Podcasts about Cea

Join Cult of the Living Dead as we dive into bizarre laboratories, suburban streets, underground lairs, cheesy television studios, and a world overrun by genetically engineered vegetables in Return of the Killer Tomatoes!. In this episode, The Dale and Cea unpack John De Bello's outrageous 1988 cult comedy, tracing how the film blends absurdist humor, mad science, slapstick horror, and self-aware parody into a gloriously ridiculous battle against homicidal produce. We explore how the Tomatoes' return, Professor Gangreen's ridiculous schemes, and the film's relentless fourth-wall-breaking humor transform a low-budget monster movie sequel into a chaotic celebration of B-movie excess, cult cinema, and the sheer joy of being unapologetically stupid.

A estrategista de investimentos do BB Private, Erica Santana, CEA, CFP®, analisa os principais fatos da última semana e reflete sobre as expectativas para a semana atual no Brasil e no mundo para te ajudar a tomar as melhores decisões de investimento: "Os mercados encerraram a semana acompanhando uma divergência cada vez mais clara entre Estados Unidos e Brasil. Lá fora, o Federal Reserve manteve os juros inalterados, mas sinalizou cautela diante de uma inflação ainda resistente, enquanto a escalada das tensões no Oriente Médio voltou a pressionar o petróleo e aumentou a percepção de risco global. Já no Brasil, a surpresa positiva do IPCA-15 reforçou as expectativas de continuidade do ciclo de cortes da Selic, beneficiando os ativos domésticos. Na próxima semana, o foco estará nos dados de atividade e emprego nos Estados Unidos e, principalmente, na decisão do Copom, que deverá trazer novos sinais sobre os próximos passos da política monetária brasileira."Confira agora o BB Private Highlights. Conheça também outros conteúdos produzidos por nossos premiados especialistas no hub BB Private Lounge: bb.com.br/lounge

durée : 00:23:39 - Le 6/9 de l'été - par : Alexis Morel - Anne-Laure Ligozat, co-directrice de l'Observatoire sur l'impact environnemental de l'IA à l'ENS, Alexei Grinbaum, président du Comité opérationnel pilote d'éthique du numérique du CEA, Amélie Cordier, fondatrice et dirigeante de "Graine d'IA", sont les invités d'Alexis Morel. - équipe : Clémentine Sabrié - invités : Anne-Laure Ligozat Professeure en informatique au Laboratoire Interdisciplinaire des Sciences du Numérique et à l'École Nationale Supérieure d'Informatique pour l'Industrie et l'Entreprise, Alexei Grinbaum physicien et philosophe, directeur de recherche et Président du Comité opérationnel pilote d'éthique du numérique au CEA-Paris Saclay, membre du Comité consultatif national d'éthique du numérique., Amélie Cordier docteure en intelligence artificielle, Fondatrice de Graine d'IA Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

durée : 00:23:39 - Les interviews d'Inter - par : Alexis Morel - Anne-Laure Ligozat, co-directrice de l'Observatoire sur l'impact environnemental de l'IA à l'ENS, Alexei Grinbaum, président du Comité opérationnel pilote d'éthique du numérique du CEA, Amélie Cordier, fondatrice et dirigeante de "Graine d'IA", sont les invités d'Alexis Morel. - équipe : Clémentine Sabrié - invités : Anne-Laure Ligozat Professeure en informatique au Laboratoire Interdisciplinaire des Sciences du Numérique et à l'École Nationale Supérieure d'Informatique pour l'Industrie et l'Entreprise, Alexei Grinbaum physicien et philosophe, directeur de recherche et Président du Comité opérationnel pilote d'éthique du numérique au CEA-Paris Saclay, membre du Comité consultatif national d'éthique du numérique., Amélie Cordier docteure en intelligence artificielle, Fondatrice de Graine d'IA Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

In this episode of the Hort Culture podcast, hosts Alexis, Brett, Jessica, and Ray chat with Dr. Qinglu Ying from the University of Kentucky all about controlled environment agriculture (CEA). They dive into how greenhouse growing is booming across Kentucky, share a few laughs about dealing with classic Kentucky humidity, and break down practical grower challenges. The crew also explores the shift toward sustainable soilless media like wood bark and fiber, plus how cutting-edge LED lighting can actually boost plant health and antioxidants. They wrap things up with details on the upcoming Appropriate Tools and Technologies Field Day on August 25th and some great new extension resources for local growers.Center for Crop Diversification-Greenhouse Resources2026 Appropriate Technologies Field DayUniversity of Kentucky Cooperative ExtensionQuestions/Comments/Feedback/Suggestions for Topics: hortculturepodcast@gmail.comCheck us out on Instagram!

Join Cult of the Living Dead as we sail across wine-dark seas, storm-ravaged coastlines, forgotten islands, towering kingdoms, and the mythic realms of gods and monsters in The Odyssey. In this episode, The Dale and Cea unpack Christopher Nolan's epic adaptation of Homer's timeless saga, tracing how the film blends mythic adventure, psychological endurance, and human resilience into an odyssey of survival and homecoming. We explore how Odysseus' perilous journey, his encounters with legendary creatures and divine forces, and the unwavering hope of returning to Ithaca transform an ancient epic into a sweeping meditation on identity, sacrifice, destiny, and the enduring cost of war.

When the law doesn't quite fit-just change the definition. A new CEA report argues for a BOP definition met by measuring the current account balance only. Listen for more on Two Minutes in Trade. 

O estrategista de investimentos do BB Private, Jonathan Pedroso, CEA, CFP®, analisa os principais fatos da última semana e reflete sobre as expectativas para a semana atual no Brasil e no mundo para te ajudar a tomar as melhores decisões de investimento:"No cenário externo, o foco esteve na escalada do conflito entre Estados Unidos e Irã, referente ao Estreito de Ormuz e ao impulsionamento do petróleo, e na forte correção do setor de semicondutores e tecnologia nos EUA. Do lado dos dados, o CPI americano recuou pela primeira vez em seis anos, reduzindo as apostas em alta de juros pelo Fed. No Brasil, o IBC-Br surpreendeu positivamente em maio, reforçando a expectativa de continuidade dos cortes na Selic, enquanto a inflação seguiu em desaceleração. O destaque doméstico ficou por conta da confirmação da tarifa de 25% dos EUA sobre produtos brasileiros e seus reflexos sobre o câmbio e os ativos locais. econômica."Confira agora o BB Private Highlights.Conheça também outros conteúdos produzidos por nossos premiados especialistas no hub BB Private Lounge: bb.com.br/lounge

Join Cult of the Living Dead as we drive through shadowy Los Angeles streets, dimly lit jazz clubs, sterile suburban homes, and nightmare-soaked highways in Lost Highway. In this episode, The Dale and Cea unpack David Lynch's 1997 psychological neo-noir, tracing how the film blends fractured identity, obsessive desire, and surreal mystery into a hypnotic descent through guilt and paranoia. We explore how Fred Madison's unraveling reality, Pete Dayton's impossible transformation, and the enigmatic presence of the Mystery Man blur the boundaries between memory, fantasy, and nightmare.

En la entrevista del programa La Miel en tu radio conversamos con el Apic. Mariano Chaparro- CEA nº 27 Tapalqué 11/7/2026. Quien nos comparte toda la información sobre su mirada la jornada de capacitación apícola sobre la Varroa bajo control: claves actuales para un manejo eficaz y responsable", a cargo del Vet. Matías Toledo (APILAB), y "Monitoreo de varroa de las UDA", presentada por Mariano Chaparro (CEA N.° 27) y Leandro Frígoli (INTA Azul – PROAPI) el próximo viernes 17 de julio en el CEA n°27 de Tapalqué.

with CEA & BCMCLC

I used AI to fix transcription errors, rerrarange the ideas, and suggest tweaks to the title and some sentences. Three of the most exciting projects to come out of EA in recent years are, in a vague sense, CEA spinouts: Kairos is directly a spinout of CEA and now handles most support for university AI safety groups. Basically everyone I've found who knows them is really excited about what they do NEST is an opinionated ideas-first support network for EA (university) groups. And you can see from Matt's blog the absolutely insane care he has for us. BlueDot grew out of a group of Cambridge EAs that wanted to make much better introductions to EA topics than what was available out there, and now they're basically trying to solve the talent gap for anything bad AI forever after My natural next thought, is that maybe some more of the responsibilities currently conceived as “CEA's job” would be better handled by small teams not directly (or only very loosely affiliated with) CEA. Beyond the previous examples, there's many advantages to small independent teams here: You can take risks that CEA can't You can kindle a culture that promotes ambitious [...] --- First published: July 3rd, 2026 Source: https://forum.effectivealtruism.org/posts/ovSoLXJHNu2LbcsDb/mabye-do-the-thing-you-wish-cea-would-do --- Narrated by TYPE III AUDIO.

I used AI to fix transcription errors, rerrarange the ideas, and suggest tweaks to the title and some sentences. Three of the most exciting projects to come out of EA in recent years are, in a vague sense, CEA spinouts: Kairos is directly a spinout of CEA and now handles most support for university AI safety groups. Basically everyone I've found who knows them is really excited about what they do NEST is an opinionated ideas-first support network for EA (university) groups. And you can see from Matt's blog the absolutely insane care he has for us. BlueDot grew out of a group of Cambridge EAs that wanted to make much better introductions to EA topics than what was available out there, and now they're basically trying to solve the talent gap for anything bad AI forever after My natural next thought, is that maybe some more of the responsibilities currently conceived as “CEA's job” would be better handled by small teams not directly (or only very loosely affiliated with) CEA. Beyond the previous examples, there's many advantages to small independent teams here: You can take risks that CEA can't You can kindle a culture that promotes ambitious [...] --- First published: July 3rd, 2026 Source: https://forum.effectivealtruism.org/posts/ovSoLXJHNu2LbcsDb/maybe-do-the-thing-you-wish-cea-would-do --- Narrated by TYPE III AUDIO.

After diving into the new specs for the Water Resources PE, it's time to do the same for the Transportation PE Exam and figure out what's actually changing in 2027 if you're taking this one.

What works in a craft grow doesn't always survive commercial scale.In this episode of Grow Sessions, host Mark Doherty speaks with Deron Caplan about the most common—and costly—mistakes in scaling cultivation operations. They break down why commercial facilities fail when HVAC systems are oversized and poorly balanced, how lighting decisions can unintentionally spike latent load and humidity stress, and why genetics often break down when too many strains are forced into uniform environmental conditions.The conversation also explores the operational gaps that emerge at scale: when cultivation leaders are expected to act as facility engineers, when preventative maintenance is missing, and when data like VWC, EC, and dry-back are not used to steer crops in real time.Finally, they discuss the post-harvest bottleneck—where even a successful grow can lose value if drying and curing capacity cannot keep pace.

VivaTech rivalise désormais avec le CES • La souveraineté numérique révèle ses contradictions • L'affaire Anthropic réveille l'Europe • L'IA s'affiche optimiste malgré les craintes sur l'emploi • Les robots restent encore largement en apprentissage • La deep tech française montre ses forcesAvec Bruno Guglielminetti (Mon Carnet)VivaTech change de dimensionNous dressons le bilan de la dixième édition de VivaTech, devenue un rendez-vous international capable de rivaliser avec le CES par son ampleur, ses intervenants et la diversité des innovations présentées. Bruno souligne toutefois l'écart entre les chiffres annoncés, la visibilité offerte aux délégations étrangères et les retombées commerciales réellement obtenues.Une souveraineté numérique à double tranchantNous revenons sur l'omniprésence de la souveraineté technologique dans les allées du salon. La priorité donnée aux solutions françaises et européennes répond à une dépendance devenue préoccupante envers les États-Unis, mais elle risque aussi de fermer la porte à des partenaires comme le Canada, pourtant proches de l'Europe sur les plans économique et politique.L'Europe ne pourra pas avancer seuleNous défendons une souveraineté fondée sur la coopération plutôt que sur l'autarcie. Aucun pays ne dispose seul de toutes les infrastructures, des capacités industrielles et de la puissance de calcul nécessaires : la France, l'Allemagne, le Canada et d'autres partenaires doivent donc combiner leurs forces.Quand les géants américains se disent souverainsNous observons comment Microsoft et d'autres groupes américains adaptent leur discours en proposant des centres de données locaux, des services opérés en France et des dispositifs de contrôle renforcés. Leur argument est simple : la souveraineté doit rester compatible avec la compétitivité et l'accès aux technologies les plus performantes.Des IA adaptées aux cultures localesNous insistons sur un enjeu souvent négligé : l'entraînement des modèles dans les langues, les références et les réalités culturelles de chaque pays. Des modèles majoritairement façonnés par la culture américaine risquent de diffuser des biais et des représentations qui ne correspondent ni à l'Europe, ni au Canada, ni au Brésil.L'affaire Anthropic provoque un électrochocNous analysons la décision américaine ayant conduit Anthropic à suspendre ses modèles Fable 5 et Mythos 5 après des inquiétudes liées à leurs capacités en cybersécurité. Même si l'Europe n'était pas directement visée, l'épisode a démontré qu'une décision prise à Washington pouvait interrompre brutalement l'accès mondial à une technologie stratégique.L'optimisme de Jeff Bezos et Yann LeCunNous évoquons les interventions de Jeff Bezos, Amazon, Blue Origin et Prometheus, et de Yann LeCun, AMI Labs et New York University, qui ont défendu une vision moins alarmiste de l'intelligence artificielle. Face aux scénarios de suppressions massives d'emplois, ils mettent davantage l'accent sur la création d'activités, la productivité et le manque futur de main-d'œuvre.Des robots encore peu autonomesNous faisons le tour des humanoïdes présentés par Unitree, Agibot, Wandercraft ou Enchanted Tools. Derrière les démonstrations spectaculaires, beaucoup de machines restent téléopérées : le véritable défi consiste désormais à leur apprendre à comprendre leur environnement et à agir seules de manière fiable.Les robots vont-ils prendre nos emplois ?Nous estimons que la robotisation touchera d'abord les tâches pénibles, répétitives ou dangereuses. Comme lors des précédentes révolutions industrielles, certains métiers disparaîtront ou évolueront, ce qui rend indispensables la formation, la reconversion et l'accompagnement des travailleurs.Le luxe accélère dans l'IANous observons la place centrale de LVMH et de L'Oréal dans l'écosystème VivaTech. Au-delà de la vitrine, les groupes de luxe utilisent désormais l'intelligence artificielle pour le conseil, la relation client et la visibilité de leurs produits dans les assistants conversationnels, appelés à devenir de nouveaux prescripteurs.La deep tech française en première ligneNous mettons en avant la recherche menée par le CEA, Inria, le CNRS et Orange autour des agents d'intelligence artificielle et de leur interopérabilité. Ce travail de fond, moins spectaculaire que les démonstrations commerciales, constitue pourtant l'un des atouts les plus solides de l'écosystème français.Des innovations venues de plusieurs continentsNous soulignons la forte représentation du Canada, de l'Afrique et de l'Asie dans le salon. Bruno présente notamment Alexandre Triquet, Reveal Life Science, dont le dispositif d'analyse de tissus aide à détecter des cellules cancéreuses et a remporté l'OVHcloud Startup Challenge de VivaTech 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Join Cult of the Living Dead as we journey across windswept deserts, cavernous palaces, and spice-filled wastelands in Dune. In this episode, The Dale and Cea unpack David Lynch's 1984 adaptation of Frank Herbert's epic science-fiction saga, tracing how the film blends cosmic prophecy, political intrigue, and surreal body horror into a sprawling tale of destiny and rebellion. We explore how Paul Atreides' transformation into a messianic figure, the ruthless ambitions of House Harkonnen, and the mysticism surrounding the spice Melange turn a galactic power struggle into a dreamlike meditation on power, faith, and human evolution.

Recently celebrating its 15th anniversary, Gotham Greens co-founder Viraj Puri and new CEO Craig Stevenson discuss moving past proof-of-concept, navigating the recent shakeout CEA, and why the future of the category relies on operational excellence over tech hype.See omnystudio.com/listener for privacy information.

Joy Colon is an educator who serves and gives back to her students, colleagues, union, and community in many ways. The Greenwich High special education teacher talks with CEA President Kate Dias and Vice President Joslyn DeLancey about her experience in the classroom, her work as co-chair of the CEA Racial and Ethnic Diversity Affairs Commission, and the many other ways she serves her community including as a member of Trumbull's Town Council. From among the many teachers who were nominated, Colon was selected to receive CEA's highest teaching award, The John McCormack Award for Teaching Excellence, which comes with a $2,000 cash honorarium and honors an educator who excels in the classroom and as a union advocate.

¡Amigos de #!ContenidoExtraEn esta ocasión les tengo una charla especial con José Ron.Descubre los secretos detrás de su trayectoria: desde sus inicios en la música en Guadalajara con su banda Koktel, hasta el día en que un fotógrafo envió su fotografía al CEA sin que él lo supiera, cambiando el rumbo de su vida para siempre. Además, nos revela cómo el icónico personaje de 'Juan del Diablo' (interpretado por Eduardo Palomo en Corazón Salvaje) fue su gran inspiración para entrar al mundo de la actuación

Last week we showed you why you keep losing money on every job. This week, we show you how to stop it.In part 2 of this two-part series, Clark and James get fully practical — five systems, real language, and the exact processes they use to protect every dollar on every job. No theory, no fluff. Just the playbook.They cover:Fix #1: How to turn your estimate into a scope fence with exclusions, not just inclusionsThe line every estimate needs: "This does not include…"Fix #2: How the CEA sets the culture on day one and trains your client before a hammer swingsWhy telling your client to "be a Karen" with your scope is the smartest move you can makeFix #3: The work order rule that protects you from disappearing change ordersWhy charging for change orders isn't greedy — it's accounting for the real costFix #4: How to hold the line on a change order without losing the clientThe silent death of clients who love you but never refer youFix #5: The bank line item — Clark loves it, James doesn't, and you get both argumentsIf part 1 made you realize how much you're losing, part 2 is how you stop the bleeding.If you're doing $350K–$2M a year in revenue, coaching pays for itself. A 5% efficiency gain alone covers the cost — and that's before we even talk about growth. We help contractors stop losing money on crews, change orders, and inefficient operations — and start scaling. Ready to have the conversation? Set up a free call at contractorcuts.comContractor Cuts is a weekly podcast for contractors who want to build a better business — covering sales, operations, hiring, finances, and everything in between.

La France a officiellement rejoint, le 4 juin 2026, le cercle restreint des quatorze pays membres de l'Observatoire SKA, l'organisation internationale chargée de piloter la construction du plus vaste réseau de radiotélescopes jamais conçu. Une adhésion qui a concrétisé cinq années de démarches, depuis l'engagement pris par Emmanuel Macron lors d'une visite d'État à Pretoria.Le SKA, acronyme de Square Kilometer Array, repose sur deux installations géantes réparties entre l'Afrique du Sud et l'Australie. Côté sud-africain, 197 grandes paraboles ont été prévues pour capter les ondes radio de moyenne fréquence. Côté australien, 131 000 antennes doivent explorer les basses fréquences, celles qui permettent de remonter très loin dans l'histoire de l'Univers. L'objectif scientifique est immense : observer les premières étoiles, comprendre la formation des galaxies, étudier les pulsars (ces étoiles mortes extrêmement denses qui émettent des signaux réguliers) ou encore sonder les origines possibles de la vie dans le cosmos. Avec un coût supérieur au milliard d'euros, le SKA est devenu l'un des grands projets scientifiques internationaux de la décennie.L'arrivée française n'a pas été improvisée. Depuis 2018, le CNRS coordonne SKA-France, une coalition réunissant neuf établissements académiques, parmi lesquels l'Inria, le CEA et plusieurs universités. Ce travail de fond a permis à la recherche française de s'inscrire durablement dans le projet. L'industrie française était déjà engagée avant même l'adhésion officielle. En 2025, Bull a obtenu un premier contrat pour fournir une partie du Science Data Processor, le cerveau informatique du SKA. Son rôle : transformer l'immense flux de signaux captés par les antennes en images exploitables du ciel. Le défi est colossal, puisque le SKA doit générer jusqu'à un milliard de gigaoctets de données par jour.La France s'est aussi investie dans les enjeux de calcul intensif et d'efficacité énergétique, notamment à travers le laboratoire ECLAT et le groupe international SCOOP. Sur le plan scientifique, ses chercheurs participent à treize des quatorze groupes de travail du SKA, avec des responsabilités majeures en cosmologie et sur les origines de la vie. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Imagine this: you step away from civil engineering for years to raise your kids, and then come back to the profession and have to pull off one of the biggest achievements in everybody's career right off the bat?

This episode features Jacquelyn Valek joining Jackie Ruhlin for a conversation on workforce development, Young Professionals, and the continued momentum shaping the construction industry. They also share key updates from the past quarter and discuss upcoming CEA programs, initiatives, and member engagement opportunities.

You finish the job, look at the numbers, and somehow you're $3,000 short of where you thought you'd be. Again.That's scope creep — and it's the biggest hole in most contractors' buckets. In part 1 of this two-part series, Clark and James break down why it keeps happening, the four different ways it sneaks in, and why "I'll just eat it" is quietly killing your margins, your timelines, and your relationships with your crews.They cover:The "while you're here" trap that turns into hundreds of unbilled hoursWhy fear of conflict trains your clients to expect freebiesThe four types of scope creep — and why most contractors don't even see them happeningThe assumption game between you and the client that always costs you moneyWhy gray-area scope language is your biggest enemy on every estimateHow client-driven creep builds resentment that explodes mid-projectThe real triple cost of every freebie — money, timeline, and your subsThe one habit you can start using today to flip the dynamic completelyIf you've ever ended a job feeling like you got nickel-and-dimed by your own scope, this is the episode that opens your eyes.Part 2 drops next week — full systems, CEA language, change order culture, and the bank line item that protects every dollar.If you're doing $350K–$2M a year in revenue, coaching pays for itself. A 5% efficiency gain alone covers the cost — and that's before we even talk about growth. We help contractors stop losing money on crews, change orders, and inefficient operations — and start scaling. Ready to have the conversation? Set up a free call at contractorcuts.comContractor Cuts is a weekly podcast for contractors who want to build a better business — covering sales, operations, hiring, finances, and everything in between.

Join Cult of the Living Dead as we peek behind white picket fences, shadowy alleyways, and nightmare-soaked suburban interiors in Blue Velvet. In this episode, The Dale and Cea unpack David Lynch's 1986 neo-noir nightmare, tracing how the film peels back the glossy veneer of small-town America to reveal a world of obsession, violence, and psychosexual decay. We explore how Jeffrey Beaumont's voyeuristic curiosity, Dorothy Vallens' tortured duality, and Frank Booth's unhinged brutality transform a suburban thriller into a descent through the subconscious, where innocence is corrupted and desire turns monstrous.

In this episode of Grow Sessions, Live Long and Process: GMP & the Future of Cultivation, Mark Doherty sits down with Darwin Millard—known as the “Spock of the industry”—to explore how GMP, consistency, and systems-based thinking are shaping not just today's operations, but the future direction of cultivation and processing as the industry matures.With a mechanical engineering background and a “cold and logical” approach, Darwin applies disciplined thinking to processing, summed up in his mantra: “Live long and process.” The episode covers the shift toward standardized, data-driven production and why solventless extraction is becoming a benchmark for purity and consistency in an increasingly quality-driven market.A major focus is facility design under GMP and GACP frameworks, and why even advanced operations still fail microbial standards due to avoidable design flaws like airflow, HVAC layout, and poor clean-room planning. Darwin outlines what true clean-room thinking requires—from non-porous materials to sanitation-first construction.Looking ahead, the conversation expands into what the next generation of cultivation will look like: more automated environments, tighter environmental control, real-time data monitoring, and increased alignment with pharmaceutical manufacturing standards. As markets mature, Darwin explains how operators who embrace repeatable systems, validation, and certification will be best positioned for scalability and long-term viability, while those relying on legacy methods will struggle to keep pace.The conversation also explores global regulatory pressures and how operators can navigate evolving compliance expectations while bridging pharma-grade rigor with emerging industry frameworks. Third-party certification is highlighted as a key strategy for future-proofing operations.To close, Darwin breaks down the economics of compliance—arguing that proactive investment in safety systems is not just regulatory, but essential for reducing risk, avoiding recalls, and building long-term operational resilience.Darwin Millard, CSQ (Cannabis Safety & Quality) Darwin Millard is a 18-year cannabis/hemp industry veteran, cannabinoid extraction specialist, policy change-maker, and one of Marijuana Venture's ‘40 Under 40' Executives to Watch in Cannabis. Colloquially known as “The Spock of Cannabis,” Millard has focused on the extraction and manufacturing of nutraceutical products containing cannabinoids for nearly two decades, helping companies “live long and process” by implementing cost-effective, purpose-driven phytocannabinoid processing and herbal product manufacturing solutions. Millard specializes in mechanical and solvent based extraction methods for isolating highly volatile terpenophenolic secondary metabolites from botanicals, and his expertise has progressed the cannabinoid product industry forward. In 2012, Millard took part in developing the first legally sold CBD dietary supplement and he's since worked in some capacity with every major publicly traded cannabis operator at some point in their business lifecycle.Throughout his vast industry experience, Millard learned first-hand about the need for standardization within the cannabis industries, which led him to where he is today. Now Millard champions the benefits of standardization as the Technical Director for Cannabis Safety & Quality (CSQ), the first accredited safety and quality certification program to meet ISO requirements and regulatory requirements from seed-to-sale for the manufacture of cannabinoid-containing products. In addition to his role at CSQ, Darwin is the Vice Chair of ASTM International's Committee D37 on Cannabis, a group dedicated to the development of voluntary consensus standards for the global cannabis/hemp industry.If you'd like to connect with Darwin, please email him at darwin@thespockofcannabis.com or connect with him on Linkedin.Mark Doherty, Doherty AgMark Doherty is the VP of Construction & Facilities Management for Grown Rogue, bringing over 15 years of experience in CEA and commercial cannabis cultivation. Throughout his career, he has led operations and facility development across multiple national brands, including roles as COO at Dual Draft Integrated Airflow, Exec. VP at urban-gro, and VP of Facilities Management at Vireo Growth.Through his firm Doherty Agriculture, Mark focuses on turning underperforming cultivation assets using his signature People, Plants, Profits framework—treating each facility as a living, breathing machine to drive efficiency, consistency, and profitability. He is known for combining deep technical expertise with practical leadership to elevate both.If you'd like to connect with Mark, please email him at mark.edward.doherty@gmail.com.Thanks for listening. Be sure to subscribe to our podcast to receive upcoming episodes. 

[Cross posted from my substack] In their EA Forum post last year, CEA described their ‘principles-first approach to stewardship of the EA community'. I'm a big fan of principles-first stewardship in principle. I think EA needs a steward, and I think that stewardship should be organised around EA's core principles. But I think CEA's particular growth-centric approach to principles-first stewardship is stewarding EA in the wrong direction. I think that: The key question for principles-first stewardship should be "Is EA a place that embodies and nurtures EA principles?" I think there are serious reasons to worry that it isn't such a place - that EA has become more ideological and less truth-seeking over time, and that growth focused approaches to community building like CEAs are a big part of the reason why. A summary of my main points: It seems to me that EA is dying. I'm less concerned here about growth metrics, and more concerned about the health of EA as a community and a moral/ intellectual project. It seems to me that EA is losing its question-nature, and also has become something that people are less and less willing to stand behind or participate [...] ---Outline:(04:16) It seems to me that EA is dying(05:05) EA as a question(06:26) EA as a community(07:30) Various posts which inform my conception of EA death(08:42) Growth is not "Community Building 101"(10:20) The growth funnel model is in tension with open truth-seeking(10:25) Targeting high impact careers and donations(13:04) Selection effects(15:20) Growth is only good if EA is functioning well(17:23) EA community building doesn't serve the people who embody EA most deeply(20:01) FTX was a trust problem, not just a brand problem(22:14) CEA's brand strategy is in tension with open truth-seeking(24:33) What principles-first stewardship could look like --- First published: May 28th, 2026 Source: https://forum.effectivealtruism.org/posts/xsffhcHoexJgH4h4X/my-disagreements-with-cea-s-approach-to-stewarding-ea --- Narrated by TYPE III AUDIO.

durée : 00:04:24 - Les Matins de France Culture - par : Alexandra Delbot - Pour comprendre le climat de 2100, des scientifiques remontent au Miocène moyen, il y a 15 millions d'années, lorsque la Terre connaissait des taux élevés de CO2. Une nouvelle étude suggère que les modèles climatiques sous-estiment peut-être le rôle de la banquise. - invités : Gilles Ramstein Paléoclimatologue, directeur de recherche CEA au Laboratoire des sciences du climat et de l'environnement (LSCE) Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Description: The site visit isn't a measuring trip — it's a date. And how you run it determines whether you get the signature or get ghosted.In part 2 of this two-part series, Clark and James pick up right where part 1 left off and walk through everything from the on-site estimate to landing the signed contract. This is where the real money is made — or quietly lost.They cover:How to run a site visit so the client sees you as a guide, not a note-takerThe "have you considered" questions that build instant trust and unlock bigger budgetsHow to read a client's level of pickiness before you bid the jobThe smart way to talk through finish levels (drywall, trim, fixtures) so clients self-select their price tierWhy your line items need to speak to three audiences — the client, the crew, and future-youThe 48-hour window after the site visit where most contractors lose the emotional momentumHow to talk about price without apologizing or negotiating against yourselfWhen and how to pitch the CEA — the "meet the parents" moment of your sales processThe follow-up plays that keep you in the game between presentation and signatureWhy a CEA you can't deliver on is worse than no CEA at allIf you've been stuck losing jobs to cheaper bids or watching estimates go cold — this is the playbook that flips it.If you're doing $350K–$2M a year in revenue, coaching pays for itself. A 5% efficiency gain alone covers the cost — and that's before we even talk about growth. We help contractors stop losing money on crews, change orders, and inefficient operations — and start scaling. Ready to have the conversation? Set up a free call at contractorcuts.comContractor Cuts is a weekly podcast for contractors who want to build a better business — covering sales, operations, hiring, finances, and everything in between.

Cea mai ascultată emisiune din ţară în care românii se fac auziţi

Cea mai ascultată emisiune din ţară în care românii se fac auziţi

During the WICC Brown Roofing Melissa In The Morning Diner Tour, we welcome teachers from the CEA to talk about the school year, that includes Peggy who joined Melissa to talk about the end of year stuff.

durée : 00:05:12 - Avec sciences - par : Alexandra Delbot - Pourquoi nos planètes sont-elles si différentes alors qu'elles sont toutes nées du même gaz ? Une nouvelle étude montre que des refroidissements brutaux dans la jeune nébuleuse solaire seraient à l'origine de la diversité des premiers solides de notre système. - invités : Sébastien Charnoz Astrophysicien à l'université Denis-Diderot (Paris VII) et au CEA

Most contractors lose jobs before they ever walk on site — and they don't even realize it.In part 1 of this two-part series, Clark and James break down the front half of the sales process: from the first call to the desk estimate review. This is where you either build a relationship that lands the job or get treated like every other contractor sending out bids.They cover:Why you're not selling a kitchen — you're selling the experienceHow to flip a transactional client into a real conversation in the first 60 secondsThe "guide vs. transaction" mindset that separates pros from everyone elseHow to build a desk estimate that actually moves the sale forwardWhy the pre-construction line item makes you more money and earns more trustHow to align the client's budget and expectations with them, not at themWhy texting numbers and details is killing your close rateThe early seeds of the CEA that you should be planting from day oneWhere contractors lose the job between first contact and site visit — without even knowing itIf you've ever felt like you're just one of three bids on a spreadsheet, this is the episode that changes the game.Part 2 drops next week — we talk on site, revise the estimate, and walk through how to land the signature.If you're doing $350K–$2M a year in revenue, coaching pays for itself. A 5% efficiency gain alone covers the cost — and that's before we even talk about growth. We help contractors stop losing money on crews, change orders, and inefficient operations — and start scaling. Ready to have the conversation? Set up a free call at contractorcuts.comContractor Cuts is a weekly podcast for contractors who want to build a better business — covering sales, operations, hiring, finances, and everything in between.

Join Cult of the Living Dead as we trek through fog-covered Scottish Highlands, isolated farmhouses, and blood-soaked forests in Dog Soldiers. In this episode, The Dale and Cea unpack Neil Marshall's 2002 werewolf horror film, tracing how the movie fuses military action, siege tension, and creature-feature brutality into a relentless fight for survival. We explore how Sergeant Wells' doomed training mission, Cooper's growing resolve, and the squad's desperate attempts to survive the night transform the werewolf myth into a claustrophobic war story fueled by paranoia, camaraderie, and savage practical effects.

Join Cult of the Living Dead as we tumble through dubbed-over monasteries, cow-filled battlefields, and nonsensical kung fu arenas in Kung Pow! Enter the Fist. In this episode, The Dale and Cea unpack Steve Oedekerk's 2002 martial arts spoof, tracing how the film weaponizes recycled footage and absurd dubbing to turn a traditional revenge narrative into a barrage of surreal, fourth-wall-breaking gags. We explore how The Chosen One's impossible backstory, Master Tang's offbeat mentorship, and the relentless stream of visual nonsense transform kung fu mythology into something gleefully idiotic and weirdly inventive.

Mihai Morar vă propune două podcasturi într-unul: interviu cu scriitoarea Daniela Zeca, dar și cu omul de presă Daniela Zeca Buzura!Un interviu dual, care urmărește în paralel două povești de succes. Cea a scriitoarei contemporane ale cărei cărți s-au vândut în zeci de mii de exemplare, care însă este și un om de presă de referință. Fostă directoare a TVR Cultural, realizatoarea emisiunii Mic dejun cu un campion, profesoară de jurnalism.Fain & Simplu îți aduce o poveste demnă de o carte de succes.  Daniela Zeca Buzura devine ea, pentru câteva ore, subiect de carte.Intervievata de Mihai Morar.

The state House is passing a bill to ban cellphones in public schools. It now moves on to the state Senate for a vote. Current law implements some limitations on cell phone use in schools but stops short of a bell-to-bell ban. Joslyn DeLancey, Connecticut Education Association Vice President. The CEA is the largest teachers' union in the state.To read the full bill: https://www.cga.ct.gov/asp/CGABillStatus/cgabillstatus.asp?selBillType=Bill&bill_num=HB5035

durée : 00:04:54 - Avec sciences - par : Alexandra Delbot - Avant de chercher de la vie, on veut trouver une atmosphère. Mauvaise nouvelle pour TRAPPIST-1, une étude révèle que la planète 1b, et certainement 1c, n'en possèdent pas. La carte thermique montre des écarts extrêmes de température entre le côté jour et nuit, signe qu'il n'y a pas d'atmosphère. - invités : Elsa Ducrot Astronome-adjointe à l'observatoire des sciences de l'Univers de Paris Saclay, au CEA

Join Cult of the Living Dead as we crash into suburban backyards, alien wastelands, and neon-soaked battlefields in Psycho Goreman. In this episode, The Dale and Cea unpack Steven Kostanski's 2020 splatter-comedy oddity, tracing how the film weaponizes childhood imagination to bend a galaxy-conquering tyrant into a pet through a series of absurd, gore-drenched power plays. We explore how Mimi's deadpan cruelty, PG's reluctant servitude, and the parade of grotesque alien designs transform cosmic annihilation into something hilariously petty and strangely heartfelt. Here, the violence is gleefully excessive, the tone swings between Saturday morning chaos and R-rated carnage.

Join Cult of the Living Dead as we descend into the blood-soaked streets of Boston in The Boondock Saints II: All Saints Day. In this episode, The Dale and Cea unpack Troy Duffy's 2009 vigilante sequel, tracing how the film expands the MacManus brothers' myth from underground legend to operatic blood feud through a series of stylized, almost comic-book set pieces. We explore how the cold ritual of their executions, the exaggerated chaos of the Romans' underworld connections, and the looming presence of Detective Eunice Bloom transform revenge into something both sacred and absurdly mythic. Here, the violence is balletic, the morality deliberately murky, and every gunshot echoes like another verse in the brothers' self-written gospel of judgment.

​Daniel Cafelutza a construit și crescut branduri pe social media și în episodul de azi vorbim despre tot ce contează cu adevărat când vrei să crești un brand modern în 2026.Podcastul a fost un podcast live în cadrul meetup-urilor locale pe care le facem în cadrul conferinței  @growthconcluj  0:48 – Cum și-a construit brandul personal: organic sau intenționat?3:08 – Branding în 30 de secunde: explicația pentru antreprenori ocupați5:03 – Viziune vs. autenticitate: care e mai importantă?6:01 – Cum recunoști autenticitatea la un om7:08 – Cea mai mare iluzie despre social media10:00 – Valorile pe care le urmează Daniel11:14 – Povestea lui: cum a început și ce face azi14:14 – Ce nu înțeleg oamenii despre el17:32 – Întrebările care te ajută să-ți găsești viziunea de brand23:52 – Cum rămâne autentic și ce limite își impune27:33 – Dacă ar dispărea social media, ce ar face?28:30 – Cum a ajuns la numele de Daniel Cafelutza31:03 – Cum a ajuns să facă muzică34:19 – A ajutat muzica în branding și lansarea GOAT?35:47 – De ce a ales să lanseze un business offline37:14 – Cine îl ajută să îți mențină direcția potrivită și atitudinea pozitivă39:55 – Un mit din social media care trebuie să dispară41:02 – Ce faci dacă nu vrei să-ți pui fața pe social media41:26 – Ce urmează pentru elDiscutăm despre cum arată un brand modern, ce amplifică organic un cont pe social media și ce strategie de creștere funcționează acum - nu teorie, ci lucruri pe care le aplici imediat.Un episod util dacă ești marketer, lucrezi într-o agenție sau gestionezi social media pentru clienți.──────────────────────────────Cumpără bilete pentru GrowthCon 2026 - https://growthcon.roNu mai sta la mila algoritmilor, abonează-te la newsletterul meu săptămânal de marketing - https://katai.ro

Join Cult of the Living Dead as we drift through silent orbitals, antiseptic spacecraft corridors, and the unnerving vastness of deep space in 2001: A Space Odyssey. In this episode, The Dale and Cea unpack Kubrick's monumental 1968 sci-fi odyssey, tracing how the film stretches from prehistoric violence to cosmic rebirth through a series of precise, almost ritualistic images. We explore how the cold geometry of spacecraft interiors, the eerie calm of HAL 9000, and the monolith's impossible presence transform evolution into something both terrifying and transcendent. Here, the horror is existential, the technology immaculate, and every cut opens another abyss between humanity and whatever comes next.

durée : 00:04:49 - Le Reportage de la rédaction - De 1966 à 1996, la France a fait exploser 193 bombes en Polynésie. Le gouvernement reconnait que 170 000 personnes y ont été exposées ; civils, travailleurs du CEA, et 58 000 militaires. Venu y faire son service militaire, Alberto Bono a passé sa vie à chercher la vérité sur ces essais nucléaires.

Owning a home feels increasingly unattainable for many middle-class Americans. Last year, home prices surged to nearly five times the median income. Yet the pace of building new housing, which could create more affordability, remains slow. In this episode, host Samantha Laine Perfas talks with urban economist Ed Glaeser, former CEA chair Jason Furman, and innovative housing expert Amy Tomasso about how those hoping to buy can make sense of the current housing crisis.

Educator legislators State Reps. Patrick Biggins and Ron Napoli talk with CEA President Kate Dias and Vice President Joslyn DeLancey about priorities this legislative session and how CEA members can best get their message across to lawmakers. CEA's Lobby Day on April 8 is the perfect opportunity to connect with your legislators. Register today.

Self Created Valuation Boosts Apple Announces new Podcast push AI – A breakdown Playing them like a fiddle – Warner Brothers PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - A NEW CTP just announced - China releasing new AI models - AI - A breakdown - we are on overload - Big Employment news.... Markets - Self Created Valuation Boosts - Apple Announces new Podcast push - Playing them like a fiddle - Warner Brothers Quick Note - Going to rip up the playbook on something this week on TDI Podcast. Anyone who owns an annuity should listen to what is about to come on next Sundays show.....  No Agenda... Olympics - Anything to discuss? MONEY FOR ALL - The average tax refund is 10.9% higher so far this season, compared to about the same point in 2025, according to early filing data from the IRS. - The 2026 tax season opened Jan. 26, and the average refund amount was $2,290 as of Feb. 6, up from $2,065 about one year prior, the IRS reported Friday night. - As of Feb. 6, the total amount refunded was more than $16.9 billion, up 1.9% compared to last year, according to the IRS release. That figure reflects current-year returns only. - This is partly because there were excess-witholdings from last year on the rules changed and paycheck withholdings were not adjusted. This is a one time situation.. Emplyment - 4.3% - "Better" than expected payrolls number - A major revision was released last Wednesday. Overall 2025 job growth was much weaker than initially reported. The total net change for the full year 2025 was revised down from +584,000 jobs to just +181,000 jobs (seasonally adjusted) — an average of only about 15,000 jobs added per month instead of ~49,000. This made 2025 one of the weakest years for job creation in recent non-recession periods. - Employment levels were consistently overstated throughout 2025 by roughly 800,000 to over 1 million jobs, peaking around mid-year. For example: By March 2025, the level was revised down by 898,000. By December 2025 (preliminary), down by 1,029,000. - Monthly changes were also adjusted downward in most cases (e.g., August's originally reported -26,000 became a larger loss of -70,000; September's +108,000 became +76,000). - The revisions reflect normal annual benchmarking, but this one was unusually large (larger than the typical 0.2% average over the prior decade), likely due to factors like overestimation of business births or other data mismatches. - In short, the data reveals that the U.S. labor market in 2025 was significantly softer than the monthly headlines suggested at the time — job growth was overstated by a substantial margin, painting a picture of a much weaker employment picture for the year. AI Updates - While U.S. markets have been focused on the impact of Anthropic and Altruist's tools on software and financial services, China's tech giants have released AI models this week that have shown advancements in robotics and video generation. - Google is reporting that China's AI models are just MONTHS behind western models - However - is this progress? In a video demo, Alibaba showed a robot with pincers for hands that appeared to be able to count oranges, pick them up and place them in a basket. It was also shown taking milk out of a fridge. - Alibaba on Monday unveiled a new artificial intelligence model Qwen 3.5 designed to execute complex tasks independently, with big improvements in performance and cost that the Chinese tech giant claims beat major U.S. rival models on several benchmarks. - Zhipu AI — which trades as Knowledge Atlas Technology in Hong Kong said the model approaches Anthropic's Claude Opus 4.5 in coding benchmarks while surpassing Google's Gemini 3 Pro on some tests. - Shares of MiniMax also jumped Thursday after it launched its updated M2.5 open-source model with enhanced AI agent tools. Grok Update - Grok, Elon Musk's AI chatbot, has been gaining ground in the U.S. over the past months, data showed, even as it draws global censure and regulatory scrutiny after being used to generate a wave of non-consensual sexualized images of women and minors. - U.S. market share of the tool rose to 17.8% last month from 14% in December, and 1.9% in January 2025, according to data from research firm Apptopia. - Men are still the largest % users of Grok ~ 78% (down from 89% in April 2025) AI Market Share - ChatGPT's share slumped to 52.9% last month from 80.9% in January last year, while Gemini's grew to 29.4% from 17.3% over the same period. AI Market Share InfoGrapic and AI Understanding - Have we gone through this? - At its core, AI is technology that lets machines perform tasks that normally require human intelligence — things like understanding language, recognizing images, making decisions, or solving problems. - Modern AI (especially since ~2022) is dominated by machine learning — systems that learn patterns from huge amounts of data instead of being explicitly programmed rule-by-rule. - Inference is the "using" or "applying" phase of AI — when a trained model takes new input and produces an output / prediction / answer. Contrast with training (the "learning" phase): ------ Training ? Like a student studying for years: very compute-heavy, expensive, done once (or rarely) on massive servers/GPUs, adjusts billions of parameters based on examples. ------ Inference ? Like the student taking a test or doing their job: much faster, cheaper, runs on your phone/laptop/cloud, uses the fixed knowledge from training to respond instantly. - gentic AI takes regular AI (like chat models) to the next level: instead of just answering questions or generating text, these systems act autonomously to achieve goals with minimal human help. "Agentic" comes from "agency" — the ability to make decisions, plan, use tools, take actions, adapt, and even learn from results — like a smart digital employee rather than just a smart answer machine. AI Infographic Last AI Item - A shortage of memory chips is hammering profits, derailing corporate plans, and inflating price tags on various products, with the crunch expected to get worse. - The fundamental reason for the squeeze is the buildout of AI data centers, with companies like Alphabet and OpenAI buying up large shares of memory chip production, leaving consumer electronics producers fighting over a dwindling supply. - The resulting price spikes are causing concern, with some warning of "RAMmageddon" and others predicting that memory chip prices will go "parabolic", bringing lavish profits to some companies but painful prices to the rest of the electronics sector. Here is something: - Gallup will no longer track presidential approval ratings after nearly 90 years - Founded by George Gallup in 1935, the Washington, DC-based management company began tracking the president's job performance 88 years ago. - Gallup told USA TODAY it will no longer publish "favorability ratings of political figures," a decision it said "reflects an evolution in how Gallup focuses its public research and thought leadership." - Gallup said the ratings are now "widely produced, aggregated and interpreted, and no longer represent an area where Gallup can make its most distinctive contribution." - "Our commitment is to long-term, methodologically sound research on issues and conditions that shape people's lives," the company wrote, adding that its work will continue through the Gallup Poll Social Series, the Gallup Quarterly Business Review, the World Poll and more. - Seems like they are unable to SHAPE opinion due to social media etc.....? Apple Podcast Update - Big news! - Apple on Monday announced that it will bring a new integrated video podcast experience to Apple Podcasts this spring. - The move comes as video viewership continues to reshape podcasting. About 37% of people over age 12 watch video podcasts monthly, according to Edison Research. - The update brings Apple Podcasts more in-line with its competitors Spotify, YouTube and now Netflix, which have increasingly leaned into video podcasting. -“Twenty years ago, Apple helped take podcasting mainstream by adding podcasts to iTunes, and more than a decade ago, we introduced the dedicated Apple Podcasts app,” said Eddy Cue, Apple's senior vice president of Services, in a statement. “ - By bringing a category-leading video experience to Apple Podcasts, we're putting creators in full control of their content and how they build their businesses, while making it easier than ever for audiences to listen to or watch podcasts.” M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo, will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Dalio Warning -  Legendary investor Ray Dalio said on Tuesday the world was “on the brink” of a capital war. - He said central banks and sovereign wealth funds were already preparing for measures like foreign exchange and capital controls. - "When money is weaponized using measures like trade embargoes, blocking access to capital markets, or using ownership of debt as leverage." - “Capital, money, matters,” Dalio said Tuesday. “We're seeing capital controls … taking place all over the world today, and who will experience that is questionable. So, we are on the brink — that doesn't mean we are in [a capital war now], but it means that it's a logical concern.” - Could this be why gold and siver are being hoarded (physical assets over digital currency? - Is China's edict to banks to diversify away from US Treasuries a sign? Self Boosted Valuation - Waymo is aiming to raise about $16 billion in a financing-round that would value it at nearly $110 billion, Bloomberg News reported, citing people familiar with the matter. - Alphabet would provide about $13 billion to the autonomous driving firm while the rest would come from investors including Sequoia Capital, DST Global and Dragoneer Investment Group, the report added. - Soooooo - Waymo is a unit of Alphabet.... Alphabet providing 80% of the funding that boosts valuations..... Hmmmmmmmm Warner Brothers -  Warner Bros Discovery Inc is considering reopening sale talks with Paramount Skydance Corp after receiving its amended offer. - The Warner Bros board is discussing whether Paramount could offer a path to a superior deal, which may ignite a second bidding war with Netflix Inc. - Paramount submitted amended terms that addressed several concerns, including covering a fee owed to Netflix and offering to backstop a Warner Bros debt refinancing. Economics Coming Up - Short Week - plenty of Reports - Wednesday - Durable Goods, Housing Starts, Industrial Production, FOMC Minutes - Thursday - Philly Fed, Initial Claims - Friday: PCE, Personal Income and Spending, GDP for Q4 (3.6%) ----- New Home Sales, UMich Feb Final   Love the Show? Then how about a Donation? ANNOUNCING THE THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Silver, Gold and Crypto (oh my) Hang on – Wild ride here Superbowl, Olympics- Wait until you hear about the CAPex spending! Shakeup in Dietville PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - Silver, Gold and Crypto (oh my) - Need a stock for CTP - Hang on - Wild ride here - Superbowl, Olympics- Wait until you hear about the CAPex spending! - Shakeup in Dietville Markets - Massive moved during the week - - Bitcoin clipped $60k before rebounding - DJIA tops 50,000 for the first time - Wait until you hear about the CAPex spending! - CAT == 1,100 points on the DJIA in 2026 Superbowl and Superbowl ads - Game review - Any ad stick out? - $10M per ad this year - Half Time with Bad Bunny? - Anthropic busting on OpenAi Last Week! - Massive moved - quick calc showed that about $1T was wiped from market caps in the sell-off, particularly in tech names. - HOWEVER - Friday alone is estimated to have added $1.5T to market cap AI Ripping Through - Plenty of names getting cooked over AI announcements - First it was the software companies - Now there are names in legal and finance that got clocked - Today - Altruist.ai can do tax planning and that hurt companies in financial space Earnings Season Update - Reporting so far: 59% of S&P 500 companies have reported Q4 2025 results. - Beat rate: 76% have topped EPS estimates (vs. 5-yr average: 78% (slightly lower) vs. 10-yr average: 76% (in line) - Magnitude of beats (aggregate): earnings are 7.6% above estimates vs. 5-yr average: 7.7% (about the same) vs. 10-yr average: 7.0% (a bit better) - Nothing great,  like Goldilocks Earnings Highlights - Palantir (PLTR): Reported strong Q4 results early in the week , beating estimates with revenue ~$1.41B (vs. ~$1.33B expected) and EPS $0.25 (vs. $0.23). Guidance for 2026 was upbeat (~61% revenue growth). Shares rallied sharply initially (~7–11% post-earnings), but gave back some gains amid broader tech volatility (e.g., down ~11–22% in parts of the week from peaks). - AMD: Reported mid-week, beating EPS (~$1.53 vs. lower expectations) with solid data center growth (~39%). However, Q1 guidance disappointed relative to high expectations in the AI chip space. Shares sank dramatically — down ~15–17% the next day, with some reports noting up to 20%+ drops at points, contributing to broader chip sector pressure. - Alphabet (GOOGL/GOOG): Reported beating on revenue (~$113.8B) and EPS (~$2.82), with strong core performance. But capex guidance for 2026 ($175–$185B, roughly double prior levels) sparked AI spending worries. Shares dipped post-earnings (down ~0.5–5% initially, flat to lower the next day, with some volatility pulling it below key moving averages). - Amazon (AMZN): Reported after hours on February 5, with mixed results — EPS ~$1.95 (narrow miss vs. ~$1.97 expected), but solid overall. The big negative was a surprise $200B capex forecast for 2026 (well above expectations), tied to AI/cloud buildout. Shares plunged sharply — down ~7–10% in after-hours/extended trading, with Friday moves around -5–8% in some sessions. Recent Tech CAPEX announcements - Amazon (AMZN) — Guided to approximately $200 billion in capex for 2026 (a massive jump from ~$125–131 billion in 2025, with ~80% likely AI-related per analyst commentary). This was the largest single-company figure and a major surprise, contributing heavily to the week's "wild" reactions. - Alphabet (GOOGL/GOOG) — Guided to $175–185 billion in capex for 2026 (roughly double the $91 billion spent in 2025, far above analyst expectations of ~$115–119 billion). Emphasis was on AI compute capacity, servers, data centers, and networking to meet demand for Gemini and cloud services. - Meta Platforms (META) — Guidance from late January (but heavily discussed last week): $115–135 billion for 2026 (up significantly from ~$70–72 billion in 2025, potentially an ~87% increase). - Microsoft (MSFT) — No new full explicit 2026 guidance in early February (fiscal year runs July–June), but recent quarterly run-rate and analyst projections put it around $97–145 billion (with some sources citing ~$105 billion or higher based on Q2 spending trends and signals of continued growth from prior levels of ~$88 billion in FY2025). ------!!!!Combined 2026 capex projected at $635–665 billion (low/high ends) or up to $650–700 billion in some reports — a ~60–74% increase from their collective ~$381 billion in 2025. Market Reaction from all of this.... - Markets were a bit spooked on the Anthropic announcement earlier in the week - software sold off and set a sour mood - Microsoft dumped pretty hard as the amount of spend was higher than anticipated, especially with some slower growth in Azure. - Amazon took a beating on the increased spend they anticipate *(extra by $50B) - BUT: Friday markets rallied as there was realization that the $200B spend by Amazon would seep into the economy and fuel infrastructure spending along with chips, tech etc. Other Earnings of Interest -  Reddit reported fourth-quarter earnings on Thursday in which the social media company beat on the top and bottom lines. - The company said it expects first-quarter sales to come in the range of $595 million to $605 million, which is higher than Wall Street expectations of $577 million. - Reddit also announced a $1 billion share repurchase program. - Reddit gets about $250 million a year from OpenAi and Google to have your data for training their LLMs While we are on the subject - Friday, DJIA hit 50,000 - first time ever! - Up 1,200 point of which approx 350 was from caterpillar and 280 was from Goldman Sachs Hats off to WalMart - Walmart Inc. shares pushed its market capitalization past $1 trillion on Tuesday for the first time ever| - Big transformation over the pst year - Walmart has maintained its appeal to households looking for value, its online offerings are drawing new, wealthier shoppers seeking convenience. Google Bond Offering - Issuing several tranches of bonds, denominated in Stirling - one as long as 100 years - Would you buy that? - The Google parent is set to raise $20 billion from a US dollar bond offering on Monday — more than the $15 billion initially expected — and is also pitching investors on what would be its first ever offerings in Switzerland and the UK. - The latter would include a rare sale of 100-year bonds, the first time a tech company has tried such an offering since the dotcom frenzy of the late 1990s Fat Profits in Dietville - Really interesting sequence of events happening... - Hims launches compounded pill at prices as low as $49 per month - Analysts cite questions on efficacy, legality of pill - Hims' move shifts focus from Novo's strong Wegovy pill launch - Broader obesity market whipsawed as pricing pressure rises THEN.. - Hims and Hers Health shares dive 14% after hours on Friday (Down 25% on Monday) - FDA cites concerns over quality, safety, federal law - The U.S. Food and Drug Administration said on Friday it would take action against telehealth provider Hims & Hers, for its $49 weight-loss pill, including restricting access to the drug's ingredients and referring the company to the Department of Justice for potential violations of federal law. AND.... - Eli Lilly last Wednesday posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars. - The pharmaceutical giant anticipates its 2026 revenue will come in between $80 billion and $83 billion. Analysts expected revenue of $77.62 billion, according to LSEG. - Meanwhile, NOVO had a really bad outlook that took the shares down 13% after the report. Japan Markets Soar - Japanese stocks jumped to a record high Monday, leading gains in the region after Prime Minister Sanae Takaichi won a landmark election victory. - The ruling Liberal Democratic Party captured a two-thirds supermajority in the 465-seat lower house, public broadcaster NHK reported. - Japan's Nikkei 225 jumped past 57,000 for the first time before paring gains to close 3.9% higher at 56,363.94, while the Topix also notched a record high, closing at 3,783.94, up 2.3%. Employment Report? - Government shutdown is forcing them to postpone again (Which is dumb) - Number due this Wednesday - Maybe because of this:U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009. - At the same time, companies announced just 5,306 new hires, also the lowest January since 2009, which is when Challenger, Gray & Christmas began tracking such data. - Also, job openings fell sharply in December to 6.54 million, to their lowest since September 2020. - Available jobs are down by more than 900,000 just since October. - NO! Ai and advancements in tech have noting to do with this! NO NO NO M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo (PEP.O), opens new tab will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter