Podcasts about EV

Rivian's first high-volume, more affordable vehicle – the R2 – is getting closer to release, and the initial reviews are extremely positive. Plus: Ferrari's first-ever full-BEV has a very unique interior designed by longtime Apple designer Jony Ive, Toyota gets a bit more serious about electrification with its just-announced Highlander EV, and more! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their "One-time Payment" option! Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!). Enhance your car with cool carbon-fiber upgrades from RPMTesla.com and use the promo code RTLPOD+ for 10% off your next purchase. And make your garage door foolproof with the Infinity Shield – get yours at infinity-shield.com and use the promo code RTL at checkout for a $35 discount.

The boys drink and review Ghost Stories, a smoked black lager from Burlington Beer Company, then discuss infrastructure. After the collapse of the Francis Scott Key Bridge, President Biden promised it would be rebuilt “as soon as humanly possible” — and immediately assumed the federal government would foot the bill. But why is that assumption now automatic? And what does it tell us about the state of American infrastructure policy?In this episode, we take a hard look at the 2021 Infrastructure Investment and Jobs Act (IIJA) as it enters its final year. Using publicly available data and government reporting, we break down what's actually happened versus what was promised.We discuss:* How infrastructure funding really works (authorized vs. obligated vs. outlaid)* Why “money spent” doesn't mean “projects finished”* What's moved fastest (roads and bridges) — and what's lagged badly (broadband and EV charging)* Whether the IIJA genuinely created jobs, or merely supported an already-hot labor market* Why so little of the infrastructure transformation is visible to ordinary Americans* What happens next as the law expires in 2026 and Washington pivots to reauthorization debatesWe also offer a clear scorecard for the IIJA so far — not as a partisan talking point, but as a reality check on how massive federal programs actually unfold over time.If you're wondering whether the Infrastructure Bill delivered, stalled, or quietly reshaped expectations about the federal government's role in rebuilding America, this conversation is for you.

What's a “jock tax,” and why can a pro athlete be taxed by multiple states in a single season? In this episode, Peter and Cecil dig into the world of surprise taxes — the little-known fees and tax rules that can quietly hit your wallet. They start with California's so-called jock tax, using a Super Bowl quarterback example to show how states tax income earned within their borders. From there, the conversation branches into real-life surprises: professional license fees that pop up out of nowhere, federal excise taxes on new trucks, rental and tourist taxes that inflate travel costs, and annual EV registration surcharges that catch new owners off guard. True to form, the hosts keep it informal, curious, and listener-driven — sharing apologies, reading notes from the audience, and inviting you to send in your own surprise-tax stories. It's a practical, eye-opening look at how taxes show up in everyday life, often where you least expect them. #tdsrpodcast #SurpriseTaxes #JockTax #HiddenFees #EVfees #ExciseTax #PersonalFinance #TaxTalk #MoneyMatters #PodcastLife #FinancialLiteracy Connect with us:

Send a textThe bunker jokes stop and the wrenches come out fast: we're unpacking the EPA emissions rollback with a mechanic's eye and a traveler's wallet. If you run an RV, manage a small fleet, or just want your deliveries to arrive when it's 20 below, this conversation puts the headlines in context. We trace how California standards ripple across the country, why SCR and DEF systems burn extra fuel to “save” fuel, and how ultra-low-sulfur diesel robbed pumps of lubricity and raised repair costs. You'll hear the official EPA statement, then our take on what it could mean for trucks, power plants, and your monthly bills.We go deep on diesel tech—staged injection, DPF regens, EGR, and the parts that fail first—then stack it against real-world use cases. Electric vans lose range in heat and cold, the grid strains when temperatures swing, and heavy-duty routes still favor diesel for reliability and energy density. This isn't anti-EV; it's pro-fit. Use electric where cycles and climates work, and sharpen combustion where it doesn't. Engines have gotten radically cleaner through materials, controls, and timing—often without piling on hardware that breaks. The question is whether policy will now reward that smarter path instead of forcing expensive loops that don't survive winter.We also tackle the thorny stuff owners care about: whether deletes could become legal, what that means for warranties, and why you should box every part if you ever pull them. Expect pragmatic tips along the way—restoring lubricity in ULSD, managing regens, and keeping intake valves clean on GDI setups—so you can cut downtime while the rulebook keeps moving. If you buy, drive, fix, or depend on vehicles that keep the world moving, this is your field guide to the rollback's promises and pitfalls.Got the actual policy text? Drop the link on our Facebook page and tell us how these rules hit your MPG, repairs, and routes. If this helped, subscribe, share with a diesel friend, and leave a review so more folks can find it.graithcare.comGraith Care Independent Patient Advocate medical advocacy, consultation, advice US and InternationalFreedom Flag and PoleWe don't just sell flags. We honor America! Thank you for visiting Freedom Flag & Pole! Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show Thank you for listening to this episode of HuttCast, the American Podcast. We hope you enjoyed today's discussion and gained valuable insights. To stay updated on our latest episodes, be sure to subscribe to our podcast on your preferred listening platform. Don't forget to leave us a rating and review, as it helps others discover our show. If you have any comments, questions, or suggestions for future topics, please reach out to us through our website or social media channels. Until next time, keep on learning and exploring the diverse voices that make America great.

In this episode of the podcast, Gary addresses common misconceptions and criticisms surrounding electric vehicles. He discusses various issues such as charging time, environmental impact, running costs, long-distance travel capabilities, charging infrastructure, grid capacity, vehicle pricing, and perceptions of EVs as 'real cars'. Throughout the conversation, he provides insights and counterarguments to these concerns, aiming to clarify the realities of owning and operating an electric vehicle.TakeawaysCharging an EV can be done while doing other activities.The environmental impact of EVs is less significant over time.Running costs of EVs can be lower than petrol cars in many cases.Long-distance travel is feasible with proper planning and infrastructure.Charging infrastructure has improved significantly in recent years.Grid capacity is being planned for the transition to electric vehicles.The price of electric vehicles has decreased over time.Perceptions of EVs as not being 'real cars' are outdated.Public charging costs vary widely and can be managed effectively.EVs offer a quieter and more efficient driving experience. Chapters00:00 Introduction to EV Problems01:02 Charging Time Concerns01:31 They take too long to charge03:48 Environmental Impact of EVs04:53 Cost of Running EVs vs Petrol Cars08:02 They can't do the distance10:17 Charging Infrastructure Issues15:15 Grid Capacity and Power Supply16:11 Cars are too expensive16:27 Cost of EVs17:46 Perceptions of EVs as 'Real Cars'The EV Musings Podcast is sponsored by Zapmap, the go-to app for EV drivers, helping you find and pay for public charging with confidence.Links in the show notes:Living Without a Home EV Charger: Real-World Costs and Strategies - The EV Musings PodcastRapid Charging pricesLeccy.net Charging PricesEpisode produced by Arran Sheppard at Urban Podcasts: https://www.urbanpodcasts.co.uk(C) 2019-2026 Gary ComerfordSupport me: Patreon Link: http://www.patreon.com/evmusingsKo-fi Link: http://www.ko-fi.com/evmusingsThe Books:'So, you've gone electric?' on Amazon : https://www.amazon.co.uk/dp/B07Q5JVF1X'So, you've gone renewable?' on Amazon : https://amzn.to/3LXvIckSocial Media:EVMusings: Twitter https://twitter.com/MusingsEvInstagram: @EVmusingsOctopus Energy referral code (Click this link to get started) https://share.octopus.energy/neat-star-460Upgrade to smarter EV driving with a free week's trial of Zapmap Premium, find out more here https://evmusings.com/zapmap-premium

TRUMP DÉCLARE LA GUERRE AUX NORMES: V8 SAUVÉS?TORQ - Épisode 529Trump vient de frapper fort sur les règles de pollution aux États-Unis: crédits EPA, start/stop, normes GES… mais qu'est-ce que ça change VRAIMENT pour nous, passionnés d'autos et de pickups? Dans cet épisode TORQ, je t'explique ça simplement (niveau “12 ans”), sans bla-bla politique:✅ Ce que Trump/EPA vient de changer✅ Ce que les manufacturiers pourraient enlever (start/stop & gadgets CO2)✅ Ce qui ne bougera PAS (catalyseur, DEF/DPF/SCR diesel, etc.)✅ Impact sur les V8, les pickups, le prix des véhicules et le futur de l'auto✅ Les vrais gagnants… et les risques (poursuites, États ZEV, CAFE, etc.)T'es pro V8, pro EV, ou juste tanné des gadgets? Peu importe: on met les faits sur la table.YOUTUBE Membres VIP :https://www.youtube.com/channel/UCbha0iHrKImRyDXbDNO-EJw/joinSpotify Membres VIP :https://podcasters.spotify.com/pod/show/torqpodcast/subscribeFAST WHEELS https://fastco.ca/Fast-Wheels/HomeSuivez-Nous sur Instagram :@JulTorq : https://www.instagram.com/jultorq/ #Pickup #V8 #Trump

Benvenuti ad una nuova puntata di Garagisti Tech: il format indipendente dove commentiamo news economiche, tech, AI e startup.Qui nel Garage ci sporchiamo le mani: ogni puntata tanti bulloni utili da avvitare agli ingranaggi della tua azienda o organizzazione.Garagisti Tech d'eccezione di questa puntata:

Weekly Briefing: Are US car dealers really that more advanced than the Brits?Ferrari confirms ‘Luce' name for first EV and reveals iPhone-inspired interiorSuzuki GB boss confirmed for Car Dealer Live 26 as event line-up growsNew Dacia UK brand director to take to Car Dealer Live 26 stage on March 19

Did you see Ring's Super Bowl ad and see happy puppies reunited with their owners? Or did you see the seeds of a complete, always-on surveillance nightmare coming for us all? David and Nilay discuss which is the right answer, why so many people don't want to trust tech companies, and why Ring might not care much about the difference. After that, the hosts discuss the ads coming to ChatGPT, the surprising number of AI executives quitting their jobs and issuing dire warnings on the way out, and the fake ad for OpenAI gadgets. In the lightning round, it's time for an extra long Brendan Carr is a Dummy, the latest Ferrari EV, the future of Siri, and more. Further reading: Jeffrey Epstein's digital cleanup crew  Jeffrey Epstein might not have created /pol/, but he helped carry out its mission Amazon Ring's lost dog ad sparks backlash amid fears of mass surveillance  Wyze is sticking it to Ring Sen. Markey calls on Amazon to “discontinue” Ring monitoring features Ring's new Search Party feature is on by default; should you opt out? Ring launches upgraded cameras with Retinal Vision 4K recording What the Guthrie case reveals about your ‘deleted' doorbell footage  FBI releases recovered footage from Nancy Guthrie's Nest cam  OpenAI's first hardware slips to 2027 OpenAI's supposedly ‘leaked' Super Bowl ad with ear buds and a shiny orb was a hoax  Two more xAI co-founders are among those leaving after the SpaceX merger  OpenAI reportedly disbanded its Mission Alignment team OpenAI fired exec who opposed ‘adult mode'  Read an Anthropic AI safety lead's exit letter: 'The world is in peril' Opinion | I Left My Job at OpenAI. Putting Ads on ChatGPT Was the Last Straw.  What Is Claude? Anthropic Doesn't Know, Either ChatGPT's cheapest options now show you ads  Here are the brands bringing ads to ChatGPT  Claude gets more free features to capitalize on ChatGPT ads Ex-OpenAI researcher has “deep reservations” about its approach to ads Brendan Carr is a Dummy theme submitted by Michiel Vanhoudt on BlueSky FTC says it's ‘not the speech police' in letter warning Apple News about its alleged promotion of left-leaning outlets Ferrari's first EV will have an interior designed by Jony Ive  Here's what the Ferrari Luce's buttons, switches, and knobs sound like. The early reviews of the Rivian R2 are starting to roll in Live Nation's monopoly trial is reportedly fracturing Trump's Justice Department  YouTube is coming to the Apple Vision Pro Apple keeps hitting bumps with its overhauled Siri  The iPhone 17e could launch soon with MagSafe and an A19 chip  Apple might let you use ChatGPT from CarPlay  Paramount ups its offer for Warner Bros. Discovery, again Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

A.M. Edition for Feb. 13. The USS Gerald R. Ford aircraft carrier is being sent to the Middle East, as the Pentagon steps up plans for a potential attack on Iran. Plus, the bill comes due for Detroit after Washington's EV u-turn. And WSJ Brussels Bureau Chief Daniel Michaels raises the curtain on the Munich Security Conference, where recent estrangement between the U.S. and its European allies is likely to be on display. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Ives is the Global Head of Technology Research at Wedbush Securities and one of the most widely followed analysts covering AI and U.S. tech. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Dan explains why the recent selloff in software is disconnected from fundamentals, how AI CapEx is driving a fourth industrial revolution, and why U.S. tech remains structurally ahead. We also discuss the relationship between AI and bitcoin, the current risk-off environment, and why Dan believes we're still early in a multi-year tech bull cycle.======================Sign up for the Gemini Credit Card: https://gemini.com/pomp #GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: https://gemini.com/legal/cardholder-agreement Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: https://gemini.com/legal/credit-card-rewards-agreement Checking if you're eligible will not impact your credit score. If you're eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================0:00 - Intro0:22 - Is the tech bull market over?1:55 - Why do people want U.S. software companies to fail?4:30 - If tech is up 20%, what happens to the S&P 500?6:16 - Are AI & Bitcoin actually connected?9:02 - Do power and data center constraints limit AI's upside?13:22 - How robotics will change labor & profits15:45 - Where does bitcoin go over the next few years?17:06 - Which tech companies are misunderstood or undervalued?19:30 - Are we near a market bottom?

*Buy an EZ "DEFECTOR" hoodieNote: "Act 1" was a separate published audio podcast.*Check out EZ's morning radio show "The InZane Asylum Q100 Michigan with Eric Zane" Click here*Get a FREE 7 day trial to Patreon to "try it out."*Watch the show live, daily at 8AM EST on Twitch! Please click here to follow the page.Email the show on the Shoreliners Striping inbox: eric@ericzaneshow.comTopics*What exactly is "The SAVE Act" and why is EZ supposed to hate it?*EZ drops another grand at Big Vet*Old vid of skier destroying dick and balls.*Audience member Chris checked out a recent FBHW bits that was a huge pile of shit.*US Attorney General Pam Bondi grilled about Epstein, answers with facts about stock market.*Trailer for Scream Murder docu*Moron steals mail from mail boxes; easily busted.*EZ reveals a night of felonies *EZ son, Jim joins show to talk solar system project and opening grandma's urn*Asshole of the daySponsors:Merchant Automotive, SkyDive Grand Haven, Impact Powersports, Kuiper Tree Care, Frank Fuss / My Policy Shop Insurance, Kings Room Barbershop, Shoreliners,  Ervines Auto Repair Grand Rapids Hybrid & EV, TC PaintballInterested in advertising? Email eric@ericzaneshow.com and let me design a marketing plan for you.Contact: Shoreliners Striping inbox eric@ericzaneshow.comDiscord LinkEZSP TikTokSubscribe to my YouTube channelHire me on Cameo!Tshirts available herePlease subscribe, rate & write a review on Apple Podcastspatreon.com/ericzaneInstagram: ericzaneshowTwitterSupport this podcast at — https://redcircle.com/the-eric-zane-show-podcast/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

*Buy an EZ "DEFECTOR" hoodieNote: "Act 2" will be a separate published audio podcast.*Check out EZ's morning radio show "The InZane Asylum Q100 Michigan with Eric Zane" Click here*Get a FREE 7 day trial to Patreon to "try it out."*Watch the show live, daily at 8AM EST on Twitch! Please click here to follow the page.Email the show on the Shoreliners Striping inbox: eric@ericzaneshow.comTopics*What exactly is "The SAVE Act" and why is EZ supposed to hate it?*EZ drops another grand at Big Vet*Old vid of skier destroying dick and balls.*Audience member Chris checked out a recent FBHW bits that was a huge pile of shit.*US Attorney General Pam Bondi grilled about Epstein, answers with facts about stock market.*Trailer for Scream Murder docu*Moron steals mail from mail boxes; easily busted.*EZ reveals a night of felonies *EZ son, Jim joins show to talk solar system project and opening grandma's urn*Asshole of the daySponsors:Merchant Automotive, SkyDive Grand Haven, Impact Powersports, Kuiper Tree Care, Frank Fuss / My Policy Shop Insurance, Kings Room Barbershop, Shoreliners,  Ervines Auto Repair Grand Rapids Hybrid & EV, TC PaintballInterested in advertising? Email eric@ericzaneshow.com and let me design a marketing plan for you.Contact: Shoreliners Striping inbox eric@ericzaneshow.comDiscord LinkEZSP TikTokSubscribe to my YouTube channelHire me on Cameo!Tshirts available herePlease subscribe, rate & write a review on Apple Podcastspatreon.com/ericzaneInstagram: ericzaneshowTwitterSupport this podcast at — https://redcircle.com/the-eric-zane-show-podcast/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The climate emergency is not going away and neither are host Susan Oxley and guest Bill McClain. In this episode of Climate Brewing, Susan and Bill McClain explore how smart climate policy can drive both environmental and economic progress. From electric school buses and wildfire mitigation to salmon restoration and EV infrastructure, the conversation highlights how climate action is already improving lives across Washington state. Bill also explains how Clean and Prosperous America is working nationwide to elect climate champions and strengthen grassroots organizing. If you're curious about practical, hopeful solutions to the climate crisis, this is a conversation you won't want to miss. Listen to more episodes in the Climate Brewing series. Download the Transcript. Thanks for listening to Faith Unfiltered!Follow us on Facebook and Instagram!Intro and Outro music used with permission: “For Everyone Born,” Community of Christ Sings #285. Music © 2006 Brian Mann, admin. General Board of Global Ministries t/a GBGMusik, 458 Ponce de Leon Avenue, Atlanta, GA 30308. copyright@umcmission.org “The Trees of the Field,” Community of Christ Sings # 645, Music © 1975 Stuart Dauerman, Lillenas Publishing Company (admin. Music Services). All music for this episode was performed by Dr. Jan Kraybill, and produced by Chad Godfrey. NOTE: The series that make up Faith Unfiltered explore the unique spiritual and theological gifts Community of Christ offers for today's world. Although Faith Unfiltered is a Ministry of Community of Christ. The views and opinions expressed in this episode are those speaking and do not necessarily reflect the official policy or position of Community of Christ.

AlabamaThe Child Rape Death Penalty Act goes into effect as state law on 10/1Sen. Britt supports SAVE Act in the Senate, GOP delegates for AL voted to pass the election bill in the US HouseState Senator Orr says bill to re-structure the PSC not well received in senateCandidates in GOP primary for CD-1 are opposed to solar farm proposal near StocktonMobile pastor, Travis Johnson, talks about revival in the US, and the generations where its happening the mostNationalDHS to shutdown this weekend as negotiations stall between Dems in Congress and President TrumpEPA ends major policies re: greenhouse gas emissions regulationsReport show IRS agents and federal workers have $1.5B in unpaid taxesMN has nation's largest outbreak of STI that incites ringwormsFord predicts major profit losses for next 3 years due to EV production

Shoot us a Text.Episode #1268: Today we cover Lithia's reluctance to sell Chinese brands in the U.S., Stellantis quietly bringing diesel back to Europe as EV demand cools, and how companies like Canva and Meta are now testing job candidates on how well they use AI instead of banning it.Show Notes with links: Lithia Motors CEO Bryan DeBoer signaled the company is not planning to be an early retailer of Chinese vehicles in the U.S. or Canada, citing the lack of a built-in service base to support long-term profitability.DeBoer said without an established fleet of vehicles on the road, new Chinese brands would not provide the recurring service traffic dealerships rely on.After-sales generated 41% of Lithia's gross profit in 2025 with a 58% gross margin.Lithia currently sells several Chinese brands in the U.K., including BYD, MG, Chery, Leapmotor and Jaecoo, across a “double-digit” number of stores.DeBoer said entering the U.S. market would require a broader partnership with a Chinese automaker, including greater control over after-sales operations and potentially pricing, in order to make the economics work without an existing service base.Stellantis is quietly reintroducing diesel engines across at least seven models in Europe, positioning the automaker against Chinese EV competitors and responds to sustained customer demand.Diesel accounted for just 7.7% of European new car sales in 2025, compared to 19.5% for fully electric vehicles, but remains a lower-cost alternative for high-mileage and towing customers.Chris Knapman, CarGurus UK editorial director: “If you're a European brand looking to differentiate yourself, diesel is an area where you could have a competitive advantage over those newer brands.”A growing number of companies are no longer trying to prevent candidates from using AI during interviews — they're encouraging it. Firms like Canva, Meta and McKinsey are redesigning hiring processes to evaluate how well applicants work with AI tools.Canva reworked technical interviews to allow — and expect — AI use, focusing on complex problems where candidates must show how they interact with the tool, not just the output.Candidates share their screens or submit AI chat transcripts so interviewers can evaluate judgment, iteration and decision-making.Arcade, an IT startup, now expects candidates to use AI in take-home exercises, emphasizing a candidate's “taste” and ability to refine AI-generated work.Meta is developing AI-assisted coding interviews, and McKinsey is piloting case interviews using its internal AI tool, Lilli.“What we're testing for now … is an ability to harness that power, to control that power — to kind of ride the dragon,” said Canva CTO Brendan Humphreys.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Lithium ion batteries power our everyday lives and are at the heart of the green electric revolution. But there's a very dirty story behind the clean image - the minerals and rare earths that go into making our phone and EV batteries are as geopolitically important as oil once was. Journalist Nicolas Niarchos' The Elements of Power starkly outlines the ravaging cost to the people and the environment where they're mined, and the global machinations by superpowers including China and the USA as they vye for world dominance. Nicolas Niarchos tells Susie extractive capitalism and its supply chain wreaks havoc across the globe, not least on the messy reality of a greener future.

Under the Trump administration, the Department of Housing & Urban Development has hardened the policies behind a program meant to shelter the city's unhoused population. Crain's contributor Judith Crown discusses with host Amy Guth.Plus: Chicago to sell $1 billion in debt from unpaid fees despite uncertain buyers; investors trade sports, Oscars and the price of gold as prediction markets take off; Rivian warns losses will persist ahead of next-generation EV debut and Springfield reignites fight over who pays for Illinois' data center boom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Prime Minister Mark Carney and federal opposition leaders travel to Tumbler Ridge for a community vigil. RCMP identify victims killed in Tumbler Ridge, BC mass shooting. BNP scored landslide victory in Bangladesh election. Global leaders gather for the Munich Security Conference amid warnings of "wrecking ball" politics. Canada's military police watchdog says the handling of a sexual assault investigation, where the suspect took his own life, was flawed. EV sales have fizzled. Could what's on offer at The Toronto Auto Show re-spark the market?

In this week's edition of The Lion Week in Review, Chris Stigall and Dr. Josh Mann break down the top stories shaping culture, policy, and faith. They highlight the White House launch of TrumpRx.gov, a new platform delivering lower prescription drug prices through most-favored-nation deals with pharmaceutical companies—bringing U.S. costs in line with global rates and marking a major win for American patients.The discussion turns to a tragic mass shooting in British Columbia by an 18-year-old transgender individual, examining patterns of mental health struggles and gender dysphoria in recent violent incidents, while noting a shift toward common-sense medical views on youth transitions.They also cover the SAVE Act's momentum after House passage, requiring proof of citizenship for voter registration and ID at the polls—a broadly popular measure now headed to the Senate. Plus, insights on economic indicators, Ford's EV losses, and National Marriage Week amid reports of a "dating recession." It's a straightforward look at the week's biggest issues from a principled perspective.00:00:00 - Introduction00:00:26 - Opening Stories Overview00:00:46 - TrumpRx Drug Price Launch00:05:10 - First Lady's Children's Inn Visit00:07:07 - British Columbia School Shooting00:09:19 - Tide Turning on Youth Transitions00:14:22 - SAVE Act and Voter ID Push00:19:55 - Economic Updates and Affordability00:22:30 - Ford's EV Losses00:24:08 - National Marriage Week Insights00:25:20 - Faith and Freedom 250 Segment Follow The Lion on Facebook, Instagram, X, and YouTube. You can also sign-up for our newsletter and follow our coverage at ReadLion.com. To learn more about the Herzog Foundation, visit HerzogFoundation.com. Like and follow us on Facebook, X, and Instagram, or sign up to receive monthly email updates. #ChristianEducation #Education #EducationPolicy #EducationReform #FaithAndLearning #Family #FaithInEducation #Faith #Homeschool #ChristianSchool #PrivateSchool #EducationNews #News #Religion #ReligiousNews #PublicSchool #SchoolNews #NewsShow #SchoolChoice

Angela and Olivia join me with an EV update and news that Ford and others are cutting back after massive losses. We also update you on charges for the suspect in last weeks west Flag shootout and deaths of DPS helicopter pilots. 

China has stepped up measures for the holiday rush, upgrading rail services, expanding highway EV charging, and adding airport self-service and security facilities to ease congestion (01:06). World leaders are attending the Munich Security Conference, which warns of "wrecking-ball politics" and a Trans-Atlantic rift (11:22). Grief and calls for accountability fill Minneapolis memorials as Governor Walz urges vigilance during the federal ICE drawdown (23:52).

Safety isn't a slogan when streets get crowded and celebrations kick off. We sit down with a Texas Department of Public Safety sergeant for an unfiltered look at Mardi Gras patrols in Galveston—how a small island city scales up with state troopers and partner agencies to keep families safe, traffic moving, and DWIs down without killing the vibe. It's a masterclass in proactive policing and the power of visible, coordinated presence.From parades to neighborhoods, we tackle a growing hazard: mini electric pocket bikes. They're fast, silent, and, under Texas law, not street legal. Our guest breaks down exactly why these “mini pocket bikes” don't qualify for public roads, what makes an e-bike legal, and how parents can avoid tragic outcomes by setting strict rules and keeping these toys off the street. Then we open the door on a quieter crisis—youth vaping—and how it's bleeding into underage DUIs. We talk real risks, from THC exposure to potential contamination, and share practical steps for families, schools, and communities to push back.Truck lovers and daily commuters will appreciate our deep dive into CDL testing, weigh station enforcement, and why overweight citations matter. The sergeant details the tougher inspections rolling out along major Texas corridors, what triggers mandatory pull-ins, and how serious crashes can shut down roads for hours. We round it out with a fast lap through automotive headlines: China's push for mechanical EV door releases after fatal incidents, Volkswagen's software-first strategy in China, Porsche's EV cost crossroads, and Cadillac's move into Formula One—all while dealer networks wrestle with direct-to-consumer sales models.Hit play for candid insights, practical safety tips, and a clear-eyed view of how policy, technology, and enforcement shape our roads. If this conversation helped you see the road differently, subscribe, leave a review, and share it with a friend who drives.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.---- ----- Want more In Wheel Time car talk any time? In Wheel Time is now available on Audacy! Just go to Audacy.com/InWheelTime where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

Crandon International Raceway has become one of the most iconic and fastest-growing motorsports destinations in America — and its momentum is only accelerating.In this Race Industry Week by EPARTRADE interview, Marty Fiolka, Promoter of Crandon International Raceway, explains how the legendary Wisconsin venue has evolved into a five-day off-road festival, drawing record crowds, global manufacturers, and international attention — while staying deeply rooted in its grassroots community.

The European Union has launched the cPAID project, short for Cloud-based Platform-agnostic Adversarial AI Defence Framework, to address one of today's most urgent digital challenges: securing Artificial Intelligence (AI). AI is now crucial to healthcare, transport, energy, and environmental monitoring, yet it faces new kinds of cyberattacks, such as poisoned training data, deceptive inputs, and model theft, which are risks that traditional security cannot stop. cPAID, an HORIZON project, launched in 2024 with a lifespan of 3 years, brings together 17 organisations across Europe, including universities, research institutes, technology companies, and a hospital. Its goal is to create a framework that protects AI systems throughout their entire lifecycle, from data collection and training to deployment and real-time operation. The project is developing tools to test AI against simulated cyberattacks, monitor behaviour for abnormalities, and adapt dynamically to emerging risks. It extends established practices in software development by embedding privacy, security, and explainability into every stage of AI. Generative AI will be used to create realistic attack scenarios, strengthening defences before systems are exposed to real-world threats. To ensure its solutions are practical, cPAID will be validated in five pilot projects. The project includes five pilot projects, each targeting a critical domain. In Energy, worker robots are deployed to monitor EV batteries. In Surveillance, 5G-enabled drones are used to detect wildfires in remote forest areas. In Health, efforts focus on securing remote, AI-assisted medical devices. In Transportation, pilots will test the robustness of object-detection systems for autonomous ships. Finally, in Cybersecurity Awareness, experts are trained to simulate real-world challenges. Each pilot provides a demanding environment to test the framework and demonstrate its value in critical sectors. By making AI security a built-in feature rather than an afterthought, cPAID will help organisations innovate with confidence while protecting users. More than that, cPAID aspires to support Europe's digital autonomy and prepares the ground for compliance with regulations such as the upcoming AI Act and cybersecurity directives, while at the same time, for citizens, making AI secure means safer services, stronger data protection, and greater trust in the AI systems shaping everyday life. More information is available here: https://cpaid.eu/

Mark Simone claimed the top spot for midday news talk radio in 2025, as reported by Barrett Media. In the Savannah Guthrie case, authorities are looking at a delivery driver as the possible intended suspect. Border Czar Tom Homan announced that ICE will be pulling out of Minnesota. Mark interviews economist Steve Moore. He explains that the government sector shrinking is actually positive for the overall economy. Ford's CEO released a statement noting that EV sales have significantly underperformed expectations. NFL players are reportedly losing thousands of dollars because of California's Jock Tax. What changes does the Big Beautiful Bill bring when it comes to filing your taxes this year? With many seats currently up for grabs in the upcoming Midterms, it's a crucial time for the RNC and the GOP. Nikki Haley was allegedly not offered a role in Trump's administration due to concerns about her attitude. During Trump's first term, CNN experienced a “Trump bump” that boosted its ratings. Mark interviews WOR Weeknight host Jimmy Failla. What's the latest discussion surrounding Voter ID requirements at the polls? Did former President Obama use voter fraud tactics to push Obamacare? Jimmy Failla's name appears in the Epstein files, though not for any wrongdoing, while the Clintons' situation is viewed differently. Plus, some Valentine's Day advice for your significant other.See omnystudio.com/listener for privacy information.

Mark Simone claimed the top spot for midday news talk radio in 2025, as reported by Barrett Media. In the Savannah Guthrie case, authorities are looking at a delivery driver as the possible intended suspect. Border Czar Tom Homan announced that ICE will be pulling out of Minnesota. Mark takes your calls! Mark interviews economist Steve Moore. He explains that the government sector shrinking is actually positive for the overall economy. Ford's CEO released a statement noting that EV sales have significantly underperformed expectations. NFL players are reportedly losing thousands of dollars because of California's Jock Tax. What changes does the Big Beautiful Bill bring when it comes to filing your taxes this year?

He explains that the government sector shrinking is actually positive for the overall economy. Ford's CEO released a statement noting that EV sales have significantly underperformed expectations. NFL players are reportedly losing thousands of dollars because of California's Jock Tax. What changes does the Big Beautiful Bill bring when it comes to filing your taxes this year?

Mark Simone claimed the top spot for midday news talk radio in 2025, as reported by Barrett Media. In the Savannah Guthrie case, authorities are looking at a delivery driver as the possible intended suspect. Border Czar Tom Homan announced that ICE will be pulling out of Minnesota. Mark takes your calls! Mark interviews economist Steve Moore. He explains that the government sector shrinking is actually positive for the overall economy. Ford's CEO released a statement noting that EV sales have significantly underperformed expectations. NFL players are reportedly losing thousands of dollars because of California's Jock Tax. What changes does the Big Beautiful Bill bring when it comes to filing your taxes this year?See omnystudio.com/listener for privacy information.

He explains that the government sector shrinking is actually positive for the overall economy. Ford's CEO released a statement noting that EV sales have significantly underperformed expectations. NFL players are reportedly losing thousands of dollars because of California's Jock Tax. What changes does the Big Beautiful Bill bring when it comes to filing your taxes this year?See omnystudio.com/listener for privacy information.

Mark Simone claimed the top spot for midday news talk radio in 2025, as reported by Barrett Media. In the Savannah Guthrie case, authorities are looking at a delivery driver as the possible intended suspect. Border Czar Tom Homan announced that ICE will be pulling out of Minnesota. Mark interviews economist Steve Moore. He explains that the government sector shrinking is actually positive for the overall economy. Ford's CEO released a statement noting that EV sales have significantly underperformed expectations. NFL players are reportedly losing thousands of dollars because of California's Jock Tax. What changes does the Big Beautiful Bill bring when it comes to filing your taxes this year? With many seats currently up for grabs in the upcoming Midterms, it's a crucial time for the RNC and the GOP. Nikki Haley was allegedly not offered a role in Trump's administration due to concerns about her attitude. During Trump's first term, CNN experienced a “Trump bump” that boosted its ratings. Mark interviews WOR Weeknight host Jimmy Failla. What's the latest discussion surrounding Voter ID requirements at the polls? Did former President Obama use voter fraud tactics to push Obamacare? Jimmy Failla's name appears in the Epstein files, though not for any wrongdoing, while the Clintons' situation is viewed differently. Plus, some Valentine's Day advice for your significant other.

Super Bowl AI ads are probably why RAM is so expensive, ChatGPT ads are here, Apple's Siri update with Gemini is delayed “again,” Ferrari's first EV with Jony Ive-designed interior, and a wild  Vision Pro experiment.Ad-Free + Bonus EpisodesShow Notes via EmailCreative Effort - Jason's PodcastWatch on YouTube!Join the CommunityEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on Threads------------------------------Sponsors:Claude AI - Ready to tackle bigger problems? Sign up for Claude today and get 50% off Claude Pro, which includes access to Claude Code at: claude.ai/primaryCleanMyMac - Get Tidy Today! Try 7 days free and use my code PRIMARYTECH for 20% off at clnmy.com/PRIMARYTECH------------------------------Links from the showStephen's Vision Pro Experiment - YouTubeAn app developer is suing Apple for Sherlocking it with Continuity Camera | The VergeBen Affleck & Jennifer Aniston Star In 'Good Will Dunkin' Super Bowl Ad - YouTubeJurassic Park... Works | Big Game Commercial 2026 | Xfinity - YouTubeArtlist's Official Big Game Commercial 2026 - YouTubeYouTube TV Gets Cheaper Sports, News, and Entertainment Bundles - MacRumorsChatGPT's cheapest options now show you ads | The VergeHere are the brands bringing ads to ChatGPT | The VergeiOS 26.3 has fixes for 35+ security issues on iPhone, details here - 9to5MacApple's iOS 26.4 Siri Update Runs Into Snags in Internal Testing; iOS 26.5, 27 - BloombergDaring Fireball: Apple Is Delaying the ‘More Personalized Siri' Apple Intelligence FeaturesApple picks Google's Gemini to run AI-powered Siri coming this yearBlastDoor for Messages and IDS - Apple SupportApple Acquires 'Severance', Eyes Season 3 Start and Season 4 (Exclusive)Ferrari's first EV will have an interior designed by Jony Ive | The VergeGoogle Photos brings 'Create with AI' templates to iPhoneOpenAI's Jony Ive-Designed Device Delayed to 2027 - MacRumorsAirDrop-Quick Share Interoperability Expanding to More Android Phones - MacRumorsMeta launches AI algorithm personalization feature for ThreadsTikTok launches an opt-in Local Feed in the US leveraging users' precise location | TechCrunchCoinbase rolls out AI tool to 'give any agent a wallet' | The Block ★ Support this podcast ★

Shoot us a Text.Episode #1267: CarMax taps a hospitality CEO to sharpen its digital edge, Toyota makes a disciplined move into three-row EVs with the Highlander name, and AI-generated resumes are creating new hiring headaches for retailers and operators. Show Notes with links: CarMax brings in a hospitality heavyweight to steer its turnaround. The nation's largest used-car retailer has tapped former InterContinental Hotels Group CEO Keith Barr to lead the charge as sales stall and Carvana gains ground. His mission: sharpen digital retail and squeeze costs.Barr takes over in March, replacing Bill Nash amid stagnant sales and rising competition from Carvana.CarMax operates 250+ stores covering 85% of the U.S., but retail volumes fell 8% last quarter.The focus: improve online conversion, streamline vehicle acquisition and reconditioning costs.Analysts say CarMax's omnichannel model may be confusing buyers and hurting digital sales.Barr is confident: “All those foundational pieces are there… we're going to sell more cars and continue to create more value for shareholders.”Toyota is making a calculated move into EVs with the Highlander EV—on its own terms. By putting the Highlander name on a three-row electric SUV, the company signals a strategic shift rooted in discipline, profitability, and market timing rather than rapid expansion.Toyota preserved margins while competitors absorbed heavy EV losses, maintaining flexibility as demand cooled.It's entering the most profitable U.S. segment—three-row midsize SUVs—with a name buyers already trust.Domestic production in Kentucky reduces tariff exposure and political risk while strengthening its U.S. footprint.Leadership under CEO Koji Sato appears focused on controlled scale and sustainable growth.AI may be speeding up hiring—but it's also muddying the truth. New survey data shows a growing disconnect between what candidates claim on resumes and what they can actually do on the job, with AI tools making embellishment easier than ever.80% of hiring managers say resumes often don't match real-world skills; 34% say it happens “all the time” or “often.”Retail examples include POS “experts” who couldn't navigate the system and candidates who folded instantly in negotiation role-play.86% of hiring leaders believe AI makes it too easy to exaggerate skills; 42% see it as a serious hiring risk.Meanwhile, 80% of hiring managers dislike AI-generated resumes, and over half are less likely to hire obvious AI users.As Express CEO Bob Funk Jr. put it: “Integrity is still a competitive advantage.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Is the "Gold Rush" of 2025 just the beginning? In this episode of The Futures Rundown, host Mark Longo is joined by Dana Samuelson, Founder and President of the American Gold Exchange, to dissect one of the most unprecedented years in the history of precious metals. From gold shattering all-time highs to silver's "Black Friday" volatility and the rise of the "debasement trade," we dive deep into the forces driving the 2026 commodities market. Whether you're a seasoned futures trader or a physical metal collector, this episode provides the expert insight you need to navigate these "scary" markets. In This Episode, We Explore: The Unprecedented Bull Run: Why Dana Samuelson, a 46-year market veteran, calls the recent action in gold and silver unlike anything seen since 1980. The "Debasement Trade": How global tariffs, the shifting status of the US Dollar, and central bank demand are fundamentally altering gold's value proposition. Silver's Wild Ride: A look at the "Indian Influencer" effect, industrial demand from the EV battery sector (Samsung), and why silver is facing a physical supply squeeze. The Gold-to-Silver Ratio: Analyzing the massive divergence and subsequent "catch-up" trades that rocked the second half of 2025. Bitcoin vs. Gold: Is BTC truly "Digital Gold"? We discuss the bifurcation of investors and where both assets fit in a modern portfolio. The Trading Pit: A breakdown of the week's movers, including Nat Gas reversals, the Yen's resurgence, and the most active contracts on the CME (10-Year Notes, Nasdaq Micros, and more). "We've seen industry going directly to the supply chain source to secure silver for the future... we've never seen anything like this." — Dana Samuelson

In this episode of Run the Numbers, CJ Gustafson talks with Rivian CFO Claire McDonough about financing one of the most capital-intensive businesses in the world. They cover long-term investment decisions, capacity planning, cash management as production scales, lessons from Rivian's nearly $14B IPO, the risks of over- and under-building, and why federal EV tax credits matter more than most people think.—SPONSORS:Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cj—LINKS: Claire on LinkedIn: https://www.linkedin.com/in/claire-rauh-mcdonough-5291b946/Rivian: https://rivian.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Why Revenue Recognition Is the Next AI Battleground | Dan Miller of RightRevhttps://youtu.be/TxhTtwmOass—TIMESTAMPS:00:00:00 Craziest Expense Story at Rivian00:01:22 Intro to Claire McDonough00:03:09 Capital Intensity and Vertical Integration at Rivian00:06:44 Raising $14B: How Rivian Planned Its IPO Capital00:10:22 Capacity Planning and Scaling R2 Production00:12:13 Sponsors — Tabs, Abacum, Brex00:15:34 Sweating Existing Capacity vs Overbuilding00:18:22 Winning EV Adoption from ICE Buyers00:22:27 How Federal EV Tax Credits Shape EV Pricing00:26:03 Sponsors — Metronome, RightRev, Rillet00:29:27 R2 as a Driver of Long-Term Profitability00:33:14 Supply Chain as the Critical Path to Launch00:36:53 Product Roadmap as the Anchor for Capital and Headcount00:39:40 Peloton and Flipkart Lessons from Banking00:43:42 Biggest Career Mistake00:44:50 Advice to Younger Self00:47:19 Rivian's Finance Software Stack

Episode 116 of the CarQuicks Podcast gets right into the news from Ferrari and their incoming EV, the Luce. We discuss their new interior and the famous name and design house behind it.-Toyota reveals its all-new, all-electric Highlander, completely changing its playbook for what the Highlander has been for years.-Genesis may have lied about their Magma GT, GM claims their V8 has been fixed, I travel across teh country to more car shows and more!_Sit back, relax, and enjoy! This is CarQuicks!__________#2027Highlander #automotivepodcast #automotiveindustry #CarQuicksPodcast #Toyota #Highlander #Episode116 #GMrecall __________00:00:00 Introduction00:01:09 Ferrari Reveals an Apple-flavored Interior00:13:21 Genesis Magma GT is a Corvette?00:16:16 GM fixes their V8s with one noticeable change00:22:43 2027 Toyota Highlander EV Revealed00:44:21 Visiting the Houston Auto Show and Chicago Auto Show | My Review00:59:45 Channel Updates | Upcoming Automotive Events | Shooting new content01:01:56 GR Corolla Updates!01:05:17 Outro__________Have you been riding around listening to music and want MORE from your system? A bit more bass, some treble, some mids. Watch my video here on the Beat Sonic Amp: https://youtu.be/_7zIIa9Tuck-If you want more bass AND a Discount, follow this link!https://www.beatsonicusa.com/?ref=CAMERONBIGGS-Get the best dash cam on the market! | The WolfBox G900 Pro https://wolfbox.com/?ref=rwnvizku&utm_source=goaff-Check out my installation/review video here! | https://youtu.be/RrwW2WTut_0-PLUS, get 10% OFF your purchase with code CAMERON__________Keep that P1 on you!The INNOVV P1 Portable Air Inflator is a MUST for any car enthusiast or owner. Grab yours with my discount below:- Exclusive link: https://innovv.com?sca_ref=9448526.IxBuWtWjXz Discount code： CARQUICKSAmazon: - https://www.amazon.com/dp/B0F4XNPR3Y Discount code： QDH324GBVideo: https://youtube.com/shorts/jFdhq091ijE?si=t02l1s3er8EXQeWo__________Want better throttle response from your car? Better driveability? Better performance? Check out ShiftPower USA Throttle Controllers.-Check out my installation and review video: https://youtu.be/H9kruuEsL84?si=Ha8MBvKDQTckd1Py-If you liked it, thought about it, and now want it, give yourself a discount with this link: https://www.beatsonicusa.com/?ref=CAMERONBIGGS-

Ford list billions on EV's..."Three Things You Need to Know"...fast food cookies ranked...texts.See omnystudio.com/listener for privacy information.

Kevin Roberts walks through the state of the car market. He thinks tax refunds will lead to a strong spring season for the industry, but says the market is still “working through” the Covid impact for used vehicles. Missing supply in the 3-5 year-old range will keep prices high for the next few years, he argues. High rates and the total cost of ownership are pushing consumers out of the sector. Kevin also comments on the state of the EV sector.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Apple is scaling back its plans for its AI-based health coach service. Could Apple's next AirPods Pro come with cameras in them? The iPhone 17 Pro Max has the best battery life out of a plethora of other smartphones! And Apple's Lockdown Mode helped prevent the FBI from accessing a WaPo reporter's iPhone. Apple is scaling back plans for new AI-based health coach service. Apple's next AirPods Pro will come with cameras, says leaker. Leak suggests Apple's M5 Pro and M5 Max may be the same chip. NASA changes its mind, will allow Artemis astronauts to take iPhones to the Moon. Google & Apple CEOs offer seemingly contradictory statements regarding AI partnership. New Alexa's issues are already making some users return to old Siri. New Apple-backed AI model can generate sound and speech from silent videos. iPhone 17 Pro Max has the best battery life of 35 smartphones tested. Last week on my Mac: Why E cores make Apple silicon fast. FBI couldn't get into WaPo reporter's iPhone because it had Lockdown Mode enabled. Oura's FDA lobbying benefits Apple Watch, if everyone's smart about the risks. Apple Music Replay 2026 now live, here's how to find it. Ferrari's new Jony Ive–designed EV is swathed in glass and aluminum. Applications are now open for the 2026 Swift Student Challenge -- but hurry. Apple Arcade's 'Civilization VII' is good, but falls short of greatness Picks of the Week Dan's Pick: Ponies on Peacock Leo's Pick: Moody Andy's Pick: Hourly Comic Day 2026 Jason's Pick: Curling Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Dan Moren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: zocdoc.com/macbreak

Note: "Act 1" was a separate published audio podcast.*Check out EZ's morning radio show "The InZane Asylum Q100 Michigan with Eric Zane" Click here*Get a FREE 7 day trial to Patreon to "try it out."*Watch the show live, daily at 8AM EST on Twitch! Please click here to follow the page.Email the show on the Shoreliners Striping inbox: eric@ericzaneshow.comTopics:*Another case of "EZ Mistaken Identity."*EZ stumbled upon Bob's Barn Jams on YouTube.*Apparently any idiot with a guitar can perform regularly on the Bob's Bar Jams YouTube shows as Mike Pellerito is one of the stars of the page! *EZ pulverizes Mike Pellerito's disgusting attempt at warbling out a Blues Traveler song. My God.*Update on Norwegian biathlete dumb fuck who announced that he cheated on his girl.*Kaizen is for once, wrong.*John Stewart obliterates shitty TP USA show.*Bo Burnham's country song.*4 face trial in Michigan for 5 year-olds horrific hyperbaric chamber death.*Local moron had two bad things happen to him at roughly the same time.*Asshole of the Day*Asshole of the Day!Sponsors:Merchant Automotive, SkyDive Grand Haven, Impact Powersports, Kuiper Tree Care, Frank Fuss / My Policy Shop Insurance, Kings Room Barbershop, Shoreliners,  Ervines Auto Repair Grand Rapids Hybrid & EV, TC PaintballInterested in advertising? Email eric@ericzaneshow.com and let me design a marketing plan for you.Contact: Shoreliners Striping inbox eric@ericzaneshow.comDiscord LinkEZSP TikTokSubscribe to my YouTube channelHire me on Cameo!Tshirts available herePlease subscribe, rate & write a review on Apple Podcastspatreon.com/ericzaneInstagram: ericzaneshowTwitterSupport this podcast at — https://redcircle.com/the-eric-zane-show-podcast/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Get an EZ "DEFECTOR" hoodie!Note: "Act 2" will be a separate published audio podcast.*Check out EZ's morning radio show "The InZane Asylum Q100 Michigan with Eric Zane" Click here*Get a FREE 7 day trial to Patreon to "try it out."*Watch the show live, daily at 8AM EST on Twitch! Please click here to follow the page.Email the show on the Shoreliners Striping inbox: eric@ericzaneshow.comTopics*Another case of "EZ Mistaken Identity."*EZ stumbled upon Bob's Barn Jams on YouTube.*Apparently any idiot with a guitar can perform regularly on the Bob's Bar Jams YouTube shows as Mike Pellerito is one of the stars of the page! *EZ pulverizes Mike Pellerito's disgusting attempt at warbling out a Blues Traveler song. My God.*Update on Norwegian biathlete dumb fuck who announced that he cheated on his girl.*Kaizen is for once, wrong.*John Stewart obliterates shitty TP USA show.*Bo Burnham's country song.*4 face trial in Michigan for 5 year-olds horrific hyperbaric chamber death.*Local moron had two bad things happen to him at roughly the same time.*Asshole of the DaySponsorsMerchant Automotive, SkyDive Grand Haven, Impact Power Sports, Frank Fuss / My Policy Shop Insurance, Kings Room Barbershop, The Mario Flores Lakeshore Team of VanDyk Mortgage, Shoreliners Striping, Ervines Auto Repair Grand Rapids Hybrid & EV, TC PaintballInterested in advertising? Email eric@ericzaneshow.com and let me design a marketing plan for you.Contact: Shoreliners Striping inbox eric@ericzaneshow.comDiscord LinkEZSP TikTokSubscribe to my YouTube channelHire me on Cameo!Tshirts available herePlease subscribe, rate & write a review on Apple Podcastspatreon.com/ericzaneInstagram: ericzaneshowTwitterSupport this podcast at — https://redcircle.com/the-eric-zane-show-podcast/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Apple is scaling back its plans for its AI-based health coach service. Could Apple's next AirPods Pro come with cameras in them? The iPhone 17 Pro Max has the best battery life out of a plethora of other smartphones! And Apple's Lockdown Mode helped prevent the FBI from accessing a WaPo reporter's iPhone. Apple is scaling back plans for new AI-based health coach service. Apple's next AirPods Pro will come with cameras, says leaker. Leak suggests Apple's M5 Pro and M5 Max may be the same chip. NASA changes its mind, will allow Artemis astronauts to take iPhones to the Moon. Google & Apple CEOs offer seemingly contradictory statements regarding AI partnership. New Alexa's issues are already making some users return to old Siri. New Apple-backed AI model can generate sound and speech from silent videos. iPhone 17 Pro Max has the best battery life of 35 smartphones tested. Last week on my Mac: Why E cores make Apple silicon fast. FBI couldn't get into WaPo reporter's iPhone because it had Lockdown Mode enabled. Oura's FDA lobbying benefits Apple Watch, if everyone's smart about the risks. Apple Music Replay 2026 now live, here's how to find it. Ferrari's new Jony Ive–designed EV is swathed in glass and aluminum. Applications are now open for the 2026 Swift Student Challenge -- but hurry. Apple Arcade's 'Civilization VII' is good, but falls short of greatness Picks of the Week Dan's Pick: Ponies on Peacock Leo's Pick: Moody Andy's Pick: Hourly Comic Day 2026 Jason's Pick: Curling Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Dan Moren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: zocdoc.com/macbreak

Apple is scaling back its plans for its AI-based health coach service. Could Apple's next AirPods Pro come with cameras in them? The iPhone 17 Pro Max has the best battery life out of a plethora of other smartphones! And Apple's Lockdown Mode helped prevent the FBI from accessing a WaPo reporter's iPhone. Apple is scaling back plans for new AI-based health coach service. Apple's next AirPods Pro will come with cameras, says leaker. Leak suggests Apple's M5 Pro and M5 Max may be the same chip. NASA changes its mind, will allow Artemis astronauts to take iPhones to the Moon. Google & Apple CEOs offer seemingly contradictory statements regarding AI partnership. New Alexa's issues are already making some users return to old Siri. New Apple-backed AI model can generate sound and speech from silent videos. iPhone 17 Pro Max has the best battery life of 35 smartphones tested. Last week on my Mac: Why E cores make Apple silicon fast. FBI couldn't get into WaPo reporter's iPhone because it had Lockdown Mode enabled. Oura's FDA lobbying benefits Apple Watch, if everyone's smart about the risks. Apple Music Replay 2026 now live, here's how to find it. Ferrari's new Jony Ive–designed EV is swathed in glass and aluminum. Applications are now open for the 2026 Swift Student Challenge -- but hurry. Apple Arcade's 'Civilization VII' is good, but falls short of greatness Picks of the Week Dan's Pick: Ponies on Peacock Leo's Pick: Moody Andy's Pick: Hourly Comic Day 2026 Jason's Pick: Curling Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Dan Moren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: zocdoc.com/macbreak

Apple is scaling back its plans for its AI-based health coach service. Could Apple's next AirPods Pro come with cameras in them? The iPhone 17 Pro Max has the best battery life out of a plethora of other smartphones! And Apple's Lockdown Mode helped prevent the FBI from accessing a WaPo reporter's iPhone. Apple is scaling back plans for new AI-based health coach service. Apple's next AirPods Pro will come with cameras, says leaker. Leak suggests Apple's M5 Pro and M5 Max may be the same chip. NASA changes its mind, will allow Artemis astronauts to take iPhones to the Moon. Google & Apple CEOs offer seemingly contradictory statements regarding AI partnership. New Alexa's issues are already making some users return to old Siri. New Apple-backed AI model can generate sound and speech from silent videos. iPhone 17 Pro Max has the best battery life of 35 smartphones tested. Last week on my Mac: Why E cores make Apple silicon fast. FBI couldn't get into WaPo reporter's iPhone because it had Lockdown Mode enabled. Oura's FDA lobbying benefits Apple Watch, if everyone's smart about the risks. Apple Music Replay 2026 now live, here's how to find it. Ferrari's new Jony Ive–designed EV is swathed in glass and aluminum. Applications are now open for the 2026 Swift Student Challenge -- but hurry. Apple Arcade's 'Civilization VII' is good, but falls short of greatness Picks of the Week Dan's Pick: Ponies on Peacock Leo's Pick: Moody Andy's Pick: Hourly Comic Day 2026 Jason's Pick: Curling Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Dan Moren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: zocdoc.com/macbreak

Shoot us a Text.Episode #1266: Ford posts its biggest earnings miss in years but bets big on a 2026 rebound. Robotaxis scale nationwide while public trust hangs in the balance. And NADA partners with Northwood to strengthen the next generation of dealership leadership.Ford just posted its biggest quarterly earnings miss in four years and its worst net loss since 2008. But beneath the headline loss, the company's trucks and commercial vehicles are still carrying the load—and 2026 is being framed as a rebound year.The Q4 adjusted EPS (Earnings Per Share) came in at 13 cents versus the expected 19 cents, the largest miss in four years.Revenue remained strong, with $45.9B in Q4 and a record $187.3B for the full year, but about $900M in unexpected tariff costs and aluminum supply disruptions pressured margins.The company reported an $11.1B net loss in Q4 and an $8.2B loss for the full year, largely driven by $15.5B in EV-related special charges and restructuring actions.Ford Pro and Ford Blue have projected 2026 pre-tax earnings of up to $7.5B and $4.5B respectively, while the Model e unit is expected to lose up to $4.5B.CFO Sherry House noted that the Novelis aluminum plant disruption is not expected to fully resolve until mid-2026, meaning the company will continue sourcing alternative supplies at a higher cost.Waymo, Tesla, Zoox and others are racing to scale robotaxis across the U.S., but recent crashes and investigations show that winning public trust may be harder than winning market share.A Waymo vehicle struck a child who ran into the street from behind a parked SUV in California, prompting a federal investigation. Zoox also reported a crash after a driver opened a door into its path. Both companies say their systems reacted appropriately.A majority of Americans say they're unlikely to try a self-driving taxi, though younger consumers are more open to the idea.“When something goes wrong, people don't experience it as a statistical issue — they experience it as a moral and emotional one,” said Professor William Riggs.Northwood University and NADA are teaming up to expand education access for franchised dealers, their employees and their families — with discounted tuition, scholarships and a clear focus on building the next generation of dealership leadership.NADA dealer members can enroll in Northwood's online undergraduate programs at $350 per credit hour, with the benefit extending to eligible spouses and dependents.Northwood's DeVos Graduate School is offering 20% MBA tuition scholarships, discounted master's programs and up to $15,000 toward a Doctor of Business Administration.Both organizations say the goal is strengthening the leadership pipeline in a people-driven, capital-intensive retaiJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

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Seattle over New England in boring Super Bowl, Snoop Dog ruins the Olympics, more Epstein Files, Luigi Mangione's outburst, a Michael Jackson hit piece, Brooklyn Beckham's new nepo-baby, and another ex-Angel speaks out on Corey Feldman. Congrats to the Super Bowl Champion Seattle Seahawks. Eli Zaret drops by to recap a pretty boring Big Game, Bad Bunny's Halftime Show vs. Kid Rock's Halftime Show, Donald Trump's thoughts on the game, discuss the SB commercials, Floyd Mayweather's lawsuits, Michigan basketball over OSU, transfer portal chaos, the Detroit Tigers sign Framber Valdez, Tarik Skubal's record-setting arbitration, Reese Olson's latest injury, the Pistons trade for Kevin Huerter, Lindsey Vonn's latest crash at the Winter Olympics, Darron Lee's crimes, James Pearce's crimes, and much more. RIP the lead singer of 3 Doors Down. RIP that guy from Cake. Corey Feldman is being harassed in Rochester, NY. Jim and Them interviewed ex-Angel, Margot Lane. Olympic Coverage: Snoop Dogg is annoying everyone. JD Vance was booed at the Opening Ceremony. Some US Olympians are popping off politically. Mariah Carey lip-sync'd her performance. Epstein Files: More files dropped and Woody Allen is all over them. His wife/daughter penned a letter to Jeffrey Epstein. Steve Bannon praised Epstein in a released interview. Most of the criminal info seems to be redacted. If you're not in the Epstein files… you're a loser. Donald Trump is in those files over and over. Did Trump get a BJ from Madeleine Westerhout and Nikki Haley? Peter Attia has not come off too well. Luigi Mangione had an outburst in court. Mark Anderson tried busting Luigi out of the slammer… with a pizza cutter. Ted Bundy knocked a chick up while on death row. Pretty impressive. Guthrie Kidnapping: Some chud was busted trying to scam the Guthrie family. Savannah Guthrie will pay the $6M ransom. Reddit believes daughter Annie is to blame. How DARE the Arizona Sheriff go to a college basketball game when Nancy Guthrie is missing! The UK is airing a hit piece on Michael Jackson. The Jackson biopic is coming out soon. Brooklyn Beckham and Nicola Peltz are adopting a baby. Brooklyn had some tattoo work done. DJ Fat Tony is still making the rounds. Amy Schumer defends posting all her thirst traps. Meghan Markle sells the worst products. Cheere Denise is piling on. Markle totally ripped off the ‘As Ever' brand from Princess Diana.AI Piers Morgan slams the fake royal. Meghan can't stop making public appearances. Gisele Bündchen flashed a ring given to her by karate guy. Tom Brady nailed Alix Earle again. Bianca Censori did an interview with Vanity Fair. North West got some new jewelry. Ray J is dying ASAP due to a ‘Black Heart'. He's heading to Haiti for treatment. Jennifer Aniston is living in fear as her stalker hits the streets. Catherine Herridge tried, but couldn't publish dirt on Hunter Biden. The EV challenge has failed for Stellantis, Ford & GM. Chicago's Brandon Johnson vs ICE. Zohran Mamdani is getting crap for taking a criminal's side. Merch can still be purchased. Click here to see what we have to offer for a limited time. If you'd like to help support the show… consider subscribing to our YouTube Channel, Facebook, Instagram and Twitter (Drew Lane, Marc Fellhauer, Trudi Daniels, Jim Bentley and BranDon)