Podcasts about Durability

The pros are reportedly fuelling with 120 grams of carbohydrate an hour. A new Sports Medicine paper, "Fuelled or Fooled?", asks whether the evidence supports it. For most riders, the short answer is no. We break down what the research actually shows, why anything past 90 grams an hour mostly just sits in your gut, and what to do with your own fuelling.Study: Plews DJ, Booth PD, Krieger T, Maunder E. Fuelled or Fooled? Examining the Evidence and Mechanisms Behind Ultra-High Carbohydrate Intake in Endurance Athletes. Sports Medicine. 2026. https://doi.org/10.1007/s40279-026-02462-zThis week's video - The Alcohol Trap: Why You Should Measure Your Own Limit After 40: https://youtu.be/4rXeEVf22poWant a coach reading the load that does not show up in your file? SEMIPRO Guided: https://go.semiprocycling.com/go/cce4nxDaily cycling intelligence from SEMIPRO CYCLING, produced with AI-assisted research, scripting, and synthetic voice.

On this episode of the Build Show podcast, host Matt Risinger sits down with Jim Gunn of South Pass Design Build in San Antonio, Texas — the builder behind the Build Show's live tour house. The conversation centers on the newly developed Build HD standard, a streamlined framework that builds on code to prioritize water management, air control, structural performance, and durability. Jim explains how the standard helps translate complex building science into clear expectations for trades and design decisions, from mechanical room placement to monopoly framing using Huber ZIP System sheathing. The two dig into why building to code alone isn't enough, and how thoughtful systems thinking from the design phase forward leads to homes built to last.  Huge thanks to our episode sponsor, Pella. Learn more at: https://www.pella.com/ Watch full episodes of Matt on Facebook, Instagram and Build Show Network. https://www.facebook.com/buildshownetworkhttps://www.instagram.com/risingerbuild/https://buildshownetwork.com/go/mattrisinger Don't miss a single episode of Build Show content. Sign up for our newsletter.

Hello everyone. Welcome to the latest episode of The Matchbox Podcast powered by Ignition Coach Co. I'm your host, Adam Saban, and on this week's episode we're talking about the differences between durability and recoverability, longevity in the sport, and training for really big climbs.   As always, if you like what you hear, share this with your friends and leave us a five star review and if you have any questions for the show drop us an email at matchboxpod@gmail.com or head over to ignitioncoachco.com and fill out The Matchbox Podcast listener question form.    Alight let's get into it!   For more social media content, follow along @ignitioncoachco @adamsaban6 @dizzle_dillman @dylanjawnson @kait.maddox     https://patreon.com/MatchboxPodcast?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink   https://www.youtube.com/c/DylanJohnsonCycling https://www.ignitioncoachco.com  https://www.youtube.com/@DrewDillmanChannel   Intro/ Outro music by AlexGrohl - song "King Around Here" - https://pixabay.com/music/id-15045/    The following was generated using Riverside.fm AI technologies   In this episode of the Matchbox Podcast, we explore how endurance athletes, particularly mountain bikers, can optimize durability through training, recovery, and nutrition strategies—whether aiming for multi-day stage races or just enhancing long-term riding capacity. Join us as we discuss practical coaching advice, tapering tactics, and fueling approaches tailored for mountain biking at all levels.   Timestamps: (00:00) Introduction and guest Justin McQuerry on race durability concepts (02:25) Defining durability: stage racing vs. unbound efforts (03:11) How recovery and nutrition influence performance over multiple days (04:36) Training implications for multi-day versus one-day races (05:16) Importance of mental preparedness and pacing strategy (06:42) Considering training specificity and event selection based on goals (08:09) The role of stress management and enjoying rides for longevity (09:08) Recognizing that recovery, nutrition, and training all contribute to race resilience (10:53) Appropriate pacing and mental readiness for stage races (12:13) Strategic planning around event selection and realistic preparation (13:41) Setting expectations and psychological strategies for surprising race outcomes (14:36) The value of a fun and varied training approach for long-term cycling health (15:12) Practical tips for older athletes to sustain their cycling longevity (16:20) The importance of strength training and enjoyment in maintaining cycling into old age (18:50) Managing training structure and avoiding burnout with periodic breaks (20:55) Periodization tips: balancing training load and recovery over weeks (23:20) The importance of variety in training to prevent staleness and injury (24:38) Adapting training based on specific event demands and terrain (27:00) Structuring pre-ride preparations: nutrition, riding volume, and bike fit (28:22) Training for high-altitude climbs and technical terrain (33:29) Incorporating intervals effectively in eight-week prep plans (36:32) Cycling-specific endurance strategies, including micro-bursts and sustained efforts (38:22) Technical bike setup tips for optimizing climbs and descents on enduro bikes (40:27) Nutrition strategies during long mountain bike rides and descending practice (42:15) Tapering and peaking: how to arrive fresh yet sharp for your goal ride (43:44) Final advice: the importance of feedback and continuous learning

The guys discuss Mike's last minute registration for Rockford 70.3 and the concept of jumping into a race on a whim. They go through the challenges but mostly the benefits and why he'll approach it more like a practice test than a training day. There's a lot to be said for feeling the race environment. The nerves, the speed, and the race energy. It's all waiting and it will be a great 10,000 foot view for an A-Race later in the season. Topics: Why Mike ultimately signed up The approach without a typical build and taper Pacing and racing test Durability check in Why it's a good idea to jump in late What will be the challenges Staying calm when swept up in competition Rockford's course and strategies What can be learned for Ironman later in the year Approaching the swim, bike, and run Staying under control but flirting with edges A $500 triathlon immersion seminar Mike Tarrolly - mike@c26triathlon.com Robbie Bruce - robbie@c26triathlon.com

Scott Mason talks with CJ Wilson of Doak Talk about the Jets' newest DL, Darrell Jackson! CJ discusses: -Jackson's high school career and proclamation about his future -What led Jackson to Maryland -Coming back home to plat at Florida State -Ascent in 2024 and 2025 -Durability and character -Good fit with the Jets? and much more! Check out the Play Like A Jet store and get your "Play Like A Jet" logo shirt RIGHT NOW! Hoodies, hats, mugs, etc.....also available! https://www.teepublic.com/t-shirt/19770068-play-like-a-jet-logo-shirt?store_id=717242 Learn more about your ad choices. Visit megaphone.fm/adchoices

What do shoppers actually want in 2026? Do brand vibe, culture, and ethos matter more than the clothes? Is experience-based fashion just better marketing? And what does “integrated fashion” look like when your wardrobe is built around music, sports, clubs, video games, vintage, coffee shops, and the internet?On this episode of Pair of Kings, Sol Thompson and Michael Smith break down the largest survey they've run on fashion preferences, shopping habits, and taste: 1,500+ responses on how people look for, select and justify clothing today. The duo use the season's thesis of “integrated fashion” to interrogate why brand culture matters, how shoppers decide between buying piece-by-piece vs building a full aesthetic, why brand storytelling still works, and what makes a fashion brand captivating enough to hold an audience.We get into Rick Owens, Kozaburo, Rolling Dub Trio, Lost Control cowboy boots, Undercover, Comme des Garçons, Celine, Hedi Slimane, CC41 wartime tailoring, vintage band tees, Bruce Springsteen shirts, KMFDM, Electronic Research Department / ERD, Daft Punk, and controversy-driven fashion marketing.Sol and Michael also discuss Everlane's sale to Shein, sustainability fatigue, ethical fashion, cost per wear, quality vs longevity, resale liquidity, wardrobe economics, consumer inequality, and why the modern fashion industry is selling lifestyles as much as clothing. Further, they ask what sparks the desire to buy: Honey Dijon at Coachella, Saturday Night Fever, The Batman motorcycle jackets, FKA twigs, Interplanetary Criminal, video games, old magazines, X-Files tees, Julian Carter, and archive fashion grails.Other topics include: NYC summer style, Havaianas and flip-flop discourse, Birkenstocks without socks, finance guys in Lululemon khakis and On Running shoes, Kangol hats, men's matching sets, white jeans, World Cup style, vintage soccer jerseys, Newcastle kits, Nike Total 90s, Puma Speedcats, Big Red Boots, brand pop-ups, shock drops, fashion coffee shops, Instagram style discovery, raves, punk shows, clubs, flea markets, Harajuku, Santee Alley, gay clubs, furries, online fashion communities, The Devil Wears Prada 2, whether good marketing can compensate for bad clothes. We hope you enjoy just as much as we did recording.Lots of love!Sol---Episode Tags: fashion podcast 2026, integrated fashion, fashion survey, menswear, streetwear, high fashion, archive fashion, shopping habits, brand culture, experience-based fashion, Rick Owens, Kozaburo, Everlane Shein, sustainable fashion, vintage fashion, World Cup jerseys, Nike Total 90, Puma Speedcat, Celine #fashion #fashionpodcast #rickowens #archivefashion TIMESTAMPS: 0:00 — Intro: 1,300+ Person Integrated Fashion Survey 1:09 — Sol & Michael Introduce the Episode 1:53 — New York Summer Fashion and the Style Reset 2:23 — Fit Check: Birkenstocks, Kapital Denim & Vintage Bruce Springsteen Tee 6:37 — KMFDM Shirt, Vintage T-Shirt Care & Washing Old Tees 7:14 — ERD Daft Punk Shirt, Vintage Resale & Controversial Fashion Marketing 11:42 — NYC Summer Style: Flip-Flops, Havaianas & Birkenstocks 16:27 — Finance Guy Fits: On Running, Lululemon Khakis & No-Show Socks 18:07 — Kangol Hats, Lower East Side Trends & One-Weekend Menswear Fads 20:22 — Matching Sets and Summer 2026 Menswear Predictions 21:16 — White Jeans, Vintage Soccer Jerseys & World Cup Style 25:05 — Everlane, Shein and the Future of Ethical Fashion 26:29 — Sustainability Fatigue and Rick Owens Sustainable Cotton 27:23 — Consumer Economics: Who Fashion Brands Actually Sell To 29:15 — AI Data Centers, Consumption and Environmental Cost 31:10 — Fashion Survey Begins: How Young Shoppers Buy Clothes 32:07 — Do Brand Vibe, Culture and Ethos Matter? 32:44 — Rick Owens, Kozaburo and Buying Into Brand Worlds 35:17 — Wardrobe Building: Piece-by-Piece vs Full Aesthetic 36:06 — Rick Owens Harness Boots and Buying in a Vacuum 40:03 — UJ Militaria, CC41 Wartime Blazer & Archive Menswear 43:00 — Brand Storytelling: Undercover, Sustainability and Fashion Narrative 45:24 — What People Consider Before Buying Clothes 46:14 — Cost Per Wear Debate 50:15 — Sustainability, Ethics, Price, Fit, Resale Liquidity & Durability 52:16 — What Makes People Want to Buy Clothing? 52:41 — Honey Dijon, Coachella, Saturday Night Fever & Cultural Inspiration 56:09 — CDG, Archive Fashion and Mental Catalogs of Grails 56:42 — FKA Twigs, Interplanetary Criminal, Video Games & Fashion Inspiration 57:39 — Do Fashion Influencers Actually Influence Fashion People? 59:38 — The Batman, Motorcycle Jackets & Style Obsession 1:01:13 — Hedi Slimane's Celine “The Dancing Kid” Beanie 1:03:15 — Experience-Based Fashion: Drops, Pop-Ups, Coffee Shops & Activations 1:06:02 — Influencer Gifting, Clothing Waste & FOMO Marketing 1:08:41 — Big Red Boots, Puma Speedcats & Hype Products That Disappear 1:10:01 — Nike Total 90, Slim Soccer Sneakers & Footwear Trends 1:10:20 — Where People Experience Fashion: Raves, Flea Markets, Clubs & Coffee Shops 1:13:37 — Instagram as a Fashion Scene and Style Discovery Tool 1:17:44 — Clubs, Raves and the Anti-Commercial Fashion Scene 1:19:04 — Song of the Week 1:21:58 — The Devil Wears Prada 2, Fashion Movies & Reboot Culture 1:26:37 — Speed Racer, Style Nostalgia & Closing Thoughts 1:26:59 — Outro  #FashionPodcast, #Menswear, #Streetwear, #Fashion, #Style, #FashionCulture, #FashionCommunity, #FashionDiscussion, #FashionAnalysis, #FashionCommentary, #MensFashion, #MensStyle, #ArchiveFashion, #FashionArchive, #VintageFashion, #FashionHistory, #DesignerFashion, #LuxuryFashion, #FashionResearch, #FashionWriting, #IntegratedFashion, #FashionTheory, #FashionConsumer, #FashionShopping, #FashionTrends, #FashionIndustry, #FashionMarketing, #BrandCulture, #FashionConsumerBehavior, #FutureOfFashion, #RickOwens, #CommeDesGarcons, #Undercover, #HediSlimane Sol Thompson and Michael Smith explore the world and subcultures of fashion, interviewing creators, personalities, and industry insiders to highlight the new vanguard of the fashion world. Subscribe for weekly uploads of the podcast, and don't forgot to follow us on our social channels for additional content, and join our discord to access what we've dubbed “the happiest place in fashion”.Message us with Business Inquiries at pairofkingspod@gmail.comSubscribe to get early access to podcasts and videos, and participate in exclusive giveaways for $4 a monthLinks:InstagramTikTokTwitter/XSol's Substack (One Size Fits All)Sol's InstagramMichael's InstagramMichael's TikTok

David Vallas, Senior National Accounts Representative with Eagle Roofing Products, joined us to talk about his webinar, “Reducing Occupant Energy Costs.” Listen in as David chats about how a roof system design directly impact occupant energy costs and long-term building performance. Register for this free webinar

The plan is not the training. This week: why a single training load score hides what your sessions actually cost you, and how to read the relationship between the work and the response instead.Study: van der Zwaard S, Otter RTA, Kempe M, Knobbe A, Stoter IK. Capturing the complex relationship between internal and external training load: a data-driven approach. Int J Sports Physiol Perform. 2023;18(6):634-642. doi:10.1123/ijspp.2022-0493.Watch this week's video: He Gained 21% FTP Without Training MoreWant a coach reading the cost of your training, not just the total? See Guided.Daily cycling intelligence from SEMIPRO CYCLING, produced with AI-assisted research, scripting, and synthetic voice.

After years of rising labor costs, some farmers have seen relief in recent months thanks to the new AEWR rules, and EPA Administrator Lee Zeldin says they're working to finalize a new Waters of the U.S., or WOTUS, rule.

Scott Mason talks with Tim Fitzgerald of Gopowercat.com about the Jets' newest safety, VJ Payne! Tim discusses: -Payne's family and high school career -What led Payne to Kansas State -Fighting for playing time as a true freshman -Ascent in 2024 and 2025 -Durability and character -Good fit with the Jets? and much more! Check out the Play Like A Jet store and get your "Play Like A Jet" logo shirt RIGHT NOW! Hoodies, hats, mugs, etc.....also available! https://www.teepublic.com/t-shirt/19770068-play-like-a-jet-logo-shirt?store_id=717242 Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it mean for a business to truly operate at the AI frontier? In a special crossover episode at Microsoft Build, Sarah Guo and Elad Gil team up with Latent Space host “swyx” to talk with Microsoft Chairman and CEO Satya Nadella about the future of AI platforms, software development, and the tech ecosystem. Satya reflects on the latest breakthroughs from Microsoft Build, the strategic shift toward multi-model harnesses, and why private evaluations (evals) are now a company's most important intellectual property. They also discuss how autonomous AI agents are reshaping the role of software engineers, the durability of SaaS business models, and why showing communities the ROI on data centers is so critical. Plus, Satya shares his thoughts on the economic and societal impacts of the token economy, as well as the future of AI-driven education startups. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @satyanadella | @Microsoft | @latentspacepod | @swyx Chapters: 00:00 – Satya Nadella Introduction 01:48 – Reflections from Microsoft Build 03:12 – Microsoft's AI Training Strategy 05:48 – Complexity of Real-World Deployment of AI 07:33 – Augmenting Human Capital 09:37 – Harnesses for Enterprise 11:49 – Developer Value 15:09 – Can Everybody Operate at the Frontier with Their Frontier Intelligence? 15:51 – Modern Definition of IP 17:38 – Future of Vendor vs. Enterprise Agents 21:48 – Near-Term Predictions on Model Pricing 24:02 – Durability of SaaS 25:58 – What Satya's Building 28:18 – Future of Engineering Roles 30:54 – How Microsoft Can Be More Ambitious 34:36 – Data Centers and Community Impact 38:01 – AI's Impact on Society 39:52 - AI and Education 42:28 – Conclusion

In this episode, Curtiss T. Stinis, MD, FACC, FSCAI, Clinical Professor of Medicine, Director of Peripheral Interventions, Interventional Cardiology, Scripps Clinic, joins the Becker's Healthcare Podcast to discuss the latest TAVR durability data, key differences between leading valve platforms, and what health system leaders need to understand about lifetime valve management.This episode is sponsored by Edwards Lifesciences.

We've informally heard that Satya is a listener to LS for a couple years now, but it was still absolutely surreal to meet him and do a live pod at Build, together with our friends at No Priors, the leading VC AI Podcast that we also greatly admire!We covered the MAI model technical takeaways on yesterday's AINews, so I will focus our recap of Satya's main messages around three elements:* Satya's adaptation of the Bill Gates Line for positioning Microsoft as the Frontier Intelligence Platform — customers must gain much more value from the Microsoft ecosystem than Microsoft itself, by building on multi-model harnesses like OpenClaw and Scout, drawing on the full enterprise context exposed by context layers like Work IQ (heavily dogfooded by his C-suite), and building up private evals and traces as a new form of Token IP* AI ROI: On one hand, enterprises are having difficult conversations around Tokenmaxxing and Layoffs, and on the other hand, there are serious re-evaluations of the End of SaaS since the Build vs Buy equation has changed so much. Our previous SemiAnalysis guest had… interesting comments on Microsoft's position on this as the ur-SaaS titan, and Satya had great answers* Making the Impossible Possible: Kevin Scott's inspiring framing around what the most ambitious version of applying AI and technology at large to business and social problems, like education and social impact.Enjoy!Full VideoTranscriptVoiceover: Welcome swyx, Sarah Guo, Elad Gil,, and Chairman and Chief Executive Officer of Microsoft, Satya NadellaSarah Guo: Welcome to a crossover episode of No Priors and Lane Space with Satya Nadella. Um, congratulations on an amazing build. No, thank you so much, and it's great to be with both of you. I listen to both of you or b- both the podcasts all the time. It's great to be on it.Thank you so much. [00:01:00] So you're just talking about, um, these amazing, uh, announcements from across the Microsoft estate all morning for, I think, three hours. What is the, uh, what's the most important reflection or takeaway you have?AI as an Ecosystem PlatformSarah Guo: I, I'd say there are, uh, perhaps the, the biggest one for me is let's sort of conceptualize this more as an ecosystem play as opposed to a single model or even a single platform, right?Satya Nadella: I mean, you know, whatever I... At least for me, having grown up at Microsoft, having seen, whatever, four major platform shifts, uh, I sort of fall into that, um, uh, camp where a platform is defined by fundamentally its ability to create more value about the platform versus what's captured in the platform. And so if you, you view what's happening right now, I think this morning's keynote was how can any company, whether it's an AI native company or a traditional enterprise company, participate as a first-class participant where they can point to AI they created, [00:02:00] right?It's not that they don't use other people's AI. Of course they will. But to me, what's the path? What's the recipe? How do I do it? What does a stack look like? What does the tooling look like? What is valuable? How do you do that? That's it. That's sort of our job to do. Yeah. Ecosystem strategy is, uh, very complicated, right?Sarah Guo: Because you end up building certain components, partnering for certain components, supporting them. You just announced this big suite of models. Like, tell us a little bit about the, uh, training strategy for Microsoft now. Yeah.MAI Models & Training StrategySarah Guo: So, so the thing that we wanted to do with the MAI models was to build, and as Mustafa talked about, first of all, a great lineage, right?Satya Nadella: Starting with pre-training, uh, with very good data quality, uh, doing all the ablations, making sure because in, in some sense it's becoming even harder to build a clean lineage model just because there's so much stuff out there, uh, that you truly need to ablate out to be able to have a fantastic [00:03:00] pre-trained model.In fact, that's one of the challenges of a lot of the open weight models is they look great on one benchmark or two, but they're not great on practice. So that's why, in fact, even in the RFDEs are, they, they are pretty gone really excited about these MAI models because how the heck can a small five B model hill climb?Uh, and it goes back a little bit to what I think is ultimately the key thing to do, which is try to pursue finding that cognitive core. Uh, so to me, starting with a clean lineage- Then creating that ability for companies to be able to use this, right? Not just as a generalist, but to create their own specialist by building this hill climbing scaffold around it, right?So it's not just the model, but you have a hill climb scaffold around it, then you will start building your RLE. You will start collecting the traces. Most importantly, you'll have private evals because we know all the evals out there are good, interesting, [00:04:00] but they're not really that critical- They're work, yeahSwyx: at this point because they all can be maxed. And so the point is each company will have its own private eval. And so that end-to-end platform story around our models is sort of, uh, what I think is interesting. And then the one other thing, Sarah, since you brought that up, is I do feel there's a new frontier.Satya Nadella: Like people talk about the frontier and are you operating at the frontier. Um, interestingly enough, if you add a little temporality to it, you can use, let's say, in, in, in fact, the, the Lando Lakes demo we showed was pretty cool. We used, whatever, GPT-55, right? Then you collected a bunch of traces, and then you took a 5B reasoning model and achieved higher.Sarah Guo: Uh, so that is another aspect of what it means to appear... uh, you know, operate at the frontier Yeah. I, I think, uh, I first of all have to congratulate you on basically building a frontier neo lab inside of Microsoft in two years. Um, I'm wondering, you know, you have all this AI strategy that you're rolling out.Lessons from Two Years of AI DevelopmentSwyx: I'm wondering, what do you know now that you wish you would tell yourself two years ago where- or two or [00:05:00] three years ago? Three years for the Jensen partnership, two years for, uh, MEI. Yeah, I mean, I think the, the thing when, that I reflect quite a bit, right, which is sort of obviously I got into all this when I got excited by the, the scaling laws paper and, you know, when, you know, even the OpenAI partnership came about when those folks said, “Hey, we're gonna really throw a lot of computer transformers.”Satya Nadella: Uh, and they've helped. I- the thing that I always look back and say, “Wow, these things, uh, do have capability that they're climbing up.” W- I mean, this, you know, this crude way of saying it is intelligence is log of compute kind of works. Now what I think we underestimated perhaps is the real-world complexity of deploying these so that they actually deliver the value in the real world, right?So the outcomes as measured by any benchmark is interestingly important, but the true eval is when people out there are able to do unique things that they only can value, and it's very [00:06:00] measurable, right? That I wish we had sort of even, like, had more in our consciousness, right? Which is as an industry.Sarah Guo: Because right now I think when people say, “Wow, I don't want a token max,” it's an artifact of us not having thought ourselves as an industry that we are using tokens to create value every step of the way. So I think that's kind of what I wish we had gotten there, but I'm glad we are here.Real-World Value & Use CasesSarah Guo: What are some of the use cases that you've seen that have created the most value for your customers?Because I know that people talk a lot about code, and I think it's pretty clear that that's something that's having very large scale impact. Are there other areas that you find in common that your customers are really benefiting from? Yeah. I think, yeah, to your point, obviously coding is now got... But it's interesting, by the way, Elijah, to even talk about the coding, right?Satya Nadella: Which is coding has worked so well that we now have to rebuild the IDE, right? I mean, it's kind of nuts to see what we sh- launched is like, oh my God, I have these hundred agent sessions. I... The cognitive load it transfers back to me as a human is so [00:07:00] excessive that now I need a new UI. Uh, oh, by the way, I, like the, the chat as the only artifact was also impossible, so that's why we need a canvas.So it's kind of interesting for all the things about where is software needed or where is UI needed, uh, you kind of need that even for code, right? In a fully agentic world. But that said, one of the things that we are starting to see, we started seeing with co-work, but even some of the work we, we showed with auto com- uh, um, autopilot Right on what you see with claws is a good one because if you sort of think about a lot of human capital is doing the glue work, right?If you now can augment that with tokens/agents that are long-running, durable, right, then your ability to scale even what is still judgment and glue work gets amplified like coding does. Uh, so you can... Like, I'm positive that six months from now we'll all be saying, “Oh, wow,” like, all through ni- the night there was a bunch of stuff that [00:08:00] all these autopilots that I have working on my behalf with my delegated authority, so to speak, right?I can... Sort of given even my identity, did a bunch of work, then of course I'll need my new ADE to say, “Well, what did you do?” Like, I might... “Did I do this work?” And so on. So I think that that's where compressing of workflows, uh, completing of tasks, uh, that's where I think a lot of the value gets created. I think you raised a really interesting point, which is there's the actual agent that's doing the code, and then there's a harness around it, and that's the environment, that's the context, that's everything you're setting up as a developer around actually a coding agent.The Harness Concept for Enterprise AISarah Guo: What is the harness for the enterprise? Is there an equivalent concept for broader productivity work, or how do you think about that concept sort of generalized? That's right. So, so in some sense you kind of want the harness to define the models, the, the data, uh, and the tools, and so that you have a loop across those three.Satya Nadella: And so what we are trying to, first of all, make sure is each of our products that we build, right, whether it's GitHub Copilot or the security copi- the, the [00:09:00] stuff we showed with MDASH or even the discovery for science, it doesn't matter, all of them are multi-model harnesses, um, with tools access so that you can do this progressive, uh, disclosure of tools even so that they're token efficient.Uh, and then you're feeding it with very rich context because that's sort of the other hard lesson we have learned in the last two years is, oh my God, the amount of work you need to do to prep the context layer, uh, such that your plan can execute in the most efficient way is where the magic is. So we have, in our case, we have the GitHub harness, which essentially we're using across all our products.It's available in Foundry, and we are open, like you can use your Llama harness, whatever. Or you can use the, um, uh, you know, any open harness or any harness of yours and train with your tools and multiple models and your context. And so that's the pitch. Because right now a lot of dialogue is, um, “Hey, if I train the harness plus tools and the model together, you get [00:10:00] evals.”Elad Gil: And what we are proving out is... And the best example of that is what we did with MDASH, right? Because when it launched, uh, it found bugs or vulnerabilities that were not found by Mythos Uh, and so there is existence proof, I would claim, that you can have a multimodal harness, uh, that can in fact be more, uh, performant in the real world So a premise behind the, uh, training at the independent frontier labs is really, you know, we're gonna have these models, and we'll have an API business, and we'll support enterprises and startups.Sarah Guo: ButPlatform Strategy & Developer EcosystemSarah Guo: a first-party product, be it productivity or code or search, drives the majority of revenue. That's a different value equation than you're describing, I think, with the Microsoft ecosystem. Uh, if, if that's the case, tell me if it's the case, uh, ‘cause obviously you have first-party products and you have enablement products.Satya Nadella: Um, what is the role of the develop- Like what is gonna be hard and the set of skills and the value capture the developer has in that world? Yeah. So I think that there's always [00:11:00] gonna be the case that someone who is super successful in- as a platform builder can also have first-party products. It was true with Windows.It is true, uh, with, uh, the, the SaaS side and the cloud side as well with us and others and so on. But the thing that is, is it should not be a limiter to other people achieving that same success, right? That I think is the core difference, which is the, the network effects this time around, around intelligence are such because they learn from data, and not really lots of data.It's just a few samples that you have to see to understand what's novel about something. So that's why the game becomes how to protect. So that's why I would say every company, having private evals may be the biggest IP, right? Think about it, like what's that private eval that you can then use even a frontier model to hill climb on and not leak the traces may be one of the biggest [00:12:00] drivers, uh, of IP.Like, so in other words, another te- acid test is you have an eval that's private. You're using, uh, a g- a Model A. Can you switch it to Model B and e- you know, climb up? If you can, then you're in control. If you can't, you're not in control, and that's where even the harness decision becomes super important, right?swyx So therefore, having an open harness, letting all models come in, having your evals, your context, your tools help you hill climb, I think is the skills that an AI native startup needs, a SaaS company needs, or every enterprise needs. Yeah, I think in, in a very real way you are ... Microsoft historically is an operating systems company and th- then become a cloud company.Maybe like the third act is that you're a harness or evals company. Whatever w- ... whatever the, the sort of conglomerate of concepts that you wanna put together. Um, and, and I think like enabling every company to have like frontier intelligence or what- what- Yeah ... I forget the, the [00:13:00] exact term that you used, um, is the, is the mission, right?Satya Nadella: That's it. Like that is, that is the platform promise, that you build with us, you will get your intelligence, uh, for your data. That's it. That ... To, to me, that is the ... Like if there was one tagline, uh, for this entire developer conference is- Can everybody operate at the frontier with their frontier intelligence, right?To me, that is so important because otherwise it, I, I don't know how you achieve stable equilibrium, right? Which is how do I then go and say, “Well, my company is gonna have a terminal value because I now know how to continuously compound-” Yeah ... on top of what's a platform that gets better,” right? So when, like Windows obviously came out, Adobe built, Autodesk built, uh, or even like take what Jensen said.We built DX and he built, you know, CUDA on top of it. Um, right? I mean, I always say to Jensen, “God, I got the short end of that,” right? “I wish, uh, we had recognized it.” But nevertheless, but that, that idea that you can build a platform layer [00:14:00] that someone else can then extend out, um, and build their own intelligence layer in this case, I think is everything, right?Without it, why have a developer conference? I can just come and have you all sort of just worship at the altar of one model. Yeah. But that's not a developer conference. Uh,IP, Evals & Company Valueswyx: backstage we, we had a discussion about what is IP or what is the, the value in a company. It used to be the length of, uh, human experience at a company, and now it's this other thing which is the evals, the, uh, experience in sort of applying agents to the company. Can you... I just want you to like flesh that out a bit more ‘cause- Yeah ... it was very insightful.Satya Nadella: It's a great way to frame it, right? Because yeah, at the end of the day, every company is gonna have both the human capital that is still gonna be super valuable, uh, because humans, uh, and their ability to find the gaps that exist at all times is going to be the way we all will create value, right?I mean, so I'm definitely in the camp that this is going to be about expressing new forms of human agency and ambition even as token capital goes up, right? So let's say a cor- any corporation [00:15:00] has lots of tokens and lot of human capital. The question is how do you compound the two? So if you have a... Like if you take in Teams I have a bunch of agents doing work and a bunch of humans doing work, and the traces between those, that is really important context of how that enterprise is creating value.Then that goes back to train not a generalist model, but to train the company veteran agent, uh, right? That is super valuable again, right? Which is when a company goes says, “It should in fact go onto the balance sheet,” is how I think about it, right? That's so... In fact, there may be... Like human capital was never possible to go put on a balance sheet, uh, because you didn't know how to capture the tacit knowledge.swyx: Whereas now I think you can with the agents that have learned through the h- through, through time, through all the traces. Uh, so that's what at least we think will happen. I, I think the SEC is gonna have to have accounting standards- ... for token, uh, expertise Uh, y- y- you're talking about the equilibrium [00:16:00] state, um, and a stable equilibrium where companies have this compounding value and can see terminal value for themselves.Future of SaaS & Business ModelsSarah Guo: Another challenge to, you know, the considered equilibrium of, okay, there are applications and workflows that are sort of common to a vertical or a horizontal. Um, and this was, like, the generation of SaaS companies and, you know, Microsoft has lots of SaaS properties as well. And then there are things that are very specific to every enterprise that they're differentiated against.Elad Gil: Um, I'm sure you have heard much and participate in much of the debate about the end of software because all these workflows are, are cheap to generate now. Um, do you think the equilibrium looks different between what agents get built- Yeah ... in enterprises versus in their vendors in the future? Yeah. So I think what's happening there is, see, we, we had a particular way we captured, um, I would say workflow in apps, right?Satya Nadella: Because we built a, a data model, right? We schematized some part of some business process. Mm-hmm. We then built a bunch of business logic. Yep. And then we put a bunch of UI [00:17:00] on top of it, right? So that's kind of what every SaaS company- And a little configuration. For, like, 20, 20 years that was the plan.Right, that- Yeah ... and that was it. So interestingly enough, now you kind of get to re-litigate that vertical stacking, right? So I still think, for example, that data model that you built underneath every SaaS application is super good, right? Like, why reinvent it? Like, I, I, my general ledger better be a general ledger.I don't need new schema creation. No. Uh, in fact, that entity relationship, uh, is actually pretty good, robust thing that I want to feed. And you want it to be stable. That's right. Yeah. Then same thing with business logic, right? If, if you look at, uh... We have this product called Power BI, right? It is like dashboards galore people created.The beauty underneath that dashboard is a very rich semantic model, right? Someone took the pain to create a dashboard and do all the measures, and you want that. That's business logic, right? I want that to be available to me. So I think the [00:18:00] challenge of the SaaS business model is we packaged one way. We now have to learn how to unbundle these things and rebundle in new ways and discover new business models, right?I mean, if you look at it, d- what's happening today with Microsoft 365 is a great example, right? We have this thing called Work IQ. In fact, like, what we are realizing is, oh my God, like, you know, if you look at... In fact, there's a pa- historical parallel too, right? We sold first Exchange and SharePoint and, uh, you know, before Teams, we had a thing called Lync Server and what have you, and we thought, “Oh, that's all gonna move to the cloud.”But little did we realize that, um, the number of people who will use servers in the cloud is 10X, 100X, right? Because people were not buying servers, they were just buying a subscription. Mm-hmm. The same thing is now happening with M365 because with Work IQ, we have exposed what is perhaps the most important database in a company that never got used as a database because it was only captive to our apps.Mm-hmm. Right? It, it was all email operated on it, Teams operated [00:19:00] on it, Word, Excel, PowerPoint, SharePoint. But now, like this is one of the coo- coolest things I get to do with Work IQ. I go to a GitHub repo and I say, “Hey, I attended a bunch of design meetings last week related to this repo. Can you capture all that and tell me what changes I should make?”I mean, think about that, right? It literally can go look at all those transcripts, come back with a plan to change a code base, right? Previously, you could never have thought of using M365 for something like that. So the value creation opportunity now in the agent world is in fact 10X more, but it does require us to have...Sarah Guo: For example, there's going to be usage around M365, right? Which is going to be perhaps more than even the e- end users and we have to even re-architect. Like, in fact, like what I use to serve an inbox or a mailbox cannot be used to serve an agent. Uh, and so that's sort of what we are doing.Pricing Models: Per-User, Consumption & OutcomesSarah Guo: I don't believe in, like, permanent business models for any of these domains, but in the [00:20:00] near term, do you have a prediction between, uh, you know, outcomes-based pricing, token-based pricing?Elad Gil: Enterprise bundles Yeah. The way I- I think about this is always we've had... Like, let's even take the per-user pricing. Mm-hmm. The per-user pricing is really an artifact of someone creating a budget needing certainty, right? Because it's the most important thing. Like, somebody wants a budget- Mm-hmm ... they need a per user.Satya Nadella: And, and per user is just a set of entitlements to usage, right? That's kind of what it is. And so the way is, if the first bundling will be take some usage, bundle it into per user stacks and, you know, then sell subscriptions. So subscriptions I think are gonna be there, per user is gonna be there. Then the next big thing will be consumption.So people will say, “I want consumption.” And it's also possible that people will say, “I don't even want to pay for any of the subscriptions or the consumption's outcome.” Mm. But remember, most people love outcomes until they have an outcome, because once you have an outcome, it's like giving away royalty, [00:21:00] right?Mm. I mean, like I, I've talked to customers who love, you know, outcome-based pricing, and I say, “I'm all in,” until they, “Oh my God,” like, “what are you talking about? You're sharing in my outcome? No, no, no. I want you to go back to per-user pricing, and I want you to consumption price,” right? So I think that debate will go on.Uh, but and all, all, all of these business models have a particular time and a place versus one to rule them all. And if anything, if you're a SaaS vendor or you're a platform vendor, having that flexibility... And quite frankly, we face this with GitHub, right? We just recently announced a per-user pricing on GitHub because little, you know, we- GitHub Copilot was constructed at a per-user level before we understood even, uh, the intensity of usage of agents, right?It was an interactive way for a developer to use code complete, maybe tasks. It was not like, oh, I launched 10,000, you know, agents that are going on all day, right? So that is what the adjustment is about. So now that we really want, there will [00:22:00] always be a per user, but there will have to be a consumption meter.Durability of SaaS & Build vs BuySarah Guo: How do you think about the durability of SaaS more generally? One thing I've observed is in a lot of enterprises internally, there will be teams that almost have agent euphoria. They're so excited about the explosion of things they can build that they're trying to rebuild a lot of applications or going to their SaaS vendors and saying, “We're not gonna work with you anymore,” or, “We're considering an internal project.”And it seems like in six to nine months, maybe some of those people will come back and say, “Actually, we, we can't rebuild everything.” How do you think about what's durable in this world and what isn't? Yeah, it's a... It... I think we have to go through one full budget cycle on this to really see the, um- Uh, the sort of the emergence of the equilibrium, because at the end of the day, there's marginal cost to even generating the app, right?Elad Gil: In, in fact, there can be even a, a simple way to say it, like if you should always acquire something if the marginal cost of building and maintaining, uh, something on your own is higher. Uh, right? That should be like it's a quantifiable- Yeah. Right? A quantifiable thing. And [00:23:00] the maintenance part is important, right?Even, like you got to remember like, hey, you know, all the security stuff that now AI will find, you better fix them too fast. Uh, of course, there's a coding agent to help you with, but then that burns tokens, right? So whose responsibility is it? It's kind of like a, a cycle that you've got to think through.And I think we have gone through the excitement that I can generate a lot of software. I think the next thing would be what software do I really want to generate? Mm-hmm. What software do I want to use from others? How do I compose these two into some agentic workflow that I have agency over, right?Sarah Guo: Because I think there'll be very little tolerance for anybody who's inflexible, uh, at the vendor level. Uh, but at the same time, I think that anyone who has got that flexibility shows up, delivers the value, will be back at again, right? We're selling software, uh, but with just different business models, in fact Uh, speaking about building software, um, one of my favorite moments from, I think, a previous build maybe one or two years ago was they had a b- they, they...Swyx: There was a section of you building your [00:24:00] own software. I'm curious if you're building anything now. Yeah. So I, I think the... You know, first of all, let's face it, right? Building software has made it possible for even the incompetence of a CEO of a company- ... like ours, uh, you can build, so thank God. But that said, I, I, I, I do feel that, you know, something like, um, GitHub Copilot to me, and especially the new Sessions app or the new app, has just made it so much more possible for you to have agency over artifacts that you felt you couldn't touch before, right?Satya Nadella: So to, for me as a CEO, even to go to a code base, uh, to be able to learn about it, like I remember joining Microsoft long back, you know, first and then you say, man, everybody had to go in and look at, you know, whatever, Cutler's, Malik, or what have you to learn how to do good C, uh, C++ code. Um, so now that ability to be more full stack up and down is so good, but that doesn't mean every one of us should be doing the same thing.The question is: [00:25:00] how do you then have the ability to inspect things, learn things, see things, um, I think is just so much more. And so to me, what I'm building a lot of is these long-running Foundry agents. Uh, right? So there's autopilots. So the easiest thing is, to me, I think I just built one, uh, even last week, where the idea was, hey, can I have an agent that is continuously monitoring essentially my own chief of staff autopilot, right?We're gonna have that obviously in, uh, Scout. That's what, uh, uh, we showed. But it is so easy and trivial to build. I took Work IQ. I said, “Take Work IQ, go, uh, and build a Foundry long-running agent.” Uh, store all the memory in, um, uh, using Ray Fin, right? Basically at my backend as a service. And lo and behold, it built it, and not only built it, I could say publish to Teams, and it published the damn thing to Teams.Sarah Guo: So the ability, uh, to have a, you know, some end-to-end project like this complete is just pretty [00:26:00] miraculous. How do you think, uh,Future Engineering RolesSarah Guo: that impacts the different types of engineering roles that exist in the future? Because right now I think there's, you know, a dozen different types of engineers that you can be, from QA, front end, et cetera.You know, there's a big swath. I've heard some people argue that in four or five years we'll basically end up with four engineering roles. It'll be people who are managing agents, it'll be four deployed engineers or FDEs, it'll be security engineers, and then people working on large scale infrastructure for a small number of services, and then everything else just collapses into the agentic world.Satya Nadella: Yeah, I- Do you think that's a correct view of the world? Yeah, I mean, I think, I think we'll have to experiment our way through it. But what you said is what... There are some very at scale things. At LinkedIn, they did structurally change- Mm-hmm ... uh, and it, you know, basically built up a new discipline called full stack builder, right?So they went and said, “Hey, let's bring, uh, people from design and product management, front end engineering, all put them together.” Uh, but also have an edge, right? It's not like the design person still doesn't have the design edge, or the front end [00:27:00] person doesn't have the front end edge, but you can give yourself bigger scope in roles so that you're not confined to one role.Um, and then r- equally, infrastructure has become very critical, right? So in other words, like, I mean, RLEs, I mean, one thing we've realized is even for the Excel team, for example. Mm-hmm. Building the RLE in which a reward can be learned is actually one of the hardest sort of infrastructure problems.Mm-hmm. Uh, and so you kind of need even new talent, right? Distributed systems people even in what was considered an end user app team, uh, because it's a different skill set. So yes, infrastructure, science is the other one, obviously. Um, so I think we'll see how these evolve, right? Where's the s- real... I mean, always the world will have a bunch of specialists.Okay. Um, you know, I think the generalist role is going to be the most exciting, right? Because the leverage of a generalist- Mm-hmm ... um, is where we are going to see the maximum returns, right? When, when you said, “Hey, are you coding?” I'm now a gen- Like, what... I've basically translated [00:28:00] knowledge work Right?Which I did, where I created a Word document or a spreadsheet, or even, uh... And now I can build an app, right? It's in the same sentence. Uh, right? That idea that, “Oh, wow, my generalist skills have gotten higher leverage,” I think is what we're gonna see across the board. Music to the ears of CEOs and VCs that are, like, a little dangerous and a lot of- Golden age for idea peopleSarah Guo: idea people. Yeah. Uh- With a lot of agency. I- if you take that idea of personal agency and you just zoom it out to the organizational context, um, uh, my partner Mike Renall, who, uh, actually started his career at Microsoft, just wrote an essay where one of the big takeaways is i- it's an age where you can be much more ambitious, and you need to be, given the pace of the environment and how quickly, actually, users and companies are open to adopting new technologies.Satya Nadella: Um, how do you think about... I, I feel silly asking this of somebody running a, you know, trillion-dollar-plus company already, butAmbition & Making the Impossible PossibleSatya Nadella: how do you think about how Microsoft can be more ambitious now? It's a great question. Um, I [00:29:00] think, um- I think the, the thing in these type of transitions is to have a conceptual model of how work can change to go after outcomes that you could hardly imagine previously, right?In fact, Kevin Scott has this nice line, right, which is, um, when you can make the impossible... Like, when you're making hard things easier, that's sort of one point of leverage. But true ambition is about making the impossible possible. So now the thing that is missing a little bit in all of our organizations is what is that new conceptual model of what can we build?What was impossible and what can we build? And I'll give you one example of this, right, which is I take great inspiration from sort of the people who were managing the Azure net- network. And they came to the... This was from even last year. You know, we were scaling. You saw that I, I [00:30:00] talked about sort of how we built in the last 15 months more Azure capacity than we built in the first 15 years.I mean, it's crazy. Wild. Yeah. Right? It's pretty wild. And it's the same team. So they saw that and they said, “Bob, this just ain't gonna work if we don't reconceptualize our work.” So they built... Essentially they said, “Our job is not to do Azure networking. Our job is to build the agentic system does, that, that does Azure networking,” right?These are the folks managing the 500-plus fiber operators managing the VAN, right, all over. And fiber operations ultimately is a physical operation. Things get cut, things get, uh, you know, have to be repaired. You know, we have fancy words called DevOps and so on. Basically, emails are coming in and you gotta go respond to them, take care of it.So they built this agentic system. They even have a character for it. It's called Miles, and it sort of does all this stuff, right? They started sort of screaming for more tokens and so on. And so they were saying, “Look, uh, we don't need a headcount. We need tokens in order to be able to [00:31:00] manage, uh, our operation.”That reconceptualization- Mm-hmm ... of what their work is, right? They, they basically took their work and made it meta, right? That meta work is now their new work. Mm-hmm. Right? In the ‘80s, if somebody had come to us and said, “4 billion people are gonna get up in the morning and start typing,” my model would've been, we need 4 billion typists?But we're not doing typing, we're doing knowledge work. So that, to me, I think is it, right, which is whether it's Microsoft or whether it's any organization, is to give ourselves permission to do new types of metacognition, meta work, using these new tools to change the outputs that matter, uh, and then really make the impossible possible.Sarah Guo: So completing that dot or the, the connective tissue across those, I think, is where a lot of the enterprise value will get created.Data Center Build-Out & Community ImpactSarah Guo: Should we talk about data centers? Yeah, please ask. Oh, okay. Well, uh, uh, w- we-- this leads nicely into the data center build-up. I always think, I- I just-- I'm just impressed at the sheer scale of the [00:32:00] build-out from Microsoft, but also everyone else, that this is redefining what it means to be a hyperscaler.And I just feel like that, that, that is at unprecedented scale on finances, uh, on the way you run the company, but also the communities that are, that are impacted. Um, yeah, just talk a bit more about what you're seeing on the ground, like when you visit your- Yeah, I think there are two aspects of it.Satya Nadella: Obviously, the, the build-out is, uh, extraordinary. Um, you know, nothing like this has happened, and it's great to be, uh, one of the participants in it. Uh, but you brought up the other part, right? I think at this point it's clear that unless we as an industry, uh, are very principled about ensuring that the benefits of all the stuff we're talking about are felt in real ways, uh, at the community level, right?Because this is not just a, a campaign, um, right? It has to be real, where people are saying, “Look, this is not ch- changing the prices on energy for me.” In fact, if anything, it's bringing down prices because long term there's going to be a better [00:33:00] grid, there is going to be more energy. Water consumption is, in fact, not sort of, uh...In fact, water is being replenished, right? You gotta really, you know, educate folks on truly what's happening, the cl- uh, the closed loop systems we are building. We have to invest in the training, the jobs, the tax base. In fact, the least talked about stuff is the amount of jobs that get created during construction, after construction.What's the tax base that's there in the community? And, and all this has to be real. Um, and, and if that is the case, then we will have permission. If it is not, we won't have permission. It's as simple as that, right? Which is, uh, we, we... I think we have to take it as an industry pretty seriously. Uh, I think it's good for communities to be skeptical, ask the hard questions, for us to do the hard work, earn that.Um, but at the end of the day, if there's-- if we can really be the produ-- Wait. I've always felt like in human history, if you use a lot of energy but also create a lot of value for society- The story has been fantastic. If you don't [00:34:00] do that, it's not been that great. And this time around, I'm a firm believer that ultimately if you do have a token economy that drives productivity, that drives economic growth, that drives broad spread, um, you know, participation, better health outcomes, um, then I think we'll be in a great place.Sarah Guo: Uh, and that's at least what we all have to be focused on. Yeah. It, it makes me think actually that with all these initiatives that you're doing, might be e- easier to see ROI in the communities first before in enterprise. Yeah. I, I mean, I think both sides. Yeah. In fact, it comes back together. It has to be the people in the communities are going to be employed, are going to be participants, uh, in the real economy, right?Satya Nadella: That's I think the question is. Like, if we- if the broad economy is doing well and the communities are doing well, the dots get connected. It's sort of the market forces are such that we will connect the dots. And that I think is it. Like, you ought to be able to see the evidence. You can't be about o- any one company, uh, but it has to be broad economic growth and broad [00:35:00] ec- you know, community permission.Elad Gil: Yeah. I guess I wanna talk aboutSocietal Impact & Optimism About AIElad Gil: what you're most optimistic about currently or what have you most updated your personal models on regarding societal impact of AI? So you're saying what's the, the, the- What have you updated most on in terms of societal impact of AI? Yeah. I think the, um, the p- the most, um- Critical thing is the first question we even started with, which is we need to tell the story and make it real that everybody has a real shot to participate as a first-class participant in this new economy.Satya Nadella: Right? That's kind of, I think we- in the next 12 months, 18 months, we need a way for people to say, “Oh, wow, I get it.” Right? There's going to be tremendous capability, tremendous amount of infrastructure, but I can see what is going to happen, whether it's the benefits like health outcomes or my ability to create a startup or my ability to run my [00:36:00] local sort of, uh, store more efficiently.It's just happening, and I see that, uh, benefit myself, right? That to me, you know, earning that permission in a path-dependent way, we can't wait. See, the one thing, Eli, that I've now learned is I think the world is gonna be very skeptical of tech and tech companies that say, “Trust us, we've got it. The g- future is gonna be glorious.”Sarah Guo: Uh, you kind of have to deliver tangible benefits. Um, and quite frankly, politicians winning elections, uh, because they have advocated for that. That will be at least my adjustment because without it, um, thinking that somehow... Because it's too important this time around. It's too much of the economy for it not to be the case So one very simple framework I have for, you know, what are, what is gonna be the broad benefit of AI, um, beyond the communities just working in technology, are, are sort of wealth creation- Yepit's [00:37:00] gonna happen in a ton of different companies, startups and large companies. Then you have healthcare. Uh, you, you had amazing demos today. There are companies like Open Evidence. I think that is happening. Um,Education & Future of LearningSarah Guo: education seems like another one that's an- Yep ... obvious good where we haven't seen as much impact as I'd expect.Swyx: Do you have a hypothesis on why that might be, or if it'll come? Yeah, I mean, I think this is where, again, how we think about education, how... You know, recently I met with, uh, the founders of Alpha School and learnt a lot about what they were going and going about, and it's fascinating to listen, uh, to how to even rethink- MmSatya Nadella: uh, what does education really look like. Because I think it's actually very important. Mm. Uh, and I'm not saying anything traditionally being done is less important, right? I was even looking at the, uh... It's fascinating to see. I, I, I forget the which Stanford class it was, uh, the, the Asian guidelines for CS something.Mm. Uh, because you still need people to learn. Uh, like it was an interesting AI class that they were making sure people were learning how to apply softmax appropriately versus saying, “Hey, fix my training run.” Mm-hmm. Uh, so I think learning concepts is important. It's going to [00:38:00] be, uh, critical. But the way we create the incentives, what are the credentials, how we value those credentials, what is the employment opportunity for those credentials?So I think that there's a complete change that has to happen, uh, given the way to get to information, way to educate yourself, way to continuously keep yourself updated has changed so much. So I think interestingly enough, maybe the next big startup and success story could be someone who builds a new university, um, or a new, um, pedagogy even of how to get someone to go through a curriculum and find economic opportunity, uh, that's highly valuable.Well, that has felt, uh, perhaps impossible for a long time, but it's a great note to end on and something that might be possible. It's still possible. Yeah. Thank you, Satya. Thank you so much. Thank you. Yeah. I appreciate it. Thank you all. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.latent.space/subscribe

In this 100th episode of Swimming with Alligators, Earnest and Alexa dive into how emerging managers and VCs can truly differentiate in a world where everyone shows the same logos and track records. They unpack why LPs increasingly care about who actually sourced and led deals, why personal differentiation matters more than over-explaining strategy, and how consumer investing is quietly coming back into favor. They explore the limits of “AI strategies” that are more theater than edge, the shifting career paths for 30–40-something VCs, and whether the popular barbell approach to venture (tiny funds + megafunds) still fits a rapidly changing market. They also discuss how diligence is evolving, why moats now look more like trust, data, and distribution than pure tech, and what a wave of large IPOs could mean for angels, new funds, and early-stage competition. Highlights from this week's conversation include: Celebrating 100 Episodes and DDQ Format (0:33)   Differentiation in Fund Decks and Shared Logo Problem (2:12) Why Sourced vs Led Matters and Back-Channel Relationships (3:56) Overemphasis on Strategy vs True Differentiation and Team Cohesion (6:25) Pressure to Go Public, Headaches of Being Public, and Lawsuit Risk (10:14) OpenAI, Anthropic, SpaceX, and Logic of If They Do It, We Have to Do It (12:26) Enterprise VCs Moving into Consumer and Founders Rethinking Moats (14:11) Distribution, Brand, Trust, and Proprietary Data as Defensible Moats (16:25) Google, Personal Data, and Unseen Costs of Using LLMs (18:15) LPs Asking About AI Strategy and Congruent Use of AI Tools (20:44) Start ,Bench, Cut, Trade, and Suspend for 30s and 40s VCs (24:46) Allocators Following a Barbell Approach and Conventional Wisdom (27:11) LPs Diligencing Firm Strategy, Hiring, and Seed Creep at Large Funds (34:56) Audience Q&A Segment Introduction and Contact Information (37:13) Tinkering, Experimenting with Workflows, and Evaluating AI Tool Impact (39:07) Durability of Business Models, Trust, Distribution, and Manufactured Momentum (41:02) Post-IPO Talent Leaving, Mafias, and Angel-Backed New Founders (44:11) Closing Reflections on 100 Episodes and Looking Ahead to the Future (46:24) Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to episode 357 of The Cloud Pod, where the weather is always cloudy! Justin and Matt are in the studio this week to bring you all the latest in cloud and AI news! Is AI costing more than the people it replaced? Are CEO's suffering from AI psychosis? Is Opus 4.8 better than 4.7? We answer all of these questions and more this week – so let's get started!  Titles we almost went with this week Valkey Stops Forgetting Your Data Like Your Ex  AI Coding Tools Cost More Than the Coders They Replace Microsoft Discovers AI Budgets Burn Faster Than Enthusiasm Executives Caught Hallucinating About AI Productivity Gains ABBA Said ” Dancing Queen”, but Google Said Data Center AI Now Tells Your AWS Apps How Fragile They Really Are Stop Playing VM Whack-a-Mole With Maintenance Windows Chaos Engineering for Apps Too Scared to Change AWS Rewires the Data Center With One Weird Optical Trick IAM the One Spending All Your Bedrock Money SQL Server Licenses Finally Pack Their Own Bags When AI Hype Meets Productivity Research, It Hurts CEOs Gone Wild: Demos Versus Deployment Reality Serverless Search Finally Learned to Nap Between Requests ElastiCache Finally Remembers Things After a Reboot Valkey Gets Durable So Your Data Stops Ghosting You Zero Data Loss Without Losing Your Microseconds Too Microsoft Build 2026 Scout AI and Quantum Dreams A big thanks to this week's sponsors: There are many cloud cost management tools out there, but only Archera provides insured commitments. It sounds fancy, but it’s really simple. Archera gives you the cost savings of a 1 or 3-year AWS Savings Plan with a commitment as short as 30 days. If you do not use all the cloud resources you have committed to, Archera will literally cover the difference. Other cost management tools may say they offer “insured commitments”, but remember to ask: Will you actually give me my rebate? Because Archera will.  Check out thecloudpod.net/archera to schedule a demo today.  General News  01:45 Microsoft data suggests using AI is more expensive than hiring people: Microsoft canceled most internal Claude Code licenses just months after encouraging widespread adoption, redirecting employees to GitHub Copilot CLI instead.  This does not affect the broader Foundry partnership with Anthropic, but it signals that token costs at scale have become difficult to justify internally. Uber’s situation adds context here: the company reportedly burned through its entire 2026 AI coding tools budget in four months after internal teams were incentivized to compete on usage. This illustrates how adoption incentives can create runaway costs that outpace projected savings.

If you've ever wondered whether your endurance base could carry you into gravel or mountain bike racing — or whether your FTP is really the thing holding you back — this episode is a timely reality check. Dave Schell is the founder of Kaizen Endurance, based in Boulder, Colorado, and has spent 15 years coaching cyclists and endurance athletes through some of the most demanding events on the calendar — Unbound 200, Leadville, ultra-distance gravel and mountain bike. Before that, he spent seven years at Training Peaks as coach education manager, so he understands both the science and the real-world application better than most. We talk about why FTP is overrated as a race predictor, why skill and technique will give you more free speed than another training block, how to actually prepare your body for eight to ten hours in the saddle, the mental game of ultra-distance events, and why consistency remains the most unsexy and most powerful tool any athlete has. There's a lot in here that applies well beyond gravel.   5 KEY POINTS FTP is overrated for long events — after eight hours everyone regresses to the same sustainable pace. Durability and fat oxidation decide the result. Skill delivers free speed — technique improvements will outperform another fitness block for most athletes, most of the time. Race your race bike — training on the road and racing gravel leaves your body unprepared for the physical demands, regardless of fitness level. Recovery is where adaptation happens — most athletes need permission to rest, not encouragement to go harder. Consistency is the only secret — the work never changes, you just keep doing it week after week. 3 TAKEAWAYS Sign up for something that scares you — if there's no real possibility of failure, you'll wing it. The fear is what gets you out the door. Context beats data — RPE and athlete feedback tell you more than power numbers alone. Data without context is just noise. Extreme moderation wins — train at the right load, not the highest load. The athletes who stay consistent are the ones who progress. KILLER QUOTE

Scott Mason talks with Erik Skopil of Ducks Territory about the Jets' newest TE, Kenyon Sadiq! Erik discusses: -Sadiq's family and high school career -What led Sadiq to Oregon -Fighting for playing time as a true freshman -Ascent in 2024 and 2025 -Role in helping to get Oregon to the college football playoff -Durability and character -Culture shock? -Good fit with the Jets? and much more! Check out the Play Like A Jet store and get your "Play Like A Jet" logo shirt RIGHT NOW! Hoodies, hats, mugs, etc.....also available! https://www.teepublic.com/t-shirt/19770068-play-like-a-jet-logo-shirt?store_id=717242 Learn more about your ad choices. Visit megaphone.fm/adchoices

A new paper from RAND-affiliated complexity researcher Kyle A. Kilian and Future of Life Institute risk analyst Richard Mallah, published May 20 through the Center for AI Risk Management and Alignment (CARMA), gives executives something that has been missing from enterprise AI governance until now: a six-test diagnostic for evaluating whether the AI committee you stood up actually governs, or whether it just looks like it does.The paper's load-bearing concept is performative adaptivity. Governance that meets monthly, ratifies charters, and updates risk registers without the structural properties to detect a new AI risk in time to respond. The authors argue this failure mode is more dangerous than no oversight at all, because it consumes the organizational energy that would otherwise build real protective capacity.In this episode, Harrison walks through:Who CARMA is and why the RAND + Future of Life Institute pedigree mattersThe four continuous governance functions every AI committee needs (Sensing, Evaluation, Response, Learning)All six diagnostic tests (Independence, Transparency, Durability, Accountability, Authority, Scope Adequacy)Where The 7 Levels of AI Proficiency comes in, because structurally sound governance fails when the operators are under-proficientThree things to do with this paper this weekFull article with citations: launchready.ai/insights/ai-governance/performative-ai-governance-six-tests-carma-2026Take the free 7 Levels of AI Proficiency assessment at assess.launchready.aiThank you for tuning in!Harrison PainterExecutive AI ConsultantSetting the Standard for AI Readiness

The study you should read this weekA new paper from Christensen and colleagues asks one of the most practical training questions there is. When you add a block of high-intensity work, what should happen to your easy volume? Cut it back to recover better, or protect it? They tested both. The results change how to think about the volume vs intensity tradeoff for serious amateur cyclists.Both groups got fitter. But what they got fitter at was different. The group that kept their volume up improved the foundations. The group that cut their volume improved the sharp end. Volume isn't the cost of intensity. It's the thing that decides what your intensity becomes.Study: Christensen, P.M. et al. (2024). Importance of training volume during intensified training in elite cyclists: Maintained vs. reduced volume at moderate intensity. Scandinavian Journal of Medicine & Science in Sports, 34(5), e14362.This week's video: How 3 Hours of Cycling Completely Transforms Your BodyCoaching: Learn more about SEMIPRO coachingNewsletter: Sign up freeDaily cycling intelligence from SEMIPRO CYCLING, produced with AI-assisted research, scripting, and synthetic voice.

The study you should read this week Researchers took 55 untrained older adults (average age 68) and tested four different cycling methods over four weeks: standard cycling, hypoxic cycling, blood flow restriction, and eccentric cycling. Every group improved equally. Plain cycling was just as effective as every fancy method they tested. Plus: why most of the plans I built this week were about adding intensity, not volume, and what that means for your training this summer. Study: Citherlet et al. (2025). Effectiveness of short-term cycling interventions in older adults. Scientific Reports, 15, 25914. DOI: 10.1038/s41598-025-10550-9 Links: Event Readiness Check: https://go.semiprocycling.com/go/2au9cy YouTube: The 4-Hour Cycling Week That Actually Works Coaching: https://www.semiprocycling.com/coachingDaily cycling intelligence from SEMIPRO CYCLING, produced with AI-assisted research, scripting, and synthetic voice.

Hey everyone,Fresh out the Reactor this week we got new tunes from Jirobass, Prolix & PENGSHUi, Zombie Cats & Nemean, Zardonic, Durability, Trueangle & Malinoviy John.In the Demo room we are looking at upcoming heat from Emeart, The In Kill, Burr Oak, BSYHO & Skrimor.Check out the track list below and let's dive in!JIROBASS - Shogi Shogi , Se mettre d'accordhttps://cygnusmusic.link/x1ayk3aTRACKLIST AND MORE INFO: www.stonxmusic.co.uk/stonxcast-ep189

Hamza Tahir, co-founder of ZenML, joins the show to cut through the hype around long-running agents — arguing that at the end of the day, an agent is just a while loop that talks to a model, calls a tool, and writes to a file system. He covers the architecture of agent harnesses (inner and outer), what durable execution actually guarantees (and what it doesn't), and why the ML pipeline paradigm is a cleaner mental model than transactions for most agent workloads.Hamza also announces Kitaru — ZenML's new open-source execution runtime for async Python agents — built on five years of running ML workloads in enterprise environments.What we get into:Agents are while loops: The surprising simplicity under all the tooling: a brain (LLM), hands (tool calls), and a file system, stacked recursivelyInner harness vs outer harness: Why Pydantic AI owns the inner loop while production deployment needs a separate runtime layerWhat "long-running" actually means: Why the infrastructure we need to build is about extrapolating the future, not defining a time window todayDurable execution demystified: What checkpointing actually guarantees (infra failures, pod death, network drops) vs. what it never will (external state, bad LLM outputs, Snowflake rollbacks)ML pipelines vs transactions: Why bursty containers in Kubernetes map more naturally to agent workloads than microsecond-latency queue workers — and why Hamza argues against the complexity taxAnthropic opening the harness: Why letting other models run Claude Cowork is a "boss move," and what it means for the one-harness vs one-model debateHuman-in-the-loop, done right: The pod-kill-and-resume pattern, and why warm pools matter less when your agent runs for daysKitaru: ZenML's new open source durable execution runtime: zero-config local, Kubernetes/SageMaker/Vertex in production, built on Pydantic AI integrationArguing with Claude about Temporal: Hamza's story of spending hours getting an LLM to admit ZenML and Temporal solves the same problemIf you're architecting agents for production, picking between Pydantic AI, LangGraph, and Temporal, or just want to understand what "durable execution" actually means — this is the episode.// LINKS & RESOURCESKitaru on GitHub: https://github.com/zenml-io/kitaruKitaru launch blog post: https://www.zenml.io/blog/kitaru-launchKitaru on Hacker News: https://news.ycombinator.com/item?id=47520115Hamza Tahir on LinkedIn: https://www.linkedin.com/in/hamzatahirofficial/ZenML: https://www.zenml.io/ Timestamps[00:00] While Loop Checkpointing[00:24] Long-Running Agents Explained[01:28] Agent Harness Model Definitions[06:30] Durability and State Recovery[11:03] Agent Systems Layers[18:45] Durability in Agent Systems[22:07] ML Pipeline vs Transactions[29:23] Durability vs Guarantees[33:13] Durability vs Chaos Engineering[39:50] Kitaru Naming and Purpose[40:38] Wrap up#AIAgents #DurableExecution #OpenSource

THIS EPISODE IS BROUGHT TO YOU BY: GPRSBefore you cut, core, drill, or excavate, make sure you know what is inside the concrete.GPRS helps contractors locate rebar, conduit, post-tension cables, utilities, and other hidden hazards before they become expensive problems. Their scans help reduce hits, downtime, expenses, and keep your people safe. Learn more here: https://www.concretelogicpodcast.com/gprs ON THIS EPISODE OF THE CONCRETE LOGIC PODCAST Low-carbon cement sounds good on paper. But can it actually compete in the real concrete market without subsidies, mandates, or customers paying a “green premium”? That is the question Seth gets into with Ryan Gilliam, CEO of Fortera. Ryan explains how Fortera's approach differs from many other low-carbon cement companies by bolting onto existing cement plants, using limestone as the feedstock, and turning CO₂ back into a reactive cementitious product. This conversation gets into the hard part of low-carbon cement: economics, field performance, scaling, ready-mix adoption, policy risk, and whether these products can survive when the market stops caring about the carbon story. Ryan makes the case that the future of low-carbon cement will not be built on guilt, regulation, or good intentions. It has to perform. It has to be cost competitive. And it has to work in the field. WHAT YOU'LL LEARN • Why “green cement” usually makes contractors and producers assume there is a compromise • How Fortera's technology bolts onto existing cement plants instead of replacing them • Why limestone loses roughly 44% of its weight as CO₂ during traditional cement production • How Fortera claims to turn that CO₂ back into cementitious material • Whether Fortera's product should be thought of as an SCM, a cement replacement, or a new cement • Why ready-mix producers are skeptical of alternative cements • What field feedback Fortera has received on finishing, flow, pumping, set time, and cracking • Why Ryan does not believe customers will pay large green premiums • How policy changes could impact demand for low-carbon cement • Why carbon capture usually struggles economically • How Fortera's approach differs from traditional carbon capture and storage • What has to be true for low-carbon cement companies to scale • Why first commercial plants are such a hard step for new cement technologies • Why Ryan believes performance, not carbon marketing, will decide which technologies survive CHAPTERS 00:00 Introduction to Ryan Gilliam and Fortera 03:25 Ryan's background in materials engineering and cement research 05:20 Fortera's approach to low-carbon cement 08:28 Is Fortera's product an SCM or a new cement? 09:23 Blended cement use versus 100% product use 10:33 What is driving demand for low-carbon cement? 13:39 Scaling challenges for new cement technologies 15:43 Field feedback on alternative cement performance 18:58 Type IL rollout, skepticism, and contractor pushback 20:07 Policy risk and whether low-carbon demand depends on regulation 22:18 How Fortera captures CO₂ from limestone 23:07 Why the economics may work 24:41 How this differs from traditional carbon capture 25:45 What cement plants need to adopt the technology 28:07 Fortera's history and lessons from earlier attempts 29:00 How Fortera may go to market 30:20 Ryan's main takeaway for the concrete industry 32:09 How to contact Ryan Gilliam GUEST INFO Ryan Gilliam CEO, Fortera Profile: https://www.concretelogicpodcast.com/guests/ryan-gilliam/ CONCRETE LOGIC ACADEMY If you work in concrete and want practical education that actually connects to the jobsite, check out Concrete Logic Academy. This is not theory for the sake of theory. It is concrete education built around the stuff producers, contractors, engineers, and field leaders deal with every day. Specs. Mixes. Placement. Finishing. Troubleshooting. Materials. Durability. Bad assumptions. Costly mistakes. Get access here: https://www.concretelogicpodcast.com/concreteschool SUPPORT THE PODCAST Concrete Logic runs on a value-for-value model. If this episode helped you think through low-carbon cement, alternative cement technology, or what might actually work in the real market, send some value back. Donate here: https://www.concretelogicpodcast.com/support/ You can also support the show through KUIU: https://www.concretelogicpodcast.com/kuiu For sponsorship or media opportunities, contact: seth@concretelogicpodcast.com CREDITS Producers: Jodi Tandett & Concrete Logic Media Music: Mike Dunton https://www.mdunton.com/ WHERE TO FIND SETH Concrete Logic Podcast: https://www.concretelogicpodcast.com YouTube: https://www.youtube.com/@concretelogicpodcast LinkedIn: https://www.linkedin.com/in/seth-tandett/ Like, subscribe, comment, and share the episode with someone in the concrete industry who needs to hear it.(Correction: At the 33:42 mark, Ryan referenced testing that reported a compressive strength of 10,000 psi. After recording, the testing result was later determined to be incorrect. The corrected result was approximately 6,000 psi.)

Can you train mental durability? “Yes, 100 per cent,” says Haley Smith. The rider knows her stuff. She's an Olympian who competed in cross country mountain biking. She's a Commonwealth Games medallist and a two-time national  marathon mountain bike champion. Smith won the first Life Time Grand Prix series. Recently, she was fifth at the Traka 360 gravel race in Spain. While Smith is a top-level rider, she's also a PhD student in sports psychology. In her studies, cycling is front and centre. One of her papers even examined the spirit of gravel. In the interview, Smith discusses racing, her academic work, as well as mental strategies that can help you to be a better rider. This season, Smith is on tour. Not a multi-stage event in this case, but a speaking tour that also includes group rides. It's all part of her Competere project. Competere is aimed at helping more girls and women grow into passionate cyclists. Here's the schedule: May 14-15: Le Club, Montreal, chat and ride on the 15th May 21: Toronto, Etape 22, chat only June 18: Vancouver, Bici, chat only July 2-3: Cyclesmith, Halifax, chat and ride on the 3rd Oct. 17: Big Sugar Gravel, chat

We had some HYPOTHESES for this amazing episode! The main topics all revolved around fatigue resistance (often called “durability” in the literature), which we think is the most exciting area of training theory and physiology. It started with Rachel Entrekin's legendary overall win at the Cocodona 250, an event that explores some of the strangest and coolest parts of endurance.Our big theory: what we're seeing in these wild ultras is directly connected to what we see in short distances. A new study looked at fatigue resistance variations between men and women, with some shocking results. We expand the scope to talk about the literature generally before going to some ideas for how it all might relate to the central nervous system....And how it relates to fueling. You could probably guess that we were going to talk about carbs.Plus, we answer questions about the culture of fueling for young athletes and feeling good after long runs!This one starts with a description of Megan's health journey. The hottest vacation is apparently a 3-day stay in Boulder Community Hospital. Things are scary, but we're holding onto hope for the future.We love you all! HUZZAH!-David and MeganClick "Get 40% Off" button for 40% off at The Feed here: thefeed.com/swapBuy Janji's amazing gear: https://janji.com (code "SWAP")The Wahoo KICKR Run is the best treadmill on the market: https://www.wahoofitness.com/devices/running/treadmills/kickr-run-buy (code “SWAP”)For training plans, weekly bonus podcasts, heart rate zones, articles, and videos: patreon.com/swap

WTiN speaks with Mark Sumner, textiles programme lead at WRAP in the second of a two-part episode about policy and regulations driving circularity and durability in textiles. This is the second episode in a two-part series with Mark Sumner, textiles programme lead at global environmental action NGO, WRAP.In this episode, Sumner delves into durability in textiles and how this influences circularity. He analyses what durability means to individuals and what consumers have come to expect from their garments.In this context, Sumner speaks at length about policy informing garment design and choices. He details how data will have the ability and power to influence policy as we move forward, with more accurate results that can inform design principles.Additionally, we speak about WRAP's Footprint Tool, which helps users navigate the complexities of the life cycle of textile products. It provides data on the full life cycle impacts of textiles and is used by retailers and brands.Learn more at wrap.ngo.  

Kurt Avery, founder and president of Sawyer Products, joins Mike Nemer to discuss how Sawyer's lightweight, long-lasting water filtration is used in disaster response and underserved communities. They also explore related global health work, including malaria prevention, and how partnerships and donations help scale impact worldwide. Key takeaways Sawyer's portable filters weigh about 3 ounces and are designed for rapid deployment and long-term use. One duffel bag of filters can support clean water access for roughly 20,000–30,000 people in field deployments. The conversation highlights reported impact of clean water delivered to ~40 million people worldwide through donated and distributed systems. Durability is a core theme: filters can last up to ~15 years, with a cost-per-person estimate as low as ~30 cents for 10 years of service (as discussed in the episode). Beyond filtration, the episode touches malaria prevention efforts and a cited 67% reduction in malaria cases in certain military applications using Sawyer repellents. In this episode How Sawyer's filtration works in practice (deployment, maintenance, and training support) Why eliminating the need to boil water reduces pressure on trees and fossil fuels Scaling through nonprofit partnerships and disaster response organizations What “disease-free water” claims mean in the context of the product's use and testing (as described by the guest) How Sawyer's Foundation model supports distribution in dozens of countries Enjoying the show?Follow The Green Insider wherever you get your podcast, leave a rating and review, and share Episode 326 with a friend who cares about practical, scalable sustainability. #TheGreenInsider #Podcast #Sustainability #CleanWater #WaterFiltration #GlobalHealth #DisasterRelief #HumanitarianAid #MalariaPrevention #ClimateAction #Nonprofit #Impact The post Clean Water at Scale (with Kurt Avery, Sawyer Products) appeared first on eRENEWABLE.

Hey everyone,Fresh out the Reactor this week we got new tunes from MNDSCP, Ryzexx, Gravitape. Zardonic, Merikan & Gancher & Ruin, Project Zeus, Akrom & Mean Teeth, Crucify Me, Hector and DiodeIn the Demo room we are looking at upcoming heat from Zombiecats & Nemean, Prolix& Pengshui, Jirobass, Durability & 2WhalesCheck out the track list below and let's dive in!Impex - Vegan Zombie Paradecygnusmusic.link/zrp5rvpTRACKLIST AND MORE INFO: www.stonxmusic.co.uk/stonxcast-ep188

Can ZIP-R panels work on a roof—and should they? Steve, Jake, and Nick Sabol from Huber's Technical team dig into a topic that's getting a lot of attention in the field.This episode breaks down the full set of considerations behind putting insulated sheathing on the roof deck: structural loading, fastening and shear, hygrothermal behavior, condensation risk, and long-term durability. The crew looks at where the idea makes sense, where it doesn't, and what you need to understand before trying it on a real project.It's a detail-heavy conversation that connects theory to field conditions—exactly where most “good ideas” succeed or fail. And for Pete's top resource on this one? Call Steve.Pete's Resources:ICC-ES Report 1473Roofs & Attics: The Building Science of “the Lid”Huber Technical Support: techquestions@huber.com

Scott Mason talks with Larion Bing of the 26 Degrees podcast about the Jets' newest IOL, Anez Cooper! Larion discusses: -Cooper's high school career -Late surge as a true freshman -Year by year ascent -Dominant OL in 2024 -A run to the national championship in 2025 -Durability and character -Good fit in NY with the Jets? and much more! Check out the Play Like A Jet store and get your "Play Like A Jet" logo shirt RIGHT NOW! Hoodies, hats, mugs, etc.....also available! https://www.teepublic.com/t-shirt/19770068-play-like-a-jet-logo-shirt?store_id=717242 Learn more about your ad choices. Visit megaphone.fm/adchoices

Most athletes focus on how strong they are when fresh. But performance is defined by what holds up as fatigue accumulates.In this episode, we break down durability: what it is, how to measure it through fatigue resistance, and why it's one of the most overlooked performance variables in endurance sport.We also cover how to train it effectively so you can maintain power, make better decisions late in races, and perform when it matters most.HOSTAdam Pulford has been a CTS Coach for nearly two decades and holds a B.S. in Exercise Physiology. He's participated in and coached hundreds of athletes for endurance events all around the world.​​Free Cycling Training Assessment: https://trainright.com/cycling-training-assessment-welcome/Interested in working with a coach? Schedule a free consult: https://trainright.com/coaching/cycling/Self-coached athlete? Check out our TrainRight Membership: https://trainright.com/membership/Find more free resources here: https://trainright.com/blog/Resources:Trainright.comDurability as an independent parameter of endurance performance in cycling - PMCDurability as an index of endurance exercise performance: Methodological considerations - PMC82. HOW TO TRAIN DURABILITY? - Knowledgeiswatt EnglishFatigue Resistance or Durability in Cycling: Tests & Training Tips — High North PerformanceRace Stronger, Longer: How to Build Fatigue ResistanceWhy Every Masters Cyclist Should Test Durability (Not Just FTP) 

Study referenced: Rønnestad, B.R., et al. (2025). Block training with moderate- or high-intensity intervals both improve endurance performance in well-trained cyclists. European Journal of Sport Science, 25(7), e70067.This week's video: Are You Too Slow for Aero? (What the Research Says)EIGHT Programme: semiprocycling.com/eightDaily cycling intelligence, produced by SEMIPRO CYCLING. 

Make a Logo on Fiverr The Carbinox Edge is a durable smartwatch built for people who work, travel, hike, build, sweat and occasionally put their gear through situations most wearables would never survive. In this first look, the Carbinox Edge gets unboxed, paired, tested and then frozen inside a block of ice for one of the most extreme smartwatch durability tests I have ever done. A Rugged Smartwatch Built for Real Abuse The Carbinox Edge comes across as a smartwatch made for rougher environments. It features a stainless steel body, Gorilla Glass, IP69K protection, 5 ATM water resistance and a 1.96-inch AMOLED display. It is designed for users who want something tougher than a basic fitness watch, especially if they work on construction sites, spend time outdoors or simply want a watch that can handle more abuse than a typical smartwatch. The watch also includes dual-band GNSS with six tracking systems, which means it can track location without relying only on your phone. That could be useful for hiking, job sites, emergency situations or anywhere phone-free tracking matters. What Comes in the Box Inside the box, the Carbinox Edge includes the watch body, a band, a manual, a USB-C charging cable and a proprietary charging base. The charging dock is magnetic and connects to the back of the watch using two contact points. The included band uses quick-release pins, making it easier to attach or swap out. That is a nice touch if you want to change bands or replace one after heavy use. Setup and App Pairing Pairing the Carbinox Edge is straightforward. After powering on the watch, the setup process asks for a language selection and displays a QR code for app pairing. The watch connects through the Carbinox Max app, and once paired, it can show notifications, weather, fitness data, health tracking, watch settings and firmware updates. The watch works with both iPhone and Android devices. During setup, it connected quickly over Bluetooth and displayed battery level, GPS satellite data and watch face options through the app. Display, Battery and Features The Carbinox Edge has a 410-by-502 resolution AMOLED display with 331 PPI and up to 1,000 nits of brightness. That should make it easier to read indoors and outdoors. Battery life is one of the biggest selling points. The watch has a 500 mAh battery, with Carbinox claiming up to 25 days depending on use. In the test, the watch still had plenty of battery before being frozen, and after being removed from the ice, it still powered back on and reconnected. Health and utility features include heart rate, SpO2, sleep, stress, mood, activity tracking, workouts, weather, calls, alarms, music controls and notifications. The Extreme Ice Test Instead of simply scratching the screen, hitting it with a hammer or running it over, this test took a different approach. The Carbinox Edge was frozen inside a block of ice for 24 hours. The idea was to simulate an extreme situation where the watch might be buried, frozen or stuck in a harsh environment. After about 12 to 14 hours, the watch stopped responding to the phone while still frozen. But once it was chipped out of the ice, it powered back on, showed the correct time and reconnected to the phone. Even while wet, the touchscreen still responded. The buttons continued working, and the display showed no visible scratches after additional scraping and impact testing. What Worked Well The biggest win is durability. The Carbinox Edge survived being frozen in ice for a full day, then came back to life after being removed. The screen held up well, the buttons still worked and the watch remained usable even while wet. The long battery life is also a major plus. A durable smartwatch is only useful if it can stay powered long enough to matter, and the Carbinox Edge appears built with that in mind. The display is bright, the body feels rugged and the quick-release band system makes it easier to manage than older watch designs. A Few Issues to Watch There were a couple of issues during use. When traveling to Las Vegas, the phone updated to the new time zone, but the watch did not update until the Carbinox app was opened. That could likely be fixed in a firmware update. Notifications were another concern. The watch did not clearly separate text messages from other app notifications, activity alerts or reminders. Turning off unwanted notifications also affected text alerts. Again, this feels like something that could improve through software updates. Final First Look The Carbinox Edge is an extreme smartwatch for people who need more than basic fitness tracking. It is rugged, bright, long-lasting and surprisingly tough. Freezing it in a block of ice for 24 hours did stop it from responding temporarily, but once it came out, it powered back on and kept working. For anyone looking for a durable smartwatch that can handle harsh conditions, the Carbinox Edge makes a strong first impression. Get the Carbinox Edge Here: https://geni.us/carbinoxedge Check out the Geekazine Merch, including "I AM AI " T-Shirt.  Thanks for reading! Don't forget to subscribe to Geekazine: RSS Feed - YouTubeTwitter - Facebook Tip Me via Paypal.me Send a Tip via Venmo RSS Bandwidth by Cachefly Get a 14 Day Trial Be a Patreon: Part of the Sconnie Geek Nation! Reviews: Geekazine gets products in to review. Opinions are of Geekazine.com. Sponsored content will be labeled as such. Read all policies on the Geekazine review page.  Reviews: Geekazine is also an affiliate of Amazon Last Updated on June 9, 2026 3:42 pm by Jeffrey PowersThe post Carbinox Edge Unboxing First Look and Most Extreme Durability Test Ever appeared first on Geekazine.

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This episode with Chris Davis of Davis Advisors explores how investors should think about risk, valuation, and opportunity in a market defined by high valuations, technological disruption, and major macro shifts. Davis lays out a framework for navigating uncertainty, explains why durability matters more than ever, and shares hard-earned lessons on selling great companies too early.Davis Advisorshttps://www.davisadvisors.comTopics CoveredWhy high valuations signal complacency even in an uncertain macro environmentThe three major forces reshaping markets: higher cost of capital, deglobalization, and AIHow to identify durable and resilient businesses in a fragile worldWhy growth and value are not opposites and how expectations drive opportunityLessons from past bubbles and why today may resemble 1999 in market structureThe hidden risks in passive investing and index concentrationChris Davis' five-part framework for investing in AI (winners, enablers, users, protected, disrupted)Why most investors lose money by overpaying for growth and underestimating competitionThe importance of management quality and “great people” in long-term investing successWhy the biggest investing mistakes are often the great companies you sell too earlyTimestamps00:00 Intro and key investing paradox on risk perception02:45 Why today's market reflects complacency despite uncertainty05:20 Valuations, concentration, and optimism in current markets08:52 Lessons from 1999 and how value investing can outperform in downturns12:00 Durability, resilience, and why balance sheets matter more now15:21 Kodak, disruption, and risks of passive investing18:00 Perception vs reality of risk and behavioral mistakes21:51 Market structure, moral hazard, and the “buy the dip” mindset26:34 How investors should think about AI as a long-term technology shift29:30 Why picking early AI winners is dangerous33:00 The role of enablers like semiconductors, energy, and infrastructure36:00 AI users and which companies benefit most from adoption38:00 Businesses protected from disruption vs “walking dead” companies42:00 The biggest investing mistake: selling great companies too early46:00 Portfolio concentration and lessons from real-world experience50:00 Berkshire Hathaway, long-term culture, and durable business models54:00 Learning from mistakes: Costco case study57:00 The importance of management and why people matter more than investors think

12-Week Plan — https://go.semiprocycling.com/go/8j4dgwThis week: a 2025 meta-analysis on sleep deprivation and cycling performance — why aerobic endurance takes the biggest hit, why everything feels harder before it actually gets harder, and why partial sleep loss might be costing you more watts than skipping a week of training. Plus: what to do when a bad race gets in your head. Study: Gong et al. (2025). Effects of sleep deprivation on sports performance and perceived exertion. Frontiers in Physiology, 16, 1544286. The Cycling Brief — Daily cycling intelligence, produced by SEMIPRO CYCLING. 

You're 6–16 weeks out. This is the phase where most Ironman races are shaped. Not on race day, but in the decisions you make right now. It's not about getting fitter. It's about getting it right. 5 Main Points 1. Stick to the plan - Consistency beats last-minute changes. 2. Respect fatigue - Recovery is part of the training, not a weakness. 3. Practise race day - Don't leave pacing, nutrition and conditions to chance. 4. Fuel properly - You can't train hard and under-fuel at the same time. 5. Arrive fresh - Better to be slightly underdone than overcooked. 3 Key Takeaways • Most Ironman plans fail in the weeks before race day • Durability and consistency matter more than volume • The goal now is to arrive healthy, not fitter Killer Quote “It's not about doing more… it's about getting it right.”   If you didn't listen to last weeks podcast Racing an Ironman this year? Ask yourself these 5 questions.   FREE Download

A thoughtful, practice-shaping study in NEJM explores a long-standing clinical dilemma: can we truly move the needle in post-thrombotic syndrome?   The C-TRACT trial shows that endovascular therapy (iliac-vein stenting) significantly improves symptom burden and quality of life in patients with moderate–severe disease—measured rigorously using VCSS, VEINES-QOL, and SF-36. The magnitude of benefit is clinically meaningful.   But every intervention casts a shadow.  

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Charleston, SC on June 1st & 2nd? Visit: https://www.10xvets.com/events ____ Bret Petkus and Russell Toll are Army veterans and co-founders of Compassion Neurohealth, a neuroscience-driven brain health practice focused on changing how mental health is measured and treated. As an accomplished healthcare executive, Bret brings significant P&L leadership across medical and life science companies, while Russ, a Stanford-trained neuroscientist and combat veteran, leads the scientific development behind their technology. Their paths into this work were shaped by distinct but deeply personal experiences. Bret's own traumatic brain injury exposed gaps in how neurological damage is identified and addressed, while Russ witnessed the long-term impact of blast exposure during his service in Iraq. Their shared commitment to improving brain health led to a partnership grounded in both mission and medicine. In this episode of the SABM podcast, Scott chats with Bret & Russell about: Battlefield to Brain Science: Russell's experience with blast exposure and Army medicine, and how it shaped his commitment to advancing neurological care. The Injury You Can't See: Bret's unexpected discovery of his own TBI decades later and the mission it sparked. Precision Starts with Data: How EEG data and the Halo platform map dysregulated brain networks before prescribing precision TMS. Engineering Long-Term Recovery: Tracking outcomes through ongoing assessments and follow-up scans to maintain remission and intervene early. Mission Beyond Medicine: Their nonprofit initiative supports Gold Star families and expands access to care for those who cannot afford treatment.    Timestamps: 00:38 Brett's Background and TBI Discovery 02:01 Russ's Combat Experience and Shift into Brain Health 04:26 Connecting on LinkedIn and Building the Clinic Partnership 05:59 Personalized TMS and the Halo Mapping Platform 08:03 Suicide Loss and the Cockpit Metaphor 13:26 How Halo Identifies the Right Brain Networks 17:51 Patient Stories and the "Veterans Aren't Broken" Perspective 19:35 Durability, Follow-Ups, and Long-Term Monitoring 32:56 Scaling Clinics, SaaS Expansion, and Heroes in Mind Connect with Bret & Russell: LinkedIn | Bret Petkus  LinkedIn | Russell Toll Compassion Neuroscience  bpetkus@gmail.com  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Bret and Russell for joining me this week. Until next time! -Scott Mackes, USNA '01  

Are you getting injured every time your training ramps up? Or do you feel like your running form falls apart when you get tired?In this episode of the Find Your Edge podcast, Coach Chris Newport sits down with physical therapist Dr. Rick Pitman to talk about what really causes running injuries—and why it is not always about doing “too much.”We dive into:• Why durability matters just as much as performance• The truth about overuse injuries• Why running is a skill that can be improved• What 3D gait analysis, EMG, and pressure insoles can reveal• Why runners need strength training• How to tell if your lungs are the limiter…or your mechanics areIf you are a runner, triathlete, or endurance athlete who wants to stay healthy and keep progressing, this episode is packed with practical takeaways.Go here to read the blog, watch the video, and learn more about Dr. Rick Pitman and AnthroKinetics Physiolab.Experience the breakthrough when everything finally clicks! Train with expert coaches, fuel with incredible chef-prepared meals, and connect with athletes who love triathlon as much as you do. Join us April 22–26 at beautiful Lake Jocassee for four unforgettable days of swim, bike, run, learning, and community. Spots are almost full: Reserve yours here. Support the show

If you've signed up for an Ironman this year, this is the point where things start to get real. You're no longer thinking about training… you're already in it. And for many athletes, this is the phase where small cracks begin to appear. Missed sessions, niggles, fatigue, and a growing sense of uncertainty about whether you're actually on track. In this episode, Simon and Beth walk through the key questions every Ironman athlete should be asking 3 to 6 months out from race day. Not to create panic, but to provide a clear and honest sense-check of where you are right now. Because at this stage, it's not about doing more. It's about doing the right things consistently, staying healthy, and making sure you arrive at the start line ready to execute. 5 Key Talking Points This phase of training is where most Ironman campaigns either come together or begin to unravel. Consistency matters more than volume. Stop-start training is a major red flag. Durability is critical, especially for older athletes managing fatigue and recovery. Race-specific preparation, including pacing and nutrition, must be practised well before race day. The goal now is not to get dramatically fitter, but to protect your fitness and stay healthy. 3 Takeaways Be honest about where you are. Small issues now can become big problems later. Focus on consistency, recovery, and smart training rather than chasing more volume. Your primary goal is to arrive at the start line healthy, not exhausted or injured. Key Quote “The goal now isn't to get fitter… it's to arrive at the start line healthy.”   FREE Download

Most cyclists think they need more volume or more power to improve. Coach Adam Pulford explains why that's not always the case and how training density (doing the same work with less recovery) is one of the most effective ways to build durability, increase repeatability, and break through performance plateaus.Free Cycling Training Assessment: https://trainright.com/cycling-training-assessment-welcome/HOSTAdam Pulford has been a CTS Coach for nearly two decades and holds a B.S. in Exercise Physiology. He's participated in and coached hundreds of athletes for endurance events all around the world.Interested in working with a coach? Schedule a free consult: https://trainright.com/coaching/cycling/Self-coached athlete? Check out our TrainRight Membership: https://trainright.com/membership/Find more free resources here: https://trainright.com/blog/Resources:What Training Density Is and Why It Matters for Time-Crunched Cyclists Durability and repeatability of professional cyclists during a Grand TourFatigue Resistance or Durability in Cycling: Tests & Training Tips — High North Performance 

Send us Fan MailIn episode #179 we spoke with Tim Tollefson, pro ultra runner and RD and founder of mammoth trailfest and TheMammoth 200 about:His path as a pro runnerThe evolving landscape of trail eventsThe significance of volunteerism, community engagement, and sustainable growth in trail runningPractical advice on altitude adaptation, nutrition strategiesHow we can help grassroots races thrive sustainably.An appreciator of the imperfect, our next guest Tim Tollefson believes that access to the outdoors is essential for community health and that our next step, no matter the size, should be taken together. He is founder and head crafter of the mammoth trailfest, one of the country's largest trail running events - and largest 50k - that was created to offer opportunity, access, and education through running. He is also the race director of The Mammoth 200, which will launch its second class of finishers in 2026 after a successful inaugural year in 2025. Tim is also a professional runner for Craft Sportswear, 3x USATF Trail National Champion, 2x Olympic Trails Marathon Qualifier, advocate for mental illness awareness, and an orthopedic physical therapist. His advocacy extends also into being a member of the boards of both Runners for Public Lands and the Professional Trail Runners Association. Tim and his wife Lindsay live in Mammoth Lakes, and are parents to Nacho, a rollicking 12lb doodle.Please note that this podcast is created strictly for educational purposes and should never be used for medical diagnosis or treatment.MENTIONED:Runners for Public Lands: https://runnersforpubliclands.org/mammoth trailfest: www.mammothtrailfest.comTheMammoth 200: www.themammoth.comGU Roctane Drink Mix: https://amzn.to/4bT5w1uNSF/Safe for Sport Supplements: https://us.fullscript.com/welcome/kchannellCheck your Meds: https://www.globaldro.com/HomeRESOURCES:FREE RECOVERY GUIDENutrition for Altitude Mini Course (use code NEWPOD10 for 10% off)FOLLOW TIM:IG: @timtollefsonMORE NRApply to work with Kyla → https://p.bttr.to/3ZrwzcFUse code NEWPOD10 for 10% off our meal plans → https://nutritional-revolution.com/products/CONNECT Instagram → www.instagram.com/nutritionalrevolutionSponsorship inquiries → kyla.c@nutritional-revolution.comInterested in having your biomarkers or nutrigenomics checked? Email us at nutritionalrev@gmail.com TRUSTED RESOURCES Supplements (save 20%) → https://us.fullscript.com/welcome/kchannellFeed Club ($20 off) → https://thefeed.com/teams/nutritional-revolutionKyla's top picks → https://shopmy.us/shop/nutrevFollow us @nutritionalrevolution

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In this episode of Pekingology, CSIS Senior Fellow Henrietta Levin is joined by Ben Hillman, Director of the Australian Centre on China in the World at Australian National University and co-editor of the new book, The Communist Party of China: Understanding the Durability of the World's Most Powerful Political Organization. Ben explains how the Party has managed to stay in power, becoming the world's second-longest ruling party (barely losing out to North Korea's communist party) and maintaining an iron grip on power across vastly different phases in China's development. Ben addresses the role of ideology in Party governance, the utility of linguistic engineering and patriotic symbols in bolstering political legitimacy, the role of the United Front Work Department in manufacturing buy-in, and the Party's tremendous capacity for coercion.

Hey Voices from the Bench community! Jessica Love here, sending a shoutout from Utah! If you're passionate about creating natural, beautiful smiles—but want to simplify your workflow without sacrificing aesthetics—this is for you. I'm honored to be part of Ivoclar's development team introducing a powerful new stain and glaze system featuring Structure Paste, IPS e.max Ceram Art. Create stunning depth and lifelike color in as little as one firing. Let's continue to innovate, simplify, and create meaningful change—one smile at a time. When it comes to digital dentures, design is easy—manufacturing is where things get messy. That's why the Elevate Denture Solution brings it all together. Built by Roland DGSHAPE, Ivoclar, and FOLLOW-ME! Technology Group, it combines machine, materials, and CAM into one fully optimized workflow—so you get consistent, high-quality results without the guesswork. Want to simplify production and scale with confidence? Check it out at rollanddga.com/elevate. Live from LMT Lab Day Chicago, Elvis and Barb bring the mics to the Ivoclar stage for three very different conversations that all point to one big theme—this industry is evolving fast, and you better evolve with it. First up, Savannah Elkins and Josh Williams from GPS Digital RPD jump into the digital removable world, where analog roots meet full-on additive workflows. Savannah shares how she went from pouring models to cranking out 100+ RPD frameworks a day, learning design in record time through hands-on training and a little “YouTube University.” The conversation dives into printed frameworks, flexible materials, and the push toward becoming a full lab-to-lab removable resource. It's fast, it's scalable, and yes… they absolutely test durability by throwing, stepping on, and possibly feeding things to alligators. Next, Darin McCue from SalesLift Consulting flips the script and talks about what's really holding labs back—and it's not production. With a mix of passion and hard truth, Darin explains that most lab owners aren't failing because they can't make teeth—they're failing because they don't run a business. From leadership and communication to sales and team culture, he challenges owners to step off the bench and into a leadership role before burnout or failure forces the issue. His message is clear: if you don't work on your business, it will eventually work against you. Finally, Vicki Thomas and Carrie Ling bring a completely different energy, focused on community, collaboration, and leveling the playing field for smaller labs. Vicki shares the story behind launching Savvy Lab Solutions, a buying group built to give small and mid-sized labs access to the same pricing and vendor relationships as the big players. Carrie backs it up with real-world experience, explaining how vendors now proactively reach out with discounts and new products—saving time, money, and opening doors she didn't even know existed. The conversation highlights the power of partnerships, word-of-mouth growth, and the realization that 78% of the industry is made up of labs that have historically been overlooked. Join us at exocad Insights 2026, happening April 30–May 1, 2026, on the stunning island of Mallorca, Spain. This two-day event features powerhouse keynotes, hands-on workshops, live software demos, and top-tier industry showcases—all in one unforgettable setting. Barb and Elvis will be on site bringing you exclusive interviews, plus don't miss the FIRST 5k run on the coast! And of course, cap it all off with the legendary exoGlam Night under the stars. Tickets are limited. Visit exocad.com/insights-2026 and use code VFTBPalma15 for 15% off.Special Guests: Carrie Ling, Darin McCue, Josh Williams, Savannah Elkins, and Vicki Thomas.

Today, we're chatting with Cathy Moscardini, Depop's Head of Sustainability. Listeners of this show, you of course know Depope – it's one of the most culturally influential resale platforms in the world. Founded in 2011 with a mission to make fashion circular, the community-powered marketplace has grown to 56 million registered users, with over 136 million items given a second life through its platform.  Part vintage marketplace, part social community, as well as being a launchpad for many young entrepreneurs, Depop has helped reshape what it means to shop, sell, and style yourself in the digital age. Cathy's path here was anything but linear. A languages graduate who spent time in Chinese factories and volunteering in Nicaragua, she saw firsthand the vast distance between where fashion is made and where its consequences are felt. That experience lit a fire that took her into sustainability strategy eventually at Depop, where she's been focused on one of the most important questions in the circular economy: is resale actually reducing consumption, or just reshaping it? During her time at Depop, Cathy has led the work of quantifying and communicating the real impact of resale — which has included developing industry-aligned methodologies in partnership with organizations like WRAP as well as other resale platforms, and proving with data that buying secondhand is not just a trend, but a meaningful lever for changing fashion's environmental footprint. She's also the person making sure that sustainability isn't siloed in one corner of Depop's business, but woven into every product decision, every marketing campaign, and every feature designed to make it easier and more exciting to choose pre-loved. Those tapped into the universe of Pre-Loved will be aware that last month eBay has entered into a definitive agreement to acquire Depop from Etsy, who purchased Depop in 2021, for approximately a $1.2 billion cash deal – we've covered this news as it unfolded. At this time, there's not much more to add, because while eBay and Etsy's Board of Directors unanimously approved the deal, it will not close until the second quarter of this year, subject to closing conditions and regulatory approvals.  Instead, on today's episode, we talk about what it actually takes to shift consumer behavior at scale, why emotional connection to our clothing is in fact a sustainability strategy, and what the data really says about whether secondhand shopping is displacing new production. We also get into the culture of resale — how it's moved from the margins to the mainstream — and what Cathy believes needs to happen next to truly make fashion circular. Let's dive right in.  

Gokul Rajaram is one of the greatest operators turned investors of the last 2 decades. He is trusted as the go to advisor for the greatest founders in the world. Today he serves as a Board Director at three public companies: Coinbase, Pinterest and The Trade Desk. Prior to Marathon (his firm), Gokul served on the executive team at DoorDash and Block. Before Block, he served as Product Director of Ads at Facebook. Earlier in his career, Gokul served as a Product Management Director for Google AdSense. Gokul is also a prolific angel investor, having invested in 700+ companies, including Airtable, Figma, Groq, Runway, Supabase, and Vercel.  AGENDA: 03:53 — Investing Lessons from Google, Doordash and Facebook 05:32 — Why Mark Zuckerberg is the Greatest Distribution Genius Alive 07:23 — Why Every Company Today Needs to be Multi-Product 09:16 — Negative Gross Margins: Are the Best Companies Actually Built on "Shit" Economics? 10:50 — The SaaS Apocalypse: Is the Entire Sector Going to Zero? 12:15 — The 8 Moats of Enduring Software Companies: How to Analyse Companies 14:50 — Why Brand is No Longer a Strong Moat (And What Replaced It) 16:13 — Salesforce vs. Atlassian: Which Systems of Record are Dying? 18:13 — Outcome-Based Pricing: Is This the Total Death of Seat Pricing? 20:16 — The Bolt-On AI Trap: Why Rebuilding Your Entire UX is Non-Negotiable 23:44 — Are the Outcome Sizes of Vertical SaaS Large Enough for VC Today? 28:16 — The Zombie Cohort: What Happens to Private Companies with High Valuations? 32:44 — Is "King Making" Complete Bullshit? 34:21 — Durability Over Margins: What Really Matters in a 100x Growth World 35:36 — The Non-Consumption Miracle: Why Granola and Gamma are Crushing It 38:50 — The PayPal Rule: Can You Raise Prices 5 Times in 3 Years? 42:47 — My Biggest Miss: How I Misread the Shopify Billion-Dollar Mark 45:18 — The Courage to Bet: Why Instacart is the Best VC Deal Ever 46:33 — Seed vs. Growth Pricing: When Does Price Actually Destroy Returns? 50:53 — Does "Proprietary Founder Access" Even Exist? 54:33 — Double Down or Diversify? The Truth About Fund Reserves 59:44 — The Vanta Anti-Portfolio: A Mistake I'll Never Forget 01:01:21 — When to Sell: The "Sell a Third, Hold a Third, Trade a Third" Rule 01:04:12 — Why Remote Early-Stage Companies are Dying 01:07:33 — Why Mid-Level Partners are Fleeing Mega Funds 01:09:47 — The Best CEO Superpowers: Larry, Mark, Jack, and Tony 01:12:33 — The Next 10 Years: Why Dropouts are "AI Maxing" the World