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Après vous avoir montré pourquoi le S&P 500 pourrait défier la gravité, Thomas Veillet (Morningbull) bascule du côté obscur. Dans cette vidéo sans filtre, on analyse les 10 grenades dégoupillées qui menacent de faire imploser les marchés en 2026. Entre une dette américaine à 39 000 milliards, le retour de bâton de l'inflation et le "moment Dotcom" de l'IA, le château de cartes est-il sur le point de s'écrouler ? ⚠️ ATTENTION : Cette vidéo n'est pas là pour vous faire peur, mais pour vous donner un plan de sortie. En bourse, le risque zéro n'existe pas, et la complaisance est votre pire ennemie L'ombre du Bear Market : Le silence avant l'avalanche, la dette US : Le mur des 38 500 milliards, le Boomerang de l'inflation (Tarifs douaniers), la Bulle de l'IA : L'heure des comptes.. Et plein d'autre nouvelles réjouissantes et des Black Swans dans tous les sens...
In the time since we set up our tumblr someone has already screenshotted it to call us "stupid incels" and blocked us. This will of course only make us stronger. We also finally get into a much needed discussion of one of George's obsessions: how EXACTLY are nipples measured? Plus: Purge Wedding! Chapters: ADWD Jaime I, Jon X Outro music: Bless the Telephone by Labi Siffre
In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein's book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculation, and apply those lessons to avoid future manias. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:33 - Why stock options often misalign executives and long-term shareholders 00:08:51 - How financial engineering was abused in the 1990s market boom 00:12:45 - How distorted incentives fueled the dot-com bubble 00:27:51 - Why revolutionary technologies don't guarantee successful investments 00:31:47 - The role Wall Street analysts and the media played in amplifying speculation 00:39:19 - How Enron's deception exposed systemic failures in governance and oversight 01:11:34 - Clay's lessons for avoiding hype-driven bubbles in the future Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Roger Lowenstein's book: Origins of the Crash. Mentioned Episode TIP693: The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck. Follow Clay on LinkedIn & X. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Onramp Amazon Ads Alexa+ Shopify Vanta Public.com - see the full disclaimer here. Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
This week, we discuss whether 2025 is crypto's dot-com moment. We deep dive into how to allocate capital as crypto and fintech continue to merge, crypto's token-vs-equity dilemma, Coinbase's recent product releases, who wins the stablecoin race and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- Timestamps: (00:00) Introduction (04:06) Is 2025 Crypto's Dot Com Moment? (13:12) Crypto's Token vs Equity Dilemma (28:30) Ads (VanEck, Uniswap) (30:12) Coinbase's Product Releases (35:25) Who Wins The Stablecoin Race? (46:58) Vaults (56:50) Content of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
In this live episode of Life at Liberty during the 2025 Liberty Festival, Dan Steers and Tik Maynard gets into conversations that somehow manages to be equal parts actual horsemanship and absolute chaos (in the best way). Between dad jokes, Aussie/Canadian banter, and a legendary story about Dan James, they dig into what it really looks like to invest in your own learning, whether that's training chickens to understand reinforcement, preparing for Road to the Horse, or simply figuring out how to be a better student without letting ego run the show. It's funny, honest, and unexpectedly practical. Highlights: The live Liberty Festival vibe: banter, audience energy, and “we might not be the best, but we're the funnest” Tik's path through Pony Club, mounted games, and how it shaped his horsemanship foundation What Tik learned preparing for (and winning) Road to the Horse - twice The “Chicken Training Camp” story… and why it actually matters for training horses A real discussion on investing in yourself, avoiding burnout, and staying inspired What makes a good student—and how to choose clinics that actually help you grow Key Moments: 00:00:36 The unicorn joke opener and immediate chaos00:04:32 Dan James running late + the Pony Club origin story00:12:44 Tik's background: Pony Club, mounted games, and early competition00:17:56 Road to the Horse: what actually changed for Tik00:18:55 Chicken Training Camp + rate of reinforcement explained00:28:34 The real cost of investing in yourself (time, money, family)00:32:11 Confidence, criticism, and following the “inner flame”00:40:10 What's next for Tik: family, Greece, eventing goals, and writing00:44:50 Why great horsemen still take lessons + collaboration culture shift00:47:05 What makes a good student (homework, trust, and setting yourself up well)00:55:43 “Dotcom” story: the original catfish incident and how it shaped Dan James' path01:04:38 Wrap-up + Liberty Festival gratitude Summaries: 00:00:36 The unicorn joke opener and immediate chaosTik Maynard opens with a joke and the tone is set instantly: this episode is going to be fun, unfiltered, and very live. The banter establishes the dynamic between Dan and Tik right away. 00:04:32 Dan James running late + the Pony Club origin storyDan Steers roasts Dan James for being late (as tradition demands), then launches into stories about Dan's early horse days and how “Dan James time” became a very real thing. 00:12:44 Tik's background: Pony Club, mounted games, and early competitionTik shares his upbringing in Vancouver's horse scene, where arena work was the norm. He explains how Pony Club and mounted games shaped his foundations, focus, and sense of purpose with horses. 00:17:56 Road to the Horse: what actually changed for TikTik breaks down what winning Road to the Horse did and didn't change. Biggest impact: how much he learned during preparation and the increase in clinic requests, more than a total business shift. 00:18:55 Chicken Training Camp + rate of reinforcement explainedYes, it's real. Tik explains how training chickens taught him learning theory fundamentals, especially rate of reinforcement, and how that translates directly into pressure/release timing with horses. 00:28:34 The real cost of investing in yourself (time, money, family)They get serious about what it takes to commit to big goals when you've got a family, bills, and a business. Tik shares the conversation with his wife and why long-term growth still mattered. 00:32:11 Confidence, criticism, and following the “inner flame”Tik talks about competition pressure, mistakes in front of an audience, and choosing to keep going anyway. Key message: protect that internal drive and don't let social media critics steer your path. 00:40:10 What's next for Tik: family, Greece, eventing goals, and writingTik lays out what he's working toward, time with his kids, a long-awaited vacation, building an event horse, using Tomcat as a “learning horse,” and writing his next book (including more liberty). 00:44:50 Why great horsemen still take lessons + collaboration culture shiftThey talk about how modern horsemanship has become more collaborative and why the best trainers keep learning. Tik shares his weekly lesson routine and how being coached keeps him sharp and inspired. 00:47:05 What makes a good student (homework, trust, and setting yourself up well)Tik gives a practical blueprint: do your homework before you sign up, commit fully once you're there, and choose clinicians based on what you/your horse need right now, not ego or hype. 00:55:43 “Dotcom” story: the original catfish incidentDan Steers tells the legendary story behind Dan James' nickname “Dotcom”, an early-internet catfish situation that somehow leads to Dan learning from top horse people in Texas. Wild, funny, and oddly meaningful. 01:04:38 Wrap-up + Liberty Festival gratitudeThey close by circling back to the Liberty Festival community, why humor belongs in education, and how the weekend re-inspired Tik. Dan Steers signs off in classic Double Dan style: fun first, ego last.
Andy Villamarzo of Rivals.com joins Larry Blustein to discuss all the latest news in high school football in South Florida.
Jim Lanzone (CEO of Yahoo, former CEO of Tinder & CBS Interactive) joins Dan Nathan to pull back the curtain on one of the most fascinating turnaround stories in tech history. With 90% reach across the US internet and profitability that would make most public companies jealous, Jim explains why Yahoo is quietly dominating while the world isn't looking. They discuss the "original sin" deal in 2000 where Yahoo accidentally helped build the Google monopoly, the similarities between the Dot Com crash and today's AI boom, and the exact playbook Apollo is using to revitalize the brand for a potential IPO. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Follow Gerald Celente on X: https://x.com/geraldcelente Follow Gerald Celente on Facebook: https://www.facebook.com/profile.php?id=61572667394552 Follow Gerald Celente on Instagram: https://www.instagram.com/trndsjrnl/ Follow Gerald Celente on Gab: http://gab.com/geraldcelente Substack: https://Trendsinthenews.substack.com TikTok: / trends.journal Follow Gerald Celente on Bluesky: https://bsky.app/profile/trendsjournal.bsky.social Follow Gerald Celente on Threads: https://www.threads.com/@trndsjrnl Follow Gerald Celente on Truth: https://truthsocial.com/@TrendsJournal Follow Gerald Celente on Reddit: https://www.reddit.com/user/Trends-Journal/ Copyright © 2025 Trends Research Institute. All rights reserved.
Chuck Zodda and Paul Lane discuss China's access to powerful Nvidia chips comes at a 'critical moment.' China's DeepSeek uses banned Nvidia chips. Why the AI boom is not like the dot com boom. 53% of investors with RMDs for 2025 still haven't taken it. Instacart is finding themselves in hot water over same store pricing. Could SpaceX launch the highest IPO ever in 2026?
Tekoäly kuplassa | Tolvanen Savolainen | #neuvottelija 364. Keskustelussa surffataan tekoälykuplan aallon harjalla. Tekoälystä keskustelu ja siihen sijoittaminen muistuttaa vuoden 2000 tekno- ja dotcom-kuplaa. Ville Tolvanen perusti vuosikymmen sen puhkeamisen jälkeen Digitalist-liikkeen ja Timo Savolainen on ollut Samin kanssa Agentics Finlandin nousussa mukana. Keitä tekoälyaalto upottaa ja nostaa?00:00 Ville Tolvanen ja Timo Savolainen studiossa01:30 Digitalist-liikkeen synty Dotcom-kupla ja rinnastus tämän päivän AI-euforiaan02:53 Radiolinjan aikakausi mobiilipalvelut ja Dotcom-romahduksen opit04:16 Internet-talvi Suomessa 2000-luvun alussa ja yhtäläisyydet vuoteen 202505:39 Digitaalist liike Applen vastakulttuuri ja digitalisaation hidas omaksuminen07:02 Suomalaisten skeptisyys verkkokauppaan ja 10 vuoden murros kohti online-myyntiä08:25 Savolaisen lapsuus lankapuhelimet modeemit ja arjen teknologinen murros09:48 Säynätsalon luova tuho kolme kauppaa kahdesta pankista yhteen jäljelle jäänyt palvelu11:11 Agentics-verkostot Digitalistin perintö ja ekosysteemiajattelu12:34 Miten tekoälyä käytetään koodaukseen sijoittamiseen oppimiseen ja selaimen agenttisuuteen13:57 Timo Savolaisen ei kysy käytätkö tekoälyä vaan miksi et käytä15:20 Ville Tolvasen käyttötavat terveysdata self-help sijoitukset ja viikkoraportit16:43 Gemini vs ChatGPT kokemuksia ja teknologisen kehityksen nopeutuminen18:06 AI-kupla keskustelu Nvidian Palantirin arvostukset ja poistokäytännöt19:29 Kolme nopean läpimurron aluetta sijoittaminen koodaus ja konsultoinnin uusi aikakausi20:52 ICT-konsulttien roolin muutos ostamisen vaikeus ja AI-yritykseksi julistautuminen22:15 Y2K vs 2030K tekninen päivitys vs ajattelun murros ja tekoälyn neljäs aalto23:38 Teknologia-aaltojen tiivistyminen ATK → ICT → digitalisaatio → AI aikakausi25:01 Gemini-pelit demot lennosta renderöinti ja uuden sukupolven käyttöliittymät26:24 Palantir analyysi deep data konsultointi turvallisuus ja liiketoimintamallit27:47 Microsoft OpenAI omistukset arvostukset ja strateginen asema ekosysteemissä29:10 Teknologian monetisointi hidas omaksuminen ja sektorien vastustus30:33 AI terveydenhuollossa mahdollisuus AI-assistenttiin lääkärin tukena31:56 Sähköautot esimerkkinä hitaasta murroksesta ja analogia tekoälyn käyttöönottoon33:19 Delete Delegate Do -mallin muuttaminen tekoälyagenttien ohjauslogiikaksi34:42 Yksilötason tekoälyosaamisen merkitys Super Me ajatus ja uuden työn synty36:05 Agenttinen valtio Ukraina Viro ja julkisen sektorin seuraavan aallon esimerkit37:28 Julkisen sektorin muutoshaluttomuus vs innovaatiopakko ja kriisien tuoma kehityspaine38:51 Nest AI Tesi Peter Sarlin ja suomalaisen pääoman rooli tekoälyaallon nostamisessa40:14 Suomalainen mindset nälän puute ja tarve uudenlaiselle teknologiaoptimismille41:37 Yksilöiden AI-roolien kartoitus AI-pankkiiri AI-kalastaja AI-opettaja mallit43:00 Tarve kertoa tarinoita AI-ammattilaisista inspiraation ja oppimisen kiihdyttämiseksi44:23 Samin monipaikkaisuus ja oman agenttisen task manager -sovelluksen synty45:46 Tekoälyn merkitys tuottavuudelle projektityön ja tietotyön murroksessa47:09 Passiivisista työkaluista aktiivisiin agentteihin Pera-esimerkki johtoryhmässä48:32 Digiloikan myytti teknologian käyttöönottamisen lineaarinen todellisuus49:55 Tekoälytransformaation erityisyys työkaluista prosessitasolle ja kulttuurimuutokseen51:18 Tietotyön katoaminen agenttien myötä uusi työnjako ja osaamistarpeiden muutos54:04 Tolvasen kritiikki AI-etiikkakeskustelun vääristä painotuksista55:27 Nuorten mielenterveys TikTok algoritmit ja teknologian arkinen vaikutus56:50 Neuvottelija-imperiumi pankkiiri mediatoimija koodari hybridiammatit#neuvottelija Sisäpiirissä keskustellaan AI-tulevaisuudesta simulaatiot kuuraketit ja villit spekulaatiotKatso Sisäpirijaksot ja tue Samiahttps://www.youtube.com/channel/UCRI34L9OtDJuZpaWicbNXzg/join#neuvottelija Sami Miettinen
Chuck Zodda and Mike Armstrong discuss global brokerages split on Fed's December rate decision. Treasury yields slide after Fed's Williams suggests Fed could cut again in December. Do comparisons to the dot com bubble hold any water? Bitcoin heads for its worst week since the crypto collapse of 2022. Paul LaMonica (Barron's) joins the show to chat about Deere and its wild ride this year.
Artificial intelligence could be the next dotcom bubble. And when it pops, it could send shockwaves through the economy. Major investors are already issuing warnings, and the stock market is now beginning to feel the effects.We'll discuss this topic and others in this episode of Crossroads.Views expressed in this video are opinions of the host and guests, and do not necessarily reflect the views of The Epoch Times.
Follow Gerald Celente on X: https://x.com/geraldcelente Follow Gerald Celente on Facebook: https://www.facebook.com/profile.php?id=61572667394552 Follow Gerald Celente on Instagram: https://www.instagram.com/trndsjrnl/ Follow Gerald Celente on Gab: http://gab.com/geraldcelente Substack: https://Trendsinthenews.substack.com TikTok: / trends.journal Follow Gerald Celente on Bluesky: https://bsky.app/profile/trendsjournal.bsky.social Follow Gerald Celente on Threads: https://www.threads.com/@trndsjrnl Follow Gerald Celente on Truth: https://truthsocial.com/@TrendsJournal Follow Gerald Celente on Reddit: https://www.reddit.com/user/Trends-Journal/ Copyright © 2025 Trends Research Institute. All rights reserved.
Mawano founded Dot Com Zambia, a major technology company in Zambia that offers e-commerce, digital payment, and e-toll solutions. Under his leadership, Dot Com Zambia has built systems for online shopping, bus-ticketing (Bus Tickets Zambia), and other digital infrastructure.Watch the video of this episode on our youtube channel, That Zed Podcast.
Mawano founded Dot Com Zambia, a major technology company in Zambia that offers e-commerce, digital payment, and e-toll solutions. Under his leadership, Dot Com Zambia has built systems for online shopping, bus-ticketing (Bus Tickets Zambia), and other digital infrastructure.Watch the video of this episode on our youtube channel, That Zed Podcast.
“Predictions are hard,” Yogi Berra once quipped, “especially about the future”. Yes they are. But in today's AI boom/bubble, how exactly can we predict the future? According to Silicon Valley venture capitalist Aman Verjee, access to the future lies in the past. In his new book, A Brief History of Financial Bubbles, Verjee looks at history - particularly the 17th century Dutch tulip mania and the railway mania of 19th century England - to make sense of today's tech economics. So what does history teach us about the current AI exuberance: boom or bubble? The Stanford and Harvard-educated Verjee, a member of the PayPal Mafia who wrote the company's first business plan with Peter Thiel, and who now runs his own venture fund, brings both historical perspective and insider experience to this multi-trillion-dollar question. Today's market is overheated, the VC warns, but it's more nuanced than 1999. The MAG-7 companies are genuinely profitable, unlike the dotcom darlings. Nvidia isn't Cisco. Yet “lazy circularity” in AI deal-making and pre-seed valuations hitting $50 million suggests traditional symptoms of irrational exuberance are returning. Even Yogi Berra might predict that. * Every bubble has believers who insist “this time is different” - and sometimes they're right. Verjee argues that the 1999 dotcom bubble actually created lasting value through companies like Amazon, PayPal, and the infrastructure that powered the next two decades of growth. But the concurrent telecom bubble destroyed far more wealth through outright fraud at companies like Enron and WorldCom.* Bubbles always occur in the world's richest country during periods of unchallenged hegemony. Britain dominated globally during its 1840s railway mania. America was the sole superpower during the dotcom boom. Today's AI frenzy coincides with American technological dominance - but also with a genuine rival in China, making this bubble fundamentally different from its predecessors.* The current market shows dangerous signs but isn't 1999. Unlike the dotcom era when 99% of fiber optic cable laid was “dark” (unused), Nvidia could double GPU production and still sell every chip. The MAG-7 trade at 27-29 times earnings versus the S&P 500's 70x multiple in 2000. Real profitability matters - but $50 million pre-seed valuations and circular revenue deals between AI companies echo familiar patterns of excess.* Government intervention in markets rarely ends well. Verjee warns against America adopting an industrial policy of “picking winners” - pointing to Japan's 1980s bubble as a cautionary tale. Thirty-five years after its collapse, Japan's GDP per capita remains unchanged. OpenAI is not too big to fail, and shouldn't be treated as such.* Immigration fuels American innovation - full stop. When anti-H1B voices argue for restricting skilled immigration, Verjee points to the counter-evidence: Elon Musk, Sergey Brin, Sundar Pichai, Satya Nadella, Max Levchin, and himself - all H1B visa holders who created millions of American jobs and trillions in shareholder value. Closing that pipeline would be economically suicidal.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe
In this episode of SparX, Mukesh Bansal sits down with Sanjeev Bikhchandani, founder of Info Edge (Naukri.com), the man who quietly built the foundation of India's internet economy.From bootstrapping Naukri for 10 years without a salary to backing iconic startups like Zomato and Policybazaar, Sanjeev's story is a masterclass in patience, conviction, and timing. He reflects on his early dreams of entrepreneurship in the 1970s, quitting his stable job in the 80s for independence, surviving the dot-com bubble, and helping shape India's startup ecosystem.They talk about:How Naukri was born before the internet arrived in India.The 7 years Sanjeev lived without a salary and how he made it work.Missing early investments in Flipkart, Ola, and Lenskart and what he learned.The mental models around luck, timing, and persistence.Why India still hasn't built trillion-dollar tech companies and how that could change.His hopes for India's next wave of startups in AI, deep tech, and IP creation.Sanjeev also opens up about his personal evolution from a restless 25-year-old marketer selling Horlicks to one of India's most respected entrepreneurs and investors.If you want to understand the real DNA of Indian entrepreneurship, this conversation is a rare glimpse into the mind of the man who started it all.Chapters:00:00 – 01:18 Introduction01:19 – 03:38 Missing Flipkart, Myntra & Ola03:39 – 10:10 The JRD Tata Moment10:11 – 17:36 Early Career & Struggles17:37 – 24:08 First Startup Experiments24:09 – 30:09 How Naukri Was Born30:10 – 41:44 Dotcom boom & crazy valuations41:45 – 44:14 The Role of Luck44:15 – 51:27 Betting Early on India's Unicorns51:28 – 54:09 What He Seeks in Founders54:10 – 1:03:03 Can India Build Trillion-Dollar Tech Giants?1:03:04 – 1:10:22 Career Advice from Sanjeev
Mike Armstrong and Paul Lane discuss investors dumping tech shares as shutdown relief evaporates. What is going to shift sentiment back in the positive direction? Are we headed for a repeat of the dot com era? Markets no longer view the December rate cut as a sure bet, with Fed officials casting doubts. Walmart CEO Doug McMillon to retire in January after nearly 12 years leading retailer. U.S. to cut tariffs on bananas, coffee and other goods from four countries. Nearly 900,000 new homeowners are underwater on their mortgages, signaling a troubling shift in the housing market. Amazon and Microsoft back effort that would restrict Nvidia's exports to China.
I future di Wall Street sono in calo: il sollievo per la fine dello shutdown ha definitivamente lasciato il posto alle preoccupazioni per le elevate valutazioni del settore AI. Il sell-off dei titoli tecnologici sembra destinato a proseguire, dopo che gli indici statunitensi hanno registrato i maggiori cali in un mese.Siamo davvero vicini allo scoppio della bolla dell'intelligenza artificiale? Lo abbiamo chiesto a Filippo Diodovich Senior analist di IG
Een derde van de waarde is verloren gegaan sinds de piek van het aandeel Oracle in september. Toen explodeerde de koers nog na een deal met OpenAI. Dat ging voor 300 miljard dollar aan clouddiensten afnemen, en daar waren beleggers nogal blij mee. Maar in de afgelopen weken lijken ze van gedachten veranderd. Er is wat twijfel geweest over de hoge waarderingen van techaandelen, er is wat gesnoeid in die waarderingen ook. En Oracle komt er niet best uit: die daalt het hardst van allemaal. Zijn ze de enige, of de eerste die het te verduren krijgen? Het antwoord op die vraag hoor je in deze aflevering. Verder hebben we het ook over het dubbele afscheid van de week. Warren Buffett schreef een afscheidsbrief, en de beruchte Michael Burry sluit de deuren van zijn investeringsfonds. We vertellen je welke lessen je van deze 2 gurus moet onthouden. Je hoort over de eerste kwartaalcijfers van CVC Capital sinds hun intrede in de AEX. Die eerste paar maanden zijn niet fantastisch geweest. Het aandeel lijkt dit jaar alleen maar te kunnen verliezen. Terwijl CVC zelf juist nog nooit zo veel geld binnenharkte. En we hebben ook nog twee sappige verhalen voor je. Want twee grote klanten van Nvidia blijken keihard te lobbyen voor wetgeving die Nvidia liever niet van kracht ziet worden. En bij Aston Martin blijkt de bestuursvoorzitter op eigen houtje gesprekken te voeren om het bedrijf van de beurs te laten halen.See omnystudio.com/listener for privacy information.
Bitcoin has fallen sharply, dropping under $100,000 per bitcoin to hit its lowest level since May—and fueling fears a bitcoin price crash nightmare could be coming true.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor: BTCC00:45 Extreme Fear01:15 Shutdown stats02:20 Government Officially open04:30 Manipulation?05:00 XRP ETF goes live06:10 Predictions08:30 Solana ETF performance09:00 Rate cut rug pull10:00 Death cross = cycle over?10:30 Michael Burry done11:00 Andre Jikh: investors vs AI13:00 Dotcom vs now15:00 The new investor16:00 Are Institutions betting too big on ETH?17:30 Uniswap = ICOs18:00 Tax refunds on Avalanche18:50 Charts19:40 Outro#XRP #Bitcoin #Ethereum~XRP ETF Launches with Extreme Fear!
The Dot-Com Bubble looked like a disaster—but this video shows how the 1990s Internet boom and the 2000 crash (Netscape, Pets.com, Amazon) built today's web through massive fiber-optic overbuild and hard-won lessons. Invest in yourself today: https://www.alux.app We put together a FREE Reading List of the 100 Books that helped us get rich: https://www.alux.com/100books
Phil Rosen of Opening Bell Daily joins Inside the ICE House to unpack the forces driving the U.S. labor market slowdown. He explains how Fed rate hikes, the post-pandemic hiring reversal, and AI adoption are reshaping employment trends. While AI often gets the blame, Phil notes it's just one piece of a larger economic shift. He also shares why today's AI boom differs from the dot-com era and how younger investors continue to see market pullbacks as buying opportunities.
Is Artificial Intelligence the next great revolution, or the next big bubble?In this episode, I break down the striking parallels between today's AI boom and the dot-com bubble of the late 90s, when trillions were invested in internet startups that never turned a profit. Just like back then, we're seeing money pour into companies with big ideas, lofty promises, and no clear business models.I'm not anti-AI, I believe it will reshape our world. But we have to separate hype from history and understand what truly drives lasting innovation and value.In this episode, you'll learn:- How the current AI craze mirrors the dot-com era—and what's different this time- Why most AI startups won't survive the next few years- What makes a company or investor resilient when the hype fadesLike this episode? Leave a review here: https://ratethispodcast.com/commondenominator:
What does the 1929 crash teach us about now? Is the AI boom as dangerous as the Great Crash? If it goes pop, what will we be left with? Robert speaks to Andrew Ross Sorkin, New York Times columnist and author of 1929. Get started today at https://www.HubSpot.com For investing, savings, and pensions, the smart money's with Wealthify. Open your account today at https://www.wealthify.com. Wealthify is authorised and regulated by the Financial Conduct Authority. With investing, your capital is at risk. Tax treatments depend on individual circumstances and may change in future. Email: restismoney@gmail.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMoney https://goalhanger.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Want to Practice Speaking Tagalog? Hire a Tagalog Conversation Tutor here http://LearnTagalogFilipino.com or Join our community Https://patreon.com/learntagalogfilipino And get access to all the lessons plus regular free online Google meet conversational Tagalog lessons #learntagalog #tagaloglessons #learntagalogfilipino #filipino #tagalog #learnfilipino #learnfilipinowords #tagalogwords #filipinowords#tagaloglanguage #filipinolanguage#filipino #tagalog#tagalogvocabulary #flipinovocabularyIf You Want to Practice Speaking Tagalog? Hire a Tagalog Conversation Tutor here: https://www.patreon.com/posts/120741420
Join DJ, Rob and Jason every week as they give their "Mindless" takes on Pro Wrestling and much, much more!Chairshot Radio NetworkLaunched in 2017, the Chairshot Radio Network presents you with the best in sports, entertainment, and sports entertainment. Wrestling and wrestling crossover podcasts + the most interesting content + the most engaging hosts = the most entertaining podcasts you'll find! MONDAY - Bandwagon Nerds (entertainment & popular culture)TUESDAY - 4 Corners Podcast (sports)WEDNESDAY - The Greg DeMarco Show (wrestling) THURSDAY - POD is WARFRIDAY - DWI Podcast (Drunk Wrestling Intellect)SATURDAY - The Mindless Wrestling PodcastSUNDAY - Keeping the news ridiculous... The Oddity / The Front and Center Sports Podcast CHAIRSHOT RADIO NETWORK PODCAST SPECIALSAttitude Of Aggression Podcast & The Big Five Project (chronologically exploring WWE's PPV/PLE history)TheChairshot.com PRESENTS...IMMEDIATE POST WWE PLE REACTIONS w/ DJ(Mindless), Tunney(DWI) & FriendsPatrick O'Dowd's 5X5 Chairshot Radio NetworkYour home for the hardest hitting podcasts... Sports, Entertainment and Sports Entertainment!All Shows On DemandListen on your favorite platform!Support this podcast at — https://redcircle.com/chairshot-radio-network/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Radical dude! On this week's episode we dive in to the world of crooked IPOs, the birth of retail investing, and explore the second most famous stock market crash in recent history. Edited and thumbnail by Noah JOIN US ON PATREON FOR EARLY EPISODE RELEASES, BONUS CONTENT, AND MORE: www.patreon.com/desperateactsofcapitalism BIG THINGS ARE COMING Sources: https://companiesmarketcap.com/cisco/stock-price-history/ https://www.youtube.com/watch?v=TnazfW1T-ks https://archive.org/details/digitalphoenixwh00abra
The “Shiller PE Ratio” is at its highest level since November of 1999. That was at the peak of the online gold rush right before the dot com bubble burst in 2000. Today on the show, we learn what the Shiller PE Ratio is, how it works and whether we should be worried that it's relatively high right now.Related episodes: What's a Bubble?Zombie 2nd mortgages are coming to life, threatening thousands of Americans' homesFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Tyler Jones. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Is the AI boom just a bubble or the start of something bigger? Host Merryn Somerset Webb sits down with Rob Arnott, founder and chairman of the board of Research Affiliates, to compare artificial intelligence mania with the dot-com era, unpack sky-high valuations and market concentration while exploring what rising competition, power constraints and Capex mean for Nvidia and the “Magnificent Seven.” Arnott shares a pragmatic playbook—fade frothy winners, favor fundamentals (including his RAFI approach) and look to small caps, the UK and emerging markets—plus candid takes on Bitcoin and holding a little gold as insurance.See omnystudio.com/listener for privacy information.
Harvard economist Jason Furman joins Kyla Scanlon and Zaid Admani to unpack the state of the U.S. economy amid missing government data, the AI-driven boom, and rising talk of socialism. They explore how much of today's growth is fueled by AI spending versus real productivity, whether a bubble burst would trigger a recession, the Fed's latest rate cuts, and why Chipotle's burritos might be a better economic indicator than GDP.
Electricity prices are the biggest economic issue in the New Jersey governor's race, which is perhaps next month's most closely watched election. Mikie Sherrill, the Democratic candidate and frontrunner, has pledged to freeze power prices for state residents after getting elected. Can she do that? On this week's episode of Shift Key, Rob talks to Skanda Amarnath, the executive director of Employ America, a center-left think tank that aims to encourage a “full-employment, robust-growth economy.” He's also a nearly lifelong NJ resident. They chat about how New Jersey got such expensive electricity, whether the nuclear construction boom is real, and what lessons nuclear companies should take from economic history.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.Mentioned: How Electricity Got So ExpensiveNew Jersey's Next Governor Probably Can't Do Much About Electricity Prices, by Matt Zeitlin for HeatmapPreviously on Shift Key: The Last Computing-Driven Electricity Demand Boom That Wasn'tMeta lays off 600 workersAmazon lays off 14,000 workers--This episode of Shift Key is sponsored by …Hydrostor is building the future of energy with Advanced Compressed Air Energy Storage. Delivering clean, reliable power with 500-megawatt facilities sited on 100 acres, Hydrostor's energy storage projects are transforming the grid and creating thousands of American jobs. Learn more at hydrostor.ca.A warmer world is here. Now what? Listen to Shocked, from the University of Chicago's Institute for Climate and Sustainable Growth, and hear journalist Amy Harder and economist Michael Greenstone share new ways of thinking about climate change and cutting-edge solutions. Find it here.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
Lesley Pyle is the Founder and CEO of HireMyMom.com, a remote job platform connecting Small Businesses with Virtual Professionals across the country since 2007. Pyle began her work from home journey in 1995 after having her first child and started her first online business in 1996. She serves on the Board of Directors for Mighty Oaks Foundation, The Texas Youth Foundation and is a contributing writer to Entrepreneur.com. She and her family reside in Texas. Tune in to hear Lesley share her story of entrepreneurship in the web-based world during the days of dial up, before remote work and women working from a home was even a thing business would hire! Connect with Lesley
Host Andrew Wilkinson joins Steve Sosnick, Scott Bauer, and Jeff Praissman to revisit the trading floors of the late '90s, unpack how speculation and innovation collide, and explore what investors can learn from history's rhyming cycles.
Marcus Benjamin, who focuses on the recruiting aspects for South Florida. He talks about how this season is flipping season due to all the coaches being fired at certain universities. You can check out more of his work on his podcast, South Florida Recruiting Reports, on YouTube
It's easy to feel confused these days.With the stock market at all-time highs, some analysts predict this bull market has a lot longer to run as the busiiness-friendly policies of the new Administration start adding tailwinds to the economy.Others see economic growth as imbalanced, at best, and worry that overall the trend for 2026 is downwards, risking recession and a material market correction.So, which is it?For guidance, we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research.David concludes the market is in a major price bubble not unlike the DotCom era, and advises investors to build/maintain liquidity within (at least) part of their portfolio in order to weather the bubble's bursting as well as to have dry powder to deploy at attractive valuations when it does.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bubble #marketcorrection #bearmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
In this episode, we're joined by serial entrepreneur and investor Terry Hsiao to explore the defining shifts that have shaped Silicon Valley from 2000 to 2025—from the dot-com boom and bust, through the rise of mobile and cloud, to today's AI-driven transformation and the restructuring of venture models. Terry's journey spans from engineer to serial founder, investor, and educator, bridging startup communities across the U.S. and Taiwan. He reflects on how each wave—from the internet era's obsession with “eyeballs,” to the mobile revolution powered by the iPhone and AWS, to the post-COVID reinvention of venture—has redefined what it means to build and invest. Beyond taking a company public, Terry now mentors founders and investors on both sides of the Pacific, offering insights on what it takes to thrive in the decade ahead. Powered by Firstory Hosting
Solo again from Costa Rica. We're soaking in the beach sun,, hiking in nature a little, and overall enjoying a slower pace than what we had in Warsaw or Prague.In this episode, I dive into the AI revolution and what investors can learn from the dot-com bubble 25 years ago. I talk about how hype and leverage repeat through history, why it's nearly impossible to know which companies will last, and why sometimes it's wiser to buy the whole haystack instead of trying to find the needle.I also discuss Ferdinand Magellan, New York's growing migrant crisis, some lie detection, and Obama's comments on the places we've spent the past two summers.
The artificial intelligence boom has sparked one of the costliest building sprees in history. By 2028, investment in chips, servers and data centers could hit nearly $3 trillion, according to Morgan Stanley. To help fund the build-out, tech companies are taking on huge amounts of debt, raising concerns of a possible bubble. On the latest episode of the Bold Names podcast, Martin Casado, a general partner at Andreessen Horowitz, who leads the firm's $1.25 billion infrastructure practice, speaks to WSJ's Christopher Mims and Tim Higgins, about whether the industry's biggest bet in decades will deliver returns. Casado explains why he is optimistic about AI and how this moment compares to the internet buildout of the 1990s. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: The Google Exec Reinventing Search in the AI Era Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Why IBM's CEO Thinks His Company Can Crack Quantum Computing How Tubi Is Coming for Netflix and YouTube in the New Streaming Wars Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter. Read Christopher Mims's Keywords column. Read Tim Higgins's column. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dan Ives—Wall Street's most colorfully dressed tech bull—shares why the AI party is just getting started. As Managing Director and Global Head of Technology Research at Wedbush Securities, Dan predicts that autonomous vehicles will be so widespread, your kids won't need driver's licenses by 2029, and, he thinks, humanoid robots will be in millions of homes. Unlike the late '90s dot-com bubble built on PowerPoint dreams and venture capital fumes, this revolution is bankrolled by tech giants sitting on mountains of cash. Ives breaks down his “AI 30” stock picks, explains why he'd rather drive a Ferrari (tech stocks) than a beat-up minivan (value stocks), and admits the one thing that keeps him up at night: China. For more, read Liz's column every Thursday at On The Money by SoFi, and follow Liz on Twitter @LizThomasStrat. Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2025 Social Finance, Inc. All Rights Reserved.
If you think something is wrong about the title of this episode, maybe think about what that says about you!!!The BIG Oh These, Those Stars of Space! 100th Episode spectacular is next week- head over to the These Those Patreon and subscribe today so you can hear it the moment it drops!Follow us on bluesky for goodness sake, it's fun! And it's probably the best way to contact us, all things considered.Special Thanks as always to Sydney and Benjamin Paul and Tyler Button, and our Big Freak Spacejamfan!This episode features additional sound design by Michaël Ghelfi. Michaël creates brilliantly crafted soundscapes and ambient tracks for all sort of productions and they make perfect accompaniment to your ttrpg home games. Find his work on YouTube, and support that good stuff on Patreon.Subscribe and Rate Rude Tales of Magic on Apple Podcasts and Spotify and leave us a review!Advertise on Rude Tales of Magic via Gumball.fm.Support the show: https://www.rudetalesofmagic.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
History rarely repeats itself, especially speculative bubbles. As it becomes increasingly obvious that today's AI bubble will dramatically burst, the real question is not when but how.What makes this boom profoundly different from the DotCom crash of the nineties is OpenAI's attempt to create an AI private monopoly by positioning itself at the center of trillions of dollars worth of self-serving “deals”. Sam Altman wants to simultaneously be the gambler, the slot machine owner, and the house. It's a gamble that is, of course, brazenly rigged: he's trying to simultaneously make OpenAI too important to fail and too well-financed to go public.That Was The Week's Keith Teare cutely describes this imperial play as “Come To Daddy.” But it's more complicated—and more dangerous. By weaving OpenAI into the heart of America's AI economy, Altman isn't just building a company; he's constructing a systemic chokepoint not just for Silicon Valley and Wall Street, but possibly for an entire global economy dependent on AI exuberance for growth. If there's a historical analogy, it's the banking crisis of 2008. The US government bailed out the banks because they were supposedly too big to fail. The same will likely happen with the coming AI crash, especially given bipartisan American hysteria over the China threat —only this time, the crisis will center on OpenAI as both the dominant cause and the primary casualty of the crash. Here history might, indeed repeat itself: privatized gains during the boom, socialized losses during the bust.Sam is dealing. Heads he wins, tails we all lose. Yes, the house always wins, especially when it is powered by OpenAI chips and wearing a ChatGPT hoodie.1. OpenAI's Platform Play Is Eliminating StartupsOpenAI's developer day introduced an agent development platform, embedded ChatGPT applications, and Sora video generation—directly competing with dozens of startups. Keith Teare observed that over half of the 58 AI companies showcased at Andreessen Horowitz the next day had lost their competitive positioning overnight. OpenAI is no longer just a product company; it's becoming a comprehensive platform that absorbs innovation opportunities across the AI landscape.2. Potential Market Dominance Raises Competition QuestionsStatistics from SQ Magazine claim OpenAI controls 88% of global AI interactions, with Anthropic at 8% and Google under 3%. While these figures require verification, such concentration would represent one of technology's most rapid consolidations and raise fundamental questions about competition and innovation in the AI sector.3. “Industrial Policy by Private Contract” Signals New State-Corporate PartnershipOpenAI's relationship with the Trump administration suggests an emerging model of state capitalism without direct government funding. The state facilitates deals between major players and benefits through future taxation and ownership stakes in certain projects. OpenAI has become strategically essential for U.S. economic competitiveness against China—suggesting that no future administration, Republican or Democrat, could allow the company to fail. This creates an implicit government backstop without traditional public investment.4. Infrastructure Funding Remains the Critical ChallengeAI requires approximately 10 gigawatts of power annually for the next decade—translating to trillions in data centers, chips, and energy costs. Recent deals involving Nvidia, AMD, and Oracle's $500 billion Stargate project are down payments, not solutions. Energy costs remain a key constraint, with nuclear and solar options still expensive relative to demand.5. The Speculative Age Concentrates WealthAndreessen Horowitz's Alec Danco describes our current “speculative age” as defined by timing and short-term positioning. Unlike previous tech booms where retail investors could buy stock, OpenAI equity remains inaccessible to most, concentrating wealth among institutional investors and insiders while speculative energy redirects into prediction markets and gambling.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe
Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and how to navigate it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Netflix in his "Best Stocks in the Market."Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The NIA boys discuss Sora, Open AI Commerce, AI Deals (AMD, xAI, Nvidia), AI vs. Dotcom Bubble, Debasement Trade & Polymarket DealTimestamps(00:00:00) - Intro(00:02:44) - Sora(00:17:51) - Open AI Commerce(00:29:55) - AI Deals (AMD, xAI, Nvidia)(00:39:58) - AI vs. Dotcom Bubble(01:01:02) - Debasement Trade (01:12:40) - Polymarket DealWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.
Bradenton Industrial Webinar-----------I'd like to invite you to learn more about an exciting opportunity located in Bradenton Florida. Bradenton is next to Sarasota for those of you who are familiar with Florida. This market has an industrial moratorium that is driving one asset class to new heights, specifically light industrial. This 35 are property, right in the middle of Bradenton has an existing Charter School on 11 of those acres and 24 acres of land that we are developing. We are hosting a webinar on Wednesday October 8 at 7PM Eastern time. This opportunity is only open to accredited investors residing in the US in compliance with SEC regulations. To learn more, click on the link in the show notes and we will see you on Wednesday evening at 7PM. --------------On today's show we are looking back in history for some of the narratives that surrounded the adoption of new technology. The year was 1999. At the time, it seemed like the internet was the answer, what's the question? Companies were spending hundreds of millions burying optical fibre anywhere they could. After all, the internet would need lots of fibre to carry all of that traffic. There was tons of investment in the core of the network to carry all of this traffic. I personally was an executive in the tech industry. I left Nortel in 1997. The next company I was at was Tundra Semiconductor. We were designing microprocessor core logic chips that were used in all kinds of applications. One of our customers was Motorola who was shipping 250,000 cellular base stations a year. These would eventually be upgraded from the GSM base station to the Edge base station and then eventually the 3G base station. Back in those days, the emphasis was on building out the core of the network.Later in my career I took progressively more senior positions in the tech industry. By 2004 I was VP of Engineering at AMCC that was headquartered in San Diego. I was also President of AMCC Canada. My company had raised about $1B in the public markets at the height of the Dotcom frenzy. As a result, we had all kinds of startup companies parading through our board room with the hopes of getting acquired by a company with a ton of cash. I learned to ask three very simple questions of every startup company. The answer to these questions revealed more than anything else. The technology, the features, the cool factor, none of it mattered. -------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the fascinating world of AI and its economic implications, exploring OpenAI's financial maneuvers and the circular economy concept. They also discuss groundbreaking advancements at the ARC Institute that are revolutionizing biology, and examine the future energy demands of AI. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn't mean we don't have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we're sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we'll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK's quick takes on what's going on in tech today.Key Points From This Episode:OpenAI's financial strategies are likened to a circular economy, involving major players like Oracle and NVIDIA.The ARC Institute is making significant strides in biology with new gene editing techniques and synthetic genomics.AI's future energy demands could surpass those of entire countries, raising questions about sustainability.The current AI boom is compared to the dot-com era, with potential for massive economic impact.Discussions on sustainable abundance highlight the need for strategic energy planning and investment.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public
Elizabeth Peek (Artificial Intelligence Investment) GUEST NAME: Elizabeth Peek #MARKETS: LIZ PEEK THE HILL. FOX NEWS AND FOX BUSINESS SUMMARY: Despite dotcom bubble fears, real money is funding AI networks, data centers, and research labs. Investments pursue AGI, a machine designed to think and outperform humans.
Julie Wainwright’s career (and personal life) is a masterclass in resilience and reinvention, having seen Pets.com collapse on the very same day her marriage ended. On this episode of She Pivots, Julie opens up about the highs of leading companies at the forefront of the dot-com boom, and the devastating lows of reaching a personal professional rock-bottom on the same day. Rather than letting failure define her, she rebuilt from the ground up, ultimately founding The RealReal and taking it public—becoming one of the few women to lead a company she created all the way to IPO. Julie reflects on what it means to move through public scrutiny, personal heartbreak, and professional betrayal, and how each so-called failure became the launchpad for her next chapter. Now, with her latest venture AHARA and her memoir Time to Get Real, she is proving once again that reinvention is not only possible but powerful. Be sure to subscribe, leave us a rating, and share with your friends if you liked this episode! She Pivots was created by host Emily Tisch Sussman to highlight women, their stories, and how their pivot became their success. To learn more about Julie, follow us on Instagram @ShePivotsThePodcast or visit shepivotsthepodcast.com.Support the show: https://www.shepivotsthepodcast.com/See omnystudio.com/listener for privacy information.
This is Alex Heath. For my final episode as your Thursday episode guest host, I recently sat down with Bret Taylor, the CEO of AI startup Sierra and the chairman of OpenAI, for a live event in San Francisco hosted by Alix Partners. Bret has worked at Google, Facebook, and Salesforce in high-level, executive roles, and he led Twitter's board during Elon Musk's takeover, so very few people have seen the tech industry up close like Bret has. Now, he's all in on AI. We covered a lot of ground in this conversation, and I hope you find Bret's perspective as fascinating as I did. Links: Ex-Salesforce co-CEO Bret Taylor's Sierra is the latest $10 billion AI startup | CNBC I talked to Sam Altman about the GPT-5 launch fiasco | Verge Sam Altman says ‘yes,' AI is in a bubble | Verge MIT study on AI profits rattles tech investors | Axios GPT-5 Pro can prove new, interesting mathematics | Sebastien Bubeck AI chatbots are ready to talk to customers. Sort of. | WSJ How is AI different than other technology waves? | Acquired Podcast Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices