Podcasts about Foundry

We're back with a new Musicast episode!Shoutout to our incredible Music Service Learning intern, Natalie Reitzes, for curating and creating this episode. How can we create spaces that connect music education, industry, and performance? In this episode, we learn all about the "Musikfest Music Industry Conference," an incredible event happening in August 2026 that combines music educators and music industry professionals in one, inspirational space. Learn more about how you can get involved and join F-flat Authors in providing our kids with industry opportunities. You can learn more about the conference and featured speakers here: https://www.artsquest.org/musikfest-music-industry-conference/

In this week's episode, we look at recent Microsoft Tech updates. By popular request, we're expanding our scope beyond Azure to include Microsoft 365, Power Platform, and related Microsoft platforms and capabilities. What's new? What's interesting? What's retiring? (00:00) - Intro and catching up.(03:18) - Show content starts.Show links- Securing code, agents, and models across the development lifecycle- What's new in Azure API Management at Microsoft Build 2026- Azure Container Linux on AKS- Azure Managed Redis Entra ID RBAC- Azure NC RTX PRO 6000- Foundry agent security capabilities transitioning to Agent 365- Azure Infrastructure Resiliency Manager- Logic Apps MCP Server- Give us feedback!

Alla pratar autonoma agenter. Få pratar om vem som håller i tyglarna när de släpps in på företaget. Det är där de flesta piloter dör.Asif Mithawala leder Cloud AI Platforms på Microsoft, ett team på 25 solution engineers, och kommer närmast från AWS. Han dammsög hela Microsoft Build 2026 på en helg, över 400 sessioner. Tldr; året då AI går från något du pratar med till något som jobbar åt dig.Agent 365 var hans personliga favorit på eventet och i avsnittet får du höra varför. Hur Microsoft Scout faktiskt fungerar i Teams och Outlook. Varför Frontier Tuning kan ge en modell som är runt 10 gånger billigare än de största Frontier Labs-modellerna utan att tappa kvalitet på er uppgift. Asif förklarar också nya GitHub Copilot-appen som startar parallella agenter per bugg via git worktrees. Och vad de öppna WorkIQ-API:erna betyder för en partner som vill bygga ovanpå Microsoft 365.Lyssna om du funderar på hur ni går från rolig demo till något ni vågar köra skarpt på måndag morgon.Kapitel:00:00 Intro och Asifs bakgrund03:00 Vad en solution engineer faktiskt gör06:00 Build 2026 sammanfattat på en mening08:00 Microsoft Scout, den första autopiloten13:30 Loopen som gör en agent till en agent18:00 Agent 365, kontrollplanet för digitala medarbetare24:00 Foundry och IQ-lagret, WorkIQ-API för partners30:00 MAI-modellerna och Frontier Tuning42:00 Nya GitHub Copilot-appen och git worktrees45:00 Tre saker att börja med redan på måndagLänkar:Asif Mithawala (LinkedIn)Johan Wallquist (LinkedIn)Securing code, agents, and models across the development lifecycleLaunching seven new MAI modelsGitHub Copilot app: The agent-native desktop experienceBuild 2026 (nyhetssajt) Hosted on Acast. See acast.com/privacy for more information.

In Episode 316 of The Block Runner Podcast, hosts William and I-man give an honest post-mortem on the first NAT.fun launch, break down why gold and AI equities are outrunning Bitcoin in this bear-market stretch, and walk through the plan for a second launch with healthier token distribution. Disclosure: William and I-man are founders of NAT.fun and hold NAT tokens. All analysis in this episode reflects their perspective as participants in the ecosystem. Key topics: Bear-market sentiment, round three: gold outrunning Bitcoin, Mark Cuban turning bearish, and David Hoffman exiting ETH, plus why the feeling of a market top keeps getting worse even as prices stay historically high The AI and equities bubble: Anthropic's revenue versus its trillion-dollar valuation, Jensen Huang's argument for growing GDP with AI and robots, and Mag 7 stocks versus Bitcoin in a market where attention, not fundamentals, sets the price Attention markets everywhere: gambling apps, Pokemon cards, and conspiracy and alien mania as symptoms of where speculative dopamine has migrated away from crypto The NAT.fun launch post-mortem: the first token's broken distribution (ten holders, one wallet holding around 80 percent, graduation in roughly ten minutes), why that makes a credible Vibathon impossible, and the second rocket plan with a higher graduation threshold for better NFT distribution Product direction: a tour of the Vibe Studio and the tarot-card creator example, integrating vibe creation into the launch flow, the Breaking Bad themed launch video breakdown, and an open letter to Foundry on Bitcoin's declining security budget and NAT Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube Twitter: bit.ly/TBR-Twitter Telegram: bit.ly/TBR-Telegram Discord: bit.ly/TBR-Discord $NAT Telegram: https://t.me/dmt_nat

"I currently haven't found a use case in which I haven't been able to build."That was Brett Adams on what Palantir Foundry can do in construction.This week on Bricks & Bytes we sat down with Dan Julien (Chief Revenue Officer) and Brett Adams (Forward Deployed Engineer and Head of Construction) of ForgeSight, the i4C born team implementing Palantir Foundry across the AEC industry, to cut through the rumours about what Palantir is actually doing in construction.Tune in to find out about:✅ Whether Palantir Foundry can really replace your ERP✅ What "forward deployed engineering" actually means on a job site✅ Whether Procore, Autodesk and Trimble survive a Palantir world✅ How a contractor rebuilt its entire operation on Foundry in roughly a year

Ben Cardew spoke to Chinese musician, DJ and creative chef Yu Su about her fantastic new album Foundry, about grit and metal, cooking and music, moving to London, Kaifeng, Seefeel and a whole lot more. Line Noise comes with the support of Cupra.

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Ben Cardew spoke to Chinese musician, DJ and creative chef Yu Su about her fantastic new album Foundry, about grit and metal, cooking and music, moving to London, Kaifeng, Seefeel and a whole lot more. Line Noise comes with the support of Cupra.

Sharpen your beaks and clean your feathers, all crows are needed to scavenge the remains of a broken world. The Crows playtest is live and anyone can join in. Also the summoner is across the line, Triglav is doing their biggest crowdfunder yet and Draw Steel is top 30 on FoundryVTT.Links to everything: https://goblinpoints.com/2616#linksChapters:00:00:00 - Intro 00:00:45 - Crows 00:03:48 - The Summoner 00:04:44 - Vasloria Map 00:05:05 - Across the Solar Expanse 00:05:57 - Weapons of Lore 00:06:49 - The Knight 00:07:27 - Until the Last Villain Dies 00:09:21 - FoundryVTT Year in Review 2026 00:10:17 - Reinforcements: Goblins 00:11:05 - Mythic Treasures 00:12:01 - The Blacksmith's Guild Year 2 00:12:45 - Community Highlights 00:14:27 - Blast From the Past 00:15:15 - OutroSupport the showGoblinPoints.comStawl.appDiscord ServerLeave a comment on YouTube or Spotify, or send me an email at tips@goblinpoints.com.Theme music by Patrick Haesler.Art by Chris Malbon.

We've informally heard that Satya is a listener to LS for a couple years now, but it was still absolutely surreal to meet him and do a live pod at Build, together with our friends at No Priors, the leading VC AI Podcast that we also greatly admire!We covered the MAI model technical takeaways on yesterday's AINews, so I will focus our recap of Satya's main messages around three elements:* Satya's adaptation of the Bill Gates Line for positioning Microsoft as the Frontier Intelligence Platform — customers must gain much more value from the Microsoft ecosystem than Microsoft itself, by building on multi-model harnesses like OpenClaw and Scout, drawing on the full enterprise context exposed by context layers like Work IQ (heavily dogfooded by his C-suite), and building up private evals and traces as a new form of Token IP* AI ROI: On one hand, enterprises are having difficult conversations around Tokenmaxxing and Layoffs, and on the other hand, there are serious re-evaluations of the End of SaaS since the Build vs Buy equation has changed so much. Our previous SemiAnalysis guest had… interesting comments on Microsoft's position on this as the ur-SaaS titan, and Satya had great answers* Making the Impossible Possible: Kevin Scott's inspiring framing around what the most ambitious version of applying AI and technology at large to business and social problems, like education and social impact.Enjoy!Full VideoTranscriptVoiceover: Welcome swyx, Sarah Guo, Elad Gil,, and Chairman and Chief Executive Officer of Microsoft, Satya NadellaSarah Guo: Welcome to a crossover episode of No Priors and Lane Space with Satya Nadella. Um, congratulations on an amazing build. No, thank you so much, and it's great to be with both of you. I listen to both of you or b- both the podcasts all the time. It's great to be on it.Thank you so much. [00:01:00] So you're just talking about, um, these amazing, uh, announcements from across the Microsoft estate all morning for, I think, three hours. What is the, uh, what's the most important reflection or takeaway you have?AI as an Ecosystem PlatformSarah Guo: I, I'd say there are, uh, perhaps the, the biggest one for me is let's sort of conceptualize this more as an ecosystem play as opposed to a single model or even a single platform, right?Satya Nadella: I mean, you know, whatever I... At least for me, having grown up at Microsoft, having seen, whatever, four major platform shifts, uh, I sort of fall into that, um, uh, camp where a platform is defined by fundamentally its ability to create more value about the platform versus what's captured in the platform. And so if you, you view what's happening right now, I think this morning's keynote was how can any company, whether it's an AI native company or a traditional enterprise company, participate as a first-class participant where they can point to AI they created, [00:02:00] right?It's not that they don't use other people's AI. Of course they will. But to me, what's the path? What's the recipe? How do I do it? What does a stack look like? What does the tooling look like? What is valuable? How do you do that? That's it. That's sort of our job to do. Yeah. Ecosystem strategy is, uh, very complicated, right?Sarah Guo: Because you end up building certain components, partnering for certain components, supporting them. You just announced this big suite of models. Like, tell us a little bit about the, uh, training strategy for Microsoft now. Yeah.MAI Models & Training StrategySarah Guo: So, so the thing that we wanted to do with the MAI models was to build, and as Mustafa talked about, first of all, a great lineage, right?Satya Nadella: Starting with pre-training, uh, with very good data quality, uh, doing all the ablations, making sure because in, in some sense it's becoming even harder to build a clean lineage model just because there's so much stuff out there, uh, that you truly need to ablate out to be able to have a fantastic [00:03:00] pre-trained model.In fact, that's one of the challenges of a lot of the open weight models is they look great on one benchmark or two, but they're not great on practice. So that's why, in fact, even in the RFDEs are, they, they are pretty gone really excited about these MAI models because how the heck can a small five B model hill climb?Uh, and it goes back a little bit to what I think is ultimately the key thing to do, which is try to pursue finding that cognitive core. Uh, so to me, starting with a clean lineage- Then creating that ability for companies to be able to use this, right? Not just as a generalist, but to create their own specialist by building this hill climbing scaffold around it, right?So it's not just the model, but you have a hill climb scaffold around it, then you will start building your RLE. You will start collecting the traces. Most importantly, you'll have private evals because we know all the evals out there are good, interesting, [00:04:00] but they're not really that critical- They're work, yeahSwyx: at this point because they all can be maxed. And so the point is each company will have its own private eval. And so that end-to-end platform story around our models is sort of, uh, what I think is interesting. And then the one other thing, Sarah, since you brought that up, is I do feel there's a new frontier.Satya Nadella: Like people talk about the frontier and are you operating at the frontier. Um, interestingly enough, if you add a little temporality to it, you can use, let's say, in, in, in fact, the, the Lando Lakes demo we showed was pretty cool. We used, whatever, GPT-55, right? Then you collected a bunch of traces, and then you took a 5B reasoning model and achieved higher.Sarah Guo: Uh, so that is another aspect of what it means to appear... uh, you know, operate at the frontier Yeah. I, I think, uh, I first of all have to congratulate you on basically building a frontier neo lab inside of Microsoft in two years. Um, I'm wondering, you know, you have all this AI strategy that you're rolling out.Lessons from Two Years of AI DevelopmentSwyx: I'm wondering, what do you know now that you wish you would tell yourself two years ago where- or two or [00:05:00] three years ago? Three years for the Jensen partnership, two years for, uh, MEI. Yeah, I mean, I think the, the thing when, that I reflect quite a bit, right, which is sort of obviously I got into all this when I got excited by the, the scaling laws paper and, you know, when, you know, even the OpenAI partnership came about when those folks said, “Hey, we're gonna really throw a lot of computer transformers.”Satya Nadella: Uh, and they've helped. I- the thing that I always look back and say, “Wow, these things, uh, do have capability that they're climbing up.” W- I mean, this, you know, this crude way of saying it is intelligence is log of compute kind of works. Now what I think we underestimated perhaps is the real-world complexity of deploying these so that they actually deliver the value in the real world, right?So the outcomes as measured by any benchmark is interestingly important, but the true eval is when people out there are able to do unique things that they only can value, and it's very [00:06:00] measurable, right? That I wish we had sort of even, like, had more in our consciousness, right? Which is as an industry.Sarah Guo: Because right now I think when people say, “Wow, I don't want a token max,” it's an artifact of us not having thought ourselves as an industry that we are using tokens to create value every step of the way. So I think that's kind of what I wish we had gotten there, but I'm glad we are here.Real-World Value & Use CasesSarah Guo: What are some of the use cases that you've seen that have created the most value for your customers?Because I know that people talk a lot about code, and I think it's pretty clear that that's something that's having very large scale impact. Are there other areas that you find in common that your customers are really benefiting from? Yeah. I think, yeah, to your point, obviously coding is now got... But it's interesting, by the way, Elijah, to even talk about the coding, right?Satya Nadella: Which is coding has worked so well that we now have to rebuild the IDE, right? I mean, it's kind of nuts to see what we sh- launched is like, oh my God, I have these hundred agent sessions. I... The cognitive load it transfers back to me as a human is so [00:07:00] excessive that now I need a new UI. Uh, oh, by the way, I, like the, the chat as the only artifact was also impossible, so that's why we need a canvas.So it's kind of interesting for all the things about where is software needed or where is UI needed, uh, you kind of need that even for code, right? In a fully agentic world. But that said, one of the things that we are starting to see, we started seeing with co-work, but even some of the work we, we showed with auto com- uh, um, autopilot Right on what you see with claws is a good one because if you sort of think about a lot of human capital is doing the glue work, right?If you now can augment that with tokens/agents that are long-running, durable, right, then your ability to scale even what is still judgment and glue work gets amplified like coding does. Uh, so you can... Like, I'm positive that six months from now we'll all be saying, “Oh, wow,” like, all through ni- the night there was a bunch of stuff that [00:08:00] all these autopilots that I have working on my behalf with my delegated authority, so to speak, right?I can... Sort of given even my identity, did a bunch of work, then of course I'll need my new ADE to say, “Well, what did you do?” Like, I might... “Did I do this work?” And so on. So I think that that's where compressing of workflows, uh, completing of tasks, uh, that's where I think a lot of the value gets created. I think you raised a really interesting point, which is there's the actual agent that's doing the code, and then there's a harness around it, and that's the environment, that's the context, that's everything you're setting up as a developer around actually a coding agent.The Harness Concept for Enterprise AISarah Guo: What is the harness for the enterprise? Is there an equivalent concept for broader productivity work, or how do you think about that concept sort of generalized? That's right. So, so in some sense you kind of want the harness to define the models, the, the data, uh, and the tools, and so that you have a loop across those three.Satya Nadella: And so what we are trying to, first of all, make sure is each of our products that we build, right, whether it's GitHub Copilot or the security copi- the, the [00:09:00] stuff we showed with MDASH or even the discovery for science, it doesn't matter, all of them are multi-model harnesses, um, with tools access so that you can do this progressive, uh, disclosure of tools even so that they're token efficient.Uh, and then you're feeding it with very rich context because that's sort of the other hard lesson we have learned in the last two years is, oh my God, the amount of work you need to do to prep the context layer, uh, such that your plan can execute in the most efficient way is where the magic is. So we have, in our case, we have the GitHub harness, which essentially we're using across all our products.It's available in Foundry, and we are open, like you can use your Llama harness, whatever. Or you can use the, um, uh, you know, any open harness or any harness of yours and train with your tools and multiple models and your context. And so that's the pitch. Because right now a lot of dialogue is, um, “Hey, if I train the harness plus tools and the model together, you get [00:10:00] evals.”Elad Gil: And what we are proving out is... And the best example of that is what we did with MDASH, right? Because when it launched, uh, it found bugs or vulnerabilities that were not found by Mythos Uh, and so there is existence proof, I would claim, that you can have a multimodal harness, uh, that can in fact be more, uh, performant in the real world So a premise behind the, uh, training at the independent frontier labs is really, you know, we're gonna have these models, and we'll have an API business, and we'll support enterprises and startups.Sarah Guo: ButPlatform Strategy & Developer EcosystemSarah Guo: a first-party product, be it productivity or code or search, drives the majority of revenue. That's a different value equation than you're describing, I think, with the Microsoft ecosystem. Uh, if, if that's the case, tell me if it's the case, uh, ‘cause obviously you have first-party products and you have enablement products.Satya Nadella: Um, what is the role of the develop- Like what is gonna be hard and the set of skills and the value capture the developer has in that world? Yeah. So I think that there's always [00:11:00] gonna be the case that someone who is super successful in- as a platform builder can also have first-party products. It was true with Windows.It is true, uh, with, uh, the, the SaaS side and the cloud side as well with us and others and so on. But the thing that is, is it should not be a limiter to other people achieving that same success, right? That I think is the core difference, which is the, the network effects this time around, around intelligence are such because they learn from data, and not really lots of data.It's just a few samples that you have to see to understand what's novel about something. So that's why the game becomes how to protect. So that's why I would say every company, having private evals may be the biggest IP, right? Think about it, like what's that private eval that you can then use even a frontier model to hill climb on and not leak the traces may be one of the biggest [00:12:00] drivers, uh, of IP.Like, so in other words, another te- acid test is you have an eval that's private. You're using, uh, a g- a Model A. Can you switch it to Model B and e- you know, climb up? If you can, then you're in control. If you can't, you're not in control, and that's where even the harness decision becomes super important, right?swyx So therefore, having an open harness, letting all models come in, having your evals, your context, your tools help you hill climb, I think is the skills that an AI native startup needs, a SaaS company needs, or every enterprise needs. Yeah, I think in, in a very real way you are ... Microsoft historically is an operating systems company and th- then become a cloud company.Maybe like the third act is that you're a harness or evals company. Whatever w- ... whatever the, the sort of conglomerate of concepts that you wanna put together. Um, and, and I think like enabling every company to have like frontier intelligence or what- what- Yeah ... I forget the, the [00:13:00] exact term that you used, um, is the, is the mission, right?Satya Nadella: That's it. Like that is, that is the platform promise, that you build with us, you will get your intelligence, uh, for your data. That's it. That ... To, to me, that is the ... Like if there was one tagline, uh, for this entire developer conference is- Can everybody operate at the frontier with their frontier intelligence, right?To me, that is so important because otherwise it, I, I don't know how you achieve stable equilibrium, right? Which is how do I then go and say, “Well, my company is gonna have a terminal value because I now know how to continuously compound-” Yeah ... on top of what's a platform that gets better,” right? So when, like Windows obviously came out, Adobe built, Autodesk built, uh, or even like take what Jensen said.We built DX and he built, you know, CUDA on top of it. Um, right? I mean, I always say to Jensen, “God, I got the short end of that,” right? “I wish, uh, we had recognized it.” But nevertheless, but that, that idea that you can build a platform layer [00:14:00] that someone else can then extend out, um, and build their own intelligence layer in this case, I think is everything, right?Without it, why have a developer conference? I can just come and have you all sort of just worship at the altar of one model. Yeah. But that's not a developer conference. Uh,IP, Evals & Company Valueswyx: backstage we, we had a discussion about what is IP or what is the, the value in a company. It used to be the length of, uh, human experience at a company, and now it's this other thing which is the evals, the, uh, experience in sort of applying agents to the company. Can you... I just want you to like flesh that out a bit more ‘cause- Yeah ... it was very insightful.Satya Nadella: It's a great way to frame it, right? Because yeah, at the end of the day, every company is gonna have both the human capital that is still gonna be super valuable, uh, because humans, uh, and their ability to find the gaps that exist at all times is going to be the way we all will create value, right?I mean, so I'm definitely in the camp that this is going to be about expressing new forms of human agency and ambition even as token capital goes up, right? So let's say a cor- any corporation [00:15:00] has lots of tokens and lot of human capital. The question is how do you compound the two? So if you have a... Like if you take in Teams I have a bunch of agents doing work and a bunch of humans doing work, and the traces between those, that is really important context of how that enterprise is creating value.Then that goes back to train not a generalist model, but to train the company veteran agent, uh, right? That is super valuable again, right? Which is when a company goes says, “It should in fact go onto the balance sheet,” is how I think about it, right? That's so... In fact, there may be... Like human capital was never possible to go put on a balance sheet, uh, because you didn't know how to capture the tacit knowledge.swyx: Whereas now I think you can with the agents that have learned through the h- through, through time, through all the traces. Uh, so that's what at least we think will happen. I, I think the SEC is gonna have to have accounting standards- ... for token, uh, expertise Uh, y- y- you're talking about the equilibrium [00:16:00] state, um, and a stable equilibrium where companies have this compounding value and can see terminal value for themselves.Future of SaaS & Business ModelsSarah Guo: Another challenge to, you know, the considered equilibrium of, okay, there are applications and workflows that are sort of common to a vertical or a horizontal. Um, and this was, like, the generation of SaaS companies and, you know, Microsoft has lots of SaaS properties as well. And then there are things that are very specific to every enterprise that they're differentiated against.Elad Gil: Um, I'm sure you have heard much and participate in much of the debate about the end of software because all these workflows are, are cheap to generate now. Um, do you think the equilibrium looks different between what agents get built- Yeah ... in enterprises versus in their vendors in the future? Yeah. So I think what's happening there is, see, we, we had a particular way we captured, um, I would say workflow in apps, right?Satya Nadella: Because we built a, a data model, right? We schematized some part of some business process. Mm-hmm. We then built a bunch of business logic. Yep. And then we put a bunch of UI [00:17:00] on top of it, right? So that's kind of what every SaaS company- And a little configuration. For, like, 20, 20 years that was the plan.Right, that- Yeah ... and that was it. So interestingly enough, now you kind of get to re-litigate that vertical stacking, right? So I still think, for example, that data model that you built underneath every SaaS application is super good, right? Like, why reinvent it? Like, I, I, my general ledger better be a general ledger.I don't need new schema creation. No. Uh, in fact, that entity relationship, uh, is actually pretty good, robust thing that I want to feed. And you want it to be stable. That's right. Yeah. Then same thing with business logic, right? If, if you look at, uh... We have this product called Power BI, right? It is like dashboards galore people created.The beauty underneath that dashboard is a very rich semantic model, right? Someone took the pain to create a dashboard and do all the measures, and you want that. That's business logic, right? I want that to be available to me. So I think the [00:18:00] challenge of the SaaS business model is we packaged one way. We now have to learn how to unbundle these things and rebundle in new ways and discover new business models, right?I mean, if you look at it, d- what's happening today with Microsoft 365 is a great example, right? We have this thing called Work IQ. In fact, like, what we are realizing is, oh my God, like, you know, if you look at... In fact, there's a pa- historical parallel too, right? We sold first Exchange and SharePoint and, uh, you know, before Teams, we had a thing called Lync Server and what have you, and we thought, “Oh, that's all gonna move to the cloud.”But little did we realize that, um, the number of people who will use servers in the cloud is 10X, 100X, right? Because people were not buying servers, they were just buying a subscription. Mm-hmm. The same thing is now happening with M365 because with Work IQ, we have exposed what is perhaps the most important database in a company that never got used as a database because it was only captive to our apps.Mm-hmm. Right? It, it was all email operated on it, Teams operated [00:19:00] on it, Word, Excel, PowerPoint, SharePoint. But now, like this is one of the coo- coolest things I get to do with Work IQ. I go to a GitHub repo and I say, “Hey, I attended a bunch of design meetings last week related to this repo. Can you capture all that and tell me what changes I should make?”I mean, think about that, right? It literally can go look at all those transcripts, come back with a plan to change a code base, right? Previously, you could never have thought of using M365 for something like that. So the value creation opportunity now in the agent world is in fact 10X more, but it does require us to have...Sarah Guo: For example, there's going to be usage around M365, right? Which is going to be perhaps more than even the e- end users and we have to even re-architect. Like, in fact, like what I use to serve an inbox or a mailbox cannot be used to serve an agent. Uh, and so that's sort of what we are doing.Pricing Models: Per-User, Consumption & OutcomesSarah Guo: I don't believe in, like, permanent business models for any of these domains, but in the [00:20:00] near term, do you have a prediction between, uh, you know, outcomes-based pricing, token-based pricing?Elad Gil: Enterprise bundles Yeah. The way I- I think about this is always we've had... Like, let's even take the per-user pricing. Mm-hmm. The per-user pricing is really an artifact of someone creating a budget needing certainty, right? Because it's the most important thing. Like, somebody wants a budget- Mm-hmm ... they need a per user.Satya Nadella: And, and per user is just a set of entitlements to usage, right? That's kind of what it is. And so the way is, if the first bundling will be take some usage, bundle it into per user stacks and, you know, then sell subscriptions. So subscriptions I think are gonna be there, per user is gonna be there. Then the next big thing will be consumption.So people will say, “I want consumption.” And it's also possible that people will say, “I don't even want to pay for any of the subscriptions or the consumption's outcome.” Mm. But remember, most people love outcomes until they have an outcome, because once you have an outcome, it's like giving away royalty, [00:21:00] right?Mm. I mean, like I, I've talked to customers who love, you know, outcome-based pricing, and I say, “I'm all in,” until they, “Oh my God,” like, “what are you talking about? You're sharing in my outcome? No, no, no. I want you to go back to per-user pricing, and I want you to consumption price,” right? So I think that debate will go on.Uh, but and all, all, all of these business models have a particular time and a place versus one to rule them all. And if anything, if you're a SaaS vendor or you're a platform vendor, having that flexibility... And quite frankly, we face this with GitHub, right? We just recently announced a per-user pricing on GitHub because little, you know, we- GitHub Copilot was constructed at a per-user level before we understood even, uh, the intensity of usage of agents, right?It was an interactive way for a developer to use code complete, maybe tasks. It was not like, oh, I launched 10,000, you know, agents that are going on all day, right? So that is what the adjustment is about. So now that we really want, there will [00:22:00] always be a per user, but there will have to be a consumption meter.Durability of SaaS & Build vs BuySarah Guo: How do you think about the durability of SaaS more generally? One thing I've observed is in a lot of enterprises internally, there will be teams that almost have agent euphoria. They're so excited about the explosion of things they can build that they're trying to rebuild a lot of applications or going to their SaaS vendors and saying, “We're not gonna work with you anymore,” or, “We're considering an internal project.”And it seems like in six to nine months, maybe some of those people will come back and say, “Actually, we, we can't rebuild everything.” How do you think about what's durable in this world and what isn't? Yeah, it's a... It... I think we have to go through one full budget cycle on this to really see the, um- Uh, the sort of the emergence of the equilibrium, because at the end of the day, there's marginal cost to even generating the app, right?Elad Gil: In, in fact, there can be even a, a simple way to say it, like if you should always acquire something if the marginal cost of building and maintaining, uh, something on your own is higher. Uh, right? That should be like it's a quantifiable- Yeah. Right? A quantifiable thing. And [00:23:00] the maintenance part is important, right?Even, like you got to remember like, hey, you know, all the security stuff that now AI will find, you better fix them too fast. Uh, of course, there's a coding agent to help you with, but then that burns tokens, right? So whose responsibility is it? It's kind of like a, a cycle that you've got to think through.And I think we have gone through the excitement that I can generate a lot of software. I think the next thing would be what software do I really want to generate? Mm-hmm. What software do I want to use from others? How do I compose these two into some agentic workflow that I have agency over, right?Sarah Guo: Because I think there'll be very little tolerance for anybody who's inflexible, uh, at the vendor level. Uh, but at the same time, I think that anyone who has got that flexibility shows up, delivers the value, will be back at again, right? We're selling software, uh, but with just different business models, in fact Uh, speaking about building software, um, one of my favorite moments from, I think, a previous build maybe one or two years ago was they had a b- they, they...Swyx: There was a section of you building your [00:24:00] own software. I'm curious if you're building anything now. Yeah. So I, I think the... You know, first of all, let's face it, right? Building software has made it possible for even the incompetence of a CEO of a company- ... like ours, uh, you can build, so thank God. But that said, I, I, I, I do feel that, you know, something like, um, GitHub Copilot to me, and especially the new Sessions app or the new app, has just made it so much more possible for you to have agency over artifacts that you felt you couldn't touch before, right?Satya Nadella: So to, for me as a CEO, even to go to a code base, uh, to be able to learn about it, like I remember joining Microsoft long back, you know, first and then you say, man, everybody had to go in and look at, you know, whatever, Cutler's, Malik, or what have you to learn how to do good C, uh, C++ code. Um, so now that ability to be more full stack up and down is so good, but that doesn't mean every one of us should be doing the same thing.The question is: [00:25:00] how do you then have the ability to inspect things, learn things, see things, um, I think is just so much more. And so to me, what I'm building a lot of is these long-running Foundry agents. Uh, right? So there's autopilots. So the easiest thing is, to me, I think I just built one, uh, even last week, where the idea was, hey, can I have an agent that is continuously monitoring essentially my own chief of staff autopilot, right?We're gonna have that obviously in, uh, Scout. That's what, uh, uh, we showed. But it is so easy and trivial to build. I took Work IQ. I said, “Take Work IQ, go, uh, and build a Foundry long-running agent.” Uh, store all the memory in, um, uh, using Ray Fin, right? Basically at my backend as a service. And lo and behold, it built it, and not only built it, I could say publish to Teams, and it published the damn thing to Teams.Sarah Guo: So the ability, uh, to have a, you know, some end-to-end project like this complete is just pretty [00:26:00] miraculous. How do you think, uh,Future Engineering RolesSarah Guo: that impacts the different types of engineering roles that exist in the future? Because right now I think there's, you know, a dozen different types of engineers that you can be, from QA, front end, et cetera.You know, there's a big swath. I've heard some people argue that in four or five years we'll basically end up with four engineering roles. It'll be people who are managing agents, it'll be four deployed engineers or FDEs, it'll be security engineers, and then people working on large scale infrastructure for a small number of services, and then everything else just collapses into the agentic world.Satya Nadella: Yeah, I- Do you think that's a correct view of the world? Yeah, I mean, I think, I think we'll have to experiment our way through it. But what you said is what... There are some very at scale things. At LinkedIn, they did structurally change- Mm-hmm ... uh, and it, you know, basically built up a new discipline called full stack builder, right?So they went and said, “Hey, let's bring, uh, people from design and product management, front end engineering, all put them together.” Uh, but also have an edge, right? It's not like the design person still doesn't have the design edge, or the front end [00:27:00] person doesn't have the front end edge, but you can give yourself bigger scope in roles so that you're not confined to one role.Um, and then r- equally, infrastructure has become very critical, right? So in other words, like, I mean, RLEs, I mean, one thing we've realized is even for the Excel team, for example. Mm-hmm. Building the RLE in which a reward can be learned is actually one of the hardest sort of infrastructure problems.Mm-hmm. Uh, and so you kind of need even new talent, right? Distributed systems people even in what was considered an end user app team, uh, because it's a different skill set. So yes, infrastructure, science is the other one, obviously. Um, so I think we'll see how these evolve, right? Where's the s- real... I mean, always the world will have a bunch of specialists.Okay. Um, you know, I think the generalist role is going to be the most exciting, right? Because the leverage of a generalist- Mm-hmm ... um, is where we are going to see the maximum returns, right? When, when you said, “Hey, are you coding?” I'm now a gen- Like, what... I've basically translated [00:28:00] knowledge work Right?Which I did, where I created a Word document or a spreadsheet, or even, uh... And now I can build an app, right? It's in the same sentence. Uh, right? That idea that, “Oh, wow, my generalist skills have gotten higher leverage,” I think is what we're gonna see across the board. Music to the ears of CEOs and VCs that are, like, a little dangerous and a lot of- Golden age for idea peopleSarah Guo: idea people. Yeah. Uh- With a lot of agency. I- if you take that idea of personal agency and you just zoom it out to the organizational context, um, uh, my partner Mike Renall, who, uh, actually started his career at Microsoft, just wrote an essay where one of the big takeaways is i- it's an age where you can be much more ambitious, and you need to be, given the pace of the environment and how quickly, actually, users and companies are open to adopting new technologies.Satya Nadella: Um, how do you think about... I, I feel silly asking this of somebody running a, you know, trillion-dollar-plus company already, butAmbition & Making the Impossible PossibleSatya Nadella: how do you think about how Microsoft can be more ambitious now? It's a great question. Um, I [00:29:00] think, um- I think the, the thing in these type of transitions is to have a conceptual model of how work can change to go after outcomes that you could hardly imagine previously, right?In fact, Kevin Scott has this nice line, right, which is, um, when you can make the impossible... Like, when you're making hard things easier, that's sort of one point of leverage. But true ambition is about making the impossible possible. So now the thing that is missing a little bit in all of our organizations is what is that new conceptual model of what can we build?What was impossible and what can we build? And I'll give you one example of this, right, which is I take great inspiration from sort of the people who were managing the Azure net- network. And they came to the... This was from even last year. You know, we were scaling. You saw that I, I [00:30:00] talked about sort of how we built in the last 15 months more Azure capacity than we built in the first 15 years.I mean, it's crazy. Wild. Yeah. Right? It's pretty wild. And it's the same team. So they saw that and they said, “Bob, this just ain't gonna work if we don't reconceptualize our work.” So they built... Essentially they said, “Our job is not to do Azure networking. Our job is to build the agentic system does, that, that does Azure networking,” right?These are the folks managing the 500-plus fiber operators managing the VAN, right, all over. And fiber operations ultimately is a physical operation. Things get cut, things get, uh, you know, have to be repaired. You know, we have fancy words called DevOps and so on. Basically, emails are coming in and you gotta go respond to them, take care of it.So they built this agentic system. They even have a character for it. It's called Miles, and it sort of does all this stuff, right? They started sort of screaming for more tokens and so on. And so they were saying, “Look, uh, we don't need a headcount. We need tokens in order to be able to [00:31:00] manage, uh, our operation.”That reconceptualization- Mm-hmm ... of what their work is, right? They, they basically took their work and made it meta, right? That meta work is now their new work. Mm-hmm. Right? In the ‘80s, if somebody had come to us and said, “4 billion people are gonna get up in the morning and start typing,” my model would've been, we need 4 billion typists?But we're not doing typing, we're doing knowledge work. So that, to me, I think is it, right, which is whether it's Microsoft or whether it's any organization, is to give ourselves permission to do new types of metacognition, meta work, using these new tools to change the outputs that matter, uh, and then really make the impossible possible.Sarah Guo: So completing that dot or the, the connective tissue across those, I think, is where a lot of the enterprise value will get created.Data Center Build-Out & Community ImpactSarah Guo: Should we talk about data centers? Yeah, please ask. Oh, okay. Well, uh, uh, w- we-- this leads nicely into the data center build-up. I always think, I- I just-- I'm just impressed at the sheer scale of the [00:32:00] build-out from Microsoft, but also everyone else, that this is redefining what it means to be a hyperscaler.And I just feel like that, that, that is at unprecedented scale on finances, uh, on the way you run the company, but also the communities that are, that are impacted. Um, yeah, just talk a bit more about what you're seeing on the ground, like when you visit your- Yeah, I think there are two aspects of it.Satya Nadella: Obviously, the, the build-out is, uh, extraordinary. Um, you know, nothing like this has happened, and it's great to be, uh, one of the participants in it. Uh, but you brought up the other part, right? I think at this point it's clear that unless we as an industry, uh, are very principled about ensuring that the benefits of all the stuff we're talking about are felt in real ways, uh, at the community level, right?Because this is not just a, a campaign, um, right? It has to be real, where people are saying, “Look, this is not ch- changing the prices on energy for me.” In fact, if anything, it's bringing down prices because long term there's going to be a better [00:33:00] grid, there is going to be more energy. Water consumption is, in fact, not sort of, uh...In fact, water is being replenished, right? You gotta really, you know, educate folks on truly what's happening, the cl- uh, the closed loop systems we are building. We have to invest in the training, the jobs, the tax base. In fact, the least talked about stuff is the amount of jobs that get created during construction, after construction.What's the tax base that's there in the community? And, and all this has to be real. Um, and, and if that is the case, then we will have permission. If it is not, we won't have permission. It's as simple as that, right? Which is, uh, we, we... I think we have to take it as an industry pretty seriously. Uh, I think it's good for communities to be skeptical, ask the hard questions, for us to do the hard work, earn that.Um, but at the end of the day, if there's-- if we can really be the produ-- Wait. I've always felt like in human history, if you use a lot of energy but also create a lot of value for society- The story has been fantastic. If you don't [00:34:00] do that, it's not been that great. And this time around, I'm a firm believer that ultimately if you do have a token economy that drives productivity, that drives economic growth, that drives broad spread, um, you know, participation, better health outcomes, um, then I think we'll be in a great place.Sarah Guo: Uh, and that's at least what we all have to be focused on. Yeah. It, it makes me think actually that with all these initiatives that you're doing, might be e- easier to see ROI in the communities first before in enterprise. Yeah. I, I mean, I think both sides. Yeah. In fact, it comes back together. It has to be the people in the communities are going to be employed, are going to be participants, uh, in the real economy, right?Satya Nadella: That's I think the question is. Like, if we- if the broad economy is doing well and the communities are doing well, the dots get connected. It's sort of the market forces are such that we will connect the dots. And that I think is it. Like, you ought to be able to see the evidence. You can't be about o- any one company, uh, but it has to be broad economic growth and broad [00:35:00] ec- you know, community permission.Elad Gil: Yeah. I guess I wanna talk aboutSocietal Impact & Optimism About AIElad Gil: what you're most optimistic about currently or what have you most updated your personal models on regarding societal impact of AI? So you're saying what's the, the, the- What have you updated most on in terms of societal impact of AI? Yeah. I think the, um, the p- the most, um- Critical thing is the first question we even started with, which is we need to tell the story and make it real that everybody has a real shot to participate as a first-class participant in this new economy.Satya Nadella: Right? That's kind of, I think we- in the next 12 months, 18 months, we need a way for people to say, “Oh, wow, I get it.” Right? There's going to be tremendous capability, tremendous amount of infrastructure, but I can see what is going to happen, whether it's the benefits like health outcomes or my ability to create a startup or my ability to run my [00:36:00] local sort of, uh, store more efficiently.It's just happening, and I see that, uh, benefit myself, right? That to me, you know, earning that permission in a path-dependent way, we can't wait. See, the one thing, Eli, that I've now learned is I think the world is gonna be very skeptical of tech and tech companies that say, “Trust us, we've got it. The g- future is gonna be glorious.”Sarah Guo: Uh, you kind of have to deliver tangible benefits. Um, and quite frankly, politicians winning elections, uh, because they have advocated for that. That will be at least my adjustment because without it, um, thinking that somehow... Because it's too important this time around. It's too much of the economy for it not to be the case So one very simple framework I have for, you know, what are, what is gonna be the broad benefit of AI, um, beyond the communities just working in technology, are, are sort of wealth creation- Yepit's [00:37:00] gonna happen in a ton of different companies, startups and large companies. Then you have healthcare. Uh, you, you had amazing demos today. There are companies like Open Evidence. I think that is happening. Um,Education & Future of LearningSarah Guo: education seems like another one that's an- Yep ... obvious good where we haven't seen as much impact as I'd expect.Swyx: Do you have a hypothesis on why that might be, or if it'll come? Yeah, I mean, I think this is where, again, how we think about education, how... You know, recently I met with, uh, the founders of Alpha School and learnt a lot about what they were going and going about, and it's fascinating to listen, uh, to how to even rethink- MmSatya Nadella: uh, what does education really look like. Because I think it's actually very important. Mm. Uh, and I'm not saying anything traditionally being done is less important, right? I was even looking at the, uh... It's fascinating to see. I, I, I forget the which Stanford class it was, uh, the, the Asian guidelines for CS something.Mm. Uh, because you still need people to learn. Uh, like it was an interesting AI class that they were making sure people were learning how to apply softmax appropriately versus saying, “Hey, fix my training run.” Mm-hmm. Uh, so I think learning concepts is important. It's going to [00:38:00] be, uh, critical. But the way we create the incentives, what are the credentials, how we value those credentials, what is the employment opportunity for those credentials?So I think that there's a complete change that has to happen, uh, given the way to get to information, way to educate yourself, way to continuously keep yourself updated has changed so much. So I think interestingly enough, maybe the next big startup and success story could be someone who builds a new university, um, or a new, um, pedagogy even of how to get someone to go through a curriculum and find economic opportunity, uh, that's highly valuable.Well, that has felt, uh, perhaps impossible for a long time, but it's a great note to end on and something that might be possible. It's still possible. Yeah. Thank you, Satya. Thank you so much. Thank you. Yeah. I appreciate it. Thank you all. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.latent.space/subscribe

Daquan sits down with Abe Stem, Owner and Head Instructor of The Foundry Fighting & Fitness, to talk about more than two decades of building Beaufort's go-to gym for martial arts, gymnastics, and fitness. From training Marines and law enforcement to coaching the next generation of kids on the mats, Abe shares the story behind The Foundry, the role fitness plays in our community, and the Beaufort spots he sends every active visitor to. ⁠Visit Beaufort, Port Royal and the Sea Islands in South Carolina⁠ The Inner Coastal Podcast is a part of the Destination Marketing Podcast Network. It is hosted by Daquan Mickens and the team at Visit Beaufort, Port Royal and the Sea Islands and produced by the team at Brand Revolt. Music is Inspirational Outlook by Scott Holmes. To learn more about the Destination Marketing Podcast Network and to listen to our other shows, please visit ⁠https://thedmpn.com/⁠. If you are interested in becoming a part of the network, please email ⁠adam@thebrandrevolt.com⁠.

EPISODE 164 | Walk Like a Panther: The Palantir 22-Point Manifesto A company many have heard mentioned but don't know much about caused a stir in the interwebs when its CEO dropped a 22-point manifesto of sorts. Many felt the whole thing smacked of some sort of comic book supervillain's shopping list, while others nodded their heads at the sage wisdom of the post of X (formerly Twitter). Palantir is the company and the poster was Alex Karp. But just what is Palantir and who is this Karp guy? Review us here or on IMDb. And seriously, subscribe, will ya? Like, just do it.  SECTIONS Five Guys - Nathan Gettings, Stephen Cohen, Alex Karp, Jon Lonsdale, Peter Thiel (the 130th richest country in the world) More Things in Heaven and Earth - Peter Thiel: a Randian Objectivist, a plutocratic reactionary, militarist techno-libertarian, or libertarian authoritarian; post-democracy, liquid democracy; Thiel's views and actions Know Your Product - What Palantir does and what they're worth, Gotham, Foundry, AIP, TITAN, MetaConstellation and MOSAIC, Skykits, Metropolis, ELITE; who uses this stuff, JP Morgan spies on employees  Manifesto - Alex Karp's 22-point summary of The Technological Republic: Hard Power, Soft Belief, and the Future of the West Music by Fanette Ronjat Follow us on social: Facebook X (Twitter) Other Podcasts by Derek DeWitt DIGITAL SIGNAGE DONE RIGHT - Winner of a Gold Quill Award, Gold MarCom Award, AVA Digital Award Gold, Silver Davey Award, and Communicator Award of Excellence, and on numerous top 10 podcast lists.  PRAGUE TIMES - A city is more than just a location - it's a kaleidoscope of history, places, people and trends. This podcast looks at Prague, in the center of Europe, from a number of perspectives, including what it is now, what is has been and where it's going. It's Prague THEN, Prague NOW, Prague LATER    

Welcome to episode 357 of The Cloud Pod, where the weather is always cloudy! Justin and Matt are in the studio this week to bring you all the latest in cloud and AI news! Is AI costing more than the people it replaced? Are CEO's suffering from AI psychosis? Is Opus 4.8 better than 4.7? We answer all of these questions and more this week – so let's get started!  Titles we almost went with this week Valkey Stops Forgetting Your Data Like Your Ex  AI Coding Tools Cost More Than the Coders They Replace Microsoft Discovers AI Budgets Burn Faster Than Enthusiasm Executives Caught Hallucinating About AI Productivity Gains ABBA Said ” Dancing Queen”, but Google Said Data Center AI Now Tells Your AWS Apps How Fragile They Really Are Stop Playing VM Whack-a-Mole With Maintenance Windows Chaos Engineering for Apps Too Scared to Change AWS Rewires the Data Center With One Weird Optical Trick IAM the One Spending All Your Bedrock Money SQL Server Licenses Finally Pack Their Own Bags When AI Hype Meets Productivity Research, It Hurts CEOs Gone Wild: Demos Versus Deployment Reality Serverless Search Finally Learned to Nap Between Requests ElastiCache Finally Remembers Things After a Reboot Valkey Gets Durable So Your Data Stops Ghosting You Zero Data Loss Without Losing Your Microseconds Too Microsoft Build 2026 Scout AI and Quantum Dreams A big thanks to this week's sponsors: There are many cloud cost management tools out there, but only Archera provides insured commitments. It sounds fancy, but it’s really simple. Archera gives you the cost savings of a 1 or 3-year AWS Savings Plan with a commitment as short as 30 days. If you do not use all the cloud resources you have committed to, Archera will literally cover the difference. Other cost management tools may say they offer “insured commitments”, but remember to ask: Will you actually give me my rebate? Because Archera will.  Check out thecloudpod.net/archera to schedule a demo today.  General News  01:45 Microsoft data suggests using AI is more expensive than hiring people: Microsoft canceled most internal Claude Code licenses just months after encouraging widespread adoption, redirecting employees to GitHub Copilot CLI instead.  This does not affect the broader Foundry partnership with Anthropic, but it signals that token costs at scale have become difficult to justify internally. Uber’s situation adds context here: the company reportedly burned through its entire 2026 AI coding tools budget in four months after internal teams were incentivized to compete on usage. This illustrates how adoption incentives can create runaway costs that outpace projected savings.

Foundry Chocolate in New Zealand release only a single inclusion bar each year, but this annual release has become one of the hottest tickets in craft chocolate. Each fall (for the Northern Hemisphere—spring for NZ), they release a bar infused with a different whisky from artisan New Zealand distillery Thomson Whisky. Each year's release is a unique flavor concept, and co-founder David Herrick and his team spend time throughout the year perfecting each annual batch. In this nerdy, deep-dive conversation, David Herrick and host David Nilsen discuss the planning stages for each bar, walk through each annual release since 2021, and talk about the details of Foundry's process for infusing whisky into these bars. The Davids also talk about Foundry's origin story, the meaning behind their name, the thoughtful of their packaging, and what keeps them excited and curious.You can learn more about Foundry on their website, or follow them on Instagram.You can listen to episodes with New Zealander Luke Owen Smith here and here.1:00 - Introduction3:40 - Start of Interview: Foundry's backstory13:35 - The meaning of the name “Foundry”17:30 - Whisky and the Thompson Distillery21:50 - Whisky bar releases 2021-202542:45 - Whisky infusion process53:40 - Release events and enthusiasm54:55 - 2026 R&D57:50- What he's currently excited about1:06:55 - Packaging and the story Foundry is telling1:13:55 - End of interview1:20:40 - End of episodeGuest:David Herrick, along with his wife Janelle, are co-founders of Foundry Chocolate, a New Zealand-based bean-to-bar craft chocolate maker whose globally award-winning single origin, two ingredient bars make the flavor possible from single origins their absolute focus. Foundry only add a third ingredient to their chocolate once a year, and rather than more conventional approaches to flavored bars, they use liquid whisky to make an annual special release series of Thomson Whisky-infused bars, that have now gained such a following that they sell out in days and are sought the world over. Check out David's book Pairing Beer & Chocolate: A Guide to Bringing the Flavors of Craft Beer and Craft Chocolate Together.Follow Bean to Barstool on social media!InstagramFacebookPinterestSign up for host David Nilsen's beer newsletter for regular beer musings, and the Bean to Barstool newsletter for pairings, collaborations, and maker profiles.

A sermon preached by Rev. Ginger E. Gaines-Cirelli with Foundry UMC, May 24, 2026, Pentecost Sunday. “We Know Who We Are” series. ​​​​Texts: Acts 2:1-21; John 20:19-22​​​​   Last Tuesday evening, I found myself seated at a table listening to live jazz in the nave of the Cathedral of St. John the Divine in NYC. The occasion was the celebration for my mentor, Rev. Dr. Serene Jones upon her retirement as president of Union Theological Seminary after an extraordinary 18-year tenure. It was such a gift not only to be in the room with and for Serene, but to reflect on her influence upon my life through her words, actions, and friendship. And when she rose at the end of the evening to address the crowd, she urged all of us to pay attention to the prompting of Spirit and to follow God's call on our life.   It was a gift to receive this charge: to ponder, remember, and honor God's call upon my life and how Spirit has been falling afresh on me at every age and stage of my journey. Sometimes Spirit's meddling and God's call have felt aggravating, disruptive, heavy, and even painful. But, with every twist and turn along the way, God has brought me through and Spirit has stirred me to keep going.   And the truth is, I didn't always recognize Spirit's presence while it was happening. Sometimes it was only later, looking back, that I could see how God had been nudging and guiding and sustaining me all along. Maybe you know something about that too. Maybe Spirit has shown up in your life in ways you didn't fully recognize at the time—in a relationship that changed you…a burden you couldn't shake…a moment of courage you didn't know you had…a conviction that kept growing in you…a grief that opened your heart…or a persistent tug toward compassion, justice, mercy, or love.   And it makes me think about how we focus just one day of the liturgical year on the miraculous story of Spirit blowing into the community of Jesus's disciples and setting them on fire to move out into the streets to tell God's deeds of power. But, really, Spirit is at work in all sorts of ways all the time.   I get it, though, why we make a whole day out of Pentecost. It is a powerful story, the church's origin story really, of the moment when the disciples realized that Jesus' promises would be kept—that the Holy Spirit would baptize them and empower them to continue the saving work of God in the world. That very day they did things that seemed impossible—they spoke in ways that people from all over the known world could understand. And in that moment Peter recognized and proclaimed the fulfillment not only of the promise of Jesus, but the prophecy of Joel. That God would pour out Spirit upon all flesh, empowering all to have visions and dream dreams and prophesy. It's very dramatic—like a sci-fi movie that brings unlikely people together acrossunimaginable odds to do extraordinary things—with the bonus of great special effects. And I love it! But I also recognize that Pentecost wasn't the first time Spirit showed up among the disciples. Maybe it was the first time they recognized so clearly the Spirit who had been carrying them all along.   How else were they able to have the courage to leave their familiar lives to follow Jesus? How else were they able to go into villages and tell the good news and care for the sick and those struggling with their demons? How, apart from Holy Spirit, did they feed the five thousand? How did they stay together after the trauma and terror of crucifixion?   And maybe that's why I love the quieter story in John chapter 20 so much. The disciples have had the wind knocked out of them. By grief, fear, trauma. By watching everything they thought was going to happen collapse before their eyes. They are huddled behind locked doors, trying to figure out what comes next.   And then Jesus comes among them—not first with demands or instructions, but with peace. “Peace be with you.” And then he breathes on them and says, “Receive the Holy Spirit.” And honestly, I need to receive this right now and am pretty sure I'm not alone. I believe many people have had the wind knocked out of them. By grief. By fear. By the cruelty and chaos of this moment. By exhaustion. By disillusionment with the church. By watching Christianity so often get presented as domination instead of service, exclusion instead of welcome, certainty instead of compassion.   And on this Memorial Day weekend, many of us are carrying grief not only for lives lost in service, but also for the deep fractures in the country those lives sought to protect.   Many of us wonder whether the church can still mean something beautiful. Whether faith can still sound like Jesus.   We need the story we tell today! John and Acts tell it differently—but perhaps they are showing us two movements of the same Spirit. In John, Spirit comes like breath in a fearful room—restoring peace, courage, and life to weary people. In Acts, Spirit comes like wind in the streets—pushing those same people beyond fear and beyond every barrier to bear witness in a broken world.   But it is the same Spirit. The Spirit who restores breath to weary people. The Spirit who revives people who have had the life knocked out of them. The Spirit who reminds fearful people who they are.   And only then comes the sending. Jesus says, “As the Father has sent me, so I send you…” Notice that Jesus does not come into the room and say, “Once you've resolved all your fear…once you feel confident…once you fully understand everything…THEN I'll send you.”   No. The doors are still locked. The disciples are still afraid. And yet Jesus breathes Spirit into them anyway. God's mission doesn't wait for us to feel ready. Spirit meets us in the midst of fear, uncertainty, grief, and confusion—and sends us anyway.   What does it mean to be sent by Jesus as Jesus is sent by his Father? If the accounts of Jesus' life are our guide, then it means that we, like Jesus, are sent into the world to bring healing into places of suffering, hope into places of despair, mercy and forgiveness into places of sin, comfort into places of grief, peace into places of violence, love into places of hatred. To be sent as Jesus is sent is to be bearers of God's life in the world, to put our lives on the line for the sake of justice, and to stand in solidarity with those who are hurt by the systems of the day.   As disciples of Jesus Christ, we are a people who are not only gathered into the family of God—those who “go to church”—but we are also, inherently, a sent people, called to BE the church all the time and in every place we are.   Think for a moment of the life-giving rhythm of our bodies breathing in and breathing out. A healthy body needs to do both. The in-breath of the Body of Christ—the church—is the Spirit gathering us in to be loved, supported, fed, strengthened, and given purpose through sacrament and worship and study and community. Every Sunday or whenever we gather, the Body breathes in, takes in God's grace and power. And the out-breath is like the Spirit of God blowing out across the chaos of the world at the very beginning, bringing peace and new life. The “sent-ness” of the church is like that—the church moving out into the chaos and brokenness of the world to bring love, mercy, healing, and hope. Every day between Sundays the Body exhales, breathing the Spirit into places thirsty for life and hope and kindness.   As the founder of the Methodist movement, John Wesley, famously said: Do all the good you can, By all the means you can, In all the ways you can, In all the places you can, At all the times you can, To all the people you can, As long as ever you can.   I remember during the painful debates and divisions of the United Methodist General Conferences of 2016 and 2019, one of the pieces of legislation brought to the floor proposed changing the United Methodist mission statement—which is “To make disciples of Jesus Christ for the transformation of the world”—by dropping the second half: “for the transformation of the world.”   I was aghast at the idea. It felt like a vision of discipleship focused only inwardly, as if Jesus followers were meant to crowd back into locked rooms and focus only on their personal “disciple” ticket. It sounded like a church withdrawing its prophets from proximity to the powers and principalities that so desperately need their voice. It sounded like a church trying to hold its breath. I'm happy to say the legislation didn't pass. Because the story of this day—the story of Pentecost, the story of the work of Holy Spirit in and through disciples across the ages—is clear: Spirit always exhales—sending us into the world to embody the love and justice of Christ. The way we say it at Foundry is “Love God. Love each other. Change the world.”   And so I want to extend to you the same charge I received from Serene: pay attention to the prompting of Spirit who is always at work and respond to God's call on your life. Every day. In all the ways and places and by whatever means you can. And if you aren't sure where to begin, I invite you to decide right now on one act of service or outreach you will do this week, even small, for the wider community. Just do one concrete act of service beyond your usual routine. It could be running an errand for a friend who needs a hand. Or calling your state or federal representatives. Or paying for someone's meal. Or any other thing that Spirit prompts.   Because Spirit has been nearer than you realized all along. And Spirit will keep giving you breath—and wind at your back—to move beyond yourself and into the wondrous, love-fueled mission of God.

1866 painting depicts forging of Parrott rifle In 1866, John Ferguson Weir painted "The Gun Foundry," depicting workers pouring molten iron into a casting pit at the West Point Foundry in Cold Spring to create a Parrott gun. The painting, which lives at the Putnam History Museum, was last cleaned 50 years ago. Kara Mattsen, the director of curation, said the staff noticed "it had gotten a little foggy." It was "dirty, very dirty," said conservator Nadia Ghannam, who on Friday (May 29) will reveal the results of her thorough cleaning, funded by state grants. Ghannam has worked in the conservation departments at the Metropolitan Museum of Art, Brooklyn Museum of Art and the Guggenheim, among other museums. At Dia Beacon, she worked on the 102-piece Andy Warhol collection. As you might expect, refreshing a 160-year-old oil on canvas entails far more than a toothbrush and a bottle of Mr. Clean. "In 1973, it underwent a very aggressive treatment," Ghannam said, including a coating of acrylic varnish. "I did tests to see what I could do to improve that synthetic coating, because it was a little thick and gray-looking. It's a small window to find the right combination of materials so you can safely remove a discolored coating without removing paint." She concluded the 1973 layer wasn't discolored enough to take the risk. Ghannam noted that Weir painted "The Gun Foundry" during the Industrial Revolution, a period when artists started using mass-produced materials. "They were using a lot of crazy stuff in the paint," she said. "Some of it's difficult to take off now. For this surface cleaning, I used water with diammonium citrate, a mild chelating agent [which is gentler than acids]. Then I used a mild solvent to deal with the acrylic layer." She laughed while explaining that organic chemistry "nearly killed" her while earning a Bachelor of Fine Arts degree at Cornell University and a master's degree in art restoration at Queens University in Kingston, Ontario. "You have to understand paint chemistry and have a knowledge of artist materials and art history," she said. "My specialty became 19th- and early 20th-century American paintings." She noted that her work on "The Gun Foundry" was not a restoration, which involves repainting, a practice that conservators don't tend to use. "My approach is more minimal," she said. "I did some retouching, but only where there's something missing." On Weir's painting, the damage was limited to the bottom edge and perimeter. There, she used a watercolor formulated for conservators that mimics oil paint. Ghannam also refurbished the wood frame, which she described as "original and beautiful. It has interesting techniques like burnished gold, then matte gold, then textured gold leaf, which was popular in the 19th century." She found no major problems, such as a tear. "It's in good condition, a pretty solid painting — a sign of the painter's good technique," she said. Her work enabled details in Weir's painting to re-emerge. Before the cleaning, even Ghannam didn't notice a dog in the lower part of the painting. Weir's art bucked a 19th-century trend, Mattsen noted. "Much the art at that time reflected the Hudson River School approach of sweeping landscapes and beautiful scenery," she said. "Weir departs from that, focusing on this industrial scene with everyday workers at the forefront." Weir (1841-1926) grew up at West Point, where his father was a professor of drawing and provided much of his formal training. He had 15 siblings. He was fond of visiting the gun factory in Cold Spring, referring to it in his journal as "the dear old foundry." Mattsen said the painting also portrays a who's who of the foundry elite, including founder Gouverneur Kemble and Robert Parker Parrott, a West Point grad who designed a rifled cannon that was mass produced during the Civil War. (A replica is displayed on the Cold Spring waterfront.) Weir started sketching inside the foundry in 1864 and some of his early drawi...

Text: 1 Corinthians 12:4-14, 27 May 17, 2026 Foundry United Methodist Church – Washington, DC Rev. T.C. Morrow Good morning! My name is Rev. T.C. Morrow. For the last twenty-four years I have been blessed to be a part of the Foundry community - first while finishing seminary, then like many of you serving in a variety of ways through the years, and when I formally became a clergyperson in the United Methodist Church, on the extended clergy team. In July, I will be starting as Senior Pastor at The United Church, a joint United Methodist and United Church of Christ congregation in Foggy Bottom. I am looking forward to my next adventures, but I am going to miss this Foundry community. I cannot start naming individuals or that will take all of my time, but I give my thanks to the three senior pastors during my time here: Rev. Dr. Phil Wogaman, Rev. Dean Snyder, and Rev. Ginger Gaines-Cirelli. I give thanks to God for their leadership, their guidance, their solidarity, and so much more. Today we are in the third week of a sermon series exploring foundations of Christian identity and discipleship. In a world full of competing messages about who we are, our purpose, and how we should live, we are returning to some of the core aspects of Christianity. We've already looked at our identity as beloved of God and how we are called to follow Jesus into a way of life shaped by God's love and grace. Today we're exploring the church and our belonging in it, the gathering in community of those seeking to grow in love of God and neighbor. Will you join me in prayer: May the words of my mouth and the meditations of our hearts be acceptable to you O Lord, our Rock and our Redeemer. Amen. As the U.S. nears its 250th anniversary, I've been thinking about some of the myths, like manifest destiny, that have shaped - or distorted – the direction of the country. As we gather this morning, not far from us, on the National Mall, others are gathering in what is ostensibly a day of prayer as part of activities marking the anniversary of the country. I looked at the speakers list. By all appearances, it is a Christian nationalist rally seeking to further solidify the myth that Christianity – a particular type of Christianity – is the only thing that will “save America.” I agree there is need for repentance in this country, but I think it is safe to say we deviate on specifics. I know that I do not need to repent for who I am as a lesbian and a beloved child of God. I do not need to repent for supporting my fellow trans Americans, and others who are being demonized and treated cruelly. But we do need repentance as a nation. Repentance from instilling fear and division. Repentance from greed and lies. Repentance from war mongering and violence. Repentance from the scapegoating of trans people, immigrants, non-Christians, and anyone who may be deemed “other.” Repentance from failing to uphold the common good. In today's scripture lesson, Paul names the reality of the diversity of the identities and the spiritual gifts of the community of Jesus followers in Corinth. Uniformity is not the goal; faithful interdependence is. Paul insists that there are indeed differences, and that it is only together, it is only collectively, that we are the body of Christ. Paul does not only acknowledge differences, he goes on to describe that we need the differences: “If the whole body were hearing, where would the sense of smell be?” Paul describes the need for robust diversity for the fullness of the church. Honoring diversity is biblical. Twenty-four years ago, a young lesbian couple – two cradle United Methodists with parents very involved in the church – decided to find a church home together. Logan and I wanted a church home where we could belong, as our full selves. We looked at a few options, and decided we wanted it to be a United Methodist Church, and with only a few Reconciling congregations at the time – churches that have gone on the record in support of LGBTQ+ inclusion – we ended up at Foundry. Logan quickly joined Jubilate, the choir at the then-9:30 service. Logan went to the Women's Retreat in the first year or two after we started attending, and Peggy Simpson was assigned as her roommate. It was fitting when a few years later the law changed in DC and same-sex couples could get married that Peggy graciously opened her home for our legal wedding, and then we had a celebration at Foundry with a service led by Rev. Dean Snyder. I attended the 2012 General Conference of The United Methodist Church with Rev. Snyder and several other members from Foundry. When there was no forward movement on LGBTQ inclusion through legislative change, LGBTQ+ people and allies sang in peaceful demonstration to the denomination they love and to themselves from Micah 6:8: “What does the Lord require of you?” We walked around the communion table and sang. A table that symbolizes God's reconciling activity through Jesus Christ. In one of the loops around the table, this non-musical child of God standing before you heard a word amidst the cacophony of sounds in the Tampa convention center: Stop waiting for the denominations rules to change. Put yourself forward as a candidate for ordained ministry. We are here today, by the grace of God, with different rules on the books thanks to the tireless work of advocates including several who are in this room today. And after a roadblock or two, a Judicial Council ruling or two, I was commissioned in 2019 and ordained in 2022. While it was my name in deliberations by the Annual Conference or in news stories, I was there as the visible representative of this community that kept saying over and over to the broader church that it was getting it wrong on the treatment of gay and lesbian and bi and trans and other queer people. It was only through the support, love, strength, and organizing work of this community that I was able to go on the journey that was my ordination candidacy process in The United Methodist Church. Christianity is meant to be practiced in community. Some make a theological case for this based on the relational aspect of God in the doctrine of the trinity. Some point to Paul's articulation of the church as the “body of Christ,” where no one body part is sufficient on its own and each part depends on the others. I personally wonder – how are you going to have a potluck by yourself? You can make yourself a dozen deviled-eggs or the best jello salad, but the whole point of a potluck is that no one brings everything, NO ONE HAS TO DO EVERYTHING. Each person does their part. There are certainly spiritual disciplines that are done individually: personal prayer, scripture reading, meditation, reflection, individual acts of compassion and advocacy. But Christianity is not a solo spiritual self-improvement project. Christianity is meant to be practiced in community. There are spiritual practices that we undertake together: worship, sacraments of baptism and communion, serving together, learning together, mutual care, accountability, sharing joys, being there for each other in the tough times. In the midst of a culture that too often celebrates self-sufficiency and radical individualism, the church is a place of interdependence. Paul says to the church in Corinth: “Now there are varieties of gifts but the same Spirit, and there are varieties of services but the same Lord, and there are varieties of activities, but it is the same God who activates all of them in everyone. To each is given the manifestation of the Spirit for the common good.” For the common good. Not only for our personal betterment, but we are each given spiritual gifts for the common good. The interdependence is part of how God forms us. We learn generosity by sharing what we have, from a friendly greeting to our time to our resources. We learn humility by recognizing wisdom in unexpected places, including from a six-year-old giving a really good answer to Ms. Natalie during the children's message. We learn patience by working through differences and disagreements. Christian community is not always easy, but it is where we belong. This week I invite you to reach out to someone in the church – someone here at Foundry if you are a part of this community or of your own church community if you are visiting from another. I invite you to reach out to someone to check in with them. Maybe someone who you know has been having a particularly hard time lately, or someone you haven't seen at church in a few weeks or months. You might arrange a time for coffee or a meal, take a walk, or have a phone conversation. Plan brunch, schedule time for your kids to play together at the park, go to coffee hour with the intention of asking at least one person a few questions beyond the polite “how are you?” We live in a culture of curated images, quick fixes, and too often shallow connections. We need to make spaces where we can be our authentic selves. Where we can tell the truth about our lives. Where we can grow in love of God and neighbor. You might reach out to someone thinking that you are “helping” them, but I encourage you to be open to how God may be at work in that connection in ways you did not expect, shaping both of you. In the midst of increasing militarism and authoritarianism, in the midst of greed and lies, in the midst of racism, sexism, homophobia, transphobia and so much more – our way through is together. There are days where we might want to do it alone. And rest and renewal are certainly important. And individual spiritual practices are important. But as Christians we belong together in community with other Christians to learn, to serve, to celebrate, to grieve, to remind each other that we are beloved children of God, no matter what anyone says. The body of Christ is not a collection of isolated spiritual consumers. It is a people learning how to belong to one another. I am looking forward to the next part of my adventure, but I am going to miss this community. I will carry with me so much and I give thanks to God for helping be a community that affirmed that I belong in the church, and that we all belong in the church. So #KeepShowingUp for each other. Give a wide welcome to those looking for a safe space to explore big questions and bring their full selves. Teach the children that God loves them. Let others care for you, and give that same care in return. Try out being an usher, or singing with the choir, or joining the prayer team, or helping out with Children's Worship. Join a small group. Participate in one of the ministries of care and justice. Be a vessel of hope in a world that desperately needs it. Remind each other that #GodIsYetAtWork in you and through you, Foundry United Methodist Church. And may it continue to be so. Amen.

America's drinking water infrastructure depends on more than 2 million miles of pipe buried beneath streets and communities across the country. In this episode of How Water Works, Jeff Mason leads a tour inside the U.S. Pipe foundry in Alabama to show how ductile iron pipe is manufactured — from recycled scrap metal to critical underground infrastructure. The episode follows the intense process of melting old cars, appliances, and industrial metal into pipe engineered to last for generations and withstand earthquakes, floods, and decades of pressure underground. It also explores overlooked sustainability stories inside heavy industry, including industrial water reuse systems, emissions reductions through electric induction furnaces, and how more than 90% recycled material becomes essential infrastructure. Along the way, Mason explains the chemistry, testing, coatings, and cement linings that help ensure drinking water remains safe and reliable as it moves through these systems. From molten iron hotter than lava to finished pipe headed everywhere from Manhattan to small-town America, the story pulls back the curtain on one of the most important — and invisible — parts of how water works. waterloop is a nonprofit news outlet exploring solutions.

In this Cloud Wars special report, Bob Evans speaks with Chad Wahlquist, Architect at Palantir, about the company's explosive Q1 performance and the deeper forces driving enterprise AI adoption. Wahlquist explains how Palantir's model goes far beyond traditional software, combining forward deployed engineering, ontology, agentic AI, and enterprise infrastructure to accelerate customer outcomes. AI Infrastructure Rising The Big Themes: AI Building AI: One of the most striking themes is the shift from companies building AI products to building AI products with AI. Wahlquist describes a major evolution in enterprise delivery models, where Palantir has moved from “boot camps” to “agent camps,” using AI agents to help rapidly construct customer solutions. This dramatically compresses timelines from projects expected to take months down to days. The deeper implication is that AI is no longer just the product layer; it is becoming the production mechanism itself. SAP Migration Gets Reinvented: The SAP partnership emerges as one of the most strategically significant parts of the discussion. Wahlquist describes Palantir helping customers accelerate complex ERP migrations, including ECC-to-S/4 transformations, acquired-company integrations, and even mainframe modernization. Traditionally, these efforts consume years and hundreds of millions of dollars. Palantir's approach uses ontology plus agentic frameworks to interpret structured and unstructured enterprise information, identify mismatches, and automate execution paths. He claims 50%+ time compression in migration work. Efficiency As Corporate Proof Point: One fascinating element is Palantir's operating model itself. Evans references Alex Karp's claim that a company of Palantir's scale would traditionally employ thousands of salespeople, while Palantir operates with a dramatically leaner commercial organization. Wahlquist argues that product effectiveness changes the equation: engineers demonstrating working systems on customer data become the real sales force. He also notes Palantir internally runs on its own software, using Foundry-based systems for CRM, ticketing, finance, and operations. This creates both operational efficiency and credibility. The Big Quote: “What I'm seeing here is really the difference between, hey, I'm building AI products to I'm building AI products with AI.” More from Chad Wahlquist: Connect with Chad on LinkedIn, or learn about Palantir Foundry. Visit Cloud Wars for more.

Build AI agents that meet your standards for quality, safety, and performance using Microsoft Foundry. Trace every run end-to-end, generate synthetic datasets to stress-test on demand, fire automated Red Team attacks at your own agents, and pin down why evaluations fail — all from the Microsoft Foundry control plane. Lock in guardrails that inspect every tool call at runtime, define the risks once, and enforce them across every agent run. Mohammad Abuomar, Responsible AI Principal Architect, shares how to turn a coding agent into production-ready software inside Foundry. ► QUICK LINKS: 00:00 - Microsoft Foundry control plane 00:33 - See a finished agent 02:30 - See where the agent started 03:19 - Traces 04:04 - Built-in monitoring 04:34 - Evaluation types 05:51 - Red team evaluations 07:08 - Evaluation results 08:14 - Built-in Guardrails 08:14 - Wrap up ► Link References Get everything you need in Microsoft Foundry at https://ai.azure.com ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

In this episode, Lex chats with Evan Malanga — Chief Revenue Officer of Yuma, a subsidiary of Digital Currency Group focused on growing the Bittensor ecosystem. They discuss how Bittensor's $6 billion protocol incentivises AI builders worldwide through token emissions across 128 competing subnets, and why the network has produced real commercial outputs — including a 72 billion parameter model trained on-chain and a coding agent rivalling Claude at a fraction of the cost. Evan explains Yuma's role as the institutional gateway to Bittensor through its validator, accelerator, and asset management products, and they explore why the concentration of AI in OpenAI and Anthropic is a systemic risk, and whether Bittensor's future extends beyond AI into a broader coordination engine for decentralised work. NOTABLE DISCUSSION POINTS: Bittensor has crossed from experimentation into shipping benchmark-competitive work at a fraction of centralized cost. Three recent proof points: Templar (subnet 3) completed the largest decentralized pre-training run of a 72B parameter model using only the network's token incentives. Ridges, an AI agent platform, is hitting 88–90% on software engineering benchmarks, on par with Claude-class agents at ~5x cheaper, built by a 3-to-5-person team under $10M of token emissions. Score (subnet 44) is doing computer vision 200x faster than centralized counterparts. Small distributed teams are producing outputs competitive with frontier labs without raising venture capital or hiring staff. Dynamic TAO restructured emissions from validator-curated to market-curated, making each subnet its own tradeable asset. Previously, dominant validators assigned weights that determined how the 7,200 daily TAO emission flowed across subnets. Under Dynamic TAO, each of the 128 subnets has its own token denominated in TAO, and any holder can buy or sell into specific subnets, pricing them like a market rather than a committee vote. Subnet owners, miners, and validators earn fees in the respective subnet token. Distribution has settled into a power law: the top ten subnets hold ~80% of market cap. This is the move that turned Bittensor from “decentralized AI protocol” into a financial hyperstructure with hundreds of tokenized work markets layered on top. The economics for subnet owners are genuinely unusual — hundreds of millions in annual incentives, fully subsidized labor, no fundraising. A subnet owner gets access to up to ~256 miners globally competing to satisfy their problem statement, with miner compensation paid by protocol emissions rather than the subnet owner. At current TAO prices, annual incentives across the network run into hundreds of millions; at higher prices, this approaches $1B/year up for grabs. No hiring, no benefits, no recruiting, the network runs as a continuous adversarial competition where validators rank miner outputs. This is the mechanical answer to “why would an AI researcher choose Bittensor over Silicon Valley”, and explains why researchers at Meta and Google reportedly mine Bittensor on nights and weekends, with top miners on subnets like Ridges earning ~$30,000/day. TOPICS Yuma, Bittensor, Digital Currency Group, DCG, OpenAI, Anthropic, Foundry, Templar, Ridges, Bitcoin, Meta, Google, BlackRock, JPMorgan, Decentralized AI, Crypto, Blockchain, AI, Tokenomics, Decentralized Science, DeSci, AI Agents, Computer Vision, Proof of Work, Tokenization, Real World Assets, RWA, Machine Economy   ABOUT THE FINTECH BLUEPRINT

In this episode, Cherise is joined by Justin Crane, FAIA, Principal, and Stefanie Greenfield, AIA, Principal at CambridgeSeven in Cambridge, Massachusetts. They discuss The Foundry, also in Cambridge, MA.You can see the project here as you listen along.The Foundry exemplifies a thoughtful approach to adaptive reuse, where the legacy of a 132-year-old industrial structure is carried forward through a renewed civic purpose. Once home to the Blake and Knowles Steam Pump Company and later a succession of utilitarian uses, the building has been transformed into a dynamic hub for arts, education, and entrepreneurship. The design resists the urge to overwrite history, instead preserving nearly 70 percent of the original fabric and allowing the building's industrial identity to remain present and legible. If you enjoy this episode, visit arcat.com/podcast for more.If you're a frequent listener of Detailed, you might enjoy similar content at Gābl Media.Mentioned in this episode:Social Channel Pre-rollPromotes the YouTube channel, ARACTemy, and social handle.

MARA provided updates for its AI business in its earnings this week, and Nebius shocks the market with a 684% rise in revenue YoY in Q1. Welcome back to The Blockspace Podcast! For news, we break down why major pools like MARA and viaBTC are signaling support for the Great Consensus Cleanup (BIP 54), plus Q1 earnings recaps for MARA and Nebius. For guest segments, Lucas Krejci, CTO of Brains, joins us to talk about the new Stratum V2 working group with Block, MARA, Foundry, Antpool, and other leading bitcoin mining firms. Pio Vincenzo also joins to give his bull case for Strategy – including why the company selling bitcoin is not what people think – and Mezo's Yogi hops on to give a breakdown for why Spirit Airlines bit the dust.

Palantir volvió a sorprender al mercado con un reporte que refuerza su posición como una de las empresas más importantes de la IA empresarial. En este episodio analizamos cómo funciona realmente su negocio, qué hacen Foundry y AIP, por qué gobiernos y corporaciones están apostando fuerte por su software y cuál es el gran debate alrededor de su valoración.

Microsoft Build 2026 marks the biggest format shift in nearly a decade - moving out of Seattle to a 2,500-seat Fort Mason venue in San Francisco with a deliberate "no fluff" pivot toward AI developers, technical leaders, and enterprise architects. In this episode, we unpack what to expect across the six confirmed tracks - plus where we think Microsoft will double down on Foundry, GitHub Copilot, and agent governance. Whether you're flying to San Francisco or planning your livestream strategy from the couch, this is the episode for you!(00:00) - Intro and catching up.(04:44) - Show content starts.Show links- Build 2026 session catalog- GitHub Copilot Token-based billing- Give us feedback!

Nobody wants to know about the space-age polymer in your product. They want to know what it's going to do for them. In this episode of Content Amplified, independent creative director Orin Bliss Brecht draws on a career that started at Spin Magazine and ran through Victoria's Secret Direct, the Foundry at Time Inc., Hearst, Pace Communications, and Choreograph to make the case that demystifying complex topics is the marketer's real job. Orin explains why illustrators make the best translators of complicated subjects (they aren't subject matter experts, so if they get it, the audience will), why the B2B vs. B2C distinction is mostly noise (you're always telling a story to a human about to spend money), and why one of the biggest mistakes he's seen is letting product developers shape content aimed at C-suite buyers. He closes with a tactical playbook: turn your elevator pitch into eight elevator pitches, write in plain English, and feed the pipeline with snackable breadcrumbs that lead back to the master manifesto. If your product is hard to explain, this one will sharpen how you think about telling its story.About OrinOrin Bliss Brecht is an independent creative director with a background in branded content and content marketing. He started in print magazines as a graphic designer at Spin Magazine and went on to work at Austin Monthly, Victoria's Secret Direct, the Foundry at Time Inc. (on accounts including Lincoln Continental, Geico, and Ram Trucks), Hearst (Esquire, Popular Mechanics) on clients like Verizon, California Closets, and Jim Beam, Pace Communications leading creative strategy on the Verizon 5G account, and most recently Choreograph, an ad tech and martech company that needed a conversational, approachable point of view as it moved customer-facing. Orin believes the best translators of complex subjects are the people who aren't subject matter experts, and that good storytelling has worked the same way for hundreds of years, only the format keeps shrinking.Show Notes- Connect with Orin on LinkedIn: https://www.linkedin.com/in/orinbrecht/Text us what you think about this episode!

What Still Walks Inside Ableman FoundryBecome a supporter of this podcast: https://www.spreaker.com/podcast/darkest-mysteries-online-the-strange-and-unusual-podcast-2026--5684156/support.Darkest Mysteries Online

Hayden is off this week, with Pankaj being joined by fellow content creator and Seattle local, Marco Marcelli a.k.a The Teklo Foundry. Pankaj and Marco breakdown where we stand right now with Silver Age, where is the format, what is the history and where are we going from here?? Special Thanks to our Tome of Fyendal Patrons: Derrick Correia  GUEST: Marco Marcelli - @TheTekloFoundry on YouTube Patreon: https://www.patreon.com/ArsenalPass Review Us: https://ratethispodcast.com/arsenalpass Email: arsenalpassfab@gmail.com Youtube: https://www.youtube.com/channel/UClhUUppHaVDBUOJHXL-a0EQ Spotify: https://open.spotify.com/show/6H2Y8uTHZaVgxpjhnTBn6n?si=R6Uya7paT_e2HOr4n2KC-w X: @Fyen_Dale (Hayden) X: @EthnicSmoke (Pankaj) Hosts: Hayden Dale & Pankaj Bhojwani  

In this episode of the Ardan Labs Podcast, Ale Kennedy talks with Nikunj Bajaj, co-founder of True Foundry, about his journey from India to Silicon Valley and his work building modern AI infrastructure. Nikunj shares insights from his time at Meta, where he worked on large-scale machine learning systems, and how those experiences shaped the foundation of True Foundry.The conversation explores the evolution of AI—from early machine learning systems to today's generative models—and the infrastructure required to support them. Nikunj also discusses leadership lessons, long-term thinking, and what it takes to build and scale an AI startup in a rapidly changing landscape.00:00 Introduction07:38 IIT and Early Academic Journey16:45 Internships and Career Decisions29:15 Research at UC Berkeley36:37 Entering the Workforce and AI Evolution40:16 Leadership Lessons from Meta46:42 Leaving Meta and Starting a Startup52:50 Building During the Pandemic01:00:44 Founding True Foundry01:06:31 Product Development and Early Challenges01:10:31 Evolution of AI Infrastructure01:13:35 Vision for True Foundry01:20:55 Reflections and Lessons LearnedConnect with Nikunj: LinkedIn: https://www.linkedin.com/in/nikunj-bajaj-10476824/Mentioned in this Episode:True Foundry: https://www.truefoundry.comWant more from Ardan Labs? You can learn Go, Kubernetes, Docker & more through our video training, live events, or through our blog!Online Courses : https://ardanlabs.com/education/ Live Events : https://www.ardanlabs.com/live-training-events/ Blog : https://www.ardanlabs.com/blog Github : https://github.com/ardanlabs

In this episode, I review the Ring Foundry LANTERNS ring, comparing it to the WillpowerMade ring. I highlight the high-end quality and durability of the Ring Foundry ring, recommends it as the best Lanterns Ring, and discusses its availability for purchase.Find The Ring Foundry here: https://theringfoundry.com/Shoutout to Riverside.fm! Riverside.fm is where I record and edit this podcast and then also turn it into Shorts and TikToks. It handles like 95% of all the behind the scenes and the only thing I do outside of it is make thumbnails in Canva. Riverside has made it where I normally would get very anxious about recording and editing and it has made the podcasting process a stressless experience. If you or somebody you know would like to try Riverside.fm out feel free to use my referral code here and get a discount if you commit: https://riverside.sjv.io/APM21aNext shoutout goes to hectorlizard who designed my website, www.GreenLanternsPodcast.com and goes way beyond expectations when it comes to quality as well as communication. He took care of me and has helped me get on the right path with all this content and I now consider him a friend. If you want to check out more of his work head to https://hectorlizard.me/Looking for a place to chat about DC Comics and Green Lantern in particular? Join us over on discord at: https://discord.com/invite/dcofficialTakeawaysRing is high-endRing is the best Lanterns RingChapters00:00 Introduction to Ring Review07:03 Comparison with Other Rings

The Foundry Made a Promise in Blood - And It Finally Came to CollectBecome a supporter of this podcast: https://www.spreaker.com/podcast/darkest-mysteries-online-the-strange-and-unusual-podcast-2026--5684156/support.Darkest Mysteries Online

The Foundry Toolkit for Visual Studio Code - formerly the AI Toolkit - is Microsoft's answer to fragmented AI development workflows, bringing model selection, prompt iteration, agent building, evaluation, and production tracing into a single VS Code extension. In this episode, we walk through the full feature surface. Whether you're picking your first frontier model or shipping a hosted agent to Microsoft Foundry, this is the episode for you!(00:00) - Intro and catching up.(03:55) - Show content starts.Show links- Foundry Toolkit overview- Give us feedback!

Baal Busters: Maturing Together In A Messed Up Society of Insincerity...Vic [skull face guy] is the sane one in the bunch. Palantir, Gotham Foundry, Red Wolf, Flock, all coming for you to serve the Saturn Remphan cult, the Serpent-Wolf Cult of terror, pharmakeia, black magick sorcery, child sacrifice and cannibalism. These creatures have no redeeming qualities. They don't seek an understanding and cohabitation. They want you an more importantly your children dead.Your home for hot sauce and supplements below:https://SemperFryLLC.comUse Code BB5 for your Whole Food 90 Essential Nutrients here:https://www.azurestandard.com/shop/brand/azurewell/2326The Azure Whole Food Essentials are: 1. Whole Food Multivitamin, 2. Alaskan Cod Liver Oil, 3. Fulvic-Humic Energy Blend, 4. IP6 Supreme. Use code BB5 for your discount.Join Dr. Glidden's Membership site here:https://leavebigpharmabehind.com/?via=pgndhealth⁠Code: baalbusters for 25% OFFMake Dr. Glidden Your DoctorBecome a supporter of this podcast: https://www.spreaker.com/podcast/ba-al-busters-broadcast--5100262/support.

Rebuilding solar manufacturing in the U.S. is not just about capital or policy. It is about making the right bets at the right time.It comes down to timing, experience, and the critical decisions.Alex Zhu has spent nearly two decades inside the global solar manufacturing system—from the early rise of Chinese production to failed U.S. factory attempts, and now to building one of the few solar cell manufacturing facilities in America through ES Foundry.In this conversation, Alex explains why he focused on solar cells instead of modules. Module assembly scaled quickly after the IRA. Cell manufacturing remained limited, even though it sits at the center of the supply chain. But that gap is precisely where Alex recognized his greatest strength.Experience.But the ensuing decisions (bets) he made carry real risk.He is betting that the U.S. cannot sustain a domestic solar industry without cell production. He is also building on proven PERC technology, even as the global market moves toward TOPCon. And he is relying on speed, execution, and hard-won experience to make that strategy work.We also get into how his past shaped these decisions, what has changed since earlier U.S. factory failures, how the IRA shifted the economics, and what it actually takes to build a factory, from permitting and infrastructure to workforce and community impact.Expect to learn:

Nikunj Bajaj was born in India, and completed his undergraduate studies there. The intrigue of Silcon Valley in 2013 brought him to the Bay Area, where he got his masters degree from Berkeley. His studies and his time after school supremely informed what he is building now, at his current venture. But outside of tech, he is an outdoorsey person, enjoying running, biking and scuba diving, with his favorite place to dive being Bali. He enjoys playing board games with his friends, and listens to a lot of audiobooks from a wide range of genres.After joining Meta, Nikunj realized that building machine learning models for the company is different than using public ecosystems. The realized early on that machine learning models will hit an inflection point, where the stacks will need to change and adapt. He and his team decided to take on this challenge ahead of that inflection point.This is the creation story of True Foundry.SponsorsUnblockedTECH DomainsMezmoBraingrid.aiLinkshttps://www.truefoundry.com/https://www.linkedin.com/in/nikunj-bajaj-10476824/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

A sermon preached by Ed Crump with Foundry UMC, April 19, 2026, the second Sunday of Easter.   Texts: Isaiah 51:1–6; Luke 24:13–35 April 19, 2026 Good morning. Will you pray with me, May the words of my mouth and the meditations of all our hearts be pleasing to you God, our Rock and our Redeemer. Amen.   There are moments in life when everything you thought was solid… suddenly isn't. Plans collapse. The future you trusted no longer exists. Many of us have had those moments since January 20, 2025. Some of us are dealing with illness or a sick loved one. Some of us have experienced heartbreak. Some of us are lonely. Some of us are feeling financial insecurity. And when we experience those things, usually all we can do is put one foot in front of another.   In our text from Luke this morning, that's where we meet the disciples: Not triumphant.  Not celebrating resurrection.  Not even waiting in hope. They are walking away from Jerusalem. Away from the place where everything fell apart. Away from the cross. Away from hope. Two friends walking away together. They say, “We had hoped…”  And note they use the past tense. “We had hoped he was the one to redeem Israel.”   Not just grief, but disorientation.   Their understanding of God, of justice, of the future has all unraveled. The Jesus they were presented with did not meet their expectations, so they had difficulty recognizing and accepting him. And if we're honest, many of us know that road. We know what it is to say, “I had hoped…” And for some communities, that sense of “we had hoped” is not just a moment or a season, but a painfully long history. A history of displacement, of promises broken, of identity challenged or erased.   Today, as we mark Native American Ministries Sunday, we remember that Indigenous peoples across this land are not abstract names from a history book. They are living communities, with real histories, sacred languages, deep wisdom, and enduring resilience with cultures that existed for thousands of years before their land was taken from them. And many carry stories of disruption and loss that echo, in their own way, that same cry: “we had hoped.” On this special Sunday during Easter Season, I want to read Foundry's WE ARE ON NATIVE LAND statement: When we gather for worship and ministry on the corner of 16th and P, we do so upon the sacred, traditional, and unceded lands of the Anacostan, Massawomack, Susquehannock, Piscataway, and Pomunkey peoples, who were forcibly removed from this area to allow for English settlement. As occupiers of their territory, we recognize them as the original and perpetual stewards of this land and gratefully acknowledge our responsibility for a more honest recounting of our history that empowers us to work for the thriving of all people!     Now hold that ugly, inconvenient reality alongside the voice from the prophet Isaiah we read this morning: “Listen to me, you who pursue righteousness… look to the rock from which you were hewn.” Isaiah is speaking to a people who are also disoriented. They are exiled, displaced, unsure of who they are anymore. In the wake of the Babylonian Exile, everything that once defined them: land, temple, nation, has been stripped away. They are not just geographically displaced; they are spiritually disoriented, wondering if they are still God's people at all. And into that uncertainty, God does not begin with explanation but with invitation: “Look to the rock from which you were [cut].” Isaiah says to remember Abraham and Sarah, how God brought life out of barrenness, promise out of impossibility. In other words, Isaiah is saying, your identity is not determined by your present loss, but by God's enduring faithfulness. Scripture tells us that every human being is made in the image of God. That's why we proclaim that truth in rainbows and banners right out front:  “No matter anything, you are welcome here to be met by our God, who knows you by name, and who loves you, and who wants to have an ever deepening relationship with you. Welcome.” That means no people, no culture, no community is less-than.   Even now, God says, salvation is on the way, not just for you, but as a light for all nations. What feels like an ending is, in God's hands, still unfolding. The prophet Isaiah says: “For the Lord will comfort Zion… will make her wilderness like Eden.” What looks barren is not the end of the story. But here's the tension between our texts from Isaiah and Luke today: On the road to Emmaus, the disciples know the story. They know the Scriptures. They know the promises. And still…they're walking away. They really don't understand what's going on. And then, all of the sudden, without announcement, Jesus comes alongside them. And they don't recognize him. He's not what they expected. Not what they had “hoped for.” Luke tells us, “their eyes were kept from recognizing him.” The risen Christ is right there walking beside them, and they don't recognize him. [PAUSE]   Why don't they know it's Jesus? I don't think it's because they're actually foolish. And I don't think it's because they completely lack faith. Rather, I suspect it's because sometimes grief closes our vision. Sometimes disappointment narrows what we can imagine God doing; or loved ones doing; or our ability to persevere.   And what does Jesus do when the disciples don't recognize him?  …and I think this is one of the most instructive parts of this passage… Jesus listens. He lets them tell the story. Cleopas basically says, ‘Are you the only one in Jerusalem who hasn't heard what happened to Jesus?' …to Jesus. …and what's really amazing is, Jesus lets them tell HIS OWN story and he just listens…he doesn't jump in and say, well of course I know the story, it's about me! He keeps quiet. He lets them name their grief. He lets them speak their dashed hopes out loud. And only then does he begin to reframe things. “Was it not necessary that the Messiah should suffer these things and then enter into his glory?” Beginning with Moses and all the prophets, he reframes the story. Not as failure. Not as defeat. But as part of a larger unfolding, where suffering and glory are somehow, mysteriously intertwined. This is where Luke and Isaiah meet. Isaiah says: Do not trust only what you see. God's future is bigger than your present reality. Jesus says: You are reading the story too narrowly.   But even after this incredible moment of teaching…the Disciples still don't recognize Jesus! Not yet. It's not until they reach the village. Not until there's an invitation. Not until they sit down. Not until they share a meal. In a text clearly designed to evoke the image of the Eucharist it says, “He took bread, blessed it, broke it, and gave it to them.” Then, and only then, do they recognize him. Not in the explanation. Not in the argument. But in the breaking of the bread. In the shared table. In an act of community. And this is exactly why John Wesley refers to Holy Communion as a “means of grace.” An opportunity to have a real encounter with God and Spirit.   According to the UMC website, a “means of grace” in the Methodist and Wesleyan tradition is: “...an ordinary channel—such as prayer, Scripture, or Communion—through  which God invisibly works to strengthen, sanctify, and convey [God's] love to believers. These practices, categorized as works of piety and devotion; mercy and compassion, are not meritorious acts but instruments for receiving grace and cultivating personal and communal holiness.” And in our tradition we celebrate the Eucharist in an “open table” where we invite all who desire to be Christlike—regardless of denomination, membership, or baptismal status—to partake in Holy Communion. And that tells us something about how we understand God's vision. In the Interpretation Bible Commentary on Luke, Fred Craddock notes something profound,  “...Luke here tells us that the living Christ is both the key to our understanding the Scriptures and the very present Lord who is revealed to us in the breaking of bread. His presence at the table makes all believers first-generation Christians and every meeting place Emmaus.” The table is not a place where difference disappears. It is a place where difference is honored, and still, there is room for everyone.  The Gospel is Good News precisely because it declares this inclusiveness and abundance.  There is more than enough in God's economy. And then, just as suddenly, just at the moment they recognize who Jesus is, he vanishes. But something is different. Something has changed in them: “Were not our hearts burning within us while he was talking to us on the road?” The recognition was not just about realizing it was Jesus. It was about becoming people who can fully understand who Jesus is. People whose hearts are awake. People who remember who they are called to be and act accordingly.  And what do they do after they recognize Jesus? They get up, immediately, and go back. Back to Jerusalem. Back to the place they had fled. Because resurrection doesn't just comfort us. It sends us. It calls us to service in the priesthood of all believers. And when it sends us, it sends us not just with ideas, but with action.   The question for us is:  How do we recognize Jesus like the disciples did? How do we live into the love of Christ we are called to embody?     The Wesleyan answer to that question is — of course — through various “means of grace” like prayer and Holy Communion. Let me give a specific example…   One of the most helpful practices I've found to help me improve my conscious contact with God, allowing me to more fully perceive God's presence is Centering Prayer.   Centering Prayer is a simple form of silent, contemplative prayer that invites us to rest in God, not through lots of words or scripted prayers, but through quiet consent to God's presence.    The practice is to choose a “sacred word” like peace, love, grace, or Jesus, and use the word to pray with and connect to God, gently returning to the word whenever our mind wanders.   So the practice is to sit in silence, letting thoughts come and go, always returning to our sacred word as a way of opening ourselves to God.   I want to invite everyone to try Centering Prayer now for a couple minutes to get a taste for the practice:   Sit up straight - comfortable and alert Choose a “sacred word” Take a deep breath in and out And silently introduce your sacred word as a simple prayer.  This is like “placing yourself” in God's presence without effort or expectations.   [2 MINUTES OF SILENCE]     What many people discover is that, over time, this practice makes God's presence more accessible—especially in difficult moments. The sacred word becomes “top of mind” and can readily remind us that God is always here.   What I most of all want to do this morning is encourage all of us to explore various means of grace as we journey through life. To find practices that help us improve our regular conscious contact with God.    [PAUSE] So what does this all mean for us today? It means: Christ meets us on the road we didn't plan to walk. Christ listens to the stories we tell, even when they are full of disappointment. Christ reinterprets our lives in light of a larger hope. And Christ is made known, not just in grand moments, but I think mostly in simple acts: Breaking bread. Sharing space. Welcoming one another. In quiet moments of prayer, meditation, and contemplation. And it also means this: We are ALL invited to be part of what God is doing in the world. Not just as charity. But as a partnership. Not as rescuers. But as people willing to listen, to learn, and to walk alongside.   So if you find yourself today somewhere on that road— Carrying grief… Holding disappointment… Wondering where God is in all of it… …or walking alongside someone who is struggling… Pay attention. Because today's Scriptures tell us we do not walk the road alone. Who is representing Christ to you on your journey?  As we begin to fully perceive, we may also begin to see Christ in one another: in acts of compassion; in truth-telling; in shared table; in repaired relationships. May we, with God's help, not only recognize Christ walking with us, but also be willing to imitate Christ in lives of love, compassion, justice, humility, and shared humanity. Amen.

The Night Shift Code at Kingham's Foundry and How Warning Marks Meant to Save Workers Became a Pattern of Sabotage and SurvivalBecome a supporter of this podcast: https://www.spreaker.com/podcast/darkest-mysteries-online-the-strange-and-unusual-podcast-2026--5684156/support.Darkest Mysteries Online

In this episode of The Circuit, Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firsthand insights from Google Next, detailing the launch of the new TPU v5p and v5i(referenced as 8T and 8I) and Google's strategic shift toward disaggregated training and inference silicon. The duo then pivots to Intel's surprisingly strong earnings, discussing whether the "CPU resurgence" and foundry improvements signal an end to the company's existential crisis. Finally, they analyze the "drama" from the TSMC Symposium regarding High-NA EUV adoption and debate the long-term durability of the current semiconductor bull cycle. 

Shaun digs a little further into the Hate Group funding other Hate Groups. PLUS, Johanna Neuman, former White House Correspondent and author of the upcoming book Trump's Superpower: A Historical Novel About the Founding Fathers & One Founder Mother, talks to Shaun about the collapse of the American character and what the Founding Fathers would think of America now. Gord Magill, third-generation trucker and author of the new book End of the Road: Inside the War on Truckers, talks to Shaun about the longtime intentional deskilling of American truck drivers and how they are now trying to cover-up the deep-seeded problems with technology. And our National Anthem: performed by Las Vegas rock band Foundry!See omnystudio.com/listener for privacy information.

Patrick Moorhead and Daniel Newman break down a massive week in enterprise tech, from Google Cloud Next's full-stack AI push and Amazon's $100 billion Anthropic commitment, to Apple's leadership transition and Intel's long-awaited foundry validation courtesy of Elon Musk. The handpicked topics for this week are: Google Cloud Next 2026: Full-Stack AI and New TPUs — Google Cloud Next has cemented itself as the second-biggest AI event on the calendar, with Thomas Kurian declaring the proof-of-concept era over and enterprises now in full production mode with agents. Google unveiled two next-generation TPUs (the 8i for training and the 8t for high-throughput inference) and reinforced its full-stack differentiation from infrastructure through Gemini Enterprise Workspace. (The Decode) Google's Agentic Security and MCP Push — Google made a significant move into agentic security, combining Wiz and Mandiant into what Pat calls a sleeper announcement of the show. Google also committed to placing MCP servers across all of its data surfaces, meaning even non-Google platforms can tap into Google data without full lock-in. (The Decode) Google Distributed Cloud and On-Prem Agentic Orchestration — Google took the biggest first step Patrick has seen toward a true agentic orchestrator that spans on-prem enterprise and public cloud through progress on Google Distributed Cloud. No other company has yet attempted cross-environment agent coordination at this level. (The Decode) Amazon's $100 Billion Anthropic Commitment — Amazon formalized a commitment of up to $100 billion into Anthropic, including five gigawatts of Trainium capacity, making it the largest non-NVIDIA silicon commitment in history. Anthropic's valuation crossed $1 trillion just weeks after a $350 billion raise, a pace that has left even veteran analysts searching for new language. (The Decode) Adobe Summit 2026: Enterprise Agents and Jensen's Endorsement — Jensen Huang took the stage at Adobe Summit to deepen the NVIDIA-Adobe partnership, calling agentic workflows the new front end for SaaS rather than a replacement for it. Adobe reported $250 million in Firefly ARR and 45% quarter-over-quarter growth in agentic tool usage, yet the stock continued to disappoint investors expecting hypergrowth multiples. (The Decode) Apple's New CEO: John Ternus and Tim Cook's Legacy — Apple named John Ternus as its fourth CEO, closing the book on Tim Cook's 15-year tenure marked by custom silicon success, services expansion, and operational excellence, alongside misses in Vision Pro, the abandoned car project, and Siri's failure to become the AI front end it should have been. Ternus is a continuity hardware candidate, and the most consequential decision may prove to be keeping Johny Srouji over all of hardware. (The Decode) Intel Foundry: Elon Musk, TerraFab, and 14A Validation — One day before Intel's earnings print, Elon Musk publicly confirmed TeraFab will use Intel's 14A process, delivering the first verifiable public wafer commitment on that node. Intel then reported a 23% stock surge, 22% data center growth, and EPS of $0.29 against a $0.01 street consensus. (The Decode) The Flip: TSMC vs. Semiconductor Equipment Makers — Pat and Dan take hard opposing stances on who holds more power in the AI supply chain: TSMC with its control of over 90% of advanced AI silicon and irreplaceable process expertise, or the equipment oligopoly of ASML, Applied Materials, LAM, and KLA without whom no leading-edge fab can operate. The real answer, they conclude, is deep interdependence, though TSMC's combination of talent and leading-edge control gives it outsized leverage today. (The Flip) Intel — Intel's earnings were a blowout across the board, with data center up 22%, EPS of $0.29 versus a $0.01 estimate, and guide raised, driven by CPU price increases, customer pull-ins, and packaging volume growth. Hosts discuss whether the stock at current levels is pricing in foundry revenue that has barely begun to materialize on the tape. (Bulls and Bears) GE Vernova and Vertiv — GE Vernova posted a beat on revenue and EPS with orders up 71% organically and a $163 billion backlog, while Vertiv reported sales up 30% and raised forward guidance to $14 billion. Both companies reflect the acute power infrastructure demand tied to data center buildout, with Patrick noting their growth was likely already baked into share prices heading into the print. (Bulls and Bears) ServiceNow — ServiceNow beat across the board with a Rule of 57 growth result and AI run rate up to $1.5 billion, 50% above its prior target, though margin headwinds from three acquisitions and on-prem impacts from the Middle East conflict weighed on sentiment. Daniel argues the market has not yet accepted that workflow automation at enterprise scale will not be replaced by vibe-coded alternatives. (Bulls and Bears) IBM — IBM posted a triple beat with Red Hat up 13%, software up 11%, and Z mainframe up 48%, the latter driven in part by AI-assisted COBOL modernization tools making the platform newly relevant. The stock slid after hours despite the results, continuing a pattern Patrick describes simply as silly season for enterprise infrastructure names. (Bulls and Bears) SAP — SAP beat on revenue and earnings with cloud revenue up 19%, cloud backlog up 20%, and total backlog up 25%, reinforcing that enterprise ERP customers are not moving away from core platforms. Daniel and Patrick agree this is another data point showing enterprises are building AI on top of existing software stacks, not tearing them out. (Bulls and Bears) The Decode Google Cloud Next 2026 — TPU 8 Dual-Architecture and the Agentic Enterprise Stack https://cloud.google.com/blog/topics/google-cloud-next/welcome-to-google-cloud-next26 https://oplexa.com/google-cloud-next-2026/ https://www.itpro.com/cloud/cloud-computing/google-cloud-next-2026-googles-unique-advantages https://thenextweb.com/news/google-inference-chips-nvidia-challenge-supply-chain Amazon Commits Up to $25B More in Anthropic; $100B+ AWS Commitment in Return https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html https://www.nytimes.com/2026/04/20/technology/amazon-anthropic-investment.html https://www.geekwire.com/2026/amazon-doubles-down-on-anthropic-with-25b-investment-mirroring-its-openai-cloud-deal/ https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Adobe Summit 2026 — CX Enterprise, Creative Agent, and Jensen Huang Onstage https://www.cxtoday.com/ai-automation-in-cx/adobe-summit-2026-cx-announcements/ https://www.cmswire.com/digital-experience/nvidia-ceo-jensen-huang-told-the-saas-world-agentic-is-here-adobe-was-listening/ https://www.techradar.com/pro/live/adobe-summit-2026 https://futurumgroup.com/insights/will-adobes-brand-visibility-solution-rewrite-the-rules-of-ai-driven-customer-experience/ https://www.linkedin.com/posts/patmoorhead_adobesummit-googlecloudnext-ai-activity-7451754772128514048-0BwK Apple CEO Transition — Tim Cook to Executive Chairman, John Ternus to CEO https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/ https://www.facebook.com/HBR/posts/on-monday-april-20-2026-apple-announced-that-tim-cook-will-step-down-as-ceo-in-s/1324436846218173/ https://www.apple.com/newsroom/2026/03/introducing-apple-business-a-new-all-in-one-platform-for-businesses-of-all-sizes/ Intel Foundry Lands Tesla for Terafab on 14A — First External 14A Customer, and a Direct Shot at the TSMC Bottleneck https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/ https://www.trendforce.com/news/2026/04/23/news-intel-tapped-as-tesla-wins-first-14a-customer-spot-in-terafab-push/ https://www.benzinga.com/markets/equities/26/04/51992031/musk-bets-on-intels-14a-process-tesla-stock-falls-on-capex-plans https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html The Flip Who has more power in the AI chip supply chain — TSMC (the fabricator) or the equipment companies (ASML, Applied Materials, Lam, KLA)? FOR: TSMC is the single choke point for every leading-edge AI chip in production https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html TSMC's pricing power shows up directly in its gross margins — and customer behavior https://leverageshares.com/en-eu/insights/why-asml-and-tsmcs-q1-2026-results-didnt-stir-markets/ TSMC is now a systems integrator — CoWoS packaging is the real moat, not just lithography https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic AGAINST: ASML is the single point of failure for every advanced node on the planet  https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic Applied Materials, Lam Research, and KLA control the etch, deposition, and metrology steps every fab needs https://finance.yahoo.com/markets/stocks/articles/dear-lam-research-investors-mark-154010553.html The equipment oligopoly has better margin structure and less concentration risk than TSMC https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html Bulls & Bears Intel Q1 2026 — Huge Beat and Q2 Guide Raise; Data Center +22%, Stock +16% After Hours https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html https://seekingalpha.com/news/4578382-intel-q1-2026-beat-guidance-raise-stock-surges https://www.nasdaq.com/articles/intel-reports-net-loss-q1-2026 Veritiv & GE Vernova Q1 2026 — AI Power Trade Reports a Massive Beat https://www.investing.com/equities/ge-vernova-llc-earnings https://www.techi.com/ge-vernova-vertiv-ai-data-center/ ServiceNow Q1 2026 — Strong Beat and Raise, But Middle East Deal Delays Crater the Stock https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html https://www.businessinsider.com/servicenow-ceo-dismisses-ai-threats-parlor-tricks-2026-4 IBM Q1 2026 — Beat on Top and Bottom; Mainframe Surge, Guidance Unchanged Sends Stock Lower https://www.streetinsider.com/PRNewswire/IBM+RELEASES+FIRST-QUARTER+RESULTS/26351381.html https://www.briefs.co/news/ibm-q1-2026-earnings-guidance/ https://seekingalpha.com/news/4578381-ibm-signals-5-percent-2026-revenue-growth-and-about-1b-higher-free-cash-flow-while-keeping https://www.barrons.com/articles/software-stock-selloff-ibm-earnings-servicenow-salesforce-665a8f73 SAP Q1 2026 — Beat on Cloud; Backlog €21.9B (+25% cc), Operating Profit +17% https://www.prnewswire.com/news-releases/sap-quarterly-statement-q1-2026-302752280.html https://www.gurufocus.com/news/8813611/sap-se-sap-reports-strong-q1-earnings-with-revenue-growth https://www.globalbankingandfinance.com/sap-reports-17-rise-first-quarter-profit/ Want the full breakdown from the ground at Google Cloud Next? Check out our live coverage: https://www.sixfivemedia.com/our-events/google-cloud-next-2026 Be part of our community — hit that subscribe button and let us know if you'd like us to go back to Friday drops.  

Send us Fan MailHear from Jasper Ribbers the founder of the industry leading 'Get Paid for your Pad' Podcast and the founder of Freewyld Foundry revenue management firmDeep Dive: hear the quickest gains via smart revenue management hacks. Jasper Rivers shares a practical framework for dynamic pricing, pacing, and AI so operators can stop guessing and start making deliberate decisions. • how do you know if your pricing your rooms too high? or too low?• revenue management as pricing plus bookability levers like cancellations, minimum stays, and calendar settings • why “set and forget” pricing tools can fail without the right parameters and regular review • ADR times occupancy as the core revenue equation, and why high occupancy can be a warning sign • booking window thinking, last-minute discount behaviour, and how to get ahead of the market • pacing against market occupancy to spot underpricing or overpricing earlier • balancing higher ADR with strong reviews through expectations and on-the-ground service • where AI helps most right now in revenue management workflows, forecasting and internal tools • what makes properties win in 2026?• amenity ROI with maintenance realities, including low-cost wellness ideas Guest Links:Jasper Linkedin: https://www.linkedin.com/in/jasperribbers/Jasper Instagram:  https://www.instagram.com/jasper.ribbers/Jaspers Book:  https://www.amazon.com/Get-Paid-Your-Pad-Maximize-ebook/dp/B00MXSLEIO?ref_=ast_author_dp&th=1&psc=1Freewyld Foundry Website:  freewildfoundry.com Freewyld Idyllwild Website:  https://freewyld.com/We work really hard to bring you the best content from the best operators in our industry and we do it all absolutely free of charge. All we ask is that you consider leaving us a review on Apple Podcasts or Spotify so we can keep the momentum going. Simply go to the homepage of the podcast and scroll down till you see the stars. Thanks for your support and let's keep getting more people outside.This podcast is powered by Sage Outdoor Advisory the industry leaders in feasibility studies and appraisals. 

Move your AI agents from prototype to production using Microsoft Foundry Agent Service. Deploy directly from your local environment, run with secure identity and scoped permissions, and monitor every interaction so you can debug, improve, and scale without losing control. Publish agents into the tools your team already uses and ensure every action is traceable, governed, and isolated. Ground your agents in real work and business data to generate outputs that are actually useful. Pull from emails, meetings, and operational systems to create personalized insights, documents, and presentations. Build faster with familiar tools and frameworks, then manage performance, cost, and quality across all your agents as they scale. Jeff Hollan, Partner Director, AI Agent Services, shares how to operationalize AI agents across your organization—from deployment to real-world impact.  ► QUICK LINKS:  00:00 - Build single and multi-agentic workloads 00:44 - Build agents at scale with Foundry 01:33 - Demo: Sales meeting preparation agent 03:32 - How it works 04:48 - Access controls 05:44 - Publish the agent 06:23 - Direct integration with Microsoft 365 07:26 - Work IQ, Foundry IQ, & Fabric IQ 10:24 - Agent creation 11:21 - See what's happening in the code 12:54 - Manage performance 13:56 - Wrap up ► Link References Go to the Microsoft Foundry to build your first project at https://ai.azure.com Check out https://github.com/microsoft-foundry  ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics 

Today, we are going on an excursion to the Netherton Foundry workshop, nestled in the Shropshire countryside, to find out about spun iron cookware – something that was essentially extinct in this country until owners Neil and Sue Currie brought it back.Neil and Sue are very kindly sponsoring season 10 of The British Food History Podcast makers of high-quality kitchen and outdoor cookware. Netherton Foundry ships to several countries outside of the UK, including the USA and Canada. Visit www.netherton-foundry.co.uk to find out more about their wonderful products – approved not just by me but by folk such as Tom Parker-Bowles, Diana Henry and Nigella Lawson.We talk about designing the original range (and how the range increased), celebrity requests, why spun iron cookware lost out to aluminium cookware, croustade irons, and how Netherton Foundry cookware brings some extra authenticity to historical foods cooked at home, amongst many other things.Those listening to the secret podcast will hear about the pros and cons of working with copper, how Netherton Foundry go about seeking out their vintage machinery, how their stockpots came to be, their outdoor range, plus more.Netherton Foundry websiteFollow Netherton Foundry on social media: Insta/threads @nethertonfoundry; BlueSky @nethertonfoundry.bsky.social; Facebook https://www.facebook.com/NethertonFoundryIf you can, support the podcast and blogs by becoming a £3 monthly subscriber, and unlock lots of premium content, including bonus blog posts and recipes, access to the easter eggs and the secret podcast, or treat me to a one-off virtual pint or coffee: click here.This episode was mixed and engineered by Thomas Ntinas of the Delicious Legacy podcast.Things mentioned in today's episodeNF Bread Pan with ClocheNF Prospector PansNF Chef's PansVal Stones' Baking SheetNF Croustade IronsNF FlambadouNF Outdoor Cookery RangeVideo: spinning ironVideo: Sue using the croustade ironMana RestaurantFrom the Oven to the Table by Diana HenryRepast and the tiffin tin Jenny LinfordPrevious pertinent blog postsToad-in-the-holeYorkshire Curd TartFour Scone RecipesNeil's blogs and YouTube channel:‘British Food: a History'The British Food History Channel‘Neil Cooks Grigson'Neil's books:Before Mrs Beeton: Elizabeth Raffald, England's Most Influential HousekeeperA Dark History of SugarKnead to Know: a History of BakingThe Philosophy of PuddingsDon't forget, there will be postbag episodes in the future, so if you have any questions or queries about today's episode, or indeed any episode, or have a question about the history of British food please email me at neil@britishfoodhistory.com, or on twitter and BlueSky @neilbuttery, or Instagram and Threads dr_neil_buttery. My DMs are open.You can also join the British Food: a History Facebook discussion page: https://www.facebook.com/groups/britishfoodhistoryMentioned in this episode:A is for Apple Season C has begun!Join Neil Buttery, Sam Bilton and Alessandra Pino for their journey through the letter C on 'A is for Apple: An Encyclopaedia of Food & Drink'. Available wherever you get your podcasts.This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

In this episode, learn how to migrate on-premises Oracle Database workloads to Oracle AI Database@Azure, where Oracle database services run on Oracle Exadata infrastructure located inside Azure datacenters. Then see how, once your database is in place, you can modernize faster by connecting Oracle data to Microsoft Fabric for analytics and building AI experiences with Foundry, Copilot Studio—using familiar Azure tools. Chapters 00:00 - Introduction 00:58 - What is Oracle AI Database@Azure 05:33 - Azure Portal experience 11:30 - Microsoft integrations (Fabric, Foundry) 14:00 - Agentic experience 15:54 - Wrap up & close Recommended resources Learn Docs Azure Product Page Connect Scott Hanselman | Twitter/X: @SHanselman Oracle AI Database@Azure | LinkedIn: linkedin.com/groups/14707004 Azure Friday | Twitter/X: @AzureFriday Azure | Twitter/X: @Azure

In this episode, learn how to migrate on-premises Oracle Database workloads to Oracle AI Database@Azure, where Oracle database services run on Oracle Exadata infrastructure located inside Azure datacenters. Then see how, once your database is in place, you can modernize faster by connecting Oracle data to Microsoft Fabric for analytics and building AI experiences with Foundry, Copilot Studio—using familiar Azure tools. Chapters 00:00 - Introduction 00:58 - What is Oracle AI Database@Azure 05:33 - Azure Portal experience 11:30 - Microsoft integrations (Fabric, Foundry) 14:00 - Agentic experience 15:54 - Wrap up & close Recommended resources Learn Docs Azure Product Page Connect Scott Hanselman | Twitter/X: @SHanselman Oracle AI Database@Azure | LinkedIn: linkedin.com/groups/14707004 Azure Friday | Twitter/X: @AzureFriday Azure | Twitter/X: @Azure

Stocks for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer.In this episode of Weekend Watchlist, we break down Palantir's fundamentals using Tykr's open-source scoring system. Palantir scores an impressive 83/100 on financial strength with an 80% margin of safety and a rare 6/7 overall score — putting it in the top 300 out of 50,000 stocks.We dive into: • Gotham (military & government) vs Foundry (commercial AI data platform) • Why EPS growth from 3¢ to 26¢ is “textbook perfect” • Peter Thiel & Alex Karp's PayPal Mafia origins • Sticky enterprise model that keeps customers for life • Zero major risks identified at current levels Weekend Watchlist is about helping beginners sharpen their investing process through real companies and real stories.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Hey everyone, welcome to the Alan Smithee Podcast! There's been a lot going on for the gang to discuss. Open AI's shock decision to discontinue Sora just weeks after Disney's multi-billion-dollar investment, Apple's recent acquisition of Motion VFX, the soaring prices and scarcity of SSD drives and much, much more. And as always, there are some really cool things to get excited about! Show NotesApple discontinues the Mac Pro with no plans for future hardware: https://9to5mac.com/2026/03/26/apple-discontinues-the-mac-pro/Apple acquires MotionVFX:  https://www.provideocoalition.com/apple-acquires-motionvfx/Resilio was acquired by Nasuni https://www.nasuni.com/nasuni-acquires-resilio/Foundry acquired Griptape https://www.foundry.com/news-and-awards/foundry-acquires-griptape-aiFrom the DOJ: Adobe Agrees to $150 Million Settlement and Injunction to Resolve Alleged Violations of the Restore Online Shoppers' Confidence Act: https://www.provideocoalition.com/from-the-doj-adobe-agrees-to-150-million-settlement-and-injunction-to-resolve-alleged-violations-of-the-restore-online-shoppers-confidence-act/Adobe UK consumer protection enforcement case: https://www.gov.uk/cma-cases/adobe-consumer-protection-enforcement-caseOpenAI shutters short-form video app Sora as company reels in costs: https://www.cnbc.com/amp/2026/03/24/openai-shutters-short-form-video-app-sora-as-company-reels-in-costs.htmlDisney's Sora Disaster Shows AI Will Not Revolutionize Hollywood: https://www.404media.co/disneys-openai-sora-disaster-shows-ai-will-not-save-hollywood/And more: https://www.theverge.com/ai-artificial-intelligence/902368/openai-sora-dead-ai-video-generation-competitionOne Cool Thing:Katie: Multimedia from Wagner to Virtual Reality (Randall Packer and Ken Jordan) https://www.amazon.com/Multimedia-Wagner-Virtual-Reality-Expanded/dp/0393323757https://archive.org/details/multimediafromwa00kenjMichael: https://voicebox.sh/ and https://github.com/nikopueringer/CorridorKeyScott: https://www.careportal.org/

In this episode, Dr. Jockers dives into the world of functional genomics and how understanding your genetic makeup can impact brain function, mood, and overall health. Learn how specific genes influence dopamine and serotonin pathways, affecting everything from stress management to productivity.   Kashif Khan, a leading expert in genetic mind mapping, joins to discuss how genetics shape our behavior and emotional responses. He shares insights into how biohacking your genetics can help you optimize health and prevent burnout.   Discover how to turn genetic weaknesses, like low dopamine, into superpowers by adjusting your lifestyle and nutrition. Kashif also explains how this knowledge can help you make better decisions, manage stress, and improve overall wellness.   In This Episode:  00:00 Adrenaline Memory Imprint 04:24 Kashif Origin Story 05:58 Dopamine Burnout Genetics 09:07 Turning Kryptonite to Focus 10:12 Functional Genomics Framework 12:13 Military PTSD Gene Profile 15:27 Tools to Rewire the Response 19:36 Serotonin Detail and Anxiety 29:03 Vagus Nerve and Supplements 30:38 GABA Sleep and Cortisol 31:44 Simple Sleep Hacks 32:01 DNA Test Roadmap 33:00 Gut Genes Detox Story 35:38 Hormones Brain Link 38:27 Finding The Real Trigger 39:18 Prioritize Your Fixes 41:01 Live Q&A Support 41:57 MTHFR Explained 48:15 Universal Lifestyle Wins 51:07 Collagen Sponsor Break 53:13 Genes And Diet Fit 57:48 Personalized Nutrition Proof 59:09 Where To Follow Kashif 01:00:30 Aging Is Optional 01:02:01 Podcast Wrap Up If you want practical, natural strategies to balance your hormones, heal your gut, boost your energy, and slow aging, don't miss The Dr. Josh Axe Show. Dr. Axe blends ancient wisdom with cutting-edge science and brings on world-class experts for unfiltered conversations you won't hear anywhere else. Transform your health from the inside out and subscribe to The Dr. Josh Axe Show, with new episodes every Monday and Thursday. Looking for a delicious snack that's good for you? Paleovalley Superfood Bars are packed with organic, whole food ingredients like collagen protein, kale, and blueberries—providing all the nutrients your body needs. With flavors like Lemon Meringue and Red Velvet, you can enjoy a treat that supports gut health, joint function, and even wrinkle-free skin. Visit paleovalley.com/jockers and use the code JOCKERS to save 15% on your order today. When it comes to cooking, Chef Foundry offers the perfect solution with their P 600 ceramic cookware, which is free from Teflon, PFAS, and plastic coatings. Made with Swiss-engineered ceramic, this cookware makes it easy to prepare healthy meals without the toxins. Take 20% off with code SAFE20 at chefsfoundry.com/jockers and upgrade your kitchen today. Looking to take your fitness to the next level? Amp Fit offers cutting-edge fitness supplements designed to support your body's performance, endurance, and recovery. Their scientifically-backed formulas fuel your workouts, help you push past plateaus, and ensure faster recovery, so you can train harder and smarter. Whether you're an elite athlete or just starting out, Amp Fit has something to boost your fitness journey. Visit AmpFit.com today! Give your body the best with Bubs! Known for their premium-quality supplements, Bubs focuses on helping you nourish your body with clean, effective ingredients. From their gut-boosting products to their collagen-packed formulas, Bubs ensures you're getting top-tier nutrition. Experience the difference with their natural, organic supplements, made to support digestion, skin health, and overall wellness. Head to BubsNaturals.com and use code BUBS15 to save 15% on your next purchase!     "The key to optimizing your brain function lies in understanding how your genes interact with stress, sleep, and gut health."      Subscribe to the podcast on: Apple Podcast Stitcher Spotify PodBean  TuneIn Radio Resources: Visit paleovalley.com/jockers and use the code JOCKERS to save 15% Take 20% off with code SAFE20 at chefsfoundry.com/jockers Visit AmpFit.com today and use code FIT10 for 10% off your first order Visit BubsNaturals.com and use code BUBS15 to save 15% on your next purchase!     Connect with Kashif Khan: Website: https://kashkhanofficial.com/ Connect with Dr. Jockers: Instagram – https://www.instagram.com/drjockers/ Facebook – https:/www.facebook.com/DrDavidJockers YouTube – https://www.youtube.com/user/djockers Website – https://drjockers.com/ If you are interested in being a guest on the show, we would love to hear from you! Please contact us here! - https://drjockers.com/join-us-dr-jockers-functional-nutrition-podcast/

In this episode, Dr. Jockers breaks down the truth about cellular inflammation and chronic disease, explaining how inflammation is a life-saving mechanism that can turn harmful when it persists. You'll learn how stressors like infections, nutrient deficiencies, and emotional turmoil create a cascade of inflammation that can damage your body over time.   Dr. Jockers dives into the science behind the cell danger response, showing how the body reacts to injury or threat, and what happens when it gets stuck in a self-perpetuating cycle. Discover the role of NFKB in amplifying inflammation and how it can be triggered by damage-associated or pathogen-associated molecular patterns.   Learn simple yet powerful strategies to calm inflammation, from proper sleep and movement to reducing toxin exposure and balancing your diet with anti-inflammatory nutrients. Dr. Jockers provides actionable tips on how to regain control and heal from chronic inflammation. In This Episode:  00:13 Show Welcome Overview 00:45 Health Coaching Plug 03:19 Inflammation Basics 03:52 Why Inflammation Saves 05:58 Modern Stress Overload 06:44 DAMPs PAMPs Explained 07:39 NFKB Riot Analogy 09:31 What Drives NFKB 14:49 Oxidative Stress Triggers 16:11 Omega Fats Prostaglandins 17:23 Cell Danger Response 17:44 Turn Off Inflammation 17:53 Lifestyle Sleep Sun Move 19:51 Nature Toxins Nutrients 22:10 Key Supplements List 23:02 Final Summary Outro   Looking for a delicious snack that's good for you? Paleovalley Superfood Bars are packed with organic, whole food ingredients like collagen protein, kale, and blueberries—providing all the nutrients your body needs. With flavors like Lemon Meringue and Red Velvet, you can enjoy a treat that supports gut health, joint function, and even wrinkle-free skin. Visit paleovalley.com/jockers and use the code JOCKERS to save 15% on your order today. Hair loss isn't just about age—it's about hair follicles getting stuck. AnaGain Nu by Purality Health uses a pea sprout extract clinically shown to reactivate follicles and boost regrowth. With their micelle liposomal delivery, your body absorbs it fast and effectively. Try it risk-free with a 180-day money-back guarantee and get a buy-one-get-one-free deal at RenewYourHair.com -  https://renewyourhair.com/drjm/DRJ.   When it comes to cooking, Chef Foundry offers the perfect solution with their P 600 ceramic cookware, which is free from Teflon, PFAS, and plastic coatings. Made with Swiss-engineered ceramic, this cookware makes it easy to prepare healthy meals without the toxins. Take 20% off with code SAFE20 at chefsfoundry.com/jockers and upgrade your kitchen today.     "Your body uses inflammation to prevent infections from spreading and becoming life-threatening." ~ Dr. Jockers     Subscribe to the podcast on: Apple Podcast Stitcher Spotify PodBean TuneIn Radio     Resources: Snack smarter and save 15% on Paleovalley Superfood Bars with code JOCKERS paleovalley.com/jockers Reignite hair growth with AnaGain Nu, risk-free with a 180-day guarantee and a buy-one-get-one-free deal!  RenewYourHair.com/drjm/DRJ Upgrade to P 600 ceramic cookware and save 20% with code SAFE20 today! chefsfoundry.com/jockers Connect with Dr. Jockers: Instagram – https://www.instagram.com/drjockers/ Facebook – https:/www.facebook.com/DrDavidJockers YouTube – https://www.youtube.com/user/djockers Website – https://drjockers.com/   If you are interested in being a guest on the show, we would love to hear from you! Please contact us here! - https://drjockers.com/join-us-dr-jockers-functional-nutrition-podcast/ 

In this episode, Dr. Jockers breaks down how the food pyramid, long touted as the standard, led to weight gain, insulin spikes, and chronic inflammation. He explains how the old model ignored our biology and set millions up for failure, even with the best intentions.   You'll discover how RFK's warnings about food lobbying and corporate influence are being quietly acknowledged today. Dr. Jockers dives into why the shift in the new food pyramid is a major turning point for public health.   Learn why protein and healthy fats should be the foundation of your diet and how cutting out grains and processed sugars can lead to better health. Dr. Jockers shares actionable advice that has helped countless people reclaim their energy, lose weight, and reduce inflammation. In This Episode:  00:00 The Big Truth 00:26 Welcome and Episode Setup 03:41 Why the Old Pyramid Failed 05:39 New Pyramid Explained 06:28 Build Your Plate 07:00 Fasting and No Snacking 07:57 Add Veggies and Smart Carbs 08:41 Cut Grains Sugar Oils 09:22 Phil's Results 12:44 Q and A Doctors and Money 13:34 Bread Then vs Now 14:45 Fiber and Gut Health 15:24 Why Seed Oils Harm 16:07 Why Agencies Won't Admit 16:46 Is High Fat Dangerous 17:34 Take Action and Wrap Up     If you want to burn belly fat…boost your energy levels…balance blood sugar…or relieve swelling in your legs or feet… Then you need to check out PureHealth Research immediately.   This company makes some amazing health-boosting supplements that are manufactured right here in America. They only use natural, non-GMO ingredients that are backed by the latest science and proven to work.   And right now, you can save 35% on all of their products with this special subscriber-only offer. Just use your exclusive coupon code JOCKERS at checkout.   When it comes to cooking, Chef Foundry offers the perfect solution with their P 600 ceramic cookware, which is free from Teflon, PFAS, and plastic coatings. Made with Swiss-engineered ceramic, this cookware makes it easy to prepare healthy meals without the toxins. Take 20% off with code SAFE20 at chefsfoundry.com/jockers and upgrade your kitchen today.     "The old food pyramid taught your body to spike insulin, store fat, stay inflamed, and never fully heal."  ~ Dr. Jockers     Subscribe to the podcast on: Apple Podcast Stitcher Spotify PodBean TuneIn Radio     Resources: Take 20% off with code SAFE20 at chefsfoundry.com/jockers and upgrade your kitchen today. Visit https://www.purehealthresearch.com/ - Use code DRJOCKERS for 35%     Connect with Dr. Jockers: Instagram – https://www.instagram.com/drjockers/ Facebook – https://www.facebook.com/DrDavidJockers YouTube – https://www.youtube.com/user/djockers Website – https://drjockers.com/ If you are interested in being a guest on the show, we would love to hear from you! Please contact us here! - https://drjockers.com/join-us-dr-jockers-functional-nutrition-podcast/