Podcasts about competitive landscape

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Best podcasts about competitive landscape

Latest podcast episodes about competitive landscape

Chit Chat Money
6 Stocks With Insider Buys This Week; CoreWeave's Collapse; Amazon's New Grocery Venture $AMZN $CRWV

Chit Chat Money

Play Episode Listen Later Aug 15, 2025 63:53


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(02:58) AI's Impact on Software Companies(11:52) Trends in Alcohol Consumption(21:02) Amazon's Grocery Delivery and Instacart's Challenges(30:41) Cava's Earnings and Restaurant Industry Trends(36:14) Analyzing Restaurant Performance Amid Economic Challenges(39:58) Insider Buys(44:29) The Hot IPO Market: Opportunities and Risks(48:25) Bubble Watch: Signs of Market Euphoria(50:50) Adyen's Growth Challenges in a Competitive Landscape(56:19) CoreWeave's Risky Bet*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Lifestyle Asset University
Episode 298 - Rohit Bezewada┃CEO of AirDNA┃How Bad Data Can RUIN Your Investment!

Lifestyle Asset University

Play Episode Listen Later Aug 8, 2025 38:37


Want to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7In this episode of the Vacation Rental Revolution podcast, host Shawn Moore interviews Rohit Bezewada, CEO of AirDNA and Uplisting. They discuss the evolution of short-term rentals, the importance of accurate data for investors, and how AirDNA is enhancing user experience through customization and confidence scores.GET CONNECTED WITH AIRDNA:https://www.airdna.co/FOLLOW ROHIT:https://www.linkedin.com/in/rohit-bezewada-3010b48/https://www.instagram.com/bezu41/?hl=enFOLLOW US:https://www.facebook.com/share/g/16XJMvMbVo/https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreChapters00:00:00 Introduction to the Short-Term Rental Revolution00:03:01 The Importance of Accurate Data in Investments00:05:58 Enhancing User Experience with Customization and Confidence Scores00:08:43 The Role of Data in Underwriting and Decision Making00:11:56 Democratizing Short-Term Rental Investing00:14:50 The Shift Towards Operational Efficiency00:17:47 Integrating Data and Operations for Better Management00:20:58 Future Developments in Property Management Software00:23:46 The Competitive Landscape and Its Impact on Investors00:26:55 Conclusion and Call to Action

Chit Chat Money
Remitly's Remarkable Gains; OpenAI Hits $500 Billion Valuation; Is Amazon Losing The Cloud Wars?

Chit Chat Money

Play Episode Listen Later Aug 8, 2025 65:12


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis(12:19) Figma IPO: Valuation and Market Implications(28:38) Remitly's Growth Amidst Market Challenges(34:21) Evaluating Growth Potential in Stocks(36:26) Innovations in Digital Finance and Remitly's Strategy(41:00) Airbnb's Market Position and Growth Challenges(50:52) Coupang's Expansion and Competitive Landscape(57:43) OpenAI's Valuation and Market Dynamics*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

New England Baseball Journal Podcast
Northeastern Coach Mike Glavine

New England Baseball Journal Podcast

Play Episode Listen Later Aug 7, 2025 44:47


Dan interviews Coach Mike Glavine from Northeastern Baseball. The discussion covers the team's achievements, including 17 shutouts and 49 wins, the role of senior leadership, and the impact of new and transfer players. Coach Glavine emphasizes the importance of a strong support staff and teamwork. They also talk about recruiting strategies, player development, and the balancing act between traditional coaching methods and new technologies. The episode concludes with a segment on baseball strategy, including the intentional walk, pitching changes, and the resurgence of small ball in modern baseball.   Topics 00:41 Recap of an Incredible Season 02:33 Challenges and Strategies 05:21 Coaching Staff Changes 07:47 Player Turnover and Recruitment 11:07 Recruiting Philosophy and Process 16:39 Summer Recruiting and Future Prospects 22:14 Navigating the Recruitment Process 23:18 The Competitive Landscape of New England College Baseball 24:39 The Impact of Pitcher Velocity and Injuries 28:57 Embracing Technology in Baseball Training 33:16 Three Up, Three Down: Baseball Strategy Discussion 44:22 Conclusion and Wrap-Up

2 Bros & Sports Talk
Will Travis Hunter be successful playing both ways?

2 Bros & Sports Talk

Play Episode Listen Later Aug 6, 2025 50:22


In this episode of 'Two Bros and Sports Talk', hosts BEE and Q discuss various hot topics in the sports world, including the recent trade requests from NFL stars Micah Parsons and Terry McLaurin, the quarterback battle between Anthony Richardson and Daniel Jones, and the potential for Travis Hunter to play both ways in the NFL. They also delve into the controversial topic of NIL caps for college players and wrap up with a fun segment on their top five two-sport athletes of all time.Chapters00:00 Introduction and Show Overview01:33 NFL Trade Requests: Micah Parsons and Terry McLaurin11:58 Quarterback Battle: Anthony Richardson vs. Daniel Jones20:04 Travis Hunter: Playing Both Ways in the NFL26:24 Navigating the Competitive Landscape of Football30:40 The Debate on NIL Caps for College Athletes40:46 Top Two-Sport Athletes of All Time

AI Applied: Covering AI News, Interviews and Tools - ChatGPT, Midjourney, Runway, Poe, Anthropic

In this conversation, Conor Grennan and Jaeden discuss Apple's recent shift in focus towards AI, driven by Tim Cook's new aggressive stance on the technology. They explore the implications of this shift, including the potential development of an AI-powered search engine to compete with Google and ChatGPT. The discussion also touches on the competitive landscape of AI, the reasons behind Apple's delayed entry into the field, and the challenges they face in catching up with other tech giants. Overall, the conversation highlights the excitement and skepticism surrounding Apple's future in AI.AI Applied YouTube Channel: https://www.youtube.com/@AI-Applied-PodcastTry AI Box: ⁠⁠https://aibox.aiConor's AI Course: https://www.ai-mindset.ai/coursesConor's AI Newsletter: https://www.ai-mindset.ai/Jaeden's AI Hustle Community: https://www.skool.com/aihustle/aboutYouTube Video: https://youtu.be/tatOkB8tk5EChapters00:00 Apple's AI Ambitions and Tim Cook's Shift02:48 The Competitive Landscape of AI and Search Engines05:49 Apple's Strategy: Building an Answer Engine08:45 Tim Cook's Justification for Apple's AI Delay11:28 The Future of Apple in the AI Space

Search with Candour
In-Depth Discussion on Structured Data & Schema with Jarno van Driel

Search with Candour

Play Episode Listen Later Aug 4, 2025 76:01


In this episode of Search With Candour, Jack Chambers-Ward is joined by Jarno van Driel to discuss the nuances of structured data, its significance in SEO, and its broader applications beyond search.The conversation ranges from how schema works with AI and large language models to how structured data aids in internal communication, impacts e-commerce, and the evolving landscape of digital marketing tools.Follow Jarno:Jarno's website: https://invisiblegraph.com/LinkedIn: https://www.linkedin.com/in/jarno-van-driel-36a47075/Bluesky: https://bsky.app/profile/jarnovandriel.bsky.socialResources:https://withcandour.co.uk/blog/the-state-of-schema-in-2023-with-dave-ojedahttps://www.youtube.com/watch?v=TiT2bzTq91Yhttps://developers.google.com/search/docs/appearance/structured-data/sd-policies00:00 Introduction01:20 Welcome to Search with Candour02:57 Sponsor Message: Fat Joe04:39 Welcome Jarno van Driel06:22 The Evolution of Structured Data07:26 The Role of Schema.org and Community Contributions12:35 The Future of E-commerce and AI Integration13:20 The Importance of Structured Data in AI Mode15:32 Challenges and Misconceptions in Structured Data25:02 The Role of Structured Data in Knowledge Graphs28:04 The Competitive Landscape of E-commerce30:34 The Rise of TikTok as a Shopping Platform32:46 Different Types of Structured Data34:45 The Future of Structured Data and AI39:29 AI and Search: Bridging the Gaps43:01 Multimodal Search and Google Lens43:42 E-commerce and Structured Data46:43 TikTok E-commerce52:00 Structured Data's Internal Benefits01:02:02 Speakable Schema and Voice Search01:05:44 The Future of AI and Job Impact01:14:28 Conclusion and Future Guests

It's a Numbers Game
EP105 – Thinking of Selling Your MSP? Evergreen's Isobelle Coventry Spills Valuation Multiples, Deal Tactics and the UK Acquisition Boom

It's a Numbers Game

Play Episode Listen Later Aug 2, 2025 37:32


In this episode, Isobelle joins the podcast to discuss her experiences and insights from working in the UK market, particularly focusing on mergers and acquisitions (M&A) of Managed Service Providers (MSPs). Isobelle talks about Evergreen's growth, including partnering with seven MSP businesses across the UK, and their approach to acquiring and supporting new businesses. Isobelle also touches on the importance of valuation, the quality of revenue streams, and the operational maturity of businesses. The conversation further explores the differentiation of Evergreen as a permanent partner, their decentralised model, and the extensive support they offer to their partner businesses.    00:00 Introduction and Greetings  00:40 Company Updates and Achievements  04:53 Team Expansion and Operations  06:33 UK Summit and Business Insights  08:17 Financial Metrics and Valuations  18:47 Revenue Quality and Business Growth  26:11 Differentiation in the Competitive Landscape  33:33 Conclusion and Contact Information    Connect with Isobelle Coventry on LinkedIn by clicking here –https://www.linkedin.com/in/isobelle-coventry    Connect with Daniel Welling on LinkedIn by clicking here –https://www.linkedin.com/in/daniel-welling-54659715/    Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/     Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/        We look forward to catching up with you on the next one. Stay tuned! 

Bonk Bros
The Tour Finale and the Pre-Pre-Leadville 100 Gravel Race Episode

Bonk Bros

Play Episode Listen Later Jul 31, 2025 83:14


Episode 162 – The Tour Finale and the Pre-Pre-Leadville 100 Gravel Race Episode What up party people. Welcome back for another fun episode of the Bonk Bros Podcast where we're talking about our thoughts on the Tour finale, getting into all things drop bars at the Leadville 100 Mountain Bike (I mean gravel) race, as well as our reaction to Dizzle's latest round of VO2max testing, and plenty more.   As always, this episode is brought to you by some of our AMAZING partners who continue to stand by our side and bring you access to some of our favorite products that we use on the daily.   For all of your bicycle tire and accessory shopping needs head over to Bike Tires Direct (or BTD as we call them) and use code “bonkbros” when checking out for a sweet little discount. BTD was kind enough to support the Crested Butte training camp that I co-hosted a few weeks ago and sent us a boat load of tires for the athletes to demo, along with some Silca sealant, and they also provided us with a couple of the newest head units from Garmin, the Edge MTB. We got to put these rugged little buggers to the test over the course of the week and one of the lucky campers even got to go home with one after we raffled it off at the end of camp. If you're in the market for a new bike computer and you're anything like me and constantly breaking these darn things then be sure to check out the Garmin Edge MTB head unit over at Bike Tires Direct.   Next up if you're just sick of having to always pretend like you're buying razors for your wife at the store every time you run out of leg shavers, then check out the best razors for men who shave their legs from our friends over at BOLT Skin + Shave. And for an extra 15% off that silky smooth shave experience type in code BROS15 at checkout. That's Bolk Skin + Shave (code: BROS15)   Oh yeah we've also got the lovely crew over at Silca, our longest running show sponsor who's always developing the latest in marginal gains products plus a whole bunch more. Silca too was a sponsor of the Crested Butte camp, setting us up with Crockpotanator 4000s, tons of Secret Blend wax and all the various chip additives, they made sure we were washing bikes in style every night with the Bike Spa treatment, plus they made sure each camper went home with some Super Secret wax drip lube. Check out any of these products and more over at Silca.cc and use the code “Bonkbrosjuly2025” for discount at checkout.       Just a few more here for y'all.   If you're still in the process of dialing in your training and racing fueling strategy (which you should always be doing) then you need to experiment with the magical powers of ketone esthers by the folks over at KetoneAid. Once you do, you'll quickly find that unlike the absolute monstrosity of sugary concoctions high carb drink mixes are, KetoneAid brings you a product that can be used for both on the bike and off the bike fueling to support overall lifestyle performance. Use ketones for things like enhancing cognitive function, improving recoverability and sleep, and even for that afternoon pick-me-up before you leave the office to head home and hammer out a training ride. Click the link in the show notes for free shipping.   Speaking of hammering out rides, if you're serious about your fitness but just don't have the time or resources available to work with a coach, don't overlook the power of AI to help you curate an effective and easy to follow training plan for your situation. JOIN cycling wants to make sure that every rider has access to a training program just like that and even wants to offer you a FREE month of training when you can head to join.cc/campaigns/bonkbros or click the link in the show notes.   And last one for today is Bicycle Accident Law. Spearheaded by Matthew Scarborough, who is with you on every ride, for better or worse, Bicycle Accident Law is your go-to resource any time you're involved with a vehicle incident while out riding and need advice navigating the legal process that follows. Just mention the Bonk Bros sent you if you're in need of their services for a bonus offer, including a month of FREE coaching with Ignition Coach Co when you return to riding.   Alright I hear ya, that's enough business talk for today, if you have any questions or feedback for the show you can drop us a note at bonkbrospodcast@gmail.com or hit up the Bonk Bros instagram page (@bonkbros @dylanjawnson @adamsaban6 @tylerclouti @raddaddizzle @scottmcgilljr).   Let's get this party started!   FOR UPDATED DISCOUNT CODES CHECK THE LATEST EPISODE: Silca (10% discount code: “Bonkbrosjuly2025”): https://silca.cc/?utm_source=Bonk+Bros&utm_medium=podcast&utm_campaign=stripchip&utm_id=Bonk+Bros+Podcast   Bike Tires Direct (10% discount code: bonkbros): https://www.biketiresdirect.com/?utm_source=bonkbros&utm_medium=banner&utm_campaign=bonkbros2025   Bolt Skin + Shave (BROS15): https://www.boltshave.com   JOIN Cycling: https://join.cc/campaigns/bonkbros   Scarborough Bicycle Accident Law: https://www.bicycleaccidentlaw.com   KetoneAid: https://ketoneaid.com/?utm_source=BonkBros   Dynamic Cyclist (10% discount code: BONKBROS): https://new.dynamiccyclist.com/a/43703/xkYViFV8     Patreon: http://patreon.com/patreon_bonkbros    For more Dylan Johnson content: https://www.youtube.com/channel/UCIf1xvRN8pzyd_VfLgj_dow   Listener Question Form: https://docs.google.com/forms/d/1T37wGRLk6iYTCF6X_DQ9yfcaYtfAQceKpBJYR5W7DVA/edit?ts=642eb6d6   MERCH: T-SHIRTS ARE HERE! Get your Bonk Bros swag below. https://bb5a73-20.myshopify.com/    IGNITION: Hire a coach. Get faster. It's that simple. https://www.ignitioncoachco.com/   MATCHBOX PODCAST: Check out our more serious training focused podcast.  https://www.ignitioncoachco.com/podcast      The Following Was Generated Using AI And Should Not Be Held To The Higher Standards Of Sentient Beings - Riverside.   Summary In this lively conversation, the hosts delve into various topics surrounding cycling, including the often-debated VO2 max, the recent Tour de France highlights, and the performance of Tadej Pogačar. They also discuss Drew's recent VO2 max test results, the gravel racing scene, and the implications of testosterone and GLP-1s on athletic performance. The discussion is filled with humor and camaraderie, making for an engaging listen. In this episode, the hosts discuss the relationship between cycling and nutrition, particularly how cyclists manage their diets in relation to their training. They delve into the Leadville race, debating its classification as a gravel race and the economics of race entry fees. The conversation shifts to bike setups and strategies for racing, followed by listener questions that cover gear choices and race preparation tips.   Chapters 00:00 The VO2 Max Debate 02:36 Tour Highlights and Tade's Dominance 05:27 Tade's Future and Olympic Aspirations 08:14 The Competitive Landscape of Cycling 10:55 Team Dynamics and Gravel Racing 15:05 The Value of Numbers in Performance 18:11 Understanding VO2 Max and Its Impact 23:43 Psychological Effects of Performance Metrics 27:24 The Reality of Professional Cycling Salaries 30:14 Testosterone and Health Insights 32:08 Exploring TRT and GLP-1s 36:05 The Weight Loss Drug Debate 38:12 Leadville Race Dynamics 41:34 Entry Fees and Race Economics 43:50 The Value of Collector's Items 44:48 Race Highlights and Performance 45:29 Upcoming Races and Their Significance 46:41 Testing and Performance Metrics 50:17 Lactate Testing and Thresholds 56:15 Comparing Race Results and Experiences 56:56 Listener Questions and Gear Discussions 01:02:28 Cyclocross Setup and Tire Choices 01:07:54 Advice for New Cyclocross Racers 01:10:31 Wrap-Up and Future Episodes  

Chit Chat Money
Oscar Health Stock: Undervalued or Overhyped? (Ticker: OSCR)

Chit Chat Money

Play Episode Listen Later Jul 30, 2025 64:15


On this episode of Chit Chat Stocks, Brett gives a research report on Oscar Health (ticker: OSCR). We discuss:(03:05) Understanding the Affordable Care Act(05:57) Oscar Health's Business Model and Market Position(09:03) User Experience in Health Insurance(12:15) Profitability Challenges in Health Insurance(15:42) Oscar Health's Growth and Market Share(18:42) Management Changes and Leadership Impact(22:42) Market Opportunities and Competitive Landscape(33:12) Navigating Financial Headwinds in Healthcare(38:27) The Rise of Individual Coverage Health Reimbursement Arrangements(41:41) Profitability Uncertainty in the Health Insurance Sector(46:30) +Oscar: A Moonshot for Oscar Health(50:44) Valuation Challenges and Market Perception(59:01) Emerging Moats in Health InsuranceSubscribe to our Substack and read the full report: https://chitchatstocks.substack.com/****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
Google's AI Overviews Reach 2 Billion Monthly Users

AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning

Play Episode Listen Later Jul 25, 2025 9:41


In this episode, Jaeden delves into Google's latest AI developments, including their AI overviews reaching two billion monthly users and the intriguing partnership with OpenAI. Explore the implications of Google's collaboration with OpenAI amidst the competitive AI landscape, and how this might impact the future of AI technology. He also discuss the impressive growth of Google Gemini and its user base.Try AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/aboutYouTube Video: https://youtu.be/CKKfJwukMp8Chapters00:00 Google's AI Overview & User Engagement02:48 OpenAI & Google's Strategic Partnership05:32 The Competitive Landscape of AI Models08:37 Future Implications & User Adoption

two & a half gamers
The Real Story Behind Tasty Travels' Meteoric Rise: Merge, Monetize, Repeat!

two & a half gamers

Play Episode Listen Later Jul 24, 2025 54:18


We break down Century Games' Tasty Travels, the new merge hit muscling into a category long dominated by Travel Town and Microfun. Tasty Travels is not just a clone. It's a polished, high-velocity merge machine, doubling the ARPDAU of Travel Town and already scaling toward $200,000 daily revenue, with a launch playbook built on AI, altered gameplay, and relentless creative iteration. We explore why Century's approach to UA and live ops could make them a serious threat to every top-grossing merge game and why nobody wants to go head-to-head against them.What's inside:Insane UA and CreativesOnboarding and PaceEvents, Live Ops, and MonetizationMarket Impact!Clone Wars and CopycatsKey Takeaway:Tasty Travels is not just another merge game. It's Century Games' statement that nobody is safe from a studio that can outspend, outclone, and out-iterate the entire category.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.https://www.vibe.co/---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/IreEye1zjF0Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Tasty Travels04:14 Gameplay Mechanics and Features07:15 Comparative Analysis with Travel Town10:06 User Experience and Game Economy13:22 Event Structures and Engagement16:15 Innovative Elements and User Acquisition Strategies21:13 Introduction to UA Play and Gameplay Mechanics24:15 Live Operations and Monetization Strategies27:14 Ad Monetization in Merge Games31:16 Revenue Insights and Market Trends37:46 Future Predictions and Competitive Landscape40:17 Exploring Creative Strategies in Gaming43:26 The Role of User Acquisition in Game Success46:42 Innovations in Game Design and User Engagement51:51 Competitive Landscape in the Gaming Industry---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

Founded and Funded
V0's Creator on What's Next for AI Dev Tools

Founded and Funded

Play Episode Listen Later Jul 23, 2025 35:17


In this episode of Founded & Funded, Madrona Partner Vivek Ramaswami sits down with Jared Palmer — designer, developer, and founder of Turborepo (acquired by Vercel), and former VP of AI at Vercel. Jared walks through his unique path from Goldman Sachs to Vercel, and how he combined finance, design, and engineering to create beloved developer tools like Formik, TSDX, and Turborepo, and v0. The two dive deep into: Why vertical integration is the future of AI-native dev platforms The founding and launch of Vercel's v0.dev How Vercel is positioning for a world with 700M code-generators, not just 28M developers What makes teams and products move fast Why “text-to-app” will soon become “text-to-business” Whether you're a founder building dev tools, a product leader thinking about AI-native apps, or a developer curious about the future of your craft — this episode is packed with lessons and foresight. Subscribe and listen now! Transcript: https://bit.ly/4kQWVig Chapters:  (00:00) Introduction (01:40) Jared Palmer's Early Career in Finance (04:40) Transition to Design and Freelancing (07:12) Building a Career in Open Source (11:46) Creating TurboRepo (13:47) Joining Vercel (15:27) Adjusting to Corporate Life (17:37) The Power of Transparency in Teams (17:50) Building a Thriving Team Environment (19:08) Origins of v0 (19:29) Early Development and Challenges (21:38) Key Innovations and Prototypes (22:58) Launch and Rapid Growth (25:32) Navigating a Competitive Landscape (30:02) Future of AI and Software Development

Infinite Machine Learning
AI for Physical Security | Dave Selinger, CEO of Deep Sentinel

Infinite Machine Learning

Play Episode Listen Later Jul 23, 2025 48:54 Transcription Available


Dave Selinger is the CEO of Deep Sentinel, an AI-powered video surveillance system. They have raised $38M in funding from Intel Capital, Shasta Ventures, and others. Prior to this, he was the cofounder and CTO of Redfin. And he was also the cofounder of RichRelevance. Dave's favorite books: - The Speed of Trust (Author: Stephen Covey)- Snow Crash (Author: Neal Stephenson)(00:01) – Origin Story: A Near-Miss and the Broken Security Market(04:22) – What Deep Sentinel Does and Why It Works(06:23) – Benefits of Vertical Integration in Security Tech(10:20) – How Deep Sentinel Tackles False Positives with AI(14:06) – Balancing Escalation Risk and Deterrence(17:06) – How Deep Sentinel Processes and Uses Its Data(19:36) – Positioning Deep Sentinel in the Competitive Landscape(21:12) – Go-to-Market Learnings for Hardware-Software Companies(23:39) – Residential vs. Commercial Security: A Comparison(26:41) – Regulation and Public Sentiment Around Security AI(29:03) – Insurance, Security, and Incentive Alignment(31:23) – Company Building and Lessons from 20 Years of Founding(39:26) – The Role of Distillation and LLMs in Deep Sentinel's Future(42:27) – Rapid Fire Round--------Where to find Dave Selinger: LinkedIn: https://www.linkedin.com/in/selly/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite X: https://x.com/prateekvjoshi 

CEO Corner by Sarah McGrath
“Leadership is an attitude” – Howden CEO, Robert Kennedy on Navigating Crisis and Industry Evolution

CEO Corner by Sarah McGrath

Play Episode Listen Later Jul 23, 2025 29:53


Embracing Uncertainty in Leadership and Industry Transformation Join Sarah McGrath as she delves into a candid conversation with Robert Kennedy, CEO of Howden Ireland. Discover how Robert's competitive spirit and resilience have shaped his leadership style and guided him through the challenges of the insurance industry, from starting as a van driver to becoming CEO of Howden Ireland. Please note: This episode was originally recorded in July 2024. Since filming this interview, Robert has been appointed to succeed Carl Shuker as CEO of Howden UK and Ireland. We wish Robert all the best in his new role, which will commence in October 2025. Episode Highlights: From humble beginnings to CEO: Robert's career trajectory. Strategic leadership: Navigating Howden through times of crisis. Personal insights: Balancing family commitments with professional demands. The future of the insurance industry and the role of consolidation. Building a resilient and culturally aligned workforce. Leadership Insights: Robert emphasises the significance of adaptability and strategic thinking in leadership. He offers advice on achieving a sustainable work-life balance and underscores the value of cultural alignment in mergers and acquisitions. Time Stamps: 00:00 Introduction and Early Life 01:24 College Years and Early Career 02:29 Entering the Insurance Industry 04:02 Finding Focus and Motivation 05:01 Career Ambitions and Achievements 07:15 Leadership and Challenges 09:44 Balancing Work and Family 12:22 Overcoming Doubts and Fears 15:06 Leadership and Personal Responsibility 15:36 Evolving Work Environments and Learning Challenges 17:24 Balancing Work, Family, and Friendships 19:25 Work-Life Balance and Remote Work 21:54 The Competitive Landscape of the Insurance Industry 25:33 Advice for Aspiring Professionals 26:13 Future Plans for Howden 28:10 Fun Questions to Wrap Up Connect with Us: Robert Kennedy: /robert-kennedy-4541a518/ Sarah McGrath: /sarah-mcgrath/ Thank you for listening! If this episode resonated with you, consider sharing it with friends or leaving a review. Your feedback is appreciated. Sponsored by 360 Search, your career, our expertise. www.360search.ie

AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning

In this conversation, Jaeden discusses Meta's ambitious plans to build a massive five gigawatt AI data center, named Hyperion, as part of Mark Zuckerberg's renewed focus on artificial intelligence. The conversation explores the competitive landscape of AI infrastructure, highlighting the challenges and strategies of various tech companies, including energy concerns related to data centers. Jaeden emphasizes the importance of government involvement in energy production to support the growing demands of AI technology.Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/aboutChapters00:00 Meta's Ambitious AI Data Center Plans02:47 The Competitive Landscape of AI Infrastructure06:06 Energy Challenges in AI Development08:53 Government's Role in AI and Energy Production

AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning

In this episode, Jaeden discusses a recent collaborative paper from leading AI companies advocating for transparency in AI reasoning processes. The conversation explores the concept of 'chain of thought' in AI models, the importance of monitorability for safety, and the competitive dynamics within the AI industry. Jaeden also highlights the future of AI transparency and the efforts to understand the 'black box' of AI algorithms.Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/aboutChapters00:00 Unity in AI: A Call for Monitoring01:24 AIBox: A New Platform for AI Models02:49 Understanding AI Reasoning: Chain of Thought06:29 The Implications of Chain of Thought Monitoring09:11 The Competitive Landscape of AI Research10:35 The Future of AI Transparency by 2027

AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
Is This The Future Of "Collaborative" General Intelligence?

AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning

Play Episode Listen Later Jul 15, 2025 11:33


In this episode, we explore the recent $2 billion funding raised by Mira Murati for her AI startup, Thinking Machine Labs (Thinky). We discuss her background at OpenAI, the concept of collaborative general intelligence, and the implications of their multimodal AI approach. The conversation also covers the competitive landscape of AI startups and the significance of the funding and partnerships involved.Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/aboutChapters00:00 Introduction to Mira Murati and Thinky02:51 Understanding Collaborative General Intelligence06:06 Funding and Partnerships in AI08:52 The Competitive Landscape of AI Startups

Healthcare Trailblazers
Solving Provider Burnout using AI with Serial Entrepreneur David Norris CEO of Affineon Health

Healthcare Trailblazers

Play Episode Listen Later Jul 13, 2025 37:37


Send us a textIn this episode of Healthcare Trailblazers, we sit down with David Norris, serial entrepreneur and CEO of Affineon Health, for an in-depth conversation about tackling one of healthcare's most pressing challenges: provider burnout. With 2025 marking a pivotal year for AI adoption in healthcare, particularly around administrative burden relief and provider burnout solutions, David shares his unique perspective from both sides of the funding equation as co-founder of Affineon and participant in Andrew Ng's AI Fund venture studio.The conversation covers David's fascinating entrepreneurial journey, including mentorship from legendary figures like Bill Campbell (former coach to Steve Jobs) and Howard Schultz of Starbucks, before diving deep into how Affineon is revolutionizing healthcare through AI-powered inbox management for providers. As healthcare organizations increasingly seek AI solutions that deliver clear ROI around clinical efficiency and burnout mitigation, David explains how their platform achieves 100% accuracy while automating 30-80% of provider inbox workflows, and discusses the competitive dynamics reshaping the healthcare AI landscape, funding strategies for healthcare startups, and predictions for where AI technology is heading in the next five years.Timestamps:00:00:00 - Welcome and Introduction00:01:14 - David's Entrepreneurial Journey and Legendary Mentors00:07:17 - AI Fund Partnership and Affineon's Mission to Solve Provider Burnout00:21:44 - Funding Strategies and Competitive Landscape in Healthcare AI00:31:31 - Future of AI in Healthcare: 3-5 Year Technology Predictions00:37:00 - Closing and Contact Information

Bitcoin for Millennials
How ALTBG Became Europe's #1 Bitcoin Stock | Alexandre Laizet | BFM168

Bitcoin for Millennials

Play Episode Listen Later Jul 7, 2025 71:34


Alexandre Laizet is the Deputy CEO and Director of Bitcoin Strategy at The Blockchain Group (ALTBG), Europe's first Bitcoin Treasury Company. Under Alexandre's leadership, ALTBG has become the best-performing stock in France and Europe since launching its BTC treasury strategy in November 2024, delivering a +1000% BTC yield YTD and a 3000% share price increase.› https://x.com/AlexandreLaizetPARTNERS

UBS On-Air
Artificial Intelligence: Energy requirements, Competitive landscape & more with Michael Lippert (Baron Capital)

UBS On-Air

Play Episode Listen Later Jul 1, 2025 17:52


Michael Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging conversation about the evolution of AI, including an assessment of the energy requirements to sustain global demand, a look at the global competitive landscape, along with anticipated future use cases of this rapidly evolving technology. Host: Daniel Cassidy

Couchonomics with Arjun
Fixing the Core: Why Legacy Banking Infrastructure Can't Be Patched

Couchonomics with Arjun

Play Episode Listen Later Jul 1, 2025 52:43


The core of banking is broken, and duct-taping legacy systems won't fix it.This week on Couchonomics with Arjun, I'm joined by Myles Bertrand, CEO of Tuum, the modular core banking platform built in Estonia and now scaling across Europe and the GCC.Tuum isn't selling digital lipstick. They're rebuilding the real plumbing of modern banking — one composable, cloud-native layer at a time.

AI Applied: Covering AI News, Interviews and Tools - ChatGPT, Midjourney, Runway, Poe, Anthropic

Conor Grennan and Jaeden discuss the advancements in Google's AI mode, particularly its voice interaction capabilities. They explore how this technology is changing user experiences and the competitive landscape of AI tools. The discussion highlights the importance of adapting to new technologies and the potential for Google to regain market share through innovative features.AI Applied YouTube Channel: https://www.youtube.com/@AI-Applied-PodcastTry AI Box: ⁠⁠https://AIBox.ai/⁠⁠Conor's AI Course: https://www.ai-mindset.ai/coursesConor's AI Newsletter: https://www.ai-mindset.ai/Jaeden's AI Hustle Community: https://www.skool.com/aihustle/aboutChapters00:00 The Rise of Google's AI Mode03:02 Impact of Voice Interaction on Search05:48 Google's Competitive Landscape and Market Share08:58 Learning and Adapting with AI Tools

AI Hustle: News on Open AI, ChatGPT, Midjourney, NVIDIA, Anthropic, Open Source LLMs

Jamie and Jaeden discuss a recent privacy issue with Meta AI, where users' voice questions were inadvertently shared publicly. They explore the implications of privacy settings in AI tools and the importance of being cautious with personal information. The conversation then shifts to the competitive landscape of AI talent, highlighting Meta's attempts to recruit top talent from OpenAI with lucrative offers. Finally, they discuss the growing opportunities in AI consulting, emphasizing the potential for individuals to carve out niches in the industry and capitalize on the demand for AI expertise.AI Hustle YouTube Channel: https://www.youtube.com/@AI-Hustle-PodcastOur Skool Community: https://www.skool.com/aihustle/aboutTry AI Box: ⁠⁠https://AIBox.ai/⁠⁠Chapters00:00 Meta AI's Privacy Blunder02:54 The Competitive Landscape of AI Talent05:55 Opportunities in AI Consulting

Chit Chat Money
The Fastest Growing Company We've EVER Covered On The Podcast (And You've Never Heard of It)

Chit Chat Money

Play Episode Listen Later Jun 18, 2025 62:31


In this episode of Chit Chat Stocks, Brett dives into a research report on a small stock with a market cap below $1 billion. It has grown its revenue by 100x in the last six years, making it the fastest-growing company we've ever researched. We discuss: (00:00) Introduction to [X company](04:01) Understanding Traditional Real Estate Commissions(07:33) The Disruptive Business Model of [X company](13:39) Exploring Ancillary Services and Their Potential(23:45) Innovations in financial services(34:14) Real Estate Brokerage Insights(39:07) Competitive Landscape in Real Estate(43:44) Understanding the MLM Debate(48:23) Management and Leadership Evaluation(49:52) Valuation and Future Earnings Potential(57:58) Final Thoughts and Investment Decisions*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Chit Chat Money
Did AI Kill Adobe? Meta's $14 Billion Talent Acquisition; Remittance Legislation Threat $RELY $WISE

Chit Chat Money

Play Episode Listen Later Jun 13, 2025 62:52


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(03:20) Exploring the Remittance Market(06:26) The Impact of Taxation on Remittances(09:37) Warner Brothers Discovery's Strategic Split(12:38) Meta's AI Acquisition and Market Positioning(35:40) OpenAI and Google Cloud Collaboration(41:58) The Future of AI and Profitability(43:29) Adobe's Earnings and Competitive Landscape(50:08) RoboTaxis: The Future of Transportation(01:00:55) Upcoming IPOs and Market Trends*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Think BIG Bodybuilding
It's Just Bodybuilding 341 Sasan's Triumph Over Regan + Bodybuilding Durability

Think BIG Bodybuilding

Play Episode Listen Later Jun 11, 2025 87:46


It's Just Bodybuilding Podcast 341 Big Ron Partlow, Dusty Hanshaw, Scott McNally 03:04 Celebrating Sasan's Toronto Pro Win 08:04 The Importance of Genetics in Bodybuilding 10:18 The Role of Diet and Durability in Success 14:18 Critique of Competition Lighting and Backdrops 15:37 The Competitive Landscape of Bodybuilding 18:54 Training Strategies for Peak Performance 20:54 The Art of Managing Fatigue in Training 22:45 Chris Aceto Analogies 25:49 Training Consistency and Adaptability 30:39 Sustainable Training Practices 32:01 Managing Stress and Expectations in Bodybuilding 40:54 Durability in Bodybuilding: Overcoming Fragility 42:33 Reflections on Training Philosophy: Flexibility vs. Dogmatism 44:43 The Importance of Quality Time During Prep 46:48 Enjoying the Journey: Mindfulness in Bodybuilding 50:41 Debunking Politics in Bodybuilding Competitions 56:06 Life After Competition: Embracing New Freedoms 01:05:13 Navigating Personal Goals and Commitments 01:07:10 The Last Set: A Life-Changing Choice 01:09:49 Memorable Workouts: The Power of Experience 01:13:24 Training Efficiency: Choosing the Right Exercises 01:19:12 The Evolution of Bikini Division 01:23:05 The Future of Bodybuilding: Embracing Change

Marketing Smarts
Quick Hits: How to Retain Talent in This Competitive Landscape

Marketing Smarts

Play Episode Listen Later Jun 11, 2025 18:27


What's even more challenging than recruiting talent? Retaining talent. We all know how important a strong team is to business success. In this Quick Hit, you'll learn how to keep your team together. Take in the full episode here

Swimming with Allocators
Venture Capital's Next Wave: Strategies for Emerging Fund Managers

Swimming with Allocators

Play Episode Listen Later Jun 11, 2025 50:23


This week on Swimming with Allocators, Earnest and Alexa welcome Evan Finkel and Charlotte Palmer from Integra Global Advisors. Evan and Charlotte discuss their approach to venture capital investing, focusing on emerging managers while also sharing insights into evaluating new fund managers, emphasizing the importance of transparency, unique investment theses, and consistent communication. The conversation also covers challenges in the current VC landscape, including the competitive fundraising environment and the need for succession planning. Key takeaways include the value of building strong LP-GP relationships, the potential of smaller funds to generate alpha, and the critical role of motivation and differentiation for emerging managers. Also, don't miss our insider segment as Jason Kropp from Sidley discusses the complexities of cross-border venture capital investments, highlighting the importance of tax optimization, international investment structures, and navigating regulatory uncertainties in the current global investment landscape.Highlights from this week's conversation include:Evan's Background and Journey (1:09)Charlotte's Journey to Allocator (3:04)Integra Overview and Differentiation (4:41)Geographic Focus of Clients (8:24)Motivation and Competitive Landscape for Emerging Managers (11:13)Market Correction and Emerging Manager Archetypes (15:29)Diligencing Differentiated Perspectives (19:37)Off-List References and Deeper Diligence (23:51)Insider Segment: Complexities of Cross-Border Investments (24:48)LPAC Involvement and Value (28:56)How LPs Should Give Feedback (31:00)Questions GPs Should Ask LPs (34:18)Assessing LP Commitment and Stickiness (38:40)Succession Planning in VC Firms (42:55)Lessons Learned as LPs (47:31)Final Thoughts and Takeaways (50:00)Integra Global Advisors is a registered investment advisor (RIA) functioning like a multi-family office. The firm invests across the entire investable universe but on the venture side, the team specializes in early-stage investments across the U.S., Israel, Latin America, and Europe. Focused exclusively on emerging managers, Integra provides capital and strategic partnerships, actively engaging in LPAC positions to help funds succeed. Learn more at www.integraga.com.Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

The Knowledge Project with Shane Parrish
#232 Reed Hastings: The Netflix Playbook for Culture, Judgment, and Scale

The Knowledge Project with Shane Parrish

Play Episode Listen Later Jun 10, 2025 72:25


How do you build a high-performance culture without turning your company into the Hunger Games? Reed Hastings, co-founder and former CEO of Netflix, shares lessons from a career spent rewriting the rules—from severance as a management tool to “big-hearted champions who pick up the trash.” In this episode, he reveals how Netflix scaled trust, made bold bets before the data was in, and kept its edge by treating employees like adults—not assets. You'll hear how Hastings evaluates talent beyond the interview, the reason he avoids performance improvement plans, and what most leaders misunderstand about judgment, feedback, and innovation.  You'll also hear why he placed a $100 million bet on House of Cards with no pilot, how Drive to Survive changed an entire sport, and why Squid Game caught even Netflix by surprise.  Now focused on a new chapter—owning a ski mountain, reshaping education through AI tutors, and supporting charter schools—Hastings is still doing what he does best: building systems that scale culture, not just product.  If you care about performance without politics—or culture without the clichés—this is a blueprint from one of the clearest thinkers in modern business.  Approximate timestamps: Subject to variation due to dynamically inserted ads: (3:09) Powder Mountain, Skiing Industry, & Buying a Mountain (6:36) Setting Culture in an Organization (9:21) Hiring Process and Evaluating Candidates (14:24) Netflix's 2009 Slide Deck Release (16:26) Talent Density and Performance Culture (17:59) Loyalty and Team Building (19:56) Severance Packages (22:17) Process Vs. Innovation (24:21) Preventing Bureaucracy from Creeping In (25:46) Identifying and Nurturing Good Judgment (26:40) Transition from CEO to Board Member (27:37) Competitive Landscape of Online Streaming (29:18) Role of Netflix in Driving Industry Interest (31:25) Handling Controversy: The Dave Chappelle Case (33:59) Inclusiveness and DEI in the Workplace (35:10) Customer Satisfaction and Operating Income (36:06) Decision Making in Content Acquisition: House of Cards (37:28) Creating vs Buying Content (38:46) Data Collection and User Preferences (40:32) AI in Netflix and Personal Use (42:33) AI in Education (45:12) Charter Schools and Importance of Education (48:07) Charter Schools and Government Control (52:34) Misconceptions and Personal Projects (53:25) Admiration for Bill Gates (55:04) Work-Life Integration (56:59) Reflections on Career and Obsession (59:12) The Netflix Keeper Test (1:00:38) Learning from Past Experiences at Pure Software (1:02:27) Challenges and Regrets at Pure Software (1:03:38) Role of the Board in Founder-led Companies (1:04:49) Venture Capital Experiences and Insights (1:05:31) Defining Moments and Openness to New Experiences (1:06:14) First Product Excitement: The Foot Mouse (1:07:19) Definition of Success Thanks to our sponsors for supporting this episode: NORDVPN: To get the best discount off your NordVPN plan go to ⁠⁠nordvpn.com/KNOWLEDGEPROJECT⁠. Our link will also give you 4 extra months on the 2-year plan. There's no risk with Nord's 30 day money-back guarantee! MOMENTOUS: Head to https://www.livemomentous.com and use code KNOWLEDGEPROJECT for 35% off your first subscription. Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠⁠⁠fs.blog/newsletter⁠⁠⁠ Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠⁠⁠⁠ and get your own private feed. Watch on YouTube: ⁠⁠⁠@tkppodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Chip Stock Investor Podcast
Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism

Chip Stock Investor Podcast

Play Episode Listen Later Jun 10, 2025 22:15


Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell? And what has happened in the last year that could pave the way for better stock returns for MRVL investors? Nick and Kasey discuss recent events, and Marvell's growth in AI and data center infrastructure.Join us on Discord with Semiconductor Insider: https://chipstockinvestor.com/semi-insider-sign-up/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form

Marketing Smarts
Quick Hits: How to Recruit Talent in This Competitive Landscape

Marketing Smarts

Play Episode Listen Later Jun 5, 2025 18:40


Recruiting talent has never been more competitive - and candidates are expecting more than ever. How do you knock your recruiting out of the park? In this Quick Hit, you'll hear how it comes down to developing recruiting profiles and recruiting where your candidates are. Hear all the examples in the full episode here

web3 with a16z
Inside the Solana Story: Near-Death Brushes and a Need for Speed (with Solana)

web3 with a16z

Play Episode Listen Later Jun 5, 2025 49:37


with @aeyakovenko @alive_ethToday's episode features Solana cofounder Anatoly Yakovenko in conversation with a16z General Partner Ali Yahya, recorded live at our CSX Crypto Startup Accelerator program earlier this year.Anatoly shares the origin story of Solana — from a late-night eureka moment to thousands of investor meetings and several near-death startup experiences. He talks about what it took to get the network off the ground, how his engineering background at Qualcomm shaped its design, and why a need for speed gave Solana its edge.They also get into developer culture, engineering trade-offs, and what differentiates Solana's approach to building — including its willingness to ship, iterate, and rethink everything: including, most recently, its consensus algorithm.Timestamps:(0:00) Introduction(2:54) Early Career and Move to SF(3:57) Discovering Crypto and Solana's Beginnings(8:28) Challenges and Fundraising(12:12) Building Solana and Overcoming Obstacles(13:41) Solana's Vision and Market Strategy(17:23) Navigating Crises and Team Resilience(22:37) Solana's Unique Approach and Future Plans(24:57) Solana's Unique Approach to Software Development(26:35) Redesigning Solana: Lessons Learned(30:22) The Importance of Hackathons and Community(32:32) Technical Choices and Implications(34:16) Prioritizing User Experience Over Developer Comfort(36:40) Competitive Landscape of Layer 1 Chains(38:49) Building a Loyal Developer Community(42:36) Future of Blockchains and Solana's Vision(47:29) Long-Term View and GoalsAs a reminder, none of the content should be taken as investment, business, legal, or tax advice; please see a16z.com/disclosures for more important information, including a link to a list of our investments.

Chit Chat Money
They Pitched Tesla and Nintendo In 2018. Now, They Are Bullish On AST SpaceMobile Stock (Ticker: ASTS)

Chit Chat Money

Play Episode Listen Later Jun 4, 2025 64:15


On this episode of Chit Chat Stocks, we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS). Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their perspectives on why they are so bullish on a pre-revenue satellite internet company. What is so special about AST SpaceMobile?The episode did not disappoint. We discuss:(04:00) Understanding AST's Vision and Technology(07:13) Identifying Market Opportunities and Historical Context(09:59) Technological Differentiation and Competitive Landscape(12:15) Addressable Market and Potential Applications(15:09) Concerns and Viability of Technology(17:44) First Responder Market and Emergency Connectivity(33:23) The Financial Landscape of First Responders' Connectivity(35:19) Demand Dynamics and Strategic Partnerships(37:44) Consumer Demand and Coverage Challenges(41:02) The Business Model and Consumer Engagement(44:26) Satellite Economics and Operational Viability(48:22) Skepticism and the Future of AST(50:53) Valuation Challenges and Pre-Mortem ConsiderationsCrossroads Capital: https://www.crossroadscap.io/10West Advisors: https://www.10westadvisors.com/*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Couchonomics with Arjun
Beyond the Buzz: Beehive's Real Playbook for SME Lending

Couchonomics with Arjun

Play Episode Listen Later Jun 3, 2025 56:25


There's a $260B SME financing gap in MENA, and most players are still offering copy-paste solutions.In this episode of Couchonomics with Arjun, Craig Moore, Founder and CEO of Beehive, shares how one of the region's original fintechs is tackling real problems with real results.Since 2014, Beehive has built a lending model that combines technology, regulatory know-how, and operational depth to serve the segment banks continue to overlook.In this conversation, we explore: • What SME lending looks like on the ground in the GCC • Why Beehive shifted from peer-to-peer to institutional capital • How investor appetite is changing, from family offices to global VCs • The practical role of AI in credit decisioning • Beehive's plans for expansion into Saudi Arabia, Oman, and more

Lifetime at Work: Career Advice Podcast
Building a 100-Person Agency, Selling It and the Future with John Ghiorso

Lifetime at Work: Career Advice Podcast

Play Episode Listen Later Jun 2, 2025 48:56


Episode 93.  What's an agency business and what do you do after building one to 100 people and then selling? Retire?In this episode of the Lifetime at Work podcast, host Greg Martin interviews John Ghiorso, founder of Orca Pacific, an Amazon media agency, which he successfully built and sold. John shares his journey from an accidental agency owner to a seasoned entrepreneur now setting up a venture studio model to launch multiple niche-focused marketing agencies. Key topics include the dynamics of running and scaling agencies, the importance of aligning company values, the impact of AI on agency businesses, and strategies for hiring and retaining top talent.00:00 Introduction to the Podcast and Guest00:23 John's Agency Journey01:30 Understanding the Agency Business03:12 Starting and Scaling an Agency05:28 Retirement and New Ventures08:10 Hiring and Retaining Talent12:32 Company Culture and Values19:12 Deciding to Sell the Business22:09 Personal and Market-Based Reasons for Selling23:01 Navigating the Competitive Landscape of Amazon Agencies24:41 The Impact of COVID-19 on Business Strategy25:27 The Acquisition Process and Choosing the Right Partner26:49 Life After Acquisition: Working with Media Monks29:11 Reflections on Entrepreneurship and Leadership31:23 Advice for Aspiring Agency Professionals34:32 The Future of Agencies in an AI-Driven World43:31 Key Traits for Successful Agency Leaders46:56 Resources and Final Thoughts

Four Bad Eyes
#138 - Navigating the Competitive Landscape

Four Bad Eyes

Play Episode Listen Later May 27, 2025 72:17


In this engaging conversation, Dan and Anthony explore various themes surrounding entrepreneurship, product innovation, and public speaking. They discuss the competitive landscape of chickpea products, share insights from their experiences with Shark Tank, and pitch creative product ideas. The conversation also delves into the challenges and triumphs of public speaking, particularly in the context of accessibility and comedy, highlighting the importance of storytelling and audience engagement. In this engaging conversation, Dan and Anthony explore the intersection of comedy and music, sharing personal anecdotes from live performances and the challenges of mixing the two art forms. They discuss the thrill of performing in front of an audience, the importance of original music, and the adventures of late-night outings in New York City. The duo also delves into entrepreneurial ideas, nostalgic childhood games, and the creative process of songwriting, highlighting the growth and development that comes with practice. As they share humorous stories of hangovers and life updates, the conversation remains light-hearted and relatable, encouraging listeners to pursue their passions and embrace the ups and downs of life.~~~Call or Text the Podcast Hotline at +1-908-349-1480Or you can Email us to send in those questions to podcast@fourbadeyes.com More about Four Bad Eyes Podcast ► ⁠https://www.fourbadeyes.com⁠ TIKTOK: ⁠https://www.tiktok.com/@fourbadeyes⁠ INSTAGRAM: ⁠https://www.instagram.com/fourbadeyes⁠  ~~~More about Anthony Ferraro ► ⁠https://www.asfvision.com⁠ Anthony on Instagram: ⁠https://www.instagram.com/asfvision⁠ More about Dan Mancina ► ⁠https://www.keeppushinginc.com⁠ Dan on Instagram: ⁠https://www.instagram.com/danthemancina/⁠  ~~~Chapters:00:00 Introduction to Chickpea Innovations01:52 Competitors and Market Landscape04:35 Entrepreneurial Aspirations and Shark Tank Insights07:27 Navigating Accessibility in E-commerce10:20 Pitching Unique Product Ideas13:08 Exploring Water Sports Innovations16:46 Funding and Valuation Insights18:50 Product Differentiation and Marketing Strategies20:22 Negotiation Dynamics and Deal Structures27:35 Respectful Communication and Social Interactions29:30 Live Event Experiences and Storytelling40:03 Reflections on Performance and Future Aspirations41:08 Comedy and Music: A Challenging Mix42:49 The Thrill of Performing Live44:17 The Journey of Original Music44:59 Late Night Adventures in NYC45:35 Ghosting and Celebrity Connections46:26 Weathering the Storms of Life47:19 Entrepreneurial Ideas and Innovations49:55 Childhood Games and Nostalgia51:57 Songwriting: Crafting Meaningful Lyrics54:09 Musical Growth and New Beginnings57:05 Musical Reflections and Inspirations01:00:01 Parenting Moments and Family Life01:02:52 Social Adventures and Night Out Stories01:09:41 Career Changes and Personal Growth~~~Podcast Intro & Outro done by  @BlindSurfer  Pete Gustin find out more at ► ⁠https://www.petegustin.com

Chit Chat Money
The Next Great Network Effect Business: Did Ryan Find a New Stock To Buy? (Instacart, Ticker: CART)

Chit Chat Money

Play Episode Listen Later May 21, 2025 60:17


On this episode of Chit Chat Stocks, Ryan goes through a research report on a burgeoning network effect business hiding in plain sight: Instacart (Ticker: CART). We discuss:(03:10) The Genesis of Instacart(07:20) Building the Marketplace Network(11:08) Understanding the Transaction Mechanics(22:04) Monetization Strategies and Advertising(27:14) Competitive Landscape and Market Positioning(33:08) Consumer Behavior and App Segmentation(41:42) Management Changes and Leadership Concerns(51:14) Financial Projections and Growth Outlook*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Future of Water
Water Metering's Digital Shift: Platforms, Analytics, and AI Integration

The Future of Water

Play Episode Listen Later May 20, 2025 51:05


In this episode of The Future of Water, host Reese Tisdale is joined by Bluefield Analyst Christine Ow to explore one of the fastest-evolving segments in the water sector: metering. Christine shares insights from Bluefield's new report, Global Water Metering Outlook: Evolving Technology Trends, Business Models, Competitive Landscape, and Leading Companies, which offers a detailed view of the US$6.8 billion global metering market. With digital transformation accelerating, water meters are no longer just endpoints—they're becoming the digital backbone of utility networks. The discussion highlights how business models are shifting toward subscription-based offerings, how telecom players are entering the space, and how leading vendors are leveraging analytics and AI to create new value for utilities and customers alike. Key topics covered: The shift from traditional meter replacement cycles to subscription-based models The entry of telecom players supporting smart meter rollouts, especially in Europe How vendors are integrating analytics and artificial intelligence to deliver more than just water measurement Market-specific trends, including policy shifts in the U.S., AMP8 in the U.K., and funding in Spain Why static and ultrasonic meters are gaining traction in mature markets as costs decline If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: Global Water Metering Outlook: Evolving Technology Trends, Business Models, Competitive Landscape, and Leading Companies Metering-as-a-Service to Find Market Niche Europe Digital Water Market Outlook: Key Drivers, Competitive Shifts, and Forecasts, 2024–2033

Service Academy Business Mastermind
#323: Leveraging Untapped Talent in Indonesia with Jason Williscroft, USNA ‘95

Service Academy Business Mastermind

Play Episode Listen Later May 17, 2025 37:14


Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Jason is the founder of John Galt Services, a Bali-based outsourcing company that connects businesses with high-performing, multilingual talent across Indonesia. With a focus on quality, training, and long-term impact, his team works in person from Bali to deliver reliable, professional support at global standards.  A graduate of the U.S. Naval Academy and former Navy Surface Warfare Officer, Jason has spent over two decades leading product development and building enterprise software systems for startups and major financial institutions. He previously founded a data systems firm that served clients like Invesco and Bridgewater Associates.  Today, he also serves as a lead developer and technical leader at VeteranCrowd. Fluent in Bahasa Indonesia and deeply embedded in the local community, Jason is passionate about creating meaningful opportunities through global collaboration. In this episode of the SABM podcast, Scott chats with Jason about:   The Spark Behind John Galt Services: Bridging global opportunity with untapped talent in Indonesia. What Sets It Apart: High-caliber, multilingual professionals trained and managed locally in Bali. Jason's Path: From Navy officer and software developer to founder building impact abroad. Early Lessons: Navigating a competitive outsourcing market while prioritizing quality and purpose. What's Next: Growing one placement at a time toward full-service managed teams. Timestamps: 00:13 Reflecting on the Past Four Years 00:27 The End of Ring Knocker 01:19 Introducing John Galt Services 02:15 Discovering Indonesian Talent 04:06 The Business Proposition 08:37 The Start of a New Venture 15:45 Recruitment and Skill Matching 17:43 Goals and Future Plans 19:06 Expanding Services and Competitive Landscape 22:43 Journey to Indonesia and Life in Bali 24:52 Creating Opportunities and Making a Difference 26:36 Future Plans and Business Connections 28:03 A Story of Barbecue and Cultural Fusion   Connect with Jason: LinkedIn   If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today.   Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Jason for joining me this week. Until next time! -Scott Mackes, USNA '01  

Business Breakdowns
monday.com⁠: Work Management Software - [Business Breakdowns, EP.217]

Business Breakdowns

Play Episode Listen Later May 13, 2025 77:01


Today we are breaking down the work management software platform monday.com. Founded in February 2012, today monday.com has a market cap of over $14 billion. The platform has transformed a simple task management tool to a versatile platform serving numerous industries and use cases.  I am joined by Ben Hensman, Portfolio Manager of the Global Tech Fund at Square Peg. He takes us through the story of monday.com and how they emerged as a winner amidst plenty of competition. There are critical lessons to be learned from its successful expansion into larger enterprise markets. We cover its impressive financial growth, innovative architectural design, and a move into AI. Please enjoy this breakdown of monday.com. ⁠Subscribe⁠ to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page ⁠here⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠ joincolossus.com/episodes⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Show Notes (00:00:00) Introduction to monday.com (00:01:35) The Origin Story of monday.com (00:02:30) Early Growth and Success (00:02:57) Product Flexibility and Customer Use Cases (00:05:14) Transparency, Trust, and Efficiency (00:12:19) Customer Success Stories (00:16:00) Expanding into Larger Enterprises (00:19:12) Innovative Database Architecture (00:24:11) Sales and Go-to-Market Strategies (00:36:14) Partner Program and Sales Models (00:38:46) Net Dollar Retention Trends (00:44:54) AI's Impact on monday.com (00:54:40) Financial Performance and Margins (01:03:22) Market Opportunity and Competitive Landscape (01:07:30) Valuation and Future Prospects (01:12:37) Lessons from monday.com

China EVs & More
Episode #208 - Reflections: AutoShanghai2025, Roadtrip: Beijing to Shanghai

China EVs & More

Play Episode Listen Later May 12, 2025 71:44 Transcription Available


In this episode, Tu and Lei discuss their recent experiences at the Shanghai Auto Show and the evolving landscape of electric vehicles (EVs) in China. They reflect on the advancements in Chinese EV brands, the strategies of foreign automakers, and the innovative power swap technology that is gaining traction. They also discuss the notable absences of key figures, the insights gained from a roundtable discussion, and the standout vehicle designs and innovations presented. The conversation also touches on the driving experiences with intelligent driving systems and highlights memorable models from the auto show. The hosts emphasize the globalization of the EV market and the future prospects for Chinese brands as they aim to expand internationally. The conversation concludes with predictions for the future of EVs and the industry's direction.Key wordsChina EV, electric vehicles, Shanghai Auto Show, NIO, foreign automakers, power swap technology, intelligent driving, EV market trends, automotive industry, Chinese brands, Auto Show, Electric Vehicles, EV Technology, Industry Insights, Vehicle Design, Market Trends, China EV Market, Automotive Innovations, Roundtable Discussion, Competitive Landscape

Business Breakdowns
Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216]

Business Breakdowns

Play Episode Listen Later May 9, 2025 45:03


This is Zack Fuss. Today, we are breaking down Interactive Brokers, widely recognized as IBKR. Founded in 1978, Interactive Brokers evolved from a market maker on the American Stock Exchange to a global, cutting-edge electronic brokerage firm. Its founder, Thomas Peterffy, remains far and away its largest shareholder and has earned his place as one of the wealthiest people in the world. To break down IBKR, I'm joined by Freddie Lait and Jacopo Di Nardo of Latitude Investment Management. We explore the journey of IBKR from its early days as Timber Hill to its current status as a publicly traded company with a market cap of nearly $80 billion. We also discuss their differentiated tech stack, their global reach, and their famously low fees. Please enjoy this breakdown of Interactive Brokers. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- This episode is brought to you by Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world's leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle.  —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:03:41) Overview of Interactive Brokers (00:04:53) Revenue Streams and Business Model (00:06:15) Competitive Landscape and Differentiation (00:08:38) Founder Thomas Peterffy's Story (00:11:31) Payment for Order Flow and Market Access (00:13:41) Automation and Risk Management (00:16:50) Customer Experience and Balance Sheet Strategy (00:26:33) Growth Opportunities and International Expansion (00:34:34) Valuation and Financial Metrics (00:37:28) Risks and Stress Tests (00:42:13) Lessons From IBKR

Chit Chat Money
Is Google Search Dead? Coupang and Remitly's Stellar Growth; Buffett's Curtain Call (UBER, PTLO)

Chit Chat Money

Play Episode Listen Later May 9, 2025 65:45


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(03:52) Warren Buffett's Retirement Announcement(11:02) Berkshire Hathaway's Future Leadership and Investment Strategy(13:40) Apple vs. Google: The Search Engine Battle(23:02) Apple's In-App Purchase Controversy(28:53) Coupang's Earnings Report and Growth Strategy(37:06) Remitly's Performance and Competitive Landscape(38:25) Uber's Financial Performance and Market Position(41:30) Waymo's Impact on Uber's Future(45:25) Portillo's Earnings and Growth Potential(51:18) Remitly's Market Position and Growth Prospects(56:23) Earnings Reports: Highlights and Lowlights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Free Outside
Cocodona 250 Preview and 100 Men vs. a Gorilla

Free Outside

Play Episode Listen Later May 2, 2025 44:03


On this wild episode of the Free Outside Podcast, we talk with filmmaker Derrick Lytle and into everything Cocodona 250 — from race predictions and course changes to the strength-versus-speed debate heating up in the ultra scene. But first? We take on the internet's most absurd hypothetical: could 100 men beat a silverback gorilla? (Spoiler: probably not.) We trade predictions on Courtney Dauwalter, Ryan Sandes, Mike McKnight, and more while roasting obstacle racers, dissecting mud strategies, and dreaming up the ultimate post-race media blitz. Expect hot takes, cold-weather prep, and plenty of laughs in this pre-race breakdown of one of the most exciting 200-milers of the year.Check out Derrick's Youtube Channel: @TheJuniperLab Chapters00:00 Introduction and Light Banter03:00 The Gorilla Debate: Humans vs. Nature06:01 Cocodona 250: Anticipation and Excitement08:53 The Impact of the Courtney Effect12:03 Women in Ultra Running: Breaking Barriers15:07 Course Changes and Challenges in Cocodona18:01 Weather and Its Influence on Performance21:01 The Evolution of Ultra Running Competitors23:57 CrossFit vs. High Rocks: A Lighthearted Comparison25:25 Transitioning from CrossFit to Endurance Sports26:26 Mike McKnight's Preparation for Cocodona29:11 The Debate on Strength Training for Runners30:25 DJ Fox: The Obstacle Course Racer's Edge31:47 Predictions for Cocodona 25033:27 Weather and Logistics Impacting Race Performance35:51 The Competitive Landscape of Cocodona 25038:10 Emerging Athletes and Dark Horses40:06 Nutrition Strategies for Ultra Runners42:23 Broadcasting Challenges at Cocodona 250Subscribe to Substack: http://freeoutside.substack.comSupport this content on patreon: HTTP://patreon.com/freeoutsideBuy my book "Free Outside" on Amazon: https://amzn.to/39LpoSFEmail me to buy a signed copy of my book, "Free Outside" at jeff@freeoutside.comWatch the movie about setting the record on the Colorado Trail: https://tubitv.com/movies/100019916/free-outsideWebsite: www.Freeoutside.comInstagram: thefreeoutsidefacebook: www.facebook.com/freeoutside

Retail Retold
The deals that real estate legends are made of

Retail Retold

Play Episode Listen Later May 1, 2025 36:09


Guy Morris is a legend in the real estate business and in this episode, you will hear why. He started in advertising but quickly realized that real estate was where it was at for him. Guy shares with Chris Ressa his experiences in building a portfolio, the resilience of retail real estate post-COVID, and the current dynamics of the market in New York City. He emphasizes the importance of central business districts, the shift in tenant profiles, and the competitive landscape of real estate investment. The stories of some of Guy's deals are not to be missed. Exploring themes such as sale leasebacks, the impact of 9/11 on property values, and the strategic use of air rights. They reflect on the evolution of Floor Area Ratios (FAR) and its implications for future developments. The discussion also touches on nostalgia for iconic retailers like Toys R Us and the joy of giving $2 bills, highlighting the personal connections and stories behind these experiences.TakeawaysGuy emphasizes the importance of central business districts in real estate investment.He prefers deals that allow for value enhancement rather than passive income.The retail real estate market has shown resilience post-COVID, contrary to initial fears and many markets have recovered from COVID-related challenges.The competitive landscape in New York remains strong, with more buyers than sellers.Interest rates and cap rates have both increased, affecting deal structures.Guy shares a unique deal experience where he acted as both broker and buyer. Sale leasebacks can provide low initial cash flow but future value.The impact of significant events like 9/11 can reshape real estate markets.Air rights can be a lucrative asset in urban development.FAR changes can lead to unexpected windfalls for property owners.Chris' three questions: Nostalgia for brands like Toys R Us reflects deeper connections to childhood.Retail experiences are evolving with consumer preferences.Creative financing strategies can enhance investment returns.The joy of giving can create meaningful connections with others.Long-term real estate investments can yield significant returns over time.Chapters00:00 Introduction to Guy Morris and His Journey03:11 Transitioning to Real Estate and Building a Portfolio05:57 Current Business Model: Ownership vs. Brokerage08:57 Types of Deals and Value Enhancement Strategies11:59 Resilience of Retail Real Estate Post-COVID14:52 Market Dynamics: Supply, Demand, and Tenant Changes17:58 Current Landscape of Retail Real Estate in Metro New York20:53 Competitive Landscape and Investment Trends24:03 Unique Deal Experiences and Insights27:47 Navigating Sale-Leasebacks and Financing Strategies30:09 The Impact of 9/11 on Real Estate Transactions32:13 Leveraging Air Rights for Profit34:36 The Evolution of FAR and Its Implications38:34 Reflections on Retail and Nostalgia42:24 The Joy of Giving: $2 Bills and Their Significance

Creating a Brand
The Smart Way to Stay Ahead in Podcasting | Seth Silvers

Creating a Brand

Play Episode Listen Later Apr 29, 2025 29:40 Transcription Available


Send Us a Text MessageThe podcasting industry is changing fast; what worked just one year ago won't cut it today! Thankfully, there's a smart approach you can take to stay ahead. In this episode, Seth Silvers and Alex Sanfilippo explain how to position for future success as a podcast host or podcast guest. From platform updates to new audience behaviors, they reveal what hosts and guests can expect in the future. Get ready for a look at where podcasting is headed and how to make sure you don't get left behind!MORE FROM THIS EPISODE: HTTPS://PODMATCH.COM/EP/329Chapters00:00 Introduction and Background02:23 State of Podcasting: Current Trends and Data06:15 The Competitive Landscape of Podcasting11:30 The Role of Video in Podcasting15:13 Improving Show Quality and Guest Preparation19:24 Understanding Podcast Analytics23:13 Retention Strategies and Listener Engagement27:56 Final Thoughts on Audience ConnectionTakeawaysThe podcasting industry is becoming more competitive and maturing.Only 400,000 out of 4 million podcasts are considered active.YouTube is gaining traction in the podcasting space with significant viewership.Podcasters need to improve show quality and be unique in their premise.Analytics should focus on listener behavior and audience growth, not just downloads.Shorter intros can lead to better listener retention.Guests should invest in quality gear for better audio and video.Hosts should control their own audio quality and set expectations for guests.Understanding your audience is crucial for podcast growth.Building rapport between hosts and guests enhances listener connection.MORE FROM THIS EPISODE: HTTPS://PODMATCH.COM/EP/329

Business Breakdowns
Ecolab: Clean Machine - [Business Breakdowns, EP.214]

Business Breakdowns

Play Episode Listen Later Apr 23, 2025 41:15


Today we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people & the resources vital to life. As of this recording, Ecolab has a $66 billion market cap and protects over 36% of the world's packaged food supply and over 44% of the global milk supply. My guest is Todd Wenning, founder of KNA Capital Management, who has a knack for finding interesting businesses. We get into Ecolab's very on-brand origin story, how the business kept that core focus throughout its history, and how it became one of two vendors that any US McDonald's must work with. Please enjoy this Breakdown on Ecolab. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- This episode is brought to you by Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world's leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle.  —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:03:24) Founding Story and Early Innovations (00:04:52) Ecolab's Modern Business Segments (00:06:10) Chemical Foundations and Major Acquisitions (00:07:05) Sustainability and Solid Chemical Solutions (00:08:36) Market Opportunities and Challenges (00:10:09) The Nalco Acquisition and Water Solutions (00:15:40) Customer Relationships and Sales Strategy (00:20:29) Economic Sensitivity and Resilience (00:22:34) Financial Performance and Growth Projections (00:24:34) Capital Allocation and M&A Strategy (00:25:58) Competitive Landscape and Market Position (00:28:20) Future Growth Drivers and Water Focus (00:37:18) Valuation and Investor Considerations (00:40:18) Lessons from Breaking Down Ecolab

Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Apr 15, 2025 94:04


Today's guest is Neil Mehta, founder of Greenoaks Capital. In 2012, aged 27, Neil left D.E. Shaw to start Greenoaks with his friend Benny Peretz. One of their first investments was in Coupang, a South Korean e-commerce company led by founder Bom Kim. Neil was so convinced of Coupang's potential that he invested 40% of their initial $50 million fund into the company—a bet that eventually returned about $8 billion. Over its first 13 years, Greenoaks has backed legendary companies like Figma, Wiz, Carvana, Stripe, Discord, Rippling, and Toast—generating over $13 billion in gross profits with a 33% net IRR. Henry Kravis, one of Neil's early investors, describes him as "extremely disciplined" with "exceptional timing" who has "gone against the tide many times." Greenoaks operates with remarkable concentration: just 55 core companies across nearly $15 billion in assets, managed by only nine investment professionals. Their approach reflects their singular pursuit: finding companies that will become a meaningful part of the S&P 500. In our wide-ranging conversation, Neil shares this mission along with his framework for identifying exceptional founders, his concept of "jaw-dropping customer experiences," and how his grandfather's gun shop in India shaped his appreciation for builders of all kinds. Please enjoy my excellent conversation with Neil Mehta. Neil Mehta's Profile in Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. –  This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:32) Connecting Craftsmanship to Career (00:07:45) The Concept of Jaw Dropping Customer Experience (JDCE) (00:09:48) Building a Successful Business: The Coupang Case Study (00:17:26) The Importance of Founders & Business Models (00:30:05) Greenoaks' Unique Approach to Venture Capital (00:37:54) A Memorable Encounter with Henry Kravis (00:40:52) Early Career and Lessons from Hong Kong (00:44:53) The Partnership with Benny (00:50:28) Navigating the Competitive Landscape (00:59:14) High Conviction Investments: TripActions, Rippling, and Carvana (01:07:00) Investment Strategy and Company Evaluation (01:13:23) Adventures in Emerging Markets (01:17:09) Challenges and Lessons Learned (01:26:16) Personal Values and Community Impact (01:32:16) The Kindest Thing Anyone Has Ever Done For Neil

Business Breakdowns
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212]

Business Breakdowns

Play Episode Listen Later Apr 9, 2025 69:07


Today we are breaking down Goosehead Insurance. I always enjoy hearing about how a new entrant has effectively carved out a niche in a world of incumbents and Goosehead fits that billing perfectly.  I'm joined by Geoff Collette, founder and PM of Aeon Capital Partners, and he walks us through the story of Goosehead identifying a bottleneck in the home-buying process.  We also cover the evolving market, where captives like State Farm and Allstate are leaving opportunities for independent players like Goosehead to provide value.  There's a lot to learn from Goosehead and its evolution, with notable themes like technology, the franchising model, and an emphasis on speed. Please enjoy this breakdown on Goosehead Insurance. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world's leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle.  —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:26) How Goosehead Attracts Customers (00:05:15) Market Focus and Business Scale (00:06:07) Goosehead's Growth and Key Players (00:08:51) The Founding Story of Goosehead (00:12:28) The Shift from Captive to Independent Agents (00:15:29) Challenges in the Insurance Market (00:19:37) Goosehead's Unique Business Model (00:36:42) Franchising and Corporate Strategy (00:41:00) Operational Challenges and Strategic Adjustments (00:46:28) Financial Performance and Future Prospects (01:00:29) Competitive Landscape and Risks (01:07:40) Valuation and Lessons From Goosehead