Podcasts about Dilution

I was on a panel with veteran geologist Brent Cook earlier in the week and something he said rather struck me.“It's shaping up to be a brutal summer for mining companies.”Brent CookLooking at the chart below, it's hard to disagree.The Gold Miners Bullish Percent Index has fallen to zero.Not 5 or 10, but zero. That's lower in the in the crash of 2008 and during the Covid panic. It has only ever reached this level during the darkest days of the great gold bear market of 2011-16, and even then only twice.This chart measures the percentage of gold mining stocks that are on Point & Figure buy signals. If every stock is on a buy signal, the reading is 100. If none are, the reading is zero.A reading of zero does not mean prices cannot fall further, only that not a single stock in the index is in a technical uptrend.Readings like this only occur at moments of extreme pessimism. But what makes today's reading so unusual is the backdrop.In 2008, everything was crashing. In 2013 and 2015, gold itself was in a vicious bear market. During the Covid panic everything was crashing. Today, gold's above $4,000; silver's above $60.The fundamentals for higher prices - central bank buying, irretrievable government spending and, in the case of silver, industrial demand - remain. Yet the mining shares are in the swanny.And these are monthly charts. Such extremes take time to develop. Daily and weekly indicators can hit zero fairly easily. Monthly indicators rarely do.This is an extraordinary breadth washout. Why is it happening?Inflation (in the true meaning of the word)When gold and silver went bananas late last year and early this, mining companies took advantage of the frenzy, as they always do, to raise capital. Bucket loads were raised.Typically in Canada there is a four-month hold after a capital raise. It means that capital raised in January, for example, only came free trading last month and capital raised in February is only coming free trading now.Somebody has to buy all that paper, and, if they don't, prices fall until somebody does buy it.Add that to the broader decline in the underlying metals prices, especially gold and silver, and you can see why junior mining is having such a rough time of it, and why Brent thinks things are going to get brutal.Too much paper.Not enough people to buy it.The sector simply needs time to digest all that paper. Another leg higher in gold and silver would increase buying, but for now money is flowing in the opposite direction.Such extremes can prove excellent buying opportunities - though if you bought the 2013 dip you had a wait on your hands - but we have all this paper to get through.Many miners are terrible businesses, years from any cashflow. Costs, especially energy, have risen. Dilution is relentless.The bear case is that mining stocks are warning us that gold and silver are headed lower.On the other hand, the economics of mining have changed with gold and silver this high. Producers should make a lot of money. They will need to replenish lost ounces. The value of deposits has changed. Previously uneconomic mines start to look viable. The value of genuine new discoveries is immense.The bull case is that miners are pricing a disaster that doesn't come. Gold and silver stabilise, the financing overhang eventually clears and the sector re-rates sharply higher. We are near capitulation.With a BPI reading of zero, one thing is certain: the sector is not over-owned.Given that June typically sees the low for the year in gold and silver, I favour the bull case. But the summer is always weak. We might have a while to wait if my ongoing thesis that gold and silver range trade for a year proves true.This is not 2011-16.It's a mid-cycle correction.The question is not so much whether the sector is hated or not. The chart tells us it is. The question is how much longer investors can stay this pessimistic if gold remains above $4,000 and silver above $60.Lifetime subscription prices go up tomorrow and other mattersTurning to other matters, here is this week's commentary in case you missed it:And a reminder that you have one more day to buy a Lifetime Subscription before prices go up. The current price is £550 until tomorrow. It then rises to £650 before being permanently withdrawn on 30 June.If you've been considering Lifetime Membership, this is your last chance.Two NBs* If you are looking to upgrade and have trouble with payments, please drop me a line (either reply to this email or message me). I need to cancel your membership, issue a refund and then you need to resubscribe.* Despite what the sign-up process says, this is a genuine one-off payment for lifetime access. I manually convert memberships myself.Any problems, please message me on Substack or reply to this email.Thank you.Finally I appeared on the Before. During. After podcast with Sam Carrington this week. Good chat about comedy and real life.Until next time,DominicIf you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I use and recommend is The Pure Gold Company. They deliver to the UK, the US, Canada and Europe. More here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

I was on a panel with veteran geologist Brent Cook earlier in the week and something he said rather struck me.“It's shaping up to be a brutal summer for mining companies.”Brent CookLooking at the chart below, it's hard to disagree.The Gold Miners Bullish Percent Index has fallen to zero.Not 5 or 10, but zero. That's lower in the in the crash of 2008 and during the Covid panic. It has only ever reached this level during the darkest days of the great gold bear market of 2011-16, and even then only twice.This chart measures the percentage of gold mining stocks that are on Point & Figure buy signals. If every stock is on a buy signal, the reading is 100. If none are, the reading is zero.A reading of zero does not mean prices cannot fall further, only that not a single stock in the index is in a technical uptrend.Readings like this only occur at moments of extreme pessimism. But what makes today's reading so unusual is the backdrop.In 2008, everything was crashing. In 2013 and 2015, gold itself was in a vicious bear market. During the Covid panic everything was crashing. Today, gold's above $4,000; silver's above $60.The fundamentals for higher prices - central bank buying, irretrievable government spending and, in the case of silver, industrial demand - remain. Yet the mining shares are in the swanny.And these are monthly charts. Such extremes take time to develop. Daily and weekly indicators can hit zero fairly easily. Monthly indicators rarely do.This is an extraordinary breadth washout. Why is it happening?Inflation (in the true meaning of the word)When gold and silver went bananas late last year and early this, mining companies took advantage of the frenzy, as they always do, to raise capital. Bucket loads were raised.Typically in Canada there is a four-month hold after a capital raise. It means that capital raised in January, for example, only came free trading last month and capital raised in February is only coming free trading now.Somebody has to buy all that paper, and, if they don't, prices fall until somebody does buy it.Add that to the broader decline in the underlying metals prices, especially gold and silver, and you can see why junior mining is having such a rough time of it, and why Brent thinks things are going to get brutal.Too much paper.Not enough people to buy it.The sector simply needs time to digest all that paper. Another leg higher in gold and silver would increase buying, but for now money is flowing in the opposite direction.Such extremes can prove excellent buying opportunities - though if you bought the 2013 dip you had a wait on your hands - but we have all this paper to get through.Many miners are terrible businesses, years from any cashflow. Costs, especially energy, have risen. Dilution is relentless.The bear case is that mining stocks are warning us that gold and silver are headed lower.On the other hand, the economics of mining have changed with gold and silver this high. Producers should make a lot of money. They will need to replenish lost ounces. The value of deposits has changed. Previously uneconomic mines start to look viable. The value of genuine new discoveries is immense.The bull case is that miners are pricing a disaster that doesn't come. Gold and silver stabilise, the financing overhang eventually clears and the sector re-rates sharply higher. We are near capitulation.With a BPI reading of zero, one thing is certain: the sector is not over-owned.Given that June typically sees the low for the year in gold and silver, I favour the bull case. But the summer is always weak. We might have a while to wait if my ongoing thesis that gold and silver range trade for a year proves true.This is not 2011-16.It's a mid-cycle correction.The question is not so much whether the sector is hated or not. The chart tells us it is. The question is how much longer investors can stay this pessimistic if gold remains above $4,000 and silver above $60.Lifetime subscription prices go up tomorrow and other mattersTurning to other matters, here is this week's commentary in case you missed it:And a reminder that you have one more day to buy a Lifetime Subscription before prices go up. The current price is £550 until tomorrow. It then rises to £650 before being permanently withdrawn on 30 June.If you've been considering Lifetime Membership, this is your last chance.Two NBs* If you are looking to upgrade and have trouble with payments, please drop me a line (either reply to this email or message me). I need to cancel your membership, issue a refund and then you need to resubscribe.* Despite what the sign-up process says, this is a genuine one-off payment for lifetime access. I manually convert memberships myself.Any problems, please message me on Substack or reply to this email.Thank you.Finally I appeared on the Before. During. After podcast with Sam Carrington this week. Good chat about comedy and real life.Until next time,DominicIf you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I use and recommend is The Pure Gold Company. They deliver to the UK, the US, Canada and Europe. More here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Saylor and Mallers' debate at BTC Prague. Strategy executive chairman Michael Saylor and Twenty One Capital CEO Jack Mallers debated Strategy's capital structure at BTC Prague. Mallers challenged Saylor on dilution and how out-of-the-money convertible debt factors into mNAV calculations. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Alaska's share of the proposed natural gas pipeline could be "virtually worthless" according to legislative consultants.

Do you really think the bottle of a homeopathic dilution in your hand is homeopathy? Let us try to rethink, revisit the facts, and try to learn the difference between high dilution, ultrahigh dilution and homeopathy. Listen as Podcast The post High Dilution vs. Ultrahigh Dilution vs. Homeopathy: The Paradox Explained appeared first on Dr Saurav Arora.

Welcome to our first ever B-SIDE, a bonus for our fans when the midweek and Sunday episodes simply aren't enough :-) This week, Naomi, Alex and Kenny are talking with Lib Dem MP Layla Moran – the first MP of Palestinian descent, the first pansexual MP and a new-ish mum as well. The Palestinian crisis is personal for Layla, and she's the perfect guest to help us get under the skin of what's actually going on in Gaza and the West Bank right now. Settlements, two-state solution shenanigans and the need for Britain to properly acknowledge its historical role in the crisis ... all are touched upon, as is Layla's personal journey when it comes to campaigning for a just and peaceful end to all of this. ***SPONSOR US AT ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠KO-FI.COM/QUIETRIOTPOD⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*** • The ⁠Philadelphia⁠ (green) story – Grin And Share It! • Find out more about ⁠Standing Together,⁠ working to build a majority within Israeli society that supports peace, equality and justice • What is Israel's ⁠E1 settlement⁠? • Urge ⁠your MP⁠ to ban trade with illegal settlements • Watch Palestine 36 on ⁠Apple⁠ or ⁠Amazon⁠ • Get ⁠Policy of Deceit⁠ from our bookshop • Get ⁠A Line In The Sand⁠ from our bookshop • We have put together a brand new ⁠⁠⁠⁠⁠BLUESKY STARTER PACK⁠⁠⁠⁠⁠, if you would like to join us there. • Email us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠quietriotpod@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. • Or visit our website ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.quietriotpod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Brought to you by Naomi Smith, Alex Andreou and Kenny Campbell. Quiet Riot is a Cooler Heads production. ***SPONSOR US AT ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠KO-FI.COM/QUIETRIOTPOD⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*** Learn more about your ad choices. Visit podcastchoices.com/adchoices

The supplement industry is pushing back. In May 2026, a group of long-tenured ashwagandha producers and regulatory experts launched the Ashwagandha Standards Alliance (ASA), a new coalition dedicated to countering misinformation about ashwagandha leaf safety, defending GMP standards, and responding to what many in the industry see as scientifically unsupported regulatory actions: India’s April 2026 FSSAI/AYUSH leaf advisory and Denmark’s earlier ban. In Episode #218 of the PricePlow Podcast, Mike and Ben sit down with Blake Ebersole, founding member of the ASA and president of NaturPro Scientific, a B2B quality and regulatory consulting firm. Blake unpacks and rejects the “root good, leaf bad” narrative, explains why in vitro cancer cell studies are being misused to target ashwagandha leaf, and details how lab shopping and supply chain fragmentation quietly erode quality across the botanical category. This episode pairs directly with our companion article on India’s ashwagandha leaf advisory. Together they cover both the regulatory deep-dive and the industry coalition response. Subscribe to the PricePlow Podcast on your favorite platform and sign up for our ashwagandha news alerts on PricePlow before diving in. https://blog.priceplow.com/podcast/ashwagandha-standards-alliance-218 Video: The Ashwagandha Standards Alliance Responds to India’s FSSAI Leaf Advisory https://www.youtube.com/watch?v=GxYGLOcgVIw Detailed Show Notes: Blake Ebersole on the Ashwagandha Standards Alliance, FSSAI, and Industry GMP (0:00) – Introductions (2:45) – What Is the Ashwagandha Standards Alliance? (4:30) – How ASA Fits the Industry Landscape (6:15) – Educational, Policy, and Standards Goals (8:00) – Adverse Events at Scale and Ashwagandha’s Safety Record (11:15) – Denmark’s Ban and the Hazard-Based Regulatory Model (15:15) – Withaferin A and the In Vitro Extrapolation Problem (18:30) – How Competitive Interests Drove the Market Off Track (21:00) – Label Disclosure, Dilution, and Maltodextrin (25:00) – The Billion-Dollar Market and Supply Chain Fragmentation (30:00) – India’s Regulatory Framework: Food, Drug, and No Middle Ground (32:15) – Farmers, Brokers, and the FSSAI Advisory’s Unintended Consequences (38:00) – Research Gaps and the Clinical Literature (41:00) – Extraction Methods: Milk, Solvents, and Withanolide Chemistry (44:30) – Consumer Education and the Demand for Transparency (46:30) – Lab Shopping and the Broken Incentive Structure (52:45) – Branded Ingredients and GMP Supplier Qualification (55:15) – ASA Founding Members: Sabinsa, Cepham, and Arjuna Natural (58:00) – Formula Ideas: Sleep, Lifestyle, and Beyond the Basics (1:00:45) – Anhedonia, Cortisol, and What the Science Says Where to Follow and Learn More Connect with Blake Ebersole and the Ashwagandha Standards Alliance LinkedIn: Blake Ebersole (founding member of the ASA and president of NaturPro Scientific) Ashwagandha Standards Alliance Website Ashwagandha Standards Alliance on LinkedIn… Read more on the PricePlow Blog

Over a year ago, CSI did a three-part deep dive on co-packaged optics after Nvidia dedicated an entire segment of its GTC keynote to the technology — naming Lumentum and Coherent as the primary beneficiaries. The analysis was right. They did not buy.That mistake is now worth talking about directly.Lumentum just reported fiscal Q3 2026 revenue up 90% year over year. Q4 guidance implies triple-digit year-over-year growth. Nvidia made a $2 billion investment in both Lumentum and Coherent, and separately announced a major fiber optic cable manufacturing expansion with Corning. Co-packaged optics products have not even begun shipping in volume yet — that catalyst hits in December 2026. The case for Lumentum continues to build.But this is CSI, and true conviction in a business means covering what could go wrong as well as what is going right. There is a significant dilution story unfolding that every Lumentum shareholder needs to understand before adding to a position.When the stock was trading at roughly one-tenth of its current price, Lumentum raised cash by issuing convertible notes — a type of debt that converts to equity when the stock reaches certain price milestones. The stock has now blown through those milestones. All of that convertible debt is now eligible to convert into stock at terms that are extremely favorable for the debt holders and extremely expensive for existing shareholders. The result: shares outstanding are expected to increase by approximately 20% over the next two quarters. Nick and Kasey explain the full mechanics clearly — why it happened, what it costs, and whether the revenue acceleration can outrun the dilution.Also covered: the Qorvo fab acquisition in North Carolina that adds indium phosphide manufacturing capacity in two to three years, and what operating leverage looks like when a company goes from negative margins to all-time highs in the span of a few quarters.What we cover:— Why CSI did the deep dive on co-packaged optics and still did not buy — the honest lesson— Lumentum fiscal Q3 2026: 90% revenue growth — what drove it and what comes next— Q4 guidance: triple-digit YoY growth before CPO products even ramp— Nvidia's $2B investment in Lumentum and Coherent — the supply chain signal— Nvidia and Corning fiber optic expansion — Nvidia's hands all over the supply chain— Co-packaged optics — the December 2026 catalyst that has not landed yet— Operating leverage in action: from negative margins to all-time highs— Convertible notes explained: why ~20% share dilution is coming in 2026— Qorvo North Carolina fab acquisition — InP capacity coming in two to three years— The bottleneck in laser module manufacturing and why Lumentum dominates itSponsored by fiscal.ai — 25% off any paid plan through May 14 only. Use our link: fiscal.ai/csiDisclosure: Nick and Kasey hold positions in Lumentum and Coherent. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

India is known for its rich and diverse food culture—but what if one of its most ancient and nourishing cuisines is still largely unknown?In this episode of The Mohua Show podcast, host Mohua Chinappa sits down with Chef Biswajit Moharathi, a MasterChef India contestant and passionate advocate of Odia cuisine, to explore a culinary tradition that is deeply rooted in simplicity, health, and heritage.From childhood memories shaped by his grandmother's kitchen to representing Odisha on national platforms, Chef Biswajit shares his journey of bringing an underrated cuisine into the spotlight. In this episode, we discuss:Chef Biswajit's journey from home kitchens to MasterChef IndiaWhy Odia cuisine remains underrated in IndiaThe story and science behind Pakhala BhataTraditional food wisdom and gut health practicesLost recipes and the importance of preserving culinary heritageFusion food vs authenticity in modern kitchensHis mission to take Odia cuisine to a global audienceWhat this episode is really about:This is not just a conversation about food—it's about identity, memory, cultural roots, and how traditional knowledge can shape modern lifestyles. A powerful reminder that sometimes, the simplest food carries the deepest wisdom.If you're interested in Indian storytelling podcast, podcasts about life journeys, motivational podcasts India, creative career insights podcast, diversity and inclusion discussions, inspirational audio stories then this episode is for you..Chapters00:00 – Intro: Why Odia Cuisine Deserves Global Recognition03:17 – Childhood Memories & Food Journey09:53 – MasterChef India Changed Everything13:17 – What Makes Odia Cuisine So Unique21:05 – The Most Gut-Friendly Odia Foods24:35 – The Most Underrated Odia Dish27:04 – Seafood Dishes the World Should Know29:19 – 3 Odia Dishes Every Beginner Must Try31:16 – Fusion Food: Innovation or Dilution?35:13 – Upcoming Projects & Odia Food Movement38:14 – Final Thoughts & OutroAbout the Guest: Chef Biswajit Moharathi is a culinary champion of Odia heritage. Known for his restaurant Breathe and his successful run on MasterChef India (Season 6 & 7), he is currently the Executive Chef of Bhaga Wilderness and is working on his upcoming book, Didar Ranaghor.

Let's know what you liked and learnt! Most founders treat capital as the fuel that powers a business. But in this conversation, Shyam Sekhar flips that idea on its head—capital is not fuel, it is a bridge. A bridge that takes an idea to proof-of-concept. Beyond that, the real work lies in how intelligently you structure your business, not how aggressively you raise money.From equity dilution to early-stage funding decisions, Shyam breaks down the hidden traps founders walk into—raising more than needed, misaligning capital with outcomes, and blindly following market trends. This episode is a masterclass in first-principles thinking—where capital is not chased, but carefully designed to serve the business.Listen to the Full Episode: Spotify: https://open.spotify.com/episode/3hlgzuJQ4Bv1n7ldyD9fWa?si=77566acbc3774a4eApple Podcasts: https://podcasts.apple.com/in/podcast/contraminds-podcast-unlocking-personal-growth-and/id1485202972?i=1000568862874Blogpost: https://contraminds.com/contraminds-podcast/the-founders-guide-to-finance/5 Key TakeawaysCapital is a bridge, not the business It exists to validate your idea—not define your journey.Over-raising is as dangerous as under-raising Easy money often leads to poor allocation and long-term damage.Dilution must align with outcomes Equity given away should reflect value created—not just capital received.Business model design can reduce capital needs Rethinking cash flows can often replace the need for external funding.Founders must think before they fundraise The structure of capital shapes the future of the company.#Startups, #Entrepreneurship, #Fundraising, #StartupIndia, #VentureCapital, #Founders, #BusinessStrategy, #Capital, #Investing, #ContraMinds

Today, host Mary Greensmith sits down with the wonderful Elisa Joulfaian to go right back to the very basics. If you have ever found yourself asking, "What is homeopathy?", this episode is the perfect starting point to understand this gentle, safe, and highly effective approach to natural health. Stimulating Your Body's Healing Power At its core, homeopathy doesn't just mask symptoms or force the body to change chemically. Instead, it acts as a gentle catalyst to kick-start your own immune system. Elisa explains that symptoms are simply our body's way of communicating that something is out of balance. Instead of quickly suppressing a physical symptom, homeopathy looks deeper to see what your body is trying to tell you. The Power of "Like Cures Like" One of the most foundational principles of homeopathy is "like cures like" (the Law of Similars). Elisa shares the classic, relatable example of the red onion (Allium cepa). When you chop an onion, it typically makes your eyes water and your nose run. In homeopathy, a highly diluted, energetic form of red onion is used to relieve those exact same symptoms during a cold or allergy flare-up! Dilution, Potentization, and Energy Unlike herbal medicine or heavy dietary supplements, which require your liver and digestive organs to actively process them, homeopathic remedies are highly diluted. The original substance (whether from a plant, mineral, or animal source) is diluted so significantly that only its energetic "fingerprint" remains. This makes the tiny white pellets incredibly gentle, inexpensive, and easy to take—even for young children and farm animals! Personalized Medicine There is no "one size fits all" label in homeopathy. While mainstream medicine might give everyone the exact same cough syrup, homeopathy has hundreds of different remedies for a cough. Your homeopath wants to know exactly how you uniquely experience your symptoms—physically and emotionally—to find the perfect energetic match to help your body rebalance. Important links mentioned in this episode Elisa Joulfaian's website: https://radianthomeopathy.com/ Read more about Elisa: https://homeopathy247.com/professional-homeopaths-team/elisa-joulfaian/ Download the Homeopathy at Home app: https://homeopathy247.com/homeopathy-apps/ Download our free homeopathy ebooks: https://homeopathy247.com/free-homeopathy-ebooks/   Subscribe to our YouTube channel and be updated with our latest episodes. You can also subscribe to our podcast channels available on your favourite podcast listening app below: Apple Podcast: https://podcasts.apple.com/us/podcast/homeopathy247-podcast/id1628767810 Spotify: https://open.spotify.com/show/39rjXAReQ33hGceW1E50dk Follow us on our social media accounts: Facebook: https://www.facebook.com/homeopathy247 Instagram: https://www.instagram.com/homeopathy247 You can also visit our website at https://homeopathy247.com/

Constanza Vidal Bustamante joins Chris Miller and Zachary Yerushalmi to break down her new report with John Burke, Quantum's Industrial Moment: Strengthening US Quantum Supply Chains for Scalable Advantage — a deep dive into the components, chokepoints, and policy levers that will decide who wins the race to a fault-tolerant quantum computer. We discuss… (00:00) Why quantum is "pre-transistor" — and why the US still has time to lock in supply chain dominance before the next-gen architecture is even invented (09:53) Dilution refrigerators, helium-3 from the nuclear stockpile, and whether mining the moon is actually a viable Plan B (17:43) Did the 2024 export controls backfire? Inside the case study of China going from zero to dominating dilution-refrigerator publications in two years (48:44) Lasers, photonics, and the Chinese supplier that reverse-engineered a Danish flagship — and is still selling into US labs under R&D tariff exemptions (1:03:45) Why quantum looks more like biotech than semiconductors: 90 companies, ~7 modalities, and the anthropology of an industry where everyone thinks their qubit is the right one Constanza's report: https://www.cnas.org/publications/reports/quantums-industrial-moment The Quantum Throne song: https://suno.com/s/9kBx74ZqUHsgYiQ2 Learn more about your ad choices. Visit megaphone.fm/adchoices

Constanza Vidal Bustamante joins Chris Miller and Zachary Yerushalmi to break down her new report with John Burke, Quantum's Industrial Moment: Strengthening US Quantum Supply Chains for Scalable Advantage — a deep dive into the components, chokepoints, and policy levers that will decide who wins the race to a fault-tolerant quantum computer. We discuss… (00:00) Why quantum is "pre-transistor" — and why the US still has time to lock in supply chain dominance before the next-gen architecture is even invented (09:53) Dilution refrigerators, helium-3 from the nuclear stockpile, and whether mining the moon is actually a viable Plan B (17:43) Did the 2024 export controls backfire? Inside the case study of China going from zero to dominating dilution-refrigerator publications in two years (48:44) Lasers, photonics, and the Chinese supplier that reverse-engineered a Danish flagship — and is still selling into US labs under R&D tariff exemptions (1:03:45) Why quantum looks more like biotech than semiconductors: 90 companies, ~7 modalities, and the anthropology of an industry where everyone thinks their qubit is the right one Constanza's report: https://www.cnas.org/publications/reports/quantums-industrial-moment The Quantum Throne song: https://suno.com/s/9kBx74ZqUHsgYiQ2 Learn more about your ad choices. Visit megaphone.fm/adchoices

A visit to Blockbuster Video used to be the ultimate Friday night trip, but today, that blue and yellow ticket is a legal battleground for intangible assets. In this episode of The Pre-Read, we unearth the true drivers of company valuation, from nostalgic trademarks to proprietary AI.  "The question isn't whether Blockbuster was famous. It's whether it's famous enough now for trademark law to care in the same way." —Ivan Moreno  Guest spotlight: Ivan Moreno, senior reporter at Law360®, breaks down the Blockbuster trademark case against a Mississippi animal feed company. He discusses why heritage brands must fight to stay legally relevant even when they no longer lead the market.  Then Alana Chartier, Sustainability Analyst at Workiva, explains the $81 trillion blind spot in global company valuation. She argues that a 21st-century economy cannot run on 20th-century reporting systems that classify human capital and AI as costs instead of assets.  Timestamps: 0:00 Introduction  03:30 The Blockbuster trademark case vs. Southern Seed and Feed  05:40 Dilution by blurring: Can you protect a legacy name?  08:30 Accounting for brand value: Acquisition vs. internal builds  11:00 Reputation as a corporate credit score  18:40 The orchard analogy: Why we only count the fruit  21:30 Integrated reporting: Connecting financial and non-financial data  Subscribe to catch all upcoming episodes of The Pre-Read. 

Venture debt might be the most misunderstood tool in startup finance. Ask ten founders to explain it, and you will get ten different answers, most of them wrong.In this episode of Tank Talks, Matt Cohen sits down with Marshall Hawks, a 16-year Silicon Valley Bank veteran who structured hundreds of venture debt deals, including for Airbnb, Twitch, and Fitbit. After SVB's collapse in 2023, Marshall stepped away to write the playbook founders had been missing: Venture Debt Deals: How to Fund Growth with Less Dilution.He breaks down what is actually happening in the 2026 venture debt market, including bigger facilities, new players in private credit, and what terms really look like today. They also get into when debt actually makes sense and when it does not, the biggest mistakes founders make on term sheets, and why the right lending partner matters more than squeezing out the lowest rate.If you want to grow faster without giving up more equity, or just understand how the full capital stack really works, this one is worth your time.Marshall's Early Lessons in Finance and Entrepreneurship (02:30)* Learning secured lending basics in his grandfather's Arkansas pawn shop* Reading people, judging value, and knowing what you don't know, including the cubic zirconia story* Growing up with a venture-backed CEO father who later became a VC, building empathy for foundersLife at SVB and the 2023 Collapse (08:24)* 16+ years, nine roles, including helping build SVB Canada* Inside the third-largest bank failure in U.S. history* The power of simply answering the phone during a crisisVenture Debt vs. Private Credit (15:58)* The key differences: venture banking (customer acquisition model) vs. private credit (deployed capital seeking returns)* Why banks offer smaller deals tied to revenue multiples, while private credit writes $50M–$150M+ checks* The role of warrants (equity kickers) in almost every venture debt dealWhat Lenders Actually Underwrite (20:58)* Why the cap table and investor syndicate matter more than financial models (models are always wrong)* How lenders assess whether a company can raise its next equity roundKey Case Studies and Lessons (23:53)* Airbnb: The energy you could feel walking into the office* Subtle signals Marshall looks for: office vibe, founder energy, and the “Airbnb Rhode Island office” effectClearco: A Cautionary Tale (28:03)* How Clearco used venture debt to scale rapidly and how over-leveraging nearly broke the company* The surprising role SVB's own failure played in saving Clearco* Why revenue-based financing models can become burdensome when revenue becomes less predictableThe State of the Venture Debt Market in 2026 (35:30)* Recorded $62 billion in volumes, recovered faster than expected* More choices than ever, including Stifel, HSBC, J.P. Morgan, BlackRock, Apollo, KKR, and Blue Owl* AI companies largely do not need debt right nowBreaking Down Venture Debt Term Sheets for Founders (40:47)* Founders do not understand what motivates venture banks vs. private credit firms* Getting the right partner trumps any term sheet detail* Price and economics matter, but choosing the wrong lender is a disaster* The right lender can be meaningfully impactful as a company ramps up* Most founders think about terms first. They should think about their partner first.When to Start Building Lender Relationships (47:05)* It's never too early, meet lenders 6–12 months before you need capital* Most venture debt deals happen after an equity round closes (serial, not parallel)* Send regular updates to lenders just like you would to investorsHybrid Rounds: Will Venture Debt and Equity Merge? (49:37)* Traditional SaaS players are stuck. They need to incorporate AI to survive.* Inside rounds with debt and equity stapled together feel like bridge rounds to buy time.* Marshall's view: this will not become the norm.* Timing is wonky. Getting equity investors and lenders to work together is cumbersome.* Separate events work better: raise equity first, then raise debt.Marshall's Closing Advice for First-Time Founders (51:22)* Treat venture debt as a tool, not a silver bullet* Prioritize finding the right long-term partner over optimizing every last termAbout Marshall HawksMarshall Hawks spent 16 years at Silicon Valley Bank, where he originated and closed hundreds of venture debt deals with companies like Airbnb, Twitch, and Fitbit. Following SVB's collapse in 2023, he left banking to write Venture Debt Deals: How to Fund Growth with Less Dilution, the practical guide he wished every founder had before opening a term sheet. He now serves as an independent voice on venture debt, helping founders navigate the post-SVB landscape of banks, private credit, and alternative financing.Connect with Marshall Hawks on LinkedIn: https://www.linkedin.com/in/marshallhawks/Buy Venture Debt Deals: https://www.amazon.com/Venture-Debt-Deals-Growth-Dilution/dp/B0FZYQ53MWConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

I talk with board-certified homeopath Roddy Schrock about what homeopathy is and why it can appeal to people recovery from Long Covid, ME/CFS and other complex, hard-to-explain symptoms. We dig into symptoms as messages, the power of deep listening, and how homeopathy can sit alongside Western medicine as one piece of a bigger recovery puzzle. • Roddy's path from chronic pain and insomnia to studying classical homeopathy • Homeopathy as an energetic intervention and why the full symptom picture matters • Dilution and succussion and what “gentle” treatment means in practice • Using how you feel as a primary marker of progress • Creating space to be heard as part of healing • Working alongside GPs and specialists rather than replacing them • A real-world case example with fatigue, migraines, cycle disruption and inflammation markers • Avoiding protocol-driven Facebook advice and choosing a trained practitioner • First steps including research and trusted sources like the Homeopathic Research Institute Links:Homeopathy Research Institute: https://www.hri-research.orgFind Roddy's website at: ultradilute.comAnd his substack at: https://ultradilute.substack.comMessage the podcast! - questions will be answered on my youtube channel :) For more information about Long Covid Breathing courses & workshops, please check out LongCovidBreathing.com (music credit - Brock Hewitt, Rule of Life) Support the show~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~The Long Covid Podcast is self-produced & self funded. If you enjoy what you hear and are able to, please Buy me a coffee or purchase a mug to help cover costsTranscripts available on individual episodes herewww.LongCovidPodcast.comFacebook Instagram  Twitter Facebook Creativity GroupSubscribe to mailing listI love to hear from you, via socials or LongCovidPodcast@gmail.com**Disclaimer - you should not rely on any medical information contained in this Podcast and related materials in making medical, health-related or other decisions. Please consult a doctor or other health professional**

Marc Kestecher, ESPN NBA Broadcaster, joins Softy to talk about Kevin Calabro’s time calling Sonics games, today’s NBA expansion news making it feel like the Sonics will be coming back with no doubt, anti-expansion folks having understandable arguments but not agreeing with thoughts on talent dilution, and the league changing loads since 2008.See omnystudio.com/listener for privacy information.

 content  type Interview  primary  goal Educational  summary In this episode, Mitch Beinhaker interviews Mark about business exit strategies, valuation, and innovative ways to maximize business value and cash out tax-free. They discuss the importance of succession planning, structuring deals, and leveraging capital to grow and sell businesses more profitably.  keywords business exit, valuation, succession planning, business growth, tax-free cash out, private equity, business group, capital deployment, M&A, business strategy  key  topics Business exit strategies and valuation The Double and Keep It Framework Using capital to grow business groups Reducing fees and taxes in business sales The importance of succession planning and owner transition  guest  name Mark Titles Revolutionizing Business Exits: The Double and Keep It Framework How to Double Your Business Value Without Dilution or Debt  sound bites "COVID and cancer changed my perspective on life and business." "Cleaning up books and processes can significantly boost valuation." "Helping business owners keep more and sell smarter is our goal." Chapters 00:00 Introduction and Overview of the Conversation 01:23 Marc's Journey: From Sales to Business Growth 03:43 The Impact of COVID-19 on Business and Personal Life 06:44 Facing Cancer: A Life-Changing Diagnosis 12:33 The Promise to His Son and the Birth of a New Mission 16:44 Innovative Solutions for Business Owners 20:39 The Unique Approach to Business Grouping and Valuation 27:25 Building a Bigger Group: The Power of Capital 30:03 Understanding Market Dynamics and Buyer Interests 32:01 Identifying Opportunities in Various Industries 34:59 Maximizing Business Value: Strategies for Owners 38:47 Common Pitfalls in Business Valuation 44:17 Leveraging Technology for Business Growth 48:45 Disrupting Traditional Business Valuation Models  resources acquisitionsforyou.com - https://acquisitionsforyou.com The Secrets to 10Xing Your Business and Cashing Out Tax Free (Book) - https://www.amazon.com/dp/B0XXXXXX Mitch Beinhaker (LinkedIn) - https://linkedin.com/in/mitchbeinhaker  

In this episode of MiCannaCast, we sit down with Jake Greba— founder of Midnight Roots, longtime legacy cultivator, edible pioneer, and music producer Bass Owl — for a deep, wide-ranging conversation about cannabis culture, genetics, medicine, creativity, and the journey from underground roots to the modern legal market.Jake shares powerful personal stories about growing up in a cannabis family, using the plant to help loved ones through serious medical conditions, navigating the pre-legal era, and building a respected brand rooted in authenticity rather than hype.We also dive into strain selection philosophy, terpene appreciation, why THC percentage doesn't equal quality, the dilution of genetics in today's market, and how cannabis connects to memory, ritual, and community.Beyond cannabis, the conversation explores Jake's parallel life in music — touring, producing bass music, and the creative mindset that links art and cultivation.If you care about legacy cannabis culture, real genetics, meaningful consumption, or the intersection of creativity and plant medicine, this episode delivers one of the deepest conversations we've had on the show.

What happens when new symptoms appear during homeopathic treatment?A listener commented that after a year of care for chronic illness, her original symptoms haven't improved — but deeper, more troubling symptoms have emerged.Is this part of healing?Or is something being misunderstood?In this episode, we explore:When new symptoms are accessory — and when they signal a provingWhat Hahnemann actually teaches about case management in the OrganonWhy taking multiple remedies, nosodes, or sarcodes without clear indication can complicate a caseThe critical difference between ultra dilution and true dynamization (potentization)And why camphor is not an antidote between remediesWe revisit the foundational principle:That which does not cure proves.Homeopathy is powerful. But it isn't a supplement system, and it isn't neutral just because it's diluted.If you've ever followed protocols, taken combination remedies, or developed new symptoms after a remedy, this episode will help you think more clearly about what's happening — and what to do next.Strange, Rare & Peculiar is a weekly podcast with Denise Straiges and Alastair Gray of the Institute for the Advancement of Homeopathy and the Academy of Homeopathy Education.This season, we're focusing on truth — what it means to Aude Sapere (“dare to know”) in homeopathy today. From Hahnemann's original insights to the realities of modern practice, research, and education, Denise and Alastair bring over 50 years of experience to conversations that challenge assumptions and invite curiosity.

Govt Defends NEET-PG Dilution of Cut-off Marks in SC | Says It is Not a Test of Competence

Pool Pros text questions hereIn this episode, Rudy Stankowitz discusses significant developments in the pool service industry, including a major acquisition that consolidates market power. He also delves into the importance of understanding water chemistry, specifically focusing on silica and sulfates, which are often overlooked in pool maintenance. The conversation highlights the implications of these elements on pool equipment and overall maintenance practices, emphasizing the need for pool professionals to adapt to these changes for better service delivery.takeawaysThe pool service industry is experiencing significant consolidation.Larger operators can invest in better technology and training.Silica and sulfates are critical yet often ignored in pool chemistry.Municipalities add silicates to drinking water to prevent corrosion.Silica fouling can lead to equipment inefficiencies.Sulfates can cause long-term damage to pool structures.Monitoring silica and sulfate levels is essential for pool maintenance.Dilution is the most effective way to manage silica and sulfate levels.Understanding water chemistry can prevent costly repairs.Advanced knowledge in pool chemistry is crucial for professionals.Sound Bites"Silica fouling increases electrical resistance.""Sulfate ions can react with calcium aluminate.""The ones that get paid a lot of money do."Chapters00:00Introduction and Industry Update04:33Water Chemistry: Silica and Sulfates Overview05:16Understanding Silica in Pool Water17:46Exploring Sulfates in Pool Water AquaStar Pool ProductsThe Global Leader in Safety, Dependability, & Innovation in Pool Technology.POOL MAGAZINE Pool Magazine is leading up to the minute news source for Swimming Pool News and Pool Features. Outhe 'How to Get Rid of Algae' handbookThe most comprehensive guide on algae prevention and remediation you will ever own. BLUERAY XLThe real mineral purifier! Reduce your pool maintenance costs & efforts by 50%CPO Certification ClassesAttend your CPO class with Rudy Stankowitz!Online Pool ClassesThe difference between you and your competition is what you know!Jack's MagicIf you know Jack's you'd have no stains!Service Industry NewsDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com

How does a quantum computer work? This week, Technology Now is diving into the world of quantum computing. We delve into how quantum computers work, we explore what's needed to build them and we ask what we should expect from this field of research in the future. Dr Michaela Eichinger, Product Solutions Physicist at Quantum Machines, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both video and audio formats.About Michaela: https://www.linkedin.com/in/michaela-eichinger/?originalSubdomain=chSourceshttps://blog.sciencemuseum.org.uk/quantum-computing-what-who-how-and-when/https://www.nobelprize.org/prizes/physics/2025/press-release/#:~:text=Their%20experiments%20on%20a%20chip,passed%20a%20current%20through%20it.https://www.britannica.com/science/zero-point-energyhttps://www.space.com/how-cold-is-spaceK.W. Taconis, Dilution refrigeration, Cryogenics, Volume 18, Issue 8, 1978, Pages 459-464, ISSN 0011-2275, https://doi.org/10.1016/0011-2275(78)90204-7., (https://www.sciencedirect.com/science/article/pii/001122757890204

In April 2025, we made a strategic move to trim our Pinterest position and buy into Reddit. Now, two years into its life as a public company, we're looking at the data: Can Reddit survive the AI software apocalypse and clear the high growth hurdle the market is pricing in? We break down Reddit's 2025 year-end performance, including a staggering 70% year-over-year revenue growth. However, beneath the surface, there are concerns—from the sunset of key user metrics to stock-based compensation that currently eats up 16% of revenue.We also take you inside our new research platform, Semi Insider, to run a Reverse DCF (Discounted Cash Flow) to find the "fair value" for RDDT stock today.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:0:00 — Why We Swapped Pinterest for Reddit 1:02 — AI Licensing: The "Sidecar" Business Model 2:15 — Revenue Breakdown: Ads vs. Data Licensing 3:20 — Scaling the Network Effect & International Growth 4:01 — The Metric Shift5:10 — Q1 2026 Outlook: 53% Growth? 6:30 — Stock-Based Compensation & Dilution 8:40 — The $1 Billion Buyback Program 9:45 — Reverse DCF: Calculating Reddit's Fair Value If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#RedditStock #RDDT #Investing #TechStocks #StockAnalysis #SemiInsider #ChipStockInvestor #GrowthInvesting #AI #FinanceNick and Kasey own shares of Reddit

In this episode of the Planet MicroCap Podcast, I spoke with Ryan Telford, Head of Evidence-Based Research at MicroCapClub, where he breaks down why headline profitability and earnings beats can be misleading, and how investors should instead focus on quality of earnings—cash flow support, reinvestment discipline, and earnings stability—along with dilution risk as the true predictors of performance. We discuss the data showing how high-quality earners significantly outperform low-quality peers globally, why many profitable microcaps still underperform after strong quarters, and how looming equity raises can act as a hidden “tax” on shareholder returns. We mention a number of companies and sectors during this conversation, and I'm not a shareholder in any of them. Chapters: 00:00 Introduction to Microcap Investing and Research 03:46 Understanding Quality of Earnings in Microcaps 08:49 The Quality of Earnings Scorecard Explained 13:43 Analyzing Low vs. High Quality Earnings 18:34 Modernizing the Quality of Earnings Framework 23:38 Transitioning to Dilution Risk in Microcaps 27:39 Market Reactions and Equity-Debt Ratios 31:02 Dilution Trends in Micro Caps 32:14 Understanding Dilution Risk Scorecard 38:09 Correlation Between Earnings Quality and Dilution Risk 46:40 Returns Based on Dilution Risk 50:23 Indicators of Potential Dilution Risk For more information about MicroCapClub, please visit: https://microcapclub.com/ Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

For review:1. Iran: Dilution of Enriched Uranium for Sanctions Relief.2. Israeli PM Netanyahu to Visit Washington D.C. on Wednesday. 3. Ukraine and Sweden are discussing the prospect of arming Kyiv with Europe's top air-to-air missile- the Meteor.4. Ukraine and France took a step toward joint arms production on Feb. 9, as Ukrainian Defense Minister Fedorov and his French counterpart Catherine Vautrin signed a letter of intent in Kyiv, Ukraine's Defense Ministry announced.During the meeting, the ministers discussed accelerating the delivery of French Mirage 2000 fighter jets, as well as a record shipment of Hammer air-to-ground bombs. Ukraine and France addressed the supply of long-range weapons, including SCALP missiles. 5. US Warship (USS Cincinnati) Visits Cambodian Port.6. Vietnam's Ministry of Defense has reportedly signed a $250-million contract with Rafael Advanced Defense Systems to locally produce the Spike Firefly loitering munition.7. Rafael Systems Global Sustainment (RSGS) announced today it was selected for Phase I of the Army's second Indirect Fire Protection Capability (IFPC) Increment 2 interceptor program, joining the pack with Lockheed Martin and the Boeing-Anduril team. 

In this episode of Run the Numbers, CJ sits down with Brett Queener, Managing Director at Bonfire Ventures, to trace the origins of ARR and examine how new revenue models are reshaping B2B software. Drawing on Brett's time at Salesforce and SmartRecruiters, they explore the shift from annual contracts to outcome-based pricing, what it means for forecasting and gtm strategy, and where the next major inflection points in SaaS are likely to emerge.—SPONSORS:RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS: Brett on LinkedIn: https://www.linkedin.com/in/brettqueener/Brett's Substack: https://queener.substack.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comThe Staffing Ratios Salesforce Used, with Brett Queener of Bonfire VChttps://youtu.be/lJVgstAXjJs—TIMESTAMPS:00:02:54 Welcome Brett & episode setup00:03:51 On-prem software to SaaS00:05:54 Salesforce & recurring revenue00:07:15 On-prem costs & partner bloat00:09:58 Contracts, control & comp shifts00:14:15 Lock-in, renewals & SaaS drift00:16:20 Sponsors — RightRev | Rillet | Tabs00:19:48 From buying to hiring software00:21:59 Agents change pricing & planning00:25:59 Forecasting without ARR00:28:03 Talent models break00:29:45 Sponsors — Abacum | Brex | Metronome00:33:01 Rethinking sales & comp00:36:47 Selling by doing the job00:40:50 The future role of sales00:46:10 Zombie SaaS & category collapse00:51:07 Context as the moat00:56:07 Where AI hits next00:58:44 Vertical AI & hidden TAMs01:02:12 $1B startups vs mega rounds01:05:48 Dilution, fund math & pressure01:08:03 Choosing your founder path

AGENDA: 04:30 Groq Acquired by NVIDIA for $20BN: The Breakdown 17:13 Meta's $2BN Acquisition of Manus: Did They Sell Too Early 36:04 OpenAI's Stock-Based Compensation Strategy 47:42 Will AI Replace Venture Capitalists 56:13 Navan Trading at 4x ARR: Who is Good Enough to Go Public? 01:09:46 The Rise of Invisible Unemployment 01:14:21 The Future of Work and Education in an AI-Driven World    

Welcome to 2026. In this special New Year's episode of The Data Minute, Peter sits down with his colleague Ashley Neville from Carta's Insights Team to dissect the data that defined 2025 and forecast the trends shaping the year ahead.Ashley and Peter analyze the "haves and have nots" market where AI startups command a 40% valuation premium over their peers. They explain why solo founders now account for over a third of all new companies and how capital constraints are driving this shift.They also break down the changing landscape for startup employees, including why equity packages have dropped by 50% and why many departing workers are choosing not to exercise their options. Plus, they discuss the liquidity pressure facing VCs, the "Nvidia problem" for LPs, and what founders need to understand about the Safe market in 2026.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:01:14 – Ashley Neville joins the show 02:18 – Fundraising: A market of "Haves and Have Nots"03:47 – The 40% AI valuation premium06:00 – Why the bar for media coverage has skyrocketed07:34 – The surge of the Solo Founder (30% to 36%)10:00 – The concentration of startups in SF and SaaS11:17 – The new hiring reality: 10% leaner teams13:34 – Why employee equity packages are down 50%15:20 – Why employees are leaving options on the table18:43 – The "First Employee" equity bump21:10 – The need for better equity education24:02 – The liquidity crisis: IPOs vs. Staying Private28:05 – LP Psychology: Why invest in VC when you have Nvidia?29:39 – Companies staying private for 16-18 years32:10 – Fund Economics: VC vs. PE personal capital36:20 – The most common founder questions (Safes & Dilution)38:52 – OutroThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2026 eShares, Inc., dba Carta, Inc. All rights reserved.

[00:00] - Intro[00:33] - Pool industry lifers[07:25] - How pools are winterized in the Northeast[11:51] - How cold is too cold to plaster?[16:50] - Calcium chloride in the plaster mix[22:06] - Freeze damage protection[27:40] - Dilution's impact on the LSI during the winter[33:51] - Testing fill water, and smart winterizing[36:10] - Company culture of learning[45:21] - Scale vs. calcium crystals[52:50] - Accountability[1:00:40] - Water and air physics[1:10:38] - Closing ______________________________Connect with us! Realize your full potential.Watershape University®Water chemistry questions?Orenda®Questions? Comments? Or apply to sponsor the show:ruleyourpool@gmail.com Facebook: @ruleyourpoolYouTube: @rule-your-pool

Every new initiative costs more than money. It costs focus, clarity, energy. And those are finite. The math might work, but that doesn't mean you should do it. Strategy isn't just about what you pursue. It's about what you're willing to walk away from. Don't fall prey to the dilution delusion.

Every new initiative costs more than money. It costs focus, clarity, energy. And those are finite. The math might work, but that doesn't mean you should do it. Strategy isn't just about what you pursue. It's about what you're willing to walk away from. Don't fall prey to the dilution delusion.

Founder Dilution Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Founders raising funding incur dilution. Their ownership stake goes down as they raise more funding. Founders start with 100% ownership. Each round of funding dilutes them by 25% or more. On average, founders own 60% after the pre-seed and seed rounds. After a Series A, they own 45%. After a Series B, they own 26%. After a Series C, they own 25% After a Series D, they own 11% There are often two to three founders in a startup, so they split this amount. Investors should consider the impact of dilution on the founder's ownership stake. If they own too little of the company, they may not find the incentive to carry it to an exit. Founders should consider funding strategies that are more capital-efficient. For example, after one round of funding, the company could grow based on revenue and profits alone. This may take longer, but it will reduce the dilution. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

In this post-mortem episode, hosts Mike Ryan and Chris dive deep into the data behind the last peak season to reveal the true cost of Black Friday. They confirm what many performance marketers feared: the event is a "promotional bloodbath where margins are lost".The numbers are shocking: Google Ads spend was up over 31% year-over-year, but revenue only grew 15%, resulting in a massive 12% drop in Return on Ad Spend (ROAS). But the real trouble is profitability. Mike reveals an exclusive chart showing how the average gross profit margin dropped by 9 percentage points in the final week of November.What else is covered in this data-driven post-mortem:The Dilution of Demand: Why Black Friday search volume has been on a secular decline since peaking in 2018, and why the "doorbuster" concept is dead.The Hourly Opportunity: A never-before-seen hourly analysis that pinpoints the exact time when Cost Per Order (CPO) cools down and conversion rates peak, revealing the best time to run your budget.Competitor Strategy: A look at how Amazon is continuously ramping up spend, while the competition from Teemu drastically fell off on Black Friday itself.The Final Warning: Why the relentless increase in CPCs is the single biggest threat to the middle-of-the-pack online retailer.About smec (Smarter Ecommerce): At smec - Smarter Ecommerce, we specialize in transforming business goals into optimized ad campaigns. With over 16 years of experience in Google & Microsoft Ads, our intelligent software and expert services help retailers achieve superior results. We're committed to giving you the tools and insights needed to stay ahead in the ever-evolving world of digital advertising. Make sure to follow smec - Smarter Ecommerce for more performance marketing insights: smec - Smarter Ecommerce: https://www.smarter-ecommerce.com LinkedIn: https://linkedin.com/company/smarter-ecommerce-gmbh Newsletter: https://smarter-ecommerce.com/en/newsletter/ Instagram: https://www.instagram.com/smarterecommerce/

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Snow's falling on the markets and the candles are glowing, which makes this one of the most unexpectedly fun trading sessions of the season. This whole video blends holiday energy, real market analysis, and practical trading wisdom in a way that feels equal parts entertaining and useful. If you're here to learn how to stay calm, focused, and consistent in any market environment, you're going to enjoy this one.The session opens with a full-on OVTLYR Christmas vibe, complete with a brand-new holiday song from the community. From there, the conversation shifts into how traders actually stay grounded when price action starts wobbling. Think cold dips, warm breakouts, fast reversals, and all the noise in between. The focus stays on one thing: following a system and trusting the math instead of getting pushed around by emotions.You'll also hear a deep dive into the SoFi move and why even strong setups can suddenly get hit with unexpected news. This part is especially valuable because it highlights what seasoned traders already know and newer traders often forget: position sizing and risk control matter more than any single stock. There's also plenty of talk about Fear and Greed heat maps, sector strength, market breadth, and how all of it ties into plan-based trading inside OVTLYR.To make everything easier to digest, here are a few of the big lessons covered:✅ Why the ten over twenty and price over fifty signals simplify trend following✅ What actually happened with SoFi and how to think about sudden drops✅ How to use sector-level Fear and Greed data to pick your spots✅ The difference in expectancy between plan A and plan M✅ Why disciplined entries, exits, and liquidity rules protect your accountThe energy stays high as the conversation moves into bigger themes like honesty in the trading world, why the U.S. Investing Championship matters, and why transparency sets real traders apart from flashy online personalities. There's also a great discussion about learning the craft properly instead of trying to “fast track” success. Trading rewards patience, repetition, and clarity, and that mindset is at the core of OVTLYR University.You'll also hear practical explanations of ATR, market cycles, liquidity, option roll logic, sector rotations, and how breadth conditions determine which setups deserve attention. Everything is broken down in plain English so you can immediately apply it to your own trading.By the end, the vibe returns to community, mindset, and staying committed to the process. There's another song to close things out, celebrating the grind, the discipline, and the wins that come from following a proven plan. If you want a mix of market guidance, psychology, and the kind of energy that keeps traders coming back every day, this session delivers from start to finish.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

In this episode of Daily Creative, Todd Henry explores the subtle ways in which we avoid true commitment to our creative and professional ambitions. Todd discusses the concept of "escape hatches"—the backup plans, excuses, and rationalizations that prevent us from risking real vulnerability and discovering what we're truly capable of. Drawing from personal stories and practical frameworks, we unpack three common escape hatches that undermine creative and leadership excellence: procrastination and last-minute work, dilution and divided attention, and backward rationalization of success.Todd also digs into actionable strategies to help you spot these patterns in your work, close escape hatches, and move forward with greater intentionality. Whether you lead teams, dream of launching a business, or simply want your creative efforts to have more impact, this episode offers practical, non-obvious guidance for getting braver, more focused, and brilliant every day.Five Key Learnings from the Episode:Escape hatches often feel like wisdom, but are usually just disguised fear. We tend to rationalize delay or avoid commitment under the guise of being "prudent," when in reality it is keeping us from meaningful progress.Procrastination and last-minute work protect us from knowing what our best effort truly looks like. Setting step goals and using time blocking can counter the urge to push everything to the last minute and drive more consistent creative output.Dilution and divided attention dilute impact. By focusing on your "Big Three" priorities and carving out protected space to pursue them, you ensure that your energy is devoted to what matters most—and can actually achieve excellence.Backward rationalization undermines growth. Defining what success looks like in advance and creating external accountability removes the temptation to justify poor outcomes, fostering honest self-assessment and improvement.Real creative progress requires closing escape hatches, even though they seem safe. The real safety comes from confidence in your ability to adapt, not from having endless backup plans.Get full interviews and bonus content for free! Just join the list at DailyCreativePlus.com.Mentioned in this episode:Apply for Creative Leader Roundtable What if you had a space every month to sharpen your leadership edge without the fluff? The Creative Leader Roundtable is where smart, driven, creative leaders gather to exchange ideas, solve real challenges, and grow together. So if you lead a team of thinkers, makers, or dreamers, this is your lab. We're launching soon with a new group of leaders. So, if you're interested, check it out and apply at CreativeLeader.net.

In this episode of More Than A Pretty Face, Dr. Azi speaks with Dr. Tomi Wall about modern rosacea management, including pulsed-dye lasers, V-Beam, combination treatments, and intradermal Botox for flushing. She then sits down with Dr. Monica Boen to discuss the resurgence of CO₂ and Erbium resurfacing lasers, evolving technology, and the cautious excitement around regenerative treatments like exosomes and PDRN. Both dermatologists share practical skincare advice, treatment philosophy, and their go-to in-office approaches for natural, effective results.  Timeline of what was discussed: 00:00 – Podcast intro & welcome 00:07 – Introducing Dr. Tomi Wall 00:55 – Why rosacea emotionally affects patients 01:40 – Types of rosacea explained 02:35 – Top at-home treatments (azelaic acid, ivermectin, sulfur) 03:40 – In-office vascular treatments with PDL 04:40 – How vascular lasers improve rosacea 05:25 – V-Beam for scarring 06:15 – Best timing to start scar laser treatment 07:15 – Treating bruising immediately after filler 08:10 – V-Beam settings for bruising 09:00 – Botox for flushing & neurovascular mechanisms 10:00 – Dilution, dosing, safety precautions 11:05 – Topicals for temporary redness & rebound effects 12:00 – Rapid-fire questions 13:25 – Close of interview 1 15:25 – Introducing Dr. Boen & her practice 15:55 – Why CO₂ & Erbium ablative lasers are returning 16:35 – What ablative lasers do & why patients accept downtime 17:25 – UltraPulse CO₂ & Erbium for deep resurfacing 18:10 – UltraClear: lighter resurfacing with minimal downtime 19:10 – Choosing mild vs aggressive resurfacing settings 19:55 – Combination treatments (Pico, PDL, Fraxel, Clear & Brilliant) 20:40 – PDRN ("salmon DNA"): buzz vs data 21:40 – Exosomes: potential & regulatory concerns 22:50 – Real complications seen from unregulated injectables 23:35 – Dr. Boen's personal favorite treatments 24:10 – Daily skincare must-haves (SPF, retinoids, antioxidants) 25:00 – LED masks: when they help and when they don't 25:55 – Final message: patient education matters 26:40 – Podcast closing & where to submit questions   ______________________________________________________________ Follow Tomi Wall on Instagram: @dr.tomileewall Dr. Tomi Wall is a laser fellowship–trained, board-certified dermatologist based in Northern California. With advanced training from Harvard Medical School and extensive experience teaching residents at Stanford, she specializes in vascular and laser-based treatments for rosacea, scarring, and inflammatory skin conditions. Dr. Wall is known for her research-informed approach, dedication to patient-centered care, and expertise in combination therapy to achieve natural, evidence-based outcomes.   Follow Monica Boen on Instagram: @drmonicaboen Dr. Monica Boen is a board-certified dermatologist practicing in San Diego with advanced specialization in aesthetic and procedural dermatology. Trained in ablative and regenerative laser surgery, she is recognized for bringing modern innovation to legacy resurfacing technologies such as CO₂ and Erbium lasers. Dr. Boen is known for her comprehensive treatment planning, commitment to clinical safety, and ability to blend multiple modalities for powerful yet natural skin rejuvenation results. ______________________________________________________________ Submit your questions for the podcast to Dr. Azi on Instagram @morethanaprettyfacepodcast, @skinbydrazi, on YouTube, and TikTok @skinbydrazi. Email morethanaprettyfacepodcast@gmail.com. Shop skincare at https://azimdskincare.com and learn more about the practice at https://www.lajollalaserderm.com/ The content of this podcast is for entertainment, educational, and informational purposes and does not constitute formal medical advice. © Azadeh Shirazi, MD FAAD.  

Interview with Gwen Preston, VP Communications, West Red Lake Gold MinesOur previous interview: https://www.cruxinvestor.com/posts/west-red-lake-gold-mines-tsxvwrlg-all-known-questions-answered-7761Recording date: 18th November 2025West Red Lake Gold Mines is restarting the Madsen Mine in Ontario's prolific Red Lake district, positioning itself as a rare new gold producer emerging at the beginning of a bull market rather than after years of depressed prices . The company targets commercial production in early 2026 with expected annual output of 50,000 ounces, growing to 100,000 ounces by 2028 through site optimization and development of the high-grade Rowan deposit .The third quarter of 2025 demonstrated significant operational momentum, with production exceeding 7,000 ounces generating $33 million in revenue . October data showed a 24% increase in daily mine tons compared to September, driven by completion of underground waste rock storage solutions that eliminated the need to truck waste material to surface, freeing equipment for ore movement . The company has achieved cash-flow positive status during ramp-up while maintaining over $45 million in treasury, providing substantial financial flexibility heading into commercial production .West Red Lake's dual-asset production growth plan aims to reach 100,000 annual ounces without requiring external financing . The first phase involves optimizing Madsen production to 60-65,000 ounces by 2027 as mining progresses to deeper, less-historically-worked zones with higher grades . The Rowan project, located 80 kilometers by road from Madsen, will contribute an additional 35,000 ounces annually starting in 2028 from a remarkably high-grade deposit averaging nearly 13 grams per ton . Critically, Rowan requires no mill construction, with ore trucked to the existing Madsen facility, simplifying permitting to an advanced exploration permit rather than full mining authorization.The company expects to finance Rowan's $70 million capital cost entirely from operational cash flow, spread over multiple quarters beginning mid-2026 . Management has explicitly stated no further equity financing is expected for Madsen, contrasting sharply with typical junior producers who exhaust capital during construction and face dilutive financings just as production begins . This financial discipline resulted from acquiring the asset at favorable terms and executing a methodical restart plan that prioritized reaching cash flow over aggressive production targets .Learn more: https://www.cruxinvestor.com/companies/west-red-lake-gold-mines-incSign up for Crux Investor: https://cruxinvestor.com

Stacy and Matt are back for with something a little different! Get ready for both a history lesson and a relationship lesson all in one as they dive into the curious world of homeopathy. From 18th-century “miracle cures” to modern-day marketing, they trace how a well-meaning idea became a billion-dollar wellness industry. They unpack what belief, placebo, and healthy skepticism really mean in a world that sells certainty. 0:00 | Why this topic matters 3:00 | The origins of homeopathy and the man behind it 9:00 | Dilution, “water memory,” and the science that doesn't hold up 15:00 | How belief, placebo, and marketing intersect 22:00 | Modern wellness trends and consumer confusion 33:00 | Parenting, medicine, and the ethics of choice 43:00 | Certainty, skepticism, and finding balance in belief 49:00 | Wrap-up and reflections on doing our best with what we know See complete show notes and more at ⁠⁠⁠⁠⁠⁠realeverything.com⁠⁠! Find Stacy: ⁠⁠⁠⁠⁠realeverything.com⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠instagram.com/realstacytoth⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠missionmakersart.com⁠ ⁠missionalchemists.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Interview with Ravi Sood, Chairman & CEO of Golconda GoldOur previous interview: https://www.cruxinvestor.com/posts/golconda-gold-tsxvgg-aiming-to-deliver-a-step-change-in-production-4824Recording date: 20th October 2025Golconda Gold has established itself as a disciplined precious metals producer, emerging from a decade-long bear market to operate two permitted gold mines with strong growth prospects. The flagship Galaxy Gold Mine in South Africa, currently producing just over 10,000 ounces in 2025, is set for a production ramp up to more than 40,000 ounces annually by 2028. This expansion leverages the existing infrastructure, specifically a 50,000-ton-per-month mill running at only 30-40% utilization, which supports fourfold output growth without major new investment. The company is preparing to bring its second asset, the Summit Gold Mine in New Mexico, into production in mid-2026, targeting a steady-state 12,000 gold equivalent ounces a year. Both assets were acquired at nominal cost through distressed situations, allowing Golconda to bypass the heavy development and permitting risks that typically challenge junior miners.A defining feature of Golconda's model is its commitment to self-funded growth, with all expansion financed from internal cash flows and no reliance on equity dilution or additional debt. This approach, underpinned by more than 40% insider ownership, has driven management to prioritize survival through cost control and strict preservation of the share count—an approach that preserved capital structure during market lows and now positions the firm to maximize returns as gold prices surge. By the end of 2025, Golconda expects to be debt-free and operating with positive cash flow, having already repaid all creditors and a key offtake credit line.Management describes Galaxy's current approach as "harvest mode," prioritizing cash generation and risk-adjusted returns, particularly in light of the mine's 74% ownership structure due to local regulations. The clear capital discipline is also evident at Summit, where contract mining has been chosen to ensure operational effectiveness in a remote environment, despite higher reported costs. Looking ahead, Golconda's financial flexibility enables future capital distribution—potentially through buybacks, dividends, or further opportunistic acquisitions. For investors, Golconda offers a unique value proposition: a resilient, undiluted growth platform with long-life assets, prudent management, and the upside of flexible capital allocation in a favorable gold price environment.View Golconda Gold's company profile: https://www.cruxinvestor.com/companies/golconda-goldSign up for Crux Investor: https://cruxinvestor.com

Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go. 0:20 - The dangerous dilution of genocide, by Alan Kessel and Casey Babb. 8:24 - Medical Assistance in Dying was supposed to have stringent safeguards—what happened?, by Rebecca Vachon and Alexander Raikin. This program is narrated by automated voices. To get full-length editions of each instalment of Hub Headlines and other great perks, subscribe to the Hub for only $1 a week: https://thehub.ca/join/hero/

In Episode 17 of the Bitcoin for Corporations Show, Steven Lubka, VP of Investor Relations at Nakamoto, joins host Pierre Rochard to discuss Bitcoin treasury strategy and the growing BTC bull market.Steven explains why he believes this time is truly different — and that the current market cycle is a departure from historical norms. Could gold, fiscal dominance, and Bitcoin treasury companies set the stage for the long-awaited Bitcoin supercycle?Connect with Steven Lubka on X: https://x.com/dzambhalahodlConnect with Pierre Rochard on X: https://x.com/BitcoinPierreLearn more about Bitcoin for Corporations: https://b.tc/corporationsFollow Bitcoin for Corporations on X: https://x.com/BitcoinForCorpsLearn more about Nakamoto: https://nakamoto.com/Chapters:00:00 – Intro: It's Different This Time01:18 – Steven's Bitcoin Journey03:25 – Nakamoto's Strategy and Playbook07:43 – Global Market Opportunities11:35 – Intelligent Leverage Explained18:30 – Dividends, Dilution, and Shareholder Value22:00 – The Evolution of Treasury Companies25:59 – Mining vs. Treasury Companies30:32 – What Comes After Treasury Companies?33:19 – The Capitalization Rush38:44 – Are We in a Super Cycle?46:02 – Altcoin Treasuries in Perspective56:05 – Pushback from Wall Street and Washington62:11 – Bitcoin Philosophy Meets Corporate Reality#Bitcoin #BitcoinForCorporations #Supercycle #BitcoinTreasury #StevenLubka #Gold #BullMarket #BTC #CorporateBitcoin #BitcoinAdoption #MacroFinance #BitcoinStrategy #BitcoinCycle #BitcoinMarkets #InstitutionalBitcoinDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

Bill Kanasky, Jr., Ph.D. breaks down two critical mistakes attorneys make in opening statements: dilution of their message and their communication frequency. Frequency refers to the attorney's delivery dynamics - energy level, confidence, rhythm, and emotional tone - that either engages jurors or turns them off. Common problems with communication frequency include defensiveness, nervousness, over-talking, and coming across as if trying to sell something to the jury rather than telling them a compelling story. Dilution occurs when attorneys talk too long, over-explain, or defend unnecessarily, which weakens the message and causes jurors to tune out. Bill explains why less is more and that potency comes from repetition, silence, and reframing the narrative right from the start. He urges attorneys to avoid “dead zones” in the middle of openings, stay high-level (“in the clouds, not the weeds”), and let witnesses handle details later. Finally, Bill highlights the value and importance of testing openings with focus groups to gather feedback from mock jurors to help guide and fine-tune delivery, frequency, and clarity before trial.

ESOPs (Employee Stock Options) are one of the least understood parts of compensation in India. Are they wealth creators or just glorified lottery tickets? We break down everything you need to know, the trade-off between salary and ESOPs, the risks of taxation and dilution, and how exits, IPOs, and secondary markets really work. From early employee bets to Flipkart's game-changing Walmart deal, we explore stories that show both the pitfalls and life-changing rewards. If you've ever been offered ESOPs or are considering them. This podcast will help you make informed decisions about your financial future. Chapters: 00:00 - Intro 02:57 - Salary vs ESOP: the real trade-off 15:02 - ESOPs ≠ Shares? 28:35 - Should companies help you exit? 37:41 - Black-Scholes for expense 40:39 - Why not just give shares? 45:59 - Promoters/Directors rules in India 50:11 - What every employee must check in their ESOP package! 57:20 - After the payout: diversify & spend

Discipline turns average into unstoppable. Distraction turns talent into wasted potential. Too many photographers and filmmakers are chasing every shiny object, trying to be everything to everyone, and spreading themselves too thin. The truth is, you don't need to do it all. You need focus.When you stop diluting your energy and start showing up with clarity, consistency, and discipline, everything changes. The creatives who win aren't always the most talented, they're the ones who stay committed, focused, and consistent long after others get distracted. That's what sets apart the artists stuck in the mainstream market from the ones thriving at the luxury level.You are capable of building a brand that attracts dream clients, commands higher prices, and creates loyalty through trust. But only if you choose to stop chasing every bubble in sight and start directing your energy where it matters most.No more shiny object syndrome.No more distraction.No more dilution.It's time to focus, to stay consistent, and to outpace talent with discipline.00:00 – 03:30 | Talent vs. Skill and the Balance of Art + Business03:30 – 07:30 | Why Focus Matters More Than Being Everywhere07:30 – 11:30 | The Danger of Dilution and Shiny Object Syndrome11:30 – 15:30 | Consistency, Artistic Style, and Building Trust15:30 – 21:00 | Staying Focused on Platforms and Relationships That Matter21:00 – 26:30 | Hard Work, Discipline, and Outpacing TalentThe next round of The Luxury Mastermind will start in October 2025! We are thrilled to welcome you inside our signature 12 week program. Learn more + save your seat here >> https://thelevelupco.com/mastermind

Taking VC Funding Means Taking the VC's Business Model Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In taking venture funding, the startup is also taking the VC's business model. The VC must provide the Limited Partners a venture-level return. It's a high-risk, high-reward endeavor. A venture-level return requires the following: Continually raising funding. Startups will need to raise funding all the way to the exit to achieve the milestones. This can be challenging as venture sectors move in and out of favor over time. Dilution. The founders will find they are continually diluting their positions on each round of funding. As the valuation grows, the dilution becomes less, but hopefully the pie is getting bigger to offset it. Selling before the full potential. The VC must return funds to the LPs, and needs exits to do so. Most funds are on a ten-year cycle.   At some point, the LP will require an exit even if the business is not at its full potential. VC  funding brings with it venture risk and the costs associated with a high-growth company. Consider these points before taking VC funding.   Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

We ran the biggest public study on YC company's successes and failures in history. This is what we learned about the most prolific startup incubator in history.    Thanks for tuning in! Catch new episodes every Sunday and Thursday.   Don't miss GTM2025 — the only B2B tech conference exclusively for GTM executives. Use code TOPLINE for 10% off your GA ticket.   Subscribe to Topline Newsletter.   Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech.   Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   (00:00) - The Biggest Study on YC (00:40) - Personal Updates and Banter (03:47) - What Is Y Combinator? (04:24) - Our Research's Findings (06:26) - Advantages of Joining YC (10:40) - Challenges and Criticisms of YC (14:34) - Personal Experiences and Insights (29:47) - YC's Branding and Marketing Power (30:31) - YC's Expansion and Its Impact (31:16) - The Value of YC's Brand (34:04) - Dilution and Founders' Naivety (36:04) - Branding Lessons from YC (37:44) - Challenges and Opportunities for YC (46:17) - Chat GPT-5: Initial Impressions (50:31) - AI Companies and Market Dynamics (56:23) - Concluding Thoughts and Wins  

If you want a masterclass in how to build a business, sell it well and stay hungry for the next idea, listen to Bob Frady. In this episode, Matthew Grant catches up with Bob, CEO and Co-founder of PropertyLens and former CEO and founder of Hazard Hub, to hear what he's learned across three startups, why he's building again post-exit and how he's turning deep domain expertise into tools that actually help people. From fire hydrants to flood risk, Bob has spent years translating messy, hyperlocal data into decisions insurers and now homebuyers can use. But this conversation goes far beyond data: it's about strategy, equity, product‑market fit and the value of knowing when to walk away from the wrong deal. In this episode Bob shares: Why Hazard Hub's founding thesis was wrong, and what he got right instead How PropertyLens is helping US homebuyers make more informed decisions before they buy What UK listeners may not realise about US property disclosures, and why risk is so often hidden How Bob and his co-founder rebuilt their data stack from scratch and landed early B2B traction Why he still believes in the London Market and how UK insurers are often faster adopters What it really takes to scale a direct-to-consumer model in property intelligence Why bootstrapping helped him retain value at exit and how other founders can avoid over-dilution The four startup lessons he shares with anyone thinking of launching their own venture This one's for founders, data practitioners and anyone who enjoys a candid, experience-rich look at what it takes to build a business that lasts. If you like what you're hearing, please leave us a review on whichever platform you use or contact Bob Frady or Matthew Grant on LinkedIn. Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Define the challenges of scaling a startup with limited capital and how bootstrapping influences long-term outcomes. List the key differences between US and UK property risk disclosure practices. Explain why Hazard Hub's original thesis did not hold and how that insight shaped the foundation of PropertyLens. If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 367 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

Is it true that founders should still own 50% of a company after a Series A fundraising round? Is 10% ownership at IPO a win or a loss? This episode delves into the topic of dilution, breaking down how much of your company you should sell at each stage, how to approach employee and advisor equity, and what employees should know about equity before taking a job. To answer these questions is Peter Walker, Head of Insights at Carta, and someone with a strong read on where the private tech market is headed. He and CJ also discuss when the best time to join a startup is and which cities outside of New York and San Francisco are desirable for people in this space. Peter shares insight into the state of the markets in 2025: What is happening with bridge rounds and down rounds, the odds of making it from seed to Series A, and the most telling statistic: AI funding.—LINKS:Peter Walker on LinkedIn: https://www.linkedin.com/in/peterjameswalker/Carta: https://carta.com/Carta's Founder Ownership Report 2025: https://carta.com/data/founder-ownership/Carta's published data reports: carta.com/dataCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(02:33) Sponsor – Pulley | Tropic | NetSuite(07:17) Head of Insights at Carta(09:32) The Users of Carta(12:20) Multiplayer Finance and Serving Both Sides(16:24) Sponsor – Planful | Tabs | Rippling Spend(20:15) Dilution: How Much Ownership You Should Give Up at Each Stage(23:02) What SAFEs Are(24:31) The Median Amount of Ownership for a Founding Team After the Series A(26:21) Should You Still Own 50% of the Company After Series A(27:18) Is 10% Ownership for a Founder at IPO Normal?(30:41) The Other Form of Dilution: Employee Equity Grants(34:25) What Employees Should Know About Equity Before Taking a Job(37:51) Why Equity Is Not Money(38:54) ISOs Versus RSUs(40:43) The Best and Worst Risk-Adjusted Time To Join a Startup(44:48) Remuneration by Location in Private Tech(47:39) Equity Comp by Location(48:43) Advisor Equity by Stage(51:28) Bridge Rounds Versus Down Rounds in the Last 6–12 Months(55:36) Survival Rates From Seed to Series A to Series B(57:36) The Best Time of Year To Fundraise(59:05) The Typical Age of a Startup When It's Acquired or It Exits(01:03:19) The State of the Market in 2025: AI Funding(01:06:18) Wrap—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. Take control of your spend with intelligent spend management at tropicapp.io/mostlymetrics.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.#dilution #equity #stateofthemarket #privatetech #carta Get full access to Mostly metrics at www.mostlymetrics.com/subscribe