POPULARITY
Het internet heeft geen baas. Toch kun je het verbouwen. Als je maar lang genoeg blijft uitleggen waarom die post-it groter moet. Job Snijders wil het internet veranderen, letterlijk. Samen met Niels Raijer van Fusix Networks legt hij uit hoe een te klein nummerveld in BGP uitgroeide tot een wereldwijd project. De oplossing was bijna beledigend simpel: grotere post-its voor internetrouters. Alleen moest Job daarvoor wel fabrikanten, programmeurs en netwerkbeheerders meekrijgen. Daarna duiken we in RPKI, waarmee providers controleren of internetverkeer de juiste kant op gaat. Een half miljoen kleine bestandjes synchroniseren blijkt lastiger dan het klinkt. Jobs nieuwe Erik-protocol gebruikt Merkle trees om dat slimmer te doen, maar liep in China alsnog vast op de praktijk. Tussen de afkortingen door ontstaat een veranderrecept dat ook buiten internet werkt: kies een probleem waar je om geeft, houd je oplossing klein en zorg dat anderen hem echt kunnen proberen.Over Job SnijdersJob Snijders is internetprotocolontwikkelaar bij BSD Software Development. Hij werkte eerder bij NTT en Fastly en draagt bij aan onder meer OpenBGPD, rpki-client en internetstandaarden binnen de IETF. In dit gesprek vertelt hij hoe BGP Large Communities en het Erik-protocol van een ergernis naar een gezamenlijke oplossing groeien. Website: https://www.bsd.nl/Profiel en projecten: https://instituut.net/~job/ Over Niels RaijerNiels Raijer is oprichter en CTO van Fusix Networks, waar hij netwerken ontwerpt en internetverbindingen voor klanten verzorgt. Hij werkte eerder bij Demon Internet en schreef mee aan het Juniper-boek Day One: Deploying BGP Routing Security. Aan tafel laat hij zien wat nieuwe internetstandaarden betekenen voor een provider die ze dagelijks gebruikt. LinkedIn: https://www.linkedin.com/in/niels-raijer-733156/Website: https://www.fusix.nl/ In deze aflevering0:00:00 Intro: het internet veranderen en Randals iPhone-dilemma0:07:19 NLNOG: het mensennetwerk achter het internet0:13:04 BGP uitgelegd met post-its voor routers0:23:02 Grotere communities, zes maanden overtuigen0:45:36 Een half miljoen bestandjes en een berg wachttijd0:55:34 Waarom je voor het nieuws van vandaag gisteren moet downloaden1:04:40 Merkle trees en de praktijkproef achter de Chinese firewall1:16:06 Erik: een internetprotocol als eerbetoon1:20:11 Luistervraag van Tjerk Jan: kan Erik ook rsync vervangen?1:23:48 Verandering begint bij een probleem dat je raaktGenoemd in deze aflevering NLNOG Day 2026 (https://nlnog.net/events/nlnog-day-2026/), Het evenement dat de aanleiding vormde voor dit gesprekBGP Large Communities, RFC 8092 (https://datatracker.ietf.org/doc/rfc8092/), De standaard voor grotere labels aan internetroutesErik Synchronization Protocol (https://datatracker.ietf.org/doc/draft-ietf-sidrops-rpki-erik-protocol/), De specificatie in ontwikkeling voor snellere RPKI-synchronisatierpki-client (https://www.rpki-client.org/), Open source software voor het controleren van RPKI-dataFusix Podcast (https://www.fusix.nl/podcast/), Meer gesprekken over de praktijk van internetnetwerken Tips van de tafelJob Snijders: Kies een probleem waar je zelf om geeft: als verandering jaren duurt, moet je het verhaal nog steeds graag willen vertellen. Niels Raijer: Bespreek het probleem met anderen voordat je de oplossing in je hoofd al helemaal hebt afgebouwd. Job Snijders: Laat een werkend prototype op verschillende netwerken testen; wat in Amsterdam snel is, kan in China vastlopen.See omnystudio.com/listener for privacy information.
Nokia stock surged on Nvidia's investment and AI RAN hype — then gave much of it back. We ran the numbers on NOK's Q2 2026 earnings to see if the sell-off is a buying opportunity or a warning sign.Nokia (NOK) has become one of 2026's most talked-about telecom equipment names after Nvidia's strategic investment and growing buzz around 6G and AI RAN (Radio Access Network) infrastructure. In this episode, we break down Nokia's Q2 2026 earnings, including the misleading telecom revenue chart, the real growth driver (AI and cloud products, up 105% year-over-year vs. just 4% for legacy telecom), and how the Infinera and Fenix Group acquisitions are repositioning Nokia as a vertically integrated optical communications and data center supplier.We also compare Nokia's free cash flow margin against internet infrastructure peers Cloudflare, Akamai, and Fastly, then run a reverse DCF to see what profit growth rate is already priced into the stock at a $55–56 billion market cap. With shares down significantly from 2026 highs, we explain why we're staying on the sidelines for now — and the price level where Nokia would become interesting again.TIMESTAMPS0:00 - New Research Platform & Live Event Announcement1:15 - CDN Series Wrap-Up: Why We're Holding Cloudflare2:00 - Nokia's Acquisition Spree: Fenix, Rapid, Infinera4:00 - Selling Fixed Wireless Access to Inseego5:00 - Q2 2026 Slide Deck: The Nvidia Investment Effect6:15 - The Misleading Telecom Revenue Chart7:30 - Real Growth Driver: AI and Cloud Up 105% YoY9:00 - Guidance, Margins, and Peer Comparison (CDN Stocks)11:20 - Reverse DCF: What Growth Rate Is Priced In?14:00 - Verdict: Why We're Passing (For Now) and Our Watch Price—Live event — new research platform sneak peek: join us Monday, September 7, 2026 at 7:00 AM Pacific for a live look at the new Chip Stock Investor research platform. Zoom: https://chipstockinvestor.zoom.us/j/98264538517?pwd=Hu3DuPQooFYZa7tYujMzUQcrAOIk6L.1 — or catch it live and on replay on our YouTube livestream.If you want the reasoning behind more names like this one, Semiconductor Insider covers the process in more depth. Get access to all our research, weekly live Q&A events, and a growing set of tools to build your process: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI doesn't own shares of Nokia.
Fastly's revenue just re-accelerated into the mid-20% range — but our reverse DCF says the stock still needs 22%+ FCF growth for a decade to justify $26. Here's why that's a hard pass for now.Part 3 of our CDN series puts Fastly under the microscope after comparing it against Cloudflare and Akamai. We walk through our full investment thesis checklist — supply chain position, technology stickiness, revenue model, and capital structure — before running a reverse DCF on Fastly's free cash flow per share.Revenue growth has re-accelerated, and operating margins are improving, but GAAP profitability still lags Cloudflare, stock-based compensation remains elevated relative to revenue, and share dilution is running well above our target threshold. We also look at customer stickiness — including the loss of a major account to Cloudflare — as a proxy for platform depth and competitive moat.The result: Fastly lands on our watchlist rather than our buy list, with a price level flagged for renewed interest if shares pull back meaningfully. We close the series by connecting CDN infrastructure to the broader AI infrastructure buildout, and how a small CDN/cybersecurity basket — anchored by Cloudflare — fits inside a semiconductor and infrastructure-focused portfolio.Research-backed analysis, not a stock tip. Always do your own due diligence.—Members of Semiconductor Insider get our complete company-by-company research, valuation models, and portfolio allocation notes on Cloudflare, Akamai, and Fastly, plus weekly live Q&A and a growing set of tools to build your process: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI doesn't own shares of Fastly.
Cloudflare is growing 30%+ a year — but our supply chain mapping shows a warning sign most investors are missing.In this deep dive, we map the entire CDN supply chain — from hyperscaler and neocloud infrastructure down to enterprise software and e-commerce end markets — using our new Custom Supply Chain research tool. We break down where Cloudflare, Akamai, and Fastly actually sit relative to vertically integrated competitors like AWS, Microsoft, and Google, all of whom now run in-house CDNs.We cover how neoclouds like CoreWeave and Nebius fit into the AI infrastructure picture, why DigitalOcean's CDN relationship with Cloudflare matters, and which enterprise software names (Salesforce, ServiceNow, SAP, Palo Alto Networks) rely on which providers. Then we use the mapping to evaluate competitive positioning, pricing power, and where profit is actually accruing in the data center and cloud infrastructure ecosystem.If you're researching Cloudflare, Akamai's turnaround potential, or Fastly's multi-CDN diversification thesis, this framework will change how you evaluate these names.Members of Semiconductor Insider get our complete company-by-company research, valuation models, and portfolio allocation notes on Cloudflare, Akamai, and Fastly, plus weekly live Q&A and a growing set of tools to build your process: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI owns shares of Cloudflare.
CDNs have quietly become one of the most important layers of internet and AI infrastructure, moving everything from website traffic to large-scale AI data transfer. In this episode we compare the three public leaders — Cloudflare (NET), Akamai (AKAM), and Fastly (FSLY) — on revenue growth, gross margin, operating margin, free cash flow margin, and balance sheet strength.We also give you a first look at the new Chip Stock Investor research dashboard, launching in September at chipstockinvestor.com. The CDN comparison is the demo: everything you hear us pull up, you'll be able to run yourself.A few things that stood out:Cloudflare, another 30%+ quarter (33.5% growth) with net cash, but trading near 40x sales at a $110B+ market cap. Akamai is larger by revenue, but carrying $4.2B in net debt after an acquisition-led push into cloud infrastructure.Fastly, growth re-accelerated past 20%, putting the smallest of the three back in the value conversation.Full company-by-company research, valuation models, and portfolio allocation notes go live for Semiconductor Insider members in September: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorChapters:(0:00) Why the CDN market matters for AI infrastructure(1:00) What a CDN actually does(3:00) How each company differentiates: security, compute, observability(3:45) Live dashboard: market cap and revenue(4:00) Revenue growth: Cloudflare's 33.5% vs. Akamai's slowdown(5:00) Margins that matter: gross, operating, free cash flow(6:00) Balance sheet: net cash vs. Akamai's $4.2B net debt(6:30) Long-term revenue trajectory(7:00) Cloudflare valuation: is 40x sales too rich?(8:00) Portfolio moves: trimming Cloudflare, Akamai's turnaround, Fastly's upsideCSI owns shares of Cloudflare. Content is for general information or entertainment only and is not individual investment advice. All investing involves risk, and you could lose some or all of your principal.
Renegade Thinkers Unite: #2 Podcast for CMOs & B2B Marketers
Sales has one clean tell for whether it trusts marketing. Timing. Bring marketing in late, and partnership turns into a very polite scramble. The field has moved, the campaign needs context, and sales is working leads without the story that made them worth chasing in the first place. Trust grows when marketing stays close enough to hear the objections, spot the stalls, and change the work while there's still time to help. In this episode, Drew is joined by Ellina Shinnick (HUB), Joan Jenkins (Fastly), and Sara Braun (FORTA) to look at where marketing belongs inside the sales rhythm. Their examples ground partnership in the weekly decisions, shared numbers, and field-ready enablement that turn marketing from a separate function into a stronger growth partner. In this episode: Ellina shows how HUB embedded marketing in weekly sales leadership meetings, creating faster pivots, clearer lead ownership, and a 3x lift in conversion Joan explains why Fastly keeps marketing accountable through pipeline creation, progression, and revenue instead of stopping at the lead handoff Sara shares how field visits, customer input, and rep feedback helped FORTA build sales playbooks around the accounts and moments that mattered most Plus: How CMO-CRO behavior sets the tone for sales-marketing alignment How AEO, AI content, and recorded calls surface new customer signals What marketing needs from sales, from honest feedback to field activation Why speed and flexibility matter more than rigid annual plans Listen in for how B2B CMOs can build stronger sales partnerships, improve pipeline accountability, and make marketing more useful from first signal to final outcome. For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/
David Hornik is the Founding Partner of Lobby Capital, an early-stage venture firm built on concentrated, conviction-driven investing. Before founding Lobby, he spent 20 years as a General Partner at August Capital, where he was the earliest investor in Splunk and backed companies like WePay, Bill.com, and Fastly.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comIn this episode we cover:→ Why three out of four VC firms couldn't raise a fund last year — and why Lobby Capital did→ 2000 vs. today: the one structural difference that makes this AI cycle harder to navigate→ Dancing among giants — what it takes for startups to survive next to Google, Meta, and Microsoft→ The two deals that got away: LinkedIn, Uber, and the lessons that came out of missing them→ Why Lobby Capital passed on Airbnb's Series A — and has never used a formal voting system since→ Splunk and big data — betting on a problem nobody else was talking about in 2004→ The exit landscape: mega IPOs, a record M&A market, and why liquidity may not reach everyoneLinks:Lobby Capital: https://lobby.vcConnect with David on X: davidhornikConnect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10XSubscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comTimestamps:(00:00) - Preview (00:48) - Guest Introduction: David Hornik, Founding Partner at Lobby Capital (02:32) - Fundraising for Lobby Fund Two in a Tough LP Market (03:57) - Key Learnings from Fundraising: Fund One vs. Fund Two (05:45) - Comparing the Current Market to the 2000 Dot-Com Bubble (09:15) - The Current Sentiment-Driven Correction in AI Markets (10:27) - On Irrational Valuations and the "SaaS-pocalypse" (13:05) - Strategies for Startups: Finding a Proprietary Position (15:17) - Why Lobby Capital Avoids Late-Stage Special Opportunity Funds (16:45) - Learning from Passing on LinkedIn and Uber (21:23) - The Importance of Being Valuation Sensitive (24:15) - Backing Unconventional Founders and the Airbnb Miss (27:41) - The Splunk Investment: Solving a Real, Unseen Problem (30:16) - Lobby Capital's Conviction-Driven Model Without Formal Voting (32:45) - Building Psychological Safety with Founders Remotely (35:30) - The Current Exit Landscape: A Tale of Two Cities (39:03) - The Playbook for Supporting an Overwhelmed Founder (42:02) - Contrarian Take: The Real Opportunity is in Empowering Humans (43:45) - Rapid Fire Round Begins (43:58) - Investment Focus: Great People Solving Problems with Software (44:28) - Typical Investment Stage: First Professional Money In (44:45) - Why Lobby Capital Always Leads Rounds (45:42) - Typical Initial Check Size (46:08) - How Founders Can Get in Touch (46:32) - Where to Follow David and a Tribute to Om Malik
In this episode of ACM ByteCast, our special guest host Scott Hanselman (of The Hanselminutes Podcast) welcomes ACM Queue Editorial Board member Kelly Shortridge, Chief Product Officer at Fastly, where she previously served as VP of Security Products. Shortridge is the author of Security Chaos Engineering: Sustaining Resilience in Software and Systems (O'Reilly). An accomplished product executive, software innovator, and internationally recognized technical expert on resilience in complex systems, she is known for the application of behavioral economics, resilience, and DevOps principles to cybersecurity, and modernizing security programs. In the Kelly explains that security chaos engineering is really about resilience engineering—building systems that can recover quickly from inevitable failures. She makes an argument that organizations should prioritize adaptability, redundancy, and recovery over prevention, and encourages greater collaboration between security and platform engineering teams. The wide-ranging conversation covers “metrics theater,” the cost-resilience tradeoff, why software has unique advantages for simulation that we're not leveraging, and where LLMs fit (and don't fit) in security workflows.
This week, we discuss a wild week in infrastructure news, with Akamai, Fastly and Cloudflare reporting earnings, sending all three companies' stock up or down by at least 30%. We detail Cloudflare's announcement that it will lay off over 1,100 employees, Akamai's new $1.8 billion seven-year contract for Cloud Infrastructure Services for AI modeling, and Wall Street's lack of understanding of the CDN business. We highlight reports suggesting that contracts involving Anthropic and OpenAI now account for more than half of the $2 trillion in backlogs at major cloud providers, and how Google and Amazon reported a surge in profits in their Q1 earnings, based on the valuation of the stock they bought in Anthropic, and not any actual net profit.We also detail the latest numbers you need to know from WBD, Disney, and Fubo earnings, and how, with WBD no longer breaking out streaming subs and Fubo no longer breaking out Hulu+ Live TV subs, it's now almost impossible to compare the growth of DTC services quarter-to-quarter. Finally, we break out the pay TV losses by Optimum, and discuss the unconfirmed reports that Netflix will get two additional NFL games starting in the 2026-27 season. Finally, we highlight Sky Sports' announcement that it will remain the exclusive home of Formula 1 in the UK and Ireland until 2034, and in Italy until 2032, which keeps Apple from getting the rights to stream F1 content in those countries.Podcast produced by Security Halt Media
Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate und auf der hauseigenen European Investor Exchange, die genau auf Privatanleger zugeschnitten ist. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Planet Fitness crasht. Whirlpool pausiert Dividende. Zoetis verliert, denn Tierbesitzer sparen. Fastly stürzt trotz starkem Wachstum. Datadog & Fortinet profitieren von KI. Arm kämpft mit Engpässen. Rheinmetall will Kieler Werft. Südkorea wächst. Hawkeye 360 geht an Börse. McDonald's (WKN: 856958) startet Craft-Drinks mit Boba, Cold Foam und Red Bull. Mega-Margen, aber passt das zur Drive-Thru-Geschwindigkeit? Und kauft die Zielgruppe, die grade wegbricht, wirklich 5-Dollar-Drinks? Dutch Bros (WKN: A3C28Y) macht 500 Mio. $ mit Energydrinks und wächst 30%. Neue Konkurrenz durch Starbucks und McDonald's? Das Management sagt: kein Effekt. Die Bewertung mit 10 Mrd. $ bleibt aber sportlich. Diesen Podcast vom 08.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kelly Shortridge, author of "Security Chaos Engineering: Sustaining Resilience in Software and Systems" and CPO at Fastly, joins Scott for an ACM ByteCast joint episode about why security should be designed for failure rather than prevention. From airplane coffee makers causing critical failures to squirrels being the real "advanced persistent threat" to power grids, Kelly makes the case that no system is perfectly secure — and the teams that feel most in control are often the least prepared. The conversation covers metrics theater, the cost-resilience tradeoff, why software has unique advantages for simulation that we're not leveraging, and where LLMs fit (and don't fit) in security workflows.
Things that rarely happen in the market happen all the time – it may be an oxymoron, but it’s true. Just take it from Don Vandenbord as he leads the b-team filling in for Dan this week to talk about space stocks big boost following the successful landing of the ARTEMIS II mission, review a few names we missed off the lows in Coreweave and Intel, and talk about a couple of bleeding-edge AI stocks following some big action this week at Fastly and Akami. In this video for educational purposes only, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas, host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Opening Bell 04:00 – Identifying Key O’Neill Signals 101 08:00 – This Week in the Markets 12:00 – A Basket of High-Octane Space Stocks – UFO, SATS, PL, LNR 19:30 – Names We Missed off the Lows – CRWV, NBIS, INTC 25:00 – Bleeding-Edge AI Companies – FSLY, NET, AKMI The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post RIDE THE WAVE! HIGH-OCTANE AI & SPACE STOCKS SOAR | Your Money Podcast Ep. 587 appeared first on Revere Asset Management.
Federal Tech Podcast: Listen and learn how successful companies get federal contracts
In the 1990's, the World Wide Web was so popular that it was facetiously called the Worldwide Wait. Centralized servers handled a small workload but bogged down as volumes increased. As a result, Content Delivery Services sprang up to distribute the workload worldwide. By 2001, large news organizations could manage unpredictable increases in traffic. The past decade saw a drastic increase in traffic and threats to it. During the interview, Omeed Nosarti describes how companies like Fastly began offering proprietary methods to deliver content faster. Nasrati highlights Fastly's proprietary technologies, such as Smart Parse, which reduces false positives in web application firewalls (WAFs), and its network architecture optimized for low latency and high cache hit ratios. Included in this conversation is the appearance of many remote points on many federal networks. These can function by increasing the attack surface and including the possibility of attacking the Application Programming Interface (API). Nasrati also mentions Fastly's API security features, including schema enforcement and discovery, and its significant ROI in terms of infrastructure and human capital costs. Nasrati emphasizes the importance of real-time traffic analysis and the evolving nature of DDoS attacks. Connect to John Gilroy on LinkedIn https://www.linkedin.com/in/john-gilroy/ Want to listen to other episodes? www.Federaltechpodcast.com
This week, I discuss my review of Peacock's Super Bowl stream, which was executed flawlessly, along with some of the limited viewership numbers released to date. I also detail the new live TV bundles from YouTube TV, the launch of HBO Max in the UK and Ireland and a new bundle from Sky that includes Disney+, HBO Max, Netflix, and Hayu. I cover earnings results from Roku (full-year revenue up 15%), AMC Networks (AMC+ price increase), Optimum (lost 49,000 pay-TV subs), Amagi (which had its IPO last month) and positive earnings from Fastly and Cloudflare, with Fastly stock up 116% in the week of earnings.Finally, with the hyperscalers projected to collectively spend close to $700 billion in capex in 2026, I break down what we are seeing in the bond market for their capital raise, the risks, and why analysts expect free cash flow to plummet this year.Podcast produced by Security Halt Media
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über über KI-Panik in der Logistik-Branche, Sensationszahlen für Arista Networks und Silberstreif für Coinbase. Außerdem geht es um CBRE, C.H. Robinson, Expeditors, DSV, Kühne & Nagel, Algorhythm Holdings, Microsoft, Alphabet, Amazon, Cisco, Apple, Lenovo, Applied Materials, Pinterest, Draftkings, Fastly, Heidelberg Materials, Holcim, Deutsche Telekom, T-Mobile US, Mercedes-Benz, Uber, Tesla, BYD, Nio, Xiaomi, Hermes, LVMH und NXP. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Dividende automatisch reinvestieren. In fast 4.500 Aktien per Sparplan investieren. Das alles geht bei Scalable Capital. Hier mehr erfahren. Hier teilen wir spontane Events & Meetups. https://whatsapp.com/channel/0029VbBhCOi3gvWVkB5cvc23 Samsung schlägt Micron. Crocs gewinnt trotz HeyDude. Siemens & Fastly = KI-Plays. Adyen verliert Großkunden. Stahl kostet Thyssenkrupp. Magnum Ice Cream verliert wegen Abnehmmedikamenten. Fielmann mit Dividende. Ein kleiner Börsen-Neuling hat seit Mai 150% gemacht und kontrolliert eine Nische in der Energiewende. Wir schauen uns an, was Pfisterer (WKN: PFSE21) neben Siemens Energy (WKN: ENER6Y) und Friedrich Vorwerk (WKN: A255F1) so besonders macht. Über Investor AB (WKN: A3CMTG) kontrolliert die Wallenberg-Familie knapp 40% von Schwedens börsennotierten Firmen. Mit der Holding schlagen sie seit 15 Jahren in Folge den Markt. Jetzt steht ein Generationswechsel bevor. Das ist ein Risiko. Diesen Podcast vom 13.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
What does it really take to build a treasury function from the ground up in a fast-moving tech company? And why is the mindset of “Fix the Now, Plan for Next” a game-changer for treasury leaders navigating scale and uncertainty?In this episode, we sit down with Michael Scott, Senior Director of Treasury at Toast, whose impressive resume spans industry giants like Dell, HomeAway, Expedia, Dropbox, and Fastly.Michael Scott is the Senior Director of Treasury at Toast where he leads global liquidity, capital markets, investments, and risk management. He's built his career around scaling treasury functions, strengthening financial resilience, and advancing automation across fast-growing technology companies.Before joining Toast, Michael led treasury teams at Dropbox, Fastly, Expedia, and Dell.His story is a masterclass in building, scaling, and future-proofing treasury teams that don't just survive - but thrive - through rapid change and disruption.In this conversation, Michael walks us through his approach to starting up treasury from scratch, shares how he led Expedia's treasury response to the COVID-19 crisis, and explains how those lessons are shaping his leadership at Toast today.What We Cover in This Episode:Michael's unconventional entry into finance from a career in radio and mediaHow his MBA experience clarified his path into corporate treasuryLessons from Dell's treasury team and its emphasis on mentorship and rotationBuilding a treasury function from the ground upHow Michael led the treasury response to COVID-19 at Expedia, helping raise $4B in capitalTransitioning to Dropbox and leading a cost-saving transformation projectWhy Toast's growth stage required hiring for scale and embedding a strategic mindsetHow Michael assesses treasury talent and builds high-performing teamsHis approach to implementing treasury technology and evaluating TMS platformsThe leadership shift from being a hands-on doer to managing parallel transformation streamsMichael's advice for junior finance professionals entering the treasury worldYou can connect with Michael Scott on LinkedIn.---
One of the major challenges of today's environments is the rising tide of bots, with generative AI driving a new era of the technology.Bots have been a part of the internet since at least the 1990s but recent technological advancements have swollen their number exponentially. Some of these net dwellers are benign, others are malicious, and some sit somewhere in between. But no matter what category they fall into, they can all cause problems for businesses. How much of an issue is this for businesses and what can they do to mitigate it? In this special discussion, in association with Fastly, Jane speaks to Marshall Irwin, chief information security officer (CISO) at Fastly, to discover more about how organizations can protect themselves from the risks of bots.
This week, we highlight the NFL's distribution strategy during the Christmas holiday, with five games played, none of which will be broadcast nationally on broadcast TV, during some of the year's largest viewership windows. We cover the news that Instagram is launching an app for TVs, rolling out first on Amazon's Fire TV devices in the U.S. and suggest that many in the media are making this out to be bigger CTV ad news than it is, when selling ads in an 8-minute video on YouTube and a 15-second video on Instagram are very different.We detail how Amazon Prime Video has removed AI recaps from certain shows after users reported errors and why AI is absolutely overhyped in its deployment in the streaming video stack, with almost no examples of how well it works, what it costs to implement, or proof that it works at scale. Finally, we cover the latest news about YouTube, ESPN, Netflix, JioStar, Crunchyroll, FIFA, Brightcove, and Fastly.Podcast produced by Security Halt Media
London's tech scene is awash with fresh investment as AI startups and fintech innovators pull in major funding rounds. We break down what this wave of cash means for the future of jobs and housing, amid London's booming AI ecosystem.Plus, AI data scraping battles are intensifying. With lawsuits flying, we speak to Fastly co-founder Simon Wistow about the escalating fight over how AI companies use online content.Also in this episode:Google releases Gemini 3, rolling advanced AI tools directly into SearchNASA tracks a rare interstellar comet as it passes through our solar systemPhysicsX, a London “physical AI” startup, has just extended its Series B to more than £117 millionLondon fintech SAPI raises £60m to support small businesses with flexible repayment tools.Rent-to-own platform Keyzy secures funding to buy £130m in homes for aspiring first-time buyersAll that, plus the latest from London's thriving tech and science scene, in today's Tech & Science Daily. Hosted on Acast. See acast.com/privacy for more information.
This week, we detail Amazon's confirmation that it has started blocking sideloaded apps on Fire TVs that it deems are being used for piracy, in an effort to restrict users from accessing pirated content. We also discuss ITV's confirmation that it is in talks with Comcast-owned Sky about a potential acquisition of its broadcast business, valuing the company at £1.6 billion. We review the latest financial numbers and subscriber counts from Q3 earnings reported by WBD (HBO Max), Xperi, EchoStar (Sling TV), Altice, and AMC Networks, and highlight the strong earnings results from Akamai and Fastly.Note: I incorrectly stated 'Hulu+ Live TV' when I meant to say 'YouTube TV', and on a second occasion, I meant to say 'YouTube' instead of 'Amazon'. My apologies for the confusion.Podcast produced by Security Halt Media
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Erschöpfungstendenzen bei Tech-Titeln, eine krasse Rallye bei DHL und eine nächtliche Warnung für die Autoindustrie. Außerdem geht es um JPMorgan, Goldman Sachs, Rocket Lab, Robinhood, Opendoor, Palantir, Qualcomm, Nvidia, Amazon, Meta, DoorDash, Apple, Alphabet, Take Two Interactive, Airbnb, Expedia, Monster Beverage, Datadog, Fastly, Heidelberg Materials, Commerzbank, Zalando, Deutsche Börse, Hochtief, Lanxess, Peloton, Tesla, Nexperia, Bosch, ZF, Nissan, Hyundai, Virtune Stablecoin Index ETP (WKN: A4AQH5). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über eine mögliche Zollklatsche, den Absturz bei Super Micro Computer und einen KI-Geldsegen für Snap. Außerdem geht es um Arista Networks, AMD, Intel, Qualcomm, Duolingo, BMW, Siemens Healthineers, Hellofresh, Aixtron, Vonovia, Zalando, AboutYou, Applovin, ARM Holding, Doordash, Robinhood, IonQ, Fastly, Lyft, Tesla, Palantir, Apple, Microsoft, Nvidia, Dell, BlackRock, Vanguard, iShares MSCI EMU Mid Cap (WKN: A1W370), Amundi SDAX (WKN: ETF195), iShares Euro Stoxx Mid (WKN: A0DK6Y), iShares MSCI AC Far East ex Japan Small Cap (WKN: A0Q1YZ), iShares Stoxx Europe Mid 200 (WKN: 593399), iShares Euro Stoxx Small (WKN: A0DK61). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Idag gästas vi av Kelly Shortridge, internationell cybersäkerhetsexpert och VP of Security Products på Fastly. Vi pratar om hur AI botar nu genererar mer trafik än människor på webben, vad det innebär för företag och medier och varför den växande bottrafiken kan bli ett existentiellt hot för vissa affärsmodeller. Vi diskuterar även cybersäkerhet och hur företag bör tänka kring säkerhet generellt. Glöm inte prenumerera och följ oss på instagram
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über neue Rekorde an der Wall Street, Trumps Goldman-Bashing, und Circle's freche Aktienverkäufe. Darüber hinaus geht es um 180 Life Sciences Corp, Alphabet, Coreweave, Rigetti Computing, Springer Nature, Patrizia, SAP, Hannover Rück, Confluent, Asana, Atlassian, Hubspot, Samsara, Gitlab, Mongo DB, Fastly, Adobe, Elastic, Twilio und Xtrackers FTSE Vietnam Swap ETF (WKN: DBX1AG), Xtrackers S&P Select Frontier Swap ETF (WKN: DBX1A9), MSCI EFM Africa Top 50 Capped Swap ETF (WKN: DBX0HX). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
This week, we detail all the news from Disney's earnings, its proposed deal between ESPN and the NFL and the launch of ESPN's new DTC service this month. We also discuss the impact of Disney's decision to no longer report paid subscribers or ARPU numbers for Disney+ and Hulu, and will cease reporting ESPN+ numbers as of next month. We also discuss all the essential numbers from Q2 earnings for WBD, Paramount Global, Fubo, Altice, Akamai, Fastly, Vimeo, and highlight the upcoming launch of FOX One on August 21st, as well as recent news from Roku and MLS.Podcast produced by Security Halt Media
#266 Marketing Leadership | In this episode, Matt is joined by Jess Cook, Head of Marketing at Vector, a platform pioneering the contact-based marketing category. Jess has spent her career building standout content strategies at B2B brands like LASSO and Fastly, and she recently made the jump from Head of Content to first-time Head of Marketing.Jess and Matt cover:How content marketers can transition into marketing leadership and what gaps to prepare forThe strategy behind building a brand that stands out in B2B (and why Vector leans into being “a little unhinged”)How Jess built her first marketing budget from scratch and sold it in using storytelling, not spreadsheetsYou'll walk away with tactical insights on running a modern B2B marketing org, from content and brand to budgeting and team structure.Timestamps(01:00) - – Jess's B2C roots at McDonald's and Kellogg (04:34) - – Jumping into B2B and growing through content (06:19) - – Why she moved from Head of Content to Head of Marketing (08:54) - – Hiring product marketing first (and why it matters) (13:04) - – How Vector built a bold B2B brand with personality (17:04) - – What Jess looked for in her first marketing hire (20:24) - – Building and pitching her first full marketing budget (25:49) - – Creating a 30/60/90 plan that actually drives buy-in (27:19) - – Category content, SEO, and early wins with AI (32:20) - – The podcast pivot: ditching “Funnel Cake” for something better (36:00) - – How she knew Vector was the right fit (39:40) - – Going all-in on YouTube and video-first strategy (43:50) - – Short-form content, brand building, and trust (46:20) - – Biggest lesson: balance long-term planning with quick wins (50:50) - – Leading with action and setting the tone as a new marketing leader (52:50) - – How Jess communicates vision and builds internal alignment (56:20) - – Wrap-up and final takeaways Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***Today's episode is brought to you by Zuddl.We're halfway through 2025, and one thing's clear: events continue to be one of the highest performing marketing channels. Niche meetups, conferences, curated dinners, networking - you name it. Everyone's leaning in.Events are a core part of our playbook this year at Exit Five. So far, we've hosted two virtual sessions each month, one large virtual event, one in-person meetup, and we're deep in the weeds planning our Drive conference coming back to Vermont this September.Zuddl helps us run a smarter event strategy - from driving registrations, managing invites, automating comms, reminders, analytics, tracking. Their Salesforce integration also makes it simple to report on pipeline and revenue from events without pulling in ops.On top of that, the differentiator with Zuddl is how their team is insanely good at supporting us. They always go above and beyond for us - and that's how we've been able to keep the momentum going with 12+ events already this year, with plenty more to come.If events are part of your marketing strategy, you need to look at Zuddl to see how companies like Zillow, CrowdStrike, and Iterable are using the top event platform for Business events in 2025. Head over to zuddl.com/exitfive to learn more.
Interview with Anil Dash egirl Grok x Claude Zuckerberg announces Meta's new AI data centers for superintelligence Meta Hires Two More OpenAI Researchers Reflections on OpenAI RSS is (not) dead (yet) (NED #3) – audra mcnamee Perplexity AI browser Perplexity CEO says its browser will track everything users do online to sell 'hyper personalized' ads Stewart Holbrook: Portland Mythmaker How I Learned to Stop Worrying and Have Fun With A.I. Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Anil Dash Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit agntcy.org Melissa.com/twit
Interview with Anil Dash egirl Grok x Claude Zuckerberg announces Meta's new AI data centers for superintelligence Meta Hires Two More OpenAI Researchers Reflections on OpenAI RSS is (not) dead (yet) (NED #3) – audra mcnamee Perplexity AI browser Perplexity CEO says its browser will track everything users do online to sell 'hyper personalized' ads Stewart Holbrook: Portland Mythmaker How I Learned to Stop Worrying and Have Fun With A.I. Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Anil Dash Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit agntcy.org Melissa.com/twit
Interview with Anil Dash egirl Grok x Claude Zuckerberg announces Meta's new AI data centers for superintelligence Meta Hires Two More OpenAI Researchers Reflections on OpenAI RSS is (not) dead (yet) (NED #3) – audra mcnamee Perplexity AI browser Perplexity CEO says its browser will track everything users do online to sell 'hyper personalized' ads Stewart Holbrook: Portland Mythmaker How I Learned to Stop Worrying and Have Fun With A.I. Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Anil Dash Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit agntcy.org Melissa.com/twit
Interview with Anil Dash egirl Grok x Claude Zuckerberg announces Meta's new AI data centers for superintelligence Meta Hires Two More OpenAI Researchers Reflections on OpenAI RSS is (not) dead (yet) (NED #3) – audra mcnamee Perplexity AI browser Perplexity CEO says its browser will track everything users do online to sell 'hyper personalized' ads Stewart Holbrook: Portland Mythmaker How I Learned to Stop Worrying and Have Fun With A.I. Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Anil Dash Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit agntcy.org Melissa.com/twit
Interview with Anil Dash egirl Grok x Claude Zuckerberg announces Meta's new AI data centers for superintelligence Meta Hires Two More OpenAI Researchers Reflections on OpenAI RSS is (not) dead (yet) (NED #3) – audra mcnamee Perplexity AI browser Perplexity CEO says its browser will track everything users do online to sell 'hyper personalized' ads Stewart Holbrook: Portland Mythmaker How I Learned to Stop Worrying and Have Fun With A.I. Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Anil Dash Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit agntcy.org Melissa.com/twit
Interview with Anil Dash egirl Grok x Claude Zuckerberg announces Meta's new AI data centers for superintelligence Meta Hires Two More OpenAI Researchers Reflections on OpenAI RSS is (not) dead (yet) (NED #3) – audra mcnamee Perplexity AI browser Perplexity CEO says its browser will track everything users do online to sell 'hyper personalized' ads Stewart Holbrook: Portland Mythmaker How I Learned to Stop Worrying and Have Fun With A.I. Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Anil Dash Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit agntcy.org Melissa.com/twit
In this episode of Hiring on All Cylinders, host Matt Staney sits down with Samantha Perlman, Head of People at OneSignal, for a powerful conversation on how Talent Acquisition can — and must — operate as a strategic business driver.From her early days scaling teams at Airbnb and Fastly to now leading both TA and People strategy at OneSignal, Samantha shares what it takes to build a strong talent foundation that unlocks long-term growth. Together, they explore:How the definition of “strategic TA” has evolved from 2023 to 2025Why investing in foundational systems is essential for scaleHow AI is reshaping TA tech — and what smart adoption really looks likeThe leadership mindsets and capabilities TA leaders need todayWhat's next for the future of Talent AcquisitionWhether you're a talent leader, people ops pro, or simply curious about the evolving role of TA in business success, this episode delivers actionable insight and bold ideas from someone who's helping redefine the field.
In this episode of The WP Minute+, I sit down with Carrie Dils and Karim Marucchi to talk through FAIR—short for Federated and Independent Repositories—a new package management project launched under the Linux Foundation. If you're in the WordPress space and wondering what FAIR is, why it matters, and how it might change the plugin and theme ecosystem, this is the episode for you.Carrie, one of FAIR's elected co-chairs, walks us through the technical architecture and vision for FAIR, including how it aims to bring more resilience and transparency to how plugins and themes are distributed. Karim adds broader context from his enterprise experience, making the case for why redundancy and federation are vital for WordPress's future. We touch on the practical details of how FAIR works today—including Fastly nodes, AspirePress, and the .3 plugin release—while looking ahead at governance, funding, and how the Linux Foundation structures this initiative.Of course, I have some tough questions: How will FAIR balance governance with innovation? Will it become “just another bureaucracy”? How do we avoid turning this into a divisive issue—FAIR vs. .org? We talk about those tensions and the team's intention for FAIR to extend WordPress, not split it. There's also a good reality check on how plugin moderation, security scanning, and transparency are being improved through this effort.Whether you're running an agency, building WordPress products, or just care about where the ecosystem is heading, this episode gives you a grounded view of what FAIR is—and what it isn't.Great Takeaways & Quotes:"This isn't a fork. This is a failover." — Karim Marucchi"FAIR isn't just about today's plugin distribution problems—it's about creating a foundation for the next 20 years of WordPress.""We're building a system where plugin trust, provenance, and availability don't rely on a single choke point.""Yes, FAIR is about stability, but it's also about discoverability—for both users and developers." — Carrie Dils"We're not trying to replace .org—we've invited .org to join the federation.""Even though you don't see a difference when you update a plugin, that's the point. FAIR is meant to be invisible until you need it."Important URLs Mentioned:FAIR Project GitHub (via fair.pm)Linux Foundation announcement on FAIRAspirePress ★ Support this podcast ★
In this podcast episode, host Michelle Frechette welcomes Carrie Dils, Mika Epstein, and Ryan McCue to discuss their roles in the WordPress community and the new FAIR project. The group explores FAIR's mission to create a federated independent repository system for WordPress plugins and themes, focusing on decentralization, community-driven moderation, inclusive governance, and privacy. They address challenges like supporting premium plugins, reducing environmental impact, and fostering global participation. The episode highlights FAIR's collaborative, open-source approach and invites listeners to get involved through GitHub and community meetings, aiming to shape a more innovative and inclusive WordPress ecosystem.Top Takeaways:FAIR Is Reimagining Plugin Discovery and Trust for WordPress: FAIR is building a more open, decentralized ecosystem for WordPress plugin discovery—empowering both end users and developers. By enabling verified directories and authenticated plugin listings (via methods like DNS verification), FAIR provides an alternative to the limitations of the WordPress.org repo, while increasing transparency, user safety, and trust.Community Participation Is Central to FAIR's Success: The FAIR initiative is deeply community-driven. Contributors are encouraged to get involved through GitHub Discussions, introduce themselves, offer help, or join working groups. The leadership team is intentionally building these groups based on people's skills and availability, rather than predefined roles—making FAIR flexible, inclusive, and open to evolving needs.FAIR Encourages Innovation Outside Traditional WordPress Constraints: The project provides an alternative path for plugin creators who may not want to follow the traditional WordPress.org model (e.g., having to release a free version first). With FAIR, creators can request to be listed in aggregator directories that are more flexible, values-aligned, or niche-focused—fostering innovation and lowering barriers to entry.FAIR Is Still in Early Development—and Actively Growing: While the FAIR plugin and protocol are live (accessible via fair.pm), the ecosystem is in its formative stages. The team is prioritizing essential needs (the “MVP”) and building infrastructure to support future growth in documentation, marketing, design, development, and user testing. They welcome feedback on plugin issues, conflicts, and ideas, encouraging broad experimentation and iteration.Mentioned in the Show:FAIRLinkedIn LearningAwesome MotiveLez Watch TVHuman MadeAspire PressGravatarLinux Foundation ProjectBlueskyWPCCBlack PressMastodon DrupalCourtney RobertsonAutomatticMediaWikiMonster InsightsGravity FormsFastly
Segment 1: Fastly Interview In this week's interview segment, we talk to Marshall Erwin about the state of cybersecurity, particularly when it comes to third party risk management, and whether we're ready for the next big SolarWinds or Crowdstrike incident. These big incidents have inspired executive orders, the Secure by Design initiative, and even a memo from JPMorgan Chase's CISO. We will discuss where Marshall feels like we should be pushing harder, where we've made some progress, and what to do about incentives. How do you convince a software supplier or service provider to prioritize security over features? This segment is sponsored by Fastly. Visit https://securityweekly.com/fastly to learn more about them! Segment 2: Weekly Enterprise News In this week's enterprise security news, Agents replacing analysis is highly misunderstood only one funding round Orca acquires Opus to automate remediation OneDrive is updating to make BYOD worse? Companies are starting to regret replacing workers with AI Is venture capital hanging on by a thread (made of AI)? Potential disruption in the traditional vuln mgmt space! MCP is already looking like a dumpster fire from a security perspective malicious NPM packages and, IS ALCHEMY REAL? Segment 3: RSAC Conference 2025 Interviews Interview 1: Pluralsight Emerging technologies like AI and deepfakes have significantly complicated the threat landscape of today. As AI becomes more integrated into our lives, everyone - not just cybersecurity professionals - needs to develop security literacy skills to keep themselves, their organizations, and their loved ones safe. Luckily, there are countermeasures to spot and identify AI and deepfake-related threats in the wild. In this segment, Pluralsight's Director of Security and IT Ops Curriculum, Bri Frost, discusses how AI has changed the cybersecurity industry, how to spot AI and deepfakes in the wild, and the skills you should know to defend against these emerging threats. Pluralsight's AI Skills Report This segment is sponsored by Pluralsight. Visit https://securityweekly.com/pluralsightrsac to learn the skills you need to defend against the latest cyber threats! Interview 2: Radware Adversaries are rewriting the cybersecurity rules. Shifts in the threat landscape are being fueled by attackers with political and ideological agendas, more sophisticated attack tools, new coalitions of hacktivists, and the democratization of AI. Radware CTO David Aviv will discuss how companies must adapt their cyber defenses and lead in an evolving era of asymmetric warfare and AI-driven attacks. This segment is sponsored by Radware. Visit https://securityweekly.com/radwarersac to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-407
Segment 1: Fastly Interview In this week's interview segment, we talk to Marshall Erwin about the state of cybersecurity, particularly when it comes to third party risk management, and whether we're ready for the next big SolarWinds or Crowdstrike incident. These big incidents have inspired executive orders, the Secure by Design initiative, and even a memo from JPMorgan Chase's CISO. We will discuss where Marshall feels like we should be pushing harder, where we've made some progress, and what to do about incentives. How do you convince a software supplier or service provider to prioritize security over features? This segment is sponsored by Fastly. Visit https://securityweekly.com/fastly to learn more about them! Segment 2: Weekly Enterprise News In this week's enterprise security news, Agents replacing analysis is highly misunderstood only one funding round Orca acquires Opus to automate remediation OneDrive is updating to make BYOD worse? Companies are starting to regret replacing workers with AI Is venture capital hanging on by a thread (made of AI)? Potential disruption in the traditional vuln mgmt space! MCP is already looking like a dumpster fire from a security perspective malicious NPM packages and, IS ALCHEMY REAL? Segment 3: RSAC Conference 2025 Interviews Interview 1: Pluralsight Emerging technologies like AI and deepfakes have significantly complicated the threat landscape of today. As AI becomes more integrated into our lives, everyone - not just cybersecurity professionals - needs to develop security literacy skills to keep themselves, their organizations, and their loved ones safe. Luckily, there are countermeasures to spot and identify AI and deepfake-related threats in the wild. In this segment, Pluralsight's Director of Security and IT Ops Curriculum, Bri Frost, discusses how AI has changed the cybersecurity industry, how to spot AI and deepfakes in the wild, and the skills you should know to defend against these emerging threats. Pluralsight's AI Skills Report This segment is sponsored by Pluralsight. Visit https://securityweekly.com/pluralsightrsac to learn the skills you need to defend against the latest cyber threats! Interview 2: Radware Adversaries are rewriting the cybersecurity rules. Shifts in the threat landscape are being fueled by attackers with political and ideological agendas, more sophisticated attack tools, new coalitions of hacktivists, and the democratization of AI. Radware CTO David Aviv will discuss how companies must adapt their cyber defenses and lead in an evolving era of asymmetric warfare and AI-driven attacks. This segment is sponsored by Radware. Visit https://securityweekly.com/radwarersac to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-407
Segment 1: Fastly Interview In this week's interview segment, we talk to Marshall Erwin about the state of cybersecurity, particularly when it comes to third party risk management, and whether we're ready for the next big SolarWinds or Crowdstrike incident. These big incidents have inspired executive orders, the Secure by Design initiative, and even a memo from JPMorgan Chase's CISO. We will discuss where Marshall feels like we should be pushing harder, where we've made some progress, and what to do about incentives. How do you convince a software supplier or service provider to prioritize security over features? This segment is sponsored by Fastly. Visit https://securityweekly.com/fastly to learn more about them! Segment 2: Weekly Enterprise News In this week's enterprise security news, Agents replacing analysis is highly misunderstood only one funding round Orca acquires Opus to automate remediation OneDrive is updating to make BYOD worse? Companies are starting to regret replacing workers with AI Is venture capital hanging on by a thread (made of AI)? Potential disruption in the traditional vuln mgmt space! MCP is already looking like a dumpster fire from a security perspective malicious NPM packages and, IS ALCHEMY REAL? Segment 3: RSAC Conference 2025 Interviews Interview 1: Pluralsight Emerging technologies like AI and deepfakes have significantly complicated the threat landscape of today. As AI becomes more integrated into our lives, everyone - not just cybersecurity professionals - needs to develop security literacy skills to keep themselves, their organizations, and their loved ones safe. Luckily, there are countermeasures to spot and identify AI and deepfake-related threats in the wild. In this segment, Pluralsight's Director of Security and IT Ops Curriculum, Bri Frost, discusses how AI has changed the cybersecurity industry, how to spot AI and deepfakes in the wild, and the skills you should know to defend against these emerging threats. Pluralsight's AI Skills Report This segment is sponsored by Pluralsight. Visit https://securityweekly.com/pluralsightrsac to learn the skills you need to defend against the latest cyber threats! Interview 2: Radware Adversaries are rewriting the cybersecurity rules. Shifts in the threat landscape are being fueled by attackers with political and ideological agendas, more sophisticated attack tools, new coalitions of hacktivists, and the democratization of AI. Radware CTO David Aviv will discuss how companies must adapt their cyber defenses and lead in an evolving era of asymmetric warfare and AI-driven attacks. This segment is sponsored by Radware. Visit https://securityweekly.com/radwarersac to learn more about them! Show Notes: https://securityweekly.com/esw-407
Idag gästas vi av den svenska tech-doldisen Artur Bergman som är grundare av Fastly - ett av världens mest inflytelserika CDN-bolag.
Segment 1: Fastly Interview In this week's interview segment, we talk to Marshall Erwin about the state of cybersecurity, particularly when it comes to third party risk management, and whether we're ready for the next big SolarWinds or Crowdstrike incident. These big incidents have inspired executive orders, the Secure by Design initiative, and even a memo from JPMorgan Chase's CISO. We will discuss where Marshall feels like we should be pushing harder, where we've made some progress, and what to do about incentives. How do you convince a software supplier or service provider to prioritize security over features? This segment is sponsored by Fastly. Visit https://securityweekly.com/fastly to learn more about them! Segment 2: Weekly Enterprise News In this week's enterprise security news, Agents replacing analysis is highly misunderstood only one funding round Orca acquires Opus to automate remediation OneDrive is updating to make BYOD worse? Companies are starting to regret replacing workers with AI Is venture capital hanging on by a thread (made of AI)? Potential disruption in the traditional vuln mgmt space! MCP is already looking like a dumpster fire from a security perspective malicious NPM packages and, IS ALCHEMY REAL? Segment 3: RSAC Conference 2025 Interviews Interview 1: Pluralsight Emerging technologies like AI and deepfakes have significantly complicated the threat landscape of today. As AI becomes more integrated into our lives, everyone - not just cybersecurity professionals - needs to develop security literacy skills to keep themselves, their organizations, and their loved ones safe. Luckily, there are countermeasures to spot and identify AI and deepfake-related threats in the wild. In this segment, Pluralsight's Director of Security and IT Ops Curriculum, Bri Frost, discusses how AI has changed the cybersecurity industry, how to spot AI and deepfakes in the wild, and the skills you should know to defend against these emerging threats. Pluralsight's AI Skills Report This segment is sponsored by Pluralsight. Visit https://securityweekly.com/pluralsightrsac to learn the skills you need to defend against the latest cyber threats! Interview 2: Radware Adversaries are rewriting the cybersecurity rules. Shifts in the threat landscape are being fueled by attackers with political and ideological agendas, more sophisticated attack tools, new coalitions of hacktivists, and the democratization of AI. Radware CTO David Aviv will discuss how companies must adapt their cyber defenses and lead in an evolving era of asymmetric warfare and AI-driven attacks. This segment is sponsored by Radware. Visit https://securityweekly.com/radwarersac to learn more about them! Show Notes: https://securityweekly.com/esw-407
Segment 1 - Secrets and their role in infrastructure security From API keys and tokens to environment variables and credentials, secrets are foundational—and often overlooked—attack surfaces in cloud-native and distributed systems. We break down the risks tied to poor secret hygiene, discuss emerging patterns for secure secret management at scale, and shares insights on integrating secrets management into systems design. This segment is sponsored by Fastly. Visit https://securityweekly.com/fastly to learn more about them! Segment 2 - Weekly Enterprise News In this week's enterprise security news, we have: Funding, mostly focused on identity security and ‘secure-by-design' Palo Alto acquires one of the more mature AI security startups, Protect AI LimaCharlie is first with a cybersecurity-focused MCP offering Meta releases a ton of open source AI security tooling, including LlamaFirewall Exploring the state of AI in the SOC The first research on whether AI is replacing jobs is out Some CEOs are requiring employees to be more productive with AI Are prompts the new IOCs? Are puppies the new booth babes? We get closure on two previous stories we covered: one about an ex-Disney employee, and one about a tiny dog Segment 3 - Executive Interviews from RSAC CYWARE The legacy SecOps market is getting disrupted. The traditional way of ingesting large troves of data, analysis and actioning is not efficient today. Customers and the market are moving towards a more threat centric approach to effectively solve their security operations challenges. CERT Water Management Case Study Cybersecurity Alert Fatigue! How Threat Intelligence Can Turn Data Overload Into Actionable Insights Blog Frost & Sullivan's 2024 Threat Intelligence Platform Radar Report 2025 TIP Buyer's Guide This segment is sponsored by Cyware. Visit https://securityweekly.com/cywarersac to request a demo! SUMOLOGIC Intelligent SecOps is more than a buzzword—it's a blueprint for modernizing security operations through real-time analytics, contextual threat intelligence, and AI-powered automation. In this segment, Sumo Logic's Field CTO Chas Clawson explains how SOC teams can accelerate detection and response, cut through alert noise, and improve security outcomes by fusing AI-driven automation with human context and expertise. He also shares the latest security capabilities Sumo Logic announced at the RSA Conference to help organizations build and operate Intelligent SecOps. Press Release: Sumo Logic Unifies Security to Deliver Intelligent Security Operations Blog: RSAC 2025 Intelligent Security Operations Brief: Sumo Logic Threat Intelligence Chas Blog: Cloudy with a chance of breach: advanced threat hunting strategies for a hyperconnected and SaaSy world LinkedIn Live: Implications of AI in a modern defense strategy This segment is sponsored by Sumo Logic. Visit https://securityweekly.com/sumologicrsac to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-406
Segment 1 - Secrets and their role in infrastructure security From API keys and tokens to environment variables and credentials, secrets are foundational—and often overlooked—attack surfaces in cloud-native and distributed systems. We break down the risks tied to poor secret hygiene, discuss emerging patterns for secure secret management at scale, and shares insights on integrating secrets management into systems design. This segment is sponsored by Fastly. Visit https://securityweekly.com/fastly to learn more about them! Segment 2 - Weekly Enterprise News In this week's enterprise security news, we have: Funding, mostly focused on identity security and ‘secure-by-design' Palo Alto acquires one of the more mature AI security startups, Protect AI LimaCharlie is first with a cybersecurity-focused MCP offering Meta releases a ton of open source AI security tooling, including LlamaFirewall Exploring the state of AI in the SOC The first research on whether AI is replacing jobs is out Some CEOs are requiring employees to be more productive with AI Are prompts the new IOCs? Are puppies the new booth babes? We get closure on two previous stories we covered: one about an ex-Disney employee, and one about a tiny dog Segment 3 - Executive Interviews from RSAC CYWARE The legacy SecOps market is getting disrupted. The traditional way of ingesting large troves of data, analysis and actioning is not efficient today. Customers and the market are moving towards a more threat centric approach to effectively solve their security operations challenges. CERT Water Management Case Study Cybersecurity Alert Fatigue! How Threat Intelligence Can Turn Data Overload Into Actionable Insights Blog Frost & Sullivan's 2024 Threat Intelligence Platform Radar Report 2025 TIP Buyer's Guide This segment is sponsored by Cyware. Visit https://securityweekly.com/cywarersac to request a demo! SUMOLOGIC Intelligent SecOps is more than a buzzword—it's a blueprint for modernizing security operations through real-time analytics, contextual threat intelligence, and AI-powered automation. In this segment, Sumo Logic's Field CTO Chas Clawson explains how SOC teams can accelerate detection and response, cut through alert noise, and improve security outcomes by fusing AI-driven automation with human context and expertise. He also shares the latest security capabilities Sumo Logic announced at the RSA Conference to help organizations build and operate Intelligent SecOps. Press Release: Sumo Logic Unifies Security to Deliver Intelligent Security Operations Blog: RSAC 2025 Intelligent Security Operations Brief: Sumo Logic Threat Intelligence Chas Blog: Cloudy with a chance of breach: advanced threat hunting strategies for a hyperconnected and SaaSy world LinkedIn Live: Implications of AI in a modern defense strategy This segment is sponsored by Sumo Logic. Visit https://securityweekly.com/sumologicrsac to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-406
Segment 1 - Secrets and their role in infrastructure security From API keys and tokens to environment variables and credentials, secrets are foundational—and often overlooked—attack surfaces in cloud-native and distributed systems. We break down the risks tied to poor secret hygiene, discuss emerging patterns for secure secret management at scale, and shares insights on integrating secrets management into systems design. This segment is sponsored by Fastly. Visit https://securityweekly.com/fastly to learn more about them! Segment 2 - Weekly Enterprise News In this week's enterprise security news, we have: Funding, mostly focused on identity security and ‘secure-by-design' Palo Alto acquires one of the more mature AI security startups, Protect AI LimaCharlie is first with a cybersecurity-focused MCP offering Meta releases a ton of open source AI security tooling, including LlamaFirewall Exploring the state of AI in the SOC The first research on whether AI is replacing jobs is out Some CEOs are requiring employees to be more productive with AI Are prompts the new IOCs? Are puppies the new booth babes? We get closure on two previous stories we covered: one about an ex-Disney employee, and one about a tiny dog Segment 3 - Executive Interviews from RSAC CYWARE The legacy SecOps market is getting disrupted. The traditional way of ingesting large troves of data, analysis and actioning is not efficient today. Customers and the market are moving towards a more threat centric approach to effectively solve their security operations challenges. CERT Water Management Case Study Cybersecurity Alert Fatigue! How Threat Intelligence Can Turn Data Overload Into Actionable Insights Blog Frost & Sullivan's 2024 Threat Intelligence Platform Radar Report 2025 TIP Buyer's Guide This segment is sponsored by Cyware. Visit https://securityweekly.com/cywarersac to request a demo! SUMOLOGIC Intelligent SecOps is more than a buzzword—it's a blueprint for modernizing security operations through real-time analytics, contextual threat intelligence, and AI-powered automation. In this segment, Sumo Logic's Field CTO Chas Clawson explains how SOC teams can accelerate detection and response, cut through alert noise, and improve security outcomes by fusing AI-driven automation with human context and expertise. He also shares the latest security capabilities Sumo Logic announced at the RSA Conference to help organizations build and operate Intelligent SecOps. Press Release: Sumo Logic Unifies Security to Deliver Intelligent Security Operations Blog: RSAC 2025 Intelligent Security Operations Brief: Sumo Logic Threat Intelligence Chas Blog: Cloudy with a chance of breach: advanced threat hunting strategies for a hyperconnected and SaaSy world LinkedIn Live: Implications of AI in a modern defense strategy This segment is sponsored by Sumo Logic. Visit https://securityweekly.com/sumologicrsac to learn more about them! Show Notes: https://securityweekly.com/esw-406
This week, we highlight the key Q1 earnings numbers from Disney, WBD, Paramount, AMC Networks, Altice, EchoStar, Vimeo, Kaltura, Akamai, Fastly and Cloudflare. We detail the numbers tied to DTC subscribers additions/losses, profitability, bundling, capex and content spend, and the impact of earnings on stock prices. We also break out the 1.73M cord cutters across pay TV providers and vMVPDs, along with sports news from MLB, NFL, MLS, FanDuel Sports Network, JioStar, Disney and Comcast.Correction: Disney has not announced a spinout of its linear assets.Podcast produced by Security Halt Media
Cisco jobs are becoming more strategic as organizations adapt to new cybersecurity regulations, with 93% of companies modifying their policies to address the personal liability of Chief Information Security Officers (CISOs). A significant shift is noted, with 41% of organizations involving CISOs in board-level decisions. However, the report from Fastly highlights a concerning lack of clarity regarding accountability during cybersecurity incidents, as nearly half of the organizations surveyed are unsure who holds ultimate responsibility. This evolving landscape emphasizes the need for clearer standards from regulators and a culture that promotes better security practices.Cyber attacks targeting third-party vendors are causing unprecedented financial damage, with a report from Resilience indicating that nearly a quarter of cyber insurance claims last year involved material losses due to these breaches. The average cost of a data breach in 2024 was nearly $4.9 million, with some incidents, like the ransomware attack on UnitedHealth, costing billions. As threat actors shift their focus toward larger organizations for higher payouts, the need for improved cybersecurity measures and third-party risk management becomes increasingly critical for businesses.In the realm of communication, Apple is set to enhance security by introducing end-to-end encryption for Rich Communication Services (RCS) messaging between iPhone and Android users. This advancement, supported by the GSM Association, aims to reduce vulnerabilities in cross-platform messaging, which is essential for businesses that rely on secure communication with employees and clients. Meanwhile, Nerdio has raised $500 million in funding, increasing its valuation to over $1 billion, as it continues to optimize cloud infrastructure for organizations using Microsoft's Azure services.A recent study by McKinsey challenges the notion that returning to the office enhances productivity, revealing that productivity levels are similar across in-person, remote, and hybrid workers. As companies push for full-time office attendance, the report suggests that executives should focus on fostering collaboration and innovation rather than merely enforcing office mandates. Additionally, communication overload is becoming a significant issue for office workers, with many struggling to focus due to constant connectivity. The findings indicate that businesses need to adopt strategic guidance on AI implementation to enhance workplace efficiency and productivity. Four things to know today 00:00 CISO Jobs Just Got Riskier—But More Strategic. Here's Why It Matters.05:29 No More Green Bubble Risk? Apple Finally Brings Encryption to RCS06:47 Cloud Boom: Nerdio Soars to $1B, Cisco Bets on AI, and Passkeys Get a Makeover10:31 Think Remote Workers Are Slacking? McKinsey's Latest Study Says Think Again Supported by: https://getflexpoint.com/msp-radio/https://timezest.com/mspradio/ Event: : https://www.nerdiocon.com/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech
This week, we review FOX and Tubi's Super Bowl stream, detailing the video quality, latency, playback, viewership numbers and overall event success. We also detail Q4 and full-year earnings from Roku, AMC Networks, Altice, Fastly and Harmonic, which saw mixed results. We highlight the launch of JioHotstar, which resulted in the merger between Hotstar and JioCinema, subscriber numbers from Philo, the Apple TV app launching on Android and the changes taking place at Brightcove due to the acquisition by Bending Spoons.Podcast produced by Security Halt Media
David Hornik, founding partner at Lobby Capital, shares insights from his 25-year journey in the industry. David discusses the evolution of venture capital, the growing importance of relationships over transactions, and his structured yet practical approach to investing. He highlights how liquidity challenges impact founders and early investors. David also shares his take on what makes a startup truly investable and why understanding a problem deeply is more valuable than chasing market trends.In this episode, you'll learn:[06:14] How venture capital has evolved from a simple early- vs. late-stage VC model to today's fragmented landscape with seed, pre-seed, and late-stage funds[09:57] Entrepreneurship was for misfits in the 90's; it's now a top career choice.[19:06] Networking is a key driver for startup connections and investment in venture capital.[26:23] How David evaluates startups[32:21] Common reasons for saying no to a startups[35:07] Why even great VCs miss billion-dollar opportunitiesThe non-profit organization that David is passionate about: Institute of Contemporary Art in San FranciscoAbout David HornikDavid Hornik is the founding partner of Lobby Capital, a Silicon Valley-based venture firm focused on Series A investments. With nearly 25 years in venture capital, he previously spent two decades at August Capital. A seasoned investor, he has backed companies like Fastly, Splunk, and MaintainX. David also created Lobby, a renowned invite-only conference fostering deep founder-investor relationships. In addition to investing, he teaches entrepreneurship at Stanford and Harvard. Known for his relationship-driven approach, he emphasizes market potential, customer validation, and founder expertise when evaluating startups. He and his wife support the Institute of Contemporary Art in San Francisco.About Lobby CapitalLobby Capital is a Silicon Valley-based venture firm founded on decades of experience and a powerful network of entrepreneurs, investors, and industry leaders. Emerging from the renowned Lobby Conference community, the firm takes a people-first, hands-on approach to Series A investing. By providing deep expertise, strategic connections, and dedicated support, Lobby Capital helps founders scale and build transformative companies. With a strong belief that great businesses are built by great people, the firm leverages relationships to drive venture success and long-term impact. Its portfolio companies include Vantage Discovery, Kolena, Apera AI, Ownify, Procyon.ai, Faros AI, The Easy Company, Sprout Labs, Better Trucks, ForeVR Games among others.Subscribe to our podcast and stay tuned for our next episode.
In this episode, Surma talks about a presenation-maybe-soon-to-be-a-proposal "JS0", which explores the idea of splitting JavaScript into two specifications: JS0, focusing on security, performance and capabilties, implemented by engines; and JSSugar, focussing on developer productivity and syntactic sugar features implemented by build tools. Notes & Corrections: Yes, I know, people still do have to step through assembler. But I stand behind the essence of my point: The debug symbols for compiled languages feel very reliable. We should be able to at least match that reliability in JavaScript. Guy Bedford currently works at Fastly. Resources: Previous episode on Shared Structs The infamous slide deck OTMT episode on SourceMaps on source maps
CISA's "Secure by Design" Initiative The GNU C Library Flaw Fastly CDN switches from OpenSSL to BoringSSL Roskomnadzor asserts itself Google updates Android's Password Manager Firefox gets post-quantum crypto Get your TOTP tokens from LastPass Inflated iOS app data LearnDMARC Sync mobile app bug SpinRite and Windows Defender Crypto signing camera Analog hole in digital camera authentication iOS and Google's Topics The gathering of the Stephvens Programmable Logic Controllers SpinRite update Malware-infected Toothbrush The Unforeseen Consequences of Google's 3rd-party Cookie Cutoff Show Notes - https://www.grc.com/sn/SN-960-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to this show at https://twit.tv/shows/security-now. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Sponsors: Melissa.com/twit joindeleteme.com/twit promo code TWIT GO.ACILEARNING.COM/TWIT vanta.com/SECURITYNOW