Podcasts about Carvana

TOPIC: Auto Industry News PANEL: Kalea Hall, Reuters; Luke Ramseth, The Detroit News; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

Shoot us a Text.Episode #1291: An activist investor pushes CarMax to overhaul its digital game, Carvana accelerates same-day delivery into Los Angeles, and Lucid rolls out CarPlay and Android Auto updates while resetting its software strategy. Activist investor Starboard Value is turning up the heat on CarMax's incoming CEO, arguing the used-car giant has plenty of untapped potential, and they've got a $350 million stake to back up that opinion.Starboard sent a letter to CEO-elect Keith Barr calling out CarMax for falling short, and pushing for a streamlined online trade-in process and better digital conversion rates.The firm wants SG&A expenses capped at 70–75% of gross profit, and believes modest price cuts of $100–$300 per vehicle could restore competitiveness.Starboard is also nominating two board members, including its own CEO Jeffrey Smith, signaling this is more than a suggestion.Analysts at Truist agree there's room to improve, but warn that gaining ground on Carvana while cutting costs at the same time won't be easy."If CarMax can get its flywheel moving again as Starboard talked about, then I think the stock would be drastically higher than it is today," said Morningstar analyst David Whiston.Carvana is taking its same-day delivery service to the City of Angels, and if you thought they were already moving fast, Los Angeles is about to find out what that really means.Carvana has rolled out same-day vehicle delivery to the Los Angeles metro area, letting eligible customers go from online checkout to driveway delivery in a matter of hours.Customers looking to sell can also get same-day pickup or drop-off after completing an online appraisal — making the whole transaction, buy or sell, a same-day affair.LA joins Sacramento and San Diego, making California one of the more saturated same-day markets, with Carvana now operating the service across 20 states nationwide.Lucid Motors is delivering some good news to Gravity SUV owners just in time for its investor day. After a rough few months of software headaches, it's a welcome update.Lucid is pushing a software update to North American Gravity SUV owners Thursday that enables Apple CarPlay and Android Auto, with European and Middle East owners getting it in late March.The features have been available on the Lucid Air sedan for some time, but the Gravity has had a rocky software rollout, significant enough that Lucid's interim CEO issued a public apology to owners.Lucid recently parted ways with several top software leaders and last month laid off 12% of its workforce.Today's show is brought to you by iPacket Value. From accurate MSRP validation to smarter merchandJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

- Oil and Aluminum Prices Surging Again - China Car Sales Drop 26% - Tesla Rebounds in China, Robots Coming Soon - Carvana Buys Stellantis Stores, Dealers Don't Like It - Honda Cancels EVs, Takes $16 Billion Hit - Nissan, Uber, Wayve Pilot Robotaxis in Tokyo - Changan's 80MPG Non-Plug-In Hybrid - Joby Aviation Moves Closer to eVTOL Services - Chinese Electric Heavy Trucks Invade Europe - New Kia Telluride Hybrid Debuts at $46K

- Oil and Aluminum Prices Surging Again - China Car Sales Drop 26% - Tesla Rebounds in China, Robots Coming Soon - Carvana Buys Stellantis Stores, Dealers Don't Like It - Honda Cancels EVs, Takes $16 Billion Hit - Nissan, Uber, Wayve Pilot Robotaxis in Tokyo - Changan's 80MPG Non-Plug-In Hybrid - Joby Aviation Moves Closer to eVTOL Services - Chinese Electric Heavy Trucks Invade Europe - New Kia Telluride Hybrid Debuts at $46K

Today I'm joined by John Hiester, Dealer Principal at John Hiester Automotive Group. In this conversation, we discuss how video and AI are transforming sales and F&I coaching, why Hiester moved toward salaried “product specialists,” and how diversification—from parts distribution to real estate—creates new stability beyond vehicle sales. This episode is brought to you by: 1. Lotlinx - Meet LotGPT, your AI Inventory Strategist built exclusively for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT analyzes live inventory, real-time market supply, and shopper demand to surface risk and opportunity VIN by VIN. It reveals competitive insights, shopper behavior, and pricing dynamics, and even identifies underperforming VDPs with merchandising recommendations to boost conversion without cutting price. Put LotGPT to work for your dealership today, totally free, @ here. 2. Openlane - The world's best online dealer marketplace for used cars, bringing you exclusive inventory, simple transactions, and better outcomes. If you've never used OPENLANE before, or it's been a while since you have, you're eligible to earn up to $2,500 in buy or sale fee credits. Learn more @ here. 3. CDG Recruiting - Hire top dealership talent, fast. From sales managers to GMs and C-suite execs, we've placed over 1,000 roles across auto retail. Ready to scale without the hassle? Visit @ https://www.cdgrecruiting.com/ to get started. Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cdgcircles.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 04:20 Videoing F&I added $600 per deal instantly. 08:20 Videotaping transactions unlocked $600 more per deal. 11:50 "You get what you settle for". 16:45 Carvana buying dealerships is just competition. 19:15 Beating big metro stores from a tiny town. 24:10 Daily red-yellow-green sheets drive accountability. 27:30 Taking cars to customers instead of waiting. 29:20 Stealing college grads from Apple with a program. 44:50 The employee who almost quit and stayed. Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

- Rising Oil Prices Threaten Automaker Sales and Guidance - Iran War Risks Canceling Formula 1 Races - China Allocates Billions for New Auto Trade-In Program - European Automakers Seek More Relief from Emission Rules - Ford February Sales Drop as Model Lineup Shifts - Carvana Shares Up Despite Year to Date Decline - Chrysler CEO Change Raises Questions About Brand Future - BYD Unveils Ultra-Fast Five Minute EV Charging - U.S. EV Charging Stations Expand Despite Sales Slump - Bridgestone Measures Environmental Impact of Tires

- Rising Oil Prices Threaten Automaker Sales and Guidance - Iran War Risks Canceling Formula 1 Races - China Allocates Billions for New Auto Trade-In Program - European Automakers Seek More Relief from Emission Rules - Ford February Sales Drop as Model Lineup Shifts - Carvana Shares Up Despite Year to Date Decline - Chrysler CEO Change Raises Questions About Brand Future - BYD Unveils Ultra-Fast Five Minute EV Charging - U.S. EV Charging Stations Expand Despite Sales Slump - Bridgestone Measures Environmental Impact of Tires

Shoot us a Text.Episode #1284: Today we're looking at Carvana quietly buying franchised dealerships, GM reshaping used-car sales around CarBravo, and Google's newest AI image model.Carvana is continuing its quiet march into the franchised dealer world. The online used-car giant just bought another Stellantis dealership near Boston—its sixth in about a year—raising eyebrows across the industry and hinting at a bigger strategy to capture inventory, service revenue, and customer proximity.The company has rapidly built a cluster of CDJR stores across the country including locations in California, Arizona, Georgia, and Texas, spending about $160 million on five of them.Stellantis recently added a rule limiting buyers to one CDJR dealership per year, a move some believe may be aimed at slowing consolidation from players like Carvana.Analysts say the strategy likely centers on access to trade-ins, parts, service revenue, and more used-car inventory to feed Carvana's core online business.CEO Ernie Garcia hinted at bigger ambitions saying: “The opportunities around us feel really, really, really big.”In a bid to compete with online disruptors like Carvana, GM is restructuring how its dealers sell pre-owned vehicles. The shift centers on pushing dealers toward GM's CarBravo platform and dramatically expanding what qualifies for a factory-backed warranty.GM is dissolving its long-running certified pre-owned program structure for Chevrolet, Buick, and GMC dealers, asking them to move used vehicle sales under its CarBravo national online marketplace starting in June.Dealers must use CarBravo if they want to sell used GM vehicles with factory-backed warranties, while Cadillac will keep its traditional certified pre-owned program.The program expands eligibility dramatically—even non-GM vehicles and cars up to 15 years old could qualify for warranties, far beyond today's typical five-year CPO limit.GM says the goal is to increase used-car inventory flowing through dealerships and capture demand in a market where 40M used cars sell annually vs. ~16M new vehicles.Mohawk Chevrolet president Andy Guelcher says the platform expanded reach: “I'm talking to people that I've never spoken to before.”Google just rolled out Gemini 3.1 Flash Image—aka Nano Banana 2—combining faster generation with the consistency needed for real production use.Google's Gemini 3.1 Flash Image merges the intelligence of its Pro image model with the speed of its Flash architecture, making high-quality image generation fast enough for everyday workflows.The model pulls real-time knowledge from the web, meaning generated images can reflect current information rather than static training data.It can maintain consistent characters across five people and track up to 14 objects, enabling multi-frame campaigns and repeatable branded assets.Today'Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

- Oil Prices Ease Despite Widening Iran War - Aluminum Prices Up Sharply Due to Iran War - Chinese Car Exports Disrupted by Iran War - February U.S. New Car Sales Mixed - Honda To Ramp Up Fleet Sales - Tesla and IG Metall Headed for A Showdown - Tesla Losing Billions of EV Credits - Stellantis Launches 0% Financing Sales Blitz - GM's CarBravo Battles Carvana For Used Sales

- Oil Prices Ease Despite Widening Iran War - Aluminum Prices Up Sharply Due to Iran War - Chinese Car Exports Disrupted by Iran War - February U.S. New Car Sales Mixed - Honda To Ramp Up Fleet Sales - Tesla and IG Metall Headed for A Showdown - Tesla Losing Billions of EV Credits - Stellantis Launches 0% Financing Sales Blitz - GM's CarBravo Battles Carvana For Used Sales

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Absturz bei Nvidia, einen Rebound bei Software und eine Wende im Warner Brothers Drama. Außerdem geht es um Atlassian, Zscaler, Datadog, Applovin, Crowdstrike, Workday, Salesforce, Opendoor, Intuitive Machines, Carvana, IonQ, Rigetti, Netflix, Paramount Skydance, Allianz, Deutsche Telekom, Münchener Rück (Munich Re), Scout24, Heidelberg Materials, Deutsche Börse, Kion, Hensoldt, Puma, Block (Square), WiseTech, Amazon, Nike, Verizon, Papa Johns, Pinterest, Autodesk, Ebay, UPS, Hypoport, Xtrackers MSCI World Industrials ETF (WKN: A113FN), Amundi S&P World Industrials Screened ETF (WKN: A3DSTE), iShares MSCI Europe Industrials Sector ETF (WKN: A2QBZ6), iShares S&P 500 Industrials Sector ETF (WKN: A142N0). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

I denne uges Aktieuniverset har vi besøg af Kunal Singla, Indien ekspert og founder af COBO Consult, til en spændende snak om Indien, landets økonomiske udvikling og de muligheder, der tegner sig frem. Vi vender også AI Summit og de seneste handelsaftaler. Derudover ser vi nærmere på en række spændende regnskaber, mens Carvana tager et markant maveplasker på markedet. Vi diskuterer også, hvordan Anthropics nyeste udmeldinger potentielt kan presse cybersecurity-industrien. Alt dette og meget mere!   Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset   Denne episode er sponsoreret af investeringsfonden NewDeal Invest. Du kan finde fonden på din danske handelsplatform under PMINDI eller NewDeal Invest. På eToro findes porteføljen NDI-FutureTech. På Fundmarket kan du finde Alpha Tech. Er du virksomhed, kan du investere i hovedfonden via Virksomhedsskatteordningen (VSO). Læs mere på newdealinvest.dk.   Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠     DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (https://www.nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (https://www.saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: https://newdealinvest.dk/risici/ og generelt om investeringsforeningen på www.newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her:https://newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shoot us a Text.Episode #1274: Today we unpack Carvana's push toward 3 million annual sales and what ADESA means for scale, a new study showing used EVs winning on long-term ownership math in a firm wholesale market, and Google's Gemini 3.1 Pro raising the stakes in the accelerating AI arms race.Carvana is doubling down on its bold goal of selling 3 million retail units annually by 2030–2035 — and ADESA is the engine under the hood. After a record 2025, the company says the runway is real.Carvana sold 596,641 vehicles in 2025, up 43%, with revenue jumping 49% to $20.3B. Net income hit a record $1.9B, and Q4 adjusted EBITDA reached $511M.CEO Ernie Garcia outlined a four-part plan: increase staffing, integrate retail production lines into more ADESA sites, build new lines, and eventually develop greenfield inspection centers.The company plans six to eight new ADESA integrations in 2026, with full buildouts costing $30–35M per site and adding 40,000 units of annual capacity each.We've got something a little tactical from this morning's Automotive State of the Union email: A new University of Michigan study says three-year-old EVs now deliver the lowest seven-year total cost of ownership in the U.S. And in today's firm Q1 wholesale market, that early depreciation story matters even more.Researchers reviewed 260,000 used listings across 17 cities, modeling price, depreciation, financing, insurance, maintenance, energy, and resale. In most cases, used BEVs came out cheapest to own.The key? Front-loaded depreciation. EVs drop harder in years one through three, lowering second-owner acquisition cost. After that, curves normalize — with battery warranty remaining as a major variable.With more off-lease EV volume coming, the opportunity is simple: buy where depreciation already did the heavy lifting and let the second buyer win on the math.Google just dropped Gemini 3.1 Pro, and early benchmarks suggest it may be one of the most powerful large language models yet. As the AI arms race heats up, the leap in “agentic” performance is turning heads across tech.Gemini 3.1 Pro is currently in preview, with general release coming soon. Observers say it's a significant jump from Gemini 3, which was already considered highly capable last November.On independent benchmarks — including Humanity's Last Exam — Google says the new model significantly outperformed its predecessor.Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's driving employee engagement and turJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

- Nearly All EV Owners Want Another One - Batteries Staying Healthy Over Life of EV - VW Design Going Through "Generational Transition" - CEOs and Executives Are Worried About Losing Their Jobs - Renault Has Rough 2025 and This Year Will Be Tougher - Investors Not Impressed by Carvana's Eye-Popping Numbers - Toyota C-HR Returns As More Expensive EV

- Nearly All EV Owners Want Another One - Batteries Staying Healthy Over Life of EV - VW Design Going Through "Generational Transition" - CEOs and Executives Are Worried About Losing Their Jobs - Renault Has Rough 2025 and This Year Will Be Tougher - Investors Not Impressed by Carvana's Eye-Popping Numbers - Toyota C-HR Returns As More Expensive EV

Goldman's Chief U.S. Equity strategist explains why despite fears surrounding AI disruption, recent earnings reports have shown solid growth. Why he's standing by his 7,600 year-end S&P 500 target. Then the CEO of Wheaton Precious Metals on the price action in gold and silver, and how that's impacting his business. Wheaton just announcing a big deal with a top global miner. And the CEO of Carvana reacts to earnings and responds to recent short seller reports surrounding the company's financials. Why he says they have no merit.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über einen möglichen Machtwechsel bei der EZB, starke Zahlen eines britischen Rüstungsriesen und ein letztes Ausrufezeichen von Warren Buffett. Außerdem geht es um Rheinmetall, Renk, Hensoldt, BAE Systems, Infineon, Analog Devices, Bayer, Berkshire Hathaway, New York Times, Carvana, Doordash, Ebay, Garmin, RTL Group, Evonik, Volkswagen, Porsche, Vonovia, BMW, Mercedes, Allianz, Deutsche Telekom, Siemens und Tesla. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Investors react to latest Fed minutes. Omar Aguilar, CEO of Schwab Asset Management, and David Bahnsen, CIO of The Bahnsen Group, break down what the policy signals mean for equities, positioning and the path forward. DoorDash, Carvana, and Booking Holdings report numbers. Mark Mahaney, Senior Managing Director at Evercore ISI, analyzes those results plus the latest on Meta. Tyler Radke, Co-Head of U.S. Software Equity Research at Citi, on if software has finally found a bottom. MLS Commissioner Don Garber on expectations for growth ahead of the new season—and what the World Cup impact could be. Plus, a look ahead to Walmart's earnings as Corey Tarlowe of Jefferies outlines expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Likefolio's Landon Swan notes Carvana's (CVNA) extraordinary run over the past few years despite a recent dip in the stock. He notes that it is handily beating rival CarMax (KMX) in web visits and notes that it has figured out how to “double the margins” per vehicle compared to other auto retailers. “They focused on getting it right on a per-unit basis and then scaling from there.” However, he notes that some analysts are raising red flags about their finances.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

APAC stocks traded higher in continued thin conditions as many regional bourses remained closed for holidays.RBNZ kept the OCR at 2.25%, as expected, and the central bank refrained from any hawkish surprises; NZD heavily underperforms.US VP Vance said in some ways Iran talks went well, while he added that Iranians are not yet willing to acknowledge some of President Trump's red lines.US Special Envoy Witkoff said the US facilitated the trilateral meeting between Ukraine and Russia, while he added that Ukraine and Russia agreed to update leaders and pursue an agreement.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market finished with gains of 0.7% on Tuesday.Looking ahead, highlights include UK CPI (Jan), US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan), US-Ukraine-Russia talks to take place (17-18 Feb). Speakers include ECB's Cipollone, Schnabel & Fed's Bowman. Supply from Germany & US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin, Glencore & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Trump administration is closer to a major war with Iran than people realise, Axios reports citing sources; a military operation would likely be a massive, weeks long campaign that will be a joint US-Israeli attack. European equities entirely in the green, with IBEX leading the way; US equity futures continue to extend Tuesday's gains.DXY firmer, Kiwi hit post-RBNZ while Cable holds afloat following UK inflation.Gilts choppy post-CPI; USTs slightly lower ahead of FOMC minutes.WTI and Brent nurse prior day losses as Ukraine talks conclude; Metals rebound. Looking ahead, highlights include US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan). Speakers include ECB's Schnabel & Fed's Bowman. Supply from the US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Which accounting firms really deliver sane hours and happy teams? Dom Piscopo (Big Four Transparency) reveals this year's best—and worst—by job satisfaction and hours, including surprising outliers. Blake and David also unpack how AI startups are carving up PwC-style services, why Hazel AI rattled wealth managers and Intuit/Xero stocks, and where GLs still hold a moat. Plus, a practical way to use AI for W‑4/withholding—and an accountant's take on Carvana's too-good-to-be-true margins.SponsorsOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncFutureViews System - http://accountingpodcast.promo/bezChapters(01:19) - Pets, Candy, Jewelry & Prefixed Dinners: Where the Money Goes (03:14) - Live Chat Shoutouts + Today's Guest Tease: Big Four Transparency (05:53) - Yours, Mine & Ours: How Couples Split (or Merge) Money (08:56) - Financial Secrets vs. “Cheating”: The Bankrate Survey Findings (11:01) - Meet Dom Piscopo + 2025 Best/Worst Firms by Job Satisfaction (15:43) - How the Rankings Work: Sample Size, Methodology & Office Variance (19:28) - Service Lines Compared: Tax vs Audit vs Advisory Satisfaction Trends (22:28) - Hours Worked Rankings + Do Hours Actually Drive Happiness? (25:04) - Where the Big Four Land: Satisfaction & Hours Benchmarks (26:51) - AI Disruption Debate: “Every PWC Webpage Is a $10B Startup” Tweet (28:47) - AI Startups vs QuickBooks: The SaaS Attack Cycle Restarts (29:55) - Hazel AI Shakes Wealth Management: Tax Planning at Scale (32:19) - Consumers Trust AI Money Advice + A Withholding/W-4 Use Case (35:11) - “Good Enough” AI: How Firms Can Productize & Review AI Work (36:38) - What Humans Still Do: Taste, Comfort, and Serving the Underserved (41:51) - Intuit & Xero Stocks Drop: CEOs Defend the Data-and-Trust Moat (45:11) - TurboTax Disruption? Building Tax Engines with AI Agents (46:52) - Vibe Coding Reality Check: Small Tools Now, ERPs Much Later (51:32) - Carvana Accounting Red Flags: When Margins Don't Add Up (56:04) - Wrap-Up: Big Four Transparency + CPE Credits via Earmark  Show NotesValentine's Day Spending Expected to Reach New Records https://nrf.com/media-center/press-releases/valentine-s-day-spending-expected-to-reach-new-records Survey: Most Couples Keep At Least Some Of Their Money Separate https://www.bankrate.com/credit-cards/news/couples-finances/ Survey: 2 In 5 Americans In A Relationship Have Kept A Financial Secret From Their Partner https://www.bankrate.com/credit-cards/news/financial-infidelity-survey-2025/ AI Tax App Crashes Financial Stocks on Wall Street https://cpatrendlines.com/2026/02/10/ai-tax-app-crashes-financial-stocks-on-wall-street/ Americans Are Asking AI for Money Advice, But Should They Trust It? https://www.bestmoney.com/financial-advisor/learn-more/do-americans-trust-fin-ai 82% trust AI for financial information and guidance https://www.accountingtoday.com/news/82-trust-ai-for-financial-information-and-guidance Intuit Is Down 33% Year to Date. Here's Where the Stock Could Be Headed in 2026 https://www.tikr.com/blog/intuit-is-down-33-year-to-date-heres-where-the-stock-could-be-headed-in-2028 Intuit Stock Is Down 24% Already In 2026. Time to Buy? https://www.fool.com/investing/2026/01/30/intuit-stock-is-down-24-already-in-2026-time-to-bu/ Xero (ASX:XRO) Shares Crash 13% in Tech Selloff—Broker Urges Hold https://kalkine.com.au/news/technology/xero-asxxro-shares-crash-13-in-tech-selloffbroker-urges-hold Xero share price slides 14% in a week — what to watch next for ASX:XRO https://ts2.tech/en/xero-share-price-slides-14-in-a-week-what-to-watch-next-for-asxxro/ I've tested and ranked the 10 best vibe coding tools in 2026 https://www.techradar.com/pro/best-vibe-coding-tools Your Complete Guide To Vibe Coding Tools In 2026: Build Apps Just By Talking To AI https://softtechhub.us/2026/02/11/guide-to-vibe-coding/ AI startup Replit launches feature to vibe code mobile apps https://www.cnbc.com/2026/01/15/ai-startup-replit-launches-feature-to-vibe-code-mobile-apps.html Vibe coding - Wikipedia https://en.wikipedia.org/wiki/Vibe_coding What's actually driving Carvana's margins? https://www.cfo.com/news/whats-actually-driving-carvana-margins-ernie-garcia-drivetime-bridgecrest-zach-shefska-ray-shefska-/810911/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsori...

Academia Inversiones y Trading en VivoRBNZ bajo la lupa: ¿Se avecina un giro en el tono?El PCE entra en escena: ¿acompaña la inflación al plan de la Fed?Resultados clave: ¿cómo se comporta el consumidor y la inversión productiva? Walmart, Carvana, John Deere.Revisa en detalle el Panorama Semanal aquí

Shoot us a Text.Episode #1267: CarMax taps a hospitality CEO to sharpen its digital edge, Toyota makes a disciplined move into three-row EVs with the Highlander name, and AI-generated resumes are creating new hiring headaches for retailers and operators. Show Notes with links: CarMax brings in a hospitality heavyweight to steer its turnaround. The nation's largest used-car retailer has tapped former InterContinental Hotels Group CEO Keith Barr to lead the charge as sales stall and Carvana gains ground. His mission: sharpen digital retail and squeeze costs.Barr takes over in March, replacing Bill Nash amid stagnant sales and rising competition from Carvana.CarMax operates 250+ stores covering 85% of the U.S., but retail volumes fell 8% last quarter.The focus: improve online conversion, streamline vehicle acquisition and reconditioning costs.Analysts say CarMax's omnichannel model may be confusing buyers and hurting digital sales.Barr is confident: “All those foundational pieces are there… we're going to sell more cars and continue to create more value for shareholders.”Toyota is making a calculated move into EVs with the Highlander EV—on its own terms. By putting the Highlander name on a three-row electric SUV, the company signals a strategic shift rooted in discipline, profitability, and market timing rather than rapid expansion.Toyota preserved margins while competitors absorbed heavy EV losses, maintaining flexibility as demand cooled.It's entering the most profitable U.S. segment—three-row midsize SUVs—with a name buyers already trust.Domestic production in Kentucky reduces tariff exposure and political risk while strengthening its U.S. footprint.Leadership under CEO Koji Sato appears focused on controlled scale and sustainable growth.AI may be speeding up hiring—but it's also muddying the truth. New survey data shows a growing disconnect between what candidates claim on resumes and what they can actually do on the job, with AI tools making embellishment easier than ever.80% of hiring managers say resumes often don't match real-world skills; 34% say it happens “all the time” or “often.”Retail examples include POS “experts” who couldn't navigate the system and candidates who folded instantly in negotiation role-play.86% of hiring leaders believe AI makes it too easy to exaggerate skills; 42% see it as a serious hiring risk.Meanwhile, 80% of hiring managers dislike AI-generated resumes, and over half are less likely to hire obvious AI users.As Express CEO Bob Funk Jr. put it: “Integrity is still a competitive advantage.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Teacher is gifted a car from Carvana, plus Blake Shelton calls out Luke Bryan. Are you okay with this? See omnystudio.com/listener for privacy information.

Shoot us a Text.Episode #1265: Today we cover Carvana doubling down on franchised dealerships, the solid-state battery arms race heating up as automakers target 2027 launches, and how 7-Eleven is using AI to cut frontline hiring from weeks to days—saving millions of hours while keeping humans in the loop.Carvana is leaning harder into the franchise world. The online used-car giant has acquired its fifth franchised dealership, adding a Stellantis store in Sacramento as it continues blending digital retail scale with traditional brick-and-mortar rooftops.Carvana purchased Sacramento Chrysler-Dodge-Jeep-Ram from Nouri/Shaver Automotive Group, with the deal closing Dec. 11.This is Carvana's fifth Stellantis dealership since they first acquired a store in February 2025, with locations in Arizona, Texas, Georgia, and a second California store.The move comes as Carvana reports strong momentum: used-vehicle sales jumped 44% year-over-year and Q3 net income hit $263 million.A Carvana spokesperson said, “We are proud to bring the Carvana experience to Chrysler, Dodge, Jeep and Ram customers in the Sacramento area.”Last week brought major milestones in the race to develop solid state batteries, signaling that commercial EV launches powered by solid-state tech are finally moving from promise to pilot.Volkswagen-backed QuantumScape opened its highly automated Eagle Line pilot facility in San Jose, advancing U.S.-based solid-state production.Karma Automotive and Factorial Energy announced the first U.S. solid-state battery production program for passenger vehicles, debuting in the electric Karma Kaveya in 2027.Factorial's momentum is global, with partners including Mercedes-Benz, Stellantis, and Hyundai/Kia, and mass production targeted for 2029.Gartner's Pedro Pacheco: “This means there is now an ‘arms race' to see who gets SSBs to market the fastest and most successfully.”7-Eleven is quietly building a playbook for the future of frontline hiring. By combining recruiters, automation, and conversational AI, the convenience-store giant has dramatically cut hiring time, reduced ghosting, and freed up store managers to focus on running the business.Applicants start the process via QR codes that connect them to an AI text assistant named RITA, which gathers info and schedules store-level interviews automatically.After acquiring Speedway in 2021, 7-Eleven shifted from store-only hiring to a recruiter-supported, centralized model that drives better applicant flow.Automated hiring slashed time-to-hire from nearly two weeks to just three days, while improving retention and candidate quality.Automation has saved store leaders over 2 million hours per year, handling about 95% of the hiring process and enabling smarter, store-level recruiting spend.Rachel Allen emphasized the human-fJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Today's show features: - Matt Bowers, Owner of Matt Bowers Automotive Group - Miguel Yelos San Martin, Principal of YSM Design, P.C. - Shane Wood, General Manager of Bruce Titus Automotive Group This episode is brought to you by: Foureyes – Foureyes helps dealers turn data into action. Starting with a clean, connected data foundation across dealership systems, Foureyes empowers dealerships to use that data to drive consistent execution throughout their business. The data stays dealer-owned, vendor-neutral, and works with any tools or partners. More than a CDP, Foureyes is a reset for how dealer data gets put to work. Headquartered in Oregon, Foureyes employees live in 20+ states to be closer to the communities where dealers are. Visit ⁠https://www.foureyes.io/⁠ to learn more YSM Designs – brings decades of experience helping dealers create facilities that are both brand-compliant and operationally efficient. Every design is tailored to the unique needs of the dealership, balancing OEM standards with real-world functionality. With over 30 years designing automotive facilities, YSM knows what works. Learn more at ⁠www.ysmdesign.com⁠ Check out Car Dealership Guy's stuff: CDG Circles ➤ ⁠https://cdgcircles.com/⁠ CDG News ➤ ⁠https://news.dealershipguy.com/⁠ CDG Jobs ➤ ⁠https://jobs.dealershipguy.com/⁠ CDG Recruiting ➤ ⁠https://www.cdgrecruiting.com/⁠ My Socials: X ➤ ⁠https://www.twitter.com/GuyDealership⁠ Instagram ➤ ⁠https://www.instagram.com/cardealershipguy/⁠ TikTok ➤ ⁠https://www.tiktok.com/@guydealership⁠ LinkedIn ➤⁠ https://www.linkedin.com/company/cardealershipguy/⁠ Threads ➤ ⁠https://www.threads.net/@cardealershipguy⁠ Facebook ➤⁠ https://www.facebook.com/profile.php?id=100077402857683⁠ Everything else ➤ ⁠dealershipguy.com

Hard Parking with Jhae Pfenning – Episode 312Drew Bunkley is back in the studio! After leaving Carvana, Drew dives into his exciting pivot to AI and app development under his new brand Trenton Talk. We talk:How he's using AI (Gemini Pro, Nano Banana Pro & more) to go from zero coding experience to building & testing full apps in monthsThe vehicle wrap visualizer app – upload your car photo, apply custom colors/logos, get realistic previews (game-changer for wrap shops & clients – far beyond Tire Rack visuals)Couch Play Pro – the couples app designed to fight "couch disconnect" with interactive games, trivia, TikTok challenges, date-night planners, dream trip builders & AI-generated itinerariesHis hilarious AI character Lil Z – a sassy mini Corvette ZR1 doll that comes alive, trash-talks at car shows & stars in short videos (check the intro clip!)Jhae celebrates turning 50 with an epic birthday weekend recap – huge thanks to Wes Tankersley, the One Drink Wednesday crew, friends from near & far, family, and everyone who made it special.Also in this episode:The real challenges of being NSX Club president & pushing sustainable changeOneLess charity car show & food drive for United Food Bank – Feb 21, Mesa, AZ (register & donate!)Super Bowl thoughts, Drew's new fantasy plays draft app, and a rant on the flag-football Pro BowlTimestamps / Chapters00:00 – Intro & weekend vibes02:24 – Drew's career shift from Carvana to AI & apps05:55 – Adult learning in AI – from prompts to full app creation08:56 – Vehicle wrap visualizer deep dive11:37 – Couch Play Pro: reconnecting couples through tech15:47 – Fear of change & betting on yourself19:48 – Little Z character & AI video content21:27 – NSX Club presidency, changes & challenges29:04 – One Last Thing United Food Bank car show (Feb 21)35:19 – Jhae turns 50 – epic birthday recap40:05 – Super Bowl app, predictions & wrap-upMain Show SponsorsRight Honda: https://righthonda.com/Right Toyota: https://www.righttoyota.com/Arcus Foundry: https://arcusfoundry.comAutocannon Official Gear: https://shop.autocannon.com/Contact Hard Parking with Jhae PfenningEmail: Info@HardParking.comWebsite: www.Hardparking.comPatreon: www.patreon.com/hardparkingpodcast/Instagram: instagram.com/hardparkingpod/YouTube: youtube.com/@HardParkingHard Parking – cars, culture, real talk. New episodes weekly. Subscribe, like, and share to help grow the show. Let's keep the parking lot full!

Remember the viral story of the poor woman parked next to a water main break, and found her car frozen in a block of ice? Thanks to the viral attention, Carvana gifted her a new ride! STORY: https://www.wdjx.com/teacher-whose-car-was-frozen-solid-gets-free-car-from-carvana/

Joey has finally booked a spring break trip, and it is not to London. They are going to go to San Diego, Disneyland, and go fishing in the bay. The Super Bowl was last night and none of us made it through the end. We all googled the results this morning. Joey had to set up an antenna on his tv to be able to watch. Joey and Nancy debriefed some of the commercials. Monday Morning Wake Up Call A witch on Etsy will craft a love spell for you for Valentine’s Day. She only works with white magic, not black magic. She said that to be careful because the spell can go from love to stalking very quickly. Joey asked Karly if she would try it and then it got really awkward. Hot Tea: A couple got married during Bad Bunny’s Super Bowl halftime show. The couple had invited him to their wedding and he couldn’t attend, so he invited them to get married at the Super Bowl instead. Lindsey Vonn crashed during her comeback ski run at the Olympics. She had to be airlifted out and taken to surgery. Kelsea Ballerini and Chase Stokes have reportedly broken up again, Karly gave an update on her experience on the dating app Hinge. She described her profile, some of the more ridiculous profiles of guys she has seen, and revealed if she has gotten any matches. Joey officially met the guy from church that fat shamed him a few months back. They got to talking, and the guy claimed that when he met Nancy, she said that Joey did need to lose weight. Nancy claims she did NOT say that. Lucky 7 for tickets to Dollywood We gave the latest update on the case of Savannah Guthrie’s mom. Savannah posted another video on Friday where she told the kidnappers that she would pay the ransom. A lot of people think that the family may know that their mom is not alive based on the wording of video. A girl’s car got encased in inches of ice after a water main broke right next to it and froze. Her videos went viral on TikTok. The car was considered totaled, and Carvana gave her a new car! A guy made over $4 million on his Super Bowl bets. Breezy Johnson’s Olympic gold medal broke within 15 minutes of receiving it. She was jumping up and down while wearing it, and the ribbon broke off the medal. See omnystudio.com/listener for privacy information.

Well, it wasn't the outcome I was hoping for, but I did spend a full day with my wife & pets yesterday…enjoying lots of snacks, drinking a few beers, and yelling at the TV. Super Bowl 60 is in the books and congrats to the Seahawks on the victory. We recapped the game, the commercials, the musical performances, along with a bunch of other interesting stats and info. I actually took notes during the game to remind myself of the things I wanted to mention this morning. We let you know what's on TV today/tonight, and in the news…the latest on the disappearance of Savannah Guthrie's mother, the tragic deaths of Brad Arnold from "3 Doors Down" and Greg Brown of "CAKE". Elsewhere in sports, the Bucks have now won three in a row after beating Indiana on Friday, the Badgers lost to the Hoosiers on Saturday in overtime, an update on the US medal count at the Winter Olympics, and the terrible crash for Lindsey Vonn. Nikola Jokic is climbing the ranks of the NBA's greatest with another triple-double, a linebacker for the Falcons gets arrested for domestic abuse, the "hot mic" at the Olympics, and the Duke vs. UNC game. Remember the woman in Philly who had her car encased in ice after a water pipe burst? Well, she just got a new car thanks to Carvana. And check out this firefighter who rescued a bunch of puppies not too long ago and has now rescued two of them! With everything costing so much and all the holiday bills starting to roll in as we wait for our tax returns, it's a good opportunity for us to look at some ways to save money. And in today's edition of "Bad News with Happy Music", we had stories about Angry Orchard looking to trade some cider for your ex's belongings, some "lawn-gerie" from Natty Light just in time for V-Day, a truck that was doing donuts on a frozen lake falls through the ice, a woman who threw lasagna in her husband's face because he was being a "bunghole", a man who murdered his ex and then broke down at the police station after he realized he wouldn't be able to play GTA 6 if he ends up in jail, and a crazy video of someone getting a back tattoo inside a Wendy's restaurant.See omnystudio.com/listener for privacy information.

Joey has finally booked a spring break trip, and it is not to London. They are going to go to San Diego, Disneyland, and go fishing in the bay. The Super Bowl was last night and none of us made it through the end. We all googled the results this morning. Joey had to set up an antenna on his tv to be able to watch. Joey and Nancy debriefed some of the commercials. Monday Morning Wake Up Call A witch on Etsy will craft a love spell for you for Valentine’s Day. She only works with white magic, not black magic. She said that to be careful because the spell can go from love to stalking very quickly. Joey asked Karly if she would try it and then it got really awkward. Hot Tea: A couple got married during Bad Bunny’s Super Bowl halftime show. The couple had invited him to their wedding and he couldn’t attend, so he invited them to get married at the Super Bowl instead. Lindsey Vonn crashed during her comeback ski run at the Olympics. She had to be airlifted out and taken to surgery. Kelsea Ballerini and Chase Stokes have reportedly broken up again, Karly gave an update on her experience on the dating app Hinge. She described her profile, some of the more ridiculous profiles of guys she has seen, and revealed if she has gotten any matches. Joey officially met the guy from church that fat shamed him a few months back. They got to talking, and the guy claimed that when he met Nancy, she said that Joey did need to lose weight. Nancy claims she did NOT say that. Lucky 7 for tickets to Dollywood We gave the latest update on the case of Savannah Guthrie’s mom. Savannah posted another video on Friday where she told the kidnappers that she would pay the ransom. A lot of people think that the family may know that their mom is not alive based on the wording of video. A girl’s car got encased in inches of ice after a water main broke right next to it and froze. Her videos went viral on TikTok. The car was considered totaled, and Carvana gave her a new car! A guy made over $4 million on his Super Bowl bets. Breezy Johnson’s Olympic gold medal broke within 15 minutes of receiving it. She was jumping up and down while wearing it, and the ribbon broke off the medal. See omnystudio.com/listener for privacy information.

Dan Nathan and Guy Adami welcome Jim Chanos, founder of Chanos and Co, to discuss a wide range of investment and market topics. They delve deep into Chanos' investment strategies, including his focus on short selling and hedging, as well as his views on the AI CapEx and its potential impacts on various industries. Jim also provides insights into specific companies like MicroStrategy and CoreWeave and highlights the implications of excessive reliance on subprime loans in companies like Carvana. The discussion expands to macroeconomic issues, such as the Chinese economy and its trade relationships with the U.S., and the speculative nature of current market conditions. The episode concludes with a look at retail investment behavior and the potential risks in the crypto market. Articles Referenced - Credit Market's Reality Check Follows Decade of Loose Lending (Bloomberg) - The American and Chinese Economies Are Hurtling Toward a Messy Divorce (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

What if the real driver of digital disruption isn't technology, but unit economics? In this episode of Technovation, Peter High speaks with Dan Gill, Chief Product Officer of Carvana, about how disciplined unit economics power one of the most ambitious e-commerce models in retail. Rather than leading with engineering for its own sake, Carvana focuses relentlessly on eliminating friction, capturing profit pools, and reinvesting those economics back into customer value. Key highlights from the episode: Vertical integration and competitive advantage Deterministic, self-service digital experiences Proprietary platforms vs. off-the-shelf tools AI-human collaboration at scale

Werbung | 52 Wochen Handelsblatt mit 40 % Rabatt: Gedruckt oder digital - jetzt sichern unter www.handelsblatt.com/wissen2026 Die S&P-500-Futures steigen leicht, nachdem Meta nach starken Zahlen und einem überzeugenden Umsatz-Ausblick im vorbörslichen Handel kräftig zulegt. Gleichzeitig bremst Microsoft den Gesamtmarkt, weil das Cloud-Wachstum nachließ und der Margen-Ausblick für das nächste Quartal enttäuschte. Tesla zeigt sich nach einem Ergebnis-Beat ebenfalls fester, während Caterpillar nach einem deutlichen Zahlen-Übertreffen zulegt. Die Fed hat die Zinsen unverändert gelassen und betont eine solide Konjunktur sowie eine stabilisierende Arbeitslosenquote, dennoch bleiben Zinssenkungserwartungen im Markt. Im Fokus steht heute Abend Apple mit seinen Quartalszahlen, während Gold und Silber auf neue Hochs springen. Ein Podcast - featured by Handelsblatt. ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Today on CarEdge Live, Ray and Zach discuss the latest news on Carvana. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Starbucks-Turnaround geht voran. ASML-Boom auch. Jakarta hat Probleme mit MSCI. Carvana hat Probleme mit Shortseller. Amphenol hat Probleme mit hohen Erwartungen. Außerdem geht's um Gold, Leitzins & S&P 500 über 7.000. Microsoft, Meta, Tesla - alle hatten Zahlen. Selbst die Kryptowelt setzt mittlerweile auf Gold. Zumindest Tether. Außerdem hat FIFA Krypto-Probleme und Ledger will an die Börse. Diesen Podcast vom 29.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In this episode of Corporate Finance Explained on FinPod, we break down cash flow forecasting, why profitable companies still fail, and how liquidity, not earnings, determines whether a business survives. This episode explains how companies can look strong on the income statement while quietly heading toward a cash crisis.Many businesses don't collapse because they're unprofitable. They fail because they run out of cash. Understanding the differences between profit, EBITDA, and cash available is one of the most critical skills in corporate finance. This episode shows how cash flow forecasting reveals timing risk, funding gaps, and liquidity shortfalls long before they appear in reported earnings.In this episode, we cover:– Why profitability and EBITDA can hide serious liquidity risk– How timing differences between revenue, expenses, and cash create dangerous gaps– The impact of accounts receivable, inventory, capex, and debt repayments on cash flow– How operating, investing, and financing cash flows work together– Why companies like Apple and Walmart manage liquidity so effectively– What went wrong at companies like WeWork, Carvana, and Boeing from a cash flow perspective– How short-term, 13-week, and long-term cash flow forecasts prevent financial surprisesWe explain why cash flow forecasting is not just a treasury function, but a core finance responsibility. By mapping cash inflows and outflows over time, finance teams can anticipate liquidity troughs, plan funding needs, and make informed decisions before cash constraints become emergencies.This episode is designed for:– Corporate finance professionals– FP&A analysts and managers– Investment banking and valuation professionals– Finance leaders responsible for liquidity, forecasting, and capital planningCorporate Finance Explained is a FinPod series from Corporate Finance Institute (CFI), created to make complex finance topics clearer, more practical, and easier to apply in real-world decision-making.Subscribe to FinPod for more corporate finance explainers, real-world examples, and practical finance insights.

Lenny's Podcast: Product | Growth | Career ✓ Claim : 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 --------- Matt MacInnis is the chief product officer and former longtime COO at Rippling, a unified workforce management platform valued at over $16 billion.We discuss:1. Why “extraordinary results demand extraordinary efforts”2. Why you should deliberately understaff projects, and how to know when you've gone too far3. Matt's transition from COO to CPO and what surprised him about leading product4. The “high alpha, low beta” framework for evaluating people, processes, and products5. When founders should quit their startups (hint: much earlier than VCs want you to)6. How to fight entropy in your organization through relentless energy and intensity—Brought to you by:Google Gemini—Your everyday AI assistant: https://ai.dev/Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyGoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181916584/my-biggest-takeaways-from-this-conversation—Where to find Matt MacInnis:• X: https://x.com/stanine• LinkedIn: https://www.linkedin.com/in/macinnis• Email: macinnis@rippling.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Matt MacInnis and Rippling(04:38) The importance of extraordinary efforts(08:37) The challenges and rewards of relentless effort(10:11) Your job as a leader is to preserve intensity(12:39) You learn far more from success than failure(16:34) Transitioning to chief product officer(19:54) Fixing product management at Rippling(25:27) The “high alpha, low beta” framework(28:55) The PQL framework(35:16) Hiring frameworks and team dynamics(36:52) A helpful interview tactic(40:00) Leading as a COO vs. a CPO(42:34) The reality of product-market fit(46:38) The problem with venture capital(49:29) When founders should quit their startups(41:48) The immutable market(54:13) Lessons from Notion's success(57:43) Investment strategies and narrative violations(01:00:42) The power of compounding, power law, and entropy(01:07:02) Maintaining intensity and fighting entropy(01:11:33) The importance of feedback and escalations(01:14:31) Rippling's vision and success(01:17:48) AI's impact on SaaS and business software(01:23:42) AI corner(01:26:23) Final thoughts and lightning round—Referenced:• Rippling: https://www.rippling.com• Sunil Raman on LinkedIn: https://www.linkedin.com/in/sunilraman• Dan Gill on LinkedIn: https://www.linkedin.com/in/dangill• Carvana: https://www.carvana.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• Inkling: https://www.inkling.com• Akshay Kothari on LinkedIn: https://www.linkedin.com/in/akothari• Notion: https://www.notion.com• Conway's law: https://en.wikipedia.org/wiki/Conway%27s_law• Seeking Alpha: https://seekingalpha.com• Dennis Rodman's website: https://dennisrodman.com• Dancing pickle emoji: https://slackmojis.com/emojis/456-dancing_pickle• Pickle Rick: https://en.wikipedia.org/wiki/Pickle_Rick• SPOTAK: The Six Traits I Look for When I'm Hiring: https://finance.yahoo.com/news/spotak-six-traits-look-m-181335267.html• Geoff Lewis on LinkedIn: https://www.linkedin.com/in/geofflewis1• Zenefits: https://en.wikipedia.org/wiki/TriNet_Zenefits• New banking records prove Deel paid thief who stole trade secrets from Rippling: https://www.rippling.com/blog/new-banking-records-prove-deel-paid-thief-who-stole-trade-secrets-from-rippling• Workday: https://www.workday.com• Matic robots: https://maticrobots.com• Wall-E: https://www.imdb.com/title/tt0910970• Conviction: https://www.conviction.com• Mike Vernal on X: https://x.com/mvernal• Sarah Guo on X: https://x.com/saranormous• No Priors: https://linktr.ee/nopriors• Gemini: https://gemini.google.com• ChatGPT: https://chatgpt.com• Claude: https://claude.ai• Bryan Schreier on LinkedIn: https://www.linkedin.com/in/bryanschreier• Heated Rivalry on HBO Max: https://www.hbomax.com/shows/heated-rivalry/50cd4e99-04ee-427b-a3b4-da721ed05d9c• Fellow coffee maker: https://fellowproducts.com/products/aiden-precision-coffee-maker—Recommended books:• Pale Blue Dot: A Vision of the Human Future in Space: https://www.amazon.com/Pale-Blue-Dot-Vision-Future/dp/0345376595• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• The Effective Executive: The Definitive Guide to Getting the Right Things Done: https://www.amazon.com/Effective-Executive-Definitive-Harperbusiness-Essentials/dp/0060833459—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Lenny's Podcast: Product | Growth | Career ✓ Claim Key Takeaways Deliberately understaff projects: Constraints force creativity and prevent bloat from politics and bureaucracyYou've gone too far when teams can't ship basic functionalityThe sweet spot is uncomfortable but productive tensionGood teams get tired; great teams run in the red constantly and destroy good teams in that momentHigh alpha, low beta framework: Evaluate people and processes on upside potential (alpha) versus volatility (beta)Prioritize high alpha opportunities even with higher betaProcesses exist solely to lower beta but suppress alpha as a trade-offThe nuanced dance is decreasing volatility where needed (like payroll) without killing upside in innovation areasKnow when to quit your startup: If you're not certain you have product-market fit, you don't have itCompanies that hit big do so quickly; the “never quit” mentality is VC propaganda designed to extract value from founders, not protect themPivot twice or three times maximum, typically by year fourYou're running an experiment to see if the universe has binding receptors for your product. If not, move on… Leadership means fighting entropy relentlesslyTeams naturally optimize for local comfort and disorderExecutives must demand 99% energy levels daily, or the system decaysTop performers don't get 10% more rewards; they get 10-100xBeing “chill” accomplishes nothingWithholding negative feedback is selfish because you prioritize your comfort over making teammates and the company better Read the full notes @ podcastnotes.orgMatt MacInnis is the chief product officer and former longtime COO at Rippling, a unified workforce management platform valued at over $16 billion.We discuss:1. Why “extraordinary results demand extraordinary efforts”2. Why you should deliberately understaff projects, and how to know when you've gone too far3. Matt's transition from COO to CPO and what surprised him about leading product4. The “high alpha, low beta” framework for evaluating people, processes, and products5. When founders should quit their startups (hint: much earlier than VCs want you to)6. How to fight entropy in your organization through relentless energy and intensity—Brought to you by:Google Gemini—Your everyday AI assistant: https://ai.dev/Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyGoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181916584/my-biggest-takeaways-from-this-conversation—Where to find Matt MacInnis:• X: https://x.com/stanine• LinkedIn: https://www.linkedin.com/in/macinnis• Email: macinnis@rippling.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Matt MacInnis and Rippling(04:38) The importance of extraordinary efforts(08:37) The challenges and rewards of relentless effort(10:11) Your job as a leader is to preserve intensity(12:39) You learn far more from success than failure(16:34) Transitioning to chief product officer(19:54) Fixing product management at Rippling(25:27) The “high alpha, low beta” framework(28:55) The PQL framework(35:16) Hiring frameworks and team dynamics(36:52) A helpful interview tactic(40:00) Leading as a COO vs. a CPO(42:34) The reality of product-market fit(46:38) The problem with venture capital(49:29) When founders should quit their startups(41:48) The immutable market(54:13) Lessons from Notion's success(57:43) Investment strategies and narrative violations(01:00:42) The power of compounding, power law, and entropy(01:07:02) Maintaining intensity and fighting entropy(01:11:33) The importance of feedback and escalations(01:14:31) Rippling's vision and success(01:17:48) AI's impact on SaaS and business software(01:23:42) AI corner(01:26:23) Final thoughts and lightning round—Referenced:• Rippling: https://www.rippling.com• Sunil Raman on LinkedIn: https://www.linkedin.com/in/sunilraman• Dan Gill on LinkedIn: https://www.linkedin.com/in/dangill• Carvana: https://www.carvana.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• Inkling: https://www.inkling.com• Akshay Kothari on LinkedIn: https://www.linkedin.com/in/akothari• Notion: https://www.notion.com• Conway's law: https://en.wikipedia.org/wiki/Conway%27s_law• Seeking Alpha: https://seekingalpha.com• Dennis Rodman's website: https://dennisrodman.com• Dancing pickle emoji: https://slackmojis.com/emojis/456-dancing_pickle• Pickle Rick: https://en.wikipedia.org/wiki/Pickle_Rick• SPOTAK: The Six Traits I Look for When I'm Hiring: https://finance.yahoo.com/news/spotak-six-traits-look-m-181335267.html• Geoff Lewis on LinkedIn: https://www.linkedin.com/in/geofflewis1• Zenefits: https://en.wikipedia.org/wiki/TriNet_Zenefits• New banking records prove Deel paid thief who stole trade secrets from Rippling: https://www.rippling.com/blog/new-banking-records-prove-deel-paid-thief-who-stole-trade-secrets-from-rippling• Workday: https://www.workday.com• Matic robots: https://maticrobots.com• Wall-E: https://www.imdb.com/title/tt0910970• Conviction: https://www.conviction.com• Mike Vernal on X: https://x.com/mvernal• Sarah Guo on X: https://x.com/saranormous• No Priors: https://linktr.ee/nopriors• Gemini: https://gemini.google.com• ChatGPT: https://chatgpt.com• Claude: https://claude.ai• Bryan Schreier on LinkedIn: https://www.linkedin.com/in/bryanschreier• Heated Rivalry on HBO Max: https://www.hbomax.com/shows/heated-rivalry/50cd4e99-04ee-427b-a3b4-da721ed05d9c• Fellow coffee maker: https://fellowproducts.com/products/aiden-precision-coffee-maker—Recommended books:• Pale Blue Dot: A Vision of the Human Future in Space: https://www.amazon.com/Pale-Blue-Dot-Vision-Future/dp/0345376595• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• The Effective Executive: The Definitive Guide to Getting the Right Things Done: https://www.amazon.com/Effective-Executive-Definitive-Harperbusiness-Essentials/dp/0060833459—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Matt MacInnis is the chief product officer and former longtime COO at Rippling, a unified workforce management platform valued at over $16 billion.We discuss:1. Why “extraordinary results demand extraordinary efforts”2. Why you should deliberately understaff projects, and how to know when you've gone too far3. Matt's transition from COO to CPO and what surprised him about leading product4. The “high alpha, low beta” framework for evaluating people, processes, and products5. When founders should quit their startups (hint: much earlier than VCs want you to)6. How to fight entropy in your organization through relentless energy and intensity—Brought to you by:Google Gemini—Your everyday AI assistant: https://ai.dev/Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyGoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181916584/my-biggest-takeaways-from-this-conversation—Where to find Matt MacInnis:• X: https://x.com/stanine• LinkedIn: https://www.linkedin.com/in/macinnis• Email: macinnis@rippling.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Matt MacInnis and Rippling(04:38) The importance of extraordinary efforts(08:37) The challenges and rewards of relentless effort(10:11) Your job as a leader is to preserve intensity(12:39) You learn far more from success than failure(16:34) Transitioning to chief product officer(19:54) Fixing product management at Rippling(25:27) The “high alpha, low beta” framework(28:55) The PQL framework(35:16) Hiring frameworks and team dynamics(36:52) A helpful interview tactic(40:00) Leading as a COO vs. a CPO(42:34) The reality of product-market fit(46:38) The problem with venture capital(49:29) When founders should quit their startups(41:48) The immutable market(54:13) Lessons from Notion's success(57:43) Investment strategies and narrative violations(01:00:42) The power of compounding, power law, and entropy(01:07:02) Maintaining intensity and fighting entropy(01:11:33) The importance of feedback and escalations(01:14:31) Rippling's vision and success(01:17:48) AI's impact on SaaS and business software(01:23:42) AI corner(01:26:23) Final thoughts and lightning round—Referenced:• Rippling: https://www.rippling.com• Sunil Raman on LinkedIn: https://www.linkedin.com/in/sunilraman• Dan Gill on LinkedIn: https://www.linkedin.com/in/dangill• Carvana: https://www.carvana.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• Inkling: https://www.inkling.com• Akshay Kothari on LinkedIn: https://www.linkedin.com/in/akothari• Notion: https://www.notion.com• Conway's law: https://en.wikipedia.org/wiki/Conway%27s_law• Seeking Alpha: https://seekingalpha.com• Dennis Rodman's website: https://dennisrodman.com• Dancing pickle emoji: https://slackmojis.com/emojis/456-dancing_pickle• Pickle Rick: https://en.wikipedia.org/wiki/Pickle_Rick• SPOTAK: The Six Traits I Look for When I'm Hiring: https://finance.yahoo.com/news/spotak-six-traits-look-m-181335267.html• Geoff Lewis on LinkedIn: https://www.linkedin.com/in/geofflewis1• Zenefits: https://en.wikipedia.org/wiki/TriNet_Zenefits• New banking records prove Deel paid thief who stole trade secrets from Rippling: https://www.rippling.com/blog/new-banking-records-prove-deel-paid-thief-who-stole-trade-secrets-from-rippling• Workday: https://www.workday.com• Matic robots: https://maticrobots.com• Wall-E: https://www.imdb.com/title/tt0910970• Conviction: https://www.conviction.com• Mike Vernal on X: https://x.com/mvernal• Sarah Guo on X: https://x.com/saranormous• No Priors: https://linktr.ee/nopriors• Gemini: https://gemini.google.com• ChatGPT: https://chatgpt.com• Claude: https://claude.ai• Bryan Schreier on LinkedIn: https://www.linkedin.com/in/bryanschreier• Heated Rivalry on HBO Max: https://www.hbomax.com/shows/heated-rivalry/50cd4e99-04ee-427b-a3b4-da721ed05d9c• Fellow coffee maker: https://fellowproducts.com/products/aiden-precision-coffee-maker—Recommended books:• Pale Blue Dot: A Vision of the Human Future in Space: https://www.amazon.com/Pale-Blue-Dot-Vision-Future/dp/0345376595• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• The Effective Executive: The Definitive Guide to Getting the Right Things Done: https://www.amazon.com/Effective-Executive-Definitive-Harperbusiness-Essentials/dp/0060833459—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Today on CarEdge Live, Ray and Zach discuss the latest used car market data. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Grinch is now the top-selling IP of the holidays… Because consumers prefer the anti-hero.Zegna's $1,100 sneaker makes $160M/year… because the ultimate luxury is slooooooow.Carvana is officially the craziest stock of the last 3 years… because of 43,000 problems.Forget the Santa Rally, how about the “Dreidel Rally?”... Stocks pop for Hanukkah.$ZGN $CVNA $SPYBuy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-liveGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Scott Becker explores Carvana's rapid rebound from its near bankruptcy in 2022.

- gridless jua kali miners https://x.com/gridlesscompute/status/1996481192376533218 - bitcoin after hours https://x.com/ericbalchunas/status/1998424357232922883 - India | NPCI Confirms CBDC is Live With Spending Controls The National Payments Corporation of India (NPCI) confirmed that India's digital rupee CBDC is live with partner banks and is being used by the state for subsidy payments. At India Blockchain Week, an NPCI consultant shared that the digital rupee can be restricted for specific purposes, approved merchants, and particular locations. For example, recent transfers of the programmable CBDC for farmers and livestock owners limited purchases to “approved inputs” with geographic tagging enabled. The CBDC is compatible with India's state-run payment system, known as Unified Payment Interface (UPI), enabling users to pay with the digital rupee by scanning existing UPI QR codes. FinancialFreedomReport.org - boss challenge https://bosschallenge.xyz - rawbit https://x.com/rawbit_io/status/1996554245412196553 - ZEUS v0.12.0-beta1 https://primal.net/e/nevent1qqst6gxa5elzzkknaj3f30q8f433xypq6d2g6vjmgh8lgfcg383954sqj25yh - Hash-based Signature Schemes for Bitcoin https://eprint.iacr.org/2025/2203.pdf - farcaster pivot https://primal.net/e/nevent1qqspvqykcqmy45gpewyaryuhuw2zf52uvs3k443p7pea4vgvgm5pqtggjzqsq - australia digital id https://primal.net/e/nevent1qqsgerh7qyrnjf7v7c9mkxeeh57480mun5qs447uyal45g9ss33t5cg4zhnef - new us border rules https://primal.net/e/nevent1qqsvscew4zw5hnygmr2tqhgwe8vgv5cjlfelhqx0tgplwypztuq8frq85sqsz + https://public-inspection.federalregister.gov/2025-22461.pdf - ai glasses face recognition https://x.com/pascal_bornet/status/1997215380423495938 - carvana, $cvna https://finance.yahoo.com/quote/CVNA/ 0:00 - Opening riff 7:00 - Dashboard 16:15 - Gridless 21:10 - Bitcoin AfterDark 33:10 - HRF Story of the Week 40:00 - Boosts 49:35 - Aussie surveillance 55:10 - Software updates 1:20:25 - Border rules 1:27:40 - AI glasses 1:31:10 - Carvana 1:32:00 - Bitcoin Products leak Shoutout to our sponsors: Coinkite https://coinkite.com/ Stakwork https://stakwork.ai/ Obscura https://obscura.net/ Salt of the Earth https://drinksote.com/rhr Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/marty Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/

Today, a look at the S&P 500 attempting a new all-time high and the broader market bulling up strongly on the nominally dovish FOMC meeting, only to be spoiled by the Oracle earnings after the close as investors worry about the company's rate of spending and cloud revenue miss. Can Broadcom earnings today save the day? Also, Carvana is about to be added to the S&P 500, but is it an out-and-out fraud and an eventual zero as many short sellers would maintain? This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

This week on Market Mondays, we kick things off with our Futures Trading Tip of the Week and a breakdown of the biggest investing mistake of the year. We dive into the shocking rebound of Carvana joining the S&P 500 after nearly going bankrupt — debating whether it's a true comeback story or a sign the market is getting reckless again. We also break down the massive bidding war for Warner Bros Discovery, who needs WBD the most to survive the next decade, and what this means for the future of media. Caleb Silver, Editor-in-Chief of Investopedia, joins us with expert data and insight throughout the discussion.We compare Paramount's heavy debt load to Netflix's growth and free cash flow dominance and question whether a Netflix–WBD deal would spark a new era of media consolidation or run into regulatory roadblocks. From there, we shift to AI and corporate strategy, analyzing IBM's $11B acquisition of Confluent and whether M&A is becoming the quiet force powering the next leg of the AI boom. We also cover holiday spending vs weak investor sentiment, whether investors should rotate into safer stocks, and what Wednesday's Fed decision could mean for markets heading into 2026.To wrap up, we go rapid-fire: the most attractive stocks currently dipping for LEAPs and swing trades, which companies are less likely to be corrupt or mismanaged, whether failed AI bets could force bailouts in tech, Bitcoin's next move toward $65K or $70K, Apple's potential talent crisis after losing multiple key executives, and if an oil collapse into the $30s could make the entire energy sector uninvestable. A packed episode with strategy, clarity, and expert perspective. #MarketMondays #EarnYourLeisure #CalebSilver #Investopedia #Investing #StockMarket #Bitcoin #OptionsTrading #AIStocks #MediaMergers #Carvana #Apple #OilPrices #WealthBuilding #FinancePodcast #EYLSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Scott Wapner highlights the Investment Committee's latest moves as the market pushes to new highs. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Carvana in his "Best Stocks in the Market." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

IBM is reportedly in talks to acquire Confluent, CRH, Carvana, and Comfort Systems are being added to the S&P 500, the Trump administration will forgive the remaining $11m civil fine against Southwest Airlines, the Trump administration will unveil its aid package for farmers, and “Five Nights at Freddy's 2” won the box office this weekend. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Scott Becker discusses how NVIDIA & Carvana are raising concerns over customer financing practices and whether their growth is truly sustainable.