and what it all says about the state of political debate. From Britain's fragile finances to America's protectionist turn, CapX's editor makes the case for returning to a more grounded, common-sense approach to economics — one that recognises trade-offs, not magical solutions.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Oil prices are on the rise following US strikes on Iranian nuclear sites — with fears mounting over how Tehran might retaliate. Marc Sidwell is joined by Daniel Freeman of the Institute of Economic Affairs to assess the economic fallout. Plus: the government makes lower energy costs the centrepiece of its new industrial strategy, but will it be enough to spark real growth? And with inflation easing and confidence wavering, is it finally time to cut interest rates?Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Coventry's sleek new very-light-rail system is now in test mode, with 2,000 residents invited aboard. In this special Despatch, policy thinker Samuel Hughes explores how the project could offer a smarter, faster — and much cheaper — way to deliver public transport in Britain. Could this be the blueprint for the future of urban mobility?Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

CapX editor Marc Sidwell is joined by economist Andrew Lilico and political strategist John Oxley to unpack a volatile moment in the global economy. From the fallout of Israel's escalating conflict with Iran to the knock-on effects of surging oil prices, we take stock of the risks facing markets—and what they could mean for Britain. Closer to home, Chancellor Rachel Reeves presses ahead with a £113bn infrastructure plan, even as welfare cuts spark unease within Labour ranks. Plus: Britain's productivity problem is back in the spotlight. Are we too squeamish about automation—and is now the moment for a bold leap into the robot age?Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Economist Andrew Lilico casts a sharp eye over the Chancellor's first Spending Review — and finds it lacking. Beyond the rhetoric, the message is sobering: health spending is set to surge while almost every other department faces quiet, compounding cuts. The NHS will grow to dominate Britain's public finances — even as Rachel Reeves eyes new tax rises to make the numbers add up. So, what happens when the backlash begins? Tune in for a clear-eyed take on the week's most important speech.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

With the Chancellor's spending review looming, ministers are jostling for funds. But with public services under pressure and growth still sluggish, is the government backing the right bets? Plus: what's really behind Reform UK's rise in the polls? As support swells in areas hit hardest by poverty, our guests unpack the party's shifting economic message — and what it reveals about voter discontent in Labour heartlands. CapX's Marc Sidwell is joined by Maxwell Marlow of the Adam Smith Institute and Alys Denby from City AM for a brisk tour through the week's economic flashpoints — and what they mean for Britain's political future.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Former Chancellor Jeremy Hunt offers a spirited defence of Britain's open-market tradition — and a sharp rebuke of Trump's tariff tactics. As the world shrugs off ‘Liberation Day', Hunt argues it's not America but open economies like Britain that are poised to thrive. With historical perspective and policy punch, he lays out why trade still matters, how globalisation lifted billions out of poverty, and why the UK can lead again — if it chooses to stay open. Despatch is our weekly highlight of the best writing from CapX's daily briefings, brought to you by the team behind The Capitalist.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

President Trump's tariff blitz hits a legal snag — but he's showing no signs of backing down. Marc Sidwell is joined by National Review Institute's Dominic Pino and the journalist Harry Phibbs to assess what comes next for transatlantic trade. Plus: can Britain turn Washington's assault on academia into an opportunity? And as China races ahead in the humanoid AI stakes, could Britain still take a seat at the table?Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

What does chasing a wheel of cheese down a dangerously steep hill say about Britain — and the state? In this Despatch, James Price of the Adam Smith Institute finds wisdom in one of our most eccentric traditions: Gloucestershire's infamous cheese rolling. What begins as a bruising ritual becomes a spirited case for liberty, localism, and limited government. A celebration of chaos, cheese, and the virtues of keeping Westminster well out of it.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

A special edition on the future of Britain's high streets. As department stores disappear and civic spaces fall silent, we ask: what's next for the beating heart of our towns?Samuel Hughes, an editor at Works in Progress and fellow at the Centre for Policy Studies, joins us to explore practical ways to revive our high streets. From imaginative public services to smarter regeneration strategies, we consider whether it's time to think beyond retail — and reimagine what town centres can truly be.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

This week's Despatch offers a sharp warning to the Conservative Party from inside the tent. Former Tory candidate William Wellesley argues that the answer to Reform UK's rise isn't mimicry — it's honesty. In a measured but damning critique, Wellesley calls out decades of spin, soundbites and shallow promises from across the political spectrum — and urges the Tories to break the cycle. Only by confronting hard truths, he argues, can the party survive and serve.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Karl Williams of the Centre for Policy Studies and economist Julian Jessop take a clear-eyed look at the politics and economics of migration. Two decades ago, the UK opened its doors to eastern Europe. A modest prediction of 13,000 arrivals became 1.5 million — a shift that continues to shape British politics. Now, with Reform UK on the rise, Labour is gambling that stricter immigration controls will steady the ship. But is it a calculated correction — or a political trap? Meanwhile, as Keir Starmer welcomes EU leaders to London, Downing Street promises a deal for growth, jobs and border security. But beyond the soundbites, what does a post-Brexit success story really look like?Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

In this week's Despatch, Karl Williams of the Centre for Policy Studies unpacks Labour's long-awaited immigration white paper — and asks whether anything's really changed. From sky-high net migration targets to fudged visa reforms and a rebrand of the widely abused ‘shortage occupation' list, Labour's plans are long on rhetoric but risk being short on action. Worse still, the numbers show that even now, the UK's immigration model remains historically unprecedented, economically unsustainable, and politically combustible. Will Labour's technocratic tinkering bring about genuine reform — or is it just more of the same? This is a clear-eyed look at the promises, the policy and the political price of failure.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

Harry Phibbs takes a scalpel to Britain's new free trade deal with India. Is it a triumph for post-Brexit Britain — slashing tariffs, boosting growth, and bringing down prices? Or does the small print on visas and taxes muddy the waters? From trade triumphs to immigration tensions, Phibbs unpacks the political spin and the economic reality — and explains why, despite the noise, this deal matters. Despatch brings you the best writing from CapX, the unmissable daily briefing on politics and economics from the heart of Westminster. Don't miss the next edition of our podcast, The Capitalist, this Tuesday. Hosted on Acast. See acast.com/privacy for more information.

As Chancellor Rachel Reeves treads a delicate path in Washington, Britain finds itself caught between diplomacy and hard economics — will tariff relief be enough to steady the ship? Meanwhile, Apple's dramatic pivot to India signals just how deeply Trump's sweeping trade war is reshaping global business. Could a world less reliant on Beijing ultimately emerge stronger — or simply more fragmented? And with the IMF slashing global growth forecasts, are we witnessing the first signs of a smaller, slower, more isolated future? CapX's deputy editor Joseph Dinnage is joined by James Boys from UCL and commentator Matthew Stadlen to map the risks, the opportunities, and the new world order taking shape. Hosted on Acast. See acast.com/privacy for more information.

A dramatic Saturday recall of Parliament delivers a last-minute reprieve for British Steel — but is it a genuine industrial strategy, or just another short-term fix? Meanwhile in Washington, President Trump promised to revive American manufacturing. But can you really rebuild the past — or is this economic cosplay doomed to fail? Broadcaster Albie Amankona and the IEA's Daniel Freeman join CapX's Marc Sidwell to ask a vital question — can Britain resist the noise and rediscover the quiet power of centre-right pragmatism? Hosted on Acast. See acast.com/privacy for more information.

What happens when the world's biggest economy slams the brakes on global trade? In just weeks, Donald Trump's tariff blitz has shattered decades of US-led liberalisation — and the fallout is only just beginning. As prices creep higher and wallets tighten, will the political backlash bite harder than the economic one? And in the UK, could fiscal fear turn into fiscal flair? CapX editor Marc Sidwell is joined by the IEA's Reem Ibrahim and Dominic Pino of the National Review Institute to explore whether this era of upheaval might just offer the chance to rewrite the economic rulebook. Hosted on Acast. See acast.com/privacy for more information.

As the world shifts and alliances evolve, could a partnership between Canada, Australia, New Zealand, and the UK form a Fourth Global Power? While CANZUK wouldn't rival the US militarily, its collective strength would command the kind of respect that Washington—especially under leaders like Trump—reserves for serious players. With global instability on the rise, the economist Andrew Lilico asks whether it's time to make this alliance official. Despatch is a fresh addition to The Capitalist, bringing you the sharpest insights from CapX's daily bulletins. Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Vaibhav Tyagi from Capx.ai discusses the evolution and significance of AI agents within the crypto ecosystem. He shares his background in product development and how he transitioned into the crypto space, emphasizing the intersection of AI and blockchain technology.Being an Actively Validated Service on both EigenLayer and Symbiotic, Tyagi explains why this choice was made and what the benefits behind it are. Tyagi explains the concept of autonomous AI agents, their differences from traditional bots, and the potential they hold for the future. He also outlines Capx.ai's role in facilitating the development and deployment of AI agents, highlighting the importance of a dedicated blockchain for these agents and the need for seamless user experiences in the crypto space. In this conversation, Tyagi from Capx.ai discusses the innovative features of Capx chain, focusing on tokenization for AI agents, the integration of Capx Cloud with both Web2 and Web3 solutions, and the importance of decentralization. He elaborates on the roadmap for Capx, including the upcoming mainnet launch and the significance of revenue metrics for AI agents. The discussion also touches on the intriguing world of meme coins and their impact on the crypto landscape.PODCAST INFO:

With US support for Ukraine waning, can Europe step up before the situation spirals? Plus, are Trump's tariffs making Washington a volatile trading partner? And what lessons could the UK take from Texas on prison reform? CapX's editor Marc Sidwell is joined by Frances Lasok from the Conservative Policy Forum and Conservative Home's Harry Phibbs to unpack the latest political currents and market movements. Hosted on Acast. See acast.com/privacy for more information.

As Trump humiliates Zelensky, has Washington quietly decided to switch sides? In this Despatch, Bruce Anderson dissects a moment of historic uncertainty—one that rivals the upheaval of the post-Pearl Harbor years. With Europe forced to rethink its reliance on US protection and negotiations with Moscow looming, what comes next for Ukraine, NATO, and the global balance of power? Despatch is a fresh addition to The Capitalist, bringing you the best writing from CapX's unmissable daily email briefings. Hosted on Acast. See acast.com/privacy for more information.

Microsoft's Satya Nadella says it's time to separate AI's real impact from the noise: true success isn't measured in viral demos but in global GDP growth. So, is AI delivering—or are we buying into a bubble? Meanwhile, Donald Trump's approval ratings are slipping as household costs rise. And as MPs swap rigorous debate for social media grandstanding, is Britain's parliamentary discourse losing its edge? CapX editor Marc Sidwell is joined by Matthew Stadlen and Dominic Pino to dissect the week's biggest stories. Hosted on Acast. See acast.com/privacy for more information.

In an age of soundbites and social media grandstanding, has real Parliamentary debate become obsolete? Barrister Harry Gillow cuts through the noise to examine why scrutiny still matters—and what happens when lawmakers fail to do their job. From botched bills to rushed legislation, we expose the cracks in the system and the consequences for Britain's future. Fast, sharp, and unfiltered—Despatch brings you the best writing from CapX, your essential daily breakdown of the political decisions shaping the country. Brought to you by The Capitalist, new episodes drop every Tuesday. Hosted on Acast. See acast.com/privacy for more information.

Is Britain losing its edge? While US entrepreneurs are launching rockets, breaking the sound barrier, and rewriting the rules of innovation, the UK is stuck in a cycle of red tape and hesitation. Ross Kempsell, member of the House of Lords, delivers sharp, no-nonsense analysis on why Britain must embrace a bold, founder-first mindset—or risk falling further behind. Despatch is a fresh addition to The Capitalist, bringing you standout writing. This article was read by Benjamin Wilson. Follow Ross Kempsell and CapX on X for more sharp insights. And for unmissable analysis straight from Westminster, subscribe to CapX's daily briefings. Hosted on Acast. See acast.com/privacy for more information.

The new Government faces a tall order: it must deliver on the same growth promises others have made, but do it better. A tough task, especially with tensions brewing between Rachel Reeves and colleagues pushing their own agendas.Despatch is a fresh addition to The Capitalist, delivering standout writing from the team behind CapX's unmissable daily newsletters. This article was written by independent economist Julian Jessop and narrated by Benjamin Wilson. For more sharp analysis like this, subscribe to CapX's daily briefings straight from the heart of Westminster. Hosted on Acast. See acast.com/privacy for more information.

With a healthy majority in Parliament, what's stopping Britain's Government from enacting the kind of sweeping policy changes we're seeing in the United States? Michael Binyon from The Times and the National Review Institute's Dominic Pino share their insights, plus: will tariffs force Putin's hand in Ukraine? And how can we restore consumer optimism in Britain?Follow Dominic Pino and CapX on X, and make sure you're subscribed to CapX's unmissable daily briefings from the heart of Westminster. Hosted on Acast. See acast.com/privacy for more information.

Extending an existing runway at Heathrow is a solution more economical and environmentally astute than constructing an entirely new third runway. It would result in lower carbon emissions, reduced noise pollution, and its implementation would be phased – a blueprint of pragmatic innovation. So why has the proposal been ensnared in a years-long labyrinth of bureaucratic complexity?Despatch is a fresh addition to The Capitalist, delivering standout writing from the team behind CapX's indispensable daily briefings. This article was written by George Trefgarne, CEO and Founder at Boscobel & Partners, and read by Benjamin Wilson. For more sharp insights and thoughtful commentary, subscribe to CapX's daily briefings. And don't miss the new episodes of The Capitalist every Tuesday. Hosted on Acast. See acast.com/privacy for more information.

Can Britain strike a deal with President Trump and avoid the looming tariff trap? Why are leaders in the UK and the US falling short of the so-called "Reagan test"? And, could the UK be on the cusp of creating its own billion-pound tech titan? Join Douglas Carswell from the Mississippi Centre for Public Policy and author of The Conservative Futurist, James Pethokoukis, as we delve into crucial questions and explore how free market principles can pave the way for future prosperity.Follow Douglas and James on X, and make sure you're subscribed to CapX's unmissable daily briefings from the heart of Westminster. Hosted on Acast. See acast.com/privacy for more information.

As rents climb ever higher, you'd think the Government would aim to make renting easier. Yet the new Renters' Rights Bill threatens to do just the opposite. Instead of delivering on its promises, the legislation risks making the rental market less accessible and less equitable.Despatch is a fresh addition to The Capitalist, delivering standout writing from the team behind CapX's indispensable daily briefings. This article was written by Reem Ibrahim and read by Benjamin Wilson. For more sharp insights and thoughtful commentary, subscribe to CapX's daily briefings. And don't miss the new episodes of The Capitalist every Tuesday. Hosted on Acast. See acast.com/privacy for more information.

In this debut edition of The Capitalist: a bold new political movement takes aim at red tape to get Britain building, the Chancellor faces criticism over an economy teetering on the edge, and the Conservatives grapple with the path to reinvention. Insightful, sharp, and always forward-looking.Find out more about Looking for Growth by visiting their website. And make sure you're subscribed to CapX's unmissable daily briefings from the heart of Westminster. Hosted on Acast. See acast.com/privacy for more information.

Despatch is a fresh addition to The Capitalist, delivering standout writing from the team behind CapX's indispensable daily briefings. In this debut edition, Emma Revell, External Affairs Director at the Centre for Policy Studies, explores why the case for conservatism must be reimagined and communicated in a language that resonates with modern audiences. And don't miss the premiere of The Capitalist, our new weekly podcast, launching next week.This article was written by Emma Revell and read by Benjamin Wilson. For more sharp insights and thoughtful commentary, subscribe to CapX's daily briefings. Hosted on Acast. See acast.com/privacy for more information.

A preview of The Capitalist, a new podcast from the team behind CapX's unmissable daily briefings from the heart of Westminster. Join sharp minds from business, politics, and beyond for intelligent debate and optimistic conversations about building a brighter, market-driven future for Britain. Subscribe now so you don't miss the series premiere in January, 2025. Hosted on Acast. See acast.com/privacy for more information.

BG2Pod with Brad Gerstner and Bill Gurley : Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft's CEO, Advice for CEO's, Microsoft's Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, Infinite Memory, CoPilot, Microsoft's Capital Expenditure, Open AI's future, AI safety & more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (01:31) Becoming Microsoft CEO (06:42) Satya's Memo to CEO Committee  (10:42) Satya's Advantage as a CEO (11:34) Advice for CEOs (15:01) Microsoft's Investment in OpenAI (19:42) AI Arms Race (23:55) Legacy Search and Consumer AI (28:07) The Future of AI Agents (38:32) Near-Infinite Memory (39:47) Copilot Approach to AI Adoption (50:26) Leveraging AI within Microsoft (56:03) CapX (01:00:20) The Cost of Model Scaling and Inference (01:15:15) Open AI Conversion to Profit (01:18:05) Next Steps for OpenAI (01:19:43) Open vs. Closed and Safe AI Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod #BillGurley #BradGerstner #Bg2Pod

BG2Pod with Brad Gerstner and Bill Gurley Key Takeaways  The basics of business strategy: Recognize your structural position in the market, understand where you have permission in the market from your partners and customers who want you to win, and then do those obvious things first “I think the company of this generation has already been created, which is OpenAI.” – Satya Nadella To properly evaluate the AI arms race, you have to analyze it structurally by layer The year 2025 will be the year of infinite AI memory; the next 10x function of ChatGPT is its having a persistent memory combined with it being able to take action on our behalf Increasingly, Mag-7 capital expenditure resembles industrial companies more so than traditional software companies Continued advancements in the AI tier may collapse the traditional application categories How model capability will increase: Pre-training and test-time sampling create the tokens that can go back into pre-training, which creates even more powerful models that can then run on your inference How to be successful in life and business:Pattern-match periods in which you are successful and in which you are not, then do more of the behaviors that you did during your successful periods Read the full notes @ podcastnotes.orgOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft's CEO, Advice for CEO's, Microsoft's Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, Infinite Memory, CoPilot, Microsoft's Capital Expenditure, Open AI's future, AI safety & more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (01:31) Becoming Microsoft CEO (06:42) Satya's Memo to CEO Committee  (10:42) Satya's Advantage as a CEO (11:34) Advice for CEOs (15:01) Microsoft's Investment in OpenAI (19:42) AI Arms Race (23:55) Legacy Search and Consumer AI (28:07) The Future of AI Agents (38:32) Near-Infinite Memory (39:47) Copilot Approach to AI Adoption (50:26) Leveraging AI within Microsoft (56:03) CapX (01:00:20) The Cost of Model Scaling and Inference (01:15:15) Open AI Conversion to Profit (01:18:05) Next Steps for OpenAI (01:19:43) Open vs. Closed and Safe AI Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod #BillGurley #BradGerstner #Bg2Pod

GUEST 1 OVERVIEW: Greg Swenson is the Chairman of the Republicans Overseas UK.  GUEST 2 OVERVIEW: Tim Scott is Treasurer of The Freedom Association and a former Captain in The Queen's Fusiliers. GUEST 3 OVERVIEW: Lee Slaughter is a former political candidate, standing in two UK Parliamentary elections and once for the European Parliament. He is a political analyst and commentator focusing on the organisations, structures and the multiplicity of individual agendas that make up the New World Order. From UN Agenda 21, to the Club of Rome, WHO, World Economic Forum and how these agencies work together with banks, media Big-Tech to subvert Governments and economies. GUEST 4 OVERVIEW: Dr Rakib Ehsan is the author of Beyond Grievance: what the Left gets wrong about ethnic minorities (June 2023). Currently a columnist at spiked, he has also written for the Telegraph, the Daily Mail, the Sun, the Spectator, the Independent, the Scotsman, the Jewish Chronicle, UnHerd, and CapX. Rakib is also a regular guest on GB News and talkRadio's Independent Republic of Mike Graham, and has also featured on Sky News, ITV's Good Morning Britain, BBC Newsnight and BBC Sunday Morning Live. Establishing himself as a prominent British authority on matters of racial identity and social integration, Rakib has consulted influential UK parliamentarians and policymakers on race relations and community relations.

On today's show, Dan Astin-Gregory discusses the latest WHO tyranny and the upcoming "Road to Geneva" tour to oppose the WHO power grab. GUEST 1 OVERVIEW: Dan Astin-Gregory is an entrepreneur, strategist and inspirational thought leader. Dan founded Elevate MEDIA and is the host of the Elevate Podcast which is on a mission to make sense of the critical issues facing humanity. X: @danastingregory GUEST 2 OVERVIEW: Dr Rakib Ehsan is the author of Beyond Grievance: what the Left gets wrong about ethnic minorities (June 2023). Currently a columnist at spiked, he has also written for the Telegraph, the Daily Mail, the Sun, the Spectator, the Independent, the Scotsman, the Jewish Chronicle, UnHerd, and CapX. Rakib is also a regular guest on GB News and talkRadio's Independent Republic of Mike Graham, and has also featured on Sky News, ITV's Good Morning Britain, BBC Newsnight and BBC Sunday Morning Live. Establishing himself as a prominent British authority on matters of racial identity and social integration, Rakib has consulted influential UK parliamentarians and policymakers on race relations and community relations.

Aliona Hlivco is Managing Director at The Henry Jackson Society and Advisory Council Member at Coalition for Global Prosperity. Aliona a Former Ukrainian MP. Regular contributor to The Russia and Eurasia Programme at Chatham House, as well as Monocle24, CapX and is a TEDx Speaker. She is also a Guest Lecturer and Senior Consultant at Atticus Partners. ---------- LINKS https://twitter.com/aliona_hlivco https://www.linkedin.com/in/aliona-hlivco/ https://twitter.com/HJS_Org https://henryjacksonsociety.org/staff/aliona-hlivko/ ---------- SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------

It's hot in the Mediterranean and James and Toby discuss the recent forest fires in Greece and whether climate change or arsonists are to blame. This triggers an argument (From these two? Really?) about whether there are enough honest journalists left to expose such wrongdoing and that, in turn, leads to a heated discussion about whether the journalist Ross Clark is a genuine climate contrarian because concedes that the world has got a little bit warmer in the past 150 years.We then segue into a discussion of their holidays this year, both those they've already had and those they are planning, with James saying he may go to Amsterdam which leads to agreement that cannabis should probably not be legalised.Finally, in Culture Corner, James discusses the new University Challenge, as well as having almost finished Anna Karenina – which he declares the best novel he's ever read – while Toby gives a lukewarm review to Hijack.Opening sound this week is CapX editor discussing Michael Gove's backtracking on Net Zero.

Special guest Jason Meyer aka CapX on Twitter joins Rick to discuss this year's Zip Em Up team, a potential alumni Crosstown Shootout, what's next with the Roll Blob Podcast, the 2023-24 non-conference schedule announcement, and what to expect from this year's Xavier team. Follow Jason on Twitter: https://twitter.com/capx34

#649. This week Ed talks to James Harris, a writer who is a regular commentator on the intersection of politics, culture and football, including a recent piece in CapX on sportswashing.If you are interested in supporting the show and accessing exclusive bonus episodes, check out our Patreon page. Keep us ad free - Friend of the Show status for just £1.No Question About That is available on Apple, Google, Stitcher, Spotify, Amazon and all podcast apps. Hit that subscribe button, leave a rating and write us a review. Hosted on Acast. See acast.com/privacy for more information.

Ever wondered how to perfect your pro forma budgeting for real estate investments? This episode is a goldmine of valuable insights as we sit down with seasoned broker and senior managing director at Greysteel, Doug Banerjee. Doug generously shares his expertise on everything from calculating reserves to avoiding common pro forma mistakes, as well as the importance of vetting your general partner and management team before investing in a property.As we dive deeper into the world of real estate investing, Doug enlightens us on the impact of scale, supply chain issues, and inflation, and why it's essential to consult a tax expert when considering real estate taxes and insurance. We also explore the differences between in-house and third-party management, discussing the pros and cons of each, and learn about the dramatic increase in payroll growth over the past decade.Closing out this information-packed episode, Doug shares his personal metric of finding a balance between work and family, while also touching on the significance of vendor connections, pricing power, and the size and geography of your business. We also delve into the typical amount of reserves operators have in place from day one, and the crucial aspect of budgeting for CAPX projects. Don't miss this fantastic opportunity to learn from an industry expert and level up your real estate investment strategies.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow