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What if the future of industry isn't giant factories, but molecular machines too small to see? DNA factories could repair bodies, grow habitats, and transform civilization.Get Nebula using my link for 50% off an annual subscription: https://go.nebula.tv/isaacarthurWatch my exclusive video Colonizing Ocean Worlds: https://nebula.tv/videos/isaacarthur-colonizing-ocean-worlds-subaquatic-settlementsCheck out Gods & Monsters: https://nebula.tv/curiousarchive/gods-and-monsters?ref=isaacarthur
What if the future of industry isn't giant factories, but molecular machines too small to see? DNA factories could repair bodies, grow habitats, and transform civilization.Get Nebula using my link for 50% off an annual subscription: https://go.nebula.tv/isaacarthurWatch my exclusive video Colonizing Ocean Worlds: https://nebula.tv/videos/isaacarthur-colonizing-ocean-worlds-subaquatic-settlementsCheck out Gods & Monsters: https://nebula.tv/curiousarchive/gods-and-monsters?ref=isaacarthur
The guys talk about the VW product portfolio and potential model deletions, staff reductions and production capacity cuts. Heard of the Denza Z? It's the BYD electric supercar designed to compete with the 911. #cardebate 1- Taylor in Boston is a new dad who needs a second car, but it needs to have a hint of specialness. #cardebate 2- Cole in TX realizes he bought the wrong car - what he really wants is something smaller and lightweight. #cardebate 3- William in Canada wonders what car pairs best alongside a 2010 diesel Mercedes wagon? #carconclusion 1- The old people from DE (Bill and Alice) bought an enthusiast car! #carconclusion 2 - From EP 1038, Joseph's wife now fights him for seat time in fun cars. Look for us on Tuesdays if you'd like to watch us debate, disagree and then go drive again! 00:00 - Intro 2:26 - VW Group Cutting Model Lineup, Factories, And Jobs! #vw #vwchaos 9:57 - The BYD Denza Z - A 911 Killer? #byd #denza 18:10 - Car Debate #1: New Dad Needs A Hint Of Specialness #dadcar 37:30 - Car Debate #2: Lexus Buyer's Remorse #lexus 57:23 - Car Debate #3: What Pairs Well With A Diesel Benz? #mercedes #estate 1:10:56 - Car Conclusion #1: The Old People Bought An Enthusiast Car! #enthusiastcar 1:13:35 - Car Conclusion #2: Fight For The #funcar 1:16:00 - Did You See This? The Long Walk. #thelongwalk Thanks for taking the time to watch, and remember to support our sponsors Griot's Garage, Vredestein Tires, FCP Euro, Powerstop Brakes and Autotempest.com #griotsgarage #vredestein #fcpeuro #powerstopbrakes #autotempest Rate and review us on Apple Podcasts, and subscribe to our two YouTube channels. Write to us your Topic Tuesdays, Car Conclusions and those great Car Debates at everydaydrivertv@gmail.com or everydaydriver.com Instagram.com/everydaydriver Facebook.com/everydaydriver Audio-only MP3 is available on Spotify, Apple Podcasts and 10 other platforms. Learn more about your ad choices. Visit megaphone.fm/adchoices
Allen covers Energy Capital Partners buying TPI’s blade factories, GE Vernova’s $1.7 billion rescue of LM Wind Power, offshore wind cutting oil burn during a heat wave, Scotland’s Caledonia approval, and 19 states suing the Pentagon over stalled wind reviews. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Good Monday everyone. A few months ago, we told you about a Houston bankruptcy court carving up TPI Composites. Well, that story just got a whole lot bigger. On July sixth, TPI walked out of Chapter Eleven. Zero debt. New owners. A private equity firm called Energy Capital Partners picked up TPI’s blade factories in Iowa and Juarez, Mexico for about twenty million dollars. Twenty million, against more than a billion dollars in liabilities. ECP did not stumble into wind blades. They bought Calpine back in twenty eighteen, inherited seventy-seven power plants, and became GE’s biggest private gas turbine customer in the Western Hemisphere. That relationship, forged in gas turbine halls, is what brought them to composite factories. GE Vernova signed a five-year supply deal requiring it to send blade orders to ECP’s factories. GE is ECP’s partner, its customer, and was even the backup buyer if the deal fell through. So TPI lives on, leaner, debt-free, with locked-in demand from one of the biggest turbine makers on earth. But now, the other side of that coin. While ECP picked up two blade factories for twenty million dollars, GE Vernova recently pumped one-point-seven billion dollars into its own blade company, LM Wind Power. LM’s equity had fallen to negative 575 million euros. Revenue dropped ninety-six percent in one year, from 2.1 billion Danish kroner down to just ninety-three million. The Danish workforce, cut to about twenty-five people. LM Wind Power has lost money every single year since GE bought it in twenty seventeen. Nine straight years of red ink. So think about that. Two American blade factories now serve GE Vernova’s onshore business. One in Grand Forks, North Dakota, owned by GE, inside a division losing four hundred million dollars a year. The other in Newton, Iowa, owned by ECP, zero debt, five-year supply deal. The independent contract blade business that TPI Composites built is gone. Vestas took the India and Mexico plants in-house. GE’s supply is locked to ECP. The OEMs and their financial partners now own the factories directly. And that is a new era for wind manufacturing. Now, let us talk about what those blades are doing once they are spinning. Earlier this month, a brutal heat wave hit the eastern United States. Air conditioners running full blast. Grid operators scrambling to keep up. And off the coast of New England, two offshore wind farms stepped up. Vineyard Wind, eight hundred and six megawatts off Massachusetts. Revolution Wind, seven hundred and four megawatts near Rhode Island. Together they pushed hundreds of megawatts into the grid right when people needed it most. And here is the number that matters. Oil-fired power plants met about ten percent of peak demand on July second this year. Last summer, at the height of a similar heat wave, oil plants covered nearly fifteen percent. That is more than a gigawatt less oil burned. The projects that survived lawsuits, survived construction shutdowns, survived lease freezes, are now keeping the lights on in New England. Across the Atlantic, Scotland just approved two massive offshore wind farms. The Caledonia North and South projects in the Moray Firth, up to one hundred and forty turbines spread across one hundred and sixty-five square miles. Enough power for two million homes. Ocean Wind is leading the development with a commitment of about 1.7 billion pounds. And here is what makes this project different. Caledonia South will mix fixed-bottom and floating turbines, up to thirty-nine floaters. That blend of proven and next-generation technology on a single project is something to watch. Back in the United States, nineteen state attorneys general are suing the Department of Defense. The reason, wind project reviews. Federal law says any wind turbine taller than two hundred feet must go through a Defense Department check, to make sure it does not interfere with military radar or flight paths. Last August, the Pentagon stopped reviewing those projects. No explanation. No timeline for starting again. Maryland Attorney General Anthony Brown is leading the coalition, joined by attorneys general from eighteen other states including California, New York, and New Jersey. They want a court to force the Defense Department to start doing its job again. And finally, a story from the sea floor. Down in southern New England, lobster populations have been falling for decades. Back in nineteen ninety-eight, there were about fifty million lobsters in those waters. By twenty twenty-two, fewer than ten million. But something else is moving in. Jonah crabs. Fishermen used to throw them back. Now they are hauling them in by the thousands, selling them as a cheaper option to lobster. And researchers at the University of Rhode Island are finding that offshore wind foundations are acting like artificial reefs. Algae grows first, then barnacles and mussels, then fish and crabs follow. The question scientists are working to answer is whether these structures create new marine life, or just pull it in from the surrounding ocean. Either way, the turbines are not just making electricity. They are making habitat. Now, here is what to watch. This Wednesday, July twenty-second, GE Vernova reports second quarter earnings. And the numbers we just talked about will be in the room. One-point-seven billion dollars pumped into LM Wind Power, a blade company that has lost money nine years straight. Twenty million dollars to let ECP walk away with two factories and a five-year supply deal. GE Vernova is guiding for four hundred million dollars in wind segment losses this year. Meanwhile, its Power and Electrification divisions are printing money, nearly five billion dollars in free cash flow last quarter alone. So the question on that earnings call is simple. If you are spending eighty times more to keep your in-house blade maker alive than a private equity firm paid to buy your contract supplier, how long do you keep doing both? Watch for what GE Vernova says about LM Wind Power’s future, about North American onshore blade strategy, and about whether that 1.7 billion dollar injection was a rescue, or a goodbye. The answer could reshape who makes blades in this industry for the next decade. And that is the state of the wind industry for the 19th of July, twenty twenty-six. Join us for the Uptime Wind Energy Podcast tomorrow.
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Is the AI industry actually overbuilding, or is the physical world moving too slowly to keep up? In this episode of the MAD Podcast, OpenAI's Head of Industrial Compute, Sachin Katti, takes us inside the "belly of the beast" of what may be the largest infrastructure project in human history. We explore the staggering physical reality of the AI boom—from $50 billion supercomputers and liquid-cooled data centers that "turn electrons into tokens," to overhauling the U.S. power grid and exploring nuclear energy. Sachin also pulls back the curtain on OpenAI's Stargate strategy, their move into custom silicon with Project Jalapeno, and the mind-bending reality that AI is now beginning to design the very chips that will power its own future.(00:00) — Cold open: “One of the largest things humanity has ever built”(00:30) — Welcome: Sachin Katti, Head of Industrial Compute at OpenAI(01:44) — Is this the biggest infrastructure buildout in history?(03:41) — Why OpenAI is building a new industrial muscle(04:54) — What an AI data center actually is(05:27) — “Factories turning electrons into tokens”(06:35) — Why AI data centers need liquid cooling everywhere(08:10) — The power problem: grids, generation, transmission, substations(10:43) — Behind-the-meter power and gas turbines(11:02) — Why nuclear “can't come soon enough”(11:49) — Jalapeño: why OpenAI is designing its own AI chips(13:19) — Tokens per watt: the new metric that matters(13:38) — Why inference may now dominate AI compute(14:58) — Is OpenAI overbuilding compute?(16:47) — Why OpenAI thinks the bigger risk is not building fast enough(17:55) — Communities, jobs, water, and the local data-center debate(21:16) — How OpenAI chooses data-center sites(22:25) — What “industrial compute” means inside OpenAI(25:59) — Sachin's path: Stanford, startups, Intel, OpenAI(28:05) — OpenAI's compute portfolio: Microsoft, hyperscalers, neoclouds(29:37) — Stargate explained(31:21) — Abilene, Oracle, and the next wave of AI data centers(32:48) — How massive AI compute gets financed(34:05) — How OpenAI designed Jalapeño so quickly(35:59) — AI is starting to help design AI chips(36:20) — MRC: the networking problem behind 100,000 GPUs(38:47) — Bottlenecks: transformers, turbines, electricians, supply chains(40:29) — Guaranteed capacity: intelligence as a supply unit(42:08) — Will AI data centers move to space?
In today's FittBite, we look at what really affects the cost of a hoodie when different factories quote the same design. This FittBite explains how GSM, fabric type, fit, construction method, logo application, trims, production support, and factory assumptions can all change the final unit price.Tune in to learn why the cheapest quote is not always the best deal, and how to compare pricing more accurately before choosing a factory.Book a 1 on 1 with our host, Shadi for personalized advice on how to create and grow your fashion business: https://www.fittdesign.com/services/consultationDesign your own collection with our instantly downloadable factory ready tech pack templates: FittDesign Tech Pack TemplatesFollow our host on instagram:https://www.instagram.com/shadiadada/https://www.instagram.com/fittdesign/Got any other questions, email us for an instant response at:studio@fittdesign.comSubscribe to our weekly fashion design podcast (New episodes every Thursday at 4pm CST): https://podcasts.apple.com/gb/podcast/the-fittdesign-podcast/id1454410683Visit our website:https://www.fittdesign.com/Follow us on:https://www.linkedin.com/company/fittdesign/https://www.facebook.com/fittdesignhttps://www.pinterest.com/fittdesign/https://www.behance.net/fittdesign...
Humanoid robots taking on factory jobs seemed like a sci-fi concept, but more businesses have made that concept a reality. These robots are powered by AI to make decisions, and Tesla's San Francisco production line is utilising more of them. Sam Dickie from Fisher Funds explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Kia ora. Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news the new US Fed boss says price risks have come down in recent weeks, and repeated his determination to bring inflation back to the 2% target. Interestingly, US benchmark interest rates rose after these comments which tells you something about how they feel about the prospects for lower Fed Funds rates and inflation control. Meanwhile, US mortgage applications were little-changed last week and the 30 year benchmark mortgage rate changed little too. Refi activity was softer. The June job cut data for the US came in at about half the level of May and much less than expected, although layoffs due top AI remained the top reason. Meanwhile, the ADP monthly jobs report came in softer than expected, even if it is still expanding. A rise of +113,000 was expected after the prior month's +124,000. But this marker came in at +98,000. We will get the US non-farm payrolls change data tomorrow and markets expect it to rise +110,000, and down from May's +172,000. Meanwhile the widely-watched ISM factory PMI came in little-changed and moderately positive for June. New orders grew but slower; new export orders fell. Input prices rose again but at a slower pace. Most of this report was quite similar to yesterday's S&P Global US factory PMI. There was another fall last week in US crude inventories although the least in six week, even as the reduction has now cumulated to ten consecutive seeks. US strategic crude reserves are now as low as they had in 1983. Petrol inventories fell as well last week. American petrol prices remain a+28 higher than before the start of the Gulf War. In its aggressive trade relations, the US has told Canada and Mexico it will not renew the existing USMCA trade pact, one Trump himself negotiated and claimed was one of the 'best deals ever'. In fact the US ended up a net loser. Last year, the US had a -US$46 bln trade deficit in goods with Canada and a -US$197 bln deficit with Mexico. Of course the US has trade surpluses in services with both which they ignore. The existing USMCA will run another six years if it isn't eventually renewed, Factories the world over are expanding, although more than others in some places. The global factory PMI is a positive 53. In Australia it is lagging at 51.5. In New Zealand our last BNZ-BusinessNZ factory PMI came in at 49.9. Locally we are not participating in this global expansion. In China, their manufacturing conditions as measured by the S&P Global/RatingDog factory PMI improved further in June, completing their strongest quarter since 2020. This result was better than the official version but not quite as good as many analysts had expected. Input price inflation slowed to a five-month low while employment rose at its quickest rate since August 2023. Japan's Tankan industrial sentiment indexes have reached their highest level since 2018 in June. They came in at a level that was better than expected for large manufacturers, but a bit more modestly improved for service sector companies. South Korea is becoming Taiwanese, at least as regards its export prowess. Korean exports were up +71% in May from a year ago, to a record US$102 bln for the month. (For reference Taiwan exported US$78.5 bln in May, up +52% from a year ago.) However, their June factory PMI shows their softest rise in new orders in 2026 so far which limited production growth. And price and supply pressures remained pronounced. In Australia, their May building consent data shows that the number of dwelling approved were +5.3% higher than year-ago levels. But they fell -1.1% from April. Private sector house consents rose +2.8%, to the highest level since September 2021. This is the fourth consecutive month with over 10,000 private sector houses approved. This are quite soft for multi-unit dwellings however. And their June real estate market shows more signs of topping out. The Cotality home value index – covering all of Australia – fell -0.4% in June, following a -0.3% decline in May and a -0.1% dip in April. Annual growth slowed to +7.3%. The quarterly decline is the most significant since the 2022-23 price correction. Corrections in Sydney and Melbourne are becoming more pronounced, led by material declines in 'top tier' segments with turnover also down sharply. Momentum is slowing elsewhere but price and turnover growth are still mostly positive. The UST 10yr yield is now just on 4.48%, up another +5 bps from this time yesterday. The price of gold has risen to US$4070/oz, up a net +US$44/oz from yesterday. Silver is now under US$60/oz, up +50 USc from a day ago. Oil prices are down another -US$1.50 from yesterday at just over US$68/bbl in the US, while the international Brent price is down to US$71.50/bbl. Hormuz transits have stayed at their lower level after the recent volatility & uncertainties with just 16 crude or product tankers exiting over the past 24 hours (3 dark with transponders off) and 26 entering for new loads (4 dark). Most exiting vessels are still headed to China. The Kiwi dollar is unchanged from this time yesterday at just under 56.8 USc. Against the Aussie we are up +20 bps at 82.3 AUc. Against the euro we are up +20 bps at just on 49.9 euro cents. That all means our TWI-5 starts today at just on 60.7 which is up another +10 bps from this time yesterday. The bitcoin price starts today at US$60,115 and up +3.1% from this time yesterday and recovering most of yesterday's fall. Volatility over the past 24 hours has again been moderate at just under +/- 2.0%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI
As AI systems scale, the infrastructure challenge is no longer just about chips, models, and software performance. It is increasingly about the physical systems that allow computation to happen at all: power delivery, cooling, water access, and the speed at which new capacity can be brought online. Power conversion is becoming a much more important design question. As racks move from conventional power densities toward megawatt-scale configurations, every inefficiency in the electrical pathway becomes more consequential. For stakeholders across the energy sector, that makes AI infrastructure more than just a datacenter story. It is also a story about grid constraints, industrial load growth, thermal management, and how developers can design facilities that are efficient enough, flexible enough, and resilient enough to operate at the scale AI now demands.Host Sylvia Leyva Martinez is joined by Nick Wright, Vertical Solutions Manager at Siemens. Their conversation explores why the growth of the AI factory is pushing operators to rethink traditional electrical architecture, especially the number of conversion steps required to move power from the grid to the chip. Nick explains why conventional AC-heavy setups are under pressure as compute loads become denser, more dynamic, and more power-intensive, and why more direct AC-to-DC pathways are drawing increased attention. The episode also examines what that shift means in practice: less energy lost in conversion, less excess heat to manage, different implications for cooling design, and a growing role for higher-voltage DC systems, digital twins, monitoring technologies, and new protection equipment. Along the way, the discussion widens beyond the building itself to consider how AI facilities may evolve into more grid-aware assets, capable of interacting more intelligently with the broader energy system rather than functioning simply as passive loads.For developers, IPPs, utilities, financiers, and infrastructure planners, the episode offers a clear signal that power architecture is becoming a strategic decision much earlier in the project lifecycle. One of the key takeaways is that this is not a simple story of DC replacing AC. The more relevant point is that as racks scale, reducing unnecessary conversion steps can improve efficiency and system performance in ways that matter economically at very large scale. But the conversation also makes clear that conversion efficiency is only one part of a much broader infrastructure equation. Access to reliable power, water availability, cooling strategy, workforce readiness, supply chain bottlenecks, equipment lead times, and safety considerations all shape whether a new AI facility can be delivered on time and scaled over the long term. The players most likely to succeed will be the ones that stop treating power as a late-stage procurement issue and instead plan holistically across energy, compute, operations, and grid interaction from the beginning.This episode is brought to you by twentytwo & brand -- a marketing and PR agency built specifically for energy leaders.Lots of agencies say they work with energy companies, twentytwo & brand was built for them. They've partnered with more than 120 companies driving the energy transition — from growth-stage startups to globally recognized industry leaders. Media relations, brand design, video, paid advertising, and community engagement — they cover it all under one roof. No onboarding lag, no industry crash course -- they speak your language on day one.If you're ready to sharpen your story and supercharge your marketing, find them at twentytwoandbrand.com/woodmac.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Trump promised a manufacturing boom, but the truth thus far has been arguably much messier (at least across the CPG industry). On the one hand, CPG giants like Mars, Chobani, and Coca-Cola announced they'd spend billions on new manufacturing facilities. Although with interest rates staying relatively higher…and construction costs skyrocketing, we've seen a strategic rebalancing. And yes, Tyson Foods, General Mills, and other massive CPG companies are selling factories just to stay lean…but the larger strategic narrative can be defined as "making more with less." So, what's going on? The expected CPG manufacturing boom has been stealthy…with companies not necessarily building bigger but retrofitting existing factories to be smarter. And within a sector that relies heavily on immigrant workers, automation and high-tech robotics are critical to replace the labor they can't find. Output is rising, and efficiency is increasing…yet manufacturing jobs are slightly dipping. This is a complicated story, but likely only the beginning of a new industrial era.
Everyone who goes to work should have the right to go home after work. This is a sentiment that wasn't necessarily formally recognised until the 1970's here in the UK. Health & Safety often gets mocked for overly cautious or seemingly onerous tasks to meet certain regulations and Standards today, however these are in place for a reason. They save lives, plain and simple. In this episode, Ian Battersby makes the case for Health & Safety regulations, including why they were introduced, events that sparked the conversation for workplace safety and the impact regulations have had since their introduction. You'll learn · The decline in ISO 45001 adoption · The Health and Safety at Work Act · How much difference has this Act made since its introduction? · How do the US and UK differ in their approach to safety regulations? · What events led to the creation of safety regulations in the UK? · Addressing broader health and safety risks – illness and long-term damage as a result of work · How to make health & safety manageable Resources · HSE · ISO 45001 Support · Isologyhub In this episode, we talk about: [02:05] Episode Summary – Ian Battersby makes the case for modern Health & Safety regulations, sharing why they were introduced, how they've impacted workplace safety statistics and how you can make health & safety more manageable. [03:30] The decline in ISO 45001 adoption – From our standpoint as consultants, there has been less adoption of ISO 45001 when compared to other Standard such as ISO 9001 or ISO 27001. In years previous, it was a common Standard to implement either with or straight after ISO 9001. There are a number of reasons for this, including: · The appetite for ISO 45001 has reduced in favour of newer Standards · Supply chains not proposing it as a requirement · Our particular client base feel they are low risk in their respective industries To be fair, health and safety does get a bad reputation for being overbearing. It's been subject to many attacks from various media and lobbying groups, however, it's necessary to ensure we all stay safe at work. Let's look at some history… [05:00] The Health & Safety At Work Act: This act received Royal Assent in the UK on 31 July 1974, and came into force on 1 April 1975. To an extent it replaced and improved upon previous laws covering separate industries and activities: Factories, Mines & Quarries, Agriculture, etc It was enacted in response to a recognition that, although conditions for workers had improved over the century, there was still completely unnecessary harm being caused to many in the country's workforce. This is also the point when the Health and Safety Executive was formally established to enforce the law. It also provides a wealth of guidance to businesses, so we highly recommend checking out their website. They also have the legal duty to collect consolidated data on workplace injuries for the UK, and have provided an annual report since it's inception in 1975. [07:45] How much difference has this Act made since its introduction? In the year to 31/03/1975 when consolidated data was first recorded there were 651 deaths at work. The equates to more than 2.5 deaths in a single year per 100,000 workers. Comparatively, in 2024/25 124 people died in work, and while that's 124 too many, it's a big improvement. The rate per 100,000 workers is now 0.37, and you have to bear in mind that the workforce has grown, but overall that's a reduction of over 85%. [09:10] How do the US and UK differ in their approach to safety regulations? The Occupational Safety and Health Administration (OSHA) serves similar purpose in USA as HSE, but they have important differences in approach and independence. The HSE is independent of government to an extent and has no ministerial control, whereas OSHA sits within the Dept of Labor. It can also be argued that the OSHA approach is prescriptive in setting rules whereas HSE follows the more outcome-based principles of HASAWA: to reduce risk "so far as is reasonably practicable", which some argue is more sophisticated and produces better results. OSHA has also seen its powers to intervene, investigate and enforce curtailed at times due to certain political interests. Looking at the numbers, the US Bureau of Labor Statistics published fatality rates for 2024: Census of Fatal Occupational Injuries: There were 5,070 fatal work injuries recorded in the United States in 2024, down 4.0% from 5,283 in 2023. The fatal work injury rate was 3.3 fatalities per 100,000 full-time equivalent workers in 2024, a decrease from 3.5 in 2023. That rate is notably higher than Great Britain's — 3.3 per 100,000 versus 0.37 — though the two figures aren't directly comparable. The BLS uses full-time equivalent workers as the denominator and covers a broader range of incident types, while the HSE's RIDDOR series uses a headcount of all workers and has specific exclusions (road traffic accidents, air and sea travel, etc.). The methodological differences mean a like-for-like comparison requires some care. [13:35] What events led to the creation of safety regulations in the UK? In the days of Victorian Britain, it's difficult to view the common working man, woman AND child as anything other than a commodity. Thousands died every year in industrial accidents during this era, and large-scale accidents in many industries weren't uncommon. Mining was particularly tragic, a few events include: · The Oaks Colliery explosion of 1866 killed around 360 men and boys. · Hartley Colliery in 1862 trapped and killed 204 miners when the single shaft collapsed (but individual deaths from falls, gas explosions, and equipment failures happened constantly and attracted no particular attention) · The Abercarn Colliery explosion in Monmouthshire (1878) killed 268 men. · The Albion Colliery explosion at Cilfynydd in Wales (1894) killed 290. These were not exceptional events, they were part of a continuous toll. In the 1860s alone, over 1,000 miners died annually in Britain. Textile mills, ironworks, shipyards, and construction sites all had very high casualty rates. Factory machinery had no guards. Children routinely worked in spaces too small for adults, climbing inside machinery to clean it while it was still running, or crawling under looms. Mill workers lost fingers, hands, and arms with regularity. The end of the Victorian era saw attempts at regulation, but without true enforcement. The Factories Act didn't appear until 1933 and it was bitterly opposed by many owners of mines and mills. Modern regulations exist today to prevent the tragedies of the past from happening again, they were hard fought for by workers and lobbyists, and in some ways we're still fighting to include the broader impacts work can have on an individual. [16:45] Addressing broader health and safety risks – This is in relation to harm accumulated over a lifetime of work with long-term and often fatal consequences. The suffering caused to workers exposed to hazardous conditions is immeasurable. For example, let's look at asbestos. The dangers of working with asbestos were recognised remarkably early, as far back as 1890s in France, and Asbestosis was formally recognised in 1930. This led to regulation in 1931, but only applying to the asbestos textile industry, excluding all the industries where its use was widespread such as construction, shipbuilding, anyone working in insulation etc Worse still, it wasn't even enforced! Then take mesothelioma, the distinctive and almost invariably fatal cancer of the lining of the lungs and abdomen. The connection between asbestos and mesothelioma was established in SA in 1960 when mining blue asbestos. Further research in the UK firmly established the link in the 60s. From the mid-60s, headlines were being made nationally when shipyard workers from the war era stared dying in large numbers. Unions began lobbying for protections and media coverage continued for years as cases multiplied across several areas and industries. Nevertheless, its manufacture and use continued. The Asbestos (Licensing) Regulations 1983 introduced licensing for the most hazardous asbestos removal work. Blue asbestos (crocidolite) was banned in 1985, followed by brown asbestos (amosite) in 1986, though white asbestos (chrysotile) remained legal until 1999. In the interim and since then thousands of people died and multiple legal cases have ensued. 2218 people died of mesothelioma alone in 2023. Altogether it's estimated that workplace-related lung disease and cancers kill as many 13000 per year in the UK. Several thousand more are known to die of non-lung-related occupational diseases each year, but these aren't recorded as workplace deaths on certificates, so these people aren't included in HSE annual reporting. It doesn't stop at deaths either, there is an argument for the detriment that certain work can have on quality of life. Incidents and conditions such as: · accidents causing amputation and fracture · eye conditions from welding and other light sources · Deafness and hearing difficulties · HAVS, vibration white finger · Skin conditions from exposure · Musculoskeletal in low risk environments None of these are terminal and so often go unreported. [23:25] How to make Health & Safety manageable – Some consider modern health and safety regulations to be over the top, but overarching law in the UK has the principle 'As Far As Is Reasonably Practicable'. One common area is in risk assessment, The Management of Health and Safety at Work Regulations states: "Every employer shall make a suitable and sufficient assessment of— (a) the risks to the health and safety Where the employer employs five or more employees, they shall record— (a) the significant findings of the assessment" The keyword being 'significant' there. If you work in lower risk industries, you aren't being forced to make unnecessary risk assessments, only when significant risks are present do you need to complete a risk assessment. For more guidance, check out the HSE guidance on office-based risk assessments. [25:55] Ian poses a question: Can you seriously say that the drop in deaths and injuries suffered by the common worker would have dropped at the rate it has without regulatory intervention? Can all employers (or other vested interests) be trusted to do the right thing through good will and voluntary mechanisms alone? If you'd like any assistance with your ISO 45001 Implementation or need any additional ISO Support, contact us, we'd be happy to help. We'd love to hear your views and comments about the ISO Show, here's how: ● Share the ISO Show on Twitter or Linkedin ● Leave an honest review on iTunes or Soundcloud. Your ratings and reviews really help and we read each one. Subscribe to keep up-to-date with our latest episodes: Stitcher | Spotify | YouTube |iTunes | Soundcloud | Mailing List
There are lots of advantages to sourcing a product from an overseas factory—but how do you know the working conditions are fair and environmentally responsible?Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and listener Q&A several days each week.Show notes: SideHustleSchool.comEmail: team@sidehustleschool.comBe on the show: SideHustleSchool.com/questionsConnect on Instagram: @193countriesVisit Chris's main site: ChrisGuillebeau.comRead A Year of Mental Health: yearofmentalhealth.comIf you're enjoying the show, please pass it along! It's free and has been published every single day since January 1, 2017. We're also very grateful for your five-star ratings—it shows that people are listening and looking forward to new episodes.
This week's episode is the full recording of a panel discussion titled “Neo Cloud & AI Factories,” held at the DataCentre Live London Summit on May 21, 2026.Speakers include:Lewis Cobb – Global Director – Modular AI Factories & Data Centres, DurataChristian Goldsmith – Data Center Global Solutions Lead, ArcadisAndrew Harrison – Director of Master Planning, nLightenBlaine Daws – Solutions Director, WNTDFalk Weinreich – CEO, Portus Data CentersMadeline Sherratt – Data Centre Reporter, NPM Europe (m)In this panel, industry leaders unpack how surging AI demand is reshaping infrastructure design, investment, and deployment strategies—while exposing major constraints around power, talent, and delivery timelines. From sovereignty-driven localization to the realities of scaling AI workloads, this conversation explores what's really driving—and limiting—Europe's digital future.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
In this episode of the PFC Podcast, Dennis sits down with David Plaster — former U.S. Army combat nurse, medic, and 68 Delta who has lived and worked in Ukraine since 2012, long before the full-scale invasion. David pulls back the curtain on one of the most remarkable stories in modern tactical medicine: how Ukraine built resilient, dispersed, underground manufacturing networks for hemostatic gauze and tourniquets when conventional supply chains collapsed or became targets.From the very first improvised IFACs in 2014 (duct-tape chest seals and all) to scaling production of Krovin Goss / Hemostat gauze at roughly $1 per meter and developing a functional “cat-style” tourniquet that Ukrainian and U.S. SOF tested and trusted, David shares the real mechanics of wartime medical logistics. He explains pre-planned basement factories, compartmentalized production across multiple hidden sites, the shift from volunteers to paid war widows and veterans' families, rigorous quality control, and the constant fight against opportunists, “carpet baggers,” and adversarial intelligence collection.This is far more than a war story — it's a masterclass in austere medical manufacturing, supply-chain resilience, and why training and knowledge will always outperform gear alone.Key Takeaways:Pre-war planning and deep personal networks (built years earlier) are the real force multipliers when supply chains get bombed or corrupted.Highly motivated local workforces — especially people with direct skin in the game (war widows, veterans' families) — can deliver exceptional quality and output even in dispersed, low-tech underground conditions.Dramatic cost advantages ($1/m hemostatic gauze vs. $10+ imported) free up resources to buy more of everything else and keep production sustainable.Dispersed, multi-site manufacturing with compartmentalized components dramatically increases survivability and operational security.Functional analogs that are properly tested (double-blind SOF trials included) can serve as effective bridges when premium Western gear is unavailable or too expensive.The biggest failure point in tactical medicine is almost never the gear — it's implementation and mastery of the basics by everyone, not just medics. Tourniquet application, conversion/repositioning, and preventive medicine thinking belong at the squad-leader level.Medics must operate as advisors and educators. Command emphasis on these skills across the force (not just in the aid bag) is what actually moves the needle on survival.Chapters:00:00 – Introduction & David Plaster's Background (U.S. Army combat nurse in Ukraine since 2012)02:30 – Early Days: 2014 Improvisation, First IFACs, and the Complete Absence of Western TCCC06:00 – The Krovin Goss / Hemostat Gauze Story: Chemistry, Corruption, and the Pivot Underground11:30 – Going Underground: Pre-Planned Basements, Plan B/C/D, and Dispersed Manufacturing Strategy16:00 – Why the Tourniquet Project Started: Fake Chinese Gear, Expensive CATs, and Local Demand23:30 – The Manufacturing Model: Volunteers to Paid Staff, War-Affected Workers, and Quality Control27:00 – Security Realities: Protecting Sites from “Carpet Baggers,” Visitors, and Adversarial Interest30:00 – Bigger Lessons: Training Failures, ASM/Tourniquet Conversion Changes, and Why Knowledge > Gear36:00 – Preventive Medicine Mindset, Medics as Advisors, and Building Systems That Actually WorkFor more content, go to www.prolongedfieldcare.orgConsider supporting us: patreon.com/ProlongedFieldCareCollective or www.lobocoffeeco.com/product-page/prolonged-field-care
“AI is often framed as a software revolution. But the real constraint isn't software. It is whether we can power and cool it at scale". In this episode of the AI at Scale Podcast, Chris Sharp, Chief Technology Officer at Digital Realty, and Steven Carlini, Thought Leadership Leader at Schneider Electric, explain a fascinating shift in the data center industry. AI is not only about AI models or chips. As data centers are becoming AI factories success depends on physical systems that must keep up. There is a clear message on planning: decision makers need to design for what is coming, not what exists today. Building only for current demand will not hold up. For C-level executives, this is a practical view of where AI can slow down and what needs attention now. In this episode, you will learn: ✔ why power and cooling must be designed as one system to support AI innovation ✔ how rising power density is changing data center design ✔ what token economics means for cost, value, and ROI ✔ why planning ahead is critical to avoid future limits ✔ how infrastructure decisions affect AI performance and growth
Bahner, Eva www.deutschlandfunk.de, Wirtschaft am Mittag
On today's After Show, we talk about companies that are opening factories in the Dominican Republic. Will this trend continue? The Cigar Authority is a member of the United Podcast Network and is recorded live in front of a studio audience at Studio 21 Podcast Cafe upstairs at Two Guys Cigars in Salem, NH
Every now and then, I like to hop into the wayback machine and share a fresh listen to conversations that influenced our current times. The one you are going to register to today was recorded live in 2014 from DIEM, Design Intersects Everything Made symposium presented by the West Hollywood Design District featuring Frances Anderton, then with KCRW ad Jeff Denby, co-founder and then with Pact. A clothing brand you will be hearing more about. The following conversation was focused on values based capitalism, an economic model with which places value on profit generation that also generates positive social impact. Designer Resources Pacific Sales Kitchen and Home. Where excellence meets expertise. TimberTech – Real wood beauty without the upkeep Shelter Republic – Request your membership invitation As you listen to this chat between Frances and Jeff, you might notice the “feel-good” vibes and high ideals that come from a focus on values based consumerism patterns. Buy well-made products that come from sustainably based materials and made by people who are valued to those producing the products and then by those who buy the product. At the time of this recording, this idea was catching on and even now, companies that have a value-system connected directly to products speak openly about the social capital being generated. I would argue we hear far less now because sustainability has been linked politically to DEI, and there is a group of people who see that has more of a social ill, than a societal benefit. I'm not here to change any minds, only share different perspectives. And this is one worth sharing with the hope that it will make a return, not just in fashion or consumer packaged goods, but in the home decor and architectural materials sectors. Consumer Awareness Evolution How Whole Foods and the food industry educated consumers about product origins. Extension of that curiosity to body care and apparel: understanding what goes on the skin and into daily wear. The role of design in making sustainable products attractive and desirable. Philanthropy and Social Impact Early collaborations with nonprofits through limited-edition collections and direct aid. Shift toward improving the lives of workers within the supply chain. Emphasis on economic, environmental, and social impact as part of the business model. Challenges of Domestic Manufacturing Difficulties of reviving large-scale apparel production domestically, including labor costs, fractured supply chains, and compliance issues. Comparison with global supply chains and the decision to work where systems already exist. Insights from attempts at localized production and the challenges of sustainable sourcing. Product Expansion and Market Strategy Focus on apparel basics for the emerging generation of socially conscious consumers. Building a generational brand by appealing to evolving values. Commitment to price accessibility while maintaining sustainability and ethical production. Supply Chain Ethics and Certification Working exclusively with certified factories and farms to ensure fair labor practices. Ensuring worker protections and representation, including female supervisors. Direct engagement with farmers and supply chain partners to secure market access and stability. Sustainability and Waste Management Recycling factory scraps and leftover materials into new products. Finding secondary uses for garment remnants, including mattress filling. Factories incentivized to reduce waste as part of both economic and environmental sustainability. Consumer Education and Transparency Educating customers about the human and environmental story behind clothing. Leveraging social media, coalition branding, and events to communicate supply chain practices. Positioning Pact as a non-toxic apparel brand with safe-for-skin products. Research and Industry Collaboration Participation in textile and sustainability coalitions with like-minded brands. Supporting the growth of organic cotton farming and sustainable supply chains. Promoting transparency in manufacturing practices and educating the public on chemical exposure in conventional apparel. Ethical apparel requires intentional design, transparent supply chains, and collaboration across the industry. Consumers increasingly demand products that are safe, well-designed, and socially responsible. Philanthropy is most effective when integrated into the core business, benefiting both workers and communities. Scaling sustainability in mass-market apparel is challenging but possible with careful planning, partnerships, and public education. Conscious Basics: How Textiles Can Be Ethical, Sustainable, and Stylish In an era when consumers increasingly demand transparency and ethical responsibility, Pact is reshaping the apparel industry by marrying sustainability, social impact, and thoughtful design. Co-founder Jeff Denby spoke with Frances Anderton in 2014 about the philosophy behind the brand, tracing a journey from organic cotton farms in India to certified factories in Turkey, all with the goal of delivering high-quality, accessible clothing that respects both people and the planet. Denby notes that consumer awareness has evolved in stages. Shoppers first became curious about food origins, learning that groceries come from farms, not just shelves. This consciousness extended to body care products, as people began asking what they were putting on their skin. Apparel is the next frontier. “People want to know what they're wearing every day,” Denby explains. “They want products that are beautifully designed, sustainable, and safe, without having to reinvent what underwear or socks should look like.” Early in Pact's history, the company experimented with philanthropic partnerships, designing collections that supported nonprofit causes. These initiatives provided aid to communities abroad, from distributing lanterns in Haiti to rebuilding community centers in Japan. However, Denby realized the brand could make a deeper impact by focusing inward—supporting the lives of the workers who create the products. By investing in stable, ethical supply chains, Pact achieves a triple bottom line: economic, social, and environmental benefits. Reviving large-scale apparel manufacturing in the United States proved impractical for Pact. Labor costs, fractured supply chains, and limited domestic processing infrastructure made it impossible to produce affordable basics at scale. Instead, the brand partnered with existing factories abroad, ensuring they meet strict certifications such as the Global Organic Textile Standard. Denby emphasizes that these certifications guarantee fair labor practices, gender equity, and safe working conditions—factors often overlooked in conventional apparel production. Beyond ethical sourcing, Pact prioritizes product safety and environmental responsibility. Cotton cultivation and traditional textile processing can involve significant pesticide use and harmful chemicals. Pact works with organic cotton farmers and certified dye houses, eliminating heavy metals and carcinogens from their products. Waste management is also integral; leftover yarn and fabrics are recycled into new garments or repurposed for other industries, demonstrating that sustainability extends from field to factory to finished product. Denby envisions Pact as the “basics brand for the change generation,” appealing to consumers who value ethics, transparency, and design. The brand is part of a coalition with other sustainable apparel companies, collaborating to secure fair market access for farmers, grow organic cotton production, and educate the public on the human stories behind clothing. Social media and events provide direct channels to communicate these values, allowing consumers to engage with the brand and understand the people and processes behind the garments they wear. For Pact, the mission goes beyond selling clothing. It is about proving that everyday apparel can be ethical, well-designed, and accessible, while creating meaningful social impact. By integrating philanthropy, sustainability, and consumer education into the business model, Pact is showing that the basics—underwear, socks, and t-shirts—can carry a powerful message: that fashion can be responsible, thoughtful, and inclusive.
WWJ auto analyst John McElroy reports China is worried about more manufacturing moving out of the country so it is pushing automation.
Andhra Pradesh wants to be India's data centre capital. Google, Meta, and Reliance have all been promised space in Vizag. To make it work, the state did something it has never done before — handed Google its own electricity licence, letting it bypass the state grid entirely.The logic is straightforward. The consequences are not. When large consumers leave the grid, electricity gets more expensive for everyone else. Farmers lose subsidies. Factories pay more. Coal plants stay open longer than planned.And somewhere in Vizag, a data centre is being built 120 metres from the city's drinking water reservoir.Host Rachel Varghese and reporter Mrunmayee Kulkarni discuss.Read Mrunmayee's story on the electric grid load here.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he covers today's top stories shaping America and the world. In this episode of The Wright Report, Bryan reports that hopes for an Iran peace deal are fading fast, with the IRGC now threatening to open a new war front in the Red Sea alongside the Houthis and a leaked, expletive-laced phone call between President Trump and Benjamin Netanyahu revealing the worst rift between the two leaders in over a year. Bryan walks through Iran's escalating attacks on commercial ships, the strategic stakes of a potential Red Sea closure for Saudi oil exports, and uses the case of arrested IRGC terrorist Mohammad al-Saadi to argue that Trump's blind spot is trying to negotiate in good faith with religious fanatics who view this as an existential war. He lays out a clear path forward: a televised tactical retreat where Trump turns Europe, Asia, and the Arab states into the foil and puts America First, then pivots to a wave of Democrat judges rolling back Trump policies on the "86-47" assassination phrase, transgender troops, the anti-weaponization fund, the Kennedy Center renaming, and the green card abroad rule. Plus, Bryan closes with genuinely good news: US manufacturing just hit a four-year high under Trump's Triple B bill, General Dynamics is finally restarting 155 artillery shell production in Texas, and the Pentagon's new $1 billion Drone Dominance contest is recruiting backyard tinkerers and former drone racing champions to out-build America's adversaries. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Bryan Dean Wright, The Wright Report, Iran peace talks collapse, IRGC Red Sea threat, Houthis Bab al-Mandab, Saudi oil pipeline, Sariska Five ship attack, Strait of Hormuz blockade, Trump Netanyahu phone call, Israel Lebanon incursion, Hezbollah ceasefire, Mohammad al-Saadi IRGC terrorist, taqiyya Islamist threat, America First Iran exit, Judge Randolph Moss, 86-47 assassination phrase, James Comey, Accountability Now USA, transgender troops ruling, Pentagon trans policy, Judge Leonie Brinkema, anti-weaponization fund, Kennedy Center renaming, Judge Chris Cooper, green card policy reversal, sanctuary cities, Soros DAs, Judge Dugan Milwaukee, US manufacturing four-year high, Triple B bill, General Dynamics 155 shells, Mesquite Texas plant, Marines Madis System, anti-drone Humvee, Stinger missiles, Drone Dominance contest, Pentagon small drones
The global auto industry is splitting into two very different worlds — what legendary auto expert Michael Dunne calls “a tale of two countries.” Dunne, CEO of Dunne Insights LLC, has spent decades at the centre of the industry, including leadership roles as President of General Motors Indonesia and Managing Director of JD Power China. On one side stands the United States, increasingly resembling a modern-day Cuba: a market dominated by oversized, fuel-hungry SUVs aimed at a shrinking audience, while legacy automakers squeeze the last profits from internal combustion engines. Last year alone, Detroit's Big Three wrote off more than $50 billion in EV investments. On the other side is China, moving at extraordinary speed and scale. The recent Beijing Auto Show showcased the country's relentless innovation: 38 hectares of exhibition space — roughly 50 football fields — featuring 1,451 vehicles, including 181 world debuts, and attracting 1.3 million visitors, with only 65,000 coming from overseas. It is no longer just about BYD. Chinese giants such as Geely, SAIC, and FAW have caught up rapidly, transforming China into a market where internal combustion vehicles already feel like an afterthought. Only two foreign automakers still command real respect in China: Toyota and Tesla. Others — including Honda, Nissan, and most European manufacturers — are steadily losing ground.Meanwhile, much of the rest of the world is accelerating toward electrification as rising oil prices reshape consumer behaviour. Countries such as Thailand, the Philippines, Ethiopia, and Mexico are embracing EVs, while electric vehicle sales continue to surge across Europe. Battery technology is still advancing, but the next decisive battleground is autonomy. Here, the United States maintains a lead through companies like Waymo and Tesla — though Chinese competitors are closing the gap quickly. 2026 may also mark the tipping point for electric trucks becoming mainstream, with adoption expected to accelerate rapidly once scale economics take hold. So how can non-Chinese automakers compete? Not through protectionism, but by learning from China's playbook: moving faster, investing more aggressively in next-generation technologies, and, in some cases, partnering directly with Chinese firms. Yet another major challenge looms over the industry: excess manufacturing capacity. Factories in both Europe and China are currently operating at only around 50% utilisation, with the United States performing only slightly better. Dunne's upcoming book, Car Wars, due out next year, explores this seismic shift in detail. It tells the story of how China built the world's most powerful EV ecosystem — and whether Western automakers can survive the collision.
Editor's note: Download and listen to the audio version below and click here to subscribe to the Today in Manufacturing podcast.The Today in Manufacturing Podcast is brought to you by the editors of Manufacturing.net and Industrial Equipment News (IEN).This week's episode is brought to you by Scientific Cutting Tools (SCT).Working with customers that include NASA, Caterpillar and Johns Hopkins demands a combination of proven and new-age strategies and processes. SCT recently offered a look behind the curtain in detailing how listening to their customers and paying attention to key industry trends has established a legacy of innovative problem-solving and an undeniable focus on cutting edge production and product technologies.These same principles have kept the company competitive for more than 60 years in an increasingly crowded marketplace, and led to internal practices focused on attracting new talent while simultaneously retaining vital experience.To learn more about their secrets to long-term success, download this behind-the-scenes report, "Built on Precision, Grounded in Integrity," right now.Every week, we cover the three biggest stories in manufacturing, and the implications they have on the industry moving forward. This week:- Missing Sticker Triggers Recall for Thousands of Teslas- North Carolina Sues Vietnamese EV Maker After Ongoing Delays- SendCutSend Raises $110 Million to Build 'Anything Factories'In Case You Missed It- Robot With 20 Legs and Eyes Built to Move, See in Any Direction Instantly- Blue Origin's $600 Million Expansion Project to Boost Upper-Stage Production in Florida- Slate Auto Nabs Michigan Grant to Expand EV HQPlease make sure to like, subscribe and share the podcast. And to email the podcast, you can reach any of us at Jeff, Anna or David@ien.com, with “Email the Podcast” in the subject line. Subscribe to our daily and weekly newsletters.
Allen covers how private equity firm Energy Capital Partners ended up owning wind blade factories, TPI Composites’ bankruptcy, and the decades-long GE Vernova relationship behind the rescue. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Speaker: Happy Monday, everyone. Well, there is a company most people have never heard of quietly positioning itself at the very center of America’s energy future. Its name is Energy Capital Partners. It’s a private equity firm headquartered up in Summit, New Jersey. But to understand how ECP ended up owning wind blade factories, you have to start with gas turbines and a power company called Calpine. See, back in 2001, Calpine placed one of the most audacious turbine orders ever recorded, 203 GE gas turbines. enough to power 50,000 megawatts of base load generation. GE did [00:01:00] not just sell Calpine turbines. The two companies co-developed power plants together. GE co-owned facilities. Calpine held options to buy them back. It was a less a vendor relationship and more of a marriage. In 2018, Energy Capital Partners bought Calpine, All 77 power plants, 26,000 megawatts of generation capacity, and every long-term GE service agreement that came with it. And for the next seven years, ECP was GE’s single most consequential private sector gas turbine customer in the Western Hemisphere. That relationship, built on decades of iron and service contracts, would soon reach far beyond gas. Because on the other side of the energy world, a very different kind of company was falling apart, and that was TPI Composites. For years, the world’s largest independent maker of wind turbine blades. [00:02:00] facilities in Iowa, in Mexico, in India, and in Turkey. More than 9,600 employees worldwide. But the cracks were forming long before anyone said bankruptcy. First came the debt. TPI had borrowed heavily from Oaktree Capital Management and by the time the end arrived, the company owed Oaktree $476 million, secured against substantially all of its assets. Then came the customers. Nordex walked away from its Matamoros facility, shutting it down at the end of the second quarter of 2024. Then came customs. US Customs and Border Protection launched a review of TPI’s Mexico facilities under the Uyghur Forced Labor Prevention Act. TPI maintained its supply chain had no connection to forced labor, but the law did not care about confidence. Cared about proof, and while TPI worked to prove its innocence, a substantial portion of its Mexico-made blades could not cross the border into [00:03:00] the United States. The backlog told the story in numbers. At the end of 2024, there were $237 million in orders. One year later, $114 million in orders, cut nearly in half. On August 11th of last year, TPI filed for Chapter 11 bankruptcy, delisted from NASDAQ about eight days later. Now, when a company heads into bankruptcy, the first thing it has to solve is a very human problem. How do you keep the people who know how to run the place from walking out the door? Well, TPI’s board had an answer. Two months before the bankruptcy filing, the compensation committee approved retention bonuses for key executives, paid in cash within 30 days. The CEO, $1,225,000. The CFO, $518,000. The COO, [00:04:00] $487,000. And of course, the general counsel, $435,000. But there was one condition, you had to stay through restructuring. If you left early, you had to give it all back. Well, they stayed, at least most of them have. In the months that followed, TPI sold off its Turkish operations. Vestas moved quickly, claiming the India and Matamoros plants for roughly $24 million. And then the phone rang in Summit, New Jersey. GE Vernova needed its blade supply secured. It had a decades-long relationship with the firm on the other end of that call, a relationship forged not in composite factories, but in gas turbine halls. Through a newly formed entity called ECP Blade Holdings, Energy Capital Partners is acquiring TPI’s remaining North American assets , plants up in Newton, Iowa, down in Juarez, Mexico, for about $20 [00:05:00] million. The management team that had guided TPI through its darkest chapter came with it. And embedded in the transaction was a five-year supply agreement requiring GE Vernova to direct a defined share of its blade procurement exclusively to ECP-operated facilities. Well, if this deal had fallen apart, GE Vernova itself was contractually bound as a backup buyer, obligated to step in and at least purchase the Iowa plant for $21 million. GE Vernova was simultaneously ECP’s partner, its customer , and in this case, its buyer of last resort. Two companies, one relationship stretching back about 25 years through gas turbine orders, power plant co-ownership, long-term service contracts, and now wind blade factories rescued from bankruptcy court. A company laid low by debt, customs blockades, and lost contracts, its people paid to [00:06:00] stay, its factory sold for pennies on the dollar, and now rising again under new ownership to supply the very turbines powering America’s AI-driven energy future And that’s the state of the wind industry for the 1st of June 2026. Have a great week
This is Part 21 of *Practical Anarchy – A Guide to Self-Determination*.. Please Like, Comment, Subscribe and Watch the whole series in order. Acknowledgements Dedication Introduction by Mark Sleigh Introduction to the author ► Full playlist: https://www.youtube.com/playlist?list=PLDT6pJU3_gViYVxWUTl8PcR29sW0GAcQK ► Join the Facebook group: https://www.facebook.com/groups/1864387554451463/permalink/1881786316044920/ ► Buy the book: https://shop.ingramspark.com/b/084?params=9dOIqr4EMtGT3x43Y9bhrmDaCPKCIzif4Y1dUjMvxgr #anarchy #history #politics #counterculture
Explore the untapped potential of Africa's manufacturing and agriculture sectors. This episode highlights how investor attention has skewed toward technology and digital innovation. Learn about the impact on key sectors such as agro-processing and why the commercial potential make these areas are ripe for exploration.Learn more about Oxano Capital: https://oxano.capital/Read the Oxano Capital Case Study: coming soon
Frankenstein Factory — The Story Behind The Song The Counter Kingdom may be finished… but the music side of Leal Legacy is far from done. One thing I've realized recently is that I create a lot of standalone songs that don't necessarily belong to larger albums or themed projects but are way too fun and creatively fulfilling to just sit unreleased on a hard drive. So with this episode of The Leal Legacy Podcast, I'm introducing a new type of episode: Song Stories These episodes will dive into the inspiration, concepts, and creative process behind original songs from Leal Legacy Music. And the very first entry is: Frankenstein Factory The idea sparked while watching the original 1931 Universal Frankenstein film. As I watched Doctor Frankenstein assemble his creature, my mind wandered toward the modern world: AI assistants humanoid robotics synthetic humans automation mass production Most modern discussions about robots assume synthetic materials:metal parts, wires, processors, silicone skin. But then the weird question hit me: What if Frankenstein's method actually worked? Not metaphorically.Literally. What if future AI assistants weren't manufactured using synthetic components… but were assembled from harvested biological parts like Frankenstein's monster? And if that technology existed, eventually it would become industrialized. Factories would emerge.Assembly lines would form.Workers would punch in every day to help create artificial life. That world became: Frankenstein Factory From there, the concept somehow evolved even further into something unexpected: A 1960's-style country song about what it would feel like to work there. A strange mix of: Universal horror retro Americana AI anxiety factory labor culture and old-school country storytelling Honestly… it might be one of the weirdest and most uniquely “Leal Legacy” ideas I've ever created. And that's exactly why I love it. If people connect with these Song Stories episodes, maybe some of these standalone songs eventually get full independent releases of their own. Until then…welcome to the factory. Shop While you Listen Join The Legacy Club for bonus content, merch drops, music updates, and more Facebook Instagram LinkedIn Spotify Threads TikTok X YouTubeThe post The Leal Legacy | Frankenstein Factory first appeared on Leal Legacy.
Hyperscale data centers, (aka AI factories), are expanding rapidly to develop AI Large Learning Models. However, the notion of edge data centers for AI Inference and high-speed, low-latency applications is getting renewed attention.Rod Carter and Jake Remington, partners at the telecom law practice at Husch Blackwell, discuss with John Celentano, Inside Towers Business Editor, the issues related to planning, locating and operating edge data centers.Support the show
The Soviet Union used Lend-Lease to "plunder" American technology, including entire Ford factories and suitcases of blueprints guarded by NKVD agents. Harry Hopkins personally intervened to facilitate the shipment of specialized chemicals and enriched uranium to the USSR. Sean McMeekin notes that while some officials like Harry Dexter Whitewere identified as NKVD agents, Hopkins acted as a devoted "agent of influence," routinely overruling ambassadors like Averell Harriman when they attempted to exert leverage over these transfers. Hopkins ensured that the flow of vital resources remained unconditional, viewing Stalin's interests as his own and outmaneuvering anyone who raised concerns. (7/8)UNDATED BAKU
In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss updates to Tesla Robotaxi, Rivian R2 configurator going live, China taking over EU factories, and more. Today's episode is sponsored by GM Energy. If you want to experience more resilience and control over your home energy, the GM Energy Home System adds stationary battery power for always-ready backup energy for your home, and the GM Energy PowerBank takes in energy from the grid and stores it for when you need it most. Learn more at gmenergy.gm.com The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla postpones Model S/X Signature delivery event, leaving attendees holding the bag Tesla now forces drivers to give feedback when intervening on ‘Full Self-Driving' Tesla finally reveals what happened in 17 ‘Robotaxi' crashes Rivian opens R2 configurator: here are all the options and pricing Volkswagen reveals the first electric GTI, a 222 hp EV hot hatch for $45,000 [Images] XPeng in talks to buy a Volkswagen plant in Europe as exports surge 62% BYD eyes Stellantis EU plant takeover as EV demand spikes, confirms ‘other companies too' Volkswagen brings the ID. Buzz back for 2027, but now the ID.4 is on a brief hiatus Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: https://www.youtube.com/live/FPPDerFbwSE
The LeBron James "GOAT" debate is reaching a fever pitch, but we're shutting it down. Opie and Ron break down why Michael Jordan still wears the crown and reveal their definitive Top 5 NBA players of all time.Also on today's episode:Trump in China: While Nixon practiced his chopsticks, we all know Trump is just asking for a fork.The AI Nightmare: We dive into China's "Dark Factories"—zero lights, zero heat, and zero humans—churning out a smartphone every single second.Weird China: 35 million people living in caves and why the police are ditching dogs for... geese?Boston Bound: Opie gears up for a long weekend back in Boston.
Listen & subscribe on Apple, Spotify, YouTube.Welcome everyone to the weekly San Diego Tech News!I'm Neal Bloom from Rising Tide Partners.This week, I'm flying solo on the mic to unpack a busy week in San Diego tech.Before we dive in, we wanted to thank you and ask our listeners to help us grow the show, leave a review and share with one other person who should be more plugged in with the SD Tech Scene. Thank you for the support and for helping us build the San Diego Startup Community!Topics CoveredSuja IPO & San Diego's Consumer Brand Pipeline* Suja Life IPO* Coca-Cola's early investment thesis* San Diego as a premium wellness and consumer products launchpad* Comparison to other recent San Diego consumer brand IPOs* Why San Diego may be one of America's best “test markets” for health & lifestyle brandsStone Brewing, Sapporo & Maria Stipp's Exit Track Record* Stone Brewing acquisition news* The evolution of San Diego's craft brewing ecosystem* Maria Stipp's leadership journey across:* EcoATM* Lagunitas* Stone Brewing* Suja* Siete Foods board involvement* The importance of experienced operators recycling through ecosystemsFirestorm Labs Is on an Absolute Heater* Firestorm Labs raises $82M Series B* New $30M defense contract* Distributed manufacturing and edge logistics* “Factories in shipping containers”* Why modern defense tech is increasingly about adaptability and rapid production* Firestorm hosting the first annual Hardtech 50 Release PartyHardtech 50 + Next Wave 30* Why it became impossible to stop at just 50 companies* San Diego's growing density across:* aerospace* robotics* autonomy* semiconductors* energy* ocean tech* manufacturing* - The rise of interdisciplinary founders and “things that move atoms”UCSD's Deep Tech Infrastructure Push* University of California San Diego and advanced engineering initiatives* Supercomputing, fusion, AI infrastructure, and scientific tooling* The importance of compute, cooling, energy, and simulation infrastructure* The long-term impact of institutions like:* Qualcomm* General Atomics* San Diego Supercomputer Center* Navy-affiliated researchReferenced article: UCSD Guardian coverageScripps + San Diego Zoo Wildlife Alliance* Scripps Institution of Oceanography* San Diego Zoo Wildlife Alliance* Conservation, climate science, oceanography, and AI converging* Why proximity between institutions creates innovation densityReferenced article: Scripps announcement This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe
Patrick Moorhead and Daniel Newman dig into the week's biggest moves in enterprise AI: Anthropic and OpenAI launching PE-backed enterprise JVs on the same day, Anthropic filling its compute gap with SpaceX's Colossus, Cerebris filing for a $3.5 billion IPO, NVIDIA going deep on co-packaged optics with Corning, and a full IBM Think and ServiceNow recap. Plus, for The Flip, hosts debate whether Anthropic, at $1.2 trillion, is the most important company in enterprise tech. The handpicked topics for this week are: 1. Anthropic and OpenAI Launch PE-Backed Enterprise JVs on the Same Day — Both companies announced private equity joint ventures, with OpenAI backed by Bain, Brookfield, and Advent, and Anthropic partnering with Blackstone, Goldman Sachs, Apollo, and General Atlantic. Daniel's read is that this is fundamentally a distribution play, using private equity portfolio companies as a deployment channel for AI at scale. Pat sees it as the clearest admission yet that enterprise AI cannot be self-implemented at scale without specialized consulting support, and flags that mid-tier systems integrators (SIs) could get cut out of the middle. (The Decode) 2. Anthropic Signs Massive Compute Deal with SpaceX Colossus — Anthropic urgently needed compute and SpaceX had 300 megawatts and 220,000 GPUs sitting at Colossus One in Memphis without enough business to fill them. Pat's take is blunt: this move is pragmatic. Anthropic needs it, xAI has it. Daniel adds that Dario himself said they planned for 10x growth and got 80x, and this deal is the fast backfill that reality demanded. The side note both hosts flag: Anthropic is running on H100s, H200s, and B200s, which puts the whole "Anthropic only runs on Trainium and TPUs" narrative to rest. (The Decode) 3. Cerebris Files for a $3.5 Billion IPO at $26.6 Billion Valuation — This marks their second attempt at an IPO after pulling the first filing. The architecture is genuinely unique, a complete wafer with massive on-chip SRAM and interconnects built directly onto the wafer rather than copper or photonics. Pat calls it the first credible Western alternative for AI inference. Daniel's framing cuts through: you do not have to beat NVIDIA to sell right now. You just need to have availability. The more interesting headline, both hosts agree, is that Sam Altman and Greg Brockman are angel investors, which adds fuel to the ongoing OpenAI lawsuit. (The Decode) 4. NVIDIA and Corning Announce $500 Million Optical Partnership — Three new US factories, co-packaged optics for Vera Rubin, and a supply chain strategy that mirrors what NVIDIA did with Coherent. Pat's context: this is vertical integration through investment rather than acquisition. Daniel's observation is that the pace of movement toward co-packaged optics is accelerating faster than anyone expected, and his "rule of and" applies here too. Copper is not going away. Optics are being added on top because the data volumes moving across these racks are outrunning what copper alone can handle. US manufacturing in North Carolina and Texas is a strategic bonus. (The Decode) 5. IBM Think 2026: Day Zero, Sovereign Core, and the Quantum Plus AI Bet — Pat moderated on stage with CEO Arvind Krishna and calls this IBM's best showing in five years. Arvind opened with the AI divide, the gap between companies still running POCs and companies already in production, and framed where IBM sits as day zero, not because nothing has happened, but because enterprise AI deployment at scale is still so early. Daniel's biggest takeaways: watsonX Orchestrate updates, Sovereign Core going GA with policy at runtime, and the Confluent acquisition potentially being IBM's most important asset since Red Hat, given that 40% of Fortune 500 companies run on it and real-time streaming data is foundational to agentic systems. Both hosts land on quantum plus AI as IBM's next inflection moment. (The Decode) 6. ServiceNow Knowledge 2026: Enterprise SaaS 2.0 is Emerging — Daniel got there on day three of the event and noted the conference was densely packed. His observation: enterprises have not gotten the memo from Wall Street that SaaS is supposedly dead. His emerging thesis is that middleware could make a comeback for AI, with companies needing a layer that lets agents work across any infrastructure, any app, and within the rules of their specific business. Pat agrees and adds that the growth question is about mix, not survival. (The Decode) 7. The Flip: Is Anthropic at $1.2 Trillion the Most Important Company in Enterprise Tech? — Daniel took the affirmative citing that Claude Code is deeply entrenched in developer workflows. Anthropic went from $9 billion to $45 billion ARR in months. Every major hyperscaler is both a customer and an investor. The PE JVs are turning verticals into Anthropic engines. Dario said they planned for 10x and got 80x. Pat's counter: the enterprise trust gap is real after what Anthropic pulled on pricing and performance. Microsoft has 2 billion users across 365, Azure, and Copilot. NVIDIA is the infrastructure Anthropic runs on. And workforce replacement, which is how Anthropic extracts its terminal value, is not arriving as fast as the valuation suggests. In reality, both hosts admit their notes looked almost identical. (The Flip) 8. AMD — Lisa Su guided AI data center growth up from 60% to 80%. With OpEx growing 83%, net income up 95%, free cash flow ripping, and CPUs growing at nearly 40% without price increases, Pat reads this as unit market share gains coming soon. Daniel's framing: AMD is now a two-headed juggernaut with CPUs and GPUs for the data center. And Helios has not even started shipping yet. Both hosts take a victory lap for previously calling this one. (Bulls and Bears) 9. Palantir — Triple beat on revenue, EPS, and forward guidance. Rule of 40 at 145%. Government revenue up 84%, 47 deals over $10 million, and the largest guidance raise in the company's history. Daniel's take: Palantir is redefining the category entirely. It's not a software company in the Salesforce or ServiceNow sense. It's technology, plus ontology, plus people, deployed at the deepest layers inside governments and enterprises. Pat adds that the four deployed FTE model lets them stand up AIP POCs within a week, which is why they are winning business at this pace. (Bulls and Bears) 10. ARM — AGI processor demand doubled from $1 billion to $2 billion within 45 days. Record revenue, strong pipeline, royalty growth at 21% for the full year. The stock ripped after hours, then sold the next day when management confirmed only enough supply for $1 billion of that $2 billion demand. Pat's read: 50% CPU market share with hyperscalers at the core level is the most underdiscussed signal on the call. Daniel adds that the worry about ARM competing with its own customer base in custom silicon has been quietly swept away by the sheer volume of compute demand. (Bulls and Bears) 11. Supermicro — A board member allegedly used a hairdryer to remove labels from GPU boxes being shipped to China. Approximately 20% of their revenue has reportedly been illegally shipped to China. They beat on EPS and Q4 guide but missed Q3 revenue versus consensus. Stock still ripped 18%. Daniel's take: if you are selling picks and shovels during a gold rush and you are this messed up, he cannot imagine owning it with the overhang that is building. (Bulls and Bears) 12. Lattice Semi and Coherent — Lattice revenue up 42%, back into growth, guiding to 50% year-on-year at midpoint. The AMI acquisition at $1.65 billion doubles their serviceable market from $6 billion to $12 billion and puts them inside every AI server on the planet at the BIOS and platform firmware layer. Pat calls the timing right: core financials crushing it, time to make a move. Coherent printed 21% year-on-year growth, 55% EPS growth, margins expanding, debt coming down, entered the S&P 500, and sits at the center of the co-packaged optics trend that is accelerating. Pat's choke point note: Indium phosphide capacity is the constraint. Six-inch fabs are doubling capacity in 2026, a quarter ahead of plan, and competitors are still ramping their transitions. (Bulls and Bears) Want the full breakdown from IBM Think and ServiceNow Knowledge, and check out our on-the-ground coverage linked in the show notes. Be part of our community. Hit that subscribe button and let us know what you want us to cover next week in the comments. Intro Pat on Stage at IBM Think https://x.com/PatrickMoorhead/status/2051381046537601101?s=20 The Decode OpenAI and Anthropic Both Launch PE-Backed Enterprise Services JVs on the Same Day — The Palantir FDE Model Goes Mainstream https://www.bloomberg.com/news/articles/2026-05-04/openai-finalizes-10-billion-joint-venture-with-pe-firms-to-deploy-ai https://techcrunch.com/2026/05/04/anthropic-and-openai-are-both-launching-joint-ventures-for-enterprise-ai-services/ https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push Anthropic and SpaceX Sign Massive Compute Deal — Full 300MW / 220,000 GPU Colossus 1 Memphis Data Center Plus Exploration of Multi-Gigawatt Orbital AI Compute https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html https://www.bloomberg.com/news/articles/2026-05-06/anthropic-inks-computing-deal-with-spacex-to-meet-ai-demand https://www.tomshardware.com/tech-industry/artificial-intelligence/musks-spacex-has-rented-out-access-to-its-supercomputers-220-000-nvidia-gpus-and-300-megawatts-of-ai-compute-power-to-rival-anthropic Cerebras Files for $3.5B IPO at $26.6B Valuation — The First Major AI Chip IPO of 2026 https://www.cnbc.com/2026/05/04/cerebras-ipo-ai-chipmaker.html https://theaiinsider.tech/2026/05/06/cerebras-systems-eyes-3-5b-in-largest-tech-ipo-of-2026-on-strength-of-ai-chip-demand/ https://www.briefs.co/news/ai-chipmaker-cerebras-just-filed-for-a-3-5-billion-ipo/ NVIDIA and Corning Announce Game-Changing Optical Partnership — $500M Investment, 3 New U.S. Factories, and Co-Packaged Optics for Vera Rubin and Beyond https://www.corning.com/worldwide/en/about-us/news-events/news-releases/2026/05/nvidia-and-corning-announce-long-term-partnership-to-strengthen-us-manufacturing-for-ai-infrastructure.html https://www.cnbc.com/2026/05/06/nvidia-corning-optical-factories-nc-texas-ai.html https://www.wsj.com/tech/nvidia-corning-form-partnership-to-expand-fiber-optic-manufacturing-17f525de https://kfgo.com/2026/05/06/corning-partners-with-nvidia-to-expand-us-fiber-optic-output-for-ai-growth/ IBM Think 2026 Boston — Watsonx Orchestrate Next-Gen, Confluent Real-Time Data, IBM Concert, and Sovereign Core Define IBM's Agentic Operating Model https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens https://www.ibm.com/new/announcements/ibm-announcements-at-think-2026 https://www.instagram.com/reel/DX42DlrglOs/ ServiceNow Knowledge 2026 Las Vegas https://www.servicenow.com/events/knowledge.html https://newsroom.servicenow.com/press-releases/details/2026/Cohesity-and-ServiceNow-Deliver-Real-Time-Recovery-for-Enterprise-AI-Agents/default.aspx https://www.cnbc.com/2025/09/04/nvidia-backed-cohesity-eyes-2026-ipo-with-valuation-rivaling-17-billion-rubrik.html The Flip: Anthropic at $1.2T Now the Most Important Company in Enterprise Tech — More Important Than NVIDIA, Microsoft, or OpenAI FOR: Dual-hyperscaler compute anchor (Amazon $33B + Google $40B = $73B) is structural — unmatched https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Constitutional AI safety positioning wins regulated industries https://www.anthropic.com/news/anthropic-nec-japan-ai-engineering-workforce $900B valuation surpasses OpenAI ($852B) at faster revenue growth and lower burn rate https://techcrunch.com/2026/04/30/anthropic-potential-900b-valuation-round-could-happen-within-two-weeks/ AGAINST: NVIDIA still controls the substrate — every Anthropic dollar of revenue requires NVIDIA inference at some layer https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html Microsoft has the enterprise distribution — 365 + Azure + Copilot reach >2 billion users https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ $900B valuation is venture marketing — the IPO will reset the number https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push Bulls & Bears: AMD Q1 2026 — Revenue $10.3B (+38% YoY), MI300X Data Center GPU Demand Drives Stock +20% on the Print https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html https://finance.yahoo.com/markets/stocks/articles/amd-q1-2026-earnings-revenue-203331768.html Palantir Q1 2026 — Revenue +85% YoY, US Commercial +133%, Rule of 40 Score Hits 145%; Largest Guidance Raise in Company History https://investors.palantir.com/files/Palantir%20-%20Q1%202026%20Business%20Update.pdf https://www.reddit.com/r/PLTR/comments/1t3t0me/palantir_reports_q1_2026_us_revenue_growth_of_104/ https://finance.yahoo.com/markets/stocks/articles/palantir-technologies-inc-q1-2026-002218719.html https://semiconalpha.substack.com/p/palantir-q1-2026-rewriting-the-rule Arm Holdings Q4 FY2026 — Record $1.49B Quarter, Full-Year Revenue Crosses $4.92B, $2B AGI CPU Pipeline; Stock +16% After Hours https://finance.yahoo.com/markets/stocks/articles/arm-q4-earnings-call-highlights-225942093.html https://www.stocktitan.net/sec-filings/ARM/6-k-arm-holdings-plc-uk-current-report-foreign-issuer-7e9ca9ac7dda.html https://semiconalpha.substack.com/p/arm-q4-fy2026-record-quarter-2-billion Super Micro Computer Q3 FY2026 — Revenue $10.2B (+123% YoY), Strong Q4 Guide; Stock +18% AH on First Earnings Call Since Co-Founder Indictment Drama https://www.cnbc.com/2026/05/05/super-micro-smci-q3-earnings-report-2026.html https://www.stocktitan.net/sec-filings/SMCI/8-k-super-micro-computer-inc-reports-material-event-e70b2f8b3cb7.html https://www.instagram.com/reel/DX42DlrglOs/ Lattice Semiconductor Q1 2026 — Beat-and-Raise Quarter ($170.9M, +42% YoY) Paired With $1.65B AMI Acquisition That Doubles Lattice's SAM to $12B https://www.stocktitan.net/sec-filings/LSCC/8-k-lattice-semiconductor-corp-reports-material-event-642a862b2bf9.html https://www.ami.com/resources/ami-announces-agreement-to-be-acquired-by-lattice-semiconductor/ https://www.linkedin.com/posts/patmoorhead_lattice-semiconductor-posts-beat-and-raise-activity-7457411226944425984-xA8T Coherent Q3 2026 Earnings https://www.msn.com/en-us/money/companies/coherent-cohr-tops-revenue-expectations-in-q3-as-ai-demand-accelerates-shares-decline/ar-AA22Bz24?ocid=finance-verthp-feeds
Breaking Analysis with Dave Vellante
Agile Works With People Who Don't Actually Need AgileIn a disciplinary society, authority structures dominate. People follow rules, and work is organized through hierarchy and control. Factories, bureaucracies, and military systems are classic examples.In the achievement society the logic changes. And people are no longer told “You must.” Instead they are told “You can.”And this message sounds especially attractive for people who were born and raised in a disciplinary environment, and who dreamed about freedom. Freedom as ability to work without micromanaging, hyper-control and pressure. “Just let me do my job…”Anyway, “You can” at first it feels liberating. But there is a twist: the individual becomes both boss and worker at the same time. People begin to push themselves, optimize themselves, measure themselves. Han calls this the rise of the self-entrepreneur.How to connect with AgileDad:- [website] https://www.agiledad.com/- [instagram] https://www.instagram.com/agile_coach/- [facebook] https://www.facebook.com/RealAgileDad/- [Linkedin] https://www.linkedin.com/in/leehenson/
Al and Greg talk about Tomodachi Life: Living The Dream. Timings 00:00:00: Theme Tune 00:00:30: Intro 00:04:13: What Have We Been Up To 00:21:57: Game News 00:57:42: Tomodachi Life: Living The Dream 01:49:37: Outro Links Outbound Un-Delay Farm To Table Early Access Release Date Farm To Table Un-Delay Tales of Seikyu 1.0 Release Horticular Switch Release Starsand Island “New Connections” Update Hello Kitty Island Adventure “Month of Meh” Animal Crossing x Sealife Expansion Contact Al on Mastodon: https://mastodon.scot/@TheScotBot Email Us: https://harvestseason.club/contact/
LG Energy Solution plans to bring over 50 gigawatt hours of annual battery manufacturing capacity online in the US by the end of 2026 across five facilities (MI, IL, AZ, OH, GA). The company also projects a 15% cost reduction on its next-generation cells by 2028. Tim Montague and John Weaver dig into that story and more in this May 1, 2026, edition of Clean Power Hour Live.Tim and John cover five stories this week, drawn from industry publications and their own active projects in the field.LG Energy Solutions is building five battery factories with a combined capacity of 50+ GWh per year, targeting completion by the end of 2026. The company projects a 15% cell cost reduction by 2028. (Energy Storage News)Tandem PV began demonstration manufacturing of a perovskite-silicon module reaching 29.7% efficiency, backed by a warranty of less than 1% annual degradation over 25 years. (Solar Power World)On April 27, Trina Solar claimed the world record for silicon solar cell efficiency at 28%. Longi broke that record the very next day. (PV Magazine)The US Department of Commerce announced preliminary anti-dumping duties of 123% on solar modules from India, 35% from Indonesia, and 22% from Laos. (PV Magazine)Republican lawmakers introduced new legislation to extend the commercial solar ITC, which currently expires at the end of 2027. Safe-harboring by July 4, 2026, extends project runway to July 3, 2030. (Solar Power World)The battery capacity numbers, perovskite efficiency milestones, and tariff developments covered here carry direct implications for procurement and project planning decisions in 2026 and beyond. Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.comCorporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
What really happens inside the world's most dangerous underground economies? And why do the people running them trust a journalist enough to talk? Mariana van Zeller — Emmy- and Peabody Award–winning investigative journalist, host and executive producer of Trafficked on National Geographic, and host of The Hidden Third podcast — has spent years embedded with scammers, smugglers, cartel members, assassins, and black-market power brokers. In this episode of Mayim Bialik's Breakdown, she pulls back the curtain on the shadow systems that quietly shape the global economy. Mariana breaks down the difference between the black market vs. the grey market, why understanding these hidden economies is the only way to create real change, and how she manages to gain access to some of the most secretive and dangerous players in the world. She explains how empathy, not judgment, is often the key to getting people labeled “the worst of the worst” to open up, and why many of them speak with her because of something surprisingly simple: a deep human need to be heard and understood. She also addresses critics who say she shouldn't give criminals a platform, revealing why listening to these voices is essential to exposing the systems behind global crime. We dive into her most harrowing experiences in the field — including the terrifying moment she and her team weren't sure they would make it out alive, and the time they had to escape a country in the middle of a life-threatening military coup while filming. Mariana also unpacks the current climate in Mexico's drug war, explaining why violence often escalates when major cartel kingpins are taken down, and the troubling implications of the fact that many of the weapons used by cartels originate in the United States. We get into one of the fastest-growing criminal industries in the world: scams. She breaks down everything you've ever wanted to know about romance scams and “pig butchering” operations, including: - Psychological tactics scammers use - Who scammers typically target and why - Massive infrastructure behind modern scam compounds - Why many scammers are actually victims of forced labor themselves - Why victims often stay silent due to shame and stigma Mariana explains why advancing technology, crypto, and AI are making financial scams easier than ever, and why anyone can fall victim — no matter how smart or cautious they are, including the shocking case of a bank CEO who was successfully defrauded. We also explore medical black markets, from organ trafficking to international surrogacy scams, and discuss some of her most intense interviews, from conversations with a suspected Russian sex spy to Anna Delvey, the infamous socialite scammer. Despite spending her career face-to-face with some of the darkest corners of humanity, Mariana reveals something surprising: she still believes deeply in people. In fact, she sometimes finds more hope, honesty, and equality in underground markets than in global governments or legal capitalism. This conversation will change how you think about crime, power, empathy, and the hidden systems shaping our world! Head to https://www.Superpower.com and use code BREAK at checkout for $20 off your membership. After you sign up, they'll ask how you heard about them, so make sure to mention this podcast to support the show. Mariana van Zeller's podcast, THE HIDDEN THIRD: https://www.youtube.com/@marianavanzeller Follow us on Substack for Exclusive Bonus Content: https://bialikbreakdown.substack.com/ BialikBreakdown.com YouTube.com/mayimbialik Learn more about your ad choices. Visit megaphone.fm/adchoices
What really happens inside the world's most dangerous underground economies? And why do the people running them trust a journalist enough to talk? Mariana van Zeller — Emmy- and Peabody Award–winning investigative journalist, host and executive producer of Trafficked on National Geographic, and host of The Hidden Third podcast — has spent years embedded with scammers, smugglers, cartel members, assassins, and black-market power brokers. In this episode of Mayim Bialik's Breakdown, she pulls back the curtain on the shadow systems that quietly shape the global economy. Mariana breaks down the difference between the black market vs. the grey market, why understanding these hidden economies is the only way to create real change, and how she manages to gain access to some of the most secretive and dangerous players in the world. She explains how empathy, not judgment, is often the key to getting people labeled “the worst of the worst” to open up, and why many of them speak with her because of something surprisingly simple: a deep human need to be heard and understood. She also addresses critics who say she shouldn't give criminals a platform, revealing why listening to these voices is essential to exposing the systems behind global crime. We dive into her most harrowing experiences in the field — including the terrifying moment she and her team weren't sure they would make it out alive, and the time they had to escape a country in the middle of a life-threatening military coup while filming. Mariana also unpacks the current climate in Mexico's drug war, explaining why violence often escalates when major cartel kingpins are taken down, and the troubling implications of the fact that many of the weapons used by cartels originate in the United States. We get into one of the fastest-growing criminal industries in the world: scams. She breaks down everything you've ever wanted to know about romance scams and “pig butchering” operations, including: - Psychological tactics scammers use - Who scammers typically target and why - Massive infrastructure behind modern scam compounds - Why many scammers are actually victims of forced labor themselves - Why victims often stay silent due to shame and stigma Mariana explains why advancing technology, crypto, and AI are making financial scams easier than ever, and why anyone can fall victim — no matter how smart or cautious they are, including the shocking case of a bank CEO who was successfully defrauded. We also explore medical black markets, from organ trafficking to international surrogacy scams, and discuss some of her most intense interviews, from conversations with a suspected Russian sex spy to Anna Delvey, the infamous socialite scammer. Despite spending her career face-to-face with some of the darkest corners of humanity, Mariana reveals something surprising: she still believes deeply in people. In fact, she sometimes finds more hope, honesty, and equality in underground markets than in global governments or legal capitalism. This conversation will change how you think about crime, power, empathy, and the hidden systems shaping our world! Head to https://www.Superpower.com and use code BREAK at checkout for $20 off your membership. After you sign up, they'll ask how you heard about them, so make sure to mention this podcast to support the show. Mariana van Zeller's podcast, THE HIDDEN THIRD: https://www.youtube.com/@marianavanzeller Follow us on Substack for Exclusive Bonus Content: https://bialikbreakdown.substack.com/ BialikBreakdown.com YouTube.com/mayimbialik Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Episode: 3369 Small cells and microorganism that behave like living factories. Today, tiny living factories.
For decades, the classic path to prosperity seemed clear: build factories, create jobs, grow exports, and lift millions out of poverty. But in a world shaped by AI, automation, and the internet, that model no longer feels so certain.We debate whether developing countries should still bet on manufacturing, or whether services offer a faster and more realistic route to growth. Along the way, we explore jobs, inequality, education, globalization, and whether the future belongs to industrial powerhouses or digitally connected economies.
After returning to Russia, Kropotkin was captured and imprisoned. But his life took many turns from there, and in 1902 he published his book book “Mutual Aid: A Factor of Evolution.” Research: "Peter Alekseevich Kropotkin." Encyclopedia of World Biography Online, Gale, 1998. Gale In Context: Opposing Viewpoints, link.gale.com/apps/doc/K1631003701/GPS?u=mlin_n_melpub&sid=bookmark-GPS&xid=ed5ae018. Accessed 23 Mar. 2026. Adams, Matthew S. “Rejecting the American Model: Peter Kropotkin’s Radical Communism.” History of Political Thought , Spring 2014, Vol. 35, No. 1 (Spring 2014). https://www.jstor.org/stable/26227268 Avrich, Paul, Miller, Martin A. "Peter Alekseyevich Kropotkin". Encyclopedia Britannica, 4 Feb. 2026, https://www.britannica.com/biography/Peter-Alekseyevich-Kropotkin. Accessed 23 March 2026. Avrich, Paul. “Kropotkin in America.” International Review of Social History , Volume 25 , Issue 1 , April 1980 , pp. 1 – 34 DOI: https://doi.org/10.1017/S0020859000006192. Davis, Mike. “Kropotkin and Climate Change.” Transnational Institute of Social Ecology. 1/4/2018. https://trise.org/2018/01/04/kropotkin-and-climate-change/ Kinna, Ruth. “Kropotkin's Theory of Mutual Aid in Historical Context.” International Review of Social History , AUGUST 1995, Vol. 40, No. 2. Via JSTOR. https://www.jstor.org/stable/44583751 Kropotkin, P. “Fields, Factories, and Workshops: or Industry Combined with Agriculture and Brain Work with Manual Work.” G.P. Putnam’s Sons. New York and London. 1913. Kropotkin, P. “Memoirs of a Revolutionist.” London. Swan Sonnenschein & Co. 1906. Kropotkin, P. “Mutual Aid: A Factor of Evolution.” New York. McClure Phillips & Co. 1902. Kropotkin, Peter Alexeievich. "Memoirs of a Revolutionist." Terrorism: Essential Primary Sources, edited by K. Lee Lerner and Brenda Wilmoth Lerner, Gale, 2006, pp. 11-13. Gale In Context: Opposing Viewpoints, link.gale.com/apps/doc/CX3456600019/GPS?u=mlin_n_melpub&sid=bookmark-GPS&xid=f35f5dcf. Accessed 23 Mar. 2026. Kropotkin, Peter. “Anarchism.” Encyclopedia Britannica 11th 1911. Kropotkin, Peter. “The Conquest of Bread.” New York. Vanguard Press. 1926. Macauley, David. "Anarchism." Encyclopedia of Environmental Ethics and Philosophy, edited by J. Baird Callicott and Robert Frodeman, vol. 1, Macmillan Reference USA, 2009, pp. 38-40. Gale In Context: Opposing Viewpoints, link.gale.com/apps/doc/CX3234100023/GPS?u=mlin_n_melpub&sid=bookmark-GPS&xid=d3a1d4db. Accessed 23 Mar. 2026. Montpetit, Mathilde. “Peter Kropotkin’s Memoirs of a Revolutionist (1899).” The Public Domain Review. 1/13/2026. https://publicdomainreview.org/collection/kropotkin-memoirs/ Moron, Gary Saul. “Kropotkin’s dead goose.” The New Criterion February 2022. Prince P. A. Kropotkin. Nature 106, 735–736 (1921). https://doi.org/10.1038/106735a0 Quinn, Adam. “’Abolish the Monopolizing of the Earth’: Nature, Science, and the Environmental Politics of Transnational Anarchism.” Radical History Review. Issue 145 (January 2023). DOI 10.1215/01636545-10063606 Saytanov, Sergey V. “The Anarchist Who Stood Up to Lenin and the Bolshevik Coup of October 1917.” History News Network. July 19, 2015. https://www.historynewsnetwork.org/article/the-anarchist-who-stood-up-to-lenin-and-the-bolshe Vollaro, Daniel. “When Anarchists Speak of Thoreau.” The Thoreau Society Bulletin, Spring 2016, No. 293 (Spring 2016). Via JSTOR. https://www.jstor.org/stable/44651625 Wills, Matthew. “Peter Kropotkin, the Prince of Mutual Aid.” JSTOR Daily. 2/4/2025. https://daily.jstor.org/peter-kropotkin-the-prince-of-mutual-aid/ See omnystudio.com/listener for privacy information.
In this episode, Madelyn O'Farrell sits down with Juan Aparicio, Co-Founder and CEO of Reshape Automation, to explore how AI agents are transforming industrial companies and what it really takes to deploy them successfully. Juan shares his journey from Siemens to Silicon Valley startups and ultimately founding Reshape to tackle the gap between massive automation potential and low actual robot adoption in U.S. manufacturing. They dive into the realities of robotics-as-a-service, why so many automation projects end up in the “robot graveyard,” and the critical role of process expertise and vendor partnerships. The conversation also covers the hype and limitations of humanoid robots in factories, and why deterministic, domain-specific AI agents are far better suited than generic copilots for high-stakes industrial use cases. Highlights from their conversation include: Introduction to Juan and Reshape Automation (0:36) How Reshape's AI Agents Are Designed, Deployed, and Improved (2:13) Juan's Journey From Spain to Siemens in the U.S. (3:45) Designing the “Factory Of The Future” at Siemens (7:04) Founding Reshape Automation to Tackle the Automation Gap (9:43) The Reality of Robotics as a Service For Manufacturers (11:12) Why So Many Automation Projects Fail in Factories (16:26) Empowering Local Vendors and Integrators With AI Agents (20:53) The Hype and Limits of Humanoid Robots in Industry (22:22) Where Humanoids Actually Make Sense in the Near Term (26:38) Why Deterministic, Domain-Specific AI Beats Generic Copilots (31:00) Ensuring 99.9% Reliability in Industrial AI Agents (35:48) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Peter Kropotkin was incredibly influential in the development of anarchism in the 19th and early 20th centuries. Part one of this subject focuses on the formative moments in his early life that contributed to his becoming an anarchist communist. Research: "Peter Alekseevich Kropotkin." Encyclopedia of World Biography Online, Gale, 1998. Gale In Context: Opposing Viewpoints, link.gale.com/apps/doc/K1631003701/GPS?u=mlin_n_melpub&sid=bookmark-GPS&xid=ed5ae018. Accessed 23 Mar. 2026. Adams, Matthew S. “Rejecting the American Model: Peter Kropotkin’s Radical Communism.” History of Political Thought , Spring 2014, Vol. 35, No. 1 (Spring 2014). https://www.jstor.org/stable/26227268 Avrich, Paul, Miller, Martin A. "Peter Alekseyevich Kropotkin". Encyclopedia Britannica, 4 Feb. 2026, https://www.britannica.com/biography/Peter-Alekseyevich-Kropotkin. Accessed 23 March 2026. Avrich, Paul. “Kropotkin in America.” International Review of Social History , Volume 25 , Issue 1 , April 1980 , pp. 1 – 34 DOI: https://doi.org/10.1017/S0020859000006192. Davis, Mike. “Kropotkin and Climate Change.” Transnational Institute of Social Ecology. 1/4/2018. https://trise.org/2018/01/04/kropotkin-and-climate-change/ Kinna, Ruth. “Kropotkin's Theory of Mutual Aid in Historical Context.” International Review of Social History , AUGUST 1995, Vol. 40, No. 2. Via JSTOR. https://www.jstor.org/stable/44583751 Kropotkin, P. “Fields, Factories, and Workshops: or Industry Combined with Agriculture and Brain Work with Manual Work.” G.P. Putnam’s Sons. New York and London. 1913. Kropotkin, P. “Memoirs of a Revolutionist.” London. Swan Sonnenschein & Co. 1906. Kropotkin, P. “Mutual Aid: A Factor of Evolution.” New York. McClure Phillips & Co. 1902. Kropotkin, Peter Alexeievich. "Memoirs of a Revolutionist." Terrorism: Essential Primary Sources, edited by K. Lee Lerner and Brenda Wilmoth Lerner, Gale, 2006, pp. 11-13. Gale In Context: Opposing Viewpoints, link.gale.com/apps/doc/CX3456600019/GPS?u=mlin_n_melpub&sid=bookmark-GPS&xid=f35f5dcf. Accessed 23 Mar. 2026. Kropotkin, Peter. “Anarchism.” Encyclopedia Britannica 11th 1911. Kropotkin, Peter. “The Conquest of Bread.” New York. Vanguard Press. 1926. Macauley, David. "Anarchism." Encyclopedia of Environmental Ethics and Philosophy, edited by J. Baird Callicott and Robert Frodeman, vol. 1, Macmillan Reference USA, 2009, pp. 38-40. Gale In Context: Opposing Viewpoints, link.gale.com/apps/doc/CX3234100023/GPS?u=mlin_n_melpub&sid=bookmark-GPS&xid=d3a1d4db. Accessed 23 Mar. 2026. Montpetit, Mathilde. “Peter Kropotkin’s Memoirs of a Revolutionist (1899).” The Public Domain Review. 1/13/2026. https://publicdomainreview.org/collection/kropotkin-memoirs/ Moron, Gary Saul. “Kropotkin’s dead goose.” The New Criterion February 2022. Prince P. A. Kropotkin. Nature 106, 735–736 (1921). https://doi.org/10.1038/106735a0 Quinn, Adam. “’Abolish the Monopolizing of the Earth’: Nature, Science, and the Environmental Politics of Transnational Anarchism.” Radical History Review. Issue 145 (January 2023). DOI 10.1215/01636545-10063606 Saytanov, Sergey V. “The Anarchist Who Stood Up to Lenin and the Bolshevik Coup of October 1917.” History News Network. July 19, 2015. https://www.historynewsnetwork.org/article/the-anarchist-who-stood-up-to-lenin-and-the-bolshe Vollaro, Daniel. “When Anarchists Speak of Thoreau.” The Thoreau Society Bulletin, Spring 2016, No. 293 (Spring 2016). Via JSTOR. https://www.jstor.org/stable/44651625 Wills, Matthew. “Peter Kropotkin, the Prince of Mutual Aid.” JSTOR Daily. 2/4/2025. https://daily.jstor.org/peter-kropotkin-the-prince-of-mutual-aid/ See omnystudio.com/listener for privacy information.
From the cities of the Dominican Republic to the streets of Washington Heights to the heart of Brooklyn's most dangerous neighborhoods, this is the untold story of Adam Diaz — a teenage immigrant who rose to become one of New York's most powerful cocaine kingpins. By just 18 years old, Diaz had already made his first million. Within a year, he was moving dozens of kilos a day through a network of bodegas, hidden stash houses, and underground tunnels — building an empire that generated millions of dollars weekly. His operation stretched across boroughs, fueled by direct connections to Colombian suppliers and protected by corruption at the highest levels, including ties to dirty NYPD officers. But behind the wealth, power, and influence was a world of constant violence, paranoia, and survival. Shootouts in broad daylight, rival crews, federal investigations, and betrayals from within — every move carried deadly consequences. This conversation dives deep into the rise, expansion, and eventual downfall of Adam Diaz's drug empire, revealing how the crack era, systemic corruption, and street economics created a perfect storm for one of the most explosive criminal careers of the 1980s. From million-dollar days to federal prison sentences, this is a raw and unfiltered look at ambition, risk, and the true cost of the drug game. Go Support Adam! https://kingofbrooklyn.weebly.com/ This Episode Is #Sponsored By The Following: Hims! To get simple, online access to personalized, affordable care for ED, Hair Loss, Weight Loss, and more, visit https://hims.com/connect Prescription required. See website for details and important safety information. Sildenafil is the generic version of Viagra®. Viagra® is a registered trademark of Viatris Specialty LLC. Hims is not affiliated with or endorsed by Viatris. Shopify! It's time to turn those “What Ifs” into with Shopify today. Sign up for your one-dollar-per-month trial today at https://shopify.com/mitchell Ava! Take control of your credit today. Download the Ava app, and when you join using MY promo code CONNECT20, you'll get 20% off your first year—monthly or annual, your choice. Join The Patreon For Bonus Content! https://www.patreon.com/theconnectshow 00:00 Adam Diaz's Rise: Making a Million at 18 02:00 From Dominican Republic to NYC: Early Life 05:30 Dominican Drug Dealers in New York 10:00 Washington Heights & NYC Drug Scene 16:58 This Episode Is Sponsored By Hims! 18:29 Getting into the Game: Family Ties 22:00 First Bodega Hustles and Street Fights 26:00 Taking Over the Drug Spot 29:40 This Episode Is Sponsored By Shopify! 31:56 Scaling Up: Building the Network 35:00 Supply Chains: Colombian Connections 41:00 The Bodega Operation: Logistics & Hidden Tunnels 47:00 Expansion: Multiple Bodegas, Factories & Staff 50:17 This Episode Is Sponsored By Ava! 51:39 Dealing with Cops and Corruption 01:00:00 Major Busts, Stick-Ups, and Surviving Shootouts 01:05:00 Wholesale Moves & Dealing with Competition 01:14:00 Importing Direct: Wanting to Be the Plug 01:18:00 Peak Operations: Moving Serious Weight 01:22:00 Paying Off Police & Dirty Cops in the Mix 01:27:00 Violence, Loyalty, and Surviving Attacks 01:34:00 Going Global: Importing and Losing Millions 01:43:00 The Fall: Getting Caught and Beating the Case 01:51:00 Court Drama and Plea Bargain 01:59:00 Family Reactions and Reflection 02:04:00 Sentencing and Aftermath 02:09:00 Present Day: Life After the Drug Game Learn more about your ad choices. Visit podcastchoices.com/adchoices
Simon Willison is a prolific independent software developer, a blogger, and one of the most visible and trusted voices on the impact AI is having on builders. He co-created Django, the web framework that powers Instagram, Pinterest, and tens of thousands of other websites. He coined the term “prompt injection,” popularized the terms “AI slop” and “agentic engineering,” and has built over 100 open source projects, including Datasette, a data analysis tool used by investigative journalists worldwide. What makes Simon unique is that he's made the leap from traditional software engineering to AI-native development more fully and visibly than almost anyone—and he's been documenting everything he learns in real time on his blog, SimonWillison.net.In our in-depth conversation, Simon shares:1. Why November 2025 was the inflection point when AI coding agents crossed from “mostly works” to “actually works”2. How Simon writes 95% of his code from his phone now and why he's mentally exhausted by 11 a.m.3. Why mid-career engineers (not juniors) are most at risk right now4. The three agentic engineering patterns Simon uses daily (red/green TDD, templates, hoarding)5. The next leap: the “dark factory” pattern where nobody writes or reviews code and AI does its own QA6. Why prompt injection is an unsolved security problem and the “lethal trifecta” that will likely lead to an AI Challenger disaster7. Why the pelican riding a bicycle became the unofficial benchmark for AI model quality—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUsVanta—automate compliance, manage risk, and accelerate trust with AI—Episode transcript: https://www.lennysnewsletter.com/p/an-ai-state-of-the-union—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Simon Willison:• X: https://x.com/simonw• LinkedIn: https://www.linkedin.com/in/simonwillison• Website: https://simonwillison.net• Agentic Engineering Patterns: https://simonwillison.net/guides/agentic-engineering-patterns—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Simon Willison(02:40) The November 2025 inflection point(08:01) What's possible now with AI coding(10:42) Vibe coding vs. agentic engineering(13:57) The dark-factory pattern(20:41) Where bottlenecks have shifted(23:36) Where human brains will continue to be valuable(25:32) Defending of software engineers(29:12) Why experienced engineers get better results(30:48) Advice for avoiding the permanent underclass(33:52) Leaning into AI to amplify your skills(35:12) Why Simon says he's working harder than ever(37:23) The market for pre-2022 human-written code(40:01) Prediction: 50% of engineers writing 95% AI code by the end of 2026(44:34) The impact of cheap code(48:27) Simon's AI stack(54:08) Using AI for research(55:12) The pelican-riding-a-bicycle benchmark(59:01) The inherent ridiculousness of AI(1:00:52) Hoarding things you know how to do(1:08:21) Red/green TDD pattern for better AI code(1:14:43) Starting projects with good templates(1:16:31) The lethal trifecta and prompt injection(1:21:53) Why 97% effectiveness is a failing grade(1:25:19) The normalization of deviance(1:28:32) OpenClaw: the security nightmare everyone is looking past(1:34:22) What's next for Simon(1:36:47) Zero-deliverable consulting(1:38:05) Good news about Kakapo parrots—References: https://www.lennysnewsletter.com/p/an-ai-state-of-the-union—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com
Once synonymous with Europe's past wars and fading heavy industry, the tank factory has re-emerged as one of the continent's most guarded and politically charged symbols amid rearmament, strategic anxiety, and a renewed push for deterrence on NATO's eastern flank. In this special exclusive episode, Michael and two special guests are granted rare access inside one of Europe's most secretive tank factories to examine the newest generation of armoured vehicles now moving into production. From armour protection and fire control to manufacturing timelines, battlefield doctrine, and the industrial logic behind Europe's current defence buildup, the visit offers a close look at how these platforms are being designed, built, and sold as part of a broader strategy of containment. But behind the polished production lines and bold promises lies a deeper set of questions about scale, readiness, and whether Europe's industrial base can actually deliver what its strategic environment now demands. After the tour, the panel sits down to discuss the specifications, the doctrine, and the role this new generation of tanks is likely to play in Europe's military posture. - James Ker-Lindsay (Prof. James Ker Lindsay) - David Schroeder (The Cold War) Follow the show on https://x.com/TheRedLinePod Follow Michael on https://x.com/MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepodcast Submit Questions and Join the Red Line Discord Server at: https://www.theredlinepodcast.com/discord For more info, please visit: https://www.theredlinepodcast.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
David Ulevitch speaks with Chris Power, founder and CEO at Hadrian, and Vice Admiral Robert Gaucher, the Pentagon's first direct reporting portfolio manager for submarines, at the opening of Hadrian's Factory Four in Cherokee, Alabama. They discuss the state of America's submarine industrial base, why the Navy now needs more than five times the manufacturing capacity it had a decade ago, and how software-driven factories and a new workforce can close the gap. Resources: Follow Chris Power on LinkedIn: https://www.linkedin.com/in/powerc/ Follow VADM Robert Gaucher on LinkedIn: https://www.linkedin.com/in/robertgaucher/ Follow David Ulevitch on X: https://x.com/davidu Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.