Podcasts about Colossus

My guests today are Gavin Uberti and Rob Wachen, the founders of Etched.  A few years ago, when they set out to build a better AI chip than the largest companies in the world, almost everyone I called told me it could not be done. They have since done it, taping out a working chip on their first attempt and becoming the first hardware company founded after ChatGPT to do so. They already have more than a billion dollars of customer demand for their first product, and have raised eight hundred million dollars to build it.  Etched builds chips and systems designed to run AI models faster and at lower cost. They started the company in 2023, and that product is a complete rack for inference, the chip along with the boards, the power delivery, the interconnects, and the manufacturing to produce it all. We talk about the technical bets behind their architecture, how they hired industry legends and paired them with elite 22 year-olds, and why they believe inference will become one of the largest markets in the world. I think you will find the story of what they have built hard to forget. Please enjoy my conversation with Gavin and Rob. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:07) Gavin Uberti and Rob Wachen (00:03:54) Two 21-Year-Olds Taking on NVIDIA (00:07:52) The Two Technical Bets Behind Their Architecture (00:14:15) Why Inference Becomes the Biggest Market (00:20:23) Rob and Gavin's Origins Stories (00:28:38) How They Recruit Industry Legends (00:36:30) Moving a Dozen Engineers to Bangalore for Six Months (00:38:01) Speed Wins (00:43:58) Getting More Concurrency Out of Every Megawatt (00:52:44) Vertical Integration (00:57:43) Hardest Obstacles to Overcome (01:01:09) Raising The Largest AI Chip Series A Ever (01:06:29) TSMC (01:13:20) Designing Gen 2 for Gigawatt-Scale Production (01:16:42) Why Machines Don't Think Like People (01:20:03) A Year of Compute Compressed Into a Month (01:23:44) The Trillion-Dollar Data Center (01:26:19) The Kindest Thing

Across the country, developers are racing to build huge new buildings to house computers to fuel the AI boom, creating an explosive demand for new energy. While some hyperscalers seek renewable energy, others are turning to fossil fuels. But concerns around high electric bills, air and noise pollution and water depletion have generated widespread community pushback against these giant facilities, and it seems opposing data centers is a bipartisan issue. Many cities and states are working to rapidly update zoning and other local regulations to respond to the dual pressures of developer interest and constituent backlash. Since data center development isn't slowing down, what policies or creative strategies can lessen the impacts for local communities and ratepayers? Guests:  KeShaun Pearson, Executive Director, Memphis Community Against Pollution  Rebecca Egan McCarthy, Freelance Journalist Jason Plautz, Reporter, E&E News and Politico Astrid Atkinson, CEO, Camus Highlights: 00:00 Introduction 3:15 KeShaun Pearson on updates to the Colossus data center pollution 6:18 KeShaun Pearson on state regulators allowing an expansion of gas turbines  8:08 KeShaun Pearson on the effect of the pollution on the community 16:24 KeShaun Pearson on what he hopes the lawsuits can achieve  19:38 Rebecca Egan McCarthy on Archbald and data center development  22:26 Rebecca Egan McCarthy on who has the power to regulate data center projects 28:16 Rebecca Egan McCarthy on data center development outside of Archbald 30:21 Jason Plautz on changing attitudes toward data centers 34:32 Jason Plautz on where there is meaningful regulation happening 39:27 Jason Plautz on state level regulatory changes  41:26 Jason Plautz on the pace of data center development 44:45 Astrid Atkinson on the effects of data center energy load on the grid 46:19 Astrid Atkinson on what flexibility means in the energy world 50:39 Astrid Atkinson on hyperscalers paying for their energy 55:22 Astrid Atkinson on how some policy changes can help communities  For show notes and related links, visit ⁠our episode page⁠ at climateone.org --- Join Climate One for an induction cooking demonstration night on July 21, at 6 p.m. at the Commonwealth Club in San Francisco. Come enjoy delicious food and wine, and learn about why cooking with magnets beats cooking with gas. Tickets available at ⁠climateone.org/events⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Across the country, developers are racing to build huge new buildings to house computers to fuel the AI boom, creating an explosive demand for new energy. While some hyperscalers seek renewable energy, others are turning to fossil fuels. But concerns around high electric bills, air and noise pollution and water depletion have generated widespread community pushback against these giant facilities, and it seems opposing data centers is a bipartisan issue. Many cities and states are working to rapidly update zoning and other local regulations to respond to the dual pressures of developer interest and constituent backlash. Since data center development isn't slowing down, what policies or creative strategies can lessen the impacts for local communities and ratepayers? Guests:  KeShaun Pearson, Executive Director, Memphis Community Against Pollution  Rebecca Egan McCarthy, Freelance Journalist Jason Plautz, Reporter, E&E News and Politico Astrid Atkinson, CEO, Camus Highlights: 00:00 Introduction 3:15 KeShaun Pearson on updates to the Colossus data center pollution 6:18 KeShaun Pearson on state regulators allowing an expansion of gas turbines  8:08 KeShaun Pearson on the effect of the pollution on the community 16:24 KeShaun Pearson on what he hopes the lawsuits can achieve  19:38 Rebecca Egan McCarthy on Archbald and data center development  22:26 Rebecca Egan McCarthy on who has the power to regulate data center projects 28:16 Rebecca Egan McCarthy on data center development outside of Archbald 30:21 Jason Plautz on changing attitudes toward data centers 34:32 Jason Plautz on where there is meaningful regulation happening 39:27 Jason Plautz on state level regulatory changes  41:26 Jason Plautz on the pace of data center development 44:45 Astrid Atkinson on the effects of data center energy load on the grid 46:19 Astrid Atkinson on what flexibility means in the energy world 50:39 Astrid Atkinson on hyperscalers paying for their energy 55:22 Astrid Atkinson on how some policy changes can help communities  For show notes and related links, visit our episode page at climateone.org --- Join Climate One for an induction cooking demonstration night on July 21, at 6 p.m. at the Commonwealth Club in San Francisco. Come enjoy delicious food and wine, and learn about why cooking with magnets beats cooking with gas. Tickets available at climateone.org/events Learn more about your ad choices. Visit megaphone.fm/adchoices

Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices? Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA DEDICATION: Alan Greenspan - Died Monday at age 100 Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech:  S&P 500 (~30%+), Nasdaq (~50%+) Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price? Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX's Colossus 2 data center in Memphis, Tennessee. More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest level since the company's first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period. - SpaceX is seeking to raise at least $20 billion from the first bond offering to fund its artificial-intelligence ambitions. Missed Opportunity - Short the Mattress companies he said...... ----- Got squeezed out....Never to return Swing and a Miss Maybe Because this can happen... - Shares of Getty Images Holdings Inc. soared as much as 145% on Monday after it announced a licensing deal with OpenAI. - Getty said that images from its library will appear in the search and discovery features of ChatGPT, marking a key reversal for the firm. - The partnership with OpenAI could improve “licensing optics” and shift the narrative on the stock, according to analyst Mark Zgutowicz. - Getty shares were up 118% to $1.32 as of 12:44 p.m. in New York, putting them on track for the best session since July 2022. The stock had fallen about 55% this year to close at 61 cents on Thursday before the Juneteenth holiday weekend began. KOREA - SK Hynix - New #1 in South Korea: SK Hynix surpassed Samsung Electronics on Monday to become the country's most valuable listed company. - Remarkable turnaround: A striking reversal for a chipmaker that nearly collapsed under heavy debt roughly two decades ago. (CYCLES) - AI memory leader: Now the dominant supplier of high-bandwidth memory (HBM) chips powering AI systems. - Marquee customers: Key buyers include Nvidia (NVDA) and Alphabet's Google (GOOGL). - Massive 2026 rally: Shares are up more than 340% year-to-date, fueled by the global AI boom. - Market cap milestone: Valuation now exceeds both Samsung and Micron (MU). Markets Get Chopped - Questions being asked about if AI spend boom producing fast enough return - Back to earth on valuation scare - (all of a sudden?) - KOSPI down 11% - Chips getting hit - 12% for Memory ETF - MU down 9%, Intel 4%, ASML 7% RAM Prices... - Looking at some additional RAM today for some office computers .... --- ARE THEY KIDDING? RAM Prices Imminent Collapse???? - President Donald Trump said the prospect of global economic collapse was a big reason he signed an interim peace deal with Iran. - According to sources, the deal reopened the Strait of Hormuz and set in motion waivers for sanctions on Iran's oil sales to the international market, with the effect being an immediate drop in oil prices and a rise in US stocks. - The agreement has been seen as skewed in Iran's favor, giving the country broad gains before the next round of talks, and has prompted pushback and anger from Republican lawmakers. - MOU signed lat Wednesday - also now more waivers of sanctions on sale of Iranian oil - 60 day reprieve. China - Weak economic conditions - H Shares about to enter bear market - Hong Kong - Close to a technical bear market, dragged down by weak domestic consumption, a struggling property sector, and an exodus of funds fleeing "old tech" for AI plays elsewhere in Asia. - A-shares are listed in mainland China (Shanghai/Shenzhen) and primarily target domestic investors. H-shares are listed in Hong Kong and are freely available to international investors More China - Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. - China's urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. - Manufacturing fixed-asset investment contracted for the first time since December 2020. - Industrial output was the lone bright spot, rebounding from April's near three-year low. - The national unemployment rate fell to 5.1% in May, compared with 5.2% in April. Marrrr Jonggg - Mahjong can be highly addictive due to its rewarding blend of strategy, luck, and social interaction. The rapid tile-drawing, need for pattern recognition, and "just one more round" mentality trigger dopamine releases. If compulsive play disrupts your finances or daily life, it can become a behavioral addiction requiring intervention. - Tactile and Auditory Appeal: Many users on community forums like Reddit agree that the physical weight, texture, and distinct clinking sound of shuffling tiles provide soothing, sensory satisfaction. - There has been a 70% surge in mahjong content on TikTok in the past year - Yelp recently named the Chinese tile game a top trend of 2026, noting that searches for mahjong clubs surged 4,467% year over year for the period from September 2024 to August 2025 and that searches for mahjong lessons rose 819%. Alphabet - WHAT>????*&*^ - Alphabet shares slid 7%, on track for the search giant's worst day in a year. - Alphabet's Google has seen consecutive high-profile researchers leave in the last several days. - The company also has exposure to the market's concerns around commoditized AI and ballooning capital expenditures. - The share slide also came on the heels of a Sunday Wall Street Journal interview with Microsoft CEO Satya Nadella, who called for less dependence on “AI Giants” and said the AI market was commoditized. Back to Oracle - Oracle reduced workforce by 21,000 employees over past twelve months. - Cuts broader than previously disclosed, driven by artificial intelligence adoption. - Global headcount fell from 162,000 to 141,000 full-time employees year-over-year. - Workforce reductions generated $1.8 billion in restructuring costs, company reported. - Company warned AI deployment may continue resulting in workforce reductions. NVDA - Underperforming - Nvidia shares slipping recently despite remaining up about 12% in 2026. - Stock down roughly 3% past month, underperforming semiconductor peers. - SMH ETF surged 84% year-to-date, gaining 15% last month. - Traders predict Nvidia chip pricing power is beginning to decline. - Wall Street focus shifting toward memory and infrastructure AI buildout. - Micron and Sandisk shares jumped nearly 60% over past month. Gloom and Doom - JCD sent interesting take from Chris Bloomstran - Traditionally asset light companies with all sorts of revenue, high margins now.... ---- Converting into asset heavy with no real understanding of what the profitability or even revue will be in the future ----- Here are the highlights of his commentary we can explre: ------------AI buildout shifting markets from asset-light toward capital-intensive infrastructure cycle - Hyperscaler capex surge reflects move into heavy, long-duration asset base - Massive capital requirements challenge economics versus prior asset-light models - Depreciation burden rising sharply as infrastructure scales across AI ecosystem - Returns depend on utilization of expensive, long-lived physical compute assets - Asset-heavy cycles historically lead to overbuild, weak returns, eventual consolidation - Infrastructure spending absorbing nearly all operating cash flow for hyperscalers - Off-balance-sheet financing masking true scale of capital intensity shift - AI economics hinge more on physical capacity than software-driven scalability - Echoes of past asset-heavy booms with eventual oversupply and value destruction Amazon Day - Today - June 26th - US consumers will spend $26.3 billion online at Amazon and other retailers during the four-day sale, up 9% from last year's event in July, according to Adobe Inc. - About 201 million Amazon shoppers in the US were Prime subscribers as of March, up about 3% from a year earlier - Amazon will capture about 60% of all US online spending during Prime Day, its highest market share since 2019, according to estimates from EMarketer Inc. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. FedEx Earnings - FedEx posted strong fiscal fourth-quarter earnings on Tuesday in the company's last quarter that included the freight business before its spin off. - FedEx Freight spun off into a separate publicly traded company on June 1. - The company said it saw a 3% year-over-year increase in domestic volume. - Stock down 6% A/H   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); ANNOUNCING the THE CLOSEST TO THE PIN for SpaceX (SPCX) 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

My guest today is Vlad Barbalat, the Chief Investment Officer of Liberty Mutual Investments, the $120 billion investment platform that sits within one of the largest insurance companies in the world.  Vlad grew up in Soviet Moldova, came to America in 1990, and built a career that eventually led him to one of the most distinctive capital allocator seats anywhere in finance.  Today we talk about how the mutual insurance structure creates a unique investment platform, what Liberty looks for in a new deal or partner, and what it means to build a career and a life in a country that gave you opportunities you never would have had anywhere else.  Please enjoy my conversation with Vlad Barbalat. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:53) Vlad Barbalat (00:01:28) The Most Interesting Seat in the Market (00:05:53) Breaking Down the $120B (00:10:41) How the Portfolio Is Constructed (00:11:00) The House View (00:13:49) What Liberty Looks for in a GP (00:16:32) Why Not Just Buy Bonds (00:18:30) Benefits of the Mutual Structure (00:23:40) The Luxury of the American Citizen Through Immigrant Eyes (00:30:26) How Immigration Shaped His Worldview (00:32:45) Direct Deals vs. GP Allocations (00:35:23) Branded Capital (00:39:07) Geopolitics & Investing (00:43:48) AI's Impact on Investing (00:46:22) The Valuation Debate (00:50:47) Public vs. Private Markets (00:53:53) Lessons from Goldman (00:54:41) Why Excellence Matters (00:57:30) Managing Permanent Capital (01:03:54) The Kindest Thing 

This week’s Pirate Street Journal episode covered three topics that, on the surface, seem unrelated: the SpaceX IPO and its acquisition of AI coding startup Cursor, the rise of plug-in solar panels for everyday consumers, and KFC’s ambitious brand overhaul. But at the end, each story carries a deeper lesson about how categories are born, how they grow, and what separates winners from everyone else. The Pirate Street Journal is a business show with a simple but provocative premise: the Wall Street Journal does not know how business really works. Not because its journalists are incompetent, but because mainstream business media obsesses over companies, products, and technologies while almost completely ignoring market categories. Hosted by Christopher Lochhead alongside Eddie and Bri, the show takes three major business stories each week and examines them through the category design lens. The result is a sharper, more useful read on what is actually happening in the economy and why it matters. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go.   SpaceX Did Not Just Buy a Startup, It Bought a Category SpaceX went public last Friday, and by Tuesday it had become one of the five most valuable companies in America, surpassing Amazon with a market cap of roughly $2.5 trillion. Days later, SpaceX agreed to acquire Cursor, an AI coding startup founded by four MIT students in 2022, for $60 billion in stock. Cursor had been valued at around $29 billion just months earlier, so SpaceX effectively paid double almost overnight. Most coverage focused on the eye-popping price tag and the fact that Cursor has roughly 20 employees. But Christopher argues that framing misses the point entirely. SpaceX did not make a consolidation play, where a company in a mature market acquires a competitor to cut costs and grab market share. This was an acceleration play. What SpaceX purchased was the category king position in a brand new and rapidly growing software category: AI tools for building software with AI. Cursor’s founder called it a new type of software, and he meant it. SpaceX, which already owns the bottom of the AI infrastructure stack through its Colossus supercomputer and orbital data center ambitions, just bought its way into the top of that stack through applications.   Plug-In Solar Is Not a Green Hobby, It Is a New Category Forming in Real Time Over a million households in Germany have installed plug-in solar panels that hang from a balcony and connect directly to a wall outlet in under an hour. Each unit is capped at around 800 watts and costs roughly $500. In states like California and Hawaii, where electricity runs 30 to 40 cents per kilowatt-hour, the panels pay for themselves in three years or less. Nine US states have already legalized the technology, with more than 20 others working on similar legislation. Eddie points out that traditional rooftop solar remained a luxury product because of permitting costs and installation complexity. Stripping those barriers away creates a fundamentally different category: distributed, consumer-owned power sold at Costco prices. The real power here is the network effect. One household with solar panels feeding back into the grid is a novelty. One million households doing it is a functioning power plant. Ten million changes the entire economics of the American grid, reduces peak demand costs, and buys the country time while large-scale nuclear and orbital solar infrastructure are developed. As Christopher notes, when a category is designed to produce radical abundance and includes a network effect, the compounding impact becomes truly transformational.   KFC Is Trying a New Look, But the Real Problem Is the Category Model Underneath KFC operates more than 3,600 locations in the United States, which is actually more than Chick-fil-A. And yet Chick-fil-A generates roughly $7.5 million per store each year while KFC pulls in under $2 million, despite being closed every Sunday. KFC’s response is a sweeping rebrand: new sauces, a boba and shakes drink line, immersive restaurant screens, a new logo, and a redesigned loyalty program. Eddie explains that the three things that actually drive success in quick service restaurants are beverages, speed of service, and the drive-through. Some of KFC’s moves make sense on the beverage side, since margins on drinks are far higher than on food. But expanding the menu risks slowing down service, which undermines the entire premise of the category. The deeper issue is structural. KFC is owned by Yum Brands, which for years co-located KFC with Taco Bell, confusing both the consumer and the category. Chick-fil-A, by contrast, is private, has an extraordinarily selective operator model, and charges just $10,000 for a franchise because it is looking for missionaries rather than mercenaries. That ownership clarity and cultural alignment is what produces four times the revenue per store, and no amount of boba or new signage is likely to close that gap without addressing what is happening underneath the brand. To hear more from The Pirate Street Journal, download and listen to this episode. You can also read more Pirate Street Journal entries in the Category Pirates newsletter.   We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), LinkedIn, and subscribe on Apple Podcast / Spotify!

The madcap adventures of the Team Fireball continue! In the third and fourth episodes of Star Wars: Resistance (The Triple Dark + Fuel for the Fire), Kaz is struggling with double duty and managing to fail forward—and sometimes backwards—on everything. In this week's episode, we talk about how fitting in is hard for Kaz, but being a good person seems to come easy. We speculate on Yeager's backstory as a Rebel hero, threats to the Colossus, and how the First Order is maneuvering to establish a foothold in the galaxy.Join us next week for episodes 4–5, "The High Tower" and "Children of Tehar.”Timestamps:00:00:00 Who Are We?00:01:57 Plot Summary00:10:29 Threats to the Colossus 00:17:03 Kaz's Struggle00:30:11 Yeager, Former Rebel Hero00:37:14 The Colossus00:51:10 Bae Watch00:59:14 Closing ThoughtsWant more Growing Up Skywalker? This is a great time to sign up for our Patreon for bonus audio content!

It's Brittney bitch. And we are back.Best BooksAbsolute Green Arrow #2Superman Unlimited #14Book BlurbsX-Men United #4, New Titans #36, X-Men #31, Avengers Armageddon #1, D'orc #5, Absolute Batman #21, Magik and Colossus #5, Uncanny X-Men #30, The Trillion Dollar Kid #1, Hornsby and Halo #0Honorable Mentions Graphic NovelsSupergirl: Woman of TomorrowAll-Star SupermanB- SegmentNintendo Direct News! Elden Ring? Legion of Superheros! What is the problem with Marvel Comics?Uncle's One More ThingAnti-One More Thing (One Less Thing?)- Maternal Instincts on NetflixSleep Token - Even in Arcadia

2:07 News16:28 Masters of the Universe spoilers16:50 End of MotU spoilers29:00 Comic reviews30:24 New Titans #3634:42 What If Thor #137:57 Imperial Guardians #439:35 Magik & Colossus #540:54 Nightwing #13942:45 GI Joe #2346:39 End of Life #547:34 Deadly Hands of K'un-lun #550:02 AtLA Kyoshi Warriors #250:10 Mumm-Ra Ever Living #350:37 Sonic the Hedgehog #8750:59 Odin #251:35 Deathstroke #458:08 Absolute Green Arrow #21:00:00 What we're excited for1:01:15 Fantastic Four

While Anthropic and the U.S. Government continued to try and make amends, there was another seismic shift quietly taking place: open source surged. Between Microsoft reportedly testing Open Source models for Copilot and the powerful new GLM-5.2, there was a clear trend this week in AI world. Missed it all? Don't worry, we'll catch you up so you can make the informed decisions for your company. Anthropic Continues Fable Fight, Microsoft Goes Open Source, Midjourney's Big Pivot and More AI News That Matters -- An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Anthropic Fable 5 and Mythos 5 Export BanTrump Labels Anthropic a National Security ThreatMicrosoft Copilot CoWork Open Source Model SwitchMicrosoft Considers DeepSeek-V4 for AI Cost ReductionChinese GLM 5-2 Sets Open Source BenchmarkGLM 5-2 Challenges Proprietary AI ModelsMidJourney Hardware Pivot: AI Medical Imaging ScannerCursor Building 1.5T Parameter Model, GitHub CompetitorAI CEO Summit: G7 Pushes US-Led AI CoalitionOpenAI Prepares GPT-5.6 ReleaseAnthropic, OpenAI, Google Face Geopolitical AI ScrutinyAdvancements in Token Efficiency and Cost ControlTimestamps:00:00 Trump's comments on Anthropic06:17 Microsoft exploring lower-cost AI models09:07 Microsoft exploring DeepSeek amid tensions13:45 AI model performance and efficiency trends15:59 AI leaders meet at G7 Summit21:22 Midjourney unveils first hardware product23:26 MidJourney's innovative spa technology28:50 Discussing Cursor's evolution and impact32:24 Talking about AI use cases33:27 Rumors and upcoming AI model releases37:20 OpenAI's major new hiresKeywords: Anthropic, Fable Five, Mythos Five, export controls, national security threat, Dario Amodei, Amazon, supply chain risk, Defense Production Act, Copilot CoWork, Microsoft, usage based pricing, open source AI, DeepSeek V4, Chinese AI model, token costs, Azure, agentic AI, enterprise AI billing, data security, compliance filters, GLM 5-2, Zhipu AI, 753 billion parameter model, MIT open source license, long context window, autonomous coding, Hugging Face, benchmark performance, text only model, multimodal capabilities, token efficiency, AI spend, G7 summit, AI governance, AI coalition, AI standards, cybersecurity risks, bioterrorism, chip trade, Sam Altman, OpenAI, Claude Opus 4.8, Gemini 3.5 Pro, MidJourney, medical imaging, MidJourney scanner, full body ultrasound, Butterfly Network, MRI alternative, spa launch, SpaceX, Cursor, 1.5 trillion parameter model, code hosting, GitHub competitor, code generation, AI super apps, Colossus compute, technical prompts, context window expansion, GPT 5.6, Claude Conway agent, Grok Imagine, Firefly AI, code artifacts, Google Ad Manager AI, Open Knowledge Format, Noam Shazeer, Dean Ball, Andrej Karpathy.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist. 

Welcome to Wyllin's Gulch!Join us as we check out Daggerheart and give the Colossus of the Drylands campaign frame a go.Lore Master: IzziPlayers: Cuba as Blue Belly Bill, Adam as Ash Reddick, Amanda as Kitswizzle Wingdings, and D as HelveticaContent Warnings: Mention of suicideJoin our Patreon to get fun perks and early access to the podcast/VODs: ⁠⁠⁠⁠https://www.patreon.com/dicedragonsguild⁠⁠⁠⁠We've got MERCH: ⁠⁠⁠⁠⁠https://tinyurl.com/ddgmerch⁠⁠⁠⁠--MUSIC & SFX--"Combative Strings" and "Battlefield Gulch II", as well as additional music & SFX from Monument Studios via Fantasy+ ⁠⁠⁠⁠(⁠⁠⁠⁠⁠⁠https://www.fantasy-plus.com/)⁠⁠⁠⁠ Royalty-Free License. Music by Alexandre Miller - The Boy King of Idaho (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/artist/0WvWTz5TPYOuoZ77e2iIX8?si=bhT8sX2gS_e8huPQnWd81Q⁠⁠⁠⁠) Licensed under the Creative Commons 3.0: By Attribution license.Music & Ambient sounds by Michael Ghelfi. Please support him at his Patreon (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/MichaelGhelfi⁠⁠⁠⁠) and like and subscribe to his YouTube channel (⁠⁠⁠⁠   / @michaelghelfistudios  ⁠⁠⁠⁠)"Smoking Gun", "Cowboy Sting", "Pennsylvania Rose" by Kevin MacLeod (⁠⁠⁠⁠incompetech.com⁠⁠⁠⁠) Licensed under Creative Commons: By Attribution 4.0 License ⁠⁠⁠http://creativecommons.org/licenses/by/4.0/⁠⁠⁠ "Two Guns, One Destiny" by Shane Ivers (⁠⁠⁠silvermansound.com⁠⁠⁠), licensed under CC BY 4.0"Banjos, Unite!" by Alexander Nakarada is under a Creative Commons BY-SA 3.0 license (⁠⁠⁠https://www.creatorchords.com⁠⁠⁠)Select sound effects from ⁠⁠⁠ZapSplat.com⁠⁠⁠ (⁠⁠⁠⁠https://www.zapsplat.com⁠⁠⁠⁠)

The Music of America Podcast Season 3 winds down this week with Wyoming and wow! What a way to end a season. We begin a duo who goes by the name Sparrow Bones. Mattias Russell and Alyssa kick the week off from Casper with songs that include Colossus, Anesthesia, I Am Sure and Take Me To the Water

In June 2024 the Greater Memphis, Tennessee Chamber of Commerce announced Elon Musk's artificial intelligence company, xAI, would build its "Colossus" data center in an old Electrolux factory. Two years on, the story continues to expand alongside the company's growing footprint, with a second campus, Colossus II, across the state line in Southaven, Mississippi; a contested gray water recycling plant; an ever-rising count of gas turbines; multiple lawsuits; and communities in South Memphis still pressing for straight answers.Few people have tracked all of it more closely than Neil Strebig, a reporter with The Commercial Appeal in Memphis who has covered the xAI story daily from the beginning. He's attended community meetings and hearings, filed right-to-know requests, parsed the differing interpretations of the Clean Air Act by the EPA, the Shelby County Health Department and the Mississippi Department of Environmental Quality, counted turbines, and spent time with residents living alongside the facilities. The result is a level of detail that few can match.In this conversation, Strebig brings us up to speed on the latest developments — including a newly updated lawsuit citing unpermitted turbines in Southaven, the implications of the SpaceX IPO and the impending IPOs of other AI firms, and the stalled water recycling plant Memphis leaders had counted on. And, he reflects on what it has been like to chase facts as the story spread across two states and a thicket of jurisdictions.

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In the 977th episode of the PokerNews Podcast, which is sponsored by FanDuel Poker, Chad Holloway and Mike Holtz are joined at Level 9 Studio in Las Vegas by a pair from the UK in Grosvenor Poker's Katie Swift and Philip "The Tower" Heald. The quartet discusses the recent high-profile bet between Phil Hellmuth and Shaun Deeb, one involving the former's son, Phillip "P3" Hellmuth III, and the 2026 World Series of Poker (WSOP) Main Event. Deeb stands to win $14,000 max, while Hellmuth could potentially win $10,000,000! It's an extremely long shot, but what do you think? From there, the crew looks at a pair of game-changing hands. In the first, Dario Sammartino shared on social media that an automatic shuffler had apparently sorted the cards, which resulted in two very similar hands, and in the other, a dealer error resulted in the final two players in the COLOSSUS being dealt the wrong cards in the first hand of heads-up play. No one noticed in real time, and the tournament ended as a result. Other topics include changes to the Poker Hall of Fame, The Tower advocating for Barny Boatman and John Duthie to be inducted, and a look ahead to Grosvenor Poker's famed GOLIATH, which will run July 23-August 2. Finally, don't forget to order your Think Jerky here! A new PokerNews Podcast drops three times a week during the 2026 WSOP! You can expect a new episode every Tuesday, Thursday, and Saturday at 8a PT / 11a ET / 4p UK time. Remember to subscribe to our YouTube channel so you do not miss an episode! Time Stamps *Time    Topic* 00:00 Welcome to the show 00:25 Katie Swift & the Tower join The Show 01:40 Hellmuth Mark-Up Police 08:36 Hellmuth responds 11:00 Two Identical Hands 13:39 COLOSSUS Heads-Up Mistake 22:36 Poker Hall of Fame Changes 25:50 English players for the Poker Hall of Fame 29:50 A Look at the GOLIATH  34:40 Book Giveaway Winners 35:30 Think Jerky 37:15 Ladies Event at GOLIATH

Every time you run an AI query, a pump turns on somewhere. In Memphis, Tennessee, that pump draws from one of the purest aquifers in the world. That same water supply is already threatened by a century of industrial pollution. Community organizer Sarah Houston shares what xAI's five-million-gallon-a-day habit is costing the communities closest to Colossus. Then, a talk from Ayşe Coskun on who pays the price when development comes to town. Talk featuredThe Story You're Not Hearing About AI Data Centers | Ayşe Coskun Hosted on Acast. See acast.com/privacy for more information.

As director of Keyhole, Dave Lorenzini delivered the 3D Earth zooms that ran on CNN during the 2003 Iraq War — netting five million users in a month. Sergey Brin was one of them. Google bought the company and poured in billions to build, fuel, and serve maps. As Google Earth, it forever changed how we relate to space.From there: pioneering work on Google Glass, AR platforms, and running an immersive XR lab in Europe for Draw & Code exploring the future of spaces, places, and faces. Today Dave directs Quantum Studio, building World Agent and 4D ID — the "DNS for real space," an addressing layer where every place, object, and moment gets a name AI systems can agree on. His thesis: the next decade of AI won't run on better maps. AI needs an operating system for reality. Not a map. Not a database. A living, queryable foundation where every place on Earth answers for itself.AI XR News: The OpenAI vs. Musk trial continued with damaging testimony from Mira Murati and Greg Brockman. Anthropic struck an unholy alliance with xAI's Colossus compute. GameStop bid for eBay. Colin Angle is back with Familiar, an AI robot pet. Coinbase cut staff. Ask.com finally died. VRChat hit 100,000 concurrent daily users in Japan.Key Moments:[00:03:34] AWE Long Beach in 30 days: Dave on the board, Snap glasses expected, 400 speakers and 250 exhibitors[00:20:10] 30 AI glasses coming: why the near future belongs to audio-first, AI-powered smart glasses[00:25:34] Keyhole origin story: satellite imagery, $25K/sq mile, Sergey Brin, and a $500M/year acquisition[00:37:30] Google Glass, Luxottica, and why Google blinked when it could have been 10 years ahead of Meta[00:40:00] XR vs. rockets: why building for the human brain is harder than getting to MarsBrought to you by Zappar, the company behind Mattercraft — the leading visual development environment for immersive 3D web experiences. Start building at mattercraft.io.Subscribe to the AI XR Podcast wherever you listen to podcasts. Watch the full episode on YouTube: https://youtu.be/weNANIIo7EA Hosted on Acast. See acast.com/privacy for more information.

SpaceX's $1.75 trillion IPO has just created the world's first trillionaire. But for families in Morgan County, Georgia and Boxtown in South Memphis, the AI investment rush seems to look rather different: brown water, diesel fumes, and higher bills.This week, Tom Rivett-Carnac and Paul Dickinson take on the data centre boom - now one of the fastest-moving forces in the global energy system. Why exactly do so many of these buildings need to be situated so close to population centres? And why do the communities that end up hosting them so rarely get a meaningful say?We hear from Nick Reece, Lord Mayor of Melbourne, one of the most vocal city leaders addressing the challenge head-on. He explains the costs and the unrealised promises, and shares his vision for what a genuinely good deal between the tech industry and host communities could look like.What would it take for communities to actually share in the benefits of the AI boom? How do cities avoid a race to the bottom while national governments court the biggest investors? And is the world heading for the same story it has seen before: transformative technology reshaping society, with the legislation catching up 20 years too late?Learn More:

Thank you For Listening. Click here to Send us a comment if you have any thoughts on the episode! Fear of failure sounds harmless until it starts running your life. Sitting down with Jason Knowlton, an active duty Army combat medic, we get honest about what people are really afraid of when they avoid trying, and how learning to fail can become a turning point instead of a label. Jason's story moves from early childhood trauma and adoption to mentors, scouting, faith, and the long road of becoming comfortable with growth that doesn't look perfect.We also dig into repentance and accountability in a way that feels practical, not performative. We talk about how shame distorts identity, why making things right quickly restores peace, and how parenting changes when you stop pretending you're flawless. Jason shares how he approaches mistakes with his kids, what he wishes he'd learned earlier, and why comparison quietly steals joy and courage.Then the conversation shifts into the reality of military service: the responsibility a medic carries, the training culture that shapes standards, and what the public often misses about care for families after a loss. Jason also opens up about military mental health and PTSD, including a season of depression, nightmares, hypervigilance, and the moment he knew he needed real help. We walk through intensive therapy and the stellate ganglion block, sometimes called a neurosympathetic reset, plus a thoughtful look at emerging trauma treatments like ketamine and ayahuasca in controlled settings. We close with Ether 12:27, “thorns,” and why weakness can be the very thing that keeps us close to God.If you want a story-driven conversation about resilience, faith, military life, PTSD recovery, and choosing growth over fear, hit play. Subscribe, share this with a friend, and leave a review so more people can find the show.Beyond The BeaconJoin Bishop Kevin Sweeney for inspired interviews with Catholics living out our faith!Listen on: Apple Podcasts Spotify Beyond The BeaconJoin Bishop Kevin Sweeney for inspired interviews with Catholics living out our faith!Listen on: Apple Podcasts Spotify Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showThanks for listening!  Keep on Striving!Don't Forget to leave a review and rating.  Let us know your thoughts about the episode.  You can also follow on the following:YouTubehttps://www.youtube.com/@thejacksonhowellpodcastFacebookhttps://www.facebook.com/TheJacksonHowellPodcastTik Tokhttps://www.tiktok.com/@thejacksonhowellpodcastInstagramhttps://www.instagram.com/jacksonhowell5/

My guest today is Kareem Amin, co-founder and CEO of Clay. Clay has become one of the fastest-growing software companies of the last few years, valued at over four billion dollars. It helps companies find their best customers and reach them at scale. But this conversation is about a lot more than Clay. Kareem is one of the most original thinkers I know.  We talk about the statues he keeps at the center of how he runs Clay — truth, justice, and courage — and what those words demand of him in practice. We talk about risk, ambition, and what he learned about both on a ten-day silent meditation retreat.  I've had a lot of conversations with Kareem over the years. This is one I'll remember. Please enjoy this unique conversation with Kareem Amin. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Kareem Amin (00:03:07) Clay's Origin (00:10:50) Truth, Courage and Justice (00:16:09) Adulation (00:18:28) Risk, Courage & Self-Respect (00:21:14) Jony Ive & Steve Jobs (00:21:42) Role of Introspection (00:23:08) Lack to Wholeness (00:27:27) The Day Five Insight (00:29:57) Running a Startup Unusually (00:34:41) Learning from Magicians (00:36:27) Music's Role in Your Life (00:39:38) Making People Feel Something New (00:41:20) Vision in Company Building (00:44:29) Wealth & What It's Taught You (00:47:40) All Problems Are Communication Problems (00:52:14) Death Doula & Scaling (00:55:06) The Kindest Thing

Send us Fan Mail#387 - Every year when my Sober Birthday comes around, I like to talk about it on the show. I pick a different theme or aspect of sobriety and what it means to me. There are thousands of us sober/clean runners out there. I can think of few activities that are as great for those getting sober or clean than running. My theme this year is being honest with ourselves. This applies to both running and the rest of our lives. Many times we're not honest with ourselves in our running. It's time to be honest. If you're injured, then get help. If you're slow and you run, you're a runner. And so on..... give yourself props, you deserve it.  Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showMartha Runs the World websitehttps://www.buzzsprout.com/248027Email:martharunstheworld@gmail.comYouTube:https://www.youtube.com/@martharunstheworldInstagram:https://www.instagram.com/martharunstheworld/#

SpaceX just made history, raising $75 billion in the largest IPO the stock market has ever seen, now trading on NASDAQ at a $1.8 trillion valuation. 7investing's Simon Erickson break downs what you actually need to know as an investor. The SpaceX empire spans X (formerly Twitter, 600M users), xAI (the Grok-powering AI infrastructure running out of the 2-gigawatt Colossus data center), and 10,000 Starlink satellites serving 10 million subscribers across 164 countries. The scale is genuinely unprecedented.But the numbers tell a more complicated story. SpaceX did $20 billion in revenue last year, pricing it at 90x trailing sales, and generated just $1 billion in Q1 operating cash flow against $10 billion in quarterly capital expenditures. The company is burning cash aggressively, and the entire long-term thesis rests on Elon Musk executing on missions no company has ever attempted: orbital data centers, Starship, and eventually a Mars colony. This isn't a software company where you flip a switch and double revenue. These are physical, capital-intensive bets measured in decades.Simon and Heather are both passing on the IPO. The key man risk alone, Elon simultaneously running SpaceX, Tesla (NASDAQ:TSLA), X, and xAI, is the largest concentration of founder dependency in stock market history. Tesla (NASDAQ:TSLA) fans know this playbook: extraordinary vision, breakthrough results, but timelines that consistently slip years past what Elon says publicly. Full self-driving still isn't there. Orbital data centers won't be either, at least not on the schedule the prospectus implies.Near term, Starlink is the real business the only one generating meaningful cash flow and it's what will sustain SpaceX while Elon bets big on everything else. Expect another capital raise in 2026 and again in 2027. The real question for investors isn't whether SpaceX can change the world. It probably will. The question is whether a $1.8 trillion valuation gives you any margin of safety while it gets there. Right now, Simon and Heather say no.Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all our investing content? Join at 7investing.com/subscribe Stocks & Companies Mentioned:SpaceX (NASDAQ: SPCX)Tesla (NASDAQ:TSLA)Rocket Lab (NASDAQ:RKLB)xAI — private (subsidiary within SpaceX conglomerate)X (formerly Twitter) — private (subsidiary within SpaceX conglomerate)OpenAI — private#SpaceX #SpaceXIPO #ElonMusk #Starlink #IPOInvesting #SpaceStocks #TechIPO #GrowthStocks #StockMarket #StocksToWatch #TechStocks #SpaceInvesting #InvestingIn2026 #7investing #Simonerickson

The drama around Anthropic's Fable 5 model clogged our collective attention spans.

SpaceX finally went public and made Elon a paper trillionaire, but the bigger story is what it says about America's ability to mobilize industry when it counts. Marty and John draw a line from that milestone to the geopolitical chessboard—whether the new US-Iran deal sticks, how Washington is using energy dominance and dollar leverage, and why Anthropic's Fable 5 got yanked by export controls. They also dig into Dario Amodei's AI roadmap, the Social Security math speeding toward 2032, and why the bond market may force a pro-liquidity future that makes US Bitcoin dominance impossible to ignore.

The trailer for X-Men '97 Season 2 has finally dropped! We'll discuss that as well as all of the X-Men comics that came out for the Month in X for May 2026. Month in X - May 2026 Wade Wilson: Deadpool #4 Sai: Dimensional Rivals #5 Wolverine: Weapons of Armageddon #4 Psylocke: Ninja #5 Jubilee: Deadly Reunion #1 Rogue #5 Cyclops #4 Moonstar #3 Magik and Colossus #4 Storm: Earth's Mightiest Mutant #4 Generation X-23 #4 Inglorious X-Force #5 Wolverine #20 (LGY #412) X-Men United #3 Uncanny X-Men #28 (LGY #728) X-Men #29 (LGY #338)  X-Men #30 (LGY #339)

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Send us Fan MailFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

The Fork In Your Ear Ep#215 Eternia of Games! - Podcast Show Notes Summary 6-13-26 Gaming News – Oops All Games Edition! Tim and Nate kick off with an "oops all games" episode packed wall-to-wall with fresh showcases. They open with the Xbox Games Showcase (June 7). Tim watched with Jessica while making breakfast; Nate and Cara ran it live in the Discord. Key highlights: Gears of War: E-Day (Oct 6, Xbox Series X/S, PC, Game Pass day one, Unreal Engine 5 built from the ground up by The Coalition). The prequel Emergence Day story stars Marcus and Dom. The Coalition's deep Unreal expertise and "from-scratch" approach have everyone hyped for performance and visuals. Tim and Nate debate third-person cover shooters (Nate's not a fan of the mechanic; Tim loves the destroyed world, underground critters, and chainsaw guns). Fable – New cinematic trailer confirms Haley Atwell (Agent Carter) as the long-teased villain Isabel. Jack of Blades gets a surprise tease, hinting at multiple villains. A 30-minute full gameplay video dropped days later showing a talking pig quest, romance options, UI, and systems in action. Delayed to February 23, 2027 (Xbox, PC, Game Pass, and still coming to PS5) to polish and avoid GTA 6. Tim is very excited; Nate is cautiously optimistic but holding judgment on open-world RPG scope. Halo: Campaign Evolved (July 28, Xbox, PC, PS5, Game Pass) – UE5 remake of Halo 1 with core Blam engine (physics/game logic pulled from Halo: Reach) for that authentic "spongy" feel. New Sergeant Johnson voice actor, prequel missions (Assault on the Control Room & Silent Cartographer) locked behind the main campaign, vehicle jacking, new weapons (energy sword, fuel rod, brute spiker), sprint, clambering, 40+ skulls, and a "Remix Mode" for wild enemy swaps/randomization. 4-player co-op (local split-screen + online). Previews are extremely positive; limited collector's editions sold out fast. Tim is all-in on the respectful-yet-improved remake treatment and wants to share it with new players. Other Xbox news: Persona 6 trailer reactions (mixed/underwhelmed), new Spyro game from Toys for Bob (Tom Kenny returning as Spyro, Dragonflight mechanics), Clockwork Revolution (InXile steampunk RPG, Xbox ecosystem exclusive vibes), S.T.A.L.K.E.R.-era title getting Unreal Engine help from The Coalition + Grounded-style cross-world system, new dark Metro game from the Ukrainian team (still developing in wartime conditions), Resonance (Plague Tale legacy?), Minecraft Dungeons 2, new Senua Hellblade-universe action game (Nate loved the first, mixed on the second; Tim was never a fan but this one looks more classic Ninja Theory), Crazy Taxi World Tour (2027, pure arcade nostalgia), and Castlevania: Belmont's Curse (Oct 15 – Tim is already hooked into his veins; Switch 2 version delayed, which upsets him).

De slotkoers van de grootste beursgang ooit is bekend. 160 dollar en 95 cent. SpaceX is 2.1 biljoen dollar waard en Elon Musk is biljonair. Bij OpenAI en Anthropic kunnen ze rustig ademhalen, want de markt is niet stuk. Integendeel: beleggers hebben opnieuw betaald voor de mythe van Musk en tonen zich bereid om verregaande bedragen te steken in de bizarre waarderingen van AI-bedrijven die dit jaar naar de beurs gaan. Tijdens het laatste uur van de beursdag maakten Donner Bakker, Jochem Visser en hun gasten een extra uitzending richting die laatste koers op de borden. Gast Johannes Smit, portfoliomanager bij het Centive Global Equity Fund van IBS, legt uit wat dit betekent voor de markt en voor beleggers. Hij bespreekt het verdere verloop van de koers nu er aandelen kunnen worden verkocht door insiders, terwijl indexen juist gedwongen gaan kopen. En hij legt uit waarom de verregaande zorgen van indexbeleggers wat hem betreft onterecht zijn. Gasten Joe van Burik en Ben van der Burg, techcommentatoren van BNR en makers van De Grote Tech Show, bespreken hoe dit bizarre bedrijf nu in elkaar steekt en hoe dat zo is gekomen. Natuurlijk moet Musk zelf ook nog even langs de lat worden gelegd. Is zijn effect op het universum nou netto positief, of negatief? Hint: er is een goeie discussie over te voeren. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Invest Like the Best: 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 --------- My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.  Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earnings power.  This conversation is a tour through how he applies that framework right now. We start with his highest conviction position, which is Anthropic, and use it to work through the entire AI stack from chips to models to applications.  Please enjoy my conversation with Alex Sacerdote. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:00) Welcome to Invest Like The Best (00:02:29) Alex Sacerdote (00:03:08) Anthropic: Highest Conviction Position (00:13:23) Investing in Private Markets at Scale (00:19:08) S-Curves: The Full Framework (00:25:08) When to Buy Tech Companies (00:30:20) Identifying the Leader from the Pack (00:34:04) Anthropic & OpenAI's Competitive Moats (00:37:31) AI's Threat to Enterprise Software (00:43:18) Network Effects in the Agent Era (00:44:22) The Hardware Renaissance: Chips & Infrastructure (00:53:56) Why So Few Investors Get This Right (00:55:36) Key Risks to the AI Bull Case (00:57:47) The Application Layer (00:59:40) How AI Is Changing Research at WhaleRock (01:02:53) The Role of Investor Networks & Idea Sharing (01:03:40) Building a Multi-Product Firm (01:07:58) WhaleRock as a Learning Machine (01:09:15) The Kindest Thing

Angie Jackson returns to The Everyday Ironman Podcast for her third appearance, joining us just six days after crossing the finish line at Ironman Jacksonville. In this inspiring conversation, Angie shares her race-day experience, the challenges she faced, and the lessons learned from another incredible Ironman journey.We also dive into an important discussion about representation in endurance sports. As a Black female athlete, Angie offers her perspective on competing in a sport where athletes who look like her remain significantly underrepresented. Her insights highlight both the progress being made and the opportunities that still exist to make triathlon more inclusive.In addition, we discuss injuries, recovery, and the physical and mental resilience required to stay consistent through setbacks. Whether you're training for your first sprint triathlon or your next Ironman, this episode delivers motivation, perspective, and practical takeaways for every age-group athlete.#TheEverydayIronman #IronmanTriathlon #TriathlonLife #AgeGroupAthlete #EnduranceSports #IronmanJacksonville #TriathlonTraining #SwimBikeRunFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Send us Fan MailThis week on Running with James… Coach Carlos is BACK!We dive into the current state of HYROX and there's a lot to unpack:

his week on Thumb Cramps, 150,000 video games have just been announced AND it's another episode of 92ne. Hmmmm. To celebrate, they're joined by Chloe Appleby to check out all their favourite announcements from the Directs, State of Plays, Showcases and Festivals then they review Castlevania: Aria of Sorrows for the Game Boy Advance, Turok 3: Shadow of Oblivion for the PC and Shadows of the Colossus for the PS4. This is a very long and very normal episode. Please follow Chloe and Thumb Cramps on Instagram and then send us $400. Thank you.Get Thumb Cramps Long Sleeve Shirts HereThumb Cramps+ has launched! Ad-free podcasts and a bonus monthly episode of Speedrunning Television; a brand new podcast that innovates how to watch television as gamers. Subscribe now on Sanspants Plus OR Apple Podcasts! Use the discount code Joel OR Jacksom for 10% off. Only applies to subscriptions through sanspantsradio.com.Email us at ThumbCrampsPod@gmail.com Find us on Instagram;Jackson | Duscher | Thumb Cramps | Chloe You can physically send us stuff to PO BOX 7127, Reservoir East, Victoria, 3073.Join our facebook group here or join our Discord here.Theme music by Benny Davis! You can find all his stuff at his website or check out his YouTube channel.Parts of this episode were recorded and produced on Wurundjeri land, we respectfully acknowledge the Wurundjeri People of the Kulin Nation, pay our respect to their Elders past and present, and recognise that sovereignty was never ceded. Hosted on Acast. See acast.com/privacy for more information.

On today's episode, we discuss the wild world of crypto, focusing on Bitcoin's recent price slide, why it remains a long‑term bet for many investors, and how upcoming regulation like the Clarity Act could reshape the market by allowing banks and exchanges to pay interest and hold Bitcoin as collateral. The hosts explain why they see most smaller coins and meme tokens eventually going to zero, while a handful of ISO 20022‑compliant projects such as XRP, XLM, Algorand, and HBAR may survive because of their real‑world payment use cases and regulatory clarity. They contrast the speculative upside of digital currencies with traditional safe‑haven assets like gold and silver, arguing that in a world of bots, instant settlement, and agent‑to‑agent transactions, only crypto can move value fast enough to power future financial systems. The conversation then shifts to the exploding demand for AI compute, comparing Elon Musk's Colossus data centers with Meta's massive new facilities, and exploring how companies are racing to refit industrial sites and even consider space‑based data centers to keep up. Throughout the episode, they emphasize that none of this is personal financial advice, urge listeners not to risk money they need for essentials, and keep things lively with jokes, personal anecdotes, and friendly back‑and‑forth about banks, bots, and “fart coin". Don't miss it!

My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.  Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earnings power.  This conversation is a tour through how he applies that framework right now. We start with his highest conviction position, which is Anthropic, and use it to work through the entire AI stack from chips to models to applications.  Please enjoy my conversation with Alex Sacerdote. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:00) Welcome to Invest Like The Best (00:02:29) Alex Sacerdote (00:03:08) Anthropic: Highest Conviction Position (00:13:23) Investing in Private Markets at Scale (00:19:08) S-Curves: The Full Framework (00:25:08) When to Buy Tech Companies (00:30:20) Identifying the Leader from the Pack (00:34:04) Anthropic & OpenAI's Competitive Moats (00:37:31) AI's Threat to Enterprise Software (00:43:18) Network Effects in the Agent Era (00:44:22) The Hardware Renaissance: Chips & Infrastructure (00:53:56) Why So Few Investors Get This Right (00:55:36) Key Risks to the AI Bull Case (00:57:47) The Application Layer (00:59:40) How AI Is Changing Research at WhaleRock (01:02:53) The Role of Investor Networks & Idea Sharing (01:03:40) Building a Multi-Product Firm (01:07:58) WhaleRock as a Learning Machine (01:09:15) The Kindest Thing

Individually they were just like those guys who like to hang around the comic book shop and talk comics but together they form EMX! Check out Thacher's books a DemonWeaselStudios.com In this eXplicit, uncut and unedited episode of EMX we review Marvel Comics X-Men books of April 2026: Cyclops #3 Generation X-23 #3 Inglorious X-Force #4 Logan - Black, White and Blood #4 Magik and Colossus #3 Moonstar #2 Psyclocke - Ninja #4 Rogue #4 Storm - Earth's Mightiest Mutant #3 Uncanny X-Men #26-27 Uncanny X-Men Annual #1 Wolverine #18-19 X-Men #28 X-Men United #2 [RSS] Subscribe [RSS] EMX Subscribe [Apple Podcasts] Subscribe [Google Podcast] Subscribe All Podcasts  Email: EMP@EarthsMightiestPodcast.com Website: http://www.EarthsMightiestPodcast.comFacebook Group: http://facebookgroup.earthsmightiestpodcast.com/Viet's Website: http://www.comedianviet.comThacher's Website: http://www.DemonWeasel.com  

Send us Fan Mail#386 - What do runners think about while we're running? I ask this question and try to answer it with things that I've thought about over the years and I compare that to a study of runners that was done. What do you think about during your runs? Pace, form, food, or maybe all of the above? I also review Haruki Murakami's book "What I Talk About When I Talk Bout Running" that I finally read. In fact his book gave me the idea for this episode. So have fun and and enjoy your next run! Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showMartha Runs the World websitehttps://www.buzzsprout.com/248027Email:martharunstheworld@gmail.comYouTube:https://www.youtube.com/@martharunstheworldInstagram:https://www.instagram.com/martharunstheworld/#

Thank you For Listening. Click here to Send us a comment if you have any thoughts on the episode! The word “Mormon” can end a conversation before it even starts, especially in the Bible Belt where labels often come loaded. We sit down with Frank Sikes (our Baptist friend) alongside Kenny O'bara and Joey Cornette to talk plainly about what people mean when they say “Mormon,” why The Church of Jesus Christ of Latter-day Saints has pushed back on the nickname in recent years, and how identity language can either build a bridge or throw up a wall. If you've ever wondered whether Latter-day Saints see themselves as Christian, or why the name matters so much, you'll get a clear answer from local Latter-Day Saints living in the south.From there we go deeper than vocabulary. We talk about the difference between sincere questions and “gotcha” debates, how to stay calm when someone attacks your faith, and why judging by “fruits” (love, service, sacrifice, integrity) is a better test than rumor. We also unpack why the LDS Church can look “too organized” to outsiders, how ministering and priesthood blessings work in real life, and why that structure often shows up as practical care when someone is struggling.We also tackle a common flashpoint: Galatians 1:8. We discuss context, what Paul is correcting, what “another gospel” means, and why ongoing revelation is part of the New Testament world Paul lived in. And we spend time on missionaries: not as online debate objects, but as young people making a serious sacrifice for Jesus Christ and learning life skills through constant rejection and service.If you enjoy thoughtful interfaith dialogue, Christian unity conversations, and real-world discussions about LDS beliefs and misconceptions, subscribe, share this with a friend, and leave a review so more people can find it. What's your experience with the term “Mormon,” and has it ever changed how you saw someone's faith?Beyond The BeaconJoin Bishop Kevin Sweeney for inspired interviews with Catholics living out our faith!Listen on: Apple Podcasts Spotify Beyond The BeaconJoin Bishop Kevin Sweeney for inspired interviews with Catholics living out our faith!Listen on: Apple Podcasts Spotify Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showThanks for listening!  Keep on Striving!Don't Forget to leave a review and rating.  Let us know your thoughts about the episode.  You can also follow on the following:YouTubehttps://www.youtube.com/@thejacksonhowellpodcastFacebookhttps://www.facebook.com/TheJacksonHowellPodcastTik Tokhttps://www.tiktok.com/@thejacksonhowellpodcastInstagramhttps://www.instagram.com/jacksonhowell5/

Send us Fan MailFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

Welcome to Wyllin's Gulch!Join us as we check out Daggerheart and give the Colossus of the Drylands campaign frame a go.Lore Master: IzziPlayers: Cuba as Blue Belly Bill, Adam as Ash Reddick, Amanda as Kitswizzle Wingdings, and D as HelveticaContent Warnings: Mention of suicideJoin our Patreon to get fun perks and early access to the podcast/VODs: ⁠⁠⁠https://www.patreon.com/dicedragonsguild⁠⁠⁠We've got MERCH: ⁠⁠⁠⁠https://tinyurl.com/ddgmerch⁠⁠⁠--MUSIC & SFX--"Combative Strings" and "Battlefield Gulch II", as well as additional music & SFX from Monument Studios via Fantasy+ ⁠⁠⁠(⁠⁠⁠⁠https://www.fantasy-plus.com/)⁠⁠⁠ Royalty-Free License. Music by Alexandre Miller - The Boy King of Idaho (⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/artist/0WvWTz5TPYOuoZ77e2iIX8?si=bhT8sX2gS_e8huPQnWd81Q⁠⁠⁠) Licensed under the Creative Commons 3.0: By Attribution license.Music & Ambient sounds by Michael Ghelfi. Please support him at his Patreon (⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/MichaelGhelfi⁠⁠⁠) and like and subscribe to his YouTube channel (⁠⁠⁠   / @michaelghelfistudios  ⁠⁠⁠)"Smoking Gun", "Cowboy Sting", "Pennsylvania Rose" by Kevin MacLeod (⁠⁠⁠incompetech.com⁠⁠⁠) Licensed under Creative Commons: By Attribution 4.0 License ⁠⁠http://creativecommons.org/licenses/by/4.0/⁠⁠ "Two Guns, One Destiny" by Shane Ivers (⁠⁠silvermansound.com⁠⁠), licensed under CC BY 4.0"Banjos, Unite!" by Alexander Nakarada is under a Creative Commons BY-SA 3.0 license (⁠⁠https://www.creatorchords.com⁠⁠)Select sound effects from ⁠⁠ZapSplat.com⁠⁠ (⁠⁠⁠https://www.zapsplat.com⁠⁠⁠)

SpaceX is set to go public on June 12, 2026 at a $1.75 trillion valuation, the largest IPO in history. The company is targeting a $75 billion raise at $135 per share. But the S-1 filing reveals a contradiction: Starlink generates billions while the company posts a net loss, driven by the xAI merger and a massive bet on AI compute. This episode breaks down the SpaceX IPO filing. xAI posted a $2.47 billion operating loss in Q1 2026, and Starlink revenue is covering most of it. Then two compute deals changed the math. Anthropic agreed to pay $1.25 billion a month to rent xAI's Colossus 1 data center, and Google signed a $920 million per month deal, both running through 2029. Together that's about $75 billion in contracted future revenue. We cover how SpaceX shifted from running GPUs internally for Grok to operating as an AI cloud infrastructure provider, the multi-class share structure that keeps Elon Musk in control, the possible Tesla merger tying together chips, data centers, and robotics, and the FCC filing for a million-satellite "space cloud." Plus where the $600-700 billion premium above Starlink and launch is actually coming from, and what a generational liquidity event means for employees and VC backers. SpaceX IPO 2026, xAI merger, Starlink revenue, Elon Musk, $1.75 trillion valuation, Google compute deal, Anthropic Colossus, AI infrastructure, orbital computing.

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On today's episode, we discuss where AI, robots, Bitcoin, and Elon Musk might take us by 2030—and whether that future looks more like abundance or a robot‑policed dystopia. Mark kicks things off with the “2030 is the new 1969” thesis, tying together Bitcoin's recent slump, capital rotating into hot AI IPOs like Anthropic, and Musk's massive Colossus data centers, which were built in about a year to power his accelerated Grok training. The crew then unpacks new “Starfall” re‑entry capsules for returning space‑manufactured goods, the prospect of zero‑gravity factories, and already‑deployed painting robots that can handle large commercial jobs—and soon, perhaps, precarious Victorian roofs. They debate whether AI really destroys jobs or just reshuffles them, joking about future workers guarding job‑stealing robots, DOT work‑zone bots causing head‑on collisions, and World Cup venues patrolled by robodogs that can probably “smell” contraband better than real dogs. Throughout, they circle back to the psychological and ethical side of persistent AI—“psychoanalyst” chatbots that remember everything, AI‑induced delusions, and the risk that powerful, amoral actors could weaponize autonomous systems—while still sounding genuinely awed at how fast all of this is arriving. Don't miss it!

DJ Humphreys is back — and a lot has changed.

Most of us know what healthy eating looks like. The challenge is sticking to it when life gets busy, stress levels rise, and convenience wins out.So what can we learn from the way elite athletes fuel their bodies, and from the systems that make healthy choices easier?In this conversation, Mario Limaduran, Culinary Director for Trifecta Nutrition, explores the realities of meal planning, the role of discipline and habits, and why perfection is often the enemy of long-term success. His message is simple: healthy eating doesn't have to be complicated, but it does need to be sustainable.Explore Trifecta Nutrition mealsDisclosure: Live Long has an affiliate relationship with Trifecta Nutrition. If you make a purchase through our link, we may receive a small commission at no additional cost to you. Your support helps fund the podcast and keeps all episodes free to access.Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showThe Live Long and Master Aging (LLAMA) podcast, a HealthSpan Media LLC production, shares ideas but does not offer medical advice.  If you have health concerns of any kind, or you are considering adopting a new diet or exercise regime, you should consult your doctor.

My guest today is Dara Khosrowshahi, the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, and a big part of that story is Daniel Ek, who told him that life is not about happiness, it is about impact. We talk about what the chaos felt like on day one, and how his family leaving Iran when he was nine shaped the way he handles pressure today.  We spend most of our time on autonomous vehicles and Uber's role as the demand aggregator in a world of physical AI. Dara explains why Uber is a supply-led company, what it will take to win, and why he expects many winners in AVs rather than one.  We also discuss Uber's $10 billion in free cash flow, the push toward a single app for everything, and what he has learned from Allen & Co, Barry Diller and Reed Hastings. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Intro to Dara Khosrowshahi (00:03:37) How Daniel Ek Convinced Dara to Take the Uber Job (00:06:54) Bringing Order to Chaos (00:09:20) Managing Stress as a Leader (00:11:22) The Chip on His Shoulder (00:12:53) Parenting Lessons (00:17:01) Mandate for AI Adoption (00:21:21) Uber's Role in Physical AI (00:22:48) Winning the AV Demand Race (00:27:41) Partnering vs. Competing with Waymo (00:32:05) AV Success Unlocks New Markets (00:35:09) Why Drones Haven't Arrived Yet (00:36:27) Regional AV Rollout Differences (00:37:35) Uber Eats International Winning Formula (00:39:44) Key to Aggregating Supply Well (00:44:34) Adding Hotels to Uber Platform (00:50:46) Lessons in Marketing at Scale (00:52:59) Apps vs. AI Agents in Seven Years (00:54:08) What Dara Learned from Barry Diller (00:56:52) What Dara Learned from Allen & Co (01:00:09) Buybacks vs. Growth Investing (01:04:17) Lessons from Reed Hastings (01:05:49) The Kindest Thing

Follow The Girl Gainz Podcast on Instagram https://www.instagram.com/thegirlgainzpodcast/Email: girlgainzpodcast@gmail.comWatch episodes on Youtube. Don't forget to subscribe! https://www.youtube.com/@TheGirlGainzPodcastFollow Alexis on Instagram: @the_alexis_nicoleFollow Amber on Instagram: @amberpacholokFor posing @posing_with_alexis https://posing-with-alexis.square.site/ Stage glam @amberpbeauty  https://bookamberpbeauty.square.site/Join The Biblical Bodybuilder Community https://thebiblicalbodybuilder.circle.so/join?invitation_token=d427c648eec129a5d19de8f065b66f87b6f1ceaf-dfbfe452-f8e1-4da7-831c-94bd5a656bb2CODES:KH Customs AlexisA or AmberpBlack Girl Vitamins: AmberpThe Shoe Fairy Code: AlexisFree Spirit Outlet: afitKH Customs AlexisA Pro Tan: Alexis Raw Nutrition: ALEXISRevive: ALEXISTLF: TLF-DRURYFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

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My guest today is Dan Loeb, the founder and CEO of Third Point.  Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and structured credit, venture, and insurance.  He is best known for his activist work at companies like Sotheby's, Sony, and Yahoo, and for the public letters he has written to boards over the years. What I find most interesting about Dan is how much his approach has evolved across thirty years.  He came up as a credit and event-driven investor at Warburg Pincus and Jefferies, built Third Point, then layered in quality investing, thematic technology investing, and now a very large credit business that sits alongside the hedge fund. We cover how he thinks about the AI stack and the companies inside it he believes matter most, the difference between good and bad governance, what FTX taught him about due diligence, the Sony and Sotheby's stories, and the power of writing. Please enjoy my conversation with Dan Loeb. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Dan Loeb (00:03:21) Mental Models Information Overload (00:06:50) Dan's Identity as an Investor (00:11:24) The End of Classic Event-Driven Investing (00:13:52) Evolving Strategy Over 30 Years (00:17:48) Return Opportunities in Today's Market (00:21:12) Sources of Alpha for Fundamental Investors (00:22:10) Good vs. Bad Governance (00:26:17) Writing as an Investing Tool (00:27:29) The Sotheby's Story (00:30:04) Activism Opportunities Today (00:31:03) Third Point's Evolution to 60% Credit (00:36:10) Dan as Sole Portfolio Manager (00:38:09) Value Investor Perspective on Today's Market (00:39:23) Investing Outside the US (00:40:33) The Sony Activism Story (00:43:59) Lessons from 30 Years of Investing (00:46:26) Danaher and Operational Excellence (00:48:48) Building the Insurance Liability Business (00:51:19) The FTX Story (00:53:07) Leading a Team Through Uncertainty (00:54:29) Where Third Point Is Most Contrarian (00:56:22) What Makes a Great Analyst Today (00:58:12) The Next 10 Years (01:00:24) The Kindest Thing

My guest today is Darren Farber, and this is his second appearance on the show. Darren is a Managing Partner of Albion River, a defense-focused investment firm and he previously served as a special advisor to the Deputy Under Secretary of Defense. We recorded this conversation in the middle of the Iranian contingency, and we spent most of our time on what winning actually means in a theater like Iran. We discuss why magazine depth matters for the American industrial base, lessons from Ukraine, and what the rise of neo-prime defense companies will require from Congress. Please enjoy my second conversation with Darren Farber. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Darren Farber Intro (00:02:59) Defining What Winning Looks Like in Iran (00:12:16) The Strait of Hormuz (00:13:27) Eisenhower vs. Taylor: Two Military Doctrines Explained (00:17:12) US Military Readiness vs. the Pentagon Era (00:20:05) America's Magazine Depth (00:21:36) China's Vulnerability (00:25:28) Trading Freedom for Security (00:27:31) Today's Industrial Base (00:29:30) Lessons from the Ukraine War (00:31:11) Impact of Iran Conflict on Taiwan Risk (00:33:02) What Neo-Prime Defense Companies Need to Succeed (00:39:53) Can We Win Without Full Regime Change in Iran? (00:45:46) AI's Impact on Modern Warfare