Podcasts about Giant

In this members episode, Tony sits down with Pastor Dave Bryan for a jaw-dropping conversation that moves from the Giants of Kandahar to the hidden search for Noah's Ark, and finally to the modern-day red heifer prophecy. Dave Bryan shares firsthand testimony from a Navy intelligence source who claimed U.S. special forces engaged multiple armored giants in Afghanistan, along with the chilling aftermath and alleged CIA suppression. The conversation then shifts to a private viewing of video footage said to show the interior of Noah's Ark on Mount Ararat, complete with ancient beams and preserved feeding troughs. Finally, Dave recounts his meeting with Robert Mawire and the astonishing story of how seven perfect red heifers were providentially supplied for the rebuilding of the Third Temple in Jerusalem. From underground giants to Temple prophecy, this episode explores the possibility that biblical events are not ancient history, but unfolding in real time.Please pray for Tony's wife, Lindsay, as she battles breast cancer. Your prayers make a difference!If you're able, consider helping the Merkel family with medical expenses by donating to Lindsay's GoFundMe: https://gofund.me/b8f76890Become a member for ad-free listening, extra shows, and exclusive access to our social media app: theconfessionalspodcast.com/joinThe Confessionals Social Network App:Apple Store: https://apple.co/3UxhPrhGoogle Play: https://bit.ly/43mk8kZThe Counter Series Available NOW:The Counter (YouTube): WATCH HEREThe Counter (Full Episode): WATCH HERETony's Recommended Reads: slingshotlibrary.comIf you want to learn about Jesus and what it means to be saved: Click HereBigfoot: The Journey To Belief: Stream HereThe Meadow Project: Stream HereMerkel Media Apparel: merkmerch.comMy New YouTube ChannelMerkel IRL: @merkelIRLMy First Sermon: Unseen BattlesSPONSORSSIMPLISAFE TODAY: simplisafe.com/confessionalsGHOSTBED: GhostBed.com/tonyQUINCE: quince.com/tonyCONNECT WITH USWebsite: www.theconfessionalspodcast.comEmail: contact@theconfessionalspodcast.comMAILING ADDRESS:Merkel Media257 N. Calderwood St., #301Alcoa, TN 37701SOCIAL MEDIASubscribe to our YouTube: https://bit.ly/2TlREaIReddit: https://www.reddit.com/r/theconfessionals/Discord: https://discord.gg/KDn4D2uw7hShow Instagram: theconfessionalspodcastTony's Instagram: tonymerkelofficialFacebook: www.facebook.com/TheConfessionalsPodcasTwitter: @TConfessionalsTony's Twitter: @tony_merkelProduced by: @jack_theproducerOUTRO MUSICJoel Thomas - Agartha (feat. Nergui)YouTube | Apple Music | Spotify

Enjoy a little taste of Sarah and Vinnie while they're away on vacation! Originally aired: April 2025

Discover how to transform your leadership style from "command and control" to a sophisticated, person-centered approach that thrives in the age of artificial intelligence. Jeremie Kubicek, Co-founder of GiANT and Author of The Voice-Driven Leader, reveals the secrets to "calling yourself up" every morning and navigating the complex dynamics of team personality. This episode dives deep into the "Development Square," providing a practical roadmap for onboarding and multiplying talent while using AI to bridge communication gaps between different personality types. Gain a distinct competitive edge by learning to apply the Platinum Rule to foster a culture of psychological safety and high performance.Guest Links:Jeremie's LinkedInJeremieKubicek.comGiANT WorldwideWorkplace5 VoicesEpisode 271: Become a Leader Worth Following with Jeremie KubicekLatest Book: The Voice-Driven LeaderCredits: Host: Lisa Nichols, Executive Producer: Jenny Heal, Marketing Support: Landon Burke and Joe Szynkowski, Podcast Engineer: Portside Media

Want more exclusive content?! http://prometheuslens.supercast.com to sign up for the "All Access Pass" and get early access to episodes, private community, members only episodes, private Q & A's, and coming documentaries. We also have a $4 dollar a month package that gets you early access and an ad free listening experience!====================ABOUT:In this discussion I join Jon Pounders on  @PoundersQuest  to talk about some of the topics in my book The Epic of Esau. Link for it is down below. Enjoy!====================

The biggest stories on the internet from February 26, 2026.Join our Patreon here!!! https://www.patreon.com/c/CentennialWorld/Please consider buying us a coffee or subscribing to a membership to help keep Centennial World's weekly podcasts going! Every single dollar goes back into this business

Nick Clegg is the former UK Deputy Prime Minister and former President, Global Affairs at Meta. He has had a front seat to two of the biggest power structures globally: Westminster and Silicon Valley. At Meta, he became the company's chief policy decision-maker, meeting with world leaders, governments and policymakers around the globe. He has written two best-selling books, Politics: Between the Extremes and How To Stop Brexit (And Make Britain Great Again).His latest book: "How to Save the Internet” - posits that the global, open internet is fragmenting. The book outlines the global cooperation needed to reform Big Tech and preserve the internet as we know it: from where Big Tech has faltered to the necessary radical reforms ahead...In this conversation, Tommy sits down with Nick to ask whether tech is actually making us happier, if the evidence on social media and polarization follows the headlines, and why Nick is far more worried about AI and the breakup of the open internet.Building a purpose driven company? Read more about Giant Ventures at www.Giant.vc.Music credits: Bubble King written and produced by Cameron McLain and Stevan Cablayan aka Vector_XING. Please note: The content of this podcast is for informational and entertainment purposes only. It should not be considered financial, legal, or investment advice. Always consult a licensed professional before making any investment decisions.

Today's episode of The Rizzuto Show starts with Moon casually announcing he's selling HALF HIS LIFE on Reverb like it's no big deal. Guitars, pedals, touring memorabilia, signed band merch — basically, if you've ever wanted to own a piece of pop-punk history (or just something Moon once accidentally stepped on), today's your lucky day. The man partnered with Reverb for an official artist shop launch, and yes, it's legit. Chicago-based. Fancy. Organized. Unlike this show.Then we pivot — violently — into the debut of The Riz Quiz, a rapid-fire trivia showdown that proved two things:People absolutely panic when asked simple questions.Kevin might secretly be a robot programmed for suburban dad knowledge.Contestants battled it out in a 60-second gauntlet of questions covering everything from St. Louis landmarks and sports teams to pop culture chaos like Wakanda, SpongeBob, and the boiling point of water (which, by the way, is apparently controversial now). We had ties. We had confusion. We had people muting their phones with their cheeks. It was beautiful.Kevin threw down a 12-point performance that had the studio stunned. Then Matt matched it. THEN Andrew matched it. The tension was real. The chat was furious. Moon questioned science center technicalities. King Scott started auditing answers like he works for the Department of Trivia Accuracy.And when given the opportunity to risk it all and win every prize — Finger Eleven tickets, Young the Giant tickets, and Point Fest passes — Kevin… took the safe route. A bold strategy for a daily comedy show built on questionable decisions. We roasted him appropriately.You'll also hear debate about St. Louis City SC naming semantics, mild outrage over freezing points, and the realization that pressure makes even smart people forget Jupiter exists.If you love competitive chaos, local pride, pop culture trivia, and watching grown adults argue over area codes, this daily comedy show delivers. It's fast, it's sarcastic, and it's proudly unhinged in the most lovable way.Missed it live on 105.7 The Point in St. Louis? Good news. This daily comedy show travels with you. Listen wherever you podcast, and prepare to yell answers at your phone like it can hear you.Follow The Rizzuto Show → https://linktr.ee/rizzshow for more from your favorite daily comedy show.Connect with The Rizzuto Show Comedy Podcast online → https://1057thepoint.com/RizzShow.Hear The Rizz Show daily on the radio at 105.7 The Point | Hubbard Radio in St. Louis, MO.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Parkinson's disease is a chronic, progressive disorder with no cure, and its rate of incidence in the Midwest is one of the highest in the country. We explore why — including new research that shows a strong link between exposure to a widely used herbicide and the development of the disease. Journalist Mike Fitzgerald shares how East St. Louis became a battleground against the chemical giant that produces the herbicide and how the Trump administration's cuts to biomedical funding could have big repercussions for people focused on a cure. We also hear from two St. Louis residents who live with the condition.

In this episode of “Half Hour”, we take a closer look at the upcoming Spring 2026 Broadway season, highlighting new productions, high-profile revivals, and the casting announcements shaping the conversation. We discuss Daniel Radcliffe leading Every Brilliant Thing at the Hudson Theatre, Nathan Lane and Laurie Metcalf returning in Death of a Salesman at the Winter Garden, and the Broadway arrival of Beaches, A New Musical at the Majestic with Jessica Vosk and Kelli Barrett. The conversation also touches on titles including Dog Day Afternoon, Giant, Becky Shaw, Cats! The Jellicle Ball, The Fear of 13, The Rocky Horror Show, Titanique, Fallen Angels, The Lost Boys, Joe Turner's Come and Gone, The Balusters, Proof, and Schmigadoon, and how they collectively define this spring's landscape on Broadway. Follow and connect with all things @HalfHourPodcast on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Share your thoughts on these productions in the comments on Spotify, and let us know what you would like us to cover next. If you enjoy these conversations, follow Half Hour and leave a rating and review so more theater lovers can find the podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode the fellas get into some sizing questions about whether it's better to size up or down, Auk has some fun with word play and Tani Learns something new at the shop. Plus we pay tribute to King Lui from Giant and finish off the episode with some Bosch-DJI comparisons. #mountainbiking #mtb #mtblife #ebike #ebikelife #ocmtba #downhillmtb #lovethebikeyouride #podcast #bikelife #bike #bikelover #localtrails #santaanamountains #bikeclub #norcobikes #giantbikes #bosch #dji Check out The Path Bike Shop website: https://www.thepathbikeshop.com/ Follow The Path on Instagram: / thepathbikeshop Subscribe to our weekly newsletter: https://www.thepathbikeshop.com/pages...  

Aubrey Masango speaks to Kathleen Charlton, a MSc graduate from the University of Cape Town, PhD student at the Radio Institute of Astronomy in Bologna, Italy dive into the discovery of Inkathazo galaxy and what it reveals about the mysterious world of giant radio galaxies. Tags: 702, Aubrey Masango show, Aubrey Masango, Bra Aubrey, Inkathazo galaxy, MeerKAT telescope, Kathleen Charlton, Giant radio galaxies, 2billion light years The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Come to Deer Park for both!

It's Tuesday which means there's a new Hallmark movie to review! ABOUT THE STARS BETWEEN US Seven years ago, Kim made a connection with a stranger during an eclipse event. Now a fledgling news reporter, Kim returns to Illinois for this year's eclipse, unaware that their paths may cross again. AIR DATE & NETWORK FOR THE STARS BETWEEN US February 21, 2026 | Hallmark CAST & CREW OF THE STARS BETWEEN US Sarah Drew as Kim Matt Long as Malcolm BRAN'S MOVIE SYNOPSIS 7 years ago, we're in Carbondale, Illinois and it's eclipse time! Malcolm is on top of a hill with his telescope, totally nerding out. His girlfriend isn't nearly as pumped as he is and she heads down the hill to snag some Rocket Dogs. While she's gone, a woman named Kim shows up. She's drawn to his telescope. They start talking and bond over their love of space. Right before the eclipse happens, her boyfriend Blake calls her. He's finally arrived, so she scurries off to meet up with him. 7 years later, Kim is now working for a news station. The person who was gonna go back to Carbondale to cover the eclipse bails so she volunteers to take on the case. Who knows, maybe she'll bump into the hunk from 7 years ago. And wouldn't you know it, they're both actually there. But somehow they keep missing each other. At a masquerade party, they get to talking but obviously they're rocking masks. Her first news spot is rocky but goes kind of viral. She ends up getting the invite for her eclipse spot to go national! She's freaking out! Her camera person and Malcolm's best friend end up meeting and really hitting it off. You'd think that would mean that Malcolm and Kim would end up meeting. Nope. They sure don't. They end up going multiple days without realizing they're both there. It's the day of the big eclipse and they were able to secure this GIANT scientist to come and be interviewed. When he ends up getting lost, they go and snag Malcolm. Naturally, they don't chat at all until they come face to face live on air. The chemistry is NUTS! After they go off air, they promptly go and chat and kiss and miss the eclipse. Watch the show on Youtube - www.deckthehallmark.com/youtubeInterested in advertising on the show? Email bran@deckthehallmark.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This Astrum compilation explores the mysterious and baffling structures astronomers have found in space. From massive megastructures to ghostly spectres following our planet, we explore the cosmic structures that defy explanation. ▀▀▀▀▀▀Astrum's newsletter has launched! Want to know what's happening in space? Sign up here: ⁠https://astrumspace.kit.com⁠A huge thanks to our Patreons who help make these videos possible. Sign-up here: ⁠https://bit.ly/4aiJZNF

We sat around our virtual studio to chat with Queensland-based astronomer Jonti Horner, who works on planetary dynamics – both within our own solar system, and around others. As well as discovering the impact of giant planet dynamics on habitable planets like earth, we also discussed the importance of aboriginal astronomy in Australia, his various media appearances, and Jonti's namesake asteroid. Finally, Jonti adopts a special planet into our hall-of-fame list. Listen to find out more! Do you have a question we didn't ask? Join in the discussion in the comments below, and find us on bluesky. You can also get your hands on Exocast merchandise at exocast.threadless.com Exocast is edited by musician/composer Fergus Hall (https://www.fergushallmusic.com) and is supported by listener donations at buymeacoffee.com/exocast. We cannot make the show without your support and it is very much appreciated.

The world's biggest heat pump and air conditioning manufacturers has expanded its presence in this country. Daikin has now moved into a new $30 million warehouse facility in the Christchurch suburb Hornby. 

Giant bladder cancer paper in NEJM this week with the highly anticipated results of the perioperative EV-Pembro trial (EV-303 / KN-905). Already we can say this is a landmark publicaion in bladder cancer that will change practice and even challenge the role of cystectomy (maybe)! Declan Murphy and Renu Eapen caught up with first author Christof Vulsteke (Integrated Cancer Centre, Ghent, BEL) when we were at ESMO Asia recently and had a chat about this work and how it will change practice. This is a Themed Podcast supported by our Platinum Partner, Astellas. Even better on our YouTube channelLinks:EV-303 in NEJM 

There's a new beauty standard on the block but instead of lip filler and face lifts aimed at women, it's a trend targeting men. The founder of the movement is the 20-year-old influencer, Clavicular, who has been taking steroids since he was 14 years old to achieve a look he thinks is attractive. Looksmaxxers recommend pseudoscientific methods such as 'mewing' and bone smashing to create a chiseled jawline. But where did this harmful trend originate from? YouTuber, Jimmy the Giant, talks about some of the jargon associated with looksmaxxing and its links to inceldom.

Stupid News Extra 2-23-2026 …Giant Sinkhole in NJ Claims a Dump Truck full of Asphalt

Date: 11/4/2025 Designed to keep you informed without the fluff, this series delivers sharp, essential updates to help you stay ahead in fashion and business. This week, Bret and Emily discuss Tariffs, Korean Giant Sae‑A Trading, and 3D printed shows.  

Record Numbers Shatter Post-Pandemic Expectations Six years after the pandemic first disrupted American life, a troubling trend emerges across rural Virginia. The Blue Ridge Area Food Bank now serves approximately 180,000 people every month—a staggering 39,000 more than the pandemic's peak. Les Sinclair, the organization's Communications and PR Manager, reveals this sobering reality during a recent conversation on The Valley Today with host Janet Michael. Initially, food bank officials believed the pandemic would represent the worst crisis they'd ever face. When government assistance programs temporarily lifted many families out of poverty, demand dropped slightly to around 141,000 monthly visits. However, this optimism proved short-lived. "We thought the numbers would never go up beyond the pandemic max," Les explains. "That just didn't pan out." Instead, inflation took hold with devastating consequences. While prices soared across every sector, wages failed to keep pace. Consequently, more working families find themselves unable to afford basic necessities, forcing them to seek food assistance for the first time in their lives. A Massive Rural Footprint The Blue Ridge Area Food Bank operates across an impressive territory that spans 25 counties and eight cities throughout Virginia. Stretching from Winchester and Frederick County in the north to beyond Lynchburg and Bedford County in the south, the organization covers approximately 12,000 square miles—roughly the size of Maryland or one-third of Virginia's total area. To manage this vast region effectively, the food bank maintains four strategic warehouse locations. Their headquarters sits in Verona, just outside Staunton, while additional distribution centers operate in Winchester, Charlottesville, and Lynchburg. Notably, the Winchester facility alone serves Frederick, Clarke, Fauquier, Warren, Shenandoah, Page, and Rappahannock Counties, including the densely populated Loudoun County. Moreover, the organization represents a groundbreaking experiment in food banking. When founded in 1981, most food banks concentrated on urban areas where dense populations made distribution easier. The Blue Ridge Area Food Bank, however, pioneered rural food distribution—a critical distinction since nine out of ten food-insecure Americans live in rural communities rather than urban centers. The Partnership Model That Makes It Work The food bank functions as a sophisticated logistics operation, partnering with Feeding America nationally and hundreds of local food pantries regionally. Les compares their role to a Walmart warehouse, buying food by the truckload and storing massive quantities. Meanwhile, local pantries like Winchester CCAP serve as the "customer-facing" locations, directly distributing food to families in need. This partnership proves essential for reaching scattered rural populations. "We couldn't do what we do without them," Les emphasizes. "They couldn't do what they do without us." Furthermore, the organization sources food from diverse channels. Retail grocers contribute 36% of donations through partner pickup programs, where pantries collect excess inventory directly from stores like Food Lion, Kroger, and Giant. Additionally, the USDA provides government-purchased food from American farmers, while large manufacturers donate products with misprinted labels or excess inventory. Local and regional farmers also contribute fresh produce to the network. The Grocery Store Challenge Recently, however, the retail partnership faced unexpected pressure. During October and November, and again during winter snowstorms, consumers cleared grocery store shelves completely. When stores have no excess inventory, they have nothing left to donate. Compounding this challenge, grocery chains have become remarkably efficient at predicting demand. Using AI technology, they now anticipate that shoppers will buy strawberry Pop-Tarts before storms and adjust inventory accordingly. While this efficiency benefits retailers and consumers, it reduces the surplus available for food banks. Simultaneously, USDA food supplies have dropped 30% year-over-year, forcing the food bank to purchase more food directly. Although they cannot fully replace the high-quality proteins and vegetables the government typically provides, they continue prioritizing nutritious options for their partner pantries. Shattering Misconceptions About Food Pantry Users Perhaps the most persistent myth surrounding food insecurity involves who actually needs assistance. Many people assume food pantry visitors are simply lazy and should "get a job." The reality, however, tells a dramatically different story. Most people seeking food assistance are working. They're trying to improve their lives but living on financial margins so thin that a single unexpected expense creates crisis. In fact, more than a quarter of the food bank's guests visit only once per year—they simply need help getting over a temporary hump. Les shares the story of a convenience store worker who injured her wrist on the job. Unable to work while waiting for workers' compensation, she has zero income and cares for a paralyzed son. She's not lazy—she's injured, uninsured temporarily, and desperately trying to survive until she can return to work. Even when workers' compensation arrives, it typically covers only 70% of regular wages and takes considerable time to process. For families living paycheck to paycheck, missing even one payment creates cascading financial disasters. The Government Shutdown Ripple Effect Currently, partial government shutdowns compound these challenges. Federal workers, particularly TSA agents, continue reporting to work without paychecks. They still pay for childcare, gas, and other necessities, but many receive payment only monthly—making it extraordinarily difficult to stretch resources from one paycheck to the next. Contrary to popular belief, landlords cannot always wait patiently for delayed rent payments. Many landlords depend on rental income to pay their own mortgages. When a tenant misses a $2,000 rent payment, the landlord must still cover their mortgage. Moreover, the economic impact extends far beyond government employees. When federal workers stop dining out, restaurants lose business. Wait staff lose tips. Restaurant owners order less food from suppliers like Sysco. Truck drivers haul fewer loads. The entire economic system suffers. Sarah Cohen of Route 11 Chips experienced this firsthand. During COVID and government shutdowns, her sales to DC cafes plummeted because federal workers weren't coming to the office for lunch. These ripple effects reach deep into Virginia's economy, affecting businesses and workers far from the capital. The Impossible Choice: Heat or Eat Winter brings particularly cruel dilemmas for struggling families. Les recently spoke with William, a roofer injured on the job who lives in a mobile home with his dog, Cocoa. Unable to afford heating, William and Cocoa "just sort of curl up" together while he waits for surgeries that will allow him to return to work. Another woman caring for three disabled grandchildren faces $400 monthly electric bills. With both she and her husband experiencing serious health issues and the children's parents out of the picture, they constantly struggle with the impossible choice between heating their home and feeding their family. These aren't isolated cases. Across the food bank's service area, families regularly face this devastating decision. When $600 heating bills arrive after cold snaps, many choose to keep the lights on and visit food pantries to feed their families. Food as Medicine: A Holistic Approach The Blue Ridge Area Food Bank takes a progressive stance on nutrition, viewing food as medicine rather than mere sustenance. They prioritize fresh produce, which comprised 30% of their distribution last year, because they understand that proper nutrition helps people thrive. Nutritious food keeps medical bills down across entire communities. Children pay better attention in school when properly nourished. People can manage chronic illnesses and diseases through better nutrition. Conversely, when families can only afford high-calorie processed foods, they face increased health risks despite consuming adequate calories—debunking the myth that overweight individuals cannot be food insecure. Additionally, access to food reduces stress, which itself functions as a health intervention. When people live on the edge of a financial cliff, they cannot make good long-term decisions. They're too focused on simply not falling. However, when food security removes one major stressor, families can step back from that precipice and begin making better choices for their futures. Quality Food for Everyone Another common misconception suggests that food bank offerings are somehow subpar. In reality, the food distributed through this network maintains high-quality standards. While well-meaning donors sometimes contribute items like ramen noodles during food drives, the bulk of distributed food comes from retail grocers, USDA programs, and direct purchases of nutritious items. The food bank specifically prioritizes produce because people crave fresh fruits and vegetables. Although produce represents one of the most expensive food categories—often making it a luxury for families on tight budgets—the organization believes everyone deserves access to healthy, nutritious food regardless of their economic circumstances. How Communities Can Help Fortunately, community members have multiple ways to support this critical mission. Volunteering provides valuable assistance, and notably, many food bank guests themselves volunteer, giving back to the community that supported them during difficult times. Financial donations prove particularly effective. Just $1 helps provide more than three meals, meaning $10 supplies a month of meals for someone in need, while $100 provides 300 meals. The food bank's purchasing power and logistics expertise amplify every dollar donated. Beyond time and money, advocacy matters tremendously. Currently, the Federation of Virginia Food Banks—representing all seven food banks across the state—works to promote "food as medicine" initiatives with the state legislature. Community members can support these efforts through the food bank's website at BRAFB.org/actnow or BRAFB.org/getinvolved. Finally, social media engagement amplifies the message. Following the food bank's social media accounts, resharing posts, and commenting helps spread awareness that hunger relief remains an urgent community need. Finding Help When You Need It For individuals and families currently struggling with food insecurity, Les offers an important message: "You're not alone, and we are here with you. We are here to walk with you through this challenge in your life." The food bank's website features an easy-to-use food finder tool. Visitors to BRAFB.org can click "Find Food," enter their address, and immediately see all nearby pantries with contact information, open hours, and everything needed to access food quickly. Alternatively, Virginians can call 211 for phone-based assistance connecting them with local resources. A Community Responsibility As this conversation reveals, food insecurity affects far more people than most realize—one in nine people across the food bank's service area. These aren't strangers or statistics; they're neighbors, coworkers, and community members facing temporary crises that could happen to anyone. The Blue Ridge Area Food Bank stands ready to help, but they cannot do it alone. Through partnerships with local pantries, support from community donors and volunteers, and advocacy for systemic solutions, the organization continues fighting to ensure everyone has enough to eat. In Janet Michael's words, it's "a responsibility I do not take lightly"—and neither should any of us.

What do you do when the giant in front of you feels impossible to defeat? On Family Sunday at Family Church, we gathered kids and adults together to revisit one of the most powerful stories in Scripture — David and Goliath from 1 Samuel 17. Through a fun and unforgettable live illustration, we were reminded that: Giants don't disappear just because we ignore them. You can't fight spiritual battles with worldly methods. Preparation happens in private before victory happens in public. Sometimes God removes the giant… and sometimes He gives you strength to face it. Parents, kids, families — this message is for all of us. Whether your giant is fear, anxiety, finances, marriage struggles, parenting challenges, or something no one else sees, the battle belongs to the Lord. We are called to fight in the name of Jesus — not in our own strength. If this message encouraged you, share it with someone who needs strength to face their giant today. #FamilyChurch #DavidAndGoliath #FacingGiants #ChildlikeFaith #faithinaction 00:00 – Family Sunday Introduction 01:00 – Why Jesus Welcomes Children 02:00 – Setting Up the Story of David & Goliath 03:00 – The 40-Day Standoff 04:00 – David Arrives on the Scene 05:00 – Saul's Armor Doesn't Fit  07:30 – Five Smooth Stones 08:30 – Meet Goliath (Live Illustration) 11:00 – David's Bold Declaration 13:00 – The Battle in the Valley 14:30 – What Giants Look Like Today 15:30 – You Can't Fight Like the World 17:30 – Preparation in Private 19:30 – Pray From the Heart 20:00 – Family Prayer Time 21:00 – Sometimes God Removes the Giant 22:00 – Closing Prayer

Morse code transcription: vvv vvv Giant tortoises return to Gal pagos island after nearly 200 years Trump announces increase of new global tariffs from 10 to 15 Woman handed gift card receipt for 63 quadrillion in Nottingham cafe MPs to discuss inquiry into role of trade envoys after Andrew arrest Nasa astronauts moon mission likely to be delayed Securitas bank notes may be rotting after UKs biggest raid police Thats me Hundreds tell BBC that medication triggered gambling and other addictions Iran students resume anti government protests TikToker army medic, 25, found dead at her barracks in Warminster UK should send non combat troops to Ukraine now, former PM Boris Johnson tells BBC

Saturday Mornings Show host Glenn van Zutphen and co-host Neil Humphreys step into a world where insects tower over us. Joining us in the studio are Honor Harger, Vice President of the ArtScience Museum, and Foo Maosheng, Curator of the Cryogenic Collection and Insecta Senior Scientific Officer at the Lee Kong Chian Natural History Museum. They take us inside Insects: "Microsculptures Magnified", ArtScience Museum’s first major exhibition of the year and the Southeast Asian debut of award‑winning photographer Levon Biss. Thirty seven magnification portraits created in collaboration with the American Museum of Natural History, the exhibition transform beetles, flies, wasps, and other tiny creatures into monumental artworks up to seven feet tall. Colours, textures, and anatomical structures invisible to the naked eye are revealed in astonishing detail. Beyond the art, the exhibition invites visitors to dig deeper into the natural world through interactive displays, real specimens, and behind‑the‑scenes insights into Biss’ meticulous photographic process. Maosheng shares how Singapore’s own insect biodiversity—often misunderstood or dismissed as “pests”—plays essential roles in our ecosystems, and how public education can help shift perceptions and even overcome fears.See omnystudio.com/listener for privacy information.

Morse code transcription: vvv vvv Giant tortoises return to Gal pagos island after nearly 200 years TikToker army medic, 25, found dead at her barracks in Warminster Trump announces increase of new global tariffs from 10 to 15 Thats me Hundreds tell BBC that medication triggered gambling and other addictions Securitas bank notes may be rotting after UKs biggest raid police Woman handed gift card receipt for 63 quadrillion in Nottingham cafe MPs to discuss inquiry into role of trade envoys after Andrew arrest Iran students resume anti government protests Nasa astronauts moon mission likely to be delayed UK should send non combat troops to Ukraine now, former PM Boris Johnson tells BBC

Morse code transcription: vvv vvv MPs to discuss inquiry into role of trade envoys after Andrew arrest Trump announces increase of new global tariffs from 10 to 15 Securitas bank notes may be rotting after UKs biggest raid police Thats me Hundreds tell BBC that medication triggered gambling and other addictions Nasa astronauts moon mission likely to be delayed Giant tortoises return to Gal pagos island after nearly 200 years Woman handed gift card receipt for 63 quadrillion in Nottingham cafe UK should send non combat troops to Ukraine now, former PM Boris Johnson tells BBC TikToker army medic, 25, found dead at her barracks in Warminster Iran students resume anti government protests

Morse code transcription: vvv vvv Iran students resume anti government protests Giant tortoises return to Gal pagos island after nearly 200 years TikToker army medic, 25, found dead at her barracks in Warminster UK should send non combat troops to Ukraine now, former PM Boris Johnson tells BBC Trump announces increase of new global tariffs from 10 to 15 Thats me Hundreds tell BBC that medication triggered gambling and other addictions Nasa astronauts moon mission likely to be delayed Securitas bank notes may be rotting after UKs biggest raid police Woman handed gift card receipt for 63 quadrillion in Nottingham cafe MPs to discuss inquiry into role of trade envoys after Andrew arrest

Imagine sailing near New Zealand, thinking you're floating above endless blue — when actually, you're right above a lost continent. Yep, scientists have confirmed Zealandia, a giant landmass hiding beneath the waves, and it's way bigger than you'd expect. This isn't just a random underwater plateau - it's a real continent that broke away millions of years ago and sank. New Zealand is just the visible tip of this massive hidden world. So, grab your curiosity, because we're about to explore how this continent was found, what's on it, and why it changes everything we know about our planet. Trust me - you'll never look at New Zealand the same way again. Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the nation's largest brewers says it expects tariffs on the aluminum used in its cans to dent its profits this year.Molson Coors said in its latest financial results that an 8.1% jump in its average cost of goods sold in the quarter, in part, reflected increases in the U.S. Midwest aluminum premium, and noted that commodity inflation would continue to affect profitability this year. Company officials estimated at an industry conference Wednesday that aluminum costs would impact profit by about $125 million, Reuters reported.#MolsonCoors, #AluminumTariffs, #Tariffs, #AluminumPrices, #CommodityInflation, #BeerIndustry, #ManufacturingCosts, #BusinessNews, #CorporateEarnings, #SupplyChain, #Inflation, #USManufacturing, #MetalsMarket, #TradePolicy, #EconomicNews, #BeverageIndustry, #CostOfGoodsSold, #ProfitMargins, #Reuters, #MillerLite, #Peroni, #Vizzy

Rest in peace to a true civil rights pioneer, Jesse Jackson. Joe explains why his impact on Democratic politics - and the country - is so lasting. Which Presidents owe their elections to Jesse Jackson? And what lessons can we take from how he reshaped the party in the 80s and 90s that apply to 2028? Plus - Prince Andrew got arrested, but Howard Lutnick's closer to Trump than ever. Why we aren't shocked. What's going on with Iran? And isn't it just terrible strategy to announce you're bombing someone before you do it?  Learn more about your ad choices. Visit megaphone.fm/adchoices

Conor McNamara joins John Murray & Ian Dennis to talk football, travel & language. John reflects on his trip to Baku in Azerbaijan. There's a railway reunion of sorts and ‘sleepgate' continues. The guys look ahead to the Premier League weekend, including Tottenham-Arsenal. Plus unintended pub and film names, Clash of the Commentators and the Great Glossary of Football Commentary. Messages and voicenotes welcome on WhatsApp to 08000 289 369 & emails to TCV@bbc.co.uk01:10 John back from Baku! 07:10 John overcomes a bad cold! 10:45 A railway reunion… 13:00 Update from the sleeping listeners… 14:50 5 Live commentaries this weekend, 16:55 Tottenham-Arsenal preview, 23:00 Bodø in strong position to progress, 24:50 Music in commentary… 26:20 Unintended pub names, 33:55 Clash of the Commentators, 43:00 Great Glossary of Football Commentary.5 Live / BBC Sounds commentaries: Sat 1500 Aston Villa v Leeds with Ian & Leon Osman (starts on Sports Extra), Sat 1500 Chelsea v Burnley on Sports Extra 2 with Mike Minay & Rachel Corsie, Sat 1730 West Ham v Bournemouth with Conor McNamara & Rob Green, Sun 1400 Nottingham Forest v Liverpool with Vicki Sparks & Pat Nevin, Sun 1400 Sunderland v Fulham on Sports Extra 2 with Lee Blakeman & Danny Collins, Sun 1400 Crystal Palace v Wolves on Sports Extra 3 with Chris Coles & Matt Jarvis, Sun 1630 Tottenham v Arsenal with John Murray & Clinton Morrison.Great Glossary of Football Commentary: DIVISION ONE Agricultural challenge, Back of the net, Back to square one, Bosman, Bullet header, Coupon buster, Cruyff Turn, Cultured/educated left foot, Dead-ball specialist, Draught excluder, Elastico/flip-flap, False nine, Fox in the box, Giving the goalkeeper the eyes, Grub hunter, Head tennis, Hibs it, In a good moment, In behind, Magic of the FA Cup, The Maradona, Off their line, Olimpico, Onion bag, Panenka, Park the bus, Perfect hat-trick, Rabona, Roy of the Rovers stuff, Schmeichel-style, Scorpion kick, Spursy, Stick it in the mixer, Target man, Tiki-taka, Towering header, Trivela, Where the kookaburra sleeps, Where the owl sleeps, Where the spiders sleep.DIVISION TWO 2-0 can be a dangerous score, Back on the grass, Ball stays hit, Beaten all ends up, Blaze over the bar, Business end, Came down with snow on it, Catching practice, Camped in the opposition half, Cauldron atmosphere Coat is on a shoogly peg, Come back to haunt them, Corridor of uncertainty, Couldn't sort their feet out, Easy tap-in, Daisy-cutter, First cab off the rank, Giant-killing, Good leave, Good touch for a big man, Half-turn, Has that in his locker, High wide and not very handsome, Hospital pass, Howler, In the dugout, In the hat, In their pocket, Johnny on the spot, Leading the line, Leather a shot, Middle of the park, Needed no second invitation, Nice headache to have, Nutmeg, On their bike, One for the cameras, One for the purists, Played us off the park, Points to the spot, Prawn sandwich brigade, Purple patch, Put their laces through it, Reaches for their pocket, Rolls Royce, Root and branch review, Row Z, Screamer, Seats on the plane, Show across the bows, Slide-rule pass, Steal a march, Straight in the bread basket, Stramash, Taking one for the team, Telegraphed that pass, Tired legs, That's great… (football), Thunderous strike, Turns on a sixpence, Walk it in, We've got a cup tie on our hands.UNSORTED After you Claude, All-Premier League affair, Aplomb, Bag/box of tricks, Brace, Brandished, Bread and butter, Breaking the deadlock, Bundled over the line, Champions elect / champions apparent, Clinical finish, Commentator's curse, Denied by the woodwork, Draught excluder, Elimination line, Fellow countryman, Foot race, Formerly of this parish, Free hit, Goalkeepers' Union, Goalmouth scramble, Honeymoon Period, In and around, In the shop window, Keeping ball under their spell, Keystone Cops defending, Languishing, Loitering with intent, Marching orders, Nestle in the bottom corner, Numbered derbies, Opposite number, PK for penalty-kick, Postage stamp, Rasping shot, Red wine not white wine, Relegation six-pointer, Rooted at the bottom, Route One, Sending the goalkeeper the wrong way, Shooting boots, Sleeping giants, Slide rule pass, Small matter of, Spiders web, Stayed hit, Steepling, Stinging the palms, Stonewall penalty, Straight off the training ground, Taking one for the team, Team that likes to play football, Throw their cap on it, Thruppenny bit head / 50p head, Two good feet, Turning into a basketball match, Turning into a cricket score, Usher/Shepherd the ball out of play, Walking a disciplinary tightrope, Wand of a left foot, Wrap foot around it, Your De Bruynes, your Gundogans etc.

Welcome to Paranormal Spectrum, where we illuminate the enigmatic corners of the supernatural world. I'm your host, Barnaby Jones, and today we have a very special guest joining us:Kristina Bloom is a psychic, medium, and channel for The Divine. For more than two decades, she has been facilitating individual and gallery Psychic readings across the country, speaking in front of both small and large groups. The insight and wisdom of Spirit easily moves through her allowing for clear information for you, the receivers of the messages, to come through. With her light hearted nature Kristina continues to get confirmation from Spirit until the messages become clear to you.She is the creator and facilitator of the Intuitive You! program for psychic development. As a psychic reader Kristina uses her natural intuitive gifts to guide you in choosing your own best options by helping you to connect to your Spirit Guides and view every situation from a higher place.In teaching Intuitive You! Kristina understands that everyone's gifts are individual to that person and need to be nurtured as such. With the belief that everyone has intuitive abilities she tailored the class in a way that supports each student's natural ability and provides each student the freedom, along with guidance, to develop their gifts as they choose.Kristina's Websitehttps://kristinabloom.com/CAPCON Tickets – Use promo code “HANGAR1” to get 10% offhttps://events.ticketleap.com/tickets/cryptids-anomalies-and-the-paranormal-society/wisconsin-cryptids-anomalies-and-paranormal-convention-capcon-2026-1370766566Click that play button, and let's unravel the mysteries of the UNTOLD! Remember to like, share, and subscribe to our channel to stay updated on all the latest discoveries and adventures. See you there!Join Barnaby Jones on the Paranormal Spectrum every Thursday on the Untold Radio Network Live at 12pm Central – 10am Pacific and 1pm Eastern. Come and Join the live discussion next week. Please subscribe.We have twelve different Professional Podcasts on all the things you like. New favorite shows drop each day only on the UNTOLD RADIO NETWORK.To find out more about Barnaby Jones and his team, (Cryptids, Anomalies, and the Paranormal Society) visit their website www.WisconsinCAPS.comMake sure you share and Subscribe to the CAPS YouTube Channel as wellhttps://www.youtube.com/channel/UCs7ifB9Ur7x2C3VqTzVmjNQ

Don't Fear the Giant's Bed #RTTBROS #Nightlight"Do not fear them, for the LORD your God, he shall fight for you." — Deuteronomy 3:22You know, there are names in the Bible that most of us skip right over. We see them in the text and our eyes sort of glaze and we keep moving. Og, king of Bashan, is one of those names. But here's the thing, nothing in Scripture is filler. The Holy Spirit doesn't waste words.So let me tell you about Og.He was a giant. The Bible tells us his iron bed was nine cubits long, that's somewhere around thirteen or fourteen feet. Scripture actually stops to describe the man's bed. Now why would God put that in there? I believe it's because Og represented something massive, something ancient, something that looked absolutely undefeatable to the people standing in front of him.He ruled over sixty fortified cities with high walls and iron gates, and he stood between Israel and the land God had promised them. That's a lot of intimidation packed into one king.But here's where the story gets good. The text says simply, "So the LORD our God also delivered into our hands Og king of Bashan." It doesn't say Israel outfought him or outwitted him. It says God delivered him. The giant fell because God had already decided the outcome.And then watch what happened next. The territory of that giant, those sixty fortified cities, became Israel's inheritance. The land of intimidation became the land of promise.I'm too soon old and too late smart, but I've lived long enough to know that most of us are facing our own version of Og right now. Maybe it's a financial situation that looks like an iron bed, too big to move. Maybe it's a health report. Maybe it's a spiritual battle that feels entrenched and permanent. Something towering over you that seems like it will never fall.Can I remind you tonight that the giants of your life are remnants? Loud, yes. Intimidating, absolutely. But remnants of a dying opposition to the purposes of God. And our God still delivers giants into the hands of His people.Don't measure the promise by the size of the opposition. Measure the opposition by the size of your God.Let's pray: Father, tonight we look at things that feel too big, too fortified, too entrenched. And we choose to remember Og. You delivered him. You turned his territory into testimony. Do it again, Lord, in our lives. Fight for us, as only You can. In Jesus' name, Amen.#Faith #Courage #ChristianLiving #DailyDevotion #TrustGod #BiblicalWisdom #SpiritualGrowth #RTTBROS #NightlightBe sure to Like, Share, Follow and subscribe, it helps get the word out.https://linktr.ee/rttbros

In this episode of the All Things Sustainable podcast, we explore how one of the world's largest tire manufacturers is working to balance profitability with sustainability across a global supply chain.   We talk with Antoine Sautenet, Chief Sustainability Officer at France-based Michelin Group, who outlines company strategies that prioritize climate, biodiversity, social equity and circularity alongside profit.   "Today it's very difficult to translate the sustainability performance into the price of our product," Antoine tells us. "So one of our challenges is to make that balance between profit and planet in order to be able to promote the right value of our product compared to our competitors."  Antoine describes how Michelin is increasing the use of recycled and renewable materials in its tires to reduce the company's reliance on fossil fuels and other resources. And he outlines how the company works with the many smallholder farms that produce rubber for its tires to drive sustainable agriculture practices.  This interview is the latest installment in our CSO Insights podcast series, where we interview Chief Sustainability Officers around the world about how they're navigating the changing sustainability landscape. Listen to other episodes in the series here.  Copyright ©2026 by S&P Global    DISCLAIMER   By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.          Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.  S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

Welcome back to He's a Giant, where Monte and Sal break down the dawn of the John Harbaugh era for the New York Giants. In this slightly earlier-than-usual episode, the guys dissect the brand-new coaching staff stacked with veteran experience (Matt Nagy, Denard Wilson, Brian Callahan, Greg Roman, Mike Bloomgren & more), the fascinating front-office power shift with Dawn Aponte reporting directly to Harbaugh, and the aggressive “push-your-chips-in” free-agency philosophy they expect the Giants to take around their young core of Jaxson Dart, Malik Nabers, Andrew Thomas, and Dexter Lawrence. From potential offensive-line overhauls (Tyler Linderbaum, Wyatt Teller, Joel Bitonio, AVT) to wide-receiver and linebacker targets, plus every scheme-fit connection under the new regime, this is the ultimate roadmap for how the Giants plan to load up and compete in 2026.Timestamps:00:00:08 Welcome & studio tour00:01:45 Full coaching staff breakdown & veteran-experience theme00:05:43 Philosophical approach to free agency & roster building00:09:36 Dawn Aponte front-office role & Harbaugh power structure00:16:41 “Fill the starting 22 before the draft” strategy00:23:28 Offensive line deep dive – Linderbaum, Teller, Bitonio, AVT, etc.00:58:08 Wide receiver & running back targets01:08:39 Tight end options01:13:49 Linebacker & defensive line targets01:30:28 Cornerback & safety free agents01:45:36 Final thoughts & 2026 “all-in” outlook

SanchoWest and Santizap discuss the upcoming Elimination Chamber in Chicago with a temperature check. And Mania hype missing it's GIANT turkey.

ICE GIANT is all about crafting music that hits hard and keeps you hooked by blending the best of metal, thrash, and progressive metal. Since dropping our debut album in 2017, we've rocked out 56 times (and counting!) across venues in Massachusetts, Rhode Island, New Hampshire, Vermont, Connecticut, New York, and even down to Pennsylvania. When you catch us live, throw on your favorite ICE GIANT tee and get ready for epic vocals, killer guitar harmonies, earth-shaking orchestral vibes, and a rhythm section that packs a punch.Upon wrapping up their second album, "Ghost of Humanity," with the awesome Brian Westbrook (Lich King) at Sonic Titan Studios in Shelburne, Massachusetts. This new record takes you on a space adventure with the last humans escaping a post-apocalyptic Earth, searching for a new home in the galaxy. As you listen, you'll dive into deep questions about humanity, our impact on the planet, the ethics of war, and more.Official Links:Bandcamp: http://icegiantband.bandcamp.com/Metal Archive: https://www.metal-archives.com/bands/Ice_Giant/3540426305Passionate about metal? You'll want to tune in to Flamekeeper™, the show that's electrifying the airwaves. As the host, MRJ brings an unparalleled enthusiasm and deep knowledge of the genre, captivating listeners with every episode. With a penchant for spotlighting up-and-coming artists and hosting insightful interviews, MRJ has cemented Flamekeeper™'s reputation as a must-listen for metal aficionados. And the best part? By rating, reviewing, and sharing the show, you're not just supporting great content – you're also helping Flamekeeper™'s sponsors, ensuring the continued success of this heavy-hitting program.Links to our Sponsors & Partners:Ageless Art Tattoo & Piercing - Clarksville/New Albany:http://www.agelessartclarksville.comhttp://www.agelessartna.comPizza DoNisi/MAG BAR:https://pizzadonisi.com/http://magbaroldlouisville.comShadebeast:http://shadebeast.comand use PROMO CODE: "SITH LORD" at check out for a 10% Discount!Creeping Death Designs:http://www.creepingdeathdesigns.comand use PROMO CODE: "METALFORGE10" at check out for a 10% Discount!Record Labels:Unchained Tapes:http://www.unchainedtapes.bigcartel.comand use PROMO CODE: "METALFORGE10" at check out for a 10% Discount!Mercenary Press:http://www.mercenarypress.bigcartel.comand use PROMO CODE: "METALFORGE" at check out for a 10% Discount!Other shows you can listen to:Night Demon Heavy Metal Podcast:http://www.nightdemon.nethttps://open.spotify.com/show/2ozLCAGQ4LdqJwMmeBYJ7k?si=OvvfZsNYRPqywwb86SzrVAZines:Soulgrinder Zine:http://www.facebook.com/soulgrinder.zineOFFICAL LINKS OF THE METAL FORGE®/FLAMEKEEPERhttp://www.metalforgeradio.comhttps://www.flamekeeper.vip FB/IG/TW/TikTok/YouTube - @metalforgeradioFlamekeeper Podcast Network: http://www.youtube.com@flamekeeperpnThe Metal Forge®The Alehorn™Ossont & Battery™Unsleeved™All Rights Reserved. Any unauthorized reproduction/duplication is expressly forbidden without prior written consent and is punishable by law. Metal Forge Intro I copyright 2020 The Metal Forge® Published by UNTIL I GET IT RIGHT MUSIC/ASCAP. Metal Forge Intro II copyright 2023 The Metal Forge® The Metal Forge® Published by UNTIL I GET IT RIGHT MUSIC/ASCAP. Metal Forge Intro III copyright 2025 The Metal Forge® Published by UNTIL I GET IT RIGHT MUSIC/ASCAP. The Metal Forge®, please contact metalforgeradio@gmail.com for any and all other info. All other music is owned by writers/publishers respectively and is used with permission for means of promotion.©2019-2026 The Metal Forge®

I just had a baby! We're all doing well, and because he's a big boy, here's a rerun of one of my favorite episodes about big babies. Moo Deng! Pesto! What do they have in common? They're big babies!! We talk about these giant babies, and also, the tiniest babies who grow to enormous sizes. I'm joined by comedy writer Lydia Bugg! See omnystudio.com/listener for privacy information.

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

The full lineup—Ben Rogers, Jeff “Skin” Wade, Kevin “KT” Turner, and Krystina Ray—breaks down KT's unexpected discovery of a mysterious store labeled “Going, Going, Gone” on the old Dick's Sporting Goods building. What starts as simple confusion quickly spirals into:

FOLLOW RICHARD Website: https://www.strangeplanet.ca YouTube: @strangeplanetradio Instagram: @richardsyrettstrangeplanet TikTok: @therealstrangeplanet EP. #1322 The Great Giant Erasure: Who Buried America's Ancient Titans? For more than a century, American newspapers reported astonishing discoveries: enormous human skeletons unearthed from ancient burial mounds — some said to stand eight or nine feet tall, with double rows of teeth and even horned skulls. Then, almost overnight, the reports vanished. Were these early accounts hoaxes, misidentified remains, or fragments of a forgotten chapter of human history quietly buried? Investigative journalist Kristan T. Harris has combed through Library of Congress archives and historical collections, cataloguing more than a thousand newspaper reports of giant skeleton discoveries across North America. Tonight, we explore the evidence, the disappearances, and the enduring question: were giants myth… or suppressed history? GUEST: Kristan T. Harris is an independent investigative journalist and co-founder of The Rundown Live, known for blending frontline citizen journalism with deep archival research into hidden history and power structures. His reporting during the George Floyd and Kenosha unrest drew national attention, while his investigative work has included releasing Ghislaine Maxwell trial transcripts, uncovering sealed FBI documents through FOIA, and contributing to documentaries on government secrecy and media manipulation. A former MUFON investigator with a passion for the esoteric, Harris has spent years researching historical newspaper archives — cataloguing more than a thousand reports of giant human skeleton discoveries across North America. WEBSITE: https://therundownlive.com/kristan-t-harris SUPPORT OUR SPONSORS!!! QUINCE Luxury, European linen that gets softer with every wash! Turn up the luxury when you turn in with Quince. Go to Quince dot com slash RSSP for free shipping on your order and 365-day returns. Now available in Canada, too ⁠ BECOME A PREMIUM SUBSCRIBER!!!⁠ ⁠https://strangeplanet.supportingcast.fm⁠ Three monthly subscriptions to choose from. Commercial Free Listening, Bonus Episodes and a Subscription to my monthly newsletter, InnerSanctum. Visit ⁠https://strangeplanet.supportingcast.fm⁠ Use the discount code "Planet" to receive $5 OFF any subscription. We and our partners use cookies to personalize your experience, to show you ads based on your interests, and for measurement and analytics purposes. By using our website and services, you agree to our use of cookies as described in our Cookie Policy. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://strangeplanet.supportingcast.fm/

About this episode: A pipe collapse outside of D.C. has spilled nearly 300 million tons of sewage into the Potomac River. Recent frigid temperatures and long-term infrastructure challenges are making cleanup a formidable job. In this episode: Natalie Exum of the Johns Hopkins University Water Institute talks about the spill, its health impacts, and whether it could have been prevented. Guests: Natalie Exum, PhD, MS, is an assistant professor of Environmental Health and Engineering at the Johns Hopkins Bloomberg School of Public Health and an affiliate of the Johns Hopkins University Water Institute. Host: Lindsay Smith Rogers, MA, is the producer of the Public Health On Call podcast, an editor for Expert Insights, and the director of content strategy for the Johns Hopkins Bloomberg School of Public Health. Show links and related content: Potomac Interceptor Collapse—DC Water UMD team finds E. coli, MRSA in Potomac River after sewage spill—University of Maryland School of Public Health Millions of Gallons of Raw Sewage Spill Into the Potomac River—New York Times Transcript information: Looking for episode transcripts? Open our podcast on the Apple Podcasts app (desktop or mobile) or the Spotify mobile app to access an auto-generated transcript of any episode. Closed captioning is also available for every episode on our YouTube channel. Contact us: Have a question about something you heard? Looking for a transcript? Want to suggest a topic or guest? Contact us via email or visit our website. Follow us: @‌PublicHealthPod on Bluesky @‌PublicHealthPod on Instagram @‌JohnsHopkinsSPH on Facebook @‌PublicHealthOnCall on YouTube Here's our RSS feed Note: These podcasts are a conversation between the participants, and do not represent the position of Johns Hopkins University.

In this captivating episode, we are joined by twin brothers Roman and Jaren Daniels, the accomplished hosts of the Supernatural Station Podcast.Lifelong investigators of the paranormal and direct witnesses to its most compelling phenomena, the Daniels brothers bring authentic insight and intensity to their storytelling. They share a particularly chilling and very recent experience at Settlement Canyon Reservoir in Tooele, Utah.While exploring the scenic area and experimenting with a ghost-detection app to document potential spectral activity—which yielded intriguing results—the brothers encountered something far more extraordinary: a massive, humanoid figure silhouetted against the rugged mountain backdrop. Towering over nearby fishermen on the lake below, the entity moved with an unnatural, fluid grace that defied conventional biology and left them profoundly unsettled.Could this have been a bold sighting of Bigfoot in one of Utah's striking natural landscapes?The conversation extends beyond this encounter to explore a range of high-strangeness topics, including ghostly phenomena, cryptids, conspiracies, and even emerging technologies—such as Moltbook, the innovative social media platform designed by AI for AI agents.Join us for a thought-provoking discussion that bridges eyewitness testimony, unexplained mysteries, and the evolving intersection of the paranormal and artificial intelligence.https://linktr.ee/supernaturalstation?utm_source=linktree_profile_share<sid=879f9704-48ea-404b-8703-2a425cb36286Gear up and get freaky with official Let's Get Freaky merchandise! Our spooky-cool collection features hoodies, t-shirts, mugs, stickers, and more—perfect for showing your love of the paranormal while staying comfy and stylish. Dive into the full range now: http://tee.pub/lic/aQprv54kktwGot a mind-blowing paranormal encounter, cryptid sighting, UFO experience, or any high-strangeness story that still gives you chills? We want to hear it—and we want YOU on the show! Become a guest on Let's Get Freaky and share your true story with our growing freaky community. Drop us a line at: letsgetfreakypodcast@mail.com Or slide into our DMs on socials: Facebook, Instagram, X, TikTok, or YouTube → @tcletsgetfreakypodcastEverything you need in one place: https://linktr.ee/letsgetfreaky

On today's episode, we discuss why the book of Leviticus still matters for Christians, as Pastor Jimmy walks through the temple sacrificial system, the distinction between atoning and cleansing offerings, and how those categories illuminate Jesus as both Passover lamb and Yom Kippur sacrifice. He highlights repeated phrases like “straying unintentionally” and “did not realize it at the time” in Leviticus 4–5 to argue that Scripture itself distinguishes between unintentional failures and willful rebellion, echoing the Catholic language of venial versus mortal sin and helping correct the “all sins are exactly the same” mindset many evangelicals grew up with. From there, the conversation explores how this Old Testament framework clarifies New Testament teaching: why ongoing, unconfessed habits like gossip or road rage differ spiritually from a one‑off lapse, how the Didache warns that unrepented anger can grow into murder, and why Jesus both raises the moral bar in the Sermon on the Mount and makes obedience possible by giving the Holy Spirit. The trio also wrestles with the danger of mere “religion” without transformation—contrasting Spinoza, Jordan Peterson, and cultural Christians who admire Jesus' ethics but refuse to die to self—with the disciplined life of a true disciple who prays, studies, fasts, and repents quickly when they miss the mark, using vivid illustrations from marriage, parenting, prison ministry, and even reflux‑inducing tomatoes to show how unchecked “small” sins can harden into open rebellion. Don't miss it!

Today is a bittersweet email and podcast.I've decided to take a break from podcasting as well.Inside of myself, I just feel like my body, mind, heart and spirit are calling me to a rest period.I just want to say a huge THANK YOU to all of you email subscribers, podcast listeners, YouTube subscribers…A HUGE thank you to my clients who I have learned so much from, to everyone who has been willing to help their brothers in my programs, for the people who put in work to transform their lives and marriages and their families' futures.It's been an honor to be part of your journey.And, a GIANT thank you to Coach Mimi who is absolutely the best person I could have worked with in the programs.From here on out I may do a podcast here and there, and you'll be getting updates on my supplement company progress, and if I learn something particularly meaningful I'll share it.But mainly for me, it's a time to rest.Also, we hit a huge milestone of 1,000,000 podcast downloads, so thank you all for listening!Stay strong in God men! Listen on the Strong Men In God Podcast. https://strongmenstrongmarriages.buzzsprout.com/Dr. Mike P.S. Let's work together to become Grounded Leaders of ourselves, our families, and our work by becoming connected to The Vine and each other. CLICK HERE to apply. https://mikefraziermd.mykajabi.com/grounded-leadership

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Ian O'Connor wrote an article outlining the order of structure in the Giants organization. Dan heard a rumor about a future hall of famer that could become a Giant. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Frank talks about throwing a big spinnerbait in early spring when the conditions align perfectly.  

Netflix shouldn't have survived.In 1997, Blockbuster owned home entertainment—9,000 stores, a business fueled by late fees, and a brand that felt untouchable. Netflix was a scrappy DVD-by-mail experiment that almost sold itself off to stay alive.So how did Netflix win?In this conversation, Reed Hastings breaks down the behind-the-scenes decisions that helped the business thrive: the uncomfortable leadership choices, the culture blueprint that surprised corporate America, and a near-catastrophic misstep that could have blown the whole thing up.Reed also talks about what shaped him long before Netflix: being a late-bloomer, teaching in the Peace Corps, learning humility from a former boss, and the painful management mistakes he made while building his first company.This is a masterclass in: challenging the status quo, choosing a culture on purpose, and making big bets without pretending you're always right.What you'll learn: Why Netflix's early “obvious” advantages weren't enough—and how close it came to dyingThe leadership lesson Reed learned from a CEO who was admirable… but strategically wrongWhy Reed says the best companies are like championship sports teams: if you can't perform at peak, leaveThe “keeper test” and how it changed corporate cultureThe Qwikster fiasco: what went wrong, and how Netflix moved to prevent future misstepsBuilding a House of Cards: How Netflix made the leap to original contentReed on the media landscape: The remote-control moment of truth, rival streamers, and the rise of AITimestamps:00:08:06 — “I was a late bloomer.” Reed on why no one saw greatness coming00:09:30 — Peace Corps in Swaziland, and the moment he nearly quit00:11:23 — An unforgettable lesson learned from the CEO who washed Reed's coffee cups00:14:39 — Building his first company in a cold cabin—no internet, just obsession and proof of concept00:16:48 — Reed's early struggles as a manager: “Too busy chopping wood to sharpen the axe.”00:24:11 — Blockbuster's late-fee pain and an early bet on DVDs00:44:47 — The dot-com crash… and the $50M LVMH round that saved Netflix (barely)00:47:12 — A possible Blockbuster buyout: “We probably would've taken any offer.”00:56:18 — The Netflix culture deck: “We're not a family,” and why that shook people up01:05:07 — The Qwikster crisis, and the backlash that humbled Reed01:19:33 — The competition: Netflix is just