Podcasts about Fefe

Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sarah Wang sit at the center of the capital, compute, and talent arms race reshaping the tech industry. As partners at a16z investing across infrastructure and growth, they've watched venture and growth blur, model labs turn dollars into capability at unprecedented speed, and startups raise nine-figure rounds before monetization.Martin and Sarah join us to unpack the new financing playbook for AI: why today's rounds are really compute contracts in disguise, how the “raise → train → ship → raise bigger” flywheel works, and whether foundation model companies can outspend the entire app ecosystem built on top of them. They also share what's underhyped (boring enterprise software), what's overheated (talent wars and compensation spirals), and the two radically different futures they see for AI's market structure.We discuss:* Martin's “two futures” fork: infinite fragmentation and new software categories vs. a small oligopoly of general models that consume everything above them* The capital flywheel: how model labs translate funding directly into capability gains, then into revenue growth measured in weeks, not years* Why venture and growth have merged: $100M–$1B hybrid rounds, strategic investors, compute negotiations, and complex deal structures* The AGI vs. product tension: allocating scarce GPUs between long-term research and near-term revenue flywheels* Whether frontier labs can out-raise and outspend the entire app ecosystem built on top of their APIs* Why today's talent wars ($10M+ comp packages, $B acqui-hires) are breaking early-stage founder math* Cursor as a case study: building up from the app layer while training down into your own models* Why “boring” enterprise software may be the most underinvested opportunity in the AI mania* Hardware and robotics: why the ChatGPT moment hasn't yet arrived for robots and what would need to change* World Labs and generative 3D: bringing the marginal cost of 3D scene creation down by orders of magnitude* Why public AI discourse is often wildly disconnected from boardroom reality and how founders should navigate the noiseShow Notes:* “Where Value Will Accrue in AI: Martin Casado & Sarah Wang” - a16z show* “Jack Altman & Martin Casado on the Future of Venture Capital”* World Labs—Martin Casado• LinkedIn: https://www.linkedin.com/in/martincasado/• X: https://x.com/martin_casadoSarah Wang• LinkedIn: https://www.linkedin.com/in/sarah-wang-59b96a7• X: https://x.com/sarahdingwanga16z• https://a16z.com/Timestamps00:00:00 – Intro: Live from a16z00:01:20 – The New AI Funding Model: Venture + Growth Collide00:03:19 – Circular Funding, Demand & “No Dark GPUs”00:05:24 – Infrastructure vs Apps: The Lines Blur00:06:24 – The Capital Flywheel: Raise → Train → Ship → Raise Bigger00:09:39 – Can Frontier Labs Outspend the Entire App Ecosystem?00:11:24 – Character AI & The AGI vs Product Dilemma00:14:39 – Talent Wars, $10M Engineers & Founder Anxiety00:17:33 – What's Underinvested? The Case for “Boring” Software00:19:29 – Robotics, Hardware & Why It's Hard to Win00:22:42 – Custom ASICs & The $1B Training Run Economics00:24:23 – American Dynamism, Geography & AI Power Centers00:26:48 – How AI Is Changing the Investor Workflow (Claude Cowork)00:29:12 – Two Futures of AI: Infinite Expansion or Oligopoly?00:32:48 – If You Can Raise More Than Your Ecosystem, You Win00:34:27 – Are All Tasks AGI-Complete? Coding as the Test Case00:38:55 – Cursor & The Power of the App Layer00:44:05 – World Labs, Spatial Intelligence & 3D Foundation Models00:47:20 – Thinking Machines, Founder Drama & Media Narratives00:52:30 – Where Long-Term Power Accrues in the AI StackTranscriptLatent.Space - Inside AI's $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z[00:00:00] Welcome to Latent Space (Live from a16z) + Meet the Guests[00:00:00] Alessio: Hey everyone. Welcome to the Latent Space podcast, live from a 16 z. Uh, this is Alessio founder Kernel Lance, and I'm joined by Twix, editor of Latent Space.[00:00:08] swyx: Hey, hey, hey. Uh, and we're so glad to be on with you guys. Also a top AI podcast, uh, Martin Cado and Sarah Wang. Welcome, very[00:00:16] Martin Casado: happy to be here and welcome.[00:00:17] swyx: Yes, uh, we love this office. We love what you've done with the place. Uh, the new logo is everywhere now. It's, it's still getting, takes a while to get used to, but it reminds me of like sort of a callback to a more ambitious age, which I think is kind of[00:00:31] Martin Casado: definitely makes a statement.[00:00:33] swyx: Yeah.[00:00:34] Martin Casado: Not quite sure what that statement is, but it makes a statement.[00:00:37] swyx: Uh, Martin, I go back with you to Netlify.[00:00:40] Martin Casado: Yep.[00:00:40] swyx: Uh, and, uh, you know, you create a software defined networking and all, all that stuff people can read up on your background. Yep. Sarah, I'm newer to you. Uh, you, you sort of started working together on AI infrastructure stuff.[00:00:51] Sarah Wang: That's right. Yeah. Seven, seven years ago now.[00:00:53] Martin Casado: Best growth investor in the entire industry.[00:00:55] swyx: Oh, say[00:00:56] Martin Casado: more hands down there is, there is. [00:01:00] I mean, when it comes to AI companies, Sarah, I think has done the most kind of aggressive, um, investment thesis around AI models, right? So, worked for Nom Ja, Mira Ia, FEI Fey, and so just these frontier, kind of like large AI models.[00:01:15] I think, you know, Sarah's been the, the broadest investor. Is that fair?[00:01:20] Venture vs. Growth in the Frontier Model Era[00:01:20] Sarah Wang: No, I, well, I was gonna say, I think it's been a really interesting tag, tag team actually just ‘cause the, a lot of these big C deals, not only are they raising a lot of money, um, it's still a tech founder bet, which obviously is inherently early stage.[00:01:33] But the resources,[00:01:36] Martin Casado: so many, I[00:01:36] Sarah Wang: was gonna say the resources one, they just grow really quickly. But then two, the resources that they need day one are kind of growth scale. So I, the hybrid tag team that we have is. Quite effective, I think,[00:01:46] Martin Casado: what is growth these days? You know, you don't wake up if it's less than a billion or like, it's, it's actually, it's actually very like, like no, it's a very interesting time in investing because like, you know, take like the character around, right?[00:01:59] These tend to [00:02:00] be like pre monetization, but the dollars are large enough that you need to have a larger fund and the analysis. You know, because you've got lots of users. ‘cause this stuff has such high demand requires, you know, more of a number sophistication. And so most of these deals, whether it's US or other firms on these large model companies, are like this hybrid between venture growth.[00:02:18] Sarah Wang: Yeah. Total. And I think, you know, stuff like BD for example, you wouldn't usually need BD when you were seed stage trying to get market biz Devrel. Biz Devrel, exactly. Okay. But like now, sorry, I'm,[00:02:27] swyx: I'm not familiar. What, what, what does biz Devrel mean for a venture fund? Because I know what biz Devrel means for a company.[00:02:31] Sarah Wang: Yeah.[00:02:32] Compute Deals, Strategics, and the ‘Circular Funding' Question[00:02:32] Sarah Wang: You know, so a, a good example is, I mean, we talk about buying compute, but there's a huge negotiation involved there in terms of, okay, do you get equity for the compute? What, what sort of partner are you looking at? Is there a go-to market arm to that? Um, and these are just things on this scale, hundreds of millions, you know, maybe.[00:02:50] Six months into the inception of a company, you just wouldn't have to negotiate these deals before.[00:02:54] Martin Casado: Yeah. These large rounds are very complex now. Like in the past, if you did a series A [00:03:00] or a series B, like whatever, you're writing a 20 to a $60 million check and you call it a day. Now you normally have financial investors and strategic investors, and then the strategic portion always still goes with like these kind of large compute contracts, which can take months to do.[00:03:13] And so it's, it's very different ties. I've been doing this for 10 years. It's the, I've never seen anything like this.[00:03:19] swyx: Yeah. Do you have worries about the circular funding from so disease strategics?[00:03:24] Martin Casado: I mean, listen, as long as the demand is there, like the demand is there. Like the problem with the internet is the demand wasn't there.[00:03:29] swyx: Exactly. All right. This, this is like the, the whole pyramid scheme bubble thing, where like, as long as you mark to market on like the notional value of like, these deals, fine, but like once it starts to chip away, it really Well[00:03:41] Martin Casado: no, like as, as, as, as long as there's demand. I mean, you know, this, this is like a lot of these sound bites have already become kind of cliches, but they're worth saying it.[00:03:47] Right? Like during the internet days, like we were. Um, raising money to put fiber in the ground that wasn't used. And that's a problem, right? Because now you actually have a supply overhang.[00:03:58] swyx: Mm-hmm.[00:03:59] Martin Casado: And even in the, [00:04:00] the time of the, the internet, like the supply and, and bandwidth overhang, even as massive as it was in, as massive as the crash was only lasted about four years.[00:04:09] But we don't have a supply overhang. Like there's no dark GPUs, right? I mean, and so, you know, circular or not, I mean, you know, if, if someone invests in a company that, um. You know, they'll actually use the GPUs. And on the other side of it is the, is the ask for customer. So I I, I think it's a different time.[00:04:25] Sarah Wang: I think the other piece, maybe just to add onto this, and I'm gonna quote Martine in front of him, but this is probably also a unique time in that. For the first time, you can actually trace dollars to outcomes. Yeah, right. Provided that scaling laws are, are holding, um, and capabilities are actually moving forward.[00:04:40] Because if you can put translate dollars into capabilities, uh, a capability improvement, there's demand there to martine's point. But if that somehow breaks, you know, obviously that's an important assumption in this whole thing to make it work. But you know, instead of investing dollars into sales and marketing, you're, you're investing into r and d to get to the capability, um, you know, increase.[00:04:59] And [00:05:00] that's sort of been the demand driver because. Once there's an unlock there, people are willing to pay for it.[00:05:05] Alessio: Yeah.[00:05:06] Blurring Lines: Models as Infra + Apps, and the New Fundraising Flywheel[00:05:06] Alessio: Is there any difference in how you built the portfolio now that some of your growth companies are, like the infrastructure of the early stage companies, like, you know, OpenAI is now the same size as some of the cloud providers were early on.[00:05:16] Like what does that look like? Like how much information can you feed off each other between the, the two?[00:05:24] Martin Casado: There's so many lines that are being crossed right now, or blurred. Right. So we already talked about venture and growth. Another one that's being blurred is between infrastructure and apps, right? So like what is a model company?[00:05:35] Mm-hmm. Like, it's clearly infrastructure, right? Because it's like, you know, it's doing kind of core r and d. It's a horizontal platform, but it's also an app because it's um, uh, touches the users directly. And then of course. You know, the, the, the growth of these is just so high. And so I actually think you're just starting to see a, a, a new financing strategy emerge and, you know, we've had to adapt as a result of that.[00:05:59] And [00:06:00] so there's been a lot of changes. Um, you're right that these companies become platform companies very quickly. You've got ecosystem build out. So none of this is necessarily new, but the timescales of which it's happened is pretty phenomenal. And the way we'd normally cut lines before is blurred a little bit, but.[00:06:16] But that, that, that said, I mean, a lot of it also just does feel like things that we've seen in the past, like cloud build out the internet build out as well.[00:06:24] Sarah Wang: Yeah. Um, yeah, I think it's interesting, uh, I don't know if you guys would agree with this, but it feels like the emerging strategy is, and this builds off of your other question, um.[00:06:33] You raise money for compute, you pour that or you, you pour the money into compute, you get some sort of breakthrough. You funnel the breakthrough into your vertically integrated application. That could be chat GBT, that could be cloud code, you know, whatever it is. You massively gain share and get users.[00:06:49] Maybe you're even subsidizing at that point. Um, depending on your strategy. You raise money at the peak momentum and then you repeat, rinse and repeat. Um, and so. And that wasn't [00:07:00] true even two years ago, I think. Mm-hmm. And so it's sort of to your, just tying it to fundraising strategy, right? There's a, and hiring strategy.[00:07:07] All of these are tied, I think the lines are blurring even more today where everyone is, and they, but of course these companies all have API businesses and so they're these, these frenemy lines that are getting blurred in that a lot of, I mean, they have billions of dollars of API revenue, right? And so there are customers there.[00:07:23] But they're competing on the app layer.[00:07:24] Martin Casado: Yeah. So this is a really, really important point. So I, I would say for sure, venture and growth, that line is blurry app and infrastructure. That line is blurry. Um, but I don't think that that changes our practice so much. But like where the very open questions are like, does this layer in the same way.[00:07:43] Compute traditionally has like during the cloud is like, you know, like whatever, somebody wins one layer, but then another whole set of companies wins another layer. But that might not, might not be the case here. It may be the case that you actually can't verticalize on the token string. Like you can't build an app like it, it necessarily goes down just because there are no [00:08:00] abstractions.[00:08:00] So those are kinda the bigger existential questions we ask. Another thing that is very different this time than in the history of computer sciences is. In the past, if you raised money, then you basically had to wait for engineering to catch up. Which famously doesn't scale like the mythical mammoth. It take a very long time.[00:08:18] But like that's not the case here. Like a model company can raise money and drop a model in a, in a year, and it's better, right? And, and it does it with a team of 20 people or 10 people. So this type of like money entering a company and then producing something that has demand and growth right away and using that to raise more money is a very different capital flywheel than we've ever seen before.[00:08:39] And I think everybody's trying to understand what the consequences are. So I think it's less about like. Big companies and growth and this, and more about these more systemic questions that we actually don't have answers to.[00:08:49] Alessio: Yeah, like at Kernel Labs, one of our ideas is like if you had unlimited money to spend productively to turn tokens into products, like the whole early stage [00:09:00] market is very different because today you're investing X amount of capital to win a deal because of price structure and whatnot, and you're kind of pot committing.[00:09:07] Yeah. To a certain strategy for a certain amount of time. Yeah. But if you could like iteratively spin out companies and products and just throw, I, I wanna spend a million dollar of inference today and get a product out tomorrow.[00:09:18] swyx: Yeah.[00:09:19] Alessio: Like, we should get to the point where like the friction of like token to product is so low that you can do this and then you can change the Right, the early stage venture model to be much more iterative.[00:09:30] And then every round is like either 100 k of inference or like a hundred million from a 16 Z. There's no, there's no like $8 million C round anymore. Right.[00:09:38] When Frontier Labs Outspend the Entire App Ecosystem[00:09:38] Martin Casado: But, but, but, but there's a, there's a, the, an industry structural question that we don't know the answer to, which involves the frontier models, which is, let's take.[00:09:48] Anthropic it. Let's say Anthropic has a state-of-the-art model that has some large percentage of market share. And let's say that, uh, uh, uh, you know, uh, a company's building smaller models [00:10:00] that, you know, use the bigger model in the background, open 4.5, but they add value on top of that. Now, if Anthropic can raise three times more.[00:10:10] Every subsequent round, they probably can raise more money than the entire app ecosystem that's built on top of it. And if that's the case, they can expand beyond everything built on top of it. It's like imagine like a star that's just kind of expanding, so there could be a systemic. There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don't think we've ever seen before just because we were so bottlenecked in engineering, and this is a very open question.[00:10:41] swyx: Yeah. It's, it is almost like bitter lesson applied to the startup industry.[00:10:45] Martin Casado: Yeah, a hundred percent. It literally becomes an issue of like raise capital, turn that directly into growth. Use that to raise three times more. Exactly. And if you can keep doing that, you literally can outspend any company that's built the, not any company.[00:10:57] You can outspend the aggregate of companies on top of [00:11:00] you and therefore you'll necessarily take their share, which is crazy.[00:11:02] swyx: Would you say that kind of happens in character? Is that the, the sort of postmortem on. What happened?[00:11:10] Sarah Wang: Um,[00:11:10] Martin Casado: no.[00:11:12] Sarah Wang: Yeah, because I think so,[00:11:13] swyx: I mean the actual postmortem is, he wanted to go back to Google.[00:11:15] Exactly. But like[00:11:18] Martin Casado: that's another difference that[00:11:19] Sarah Wang: you said[00:11:21] Martin Casado: it. We should talk, we should actually talk about that.[00:11:22] swyx: Yeah,[00:11:22] Sarah Wang: that's[00:11:23] swyx: Go for it. Take it. Take,[00:11:23] Sarah Wang: yeah.[00:11:24] Character.AI, Founder Goals (AGI vs Product), and GPU Allocation Tradeoffs[00:11:24] Sarah Wang: I was gonna say, I think, um. The, the, the character thing raises actually a different issue, which actually the Frontier Labs will face as well. So we'll see how they handle it.[00:11:34] But, um, so we invest in character in January, 2023, which feels like eons ago, I mean, three years ago. Feels like lifetimes ago. But, um, and then they, uh, did the IP licensing deal with Google in August, 2020. Uh, four. And so, um, you know, at the time, no, you know, he's talked publicly about this, right? He wanted to Google wouldn't let him put out products in the world.[00:11:56] That's obviously changed drastically. But, um, he went to go do [00:12:00] that. Um, but he had a product attached. The goal was, I mean, it's Nome Shair, he wanted to get to a GI. That was always his personal goal. But, you know, I think through collecting data, right, and this sort of very human use case, that the character product.[00:12:13] Originally was and still is, um, was one of the vehicles to do that. Um, I think the real reason that, you know. I if you think about the, the stress that any company feels before, um, you ultimately going one way or the other is sort of this a GI versus product. Um, and I think a lot of the big, I think, you know, opening eyes, feeling that, um, anthropic if they haven't started, you know, felt it, certainly given the success of their products, they may start to feel that soon.[00:12:39] And the real. I think there's real trade-offs, right? It's like how many, when you think about GPUs, that's a limited resource. Where do you allocate the GPUs? Is it toward the product? Is it toward new re research? Right? Is it, or long-term research, is it toward, um, n you know, near to midterm research? And so, um, in a case where you're resource constrained, um, [00:13:00] of course there's this fundraising game you can play, right?[00:13:01] But the fund, the market was very different back in 2023 too. Um. I think the best researchers in the world have this dilemma of, okay, I wanna go all in on a GI, but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to a GI. And so it does make, um, you know, I think it sets up an interesting dilemma for any startup that has trouble raising up until that level, right?[00:13:27] And certainly if you don't have that progress, you can't continue this fly, you know, fundraising flywheel.[00:13:32] Martin Casado: I would say that because, ‘cause we're keeping track of all of the things that are different, right? Like, you know, venture growth and uh, app infra and one of the ones is definitely the personalities of the founders.[00:13:45] It's just very different this time I've been. Been doing this for a decade and I've been doing startups for 20 years. And so, um, I mean a lot of people start this to do a GI and we've never had like a unified North star that I recall in the same [00:14:00] way. Like people built companies to start companies in the past.[00:14:02] Like that was what it was. Like I would create an internet company, I would create infrastructure company, like it's kind of more engineering builders and this is kind of a different. You know, mentality. And some companies have harnessed that incredibly well because their direction is so obviously on the path to what somebody would consider a GI, but others have not.[00:14:20] And so like there is always this tension with personnel. And so I think we're seeing more kind of founder movement.[00:14:27] Sarah Wang: Yeah.[00:14:27] Martin Casado: You know, as a fraction of founders than we've ever seen. I mean, maybe since like, I don't know the time of like Shockly and the trade DUR aid or something like that. Way back in the beginning of the industry, I, it's a very, very.[00:14:38] Unusual time of personnel.[00:14:39] Sarah Wang: Totally.[00:14:40] Talent Wars, Mega-Comp, and the Rise of Acquihire M&A[00:14:40] Sarah Wang: And it, I think it's exacerbated by the fact that talent wars, I mean, every industry has talent wars, but not at this magnitude, right? No. Yeah. Very rarely can you see someone get poached for $5 billion. That's hard to compete with. And then secondly, if you're a founder in ai, you could fart and it would be on the front page of, you know, the information these days.[00:14:59] And so there's [00:15:00] sort of this fishbowl effect that I think adds to the deep anxiety that, that these AI founders are feeling.[00:15:06] Martin Casado: Hmm.[00:15:06] swyx: Uh, yes. I mean, just on, uh, briefly comment on the founder, uh, the sort of. Talent wars thing. I feel like 2025 was just like a blip. Like I, I don't know if we'll see that again.[00:15:17] ‘cause meta built the team. Like, I don't know if, I think, I think they're kind of done and like, who's gonna pay more than meta? I, I don't know.[00:15:23] Martin Casado: I, I agree. So it feels so, it feel, it feels this way to me too. It's like, it is like, basically Zuckerberg kind of came out swinging and then now he's kind of back to building.[00:15:30] Yeah,[00:15:31] swyx: yeah. You know, you gotta like pay up to like assemble team to rush the job, whatever. But then now, now you like you, you made your choices and now they got a ship.[00:15:38] Martin Casado: I mean, the, the o other side of that is like, you know, like we're, we're actually in the job hiring market. We've got 600 people here. I hire all the time.[00:15:44] I've got three open recs if anybody's interested, that's listening to this for investor. Yeah, on, on the team, like on the investing side of the team, like, and, um, a lot of the people we talk to have acting, you know, active, um, offers for 10 million a year or something like that. And like, you know, and we pay really, [00:16:00] really well.[00:16:00] And just to see what's out on the market is really, is really remarkable. And so I would just say it's actually, so you're right, like the really flashy one, like I will get someone for, you know, a billion dollars, but like the inflated, um, uh, trickles down. Yeah, it is still very active today. I mean,[00:16:18] Sarah Wang: yeah, you could be an L five and get an offer in the tens of millions.[00:16:22] Okay. Yeah. Easily. Yeah. It's so I think you're right that it felt like a blip. I hope you're right. Um, but I think it's been, the steady state is now, I think got pulled up. Yeah. Yeah. I'll pull up for[00:16:31] Martin Casado: sure. Yeah.[00:16:32] Alessio: Yeah. And I think that's breaking the early stage founder math too. I think before a lot of people would be like, well, maybe I should just go be a founder instead of like getting paid.[00:16:39] Yeah. 800 KA million at Google. But if I'm getting paid. Five, 6 million. That's different but[00:16:45] Martin Casado: on. But on the other hand, there's more strategic money than we've ever seen historically, right? Mm-hmm. And so, yep. The economics, the, the, the, the calculus on the economics is very different in a number of ways. And, uh, it's crazy.[00:16:58] It's cra it's causing like a, [00:17:00] a, a, a ton of change in confusion in the market. Some very positive, sub negative, like, so for example, the other side of the, um. The co-founder, like, um, acquisition, you know, mark Zuckerberg poaching someone for a lot of money is like, we were actually seeing historic amount of m and a for basically acquihires, right?[00:17:20] That you like, you know, really good outcomes from a venture perspective that are effective acquihires, right? So I would say it's probably net positive from the investment standpoint, even though it seems from the headlines to be very disruptive in a negative way.[00:17:33] Alessio: Yeah.[00:17:33] What's Underfunded: Boring Software, Robotics Skepticism, and Custom Silicon Economics[00:17:33] Alessio: Um, let's talk maybe about what's not being invested in, like maybe some interesting ideas that you would see more people build or it, it seems in a way, you know, as ycs getting more popular, it's like access getting more popular.[00:17:47] There's a startup school path that a lot of founders take and they know what's hot in the VC circles and they know what gets funded. Uh, and there's maybe not as much risk appetite for. Things outside of that. Um, I'm curious if you feel [00:18:00] like that's true and what are maybe, uh, some of the areas, uh, that you think are under discussed?[00:18:06] Martin Casado: I mean, I actually think that we've taken our eye off the ball in a lot of like, just traditional, you know, software companies. Um, so like, I mean. You know, I think right now there's almost a barbell, like you're like the hot thing on X, you're deep tech.[00:18:21] swyx: Mm-hmm.[00:18:22] Martin Casado: Right. But I, you know, I feel like there's just kind of a long, you know, list of like good.[00:18:28] Good companies that will be around for a long time in very large markets. Say you're building a database, you know, say you're building, um, you know, kind of monitoring or logging or tooling or whatever. There's some good companies out there right now, but like, they have a really hard time getting, um, the attention of investors.[00:18:43] And it's almost become a meme, right? Which is like, if you're not basically growing from zero to a hundred in a year, you're not interesting, which is just, is the silliest thing to say. I mean, think of yourself as like an introvert person, like, like your personal money, right? Mm-hmm. So. Your personal money, will you put it in the stock market at 7% or you put it in this company growing five x in a very large [00:19:00] market?[00:19:00] Of course you can put it in the company five x. So it's just like we say these stupid things, like if you're not going from zero to a hundred, but like those, like who knows what the margins of those are mean. Clearly these are good investments. True for anybody, right? True. Like our LPs want whatever.[00:19:12] Three x net over, you know, the life cycle of a fund, right? So a, a company in a big market growing five X is a great investment. We'd, everybody would be happy with these returns, but we've got this kind of mania on these, these strong growths. And so I would say that that's probably the most underinvested sector.[00:19:28] Right now.[00:19:29] swyx: Boring software, boring enterprise software.[00:19:31] Martin Casado: Traditional. Really good company.[00:19:33] swyx: No, no AI here.[00:19:34] Martin Casado: No. Like boring. Well, well, the AI of course is pulling them into use cases. Yeah, but that's not what they're, they're not on the token path, right? Yeah. Let's just say that like they're software, but they're not on the token path.[00:19:41] Like these are like they're great investments from any definition except for like random VC on Twitter saying VC on x, saying like, it's not growing fast enough. What do you[00:19:52] Sarah Wang: think? Yeah, maybe I'll answer a slightly different. Question, but adjacent to what you asked, um, which is maybe an area that we're not, uh, investing [00:20:00] right now that I think is a question and we're spending a lot of time in regardless of whether we pull the trigger or not.[00:20:05] Um, and it would probably be on the hardware side, actually. Robotics, right? And the robotics side. Robotics. Right. Which is, it's, I don't wanna say that it's not getting funding ‘cause it's clearly, uh, it's, it's sort of non-consensus to almost not invest in robotics at this point. But, um, we spent a lot of time in that space and I think for us, we just haven't seen the chat GPT moment.[00:20:22] Happen on the hardware side. Um, and the funding going into it feels like it's already. Taking that for granted.[00:20:30] Martin Casado: Yeah. Yeah. But we also went through the drone, you know, um, there's a zip line right, right out there. What's that? Oh yeah, there's a zip line. Yeah. What the drone, what the av And like one of the takeaways is when it comes to hardware, um, most companies will end up verticalizing.[00:20:46] Like if you're. If you're investing in a robot company for an A for agriculture, you're investing in an ag company. ‘cause that's the competition and that's surprising. And that's supply chain. And if you're doing it for mining, that's mining. And so the ad team does a lot of that type of stuff ‘cause they actually set up to [00:21:00] diligence that type of work.[00:21:01] But for like horizontal technology investing, there's very little when it comes to robots just because it's so fit for, for purpose. And so we kinda like to look at software. Solutions or horizontal solutions like applied intuition. Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That's fair, you know, for robotics early on.[00:21:23] And so that sort of thing we're very, very interested. But the actual like robot interacting with the world is probably better for different team. Agree.[00:21:30] Alessio: Yeah, I'm curious who these teams are supposed to be that invest in them. I feel like everybody's like, yeah, robotics, it's important and like people should invest in it.[00:21:38] But then when you look at like the numbers, like the capital requirements early on versus like the moment of, okay, this is actually gonna work. Let's keep investing. That seems really hard to predict in a way that is not,[00:21:49] Martin Casado: I think co, CO two, kla, gc, I mean these are all invested in in Harvard companies. He just, you know, and [00:22:00] listen, I mean, it could work this time for sure.[00:22:01] Right? I mean if Elon's doing it, he's like, right. Just, just the fact that Elon's doing it means that there's gonna be a lot of capital and a lot of attempts for a long period of time. So that alone maybe suggests that we should just be investing in robotics just ‘cause you have this North star who's Elon with a humanoid and that's gonna like basically willing into being an industry.[00:22:17] Um, but we've just historically found like. We're a huge believer that this is gonna happen. We just don't feel like we're in a good position to diligence these things. ‘cause again, robotics companies tend to be vertical. You really have to understand the market they're being sold into. Like that's like that competitive equilibrium with a human being is what's important.[00:22:34] It's not like the core tech and like we're kind of more horizontal core tech type investors. And this is Sarah and I. Yeah, the ad team is different. They can actually do these types of things.[00:22:42] swyx: Uh, just to clarify, AD stands for[00:22:44] Martin Casado: American Dynamism.[00:22:45] swyx: Alright. Okay. Yeah, yeah, yeah. Uh, I actually, I do have a related question that, first of all, I wanna acknowledge also just on the, on the chip side.[00:22:51] Yeah. I, I recall a podcast that where you were on, i, I, I think it was the a CC podcast, uh, about two or three years ago where you, where you suddenly said [00:23:00] something, which really stuck in my head about how at some point, at some point kind of scale it makes sense to. Build a custom aic Yes. For per run.[00:23:07] Martin Casado: Yes.[00:23:07] It's crazy. Yeah.[00:23:09] swyx: We're here and I think you, you estimated 500 billion, uh, something.[00:23:12] Martin Casado: No, no, no. A billion, a billion dollar training run of $1 billion training run. It makes sense to actually do a custom meic if you can do it in time. The question now is timelines. Yeah, but not money because just, just, just rough math.[00:23:22] If it's a billion dollar training. Then the inference for that model has to be over a billion, otherwise it won't be solvent. So let's assume it's, if you could save 20%, which you could save much more than that with an ASIC 20%, that's $200 million. You can tape out a chip for $200 million. Right? So now you can literally like justify economically, not timeline wise.[00:23:41] That's a different issue. An ASIC per model, which[00:23:44] swyx: is because that, that's how much we leave on the table every single time. We, we, we do like generic Nvidia.[00:23:48] Martin Casado: Exactly. Exactly. No, it, it is actually much more than that. You could probably get, you know, a factor of two, which would be 500 million.[00:23:54] swyx: Typical MFU would be like 50.[00:23:55] Yeah, yeah. And that's good.[00:23:57] Martin Casado: Exactly. Yeah. Hundred[00:23:57] swyx: percent. Um, so, so, yeah, and I mean, and I [00:24:00] just wanna acknowledge like, here we are in, in, in 2025 and opening eyes confirming like Broadcom and all the other like custom silicon deals, which is incredible. I, I think that, uh, you know, speaking about ad there's, there's a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here.[00:24:17] Yeah. Uh, move TSMC here, if that's possible. Um, how much overlap is there from ad[00:24:23] Martin Casado: Yeah.[00:24:23] swyx: To, I guess, growth and, uh, investing in particularly like, you know, US AI companies that are strongly bounded by their compute.[00:24:32] Martin Casado: Yeah. Yeah. So I mean, I, I would view, I would view AD as more as a market segmentation than like a mission, right?[00:24:37] So the market segmentation is, it has kind of regulatory compliance issues or government, you know, sale or it deals with like hardware. I mean, they're just set up to, to, to, to, to. To diligence those types of companies. So it's a more of a market segmentation thing. I would say the entire firm. You know, which has been since it is been intercepted, you know, has geographical biases, right?[00:24:58] I mean, for the longest time we're like, you [00:25:00] know, bay Area is gonna be like, great, where the majority of the dollars go. Yeah. And, and listen, there, there's actually a lot of compounding effects for having a geographic bias. Right. You know, everybody's in the same place. You've got an ecosystem, you're there, you've got presence, you've got a network.[00:25:12] Um, and, uh, I mean, I would say the Bay area's very much back. You know, like I, I remember during pre COVID, like it was like almost Crypto had kind of. Pulled startups away. Miami from the Bay Area. Miami, yeah. Yeah. New York was, you know, because it's so close to finance, came up like Los Angeles had a moment ‘cause it was so close to consumer, but now it's kind of come back here.[00:25:29] And so I would say, you know, we tend to be very Bay area focused historically, even though of course we've asked all over the world. And then I would say like, if you take the ring out, you know, one more, it's gonna be the US of course, because we know it very well. And then one more is gonna be getting us and its allies and Yeah.[00:25:44] And it goes from there.[00:25:45] Sarah Wang: Yeah,[00:25:45] Martin Casado: sorry.[00:25:46] Sarah Wang: No, no. I agree. I think from a, but I think from the intern that that's sort of like where the companies are headquartered. Maybe your questions on supply chain and customer base. Uh, I, I would say our customers are, are, our companies are fairly international from that perspective.[00:25:59] Like they're selling [00:26:00] globally, right? They have global supply chains in some cases.[00:26:03] Martin Casado: I would say also the stickiness is very different.[00:26:05] Sarah Wang: Yeah.[00:26:05] Martin Casado: Historically between venture and growth, like there's so much company building in venture, so much so like hiring the next PM. Introducing the customer, like all of that stuff.[00:26:15] Like of course we're just gonna be stronger where we have our network and we've been doing business for 20 years. I've been in the Bay Area for 25 years, so clearly I'm just more effective here than I would be somewhere else. Um, where I think, I think for some of the later stage rounds, the companies don't need that much help.[00:26:30] They're already kind of pretty mature historically, so like they can kind of be everywhere. So there's kind of less of that stickiness. This is different in the AI time. I mean, Sarah is now the, uh, chief of staff of like half the AI companies in, uh, in the Bay Area right now. She's like, ops Ninja Biz, Devrel, BizOps.[00:26:48] swyx: Are, are you, are you finding much AI automation in your work? Like what, what is your stack.[00:26:53] Sarah Wang: Oh my, in my personal stack.[00:26:54] swyx: I mean, because like, uh, by the way, it's the, the, the reason for this is it is triggering, uh, yeah. We, like, I'm hiring [00:27:00] ops, ops people. Um, a lot of ponders I know are also hiring ops people and I'm just, you know, it's opportunity Since you're, you're also like basically helping out with ops with a lot of companies.[00:27:09] What are people doing these days? Because it's still very manual as far as I can tell.[00:27:13] Sarah Wang: Hmm. Yeah. I think the things that we help with are pretty network based, um, in that. It's sort of like, Hey, how do do I shortcut this process? Well, let's connect you to the right person. So there's not quite an AI workflow for that.[00:27:26] I will say as a growth investor, Claude Cowork is pretty interesting. Yeah. Like for the first time, you can actually get one shot data analysis. Right. Which, you know, if you're gonna do a customer database, analyze a cohort retention, right? That's just stuff that you had to do by hand before. And our team, the other, it was like midnight and the three of us were playing with Claude Cowork.[00:27:47] We gave it a raw file. Boom. Perfectly accurate. We checked the numbers. It was amazing. That was my like, aha moment. That sounds so boring. But you know, that's, that's the kind of thing that a growth investor is like, [00:28:00] you know, slaving away on late at night. Um, done in a few seconds.[00:28:03] swyx: Yeah. You gotta wonder what the whole, like, philanthropic labs, which is like their new sort of products studio.[00:28:10] Yeah. What would that be worth as an independent, uh, startup? You know, like a[00:28:14] Martin Casado: lot.[00:28:14] Sarah Wang: Yeah, true.[00:28:16] swyx: Yeah. You[00:28:16] Martin Casado: gotta hand it to them. They've been executing incredibly well.[00:28:19] swyx: Yeah. I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real. Um, pedal to the metal, whatever the, the, the phrase is, is when they start coming after consumer with, uh, against OpenAI and like that is like red alert at Open ai.[00:28:35] Oh, I[00:28:35] Martin Casado: think they've been pretty clear. They're enterprise focused.[00:28:37] swyx: They have been, but like they've been free. Here's[00:28:40] Martin Casado: care publicly,[00:28:40] swyx: it's enterprise focused. It's coding. Right. Yeah.[00:28:43] AI Labs vs Startups: Disruption, Undercutting & the Innovator's Dilemma[00:28:43] swyx: And then, and, but here's cloud, cloud, cowork, and, and here's like, well, we, uh, they, apparently they're running Instagram ads for Claudia.[00:28:50] I, on, you know, for, for people on, I get them all the time. Right. And so, like,[00:28:54] Martin Casado: uh,[00:28:54] swyx: it, it's kind of like this, the disruption thing of, uh, you know. Mo Open has been doing, [00:29:00] consumer been doing the, just pursuing general intelligence in every mo modality, and here's a topic that only focus on this thing, but now they're sort of undercutting and doing the whole innovator's dilemma thing on like everything else.[00:29:11] Martin Casado: It's very[00:29:11] swyx: interesting.[00:29:12] Martin Casado: Yeah, I mean there's, there's a very open que so for me there's like, do you know that meme where there's like the guy in the path and there's like a path this way? There's a path this way. Like one which way Western man. Yeah. Yeah.[00:29:23] Two Futures for AI: Infinite Market vs AGI Oligopoly[00:29:23] Martin Casado: And for me, like, like all the entire industry kind of like hinges on like two potential futures.[00:29:29] So in, in one potential future, um, the market is infinitely large. There's perverse economies of scale. ‘cause as soon as you put a model out there, like it kind of sublimates and all the other models catch up and like, it's just like software's being rewritten and fractured all over the place and there's tons of upside and it just grows.[00:29:48] And then there's another path which is like, well. Maybe these models actually generalize really well, and all you have to do is train them with three times more money. That's all you have to [00:30:00] do, and it'll just consume everything beyond it. And if that's the case, like you end up with basically an oligopoly for everything, like, you know mm-hmm.[00:30:06] Because they're perfectly general and like, so this would be like the, the a GI path would be like, these are perfectly general. They can do everything. And this one is like, this is actually normal software. The universe is complicated. You've got, and nobody knows the answer.[00:30:18] The Economics Reality Check: Gross Margins, Training Costs & Borrowing Against the Future[00:30:18] Martin Casado: My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they're making and how much they, they spent training the last model, they're gross margin positive.[00:30:30] You're like, oh, that's really working. But if you look at like. The current training that they're doing for the next model, their gross margin negative. So part of me thinks that a lot of ‘em are kind of borrowing against the future and that's gonna have to slow down. It's gonna catch up to them at some point in time, but we don't really know.[00:30:47] Sarah Wang: Yeah.[00:30:47] Martin Casado: Does that make sense? Like, I mean, it could be, it could be the case that the only reason this is working is ‘cause they can raise that next round and they can train that next model. ‘cause these models have such a short. Life. And so at some point in time, like, you know, they won't be able to [00:31:00] raise that next round for the next model and then things will kind of converge and fragment again.[00:31:03] But right now it's not.[00:31:04] Sarah Wang: Totally. I think the other, by the way, just, um, a meta point. I think the other lesson from the last three years is, and we talk about this all the time ‘cause we're on this. Twitter X bubble. Um, cool. But, you know, if you go back to, let's say March, 2024, that period, it felt like a, I think an open source model with an, like a, you know, benchmark leading capability was sort of launching on a daily basis at that point.[00:31:27] And, um, and so that, you know, that's one period. Suddenly it's sort of like open source takes over the world. There's gonna be a plethora. It's not an oligopoly, you know, if you fast, you know, if you, if you rewind time even before that GPT-4 was number one for. Nine months, 10 months. It's a long time. Right.[00:31:44] Um, and of course now we're in this era where it feels like an oligopoly, um, maybe some very steady state shifts and, and you know, it could look like this in the future too, but it just, it's so hard to call. And I think the thing that keeps, you know, us up at [00:32:00] night in, in a good way and bad way, is that the capability progress is actually not slowing down.[00:32:06] And so until that happens, right, like you don't know what's gonna look like.[00:32:09] Martin Casado: But I, I would, I would say for sure it's not converged, like for sure, like the systemic capital flows have not converged, meaning right now it's still borrowing against the future to subsidize growth currently, which you can do that for a period of time.[00:32:23] But, but you know, at the end, at some point the market will rationalize that and just nobody knows what that will look like.[00:32:29] Alessio: Yeah.[00:32:29] Martin Casado: Or, or like the drop in price of compute will, will, will save them. Who knows?[00:32:34] Alessio: Yeah. Yeah. I think the models need to ask them to, to specific tasks. You know? It's like, okay, now Opus 4.5 might be a GI at some specific task, and now you can like depreciate the model over a longer time.[00:32:45] I think now, now, right now there's like no old model.[00:32:47] Martin Casado: No, but let, but lemme just change that mental, that's, that used to be my mental model. Lemme just change it a little bit.[00:32:53] Capital as a Weapon vs Task Saturation: Where Real Enterprise Value Gets Built[00:32:53] Martin Casado: If you can raise three times, if you can raise more than the aggregate of anybody that uses your models, that doesn't even matter.[00:32:59] It doesn't [00:33:00] even matter. See what I'm saying? Like, yeah. Yeah. So, so I have an API Business. My API business is 60% margin, or 70% margin, or 80% margin is a high margin business. So I know what everybody is using. If I can raise more money than the aggregate of everybody that's using it, I will consume them whether I'm a GI or not.[00:33:14] And I will know if they're using it ‘cause they're using it. And like, unlike in the past where engineering stops me from doing that.[00:33:21] Alessio: Mm-hmm.[00:33:21] Martin Casado: It is very straightforward. You just train. So I also thought it was kind of like, you must ask the code a GI, general, general, general. But I think there's also just a possibility that the, that the capital markets will just give them the, the, the ammunition to just go after everybody on top of ‘em.[00:33:36] Sarah Wang: I, I do wonder though, to your point, um, if there's a certain task that. Getting marginally better isn't actually that much better. Like we've asked them to it, to, you know, we can call it a GI or whatever, you know, actually, Ali Goi talks about this, like we're already at a GI for a lot of functions in the enterprise.[00:33:50] Um. That's probably those for those tasks, you probably could build very specific companies that focus on just getting as much value out of that task that isn't [00:34:00] coming from the model itself. There's probably a rich enterprise business to be built there. I mean, could be wrong on that, but there's a lot of interesting examples.[00:34:08] So, right, if you're looking the legal profession or, or whatnot, and maybe that's not a great one ‘cause the models are getting better on that front too, but just something where it's a bit saturated, then the value comes from. Services. It comes from implementation, right? It comes from all these things that actually make it useful to the end customer.[00:34:24] Martin Casado: Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.[00:34:31] Sarah Wang: Mm-hmm.[00:34:32] Martin Casado: Yeah. I code every day. It's so fun.[00:34:35] Sarah Wang: That's a core question. Yeah.[00:34:36] Martin Casado: And like. When I'm talking to these models, it's not just code. I mean, it's everything, right? Like I, you know, like it's,[00:34:43] swyx: it's healthcare.[00:34:44] It's,[00:34:44] Martin Casado: I mean, it's[00:34:44] swyx: Mele,[00:34:45] Martin Casado: but it's every, it is exactly that. Like, yeah, that's[00:34:47] Sarah Wang: great support. Yeah.[00:34:48] Martin Casado: It's everything. Like I'm asking these models to, yeah, to understand compliance. I'm asking these models to go search the web. I'm asking these models to talk about things I know in the history, like it's having a full conversation with me while I, I engineer, and so it could be [00:35:00] the case that like, mm-hmm.[00:35:01] The most a, you know, a GI complete, like I'm not an a GI guy. Like I think that's, you know, but like the most a GI complete model will is win independent of the task. And we don't know the answer to that one either.[00:35:11] swyx: Yeah.[00:35:12] Martin Casado: But it seems to me that like, listen, codex in my experience is for sure better than Opus 4.5 for coding.[00:35:18] Like it finds the hardest bugs that I work in with. Like, it is, you know. The smartest developers. I don't work on it. It's great. Um, but I think Opus 4.5 is actually very, it's got a great bedside manner and it really, and it, it really matters if you're building something very complex because like, it really, you know, like you're, you're, you're a partner and a brainstorming partner for somebody.[00:35:38] And I think we don't discuss enough how every task kind of has that quality.[00:35:42] swyx: Mm-hmm.[00:35:43] Martin Casado: And what does that mean to like capital investment and like frontier models and Submodels? Yeah.[00:35:47] Why “Coding Models” Keep Collapsing into Generalists (Reasoning vs Taste)[00:35:47] Martin Casado: Like what happened to all the special coding models? Like, none of ‘em worked right. So[00:35:51] Alessio: some of them, they didn't even get released.[00:35:53] Magical[00:35:54] Martin Casado: Devrel. There's a whole, there's a whole host. We saw a bunch of them and like there's this whole theory that like, there could be, and [00:36:00] I think one of the conclusions is, is like there's no such thing as a coding model,[00:36:04] Alessio: you know?[00:36:04] Martin Casado: Like, that's not a thing. Like you're talking to another human being and it's, it's good at coding, but like it's gotta be good at everything.[00:36:10] swyx: Uh, minor disagree only because I, I'm pretty like, have pretty high confidence that basically open eye will always release a GPT five and a GT five codex. Like that's the code's. Yeah. The way I call it is one for raisin, one for Tiz. Um, and, and then like someone internal open, it was like, yeah, that's a good way to frame it.[00:36:32] Martin Casado: That's so funny.[00:36:33] swyx: Uh, but maybe it, maybe it collapses down to reason and that's it. It's not like a hundred dimensions doesn't life. Yeah. It's two dimensions. Yeah, yeah, yeah, yeah. Like and exactly. Beside manner versus coding. Yeah.[00:36:43] Martin Casado: Yeah.[00:36:44] swyx: It's, yeah.[00:36:46] Martin Casado: I, I think for, for any, it's hilarious. For any, for anybody listening to this for, for, for, I mean, for you, like when, when you're like coding or using these models for something like that.[00:36:52] Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you're, I [00:37:00] think like, like the best Soto ish model. You know, it is going to remain very important no matter what the task is.[00:37:06] swyx: Yeah.[00:37:07] What He's Actually Coding: Gaussian Splats, Spark.js & 3D Scene Rendering Demos[00:37:07] swyx: Uh, speaking of coding, uh, I, I'm gonna be cheeky and ask like, what actually are you coding?[00:37:11] Because obviously you, you could code anything and you are obviously a busy investor and a manager of the good. Giant team. Um, what are you calling?[00:37:18] Martin Casado: I help, um, uh, FEFA at World Labs. Uh, it's one of the investments and um, and they're building a foundation model that creates 3D scenes.[00:37:27] swyx: Yeah, we had it on the pod.[00:37:28] Yeah. Yeah,[00:37:28] Martin Casado: yeah. And so these 3D scenes are Gaussian splats, just by the way that kind of AI works. And so like, you can reconstruct a scene better with, with, with radiance feels than with meshes. ‘cause like they don't really have topology. So, so they, they, they produce each. Beautiful, you know, 3D rendered scenes that are Gaussian splats, but the actual industry support for Gaussian splats isn't great.[00:37:50] It's just never, you know, it's always been meshes and like, things like unreal use meshes. And so I work on a open source library called Spark js, which is a. Uh, [00:38:00] a JavaScript rendering layer ready for Gaussian splats. And it's just because, you know, um, you, you, you need that support and, and right now there's kind of a three js moment that's all meshes and so like, it's become kind of the default in three Js ecosystem.[00:38:13] As part of that to kind of exercise the library, I just build a whole bunch of cool demos. So if you see me on X, you see like all my demos and all the world building, but all of that is just to exercise this, this library that I work on. ‘cause it's actually a very tough algorithmics problem to actually scale a library that much.[00:38:29] And just so you know, this is ancient history now, but 30 years ago I paid for undergrad, you know, working on game engines in college in the late nineties. So I've got actually a back and it's very old background, but I actually have a background in this and so a lot of it's fun. You know, but, but the, the, the, the whole goal is just for this rendering library to, to,[00:38:47] Sarah Wang: are you one of the most active contributors?[00:38:49] The, their GitHub[00:38:50] Martin Casado: spark? Yes.[00:38:51] Sarah Wang: Yeah, yeah.[00:38:51] Martin Casado: There's only two of us there, so, yes. No, so by the way, so the, the pri The pri, yeah. Yeah. So the primary developer is a [00:39:00] guy named Andres Quist, who's an absolute genius. He and I did our, our PhDs together. And so like, um, we studied for constant Quas together. It was almost like hanging out with an old friend, you know?[00:39:09] And so like. So he, he's the core, core guy. I did mostly kind of, you know, the side I run venture fund.[00:39:14] swyx: It's amazing. Like five years ago you would not have done any of this. And it brought you back[00:39:19] Martin Casado: the act, the Activ energy, you're still back. Energy was so high because you had to learn all the framework b******t.[00:39:23] Man, I f*****g used to hate that. And so like, now I don't have to deal with that. I can like focus on the algorithmics so I can focus on the scaling and I,[00:39:29] swyx: yeah. Yeah.[00:39:29] LLMs vs Spatial Intelligence + How to Value World Labs' 3D Foundation Model[00:39:29] swyx: And then, uh, I'll observe one irony and then I'll ask a serious investor question, uh, which is like, the irony is FFE actually doesn't believe that LMS can lead us to spatial intelligence.[00:39:37] And here you are using LMS to like help like achieve spatial intelligence. I just see, I see some like disconnect in there.[00:39:45] Martin Casado: Yeah. Yeah. So I think, I think, you know, I think, I think what she would say is LLMs are great to help with coding.[00:39:51] swyx: Yes.[00:39:51] Martin Casado: But like, that's very different than a model that actually like provides, they, they'll never have the[00:39:56] swyx: spatial inte[00:39:56] Martin Casado: issues.[00:39:56] And listen, our brains clearly listen, our brains, brains clearly have [00:40:00] both our, our brains clearly have a language reasoning section and they clearly have a spatial reasoning section. I mean, it's just, you know, these are two pretty independent problems.[00:40:07] swyx: Okay. And you, you, like, I, I would say that the, the one data point I recently had, uh, against it is the DeepMind, uh, IMO Gold, where, so, uh, typically the, the typical answer is that this is where you start going down the neuros symbolic path, right?[00:40:21] Like one, uh, sort of very sort of abstract reasoning thing and one form, formal thing. Um, and that's what. DeepMind had in 2024 with alpha proof, alpha geometry, and now they just use deep think and just extended thinking tokens. And it's one model and it's, and it's in LM.[00:40:36] Martin Casado: Yeah, yeah, yeah, yeah, yeah.[00:40:37] swyx: And so that, that was my indication of like, maybe you don't need a separate system.[00:40:42] Martin Casado: Yeah. So, so let me step back. I mean, at the end of the day, at the end of the day, these things are like nodes in a graph with weights on them. Right. You know, like it can be modeled like if you, if you distill it down. But let me just talk about the two different substrates. Let's, let me put you in a dark room.[00:40:56] Like totally black room. And then let me just [00:41:00] describe how you exit it. Like to your left, there's a table like duck below this thing, right? I mean like the chances that you're gonna like not run into something are very low. Now let me like turn on the light and you actually see, and you can do distance and you know how far something away is and like where it is or whatever.[00:41:17] Then you can do it, right? Like language is not the right primitives to describe. The universe because it's not exact enough. So that's all Faye, Faye is talking about. When it comes to like spatial reasoning, it's like you actually have to know that this is three feet far, like that far away. It is curved.[00:41:37] You have to understand, you know, the, like the actual movement through space.[00:41:40] swyx: Yeah.[00:41:40] Martin Casado: So I do, I listen, I do think at the end of these models are definitely converging as far as models, but there's, there's, there's different representations of problems you're solving. One is language. Which, you know, that would be like describing to somebody like what to do.[00:41:51] And the other one is actually just showing them and the space reasoning is just showing them.[00:41:55] swyx: Yeah, yeah, yeah. Right. Got it, got it. Uh, the, in the investor question was on, on, well labs [00:42:00] is, well, like, how do I value something like this? What, what, what work does the, do you do? I'm just like, Fefe is awesome.[00:42:07] Justin's awesome. And you know, the other two co-founder, co-founders, but like the, the, the tech, everyone's building cool tech. But like, what's the value of the tech? And this is the fundamental question[00:42:16] Martin Casado: of, well, let, let, just like these, let me just maybe give you a rough sketch on the diffusion models. I actually love to hear Sarah because I'm a venture for, you know, so like, ventures always, always like kind of wild west type[00:42:24] swyx: stuff.[00:42:24] You, you, you, you paid a dream and she has to like, actually[00:42:28] Martin Casado: I'm gonna say I'm gonna mar to reality, so I'm gonna say the venture for you. And she can be like, okay, you a little kid. Yeah. So like, so, so these diffusion models literally. Create something for, for almost nothing. And something that the, the world has found to be very valuable in the past, in our real markets, right?[00:42:45] Like, like a 2D image. I mean, that's been an entire market. People value them. It takes a human being a long time to create it, right? I mean, to create a, you know, a, to turn me into a whatever, like an image would cost a hundred bucks in an hour. The inference cost [00:43:00] us a hundredth of a penny, right? So we've seen this with speech in very successful companies.[00:43:03] We've seen this with 2D image. We've seen this with movies. Right? Now, think about 3D scene. I mean, I mean, when's Grand Theft Auto coming out? It's been six, what? It's been 10 years. I mean, how, how like, but hasn't been 10 years.[00:43:14] Alessio: Yeah.[00:43:15] Martin Casado: How much would it cost to like, to reproduce this room in 3D? Right. If you, if you, if you hired somebody on fiber, like in, in any sort of quality, probably 4,000 to $10,000.[00:43:24] And then if you had a professional, probably $30,000. So if you could generate the exact same thing from a 2D image, and we know that these are used and they're using Unreal and they're using Blend, or they're using movies and they're using video games and they're using all. So if you could do that for.[00:43:36] You know, less than a dollar, that's four or five orders of magnitude cheaper. So you're bringing the marginal cost of something that's useful down by three orders of magnitude, which historically have created very large companies. So that would be like the venture kind of strategic dreaming map.[00:43:49] swyx: Yeah.[00:43:50] And, and for listeners, uh, you can do this yourself on your, on your own phone with like. Uh, the marble.[00:43:55] Martin Casado: Yeah. Marble.[00:43:55] swyx: Uh, or but also there's many Nerf apps where you just go on your iPhone and, and do this.[00:43:59] Martin Casado: Yeah. Yeah. [00:44:00] Yeah. And, and in the case of marble though, it would, what you do is you literally give it in.[00:44:03] So most Nerf apps you like kind of run around and take a whole bunch of pictures and then you kind of reconstruct it.[00:44:08] swyx: Yeah.[00:44:08] Martin Casado: Um, things like marble, just that the whole generative 3D space will just take a 2D image and it'll reconstruct all the like, like[00:44:16] swyx: meaning it has to fill in. Uh,[00:44:18] Martin Casado: stuff at the back of the table, under the table, the back, like, like the images, it doesn't see.[00:44:22] So the generator stuff is very different than reconstruction that it fills in the things that you can't see.[00:44:26] swyx: Yeah. Okay.[00:44:26] Sarah Wang: So,[00:44:27] Martin Casado: all right. So now the,[00:44:28] Sarah Wang: no, no. I mean I love that[00:44:29] Martin Casado: the adult[00:44:29] Sarah Wang: perspective. Um, well, no, I was gonna say these are very much a tag team. So we, we started this pod with that, um, premise. And I think this is a perfect question to even build on that further.[00:44:36] ‘cause it truly is, I mean, we're tag teaming all of these together.[00:44:39] Investing in Model Labs, Media Rumors, and the Cursor Playbook (Margins & Going Down-Stack)[00:44:39] Sarah Wang: Um, but I think every investment fundamentally starts with the same. Maybe the same two premises. One is, at this point in time, we actually believe that there are. And of one founders for their particular craft, and they have to be demonstrated in their prior careers, right?[00:44:56] So, uh, we're not investing in every, you know, now the term is NEO [00:45:00] lab, but every foundation model, uh, any, any company, any founder trying to build a foundation model, we're not, um, contrary to popular opinion, we're

Throwback ThursdayBunnie's first-ever guest, the iconic Fefe Dobson, returns for a long-overdue reunion this week. Fefe talks about taking a break from music to save her sanity, touring with Avril, and how video games became her unexpected therapy. She opens up about keeping her private life with longtime partner Yelawolf lowkey, navigating fame, and the story behind naming an album after her mom's stripper name. Fefe also shares why leather pants will always be her thing, and what she's manifesting next - including new music and a movie.Watch Full Episodes & More: YouTubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Live! with Fefe & Freddy, we slid into the holiday season with conversation, chaos, and a little sparkle. Freddy shared birthday celebrations for his daughter, complete with Wicked, slideshow presentations, and Friendsgiving prep, while Fefe talked about emotional overload, parenting fatigue, and finding time to reset for the week.In Just the Tip, Freddy dove into holiday favorites — from decorating traditions and nostalgic music to go-to movies, gingerbread cookies, peppermint ice cream, and the joy of celebrating without the pressure of consumerism.In A Closer Look at Current Events, we unpacked the resignation of Marjorie Taylor Greene, rising anti-LGBTQ rhetoric, and Arizona legislative updates. We also shared uplifting news, including global HPV vaccination progress and solar energy becoming the fastest-growing electricity source worldwide.Watch the replay on Facebook or YouTube, or listen on your favorite podcast platform.

Bitcoin just bounced… but is this the real bottom forming, or the exact kind of pump designed to sucker everyone back in before another leg down? Today, Fefe, one of the only creators who publicly called the top in October, breaks down why he still believes every bounce could be exit liquidity, why market-structure has already confirmed a deeper correction, and what signals he's watching to spot the real reversal.~~~~~

This week on Live! with Fefe & Freddy, we took on one of the most human topics of all: grief. After losing a friend unexpectedly, Freddy opened up in “Just the Tip” about how grief hits differently for everyone — whether it's the loss of a person, a relationship, or even an idea of what life was supposed to be. We talked about the stages of grief, giving people space to process, and how collective grief impacts entire communities.In “A Closer Look at Current Events,” Fefe broke down major news stories, including:• The U.S. retiring the penny• The end of the government shutdown and delayed pay for workers and military personnel• Transgender Air Force members suing over the loss of early retirement benefits• Michelle Obama's firm statements on not running for president• Trump's sudden push to release the Epstein files• New breakthroughs in meditation research and enamel regrowth• Good news from a new book-vending machine supporting small authorsWe also recapped the weekend — from Drag Bingo + Cats selling out to family time, laundry, Freak Brothers Pizza, and a too-warm Zoo Lights trip.The episode closed with a reminder to cherish time with your chosen family, lift up your trans siblings during Trans Awareness Week, and invest in the people who make life meaningful.Watch the replay on Facebook or YouTube, or listen on your favorite podcast platform.

In this week's episode of Live! with Fefe & Freddy, things got real, funny, and a little chaotic as the duo covered everything from government shutdown drama to reality TV madness.Freddy shared his “Just the Tip” segment on how watching reality TV — like Married at First Sight and Love Island — can actually help strengthen relationships (yes, really). He broke down red flags, communication lessons, and how shared “trash TV” moments can spark meaningful conversations about love, boundaries, and self-awareness.Fefe took “A Closer Look at Current Events,” diving into Veterans Day reflections, same-sex marriage rights, and the ongoing government shutdown. From military family stories to the latest political updates, she highlighted the need for empathy, awareness, and advocacy — even when the system feels broken.The pair also caught up on local community events, including the Queer Center's Fall Fest and the Emperor's Ball, and shared plenty of laughs over food fails, social media pet peeves, and the chaos of parenting and burnout.It's your midweek mix of humor, heart, and real talk — only on Live! with Fefe & Freddy.

This week on Live! with Fefe & Freddy, the conversation got real — mixing laughs, tough truths, and reminders about compassion and awareness in today's world.Freddy returned after recovering from a migraine and shared updates from Halloween weekend, including Trunk or Treat fun, movie night, and some big life updates about his upcoming Honeyfund and citizenship process. Fefe recapped her Halloween adventures with the family, trick-or-treating as a “grandpa,” and caught up on the latest South Park episodes — chaos, butt babies, and all.In “Just the Tip,” Freddy took on the topic of Being on Government Assistance, unpacking privilege, judgment, and misconceptions about those who rely on programs like SNAP. He reminded listeners that everyone's circumstances are different — and compassion should come before criticism.Then in “A Closer Look at Current Events,” Fefe broke down the latest election results, government shutdown updates, and the stories making headlines — including Arizona's new ballot measures, national Democratic wins, and the real impact of choices and empathy in everyday life.

Anton „Fefe“ Fedorko, známy content creator z nášho regiónu, presedlal z vizuálnej tvorby na podcasting. V projekte Stratené archívy spracúva skutočné tragické príbehy, ktoré u poslucháčov vyvolávajú napätie aj silné emócie. V rozhovore pre Trnavské rádio priblížil, kde hľadá námety, ako kontroluje pravdivosť príbehov a prečo je preňho dôležitý morálny odkaz.

This week, Fefe held it down solo while Freddy was out recovering from a migraine — but the conversation didn't miss a beat!Fefe shared updates from the week, including community highlights like Drag Bingo at Drink Me! Tea Room, Dia de los Muertos festivities, and Trunk or Treat at Brick Road Coffee, where Freddy and family brought the carnival fun.In “Just the Tip,” Fefe offered clever, hilarious, and affordable ideas for last-minute Halloween costumes — from Cereal Killer to Plant Daddy and even a DIY Cactus look.Then in “A Closer Look at Current Events,” things got serious (and a little strange) with stories ranging from the Texas Attorney General suing over Tylenol to world headlines that had everyone saying “WTF?”The show wrapped with some good laughs and chaotic energy — exactly what Wednesday nights are made for.

Welcome back to YOUR Wednesday night conversation! The season premiere of Live! with Fefe & Freddy kicked off with laughter, real talk, and a few “WTF?!” moments as Felicia “Fefe” Minor and Freddy Prinze Charming returned for Season 14.The duo caught up after their summer break—covering Freddy's 20th year in drag, Pride season highlights, and Fefe's busy summer balancing family, events, and trivia nights.This week's “Just the Tip” segment dives into the chaos (and comedy) of cohabitating with teenagers—where communication gets tested, patience gets stretched, and no one ever answers a simple question directly. From driving permits to household chores, Fefe and Freddy share honest, hilarious insights about parenting through it all.In “A Closer Look at Current Events,” the hosts react to headline oddities, including RFK Jr.'s brain worm confession, George Santos' commuted sentence, and a surprising White House renovation that has everyone talking.The episode wraps up with a lively conversation with special guest Christine Vibrant, followed by the outrageous after-show game, “This or That,” featuring truly questionable (and hysterical) would-you-rathers.Oct 23 – Drag Bingo at Drink Me! Tea RoomOct 25 – Drag Bingo at Shea Cheese LoungeOct 25 – Trunk or Treat & Queer Marketplace at Brick Road CoffeeNov 9 – Emperor's Ball at The RockNov 14 – Drag Bingo + Cats at PHX Cat CaféDec 11 – Sex Trivia at Gracie's Tax Bar

Vodičák som nechcel, dnes mám Defender. Ale Land Cruiser Tybykemu závidíme všetci, hovorí v rozhovore Tomáš Yxo Dohňanský z kapely Hex.Z otvárania kilometrových úsekov diaľnic cítim smiech a plač, hovorí Tomášom Yxo Dohňanský z Hexu. Nedokončená diaľnica do Košíc je úplná hanba tejto republiky, tvrdí.Ďuro Sabo sa v novej epizóde podcastu venuje aj praktickým radám pre vodičov, vrátane bezpečnosti obuvi za volantom, pričom upozorňuje na rozdiely v legislatíve v rôznych krajinách a potenciálne dôsledky nesprávnej obuvi pri nehode. Dozviete sa aj o inovatívnom prístupe k turizmu na Faerských ostrovoch, kde si turisti môžu prenajať auto s prekvapivou navigáciou k neznámym lokálnym atrakciám, čím sa podporuje objavovanie menej známych miest.A aby sme nezabudli, hexákom gratulujeme k 35 rokom stráveným na cestách za svojimi fanúšikmi!Rozhovor s Yxom z kapely Hex: Máme radi dobré kvalitné autá, no hlavne bezpečnéPočas rozhovoru Yxo šoféroval auto a mal namierené na festival Grape. Prvá otázka tak vyplynula celkom prirodzene:Je to tak, že na koncerty jazdíte každý člen kapely sám? Nie, nie, toto je veľká výnimka, lebo ideme tak individuálne aj kvôli tomu, že s niektorými chalanmi idú ženy, deti a každý ideme svojím autom na Grape, lebo budeme sa aj tak rôzne pohybovať, ale ináč chodíme vždy a v zásade jednou veľkou dodávkou, kde je celá aparatúra a aj s technikmi chalanmi. A druhá dodávka je plná veselých muzikantov.Ako vyzerá taká jazda s Hexom? Počúvate, rozprávate sa alebo ste ticho alebo si čítate alebo čo?Máme výborného šoféra nášho Iľju. Takže my teda môžeme si robiť, čo chceme v tom aute, ale už je to naozaj trošku kľudnejšie. Teraz samozrejme, že sú tam nejaké rozhovory o filmoch, o knihách, o hocičom. Potom kľudne si niekto pozrie film, niekto si vypočuje hudbu, ale hudbu ako takú, že spoločne moc nepočúvame v tom aute. Skôr sa rozprávame alebo sa venujeme každý tomu, čo chce a tak ďalej a tak ďalej. Takže je to taká kombinácia hlavne na tých dlhých tých cestách.Kto je z vašej kapely taký najväčší fanúšik do áut?Vieš čo, my to máme tak, mám pocit s tými autami, že my ich máme naozaj ako také, že dopravné prostriedky. Nepobadal som, že by niekto bol taký ten autíčkár, že by presne vedel, že čo kde ako a tuningy a takéto veci. Ale tak máme radi dobré autá, máme radi kvalitné autá a máme radi hlavne bezpečné autá.Na čom jazdí Hex?Idem od rytmickej sekcie. Tybyke má Toyotu Land Cruiser, takú veľmi starú, ale fantastické auto. Normálne mu ho všetci závidíme. On tam má normálne ešte kazeťák. Potom Sharkan má Volvo 90-kové. Fefe má Lexus, ale neviem aký typ, lebo ja sa v týchto japonských autách nevyznám. Náš Lacko má tuším, že Nissan nejaký. To je náš gitarista. Ja jazdím na Land Rover Defender.To je celkom pekná zbierka. A keď idete teraz spolu, tak to velikánske auto, to je aké? No to technické, myslím, že nejaký najväčší Renault, čo vyrábajú s takým ložným priestorom plus miesta pre päť ľudí a my chodíme Mercedesom Viano alebo Vito. Také také čierne také pekné auto. Také ako sa vozia hollywoodske hviezdy.Super. Dobre, poďme na sekundu ešte k tebe. Ty si spomínaš na akom aute si robil skúšky na vodičák? Spomínam si úplne presne, lebo som mal veľmi prísneho učiteľa a to ti bola taká, že Škoda Felicia, taká taká ešte staré auto, také, ešte tam nebola ani klimatizácia, ani nič. No Škoda Felicia proste.Vypočujte si celý rozhovor.V podcaste sa dozviete sa aj to, aký má Yxo názor na slovenské cesty, akú kritiku adresu slovenským vládam za...

We ended this season with style, substance, and no shortage of side-eye as we celebrated identity, fashion, community, and trans resilience. From Black dandyism to queer travel safety tips, and a healthy dose of real talk—you already know we came ready.Show Notes:Hosts: Felicia “Fefe” Minor and Freddy Prinze CharmingHousekeeping:Join our Patreon: patreon.com/livewithfefeandfreddyExclusive merch drops available—stickers, mugs, tees, and totesHuge thanks to our patrons and sponsor WigsofaKind for their support this seasonLet's Talk About Us:Freddy:Long night in TucsonWeekend rehearsalsStarted watching Poly FamilyFelicia:Got her first Cameo requestWatched the Met Gala live for the first timeJust the Tip – ALL THE TIPS (Season Finale Edition):Tapping into Your Inner Dandy:Style as self-expression, especially within the Black communityHow Black dandyism evolved as resistance and identityWays to elevate your fashion game: tailoring, accessories, color, and confidenceThis year's Met Gala theme celebrated Black dandyism with stunning resultsTrans History Week:Highlighted influential trans pioneers including Dora Richter, Dr. Alan Hart, Lou Sullivan, and CoccinelleHonoring the legacy and impact of trans individuals in medicine, activism, and lawTraveling While Trans and/or Queer:U.S. carries a “Do Not Travel” advisory for trans individuals—safety mattersHigh-risk states include TX and FLTips for staying safe while on the road:Keep ID documents currentAvoid solo long drives through high-risk areasShare your location, stick to well-lit stops, and have a travel buddyTrust your instincts—remove yourself from unsafe situationsA Closer Look at Current Events:Import tariffs driving prices up—145% increases on apps like Temu and SHEINGeorge Santos sentenced to 7+ years for fraud and identity theftTrump vs. Bezos: Amazon exposes tariff costs, and Twitler is madMen are shaving off eyelashes because... masculinity?RFK Jr. says fluoride lowers IQ—what are we even doingPoland repeals final “LGBT-free zone”Harvey Fierstein to receive Lifetime Achievement TonyMet Gala raised $31 million for Black fashion historyFormer Memphis officers acquitted in Tyre Nichols' deathIndia-Pakistan tensions escalate with deadly missile strikesUpcoming Shows & Events:May 16 – Drag Bingo + Cats at PHX Cat CafeMay 24 – Drag Story Hour AZ Annual Fundraiser (20% off with promo code)May 29 – Drag Bingo at Drink Me! Tea RoomJune 5 – Second Annual MPI AZ Drag Bingo at Warehouse 215June 6 – PFF Dragstravaganza (free with con pass)June 7–8 – Drag Story Hour AZ at Phoenix Fan FusionSeptember 4 – Sex Trivia returns to Gracie's Tax BarEnd of Show:Thank you for an incredible Season 13Special thanks to our live viewers, replay watchers, and podcast listenersOver 15,000 downloads and growingSee you soon for more honest, bold, fabulous conversations on Live! with Fefe & FreddyListen on Facebook, YouTube, Twitch, Spotify, Apple Podcasts, or wherever you stream podcasts.

Fefe é uma das maiores influenciadoras digitais do país, além de atriz e entrevistadora. Em seu canal no YouTube, “Deixa falar”, ela mergulha no mundo do true cr1me e apresenta casos criminais bizarros que ocorreram em diferentes partes do mundo, sempre conquistando o público com seu jeito carismático e envolvente. Assista a este episódio do podcast e conheça mais sobre a trajetória e os trabalhos de Fefe.#Fefe #DeixaFalar #InvestigaçãocriminalAssista aos demais programas do Investigação Criminal:https://www.youtube.com/@ICInvestigacaoCriminal

Fefe Deskins is a resilient concussion survivor who has navigated the challenges of post-concussion syndrome (PCS) since her initial injury in 2012. After experiencing multiple concussions, Fefe has learned to adapt, advocate for herself, and find strength through faith and self-awareness. In this interview, she opens up about her journey with post-concussion syndrome, from memory struggles and emotional overwhelm to finding hope through faith, self-compassion, and therapy. She discusses the importance of communication and acceptance. Whether you're a concussion survivor or supporting someone who is, Fefe's story offers invaluable insights on resilience, patience, and the power of staying present.Resources & Advice Mentioned by Fefe:Contact & Additional Resources:Cognitive Behavioral Therapy (CBT):Fefe credits CBT with helping her process emotions and reframe negative thoughts. She worked with a therapist who used simple, visual tools (like emojis) to label and manage her feelings.Alternative Treatment: Nasal Specific TechniqueDr. Buhler, a chiropractor from Buhler Athletic Injuries & Human Performance Clinic performed a specialized treatment involving inflating a balloon in the nasal passage to release skull plate tension. https://www.youtube.com/watch?v=pl8GqZulWokNote: This is a specialized therapy—consult a specialist to see if it's right for you.Self-Care Strategies:Rest & Naps: Prioritizing short breaks or naps to recharge her brain.Nature & Solo Activities: Hiking, photography, and pottery helped her reset.Dishes as Therapy: The rhythmic, sensory activity calmed her nervous system.Faith & Community:Fefe emphasizes how her faith in God and involvement with The Church of Jesus Christ of Latter-day Saints provided stability and hope. She recommends leaning into spiritual practices or personal beliefs as a source of strength.Communication Tips:Be honest with loved ones about your energy levels and needs.Use humor to diffuse frustration (e.g., laughing off forgotten plans).Key Mindset Shifts:Let go of rigid expectations for the future. Focus on small, daily wins.Accept that recovery isn't linear—bad days will pass.Contact & Additional Resources:Fefe's Advice: "Don't fight the wave. Let emotions come, then let them go. Advocate for yourself—no one knows your brain like you do."For Concussion Coaching: Visit https://theconcussioncoach.com/contact/ to sign up for a free consultation with Bethany Lewis.If you would like to sign up for a free concussion coaching consultation with me to learn how you can understand and manage your symptoms, speed up your recovery, and get your life back following a concussion, go to my website: ⁠www.theconcussioncoach.com⁠, or click on this link: ⁠https://theconcussioncoach.com/contact

On this episode of Live! with Fefe & Freddy, we were joined by the stunning and insightful Kristofer Inez Onyx, current Gay America Esquire 2025. We got into his pageant journey, what it means to serve with purpose, and how he's using his platform to uplift community. We also had some real talk about trust, transparency, and emotional maturity in queer spaces. And yes—this week's Just the Tip was one to remember.Show Notes:Hosted by Felicia “Fefe” Minor and Freddy Prinze CharmingSpecial guest: Kristofer Inez OnyxGay America Esquire 2025Shared his journey in national pageantry and what motivates him to lead with intentionTalked about emotional intelligence, community building, and representation in the LGBTQ+ pageant worldHousekeeping:Support us on Patreon: patreon.com/livewithfefeandfreddyMerch available for patrons at all levels—stickers, mugs, tees, totesThanks to our Patreon supporters and season sponsor, WigsofaKindLet's Talk About Us:FreddyAttended his kid's school playRehearsals for Phoenix Fan FusionYard work and pig house progressFeliciaHosted Drag Bingo at Drink Me! Tea RoomReconnected with a group of birthday queens all born the same month and year—what a vibeJust the Tip:Topic: How to build—and rebuild—trustTrust requires consistency, not just apologiesRed flags, accountability, and learning how to move forward without rushing resolutionWhat transparency looks like in friendships, relationships, and community spacesUpcoming Shows & Events:May 2 – Entice Burlesque in TucsonMay 16 – Drag Bingo + Cats at PHX Cat CafeMay 24 – Drag Story Hour Arizona Annual Fundraiser (20% off with promo code)May 29 – Drag Bingo at Drink Me! Tea RoomJune 5 – MPI AZ Drag Bingo at Warehouse 215June 6 – PFF Dragstravaganza (free with Phoenix Fan Fusion badge)June 7–8 – Drag Story Hour AZ at Phoenix Fan FusionSeptember 4 – Sex Trivia Night returns to Gracie's Tax BarEnd of Show:Huge thanks to Kristofer Inez Onyx for joining us and sharing his brillianceShoutout to our live viewers, replay watchers, and podcast listeners15,000+ downloads and still growingJoin us next week for YOUR Wednesday night conversationListen to the episode on Facebook, YouTube, Twitch, Spotify, Apple Podcasts, or wherever you get your podcasts.

This week on Live! with Fefe & Freddy, we were joined by artist, leatherman, and all-around creative powerhouse Erick Turner. We talked about artistic expression, queer identity, and the power of telling authentic stories through art. Plus, we unpacked this week's chaos in politics, tech scandals, and some moments that made us go, “is this real life?”Show Notes:Hosted by Felicia “Fefe” Minor and Freddy Prinze CharmingSpecial guest: Erick TurnerArtist, leatherman, and founding member of Open Circle Art CollectiveShared updates on his erotic art show and how his work reflects leather culture, body politics, and queer joyTalked about artistic evolution, influence, and pushing boundaries while staying grounded in communityHousekeeping:Support the show on Patreon at patreon.com/livewithfefeandfreddyExclusive merch for patrons: stickers, mugs, shirts, totesThank you to our patrons and season sponsor WigsofaKindLet's Talk About Us:FreddyHosted Sex Trivia ThursdayFamily dinner in Apache Junction and officially adopted Dee into the famRehearsals and pig house project over the weekendFeliciaHelped host Sex Trivia at Gracie'sEaster weekend was mellowDoctor visit and a nail refreshStayed home with a sick kid on MondayA Closer Look at Current Events:Signal app security: how it's being used by government officials to avoid transparencyDefense Secretary shared sensitive information in Signal chats with his wife, brother, and attorneyTrump refused to declare Arkansas a disaster zone after tornadoes—leaving victims without aidElon Musk officially dropped DOGE and returned to Tesla after the brand started unravelingTrump's Easter message focused on the “radical left,” ignoring the actual holidayPope Francis passed away, raising uncertainty about the future of the VaticanUpcoming Shows & Events:April 24 – Drag Bingo at Drink Me Tea RoomMay 2 – Entice Burlesque in TucsonMay 24 – Drag Story Hour Arizona Annual Fundraiser (use promo code for 20% off tickets)End of Show:Thanks to everyone who joined us live or listened laterOver 15,000 podcast downloads and countingWe'll see you next Wednesday for YOUR Wednesday night conversationListen on Facebook, YouTube, Twitch, Spotify, Apple Podcasts, or wherever you stream podcasts.

OPEN HEAVENSMATALA LE LAGI MO LE ASO LUA 22 APERILA 2025(tusia e Pastor EA Adeboye)Manatu Autu: Avea ma tagata e matuā fefe ai le tiapolo (Becoming a terror for the devil).Tauloto -Tusi Paia–Isaia 61:1  “Ua i o‘u luga le Agaga o le Ali‘i le ATUA; Auā ‘ua fa‘au‘uina a‘u e le ALI‘I e tala‘i le tala lelei i ē ‘ua tigāina, ‘Ua ia ‘auina mai a‘u e fufusi i ē loto momomo, E tala‘i le sa‘olotoga i le tāfeaga ma le matuā tatalaina o ē ‘ua fusifusia.”‭‭Faitauga – Tusi Paia – Faamasino 16:1-3Pe aisea na filifilia ai e se ‘au tau le taeao latou te  osofa'ia ai se tagata e to'atasi e pei ona  tatou faitau ai i le Tusi Paia o lenei aso? Ou te talitonu ona sa fefefe ia Samasoni, ma latou iloa lelei e manaomia le malamalama ina nei faasagatau mai Samasoni, ona sosola ese lea. O ai e mafai ona saunia oe e matuā fefefe ai malosiaga o le pouliuli ma faaaogaina oe e tatalaina faamalosi  faitototo'a o lea aai ina ia susulu atu iai le malamalama o le talalelei? O le tali – O Agaga Pa'ia.Ou te manatua le faato'a amataina o sauniga faaevagelia tetele i vaega uma o Nigeria, i le matou naunauta'iga e faatino le galuega a le Atua. Matou te vala'auina uma faife'au matou te feiloa'i  i se nofoaga sa matou filifilia, ona fai lea o le latou taumafataga, ma fa'amatala le matou mana'oga ina ia faia ni sauniga i o latou taulaga. E masani ona o mai, tausami a matou mea'ai ma folafola mai le latou lagolagoina o le matou faamoemoe, ae a o'o i le aso o sauniga, ua latou faia foi a latou polokalame, ia mautinoa ai e lē ō mai nisi i a matou sauniga. Ua tuanai se taimi, ma ua matou fiu, ona ou faapea atu lea i le Atua, “Tama ou te fia faia lau galuega, peitai ua tele lo'u taimi alu ma mea fa'aalu ae leai ma se fua mai.” Ae tali mai faapea le Atua: “E mafuā ona o oe, o loo e taumafai e fai la'u galuega e aunoa ma Agaga Pa'ia.”Ina ua amata ona sosolo tapua'iga fa'alilolilo i totonu o Iunivesite o Nigeria, sa musumusina a'u e le Agaga Pa'ia ou te ‘avea le sauniga o le Agaga Pa'ia i totonu o Iunivesite. Sa ou amata i le Iunivesite o Ibadan ma, ina ua matou faailoa iai o le a faia se matou sauniga o Agaga Pa'ia, na o mai uma iai le pule sili, o faia'oga, ma tamaiti a'oga. A o se mea malie, ina ua ou tago atu i le masini faaleotele leo, ae paū loa ma le timu. Ae ui o loo matou i fafo,  e leai ma seisi na tu'umuli ‘ese, e o'o lava i le pule sili!Ina ua matou faia le valaau mo i latou e naunau e lafoa'I tapuaiga fa'alilolilo, ona o le galue mai o le Agaga Pa'ia, sa tali mai le faitau afe o tagata i le valaau.Le ‘au pele, o le mea e sili e tatau ona e fa'atauaina i mea uma, ia e faia se mafutaga vavalalata ma Agaga Pa'ia, e le gata e na te avatu le mana e faamalosi ia te oe, ae o le a ia suia lou olaga atoa! O se faataitaiga, ae ou te le'i fa'aolaina, sa ou nofo ma le fefe, ma sa le mafai ona ou alu i lo matou nuu ona sa ou fefe i malosiaga o le pogisa o loo iai. A'o aso nei, ou te faailoa mamao sa'u asiasiga aua ua faa'auupegaina a'u ona o le mafutaga vavalalata ma Agaga Pa'ia. E mafai e Agaga Pa'ia ona saunia oe e matuā fefefe ai le malo o le pogisa e pei o le ‘au soo i le amataga (Galuega 17:6) pe afai e te tuuina atu lou ola ia Iesu Keriso ma fausia se lua mafutaga vavalalata ma ia.   E fa'a'auupega e Agaga Pa'ia le au faatuatua, e fa'aumatia galuega a le ti'apolo, i le suafa o Iesu, Amene.

Episode Summary:On this episode of Live! with Fefe & Freddy, we explored the do's and don'ts of communicating with polyamorous folks, shared weekend updates from our Drag Bingo adventures, and gave our take on what it means to speak with respect in queer, consensual spaces. Plus, we celebrated women in space, reflected on representation in pop culture, and reminded everyone—again—that polyamory is not your punchline.Show Notes:Hosted by Felicia “Fefe” Minor and Freddy Prinze CharmingKey discussion topics:What NOT to say to a poly person or coupleRespecting communication and boundaries in polyamorous relationshipsMisconceptions around polyamory, group sex, cheating, and emotional connectionThe importance of curiosity, not assumptions, when exploring ethical non-monogamyHousekeeping:Get exclusive content, merch, and early access on Patreon: patreon.com/livewithfefeandfreddyMerch includes stickers, mugs, t-shirts, and totes at all tier levelsThank you to our amazing patrons and season sponsor, WigsofaKindLet's Talk About Us:Freddy: Drag Bingo at Shea Cheese was a blastFelicia: Reconnected with old friends at Shea Cheese and enjoyed the vibe, despite some guests dipping during blackout roundSunday was a reset day prepping for a busy weekJust the Tip: How NOT to Talk to a Poly Person or Couple“I wasn't looking for anything serious anyway” – no thanks“Where's my orgy invite?” – inappropriate“Who's your favorite partner?” – not how this works“Don't tell my partner I'm poly” – that's cheating, not poly“Isn't one partner enough?” – polyamory isn't about lacking, it's about love“Are you going to settle down?” – this isn't a phase“Who has sex with who?” – not your business“Can I join you guys?” – we're not taking applications“Oh, like Sister Wives?” – please stop“What about your kids?” – what about them?“Do you get jealous?” – we work through it, just like anyone elseA Closer Look at Current Events:All-woman flight crew took a 10-minute flight 66 miles above EarthBacklash included criticism over cost and performative messagingHighlighted contrast with real women losing jobs at NASAHarvard pushes back against dismantling diversity programmingCelebrating representation:30th anniversary of A Goofy MovieMary J. Blige's My Life added to the National Recording RegistryLarry Fitzgerald Jr.'s impact through youth STEM programs and startup investmentsUpcoming Shows & Events:April 17 – Sex Trivia at Gracie's Tax BarApril 24 – Drag Bingo at Drink Me Tea RoomMay 24 – Drag Story Hour AZ Annual Fundraiser (use code for 20% off)End of Show:Thank you to our live viewers and podcast listenersOver 15,000 downloads and growingJoin us next week for YOUR Wednesday night conversationListen on Facebook, YouTube, Twitch, Spotify, Apple Podcasts, or wherever you get your podcasts.

Bunnie's first-ever guest, the iconic Fefe Dobson, returns for a long-overdue reunion this week. Fefe talks about taking a break from music to save her sanity, touring with Avril, and how video games became her unexpected therapy. She opens up about keeping her private life with longtime partner Yelawolf lowkey, navigating fame, and the story behind naming an album after her mom's stripper name. Fefe also shares why leather pants will always be her thing, and what she's manifesting next - including new music and a movie.Watch Full Episodes & More:www.dumbblondeunrated.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episode Summary:In this episode of Live! with Fefe & Freddy, we dive into con-sent (yes, we went there), Madame Askew and Eve Riot join us to discuss bad influencers at conventions, and share updates from the Southwest Love Fest. Show Notes:Hosted by Felicia “Fefe” Minor and Freddy Prinze CharmingThis week's themes:Con-sent and influencer etiquetteBad behavior in steampunk spacesHow NOT to review a conventionSocial media clout vs. community respectPatreon shoutouts and exclusive merch reminderpatreon.com/livewithfefeandfreddyMerch available for patrons at every level, including stickers, mugs, t-shirts, and tote bagsHuge thank you to WigsofaKind for supporting Season 13Freddy's update:Worked a gig for his partnerProduced the glow party at Southwest Love FestFirst gym visit since the pandemicFelicia's update:Southwest Love Fest, returned to DSH, and performed at Majik at Stacy's at Melrose. Segment: Just the Tip – A Bad Influence(r)Commentary on an influencer's out-of-touch review of a steampunk conventionBroke down their content, lack of community interaction, and disregard for con etiquetteHighlighted the importance of respecting fan spaces and not exploiting them for viewsDiscussed the value of creativity, connection, and understanding when participating in niche fandomsUpcoming Shows & Events:April 12 – Drag Bingo at Shea CheeseApril 17 – Sex Trivia at Gracie's Tax BarApril 24 – Drag Bingo at Drink Me Tea RoomClosing:Thank you to our viewers, listeners, and guestsOver 15,000 podcast downloads and growingSee you next week for YOUR Wednesday night conversationListen to the full episode on Facebook, YouTube, Twitch, Spotify, Apple Podcasts, or your favorite podcast app.

Live! with Fefe & Freddy – Episode 21 Show NotesSeason 13, Episode 21 – April 2, 2025Episode SummaryWelcome back to YOUR Wednesday night conversation! This week on Live! with Fefe & Freddy, we're talking about:WeddingsConventionsAnd more!Plus, our special guest joins us to share their experiences and insights.Housekeeping & AnnouncementsGet VIP access to exclusive content on Patreon: patreon.com/livewithfefeandfreddyNew exclusive merch drops! Join at different membership levels to snag stickers, mugs, t-shirts, and totes.A special shoutout to our amazing patrons, including Brandon, Cassandra, Chris and Michelle, Dee, Drake Jensen and Michael, KC Starr, Kerry & Kori, Joan, Laura, Lee-ann, Madam Askew and the Grand Arbiter, Nicole, Patricia Mason, Shannon, and William.Huge thanks to WigsofaKind for supporting this season!Weekend RecapFreddy:Attended Night of Trans and Nonbinary Joy – brought daughter, snagged books.First rehearsal for PFF.Felicia:Attended Night of Trans and Nonbinary Joy but forgot costumes.Playdate on Sunday.Just the Tip – How to Plan a Wedding in Four DaysVenue: Consider a park gazebo or a small indoor space.Food: Snacks, cheese, meats, and cupcakes can work in a pinch.Photography: Encourage guests to take photos and upload them to a shared drive.Clothing: Budget-friendly options at stores like Ross or borrowing from friends.Last-minute purchases: Amazon for plates, napkins, and flutes.Current EventsWTF?! Elon Musk sells Twitter... to himself.TikTok Ban: Another potential ban incoming, with Trump working to find U.S. investors.Tariffs: Trump announces at least a 10% tariff on nearly all imported goods, with 25% on foreign cars.Wisconsin Elections: Voters elect a Democratic state supreme court judge, shifting the balance of power.Health News: Actor Val Kilmer passes away at 65 due to pneumonia complications.U.S. Budget Cuts: 23 states suing over $11+ billion in public health funding cuts.Guest SpotlightWho they are, what they do, and upcoming projects.Their experience in Arizona.Where to follow and connect with them.Upcoming Events & ShowsApril 5: Southwest Love Fest Block PartyApril 6: Majik! at Stacy's at MelroseApril 12: Drag Bingo at Shea CheeseApril 17: Sex Trivia at Gracie's Tax BarApril 24: Drag Bingo at Drink Me! Tea RoomUpcoming GuestsMore announcements on Patreon.In talks with: Kristofer Inez Onyx (Mr. Gay America), Chris Barrows (Table Top Express, Why I Social Podcast), Eric Thurnbeck.Thank You & ClosingSpecial thanks to guest Christine Vibrant for joining us!Thanks to our live viewers and podcast listeners—over 15K downloads and growing!See you next week for YOUR Wednesday night conversation!Listen to the full episode now on your favorite podcast platform!

We're back with another episode of Live! with Fefe & Freddy! Get ready for an exciting discussion about weddings, conventions, and the latest headlines.Support the ShowGet exclusive content on Patreon: patreon.com/livewithfefeandfreddySpecial shoutout to our amazing patrons, including Brandon, Cassandra, Chris, Michelle, Dee, and more.A big thank you to WigsofaKind for supporting this season!Freddy's Wedding: Planning in Four DaysDeciding on a small, intimate wedding.Choosing a budget-friendly venue and simple catering options.Finding outfits quickly—creative and affordable solutions.WWWC Recap: What Really Happened?Freddy's performance and audience reactions.Media coverage from Phoenix and Tucson.Setting the record straight on event narratives.Current EventsPolitics:Controversy around government war plans leaked via Signal chat.Calls to defund NPR and PBS—why it matters.Florida's push for child labor law changes.World News:The Second Lady's Greenland visit—what went wrong?Upcoming Shows & EventsMarch 29: A Night of Trans and Nonbinary JoyApril 5: Southwest Love Fest Block Party.April 6: Majik! at Stacy's at Melrose.April 12: Drag Bingo at Shea Cheese.April 17: Sex Trivia at Gracie's Tax Bar.Thank You for Tuning In!Watch us live every Wednesday at 8 PM MST/Arizona time on Facebook, YouTube, and Twitch.Don't forget to like, share, and subscribe!

On March 24, 2025, Daniel Hernandez, better known as Tekashi 6ix9ine, marked a significant milestone in his tumultuous career: he is officially off house arrest. The controversial Brooklyn rapper celebrated by cutting off his ankle monitor, a moment captured in a video snippet shared across social media platforms like X, where fans and detractors alike buzzed with anticipation. This development follows a rollercoaster of legal battles that have defined much of his public life since his 2018 arrest on federal racketeering and firearms charges tied to the Nine Trey Gangsta Bloods. After testifying against gang members in 2019, earning a reduced two-year sentence and the infamous “snitch” label, 6ix9ine was released early in April 2020 due to COVID-19 concerns, serving the remainder under home confinement. His latest stint on house arrest stemmed from probation violations in 2024—failed drug tests and unauthorized travel—resulting in a 45-day jail term, followed by 30 days of house incarceration, 30 days of home detention, and 30 days of home curfew, all completed by early 2025.Now free from the ankle monitor's constraints, 6ix9ine wasted no time signaling his return to music. Posts on X, including one from @JayyjaeOnHots23, show him previewing a new track, its bass-heavy beat and signature aggressive delivery hinting at a continuation of the sound that propelled hits like “Gummo” and “Fefe” to chart-topping status. The snippet, paired with visuals of him severing the monitor, underscores his flair for provocation—a trait that's kept him relevant despite years of legal and personal chaos. His last major release, “Blackballed” in 2024, featured collaborations with Kodak Black and others, but this upcoming drop promises a fresh chapter, unburdened by physical restrictions.6ix9ine's career has been a paradox: a meteoric rise fueled by rainbow hair, viral antics, and raw energy, juxtaposed against a backdrop of violence, betrayal, and incarceration. His 2018 debut album, “Dummy Boy,” hit number two on the Billboard 200 despite dropping days after his arrest, while 2020's “TattleTales,” recorded post-release, leaned into his polarizing persona. Critics often pan his substance-light lyrics, but his commercial pull—evidenced by “Trollz” with Nicki Minaj hitting number one—remains undeniable. This latest freedom comes after a March 13, 2025, raid on his Florida home, where feds seized guns and drugs, though he avoided new charges. Posts on X from outlets like @FulLCircLAfrica hailed the end of his house arrest as a “major celebration,” reflecting a fanbase eager for his next move.Musically, 6ix9ine's return could reignite his trap-punk hybrid, a style that's influenced a wave of SoundCloud-era rappers. The snippet suggests he's doubling down on bombast—think pounding 808s and shouted hooks—potentially targeting the rage-rap audience he helped shape. Yet, his offstage life looms large: feuds with peers like Lil Durk, legal woes in the Dominican Republic for battery and domestic violence, and a persona that thrives on controversy. As he teased on Instagram in 2020, “Picture the noise I'm gonna make when I'm outside,” this moment feels like that prophecy fulfilled. Whether this new music, expected soon, reclaims his throne as the “King of New York” or merely stokes more chaos, 6ix9ine's knack for staying in the spotlight—ankle monitor or not—ensures all eyes are on him.

This week on Live! with Fefe & Freddy, we broke down the complexities of the trans umbrella, tackled the latest Dump Truck politics, and called out misinformation surrounding gender identity. From explaining trans identities to dissecting the absurdity of Trump's Tesla takeover, this episode brought truth, humor, and real talk to your Wednesday night conversation.Key Takeaways:The Trans Umbrella:What it really means to be transgender and why there's no such thing as “not trans enough.”The difference between being trans, nonbinary, a drag performer, and a cross-dresser.Why hormones and surgery are not required for someone to be “really” trans.A history lesson on nonbinary genders that have existed for centuries.Current Events:Arizona Supreme Court's AI court reporters—because nothing says justice like a robotic narrator.Trump turns the White House into a Tesla dealership and urges MAGA fans to buy stock after prices plummet.Trump labels violence against Tesla dealerships as domestic terrorism, despite previous right-wing anti-EV sentiments.Canada retaliates against U.S. tariffs by slapping a 25 percent surcharge on electricity sold to northern states.Politics:The Arizona Legislature continues its attack on LGBTQ+ rights and reproductive healthcare.The push for policies that strip away trans protections and limit access to medical care.Personal Updates:Freddy:Took a weekend off from everything.Hosted Drag Story Hour at Brick Road Coffee.Felicia:Celebrated a family birthday party.Attended Story Hour on Sunday.Upcoming Events:No Live Show Next Week.March 20 – Trivia Night: Broadway Edition at Drink Me Tea Room.March 21 – Tricks & Treats: A Drag and Burlesque Show at Wild Wild West Con.March 29 – More details coming soon.April 5 – Southwest Love Fest Block Party.April 6 – Majik! at Stacy's at Melrose.April 12 – Drag Bingo at Shea Cheese.April 17 – Sex Trivia at Gracie's Tax Bar.Watch or Listen:Missed the episode? Watch the replay on Facebook, YouTube, or Twitch, or listen on Spotify, Apple Podcasts, or your favorite podcast platform.

Si les dijeramos que esta conversación NO fue planificada no nos van a creer pero así fue. Me senté con Fefe Burgos sin ninguna pregunta planificada ni estrategia y termino siendo una de las conversaciones mas honestas que he tenido en NPTE. Háganse el favor de sentarse cómodos y consuman esta conversación en donde hablamos sobre todo lo reciente en su carrera y posiblemente cosas que vienen a futuro.

Ran Neuner is answering burning community questions under rapid-fire conditions! Fefe made sure to pick the juiciest questions and Ran has to answer them or face the consequences... Many Crypto Banter secrets were leaked in this interview!

This week onLive! with Fefe & Freddy, we exploredvisiting etiquette, celebrateddiversity and historic firsts at the Super Bowl, and delivered our signature take onpolitical chaos and current events. We also shared personal updates, includingRen Faire adventures, flyer designs, and a Girl Scout Cookie haul.Segment Highlights:Just the Tip – Visiting EtiquetteHow to be a good guest at play dates, game nights, and social gatheringsTips for navigating allergies, dietary restrictions, and other considerationsKnowing when it's time to leave without overstaying your welcomeCelebrating Diversity and Firsts at the Super BowlAutumn Lockwood becomes thefirst Black woman coach to win a Super BowlJalen Hurts joins the ranks as thefourth Black quarterback to win a Super BowlTahj Williams is recognized as thefirst Black woman to design the Super Bowl logoMemorable performances by Ledisi, Jon Batiste, and Kendrick Lamar's powerful protest momentCurrent Events: The WTF FilesElon Musk's Oval Office appearance and the bizarre rebranding of theGulf of Mexico to Gulf of AmericaKanye West's controversy over selling a shirt with a swastika, leading to his shop's shutdownNew Arizona legislative bills:Minority Report & Pop Culture MomentsSuper Bowl representation and performances celebrating Black excellenceKendrick Lamar's impactful performance and social commentaryUpcoming Shows & Events:Pride Day at the Ren Faire – February 16Majik at Stacy's at Melrose – February 23Drag Bingo at Drink Me Tea Room – February 27Drag Bingo + Cats at PHX Cat Cafe – February 28Tricks & Treats: A Drag and Burlesque Show at Wild Wild West Con – March 21Drag Bingo at Shea Cheese – April 12Sex Trivia at Gracie's Tax Bar – April 17Watch or Listen:Missed the live stream? Catch the replay onFacebook, YouTube, or Twitch. Prefer audio? Listen to the episode onSpotify, Apple Podcasts, or your favorite podcast platform.

Finally Crypto man Ran is under the spotlight! Fefe is about to grill this crypto multi-millionaire to answer all the tough questions to the answers you've been burning to find out about.

Overview:This week on Live! with Fefe & Freddy, we explored budget-friendly cosplay hacks, the latest WTF moments in politics and current events, and some wild legal battles that turned the tables on hate groups. Plus, we shared behind-the-scenes updates, including Sex Trivia Night, Men of Mister Phoenix Pride Fundraiser, and the latest adventures in home decor. Segment Highlights: Cosplay on a Dime How to create Ren Faire and steampunk looks from thrifted and repurposed pieces Easy DIY accessories to elevate your cosplay game Tips for getting started without breaking the bank Current Events: The WTF Files Elon Musk's latest power grab – His team now has access to federal financial data The Proud Boys' legal loss – A Black church now owns their name and branding rights Trump's transgender athlete ban – What it means for sports and the LGBTQ+ community Politics Rundown Trump's plan to “redevelop” Gaza—aka a billionaire golf course dream Tariff negotiations between the U.S., Mexico, and Canada Canadian Prime Minister's not-so-subtle jab at American politics Minority Report & Pop Culture The controversy around Black History Month proclamations Beyoncé's Grammy wins for Best Country Album and Album of the Year Kendrick Lamar's legendary Grammy moment with a Canadian tuxedo Upcoming Shows & Events: Pride Day at the Ren Faire – February 16 Drag Bingo at Drink Me Tea Room – February 27 Drag Bingo + Cats at PHX Cat Cafe – February 28 Sex Trivia Night at Gracie's Tax Bar – April 17 Watch or Listen:Did you miss the livestream? Catch the replay on Facebook, YouTube, or Twitch. Prefer audio? Listen to the episode on Spotify, Apple Podcasts, or your favorite podcast platform.

This week on Live! with Fefe & Freddy, we dive into the pursuit of joy and the small moments that bring us happiness. From game nights and creative outlets to travel plans and performing, Fefe and Freddy share how they stay grounded despite the chaos of current events. Plus, we break down the latest political nonsense, discuss a federal aid freeze reversal, and take a closer look at some truly bizarre news stories. Segment Highlights: Finding Joy in the Chaos How to be intentional about joy in everyday life Favorite activities that spark happiness Why community and creativity matter more than ever Current Events: The WTF Files Trump's latest SpaceX mission idea A wild turn of events for a January 6 insurrectionist The Senate grilling RFK Jr. over his controversial health views Health & Politics Rundown Federal aid freeze reversal Rising RSV and flu cases—please wash your hands and stay home when sick 80 years since the liberation of Auschwitz and Black History Month acknowledgment from the Trump administration Upcoming Events & Gigs Sex Trivia Night – January 30 at Gracie's Tax Bar, 8 PM Drag Bingo at Drink Me Tea Room – February 27 Drag Bingo + Cats at PHX Cat Cafe – February 28 Watch or Listen:Did you miss the livestream? Catch the replay on Facebook, YouTube, or Twitch. Prefer audio? Listen to the episode on Spotify, Apple Podcasts, or your favorite podcast platform.

Guest: Vivian Vendetta-Sinclaire, National Miss Comedy Queen Overview:In this week's lively episode, Live! with Fefe & Freddy welcomes National Miss Comedy Queen, Vivian Vendetta-Sinclaire. Vivian shares her journey as a titleholder and entertainer, offering an inside look at her reign and her take on the world of drag comedy. Fefe and Freddy bring their signature wit, tackling the week's hot topics, from holiday recaps to a satirical “revolution planning” session. Segment Highlights: Guest Spotlight: Vivian Vendetta-SinclaireVivian dives into her life as National Miss Comedy Queen, discussing her experiences in the pageant world, what inspires her comedic style, and what's next on her exciting journey. Learn more about her and follow her on Instagram at @vivianvendetta_sinclaire. Just the Tip – Revolution Planning BasicsIn a tongue-in-cheek segment, Fefe and Freddy humorously break down how to start a “revolution,” party-planning style. From choosing a theme to recruiting “partygoers,” the hosts deliver clever commentary on current events with their unique comedic flair. Current Events RecapThe duo takes a closer look at the latest news, including a mix of serious political updates and the week's most absurd headlines. Upcoming Shows & Events: Sex Trivia Night – January 30 at Gracie's Tax Bar, 8 PM Cat Bingo – February 28 More guest announcements are coming soon! Watch or Listen:Did you miss the livestream? Watch the replay on Facebook, YouTube, or Twitch. Prefer audio? Listen to the episode on Spotify, Apple Podcasts, or your favorite podcast player.

Welcome to YOUR Wednesday night conversation! This week on Live! with Fefe & Freddy, we dove into the meaning of authenticity and how it shapes our lives. We started the show with reflections on the challenges and rewards of living authentically. From personal stories of self-discovery to understanding the unique paths others take, we explored how authenticity isn't a one-size-fits-all journey. In Just the Tip, we discussed how authenticity can mean everything from embracing your identity to breaking free from societal or religious expectations. It's about finding what feels true for you, no matter how long it takes or how many layers you uncover along the way. We also covered major current events, including: Allegations surrounding Neil Gaiman have rocked the entertainment industry. A glimmer of hope in the Middle East as Israel and Hamas agree to a ceasefire and prisoner exchange. A reminder of the ongoing struggle for equality as we honor Martin Luther King Jr.'s 96th birthday. Sex Trivia returns for one night only on January 30 at 8 p.m. at Gracie's Tax Bar. More exciting guest announcements are coming soon on Patreon! Get exclusive content and perks like stickers, mugs, and more by joining us on Patreon at patreon.com/livewithfefeandfreddy. Huge thanks to our patrons and WigsofaKind for supporting this season! Missed this episode? Catch the replay on Facebook, YouTube, or Twitch, and join us next week for YOUR Wednesday night conversation. #LiveWithFefeAndFreddy #PodcastRecap #AuthenticityMatters

We're kicking off the new year with the debut self-release from Melbourne-based artist Fefe, whose seven-track mini-LP, Sketches from Memories, drops in just a few days. This release is a reflection of Fefe's creative journey over the past five years, capturing the evolution of his sound through a thoughtful collection of tracks. Our premiere today, Ghost Gum, is an evocative piece that blends gentle, textured percussion with earthy synth tones and a haunting saxophone melody. The track conjures the imagery of a ritualistic dance deep within a forest, brimming with otherworldly energy. Sketches from Memories will be available on Bandcamp starting January 15th. https://soundcloud.com/fe_fe_fe_fe https://www.instagram.com/__fe_fe___ Follow us on social media: https://soundcloud.com/itsdelayed https://linktr.ee/delayed https://www.delayed.nyc https://www.facebook.com/itsdelayed https://www.instagram.com/_____delayed https://www.youtube.com/@_____delayed Contact us: info@delayed.nyc

Live! with Fefe & Freddy Season 13, Episode 11January 8, 2025 Welcome back to YOUR Wednesday night conversation! This week's episode of Live! with Fefe & Freddy was packed with laughter, insights, and plenty of sass. We started the night by catching up on Freddy's weekend trip to San Francisco, where highlights included Fisherman's Wharf, Chinatown dumplings, and exploring the Winchester Mystery House. Meanwhile, Felicia took a quieter approach to the weekend, prepping for the busy weeks ahead. For Just the Tip, we dove into the art of flirting. Whether it's playful banter, thoughtful compliments, or being mindful of boundaries, we shared tips to help you navigate flirtatious interactions with confidence and authenticity. We tackled some wild current events, from the controversy surrounding a tattooed 9-year-old to Meta's troubling policy changes. Plus, we discussed the latest on wildfires in Los Angeles and other headlines making waves this week. Freddy's Next Gig: Miss Canyon Dig It Comedy Queen Prelim at The Rock, Saturday, Jan. 11. Doors open at 3 p.m., and the pageant starts at 4 p.m. Come support the queens! Stay tuned for more guest announcements on Patreon. Get exclusive perks like stickers, mugs, and behind-the-scenes content by joining us on Patreon at patreon.com/livewithfefeandfreddy. Special thanks to our patrons and sponsor WigsofaKind for keeping the conversation going. Missed this episode? Catch the replay on Facebook, YouTube, or Twitch. Don't forget to like, comment, and subscribe to stay up to date. See you next week for YOUR Wednesday night conversation!

This week on Live! with Fefe, I had the pleasure of chatting with Victor Yates, an award-winning writer, typewriter poet, and content creator whose work uplifts and celebrates queer voices. Victor shared the inspiration behind his debut novel, A Love Like Blood, which earned the 2016 Lambda Literary Award for LGBT Debut Fiction. We also discussed his creative process, his passion for storytelling, and his experiences as a member of Pride Poets, a queer typewriter collective. In addition to his literary achievements, Victor is a contestant on the gay dating reality show For the Love of DILFs, premiering November 26 on OUTtv. During our conversation, he gave us a behind-the-scenes look at his reality TV journey and offered insights into balancing creativity with the unique demands of the show. In This Episode: Victor's journey as an author and poet The creative process behind A Love Like Blood Exploring queer identity and storytelling Insights into his experience on For the Love of DILFs Upcoming appearances and projects Tune in to this engaging conversation about writing, advocacy, and the power of queer representation in storytelling. Watch Live Every Wednesday:Live! with Fefe streams live at 8 PM MST/Arizona time on Facebook, YouTube, and Twitch. Follow Victor Yates: Instagram, Twitter, and YouTube: @writervicyates Support the Podcast: Join us on Patreon for exclusive content and merch at patreon.com/livewithfefeandfreddy.

Felicia "Fefe" Minor is riding solo on Live! with Fefe & Freddy! While Freddy takes center stage in an All Queer Shakespeare take on A Christmas Carol, Fefe is holding down the fort with all the December vibes. In this episode, we're talking: The holiday hustle Spilling the Wicked movie tea Natural remedies for an upset stomach Winter skincare tips And whatever else comes up! Join Fefe for a fun, interactive conversation and the signature Live! charm. Tune in LIVE on Facebook, YouTube, and Twitch every Wednesday at 8 PM MST/Arizona time. Don't miss it—it's YOUR Wednesday night conversation!

In this episode of Live! with Fefe & Freddy, we welcome Marshall Shore, Arizona's Hip Historian, for an unforgettable exploration of the quirky, untold stories of Arizona's past. From vibrant storytelling to insights into preserving LGBTQ+ history, Marshall shares what makes Arizona's history unique. In this episode also we discuss holiday travel essentials and the latest political updates. Segment Highlights: Holiday Travel EssentialsAs the holiday season approaches, Fefe and Freddy share their must-have travel items and tips for making road trips and flights smoother. From snacks and body pillows to flexible itineraries, they cover everything you need to know for stress-free holiday travel. Guest Spotlight: Marshall ShoreKnown for his engaging storytelling, Marshall dives into: His journey from librarian to historian uncovering Arizona's weird and wonderful past. The Arizona LGBT+ History Project and its significance in preserving queer history. Upcoming events like the Phoenix History and Haunted Tour. Advice for those interested in uncovering history in their communities. Political CommentaryFefe and Freddy provide their signature take on the latest political appointments and the implications for marginalized communities. About Marshall Shore:Marshall Shore, also known as Arizona's Hip Historian, has dedicated years to uncovering and preserving the state's unique history. From hosting tours and trivia nights to working on the Arizona LGBT+ History Project, Marshall brings stories to life with a fresh, engaging perspective. Learn more at hiphistorian.com or follow him on social media at @hip_historian. Upcoming Events: No Show – November 27 Winter Wonderland Drag Bingo – December 11 at Drink Me Tea Room A Christmas Carol – Opening Night, December 13 at FPC (Tickets available now! Use code JACE5 for discounts) Watch or Listen:Stream this episode on Facebook, YouTube, or Twitch. Prefer audio? Tune in on Spotify, Apple Podcasts, or your favorite podcast platform.

In this week's high-energy episode of Live! with Fefe & Freddy, hosts Felicia “Fefe” Minor and Freddy Prinze Charming dive into the quirks and challenges of the online world, politics, and the state of social media. With multimedia artist and photographer Brandon McGill as the special guest, the show packs insightful discussions, games, and exclusive offers. Tune in for an interactive Mad Libs session where Brandon will transform audience suggestions into a one-of-a-kind drawing! Segment Highlights: Social Media: A Blessing and a CurseFefe and Freddy reflect on the impact of social media in today's climate—exploring how it helps build community and share authentic voices, yet often feels like a relentless scroll. They discuss how artists can engage meaningfully amid the noise. Political RundownThe hosts break down some recent updates from Washington, D.C., discussing cabinet picks and policies affecting LGBTQ+ communities. Their witty commentary offers humor and a hard-hitting look at current events. Mad Libs with a Twist – Game Night with Brandon McGillReady to play? Audience members can submit words and phrases for a wild collaborative story, illustrated live by Brandon. Prizes include a custom drawing, a professional photo shoot, and a body painting experience. Contest Alert:This episode's contest runs until Thursday, November 12, 2024, at 8:15 PM MST. Participate by submitting ideas for the Mad Libs game, typing "Transform me" to win a body painting session, or "Photo" to enter for a professional photoshoot by Brandon McGill. Check out Brandon's work and book a session at brandonmcgill.com. Upcoming Events: Drag Bingo & Cats – November 15 FPC Christmas Carol Opening Night – December 13 (Use code JACE5 for ticket discounts) Next Guest: Marshall Shore, Arizona's Hip Historian (November 20) Thanks for Tuning In!Catch the live stream every Wednesday night at 8 PM MST on Facebook, YouTube, and Twitch for your weekly conversation. For exclusive content, visit patreon.com/livewithfefeandfreddy.

WTF?! Post-Election Thoughts, Recovery Plans & What's Next! | Live! with Fefe & Freddy In this episode, we're diving into practical steps and support options for those in the LGBTQ+ community who may feel uncertain or at risk in the current political climate. I recognize my privilege as a white, male, cis-assumed person and want to offer guidance for those who might be feeling vulnerable or unsure about essential updates to legal documents. Let's break it down: Legal Document Updates: Name & Gender Marker Changes: For those who use a different name or present differently than their birth certificate, a legal name change can help avoid issues. ID updates may be inexpensive and can reduce future hassles. Resources for Legal Changes: Many areas offer resources to assist with legal fees. Reach out if you need connections to local support. ID & Passport Tips: If you've already changed your name, ensure your IDs are up-to-date, including state ID, driver's license, Social Security card, and, if possible, your birth certificate. For travel, renewing your passport can provide a consistent form of ID for 10 years. Healthcare and Legal Safeguards: If you're partnered, consider updating legal documents such as wills, power of attorney (POA), and living wills to protect your rights. Support Networks: Building a community of friends, family, and allies is critical. Though the current climate may feel harsher, we have a history of resilience. Let's continue to thrive, support each other, and not give up the fight. Resource Numbers: Trevor Project: 212-695-8650 National Suicide Prevention Lifeline: Dial 988 SAGE LGBTQ Elder Hotline: 1-877-360-5428 Trans Lifeline: 877-565-8860 LGBT National Youth Talkline: 800-246-7743 Political Updates: Arizona: Abortion rights enshrined in the state constitution. Delaware: Sarah McBride becomes the first openly trans Congress member. California & Colorado: Voters remove same-sex marriage bans from state constitutions. Maryland: Angela Alsobrooks becomes the first Black senator. New Mexico: Former DACA recipient Cindy Nava wins a legislative seat. Awareness Months: Native American/Indigenous Peoples Month: Take time to engage respectfully with Indigenous communities and support Indigenous-led initiatives. Trans Awareness Month: Get involved by supporting trans-led organizations, learning about trans issues, and being an active ally. Small actions can contribute to a more inclusive society.

In this episode, we dive deep into the often misunderstood world of breath play and choking. While this kink has gained popularity, it comes with serious risks. We'll break down the critical differences between breath play and choking, the importance of communication and consent, and why it's not something to be taken lightly without proper education and negotiation. Key Points Covered: The risks and dangers associated with breath play and choking. How hypoxia and oxygen restriction can enhance pleasure for some but also pose severe health risks, including brain damage. The role of consent, negotiation, and safety precautions, including non-verbal signals, to ensure all parties are on the same page. Why choking, even with consent, can have legal implications in some places. Practical advice on anatomy, safety techniques, and education to minimize harm. A reminder that porn may not always show realistic portrayals of these acts, and why understanding the difference between fantasy and reality is vital. Current Events: A TikTok creator went viral after being dumped by a handwritten note after moving cross-country for love. Ouch! Former Abercrombie & Fitch CEO Mike Jeffries faces charges of sex trafficking and international prostitution. 18 million early votes have already been cast in the 2024 election—Georgia and other states are seeing record numbers. Missy Elliott and Queen Latifah make history as the first rappers to receive the National Medal of Arts. Health News: We also talk about the rise of "pink cocaine" or tusi, a dangerous drug cocktail that has made its way into party scenes, with warnings from officials about its deadly risks. Tune in for a thought-provoking episode packed with insight, real-life stories, and the latest on what's happening in the world!

We kicked off the new season with a bang—well, after some technical hiccups! We quickly realized Facebook wasn't vibing, so we redirected everyone to Instagram and YouTube (thanks for rolling with us!). After a summer full of catching up, we dived into some juicy convos—like the basics of navigating a threesome (spicy, right?). Plus, we covered Georgia's record voter turnout and a judge's move to stop a hand-count rule for ballots. The rebrand feels so good! Let's go!

Fefe e Dani Diz abrem seu close friends para nós e contam vários babados e fofocas. Além do mais, contam detalhes da amizade e afinidade. Vem assistir ANFITRIÃ:

Hablamos sobre la influencia de Bad Bunny en estas elecciones de Puerto Rico, Los premios VMAS y las nominaciones de boricuas especialmente el coreógrafo Fefe Burgos quien esta nominado a mejor coreografía y NOS LLAMA EN MEDIO DEL PODCAST y da detalles sobre lo que esta pasando en los preparativos y damos predicciones de como será el concierto de Travis Scott en el choliseo de Puerto Rico. ¿Cumplirá las expectativas?

Esta vez tuve el lujo de volver a conversar con Sergio Feferovich, Fefe para los amigos. Él es director de orquesta, de coro, pianista. Él es músico y lleva la música a lugares que a mí me encantan y de los cuales aprendo un montón. Somos muy amigos y a lo largo del tiempo aprendí muchísimo conversando con él. Grabé este episodio porque sé que juntos, vamos a aprender un montón del gran maestro Sergio Feferovich. ¡No se lo pierdan! Soy Gerry Garbulsky y quiero que juntos aprendamos durante toda la vida.

Prepare-se para um episódio do Stuchi Bar. Fefe e Franciny Ehlke, contam suas histórias inusitadas, visitam nosso bar para compartilhar relatos pra lá de macabros – e claro, com aquele toque de humor Entre uma taça e outra, o ambiente se enche de risadas, sustos e muitas surpresas. Se você adora histórias arrepiantes com uma pitada de comédia, esse vídeo é para você! Aperte o play e venha curtir essa experiência única com a gente. Não se esqueça de se inscrever no canal, deixar seu like e comentar qual história te deixou com mais frio na espinha!

Episode Chapters4:23 - Dolce & Gabbana has introduced a new fragrance mist – for dogs7:49 - Dog owners credit their dog with improving their emotional health10:31 - Clever uses for air tags19:57 - Water Cooler Quiz26:28 - Random Question SummaryIn this conversation, Jason and Mindy discuss their plans for swag and merchandise for their podcast. They also talk about a new fragrance mist for dogs and how dogs improve our lives. They share clever uses for air tags and discuss their personal mottos.https://www.lowtreestudios.comVisit our Store: https://www.teepublic.com/stores/lowtreestudiosDOG'S LIFE:Dolce & Gabbana has introduced a new fragrance mist – for dogs.‘Fefé' “blends fresh and delicate notes of Ylang Ylang, Musk, and Sandalwood”, resulting in a “tender and embracing fragrance crafted for a playful beauty routine.” Dog owners can preorder the fragrance mist for just over US$100. If that sounds like a lot, keep in mind that it comes in “a sleek green lacquered glass bottle, adorned with a vibrant red metal cap and a precious 24-carat gold-plated paw”A poll of 2,000 dog owners found that 39% credit their dog with improving their emotional health, while over 25% report enhancements in their mental and physical health. Dog owners said the secret lies in their uncanny ability to comfort us when we're down (69%), stand by us through stressful times (60%), and even lend an ear when we need to vent (45%). 81% reported increased activity levels as a result of being a puppy parent, and 49% admitted that their furry friend is often the sole reason they get any exercise at all.CLEVER USES FOR AIRTAGS:By now, everyone knows that AirTags are pretty handy for tracking down your luggage when it is misplaced by the airline, but here are some other practical uses that you may not have thought of. → Key & Wallet Tracking: If you've ever had to replace these things, you'll agree that slipping an AirTag in your wallet or attaching one to a key ring could save you're a world of inconvenience. → Pet Tracking: It's pretty easy to fit one on a pet collar – and you can also buy pet collars that specifically fit AirTags. Not just to help find a missing pet, but it might also be fun to find out where your cat takes off to every day!→ Bike & Scooter Security: Face it: These things are thief-magnets. Slip on an AirTag for valuable peace of mind. → Remote Control Finder: Not just the remote that always goes missing, how about that game controller, headphones, or any other device? Just tape an AirTag to it. → Child Safety: Depending on your child's age, an AirTag might be a good way to keep track of them, by sewing one into a coat or attaching it to a book bag.→ Senior Safety: If Grandpa refuse to carry a phone, maybe ask if he'd be OK with carrying around an AirTag on a keychain.→ Workplace Tool & Equipment Tracker: Often, toolboxes go (ahem!) “missing” from job sites. Throw an AirTag in your toolbox or attach one to important equipment.

Dolce & Gabbana has introduced FeFe - a new cologne for dogs. The price tag is steep at $100. Too pricey and bougie? There's a lower cost alternative!

Frank und Fefe über die Videospielisierung der Realität und was sonst so an Themen rumlag

Frank und Fefe über die Videospielisierung der Realität und was sonst so an Themen rumlag

Dexter and co wait anxiously to see if Eugene, the Peeky Pekinese, King of New York, and his sidekick, Fefe, were able to locate the key they need to find Mo TippyToes. Will they succeed?