Podcasts about EY

Joe Woodward had what most people would call a dream job. Chief Marketing Officer for the Rajasthan Royals in Mumbai. Ten years building things in sport, music and entertainment. Then the pandemic hit, the rug came out from under him, and he moved home.He sat down to update his CV. He immediately got frustrated.That frustration became Vizzy — a platform built to replace the 500-year-old document Leonardo da Vinci invented, and give people a genuinely human way to show who they are. Not bullet points and PDFs. Not job titles and logos. Who they actually are.In this episode of Screw It Just DO It, Joe tells the full story. The flip chart moment with his sister Jess and her husband Chris. The investor conversation with Robert Dodds, Simon Fuller's business partner, that ended with four words: 'That's the idea. I'll back it tomorrow.' The cold start launch. The Instagram DM from a stranger who said Vizzy had just landed them their dream job. And the lesson from Burberry, Louis Vuitton, EY and Tiffany that the future of hiring is not about getting more applicants — it's about getting fewer, better ones.Key Takeaways- Why the flip chart moment changed everything — and what that looked like in practice- How Joe went from zero to Burberry and Louis Vuitton without a hiring background- Why the best founders are still personally obsessed with hiring at £2 billion- What Vizzy taught Joe about the difference between instinct and overthinking

In this episode of Run the Numbers, CJ sits down with Dan Bettes, CFO of SoundCloud, at the New York Stock Exchange. Dan breaks down how SoundCloud operates as a two-sided music marketplace, how he thinks about liquidity between fans and creators, and why great finance leaders need to make forecasting feel owned by the business—SPONSORS:Aleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartupsSpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cjBrex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metrics—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/danielbettes/Company: https://soundcloud.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro2:17 First stock: a Vanguard index fund3:13 Most memorable IPO: Groupon4:54 Benefits of going public have changed5:47 SoundCloud and the music industry7:21 Three eras: physical, streaming, creator platform8:49 Streaming unbundled the album10:03 Artists don't need labels anymore11:40 Sponsors — Aleph | RightRev | Rillet15:00 SoundCloud's two-sided business model16:23 Touring replaced the album17:17 First metric every morning: net adds18:31 DAU vs. MAU: it's a funnel19:14 Viral moments and exogenous pops20:10 LTV and the subscription funnel21:38 Sponsors — EY | SpendHound | Brex24:35 Tops-down vs. bottoms-up: reconcile both26:21 Revenue is an output27:45 Handling forecast deviation29:24 How often to reforecast30:23 The final boss: indirect cash flow statement33:09 Cash vs. EBITDA fluency35:04 Plain English and the power of reps36:52 Tailor the message to the audience37:45 Lightning round37:45 Screwed up: miscounted corn at a banquet38:41 Lean into discomfort39:55 Craziest expense: a post-flight massage40:17 Credits

Gérald a passé trente ans à diriger les filiales françaises d'IBM, Hewlett-Packard, Capgemini, HPE, Oracle et SAP. Il est aujourd'hui Partner chez Kalium Investissement, professeur à HEC et co-animateur du podcast Grand Leader avec Franck Ferrand sur Radio Classique. Dans cet épisode, il parle du DAF tel qu'il l'a observé, sollicité et évalué pendant toute sa carrière de CEO.Sur la relation CEO-CFO, sa position est nette. Le DAF est le garant de la confiance, celui qui identifie les risques que les forces commerciales ne voient pas ou ne veulent pas voir, celui qui doit pouvoir mettre le poing sur la table sans rompre le lien. La qualité de ce lien se mesure à une phrase : quand le CEO rentre chez lui le soir, est-ce qu'il se dit "heureusement qu'il est là" ? Si la réponse est non, quelque chose ne fonctionne pas. Gérald illustre ce modèle avec un exemple précis tiré de ses années chez Valeo, et explique pourquoi ce binôme se perçoit immédiatement par les marchés financiers lors des présentations de résultats.Sur le leadership, il défend une thèse qui peut surprendre : la finance, c'est avant tout de la communication. Un DAF qui reste enfermé dans sa technique plafonne, quelle que soit la taille de l'entreprise. Ce qui fait la valeur du poste, c'est la capacité à parler aux commerciaux, aux marchés, aux clients, au Comex, et à casser les silos entre directions. Il décrit le CFO comme un aidant, un sachant, un barycentre du Comex dont le rôle va s'élargir à mesure que les tâches techniques s'automatisent.Sur les outils, Gérald s'appuie sur son expérience chez SAP et Oracle pour poser un constat simple : sans outillage adapté, le DAF ne peut pas se dégager du travail technique pour exercer son rôle de conseil. Il prend l'exemple d'une réunion d'investisseurs où l'incapacité à répondre en temps réel à une question chiffrée suffit à fragiliser la crédibilité.Sur l'avenir de la fonction à cinq ans, il voit deux dynamiques. L'IA va supprimer les rôles à faible valeur ajoutée, ce qui n'est pas une mauvaise nouvelle pour les DAF qui sauront monter en compétences stratégiques. Et le CFO va devenir de plus en plus un coach de dirigeants, un liant entre les fonctions, au moment précis où les silos organisationnels s'accentuent.L'épisode se termine sur son propre parcours : sa formation tardive en master de finance à la demande d'un patron chez IBM, ses années au Japon et à New York, et ce qu'il a retenu de dirigeants comme Lou Gerstner ou Meg Whitman sur la posture de leadership.Je m'appelle Jonathan Plateau. Je suis passé par EY, Valeo et Safran et j'essaye d'engager des échanges et des réflexions sur nos métiers de la finance.Ma mission : vous offrir une expérience éducative, divertissante et parfois surprenante.Ce podcast est fait pour les directeurs financiers (DAF, CFO), les contrôleurs de gestion, qu'ils soient juniors ou confirmés, et qui souhaitent profiter des échanges entre pairs pour enrichir leur pratique de la finance au quotidien et tendre vers le business partner.Joignez-vous à notre communauté passionnée qui explore chaque facette du contrôle de gestion et du business partner.N'oubliez pas que la finance, c'est aussi une question de mindset !N'hésitez pas à partager vos interrogations sur nos discussions ou sur le podcast. Vous pouvez me contacter sur LinkedIn directement.https://www.linkedin.com/in/jonathan-plateau-1980b610/Vous aimerez cette émission si vous aimez aussi :Les Geeks des chiffres • CFO Radio • Une Cession Presque Parfaite • Voie des comptables • Parlons Cash • Le nerf de la guerre • Feedback by la fée • Radio KPMGHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

In this episode of Run the Numbers, CJ breaks down Bending Spoons' F-1 filing and the acquisition machine behind AOL, Evernote, Vimeo, Eventbrite, and more. He unpacks the company's playbook: buy under-optimized digital businesses, transform operations, raise prices, reinvest earnings, and repeat — while asking the core question: how much was built, and how much was bought?—SPONSORS:RightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartupsSpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cjBrex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/run—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 What is Bending Spoons?1:03 The Internet's attic: the portfolio3:11 The metrics rundown5:44 Revenue: $1.3B, 95% growth6:04 82% of growth was bought, not built6:29 Gross margin: 66%6:50 Subscription mix and NRR7:33 Net income: basically zero8:00 Cash: $741M, debt: $4.4B8:35 Revenue per employee: $2.57M9:39 Sponsors — RightRev | Rillet | EY12:42 Organic growth is mostly price hikes13:50 A house of adjustments14:54 Add-backs bigger than the profit15:22 The reorganization line: cost of firing19:21 Sponsors — SpendHound | Brex | Aleph22:51 Does the playbook actually work?23:07 Evernote: the proof point23:45 Romini: the growth proof point24:10 AI in three directions at once25:45 The debt engine27:50 Red flag 1: material accounting weaknesses28:38 Red flag 2: pro forma numbers come with a confession29:00 Red flag 3: App Store dependency29:11 Red flag 4: no long-term contracts29:30 Red flag 5: foreign private issuer29:52 Red flag 6: they've never sold anything30:19 Cap table and board31:07 Valuation: 14–18x33:00 Bull vs. bear case33:55 Miscellaneous: the S1 is already stale35:25 Credits

A régióban jelentős a növekedési potenciál, mégis tartós a lemaradás a globális befektetői térképen. Ennek okai mélyebbek, mint elsőre gondolnánk: a piacok fragmentáltsága, a likviditás korlátai és a finanszírozási struktúra mind meghatározó szerepet játszanak. Az EY Agenda podcast legújabb epizódjában ezekről a kérdésekről beszélgetett:Tóth Tibor, a Budapesti Értéktőzsde vezérigazgatójaSzalay‑Berzeviczy Attila, a Budapesti Értéktőzsde korábbi elnökeMolnár Péter, az EY partnereA beszélgetést Ölvedi Tímea, az EY szenior menedzsere moderálta.Hallgassa meg a teljes beszélgetést, amiből többek között kiderül:Miért marad alulsúlyozott a régió a globális befektetők szemében?Integráció vagy önálló fejlődés vezethet gyorsabb felzárkózáshoz?Hogyan lehetne erősíteni a tőkepiaci finanszírozás szerepét?Milyen stratégiai irányok rajzolódnak ki a magyar piacon? A válaszok túlmutatnak a tőzsdéken: a piac jövője szemléletváltást is igényel – vállalatok, befektetők és döntéshozók részéről egyaránt.

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Follow Dan: https://x.com/dreyfd Thanks to our partners for making this possible! EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value. https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Almennar stjórnmálaumræður eða eldhúsdagur er á Alþingi eins og venja er undir þinglok. Samkvæmt dagskrá á síðasti þingfundur vorsins að vera á föstudag en litlar líkur eru taldar á því að það gangi eftir. Þingið var frekar rólegt fram eftir vetri en andtinn breyttist þegar farið var að ræða um þjóðaratkvæðagreiðslu sem verður síðsumars. Umboðsmaður barna segir að enn vanti úrræði fyrir börn sem þurfi mest á samþættri þjónustu og sérúrræðum að halda. Það hafi því miður ekki tekist að tryggja þau með innleiðingu laga um farsæld barna. Ríkisendurskoðandi telur innleiðingu laganna ófullnægjandi. María Sigrún Hilmarsdóttir ræðir við Salvöru Nordal, umboðsmann barna. Það hefur sveiflast nokkuð í gegnum árin hvort sveitarfélög velji að ráða ópólitíska bæjarstjóra eftir sveitarstjórnarkosningar eða hvort þessir framkvæmdastjórar sveitarfélaganna komi úr röðum kjörinna fulltrúa. Grétar Þór Eyþórsson, prófessor í stjórnmálafræði við Háskólann á Akureyri, segir það frekar bundið við stærstu sveitarfélögin að fara þá leið að ráða pólitískan bæjarstjóra.

Podnikatelia zostávajú podľa odborníkov jedným zo základných pilierov fungujúcej ekonomiky. Aj preto patrí ich podpora dlhodobo medzi priority Slovenskej sporiteľne a EY. V podcaste Prečo práve oni? hovorili zástupcovia oboch firiem nielen o stave podnikateľského prostredia na Slovensku, ale aj o tom, prečo je dnes dôležité podporovať startupy, kvalitných founderov a firmy postavené na hodnotách.Člen predstavenstva Slovenskej sporiteľne Marek Sásik označil podnikanie za „chrbtovú kosť ekonomiky“. Podľa neho práve podnikatelia prinášajú nápady a premieňajú ich na produkty či služby, ktoré vytvárajú hodnoty pre krajinu.Aj EY podľa vedúceho partnera na Slovensku Mariána Bíža dlhodobo vníma podnikateľov ako kľúčovú súčasť rozvoja krajiny a prostredníctvom súťaže EY Podnikateľ roka aktívne podporuje podnikateľské prostredie na Slovensku. Práve preto firma už roky stojí za touto iniciatívou, ktorá podľa neho vytvorila silnú komunitu podnikateľov ochotných zdieľať skúsenosti a inšpirovať sa navzájom.Obaja hostia sa zhodli, že slovenské firmy sú dnes výrazne profesionálnejšie než pred desiatimi či dvadsiatimi rokmi. Lepšie finančne riadia svoje podniky, rastie kvalita manažmentu aj dôraz na firemnú kultúru.Zároveň však upozorňujú, že aktuálne podnikateľské prostredie firmy nevnímajú ako veľmi priaznivé. Podľa Mariana Bíža je citeľný vyšší počet podnikateľov, ktorí odkladajú investície, spomaľujú expanziu alebo zvažujú presun aktivít mimo Slovenska.Podľa Mareka Sásika slovenské firmy za posledné roky opakovane ukázali schopnosť adaptovať sa aj v náročných obdobiach - od covidu cez infláciu až po geopolitické zmeny. A práve odolnosť podnikateľov považuje za jednu z najväčších inšpirácií.Rozhovor tak nebol len o číslach či ekonomike, ale aj o tom, že podnikanie na Slovensku stojí čoraz viac na komunite, hodnotách a schopnosti vydržať aj v menej priaznivých časoch.Podcast Prečo práve oni? a tento článok vám prináša  ⁠⁠⁠spoločnosť EY⁠⁠⁠. Pravidlá spolupráce medzi inzerentmi a redakciou si môžete pozrieť v  ⁠⁠⁠tomto odkaze⁠⁠⁠. 

(0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on average (14:36) OpenAI's valuation problem and the AI price war (19:09) AI's "Atari Stage": what comes next? (25:23) VC's broken incentives and the future of deep tech Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

This week on Catalyst, Tammy is joined by Sezin Palmer, AI Solutions Leader at NTT DATA in North America. Sezin traces her impressive and unconventional journey from CIA analyst and Navy submarine warfare programs to building the National Health Mission area at Johns Hopkins' Applied Physics Lab from scratch, then leading health AI and data at EY. Tammy and Sezin dig into the democratization of AI and what it means that capabilities once locked behind years of data science training are now accessible to nearly anyone. They also discuss the thorny challenge of how organizations decide what not to build and why the hardest leadership problem right now isn't launching AI, it's knowing when to stop. Sezin also shares her vision for what has her most excited: the convergence of software, robotics, and biology. Please note that the views expressed may not necessarily be those of NTT DATALinks: Sezin Palmer Learn more about Launch by NTT DATASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What role does data play in shaping the future of the surety industry? In this episode, Kat Shamapande and Mark McCallum welcome back Ryan Work, President & CEO of the Surety & Fidelity Association of America (SFAA), to discuss the industry's growth, the importance of advocacy, and the recent data trends. They explore how effective collaboration and informed storytelling can influence policymakers, especially with significant funding initiatives on the horizon. Tune in for an inside look at the numbers behind the industry and the impact they're making beyond them. Find out more about the previous EY study mentioned during this episode. With special guest: Ryan Work, President & CEO, The Surety & Fidelity Association of America   Hosted by: Kat Shamapande, Director, Professional Development, NASBP and Mark McCallum, CEO, NASBP Sponsored by EMC Bond!

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews François Beaume about the AMRAE 2026 RMIS Panorama available now and about the RISKWORLD 2026 session that François presented. Justin and François discuss ESG functional coverage. They discuss how François uses AI daily. They discuss the continuing increase in RMIS users, moving RIMS out of the niche tool category into an enterprise governance platform. They discuss the 2026 RMIS Panorama findings, the Panorama database, and how you can access it. Listen for insight into the 2026 RMIS Panorama and how your organization compares.   Key Takeaways: [:01] About RIMS and RIMScast. [:16] About this episode of RIMScast. We are delighted to welcome back to RIMScast AMRAE President François Beaume. He's here to discuss the findings of the 2026 AMRAE RMIS Panorama. We'll talk all about emerging trends. But first… [:48] RIMS Virtual Workshops. The next RIMS-CRMP-FED Exam Prep with AFERM will be held on June 16th and 17th. The next RIMS-CRMP Exam Prep with PARIMA will be held virtually on July 21st and 22nd. Links to registration are in this episode's notes. [1:06] You can enroll now in the RIMS CRO Certificate Program in Advanced Enterprise Risk Management hosted by the famous James Lam. Beginning July 15th, workshops will be held bi-weekly from 11:00 a.m. to 3:00 p.m. Eastern Time. The registration link is in the show notes. [1:27] The RIMS ERM Conference 2026 will be held on November 19th and 20th in Columbus, Ohio. We want to hear from you. Submit a session proposal by June 19th to reach engaged practitioners, innovators, and leaders looking for guidance they can utilize right away. [1:45] Help define what's next for Enterprise Risk Management. Submit a session proposal by Friday, June 19th. A link is in this episode's show notes. [1:53] Folks, through the generosity of industry partners, RIMS has launched The Foundation for Risk Management™, which provides scholarships for early-career professionals to attend RIMS events like the RIMS Texas Regional Conference, RIMS Canada Conference, and RISKWORLD. [2:11] The Foundation also helps beneficiaries earn their RIMS-CRMP and fund research projects. To learn more or contribute to the Foundation, visit RIMS.org/FRM and visit the link in this episode's show notes. [2:27] RIMS is back on YouTube. Our handle is @RIMSOfficialChannel. We've got plenty of videos there, including RIMScast, RIMScast Canada video podcasts, and other informative and entertaining content from RIMS. Subscribe to the channel today! [2:46] On with the Show! Our guest today is making his third appearance here on RIMScast. He is the Senior Vice President for Risks and Insurance at Sonepar, and he is the President of AMRAE, the Association for the Management of Risks and Insurance in Enterprises. [3:04] François Beaume is here to discuss the 2026 RMIS Panorama, published by AMRAE, in partnership with EY. Panorama is free and publicly available. [3:14] Panorama provides an in-depth look at the organizations and professionals who are using risk management information systems, how well they've adapted, and guidance for those seeking their first or newest framework. It's always great to speak with him. Let's get to it! [3:28] Interview! François Beaume, Welcome Back to RIMScast! [3:36] François has been Chairman at AMRAE for a year and will be for two more years. Because of his role at AMRAE, Justin wanted to have him on the show to speak about this year's RMIS Panorama. [4:04] Justin mentions a difference between last year's RMIS Panorama and this year's RMIS Panorama. Last year, AI felt like an emerging capability. This year's report shows a 20-point jump in planned or actual AI integration and an 8-point increase in functional coverage. [4:19] At the same time, people aren't always happy with AI. The satisfaction part is still a little bit behind. Justin asks, Are we entering a phase where expectations are outpacing execution? [4:32] François says, Yes, probably. AI has moved faster in CEOs' and leaders' minds than in the organization. Everyone wants the data, governance, and skills. Educating the workforce users takes time. The ambition was there, but the "plumbing" is catching up. [5:11] François says that is what is being reflected in the 2026 RMIS Panorama's deep dive on AI. [5:29] François says he uses AI all day long for various things. As a risk manager, he uses it to increase his efficiency and daily productivity. He thinks that is quite common. He says it's also what we need for faster and better analysis. [6:00] Daily analysis from an AI engine using trusted sources is much faster than manual analysis. Now he has the time to tighten it, understand it, and complement it. [6:44] SONEPAR is using it for their benefit and to better spread risk management principles throughout the organization through Helpdesk or Chatbot, allowing people who are less skilled in risk management or insurance to ask questions through the tools to get support. [7:05] Those tools answer almost 90% of the questions. The remaining questions go to the Risk Management team because they are in a gray area. SONEPAR is using AI more and more and is entering a phase where they are looking at automating some risk management processes. [7:33] François says he is looking at automating business partner assessments, a cumbersome and complex process that the Risk Management team is doing with multiple tools. [7:49] Now, they are trying to streamline it, still with humans making the decisions, based on an AI data set that will be faster and easier to produce and much more reliable. [8:24] Justin says one of the more surprising findings in the RMIS Panorama is that ESG Functional Coverage dropped by 15 points this year. François explains why he thinks this is the case. It's not ESG fatigue, but it's in the way companies are approaching ESG. [9:22] François says a lot of ESG features are moved out of risk management information systems into dedicated tools and sometimes into dedicated teams. In the beginning, some ESG features were encapsulated in Risk Management systems. [9:39] François says it's less and less the case, at least in the tools that are sold in Europe. In the U.S., it could be more mixed. Separating ESG from Risk Management is more linked to maturity and topical evolution, rather than fatigue or a decrease in the importance of ESG. [10:06] Justin says the report also suggests that functional coverage overall has stabilized, which Justin asks if that indicates a mature market. François speaks of maturity and breaks down the RMIS Panorama, made from three surveys: Vendors, Risk Managers, and Insurers. [10:43] Maturity is reflected by a mix of these studies. Almost 250 Risk Managers from 36 countries took the survey. They want smarter features, better insight, better connections, and better decisions. They want the tools RMIS is using to be part of the group's way of functioning. [11:27] François says this is not yet the case. The tools are a bit apart and not fully connected with the CRM and other tools. François says they are starting to change. The risk managers using these tools are expecting change to come in the next few years. [11:52] Justin asks if it's easier today for a startup to build from the ground up with their Risk Management Information System embedded in their processes, or for an established organization. François says today it's easier for both, but big groups are more complex. [12:39] A Quick Break! There are so many other wonderful RIMS events coming up in 2026. The 2026 Florida RIMS Educational Conference will be held from July 28th through August 1st at the lovely Ritz-Carlton in Naples, Florida. A link to the event is in this episode's show notes. [12:57] Register now for the Second Annual RIMS Texas Regional Conference, which will be held from August 10th through 12th at the Grand Hyatt on the San Antonio River Walk. [13:08] The 11th Annual Chicagoland Risk Forum will return to the Old Post Office on Thursday, September 24th, 2026, in Chicago. Visit ChicagolandRiskForum.org for more information. [13:18] The RIMS Western Regional Conference will be held from October 4th through the 7th in Seattle, Washington. Registration is open, and you can also submit a session. Visit RIMSWesternRegional.com and the link in this episode's show notes for more information. [13:35] Save the dates October 18th through the 21st. We will be in Quebec City to celebrate the 50th Live RIMS Canada Conference. Booth sales are already open. Advance registration will open on June 10th. [13:50] Visit RIMSCanadaConference.ca for more information. Also, remember to check out RIMS.org/Canada for our spinoff show, RIMScast Canada, hosted by National Conference Committee Chair, Aaron Lukoni. [14:04] The RIMS ERM Conference 2026 will be held on November 18th and 19th in Columbus, Ohio. The deadline for educational content submissions is Friday, June 19th. Get submissions in now. The link is in this episode's show notes. Registration opens in July. [14:27] Let's Return to Our Interview with François Beaume! [14:36] François Beaume presented at RISKWORLD 2026. You can check out the materials from his presentation on RIMS.org/ASC. You will have had to have registered for or attended RISKWORLD 2026 to check it out. We're here to continue the dialog. [15:12] François feels his session went well. There were 50 to 55 people gathered there to listen and take notes. For François, it was pleasant to do. [16:00] François says you have a feeling when you are connecting with an audience. You can see that they are following you, and the message is passing from you to them. [16:51] François says, If you are losing your audience, you can try to use humor. Sometimes you succeed. He tells of a session in a noisy room, where everybody, including himself, was provided with a helmet, to listen to like a podcast. He could not feel if they were getting the message or not. [17:47] When presenting, you try to hold the attention of the room. Justin says that sometimes he locks eyes with somebody who's listening and then talks to that person and hopes that others will pick up on that energy. [18:18] Justin says risk management is not the easiest topic to make exciting. You have to figure out ways to jazz it up a little bit. [18:31] François says if you are convinced that the topic is interesting, that conviction, at a certain point, will pass through the mic and go to the room. If you are not convinced, the public will feel it. Justin says, If you are not excited to present, the audience will not be captivated. [18:58] François notes that he is French and speaks English like a Frenchman, so he has to manage that. His message may not be phrased as the audience expects. The way an American would phrase it is not the way I am using it. Justin stresses listening better to different accents. [19:58] Justin says François is a very good presenter, and the RISKWORLD audience seemed engaged in his message. Justin says if one person walks away with something actionable, it was worthwhile. François says, "Mission accomplished!" [20:23] Another Quick Break! The Spencer Educational Foundation's Risk Manager on Campus application period is now open, and it will close on June 30th. Grant awardees, colleges, and universities are typically notified in September. [20:43] The Course Development Grant application deadline for Interval Number 2 will be on June 15th, 2026. Award notifications will be sent out in late July. [20:58] General Grant applications are open, and the application deadline is July 30th. Internship Grant applications open on August 15th and close on October 15th. [21:09] Links to each of these grants are in this episode's show notes. Visit SpencerEd.org for more information. [21:17] The Spencer 2026 Funding Their Future Gala will be held on Thursday, September 17th, from 6:30 to 10:00 p.m. at a different venue this year. It will be at the fabulous Waldorf Astoria in New York City. [21:32] Sponsorship opportunities and benefits are available now. A link to the Funding Their Future Gala is in this episode's show notes. [21:40] Next week's guest is the Funding Their Future Gala Honoree, Marya Propis! More Spencer celebrities and board members will be making appearances on RIMScast this summer, as well. [21:53] Let's Conclude Our Interview with François Beaume! [22:09] Justin says the Panorama notes an increase in organizations with more than 200 RMIS users. Does that signal that RMIS is becoming an enterprise-wide infrastructure, or is it still a niche tool for risk teams? [22:26] François says that this is really positive. A Risk Management Information System is not a niche risk tool anymore. It's becoming part of the company infrastructure. [22:44] Once you have hundreds of users, expectations explode, the momentum is there, and user patience drops. As the tool starts to become more massive and interconnected with other tools, you have to manage expectations. The scope of usage of these tools is widening. [23:16] You have not only niche risk usage, but you also have risk management, internal control, insurance, compliance, etc., that are managed inside the tool. The tool reaches all areas of development. The momentum is self-generating. [24:15] François says executive involvement in RMIS usage is positive. Executives want clarity from dashboards. They want to know what matters, why it matters, and what we can do next. They want the deep insight of the tool. They may not go into the tool, but will use the dashboard. [25:10] François speaks of the progress of the techniques of Risk Management Information Systems. Data mining, SaaS contracts, and AI usage have contributed to making RMIS easier to deploy, connect, and access in order to load data, analyze data, and extract data. [26:08] Now is a time of wider usage of Risk Management Information Systems; once they have been adopted, they are there for life, and then you have to make them evolve. [26:21] This means that we have more discussions inside the corporations on RMIS evolutions and replacement. Are we able to make it evolve on its own, or is it time to change? If yes, what kind of process can I depend on to contemplate and manage that change? [26:56] This is executive level. You have created expectations. You have provided dashboards and KPIs, and you have to manage the production. Once it's done, you need a different momentum to run the production and make it better and more accurate over time. It's not easy. [27:40] With their partner EY, AMRAE is finalizing the deployment of the 2026 Panorama Sessions. The French translation will be released by mid-June, and explanation sessions will be run with vendors, risk managers, insurers, and brokers. [28:05] François says AMRAE is already working on the 2027 Panorama, which will be ready for the next RISKWORLD session in New Orleans. [28:27] If someone wants to participate in the Panorama, they need to contact AMRAE. Risk managers will be contacted by the risk management association of the country where they operate. If you are a vendor, you can contact AMRAE. AMRAE contacts insurers and brokers. [29:35] Justin says if you wish to participate, reach out. Go through your risk association where you have membership, like RIMS, FIRMA, or IFRIMA. The confidential information collected helps educate the global risk community. This Panorama is very important for us. [30:08] François says that inside the Panorama, all the contact details are available. As part of the panel, you have access to an online data form. The Panorama has a PDF version, a snapshot of what's in the database. The full database is accessible to anyone. [30:27] François says that as a risk manager or a vendor, you can run your own analysis by filtering and sorting the Panorama database. [30:45] Justin says that's the nice thing about it: AMRAE has made it complimentary and is broadening the horizons of the global risk community by doing so. [30:57] Justin says, I do miss recording with you in person. So, next year, hopefully we get a chance to see each other and have some Cajun food, put the mic up, and eat some jambalaya and talk. It will be great. I want to thank you again, and you're welcome back any time. [31:17] Special thanks again to François Beaume for joining us here on RIMScast! We look forward to seeing him at a future RIMS event. You can visit AMRAE.fr to access the free and publicly available RMIS Panorama 2026. [31:34] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [32:03] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [32:21] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [32:39] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [32:55] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [33:09] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [33:21] Practice good risk management, stay safe, and thank you again for your continued support!   Links: RIMS ERM Conference 2026 | November 19‒20 in Columbus, Ohio | Session Submission Deadline: Friday, June 19 RIMS Canada Conference — Oct. 18‒21, 2026 | Quebec City | www.rimscanadaconference.ca | Registration Opens June 10 RIMScast on YouTube! Spencer Educational Foundation — Scholarships and Grants | Open Calls and Timelines. RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | July‒Sept. 2026 Cohort | Led by James Lam | Register Now! 2026 Florida RIMS Educational Conference | July 28‒Aug. 1 | Register Now RIMS Texas Regional Conference 2026 | Aug. 10‒12 in San Antonio | Register Now! ChicagoLand Risk Forum | Sept. 24, 2026 RIMS Western Regional Conference — Oct. 4‒7, 2026 | Seattle, WA | Register Today and Submit an Educational Session! RIMS Risk Management Magazine | Contribute | Look for the Awards Edition in "Digital Issues"! RIMS Now RIMS-Certified Risk Management Professional (RIMS-CRMP) | Insights Video Series Featuring Joe Milan! RIMS, the Foundation for Risk Management The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS-CRMP Stories RIMScast Canada — Episodes Now Live RISK PAC | RIMS Advocacy RISKWORLD 2026 Presentations Available via Attendee Service Center — www.RIMS.org/Asc - and via the RIMS Events App RMIS Panorama: https://www.amrae.fr/bibliotheque-de-amrae/2026-rmis-panorama Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Exam Prep with PARIMA | July 21‒22, 2026 RIMS-CRMP-FED Exam Prep with AFERM | June 16‒17, 2026 Full RIMS-CRMP Prep Course Schedule See the full calendar of RIMS Virtual Workshops   Upcoming RIMS Webinars: RIMS.org/Webinars   Related RIMScast Episodes: "Strategy and Change with Ward Ching and Aaron Olson" "Live from RISKWORLD 2026!" "The Evolving Role of the Risk Analyst" "AI and the Future of Risk with Dan Chuparkoff" "Live from RISKWORLD 2025" "AI Risks and Compliance with Chris Maguire"   Sponsored RIMScast Episodes: "AI-Scale, Risk Ready: Engineering Controls for the New Data Center Boom" (New!) | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Facing Into Risk: Navigating the New Risk Landscape" (New!) | Sponsored by AXA XL "Secondary Perils, Major Risks: The New Face of Weather-Related Challenges" | Sponsored by AXA XL "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL 'Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against an Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Manny Padilla!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: François Beaume, SVP Risks and Insurance, Sonepar President of AMRAE   Production and engineering provided by Podfly.

SpaceX, Amazone, Nvidia của Mỹ, Softbank của Nhật, Brookfield của Canada, hay MGX của Các Tiểu Vương Quốc Ả Râp Thống Nhất.. đầu tư hàng chục tỷ đô la vào Pháp để xây dựng các trung tâm xử lý dữ liệu data center. Đâu là những lợi thế của Pháp trong mắt các nhà đầu tư công nghệ ? Phúc hay họa khi trở thành « sân sau » của những nhà cung cấp dịch vụ trong thời đại digital ? 80 % các dịch vụ tin học tại châu Âu đều phụ thuộc vào các nhà cung cấp ở Mỹ : Các data center cho phép Paris tự chủ về công nghệ kỹ thuật số với Hoa Kỳ ? Tại hội nghị kêu gọi đầu tư nước ngoài vào Pháp Choose France hôm 01/06/2026, Pháp đã nhận được hơn 90 tỷ euro : Phần lớn trong số hơn 70 dự án tập trung vào lĩnh vực trí tuệ nhân tạo và công nghiệp số. Bất chấp rất nhiều khó khăn về địa chính trị hiện tại, trong 7 năm liên tiếp, Pháp vẫn là địa điểm đầu tư hấp dẫn tại châu Âu trong mắt các nhà đầu tư quốc tế, theo thăm dò của cơ quan tư vấn EY. Trước ngày khai mạc hội nghị tập đoàn Nhật Bản Softbank đã thông báo đầu tư 45 tỷ euro tại Pháp từ nay đến năm 2031 để xây dựng các trung tâm xử lý dữ liệu data center. Nhìn xa hơn nữa Softbank cam kết đầu tư đến 75 tỷ tại Pháp để « xây dựng cơ sở hạ tầng phục vụ công nghệ AI ». Sáng lập viên tập đoàn Nhật Bản này, Masayoshi Son kể lại ông đã gặp tổng thống Macron tại Tokyo hai tháng trước đây. Khi đó nguyên thủ Pháp đã hỏi nhà đầu tư này liệu có thể nhanh chóng thông báo một chương trình đầu tư vào Pháp hay không và ông câu trả lời của chủ nhân Softbank là có. Masayoshi Son giải thích với báo chí Paris là đã quyết định đầu tư 75 tỷ euro để phát triển trí tuệ nhân tạo bởi nhân loại đang « bước vào thời đại của AI. Những quốc gia có cơ sở hạ tầng cần thiết cho lĩnh vực còn rất mới mẻ này sẽ nắm giữ một vai trò then chốt trong tương lai cả về công nghiệp lẫn công nghệ và đối với nhân loại ». 352 data center sử dụng 3,2 % tiêu thụ điện trên toàn quốc Tổng thống Macron từ khi lên cầm quyền năm 2017 luôn xem thu hút vốn đầu tư nước ngoài là một ưu tiên. Ông đã chín lần chủ trì hội nghị Choose France tại lâu đài Versailles, ngoại ô Paris, với những khách mời sáng giá nhất trong giới tài chính, công nghiệp của Hoa Kỳ, Nhật Bản, châu Âu và trước chiến tranh Ukraina cũng đã có không ít các doanh nhân Nga tham dự. Riêng năm nay, trí tuệ nhân tạo, data center, công nghệ digital … đặc biệt được quan tâm. Tháng 2/2025 với hội nghị « hành động vì AI » Emmanuel Macron đã nuôi tham vọng, với 67 triệu dân, Pháp cũng có thể trở thành một mắt xích quan trọng trong thời đại công nghệ số, và là một « trung tâm quốc tế » về AI. Sức hút các data center của Pháp   Hiện tại Pháp đã có 350 data center và mục tiêu xây dựng thêm 60 trung tâm khác nữa trên toàn quốc trong 10 năm nữa. Đó sẽ là những trung tâm có công suất ngày càng lớn cho phép Paris giải quyết cùng lúc hai vấn đề : giảm mức độ phụ thuộc vào các cơ sở hạ tầng công nghệ số của Hoa Kỳ, và đẩy mạnh các hoạt động kinh tế của Pháp. Trên con đường chinh phục các nhà đầu tư trong lĩnh vực digital, Pháp có nhiều lợi thế, mà đầu tiên hết là khả năng sản xuất điện, như giải thích của François Monnier, tổng biên tập tuần báo tài chính Investir : « Điện khí hóa là một điểm mạnh của châu Âu mà đứng đầu bảng là Pháp. Hơn nữa đây là một lĩnh vực đang phát triển rất mạnh. Để đáp ứng nhu cầu của các trung tâm quản lý dữ liệu data center thì Pháp có nhiều tập đoàn lớn rất có uy tín như là như Schneider Electric chuyên cung cấp các dịch vụ, tìm kiếm những  giải pháp năng lượng đáp ứng nhu cầu cho các tập đoàn trong lĩnh vực công nghệ số … hay là Legrand chuyên cung cấp các thiết bị điện hay tập đoàn năng lượng. Lĩnh vực trí tuệ  nhân tạo chiếm 25 % doanh thu của Legrand. Còn Axens hiện diện trong nhiều lĩnh vực từ lọc dầu, hóa dầu xử lý năng lượng tái tạo, xử lý nước ».  Antoine Fournier, chủ tịch cơ quan tư vấn Thésée DataCenter ghi nhận : Các khoản đầu tư lẽ ra đổ về những quốc gia khác ở châu Âu, như Đức hay Hà Lan đang chuyển hướng về Pháp, bởi Pháp có một vị trí địa lý « trung tâm ». Điện hạt nhân Theo lời Régis Casstané tổng giám đốc chi nhánh tại Pháp của tập đoàn Equinix (nhà cung cấp thiết bị cho các data center lớn nhất thế giới), từ 2022 giá năng lượng của Pháp rẻ hơn so với một số quốc gia khác (như là Đức phải phụ thuộc vào khí đốt của Nga), Pháp lại có các nhà máy điện hạt nhân, lá chủ bài của Pháp trong mắt các nhà đầu tư AI và data center. Bởi vì trung tâm xử lý dữ liệu là một « nguồn tiêu thụ năng lượng vô cùng lớn », cần có nhiều điện để vận hành. …   Theo thẩm định của cơ quan quốc gia Pháp về năng lượng và môi trường ADEM, tiêu thụ điện của 350 data center sẽ tương đương với mức tiêu thụ của « hơn một chục thành phố với trên 100 ngàn dân » và đó là những « cực hút đến 3 % nguồn điện trên toàn quốc ». Đáng quan ngại hơn nữa là các trung tâm data đó ngày càng lớn « ngày càng cần nhiều năng lượng để hoạt động, do vậy trong hơn 10 năm nữa, nhu cầu về điện dành riêng cho các trung tâm này sẽ tăng lên gấp 4 lần so với hiện nay ». Năm 2025, điều trần trước một ủy ban tại Hạ Viện, Eric Schmidt cựu chủ tịch tổng giám đốc Google từng kêu gọi các dân biểu Mỹ đầu tư vào cơ sở hạ tầng điện lực : « Chúng ta cần nhất hiện nay là điện và nhu cầu rất, rất lớn. Nếu quý vị cho phép nói thẳng, thì tôi xin thưa rằng, chúng tôi mong đợi Hạ Viện phát triển điện lực, bất kỳ dưới hình thức nào, đó có thể là năng lượng tái tạo, là nhiệt điện. Miễn làm sao chúng ta có khả năng đáp ứng nhu cầu tiêu thụ và phải nhanh chóng đạt được mục đích này » Điều đó cho thấy vì sao mà các « ông lớn » trong thế giới công nghệ của Mỹ đua nhau chạy sang Pháp đầu tư. Gilles Babinet, tác giả cuốn « Green AI » NXB Odile Jacob nói đến một lá chủ bài của Pháp mà cả Mỹ lẫn Trung Quốc hai siêu cường kinh tế thế giới và cũng là những bên tiên phong trong lĩnh vực công nghệ số và trí tuệ nhân tạo đều không có được : «  Không một quốc gia nào trên thế giới có 15 giga Watt mà đấy lại là điện phi carbone. Mỹ không có khả năng này, Trung Quốc cũng không. Cho nên tất cả các nhà đầu tư trên thế giới cùng nhòm ngó khối lượng điện này của Pháp ». Gauthier Roussilhe, chuyên gia về môi trường digital điều hành công ty tư vấn Hubblo, Paris, do vậy cảnh báo trước nguy cơ các ông vua công nghệ kỹ thuật số và AI trên thế giới đang muốn biến Pháp thành « sân sau » của riêng mình : « Tất cả những thông cáo rầm rộ về các chương trình đầu tư rất lớn về công nghệ số tại Pháp, trước hết là nhằm bảo đảm rằng, hiện tại và trong tương lai, các tập đoàn này có thể tận dụng tiềm lực về điện lực của nước Pháp (…) Những trung tâm xử lý dữ liệu càng lớn bao nhiêu, thì càng cho thấy trong lượng khổng lồ của các doanh nghiệp Mỹ. Softbank thực ra đã bỏ vốn đầu tư và hiện diện trong rất nhiều các tập đoàn công nghệ cao và nhất là trong các tập đoàn của Mỹ. Hệ quả hiển nhiên kèm theo là khâu quản lý các data center sau này sẽ thuộc về phía Hoa Kỳ ». Điều này dường như đã được cả sáng lập viên lẫn giám đốc tài chính tập đoàn Softbank nhìn nhận. Ông Masayoshi Son nói rõ : « Softbank bảo đảm khâu tài chính cho các dự án. Khách hàng của chúng tôi là những hyperscalers, tức là những ông không lồ trong lĩnh vực công nghệ đám mây, như là Amazon, Microsoft hay Google ». Về phần Nahoko Hoshino, giám đốc tài chính Softbank, bà chỉ hờ hững khi nhắc đến các đối tác châu Âu trong lúc đã tiến hành đàm phán với những khách hàng nặng ký là Amazon, Microsoft hay Google, Open AI. Về câu hỏi, đánh cược vào những data center có cho phép nước Pháp vực dậy kinh tế và mang lại công việc làm cho người dân hay không, giới trong ngành đồng loạt trả lời là không. Một quan chức tại thành phố La Courneuve so sánh : Với một diện tích tương đương, mở một nhà máy công nghiệp chế tạo trực thăng Eurocopter, cho phép  tạo thêm 700 công việc làm, nhưng với một trung tâm xử lý dữ liệu thì chỉ cần tuyển dụng 36 nhân viên.

Tue, 09 Jun 2026 13:27:00 +0000 https://jungeanleger.podigee.io/3172-private-investor-relations-podcast-36-danke-max-clary-erste-fur-die-osterreich-aufklarung-in-bezug-auf-das-spacex-ipo 51bd7d6039ce2a243533ab4f8d89d20a Herzlich willkommen zum Private Investor Relations Podcast. Dieser Kanal auf audio-cd.at ist presented by CIRA, EY und wikifolio mit dem investierbaren Austria 30 Private IR Portfolio. Heute geht es darum, warum zb deutsche Broker so laut das SpaceX IPO bewerben und österreichische Player nicht. Danke für die Aufklärung via LinkedIn, Max Clary (Erste Bank). Max Clary Börsepeople: https://audio-cd.at/page/podcast/8330 Playlist: http://www.audio-cd.at/private-investor-relations Börsepeople: http://www.audio-cd.at/people http://www.boerse-social.com http://www.boerse-social.com/magazine PIR-Partner werden: christian.drastil@audio-cd.at https://www.wikifolio.com/de/at/w/wf00atat30 http://www.audio-cd.at/pir Playlist Spotify http://www.audio-cd.at/private-investor-relations About: Die Serie "Private Investor Relations" des Podcasters Christian Drastil, der im Q4/24 in Frankfurt als "Finanznetworker #1 Austria" ausgezeichnet wurde, findet im Rahmen von http://www.audio-cd.at und dem Podcast "Audio-CD.at Indie Podcasts" statt. Dieser Kanal ist presented by CIRA, EY und wikifolio mit dem investierbaren Austria 30 Private IR Portfolio. Es handelt sich um das Ziel der stärkeren Vernetzung zwischen Privatanleger:innen und den Investor Relations Abteilungen. Für alle erwähnten Assets gilt der Risikohinweis. Im selbst komponierten Jingle unterstützt die Opernsängerin Ruzanna Ananyan. Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . Du möchtest deine Werbung in diesem und vielen anderen Podcasts schalten? Kein Problem!Für deinen Zugang zu zielgerichteter Podcast-Werbung, klicke hier.Audiomarktplatz.de - Geschichten, die bleiben - überall und jederzeit! 3172 full no Christian Drastil Comm. (Agentur für Investor Relations und Podcasts)

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&A playbook and the path to $1 trillion Thanks to our partners for making this possible! EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design. https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Nikesh: https://x.com/nikesharora Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

What if the secret to staying irreplaceable in the age of AI isn't working harder — it's getting more creative? That's the central argument of SuperCreativity: Augmenting Human Creativity in the Age of Artificial Intelligence, the new book by global keynote speaker James Taylor. In this episode of the Business of Story, Park Howell sits down with James to explore how the world's top communicators are using AI not to replace their stories — but to tell them with far greater precision, resonance, and impact. From managing Rolling Stones members at the Royal Albert Hall to speaking for Apple, Cisco, L'Oreal, and PwC across 25+ countries, James brings a rare combination of creative instinct and strategic intelligence to the AI conversation. In this episode you'll discover: • Why AI is fueling a New Roaring Twenties — and what that means for entrepreneurs and business leaders • How James uses psychometric AI analysis to profile audiences before he ever steps on a call or stage • The 250-story story bank system that powers his hyper-personalized keynotes • Why your emotional promise matters even to the most analytical, data-driven audiences • What a live StoryCycle Genie® brand analysis revealed about James's Visionary Magician archetype and emotional promise of "possibility" • The standing ovation story from a billionaires' bank in the UAE that proves emotional storytelling transcends every culture and industry • How to build a speaker brand with the same discipline James learned managing rock stars About James Taylor James Taylor M.B.A., F.R.S.A. is an internationally recognized keynote speaker on creativity, innovation, and AI. He has spoken for Fortune Global 500 companies including Apple, Cisco, Deloitte, Accenture, L'Oreal, EY, Visa, and Dell, and was recently the subject of a 30-minute BBC documentary. He has personally interviewed over 750 of the world's leading creative minds and reached hundreds of thousands of people in 120+ countries. He is a Fellow of the Royal Society of Arts — alongside Benjamin Franklin, Bob Dylan, and Nelson Mandela. His new book is SuperCreativity: Augmenting Human Creativity in the Age of Artificial Intelligence. Connect with James Taylor:

CJ Gustafson sits down with Marten Abrahamsen, CFO of Vercel, at the NYSE to talk about running finance inside a hypergrowth AI company. They cover AI use cases in finance, rev rec, forecasting, KPI dashboards, PLG, consumption pricing, and Marten's “speeding tickets vs. parking tickets” framework for moving fast without losing control.—SPONSORS:Brex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartupsSpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cj—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/martenabrahamsen/Company: http://vercel.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Speeding tickets vs. parking tickets3:21 Visa IPO in the financial crisis5:09 Going public has changed6:45 Private market: 22–24 trillion9:03 More or fewer public companies?9:48 Sponsors — Brex | Aleph | RightRev13:04 KPI dashboard on your phone14:12 Revenue flux via Slack and Notion15:37 RevRec tool: green, yellow, red17:56 V0 is a job requirement19:43 Speeding tickets vs. parking tickets20:33 Sponsors — Rillet | EY | SpendHound23:49 Very few one-way doors25:02 Finance in hypergrowth25:39 Three-scenario planning27:00 Honest with the board31:00 PLG + consumption at Vercel33:32 What Marten checks every morning34:03 Why RPO doesn't work here35:36 Holiday usage is up37:10 ICP shifted to solo developer39:22 Capital allocation in a fast market41:32 Growth compounds; margin can't43:22 SaaS gross margins: spicy take44:24 Cash-burning AI: 2026 vs. 202147:29 Are some hypergrowth cos destroying value?50:00 Lightning round50:11 Bank of Ireland mix-up51:10 Don't punt problems forward52:04 Finance software stack52:38 Expensed an oven53:12 Credits

Alziamo la serranda per una nuova puntata dei Garagisti Tech

「賣股權，竟然也可能被課房地合一稅？」近年來房地合一稅2.0上路後，許多企業主與投資人開始發現，原本以為只是單純的「股權交易」，竟可能被國稅局視為「移轉不動產」，進而適用房地合一稅，甚至面臨高達45%的課稅風險！而近期財政部也針對房地合一2.0特殊股權交易相關規定做出調整，也讓許多原本稅負壓力很重的案件，開始出現重新評估與調整的機會。本集《EY 稅務輕鬆聊》，由安永聯合會計師事務所稅務服務部執業會計師吳文賓與經理黃詩涵，帶大家解析房地合一稅2.0「特殊股權交易」的核心概念與最新規定，幫助您在進行股權移轉與家族傳承時，提前避開潛在稅務風險！ Powered by Firstory Hosting

(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access (13:28) Secondary Markets as Exit Liquidity for VCs (27:00) The Private Market Bubble? (32:03) Hottest Secondary Companies Right Now Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Brad: https://x.com/altcap Follow Gavin: https://x.com/GavinSBaker Follow Kelly: https://www.linkedin.com/in/kelly-rodriques-9b49418 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public Thanks to our partners for making this possible! EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what's next. https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Brad Gerstner: https://x.com/altcap Follow Andrew Feldman: https://x.com/andrewdfeldman Follow Will Marshall: https://x.com/Will4Planet Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

Ey up! For letter Q of our Playstation journey we get busy with a toucan from April 1997. Quaddle is that all about? Get in touch with us via the following pester paths; Discord Instagram Twitch Website X - Formally known as Twitter Round Table Chat About Games and That What Mark Did Mixtape Heel / The Good Boy Good Luck, Have Fun, Don't Die Project Hail Mary What Dan Did Mandalorian and Grogu The Night Manager What Sull Did Forza Horizon 6 Widow's Bay UK Kong Off - Retro Asylum Recap and Part 2  Cultural Interlude 7th April 1997 UK Singles Charts No 9 - Sash! - Encore Une Fois No 8 - The Chemical Brothers - Block Rockin' Beats No 6 - Spice Girls - Mama No 4 - Smoke City - Underwater Love No 3 - No Doubt - Don't Speak No 2 - Supergrass - Richard III No 1 - R. Kelly - I Believe I Can Fly Fillums!  Clues courtesy of topfilmtip No 7 - Top 90s sound track, great acting & beautiful direction for Baz Luhrmann- Leonardo DiCaprio & Claire Danes star in… No 2 - Whiney farm boy befriends camp-bot, dustbin, aged fantasist, sexy princess, space cowboy, walking rug. Topples an empire    No 1 - After a flying-stick-related retirement crisis, Michael Jordan is recruited by a coalition of cartoon mammals to help defend their freedom from extraterrestrial theme-park middle management via a legally binding basketball game. SONGIFY STAR WARS, but everything goes wrong because Luke is obsessed with Tosche Station And what we've all been waiting for!!!!! - Games C&VG - Issue 185 Dark Forces Psychic Force Diablo What could we have been playing? Q*Bert  Quake II All Q Games Deadlock's Super Groovy Episode Archive -  bit.ly/PHEpisodeGuide What did YOU think of Quaddle Family Mysteries? How many AWOOGAS would you give it? How was April 1997 for you?! Get in touch and let us know.  We love to hear from you lovely people and that...

(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift: Event-driven to quality and AI (16:01) The art of short selling and a homebuilder trade (22:15) Criminal justice reform and the Ross Ulbricht pardon Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Dan Loeb: https://x.com/DanielSLoeb1 Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

Martin Watkins is CEO of Montis Group, which is building a blockchain-native central securities depository — the settlement and issuance layer that makes tokenized assets work as real financial products. With 30 years inside Euroclear, AtosEuronext and EY, Martin chose to build the infrastructure the market was missing rather than keep advising on the existing system. We get into what a digital CSD unlocks for collateral mobility, why the ECB's DLT eligibility confirmation matters, and what Luxembourg's Blockchain Law IV could mean for Ireland's €5 trillion funds industry.Find Martin at info@montis.digital or visit montis.digitalSubscribe on Spotify: https://open.spotify.com/show/4F8uOLxiscYVWVGEfNxTndCHAPTERS00:00 The doom loop that tokenization solves00:27 Introduction01:13 Martin Watkins welcome01:18 30 years inside the plumbing of capital markets03:50 What a blockchain-native CSD does differently05:48 The Friday afternoon collateral problem06:22 The 24/7 problem in tokenized funds07:46 The Irish question: settlement finality and €5 trillion in fund assets09:27 Legal certainty, portfolio managers and the velocity of capital10:39 Why the market infrastructure isn't there yet — but nearly is11:20 How to reach Martin and MontisMoneyNeverSleeps: Sharp riffs, big ideas and real insights from smart people — all in under 15 minutes. Hosted by early-stage investor Pete Townsend with the people rebuilding money, markets, and the internet from the ground up.moneyneversleeps.ieLinkedIn: https://www.linkedin.com/in/petetownsendnv/X/Twitter: https://x.com/PeteTownsendNVInstagram: https://www.instagram.com/petetownsend353/Email: info@norioventures.com

(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding launch monopoly and Starlink (10:38) The 10x Paradox: Why we're seeing unprecedented scaling (15:33) Segmenting AI markets and future impact (18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

In this episode of Run the Numbers, CJ breaks down how stock exchanges became the operating system of modern capitalism. From ship captains raising voyage money, to the Dutch East India Company's first tradable shares, to coffee house traders, the Buttonwood Agreement, market crashes, Robinhood, and GameStop, this is the story of how markets turned ownership into something liquid, global, and very, very human.—SPONSORS:SpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cjBrex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comSlacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/—RELATED EPISODES:A CFO Explains Secondarieshttps://youtu.be/pENvBuXhGukA CFO Explains the Diamond Industryhttps://youtu.be/fPrho7hvykAA CFO Explains Marketplaceshttps://youtu.be/LpbH9GpBrSY—TIMESTAMPS:0:00 The First IPO, and Why It Changed Everything2:50 Coffee, Buttonwood Trees, and the First Insider Trading Scandal6:31 The Railroads Built Your Month-End Close10:17 Sponsors — SpendHound | Brex | Aleph13:47 Buying Stocks on Credit, and How That Ended18:13 Merrill Lynch Goes to the Suburbs, and the Paper Almost Wins21:44 Sponsors — RightRev | Rillet | EY24:47 NASDAQ, Pets.com, and the Most Expensive Sock Puppet in History28:49 The Phone in Your Pocket Democratized Everything, For Better or Worse33:03 The Stock Market Was Never Really About Stocks36:47 Credits#RunTheNumbersPodcast #FinanceHistory #StockMarket #Investing #FinanceLeadership

El Grande Americano vs OG El Grande Americano – WELCH EIN ÜBERRAGENDES MATCH bei AAA und dem Noches de los Grandes-Event. Wir gehen rein mit Liebe und Anerkennung; und stoßen in die Tiefen mexikanischer Wrestling-Euphorie vor. Außerdem: Clash in Italy (ab 51:48)! Wir machen eine Review, labern über Tribal Combat Romano Renzi vs Jacob Fatuccine, Oba Femi vs Brock Lesnar und alle anderen Matches. Bei RAW startete derweilen das King & Queen of the Ring Tournament – wir schauen uns den Kreis der Teilnehmenden an und wagen schonmal Voraussagen. Ey und es ging um Treppen! Viel Spaß! Wir freuen uns wie immer mega über Kommentare und Feedback auf Instagram, Threads, Bluesky, Twitter & Facebook. Unterstützt den SCHWITZKASTEN gern auch auf Patreon dabei, der beste deutsche Wrestling Podcast zu sein.

(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Bill Ackman: https://x.com/BillAckman Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

Send us Fan MailWelcome to Season 7 of the Ageless Glamour Girls™ Podcast!How many of you take care of your grandchildren or other youngsters - or occasionally babysit them? Come on - most kids love spending time with their grandparents. And what would YOU do if they - or someone you loved - suddenly stopped breathing... or started choking?It's a question most of us hope we'll never have to answer. But when an emergency happens, every second counts.Ahead of the official start of summer... and in recognition of National CPR & AED Awareness Week, Ageless Glamour Girls™ Podcast Host Marqueeta Curtis-Haynes sits down with Pamela Isom, President and CEO of ICE Safety Solutions, to discuss the life-saving skills every family should know.A former biologist turned entrepreneur, Pam shares her remarkable journey into the world of CPR, First Aid, and AED training, and explains why emergency preparedness isn't just for healthcare professionals. It's for all of us.In this episode, we discuss:• Why so many adults have never been trained in CPR• What CPR and AEDs actually do• Why people freeze during emergencies• Common choking emergencies involving children• What grandparents, caregivers, and families should know• Family reunions, church groups, and community preparedness• How to get started with CPR and First Aid trainingWhether you're a grandmother, an ageless auntie, a caregiver, or simply someone who wants to be prepared, this conversation could help you gain the confidence to respond when every second counts.Because the life you save could belong to someone you love.CHEERS to Healthy Aging and Joyful Living, Luvvies!************ GUEST BIO:Pamela Isom, President/CEO,  ICE Safety Solutions Est. 1999.  https://www.getice.com/  Since she was a young girl Pam had one focus:“To be sure no one around her became ill, injured or would lose a life”Pamela fell in love with safety when she was 16 years old while working as a lifeguard, where she was exposed to CPR Training. Her life changing moment came when she used her CPR skills to recognize her father was suffering congestive heart failure and she leaped into action!Ms. Isom earned a degree in Biological Sciences from University of California Davis, while also earning a 4-time NCAA All-American status in Cross Country and the 1500M and 3000M. Following her athletic career Pamela started her career as a scientist in Cardiovascular Pharmacology working on the popular anti- inflammatory Aleve and the antiviral Tamiflu.  After 8 years in research, she left her career with the birth of her daughter and started ICE Safety Solutions, with the focus on providing life safety training for corporations across the US. Fast forward 27 years, ICE Safety Solutions is a nationally ranked safety company executing innovative & transformational VR/AR safety trainings, safety plans, and PPE in the areas of emergency response planning, training, execution, evacuation, active shooter, natural disasters and medical emergencies. Notable clientele includes Salesforce, NBA, EY, Honda, Oracle, CA Water Service, Cupertino Electric, Truebeck Construction, Golden State Warriors, Allstate, Toyota & Honda Financial and other Fortune 1000 companies. In 2017, ICE Safety Solutions received national recognition as the National Minority Business Enterprise of the Year and in 2018 acknowledged by the National Association of Women Business Owners, California as Business of the Year and Woman Owned Business Northern CA in  2019, 2020 and 2021.  In 2024, Pamela Isom has been recognized by the Woman Owned Business Enterprise Council Pacific Northwest (WBEC Pacific) STAR award. 2025 NMSDC Supplier of the Year, Class II, Finalist.Support the showSupport Ageless Glamour Girls™:www.agelessglamourgirls.com        www.linkedin.com/in/marqueetacurtishaynes       https://www.shopltk.com/explore/AgelessGlamourGirls https://www.youtube.com/@agelessglamourgirls      Instagram @agelessglamourgirlsFacebook: https://www.facebook.com/agelessglamourgirlsPrivate (AGG) FB Group: The Ageless Café: https://www.facebook.com/groups/theagelesscafeTikTok: @agelessglamourgirlsPodcast Producers: Ageless Glamour Girls™ and Purple Tulip Media, LLC  

In this episode of the Global Regulatory Update podcast, host Melanie Idler, Policy Advisor at the IIF, speaks with EY's Stuart Doyle, U.S. Insurance Risk and Regulation Leader, and Rasika Karnik, U.S. Insurance Risk Senior Manager, about the findings of the third annual EY–IIF Global Insurance Risk Management Survey, which examines how insurance chief risk officers are navigating a rapidly evolving global risk landscape. Drawing on insights from more than 100 CROs and senior risk executives, the discussion explores how insurers are operating in a nonlinear, accelerated, volatile, and interconnected (NAVI) risk environment, where risks materialize faster, spread more widely, and interact in increasingly complex ways. The guests examine how this is reshaping the role of the CRO, with greater expectations for real-time insights, forward-looking analysis, and deeper integration into business decision-making. They highlight the continued dominance of cyber risk as the top near-term concern, alongside the growing importance of strategic risk, reflecting the expanding remit of risk leaders as organizations respond to geopolitical shifts, technological disruption, and market change. The conversation also focuses on how insurers are adapting their operating models and capabilities. AI and advanced analytics are moving from experimentation into core risk functions, driving both efficiency gains and new governance challenges, while prompting a shift toward capability-driven risk teams rather than simple headcount growth. At the same time, CROs are balancing near-term pressures with longer-term risks such as climate transition, data privacy and ethics, and evolving global financial dynamics, requiring more adaptive skill sets and a broader, more strategic approach to risk management. Together, these themes underscore a fundamental transition: from managing risk as a control function to positioning it as a central driver of resilience, insight, and decision-making across the insurance enterprise.

Zakladateľ Finax Juraj Hrbatý hovorí o investovaní často ako o nástroji pokoja. Nie náhodou firma používa slogan „Invest and Relax“. V rozhovore pre podcast „Prečo práve oni?“ však nehovoril len o financiách, ale aj o rakovine, hodnotách, rodine či potrebe meniť podnikateľské prostredie na Slovensku. Finax vznikol s cieľom sprístupniť investovanie aj ľuďom, ktorí sa vo financiách neorientujú. Podľa Hrbatého nemusí byť investovanie komplikované ani určené len pre bohatých klientov.„Chceme ľuďom ukázať, že investovanie môže byť bežnou súčasťou života,“ hovorí. Klienti podľa neho prejdú jednoduchým dotazníkom, na základe ktorého firma nastaví vhodnú investičnú stratégiu a následne sa o portfólio stará automaticky.Dnes Finax spravuje približne 1,6 miliardy eur a má viac ako 100-tisíc klientov. Pôsobí nielen na Slovensku, ale aj v Poľsku, Chorvátsku či Nemecku.Finax sa dlhodobo venuje aj finančnému vzdelávaniu. Hrbatý s kolegami napísal knihu „Koľko stojí vaše šťastie?“, ktorá sa snaží meniť pohľad ľudí na peniaze.Podľa neho totiž peniaze samy o sebe šťastie neprinášajú, no dokážu výrazne znížiť stres a priniesť väčší pokoj do života. „Peniaze sú podľa štatistík jeden z najväčších stresorov v živote ľudí,“ hovorí.Za dôležitejšie než luxus považuje možnosť mať čas na rodinu a pokoj. Jednou z tém, ktorú Hrbatý dlhodobo otvára, je slabá finančná gramotnosť na Slovensku. Finax preto pripravuje aj učebnice finančnej gramotnosti pre školy, hoci priznáva, že projekt napreduje pomalšie, než očakával.Zároveň upozorňuje, že Slovensku chýba rozvinutý kapitálový trh a domáce firmy, do ktorých by mohli Slováci investovať.„Naši klienti by chceli investovať aj do slovenských firiem. To potom vytvára pracovné miesta a kvalitnú budúcnosť pre ich deti,“ hovorí.Podcast Prečo práve oni? a tento článok vám prináša  ⁠⁠spoločnosť EY⁠⁠. Pravidlá spolupráce medzi inzerentmi a redakciou si môžete pozrieť v  ⁠⁠tomto odkaze⁠⁠. 

(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Sarah Friar: ⁠https://x.com/thefriley⁠ Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

C'est le grand rendez-vous annuel des investisseurs étrangers en France, le sommet Choose France se tenait ce lundi (1er juin 2026) au château de Versailles. Le président Emmanuel Macron a lancé cette grande messe annuelle en 2018 et se félicite de son succès. Pour la 7è année consécutive, la France est le pays européen qui a attiré le plus d'investissements étrangers en 2025, selon le baromètre du cabinet EY. Quelle réalité recouvrent ces chiffres ? La France est-elle vraiment toujours aussi attractive aux yeux des investisseurs internationaux ?    Invités : - Anthony Morlet-Lavidalie, économiste chez Rexecode, institut d'études économiques - David Cousquer, fondateur et gérant de la société Trendeo, cabinet de collecte et d'analyse d'informations économiques - Anaïs Voy-Gillis, docteure en géographie, spécialiste des questions industrielles en France et en Europe, autrice du livre Pour une révolution industrielle, éditions Presses de la Cité.

C'est le grand rendez-vous annuel des investisseurs étrangers en France, le sommet Choose France se tenait ce lundi (1er juin 2026) au château de Versailles. Le président Emmanuel Macron a lancé cette grande messe annuelle en 2018 et se félicite de son succès. Pour la 7è année consécutive, la France est le pays européen qui a attiré le plus d'investissements étrangers en 2025, selon le baromètre du cabinet EY. Quelle réalité recouvrent ces chiffres ? La France est-elle vraiment toujours aussi attractive aux yeux des investisseurs internationaux ?    Invités : - Anthony Morlet-Lavidalie, économiste chez Rexecode, institut d'études économiques - David Cousquer, fondateur et gérant de la société Trendeo, cabinet de collecte et d'analyse d'informations économiques - Anaïs Voy-Gillis, docteure en géographie, spécialiste des questions industrielles en France et en Europe, autrice du livre Pour une révolution industrielle, éditions Presses de la Cité.

Leikhópurinn Lotta heldur upp á tuttugu ára afmælið í ár og sýning hópsins í sumar er Litaland sem segir frá grunnlitunum gulum, rauðum og bláum. Hver litur byggir sinn eigin heim í Litalandi og í upphafi eru samskipti milli heimanna lítil enda vill hver litur halda sig út af fyrir sig. Anna Bergljót Thorarensen er höfundur verksins og jafnframt stofandi leikhópsins. Hún kom í þáttinn í dag ásamt öðrum af tveimur leikstjórum, Þórunni Lárusdóttur. Svo var það Heilsuvaktin með Helgu Arnardóttur. Hvað einkennir heilbrigð og langlíf ástarsambönd og hvenær verða þau óheilbrigð? Hvaða máli skipta tengslin og nándin sem við fáum í æsku fyrir ástarsambönd okkar á fullorðinsárum og hvernig getur það komið fram á neikvæðan hátt ef örugg tengsl og nánd hafa ekki verið til staðar. Guðbrandur Árni Ísberg sálfræðingur leitast við að svara þessum spurningum og fjölmörgu öðru um ástina í nýútkominni bók sinni Í augum þínum verð ég til. Helga ræddi við Guðbrand á Heilsuvaktinni í tilefni af því. Tónlistin í þættinum: Aftur heim til þín / Eyþór Ingi og Lay Low (Baldur Hjörleifsson og Jónína Guðrún Eysteinsdóttir) Hver er hann? / Leikhópurinn Lotta, Rósa Ásgeirsdóttir (Baldur Ragnarsson, texti Sævar Sigurgeirsson) Ósvikin ást / Eyjólfur Kristjánsson (Eyjólfur Kristjánsson, texti Aðalsteinn Ásberg) UMSJÓN: GUNNAR HANSSON OG GUÐRÚN GUNNARSDÓTTIR

In this episode of Run the Numbers, CJ sits down with Ryan Roccon, CFO of Zapier, to cover AI hiring standards, automating month-end close, measuring ROI on AI spend, and why determinism still beats agents most of the time.—SPONSORS:EY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartupsSpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cjBrex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/ryanroccon/Company: https://zapier.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Ryan's First Appearancehttps://youtu.be/VIZ_RzfV78IChris Byington, Head of Data @ Superhumanhttps://youtu.be/ydH38JnWfww—TIMESTAMPS:0:00 Preview and intro2:11 Ryan's scope at Zapier3:17 Why the finance guy runs ecosystems6:19 AI is a required hire competency6:46 The four levels: unacceptable to transformative8:48 How Zapier tests for it11:50 Favorite interview question13:06 Sponsors — EY | SpendHound | Brex16:18 AI changes the hiring profile17:07 Support becomes customer-facing engineering18:44 Where AI beats deterministic Zaps21:00 80-90% of builds are deterministic22:41 Sponsors — Aleph | RightRev | Rillet26:00 Month end close on Zaps27:40 Time saved is a leading indicator29:53 AI token costs: COGS or investment?31:51 Performance issue or measurement issue?33:41 Partner ARR: chasing the wrong thing35:56 Build around what changes the decision37:17 The initiative sizing coach40:00 Escalate on magnitude, not certainty41:55 The 9,000 integration story44:02 M&A process and minimum model46:19 Cash vs. stock: incentive alignment48:06 CFO's role in M&A: show up early49:18 Credits

In this episode of Medsider Radio, we sat down with Karthik Ganesh, CEO of OnMed.OnMed is the healthcare technology company behind OnMed CareStation, a “Clinic-in-a-Box” designed to expand access to primary and urgent care. Before OnMed, Karthik served as CEO of EmpiRx Health, leading the company through rapid growth and a successful private equity transaction in 2021. Throughout his career, he's held leadership roles at QualCare, CareAllies, and Aetna, and advised healthcare organizations through Deloitte and EY.In this interview, Karthik discusses why hybrid care models still require a human touch, how enterprise healthcare buyers evaluate value propositions differently, why brand and culture should shape execution early, and how operating under constraints can sharpen innovation.Before we dive into the discussion, I wanted to mention a few things:First, if you're into learning from medical device founders and CEOs and want to know when new interviews are live, head over to Medsider.com and sign up for our free newsletter.And if you're ready to level up your medtech game, you should check out Medsider Courses — 8-week masterclasses covering topics like fundraising, M&A and exit planning, design and development, clinical and regulatory strategy, and commercialization.These courses, featuring hard-earned lessons from elite medtech CEOs, can be purchased individually or come free with our All-Access Pass.If you'd rather read than listen, here's a link to the full interview with Karthik Ganesh, which includes a link to ScottBot — an AI version of host Scott Nelson trained on every Medsider interview and playbook. Feel free to ask ScottBot any questions you'd like!KEY MOMENTS FROM THE INTERVIEW(03:04) - Karthik's obsession with healthcare access, and the “broken doorway” problem behind OnMed (05:51) - How OnMed combines telemedicine and brick-and-mortar care into a “Clinic in a Box” (09:04) - The OnMed metrics that surprised Karthik most, including a 37% patient return rate, and the reasons behind the company's success (09:22) - What OnMed designed differently after realizing that patients approach healthcare with their guard up (15:27) - The pitfalls of B2C healthcare and how OnMed was built as a B2B company by intention (22:01) - How Karthik reshaped OnMed around clarity, structure, and high performers (30:23) - What “brand” actually means to Karthik (39:37) - How OnMed tailored its value proposition for payers, providers, employers, and universities (45:45) - Karthik's fundraising philosophy: constraints keep companies inventive

Global tax policy is entering a new phase. This episode of the EY Tax and Law in Focus podcast examines how the OECD's side-by-side approach is shifting the system from alignment toward coexistence, with parallel regimes operating across jurisdictions.Host Susannah Streeter is joined by Aruna Kalyanam, EY Global and Americas Tax Policy Leader; Chris Miller, EY Asia-Pacific Tax Policy Leader; and Chris Sanger, EY Global Government Tax Leader. Together, they explore what has driven this shift, including the influence of US tax policy, and what it means for multinationals operating across increasingly complex frameworks.The discussion looks at where complexity is likely to rise, particularly as companies navigate overlapping regimes, domestic minimum taxes and diverging national approaches. It also highlights the growing importance of scenario planning, real-time data and cross-functional coordination, as tax becomes more central to strategic decision-making in a less predictable global environmentEY refers to the global organization, and may refer to one or more of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. The views of third parties set out in this publication are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made.

In today's Cloud Wars Minute, I look at how Microsoft and EY are combining engineering and consulting expertise to scale AI transformation. Highlights 00:10 — Microsoft and EY have announced a substantial enhancement to their existing partnership, committing to invest over a billion dollars over five years into a new initiative aimed at helping organizations to scale AI. 00:40 — So, what's the plan for it? Well, it will combine Microsoft's forward-deployed engineers, or FDEs, with the expertise of EY industry professionals to accelerate AI adoption. Their approach focuses on, and I quote, “change management delivery models powered by Microsoft's FDE AI-native hypervelocity engineering approach.” 01:05 — Now, this initiative will see teams of EY business consultants and Microsoft engineers co-develop AI solutions tailored to address clients' highest-value business opportunities. This collaboration is steering companies toward the goal of becoming frontier firms. It's a term coined by Microsoft that I've used many times, that's gaining traction across the industry. 01:29 — Frontier firms are organizations that integrate agentic AI with the human workforce at scale and continuously optimize AI initiatives while adapting their company culture to thrive in this new future. Now, an interesting aspect of this collaboration is that EY, already closely aligned with Microsoft in terms of partners, was in fact the client zero for the initiative. 01:56 — This means they [the EY team] have an insider's understanding of what works well, how to adapt to Microsoft products, and how to effectively share this knowledge with potential customers and clients. Visit Cloud Wars for more.

“Ey iman edenler! Kendinizi ve ailenizi, yakıtı insanlar ve taşlar olan ateşten koruyun.O ateşin başında gayet katı, çetin, Allah'ın kendilerine verdiği emirlere karşı gelmeyen ve kendilerineemredilen şeyi yapan melekler vardır.” Tahrim 6“Ey inkâr edenler! Bu gün özür dilemeyin! Siz ancak yapmakta olduklarınızın karşılığını görüyorsunuz.” 7Dünyadaki ateşler taşı yakamaz. Cehennem ateşi nasıl bir ateş ki yakıtı insan ve taş?“Keşşâfda, bu ifadeye, "Günahları terkedip, taatları yapmak ve ailenizi, kendinizi sorumlu tuttuğunuzşeylerle sorumlu tutmanız suretiyle, koruyun" manası verilmiştir. Yine bu ifadeye, "Kendinizi, nefsinizidavet ettiği şeylerden koruyun. Çünkü nefis, size kötü şeyleri emreder" manası verilmiştir."Bu ateşin başında iri gövdeli, sert tabiatlı melekler vardır." Cenâb-ı Hakk bu ifadeyle, on dokuzzebânî (cehennem bekçisi melek) ile onların yardımcılarını kastetmiştir. Bunlar, alabildiğine büyük, haşin vesert meleklerdir. Onların bu şekilde yaratılmış olmaları yadırganacak bir şey değildir. Yahut da onlar, Allah'ındüşmanlarına karşı, alabildiğine şiddetli, Allah dostlarına karşı alabildiğine merhametli oldukları için,hilkatlerinde değil de işlerinde böyle serttirler. Nitekim Hak teâlâ (mü'minleri vasfederken), "(Onlar),kâfirlere karşı alabildiğine sert; birbirlerine karşı ise son derece merhametlidirler" (Fetih 29) buyurmuştur.Ayetteki, "Ne emrolundular ise onu yaparlar" ifadesi. işin gerektirdiği ortamdan ötürü onların, çok çetin vesert olduklarına delâlet eder. Çünkü onlar Allah'ın emirlerini yerine getirme ve düşmanlarından intikamalma hususunda asla şefkatli davranmazlar. Burada, meleklerin, âhirette, Allahü teâlâ'nın emir ve yasaklarıile mükellef olmaya devam ettiklerine bir işaret vardır. Çünkü onlardan sâdır olacak isyan. Allah'ın emir veyasağına muhalefet olur."Ey kâfirler, bugün özür dilemeyin" buyurmuştur ki bu, "Onlara, "Bugün mazeret beyan etmeyin" denilecek"takdirindedir. Çünkü mazeret beyan atmek, tevbe etmek demektir. Tevbe ise, cehenneme girdikten sonra,artık makbul değildir. Binâenaleyh mazeret beyan etmek, onlara bir fayda vermez. yani, "Sizin yapmışolduğunuz o kötü amelleriniz, hikmet-i ilahiyye gereği size bu azabı gerekli kılmıştır."Allahü teâlâ, "Eğer yapamazsanız, ki kesinlikle yapamayacaksınız, o halde yakıtı insanlar ve taşlar olan oateşten korununuz. Zira o, kâfirler için hazırlanmıştır" (Bakara, 24) buyurarak, cehennemin kâfirler içinyaratıldığını bildirmiştir. Öyleyse burada, mü'minlere böyle hitap etmesinin hikmeti nedir? Deriz ki:Fasıkların derekeleri, kâfirlerin derekelerinin üstündedir. Çünkü fasıklar da kâfirlerle birlikte, aynı yerde,yani cehennemdedirler. Bundan dolayı mü'minlere, "Bu ateşin kendileri için hazırlandığı kimselerlebirlikte olmamanız için, fısk-ı fücurdan (günahtan) alabildiğine kaçınmak suretiyle kendinizi bu ateştenkoruyun" denmiştir. Bu hitapla, Cenâb-ı Hakk'ın onlara, mürtedlikten korunmalarını emretmiş olması dauzak bir ihtimal değildir.” RaziAli (radıyallahü anh), Katade ve Mücahid şöyle demişlerdir: Yaptığınız işlerle kendinizi koruyunuz, onlarayapacağınız tavsiyelerle de aile halkınızı koruyunuz.el-Kuşeyrî'nin zikrettiğine göre bu âyet-i kerîme nazil olunca, Ömer (radıyallahü anh) şöyle demiş:Ey Allah'ın Rasûlü! Haydi kendimizi koruduk diyelim. Peki aile halkımıza ne yapabiliriz?' Peygamber şöylebuyurdu: "Allah'ın size yasakladığı şeylerden onları alıkoyarsınız, Allah'ın emrettiklerini onlara daemredersiniz.""Sen aile halkına namazı emret, kendin de sabırla ona devam et" (Taha, 20/132)"Önce yakın akrabanı uyar." (eş-Şuara, 26/214)"Çocuklarınıza yedi yaşında namaz kılmalarını emrediniz. (Kılmazlarsa) on yaşında onları (hafifçe)dövünüz ve yataklarını birbirinden ayırınız." Ebû Dâvûd, I, 133; Hâkim“Hepiniz çobansınız ve hepiniz sürüsünden sorumludur. İnsanların başındaki İmâm (İslâm devletininyöneticisi) bir çobandır ve o, onlardan sorumludur. Adam aile halkı üzerinde bir çobandır ve onlardansorumludur."

In this episode of Run the Numbers, CJ sits down with Aurélien Nolf, CFO of Navan, to unpack how to pre-align before budgeting, how to think about portfolio construction inside a company, when to fund or kill internal bets, how IR is becoming more connected to FP&A, and where AI actually works inside finance teams.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartupsSpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex 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/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJ—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/aureliennolf5b716412/Company: https://navan.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and intro1:21 Welcome and guest intro3:06 100-mile ultramarathon at Lake Tahoe4:47 Resource allocation lessons from EA6:41 Bucketing bets: proven, intuition, moonshots7:43 Pre-alignment before budgeting9:58 The 70/20/10 framework10:35 Sponsors — Rillet | EY | SpendHound13:51 The common trap: chasing everything16:16 Lyft: $1B burning to $1B profitable18:11 Killing projects without crushing morale19:24 TAM as the planning foundation20:57 Navan's TAM: managed vs. unmanaged22:15 Sponsors — Brex | Aleph | RightRev25:48 Why go after the unmanaged segment28:24 Not all TAM dollars are equal29:26 How IR is evolving30:45 Why FP&A and IR belong together31:54 Metrics: disclose vs. guide34:04 Use internal metrics externally35:12 Communicating bad news to the market39:22 Earnings prep: the black book40:04 AI in finance: can't vibe code compliance41:31 Ava handles 55% of interactions43:08 AI ROI: same framework as anything else44:02 Why finance hasn't had its AI moment44:46 Lightning round44:56 Screwed up: wrong investor meeting45:23 Sunday planning ritual46:42 Advice to younger self47:29 Finance software stack48:34 Craziest expense: curtains at the hotel laundry49:17 Credits

Il fermo nazionale dell autotrasporto previsto dal 25 al 29 maggio è stato sospeso dopo l'incontro di venerdi 22 Maggio a Palazzo Chigi fra Governo e associazioni di categoria. La protesta era nata per l'aumento dei costi del carburante, con il gasolio passato in meno di due mesi da 1,70 a oltre 2,10 euro al litro, e per gli effetti considerati insufficienti del taglio generalizzato delle accise. Dal confronto con l'esecutivo è arrivato un pacchetto da circa 300 milioni di euro sotto forma di credito d imposta per compensare parte dei rincari sostenuti dalle imprese nei mesi di marzo, aprile e maggio rispetto ai prezzi medi di febbraio: non uno sconto diretto alla pompa, ma un ristoro fiscale per alleggerire l impatto del caro diesel sui bilanci delle aziende. Ne abbiamo parlato con Claudio Donati, segretario generale di Assotir. Semiconduttori: da inizio anno rally del 72%. Ma BOFA dice non è BollaLa domanda esplosa dei data center e degli hyperscaler globali ha fatto impennare i prezzi delle DRAM e consolidato il potere contrattuale dei produttori, oggi sostenuti da accordi pluriennali con i grandi operatori tecnologici. E se la domanda cresce, l'offerta si adegua. Nel suo ultimo State of Union sull'industria dei semiconduttori, Bank of America ha rivisto al rialzo in modo significativo le proprie previsioni relative alle dimensioni del mercato globale dei semiconduttori. La banca prevede che il mercato potenziale complessivo dei semiconduttori raggiungerà circa mille e trecento miliardi di dollari entro il 2026 (rispetto alla precedente previsione di mille miliardi di dollari), per arrivare a circa 2mila miliardi di dollari entro il 2030. Il rapporto sottolinea che l'intelligenza artificiale (IA) e i data center (compresi i sistemi di elaborazione, le reti e lo storage) saranno i principali motori di crescita, mentre il settore industriale (rifornimento delle scorte e robotica) fungerà da motore secondario. E a proposito del rischio "bolla" nel suo report BOFA scrive: "L'intelligenza artificiale ha ancora forza strutturale. Il peso dei semiconduttori negli indici di borsa è di circa il 18% nell S&P500 ed è vero che aumenta la sensibilità macroeconomica del mercato. Ma il movimento è guidato dagli utili, il rapporto prezzo/utili da qui ai prossimi 12mesi è di 1:25, sostanzialmente inalterato da inizio anno ed è ancora sotto i precedenti picchi. Ci sono poche evidenze di un'inflazione speculativa dei multipli, elemento che supporta la secolarità del really nel contesto della crescita strutturale A.I."Il commento di Filippo Diodovich Senior analyst di IG Sanchez a Roma. Italia e Spagna a confronto: a cosa si deve il miracolo di MadridLe tensioni geopolitiche in corso, dalla guerra in Ucraina ai dazi imposti dagli Stati Uniti e ora lo shock energetico determinato dall attacco israelo-americano all Iran, stanno avendo come del resto in tutti i paesi europei conseguenze pesanti sull economia italiana. Lo attestano le stime della Commissione europea che collocano la crescita per l Italia allo 0,5% quest anno e allo 0,6% il prossimo, con rischi evidenti di ulteriori revisioni al ribasso. Ma se si scorrono dati e tabelle del Rapporto annuale dell Istat, se ne trae la conclusione che il problema della bassa crescita nel nostro Paese è di lunga durata, come emerge dal confronto con le principali economie europee, e soprattutto con quella spagnola. Da tempo si parla di miracolo spagnolo per le indubbie performance messe a segno da Madrid. È effettivamente tale? L Istat rileva in particolare che tra il 2022 e il 2025 la crescita del Pil ha raggiunto il 9% in Spagna, a fronte del 2,3% in Italia. Un risultato che riflette «una maggiore capacità dell economia spagnola di generare una crescita più sostenuta della domanda interna e dell attività produttiva, anche attraverso incrementi della produttività e un maggiore orientamento verso settori a tecnologia più avanzata, specialmente nei servizi». Vi è senza dubbio dietro queste cifre l effetto della regolarizzazione degli immigrati irregolari. Del resto la principale fonte di immigrati in Spagna è l America latina, dove si parla lo spagnolo. Poi si registra il traino dei servizi e del Pnrr. Nel periodo 2022-2025 in Spagna si è registrata una crescita da consumi ed esportazioni pari rispettivamente a 6,8 e 3,6 punti percentuali, rispetto al 2,2 e 0,2% messo a segno in Italia nello stesso periodo. In sostanza in Spagna si evidenzia un maggiore dinamismo dei consumi delle famiglie che secondo l Istat è riconducibile sia a fattori demografici sia a una crescita sostenuta dei redditi reali. Ma ancora una volta su questa fondamentale componente demografica un effetto predominante lo si deve all aumento della popolazione spagnola tra i 15 e i 64 anni (+4,6% tra il 2022 e il 2025), superiore a quello italiano (+1,6%, grazie alla forte espansione della componente degli stranieri regolari (+22,3% contro il +4,6% in Italia). Chiediamo chiarimenti al collega Dino Pesole che ne ha scritto nei giorni scorsi.E' stato ospite a Focus Economia Dino Pesole, editorialista del Sole 24 Ore Ey-Oxford Economics, in Italia Pil a +0,4% nel 2026, pesano shock energeticiLa guerra in Medio Oriente e i conseguenti shock energetici hanno innescato un forte rallentamento della crescita a livello globale, pur senza configurare al momento una recessione mondiale. È quanto emerge dal rapporto presentato durante l'evento 'Scenari macroeconomici e intelligenza artificiale: implicazioni, sfide e opportunità', organizzato da Oxford Economics in collaborazione con Ey, in cui viene stimata una crescita del Pil italiano dello 0,4% nel 2026 (UN O,1% IN MENO RISPETTO ALLA STIMA DELL'FMI DI OGGI), "in un contesto - si legge in una nota - di elevata incertezza e domanda interna poco dinamica". Secondo l'analisi, nel 2027 si osserverà una lieve accelerazione della crescita del Pil (+0,6%), riconducibile a un andamento dei consumi privati e della domanda estera positivi, a fronte di una leggera contrazione degli investimenti, quest'ultima dovuta alla fine di importanti incentivi fiscali, all'esaurimento del Pnrr e a un contesto di maggiore incertezza. Per l'Eurozona, il rapporto stima una crescita dello 0,7% nel 2026, con un'inflazione media intorno al 3%, quasi il doppio rispetto alle previsioni precedenti, con un picco intorno al 3,5% nel secondo e terzo trimestre.L'analisi di Ey e Oxford Economics si è concentrata su quattro settori produttivi rilevanti per l'economia italiana, ovvero alimentare, tessile, automotive e il comparto dei macchinari, stimando una crescita moderata della produzione tra il 2025 e il 2027. Il settore alimentare dovrebbe registrare una crescita stabile e moderata nel medio periodo (+1,8% nel 2026 e nel 2027), sostenuta prevalentemente dall'export, a fronte di consumi interni deboli e dei rischi legati all'aumento dei costi per l'agricoltura. Il settore del tessile e dell'abbigliamento crescerà in misura contenuta nel biennio 2026- 2027 (rispettivamente +1,2% e +1,3%), trainato quasi esclusivamente dall'export, mentre la domanda interna sarà stagnante e peseranno le pressioni dei competitor internazionali, in particolare asiatici. Per quanto riguarda il comparto dei macchinari, l'analisi sostiene che attraverserà una fase di normalizzazione dopo il ciclo espansivo legato agli incentivi, tornando a una crescita stabile (+1,7% nel 2026 e +1,8% nel 2027), sostenuta dall'export e da una graduale ripresa della domanda interna. Il settore crescerà debolmente (+0,9% nel 2026 e +0,5% nel 2027), con export di segno positivo ma investimenti in contrazione. La transizione verso l'elettrico resta un elemento critico, con il rischio di ridimensionare la produzione domestica. Il settore automotive crescerà debolmente (+0,9% nel 2026 e +0,5% nel 2027), con export di segno positivo ma investimenti in contrazione; la transizione verso l elettrico resta un elemento critico, con il rischio di ridimensionare la produzione domestica.Mario Rocco, Valuation, Modelling and Economics Leader di EY in Italia, ai microfoni di Vincenzo Miglietta.

The Pope said WHAT about AI?

This week we chat with the surviving core cast of Dark Dice. Join Travis Vengroff, K.A. Statz, Eyþór Viðarsson, Hem Brewster, & Peter Joseph Lewis as we answer your questions and talk about our experiences with Season 2. Edited, mixed, and mastered by Finnur Nielsen Also discussed: Hem & Eyþór's other Actual Play podcast (Travis is also a player) - The Sprouting Hem's D&D Actual Play podcast (which we did the crossover with in Season 2) - The Lucky Die Learn more about your ad choices. Visit megaphone.fm/adchoices

Una semana después de que se hiciese público el famoso auto del juez José Luis Calama, el caso Plus Ultra se ha convertido en un terremoto político de magnitud todavía incalculable. La UDEF prosigue el vaciado de los discos duros incautados en la oficina de la calle Ferraz que utilizaba José Luis Rodríguez Zapatero, y lo que ha salido a la luz supera con creces lo conocido hasta ahora. Durante el registro del despacho de Zapatero no encontraron nada especialmente relevante, pero en la sala que comparten sus secretarias, María Gertrudis Alcázar y Judith Wells, los agentes incautaron 17 agendas, 18 carpetas de documentación, teléfonos móviles y pendrives. En una caja fuerte cuya llave Gertrudis dijo no poseer hasta que los agentes amenazaron con forzarla, hallaron 103 piezas de joyería que aún están pendiente de tasación, pero que los expertos consideran que podrían valer en el mercado hasta 5 millones de euros. Según la secretaria, esas joyas pertenecen a la herencia de Sonsoles Espinosa y a regalos de varios viajes. Una explicación poco convincente ya que meses antes también se encontraron joyas junto a lingotes de oro en el registro del domicilio del prestamista holandés Simon Verhoeven, cuya pista condujo precisamente al despacho de Zapatero. Pero lo sustancial es la documentación. Las carpetas archivadoras llevaban rótulos como ChinaLink Asia, EY o Kreab, y otras con contratos y facturas presuntamente simulados. Los correos de la secretaria contendrían instrucciones precisas para generar facturación falsa. A la pata venezolana ya documentada se suma ahora la china. La UDEF localizó dos contratos entre Huawei y Whathefav SL, la empresa de las hijas de Zapatero, que datan de cuando esta multinacional trataba de conseguir contratos cuando se produjo el despliegue de la red 5G en España. Calama sitúa a Whathefav como vehículo instrumental para facturar y dar cobertura formal a las operaciones del entramado. También apareció una carta de octubre de 2023 de China International Cultural Technology Resources dirigida personalmente a Zapatero, en la que se interesaban en comprar petróleo, se entiende que de origen venezolano. Entre los mensajes de Julio Martínez, "Julito", hay una referencia a Philippe Apikian que prepara una reunión con Delcy Rodríguez sobre petróleo venezolano destinado a compradores chinos. Si todo se confirma, el asunto va más allá de un caso de irregularidades circunscritas a España y entra en el ámbito de la gran corrupción internacional. Recordemos que este caso lo hemos conocido gracias a un chivatazo proveniente de Estados Unidos y a dos solicitudes de la Justicia francesa y suiza. Sánchez no aparece imputado, aunque ningún tráfico de influencias podría prosperar si quien detenta el poder no está dispuesto a dejarse influir. Sus socios parlamentarios empiezan a marcar distancias, el PNV duda y Felipe González ha reclamado incluso que se adelanten las elecciones. Begoña Gómez vuelve a estar en el foco y el hermano del presidente se sienta a partir de este jueves en el banquillo por el presunto amaño de su plaza en la Diputación de Badajoz. Zapatero, por su parte, declarará como imputado el próximo 17 de junio. Se avecina un mes dramático para el Gobierno y el PSOE, pero Sánchez asegura que una vez más resistirá. En La ContraRéplica: 0:00 Introducción 3:51 Crudo, joyas y silencio 35:03 Firmas en la feria del libro 36:51 Blanqueo e inacción judicial 47:28 Abelardo de la Espriella · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #zapatero #corrupcion Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Emanuele Mazzanti is a day one rule-breaker. When he moved to EY Italy, his boss asked to be called "Dottore." He noticed the distance being created and suggested, politely, that they drop the formalities and just use first names. Surprisingly, the answer was yes.That's a pattern he kept running into. Different countries and roles but the same kind of distance disguised as formality to keep things simple and boost performance. In consultancy, where everyone is climbing the same ladder, connection becomes a liability as only one person can move up at a time.The irony is that the performance everyone's after lives exactly in the connection they've learned to avoid. That's the space Emanuele keeps moving towards for nearly two decades. Sometimes the barriers are pushed and sometimes they push him. His solution? Love - the deepest form of connection.Emanuele firmly believes that love belongs at work and is a core leadership trait and nothing will inspire people to do and be their best at work like feeling loved.Links to learn more about Emanuele Mazzanti:LinkedInAny thoughts? Share them with us!Support the show✨✨✨If you miss the "workshops work" podcast, join us on Substack, where Myriam builds a Podcast Club with monthly gatherings around old episodes: https://myriamhadnes.substack.com/

In this episode of Run the Numbers, CJ breaks down SpaceX's S-1, unpacking what the filing reveals about Starlink, xAI, X, common control accounting, revenue, losses, CapEx, and Elon Musk's Mars-linked compensation structure.—SPONSORS:RightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartupsSpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex 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/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/run—LINKS: CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 SpaceX S1 breakdown0:50 Elon's Mars colony comp plan2:03 Common control accounting: SpaceX + xAI + X3:04 What SpaceX actually does3:43 How reusable rockets work4:24 Launch cost curve: foundation of everything5:49 Launch services: $8B, 85% of global launches6:44 Starlink: $11.4B, 63% EBITDA margins7:36 xAI and X: burning $1B/month8:22 Sponsors — RightRev | Rillet | EY11:18 Colossus and orbital AI thesis11:41 Revenue, segments and CapEx breakdown14:54 RPO: $28.4B backlog15:18 Starlink subscribers and ARPU decline16:01 Target valuation: $1.5–1.75 trillion16:47 Starlink deep dive18:05 International pricing strategy21:38 The consolidated entity problem22:28 Related party section: nine pages22:32 Sponsors — SpendHound | Brex | Aleph26:15 Valor Equity: $20B in equipment leases27:05 Tesla cross-ownership and Terrafab28:23 R&D: $8.6B, 46% of revenue30:33 Starship: key risk and growth linchpin31:41 Red flag 1: CEO comp tied to Mars colony32:22 Red flag 2: Musk concentration risk32:49 Red flag 3: Cursor option — $10B downside33:36 Red flag 4: X advertising is shrinking34:06 IPO structure and SPCX ticker34:50 30% retail allocation, no lockups35:44 S&P 500 inclusion forces buying within 15 days37:54 Valuation: 60–70x forward revenue38:43 Peer comparison39:44 What you're buying at $1.5T40:53 CFO comp: the only sane plan in the filing41:25 Bitcoin on the balance sheet41:57 Credits

Today's guest is Puneet Kukreja, Partner at EY, Resilient Nation Leader & Head of Cyber. EY Ireland is a leading professional services firm providing assurance, consulting, tax, strategy and transactions services to organisations. EY helps businesses navigate transformation, manage risk and drive long-term value through innovation, technology and industry expertise. Guided by its purpose of “building a better working world”, EY supports clients across sectors including financial services, healthcare, government and technology.Puneet works at the intersection of cyber security, AI trust, operational resilience and critical infrastructure, advising boards, governments and regulated sectors on building resilient systems for an AI-driven world. With global leadership experience across healthcare, financial services and the public sector, Puneet focuses on engineering resilience into critical systems from the outset. He is the creator of the EY Cyber Leaders Index and a recognised thought leader on cyber resilience, AI governance and digital trust.In the episode, Puneet talks about:0:00 Why compounding global challenges demand confident, future-focused action2:46 As AI drives unprecedented change, organizations should adapt confidently4:00 Resilience must be engineered into core infrastructure investment6:12 How resilience must evolve beyond plans to real-world testing9:34 Why boards need crisis training and define minimum viable operations13:37 The need to focus on disruption, data risk, hygiene and preparedness16:18 How Mythos exposes technical debt, demanding urgent zero-day readiness

May 21, 2026: Today might be the most consequential single day for the future of work in all of 2026. In a two-hour window yesterday afternoon, OpenAI's AI autonomously solved an 80-year-old math problem, Anthropic announced its first-ever profitable quarter at $10.9 billion in revenue, SpaceX filed a $1.75 trillion IPO, and every major tech CEO was summoned to Washington for an AI executive order signing. We break down what all of it means for leaders and workers. Then: Microsoft and EY just committed $1 billion to deploy AI inside every major enterprise on the planet — finance, tax, HR, supply chain, healthcare. This is the ERP moment for AI, and it's happening now. And finally: California's Governor signed the first executive order by any U.S. governor aimed at protecting workers from AI displacement. We look hard at what it actually does and what it doesn't.

In this episode of Run the Numbers, CJ sits down with ParkerGale Operating Partner Paul Stansik to break down five ways CFOs can help build a better sales engine: making the budget mean something, improving forecasting, sharpening metrics, getting involved in key RevOps moments, and building real trust with sales.—SPONSORS:Aleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartupsSpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex 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/metrics—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/paulstansik/Company: https://www.parkergale.com/Hello Operator: https://hellooperator.substack.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Is a weekly martini ARR? | with Dave Kellogghttps://youtu.be/Yb1lUQLJ6qw—TIMESTAMPS:All verified. Here are the timestamps:0:00 Preview and intro2:27 Parker Gale and Paul's role3:52 Topic: how CFOs build a better sales engine6:21 1: Make the budget mean something8:11 Budget segmentation and cleaving the business10:54 Sponsors — Aleph | RightRev | Rillet14:08 2: Help emphasize forecasting17:23 Forecasting as non-threatening co-construction19:37 Sponsors — EY | SpendHound | Brex23:06 3: Lend a hand with data and metrics25:32 Walking sales through NDR levers27:16 Metrics tied to exit readiness28:00 4: Get involved in a few RevOps spots29:04 Pricing, proposals, and quoting31:22 Kill your SKUs32:51 Selling with certainty: quote formatting34:26 CFO letter for enterprise deals37:37 5: Build a great relationship with sales37:59 You can't fix a secret39:23 EQ over IQ for finance leaders40:41 Recap: all five tips42:11 Credits#RunTheNumbersPodcast #CFO #SalesStrategy #FinanceLeadership #RevenueOperations