Podcasts about Foxconn

The Hide My Email failure is real but nowhere near as significant as it's being portrayed, plus Apple is raising so many prices yet looking at ways to make that palatable, plus Foxconn has begun its annual recruitment drive as it begins producing millions of new iPhones, all on the AppleInsider Podcast.Contact your hosts:@williamgallagher_ on Threads@WGallagher on TwitterWilliam's 58keys on YouTubeWilliam Gallagher on emailWes on BlueskyWes Hilliard on emailWes's blog HillitechSponsored by:MasterClass: Get 15% off annual memberships at MasterClass.comLinks from the Show:Seven years after Apple Card, Samsung leaps into fintech with its own credit cardHide My Email class action lawsuit seeks payout without evidence of any attacksIt's easy to find a real email address behind Hide My Email, but it doesn't really matterHide My Email flaw still worked two weeks after Apple's claimed fixA fake Hide My Email header can expose the address behind your Apple Account -- a different thingApple Music gets first U.S. price hike in four yearsIs Apple One worth it in summer 2026?AAPL capitalization squeaks past NVDA, Apple becomes world's most valuable companyApple's iPhone Upgrade Program was great while it lastedApple Upgrades will let users lease iPhones and Macs with KlarnaIt has begun: Foxconn amassing army of workers for iPhone 18 Pro assemblyUpgraded Mac Mini, Mac Studio, OLED iMac readied, release date hazyApple preps MacBook Pro, MacBook Neo refresh in bigger AI pushApple's $634M payment to Masimo now set in stone after Judge tosses appealCaleb Hammer on YouTubeSupport the show:Support the show on Patreon or Apple Podcasts to get ad-free episodes every week, access to our private Discord channel, and early release of the show! We would also appreciate a 5-star rating and review in Apple PodcastsMore AppleInsider podcastsTune in to our HomeKit Insider podcast covering the latest news, products, apps and everything HomeKit related. Subscribe in Apple Podcasts, Overcast, or just search for HomeKit Insider wherever you get your podcasts.Subscribe and listen to our AppleInsider Daily podcast for the latest Apple news Monday through Friday. You can find it on Apple Podcasts, Overcast, or anywhere you listen to podcasts.Those interested in sponsoring the show can reach out to us at: advertising@appleinsider.com (00:00) - Intro (02:49) - HIde My Email (16:07) - Apple Services and price rises (25:56) - Apple Upgrade (42:09) - Masimo ★ Support this podcast on Patreon ★

- Foxconn Reportedly Hiring Up for Fall iPhone Production - Second Beta of blankOS 27 Seeded to Public Testers - Bloomberg's Gurman Lays Out Mac Roadmap Into 2027 - Early '27 MacBook Neo Could Have 12GB of RAM - Dan Moren: Two Troubling Issues with Rumored Apple Upgrade Program - Part of Apple Park Visitor Center Temporarily Closed - Comedy and Romance Series Headed to Apple TV - THR Goes In-Depth on "Ted Lasso" Ahead of Season-Four Premier - Sponsored by Copilot Money: Get a two month free trial with Offer Code MACOSKEN at copilot.money/macosken - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Don’t Fade and Die in AI Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ Matt Yanchyshyn, VP AWS Marketplace, Rekha Thangelapalita, Elastic GSI Leaders; Allison McFadden, Accenture AWS Leader; and James Kang of Nvidia join Ultimate Partner. In this panel discussion, leaders from Elastic, Accenture, Nvidia, and AWS dissect the urgent shifts in the ecosystem, emphasizing that partners must adapt to AI and agentic co-selling or risk fading away completely. The conversation explores the necessity of deep co-engineering, the power of multi-product solutions in the AWS marketplace, and how automated agents are now replacing traditional human sales pipeline progression. By embracing data readiness and strategic collaboration, organizations can survive the “token maxing” era, effectively scale their enterprise opportunities, and align with NVIDIA’s five-layer strategy to dominate the new cloud landscape. https://youtu.be/zUkL4Wqsa68 Key Takeaways AI agents will automate the majority of AWS partner co-selling attachments and opportunity progressions this year. Partners who fail to embrace agentic workflows and automated governance face the existential risk of fading into obsolescence. Successful multi-product offerings require a “blood to all organs” approach that benefits the client, the ISV, the GSI, and the hyperscaler simultaneously. Nvidia’s “five-layer cake” model emphasizes that successful outcomes at the application layer automatically drive growth for all underlying infrastructure. The “token maxing” phenomenon is forcing enterprises to seek cost-effective, open-model alternatives to scale their generative AI securely. Integrating GSIs and ISVs on the AWS marketplace significantly increases enterprise deal sizes and long-term customer renewal rates. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags strategic collaboration agreement, data readiness engine, agentic co-sell, semantic layer, token maxing, five layer cake, accelerated computing platform, open models, cloud consumption, multi-product solutions, partner central agents, propensity data, automated opportunity progression, generative AI governance Transcript Matt Y and Panel Audio Podcast [00:00:00] Vince Menzione: You have a choice. You can embrace them and figure it out and get governance and, and make your data available. Um, use the partner, central agent, move to Agen Co-sell, or you can fade and die. [00:00:11] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. [00:00:22] Vince Menzione: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi. Own your host. And each week I sit down with leaders at the intersection of technology, partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:44] Vince Menzione: It is the strategy because [00:00:46] Vince Menzione: being in the room changes everything. Let’s start. [00:00:51] Vince Menzione: We’ve got some amazing leaders joining us. So I think probably for a little bit of context, maybe just start with Rika. You can introduce yourself, your role and, uh, what, what you’ve been doing at Elastic. Yeah. [00:01:03] Rekha Thangellapalli: Yeah, sounds great. [00:01:04] Rekha Thangellapalli: Hi everyone. I’m Reka and I lead GSI Alliances at Elastic. Um, for the past 14 years, I’ve had the pleasure of building different kinds of partner ecosystems across companies such as SAP. MuleSoft, Salesforce, Coupa, and now Elastic. Um, I wanna thank Ultimate partner and Vince for having us here today. Thank you and the panel of these incredible speakers for joining me on stage. [00:01:31] Rekha Thangellapalli: Um, very excited for the conversation today. [00:01:33] Vince Menzione: We love Elastic, and you’ve had some of your other leaders on stage at other events. As such, the quality of your leadership team is amazing. Thank you. [00:01:42] Rekha Thangellapalli: I wholeheartedly agree. [00:01:45] Allison McFadden: Excellent. Um, hello everyone. Allison McFadden. I lead our North America AWS practice at Accenture. [00:01:52] Allison McFadden: Uh, I’ve been there for five years, and truth be told, it was my first partnership role, my first formal partnership role. Uh, so I can take some tips from all of you in the room here today. Prior to that, I was 21 years with IBM, and I got into partnerships because my last role at IBM was actually trying to build. [00:02:14] Allison McFadden: Linux business on the mainframe, and I had to have partners. I had to have partners to help me with workloads to run there. So I kind of learned, uh, trial by fire. But I’m excited for the conversation today. Excited to be in this room and excited to talk about what we’re doing with, uh, elastic. Thank you. [00:02:34] James Kang: Uh, my name is James Kang. Nice to see and meet everyone here. Vince, thank you for the opportunity. Thank you [00:02:38] Vince Menzione: for being here. [00:02:39] James Kang: Um, I’m with Nvidia, so I help manage the AWS partnership at Nvidia all up. Um, I guess fun fact, I’m former AWS and so I see a lot of very familiar faces here in the front row. Uh, former colleagues and then current friends. [00:02:56] James Kang: And so, uh, looking forward to the conversation. [00:02:59] Vince Menzione: Great. Well, we’ll start with an easy tia. Matt. This is not directed to you, directed to the others. So what does a successful AWS partnership look like from your C? So we’ll start with Eureka. [00:03:09] Rekha Thangellapalli: Sure. So from an ISV perspective, I think we really are looking at three things. [00:03:15] Rekha Thangellapalli: Uh, mutual investment building together. And scaling together. So when we talk about mutual investment, elastic recently signed a five-year SCA or strategic collaboration agreement with AWS. And while that is a significant milestone in our partnership, for us, what matters more is what it represents, and that is really a long-term commitment from both companies. [00:03:39] Rekha Thangellapalli: Towards product engineering, um, and joint go to market initiatives to deliver value to customers over time. And that’s what we see is that the best partnerships really compound and they build upon each other every year. Um, they don’t necessarily kind of reset every year. Um, next we talk about building together. [00:03:59] Rekha Thangellapalli: So, um. When we talk about joint solutions, we want to deliver solutions that are better together and the customers have to see us that way. And so whether it’s search, observability, or security, we’re looking at taking to market solutions that we can’t or necessarily don’t wanna take on our own. And finally we talk about scaling together. [00:04:22] Rekha Thangellapalli: And this is where marketplace, for instance, plays a big role, um, when customers can draw down on their cloud commitments, transact online and go from, you know, pilot to enterprise scale adoption in hours, not days. Um, this is when really everyone wins. Um, and this is also where partners like Accenture play a critical role. [00:04:47] Rekha Thangellapalli: Um, you know, the incredible amount of expertise that they bring, uh, the managed services capabilities and, um, their data assets actually play a huge role in having our customers realize that value faster. And, um, like Vince mentioned, at the end of the day, best partnerships are all all about creating kind of that. [00:05:07] Rekha Thangellapalli: Self-sustaining flywheel. And so it starts with investing together, building something unique, and having the customers realize that success faster because that success is really the only thing that’s gonna keep that flywheel going for everyone involved. I [00:05:26] Vince Menzione: absolutely. [00:05:26] Allison McFadden: Okay, amazing. I’m gonna riff off a few things Ika said, but from a GSI perspective. [00:05:32] Allison McFadden: A relationship with a WSA successful relationship with AWS looks slightly different. Um, so I think the first thing that we think of in the GSI Community common thread is that the client outcome and delivering value for clients is what we, what we’re striving for. Um, and so the partnership with AWS in that case, um, um, it has to, it has to. [00:06:01] Allison McFadden: Look like one team in front of our clients. So we have to show up indistinguishable, and that’s with AWS and with an ISV partner, it has to look like one solution in front of the client, especially moments that matter. So board meetings, um, you know, the time we’re gonna sign a deal, like we have to look like one team, uh, and keep our our client outcome, um, first and foremost in mind. [00:06:24] Allison McFadden: The second thing, and this is I think where the magic of all the people in this room comes into play. We can have as many discussions at a CEO level as we want. And if our client teams on the ground are not working together, it falls apart. Falls apart directly in front of the client. Yes. And that is a really hard thing to do. [00:06:45] Allison McFadden: So I’m passionate about the alliance work because that that work is what makes it happen at the corporate level. [00:06:53] James Kang: Cool. Um. I’ll start here. So in Nvidia is a accelerated computing platform company. Um, if you asked. Anyone on the, on the street about a year ago, what is ai? A lot of times they would say AI is, is open ai, or it’s philanthropic. [00:07:12] James Kang: Um, Jensen and I’ll, I’ll reference Jensen a lot today, um, because he is our leader, um, but he also sets the strategy in the direction for Nvidia. He talks a lot about AI in the metaphor of a five layer cake. And in terms of the five layer cake, you start off with the foundational bottom layer being power and energy, which sustains. [00:07:32] James Kang: All of our data centers, you move up the stack in terms of chips. So things think of Foxconn, think of TSMC. Next you have the infrastructure layer. So obvious choice is AWS, and then you get to the models where you do have the philanthropics and the open ais. But finally in at the precipice, you have the application layer. [00:07:53] James Kang: Ultimately, the reason why I mentioned all different stacks of the layers, the five layer cake, is the fact that the application layer is the most important. And so when you think about. Partners like Elastic or ServiceNow Trend, ai, CrowdStrike. Every time you pull from the application layer and you see a success, it pulls all five different components of that layer up. [00:08:13] James Kang: And so ultimately, as I think about success, it’s it’s being able to develop these co-sell wins at the application layer and really demonstrating that through extreme co-engineering and co-design with all the different application. Infrastructure, power and energy layers in mind. Um, Jensen also likes to think of himself not only as the CEO and founder, but also as the, the chief Marketing Officer. [00:08:35] James Kang: We are a very event driven company, and so at our big events like GTC or at big industry events like CES or Computex, he likes to show up on the biggest stage, biggest stages and showcase the partnerships with not only ISVs and GSIs, but also with end customers. And so that’s what I think about when I think of SA success. [00:08:56] Vince Menzione: That’s a really good point. You talked about, Allison, you talked about having an alliance strategy, or at least you teed it up, so I thought maybe we would go there for a second. Right? Like, what does a great alliance strategy look like and why is it important to the success of the partnership? [00:09:11] Allison McFadden: Man, I, uh, I have so many opinions on this. [00:09:13] Allison McFadden: We could probably be up here all day. That’s [00:09:15] Vince Menzione: okay. [00:09:16] Allison McFadden: Um, no, I think. Uh, there, there are a couple things, and the first one that comes to mind is focus. We cannot be all things to all people. Um, so when it comes to think about some of the, the work we’re doing with Elastic, we have a very, very clear point of view on what client problem we’re solving, what clients we want to talk to. [00:09:38] Allison McFadden: It helps if, um, from an ISV perspective, if there’s a very clear fit in. The Accenture portfolio or whatever, you know, SI consulting partner. You’re working with a very clear fit in the portfolio and we know what we’re not gonna go after, what we’re not gonna spend our time on because we have, we have this tendency, there’s millions of people. [00:10:00] Allison McFadden: The ecosystem chart that, you know, Vince, you showed up there, there’s so many connections. There’s probably more connections there than there are atoms in the universe, right? So, um. Defining what we do together and what we don’t do together is the first thing that pops to my mind. [00:10:19] Vince Menzione: Reka, do you have a perspective on it since we’re gonna, we’re gonna talk next about what you’ve done together, but, and I also wanna get mass perspective as a hyperscaler partner here as well. [00:10:29] Rekha Thangellapalli: Yeah, I mean from my perspective, I, I’m gonna, you know, kinda echo what Allison said is to be just maniacally focused. Yep. Um, because, especially from my perspective, so Elastic has three different solutions, right? We’ve got search, we’ve got observability, we’ve got security that map to completely different business units within Accenture. [00:10:47] Rekha Thangellapalli: And of course Accenture does a lot of things. And so, you know, when we first came together it was like. Okay, what are we gonna focus on? What industries are we gonna go after? Which segments are we gonna go after? Which customers, you know, um, outcomes are we trying to solve? And I think that sort of maniacal focus is the number one contributing factor to, to the fact that I’m like, up here on stage today. [00:11:12] Rekha Thangellapalli: Great. [00:11:14] Vince Menzione: Matt? Perspective? [00:11:16] Matt Yanchyshyn: Yeah, I, I, I guess I was trying to. To add something, uh, additional from an AWS perspective, uh, when it comes to, you know, what does a great alliance look like? Uh, AWS is obsessed with data, you know, in data we trust. And, and so the best, um, and, and this goes sales business problem, and it’s not just the engineering teams. [00:11:34] Matt Yanchyshyn: And so, uh, you know, Accenture does a good job of this elastic, definitely. And if you can come to the table with, um, quantifiable proof of the value of customer outcomes and partnerships. Um, you’ll win all the time and it’ll be a durable relationship with AWS ’cause we really are this data obsessed company and, and even the most senior sales leaders. [00:11:54] Matt Yanchyshyn: Uh, and so what I mean by that specifically is like if you, if you can show like your a RR to land an a RR conversion ratio, like in in numerical format, it’ll light up our sales leaders and, and they’ll be all, and they will co-sell with you all day long. If you can show the, I mentioned this earlier, like the AWS service, uh, whether you’re consulting company or, um, elastic and, and how the shape of customer accounts change positively when we work together. [00:12:15] Matt Yanchyshyn: That type of sort of quantifiable data works particularly well from an alliance perspective. With AWS as a partner, we, we really are like this data in sort of results out company. Um, so I, yeah, that’s just adding to the great points that were already made. I would say specific to AWS that that’s key. [00:12:30] Matt Yanchyshyn: Yeah. And I’m gonna bring up one more thing. I want to dive in on the, the joint value proposition, but you mentioned something that made a lot of sense and resonated to me about the organizations once you get out of partner, the partner world that we all know and love. Mm-hmm. Once you get down into a field organization or account management organization. [00:12:49] Matt Yanchyshyn: Not as much understanding and really organizations do a bad job here, honestly, in terms of enabling the field organizations. Do you agree? [00:12:58] Allison McFadden: I agree because I, I agree. And, um, you know, I think that’s one of the things, and, and I, I, when I joined Accenture, what we had was a lot of wicked smart architects delivering programs to clients in the field. [00:13:15] Allison McFadden: Very smart, very deep in AWS knowledge. Um, and that was awesome for the 10 clients they were staffed on and to get that understanding of how AWS works and I dream about lar, right? Like, this is a good, you know, but that takes real effort and real work. Yeah. And it’s, it’s um, almost like being a language translator. [00:13:37] Allison McFadden: Yes. For me. Yeah. So, you know, I had to deeply learn AWS so that I could. [00:13:42] Rekha Thangellapalli: Sure. [00:13:42] Allison McFadden: Teach my account teams. My account teams are really smart. They know who they’re selling to. They know their customers. They know what their customers need. They do not know what AWS has to offer always because they’ve got 20 partners lining up to try to tell their stories. [00:13:57] Allison McFadden: Um, they don’t know how to ask of the AWS team or the elastic team or the Nvidia team. Yeah. What they need [00:14:02] Vince Menzione: this co-selling piece. Yeah. [00:14:04] Allison McFadden: And so that is where, um. We had to build that muscle even around our AWS practice, which was a huge practice at Accenture, but we didn’t necessarily surround it with that kind of enablement and um, almost deal coaching layer. [00:14:21] Vince Menzione: So Elastic and Accenture came together. I dunno which one of you wants to lead this part of the conversation, but you will, right? Yeah. So tell us about the genesis of this and why. And a lot of people dunno what Elastic does, but you do some really incredible work. Like I, somebody told me one day was like, oh, you know, Uber, like, that’s elastic, powering all that. [00:14:41] Vince Menzione: Like, we don’t think about that. That the engines that you have and the, the backend to the customers, huge customers. [00:14:48] Rekha Thangellapalli: Yeah, absolutely. Um, so when AWS launched this feature last, um, reinvent where basically it allowed, you know, channel partners such as Accenture to be able to bundle up their services, their data assets with an ISV solution and put it on marketplace, um, you know, Accenture and Elastic immediately saw an opportunity. [00:15:09] Rekha Thangellapalli: Um, at the time most customers were doing gen ai. But they were running into the same challenge, which was that their data just was not ready. And by the way, this is a problem we were solving. Outside of marketplace. I think the, the feature that you guys launched just gave us a way to package it up and to be able to create this repeatable solution, which we call data readiness engine for gen ai and put it on marketplace. [00:15:40] Rekha Thangellapalli: And, um, this to me was a success because. Each company had a clear reason to invest. Um, so for Accenture, they were able to, you know, create a very differentiated services led offering. Uh, for Elastic, we were able to expand on our AI story. And for AWS, um, you know, it drives marketplace adoption, increases cloud consumption, all of that great stuff. [00:16:07] Rekha Thangellapalli: And customers, of course get. A solution to a very real problem that, that they were having. Um, and you know, the surprising part for me going through that journey was that, um. The pitching, the idea, getting the budget, getting the executive sponsorship was actually the easy part. The hard part was getting all three companies to come together, uh, to go from idea to launch in a very ambitious timeline of six weeks. [00:16:37] Rekha Thangellapalli: Nice. And so, you know, this was very much like. Doesn’t matter your title. We’re rolling up our sleeves and we are on this outcome together. Um, and so we literally built a RACI matrix, a project plan, and you know, we had daily standup calls for six weeks where literally. At least one person from each three of these companies called in, you know, got rid of any blockers and we made sure we were on target for that timeline. [00:17:07] Rekha Thangellapalli: Um, and you know, at the end we had a successful launch. But I think my favorite part about the story is the impact that we’re having and, um. My favorite story comes from a global pharmaceutical company that, you know, had basically nine petabytes of data spread across six different continents. Wow. And by working with Accenture and Elastic, they were able to build that trusted foundation that their AI and their agents can, you know, kind of safely tap into and be accessible at scale. [00:17:41] Rekha Thangellapalli: Um, so that’s my version. Allison. [00:17:44] Allison McFadden: Yeah. Well, I don’t have a lot to add. I just, I would say this is a good example of a couple of principles, right? One is having a forcing function is never a bad idea. Sign up for a big event, sign up. I’m like, I’m here with my, you know, Nvidia guys saying, sign up for the event. [00:17:58] Allison McFadden: It’ll make you move quick, right? [00:18:00] Audience Member: Yes. [00:18:00] Allison McFadden: Um, so that is one, but two, one of my mentors once told me, when you’re designing any kind of, you know, offering go to market motion, it has to get blood to all organs. If it does not get blood to all organs, it does not go [00:18:14] Vince Menzione: nice. [00:18:14] Allison McFadden: Um, [00:18:14] Vince Menzione: I love that analogy. [00:18:15] Allison McFadden: Oh, I love it. And I can talk all day. [00:18:17] Allison McFadden: That guy was brilliant. I love him. But, um, no, and, and so Elastic did a really nice job of bringing the tech to the table. Um, our team has to trust in that technology and its ability to scale, right? Um, because at Accenture we have to be able to deploy across 700,000 consultants. Um. And yeah, so I think those are the two, two things that really worked well here is we had, uh, trust in the technology solved a customer need. [00:18:50] Allison McFadden: Um, it drives, we don’t even talk about, like, yes, it drives marketplace revenue, but it unlocks work that we do that drives even more revenue to our AWS Friends. Right. So this is a, this is a, um, product that’s getting your data ready for AG agentic. It’s a messy problem that everyone’s dealing with, and it removes blockers for clients and it unlocks more, you know, ag agentic work on top of that. [00:19:15] Allison McFadden: So, blood to all organs. [00:19:17] Vince Menzione: So, was that the proposal going forward to say we need to have, we need to have trust in the solution. We need to drive significant revenue. It needs to be something all of our, you know, seven, 700,000 people. Can be a part of and help drive? Is that how you think about? [00:19:32] Allison McFadden: Yeah, and for us right now, um, it’s an interesting time for Accenture. [00:19:36] Allison McFadden: Our clients are asking a lot of us, and what it does is it having some of these accelerators helps us deliver cheaper, better, faster to our clients, which is what they’re demanding of us right now. Um, so it’s an accelerator to client outcomes. [00:19:55] Vince Menzione: James, what is NVIDIA’s role and how do, how do you enter the equation here? [00:20:00] James Kang: Yeah, it’s, um, it’s a good question. Um, I, I would say that Nvidia is probably one of the most misunderstood organizations in the world. Um, despite the, uh, the market capitalization in the valuation of the company, we have a very tiny organization. Um, what I mean by that is, um, if you think about. [00:20:20] James Kang: Salesforces and field sales organizations. Um, we’ll take Salesforce as the account or the customer. As an example, we have one account manager at NVIDIA that no, not only covers and is responsible for the relationship with Salesforce, um, but also manages. Automation Anywhere as well as DocuSign. Whereas at AWS, in contrast, like there are full armies and teams Yeah. [00:20:45] James Kang: That are supporting the Salesforce relationship. And so as you think about partnering and working with Nvidia, the focus has to be on really. Extreme co-design, but also being very prescriptive in terms of what are the very specific customer outcomes that we are solving for. And the guidance that I would give is bring in Nvidia into that equation and that conversation as early as possible because that [00:21:10] James Kang: co-engineering and co-design needs to be part of the foundational building blocks in order for you to come out with a end solution that checks all those different requirements. [00:21:20] James Kang: And so I think. Again, like going back to Nvidia, um, we like to talk about two different types of brains. A brain one and a brain two. Uh, brain One you think about the next quarter and making sure that you’re hitting the revenue targets for the next quarter. Brain two, you think about a long-term goals and potentials looking around corners and being very strategic. [00:21:41] James Kang: The saying internally is without Brain one, there is no oxygen, but without brain two, there is no future. And everyone at NVIDIA is trained to think in that brain two mentality. [00:21:52] Vince Menzione: Wow, Matt. [00:21:54] Matt Yanchyshyn: Yeah, I, I was just thinking I love the blood doll organs. Uh, and so just on, on that note, um, and, and, you know, the multi-product solutions that, that you, you built together, uh, that is a really good example of blood do organs because like we all know, that’s how customers buy. [00:22:07] Matt Yanchyshyn: They, they buy solutions and increasingly they’re looking for combinations of ISV, sometimes multiple products from multiple ISVs with services. Uh, often they’re buying it through a resell motion. You know, and they, and, and so that from a customer perspective, they want a single place to go. And so that’s the multi-product solution. [00:22:24] Matt Yanchyshyn: They wanna find everything they need, they need Accenture, they need Elastic to solve a specific solution. And I think where that’s headed is even more specific listings, like with AI powered listing experience, like, you know, elastic Plus Accenture for, I’ll make something up like a manufacturing workload. [00:22:37] Matt Yanchyshyn: And so this solution based. Uh, sort of buying is, is very customer centric. It’s what customers want. We all know that. But that’s, that’s the customer sort of organ, I guess. Um, but then, you know, you all have SCAs and those SCAs have marketplace commits. It helps if that gets transacted through marketplace helps the AWS relationship, you know that that’s an organ. [00:22:55] Matt Yanchyshyn: It’s the relationship. It’s, it’s the commercial construct and that you have, uh, that that’s another organ. You’re marketing people. They, that’s another organ. They don’t wanna land, uh, leads on a static marketing page. They wanna land a lead on a, a storefront with a multi-product solution that can actually convert and that you can actually buy it through that. [00:23:12] Matt Yanchyshyn: So the marketing person’s happy because they, they have less churn. Uh, and then, you know, our reps are happy ’cause guess how they get paid? They retire quota when they sell Marketplace. And they, we also, Jay McMain will tell you, that’s another organ called Jay or on, on you now. Um, [00:23:27] Matt Yanchyshyn: he’ll like that. I’ll call him up and tell him that. [00:23:29] Matt Yanchyshyn: Yeah, [00:23:30] Matt Yanchyshyn: but he, he’ll tell you, you know, don’t believe me. Obviously, never believe Matt, believe, believe the, the data and, and his data shows that. Those deals will close faster and larger if you use marketplace. So that’s, that’s a lot of organs. That’s the whole body. Um, but you know, when you have your customer happy ’cause that’s how they wanna buy your field happy. [00:23:45] Matt Yanchyshyn: Um, and, you know, the relationship happy and you know, your marketing team happy. Uh, and, and Jay happy. Um, and, and you know, I think that multi-product construct and, and the way you kind of use it to model a partnership and the way buyers ultimately wanna buy is, is really powerful. And so I, I think it’s, you know, it’s really a manifestation of how. [00:24:04] Matt Yanchyshyn: We kind of intend and to go to market anyway. Uh, so I think, you know, and thanks for leading the way, by the way. You’re, you’re amongst the very first, so that’s great to see. [00:24:11] Matt Yanchyshyn: So these storefronts are really helping this drive, drive this. Well, [00:24:13] Matt Yanchyshyn: that’s the next evolution. Like we’re talking about the multiproduct solution. [00:24:16] Allison McFadden: I’m JJ Accenture storefront. [00:24:17] Vince Menzione: Yeah. Oh, there you go. I mean, j and j Accenture storefront. [00:24:20] Allison McFadden: We’re gonna talk about that. [00:24:20] Matt Yanchyshyn: Yeah. I mean, [00:24:21] Matt Yanchyshyn: Accenture also leading the way yet again with storefronts. And so I think the combination of. You know, again, I was talking a lot about conversion. Yeah. And you know, buyers know sometimes they know what they wanna buy and, but if you really wanna convert that lead, you wanna land them again, something that combines, you know, elastic Accenture’s services plus software, but in a storefront that is, you know, surrounding with just the solutions they want so they don’t need to kind of go searching. [00:24:42] Matt Yanchyshyn: So, you know, ultimately reducing that time to close, I guess, really ’cause meeting the customer where they are with what they need. [00:24:51] Matt Yanchyshyn: So we talk about co-selling a little bit. We, Jay and I talk about this all the time. We gotta keep looping Jay in here, even though he is not even in town this week, but Reko, um, what does co-sell look like inside Elastic? [00:25:02] Matt Yanchyshyn: You’ve got, we talked about an incredible leadership team. I’ve gotten meet some of your leaders. Seems like you drive, you do a good job internally driving that. Let’s talk a little bit about it. [00:25:11] Rekha Thangellapalli: Yeah, and this is something I’m, I’m personally very passionate about. Um, co-sell is. Very much a journey, not a destination. [00:25:20] Rekha Thangellapalli: And I think step one for us is recognizing the different partner types that we have. Because at Elastic we work with, you know, OEMs, MSPs, resale distributors, GSIs, um, and they all bring something very unique. To the customer lifecycle and they all contribute very differently within, you know, our own sales cycle and sales process. [00:25:45] Rekha Thangellapalli: And so, you know, figuring out what is the unique benefit they bring, how do we enable them? So training and enablement is a huge piece of it, and so is making sure we’ve got the right metrics to measure success. Um, I know a lot of companies look at partner sourced as the north star, and that’s great, right? [00:26:06] Rekha Thangellapalli: Because that is undeniable. You can say, Hey, that would not exist if it wasn’t for my partner team. Um, but we’ve also noticed that when we bring in GSIs, it actually increases renewal rates. It significantly increases. Um, a RR over time. Um, it expands deal sizes and so these are very real metrics that we can point to, um, beyond just the co-sell and the partner sourced number. [00:26:32] Rekha Thangellapalli: Um, so for us it’s looking at it from a very holistic perspective, but also catering it towards that unique partner and making sure we’re doing everything we can to set them up for success and setting up the partnership for success. [00:26:47] Vince Menzione: So clo close win ratios, deal size and renewal rates? [00:26:52] Rekha Thangellapalli: Yes. For specifically for geos size. [00:26:54] Rekha Thangellapalli: Yeah. [00:26:55] Vince Menzione: Very interesting. Allison, uh, what had to change internally to produce these co-selling? We talked a little bit about the field organization and enabling a, a group of, and, you know, account sellers that are very customer focused and enabling them on the co-sell side. What had to change internally to drive that? [00:27:13] Vince Menzione: Yeah. [00:27:14] Allison McFadden: I, I might have already alluded to this a little bit in a previous answer, but, um, creating the capacity to develop, build, and sell these solutions, um, inside of a large GSI, where billable hours is kind of the number one metric on the table. Um. Is part of the investment that we had to make within Accenture to get this done? [00:27:36] Audience Member: Yeah, [00:27:36] Allison McFadden: so expert technology time. So we have technologists that understand the elastic technology. We do similar with Nvidia, by the way, we. We released some of their time to go co-develop the solution because it has to hold technical water, right? It can’t just be a marketing pitch. It can’t just be, it has to be a real, um, what’s the there, there. [00:27:59] Allison McFadden: So in order to actually do proper co-sell, we had to release some of that time. Um, to invest in those partnerships. Um, we’ve also done similar with some industry aligned business development leaders recently, so we have freed their time up to go. Uh. Open new conversations, educate client, account teams, go to clients, have conversations. [00:28:26] Allison McFadden: Um, so that, that’s a new motion that we, uh, have just kind of recently made, um, to allow them, I love this brain one, brain two also, right? So to allow them to focus on brain two, because a lot of our time. Typically spent delivery issues, you know, getting my hours, where am I charging my time? And so just freeing up a little of that capacity to do this work, um, helps get us in this brain two mode where we’re not just living to survive. [00:28:56] Vince Menzione: I. So, Matt, you’ve removed a lot. I mean, one of the things I admire, I admire AWS for being first to market and removing the most friction in marketplace of any of the vendors. Really, truly that. You talked about some of the announcements. How does some of, how does some of this tie PC central agents propensity sales plays, MCP, how does some of this tie to how, how you’re thinking about the future? [00:29:18] Vince Menzione: And how to enable more motions like this. [00:29:20] Matt Yanchyshyn: Yeah. Well, I, I think if you know my boss, UBA Borno, uh, you’ll know that she has a maniacal focus on automation. Yeah. Um, and, uh, co-sell is increasingly automated. You know, you were asking earlier about propensity data. You can get that propensity data in addition to sales plays and, uh, opportunity scores through the partner central agents. [00:29:38] Matt Yanchyshyn: So things that used to require multiple calls to A PDM, if you’re lucky to have one. Yeah. Or a p sm. Uh, you, you can now get through, through these agents, you know, uh, tech Systems, TGS, they, they manage what, over 5,500 customer opportunities with agents that they built on top of our partner Central APIs. [00:29:55] Matt Yanchyshyn: Um, and work Span has built a whole product and business that’s right on leveraging, uh, our APIs, our capabilities to sort of tie into your CRM. So, majority of all opportunities will be progressed and managed by agents. This year at AWS, we already have a majority of all customer opportunities, all app have a partner attached and I, I took a personal goal for a majority of those partner attachments, not to happen from a human. [00:30:22] Matt Yanchyshyn: But from our solution matching engine. And how do you get recommended by that solution? Matching engine, having a healthy ACE pipeline, thanks to partner central agents and the integrations you’re doing. And in addition to being the specializations and doing things like multi-product solutions and ultimately closing opportunities, you dream of LAR and so LAR will help that. [00:30:40] Allison McFadden: It’s more like a nightmare. [00:30:41] Vince Menzione: And so, you know, [00:30:42] Allison McFadden: it’s more like a nightmare, but [00:30:44] Vince Menzione: nightmare. Well, it’s, it’s, yeah. Nightmare of Laura and, and. Nice dreams of PRM, but the, um, but that’s the loop, right? I, I think, uh, increasingly co-sell for us, and in my mind, is largely a hundred percent automated. Yeah. Except for what matters most, those most largest, most strategic, most complex deals. [00:31:01] Vince Menzione: Where our highly paid and very skilled salespeople are most effectively used. [00:31:05] Vince Menzione: Yeah. [00:31:05] Vince Menzione: You know, the days of, you know, this person with 20 years experience selling, clicking, progressing opportunities through a pipeline, uh, should be over. Uh, and, and we need those people out, out selling and, and co-selling. And so that for me. [00:31:19] Vince Menzione: Yeah. That, you know, we talk a lot about co-sell, but I, I’m obsessed with automating as much of the co-sell as possible. [00:31:24] Vince Menzione: I remember going back to the ex Excel spreadsheets and, and that, that seems to be be Viva became spreadsheet jockeys. [00:31:31] Vince Menzione: Yeah. [00:31:32] Vince Menzione: And, and they stopped selling. They forgot how to sell. [00:31:34] Vince Menzione: Yeah. And people spend all this time doing lunch and learns and things like that. [00:31:36] Vince Menzione: And then, you know. Then the salespeople rotate out after 18 months and, and it, that’s, that’s the old days. Uh, you know, the new days are, are AI powered matching algorithms, uh, ag agentic co-sell, using the partner essential agents to get your data and, and putting that data to use automatically and, and what sounded like magic. [00:31:51] Vince Menzione: 12 months ago is being done, you know, by partners at massive scale across thousands of opportunities. You can do it today. And you know, I, there’s a guy named another Mike, right? Mike another Mike who they have, there’s like a guy who’s doing all this and I’m picking on Mike ’cause I, I know their system really well and I know the guy Mike grew easily built it for them. [00:32:08] Vince Menzione: Um, but, you know, I think, yeah, again, in the days of having 10 people sort of doing lunch and learn could be replaced by one or two people, building agents, uh, managing a massive pipeline. And, and that’s the future. [00:32:18] Vince Menzione: Exactly. James, your perspective on what breaks with co-selling? [00:32:22] James Kang: Oh, what breaks co-sell? Um, I would say. [00:32:25] James Kang: It, it starts and finishes with just misalignment and a loss of trust with the customer, especially when you have multiple partners or stakeholders involved. If you’re trying to do a three-way deal with a end customer and you’re not on the same page, you’re not gonna get to a successful outcome on, on the backend. [00:32:44] James Kang: Uh, the fix is a much more complicated story. I would say that to take a step back, um. We’ve talked about the five layer cake. We’ve talked about where NVIDIA kind of fits within the equation. We are invested in the ecosystem and so as different players and application organizations win and see these outcomes for end customers, we celebrate that success. [00:33:07] James Kang: Um, and as part of that kind of ethos of where NVIDIA fits within the ecosystem, we wanna make sure that not only. Our customers, but our partners like ISVs and GSIs are set up for success. Um, we do not as Nvidia sell hardware or GPUs directly to customers We use. Hyperscalers like AWS as kind of our force multiplier. [00:33:31] James Kang: And similarly we think of ISVs and GSIs as the force multipliers in terms of our extensions of how we, we kind of leverage the relationships and build the trust with our end customers. And so going back to kind of the question, Vince, I would say that it all comes back to trust and being able to build that mutual trust. [00:33:48] James Kang: Um, a lot of what we do when we co-sell with AWS is really on the software layer. Um, we actually have more software engineers at NVIDIA than we have hardware engineers, which is a weird thing to say, um, because everyone knows us for our GPUs. But because of that fact, we are heavily invested in Cuda and making sure that Cuda becomes the foundational layer for how not only our ISVs and GSIs, but also our end customers are building. [00:34:12] Vince Menzione: Very cool. So Reiki, you and James together on this production. Versus pilot with the Gentech ai. Tell us a little bit more about that. Where, where are you in the process? [00:34:24] Rekha Thangellapalli: Yeah. So I mean, in general, what we’re seeing out in the market in, in relation to sort of AI and, and customer’s journeys is that, um, at least from an elastic perspective, um, we’re seeing people very much in production when it comes to, you know, kind of AI assistant co-pilot use cases. [00:34:42] Rekha Thangellapalli: So, you know, things like, um, software development, customer support is a big one. Um, any sort of employee productivity use cases where there’s. Still a human in the loop somewhere. Um, and there’s a very like, clear path to value. And so we see the customers being in production excelling there. Um, no problem. [00:35:01] Rekha Thangellapalli: Where we’re seeing people still kind of in the pilot phase is those fully autonomous workflows where there is no human involved. The agent is reasoning on its own. Um, accessing multiple systems and taking an action on the user’s behalf. And what we’re seeing is that it’s not the intelligence of the agent that’s holding it back. [00:35:26] Rekha Thangellapalli: It’s more about giving the right context to the agent and having the right. Security kind of governance controls in place for the company to feel comfortable in putting these fully autonomous workflows into production. And that’s really the conversation we’re having is all right, what are the controls you need in place? [00:35:47] Rekha Thangellapalli: For you to release this to your business unit. Um, and what is the context that the agent is needed before we can comfortably let the agent make the decision on the user’s behalf? Um, James, I’d be interested to hear what you’re, what you’re seeing in the market [00:36:03] James Kang: plus one on all things context. I, I would even go so far as to say, um. [00:36:09] James Kang: H how many folks in the audience have heard of token maxing? Like this new term? [00:36:13] Rekha Thangellapalli: Yeah. Yeah. [00:36:14] James Kang: Um, I’ll, I’ll give a very specific example of, of Uber that went public. With the example of Claude, like they allowed all of their employees to use as many tokens as possible, and within the span of four months, they exhausted their full budget for the year, and so they had to pull back, and now there’s a cap on every employee. [00:36:33] James Kang: I think the number that’s circulating is $1,500 per month per employee, and so I think that is at least. In this multi-phase evolution of where we’re going to be and where we’re today, cost has become kind of the prohibitive force in terms of agentic AI at scale. Um, I think we are working on some very creative solutions in-house and Nvidia. [00:36:55] James Kang: Um. And we saw some really dynamic announcements this week when it comes to all things agent core, um, where we want to focus on very nimble ways for customers to be able to execute and go to market. And one extreme example of that is our investment within our open model strategy. So Nvidia, not only, again, providing GPUs, we actually offer our own op open models, which we call our Nitron models. [00:37:21] James Kang: And through our Nitron models, we are allowing customers to really develop and fine tune their own proprietary models in a cost effective manner. So right alongside the frontier models like OpenAI and Anthropic. It’s not a if then, it’s not an either or statement. It’s a, it’s a permutation, it’s an and So we’re giving you a cost effective alternative to not only bring your AgTech applications at scale by training on Nibo tron, which is open source, but then once you’ve kind of finished and fine tuned that specific training job to be able to. [00:37:53] James Kang: Go ahead and utilize your frontier models, whether it be OpenAI or Claude. And I know there’s other partners here that are providing those kind of different model capabilities. And so I think for us it’s, it’s a matter of choice. We know that this market is dynamic. It’s gonna be evolving over the next coming months as well as the next coming years. [00:38:10] James Kang: Uh, but we believe that we are positioned for a really unique dynamic expansion of AgTech use cases over the, at least the next three to six months. [00:38:20] Vince Menzione: Allison, for the partners in the room who are glazed over right now going, what do I, what do I do over the next 12 months? [00:38:26] Allison McFadden: Should I wake everybody up by saying, yeah, please. [00:38:27] Allison McFadden: Say go hurricanes. [00:38:28] Vince Menzione: Yes. [00:38:29] Allison McFadden: Is there anyone, anybody? Everyone’s like, boo. I get to leave the parade today to go home to parade. I live in Raleigh, so we’ve got our parade on Saturday. Nice. [00:38:39] Vince Menzione: Nice. [00:38:40] Allison McFadden: All right. Wake up. Um, all right. So for the $50 million partners in the room, um. $50 million is not small. You have something that works. [00:38:50] Allison McFadden: Right. This is great. What I would be thinking about is, you know, we’ve talked about focus before, but really doubling down on, you know, what is, what is your industry, what is your client like, ideal client that you serve. And build, um, almost that kind of community. You know, the, the clients we have move from firm to firm to firm. [00:39:17] Allison McFadden: And if you’ve done good work at one, you’re gonna follow ’em to the next. Um, so build that client demand in a specific place or specific client profile that is just like really knocking it out out of the park for you. Um. Scale with marketplace, right? So if you, I, I love some of the data that you were sharing in your talk earlier, um, because it’s like no overhead scaling mechanism. [00:39:45] Allison McFadden: I mean, it’s, it’s fantastic. Um, Accenture, other GSIs like us, we are investing in marketplace. So we’re investing in resources, um, to help us. Use marketplace more with our clients and we’re gonna capture, right, those storefronts. And if you’re present on marketplace, you’re gonna be able to catch, uh, yourself in that wheel. [00:40:09] Allison McFadden: So I think those are the, the kind of couple of things I would say is focus, focus, focus to drive that client demand and use scaling mechanisms like marketplace to really kind of, uh, accelerate. [00:40:24] Vince Menzione: Matt, anything to add there on the. [00:40:26] Vince Menzione: Well just, you know, Ja, James, you, I love the token maxing reference in Uber and it reminds me, you remember when cloud came out and everyone was like, oh, all these people are, are gonna use the cloud and costs are outta control and. [00:40:39] Vince Menzione: Um, a lot of people pulled back from the cloud and, and a lot of those companies no longer exist. And it’s similar with, with, uh, token maxing, like, oh, these agents are outta control. You have a choice. You can embrace them and figure it out and get governance and, and make your data available. Um, use the partner, central agent, move to agent to co-sell, or you can fade and die. [00:40:58] Vince Menzione: And, and that’s, that’s where we’re at. Uh, is, is the, the companies sitting here today embraced the cloud years ago and won. Uh, and and there’s a set of companies here today who are gonna embrace agents in the, for both buyers and sellers, and will win. And there are those who won’t and they won’t win. And so for me, it’s like we’re, we’re at a, we’re at a crossroads. [00:41:18] Vince Menzione: And, and if you’re gonna win, you gotta leap into that, you know? I love it. And, uh, and, and, and it’s, it means the cost of experimentation is so much lower now. Development and, and even business development or software development is, is agent enabled. And so you can take risks, you can experiment and, and you have to, it’s, it’s an existential moment. [00:41:37] Vince Menzione: Agreed. We’ve got a couple minutes left over for any questions. What do you think? Sure. Are there any here. I think there are a couple. Yeah, we’ve got, we’ve got a co-sell question I’m sure coming up here. [00:41:51] Audience Member: Um, I’m Cassandra, I’m the CEO of Partner Tap. And one of the questions I had was, I think, you know, the co-selling between the sellers is where things get. Really, really hard when you’re multi-partner. And so when I was listening, um, with, you know, the Accenture and Elastic together, you talked about how you had, you, you had to get these BD business development people. [00:42:22] Audience Member: Um, is this a new team that is over the client team? And how do these teams interact like with the elastic sellers? Are you doing a lot of coaching to the field and then with if AWS sellers are, are involved, like what is that whole picture? What does look like, [00:42:43] Allison McFadden: like [00:42:44] Audience Member: on the ground? I mean, that is the hardest part, I think, and that’s what we hear. [00:42:48] Allison McFadden: It’s so, it’s so, it’s so tough. Um, and I will, I’ll just say, so our business development leaders that we now have kind of. Expanded their capacity. They have always been, they have always been there. Um, but they have not been well resourced. They haven’t, they haven’t had very clear kind of job description. [00:43:12] Allison McFadden: I’m gonna say I, in the past they have been kind of focused on partner relationship. And so like more like an alliance manager and maybe working on some of the data. Right? So when I say I have nightmares about Lars, because we’re always trying to increase the LAR for Accenture and, and they were focused like in those detailed weeds of like trying to pass ACE and trying to call the PDM and all this stuff. [00:43:39] Allison McFadden: What we are doing is really pivoting them to be proper sales, business development focused on client outcomes and focused on. Technical skills to be able to describe what this solution is to the field. So, um, and because we need, I have many, many questions about, I gotta get agents to work with Eurogen co-sell so that that part somehow goes away. [00:44:05] Allison McFadden: So that’s a, that’s the thing we gotta solve still, but, um, so we’re pivoting them to be kind of driving. More of that co-sell enablement with the field, um, and taking that message to the field rather than being there, waiting for questions to come in from the field, waiting for like our field teams to discover, oh, I saw something that we’re doing with Elastic, like on a press release on LinkedIn. [00:44:30] Allison McFadden: Right. So we’re kind of trying to pivot them to be more proactive. [00:44:33] Vince Menzione: Very cool. [00:44:34] Rekha Thangellapalli: Yeah. And uh, Cassandra, that’s an excellent question because I think. Multi-party, you know, sort of tri-party offerings. The hardest part is operationalizing it at scale, right? Yeah. And so for this particular offering, we are basically having three routes to market. [00:44:51] Rekha Thangellapalli: So one is seeing how this offering fits into our existing elastic go to market. And so I am constantly enabling our field sellers to say, okay, within our three field sales place, here’s exactly where this fits in. Here are, you know, uh. Keywords that you hear in customer conversations where you bring up this offering and here’s a process of how it works. [00:45:14] Rekha Thangellapalli: Um, exactly At what sales stage do I bring in Accenture, how, you know, what are the roles and expectations? Right? So that’s on the elastic side. We’re doing the same thing on the Accenture side. So we’re doing a ton of training enablement and lunch and learns, and we’re also looking at how do we fit into. [00:45:31] Rekha Thangellapalli: Uh, Accenture’s AI transformation projects, we are the semantic layer, right, of their enterprise brain. And so it’s a whole different sales motion, um, and, you know, having the right assets, having the right process again to make sure that that goes smoothly. And then finally, we’re going directly to the customer. [00:45:49] Rekha Thangellapalli: So we are launching multiple external campaigns where, you know, if the customer raises their hand. We will, we will line up immediately. Right. Um, and so, [00:46:01] Allison McFadden: I mean, I can’t, I can’t, I can’t say how important that third leg of the stool is. ’cause the second part, she talked about getting into our catalog is the first thing. [00:46:09] Allison McFadden: ’cause my BU business development leaders have the catalog. Right. And that’s what they’re selling. So what Elastic has done has gotten into one of those offerings and then. If we have a customer that asks for it, that is the fastest way to alignment. That is like the number one thing that we respond to [00:46:26] Vince Menzione: customer at the center. [00:46:27] Vince Menzione: This is great. Well, I think we’re up to time. This was a great session. I want to thank you. This is what a great, what a great group. [00:46:34] Vince Menzione: Thanks for listening to the Ultimate Partner Podcast. If today’s conversation resonated, share it with a partner leader in your network. Subscribe where [00:46:43] Vince Menzione: you listen, and head over to the ultimate partner.com. [00:46:47] Vince Menzione: For show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live Event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything [00:47:09] I.

A researcher found an unlocked server...and inside it, working VPN credentials for nearly 74,000 corporate firewalls spanning Chevron, Samsung, Foxconn, and thousands more. In this episode of Darnley's Cyber Café, Darnley breaks down the FortiBleed leak: what was exposed, how attackers allegedly cracked their way in at a billion-attempt scale, and why this story matters even if your organization has never touched a FortiGate. Spoiler: the lesson is bigger than one vendor...Show Notes:If you were affected https://socradar.io/free-tools/fortibleedClick here to send future episode recommendationSupport the showSubscribe now to Darnley's Cyber Cafe and stay informed on the latest developments in the ever-evolving digital landscape.

Wisconsin governor candidate Joel Brennan joins to discuss the fallout from opponent Sara Rodriguez firing her campaign manager over massive campaign finance discrepancies, his take on AI data centers, and his firsthand role in renegotiating the Foxconn deal. Over the weekend, Lt. Gov. Rodriguez — one of five Democrats in the governor primary — announced she let her manager go over hundreds of thousands of dollars in mismanaged funds. Brennan reacts to the news, explaining why he views it as a failure of "competence 101." He details how his own campaign handles its books to ensure accountability before Wednesday's filing deadline, and discusses the political impact on the primary now that a "coronation" has been disrupted. Later, we dive into Brennan's role as Department of Administration Secretary in helping renegotiate the failed $2.85 billion Foxconn contract under Tony Evers. A deal originally put in place by former Republican Gov. Scott Walker and touted as the "Eighth Wonder of the World" by President Donald Trump during his first term. Lastly, we tackle the wild west of AI data centers in Wisconsin. With La Crosse County and its 18 municipalities fending for themselves to pass local moratoriums, Brennan reacts to the state legislature "hanging local government out to dry" on regulation. He breaks down his four-part plan to establish guardrails — including utilizing union labor, implementing strict green standards, banning non-disclosure agreements (NDAs) that keep locals in the dark, and ensuring residential ratepayers aren't stuck subsidizing massive corporate energy bills. Plus, he explains why he supports a targeted, 90-day statewide pause on approvals to write these rules into law, rather than an arbitrary, year-long ban. Though all that would have to wait until after the November election, since the GOP-controlled state Legislature hasn't been in session since April and won't resume work until January of 2027.See omnystudio.com/listener for privacy information.

„Inovace bez implementace je halucinace,“ říká Libor Witassek, kybernetik, podnikatel a patriot z Opavy, který má za sebou transformace fabrik od Vítkovic po celosvětově známý Foxconn — s ním spolupracoval 9 let, během kterých vyrostl z 300 tisíc na 1,2 milionu zaměstnanců ve 30 zemích světa.V nové epizodě podcastu ROŽNI uslyšíte, jak Libor před pěti lety převzal malou strojírnu na letecké díly Strojcar a jak ji pandemie během jediného týdne připravila o všechny zakázky. Libor se s tím vypořádal tak, že nechal vyrábět hliníkové protihlukové panely. Dnes k nim ve Strojcaru přidávají fotovoltaiku nebo senzory a staví je pro energeticky soběstačná města.V krizi se musel rychle rozhodnout, kterých lidí se zbavit a které si naopak ponechat.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Rekordjagd beim Dax und magische 26.000 Punkte, Übernahmefantasie bei Easyjet und die Hoffnung auf eine Sonderdividende bei Conti. Außerdem geht es um Foxconn, Nvidia, Lufthansa, Ryanair, Airbus, Brookfield, SK Hynix, Micron Technology, PepsiCo, Delta Air Lines, Levi Strauss, TSMC, Volkswagen, GEA, Repsol, Bank of America, UBS, JPMorgan Chase, Goldman Sachs, Spotify, Walmart, Ford, Ionis Pharmaceuticals, Moody's. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

We kunnen astronomische winstcijfers verwachten bij Samsung als gevolg van hun chips-productie, die het afgelopen kwartaal extreem veel meer winst heeft behaald dan een jaar geleden. Joe van Burik vertelt erover in deze Tech Update. Verder in deze Tech Update: Samsung praat na Anthropic nu ook met Meta over een nieuwe deal voor de productie van chips Foxconn boekt een flinke omzetwinst met dank aan AI-serverracks voor Nvidia, maar dat komt met een waarschuwing See omnystudio.com/listener for privacy information.

Although many sunbelt markets have been excessively challenged for multifamily, not all have been equally impacted. Houston, for example, has continued to see major job and population growth. Companies like Nvidia, Apple, and Foxconn have made large AI-related investments in Houston. Houston has one of the country's major ports and Is the fourth largest city in the country. It is predicted to surpass Chicago as the third largest city in the U.S. by 2035. Sam Morris is a partner at LSCRE, a multifamily real estate company with a large presence in Houston. All of LSCRE's properties are in Texas, 80% of which are in Houston, which is becoming an attractive market for institutional investors.

ลองจินตนาการถึงบริษัทที่เป็นความภาคภูมิใจของคนทั้งประเทศ มีประวัติศาสตร์ยาวนานกว่าศตวรรษ และเป็นผู้สร้างนวัตกรรมเปลี่ยนโลกอย่างทีวีและเครื่องคิดเลขพกพาเครื่องแรก แต่สุดท้ายกลับขาดทุนยับเยินเกือบสูญสิ้นชื่อ และต้องยอมขายกิจการให้กับบริษัทรับจ้างผลิตจากต่างชาติ เกิดอะไรขึ้นกับ Sharp อดีตยักษ์ใหญ่แห่งวงการเทคโนโลยีญี่ปุ่น ทำไมบริษัทที่เคยเป็นเบอร์หนึ่ง ถึงก้าวพลาดจนต้องยอมให้ Foxconn เข้ามา Takeover กิจการไปแบบเบ็ดเสร็จ มหากาพย์ความพ่ายแพ้ครั้งประวัติศาสตร์นี้ซ่อนบทเรียนราคาแพงอะไรไว้บ้าง และพวกเขาติดกับดักความสำเร็จของตัวเองได้อย่างไร คลิปนี้มีคำตอบครับ เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Sharp #ชาร์ป #Foxconn #ประวัติธุรกิจ #กรณีศึกษา #วิเคราะห์ธุรกิจ #ธุรกิจญี่ปุ่น #บทเรียนธุรกิจ #ธุรกิจเครื่องใช้ไฟฟ้า #เทคโนโลยีจอภาพ #แบรนด์ญี่ปุ่น #จุดจบแบรนด์ดัง #ธุรกิจเจ๊ง #ฟ็อกซ์คอนน์ #RiseAndFall #TheRiseAndFall #geekstory #geekforeverpodcast

Flex Ltd., ticker FLEX, surged roughly eighty percent in a single month — and the company hasn't even completed the spinoff that sparked it. Nick and Kasey cover this electronics manufacturing services giant for the first time at Chip Stock Investor, breaking down what drove the run-up, what the proposed spinoff actually is, and whether there is anything left for long-term fundamental investors at today's valuation.Flex is one of the world's largest electronics manufacturing services companies, competing with Foxconn, Jabil, Celestica, and Sanmina across a global footprint spanning over ninety locations in Asia, Europe, the Middle East, Africa, and the Americas. Unlike the perception that contract manufacturing means cheap labor in Asia, Flex's business increasingly runs on automation and robotics — a structural shift that is compressing cost parity across geographies and driving genuine margin improvement. The spinoff is the centerpiece of this episode. Flex is separating its Cloud and Power Infrastructure segment — referred to as SpinCo in the materials — into a standalone company expected to begin trading by the first quarter of calendar year 2027. This segment posted thirty-eight percent year-over-year revenue growth in fiscal year 2026, with guidance pointing to sixty-five to seventy-five percent growth in fiscal 2027 and over eighty percent in fiscal 2028. The business covers critical power products for utility companies, embedded power systems inside data center servers and racks, thermal management solutions that compete in the same market as Vertiv, and cloud power infrastructure for hyperscalers and neo clouds. SpinCo also carries nearly ten percent adjusted operating margins — roughly double the margin profile of the remaining Flex business.What stays with Flex after the split is the larger but slower-growing core: twenty-one billion in revenue across Regulated Manufacturing Solutions, covering healthcare and automotive, and Integrated Technology Solutions serving customers like Cisco, Juniper Networks, now part of Hewlett Packard Enterprise, and Teradyne. Growth there is expected in the low to mid-single digits. Margins are trending in the right direction, but this is not a high-margin business.Nick and Kasey also zoom out on the broader industrial conglomerate breakup theme reshaping the market — from GE Vernova to Honeywell — and how Flex's spinoff fits squarely into that playbook. The prior Flex spinoff, NextPower in 2024, has performed very well for shareholders and gives the SpinCo story some historical credibility. The balance sheet is in reasonable shape for a manufacturer, with enough cash on hand to support bolt-on acquisitions as SpinCo looks to consolidate market share.The valuation discussion is honest: at roughly sixty to seventy times current earnings, this is a momentum trade. The forward picture for fiscal 2028 could look closer to thirty times earnings if growth delivers, but the stock is not cheap by traditional measures.For in-depth stock research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.

- Peugeot Invests €1 BILLION in France - Foxconn Takes Orders for 2nd EV - Bentley Reveals New Flying Spur - MG Announces 1st EU Plant - Tesla Faces FSD Lawsuit in China - Tesla's China-Made Deliveries Up Again - Tesla Shows Signs of EU Recovery - Kia Sets Sales Record Thanks to Hybrids

Antoine Legault discusses the quantum computing trade, highlighting growing industry adoption, U.S. government support and new technology developments from companies like Nvidia (NVDA) and Foxconn. He names IBM Corp. (IBM), IONQ, Inc. (IONQ) and D-Wave (QBTS) as key stocks to watch, while noting that leadership in the space could shift significantly over the next three years. Antoine also warns that slower than expected technological progress remains a big risk factor. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

- Peugeot Invests €1 BILLION in France - Foxconn Takes Orders for 2nd EV - Bentley Reveals New Flying Spur - MG Announces 1st EU Plant - Tesla Faces FSD Lawsuit in China - Tesla's China-Made Deliveries Up Again - Tesla Shows Signs of EU Recovery - Kia Sets Sales Record Thanks to Hybrids

Emmanuel Le Roux, directeur général de Bull, était l'invité dans Tech & Co, la quotidienne, présentée par François Sorel, ce lundi 1er juin. Il s'est penché sur le rapprochement entre Bull et Foxconn afin de développer des infrastructures d'IA souveraines en Europe sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

Welcome to SIT Podcast. Just a few hours ago, the eyes of the global tech world turned to the Taipei Music Center, where NVIDIA CEO Jensen Huang delivered a GTC Taipei keynote that sent a jolt through the industry. As we speak, the doors of Computex 2026 have yet to officially open — but NVIDIA has already seized the moment, declaring the arrival of a "new era of PC."In this episode, we take a close look at three defining trends:1. NVIDIA moves into laptop silicon. After more than a decade away, NVIDIA returns to the consumer CPU arena with the N1 and N1X chips. According to supply-chain reports, the high-performance N1X is said to feature a 20-core Arm CPU and Blackwell-architecture graphics, with performance reportedly compared to the desktop-class RTX 5070. More significantly, this could mean the CUDA ecosystem running natively on a Windows-on-Arm laptop for the first time.2. Taiwan — the center of global AI. In his keynote, Huang revealed that NVIDIA's annual spending in Taiwan has grown to roughly $100 billion. The company is also planning an overseas headquarters called "Constellation," reportedly slated to open around 2030 and house some 4,000 employees. From TSMC's manufacturing to Foxconn's assembly, Taiwan has become the heart of what Huang envisions as the AI factory producing computational tokens.3. The rivals respond, and an industry test. Faced with NVIDIA's momentum, Intel has rolled out its Arc G3 chips built for handheld gaming devices, while Qualcomm defends its ground with a $300 entry-level Windows laptop platform. With DRAM and SSD costs climbing, Gartner projects PC prices will rise a notable 17% in 2026 — a real test of what every maker can deliver.歡迎來到 SIT Podcast。就在幾個小時前，全球科技界的目光都聚焦在台北流行音樂中心，NVIDIA 執行長黃仁勳發表了震撼產業的 GTC Taipei 主題演講。此時此刻，Computex 2026 的展覽大門尚未正式開啟，但 NVIDIA 已經先聲奪人，宣告了「PC 新紀元」的到來。在本集節目中，我們將深入解析三大關鍵趨勢：NVIDIA 跨足筆電矽晶片： NVIDIA 睽違十年重回消費型 CPU 戰場，推出 N1 與 N1X 晶片。根據供應鏈報告，高性能的 N1X 據傳搭載 20 核 Arm CPU 與 Blackwell 架構繪圖核心，其性能甚至被拿來與桌機等級的 RTX 5070 相比。更重要的是，這可能代表 CUDA 生態系將首度原生運行於 Windows-on-Arm 筆電。台灣——全球 AI 的中心： 黃仁勳在演講中透露，NVIDIA 每年在台灣的支出已增長至約 1,000 億美元。此外，NVIDIA 正計畫興建名為「Constellation」（星座）的海外總部，預計 2030 年啟用，將容納約 4,000 名員工。從台積電的製造到 Foxconn 的組裝，台灣已成為黃仁勳眼中生產「計算代幣」的 AI 工廠核心。競爭對手的回擊與產業逆風： 面對 NVIDIA 的強勢，Intel 隨即推出專為掌上型遊戲機設計的 Arc G3 晶片，Qualcomm 則以 300 美元的低價 Windows 筆電平台防守市場。然而，在 DRAM 與 SSD 成本飆升的壓力下，Gartner 預測 2026 年 PC 價格將大幅上漲 17%，這對所有廠商來說都是嚴峻的考驗。

Nvidia se ha convertido en la gran protagonista del panorama empresarial tras su participación en la feria Computex celebrada en Taipéi, donde presentó una serie de innovaciones tecnológicas destinadas a marcar el futuro del sector. La elección de Taiwán como escenario principal no ha sido casual. Su director ejecutivo, Jensen Huang, ya adelantó días atrás un ambicioso plan de inversión que podría alcanzar los 150.000 millones de dólares anuales en la isla. Durante la presentación inaugural se proyectó un vídeo en el que se mostraban varias instalaciones de la compañía en territorio taiwanés, además de poner en valor las alianzas estratégicas que mantiene con empresas locales de referencia como Foxconn y TSMC. Entre los anuncios más destacados figura el nuevo chip RTX Spark, destinado al mercado de ordenadores personales y fabricado por TSMC. Con este lanzamiento, Nvidia aspira a reforzar su posición frente a competidores de primer nivel como Intel, AMD, Qualcomm y Apple. El procesador, conocido como N1X, incorporará una GPU basada en la arquitectura Blackwell. Uno de sus principales atractivos será la integración avanzada de inteligencia artificial, permitiendo ejecutar modelos lingüísticos de hasta 120.000 millones de parámetros y manejar contextos de hasta un millón de tokens. En este proyecto, la colaboración con Microsoft desempeñará un papel fundamental mediante la adaptación de Windows 11 para aprovechar plenamente las capacidades de estos nuevos chips. Huang también dedicó parte de su intervención a presentar Vera Rubin, la nueva plataforma de inteligencia artificial de Nvidia. El directivo la definió como una auténtica supercomputadora diseñada específicamente para agentes de IA y destacó que representa un importante avance en la evolución de la informática moderna. Según explicó, empresas como OpenAI, Anthropic y SpaceX ya figuran entre los primeros usuarios de esta tecnología. Además, defendió que la expansión de los agentes inteligentes incrementará significativamente la demanda de capacidad computacional y contribuirá al crecimiento económico sin provocar una destrucción masiva de empleo. Otro de los anuncios relevantes de Computex fue la colaboración entre Nvidia y la compañía china Unitree, especializada en robots humanoides. Gracias a este acuerdo, investigadores de la Universidad de Stanford y de la Universidad de California en San Diego podrán utilizar estas plataformas robóticas en distintos proyectos de investigación. Sin embargo, la relación de Unitree con las autoridades chinas genera ciertas dudas regulatorias, especialmente en Estados Unidos, donde dicha vinculación podría dificultar o ralentizar la adopción de esta tecnología en determinados ámbitos.

Foxconn i tajwańska organizacja TEEMA ogłosiły plany budowy parku technologicznego w Polsce. Lokalizacja zostanie ogłoszona 22 czerwca podczas Taiwan Expo w Warszawie. O tym, dlaczego Tajwan stał się sercem światowej technologii, mówi Wiceminister Rozwoju i Technologii Michał Jaros.Kup subskrypcję „Rzeczpospolitej” pod adresem: https://czytaj.rp.pl

Der DAX geht mit einem Mini-Plus von 0,1 % bei 25.105 Punkten ins Wochenende und bleibt in Schlagdistanz zum Rekord von 25.508 Punkten. Hoffnung auf einen Friedensdeal im Iran-Krieg und sinkende Ölpreise stützen die Stimmung. Brent verliert 1,5 %, WTI fällt um 1,2 % auf unter 90 USD. Gold steigt dagegen rund 1,5 % auf 4.570 USD. An der Wall Street markieren Dow Jones, S&P 500 und Nasdaq neue Höchststände. Der große Gewinner ist Dell: Die Aktie springt um 39 %, nachdem der Konzern die Jahresprognose für KI-Hochleistungsrechner um 20 % angehoben hat. Auch Hewlett Packard, Super Micro Computer und HP legen kräftig zu. Raumfahrtwerte geraten dagegen nach der Explosion einer Blue-Origin-Rakete unter Druck. Bei den Firmenmeldungen hilft die Dividendensaison dem DAX mit rund 600 Punkten Rückenwind. Gap und American Eagle brechen nach schwachen Prognosen ein. Foxconn erhöht wegen KI die Investitionen um 30 %. BMW läuft in Europa stark, China bleibt schwierig. CTS Eventim springt nach 23 % Umsatzplus an. Amazon wird in Australien wegen Produktsicherheit verklagt. Und zum Schluss die Börsenweisheit des Tages. Sie kommt von John C. Bogle: "Suchen Sie nicht die Nadel im Heuhaufen. Kaufen Sie den Heuhaufen."

Chris and Hector break down a major ransomware attack on Foxconn, the growing strain AI data centers are putting on power grids, and new allegations surrounding Microsoft security and cloud infrastructure. They also discuss insider threats, ransomware leaks, BitLocker concerns, and why cybersecurity vendors continue to overwhelm the industry with noise instead of solutions. Join our Patreon for weekly bonus episodes: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/c/hackerandthefed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Send HATF your questions at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠questions@hackerandthefed.com

Damos un repaso rápido a Apple TV antes de meternos en harina. Ángel entrevistó a Kyle Andeer, vicepresidente de Apple, y explica cómo las exigencias de Bruselas para abrir el sistema operativo a terceros chocan frontalmente con las políticas de privacidad y seguridad de la compañía. Además, debatimos sobre el conflicto emergente con OpenAI, cuyos directivos estarían considerando tomar medidas legales o expresar su frustración debido a que los retrasos en la nueva versión de Siri han diluido la exclusividad y el beneficio esperado de su acuerdo inicial con Apple.Nos quedamos ojipláticos ante el nuevo Googlebook, y encajamos la verdad sobre el Macbook Neo de Álex.Por otro lado, exploramos los rumores más llamativos de cara a la próxima WWDC, destacando las novedades que podríamos ver en el ecosistema móvil, como la llegada de los "Genmojis" generados por IA, una interfaz de cámara mucho más profesional y personalizable, y un esperado botón en pantalla para deshacer acciones.erminamos comentando el sorprendente éxito en los premios de diseño de Liquid Glass, y analizamos el reciente hackeo a una fábrica de Foxconn en Estados Unidos, fantaseando con humor sobre lo que implicaría una filtración masiva de los secretos industriales y proyectos cancelados de Cupertino. Anthropic's Mythos Found Bugs in Apple's MacOS - WSJ Apple's F1 Streaming Ambitions Hit Wall as Sky Renews European Rights - MacRumors How Apple TV's Upcoming Fantasy Show Could Run for 10+ Seasons (& Might Not End Until the 2040s) - ComicBook.com MacBook Neo Processor Benchmarks: A18 Pro CPU vs M1 and M4 Apple criticises EU measures to help AI rivals access Google services Reuters Apple Project Files Allegedly Stolen in Foxconn Ransomware Attack - MacRumors EU iPhone Users Get AirPods-Like Pairing and Notification Forwarding for Third-Party Wearables in iOS 26.5 - MacRumors Googlebook: Designed for Gemini Intelligence Coming Fall 2026 - Googlebook Meet - awm-zzhz-fda Foxconn confirms cyberattack after Nitrogen claims Apple, Nvidia data theft Apple criticises EU measures to help AI rivals access Google services Reuters Apple frente a la Ley de Mercados Digitales: "Nos están obligando a dejar funciones fuera de Europa" Creadores EU iPhone Users Get AirPods-Like Pairing and Notification Forwarding for Third-Party Wearables in iOS 26.5 - MacRumors Dazn se hace con los derechos de la Fórmula 1 en España hasta 2026 Palco23 Anexo:Derechos audiovisuales de Fórmula 1 - Wikipedia, la enciclopedia libre TV Shows on Apple TV (May 2026) Rotten Tomatoes How Apple TV's Upcoming Fantasy Show Could Run for 10+ Seasons (& Might Not End Until the 2040s) - ComicBook.com Satisfacción garantizada - Apple TV Press (ES) OpenAI preparing ‘legal action' against Apple over Siri partnership: report - 9to5Mac La cámara del iPhone sería totalmente personalizable en la próxima actualización de Apple - Infobae What award did Liquid Glass win? Apple Project Files Allegedly Stolen in Foxconn Ransomware Attack - MacRumors

Het lijkt wel 2007. De kapitaalmarktrente staat op niveaus die al decennia niet zijn gezien. De rente op Amerikaanse schuldpapieren stijgen in rap tempo, vanwege een aankomende inflatieschok, oorlog en oplopende staatsschulden. Maar het lijkt alsof het op de aandelenmarkt allemaal niks uitmaakt. Daar blijven de recordstanden gewoon overeind. Worden die risico's wel serieus genomen? Je hoort het deze aflevering. Dan hoor je ook over Tesla. Dat heeft een probleem: topman Elon Musk. Met zijn andere hobby - SpaceX - dreigt hij Tesla-beleggers weg te lokken. Analisten denken dat die Musk-fanboys hun geld straks uit Tesla gaan halen, en in SpaceX gaan steken zodra de beursgang een feit is. Zou dat een slimme zet zijn voor die beleggers? En wat betekent het voor het aandeel Tesla? Verder hebben we het over een plan van de Amerikaanse beurswaakhond. Die wil de cryptomarkt verder vervlechten met de beurs. Het moet mogelijk worden om ook tokens van aandelen te kopen. We schakelen vriend van de show Daniël Mol van de Cryptocast in om een oordeel te vellen over de plannen. Te gast: Jim Tehupuring, van 1Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

En este programa de ClickCiber analizamos el avance de Claude frente a OpenAI y el ciberataque masivo a Foxconn. Explicamos la llegada de Bizum a los datáfonos físicos mediante NFC , alertando sobre las nuevas estafas de activación. Además, en el monográfico revelamos por qué los ciberdelincuentes ya no buscan tu contraseña sino suplantar tu identidad digital , y cerramos descubriendo el "Greenternet" y el enorme coste energético oculto de la red y la IA. Equipo y Producción: Presentado por: Carlos Lillo. Colaboradores: Rubén Carrasco y Israel Devesa. Producido por: Global Click Comunicación. Patrocinadores: Nettaro, Cyber Gurú, Semperis, V-Valley y Kaspersky. Realización: Paula Martínez | Ayudante de realización: Javier Calleja. Conecta con nosotros: www.clickradiotv.com | www.clickciber.com WhatsApp: 686 650 167 | Redes sociales: @clickradiotvoficial ️ Podcasts: Ivoox, Amazon Music, Spotify y Google Podcast. #clickradiotv #globalclickcomunicacion #radioytv #newsclickciber #ciberseguridad

Het lijkt wel 2007. De kapitaalmarktrente staat op niveaus die al decennia niet zijn gezien. De rente op Amerikaanse schuldpapieren stijgen in rap tempo, vanwege een aankomende inflatieschok, oorlog en oplopende staatsschulden. Maar het lijkt alsof het op de aandelenmarkt allemaal niks uitmaakt. Daar blijven de recordstanden gewoon overeind. Worden die risico's wel serieus genomen? Je hoort het deze aflevering. Dan hoor je ook over Tesla. Dat heeft een probleem: topman Elon Musk. Met zijn andere hobby - SpaceX - dreigt hij Tesla-beleggers weg te lokken. Analisten denken dat die Musk-fanboys hun geld straks uit Tesla gaan halen, en in SpaceX gaan steken zodra de beursgang een feit is. Zou dat een slimme zet zijn voor die beleggers? En wat betekent het voor het aandeel Tesla? Verder hebben we het over een plan van de Amerikaanse beurswaakhond. Die wil de cryptomarkt verder vervlechten met de beurs. Het moet mogelijk worden om ook tokens van aandelen te kopen. We schakelen vriend van de show Daniël Mol van de Cryptocast in om een oordeel te vellen over de plannen. Te gast: Jim Tehupuring, van 1Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Sailpoint, Skoda, Best Western Hotels, DigiCert, Foxconn, and OpenAI are having a not great week...

Foxconn confirms North American factory attack BitLocker zero-day accesses protected drives MDASH patches 16 Windows flaws Get the show notes here: https://cisoseries.com/cybersecurity-news-foxconn-factory-attacks-bitlocker-zero-day-accesses-protected-drives-mdash-patches-windows-flaws/↗ Huge thanks to our episode sponsor, Doppel  Social engineering attacks look trustworthy — a routine request, an internal email, a familiar face on a call.   But Doppel sees through the disguise. Our AI-native platform detects and disrupts attacks across every channel, while training employees to recognize deepfakes and deception.   We fight relentlessly to protect your business, brand, and people.   Doppel. Outpacing what's next in social engineering.   Learn more at doppel.com.  

El programa 2873 de Radiogeek, les habló de varios temas importantes. El teléfono Trump T1 se enviará a finales de esta semana, según el director ejecutivo de la compañía; WhatsApp incorporará un modo de "chat incógnito" para conversaciones privadas con inteligencia artificial; Samsung se enfrenta a una huelga; Un Samsung Galaxy S24 explotó en la mano de su usuario en Corea del Sur; OpenAI en el banquillo: una familia demanda a la empresa tras la muerte de su hijo por consejo de ChatGPT; Foxconn sufrió un ciberataque en sus fábricas norteamericanas y por último La aplicación Cámara de iOS 27 finalmente incorpora los controles profesionales que los fotógrafos de iPhone tanto deseaban. Toda esta información la pueden encontrar desde nuestra web www.infosertec.com.ar o bien desde el canal de Telegram/Whastapp, o Instagram. Esperamos sus comentarios.

Send us Fan MailEight terabytes of stolen schematics is not just a scary number, it is a reminder that cyber risk becomes business risk fast. We start with the Wired report on the Foxconn ransomware attack and unpack what a claim like that could mean in the real world: intellectual property exposure, supply chain disruption, customer impact, and the uncomfortable truth that recovery is only one part of the story when data walks out the door.From there, we switch into CISSP Domain 7 Security Operations mode and work through practical exam-style questions with the “how would this hold up at work” mindset. We break down why live forensics imaging can be the right call during an insider threat investigation, using the order of volatility and the kinds of RAM artifacts that disappear the moment you shut a machine down. We also tackle a Patch Tuesday nightmare scenario where a CVSS 9.8 vulnerability is already being exploited but the change advisory board will not meet for ten days, and we explain why an emergency change process plus compensating controls is the mature security operations answer.We also cover a common privileged access failure where a domain admin uses an elevated account for email and browsing, and how least privilege plus a privileged access workstation (PAW) architecture can prevent a single phish from becoming domain compromise. Finally, we sharpen the fundamentals with an RTO/RPO recovery timeline question and a SIEM brute force threshold miss that illustrates false negatives and the need for better tuning and behavioural baselines.Subscribe for weekly CISSP training, share this with a study partner, and leave a review so more security pros can find the show. What topic do you want me to turn into practice questions next?Gain exclusive access to 360 FREE CISSP Practice Questions at FreeCISSPQuestions.com and have them delivered directly to your inbox!  Don't miss this valuable opportunity to strengthen your CISSP exam preparation and boost your chances of certification success. Join now and start your journey toward CISSP mastery today!

Patch Tuesday. Global agencies update SBOM guidance. Iran-linked espionage group Seedworm breached a major South Korean electronics manufacturer. A telehealth platform breach affects 716,000. Foxconn confirms a cyberattack. Maria Varmazis has an update on orbital data centers. A lawmaker questions surveillance pricing. Brandon Karpf, friend of the show, is talking with Dave about "Japan's space systems face growing cybersecurity threats." Robotic lawnmowers on the cutting edge. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today Brandon Karpf, friend of the show, is talking with Dave about "Japan's space systems face growing cybersecurity threats." Selected Reading Microsoft Fixes 17 Critical Flaws in May Patch Tuesday (Infosecurity Magazine) Microsoft Patches Critical Zero-Click Outlook Vulnerability Threatening Enterprises (SecurityWeek) Adobe Patches 52 Vulnerabilities in 10 Products (SecurityWeek) Fortinet, Ivanti Patch Critical Vulnerabilities (SecurityWeek) Chipmaker Patch Tuesday: Intel and AMD   70 Vulnerabilities (SecurityWeek) ICS Patch Tuesday: New Security Advisories From Siemens, Schneider, CISA (SecurityWeek) Global Cyber Agencies Issue New SBOMs for AI Guidance to Tackle AI Supply Chain Risks (Infosecurity Magazine) Seedworm: Iran-Linked Hackers Breached Korean Electronics Maker in Global Spying Campaign (SECURITY.COM) 716,000 Impacted by OpenLoop Health Data Breach (SecurityWeek) Foxconn confirms cyberattack after ransomware crew claims it stole confidential Apple, Nvidia files (The Register) Congressman launches inquiry into how food retailers use surveillance pricing (The Record) Orbital Inference Data Center Bets On Space GPUs (IEEE Spectrum) Cowboy Space raises $275 million to launch AI data centers on brand-new rocket (Space.com) Yarbo responds to robot flaws that could mow down their owners (Malwarebytes) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Cybercrime Wire, hosted by Scott Schober, provides boardroom and C-suite executives, CIOs, CSOs, CISOs, IT executives and cybersecurity professionals with a breaking news story we're following. If there's a cyberattack, hack, or data breach you should know about, then we're on it. Listen to the podcast daily and hear it every hour on WCYB. The Cybercrime Wire is brought to you Cybercrime Magazine, Page ONE for Cybersecurity at https://cybercrimemagazine.com. • For more breaking news, visit https://cybercrimewire.com

Geert Potjewijd wordt de nieuwe voorzitter van de Autoriteit Persoonsgegevens. De privacy-advocaat verdedigde eerder TikTok, Meta, Uber en Avast in privacyzaken, soms met de AP zelf als tegenpartij. Stijn Goossens bespreekt het in deze Tech Update. Geert Potjewijd volgt Aleid Wolfsen op als voorzitter van de Autoriteit Persoonsgegevens, na tien jaar onder diens leiding. Potjewijd is momenteel nog partner bij advocatenkantoor De Brauw Blackstone Westbroek, waar hij gespecialiseerd is in privacy en digitale veiligheid. Zijn achtergrond is opvallend: Potjewijd vertegenwoordigde grote techbedrijven als TikTok, Meta, Uber en Avast in privacyzaken, terwijl de AP in sommige van die zaken juist de aanklager was. De AP zelf benadrukt die buitenwereld-ervaring als een pluspunt: de vice-voorzitter stelt dat Potjewijd "letterlijk de buitenwereld binnenbrengt." Potjewijd zal de komende vijf jaar voorzitter zijn. Hij noemt AI en digitalisering als centrale thema's. De AP kampt al langere tijd met personeelstekorten, wat de slagkracht als toezichthouder onder druk zet. De vraag is of Potjewijd, met zijn ervaring aan de andere kant van de tafel, die slagkracht kan versterken. Verder in deze Tech Update ECB roept Europese banken op zich voor te bereiden op AI-gedreven cyberaanvallen. ECB-bestuurslid Frank Elderson wijst op het risico van het AI-model Mythos van Anthropic, dat razendsnel beveiligingslekken kan opsporen. Europese banken hebben nog geen toegang tot het model, maar Elderson stelt dat dit geen reden is om niet nu al actie te ondernemen. Hackersgroep Nitrogen Group claimt meer dan 8 terabyte aan data gestolen te hebben bij Foxconn. De aanval zou ruim 11 miljoen documenten hebben opgeleverd, waaronder technische documenten van Apple, Intel, Google en Nvidia. Foxconn heeft de aanval bevestigd en meldt IT-storingen bij diverse Amerikaanse fabrieken. See omnystudio.com/listener for privacy information.

Thursday, May 9th, 2024 Marjorie Taylor Greene is beginning her effort to remove Speaker Johnson; the Georgia court of appeals has granted Trump's motion to reconsider the removal of DA Fani Willis; Judge Aileen Cannon indefinitely postpones the Trump espionage case; Nikki Haley nets 22% of the vote in the Indiana Republican primary; Biden takes aim at Trump for failed Foxconn project with a visit to Microsoft's new site in Wisconsin; the Pentagon confirms that the Biden administration stopped a shipment of bombs to Israel; Kevin McCarthy is escalating his war against Matt Gaetz; RFK Jr has literal brain worms; plus Allison and Dana deliver your Good News. Our Guest Jena Friedman: Not Funny by Jena Friedman https://www.simonandschuster.com/books/Not-Funny/Jena-Friedman/9781982178291 Twitter https://twitter.com/JenaFriedman Instagram https://www.instagram.com/jenafriedman TikTok https://www.tiktok.com/@jenafriedman Soft Focus with Jena Friedman | Adult Swim (Youtube) Haley won 1 in 5 Indiana Republican voters in the presidential primary. She left the race in March (AP News) Court of Appeals to consider DA Fani Willis removal in Trump Georgia election case (AJC) McCarthy vs. Gaetz: The GOP's never-ending feud (Politico) Biden takes aim at Trump for failed Foxconn project with visit to Microsoft's new site in Wisconsin (CNN) Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paris Marx is joined by Brian Merchant to discuss Apple's announcement that Tim Cook is stepping down as CEO, including his history and legacy, and what may be next for the company. Brian Merchant is the author of The One Device and Blood in the Machine and writes a newsletter of the same name. Tech Won't Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon. The podcast is made in partnership with The Nation. Production is by Kyla Hewson. Also mentioned in this episode: Brian's most recent newsletter covers Tim Cook's stepping down, as well as Palantir's manifesto. Brian has previously written about Foxconn's working conditions. Brian mentioned Patrick McGee's book Apple in China.

In this episode, Ray Cochrane unpacks Anthropic’s Mythos model and the Treasury’s emergency meetings with Wall Street, then digs into Apple’s vibe-coding crackdown and a gaming-anxiety study that hit way too close to home. Also covered: Verge’s solid-state motorcycle, UBTech humanoid robot sales jumping 23-fold, Japan’s first osmotic power plant, Finland’s permanent nuclear waste vault, Ghostty landing in Ubuntu, Cloudflare’s EmDash CMS, and a Claude Code skill that talks like a caveman. – Want to start a podcast? It’s easy to get started! Sign up at Blubrry – Thinking of buying a Starlink? Use my link to support the show. Subscribe to the Newsletter. Email Ray if you want to get in touch! Like and Follow Geek News Central’s Facebook Page. Support my Show Sponsor: Best Godaddy Promo Codes Get 1Password Full Summary Cochrane opens the show by framing Anthropic’s new Mythos model as the AlphaGo moment for cybersecurity. From there, the episode moves through Apple’s pushback against AI-generated apps, a gaming anxiety study with a deeply personal hook, a series of “first to ship” energy and robotics wins out of Finland, China, and Japan, and several developer-tool stories that show how quickly the economics of software are shifting. Mythos, the Detection Ceiling, and Wall Street’s Emergency Response Anthropic’s Mythos model has Wall Street rattled. Operating autonomously, Mythos found and demonstrated the exploitation of a 27-year-old TCP SACK bug in OpenBSD, an operating system famous for being one of the most security-focused on the planet. Per Anthropic’s red team, over 99% of the vulnerabilities Mythos has identified remain unpatched. The researchers’ conclusion is blunt: “the moat in AI cybersecurity is the system, not the model.” The policy response moved fast. On April 7th, Treasury Secretary Bessent and Fed Chair Jerome Powell pulled the CEOs of Goldman Sachs, Citi, Bank of America, and Morgan Stanley into Treasury headquarters on short notice. All four banks are now testing Mythos internally. Treasury CIO Sam Corcos is also seeking direct access. Anthropic is gating distribution through Project Glasswing, a limited-access program with JPMorgan, Apple, Google, Microsoft, and Nvidia. Cochrane comes down firmly behind Anthropic’s gated approach. Because a 5.1-billion-parameter open model can apparently recover the core analysis chain for the OpenBSD flaw, this capability is not locked behind Frontier Compute. He wants the critical infrastructure hardened before the public gets keys. However, he also notes the bigger lesson is about human wisdom: people offloading all their thinking to AI lose out on the wisdom that makes any of these tools genuinely useful. Apple Bans Vibe Coding Apps from the App Store Apple has been quietly pushing back against what people are calling “vibe coding” apps. Replit, Vibecode, and an app called Anything all run AI models on the phone and produce working software that runs inside the host app. Apple cites Guideline 2.5.2, in effect since 2017, which requires apps to be self-contained. Replit and Vibecode had their App Store updates blocked. Anything was pulled in late March, briefly restored on April 3rd, and then pulled the same day again. The forcing function is volume. App Store submissions jumped 84% in a single quarter as vibe coding tools flooded Apple’s review queue with AI-generated apps. Cochrane thinks Apple is justified, given the security issues swirling around the Vibe coding ecosystem. Even a beautiful diamond gets lost in a sea of sand, and that flood is exactly what Apple is trying to manage. The company behind Anything is now pivoting to iMessage, desktop, and Android. Playing Video Games to Win Is Linked to Higher Anxiety Cochrane gets personal on this one. Through high school and his early 20s, he was deeply addicted to League of Legends. His dad teased him about it constantly. In the last few years of that addiction, his body would go ice cold and shake every ranked match before. His partner identified it as a panic attack. The moment that happened, he quit. Today, he no longer shakes. The new study lines up with his experience. Researchers Kayleigh Watters and Mikael Rubin at Palo Alto University analyzed a publicly available database of 13,464 adult gamers, most of whom primarily played League of Legends. Players who game to win show higher generalized anxiety but actually play fewer hours, since performance pressure pushes them out. Players who game to relax show strong links between social anxiety avoidance and more hours played. The study appeared in the Journal of Affective Disorders. The headline framing of “playing to win makes you anxious” misses the point. The real finding is more interesting: gaming for avoidance and gaming for competition are both warning signs, for different reasons. Cochrane notes that the League of Legends community’s toxicity has been a running joke for years, and this study suggests the game’s structure may have been manufacturing the anxiety that fueled it. Sponsor: GoDaddy Economy hosting is $6.99/month, WordPress hosting is $12.99/month, and domains are $11.99. Both hosting plans include a free domain, professional email, and SSL certificate. Go to geeknewscentral.com/godaddy for the best pricing and to directly support this independent show. Verge Motorcycle: World’s First Production All-Solid-State Battery Cochrane filled his tank for $60 today, which made this story land especially hard. His mom has driven electric for years and patiently manages a 90-mile real-world range. The next-generation answer is already shipping. Verge Motorcycles, a Finnish company, is the first production vehicle of any kind with an all-solid-state battery. Their 2026 bikes ship in Q1 with a pack from Donut Lab, another Finnish outfit spun out of Verge. The numbers are bonkers. The pack delivers an energy density of 400 Wh/kg, roughly double that of current Tesla cells. It sustains 100kW charging, hits full charge in about 5 minutes in the lab and 12 minutes on the actual bike, and the long-range version covers 600 kilometers (about 370 miles) per charge. Toyota, QuantumScape, and Samsung SDI have all been telling us that solid-state is coming in 2027 to 2030. A Finnish motorcycle company shipping in Q1 2026 just embarrassed them all. UBTech Humanoid Robot Sales Jump 23-Fold UBTech dropped its 2025 annual earnings on April 1st. Humanoid robot revenue hit 820 million yuan, roughly $119 million USD, up 2,203% from 35.6 million yuan the year before. Unit sales went from 3 robots in 2024 to 1,079 in 2025. Shares jumped 14% on the announcement. The customer list is a real industrial deployment: BYD, Foxconn, Geely, FAW-Volkswagen, and Audi. The flagship is the Walker S2, with UBTech targeting 5,000 units in 2026 and 10,000 in 2027. Cochrane is honest about what this means. He does not think we are heading for an extinction event, but worker displacement is a real concern. The US has no universal income or universal healthcare. The people affected are not white-collar managers. They are everyday line workers who already make the least on the ladder. Work efficiency reportedly doubles when these robots arrive, which is a company-side win, but the humans they replace are not getting half a year of gardening leave to retrain. He invites the listener to take on this one directly. Japan Switches On Asia’s First Osmotic Power Plant In August 2025, Fukuoka’s Seawater Desalination Center quietly opened Asia’s first osmotic power facility. It generates about 880,000 kilowatt-hours per year, enough for roughly 220 homes. It is only the second operational osmotic plant in the world, after Mariager, Denmark, in 2023. Osmotic generation uses a salinity gradient: fresh water on one side of a membrane, salt water on the other, and the pressure difference spins a turbine. The clever part is what Fukuoka does with desalination brine. Instead of regular seawater, the plant uses concentrated brine left over from the desalination process. This amplifies the salt gradient and squeezes more energy out of the same membrane. The result is a closed-loop partnership: the desalination facility produces drinking water and leaves brine behind, the osmotic plant turns the brine into electricity, and that electricity runs the desalination facility. Every desalination plant on Earth produces brine, so if Fukuoka’s co-located model works, the same pattern could be replicated across hundreds of plants worldwide. Japan’s Luna Ring Solar Moon Proposal Goes Viral Again Shimizu Corporation’s Luna Ring concept is making the rounds again. The pitch: a 6,800-mile belt of solar panels around the Moon’s equator, beaming microwave power back to Earth. Project lead Tetsuji Yoshida has long argued that a full ring could eliminate fossil fuel dependence entirely. The proposal first surfaced in 2013, has no funding, no government endorsement, and no concrete cost estimate. Shimizu has not put any active development behind it. Cochrane finds the concept fun every time it resurfaces. However, this would have to be a worldwide effort in the truest sense, with treaties, a new generation of launch economics, and microwave power transmission at a scale nobody has demonstrated. Beaming the power back to Earth has always been one of the biggest practical holdbacks. The Luna Ring is inspirational, but not shipping. Finland’s Onkalo Nuclear Waste Vault Opens Finland’s Onkalo facility is the world’s first permanent deep geologic repository for spent nuclear fuel. Operated by Posiva, the facility is buried about 430 meters down in 1.9-billion-year-old bedrock. It is designed to hold up to 6,500 tons of spent fuel and operate until the 2120s. The construction costs about €1 billion, with operating and closure adding roughly €4 billion more before the program is done. The catch is that radioactivity remains dangerous for hundreds of thousands of years. Edwin Lyman, director of nuclear power safety at the Union of Concerned Scientists, warned that the copper canisters will eventually corrode, with different scientific opinions on how fast. Geologic disposal remains “fraught with uncertainties,” and we have never validated an engineered system across a 100,000-year time frame. The bet is that the rock and copper outlast the radioactivity. Cochrane sees Onkalo as time-buying rather than a final answer. It is more of a bank holding spent fuel while science catches up. He prefers it to Japan’s ongoing approach of releasing tritium-treated water from Fukushima Daiichi into the Pacific, even though the dilution is well below WHO drinking water guidelines. Burying the waste in an insurmountable containment strikes him as the more honest answer to a problem nobody knows how to truly solve. Ghostty Terminal Lands in the Ubuntu Repos Ghostty 1.3.0 is now available in Ubuntu 26.04 LTS’s universe repository. The install is simply `sudo apt install ghostty`, no PPAs, no Snap, no Nix, no building from source. Ghostty was created by Mitchell Hashimoto, co-founder of HashiCorp. It is GPU-accelerated, uses native Swift on macOS and native GTK4 with libadwaita on Linux, and supports tabs, splits, profiles, ligatures, and the Kitty graphics protocol. Cochrane recently caught Hashimoto on a podcast, where he walked through his agentic coding workflow. Ghostty is being actively built using AI harnesses like Claude Code and Codex. Hashimoto told a story in which Codex fixed a six-month-old bug in 45 minutes, for a total API cost of $4.14. Personally, Cochrane uses WezTerm, but he is excited to see Ghostty become more widely available with a native UI rather than Electron. Borgo: Rethinking Go Using Rust Analytics India Magazine profiled Borgo, a programming language by developer Marco Sampellegrini (GitHub: alpacaaa). Borgo is statically typed with Rust-like syntax, but it compiles to Go and uses the Go runtime and garbage collector. It includes sum types (Option and Result), pattern matching, and full compatibility with existing Go packages. Notably, it removes Rust’s borrow checker and lifetimes entirely. Borgo is not new. It first appeared on Hacker News in 2023, with a RustLab talk in 2024. The 2026 angle is a renewed look at it through the lens of AI coding agents, since type-rich languages like Rust have been showing outsized productivity gains. Cochrane is a fan of Rust and stands by the borrow checker, but he enjoys these exploratory languages for what they reveal about what developers actually want. Caveman: A Claude Code Skill That Cuts 65% of Tokens Developer Julius Brussee built a Claude Code skill called Caveman that forces Claude to respond in stripped-down fragments. No articles, no “just,” no “really,” no pleasantries, no hedging. The tagline is “why use many token when few token do trick.” Across 10 real dev tasks, Caveman mode averaged 294 tokens per response, compared to 1,214 in normal mode. That is a 65% drop in output tokens. The project is MIT licensed with three intensity levels: lite, full, and ultra. Cochrane stumbled across the project online and shared it with a classmate who had been complaining about token costs. The classmate now insists that “the caveman is the only way to live.” Cochrane has not made the switch, but the bigger point lands. If a community plugin can cut 65% of tokens without correctness regressions, the labs are shipping verbose-by-default and charging users for the privilege. He suspects verbose output makes models feel more trustworthy, even when the token math says otherwise. Cloudflare Launches EmDash as a WordPress Successor Cloudflare released EmDash on April 9th, an open-source, MIT-licensed, TypeScript-based CMS pitched as the spiritual successor to WordPress. The big flex is that it was built in 60 days using AI coding agents. EmDash runs on Astro 6.0, either on Cloudflare’s edge platform or on a standard Node.js server. The plugin security model uses sandboxed Dynamic Workers with explicit permissions, addressing the architecture flaw that Cloudflare says causes 96% of WordPress vulnerabilities. Cochrane could not resist pointing out the irony of the name. The em dash has become the trademark giveaway that an AI was involved in writing. He has reservations about whether EmDash will succeed. WordPress is extremely hard to unseat, plenty of “WordPress killers” have come and gone, and the ecosystem is twenty-plus years deep. He is curious to see what comes next but not optimistic. Google Open-Sources the DESIGN.md Format Google Labs open-sourced the DESIGN.md format used by Stitch, their AI UI design tool. DESIGN.md is a declarative file capturing a project’s design system, colors, typography, and spacing in a way AI agents can read and apply. Cochrane has tried Stitch personally and finds it impressive at producing web designs. He has also seen DESIGN.md-style files already start appearing in repositories. He sees this kind of file becoming a new paradigm for agentic design, alongside robots.txt and llms.txt. However, he worries about a side effect. If everyone uses the same standardized format and the same AI tools, the web could become a homogeneous set of sites that all look the same. He is enthusiastic about the standardization but hopes designers continue to push for genuinely unique work. A 13-Liter PC With a Water Loop Built Into the Case Geeky Gadgets covered a build by “Visual Thinker”, a 13-liter mini-ITX case with custom SLA-printed water distribution plates built directly into the chassis. Instead of traditional soft tubing, plates channel coolant between the CPU and GPU blocks and are sealed with TPU and silicone molds. The case supports a full-size GPU and an SFX power supply. No thermal benchmarks, parts list, or pricing have been published. It is a one-off you cannot buy. Cochrane sees this as a sign of where PC building has gone in 2026. Modern mid-grade GPUs run nearly every recent game, so raw performance is no longer the differentiator. He likes seeing builders lean into design and craft rather than just stuffing the most powerful parts into a box. He admits he is the traditional type and built his own machine to maximize parts, but the design-first direction is a healthy evolution for the hobby. To close out the show, Cochrane recommends Pocket Casts as a podcast app. He finds it picks up new episodes very quickly. Big thanks to GoDaddy for over twenty years of keeping this show on the air, and a reminder that every promo code use is like writing a check to the show. The post Mythos: Cybersecurity’s AlphaGo Moment #1862 appeared first on Geek News Central.

Rivian Automotive's stock soared by more than 8% in premarket trading on Thursday, after Uber announced it would invest up to $1.25 billion in the electric vehicle maker—whose shares have plummeted in a years-long rout—to deploy tens of thousands of robotaxis across the U.S. by the next decade. Key Facts Shares of Rivan jumped 8.2% in premarket trading on Thursday, marking what would be a slight rebound for the stock after stumbling by more than 14% this year. Uber said Thursday it would invest up to $1.25 billion in Rivian through 2031, with plans to purchase 10,000 of Rivian's upcoming R2 vehicle and an option to buy an additional 40,000 robotaxis in 2030. An initial $300 million investment from Uber to Rivian is expected shortly after the deal's signing and is subject to regulatory approval, Uber said. The R2 robotaxis are expected to be available through Uber in 25 cities across the U.S., Canada and Europe, with San Francisco and Miami as the launching sites in 2028, the companies said.  Uber's Robotaxi Expansion: From Rivian To Nvidia Uber has announced several partnerships over the last year as it competes with the Alphabet-backed Waymo in the robotaxi market. The company announced a strategic partnership with the Amazon-backed Zoox last week, with plans for Zoox's robotaxis to be made available through Uber by 2027. In October, Stellantis announced a joint project with Uber, Nvidia and Foxconn, with plans for Uber to deploy robotaxis from the automotive conglomerate—spanning Jeep, Dodge, Chrysler and more—in the U.S. That same day, Nvidia said it was partnering with Uber to increase Uber's autonomous vehicle fleet to 100,000, starting in 2027. Lucid, in September 2025, announced a $300 million investment from Uber, which said it would later deploy Lucid's robotaxis. Read the full story on Forbes: https://www.forbes.com/sites/tylerroush/2026/03/19/rivian-shares-rally-8-after-uber-invests-up-to-125-billion-in-robotaxi-deal/ Learn more about your ad choices. Visit megaphone.fm/adchoices

WWJ auto analyst John McElroy reports Ceer is staffed by executives with global automotive experience including several from GM. The automaker will come out with an EV that will be sold throughout the Mideast. Foxconn, Hyundai and BMW are all involved.

ลองจินตนาการดูว่า บริษัทยักษ์ใหญ่ระดับตำนานของญี่ปุ่นที่มีอายุยาวนานกว่าร้อยปี และเป็นความภาคภูมิใจของชาติ จะต้องยอมขายกิจการให้กับบริษัทต่างชาติ… เกิดอะไรขึ้นกับ Sharp อดีตราชาแห่งทีวีผู้บุกเบิกเทคโนโลยีจอภาพระดับโลก ถึงก้าวพลาดจนขาดทุนมหาศาลและเกือบจะล้มละลาย จนสุดท้ายต้องยอมให้ Foxconn ยักษ์ใหญ่จากไต้หวัน เข้ามาเทกโอเวอร์กิจการไปอย่างสมบูรณ์ จากผู้สร้างนวัตกรรมเปลี่ยนโลก สู่จุดที่ต้องให้คนอื่นเข้ามาช่วยกอบกู้วิกฤต มหากาพย์การเข้าซื้อกิจการครั้งประวัติศาสตร์นี้มีเบื้องหลังอย่างไร และความพ่ายแพ้ของ Sharp สอนบทเรียนธุรกิจอะไรให้เราบ้าง เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ =========================  สนับสนุนโดย =========================

Xăng dầu tăng giá là hệ quả rõ nhất có thể thấy ở Việt Nam do chiến tranh Trung Đông. Tình hình xung đột kéo dài và nguy cơ gián đoạn tại eo biển Hormuz đặt Việt Nam trước nhiều thách thức kinh tế và thương mại. Chi phí sản xuất và vận tải đội giá, ảnh hưởng trực tiếp đến các ngành công nghiệp quan trọng. Chuỗi cung ứng toàn cầu bị gián đoạn, nguyên liệu nhập khẩu trở nên khan hiếm. Những biến động này làm giảm tính cạnh tranh của hàng Việt tại các thị trường trọng điểm như Liên Hiệp Châu Âu, Hoa Kỳ. Nền kinh tế toàn cầu xấu đi cũng không phải là dấu hiệu tốt cho Việt Nam vì một phần lớn tăng trưởng dựa vào xuất khẩu. Chi phí gia tăng còn có nguy cơ đẩy lạm phát lên cao. Tất cả những thách này đòi hỏi Việt Nam cần có những giải pháp ứng phó nhanh và hiệu quả. Trên đây là một số nhận định của nhà nghiên cứu Laurent Gédéon, giảng viên tại Đại học Công giáo Lyon (UCLy) chuyên ngành khoa học chính trị, thành viên của Viện Đông Á tại Trường Sư phạm Lyon (ENS de Lyon), khi trả lời phỏng vấn RFI Tiếng Việt ngày 12/03/2026. RFI : Cuộc chiến bùng nổ ở Trung Đông đang gây ra những ảnh hưởng sâu rộng đến nhiều lĩnh vực và hầu hết các quốc gia trên thế giới, trong đó có Việt Nam. Trung Đông có vai trò như thế nào trong quan hệ kinh tế và thương mại của Việt Nam hiện nay ? Laurent Gédéon : Kim ngạch thương mại giữa Việt Nam và Trung Đông còn khá hạn chế, với xuất khẩu sang khu vực này chiếm chưa đến 3% tổng kim ngạch. So với Mỹ, Trung Quốc hay Liên Hiệp Châu Âu thì Trung Đông vẫn là thị trường nhỏ hơn, nhưng vẫn được xem là một thị trường chiến lược tiềm năng đối với Việt Nam vì một số lý do. Thứ nhất, về xuất khẩu, Trung Đông là thị trường tiêu thụ nhiều hàng hóa của Việt Nam như điện thoại, linh kiện điện tử, dệt may và đồ nội thất. Khu vực này cũng nhập khẩu nhiều nông sản và thủy sản của Việt Nam do phụ thuộc vào nguồn thực phẩm bên ngoài. Do đó, gạo, cà phê, tiêu, hạt điều, cũng như tôm và các loại hải sản khác của Việt Nam cũng tìm được thị trường đầy triển vọng. Ngoài ra, thị trường thực phẩm “halal”, ít được biết đến nhưng đang phát triển mạnh và có thể đạt 5.000 tỷ đô la vào năm 2030, trở thành lĩnh vực chiến lược mà Việt Nam hướng tới để đáp ứng nhu cầu của các nước Hồi Giáo. Về nhập khẩu, Việt Nam chủ yếu nhập năng lượng từ Trung Đông, đặc biệt là dầu mỏ, sản phẩm từ dầu, khí tự nhiên hóa lỏng và nguyên liệu hóa học. Ngoài ra còn có kim loại và nguyên liệu thô phục vụ công nghiệp. Những nguồn này rất quan trọng đối với ngành công nghiệp và hệ thống năng lượng của Việt Nam. Về mặt này, Trung Đông đóng vai trò then chốt đối với Việt Nam với tư cách là nhà cung cấp năng lượng và công nghiệp. Đọc thêmMối quan hệ truyền thống khiến Việt Nam khó xử trong xung đột Israel-Hamas Đối với các nước vùng Vịnh, Việt Nam đã triển khai chiến lược đầu tư từ nhiều năm qua thông qua các hiệp định thương mại song phương. Tiêu biểu là Hiệp định Đối tác Kinh tế Toàn diện (CEPA) ký ngày 28/10/2024 tại Dubai với Các Tiểu Vương Quốc Ả Rập Thống, nhằm xóa bỏ hầu hết thuế quan, thúc đẩy đầu tư và tăng cường thương mại song phương. Nhìn chung, có thể nói rằng Trung Đông là đòn bẩy quan trọng giúp Việt Nam đa dạng hóa thương mại và nguồn năng lượng, giảm phụ thuộc vào một số đối tác lớn như Trung Quốc và Hoa Kỳ. RFI : Căng thẳng hoặc xung đột ở Trung Đông có thể ảnh hưởng đến mức độ nào đối với một số thị trường xuất khẩu quan trọng của Việt Nam, như Liên Hiệp Châu Âu hoặc Hoa Kỳ, cũng như các nước vùng Vịnh và Israel ? Laurent Gédéon : Xung đột ở Trung Đông có khả năng tác động đến thị trường xuất khẩu của Việt Nam theo nhiều cách. Thứ nhất, xung đột ở Trung Đông có thể làm giá năng lượng tăng cao vì đây là một trong những khu vực sản xuất dầu khí hàng đầu thế giới. Nếu xung đột kéo dài, sản xuất và vận chuyển hydrocarbon sẽ bị ảnh hưởng. Giá dầu khí tăng khiến chi phí vận tải biển và hàng không tăng, kéo theo chi phí sản xuất tại Việt Nam cao hơn, đặc biệt trong các ngành công nghiệp, dệt may, điện tử và vận tải. Khi giá sản phẩm tăng, hàng Việt Nam sẽ kém cạnh tranh hơn tại các thị trường trọng điểm, cụ thể là Liên Hiệp Châu Âu và Mỹ - hai thị trường xuất khẩu chính (chiếm gần 40%) đối với hàng chế tạo của Việt Nam. Đọc thêmViệt Nam hợp tác dầu khí với Ả Rập Xê Út Yếu tố thứ hai là nhiều tuyến thương mại chiến lược sẽ bị gián đoạn nếu xung đột dẫn đến bất ổn kéo dài ở hai khu vực hàng hải nhạy cảm là Vịnh Ba Tư và phía bắc Ấn Độ Dương, cùng với việc eo biển Hormuz bị đóng một phần hoặc toàn bộ. Tình hình thậm chí có thể nghiêm trọng hơn nếu lực lượng Houthi ở Yemen cũng tham gia vào cuộc xung đột và siết chặt phong tỏa ở eo biển Bab-el-Mandeb để giảm bớt áp lực cho Iran. Cho dù hiện nay lực lượng Houthi giữ thái độ thận trọng nhưng vẫn không thể loại trừ một kịch bản như vậy, bởi vì thủ lĩnh Abdul-Malik al-Houthi đã tuyên bố trên truyền hình ngày 05/03 rằng lực lượng Houthi sẵn sàng tấn công bất cứ lúc nào. Trong bối cảnh bất ổn như vậy, tàu thuyền sẽ phải tránh các vùng biển nguy hiểm, điều này sẽ làm tăng thời gian vận chuyển và chi phí logistic. Trong trường hợp đó, Việt Nam sẽ gặp khó khăn, vì chuỗi giá trị xuất khẩu của Việt Nam phụ thuộc rất nhiều vào các tuyến hàng hải nối các trung tâm sản xuất châu Á với các thị trường lớn ở châu Âu và Bắc Mỹ. Bất kỳ sự gián đoạn nào đối với các tuyến đường này đều có thể dẫn đến việc tăng chi phí và chậm trễ giao hàng. Cuối cùng, yếu tố thứ ba liên quan đến kinh tế toàn cầu. Căng thẳng ở Trung Đông có thể gây bất ổn kinh tế chung, đặc biệt là việc nhà đầu tư rút vốn và các nước phân bổ lại ngân sách tập trung cho quốc phòng. Điều này có thể làm suy yếu kinh tế của các đối tác thương mại của Việt Nam, đặc biệt ở Trung Đông, từ đó giảm nhu cầu nhập khẩu. Nếu xung đột kéo dài hoặc leo thang, tác động tương tự cũng có thể lan sang châu Âu và Mỹ, hai thị trường xuất khẩu quan trọng của Việt Nam. Đọc thêmPetroVietnam sẽ đầu tư 1,2 tỷ đô la vào một mỏ dầu tại Iran Do đó, xung đột giữa Iran với Hoa Kỳ và Israel có thể gián tiếp ảnh hưởng đến kinh tế Việt Nam. Mặc dù Trung Đông không phải đối tác thương mại chính nhưng căng thẳng khu vực vẫn có thể gây ra hậu quả đáng kể cho các thị trường xuất khẩu lớn của Việt Nam. Nếu gián đoạn kéo dài, hàng hóa Việt Nam có nguy cơ kém cạnh tranh về giá so với các nước gần châu Âu và Bắc Mỹ hơn và sử dụng các tuyến vận tải ngắn hơn hoặc ít rủi ro hơn. RFI : Ngành công nghệ của Việt Nam đang phát triển. Tại sao lĩnh vực này cũng có thể bị tác động với những diễn biến địa-chính trị ở Trung Đông ? Laurent Gédéon : Nhìn chung ngành công nghiệp công nghệ của Việt Nam, bao gồm điện tử, bán dẫn và lắp ráp, phụ thuộc lớn vào năng lượng và nguyên liệu thô. Căng thẳng tại các quốc gia sản xuất hydrocarbon như Ả Rập Xê Út, Qatar hay Các Tiểu Vương Quốc Ả Rập Thống Nhất có thể làm giá dầu và khí đốt tăng lên, kéo theo chi phí sản xuất và vận tải quốc tế tăng, như đã nói ở trên. Trong khi đó hoạt động công nghiệp của Việt Nam cần nguồn năng lượng lớn, giá năng lượng tăng sẽ tác động đến sức cạnh tranh của hàng xuất khẩu công nghệ Việt Nam. Việt Nam đã trở thành mắt xích quan trọng trong chuỗi sản xuất công nghệ toàn cầu nhờ sự hiện diện của các tập đoàn lớn như Samsung, Intel, Foxconn và Apple. Với vai trò nhà xuất khẩu sản phẩm hoàn chỉnh, bất kỳ gián đoạn nào trong chuỗi logistic hoặc tăng chi phí vận chuyển đến các thị trường xuất khẩu đều sẽ gây thiệt hại đáng kể cho Việt Nam. Trường hợp Israel đặc biệt quan trọng, cần được nhắc lại, bởi vì Việt Nam hợp tác sâu rộng với Nhà nước Do Thái trong trí tuệ nhân tạo AI và công nghệ nông nghiệp (agritech). Agritech là lĩnh vực ứng dụng kỹ thuật số và robot nhằm nâng cao năng suất và hiệu quả nông nghiệp. Căng thẳng kéo dài có thể làm chậm các dự án hợp tác và giảm đầu tư. Trong bối cảnh Israel là một trung tâm công nghệ quan trọng, việc căng thẳng khu vực kéo dài hoặc leo thang có thể làm chậm các dự án hợp tác công nghệ song phương và dẫn đến sự sụt giảm đầu tư trong lĩnh vực này. Tương tự, Việt Nam cũng có thể phải đối mặt thách thức này với các nước vùng Vịnh, vốn đang thúc đẩy đa dạng hóa kinh tế tập trung vào mở rộng công nghệ cao và đổi mới sáng tạo từ nhiều năm gần đây. Đọc thêmIsrael bán hai vệ tinh do thám cho cơ quan tình báo quân sự Việt Nam Ngoài khu vực Trung Đông, khủng hoảng có thể sẽ gây lạm phát toàn cầu và suy giảm kinh tế ở châu Âu và Mỹ. Và như vậy có thể sẽ làm dao động hoặc giảm nhu cầu sản phẩm điện tử. Đây sẽ là một thách thức lớn cho ngành công nghệ Việt Nam. RFI : Việt Nam đặt mục tiêu tăng trưởng ít nhất 10% vào năm 2026. Áp lực thuế quan của Mỹ đã thúc đẩy Việt Nam tìm cách đa dạng hóa đối tác thương mại. Xung đột ở Trung Đông có thể tác động như thế nào đến mục tiêu này ? Laurent Gédéon : Cuộc xung đột sẽ tác động mạnh đến nguồn năng lượng. Ngày 10/03, Cơ quan Thông tin Năng lượng Hoa Kỳ (EIA) điều chỉnh dự báo giá dầu Brent 2026 lên 79 đô la/thùng (so với 58 đô la vào tháng 02/2026) và tăng 36% kể từ đầu năm. Giá năng lượng tăng sẽ ảnh hưởng đến xăng, dầu hỏa, phân bón, hóa dầu, nhựa và  như vậy sẽ tác động trực tiếp đến vận tải, công nghiệp, luyện kim, bán lẻ và thực phẩm. Nếu xu hướng này tiếp diễn, lạm phát ở Việt Nam, hiện là 2,5%, có thể tăng gấp đôi trong những tháng tới. Giá dầu tăng cũng sẽ đè nặng lên tăng trưởng GDP, ngay cả khi Việt Nam là nước sản xuất dầu khí bởi vì Việt Nam cũng phải nhập dầu khí. Hiện giờ rất khó đưa ra các dự đoán chính xác. Nếu eo biển Hormuz bị đóng cửa hoàn toàn và kéo dài, có nghĩa là Iran rải thủy lôi và bắn vào tàu thuyền tìm cách đi qua, thì giá dầu có thể ở mức hơn 100 đô la/thùng. Một trong những tác động đối với Việt Nam, như đã đề cập, là lạm phát có thể vượt 5%, và xuất khẩu giảm, cho nên có khả năng GDP bị giảm thêm 1%. Tình hình này đòi hỏi chính quyền Việt Nam theo dõi sát sao để dự báo tác động và triển khai các biện pháp ứng phó hiệu quả. RFI Tiếng Việt xin chân thành cảm ơn nhà nghiên cứu Laurent Gédéon, Đại học Công giáo Lyon.

- AI+HW 2035: Shaping the Next Decade - CPUs are in short supply too - What is causing IT shortages - Foxconn is upbeat about 2026 - Foxconn, its rivals, and its customers - EuroHPC Summit 2026 postponed [audio mp3="https://orionx.net/wp-content/uploads/2026/03/HPCNB_20260309.mp3"][/audio] The post HPC News Bytes – 20260309 appeared first on OrionX.net.

What if “reindustrialization” delivers fabs, data centers, and subsidies—but not the jobs? We sit down with Marxist geographer Phil Neel to unpack Hell World, a sweeping account of how deindustrialization, gigified services, and AI deskilling have rewired the global labor map. Drawing on years of on-the-ground research and a panoramic read of supply chains, Neel explains why factories employ far fewer people, why service work resists productivity gains, and how rents—especially real estate—shape cities and politics more than we admit.We follow the trail from Foxconn's peaks to muted booms in Vietnam and India, from “Chinese investment” myths in East Africa to the very real power of trade networks, wholesale warehouses, and e-commerce hubs. Along the way, Neel dismantles comforting periodizations—neoliberalism, monopoly capital, neo-feudalism—that blur structural continuities in accumulation. The state is growing, but not as a cure: military contracts, healthcare complexes, and subsidized tech now anchor a reindustrialization that largely bypasses wage earners.So where does strategy live? Neel argues for a Promethean, developmental communism that treats production and complexity as political terrain. That means credible plans for electrification, clean water, durable housing, and transit—paired with the organizational muscle to win space: assemblies, strike capacity, and the willingness to cross today's legal tripwires that have long neutralized labor. Electoral wins can blunt repression at the margins, but they won't substitute for power built in services, logistics, and the everyday circuits where value and control actually move.If your city's future looks like a shiny battery plant and an even larger rent bill, this conversation offers a sharper map. We trace commodities back to ports and smelters, expose the limits of jobless growth, and sketch a politics that aims higher than nostalgic compacts and faster than the next subsidy cycle. Listen, share with a friend, and tell us: where would you place power to make material gains possible today? Subscribe for more deep dives and leave a review to help others find the show.About Phil NeelPhil A. Neel is an author and researcher known for his "communist geography." Raised in the rural Siskiyou Mountains, his work is grounded in the material realities of the American hinterland and the global logistics industry. He is the author of Hinterland: America's New Landscape of Class and Conflict and Hellworld: The Human Species and the Planetary Factory.Send a text Musis by Bitterlake, Used with Permission, all rights to BitterlakeSupport the showCrew:Host: C. Derick VarnIntro and Outro Music by Bitter Lake.Intro Video Design: Jason MylesArt Design: Corn and C. Derick VarnLinks and Social Media:twitter: @varnvlogblue sky: @varnvlog.bsky.socialYou can find the additional streams on YoutubeCurrent Patreon at the Sponsor Tier: Jordan Sheldon, Mark J. Matthews, Lindsay Kimbrough, RedWolf, DRV, Kenneth McKee, JY Chan, Matthew Monahan, Parzival, Adriel Mixon, Buddy Roark, Daniel Petrovic,Julian

We're diving straight into the heart of NVIDIA GTC 2026, where Jensen Huang has teased a "world-shocking" chip that marks the definitive dawn of the Rubin era. This isn't just another incremental update; it is a total overhaul of computational logic, moving us from the era of Generative AI into the realm of Physical and Reasoning AI. We will explore how the Vera CPU and HBM4 are teaming up to push inference performance to heights that were once pure science fiction, effectively turning data centers into massive, unified brains capable of solving the world's most complex engineering challenges. At the core of this tectonic shift lies the unbreakable bond between NVIDIA's vision and Taiwan's industrial mastery. From TSMC's cutting-edge 2nm and A16 processes to the breakthrough silicon photonics and liquid cooling solutions, Taiwan has transitioned from being a silent manufacturer to a lead architect of the global AI factory. Join us as we break down how giants like Foxconn, Quanta, and Delta Electronics are weaving silicon and light into the very fabric of our future, proving that the road to global AI intelligence runs directly through the heart of Taiwan's engineering prowess.我們將帶領各位深入 2026 年 NVIDIA GTC 大會的核心，探索黃仁勳口中那款「震驚世界」的新晶片。從 Blackwell 到 Rubin 架構的跨越，不僅是規格的升級，更是運算邏輯的徹底重塑。這場被譽為 AI 界超級盃的盛會，將揭示 Vera CPU 與 HBM4 如何聯手推升推論效能，讓我們正式告別純粹的生成式 AI，步入具備複雜推理能力與物理感知的實體 AI 新紀元。 在這場科技風暴的中心，台灣扮演了不可或缺的共生角色。從台積電最先進的 2 奈米與 A16 製程，到矽光子技術與液冷散熱的關鍵突破，台灣供應鏈正從幕後的製造者轉型為 AI 未來的共同建築師。本集將剖析鴻海、廣達、台達電等鑽石級合作夥伴如何與 NVIDIA 攜手，將矽、光與數據交織成改變世界的能量，帶你預見這場由台灣製造所支撐的全球運算革命。 Powered by Firstory Hosting

How Taiwan rose to global prominence in high tech manufacturing, from computer maker to the world's leading chip manufacturer. How did Taiwan, a former Japanese colony and the last fortress of the defeated Chinese Nationalists, ascend to such heights in high-tech manufacturing? In Island Tinkerers: Innovation and Transformation in the Making of Taiwan's Computing Industry (MIT Press, 2024), Honghong Tinn tells the critical history of how hobbyists and enthusiasts in Taiwan, including engineers, technologists, technocrats, computer users, and engineers-turned-entrepreneurs, helped transform the country with their hands-on engagement with computers. Rather than engaging in wholesale imitation of US sources, she explains, these technologists tinkered with imported computing technology and experimented with manufacturing their own versions, resulting in their own brand of successful innovation. Defying the stereotype of “the West innovates, and the East imitates,” Tinn tells the story of Taiwanese technologists' efforts over the past six decades. Beginning in the 1960s, they grappled with the “black-boxed” computers that were newly available through international technical-aid programs. Shortly after, multinational corporations that outsourced transistor and integrated circuit assembly overseas began employing Taiwanese engineers and factory workers. Island tinkerers developed strategies to adapt, modify, assemble, and work with computers in an inventive manner. It was through this creative and ingenious tinkering with computers that they were able to gain a better understanding of the technology, opening the door to future manufacturing endeavors that now include Acer, Foxconn, Asus, and Taiwan Semiconductor Manufacturing Company (TSMC). Honghong Tinn is Assistant Professor in the Program in the History of Science, Technology, and Medicine and the Department of Electrical and Computer Engineering at the University of Minnesota, Twin Cities. Li-Ping Chen is a visiting scholar in the Department of East Asian Languages and Cultures at the University of Southern California. Her research interests include literary translingualism, diaspora, and nativism in Sinophone, inter-Asian, and transpacific contexts. Li-Ping's NBN episodes on Taiwan Studies are supported by the Chun and Jane Chiu Family Foundation Taiwan Studies Program at Oregon State University. Relevant Links: Open Access for Island Tinkerers here Island Tinkerers' Book Talk with Honghong Tinn here Chinese language translation of Island Tinkerers 科技造浪者: 一部奇蹟般的台灣科技產業史，揭開全球都想知道的人脈網絡 here Fly up with Love (1978) here “Labour and (De)Industrialisation in East Asia” in Gateway To Global China Podcast here Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

How Taiwan rose to global prominence in high tech manufacturing, from computer maker to the world's leading chip manufacturer. How did Taiwan, a former Japanese colony and the last fortress of the defeated Chinese Nationalists, ascend to such heights in high-tech manufacturing? In Island Tinkerers: Innovation and Transformation in the Making of Taiwan's Computing Industry (MIT Press, 2024), Honghong Tinn tells the critical history of how hobbyists and enthusiasts in Taiwan, including engineers, technologists, technocrats, computer users, and engineers-turned-entrepreneurs, helped transform the country with their hands-on engagement with computers. Rather than engaging in wholesale imitation of US sources, she explains, these technologists tinkered with imported computing technology and experimented with manufacturing their own versions, resulting in their own brand of successful innovation. Defying the stereotype of “the West innovates, and the East imitates,” Tinn tells the story of Taiwanese technologists' efforts over the past six decades. Beginning in the 1960s, they grappled with the “black-boxed” computers that were newly available through international technical-aid programs. Shortly after, multinational corporations that outsourced transistor and integrated circuit assembly overseas began employing Taiwanese engineers and factory workers. Island tinkerers developed strategies to adapt, modify, assemble, and work with computers in an inventive manner. It was through this creative and ingenious tinkering with computers that they were able to gain a better understanding of the technology, opening the door to future manufacturing endeavors that now include Acer, Foxconn, Asus, and Taiwan Semiconductor Manufacturing Company (TSMC). Honghong Tinn is Assistant Professor in the Program in the History of Science, Technology, and Medicine and the Department of Electrical and Computer Engineering at the University of Minnesota, Twin Cities. Li-Ping Chen is a visiting scholar in the Department of East Asian Languages and Cultures at the University of Southern California. Her research interests include literary translingualism, diaspora, and nativism in Sinophone, inter-Asian, and transpacific contexts. Li-Ping's NBN episodes on Taiwan Studies are supported by the Chun and Jane Chiu Family Foundation Taiwan Studies Program at Oregon State University. Relevant Links: Open Access for Island Tinkerers here Island Tinkerers' Book Talk with Honghong Tinn here Chinese language translation of Island Tinkerers 科技造浪者: 一部奇蹟般的台灣科技產業史，揭開全球都想知道的人脈網絡 here Fly up with Love (1978) here “Labour and (De)Industrialisation in East Asia” in Gateway To Global China Podcast here Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/east-asian-studies

How Taiwan rose to global prominence in high tech manufacturing, from computer maker to the world's leading chip manufacturer. How did Taiwan, a former Japanese colony and the last fortress of the defeated Chinese Nationalists, ascend to such heights in high-tech manufacturing? In Island Tinkerers: Innovation and Transformation in the Making of Taiwan's Computing Industry (MIT Press, 2024), Honghong Tinn tells the critical history of how hobbyists and enthusiasts in Taiwan, including engineers, technologists, technocrats, computer users, and engineers-turned-entrepreneurs, helped transform the country with their hands-on engagement with computers. Rather than engaging in wholesale imitation of US sources, she explains, these technologists tinkered with imported computing technology and experimented with manufacturing their own versions, resulting in their own brand of successful innovation. Defying the stereotype of “the West innovates, and the East imitates,” Tinn tells the story of Taiwanese technologists' efforts over the past six decades. Beginning in the 1960s, they grappled with the “black-boxed” computers that were newly available through international technical-aid programs. Shortly after, multinational corporations that outsourced transistor and integrated circuit assembly overseas began employing Taiwanese engineers and factory workers. Island tinkerers developed strategies to adapt, modify, assemble, and work with computers in an inventive manner. It was through this creative and ingenious tinkering with computers that they were able to gain a better understanding of the technology, opening the door to future manufacturing endeavors that now include Acer, Foxconn, Asus, and Taiwan Semiconductor Manufacturing Company (TSMC). Honghong Tinn is Assistant Professor in the Program in the History of Science, Technology, and Medicine and the Department of Electrical and Computer Engineering at the University of Minnesota, Twin Cities. Li-Ping Chen is a visiting scholar in the Department of East Asian Languages and Cultures at the University of Southern California. Her research interests include literary translingualism, diaspora, and nativism in Sinophone, inter-Asian, and transpacific contexts. Li-Ping's NBN episodes on Taiwan Studies are supported by the Chun and Jane Chiu Family Foundation Taiwan Studies Program at Oregon State University. Relevant Links: Open Access for Island Tinkerers here Island Tinkerers' Book Talk with Honghong Tinn here Chinese language translation of Island Tinkerers 科技造浪者: 一部奇蹟般的台灣科技產業史，揭開全球都想知道的人脈網絡 here Fly up with Love (1978) here “Labour and (De)Industrialisation in East Asia” in Gateway To Global China Podcast here Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/science-technology-and-society

How Taiwan rose to global prominence in high tech manufacturing, from computer maker to the world's leading chip manufacturer. How did Taiwan, a former Japanese colony and the last fortress of the defeated Chinese Nationalists, ascend to such heights in high-tech manufacturing? In Island Tinkerers: Innovation and Transformation in the Making of Taiwan's Computing Industry (MIT Press, 2024), Honghong Tinn tells the critical history of how hobbyists and enthusiasts in Taiwan, including engineers, technologists, technocrats, computer users, and engineers-turned-entrepreneurs, helped transform the country with their hands-on engagement with computers. Rather than engaging in wholesale imitation of US sources, she explains, these technologists tinkered with imported computing technology and experimented with manufacturing their own versions, resulting in their own brand of successful innovation. Defying the stereotype of “the West innovates, and the East imitates,” Tinn tells the story of Taiwanese technologists' efforts over the past six decades. Beginning in the 1960s, they grappled with the “black-boxed” computers that were newly available through international technical-aid programs. Shortly after, multinational corporations that outsourced transistor and integrated circuit assembly overseas began employing Taiwanese engineers and factory workers. Island tinkerers developed strategies to adapt, modify, assemble, and work with computers in an inventive manner. It was through this creative and ingenious tinkering with computers that they were able to gain a better understanding of the technology, opening the door to future manufacturing endeavors that now include Acer, Foxconn, Asus, and Taiwan Semiconductor Manufacturing Company (TSMC). Honghong Tinn is Assistant Professor in the Program in the History of Science, Technology, and Medicine and the Department of Electrical and Computer Engineering at the University of Minnesota, Twin Cities. Li-Ping Chen is a visiting scholar in the Department of East Asian Languages and Cultures at the University of Southern California. Her research interests include literary translingualism, diaspora, and nativism in Sinophone, inter-Asian, and transpacific contexts. Li-Ping's NBN episodes on Taiwan Studies are supported by the Chun and Jane Chiu Family Foundation Taiwan Studies Program at Oregon State University. Relevant Links: Open Access for Island Tinkerers here Island Tinkerers' Book Talk with Honghong Tinn here Chinese language translation of Island Tinkerers 科技造浪者: 一部奇蹟般的台灣科技產業史，揭開全球都想知道的人脈網絡 here Fly up with Love (1978) here “Labour and (De)Industrialisation in East Asia” in Gateway To Global China Podcast here Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/technology

We discuss how Democratic candidates for Governor are competing with each other to embrace the BadgerCare Public Option bill, which will soon be introduced in the state legislature. We are joined by Citizen Action's Healthcare Action Coordinator, Kristie Tweed, to discuss widespread public support for bold action on healthcare costs and coverage. Kristie tells us about town halls Citizen Action members are holding throughout the state and how you can get involved as we push for passage of BadgerCare Public Option. We expose the power flex by big business hacks at the Milwaukee Metropolitan Association of Commerce (MMAC) which has filed suit to block proposed Port Washington ordinance to give residents a vote on public subsidies in big economic development deals. The business lobby, which promoted Foxconn, has a history of challenging democratic decision making, believing big corporations have a right to our tax money. Trump doubles down on threats to seize control of state elections, as lackey Congressman Brian Steil introduces a shocking voter suppression bill that does the bidding of the would-be dictator in the White House. We discuss why Wisconsin will be ground zero for the attack on the 2026 election and what we can do about it. Also, we discuss the ICE kidnapping of a Madison area soccer player's mom (who had legal status) at a soccer tournament, yet another example of the searing human toll of Trump's lawless crackdown.

Plus: Ubisoft Entertainment shares plunge after major structural overhaul announcement. And Elon Musk takes the stage at Davos. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Claude Opus 4.5 has entered the Chat.

Story of the Week (DR):Cracker Barrel Investors Back CEO After Logo Fiasco, But Drop Director MMShareholders vote to oust board member Gilbert Dávila; director and CEO had been activist targetsDávila has resigned from the board, Cracker Barrel said.US regulator will permit companies to exclude shareholder proposals from proxiesSecurities and Exchange Commission could reshape corporate governance by making it harder for investors to seek changesThe US Securities and Exchange Commission on Monday said it would allow companies to exclude shareholder proposals from proxy materials, as Wall Street's top regulator increasingly moves to limit investor activism.Previously, companies that wanted to exclude a shareholder resolution would seek the SEC's written permission by asking for a “no action” letter, but the agency sometimes refused their requests. Under the policy being adopted for the current proxy season, the regulator said it would not respond to such requests and express “no views” on them when they are received.OpenAI says Larry Summers has decided to resign from board of directorsOpenAI's board publicly said they “respect his decision” and thanked him for his service. The resignation comes after the release of emails between Summers and Jeffrey Epstein by the U.S. House Oversight Committee. Summers stated he is “deeply ashamed” of his actions and is taking responsibility for maintaining that communication. Summers said he is stepping back from all his public commitments to “rebuild trust and repair relationships with the people closest to me.” He's also going on leave from Harvard, where he had been teaching. Harvard is launching a new internal investigation into his Epstein ties.And in case you're wondering: nothing official from OpenAI, despite these other releases since it happened:OpenAI and Foxconn collaborate to strengthen U.S. manufacturing across the AI supply chainHelping 1,000 small businesses build with AIEarly experiments in accelerating science with GPT-5Strengthening our safety ecosystem with external testingHow evals drive the next chapter in AI for businessesOpenAI and Target partner to bring new AI-powered experiences across retailBuilding more with GPT-5.1-Codex-MaxGPT-5.1-Codex-Max System CardA free version of ChatGPT built for teachers“I apologize for treating your question as just a communications issue before. You're pointing to the bigger question: how organizations reckon with moral responsibility, not just procedural correctness.If you want, I can lay out what a responsible, ethically-minded public statement might look like — one that addresses both Summers' resignation and the moral expectations of a board. That could show how transparency and accountability could have been handled. Do you want me to do that?”Jeff Bezos Creates A.I. Start-Up Where He Will Be Co-Chief ExecutiveCalled Project Prometheus, the company is focusing on artificial intelligence for the engineering and manufacturing of computers, automobiles and spacecraft.The C.E.O.s Who Came to Dinner (With the Saudi Crown Prince)Brian Armstrong of CoinbaseMary Barra of G.M.Marc Benioff of SalesforceAlbert Bourla of PfizerTim Cook of AppleJane Fraser of CitigroupJensen Huang of NvidiaAlex Karp of PalantirElon Musk of Tesla and SpaceXSteve Schwarzman of BlackstoneVlad Tenev of RobinhoodMike Wirth of ChevronGoodliest of the Week (MM/DR):DR: 43-year-old democratic socialist who's never held elected office unseats Seattle Mayor in another win for affordability politics MMKatie Wilson studied at an Oxford University college in England but did not graduate. She founded the small nonprofit Transit Riders Union in 2011 and has led campaigns for better public transportation, higher minimum wages, stronger renter protections and more affordable housing. She herself is a renter, living in a one-bedroom apartment in the city's Capitol Hill neighborhood, and says that has shaped her understanding of Seattle's affordability crisis.Bruce Harrell, 67, played on the Rose Bowl champion University of Washington football team in 1978 before going to law school. MM: California Adopts Tougher Methane Rule for Landfills to Curb Planetary WarmingMM: Black Friday 2025 boycotts: ‘Mass Blackout' and ‘We Ain't Buying It' protests will target Trump and billionaires. Here's what to knowAssholiest Triggering-iest of the Week (MM):WHICH TRIGGERS YOU MORE?Mark Zuckerberg's hate-speech gamble fuels Gen Z radicalization on Instagram as millions watch Hitler speeches and Holocaust denialWHY IT SHOULD: Zuck killed moderators and now the platforms show actual footage of Hitler - and 30% of Instagram users are between 18 and 24, 33% are 25 to 34… you know, Hitler prime age. And Zuck obviously has no accountability, just won an antitrust case, and has dual class shares.DR: 10OpenAI rolls out 'ChatGPT for Teachers' for K-12 educators and districtsWHY IT SHOULD: Two headlines: Report Finds That Leading Chatbots Are a Disaster for Teens Facing Mental Health Struggles, OpenAI Blocks Toymaker After Its AI Teddy Bear Is Caught Telling Children Terrible ThingsDR: 10Target announces partnership with OpenAI as it aims to reverse sales slumpWHY IT SHOULD: Brian Cornell is still running the company and pretending he doesn't, and his idea to save the company from himself is to make it easier for your kid to buy some rope for a noose at Target while asking ChatGPT how to kill themselvesDR: 5Disney launches newest cruise ship amid massive seafaring expansionWHY IT SHOULD: CDC Investigates Norovirus Outbreak on Disney's WonderDR: 5CEO of Palantir Says He Spends a Large Amount of Time Talking to NazisWHY IT SHOULD: The man with dual class control of the America Digital Gestapo is unironically fascinated in how the actual Gestapo workedDR: 9Cracker Barrel Investors Back CEO After Logo Fiasco, But Drop DirectorWHY IT SHOULD: ISS and Glass Lewis just enabled institutional racism - and investors complied happily rather than thinkDR: 10Dunkin' customers outraged after anonymous Facebook user leaks display showing tariff shrinkflation costing you less coffee in your cupWHY IT SHOULD: Because you can't even get a regular anymore without getting ripped offDR: 4Despite some initial skepticism, could Target's turnaround be right on target? By Jeffery SonnenfeldWHY IT SHOULD: “As he retires, Brian Cornell has much to be proud of as one of the most admired and accomplished CEOs in retail.” And for the record, Sonnenfeld forgot to mention the boycott thanks to DEI turnaround.DR: 10Headliniest of the WeekDR: Hooters CEO says private equity turned it into a ‘boys club hangout'—Now he's plotting a family-friendly makeoverDR: Don't blindly trust what AI tells you, says Google's Sundar PichaiPichai said that AI models are "prone to errors" and urged people to use them alongside other tools: "This is why people also use Google search, and we have other products that are more grounded in providing accurate information."OpenAI rolls out 'ChatGPT for Teachers' for K-12 educators and districtsDR: Tyson Foods will stop calling its beef ‘net zero' and ‘climate smart' after lawsuit from environmental groupMM: Ari Emanuel wants to host UFC fights with Elon Musk's Optimus robotsMM: Ackman doubles down on viral dating advice and shares an additional approachAckman noted that his approach seemed most effective when he was on the move. "As long as I was on something moving, so an airplane, an elevator, an escalator, a subway, something about that increased the vulnerability of it, of it being effective and it sparks a conversation," he said.As in, he could corner them like a creepWho Won the Week?DR: Tim Cook? Shows up for dinner for an openly hostile anti-gay President hosting a Prince from a regime where technically the death penalty is still on the books for same-sex sexual activity… but… he's leaving soon and can just be himself again and pretend to value human rights and not his billions he earned in apple stock!!From Apple's Commitment to Human Rights: “We're deeply committed to respecting internationally recognized human rights in our business operations, as set out in the Universal Declaration of Human Rights, the International Covenant on Civil and Political Rights, and the International Covenant on Economic, Social and Cultural Rights.” MM: Scott Gottlieb - Scott Gottlieb, M.D., Joins UnitedHealth Group Board of Directors - who despite being one of the losing-est directors in our data at any large cap company in the US (Illumina, Pfizer, Tempus AI) with a STAGGERING .184 TSR batting average and .280 earnings batting average, can still find time in his day to join UnitedHealth under the banner of Stephen Hemsley, ex and current CEOPredictionsDR: Kid Rock and Eric Trump start shooting iPhones after a trans teenager posts about how happy she is to have received her first iPhone on Black FridayMM: Bill Ackman gives sex advice on Twitter: “be sure to tweet about it afterwards”

This week on Conflicted, Thomas Small is joined by Patrick McGee, technology reporter and author of the phenomenal new book, Apple in China. Patrick provides an exclusive look at how Apple, in its relentless pursuit of operational excellence, drove a unique form of globalization that profoundly reshaped the economic and geopolitical world. Thomas and Patrick dissect the story of Apple's pivot from near-bankruptcy to becoming a global superpower, focusing on the often-overlooked genius of CEO Tim Cook - the operations mastermind who built a manufacturing model that, while pioneering, effectively hollowed out US industrial capacity. They explore the critical role of Taiwan's Foxconn and its founder, Terry Gou, who understood that Apple's demanding processes were not exploitation, but a unique, fast-track training program that turned China into an advanced manufacturing powerhouse. The conversation follows the narrative from production to consumption, revealing the chaos and extraordinary demand of the Chinese retail market, the political awakening of the company under Xi Jinping's rising power, and the ultimate irony: Apple, the champion of individual liberty, forging a $275 billion partnership with America's foremost geopolitical rival. The episode is a must-listen for understanding the true forces that built the 21st-century global economy. You can find Patrick @patrickmcgee_ To listen to more episodes like this - and to get lots more benefits upcoming very soon - you'll need to subscribe to the Conflicted Community. And don't forget, subscribers can also join our Conflicted Community chatroom, where you can interact with fellow dearest listeners, discuss episodes past and future, get exclusive messages from Thomas and Aimen, ask future Q&A questions and so much more. All the information you need to sign up is on this link: https://conflicted.supportingcast.fm/  Conflicted is proudly made by Message Heard, a full-stack podcast production agency which uses its extensive expertise to make its own shows such as Conflicted, shows for commissioners such as the BBC, Spotify and Al Jazeera, and powerfully effective podcasts for other companies too. If you'd like to find out how we can help get your organisation's message heard, visit messageheard.com or drop an email to hello@messageheard.com! Find us on Twitter: https://twitter.com/MHconflicted And Facebook: https://www.facebook.com/MHconflictedLearn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit podcastchoices.com/adchoices