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Bob Zimmerman tracks the transition to commercial space, noting that private companies like Vast are leading the race to build stations to replace the aging ISS. He discusses Amazon's struggle to launch its satellite constellation due to rocket delays, contrasted with SpaceX's efficiency. Zimmerman also reports on a milestone for SpaceX, as a single Falcon 9 booster successfully completed a record 35th flight. (15)192022
Today's Song of the Day is “Hot Blooded” from New Constellations' album It Comes in Waves, out now.
Check out our review of ‘Masters of the Universe.' Beforehand, we'll discuss the week's top entertainment news, including trailers for ‘Onslaught,' ‘How to Rob a Bank,' and ‘The End of Oak Street;' Kane Parsons is already developing a sequel to ‘Backrooms;' reacting to news from the PlayStation State of Play, Xbox Games Showcase, and Summer Games Fest; and more! Enjoy!TIMECODES… Intro (0:00)The Toms: Entertainment News (1:44)‘Masters of the Universe' Movie Review (40:17)*SPOILERS* for ‘Masters of the Universe' (55:20)What Are Ya Doin'? (1:10:32)SOCIAL MEDIA LINKS...Email: tomppodcast@gmail.comYouTube: https://www.youtube.com/channel/UCU2jjOm3gwTu2TVDzH_CJlwFacebook: https://www.facebook.com/That-One-Movie-Podcast-535231563653560/Twitter: https://twitter.com/TOMPPodcastPatreon: https://www.patreon.com/tomppodcastINTRO MUSIC... "Constellation" by Brian Hanegan
Constellations, a New Space and Satellite Innovation Podcast
Live at the Space Symposium, Constellations spoke with Colonel Eddie Gutierrez who discussed rapid capability delivery, near peer readiness and the importance of integrating operators, acquirers and industry partners to shorten development cycles. He highlights the need for adaptable Guardians, improved targeting and resilient global EW operations, emphasizing that owning the spectrum is critical for joint force success. The conversation underscores how unified vision, reduced process barriers and mission-focused collaboration enable the Space Force to field effective EW systems faster than ever.
Your tuned into Indigenous in Music with Larry K, and this week, joining us, we're honored to welcome Ayden Gray, the artist behind Sinematic. His debut album Metamorphosis is out, written, composed, and produced entirely on his own. He is currently featured in our current issue of the SAY Magazine. Read all about Sinematic at our place on the web at www.indigenousinmusicandarts.org/past-shows/sinematic Also enjoy music from Sinematic, First Floor Highway, Donita Large, Xit, Curtis Clear Sky and the Constellations, Mano Negra, Kind of Sea, iskwe, Physics, The Bloodshots, Dj Bitman, Logan Staats, western medicine show, Shawnee Kish, Melody McArthur, Liv Wade, Puddy Waters, OPLIAM, Wamptronica, Chantil Dukart, Campo, Kinky The Northstars, J.A.M. RematriNation and much more. Visit us at www.indigenousinmusicandarts.org to explore our programs, celebrate culture, and connect with powerful voices shaping our communities. Step inside Two Buffalo Studios, browse our SAY Magazine Library, and meet the incredible Artists and Entrepreneurs who are making an impact today.
Live from our Cork studio, Rick chats to Cork native, Victoria Kinnefick about poems inspired by her home. Al Dalton discusses his production of Constellations, and Áine Ní Laoghaire talks about her feature HouseWork. Plus, music from Pa Sheehy.
The New Yorker: The Writer's Voice - New Fiction from The New Yorker
Andrea Bajani reads his story “Constellation,” which was translated, from the Italian, by Geoffrey Brock, and appeared in the June 15, 2026, issue of the magazine. Bajani is a winner of the Bagutta Prize and the Strega Prize, among other awards, and the author of ten books of fiction, including “If You Kept a Record of Sins” and “Every Promise.” His most recent novel, “The Anniversary,” from which this story was adapted, is being translated into more than two dozen languages, and will be published in English in August. Learn about your ad choices: dovetail.prx.org/ad-choices
SpaceTime with Stuart Gary | Astronomy, Space & Science News
SpaceTime Series 29 Episode 67 *Are we in a cosmic void after all? It's an hypothesis which has been around for decades and refuses to go away: Are we in a cosmic void? *New study confirms a black hole that formed before its galaxy Astronomers using the Webb Space Telescope have identified a supermassive black hole in the early universe that formed before its host galaxy. *Another win for SpaceX over Boeing NASA has just awarded SpaceX six more crew transfer missions to the International Space Station because Boeing still can't certify its Starliner spacecraft as safe for human operation. *SkyWatch June The June Solstice, the constellation Sagittarius, and the Taurids meteor shower are among the highlights of the June night skies on Sky watch. Our Guests This Week: NASA Administrator Jared Isaacman NASA Associate Administrator Lori Glaze NASA Moon Base executive Carlos García-Galán And our regular guests: Alex Zaharov-Reutt from techadvice.life Tim Mendham from Australian Skeptics And Senior science writer and Sky and Telescope magazine contributor Jonathan Nally
Send us Fan MailOn this episode of Embedded Insiders, the CEO of Qualinx, Tom Trill, joins the podcast to discuss GNSS and sovereignty. We're talking about revolutionizing GNSS with an ultra-low-power, high-performance, reconfigurable positioning and location chip designed to challenge conventional GNSS chip architectures. Then, Rich and Rod Cope, the Chief Technical Officer at Perforce Software, are discussing how to employ AI for code development, and whether you should use AI to generate code or limit it to code review. Register for the CRA Virtual Conference on Thursday, June, 25.For more information, visit embeddedcomputing.com
Check out our review of ‘Backrooms.' We'll also review season two of ‘Beef' on Netflix. Beforehand, we'll discuss the week's top entertainment news, including trailers for ‘Primetime' and ‘In the Hand of Dante;' Zack Snyder is remaking ‘Escape from New York;' Danny Boyle gives an update on the next '28 Years Later;' and more! Enjoy!TIMECODES… Intro (0:00)The Toms: Entertainment News (1:39)*SPOILERS* for ‘Beef' Season 2 (23:30)‘Backrooms' Movie Review (46:53)*SPOILERS* for ‘Backrooms' (1:03:00)What Are Ya Doin'? (1:26:15)SOCIAL MEDIA LINKS...Email: tomppodcast@gmail.comYouTube: https://www.youtube.com/channel/UCU2jjOm3gwTu2TVDzH_CJlwFacebook: https://www.facebook.com/That-One-Movie-Podcast-535231563653560/Twitter: https://twitter.com/TOMPPodcastPatreon: https://www.patreon.com/tomppodcastINTRO MUSIC... "Constellation" by Brian Hanegan
Dans ce Mangacast Omake n°144 du mois de juin 2026, l'équipe se réunie pour chroniquer et donner son avis sur plusieurs nouveautés à paraitre ce mois ci! (00:00:00) Introduction (00:10:08) Kohva (00:29:01) Ma Façon d'aimer (00:56:43) La Fiancée du clan Kyougane (01:14:46) Le Bouquiniste (01:30:37) Hero Organization (01:59:29) Constellations cruelles (02:20:26) Strange Lessons by Professor Terror (02:43:24) Galaxias (03:00:50) Love is a Boxing Ring (03:18:27) Medusa (03:50:14) l'Atelier des Sorciers (03:58:12) Coups de Coeur / de Gueule
Welcome to SIT Podcast. Just a few hours ago, the eyes of the global tech world turned to the Taipei Music Center, where NVIDIA CEO Jensen Huang delivered a GTC Taipei keynote that sent a jolt through the industry. As we speak, the doors of Computex 2026 have yet to officially open — but NVIDIA has already seized the moment, declaring the arrival of a "new era of PC."In this episode, we take a close look at three defining trends:1. NVIDIA moves into laptop silicon. After more than a decade away, NVIDIA returns to the consumer CPU arena with the N1 and N1X chips. According to supply-chain reports, the high-performance N1X is said to feature a 20-core Arm CPU and Blackwell-architecture graphics, with performance reportedly compared to the desktop-class RTX 5070. More significantly, this could mean the CUDA ecosystem running natively on a Windows-on-Arm laptop for the first time.2. Taiwan — the center of global AI. In his keynote, Huang revealed that NVIDIA's annual spending in Taiwan has grown to roughly $100 billion. The company is also planning an overseas headquarters called "Constellation," reportedly slated to open around 2030 and house some 4,000 employees. From TSMC's manufacturing to Foxconn's assembly, Taiwan has become the heart of what Huang envisions as the AI factory producing computational tokens.3. The rivals respond, and an industry test. Faced with NVIDIA's momentum, Intel has rolled out its Arc G3 chips built for handheld gaming devices, while Qualcomm defends its ground with a $300 entry-level Windows laptop platform. With DRAM and SSD costs climbing, Gartner projects PC prices will rise a notable 17% in 2026 — a real test of what every maker can deliver.歡迎來到 SIT Podcast。就在幾個小時前,全球科技界的目光都聚焦在台北流行音樂中心,NVIDIA 執行長黃仁勳發表了震撼產業的 GTC Taipei 主題演講。此時此刻,Computex 2026 的展覽大門尚未正式開啟,但 NVIDIA 已經先聲奪人,宣告了「PC 新紀元」的到來。在本集節目中,我們將深入解析三大關鍵趨勢:NVIDIA 跨足筆電矽晶片: NVIDIA 睽違十年重回消費型 CPU 戰場,推出 N1 與 N1X 晶片。根據供應鏈報告,高性能的 N1X 據傳搭載 20 核 Arm CPU 與 Blackwell 架構繪圖核心,其性能甚至被拿來與桌機等級的 RTX 5070 相比。更重要的是,這可能代表 CUDA 生態系將首度原生運行於 Windows-on-Arm 筆電。台灣——全球 AI 的中心: 黃仁勳在演講中透露,NVIDIA 每年在台灣的支出已增長至約 1,000 億美元。此外,NVIDIA 正計畫興建名為「Constellation」(星座)的海外總部,預計 2030 年啟用,將容納約 4,000 名員工。從台積電的製造到 Foxconn 的組裝,台灣已成為黃仁勳眼中生產「計算代幣」的 AI 工廠核心。競爭對手的回擊與產業逆風: 面對 NVIDIA 的強勢,Intel 隨即推出專為掌上型遊戲機設計的 Arc G3 晶片,Qualcomm 則以 300 美元的低價 Windows 筆電平台防守市場。然而,在 DRAM 與 SSD 成本飆升的壓力下,Gartner 預測 2026 年 PC 價格將大幅上漲 17%,這對所有廠商來說都是嚴峻的考驗。
Dans ce Mangacast Omake n°144 du mois de juin 2026, l'équipe se réunie pour chroniquer et donner son avis sur plusieurs nouveautés à paraitre ce mois ci! (00:00:00) Introduction (00:10:08) Kohva (00:29:01) Ma Façon d'aimer (00:56:43) La Fiancée du clan Kyougane (01:14:46) Le Bouquiniste (01:30:37) Hero Organization (01:59:29) Constellations cruelles (02:20:26) Strange Lessons by Professor Terror (02:43:24) Galaxias (03:00:50) Love is a Boxing Ring (03:18:27) Medusa (03:50:14) l'Atelier des Sorciers (03:58:12) Coups de Coeur / de Gueule
Episode No. 760 features curators Marko Daniel and Elsa Smithgall, and curator Rachel Vogel. With Matthew Gale and Dolors Rodríguez Roig, Daniel and Smithgall are the co-curators of "Miró and the United States" at the Phillips Collection, Washington, DC. The exhibition explores the exchanges between Joan Miró and the mid-twentieth-century US art scene. Not only did Miró have retrospectives at the Museum of Modern Art, New York in 1941 and 1959, but he traveled to the US seven times between 1947 and 1968, when he made a point of seeing US art and visiting US artists. The exhibition at the Phillips is on view through July 5. The Phillips and the Fundació Joan Miró have published a catalogue; the Phillips offers it for $65. As discussed on the program: Alexander Calder, Calder's Circus, 1926-31; "High Wire: Calder's Circus at 100" at the Whitney Museum of American Art, New York; Joan Miró's Constellations, 1940-41; Joan Miró, Blue Triptych, 1961; and "Miró Mural," exhibition at the Museum of Modern Art, New York, 1948; Vogel is the curator of "Parasol Press: Breaking New Ground," a survey of Parasol Press' 1970-2014 output at the Addison Art Gallery, Andover, Mass. Robert Feldman's Parasol Press came to significance by working with minimalist and conceptualist artist such as Dorothea Rockburne, Sylvia Plimack Mangold, Sol LeWitt, Chuck Close, and more. The exhibition is on view through July 31. Instagram: Rachel Vogel, Tyler Green. Air date: May 28, 2026.
SUMMARY DEL SHOW Futuros ligeramente en verde tras nuevos récords en $SPX y Nasdaq, con el mercado todavía montado en infraestructura AI, pero con el crudo alto y la geopolítica marcando el pulso. $MU lidera el rally por memoria para AI y contagia a $WDC, $STX y $SNDK, mientras fondos rotan desde software hacia semis según Goldman. $NVDA anuncia expansión grande en Taiwán con el campus Constellation y $IREN firma $1.6B con $DELL para Blackwell en Texas, reforzando que el ciclo de data centers sigue acelerando.
New Constellations is a Portland, Oregon based band. I chatted with them about pursuing music full time, making their debut record, how their creative relationship has evolved, songwriting, live show, and more. It Come In Waves releases on 5/15/26. To keep up with New Constellations and the podcast, please check out the links below!https://newconstellations.band---------------------------------------------------Thank you to DistroKid for sponsoring this episode of the podcast. Use the link below to receive 30% off your first year of DistroKid services.https://distrokid.com/?c=cable---------------------------------------------------INSTAGRAM:@newconstellationsmusic@dancablepresents@distrokidEmail: dancablepresents@gmail.comSpotify Playlists:https://open.spotify.com/user/54u8tkp1mevtd0i3cz79qbp8l?si=-4NT4PWPSlSowoXQkJhlkAApple Playlists:https://music.apple.com/us/playlist/dcp-april-2022/pl.u-EdAVRqdsXqWdRJVenmo: Dan-Cable-Presents
Check out our review of ‘The Mandalorian & Grogu.' We'll also review the series finale of ‘The Boys' titled “Blood and Bone.” Beforehand, we'll discuss the week's top entertainment news, including trailers for ‘Her Private Hell' and ‘Vought Rising'; the ‘Michael' sequel is happening after all; Quinta Brunson is making a Betty Book film; and more! Enjoy!TIMECODES… Intro (0:00)The Toms: Entertainment News (1:47)*SPOILERS* for ‘The Boys' Season 5 Episode 8 (28:14)‘The Mandalorian & Grogu' Movie Review (54:53)*SPOILERS* for ‘The Mandalorian & Grogu' (1:16:47)What Are Ya Doin'? (1:39:51)SOCIAL MEDIA LINKS...Email: tomppodcast@gmail.comYouTube: https://www.youtube.com/channel/UCU2jjOm3gwTu2TVDzH_CJlwFacebook: https://www.facebook.com/That-One-Movie-Podcast-535231563653560/Twitter: https://twitter.com/TOMPPodcastPatreon: https://www.patreon.com/tomppodcastINTRO MUSIC... "Constellation" by Brian Hanegan
Sean Hazlett interviews Sharon Lee on A Liaden Universe Constellation Vol. 6, Part Two of Two; One Jump Ahead by Mark L. Van Name, part 64. View the podcast in video form at https://www.baen.com/podcastfiles/mp3/https://www.youtube.com/embed/G4zM0MV0oKE and the Baen YouTube Channel.
Welcome back to this special live edition of Truth, Lies & Work, the award-winning workplace podcast where behavioural science meets workplace culture. This week, Al, Leanne and Associate Producer Georgia, are joined by three exceptional experts to explore a straightforward but powerful question: what does the military do differently when it comes to leadership, and what can businesses actually learn from it? Most organisations say leadership matters, but many are just guessing. We promote based on length of service, confuse being "in charge" with being a leader, and create cultures where capable people are too afraid to speak up. The military, however, has spent decades perfecting the art of building instant trust and providing the clarity needed for independent action.
In this episode, Simon and Dan cover a wide mix of macro updates, Canadian corporate earnings, and AI-related investment themes. They start by discussing the latest Canadian inflation data, where headline CPI surprisingly slowed despite a volatile energy environment. The hosts also weigh the broader macroeconomic impact of surging bond yields—highlighting the climb in both U.S. and Canadian yields—and explain how these moves directly pressure household disposable income via upcoming fixed-rate mortgage renewals. The conversation then shifts to corporate earnings, starting with Constellation Software's strong quarter, record M&A spending, and whether AI poses a structural threat to the software sector. They also touch on Atkins Réalis (formerly SNC-Lavalin), reviewing its massive nuclear opportunities, unique Candu technology moat, and a new partnership with Nvidia to develop nuclear-powered AI factories. They wrap up by analyzing Canadian Tire's sluggish retail top-line growth, exploring a large sequential decline in Sport Chek store locations and elevated credit card delinquencies that signal a stretched consumer. Finally, the hosts highlight key industrial earnings from Applied Materials and Finning International, which are both capitalizing on the massive infrastructure and data center build-outs fueling the global AI boom. Tickers of stocks discussed: CSU.TO, ATRL.TO, WSP.TO, CTC-A.TO, DOL, AMAT, ASML, FTT, TIH Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Check out our review of ‘Obsession'. We'll also review the penultimate episode of the final season of ‘The Boys' titled “The Frenchman, the Female, and the Man Called Mother's Milk”. Beforehand, we'll discuss the week's top entertainment news, including trailers for ‘Wildwoods' and ‘Hope'; Sam Raimi is remaking a famous ventriloquist classic; Peter Jackson to return to narrative filmmaking with a ‘Tintin' adaptation; and more! Enjoy!TIMECODES… Intro (0:00)The Toms: Entertainment News (1:32)*SPOILERS* for ‘The Boys' Season 5 Episode 7 (20:11)‘Obsession' Movie Review (47:54)*SPOILERS* for ‘Obsession' (1:10:39)What Are Ya Doin'? (1:40:29)SOCIAL MEDIA LINKS...Email: tomppodcast@gmail.comYouTube: https://www.youtube.com/channel/UCU2jjOm3gwTu2TVDzH_CJlwFacebook: https://www.facebook.com/That-One-Movie-Podcast-535231563653560/Twitter: https://twitter.com/TOMPPodcastPatreon: https://www.patreon.com/tomppodcastINTRO MUSIC... "Constellation" by Brian Hanegan
Constellations, a New Space and Satellite Innovation Podcast
Live at SATshow 2026, Constellations is joined by Blane Boynton, SVP of Product Management and Development at SES, Andrew Cavalier, Senior Analyst at ABI Research and Greg Quiggle, SVP of Product Management at Kratos to unpack how satellite industry players are weaving 5G NTN into their long-term strategies. Listen to find out how competitive pressure is accelerating ground system transformation and how early implementations point towards commercial readiness.
China has launched a Long March-8 carrier rocket, sending a new group of satellites into space. The satellite group, the ninth batch of the Spacesail Constellation, successfully entered its planned orbit.
The Lions Constellation presentan su segundo largo, 'New Moon Rising', un maravilloso disco de power pop con mucho reverb y algo de psicodelia hecho por y para fans de Slowdive, Hüsker Dü y Sonic Youth. Hablamos con los hermanos Graham (bajista) y Raúl (cantante-guitarra) sobre sus influencias de siempre, su visión de la música y su opinión sobre la saturada escena shoegaze actual, entre otras muchas cosas. Durante la charla pinchamos lo más nuevo de GUV, Heal y American Football; presentamos el debut de los mallorquines Anhel y nos despedimos con el emo rock de Seahaven. Play it!
Sean Hazlett interviews Sharon Lee on A Liaden Universe Constellation Vol. 6, Part One of Two; One Jump Ahead by Mark L. Van Name, part 63. View the podcast in video form at https://www.baen.com/podcastfiles/mp3/https://www.youtube.com/embed/UJmN7psHcO4 and the Baen YouTube Channel.
Most law firms don't have a lead problem - they have a tracking, intake, and conversion problem. The Lawyer Stories Podcast Episode 267 features Camila Parodi, Director of Advertising at Constellation Marketing. Camila works closely with law firms on advertising strategy, lead quality, intake performance, ROI tracking, and the systems that ultimately determine whether marketing dollars actually translate into signed cases and long-term growth. In this conversation, we discuss the hidden places law firm advertising budgets quietly leak, why cost per signed case matters more than vanity metrics, and how marketing, intake, and data tracking all need to work together to build a scalable modern law firm. We also explore the evolving role of AI, smarter decision-making through data, and why many firms are still making growth decisions without fully understanding what's actually driving results. Great conversation with Camila about the future of legal marketing and operational growth. This episode is also sponsored by Grow or Die with John Morgan. June 9–10 at the Wynn Encore in Las Vegas — no fluff, no theory. Use code STORIES20: https://events.themorganconnection.com/growordiewithjohnmorgan/lawyerstories This episode presented by CallRail Integrated into your case management system, CallRail helps you: Capture every call - even after hours Spot high-value leads instantly Respond faster Get the insights you need to bring in bigger cases Join over 3,000 law firms using CallRail to follow up faster, land bigger cases, and drive growth for your firm. Start your free trial at https://www.callrail.com/legal-services?utm_medium=influencer&utm_source=lawyer-stories
Check out our review of ‘Mortal Kombat II' (the one with Mortal Kombat). We'll also review the sixth episode of the final season of ‘The Boys' titled “Though the Heavens Fall”. Beforehand, we'll discuss the week's top entertainment news, including trailers for ‘Evil Dead: Burn' and ‘Tony'; details on Matt Johnson's next project; ‘Westworld' is getting a movie remake; and more! Enjoy!TIMECODES… Intro (0:00)The Toms: Entertainment News (1:31)*SPOILERS* for ‘The Boys' Season 5 Episode 6 (27:28)‘Mortal Kombat II' Movie Review (46:08)*SPOILERS* for ‘Mortal Kombat II' (1:07:00What Are Ya Doin'? (1:25:41)SOCIAL MEDIA LINKS...Email: tomppodcast@gmail.comYouTube: https://www.youtube.com/channel/UCU2jjOm3gwTu2TVDzH_CJlwFacebook: https://www.facebook.com/That-One-Movie-Podcast-535231563653560/Twitter: https://twitter.com/TOMPPodcastPatreon: https://www.patreon.com/tomppodcastINTRO MUSIC... "Constellation" by Brian Hanegan
Het is het jaar 2330. De aarde is kapot en de mensheid heeft zich verspreid over de sterren. Jij bent een ruimtereiziger die zich aansluit bij Constellation, een groepering die op zoek is naar mysterieuze buitenaardse artefacten. Terwijl je verschillende planeten bezoekt raak je betrokken bij grote conflicten tussen verschillende facties en ontdek je dat […]
New Constellations is a Portland, Oregon based band. I chatted with them about pursuing music full time, making their debut record, how their creative relationship has evolved, songwriting, live show, and more. It Come In Waves releases on 5/15/26. To keep up with New Constellations and the podcast, please check out the links below!https://newconstellations.band---------------------------------------------------Thank you to DistroKid for sponsoring this episode of the podcast. Use the link below to receive 30% off your first year of DistroKid services.https://distrokid.com/?c=cable---------------------------------------------------INSTAGRAM:@newconstellationsmusic@dancablepresents@distrokidEmail: dancablepresents@gmail.comSpotify Playlists:https://open.spotify.com/user/54u8tkp1mevtd0i3cz79qbp8l?si=-4NT4PWPSlSowoXQkJhlkAApple Playlists:https://music.apple.com/us/playlist/dcp-april-2022/pl.u-EdAVRqdsXqWdRJVenmo: Dan-Cable-Presents
Clare was born in New York City yet her parents were originally from Ukraine. Rich is a very warm and caring son. Looking back, Rich would like to have asked his mom "what she was so worried about all the time." Looking back, my guest also has regrets for his mom's lack of happiness and wellbeing. As a teen he was more concerned with himself than the welfare of his mom. In hindsight, he wishes she had taken better care of herself- had more friends, etc. As a young girl, Clare's mother, Rich's maternal grandmother, put a lot of pressure on Clare to practice her music. Clare was a phenomenal concert pianist. She studied piano from a young age and within a few years she suddenly quit playing the piano, defiant to her mother's constant nagging. Rich's mom was overprotected and as he says "kind of spoiled." Interestingly enough, Clare was overprotected by her own mother and then did something similar to her only son. Rich refers to it as a "constant hovering." As a result, Rich created his own internal world or a world of imagination which he found at the library and through books. A college professor recognized that Rich showed some true talent in his poetry and encouraged him to pursue it. Today, Rich is a poet and has almost one hundred poems published in the Monmouth Review (Monmouth University) and two in the International Journal of Poetry Therapy and several in other literary publications. Twenty years since his mom's death, he looks back fondly on his memories of his mom . His memories don't rattle him as much now. He's embracing the whole picture of her life and not just the last five years that she endured Alzheimer's. Poem#1 The Science of Medicine Poem #2 Bringing In The Tide https://www.amazon.com/Writing-Away-Demons-Creative-Transformative/dp/0878393293 Richard's forthcoming book of poetry "Constellations" due to be published late 2022. "Constellations are our attempt to make sense of the universe. We create patterns in the sky, trying to understand what God might mean, and write our stories as if we knew. These poems are my constellations. The words are stars. May their light be a guide to find your way home." - Richard Fireman "Should Have Listened To My Mother" is an ongoing conversation about mothers/female role models and the roles they play in our lives. Jackie's guests are open and honest and answer the question, are you who you are today because of, or in spite of, your mother and so much more. You'll be amazed at what the responses are.Gina Kunadian wrote this 5 Star review on Apple Podcast:SHLTMM TESTIMONIAL GINA KUNADIAN JUNE 18, 2024“A Heartfelt and Insightful Exploration of Maternal Love”Jackie Tantillo's “Should Have Listened To My Mother” Podcast is a treasure and it's clear why it's a 2023 People's Choice Podcast Award Nominee. This show delves into the profound impact mother and maternal role models have on our lives through personal stories and reflections.Each episode offers a chance to learn how different individuals have been shaped by their mothers' actions and words. Jackie skillfully guides these conversations, revealing why guests with similar backgrounds have forged different paths.This podcast is a collection of timeless stories that highlight the powerful role of maternal figures in our society. Whether your mother influenced you positively or you thrived despite challenges, this show resonates deeply.I highly recommend “Should Have Listened To My Mother” Podcast for its insightful, heartfelt and enriching content.Gina Kunadian"Should Have Listened To My Mother" would not be possible without the generosity, sincerity and insight from my guests. In 2018/2019, in getting ready to launch my podcast, so many were willing to give their time and share their personal stories of their relationship with their mother, for better or worse and what they learned from that maternal relationship. Some of my guests include Nationally and Internationally recognized authors, Journalists, Columbia University Professors, Health Practitioners, Scientists, Artists, Attorneys, Baritone Singer, Pulitzer Prize Winning Journalist, Activists, Freighter Sea Captain, Film Production Manager, Professor of Writing Montclair State University, Attorney and family advocate @CUNY Law; NYC First Responder/NYC Firefighter, Child and Adult Special Needs Activist, Property Manager, Chefs, Self Help Advocates, therapists and so many more talented and insightful women and men.Jackie has worked in the broadcasting industry for over four decades. She has interviewed many fascinating people including musicians, celebrities, authors, activists, entrepreneurs, politicians and more.A big thank you goes to Ricky Soto, NYC based Graphic Designer, who created the logo for "Should Have Listened To My Mother".MORE INFORMATION ABOUT SHLTMM PODCAST:Link to website and show notes: https://shltmm.simplecast.com/ and https://www.jackietantillo.com/Or more demos of what's to come at https://soundcloud.com/jackie-tantillo Listen wherever you find podcasts: https://www.facebook.com/ShouldHaveListenedToMyMotherhttps://www.facebook.com/jackietantilloInstagram:https://www.instagram.com/shouldhavelistenedtomymother/https://www.instagram.com/jackietantillo7/LinkedIn:https://www.linkedin.com/in/jackie-tantillo/YOUTUBE: https://www.youtube.com/@ShouldHaveListenedToMyMother
Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Political correspondents Sam Sokol and Ariela Karmel join host Jessica Steinberg for today's episode. The opposition parties are shaping up ahead of the upcoming elections, as Sokol and Karmel discuss the familiar and new political figures and the jockeying among parties to maximize votes. Karmel also reports on a new Druze political party, the first time the community has formed one in decades, following their deep sense of frustration with the government. As the Knesset returns to its first session after a prolonged break, Sokol and Karmel discuss the expected legislative blitz, including proposed laws to split the role of the attorney general, a controversial proposed political probe into October 7, restricting Israel’s broadcast media landscape, as well as the military exemption service law for the ultra-Orthodox. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: Former Shin Bet chief Yoram Cohen joins Eisenkot’s Yashar party After joining Yashar, ex-head of Shin Bet says Smotrich a ‘legitimate’ partner, but not Ben Gvir Amid speculation of merger, Eisenkot and Liberman say they’re ‘deepening cooperation’ Golan: Zionist opposition must partner with Arab party Ra’am to topple government Yisrael Beytenu, said to eye merger with Eisenkot, adds hostages’ brother to ranks Contentious proposals dominate planned legislative blitz as Knesset readies to resume PM said to ask Haredim to again shelve draft exemption bill — this time until after election Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by Ari Schlacht. IMAGE: ToI political correspondents Ariela Karmel and Sam Sokol join host Jessica Steinberg on today's Daily Briefing podcast. (ToI)See omnystudio.com/listener for privacy information.
Check out our review of ‘Hokum'. We'll also review the fifth episode of the final season of ‘The Boys' titled “One Shots”. Beforehand, we'll discuss the week's top entertainment news, including the trailer for Zach Cregger's ‘Resident Evil'; Christopher McQuarrie is making a ‘Battlefield' movie adaptation; the Oscars has new rules; and more! Enjoy!TIMECODES… Intro (0:00)The Toms: Entertainment News (1:36)*SPOILERS* for ‘The Boys' Season 5 Episode 5 (27:07)‘Hokum' Movie Review (47:14)*SPOILERS* for ‘Hokum' (59:10)What Are Ya Doin'? (1:12:42)SOCIAL MEDIA LINKS...Email: tomppodcast@gmail.comYouTube: https://www.youtube.com/channel/UCU2jjOm3gwTu2TVDzH_CJlwFacebook: https://www.facebook.com/That-One-Movie-Podcast-535231563653560/Twitter: https://twitter.com/TOMPPodcastPatreon: https://www.patreon.com/tomppodcastINTRO MUSIC... "Constellation" by Brian Hanegan
Hardware-Faithful Digital Twins for Quantum Computing with Izhar MedalsyIzhar Medalsy is not a career qubit theorist. His path runs from a physical chemistry PhD and an ETH Zurich postdoc in atomic force microscopy and ternary nanoscale logic, through productizing scientific instruments at Bruker, through building one of the fastest resin 3D printers on the market, into co-founding Quantum Elements in 2023 with Daniel Lidar (USC) and Amir Yacoby (Harvard). That arc — nanoscale measurement scientist turned deep-tech operator — shapes how he thinks about the simulation gap in quantum computing.The conversation lands at a specific moment. In April 2026, Quantum Elements published a joint result with AWS, USC, and Harvard simulating a distance-7 rotated surface code with 97 physical qubits using full quantum master equations on AWS HPC7a, and announced a deeper collaboration with Rigetti Computing on next-generation superconducting processors. If you care about how error correction strategies, decoders, and pulse-level controls actually get developed before they ever touch hardware, this episode is for you.EPISODE SPONSORThis episode is brought to you by Outshift, Cisco's incubation engine. The need for computational power is rapidly increasing in every sector. From drug discovery to material innovation to complex financial modeling, classical systems are reaching their absolute limits. It's time for a paradigm shift. The answer is a scalable quantum network, built on open standards and vendor-agnostic architecture. By uniting distributed quantum devices, you unlock limitless computational power.Learn more about the Cisco Universal Quantum Switch at Outshift.comGo deeper with the blog post The switch that quantum networking has been waiting for====================================================================================================What We Get IntoWhy generic noise models fall short and what "hardware-faithful" actually means when two nominally identical QPUs have different noise fingerprintsHow Quantum Elements scaled open-system master-equation simulation from a brute-force ceiling around 16 qubits to 97 qubits using stochastic compression on top of Quantum Monte CarloThe compute reality of the distance-7 surface code run on AWS HPC7a — only 96 vCPUs and a few hundred gigabytes of memory, not the thousands of vCPUs they initially fearedWhy decoders are the invisible bottleneck in fault tolerance, and where AI-trained decoders fed by digital twin data could plausibly run inside the real-time quantum-classical loopExtending error suppression from physical qubits up to logical qubits — the IBM Eagle work where digital-twin-guided strategies reportedly took entangled logical qubit fidelity from 43% to 95%How the same digital twin approach extends to neutral atoms (live today) and ion traps (on the roadmap)What Rigetti gets out of the partnership, what it means to have Chad Rigetti on the board, and how Constellation fits alongside real hardware timeIzhar's "wooden models in the air tunnel" critique of how the quantum industry currently iterates — and what a parallel virtual development track buys youResources & LinksGuest & CompanyIzhar Medalsy — Quantum Elements team page — Background and role at Quantum Elements.Izhar Medalsy on LinkedIn — Full career arc from ETH biophysics through 3D printing to quantum.Quantum Elements — Constellation platform, where listeners can build their own virtual QPU and run circuits, error suppression, and QEC experiments.Papers & ArticlesAWS Quantum Computing Blog: Decoding realistic QEC syndrome with Quantum Elements digital twins — Primary technical reference for the 97-qubit distance-7 result discussed in the episode.The Next Platform: How HPC and AI Digital Twins Accelerate Quantum Error Correction (Apr 17, 2026) — Independent reporting on the AWS/USC/Harvard simulation.The Quantum Insider: Quantum Elements & Rigetti collaboration (Apr 21, 2026) — Details on the partnership Izhar describes.Guest post: Quantum Digital Twins — The Missing Acceleration Layer — Izhar's own framing of the thesis.The Next Platform: Startup Profile of Quantum Elements (Jan 2026) — Background on the company.arXiv 2603.14607 — Calibration-Based Digital Twins for IBM Quantum Hardware — Useful independent context on the limits and promise of calibration-based twins.Key Quotes & Insights"Sometimes when I look at the quantum industry, there are instances where you think, well, it's almost like building the next fighter jet with wooden models in the air tunnel." — Izhar's framing for why the field needs a real simulation layer.On hardware awareness: each modality, each QPU, sometimes each calibration cycle has its own pulses, its own noise processes, and its own failure modes. You cannot build the control stack without modeling where you are starting from and where you are trying to get to.Insight: The brute-force ceiling for open-system master-equation simulation is roughly 16 qubits. Stochastic compression layered on Quantum Monte Carlo is what let Quantum Elements reach distance-7 surface code at 97 qubits — exploiting sparsity rather than enumerating the full state space.On logical qubits: "We cannot assume that logical qubits will be noise-free." Error suppression strategies developed at the physical level need to be re-derived at the logical level, and digital twins are how you train and test those strategies before hardware.Insight: The most interesting downstream story may not be simulation itself but AI decoders trained on digital-twin-generated data — small enough to run at the edge, fast enough to live inside the real-time quantum-classical loop.Related EpisodesEpisode 52 — Quantum noise with Daniel Lidar — Quantum Elements' co-founder and CSO on the noise suppression and error correction foundat...
In this episode of Rewind, we journey into the fractured, reality‑bending world of Constellation, the Apple TV+ mini‑series that blends science fiction, psychological horror, and intimate human drama. The story follows Jo Ericsson, played with raw intensity by Noomi Rapace, an astronaut who returns to Earth after a catastrophic incident aboard the ISS — only to find that the world she left behind is not the one she comes home to. Through interviews recorded at the height of the show's release, we sit down with the cast and creative team behind this haunting series: Jonathan Banks, delivering dual performances that anchor the show's mystery James D'Arcy, exploring fractured identity and emotional truth Peter Harness, the creator weaving a non‑linear narrative full of dread and wonder Michelle MacLaren, the visionary director shaping the show's claustrophobic tension and cosmic unease Together, they pull back the curtain on a series that refuses to be easily categorized. SAVE 17% ON PLUS
Blessed are those who mourn, for they will be comforted... both troubles and intrigues me, if this is a promise, it doesn't seem to work the way we think promises work.
Check out our review of ‘Michael'. We'll also review the fourth episode of the final season of ‘The Boys'. Beforehand, we'll discuss the week's top entertainment news, including the trailers for ‘Clayface', ‘Coyote v Acme', and ‘Jackass: Best and Last'; ‘Django Unchained' is getting a sequel; details on Park Chan-wook's next movie; and more! Enjoy!TIMECODES… Intro (0:00)The Toms: Entertainment News (1:38)*SPOILERS* for ‘The Boys' Season 5 Episode 4 (24:47)‘Michael' Movie Review (45:58)*SPOILERS* for ‘Michael' (1:04:27)What Are Ya Doin'? (1:18:54)SOCIAL MEDIA LINKS...Email: tomppodcast@gmail.comYouTube: https://www.youtube.com/channel/UCU2jjOm3gwTu2TVDzH_CJlwFacebook: https://www.facebook.com/That-One-Movie-Podcast-535231563653560/Twitter: https://twitter.com/TOMPPodcastPatreon: https://www.patreon.com/tomppodcastINTRO MUSIC... "Constellation" by Brian Hanegan
This episode is brought to you by the MLflow team. Check out more information at MLflow.org.What does it actually take to build voice AI at a billion-interaction scale? This episode features an ex-Amazon voice AI engineer who built customer support systems handling 2 billion+ interactions — now working on next-gen voice agent platforms. Anurag digs deep into the real engineering tradeoffs, design patterns, and use cases that separate production-grade voice agents from demos.Voice Agent Use Cases // MLOps Podcast #372 with Anurag Beniwal, Member of the Technical Staff at ElevenLabs
欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫A I泡沫论的另类推演:从资金配置动向看高估值的持续性,来自躺平指数。很多关注A I行业的投资人或许注意到,无论是商业模式还是产品定位,市面上诸多的Agent产品正在向趋同演变。二零二六年4月9日,Open A I把Chat G P T Pro档位拉到每月100美元,和Anthropic一年前推出的Claude Max同价位档精确对齐,20美元100美元200美元的三档结构完全一致。五天之后的4月14日,彭博披露Anthropic正在收到8000亿美元估值的出资意向,这个估值水平已经和Open A I相差无几。是不是咂摸出点不对劲了?按理说,两家互为竞对的公司,在成长的初期,应该是尽可能找到自己的差异化定位,或者一些人无我有的优势实现增长。可这两家公司越来越像当年优步和滴滴之间的战争,只不过还没走到价格战那一步而已。这种产品端的同质化只是表象,背后有一个更深的定价机制值得看清楚。二零一四年开始,优步和滴滴烧掉百亿美元补贴,同一时段估值从几十亿抬到几百亿;外卖大战、共享单车是同一套打法。但那些剧本里,估值的定价是"打到最后剩一家、再收垄断租金"这个未来故事,前提放在将来。A I这次,8000亿美元不是为了未来的垄断而定的,谁都知道,这两家公司基本没有合并的可能。不是为了垄断地位,那是为了什么呢?软银、英伟达、亚马逊、中东主权基金、老虎基金、富达手上有万亿级的资金必须部署到A I这个主题,业绩基准、战略叙事、出资人承诺都有这样的要求。而在A I赛道里能吸纳百亿级单笔资金的独立标的屈指可数Open A I、Anthropic、x A I,其中x A I也已经在二零二六年2月被Space X整体并入。钱多,投得出去的标的少,资金配置压力就这么上来了。于是,估值不是从公司基本面向上反推的(在那个算法下两家都不值8000亿美元)。万亿级资金必须投进去,需要吸纳多少钱,估值就抬到多少,差异化有没有、谁赢谁输都不是最主要,只要作为标的能接住这笔钱,估值就成立。知道了这个基础事实再去看,产品端的策略逻辑就讲得通了。基础模型能力在快速同质化,开源大模型生态也在步步紧逼,企业客户签约时都要求功能对等、保留替换权;能撑起付费意愿的高价值场景就写代码、深度研究这几个,两家被迫挤进同一圈子,做几乎相同的产品动作。如果你是押注做多A I的投资人,到了这里就必须问自己一件事:A I基础建设、电力公司、私募信贷、云厂商,这些节点的最终支付方其实只有几家。钱沿着这条链一路流下去,走到哪里、在谁身上沉淀、哪一段最先撑不住,才是你真正要评估的风险。1,都挺好的有一个认知需要对齐,基本面分析在这一波A I浪潮里,特别是喜欢沿着A I产业链投资的投资框架里,并不能很好地客观反应出公司的风险。甲骨文是A I周期里翻身最猛的上市公司之一,3月10日发布的二六年第三季度财报里,云基础设施业务同比增长超过80%,合约储备冲到有史以来最高水位,财报发布当晚股价跳涨约10%。对一家做数据库的老牌公司来说,这是彻底的转身,也是市场等了好几年才等到的第二曲线。但是,二零二五年9月,甲骨文和Open A I签下一笔为期五年、总额3000亿美元的云服务合约,按年均计算,仅这一笔就相当于每年600亿美元规模的长约,占甲骨文全部合约储备的一半以上。而Open A I自己,当期运营现金流仍是负的,日常开销要靠下一轮融资来覆盖。为了履行包括 Open A I 在内的一批大客户合约,二零二六年2月甲骨文宣布将通过债务和股票融资筹集450到500亿美元。一家供应商为了服务一批当期现金流并不稳定的客户,自己也得先加杠杆,甲骨文未来数年的收入故事,有相当一部分得靠这家还在亏钱的公司一笔一笔兑现。在大多数产业链里,每一层签出的合约,规模通常不会远远超过自身当期现金流能覆盖的范围。汽车厂商的订单以季度到一年为单位,对应整车交付周期;企业软件的多年合约,规模对应客户可预见的I T预算;互联网平台的广告和订阅收入,基本是当期结算,合约规模和当期收入几乎同步。基本面分析不需要专门去追每一层的合约对手方是谁、信用基础挂在哪里,因为合约规模和当期运营节奏之间的关系是自然成立的。这种错位并不是甲骨文独有的,也不是甲骨文自己的战略选择,更不是某种会计处理的意外,而是整条A I产业链普遍发生的现象。钱不够了怎么办?一九九九年互联网泡沫顶峰,Lucent当年营收接近380亿美元,对客户承诺的供应商融资高达81亿美元,大约是收入的四分之一;Nortel、Cisco做着同样的事:把钱借给资金紧张的新兴电信运营商买自己的设备。麦肯锡当年的统计里,全行业九家电信设备供应商合计向客户放贷256亿美元。二零二五年9月,英伟达宣布对Open A I承诺投资1000亿美元,大部分会被用来采购英伟达自己的A I芯片,四个月后黄仁勋自己公开澄清"这从来不是承诺",会按部署进度一轮一轮评估。这和当年Lucent做的事如出一辙,当年的供应商融资也是按季度推进的意向,市场按满额给估值,直到客户违约才发现出了大问题。二零二一年泡沫破灭,客户集体违约,Lucent 贷款组合的坏账从个位数飙升到 40%+;全行业数十家电信服务商在二零零一至二零零二集体违约破产;Lucent营收从峰值近380亿美元崩到二零零六年的80亿美元,以每股3美元卖给Alcatel;Nortel股价从86.75美元跌到0.18美元,走向破产。A I产业链正在上演的剧本有些趋同,链上多个关键节点都在用远超自身当期现金流的合约规模锁定未来的增长:像CoreWeave这类算力承包方,二零二五年全年营收约51亿美元,合约储备到二零二六年4月已经冲到约880亿美元,其中Meta和Open A I两家合计占了约三分之二。最顶端那两家A I创业公司,仅Open A I一家的累计合约承诺已经达到1.15万亿美元,涉及Broadcom、Oracle、Microsoft、Nvidia、AMD、Amazon、CoreWeave七家供应商,而当期年化收入只有240亿美元。基本面分析看不清合约规模和当期现金流之间的这个缺口,因为合约规模在报表上只以"合约储备"一行呈现,不是经审计的资产,也不进当期损益表。一旦有问题出现,追到最后只能靠上一层按合约付款;最终,除了像谷歌微软这样有能力自我输血的大企业之外,都要依靠一级市场缓解资金压力。于是,单独拎出来产业链每个节点的报表数字都真实存在,但它们共享同一个隐含假设:资金会持续以当前的速度涌入A I主题,下游客户会按合约持续付款。这才是基本面分析在A I基建链上不够用的地方,它看不到层与层之间由合约串起来的隐性依赖,也就看不到单节点的"好生意"其实建立在别人的悬空合约上。2,钱是在流动的在整个A I产业链中,CoreWeave是一家非常有意思的公司。根据公司二零二五年年报,全年营收51亿美元,其中67%来自微软。单看这一组数字,CoreWeave给出的画面是一家靠稳定大客户吃饭的B端生意,客户是全球市值第二的科技巨头,信用基础完美。可在880亿美元的合约储备中,微软的历史合约只占一小部分;占大头的是二零二五年后新签的几笔大合约。Meta在二零二五年9月签下142亿美元合约之后,二零二六年4月又追加了210亿美元,半年内对CoreWeave的总承诺翻倍到352亿美元,占合约储备约40%;Open A I累计224亿美元,占约25%。相当于这家公司未来几年的增长里,有近三分之二挂在这两家大厂的持续付款上。Meta表面上比Open A I稳,至少有独立的广告现金流兜底。但Meta自己建AI数据中心的方式,走的是另一条绕路:它只出 20% 的股权,大头的钱靠Blue Owl领头的合资公司去借,借来的几百亿债务不进Meta自己的财报。一个客户是亏钱的 Open A I,另一个客户是靠外部合资公司维持扩张的 Meta,两家付款的底气,其实都不完全在自家手上。在美股资金热捧的行业里,还有一类和A I本身相对较远、但同样受益巨大的企业:电力设备制造商和电厂建设承包商。G E Vernova做燃气轮机和电网设备,二零二四年4月从G E集团分拆上市,股价从140美元左右的发行价涨到二零二六年4月接近1000美元,两年涨了近7倍;Argan做燃气电厂的E P C总包,过去一年股价从130美元涨到600多美元,接近5倍。但它们过去一年的涨幅对不上传统电力设备和工程承包业务的基本面,核心问题是产能和合约规模严重不匹配。G E Vernova的燃气轮机合约储备从二零二四年几十吉瓦冲到二零二五年底83吉瓦,目标二零二六年底100吉瓦,但公司年产能要到二零二六年中才扩到20吉瓦,手上的订单至少要四五年才消化得完;Argan的项目储备从14亿美元翻到29亿美元,是全年营收的三倍。这些合约储备数字本质上是未来多年的预期收入,不是当期资产,也不进损益表。一旦大厂缩减AI数据中心扩张、订单延期或重谈,合约储备的执行节奏可以瞬间减速。即使合约带有违约条款,实际兑现往往是大幅缩水的重新谈判,而不是全额赔偿。把前面两个例子放到一起看,链条上的节点大致分三种情况。微软、谷歌、Meta、亚马逊、甲骨文这些大厂是第一种。主营业务在A I出现之前就已经独立成立,广告、搜索、电商、数据库、企业软件这些现金流不靠AI活着。对这类节点做多,需要的是一次承受力测试:把当前估值里A I溢价的部分清零,公司还值多少,这才是真正的安全边际。Open A I和Anthropic是第二种,他们本身是靠资金配置压力输血,信用基础挂在下一轮融资能否成功、估值斜率能否继续抬升上。这一层二级市场投资人直接持有还不现实,更多是作为"领先信号"来盯,下一轮私募估值的斜率等等,都是判断整条链是否出现问题的早期指标。中间靠合约吃饭的中下游节点是第三种,情况最复杂,算力承包方、数据中心、电力公司、电网设备商、私募信贷基金都在这里。权重要按合约对手方的构成来配:对手方以大厂为主的(比如Constellation对微软的电力合约),可以当防守仓。而对手方里Open A I或Anthropic这类悬空合约比例高,或者大厂自身也在用S P V结构维持基建扩张的(比如CoreWeave合约储备里Meta和Open A I那近三分之二),都需要提高警惕。3,结语还有一个信号,是沿着这条链看的人应该盯住的:链条最末端的流动性。A I是当下最大的资产配置方向,主权基金和大资金的长期部署还在陆续到位。但一级市场的钱从来不是一路匀速涌进来的,它会盯着几件事:下一轮私募估值能不能继续涨、员工在内部转让里是不是踊跃卖票、有没有大的私募信贷基金开始被赎回。过去半年Blue Owl接连三次异动已经说明了,再厚的资金池,也会在某些节点先行紧张起来。Blue Owl是美国最大的私募信贷管理公司之一,二零二五年末管理规模超过3000亿美元,旗下基金承接了大量A I基建相关的结构化债券。从二零二六年2月到4月,Blue Owl连续发生了三件事:2月中旬OBDC 2暂停季度份额回购;2月18日抛售14亿美元直接贷款资产补充流动性;4月2日一只非交易型私募信贷基金季度赎回申请达到4.999%,刚好压在5%的强制限赎线下。4月2日这次还可以说受到伊朗地缘政治事件的影响,流动性承受了一定压力,但2月那两次已经呈现出一些不对劲信号。做多A I本身没有问题,这是如今最大的趋势,链条顶端的资金供给压力还在,链条整体的增长故事还没讲完。但每一个做多动作,都要问一句:我站的这一段,付款流追到最后挂在谁的账本上。这个问题回答清楚,做多的信心和风险的位置,就都在手里了。
The 365 Days of Astronomy, the daily podcast of the International Year of Astronomy 2009
Hosted by Avivah Yamani, our Director. What are constellations? Explore their history, science, and cultural meanings across civilizations, including how we see them from Indonesia. We've added a new way to donate to 365 Days of Astronomy to support editing, hosting, and production costs. Just visit: https://www.patreon.com/365DaysOfAstronomy and donate as much as you can! Share the podcast with your friends and send the Patreon link to them too! Every bit helps! Thank you! ------------------------------------ Do go visit http://www.redbubble.com/people/CosmoQuestX/shop for cool Astronomy Cast and CosmoQuest t-shirts, coffee mugs and other awesomeness! http://cosmoquest.org/Donate This show is made possible through your donations. Thank you! (Haven't donated? It's not too late! Just click!) ------------------------------------ The 365 Days of Astronomy Podcast is produced by the Planetary Science Institute. http://www.psi.edu Visit us on the web at 365DaysOfAstronomy.org or email us at info@365DaysOfAstronomy.org.
For all the recent negative news surrounding renewable energy in the US, the reality is that in 2025, around 80% of the new power generation that came online globally was renewable. But to encourage global players to participate in that market for renewables, you need a rigorous system of verification, and a stable modern marketplace. That's where today's company comes in.John Melby is the CEO of Xpansiv, the world's largest registry platform for renewable energy and carbon. John is an accomplished leader in energy and environmental markets, with over two decades of experience driving innovation in renewable carbon, natural gas, and power markets. John joins us for an in-depth discussion on the current state of power generation, and how Xpansiv's platform is facilitating the growth of renewables. Highlights:John's experience with energy markets (2:24)The opportunity for Xpansiv (3:44)Xpansiv's slate of services (5:05)Shifting energy consumption (6:22)Importance of registry infrastructure (9:05)Xpansiv's power business (11:39)Partnership with Constellation (13:56)Asia's role in the energy transition (15:25)Xpansiv's acquisition strategy (18:06)The evolving role of AI (20:48)Outlook for Renewables in the US (22:45)What's success for Xpansiv? (28:06)Links:John Melby LinkedInXpansiv LinkedInXpansiv WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co
In episode 219, we analysed the relationship between hyperscalers and US utilities from the hyperscaler perspective. To complete the picture, we revisit the debate from the utility's point of view.Gerard and Laurent welcome Rajiv Bajaj, VP of Solutions Sales at Constellation, to understand how utilities approach this rapidly evolving landscape. Spun out of Exelon a few years ago, Constellation was initially seen as the “ugly duckling,” but it was sitting on a major advantage: a large nuclear fleet. What was considered a liability in the 2010s has become a strategic asset as hyperscalers search for clean, reliable 24/7 power.The acquisition of Calpine and its large CCGT fleet turned Constellation into the largest US utility in terms of capacity, with around 60 GW (half nuclear, half gas) and roughly 200 TWh of annual generation—placing the company at the centre of discussions with hyperscalers and data centre developers.Constellation's approach remains cautious. The company is only gradually moving into batteries, is bullish on demand response following the surge in PJM capacity prices and is exploring upgrades to its nuclear fleet while remaining sceptical about. Geothermal. where the Company is active, is attractive but seen as difficult to scale.The overall picture is one of disciplined conservatism. Constellation cannot easily be pushed by aggressive data centre developers because it already has the right generation mix at the right time. Its core objective is simple: maximise fleet load factors and sell MWh at the highest possible price. Gas assets operate in the mid-merit order with strong spark spreads, while nuclear requires higher long-term prices to justify further investment, as illustrated by the Microsoft-supported Three Mile Island restart.With around 90% of its capacity built in the 20th century, Constellation is focused on upgrading and optimising its existing fleet rather than pursuing large-scale expansion. For hyperscalers, understanding this mindset is key when engaging with utilities.
Marco almost gets concussed by a sunshade. A family is almost taken out by an umbrella. Gnome doesn't know what our podcast is about or called. Julia is annoyed by everything. Basically just another Tuesday. Enjoy the newest episode of TBP as we talk about so, so, SO many things like: Restaurants in the greater Cincinnati area. Blake talks to Paradise, who talks about their Easter location. Misrule Brewing and Mis-used tap handles. Hannah carried Barstool Perspective, unlike the thumbnail. Start your day with a hard breakfast and then get a disappointing lunch. Constellation is avoiding making promises to their spouse. More than just beer at the Bacchus Brewfest - now there's paved parking, too! Don't bring your lame friends, only bring your fun friends. Cincy Brew Dads have their synchronized diving routine almost perfect. Matt's inner Spaniard was exposed and he appreciates subtle bananas. ----- This episode covers the following shows : The Weekly Pint - Ep 309 - Appearances Matter Barstool Perspective - 4/10/2026 Cincy Brew Dads - Esoteric - Belgian Meats and Funky Coriander - From the Tap Ep 20 Pt 2 Blake's Craft Beer Podcast - Ep 118 - Ohio Brewers Conference Day 1 Part 2 Cincy Brewcast - Vol 11 Ep 12 - Bacchus Brewfest and Beyond is BACK! ----- What we drank : Phase Three Brewing - P3 Stout - Oatmeal Stout Urban Artifact - Spinosaurus - Mango IPA Branch and Bone - End of Radio - West Coast Style IPA Hoof Hearted Brewing - One More Again - Dark Lager Masthead Brewing - IPA for Aliens - IPA ----- Episode recorded on 4/14/2026 at our amazing podcast host, Higher Gravity Summit Park! https://highergravitycrafthaus.com/ Disclaimer: The views and opinions expressed by Truth, Beer, and Podsequences are those of the participants alone and do not necessarily reflect the views or opinions of any entities they may represent. ------ Links to everything at http://truthbeerpod.com/ or https://truthbeerpod.podbean.com/ Find us on all the social medias @ TruthBeerPod Email us at TruthBeerPod@gmail.com Subscribe, like, review, and share! Find all of our episodes on your favorite Podcast platform or https://www.youtube.com/@TruthBeerPod ! Buy us a pint! If you'd like to support the show, you can do by clicking the "One-Time Donation" link at http://truthbeerpod.com ! If you want exclusive content, check out our Patreon! https://www.patreon.com/TruthBeerPod If you'd like to be a show sponsor or even just a segment sponsor, let us know via email or hit us up on social media! ----- We want you to continue to be around to listen to all of our episodes. If you're struggling, please reach out to a friend, family member, co-worker, or mental health professional. If you don't feel comfortable talking to someone you know, please use one of the below resources to talk to someone who wants you around just as much as we do. Call or Text 988 to reach the Suicide and Crisis Lifeline Chat with someone at 988lifeline.org http://www.988lifeline.org ----- Our Intro, Outro, and most of the "within the episode" music was provided by Gnome Creative. Check out www.GnomeCreative.com for all your audio, video, and imagery needs! @gnome__creative on Instagram @TheGnarlyGnome on Twitter https://thegnarlygnome.com/support http://gnomecreative.com http://instagram.com/gnome__creative http://www.twitter.com/TheGnarlyGnome
Gm! In this episode, we're joined by Austin Federa, Co-Founder of DoubleZero, to discuss the network's growth, its shift to Edge-based data monetization, and the role of high-speed data in trading. We also cover Solana's roadmap, validator dynamics, DeFi fairness, and evolving Foundation strategy amid shifting regulatory and institutional conditions. Enjoy! -- Follow Lightspeed: https://x.com/Lightspeedpodhq Follow DoubleZero: https://x.com/doublezero Follow Austin Federa: https://x.com/Austin_Federa Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:39) DoubleZero Growth Update (3:41) Why Edge Changes Revenue (6:48) Why APIs Are Too Slow (9:22) How Shreds Create Alpha (16:13) Can DeFi Be Fair? (20:07) Alpenglow and Constellation (28:58) What Comes Next? (31:01) Solana Foundation's New Playbook (35:02) Where Foundations Should Compete (46:51) Edge Launch Timeline (47:46) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Check out our reviews of ‘The Drama' and ‘The Super Mario Galaxy Movie'. Beforehand, we'll discuss the week's top entertainment news, including the trailer for ‘Backrooms'; Chris Hemsworth to return for a third ‘Extraction' film; Ryan Gosling exits the Daniels' next movie; and more! Enjoy!TIMECODES… Intro (0:00)The Toms: Entertainment News (4:10)‘The Super Mario Galaxy Movie' Movie Review (28:02)*SPOILERS* for ‘The Super Mario Galaxy Movie' (40:22)‘The Drama' Movie Review (56:46)*SPOILERS* for ‘The Drama' (1:05:49)What Are Ya Doin'? (1:22:15)SOCIAL MEDIA LINKS...Email: tomppodcast@gmail.comYouTube: https://www.youtube.com/channel/UCU2jjOm3gwTu2TVDzH_CJlwFacebook: https://www.facebook.com/That-One-Movie-Podcast-535231563653560/Twitter: https://twitter.com/TOMPPodcastPatreon: https://www.patreon.com/tomppodcastINTRO MUSIC... "Constellation" by Brian Hanegan
In this episode, we sit down with Lishui Springford — earth scientist turned ecology professor, GNM practitioner since 2002, and host of the Mind Over Symptom podcast. Lishui makes the case that identity conflict sits at the root of all biological conflict — that every symptom, every pattern, every fear traces back to a single fracture: existential isolation, the felt experience of being severed from the source of your own being. We explore how victim-based, deterministic thinking follows us into even the frameworks meant to free us, and why the only question that actually resolves anything is who do I want to be? If you've sensed there's a deeper question beneath every pattern you keep repeating — this one's for you.(00:00) Existential Isolation(00:34) Opening Conversation(03:06) Meet Lishui Springford(06:10) Learning From Her Son's Down syndrome(09:40) Discovering Five Laws(12:13) Panic Disorder Breakthrough(17:56) 90s Identity Shift(27:14) Tough Love and Weakness(30:10) Constellations and Gender(37:13) Anti Life Programming(44:49) Self Esteem and ‘Home'(50:26) Water Edema(56:53) Epicrisis Explained(59:57) Brain Cancer Reframed(01:03:58) Diagnostics Fear Loop(01:06:01) Cancer Screening History(01:18:45) Altruism And Devaluation(01:29:57) Identity Conflict Mind Tree(01:35:27) Raising a Child with Down SyndromeGuest Linkshttps://mindtreehealth.co Mind Over Symptom podcastCore GNM CourseConnect with UsStart the Free 7-Day Self-Esteem ResetWatch Our EpisodesJoin our membership Friends of the TruthJoin our free Telegram communityFollow us on Instagram
7. Bob Zimmerman: Bob Zimmerman reviews the burgeoning market for satellite internet constellations, comparing Amazon's LEO project with SpaceX's established Starlink. He also covers Chinese space ambitions, orbital repair startups like Astroscale and Starfish, and the push for capitalism in the final frontier. (7)1955 DESERT INN LV
Ever felt like there's something blocking you in love — something you can't quite name, but keeps showing up? Maybe you've got anxious, avoidant, or disorganized attachment traits, or you've sacrificed your needs for others or struggled to own your sexual attraction.It's easy to feel like our issues in our sex or loves lives are all our fault, and all ours to fix. But what if something bigger is going on?Here we explore one of the most fascinating -- and still somewhat underground -- healing modalities out there: Constellations (aka Family Constellations).Constellations is the practice of looking at the broader system you come from — your family, your lineage, generations back — to understand why you might be stuck in patterns that don't make sense given your own life experience alone.Here Violet breaks down how blocks to love, intimacy, and connection are often not about you at all, but about grief, trauma, or exclusion that happened long before you arrived. Think: your grandfather came back from war a different man, and somehow, decades later, you can't quite open your heart. Or as one participant put it, "I had no idea that what I was holding onto wasn't even mine."The really cool part? You don't have to do anything. As the client, you get to watch the healing unfold. We share where this practice comes from (rooted in Zulu tradition, brought to the West by German therapist Bert Hellinger), how it interfaces with epigenetics, and what it actually feels like to receive a constellation. Plus — if you're intrigued, we're doing a live constellations event on April 18th focused on healing your relationship with the feminine. Details below."The Field has its own intelligence. There's no one clear leader. And it will show us what we need to see — the next important step for your healing and for your growth."---Work with usReady to go deeper than the podcast and take action? Jason and I will help you break old patterns and transform your sex & love life for good. To see if you're a fit for our flagship program, Pillars of Presence, book a call here. Start anytime. (https://evolutionary.men/apply/)---Mentioned on this episode:Healing Your Relationship With the Feminine: our workshop April 18th 10a-3p---Memorable quotes from this episode:"I feel like I have a broken picker!""Survival was dependent on not being seen.""We are more than an individual self.""The system itself wants to be fully expressed.""I leave the grief with you.""Trauma is something that happens that our nervous system can't metabolize and then it stays locked in our bodies and locked in the system.""Once our suffering is seen, what's left is the love.""The blocks are not our own inner system — it's not just 'I have this thing with anger.'""We, as human beings, are part of a greater story.""It's about letting the system reorganize.""You lost a child and you closed your heart.""Secrets were kept.""Systems seek wholeness.""Ideally humanity is moving as one, and growing as one.""When you bring the light of consciousness to bear on something, it changes that thing. There's no separation between consciousness and change."
Daniel Mahncke and Shawn O'Malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — Constellation Software. Some investors believe that Topicus, Lumine, Sygnity, and Asseco Poland represent the best way to own the CSI model today, while others argue that the spinoffs lack the institutional depth and deal flow of the mother ship. Join Daniel and Shawn as they assess which of these mini-Constellations has the most compelling setup, and whether any of them deserve a spot in the portfolio. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:01:12 - Why smaller VMS companies are interesting 00:09:23 - How the law of large numbers shifts CSU's focus 00:11:04 - About Topicus and why it's the closest copy of CSU 00:14:57 - Why VMS is so attractive for acquirers 00:31:13 - Lumine and its focus on the media and communication vertical 00:44:16 - Sygnity and its new chapter 01:03:51 - Asseco Poland and why it might be a the next Topicus 01:11:40 - Whether Shawn and Daniel add a Mini Constellation to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Outsiders' Corner Asseco Writeup. Outsider's Corner Asseco Writeup No.2. Alankrit Capital Sygnity Writeup. Seeking Winners Lumine Writeup. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
6. Starlink: Financing the Road to Mars SpaceX developed the Starlink satellite constellation to provide global internet and generate the massive revenue needed to fund the Mars mission. While LEO constellations were previously deemed impractical, SpaceX utilized its high launch frequency to place thousands of satellites in orbit. Unlike traditional geostationary satellites that suffer from lag, Starlink's low-altitude network offers high-speed connectivity. The segment notes that Starlink's success has allowed a private startup to outpace sovereign statesin space infrastructure, with thousands of operational satellites already providing primary internet service worldwide. (6)1897 WAR OF THE WORLDS
Today's poem is XII. Southern Constellations by Brandon Kilbourne. The Slowdown is your daily poetry ritual. In this episode, Maggie writes… “No matter where I am in the world, no matter what beautiful landscape I might find myself in, no matter what new experience I might be having, I feel the pull of home. I don't mean home as in place. I mean home as in people.” Celebrate the power of poems with a gift to The Slowdown today. Every donation makes a difference: https://tinyurl.com/rjm4synp