Podcasts about Disruption

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Shawn Kim, Head of Morgan Stanley's Asia Technology Team.Today: why the Strait of Hormuz closure may matter to the global technology industry.It's Friday, March 13th, at 8 pm in Taipei. AI and advanced chips may represent the cutting edge of technology, but they depend on something far more basic: that's energy. And a large share of that energy flows through one narrow shipping lane in the Middle East – the Strait of Hormuz. When energy supply chains are disrupted, the effects can quickly ripple into semiconductor manufacturing.Advanced semiconductor fabrication is, in fact, one of the most energy‑intensive industrial processes in the world. Take Taiwan, for example – home of the world's largest share of leading-edge chip production. Just one major manufacturer alone accounts for roughly 9–10 percent of the country's total electricity consumption. That scale of energy use means the stability of power supply is critical.Taiwan relies heavily on imported LNG to generate electricity. But storage levels are limited. It maintains roughly one and half weeks worth of LNG inventory, with several additional weeks supplied by vessels currently at sea. If shipping through the Strait of Hormuz were significantly disrupted, that supply chain could come under pressure. The immediate impact might not necessarily be an outright shortage – but rising energy costs could still affect semiconductor production economics. And that's important because advanced chips are foundational to everything from cloud computing to artificial intelligence systems.Energy isn't the only potential bottleneck. Another lesser-known input in the semiconductor ecosystem is sulfur. More than 90 percent of the world's sulfur supply is produced as a by‑product of oil refining. That sulfur is then used to produce sulfuric acid, a key chemical that supports semiconductor materials, metal processing, and battery components.Disruptions in oil refining tied to shipping constraints or energy market shocks could also affect sulfur supply. In other words, a disruption in energy markets could trigger second‑order effects across multiple layers of the technological supply chain. And those effects extend beyond chips themselves. The downstream impact touches industries tied to electrification, data centers, and advanced electronics manufacturing.History also offers some lessons learned about how technology markets react when energy prices spike. During periods of major oil price surges – such as in 2008 and again in 2021 through 2022 – semiconductor equities experienced significant drawdowns. In both cases, semiconductor stocks declined by roughly 30 percent before reaching an inflection point. The mechanism is fairly intuitive. Higher oil prices raise costs across the economy and can weaken consumer spending. At the same time, companies building energy‑intensive infrastructure – like large‑scale AI data centers – may face higher operating costs and low revenues.So when energy markets move sharply, technology markets often move with them. A disruption in the Strait of Hormuz wouldn't automatically halt chip production, but it could ripple through power costs, materials supply, and the economics of building AI infrastructure. And that highlights an important reality for investors: the future of technology isn't just written in code. It's powered by energy, by infrastructure, and the fragile global networks behind the digital economy.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Let's talk about Iran's new leader, oil disruptions, intelligence, and Trump's lack of planning....

In dieser Folge analysiert Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank und Gründer der digitalen Geldanlage quirion, den aktuellen Aktien-Boom rund um die Künstliche Intelligenz. Während Milliarden in Chips und Rechenzentren fließen, wächst die Sorge vor einer neuen Tech-Blase. Dazu kommen Ängste, dass die KI ganze Geschäftsmodelle ausradieren könnte. Wir beleuchten, inwieweit diese Bedenken berechtigt sind und wie sich Anlegerinnen und Anlegern vor diesem Hintergrund am besten verhalten sollten. Karl beantwortet folgende Fragen: Wann, wo und wie hat Schmidt das letzte Mal KI benutzt? (1:20) Wie ist der aktuelle KI-Boom einzuschätzen, entsteht da etwas historisch Großes oder überwiegen die Bedenken? (2:07) Ist der Vergleich der KI mit der Erfindung der Dampfmaschine, der Elektrizität oder des Internets gerechtfertigt? (3:54) Wie stark dürfte KI das Weltwirtschaftswachstum beschleunigen? (5:14) Ist der entscheidende Unterschied zu früheren Tech-Hypes, dass diesmal viele große Konzerne schon gutes Geld verdienen? (6:46) Wenn KI tatsächlich zu massiven Produktivitätsgewinnen führt – sind die heutigen Aktien-Bewertungen dann vielleicht sogar rational? (8:10) Können die massiven Investitionen der Konzerne in Rechenzentren zum Fass ohne Boden werden? (9:53) Wie gefährlich ist die gegenseitige finanzielle Verflechtung großer KI-Akteure? (11:11) Hat das Ganze nicht doch Parallelen zur Dotcom-Blase Anfang der 2000er Jahre? (11:55) Stehen wir durch KI vor einer massiven Disruption etablierter Geschäftsmodelle? (12:43) Wird die KI zu massiver Arbeitslosigkeit führen? (13:27) Wie gehen Anleger am besten damit um, dass es wahnsinnig schwer ist, die Erfolgsaussichten einzelner KI-Unternehmen zu bewerten? (14:44) Wie viel KI-Investments sollten heute in einer gut strukturieren Anlage stecken? (16:02) Gut zu wissen: KI verändert die gesamte Art und Weise, wie wir weltweit produzieren und konsumieren und dürfte langfristig positiv auf das globale Wachstum ausstrahlen. Im Finanzsektor kann KI für sinnvollere Wissensvermittlung an Anleger sorgen. Im Gegensatz zur 2000er Dotcom-Blase sind die heutigen KI-Marktführer hochprofitabel, was die Bewertungen rationaler macht als damals, dennoch gibt es hier und da Übertreibungen. Nach einer gigantischen Spekulationsblase sieht es nicht aus, enttäuschte Gewinnerwartungen können aber jederzeit zu stärkeren Kurskorrekturen führen. Der Investitionsdruck ist für Unternehmen sehr hoch, um nicht den Anschluss zu verlieren. Das birgt Abschreibungsrisiken. Risiken liegen teilweise auch in finanziellen Verflechtungen großer KI-Akteure. KI dürfte klassische Software nicht einfach ersetzen, sondern bestehende Werkzeuge verbessern. Etablierte Anbieter haben durch ihren Datenzugang oft einen „Heimvorteil“. KI löscht seltener ganze Berufe aus, verändert aber Aufgabenprofile radikal. Der „wirtschaftliche Turbo“ entsteht dort, wo Menschen durch KI verstärkt, statt nur ersetzt werden. Da niemand weiß, welche Aktien am meisten von KI profitieren, ist die breite Marktabdeckung über alle Branchen hinweg die klügste Strategie. Folgenempfehlung: Folge 183: Geld anlegen mit KI – kann ChatGPT die Märkte vorhersehen?   (00:01:20) Wann, wo und wie hat Schmidt das letzte Mal KI benutzt? (1:20) (00:02:07) Wie ist der aktuelle KI-Boom einzuschätzen, entsteht da etwas historisch Großes oder überwiegen die Bedenken? (2:07) (00:03:54) Ist der Vergleich der KI mit der Erfindung der Dampfmaschine, der Elektrizität oder des Internets gerechtfertigt? (3:54) (00:05:14) Wie stark dürfte KI das Weltwirtschaftswachstum beschleunigen? (5:14) (00:06:46) Ist der entscheidende Unterschied zu früheren Tech-Hypes, dass diesmal viele große Konzerne schon gutes Geld verdienen? (6:46) (00:08:10) Wenn KI tatsächlich zu massiven Produktivitätsgewinnen führt – sind die heutigen Aktien-Bewertungen dann vielleicht sogar rational? (8:10) (00:09:53) Können die massiven Investitionen der Konzerne in Rechenzentren zum Fass ohne Boden werden? (9:53) (00:11:11) Wie gefährlich ist die gegenseitige finanzielle Verflechtung großer KI-Akteure? (11:11) (00:11:55) Hat das Ganze nicht doch Parallelen zur Dotcom-Blase Anfang der 2000er Jahre? (11:55) (00:12:43) Stehen wir durch KI vor einer massiven Disruption etablierter Geschäftsmodelle? (12:43) (00:13:27) Wird die KI zu massiver Arbeitslosigkeit führen? (13:27) (00:14:44) Wie gehen Anleger am besten damit um, dass es wahnsinnig schwer ist, die Erfolgsaussichten einzelner KI-Unternehmen zu bewerten? (14:44)

A.M. Edition for Mar. 12. Oil prices briefly topped $100 a barrel following a wave of new Iranian attacks on vessels in the Persian Gulf. WSJ reporter Chelsey Dulaney helps break down the economic winners and losers of what the International Energy Agency now says is the biggest oil supply disruption ever. Plus, President Trump returns to the tariff drawing board. And a new study finds AI isn't lightening workloads. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you are dealing with fatigue that won't lift, brain fog that clouds your thinking, or immune symptoms that flare unpredictably, this episode will help you understand why your gut may be influencing all of them.In this episode of Renegade Remission, we explore how the microbiome regulates immune balance, neurological function, and systemic signaling far beyond digestion.You'll hear a real clinical example from ulcerative colitis research showing that when the microbial ecosystem shifts, immune behavior shifts alongside it. From there, we break down the mechanisms linking gut imbalance to fatigue, cognitive changes, barrier dysfunction, and immune dysregulation. Finally, we look at immune training in the gut, intestinal permeability, the gut–brain axis, short-chain fatty acids, and microbial roles in detoxification..In this episode, you'll understand:Why gut imbalance can influence energy, cognition, and immune stabilityHow microbial signaling shapes systems far beyond digestionThe connection between barrier integrity and whole-body symptomsWhy neurological and immune symptoms often overlapThe most realistic ways to begin supporting gut balance without restrictive dietsInstead of treating symptoms as separate problems, you'll see how they may share a common regulatory hub.Listen now to understand how your gut may be influencing fatigue, cognitive clarity, and immune function and choose one gentle shift you can begin this week.DisclaimerThis podcast is for educational purposes only and does not offer medical advice. Consult your licensed healthcare provider before making any changes to your treatment or health regimen. Reliance on any information provided is solely at your own risk.This podcast explores stories and science around ALS, dementia, MS, cancer, mind body recovery, healing, functional medicine, heart disease, regression, remission, integrative medicine, autoimmune conditions, chronic illness, terminal disease, terminal illness, holistic health, quality of life, alternative medicine, natural healing, lifestyle medicine, and remission from cancer, offering hope and insights for those seeking resilience and renewal.

"We are in a commodity bull market extending beyond precious metals to oil, gas, and agriculture," says Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and author of The Boock Report on Substack. In an interview with Daniela Cambone, Bookbar sheds light on the future of oil, gold, and the private credit market. He argues that the market is undergoing a major secular shift, warning that buying the dip in tech is risky because the market's foundation is changing. He also emphasizes that gold's price pressure is due to short-term dollar dynamics and algorithmic trading, not a change in fundamentals. When it comes to the Iran conflict, Boockvar emphasizes that while the situation is serious, the market's reaction hinges entirely on duration. "It all comes down to how long this lasts," he states, "and that's impossible to really game out."

This is The Zone of Disruption! This is the I AM RAPAPORT: STEREO PODCAST! His name is Michael Rapaport aka The Gringo Mandingo aka aka The People's Pickle aka The Jewish Brad Pitt aka Captain Colitis aka The Disruptive Warrior aka Mayor Rapaport 2029 and he is here to discuss: NYC First Day of Spring ISIS inspired attack on Upper East Side of NYC Zoron The Moron Being Worse Than We Ever Imagined Zoron's wife caught celebrating October 7th War with Iran & The Israeli People In Shelters NBA Foul Baiting JFK Jr. Love Story & a whole lotta mo'. This episode is not to be missed! CaptainPicks To Win In Sports Betting: https://www.winible.com/checkout/1357777109057032537?store_url=/captainpicks&c=kickoff Rate & Review on Apple Podcasts or Spotify Send questions & concerns to: iamrapaportpodcast@gmail.com Subscribe to Rapaport's Reality Feeds: iHeartRadio: https://www.iheart.com/podcast/867-rapaports-reality-with-keb-171162927/ Apple Podcasts: https://podcasts.apple.com/us/podcast/rapaports-reality-with-kebe-michael-rapaport/id1744160673 Spotify: https://open.spotify.com/show/3a9ArixCtWRhfpfo1Tz7MR Pandora: https://www.pandora.com/podcast/rapaports-reality-with-kebe-michael-rapaport/PC:1001087456 Amazon Music: https://music.amazon.com/podcasts/a776919e-ad8c-4b4b-90c6-f28e41fe1d40/rapaports-reality-with-kebe-michael-rapaport Stand Up Comedy Tickets on sale at: MichaelRapaportComedy.com If you are interested in NCAA, MLB, NBA, NFL & UFC Picks/Parlays Follow @CaptainPicksWins on Instagram & subscribe to packages at www.CaptainPicks.com www.dbpodcasts.com Produced by DBPodcasts.comFollow @dbpodcasts, @iamrapaport, @michaelrapaport on TikTok, Twitter & InstagramMusic by Jansport J (Follow @JansportJ) www.JansportJMusic.comSee omnystudio.com/listener for privacy information.

Tanker traffic dries up, oil, gas and fertilizer prices soar, and the world holds its breathThe Strait of Hormuz has long been discussed as one of the single greatest vulnerabilities in global energy supply. Now the risk has become reality. Host Ed Crooks is joined by Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and Chris Aversano, Director of Maritime Partnerships at Wood Mackenzie, to assess what the disruption means for energy markets, supply chains, and the people at the centre of it all.Oil prices briefly spiked to around $119 a barrel before falling back. European natural gas prices have nearly doubled. But those numbers only tell part of the story. In normal times, between 150 and 175 ships would pass through the Strait of Hormuz every day. Since the war began, that has fallen to perhaps 10 to 12 a day. The Strait is a vital artery for the world's energy and fertilizer supplies. If it is blocked for long, the results could be catastrophic.Amy puts the market's reaction in context. She has been studying the Strait of Hormuz since the 1990s, and says that although the geography is still the same, the technology is different. The threat from drones, drone boats, and other weapons of asymmetric warfare may be harder to neutralise than the weapons that shaped earlier thinking. As she puts it, modern threats to shipping are “not your father's Oldsmobile”.Chris highlights the human dimension of the conflict. An estimated 20,000 seafarers are currently trapped inside the war zone, alongside a further 15,000 people on cruise ships and ferries. Seven merchant mariners have been killed so far, in 13 confirmed or suspected attacks. These are civilians, Chris reminds us: workers sending money home to countries such as the Philippines, Bangladesh and India, or in Eastern Europe, who never expected to find themselves victims of an armed conflict.The discussion also gets into the practicalities of what it would take to restore flows through the Strait. The US government has announced a $20 billion insurance facility to cover hull, machinery and cargo for ships in the Gulf. As Chris explains, that still leaves indemnity insurance, covering liability for spills and other damage, entirely unaddressed. A fully-laden VLCC (Very Large Crude Carrier) tanker and its cargo is worth upwards of $300 million. Cleaning up a spill of its cargo of 2 million barrels of oil could cost multiples of that.Routes to bypass the Strait of Hormuz are already being activated. Saudi Arabia's East-West pipeline to Yanbu, on the Red Sea coast, has seen throughput surge from around 730,000 barrels a day to as much as 2.5 million b/d. The UAE pipeline to Fujairah offers additional relief. But as Amy makes clear, these routes cannot come close to replacing the Strait of Hormuz in full. They do not help Iraq or Kuwait. They carry no LNG. And for refined products, there is no pipeline alternative at all.The episode closes with a broader look at what this crisis means for the future of energy. Amy argues that it reinforces the case for clean technology: when an oil price shock arrives, investment in renewables, EVs, and energy storage tends to follow. Ed points to Europe, now seeing its gas prices spike for the second time in four years, as a place where the arguments for renewables, nuclear, transmission, and demand response are becoming even harder to ignore. Green hydrogen could also benefit, thanks to potential for replacing natural gas in fertilizer supply chains. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

HEADLINES:• Saudi Aramco Announces $3B Share Buyback Despite Profit Dip • Kuwait and Bahrain Declare Force Majeure as Conflict Disrupts Gulf Energy Supply • Gulf Sovereign Wealth Funds Could Expand Global Influence Amid Crisis: GlobalSWF Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

In this solo episode, Michael reflects on the biggest lessons he's learned over the past 30 days—from the state of the multifamily market to the power of relationships, networking, and emerging technologies like AI. Drawing from recent conferences, conversations with industry leaders, and personal experiences, he shares key insights that could shape how investors approach the next phase of the market cycle.Michael discusses why many experts believe multifamily is near the bottom of the cycle, why diversification beyond real estate matters, and how building community and meaningful relationships can dramatically impact both business success and personal fulfillment. He also shares why he believes artificial intelligence will fundamentally transform productivity and entrepreneurship in the years ahead.Whether you're an active investor, aspiring syndicator, or simply looking for clarity in a shifting market, this episode delivers practical insights and mindset shifts that can help you navigate the next stage of your investing journey.Key TakeawaysWhy many industry experts believe the multifamily market may be at or near the bottom of the cycleThe role of interest rate stability and supply constraints in shaping the next phase of growthWhy absorption rates and concessions are becoming key indicators to watch in apartment marketsHow diversification into other asset classes—and even operating businesses—can strengthen your portfolioThe unexpected opportunities that come from networking and getting out of your comfort zoneWhy investing in your closest relationships may be the most important investment you makeHow artificial intelligence is rapidly transforming productivity, analysis, and entrepreneurshipWhy building community is becoming increasingly important in a world with declining online trustConnect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity Investor ClubReview the Podcast on Apple PodcastsSyndicated Deal AnalyzerGet the Book, Financial Freedom with Real Estate Investing by Michael BlankFor full episode show notes visit: https://themichaelblank.com/podcasts/session514/

As global oil and gas prices spike during the war with Iran, G7 leaders are working on a short term fix. Iran has picked a new leader, though its unclear how it will shape the conflict. Another missile was intercepted on its way to Turkey, as European countries weigh deeper involvement. The NYPD says the improvised explosive devices used at dueling protests outside the mayor's home are being investigated as ISIS-inspired terrorism. Plus, travelers across the US are facing hour-long delays as the partial government shutdown drags on.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Oil surged above $100 a barrel as the war with Iran disrupts global supply and tanker traffic through the Strait of Hormuz remains at a standstill. Amos Hochstein, TWG Global managing partner and former senior advisor to President Biden, discusses the state of the conflict, the historic shock to oil markets, and what a possible endgame could look like. Then, Goldman Sachs President of Global Affairs Jared Cohen examines what the war means for the future of Iran's regime and the broader geopolitical fallout, including China's potential role. Plus, CNBC's Dan Murphy breaks down the latest developments in the region.   Dan Murphy: 3:09 Amos Hochstein: 12:53 Jared Cohen: 26:28   In this episode: Amos Hochstein, @amoshochstein Andrew Ross Sorkin, @andrewrsorkin Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

LEARN MORE at http://teach4theheart.com/377 Blurting. Side conversations. Students out of their seats. We as teachers experience these distractions that make it hard to teach and even harder for students to focus. Is it really possible to reduce disruptions or is this just the new normal? Listen in as Linda and Beki share practical, realistic strategies you can use to cut down on common classroom interruptions at any grade level and create a calmer, more focused environment! 00:00 Classroom Dynamics: The Impact of Teacher Authority 05:03 Setting Expectations: The Key to Classroom Management 10:02 Approach and Confidence: The Teacher's Mindset 14:57 Insistence and Results: Nipping Problems in the Bud 17:29 Building Relationships: The Balance of Firmness and Fun Resources/Links Mentioned: Chatter Workshop: https://teach4theheart.com/chatter CM 101: https://teach4theheart.com/cm101

Global markets are rightly on edge about the situation in Iran and the disruption of the lifeline of crude oil, LNG and other supplies through the Strait of Hormuz, but the damage to confidence looks restrained relative to what awaits if the oil and gas don't begin to flow this week. This and much more on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Miki Agrawal is a visionary entrepreneur, bestselling author, and founder of THINX, TUSHY, WILD, and HIRO. Known for disrupting taboo industries with bold ideas and cultural impact, she builds mission-driven companies that challenge the status quo and spark meaningful change. Connect with Miki: Website: https://mikiagrawal.com/ Hello Tushy: https://hellotushy.com/ Thinx: https://www.thinx.com/ Eat, Drink Wild: https://wildrestaurantnyc.com Instagram: @mikiagrawal Books: Amazon Books

Monday's trading session delivered exceptional volatility across global markets—and the catalyst was geopolitics. In today's episode, we break down the wild price swings in equities and the unprecedented move in oil, as traders try to interpret the latest developments in the 2026 Iran war. With energy markets surging and stocks reacting sharply, investors are now asking the big question: Could this signal the beginning of the end of the conflict with Iran? We'll dig into how war headlines translate into real market moves and why energy markets have been at the center of the storm. Disruptions around the Strait of Hormuz—a route that normally handles about 20% of global oil shipments—have sent crude prices sharply higher and injected volatility into equities and currencies worldwide. If you're trying to make sense of the chaos, this episode connects the geopolitical dots with the actual price action traders are facing right now. Listen now:

In this episode of The Block Runner Podcast, hosts William and I-man dive into the recent downturn of Bitcoin, marking the longest consecutive monthly decline in history, along with the crushing record lows for altcoins. They explore the potential systemic issues within the crypto industry, including revelations from an interview with CZ, founder of Binance, shedding light on industry control and systemic risks. The conversation also touches on the evolving role of AI and automation in crypto, emphasizing how these technologies could revolutionize the user experience and operational efficiency. They reflect on the history of exchanges like Binance and Coinbase, the early days of crypto trading, and speculate on the future of AI-driven ownership and automation in everyday life. Watch the full episode on YouTube: https://www.youtube.com/@TheBlockRunner Subscribe to our newsletter at TheBlockRunner.com Hosts: William and I-man

Join host Michael Keegan as he explores critical insights on leadership, disruption, and transformation. He explores the work and research of thought leaders who offer strategies on how to navigate uncertainty, embrace change, and drive transformation in an era where disruption is accelerating. Through their own words, we'll explore the mindsets, strategies, and courage required to lead in the unknown.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  On this episode of Superlative, our host and aBlogtoWatch founder Ariel Adams is joined by entrepreneur and music industry executive Lex Borrero for a wide ranging conversation about culture, storytelling, and the evolving world of watch collecting. Drawing from his experience building artists and shaping cultural moments in the music industry, Lex explains how similar storytelling principles apply to luxury watches and why brands that connect emotionally with audiences often stand out the most.   Their discussion explores the collector journey, the growing importance of community in the watch world, and why independent brands are resonating with younger enthusiasts. Lex also shares insights about disruption, creative direction, and how experiences, storytelling, and cultural relevance can help watch brands connect with a new generation of collectors while still honoring traditional craftsmanship. Along the way, Ariel and Lex reflect on the collector journey and why the watches people choose often say as much about personal identity and culture as they do about mechanical craftsmanship.  Follow Lex:- Lex - https://www.instagram.com/lexborrero/ - 0260studios -  https://www.instagram.com/0260studios/ SUPERLATIVE IS NOW ON YOUTUBE! To check out Superlative on Youtube as well as other ABTW content:- YouTube - https://www.youtube.com/@ablogtowatch To check out the ABTW Shop where you can see our products inspired by our love of Horology:- Shop ABTW - https://store.ablogtowatch.com/To keep updated with everything Superlative, aBlogtoWatch Weekly, and aBlogtoWatch, check us out on:- Instagram - https://www.instagram.com/ablogtowatch/- Twitter - https://twitter.com/ABLOGTOWATCH- Website - https://www.ablogtowatch.com/If you enjoy the show please Subscribe, Rate, and Review!

John Chang shares his five-year outlook for commercial real estate and reflects on the future forces that could shape the industry. He explains how AI, geopolitical uncertainty, and stock market valuations may influence economic growth, investor behavior, and commercial real estate demand. Chang also breaks down sector-specific expectations, noting that multifamily may offer strong opportunities at today's repriced valuations, while office and industrial will likely remain more selective and market dependent. He concludes that despite economic and political uncertainty, commercial real estate may outperform stocks over the next five to ten years for investors who buy assets in today's market conditions. Visit ⁠trustetc.com/bestever⁠ for more info. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On the podcast: why app economy disruption won't happen as fast as everyone seems to think, how AI is just as useful for defending against copycats as creating them, and why the real barrier to app success is still distribution, not code. This conversation is shorter than usual and will be featured in RevenueCat's State of Subscription Apps report. Each episode in this series will explore one crucial topic and share actionable insights from top subscription app operators.Top Takeaways:

Winter Storm Hernando delays cruise departures from New York and New Jersey as heavy snow and hazardous seas force itinerary changes across multiple lines. A plane crash closes Bangor International Airport, disrupting fly-cruise connections in Maine. And Ambassador Cruise Line announces its first Portsmouth sailings, offering no-fly cruising from southern England.

Did cutting the internet help kidnap Nancy Guthrie? Investigators weigh in Investigators from the FBI and Pima County Sheriff's Office are now examining a disturbing new possibility in the Nancy Guthrie kidnapping — was the neighborhood Wi-Fi deliberately disabled the night she disappeared? If true, it could mean the suspect intentionally shut down security cameras before approaching the home, revealing a level of planning that could change the entire direction of the investigation. Tonight we break down the **digital evidence, the timeline, and what this shocking development could mean for finally identifying the kidnapper. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

פרק מספר 512 (חזקה תשיעית!) של רברס עם פלטפורמה - קרבורטור מספר 40, שהוקלט ב-24 בפברואר 2026. נכון למועד ההקלטה עדיין אין מלחמה [לא התיישן טוב…], ואורי ורן מארחים את הנביא האורח נתי שלום לשיחה, דיונים, וויכוחים ותחזיות (דיסטופיות ברובן) על עולם שבו ה-AI כבר לא רק כותב קוד, אלא מחליף את המציאות כפי שהכרנו אותה. [01:58] "משהו גדול קורה": הניתוח של Matt Shumerבלוג-פוסט של המפתח Matt Shumer, שנקרא Something Big is Happening התפרסם בלא מעט מקומות והיכה גלים.מעבר מסקפטיות מוחלטת ("זה בחיים לא יעבוד") למצב שבו המודל עושה את כל עבודת הקידוד שלו.נתי - מה שמעניין פה זה הניתוח של שוק העבודה, ואיך נראה שוק ה-Hiring כפי שהוא היום.הדיבורים על "הכתובת על הקיר" זה כבר פאסה – "הכתובת היא כבר בכיס כמעט". הנתונים מראים ירידה משמעותית ב-Hiring שהתחילה כבר משנת 2025 ונמשכת לתוך 2026.“זה קורה עכשיו - ועכשיו אתה צריך לבחור באיזה צד אתה נמצא: הצד המרוויח או הצד הנפגע”.רן מדגיש שזה לא רק למפתחים – גם עורכי דין ורואי חשבון ובכל שאר המקצועות צריכים להחליט באיזה צד הם. יש כאן (לפחות) שני אספקטים עיקריים - איך אנחנו רואים את שוק התוכנה, ואז זה משפיע על כל שאר שוק העבודה.אורי - אנחנו רואים את ההשפעה מבפנים, בתוך שוק התוכנה. האם ישנן תעשיות שלא מושפעות עדיין, או לפחות לא מרגישות את זה?למשל יוצאי יחידות טכנולוגיות שמאוד מבוקשים בשוק, אבל ארגונים בטחוניים לא יכולים להכניס הרבה מהטכנולוגיות Cutting-edge הללו, לפחות לא בקצב שהן יוצאות.מועמדים כאלה אולי פתאום לא מתאימים בדיוק לעולם שרץ “בחוץ”.נתי משתף סיפור אישי/מקצועי על שיר אלגום, שנדחתה ממשרה ב-HR כי לא הכירה מספיק AI, ובתגובה הפכה למומחית שמרצה ב-Amazon.שינוי גישה: "העולם השתנה, הבנתי, אני עכשיו באירוע".אורי ונתי מחפשים השוואות למהפכות קודמות, ולא בטוחים אם יש כאלו בדיוק - מעבר משימוש ב-Intellect האנושי כדי לייצר יתרון - למצב בו "ה-Intellect עובר קומודיטיזציה".אין יותר Job security בהייטק המסורתי, וחזרה לכיוון של מקצועות יותר “מסורתיים”, פיזיים.[10:17] עידן ה-Agents וה-+Resumeנתי - קונספט של “Professional Agents”: מומחים כבר לא מוכרים את עצמם כעובדים, אלא כסוכנים, או ככאלה שמתמחים ביצירת סוכנים.סוכן הוא כמו ילד – צריך לגדל אותו ולשכלל אותו, דורש הרבה Nurturing.רן - ספציפית: מדברים על מעצבים, רואי-חשבון - מקצועות ספציפיים, שהם אולי לא חלק מהליבה של החברה, אבל נמצאים בכל חברה.נתי - דוגמא של Marketing: אם מישהו כבר הכין את רוב ה-Workflows מראש, זה משהו שאני מוכן לשלם עליו.אורי מציין שגם בגידול של ילד באיזשהו שלב עוברים ל-Outsourcing יותר ויותר . . . חברות עוברות לתת שירות של סוכן יחד עם “גידול סוכנים” ושכלול שלהם: סוכן + משהו שמתחזק אותו ומתאים אותו לצרכים שלך.הבשורה טובה: יש לאן להתפתח - בכל פעם שחסמי-כניסה יורדים, נפתחים תחומים חדשיםאורי ונתי קצת חלוקים על הנקודה, אבל זה דומה למה שהיה בתחילת ימי ה-SaaS, שאולי לא היה קיים אם לא היה Cloud, לפחות לא בקצב וב-Scale, שקודם לכן היה שמור לארגונים מאוד גדולים ולא לסטארטאפים.דוגמא דומה היא Big-Data.נתי אומר שהורדת חסמי-הכניסה תכניס הרבה גורמים חדשים לתחום, לאו דווקא רק מכיוון של מדעי-המחשב.אורי - השוני במהפכה הזו הוא שיש מצב שבו סוכן יכול לייצר סוכן יותר טוב . . . נתי מפריד בין מוצרים “גנריים” - יש את המודלים של Anthropic ו-OpenAI ומשפחות המוצרים הנגזרות וכו' - ובין ה”OpenClaw למיניהם”, שהם גרסא פשוטה יותר וזולה יותר, יחד עם קוד-פתוח ומוצרים בסגנון הזה.רן משווה את המאבק בין מודלים גנריים (כמו Anthropic) למודלים פתוחים (כמו OpenClaw) ל-"האנדרואיד לעומת האייפון".נתי מדבר על ראיון העבודה העתידי: “עובדים יבואו עם ה-10X של עצמם”: מועמדים לא יבואו עם קורות חיים, אלא עם רזומה פלוס – צוות סוכנים שבנו ושיודעים לשכלל להם את העבודה.בשנה-שנתיים-שלוש הקרובות, אלו שיעשו את הקפיצה ויבנו את הסוכנים וידעו להגיע עם זה לראיון עבודה - זו יכולה להיות הזדמנות לגדול ולהתבסס.אבל - אנחנו לא יודעים כמה ומי הולך להיפגע: “יהיה פה מצב של ירידה לטובת עלייה”.[17:03] “אז מה יכול לקרות?”: הסינגולריות והמתכנת האחרוןרן מעלה את השאלה המפחידה: האם כל הניסיון שצברנו כמפתחים הלך לפח? השנים הקרובות כנראה הולכות להיות מבלבלות, אבל ננסה להסתכל מעבר לזה.האם לא יהיו יותר מתכנתים, כי לא צריך - או שיהיו הרבה יותר מתכנתים והרבה יותר תוכנה, אבל מקצוע התכנות יראה אחרת?נתי חוזה ירידה למען עלייה - אבל בשונה מהמעבר ל-Cloud-Native למשל, שלקח בערך 10 שנים (ולא נגמר…), כאן הקצב הרבה יותר מהיר (התעשייה השתנתה בתוך שנה).זוכרים את “כולם משתמשים ב-AI, אבל לא רואים את ה-ROI”? זה היה בתחילת 2025 . . . מאז הסטטיסטיקות התחילו להשתנות.רן - “אם לפני שנה הייתי נותן ל-Agent משימות קידוד קטנות, ולפעמים זה מצליח ולפעעמים זה לא - היום זה עולם אחר לגמרי”.אז יכנסו יותר מעגלי-אוכלוסיה לתחום - אבל הצד השלילי הוא הירידה שלפני: כמות האנשים שדרושים למשימות שיש היום, עד שיווצר ה-Demand החדש, תגרום להרבה אנשים למצוא את עצמם “מחוץ למעגל”.מדינות תצטרכנה איכשהו לספוג את הירידה הזו - מימון הכשרות, תקופות הסתגלות וכו' - אחרת זו בדיוק הסביבה למהפכות והתדרדרות למקומות יותר בעייתיים.ולא שהסדר העולמי מסביב שליו ורגוע גם ככה [נתכתב מהממ”ד במהלך מלחמה באירן…].אורי - כבר רואים התחלה של “כלכלת סיליקון”, ומדינות nתחילות לחשוב על מאגרי הChip-ים שלהן . . . נתי מזכיר פרק של All-In, שמדבר על תחזיות מאוד אופטימיות, ועל פניו קצת מנותקות - “המון הזדמנויות והכל יהיה בסדר”, בזמן שמי שבתחום יודע שזה לא ממש ככה.נראה שב-Silicon Valley יש בעיקר התעלמות - חוגגים בתוך מעגל מאוד מצומצם.נתי מציע לחשוב על זה כמו על קורונה [במובן החיובי…] - נצטרך התערבות חיצונית כדי לעבור את הגל הזה.רן תוהה האם - בדומה לקורונה - גם התקופה הזו גם תיהיה קטליזטור לתאוריות קונספירציה שעוד תבואנה . . . אורי - מצד שני, גם תרבות הפנאי התפתחה מאוד בתקופת הקורונה, אולי שוב מישהו אחר עושה את העבודה ואז יש יותר פנאי?רן - כבר היום, כשאני מפתח, אני מספיק הרבה יותר, בהרבה פחות זמן. אז אנחנו מייצרים הרבה יותר תוכנה . . .אורי - אבל אז ה-bottlenecks עוברים למקומות אחרים.רן - OpenAI הזכירו, לגבי הפיתוח של Codex 5.3 – שהמודל פותח בעזרת גרסאות קודמות של עצמו."זה בערך By definition הסינגולריות" . . .“אל תצפו שהסינגולריות תקרה ביום אחד בודד” . . . “מי שהיה במהפכה התעשייתית לא יודע שהוא במהפכה התעשייתית".[27:57] חמשת ה-Moats של 2026נתי - האם נכון לבנות סטארטאפ באי ודאות כזו? מה הסיכוי של סטארטאפ כזה לשרוד?נאמר על רקע שבוע מאוד לא מוצלח למניות חברות ה-SaaS . . . .יש הרבה תגובות-יתר - אבל קורים הרבה דברים באמת מדהימים.נתי מציע 5 נקודות קריטיות ליזמים (סוג של Checklist) שרוצים לשרוד בעולם שבו כל דבר גנרי נמחק (כמו IBM שצנחה כי Anthropic פרסמו בלוג-פוסט על Cobol . . . ):ורטיקליזציה (Verticalization): אל תהיו גנריים. Google ו-Anthropic ו-OpenAI שולטים ביד רמה.תהיו הכי טובים במשהו ספציפי - עריכת דין או חינוך וכו'.שליטה במידע (Proprietary Data): דאטה שה-LLM הגדולים והמודלים הגנריים לא ראו, כמו מגמות ספציפיות בתוך נתוני לקוחות.יעילות (Efficiency): שימוש ב-SLM (Small Language Models) למשל, כדי לחסוך ב-Token-ים וב-Latency (קריטי ברובוטיקה וב-Security, למשל).רן - מודל גדול יקבל את ההחלטה הנכונה, אבל אולי מאוחר מדי.חווית משתתמש (UX ייחודי): חווית משתמש שפותרת בעיה נקודתית ונותנת ערך מהיר (Time to Value).ה-Chat של המודלים הגדולים מאוד גנרי.סטארטאפים צריכים להתמקד ביכולת לייצר חוויית משתמש מאוד מותאמת לחווייה נקודתית.רן - האם בכלל עוד יהיה UI (או שהצרכנים הם גם Agents . . . .)? בהקשר של פיקסלים . . . .נתי, אורי - בסוף , אתה רוצה לייצר ערך לאדם.בסוף זה עניין של Time to Value: אני אולי יכול לייצר את זה לבד, השאלה האם לא יותר מהיר ויעיל להשתמש במשהו שמישהו אחר כבר ייצר.ואחרון (אם כי נתי אמר ש "החמישי הוא לא לשידור…”) - Disruption: ה-Disruption האמיתי הוא לעשות קניבליזציה לקטגוריות ישנות.אפשר לעשות את אותם הדברים שעשינו בעבר, אבל בצורה אחרת לגמרי.הרבה דברים קודמים נעשו בגלל מגבלות של עולם שהוא Pre-Agentic, ועכשיו לא רלוונטיות - מה שמאפשר מודל עסקי אחר לחלוטין.ואז ה-Price-point יכול להיות מאוד שונה מכזה שהוכתב ע”י תעשיות מאוד גדולות ומבנה עלויות מאוד יקר לתפעול.אורי מתזכר את ה-Moats של Warren Buffet, ונתי מספר שהוא לא חושב שפגש חברה אחת שבאמת עושה את כל הדברים הללו, יזמים עדיין לא חושבים ככה.במיוחד בארץ, עדיין מתייחסים מאוד לבידול הטכנולוגי ופחות למובן של UX או מודל עסקי.[39:26] הזרקת DNA ומהלכי ה-M&A החדשיםנתי אומר שמשקיעים בהרבה מקרים לא יודעים לנתח הזדמנויות ולעשות Evaluation שלא על סמך טרנד צמיחה של ARR.אורי - עולם ההשקעות לא הולך לכיוון של SaaS, כי מצד אחד יש המון Disruption risk ומצד שני נראה שהצורך במגמת ירידה.נתי - יש כמה סוגי-Exists שונים שמשקיעים מחפשים, מעבר למודל הקלאסי של “תבנה חברה, תגדל איתה, תייצר מספיק כסף . . . .”.קנייה של טכנולוגיות ואנשים - חברות צריכות “להזריק לעצמן DNA חדש”, ואז מסתכלים על הסטראטאפ לא רק כטכנולוגיה אלא גם כמנוע לטרנספורציה.חברות במצוקה מנסות למצוא אנשים שיעזרו להן לעשות את הטרנספורמציה, לפחות בחלון הזמן הנוכחי (3 שנים בערך).נתי מזכיר דוגמא שעלתה בעבר - Google: לפני שנה כולם הספידו אותם, ואז הם קנו את Character.AI, ובעצם את נועם שזיר (Noam Shazeer) ב-2 ביליון דולר, כי הם הבינו שהם במצוקה.נתי טוען שלחברות במצוקה יהיה מאוד קשה לעשות כזה שינוי רק על ידי צמיחה אורגנית.אורי מדבר על חברות שעושות קניבליזציה-מוצרית לעצמן - מתחרים במוצר המסורתי הקודם שלהן.נתי טוען שבמקרה של Google זה השתלם להם עם Search Generative Experience (SGE).[46:00] סיכום וסגירהרן ממליץ לכולם לקרוא את הבלוג-פוסט של Matt Shumer (או לבקש מ-Agent לתקצר אותו).נתי חותם עם המלצה אופטימית-מעשית: "למדו את עצמכם... תחשבו שאתם באים למקום העבודה הבא שלכם כבר לא אתם-עצמכם... זה רזומה + צוות עובדים שאתם מביאים איתכם, שזה הסוכנים".אורי כבר מכין את הקרקע לפרק הבא: מהפכת ה-Quantum Computing."שיעורי הבית שלכם יכולים להיות 0, 1 או שניהם ביחד" . . . [קישור לקובץ mp3] האזנה נעימה ותודה רבה לעופר פורר על התמלול!

Live from Morgan Stanley's TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. Thematic and Equity Strategist here at Morgan Stanley.Today we've got a special episode on AI adoption. And this is a first in a two-part conversation live from our Technology, Media and Telecom conference.It's Thursday, March 5th at 11am in San Francisco.We're really excited to be here with all of you taping live. And we've got on stage with me. Stephen Byrd, he's our Global Head of Thematic and Sustainability Research; Josh Baer, Software Analyst; and Lindsay Tyler, TMT Credit Research Analyst.So, Stephen, I want to start with you, pretty broad, pretty high level. We recently published our fifth AI Mapping Survey that identifies how different companies are exposed to the broad AI theme. Can you just share with us some insights from that piece and how stocks are performing with this AI exposure?Stephen Byrd: Yeah, it's interesting. I mean, we've been doing this survey now, thanks to you, Michelle, and your excellent work, for quite a while. And every six months it is pretty telling to see the progression.I would say a few things that got my attention from our most recent mapping was the number of companies that are quantifying the adoption benefits continues to go up quite a bit. And to me that feels like that's going to be table stakes very soon as in every industry you see two or three companies that are really laying out quite specifically what they expect to be able to do with AI and lay out the math. I think that really is going to pull all the other companies to follow suit. So, we're seeing that in a big way.We do see adopters, with real tangible benefits performing well. But a new thing that we're seeing now, of course, in the market is concerns that in some cases adoption can lead to dramatic deflation, disruption, et cetera. That's coming up as well. So, we're seeing greater concerns around disruption as well.But broadly, I'd say a proliferation of adoption, that that universe of companies continues to grow, increases in quantification of the benefits. So, that is good. What's really surprised me though, is the narrative among investors has so quickly moved from those benefits which we've talked about into flipping that to toggle all negative, which I know some of our analysts have to deal with every day. The mapping work suggests significant benefits. But the market is fast forwarding to very powerful AI that is very disruptive in deflation. And that's been a surprise to me.Michelle Weaver: Mm-hmm. Josh, I want to bring software into this. Your team has been arguing that AI is actually good for software. And it's really something that you need that application layer to then enable other companies to adopt AI. Can you tell us a little bit about how much GenAI could add to the broader enterprise software market? And how are you thinking about monetization these days?Josh Baer: Of course. I think the best starting place is a reminder that AI is software, and so we see software as a TAM expander. And in many ways, even though this is extremely exciting innovation, it's following past innovation trends where first you see value accrue and market cap accrue to semiconductors, and then hardware and devices, and then eventually software and services. And we do think that that absolutely will occur just given [$]3 trillion in infrastructure investment into data centers and GPUs.There's got to be an application layer that brings all of these productivity and efficiency gains to enterprises and advanced capabilities to consumers as well. And so we see AI more as an evolution for software than a revolution. An evolution of capabilities and expansion of capabilities. LLMs and diffusion engines absolutely unlocked all of these new features of what software can do. But incumbents will play a key role in this unlock.And our CIO surveys really support that. Quarterly we ask chief information officers about their spending intentions, and these application vendors who we cover in the public markets are increasingly selected as vendors that companies will go to, to help deploy and apply AI and LLM technologies.So, to answer your question, we estimate GenAI could unlock [$]400 billion in incremental TAM for software; for enterprise software by 2028. And this is based on looking at the type of work able to be automated, the labor costs associated with that work, the scope of automation, and then thinking about how much of that value is captured typically by software vendors.Michelle Weaver: And you have a bit of a different lens on AI adoption. So, what are some of the ways you're hearing software customers using these AI tools and anything interesting that popped up at the conference?Josh Baer: To echo what Stephen laid out, I mean, all of our software companies are using AI internally, both to drive efficiencies, but also to move faster. So thinking about product. Innovation, you know, the incumbents are able to use all of the same coding tools and, you know, …Michelle Weaver: Mm-hmm.Josh Bear: … products geared to developers to move faster and more efficiently on R&D. So, they're doing more. From a sales and marketing perspective, a G&A perspective, every area of OpEx, our software companies are in a great position to deploy the AI tools internally.I think more important[ly], speaking to this TAM and expanded opportunity, is our companies have skews that they're monetizing. It might be a separate suite that incorporates advanced AI functionality. It might be a standalone offering, or it might be embedded into the core platform because the essence of software is AI and it, you know, leading to better retention rates and acceleration from here.Michelle Weaver: Mm-hmm. And Stephen, going back to you on the state of play for AI, we had the AI labs here and we heard a lot about the developments and what's to come. So, what's your view on the trajectory for LLM advancements and what are some of the key signposts or catalysts you're watching here?Stephen Byrd: Yeah, this is for me, maybe the most important takeaway of the conference – is this continued non-linear improvement of LLMs, which we've been writing about for quite some time. And just to give you an example, we think many of the labs have achieved a step change up in terms of the compute that they have, in some cases 10 x the amount of compute to train their LLMs. And that [if] the scaling laws hold – and we see every sign that they will – a 10x increase in compute used to train the models results in about a doubling of the model capabilities.Now just let that sink in for a moment. Let's just think about that. A doubling from here in a relatively short period of time is difficult to predict. It's obviously very significant and I think several of the LLM execs at our event sounded to me extremely bullish on what that will be. A lot of that I think will be evident in greater agentic capabilities.But also, I'd say greater creativity. It was about three weeks ago, three of the best physics minds in the world worked with an LLM to achieve a true breakthrough in physics – solving a problem that had never been solved before. A couple of days ago, a math team did the same thing. And so, what we're seeing is sort of these breakthrough capabilities in creativity. This morning I thought Sam speaking to, you know, incredible increases in what these models can do – which also brings risk. You know, I think it was interesting he spoke to, you know, the risk of misalignment, the risk of what these models are doing.But for me, that's the single biggest thing that I'm thinking about, and that's going to be evident in the next several months.Michelle Weaver: Mm-hmm.Stephen Byrd: So, you know, on the positive side, it leads to greater benefits from AI adoption. And to Josh's point that, you know – more and more the economy can be addressed by AI, I do get concerned about the risk that that kind of step change will create greater concerns about disruption and deflation.That causes me to think a lot about that dynamic. Interestingly, we think the Chinese labs will not be able to keep pace just for one reason, which is compute. We think the Chinese labs have everything else they need. They have the talent, the infrastructure. They certainly have the energy, power. But they don't have the chips.If what we laid out with the American models turns out to be true, I could see a chain reaction where the Chinese government pushes the Trump administration for full transfer of the best technology to China. And China could use their rare earth trade position to ensure that. So, that's sort of the chain reaction I've been thinking about.Michelle Weaver: Mm-hmm. So, let's think about then bottlenecks in the U.S. Power is still one of the main bottlenecks. We had several of the solutions providers here at the conference. So, what are you thinking in terms of the size of the power bottleneck in the U.S. and how are we going to fix that?Stephen Byrd: Yeah, absolutely. I am bullish on the companies that can de-bottleneck power, not just in the U.S., a few other places. Let's go through the math in terms of the problem we face and then the solution.So, we have this very cool – it is cool if you're a nerd – power model that starts in the chip level up, from our semiconductor teams. And from that, we build a global power demand model for data centers. We then apply that to the U.S.Through 2028 we need about 74 gigawatts of data centers, both AI and non-AI to be built in the United States. I don't think we'll be able to achieve that for lots of reasons. But starting from that 74, we have sort of 10 gigs that have been recently built or are under construction. We have 15 gigs of incremental grid access, but after those two, we have to go to unconventional solutions, meaning typically off-grid solutions, over 40 gigawatts of unconventional solutions.So that will be repurposing Bitcoin sites, which could be sort of 10 to 15 gigawatts. That'll be big. Renewable energy, fuel cells will be part of the solution. Gas turbines will be a big part of the solution. Co-locating at a few nuclear plants. I'm less bullish than I used to be on that. But when we net all that out, we think the U.S. is likely to be 10 to 20 percent short of the data center capacity that will need to be in.It's not just a power grid access issue, though, that's a big one. Labor is now showing up as a huge issue. Many of the companies I speak to trying to develop data centers struggle with availability of labor. Electricians being one very tangible example. In the U.S. we need hundreds of thousands of additional electricians.So, for any of your children, like mine, thinking about careers, you know, you'd be surprised [at] the amount of money that people are making in the infrastructure business that does feel like it's a labor shift that's going to have to happen, but it's going to take years. So, in that context, we had a number of the Bitcoin companies at our event here. And the economics of turning a Bitcoin site into hosting a data center are extremely attractive. I mean, extremely attractive.To give you a sense of that. Before this opportunity presented itself to these Bitcoin players, those stocks tended to trade at an enterprise value per watt of about $1 to $2 a watt. Then we started to see these deals in which the Bitcoin players build a data center and lease them to hyperscalers. Those deals – depends a lot on the deal but – have created between $10 and $18 a watt of value. Let me repeat that. 10 to 18 – relative to where these stocks were at 1 to 2.Now many of these stocks have rerated, but not all of them. And there's still quite a bit of upside. And what we've noticed is the economics that the hyperscalers are paying are trending up and up and up. Because of this power shortage that we're dealing with. So, a lot of exciting opportunities are still in the power space.Michelle Weaver: Great. Well, I think that's a good place to wrap this first part of our conversation around AI adoption and the state of play. We'll be back again tomorrow with Part Two, looking at financing and risks.To our panelists, thank you for talking with me. And to our audience, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Explores the importance of strengthening our resolve to speak the truth and trust our leadership and why deepening rituals and community for feminine leadership, especially in challenging times is critical to our survival. Our voices have been supressed and as more harm is brought to light by way of the Epstein Files and the destructive commands from the administration in the White House we have an opportunity and a responsibility to hold a line for justice and a new way forward. I shares personal practices, collective prayers, and insights on how women can trust their intuition and embody their unique roles to foster healing and transformation.   "We already know how to do this; we are wise." "The feminine is rising in us all." "Women give so much, and why it's still not enough."   Join The Midlife CEO - 8 Week Live Commnity Series: https://circle.lisamalia.co/join The podcast episode I mention in this episode with my friend and host of The Mind Performance Podcast, Lindsay Paoli, MFT: https://www.podbean.com/ep/pb-badjn-1a5ed8a   Chapters: 00:00 Introduction to Week Two of Feminine Leadership Journey 00:39 The Importance of Rituals and Community in Turbulent Times 01:49 Listening to the Feminine Voice and Speaking Our Truths 03:05 The Feminine Leadership Archetypes and Their Unique Roles 04:44 Revolutionary Times and the Power of Collective Action 06:53 Deconstructing Patriarchy and Embracing Liberation 08:38 The Role of Rituals in Connecting with Inner Wisdom 10:05 The Archetypes of Feminine Leadership: Midwife, Courage, Creator 12:07 The Power of Collective Threads and Women Weaving Change 13:38 The Wayshower and the Disruption of the Status Quo 15:07 The Sacred Love and Visionary Archetypes in Action 16:43 Practical Rituals: Breathwork, Altars, and Personal Practices 18:19 Building Community and Trust Among Women 19:56 The Power of Personal and Collective Prayers 22:00 Honoring Birthdays with Personal Rituals and Intentions 23:28 A Collective Prayer for Love, Healing, and Embodiment 24:53 Navigating Collective Rage and Embracing Transformation 26:50 Deepening Rituals and Trust in Inner Guidance 28:27 Earth-Based Prayers and Connecting with Nature 30:14 Practical Tips for Incorporating Rituals into Daily Life 31:35 The Role of Women in Collective Healing and Leadership 32:59 Trusting Yourself and Your Inner Wisdom 34:23 Reflections and Closing Thoughts on Feminine Power     #feminineleadership #rituals #epsteinfiles #femininerage #wombwisdom #feminineenergy #womenscircle #womensleadership #leadershipcoach #masculineenergy 

Send Catherine a text MessageThe Norwegian fairy tale of "Tatterhood" begins as many stories do, with a kingdom that lacks something essential. Each of us lives in a fairy tale kingdom or two, in an orderly system of protocols and social rules that structure both outer and inner worlds. The stability of the kingdom is important. And yet, the structure eventually outlives its usefulness. The old order stagnates, degrades, and loses meaning. The boundaries are too tight and the space feels too small. Because life = change.Something new, something radical, is needed to catalyze a necessary renewal.Support the showEmail Catherine at drcsvehla@mythicmojo.comPost a positive review on apple podcasts! Learn how you can work with Catherine at https://mythicmojo.comBuy me a coffee. Thank you!

Chris Versace is watching oil and keeping a very close eye on fertilizer – around 25% of the world's supply moves through the Strait of Hormuz. Disruptions there could affect the world's food supply, he says. Chris highlights an upcoming conference where airline leaders will speak and what he's looking for in their commentary with energy prices high. He likes Costco (COST) and examines their earnings, describing “very powerful tailwinds.”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Costco (COST) posted a strong earnings report, though Morningstar's Brett Husslein believes the stock is overvalued. He talks about potential disruptions to the business which he sees impacting profitability. Brett does expect customer retention and loyalty to continue, something he expects to offer a strong foundation for value. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Every day is zero day, and this week we talked about the new Google Threat Intelligence Group report on the zero day exploit landscape in 2025 (2:22) and who's exploiting what, then we discuss Microsoft's disruption of the Tycoon 2FA cybercrime operation (9:51), and finally we talk about the KEVology report from runZero and our new podcast with Tod Beardsley (13:25).

In this episode, Jakob Emerson, Associate News Director at Becker's Healthcare, breaks down the latest Medicare Advantage enrollment trends, including slowing overall growth, major gains for regional and system owned plans, and mounting federal scrutiny of large insurers. He explores what CMS actions, risk adjustment settlements, and market exits mean for payers, providers, and the future of the program.

Monocle security correspondent Gorana Grgić brings us the latest developments on the war in Iran. We head to Nicosia as the conflict reaches Cyprus. Then: we’re live from Oman as disruptions in the strait of Hormuz threaten global trade. Plus: the Madrid Design Festival.See omnystudio.com/listener for privacy information.

Find us on social media: Facebook & InstagramEmail us: hello@thetinlounge.com Discussion:Does Travel Insurance Cover Weather Delays and Civil Unrest? Expert Tips for Stranded TravelersWhen Disruption Hits: Defining the Travel Advisor’s RoleTravel advisors in action during the Mexico crisisKnow your responsibilities with Mexico-bound clientsSee omnystudio.com/listener for privacy information.

Continuing his on-location interview tour of San Francisco, Bob heads an hour north to Santa Rosa to sit down with Nathan Walter, cofounder and CEO of Briefpoint, over a bottle of red wine at Paradise Ridge Winery, a spot literally around the corner from Nathan's house, sitting on the edge of the Mayacamas Mountain Range that divides Sonoma and Napa counties. It is a fitting setting for a founder who grew up in Sonoma wine country, where wine is less a luxury than a way of life, and where his family's most treasured heirloom was a bottle from the year he was born.   Nathan's path to founding Briefpoint is an origin story rooted in genuine frustration with the legal system. A U.C. Santa Barbara philosophy major who drifted into law school for lack of better options, he ultimately landed in civil litigation – and grew increasingly disillusioned with how discovery was weaponized to bleed defendants dry financially, even when they had done nothing wrong. After a particularly infuriating mediation where opposing counsel openly admitted the shakedown strategy, Nathan decided to do something about it. He taught himself to code from YouTube videos, built vaporware prototypes, cold-called attorneys to test demand, and eventually found his technical cofounder through a Discord gaming community he had created to build a social life after moving to Orange County.   What followed was a years-long grind – including an 18-month stretch working days as an entry-level sales rep at another legal tech company and nights building Briefpoint, until a close acquaintance invested $100,000 of her own money so he could focus full time. Briefpoint launched in June 2022, before the ChatGPT wave, focusing narrowly on automating discovery responses – drafting objections, pulling relevant documents and generating formatted Word documents ready to sign. Nathan talks about the company's deliberate "go deep, not wide" strategy: rather than expanding into motions or other legal workflows to chase the AI hype cycle, Briefpoint is doubling down on doing discovery so exceptionally well that firms will pay for it alongside broader AI platforms, the way teams use Slack alongside the full Microsoft suite.   The conversation also covers the threat to legal tech companies posed by foundation models such as Claude and GPT, the psychology behind why attorneys are resistant to automation (Nathan has a theory about "superstitious control" and lucky jerseys), the parallels between winemaking and product development, and the advice he'd give an aspiring founder: burn the ships, go full time and put yourself in a corner with no way out but forward. As for what varietal Briefpoint would be? A Russian River Pinot Noir – not a life-changing Cab, but reliably excellent at exactly what it promises.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Legalweek, March 9-12, North Javits Center, New York City.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

On this episode of The Association Podcast, we welcome Ravi Rooprai, Director of IT and PMO at the Million Dollar Round Table (MDRT). Ravi shares his unique journey from molecular microbiology and pharmaceutical consulting into association technology leadership, bringing a scientific mindset to digital transformation and innovation.The conversation explores how MDRT is modernizing association technology by decoupling legacy systems, building scalable data ecosystems, and experimenting with AI-driven personalization. Ravi explains how his team approaches technology through experimentation, feasibility studies, and agile thinking to improve member experiences and operational efficiency.We also dive into MDRT's cutting-edge meeting technology, including large-scale multilingual interpretation powered by AI and the infrastructure required to support thousands of attendees simultaneously streaming translated sessions. Ravi discusses how associations can better leverage data, personalization, and experimentation to drive engagement, retention, and measurable member value.From building a culture of innovation to applying e-commerce thinking to membership value, this episode offers practical insights for association leaders navigating digital transformation.00:01:00 Introduction to Ravi Rooprai and MDRT00:01:30 Rapid Fire Questions00:02:40 Ravi's Career Journey from Science to Association Technology00:04:30 Lessons from Industry Applied to Associations00:05:30 Using ROI and Value Metrics in Association Technology Decisions00:07:00 Measuring Member Lifetime Value00:08:30 The Value of MDRT Membership for Financial Professionals00:10:30 Reworking Legacy AMS Systems Through Decoupled Data Architecture00:12:00 Building a Modern Data Ecosystem Around Legacy Platforms00:13:30 Scaling Membership Systems to Handle Peak Demand00:14:45 Managing 60–70K Membership Applications During Renewal Season00:16:00 Leveraging AI and Technology at Large Global Conferences00:17:00 Simultaneous Translation and Multilingual Meeting Experiences00:18:30 Solving Conference Connectivity and Infrastructure Challenges00:20:00 Improving the Member Experience Through Technology00:21:00 Favorite Tools: AI, Copilot, and Power Apps00:23:30 Empowering Staff to Experiment with Technology00:24:30 Personalization and Data-Driven Engagement00:26:00 Using Engagement Data to Shape Event Programming00:28:00 The Future of Digital Transformation in Associations00:29:00 Applying a Scientific Mindset to Technology Innovation00:31:00 Building a Culture of Experimentation and Safe Failure00:33:00 Feasibility Studies and Agile Technology Testing00:35:00 Applying E-commerce Thinking to Membership Value00:37:00 The Future of AI and Meeting Technology at MDRT00:39:00 Rethinking the Conference Experience00:40:00 Closing Thoughts 

The rapidly escalating conflict in the Middle East is now sending shockwaves through global aviation, with major airspace closures and key international travel hubs suddenly out of action. So what does it mean for Australians planning to travel overseas? In this episode, Natarsha Belling is joined by aviation expert Professor Ron Bartsch, who explains why this disruption could be the most significant to hit global travel since COVID. With major Middle Eastern airline hubs like Dubai, Doha and Abu Dhabi affected, airlines are scrambling to reroute flights through Asia -- triggering delays, reduced capacity and the likelihood of soaring airfares. Headlines: Qatar has evacuated residents near the US embassy in Doha Canadian PM Mark Carney hasn’t ruled out the Canadian military joining the Middle East conflict Former Jetstar pilot Greg Lynn has had his application for bail denied while he awaits a retrial for the alleged murder of 73-year-old Carol Clay The US House Oversight Committee has voted to subpoena Attorney General Pam Bondi A man has been airlifted to hospital after being attacked by a shark on the Great Barrier Reef Follow The Briefing: TikTok: @thebriefingpodInstagram: @thebriefingpodcast YouTube: @TheBriefingPodcastSee omnystudio.com/listener for privacy information.

Today, we note the US market's out-of-step behaviour relative to the rest of the world, as US traders have taken a buy-the-dip stance while Europe was down heavily on Tuesday and parts of Asia practically crashed overnight. US market internals continue to throw off interesting signals as well. We also note that the market continues to price a relatively short disruption to shipping through the key Strait of Hormuz and discuss on what time scale the disruption would become more profound. Macro & FX and more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. As promised on today's pod, here is a great conversation on the Triggernometry podcast with two experts and their perspectives on the Iranian conflict. Two or three times per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

Oil spikes. Gas jumps above $3. Inflation expectations shift in a matter of days. Suddenly the market isn't debating disinflation or AI productivity. It's asking whether we're entering a new inflation shock.In Episode 177 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, walk through what's happening beneath the headlines. They explain how the Strait of Hormuz disruption is impacting oil flows, why gasoline prices move markets faster than geopolitics, and how rate-cut expectations shifted dramatically in just one week. The conversation moves from energy markets to ISM prices paid, AI-driven infrastructure demand, memory chip shortages, and what this means for inflation volatility in the years ahead.Key Takeaways:• Oil shock hits fast: Disruptions near the Strait of Hormuz pushed crude and gas prices sharply higher, immediately shifting inflation expectations• Rate cuts repriced: Markets quickly reduced expectations for multiple Fed cuts as inflation data and energy pressures mounted• Inflation volatility regime: Elevated base inflation combined with external shocks increases the risk of short-term price spikes• AI demand adds pressure: Infrastructure buildout and memory chip shortages are contributing to near-term pricing strength• Economic backdrop still stable: Leading indicators suggest the economy entered this period near trend, not in recession territory• Portfolio construction matters: We believe diversifying beyond traditional bonds remains critical in a more inflation-sensitive world.Jump to:0:02 — Setting The Stage: Problems Pile Up1:08 — Gas Price Surge Hits Home2:46 — Markets Sell Off And Tech's Role3:43 — Oil Jumps And Strait Of Hormuz Risk6:15 — Energy, Diesel, And Food Cost Pressures8:38 — Firsthand Gulf Perspective And LNG Shock12:35 — Portfolios For 3% Inflation World16:24 — Gold, Bonds, And Risk-Off Mechanics20:07 — Fewer Fed Cuts And PCE vs CPI24:55 — Small Caps, Rates, And Risk Appetite28:40 — Fed Independence And Politics Reality32:48 — Inflation-Volatility Regime, Not The 1970s36:48 — Diversify Your Diversifiers Strategy40:25 — VIX Spike And Geopolitics Playbook45:10 — Trend vs Recession: Leading Indicators49:22 — ISM PMI: Expansion But Price PressureConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Former principal of the Haas F1 Team, Guenther Steiner joined the show ahead of a massive weekend at Albert Park! We talk Melbourne race, McLaren's season preview, conflict in the middle impacting season start, Aston Martin dramas & more. Catch Mick in the Morning, with Roo, Titus & Rosie LIVE from 6-9am weekdays on 105.1 Triple M Melbourne or via the LiSTNR app. Mick In The Morning Instagram: https://www.instagram.com/molloy Triple M Melbourne Instagram: https://www.instagram.com/triplemmelb Triple M Melbourne TikTok: https://www.tiktok.com/@triplemmelbourne Triple M Melbourne Facebook: https://www.facebook.com/triplemmelbourneSee omnystudio.com/listener for privacy information.

This is The Zone of Disruption! This is the I AM RAPAPORT: STEREO PODCAST! His name is Michael Rapaport aka The Gringo Mandingo aka aka The People's Pickle aka The Jewish Brad Pitt aka Captain Colitis aka The Disruptive Warrior aka Mayor Rapaport 2029 and he is here to discuss: NYC Being Brick Cold Dilema Days New York Knicks Beating The Spurs at MSG Turning 56 Enjoying The Charlotte Hornets Inside The Castle Insight & Sleeping Pill Reunion War vs. The Evil Islamic Terror Regime of Iran & a whole lotta mo'. This episode is not to be missed! CaptainPicks To Win In Sports Betting: https://www.winible.com/checkout/1357777109057032537?store_url=/captainpicks&c=kickoff Rate & Review on Apple Podcasts or Spotify Send questions & concerns to: iamrapaportpodcast@gmail.com Subscribe to Rapaport's Reality Feeds: iHeartRadio: https://www.iheart.com/podcast/867-rapaports-reality-with-keb-171162927/ Apple Podcasts: https://podcasts.apple.com/us/podcast/rapaports-reality-with-kebe-michael-rapaport/id1744160673 Spotify: https://open.spotify.com/show/3a9ArixCtWRhfpfo1Tz7MR Pandora: https://www.pandora.com/podcast/rapaports-reality-with-kebe-michael-rapaport/PC:1001087456 Amazon Music: https://music.amazon.com/podcasts/a776919e-ad8c-4b4b-90c6-f28e41fe1d40/rapaports-reality-with-kebe-michael-rapaport Stand Up Comedy Tickets on sale at: MichaelRapaportComedy.com If you are interested in NCAA, MLB, NBA, NFL & UFC Picks/Parlays Follow @CaptainPicksWins on Instagram & subscribe to packages at www.CaptainPicks.com www.dbpodcasts.com Produced by DBPodcasts.comFollow @dbpodcasts, @iamrapaport, @michaelrapaport on TikTok, Twitter & InstagramMusic by Jansport J (Follow @JansportJ) www.JansportJMusic.comSee omnystudio.com/listener for privacy information.

A part of the Techish Live Show that happened in London, 25TH March 2026.Exploring the future of AI, market disruptions, and strategies for navigating the evolving tech landscape. Insights range from market predictions to practical tips for builders and entrepreneurs.Chapters00:00 Introduction: Exploring AI's Future Impact00:25 Fictional Memo from 2028: A Workforce Apocalypse00:54 Market Cap Losses and AI's Disruptive Power01:18 Rational Agents and Transactional Shifts in Payment Systems01:48 Stock Market Predictions and Investor Sentiment02:03 The Hysteria Around Market Predictions02:29 The Role of Journalism and Fiction in Market Perceptions02:51 Long-term Investment Strategies and Index Funds03:40 Consumer Economy and AI Automation's Limits03:47 Universal Basic Income and AI's Economic Impact04:14 Global South Economies and AI Transformation04:32 The Fantasy of Building Personal Software05:03 Corporate Software Development and CTO Decisions05:44 The Reality of Enterprise Software Procurement06:55 Legacy Languages and AI Compatibility07:42 AI and Military/Surveillance Use Cases08:34 The Disruption of Entry-Level Jobs and Education09:22 Unemployment Trends in Hospitality and Retail10:30 AI's Role in Workplace Disillusionment and Diversity11:38 Changing Company Structures and Skill Requirements12:24 Automation and Talent Demand in Small Businesses13:32 Global Political Instability and Corporate Risk Management14:11 The Remote Work Hustler and Ethical Questions15:21 The Rise of Multi-Job Hustlers and Ethical Concerns16:07 Full Stack Builder: A New Role for Product Managers16:47 Security Risks of Agentic AI and OpenClaw18:00 Practical AI Tools for Builders and Entrepreneurs19:01 Opportunity in AI: Accelerated Development or Capitalism?19:45 Human Creativity vs Capitalistic AI Tools20:37 The Shift in Young Adults' Social and Career Habits21:35 Tychogenic Lifestyle: Increasing Luck and OpportunitiesThe Path to ExitFounders—thinking of selling or raising capital? Here's what you should know... Listen on: Apple Podcasts SpotifySupport the showJoin our Patreon for early content, extra-long episodes and ad-free content: https://www.patreon.com/techish Watch us on YouTube: https://www.youtube.com/@techishpod/Advertise on Techish: https://goo.gl/forms/MY0F79gkRG6Jp8dJ2———————————————————— Stay in touch with the hashtag #Techishhttps://www.instagram.com/techishpod/https://www.instagram.com/abadesi/https://www.instagram.com/michaelberhane_/ Email us at techishpod@gmail.com

Steve Dennis and Michael LeBlanc preview their upcoming ShopTalk “Retail Rumble” appearance before diving into a wide-ranging and timely discussion on what leaders still get wrong about modern retail The episode opens with a sharp analysis of tariff turmoil following a Supreme Court ruling and mounting legal battles, as over 1,800 companies seek refunds. The hosts explore the implications of economic uncertainty for retailers already facing cautious consumer behavior. Recent earnings from TJX, Home Depot, and Lowe's suggest slowing momentum, with “flat” increasingly feeling like the new “up.” Meanwhile, Warby Parker continues its profitability progress, signaling that digitally native brands can mature successfully when they prioritize focus and operational discipline. Saks Global also makes progress on their journey through bankruptcy court. The macro backdrop adds additional complexity. Nvidia's staggering $120 billion in profits underscores the scale of AI's economic impact. At the same time, declining U.S. net migration could create headwinds for retail growth, given that roughly 1% of annual retail expansion typically comes from population growth. Mortgage rates dipping below 6% could offer stimulus to home-related categories. The discussion then pivots to a deeper strategic issue: how retailers need to adapt to an increasingly complex and demanding world. Steve highlights a striking insight from Walmart's earnings—while overall sales and e-commerce are surging, brick-and-mortar sales appear to be declining. This raises a fundamental question: are retailers measuring success correctly in a world where digital and physical channels are deeply intertwined and taking the bold action they must. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

A round-up of the main headlines in Sweden on March 3rd 2026. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio. Presenter/producer Dave Russell

Dr. Carla Finkielstein is an Associate Professor of Biological Sciences within the Biocomplexity Institute of Virginia Tech. She is also Director of the Integrated Cellular Response Laboratory at Virginia Tech, a Member of the Executive Committee of the Susan G. Komen Blue Ridge Board, and past member of the Board of Directors of the Virginia Breast Cancer Foundation. Carla is interested in understanding the mechanisms cells use to measure time to regulate cell division. She hypothesizes that cancer may occur when the clocks within cells signal to the cell to divide too frequently. Carla's goal is to understand how this process occurs so that we can fix the issue, detect the problem early to provide treatment, or prevent it from happening. Outside of science, Carla's favorite hobby is cooking. She loves making new and creative dishes that bring together different colors, flavors, and taste profiles. Cooking is relaxing for her, and it's fun to share dishes she creates with her friends and family. In addition, Carla enjoys reading a wide variety of books about history. Carla received her B.S. and Ph.D. both in Molecular Biology from the University of Buenos Aires in Argentina. Afterwards, she worked as a Research Associate at the Howard Hughes Medical Institute at the University of Colorado Health Sciences Center. Carla then conducted further postdoctoral research at the University of Colorado Health Sciences Center before joining the faculty at Virginia Tech. Carla has been recognized for her research accomplishments with the L. Chely Award for Best PhD Thesis, a Howard Hughes Institute Fellowship for Research, an American Heart Association Postdoctoral Fellowship, the Karin Noss Scholarship for Research Advocacy in Breast Cancer, the Susan G. Komen Award for Junior Investigators, and a National Science Foundation CAREER Award. In our interview Carla shared more about her life and science.

Plus: Gulf states face Iranian counter attacks, upsetting their image of safety. And U.S. forces used Anthropic's AI to coordinate strikes in Iran, defying a White House order to stop working with the company. Daniel Bach hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stewart Alsop sits down with Ulises Martins on the Crazy Wisdom podcast to explore how artificial intelligence is fundamentally disrupting professional careers, labor markets, and the pace of human adaptation itself. They discuss everything from Dario Amodei's concept of "technological adolescence" to the possibility that we're approaching a point where AI advancement accelerates beyond our ability to keep up, touching on topics ranging from the economics of software development and the future of warfare to generational differences in how people will respond to AI-driven change. Martins emphasizes that while we may not be able to predict exactly what's coming, we need to dramatically increase our efforts to learn and adapt—potentially doubling the time we invest in understanding AI—because this isn't optional change, it's disruption happening at an unprecedented speed. Connect with Ulises on Linkedin to follow his work in AI and generative technology.Timestamps00:00 — Stewart introduces Ulysses Martins, framing the conversation around accelerationism and the future of work.05:00 — Ulises uses the parent-child analogy to argue humans will no longer play the dominant role as AI surpasses us.10:00 — Both agree learning AI is non-negotiable, urging listeners to double their investment in staying current.15:00 — Discussion shifts to software as media, the collapsing cost of building products, and the risk of big players like Anthropic making your idea obsolete overnight.20:00 — Ulises raises ecology vs. cosmic ambition, questioning whether humanity should aim for civilizational-scale goals like the Dyson sphere.25:00 — Stewart's ESP32 hardware project illustrates AI's current blind spots beyond software, while both predict physical-world AI will arrive as a byproduct of bigger industrial goals.30:00 — Tesla's birthplace in Croatia sparks a reflection on human genius as luck versus deliberate investment, invoking the Apollo program as a model.35:00 — The US-China AI race is compared to the Cold War Space Race, with interdependency acting as a brake on outright conflict.40:00 — Drone warfare and AI reframe military power, making troop size irrelevant and potentially reducing total war.45:00 — Agile methodology and generational shifts are linked, asking how Gen Z's values will shape the AI era globally.50:00 — Argentine vs. American Zoomers are contrasted, with millennial expectations versus Gen Z's pragmatism explored.55:00 — Ulises closes urging everyone to enjoy the ride, taking the infinite stream of change one episode at a time.Key Insights1. The Death of Traditional Career Paths: The concept of professional careers as we know them—starting as a junior and progressively advancing—is becoming obsolete due to AI's rapid advancement. This applies far beyond just software and SaaS companies, extending to all industries as robots and AI systems gain capabilities that fundamentally disrupt labor markets. The question isn't whether we'll adapt, but whether humans can adapt fast enough to keep pace with exponential technological change.2. The Acceleration Imperative: People must dramatically increase their investment in learning about AI immediately. Whatever time you were previously dedicating to staying current with technology needs to be doubled or tripled. This isn't optional—it's comparable to the necessity of basic education. Unlike previous technological transitions where you had years to learn new frameworks or tools, the current pace demands immediate, intensive engagement or you risk becoming irrelevant.3. Software as Media and the Collapse of Development Economics: Software has become media—easily reproducible and increasingly commoditized through AI assistance. The fundamental economics of software development are collapsing because if building software requires dramatically fewer development hours, the value and price of that software must necessarily decrease. Entrepreneurs need a new evaluation framework that assesses the risk of their ideas being replicated by AI or absorbed by major players like Anthropic or OpenAI.4. The Parent-Child Analogy for AI Development: Humanity's relationship with AI will inevitably mirror that of parents with increasingly capable children. Initially, we understand and control what AI does, but as it advances, it will surpass human capabilities in most domains. Just as parents cannot control fully grown adult children who exceed their abilities, humans will need to reconcile with creating something superior to ourselves. Attempting to permanently control such systems may be both impossible and potentially pathologic.5. The Kardashev Scale and Civilizational Ambitions: AI represents a civilizational-level technology that should redirect humanity toward grander goals like capturing stellar energy through Dyson spheres and expanding beyond our solar system. The competition between China and the United States over AI mirrors the Apollo program's space race but with higher stakes—potentially making traditional concepts like money less relevant if we successfully crack general intelligence. This requires thinking beyond planetary constraints.6. The Changing Nature of Warfare and Geopolitics: AI and autonomous weapons systems are fundamentally changing warfare by making human soldiers less relevant, similar to how nuclear weapons reduced the importance of conventional military force. This shift may actually reduce bloody civilian casualties in conflicts between major powers, as drone warfare and AI-driven systems create new equilibriums. The geopolitical map may fracture into more sovereign states and city-states as centralized control becomes less effective.7. Generational Adaptation and Unpredictability: Different generations will respond uniquely to AI disruption based on their values and experiences. Generation Z, having grown up during the pandemic without traditional expectations, may adapt differently than millennials who experienced unmet expectations. However, we must remain humble about our predictive abilities—we're not good at forecasting technological change or its timing. The best approach is maintaining openness, trying to understand developments as they unfold, and accepting that we cannot consume all information in an era of unlimited AI-generated content.

Jackie Wilke discusses how artificial intelligence is being leveraged by financial professionals to improve productivity and “level up” the client experience.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

Israel has launched a new wave of strikes on Tehran after killing Iran's supreme leader and leaving the Islamic Republic grappling to rebuild its leadership. The U.S. and Israeli strikes, and Iranian retaliation, have sent shockwaves through sectors from shipping to air travel to oil. Inside Iran, some grieved for Khamenei while others have celebrated his death. Protests against the military action have also erupted across Pakistan and Iraq. Follow the ⁠latest developments in Iran live⁠ by subscribing to Reuters. Listen to the latest On Assignment podcast: ⁠⁠Mexico vs. the cartels⁠ Listen to the Morning Bid podcast ⁠⁠⁠here⁠⁠⁠. Sign up for the Reuters Econ World newsletter ⁠⁠⁠here⁠⁠⁠. Listen to the Reuters Econ World podcast ⁠⁠⁠here⁠⁠⁠. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

This is The Zone of Disruption! This is the I AM RAPAPORT: STEREO PODCAST! His name is Michael Rapaport aka The Gringo Mandingo aka aka The People's Pickle aka The Jewish Brad Pitt aka Captain Colitis aka The Disruptive Warrior aka Mayor Rapaport 2029 and he is here to discuss: NYC Blizzard Boom Zoron The Moron's Shoveling Plan USA Hockey Gold Medal Teams Madness In Mexico NBA Slugfests BAFTA Controversy & a whole lotta mo'. This episode is not to be missed! CaptainPicks To Win In Sports Betting: https://www.winible.com/checkout/1357777109057032537?store_url=/captainpicks&c=kickoff Rate & Review on Apple Podcasts or Spotify Send questions & concerns to: iamrapaportpodcast@gmail.com Subscribe to Rapaport's Reality Feeds: iHeartRadio: https://www.iheart.com/podcast/867-rapaports-reality-with-keb-171162927/ Apple Podcasts: https://podcasts.apple.com/us/podcast/rapaports-reality-with-kebe-michael-rapaport/id1744160673 Spotify: https://open.spotify.com/show/3a9ArixCtWRhfpfo1Tz7MR Pandora: https://www.pandora.com/podcast/rapaports-reality-with-kebe-michael-rapaport/PC:1001087456 Amazon Music: https://music.amazon.com/podcasts/a776919e-ad8c-4b4b-90c6-f28e41fe1d40/rapaports-reality-with-kebe-michael-rapaport Stand Up Comedy Tickets on sale at: MichaelRapaportComedy.com If you are interested in NCAA, MLB, NBA, NFL & UFC Picks/Parlays Follow @CaptainPicksWins on Instagram & subscribe to packages at www.CaptainPicks.com www.dbpodcasts.com Produced by DBPodcasts.comFollow @dbpodcasts, @iamrapaport, @michaelrapaport on TikTok, Twitter & InstagramMusic by Jansport J (Follow @JansportJ) www.JansportJMusic.comSee omnystudio.com/listener for privacy information.

Judy Dempsey of the Carnegie Endowment for International Peace and Thaddeus McCotter of American Greatnessdiscuss the upcoming State of the Union, questioning the administration's economic messaging and the looming societal disruptions caused by AI displacing white-collar workers. 4.1953