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U.S. President Donald Trump is to deploy 800 National Guard troops to Washington temporarily taking over the capital's police department. The view of Alaskans ahead of President Trump's talks with Russian President Vladimir Putin. And Trump suggests U.S. chipmaker Nvidia may be allowed to sell a scaled down version of its advanced GPU chip in China - amid a pushback against the company in Beijing. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Find the Recommended Read here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
CEO Jeremy Allaire talks with TITV Host Akash Pasricha about Circle's Q2 Earnings. We also talk with Yueqi Yang about crypto treasury stocks, Xero CEO Sukhinder Singh Cassidy discusses the company's growth strategy, and we get into GPU code generation with Waleed Atallah, CEO of Mako.Articles discussed on this episode:https://www.theinformation.com/articles/cryptos-red-hot-stock-trade-shows-signs-cooling https://www.theinformation.com/briefings/crypto-exchange-bullish-seeks-990-million-upsized-ipoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Sign up for the AI Agenda newsletter.
China accounts for 90 percent of the world's rare earth elements and refining and is weaponizing their position in trade. Chinese nationals are accused of illegally exporting the most powerful GPU chips, a water district firewall stops a Chinese cyber hack, Google removes 11,000 propaganda campaigns from China, and we look at the atrocity of organ harvesting in China.
High Performance Computing is here for the masses!Enterprises are bleeding budget in the public cloud, shackled to legacy on-prem systems, and wrestling with HPC workflows so complex they require armies of admins just to keep them running. In this episode, I talk to Matthew Shaxted, Founder & CEO of Parallel Works, about how their ACTIVATE platform is breaking that lock-in, unifying HPC, AI, and hybrid cloud computing into one seamless control plane.Think democratized supercomputing — where scientists, researchers, engineers, and AI teams get instant, intuitive access to powerful compute resources without becoming system admins. ACTIVATE abstracts away the messy plumbing of schedulers, chipsets, and hybrid environments, enabling workloads to run seamlessly across on-prem, multi-cloud, and GPU clusters. From high-security IL5/CUI/ITAR deployments to real-time cost control and AI-driven physics model replacement, Parallel Works is lowering the complexity barrier and unlocking HPC for the AI era.Parallel Works was founded in 2014 in Chicago, IllinoisTechnology & Topics Mentioned:HPC, AI Orchestration, Hybrid Cloud, OpenStack, Kubernetes, GPU Clusters, Multi-GPU Nodes, IL5 Security, CUI/ITAR Compliance, Workflow Automation, Cost Governance, Scientific Computing, Predictive Modelling, Scheduler Abstraction, HPCwire Top Cloud Platform, Cloud Repatriation, NOAA, Biomedical Research, Space Weather Modelling, ML-based Physics ReplacementGreat Things with Great Tech Podcast: https://gtwgt.comGTwGT Playlist on YouTube: https://www.youtube.com/@GTwGTPodcastListen on Spotify: https://open.spotify.com/show/5Y1Fgl4DgGpFd5Z4dHulVXListen on Apple Podcasts: https://podcasts.apple.com/us/podcast/great-things-with-great-tech-podcast/id1519439787EPISODE LINKSParallel Works Website: https://www.parallelworks.comParallel Works on LinkedIn: https://www.linkedin.com/company/parallel-worksMatthew Shaxted on LinkedIn: https://www.linkedin.com/in/matthewshaxtedGTwGT LINKSSupport the Channel: https://ko-fi.com/gtwgtBe on #GTwGT: Contact via Twitter/X @GTwGTPodcast or visit https://www.gtwgt.comSubscribe to YouTube: https://www.youtube.com/@GTwGTPodcast?sub_confirmation=1Great Things with Great Tech Podcast Website: https://gtwgt.comSOCIAL LINKSFollow GTwGT on Social Media:Twitter/X: https://twitter.com/GTwGTPodcastInstagram: https://www.instagram.com/GTwGTPodcastTikTok: https://www.tiktok.com/@GTwGTPodcast
Are we beginning to see the dawn of a 2nd phase of Cloud Computing, as AI begins to become a workload that impacts every aspect of the previous era of Cloud? Let's explore…SHOW: 948SHOW TRANSCRIPT: The Cloudcast #948 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:CLOUD 1.0 vs. CLOUD 2.0Cloud 1.0: On-demand services, OSS innovation, Core Building Blocks, Affordable Infrastructure with declining costs, 1st and best customers, limited gov't involvement, varied competition levels, Cloud 2.0: AI is a now technology, GPU vs. CPU costs, vertical application stacks?, unknown economics, highly funded competition, unknown gov't involvement, unknown investment into OSS, AI gravity vs. cloud gravityFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Agents in Production [Podcast Limited Series] Episode Nine – Training LLMs, Picking the Right Models, and GPU HeadachesPaul van der Boor and Zulkuf Genc from Prosus join Demetrios to talk about what it really takes to get AI agents running in production. From building solid eval sets to juggling GPU logistics and figuring out which models are worth using (and when), they share hard-won lessons from the front lines. If you're working with LLMs at scale—or thinking about it—this one's for you.Guest speakers:Paul van der Boor - VP AI at Prosus GroupZulkuf Genc - Director of AI at Prosus GroupHost:Demetrios Brinkmann - Founder of MLOps Community~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]
AMD is on the rise, and their financials show it, plus they might have won The Game. We discover that Windows 11 SE is still a thing, PCIe 8 has been ratified, and what's the best-worst GPU of 2025! XeSS goes cross-platform-gpu and turns out that people CAN actually detect malware if properly motivated. All this and more!Timestamps:00:00 Intro00:37 Patreon01:52 Food with Josh04:38 AMD financials09:43 AMD claims "world's fastest processors" as Intel struggles18:57 AMD may be planning X3D on both CCDs23:18 Windows 11 SE is going away26:13 Windows Vista stricken from latest Win11 build?27:48 Getting to the nub of ThinkPad design35:49 PCI-SIG announces PCI Express 8.038:29 AMD's AM6 socket rumored to bring DDR6 and PCIe 640:44 Best of the 8GB GPUs45:53 The RX 9060 non-XT48:10 Bracing for the possibility of 100% tariffs on chips49:50 (In)Security Corner1:04:55 Gaming Quick Hits1:18:11 Promoting Jeremy's HyperX Jet wireless headset review1:19:15 Picks of the Week1:34:57 Outro ★ Support this podcast on Patreon ★
1. Scrutiny of the "Tea" Dating AppThe women-focused dating app "Tea" faces backlash after two data breaches exposed 72,000 sensitive images and 1.1 million private messages. Though security upgrades were promised, past data remained exposed, and the app lacks end-to-end encryption. Additionally, anonymous features enabling posts about men have sparked defamation lawsuits. Critics argue Tea prioritized rapid growth over user safety, exemplifying the danger of neglecting cybersecurity in pursuit of scale.2. North Korean Remote Work InfiltrationCrowdStrike has flagged a 220% surge in North Korean IT operatives posing as remote workers—over 320 cases in the past year. These operatives use stolen/fake identities, aided by generative AI to craft résumés, deepfake interviews, and juggle multiple jobs. Their earnings fund Pyongyang's weapons programs. The tactic reveals the limits of traditional vetting and the need for advanced hiring security.3. Airportr's Data ExposureUK luggage service Airportr suffered a major security lapse exposing passport photos, boarding passes, and flight details—including those of diplomats. CyberX9 found it possible to reset accounts with just an email and no limits on login attempts. Attackers could gain admin access, reroute luggage, or cancel flights. Although patched, the incident underscores risks of convenience services with poor security hygiene.4. Risks of AI-Generated CodeVeracode's "2025 GenAI Code Security Report" found that nearly 45% of AI-generated code across 80 tasks had security flaws—many severe. This highlights the need for human oversight and thorough reviews. While AI speeds development, it also increases vulnerability if unchecked, making secure coding a human responsibility.5. Microsoft's SharePoint Hack ControversyChinese state hackers exploited flaws in SharePoint, breaching hundreds of U.S. entities. A key concern: China-based Microsoft engineers maintained the hacked software, potentially enabling earlier access. Microsoft also shared vulnerability data with Chinese firms through its MAPP program, while Chinese law requires such data be reported to the state. This raises alarms about outsourcing sensitive software to geopolitical rivals.6. Russian Embassy Surveillance AttackRussia's "Secret Blizzard" hackers used ISP-level surveillance to deliver fake Kaspersky updates to embassies. These updates installed malware and rogue certificates enabling adversary-in-the-middle attacks—allowing full decryption of traffic. The attack shows the threat of state-level manipulation of software updates and underscores the need for update authenticity verification.7. Signal's Threat to Exit AustraliaSignal may pull out of Australia if forced to weaken encryption. ASIO's push for access contradicts Signal's end-to-end encryption model, which can't accommodate backdoors without global compromise. This standoff underscores a broader debate: encryption must be secure for all or none. Signal's resistance reflects the rising tension between privacy advocates and governments demanding access.8. Los Alamos Turns to AILos Alamos National Laboratory has launched a National Security AI Office, signaling a pivot from nuclear to AI capabilities. With massive GPU infrastructure and university partnerships, the lab sees AI as the next frontier in scientific and national defense. This reflects a shift in global security dynamics—where large language models may be as strategically vital as missiles.
While AI training garners most of the spotlight — and investment — the demands ofAI inferenceare shaping up to be an even bigger challenge. In this episode ofThe New Stack Makers, Sid Sheth, founder and CEO of d-Matrix, argues that inference is anything but one-size-fits-all. Different use cases — from low-cost to high-interactivity or throughput-optimized — require tailored hardware, and existing GPU architectures aren't built to address all these needs simultaneously.“The world of inference is going to be truly heterogeneous,” Sheth said, meaning specialized hardware will be required to meet diverse performance profiles. A major bottleneck? The distance between memory and compute. Inference, especially in generative AI and agentic workflows, requires constant memory access, so minimizing the distance data must travel is key to improving performance and reducing cost.To address this, d-Matrix developed Corsair, a modular platform where memory and compute are vertically stacked — “like pancakes” — enabling faster, more efficient inference. The result is scalable, flexible AI infrastructure purpose-built for inference at scale.Learn more from The New Stack about inference compute and AIScaling AI Inference at the Edge with Distributed PostgreSQLDeep Infra Is Building an AI Inference Cloud for DevelopersJoin our community of newsletter subscribers to stay on top of the news and at the top of your game
How Should You Pay Yourself as a Business Owner? Salary, Dividends, or an IPP? In this episode, Joe chats with Braden Warwick from PWL Capital about how business owners can pay themselves in the smartest way. They break down the pros and cons of taking a salary, dividends, or using an Individual Pension Plan (IPP), a lesser-known but powerful option. Braden shares what he's learned from co-authoring a paper with Ben Felix, and they talk through real-life examples. You'll learn how taxes play into each option, what “notional accounts” are (in simple terms), and how a flexible income plan could help you get the most from your money,both now and in retirement. Here's what you're in for: 00:00 – Welcome and intro 00:24 – Meet Braden and his role at PWL 01:57 – What the research says about business owner pay 04:03 – Tax pros and cons of each method 08:46 – What are notional accounts, anyway? 13:02 – How IPPs work and who they're good for 17:35 – Using a flexible salary strategy 25:49 – Final thoughts and where to learn more —------------------------------------------------------------- ABOUT BRADEN WARWICK Braden Warwick is a PhD Research Engineer who loves turning complex research into practical, high-performing software. With a background in optimization, Monte Carlo and statistical analysis, and stochastic modeling, he's passionate about solving tough problems and making data-driven tools that work in the real world. Braden has hands-on experience with GPU-accelerated simulations, parallel processing, and modern Python and JavaScript frameworks, bringing innovative ideas from theory to production. You can reach out to Braden through: LinkedIn: https://www.linkedin.com/in/braden-warwick-a40b48a3 Website: https://www.bradenwarwick.ca (Personal) —------------------------------------------------------------- ABOUT JOE CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ https://www.facebook.com/RetirementPlanningSimplified/ https://matthewsandassociates.ca/ ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose. —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.
Send us a textWe are back with another episode of Data Centre News & GPU's. Andy Davis is once again joined by Ben Baldieri to talk about the latest news in the GPU and Data Centre market.Andy and Ben explore recent developments and predictions around sovereign AI, hyperscaler CapEx shifts, and the evolving dynamics of global data centre growth.The conversation uncovers critical insights into the future of AI infrastructure, regional investments, and how latency demands are driving the rise of edge computing.Key Topics:Sovereign AI strategies reshaping national infrastructure decisionsHyperscaler CapEx: recent pauses and aggressive new investment forecastsShifting dominance from traditional FLAP-D markets in EuropeEdge computing's crucial role in AI-driven real-time applicationsNew semiconductor competition and its impact on GPU market dynamicsMajor infrastructure projects in less traditional data centre regionsTune in for essential insights and predictions shaping the future of the data centre landscape.Support the showThe Inside Data Centre Podcast is recorded in partnership with DataX Connect, a specialist data centre recruitment company based in the UK. They operate on a global scale to place passionate individuals at the heart of leading data centre companies. To learn more about Andy Davis and the rest of the DataX team, click here: DataX Connect
Fredrik talks to Matt Topol about Arrow and how the Arrow ecosystem is evolving. Arrow is an open source, columnar in-memory data format designed for efficient data processing and analytics - which means passing data between things without needing to transform it, and ideally even without needing to copy it. What makes the ecosystem grow, and why is it very cool to have Arrow on the GPU? What is the connection between Arrow, machine learning, and Hugging face? Matt emphasizes the value of open standards, even as they work with or within more closed systems they can help open things up, and help bring about more modular solutions so that developers can focus on doing their core area really well. This episode can be seen as a follow-up to episode 567, where Matt first joined to discuss everything Arrow. Recorded during Øredev 2024. Thank you Cloudnet for sponsoring our VPS! Comments, questions or tips? We a re @kodsnack, @tobiashieta, @oferlundand @bjoreman on Twitter, have a page on Facebook and can be emailed at info@kodsnack.se if you want to write longer. We read everything we receive. If you enjoy Kodsnack we would love a review in iTunes! You can also support the podcast by buying us a coffee (or two!) through Ko-fi. Links Matt Matt's Øredev 2023 talks: State of the Apache Arrow ecosystem: How your project can leverage Arrow! and Leveraging Apache Arrow for ML workflows Previous episodes with Matt Øredev 2024 Matt's Øredev 2024 talks - on Arrow ADBC and Composable and modular data systems ADBC - Arrow database connectivity Arrow Snowflake Snowflake drivers for ADBC Bigquery The Bigquery driver Microsoft Fabric Duckdb Postgres SQLite Arrow flight - RPC framework for services based on Arrow data Arrow flight SQL Microsoft Power BI Velox Apache datafusion Query planning Substrait - query IR Polaris Libcudf Nvidia RAPIDS Pytorch Tensorflow Arrow device interface DLPack - in-memory tensor structure Tensors Nanoarrow Voltron data - where Matt used to work. He's now at Columnar Theseus GPU compute engine The composable data management system manifesto Support us on Ko-fi! Matt's book - In-memory analytics with Apache Arrow Spark Spark connect RPC UDFs Photon Datafusion Apache Cassandra ODBC JDBC R - programming language for statistical computing Hugging face Ray Stringview - “German-style strings” Scaling up with R and Arrow - the book on using Arrow with R Titles It's gotten a lot bigger The bones of it are in the repo (Powered by ADBC) Individual compute components Feed it substrate Where the ecosystem is going Arrow on the GPU The data stays on the GPU A forced copy Leverage that device interface Without forcing the copy Shy of that last mile Turtles all the way down The guy who said yes German-style strings
Fredrik talks to Matt Topol about Arrow and how the Arrow ecosystem is evolving. Arrow is an open source, columnar in-memory data format designed for efficient data processing and analytics - which means passing data between things without needing to transform it, and ideally even without needing to copy it. What makes the ecosystem grow, and why is it very cool to have Arrow on the GPU? What is the connection between Arrow, machine learning, and Hugging face? Matt emphasizes the value of open standards, even as they work with or within more closed systems they can help open things up, and help bring about more modular solutions so that developers can focus on doing their core area really well. This episode can be seen as a follow-up to episode 567, where Matt first joined to discuss everything Arrow. Recorded during Øredev 2024. Thank you Cloudnet for sponsoring our VPS! Comments, questions or tips? We a re @kodsnack, @tobiashieta, @oferlund and @bjoreman on Twitter, have a page on Facebook and can be emailed at info@kodsnack.se if you want to write longer. We read everything we receive. If you enjoy Kodsnack we would love a review in iTunes! You can also support the podcast by buying us a coffee (or two!) through Ko-fi. Links Matt Matt’s Øredev 2023 talks: State of the Apache Arrow ecosystem: How your project can leverage Arrow! and Leveraging Apache Arrow for ML workflows Previous episodes with Matt Øredev 2024 Matt’s Øredev 2024 talks - on Arrow ADBC and Composable and modular data systems ADBC - Arrow database connectivity Arrow Snowflake Snowflake drivers for ADBC Bigquery The Bigquery driver Microsoft Fabric Duckdb Postgres SQLite Arrow flight - RPC framework for services based on Arrow data Arrow flight SQL Microsoft Power BI Velox Apache datafusion Query planning Substrait - query IR Polaris Libcudf Nvidia RAPIDS Pytorch Tensorflow Arrow device interface DLPack - in-memory tensor structure Tensors Nanoarrow Voltron data - where Matt used to work. He’s now at Columnar Theseus GPU compute engine The composable data management system manifesto Support us on Ko-fi! Matt’s book - In-memory analytics with Apache Arrow Spark Spark connect RPC UDFs Photon Datafusion Apache Cassandra ODBC JDBC R - programming language for statistical computing Hugging face Ray Stringview - “German-style strings” Scaling up with R and Arrow - the book on using Arrow with R Titles It’s gotten a lot bigger The bones of it are in the repo (Powered by ADBC) Individual compute components Feed it substrate Where the ecosystem is going Arrow on the GPU The data stays on the GPU A forced copy Leverage that device interface Without forcing the copy Shy of that last mile Turtles all the way down The guy who said yes German-style strings
Episode 79: We chat with Daniel Owen about all sorts of stuff affecting PC gaming right now. His thoughts on the worst parts of the GPU market, plus opinions on upscaling and frame generation (including Optiscaler and driver-based frame gen), game optimization and misleading marketing. We round it out with some listener questions submitted by Patreon members.DANIEL OWENCheck out Daniel's channel: https://www.youtube.com/@danielowentech CHAPTERS00:00 - Welcome to the Podcast: Daniel Owen10:03 - Current State of the GPU Market22:04 - How Good is Optiscaler?29:58 - Thoughts on DLSS 4 and FSR 4 Upscaling39:02 - Frame Generation, Does Daniel Use It?55:07 - Are Gamers Buying the Marketing?1:05:19 - Game Optimization: Developers vs Hardware Makers1:16:38 - Listener QuestionsSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.
On this week's episode of The MacRumors Show, we focus on the latest rumors about the two standard iPhone models expected to arrive this fall: the iPhone 17 and iPhone 17 Air. The iPhone 17 is expected to feature the A19 chip and a larger, 6.3-inch display with slimmer bezels and ProMotion. Color options are likely to include black, white, steel gray, light blue, green, and purple. The iPhone 17 Air is set to replace the "Plus" model in the lineup, debuting a super-thin design. While it will not have an ultra wide camera, a SIM card tray, stereo speakers, or extended battery life, it is expected to offer a 6.6-inch display with ProMotion, the A19 Pro chip with a 5-core GPU, 12GB of memory, and a titanium frame. Color options are likely to include black, white, light gold, and light blue. The entire iPhone 17 lineup is expected to feature a redesigned Dynamic Island interface, support for 25W charging with third-party accessories thanks to Qi 2.2, and a $50 price hike. The entire lineup is expected to be announced in the week of September 8. An iPhone 17e model is likely to follow in the spring of 2026. We also discuss our latest thoughts on the iOS 26 beta, including the refinement of Liquid Glass and Apple MusicAutomix.
Alephium is one of the most interesting Proof of Work projects, which aims to build secure smart contracts & fast DeFi on a mineable base layer which minimizes electricity consumption. Maud Bannwart & Cheng Wang explain how all of this works. Time stamps: 00:00:53 – Introducing Cheng & Maud 00:02:06 – Alephium's Origins & Motivation Cheng explains the technical challenge of blockchain scalability and the project's evolution from sharding to DeFi. 00:04:36 – Choosing UTXO vs. Account Model Why Alephium uses the UTXO model for assets and account model for application state, combining both for scalability. 00:09:50 – Privacy and UTXO Model Advantages of UTXO for privacy and scalability, and how it enables advanced privacy features. 00:11:03 – Blockchain Scalability & Parallelization Cheng details Alephium's approach to scaling via parallel blockchains, sharding, and optimizing block times. 00:14:41 – Decentralization vs. Shard Coordination Balancing decentralization and coordination in sharded blockchains, and how Alephium's block flow algorithm works. 00:17:31 – DAG Structure Explanation Explanation of DAG (Directed Acyclic Graph) and its benefits for transaction management and scalability. 00:19:44 – Shard Synchronization & Security Handling shard failures, synchronization, and ensuring security with proof of work and honest hashrate. 00:21:09 – Block Time, Decentralization & Node Requirements Trade-offs of faster block times, decentralization, and hardware requirements for running Alephium nodes. 00:25:22 – Blockchain Pruning & Storage Current state of blockchain storage, pruning, and why further optimization is not a priority. 00:27:13 – ASICs and Mining History Arrival of ASIC miners, mining history, and the impact on the Alephium network. 00:29:33 – Taproot & Smart Contracting Why Alephium chose taproot, its use for scripting, and differences from Ethereum's approach. 00:33:05 – Proof of Work vs. Proof of Stake Rationale for choosing proof of work, ASIC-friendliness, and the benefits for decentralization and security. 00:37:45 – Technical Advantages of Proof of Work How proof of work simplifies sharding, increases performance, and reduces network complexity. 00:39:56 – DeFi on Proof of Work Addressing claims that DeFi requires proof of stake, and Alephium's block time and throughput. 00:42:09 – Value of Proof of Work & Community Discussion on the value of proof of work, community importance, and Ethereum's transition to proof of stake. 00:44:56 – Pre-mine & Project Funding Explanation of Alephium's pre-mine, funding model, and transparency in initial allocations. 00:50:41 – Transparency & Genesis Block Details on public visibility of genesis allocations and proof of no hidden pre-mine. 00:54:11 – Proof of Less Work Mechanism Introduction and explanation of "proof of less work," reducing energy use by combining proof of work and proof of burn. 01:00:16 – Environmental Criticism & Value Proposition Addressing environmental concerns, mining's evolving perception, and the necessity of cost in money creation. 01:04:01 – Alephium's Unique Value & Comparison Alephium's unique features: smart contracts on proof of work, UTXO security, and differences from Cardano/Ethereum Classic. 01:07:39 – Developer Experience & EVM Compatibility Ease of transitioning from EVM, Alephium's developer-friendly environment, and challenges with industry standards. 01:14:11 – Alephium Virtual Machine & Language Alephium's programming language inspired by Rust, Scala, and Solidity, designed for security and ease of use. 01:19:04 – Ecosystem & DApps Overview of existing DApps, third-party development, and ecosystem growth on Alephium. 01:22:16 – Killer App & Platform Potential Discussion on the search for Alephium's killer app and its potential as a generic platform. 01:23:37 – Danube Hard Fork & Optimizations Faster blocks, better scalability, and user/developer experience improvements. 01:26:25 – Mining Accessibility & Hardware Mining requirements, ASIC recommendations, and the end of GPU mining profitability. 01:29:10 – Hashrate Growth & NiceHash 01:31:56 – Price & Market Position 01:35:19 – Lessons for Bitcoin & Future-Proofing 01:38:56 – Tokenized Bitcoin & UTXO Benefits 01:43:25 – Privacy, Rollups, and Future Features 01:51:11 – Getting Started with Alephium Wallets, documentation, and running a node. 01:53:08 – Upgrade Naming & Community 01:53:43 – Final Thoughts & Contact
If you've been experimenting with image, video, and audio models, the chances are you've been both blown away by how good they're becoming, and also a little perturbed by how long they can take to generate. If you've been using a platform like Fal, however, your experience on the latter point might be more positive.In this episode, Fal cofounder and CEO Burkay Gur and head of engineering Batuhan Taskaya join a16z general partner Jennifer Li to discuss how they built an inference platform — or, as they call it, a generative media cloud — that's optimized for speed, performance, and user experience. These are core features for a great product, yes, and also ones borne of necessity as the early team obsessively engineered around its meager GPU capacity at the height of the AI infrastructure crunch.But this is more than a story about infrastructure. As you'll hear, they also delve into sales and hiring strategy; the team's overall excitement over these emerging modalities; and the trends they're seeing as competition in the world of video models, especially, heats up. Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.
Modal is a serverless compute platform that's specifically focused on AI workloads. The company's goal is to enable AI teams to quickly spin up GPU-enabled containers, and rapidly iterate and autoscale. It was founded by Erik Bernhardsson who was previously at Spotify for 7 years where he built the music recommendation system and the popular The post Modal and Scaling AI Inference with Erik Bernhardsson appeared first on Software Engineering Daily.
Tony: -The Carbonation Station: Rock Star Zero Carb review. -Killer Fungus may have other purpose: https://www.popularmechanics.com/science/health/a65401699/king-tut-fungus-cancer-cure/ -I want that…: https://electrek.co/2025/07/21/inmotion-launches-50-mph-commuter-electric-scooter-would-you-ride-it/ Jarron: -The Carbonation Station: Strawberry Peach La Croix -Intel is circling the drain because of accounting: https://daringfireball.net/linked/2025/07/26/intel-needs-a-big-customer -New one for the Google graveyard: https://daringfireball.net/linked/2025/07/26/google-link-shortener Owen: -Taking out loans against your GPU's. Nvidia is its own currency now. https://www.pcgamer.com/hardware/startups-are-using-nvidias-ai-gpus-as-collateral-to-secure-loans-of-up-to-usd10-billion-from-financial-institutions/ -BitChat? Read that again… https://mobile.slashdot.org/story/25/07/29/216224/jack-dorseys-bluetooth-messaging-app-bitchat-now-on-app-store Lando: -Earth is a tilt a whirl https://www.popularmechanics.com/science/environment/a65515974/why-earth-has-tilted-science/
Modal is a serverless compute platform that’s specifically focused on AI workloads. The company's goal is to enable AI teams to quickly spin up GPU-enabled containers, and rapidly iterate and autoscale. It was founded by Erik Bernhardsson who was previously at Spotify for 7 years where he built the music recommendation system and the popular The post Modal and Scaling AI Inference with Erik Bernhardsson appeared first on Software Engineering Daily.
Dell Technologies has today announced the launch and availability of its next generation of flagship laptops, now rebranded under the new Dell Premium line. The Pro Max marks a new chapter in Dell's premium offering, replacing the XPS brand while retaining its hallmark craftsmanship, performance, and design. The new line includes the Dell 14 Premium and Dell 16 Premium and are positioned as the company's lead offering for users seeking high-performance, future-ready devices. The laptops are now available in Ireland. New Pro Max laptops have AI features Built on Intel Core Ultra 200H series processors, the Dell Premium range delivers significant gains in both performance and battery life. The 14.5-inch and 16.3-inch screens offer increased display real estate without expanding the devices' footprint, while OLED options with 4K resolution and 120Hz refresh rates provide enhanced visual quality. The range also includes features such as EyeSafe technology for reduced blue light exposure and Liquid Crystal Polymer fan blades designed for more efficient, quiet cooling. Kevin Terwilliger, Vice-President and General Manager of the PC Product Management Group, Dell Technologies said: "We're in a dynamic era where technology serves as both the tool and the canvas for ideas and innovation. Built for the power users, engineers, creators and AI developers transforming industries, these AI PCs not only handle the most demanding AI workflows but set the standard for performance and creativity. "Reliability, configurability, and performance aren't just features - they're the foundation. We know professionals need tools they can count on to tackle their most critical and impactful workloads, and that's what we deliver." Early benchmarks show up to 33% improved performance for general use and up to 21% faster speeds for lighter creative workloads. The 14-inch model offers up to 20 hours of streaming battery life, with the 16-inch version extending to 27 hours using energy-efficient 2K displays. Both laptops support memory speeds up to 8400MHz, while advanced multithreading improves performance for heavier workflows such as video editing or content processing. The Dell 16 Premium can be configured with up to Intel Core Ultra 9 processors and offers 45W sustained CPU power. An optional NVIDIA RTX 50 Series GPU delivers AI-enhanced graphics and DLSS 4 for accelerated image rendering, while Thunderbolt 5 connectivity (optional) supports transfer speeds up to 120Gbps and multi-monitor setups with up to four 8K displays. The smaller Dell 14 Premium model includes integrated graphics with 29% faster processing, and optional RTX 4050 GPU for enhanced creative performance. Both models support Wi-Fi 7 for improved network speed and responsiveness. Build quality and materials used by Dell remain a key focus, with both devices featuring CNC-machined aluminium, Gorilla Glass 3, and a streamlined edge-to-edge design. Sustainability measures have also been expanded, with the range meeting ENERGY STAR 9.0, EPEAT Gold Climate+, and integrating recycled aluminium and plastics in both construction and packaging. All devices ship with Windows 11 and include Copilot on Windows, Microsoft's integrated AI assistant. The release comes ahead of the October 2025 end-of-support date for Windows 10, as businesses and consumers here in Ireland prepare to upgrade to more secure and modern platforms. Pricing and Availability Dell 14 Premium starting at €1,899.00 is now available Dell 16 Premium starting at €1,998.99 is now available See more breaking stories here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News hav...
Rajiv Khemani, co-founder & CEO of Auradine, sits down with Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) live from Bitcoin 2025 in Las Vegas to pull back the curtain on America's newest 3 nm ASIC powerhouse. Auradine They break down:Hydro Hash Density – 600 TH/s packed into a 2U rack and tunable down to 13.5 J/TH for “eco-mode” efficiency.AI-by-Day, Bitcoin-by-Night – shared liquid-cooling racks that swing idle GPU power into mining revenue in seconds.Heat Recapture Hustles – turning spent watts into shower water, fish-farm warmth, and any creative thermal side-gig you can dream up.Tariff-Proof Supply Chain – why building chips at TSMC but assembling in the U.S. (or non-China Asia) hedges geopolitical risk.$150 M War Chest & Creative Financing – how fresh capital lets Auradine offer pay-as-you-mine terms and sell standalone chips for DIY devices.If you're obsessed with mining density, cheap electrons, and staying geopolitically uncancelled, this episode hands you the playbook.
"China's approach is very pragmatic. People have been saying DeepSeek did it out of necessity. There's obviously a GPU constraint and hardware constraint in China, something they're working around. In many ways, the engineering genius and engineering innovation is what set DeepSeek apart. It challenged a global narrative around needing more GPUs and more money to get better AI. It was about throwing capital at the problem. It was a different approach because the capital ecosystem in China itself is very different. People talk about proof of concept - you have to prove your concept first in China to get funding. For many startups, they weren't getting much funding before the DeepSeek moment. To your point, no one really knew it would have a strong ROI, so only the BATs that had money and understood the technology were backing it." - Grace Shao, Founder of AI Proem Newsletter Fresh out of the studio, Grace Shao, founder of AI Proem Newsletter and former CNBC and CGTN journalist, joins us to explore the rise of generative AI in China and how it's reshaping the global technology narrative. She began the story of her career journey and started with the conversation reflecting on how the DeepSeek moment revitalized China's internet sector after years of regulatory challenges and geopolitical tensions. Grace unpacks the pragmatic Chinese approach to AI development, explaining how companies like ByteDance, Alibaba, and Tencent are leveraging their unique ecosystems and data advantages while startups embrace open-weight models to prove innovation over imitation. She discusses why the "China versus US AI arms race" narrative misses the point, the strategic reasons behind companies relocating to avoid geopolitical sensitivities, and how distribution challenges are separating winners from losers in the consumer AI space. Addressing the broader implications, Grace explores the real opportunities in robotics, vertical AI applications, and why collaboration rather than competition should define the industry's future. Closing the conversation, she shares her vision for bridging cultural understanding between East and West and what success looks like for the next generation of AI development. Episode Highlights: [00:00] Quote of the Day by Grace Shao, Founder of AI Proem [01:21] Introduction: Grace Shao from AI Proem [04:29] China's tech moves incredibly fast. [08:09] China's generative AI landscape: BATs, Startups & Research Labs [09:23] Most AI startups have financial ties with Alibaba or Tencent [10:02] Chinese AI approach more pragmatic: commercialize quickly versus philosophical AGI pursuit [12:23] Alibaba's approach to LLMs with Qwen [15:00] Tencent's WeChat integration with DeepSeek vs Tencent Yuanbao [18:03] ByteDance pivots to multimodal LLM models [21:31] DeepSeek moment revitalized China's internet sector after rough 2022-2024 period [27:28] DeepSeek and Kimi embrace open-weight models for talent and adoption [29:46] Open sourcing as strategic decision for China LLMs [33:19] US capital pullout from China forced companies like Manus overseas to Singapore [37:17] Robotics in China: Unitree Robotics, UBTech and Galbot [42:05] Chinese startups focus on vertical integration rather than competing on LLMs [43:51] Healthcare and agricultural AI applications extremely advanced in China [44:13] This isn't an arms race; framing as competition misses the point [45:49] China and US should collaborate on AI safety and regulation for future generations [49:00] Closing Profile: Grace Shao, Founder of AI Proem Newsletter: https://aiproem.substack.com/ Personal Site: https://www.proemcommunications.com/aboutgraceshao LinkedIn: https://www.linkedin.com/in/gmzshao/ Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288
For Lip-Bu Tan's first full quarter as Intel (INTC) CEO, Olivier Blanchard says he didn't do a bad job. He says investors should show patience as Tan works on the turnaround plan for Intel. He talks about where the company stands in the greater A.I. race, particularly in the CPU and GPU space.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Fal.ai, once focused on machine learning infrastructure, has evolved into a major player in generative media. In this episode of The New Stack Agents, hosts speak with Fal.ai CEO Burkay Gur and investor Glenn Solomon of Notable Capital. Originally aiming to optimize Python runtimes, Fal.ai shifted direction as generative AI exploded, driven by tools like DALL·E and ChatGPT. Today, Fal.ai hosts hundreds of models—from image to audio and video—and emphasizes fast, optimized inference to meet growing demand.Speed became Fal.ai's competitive edge, especially as newer generative models require GPU power not just for training but also for inference. Solomon noted that while optimization alone isn't a sustainable business model, Fal's value lies in speed and developer experience. Fal.ai offers both an easy-to-use web interface and developer-focused APIs, appealing to both technical and non-technical users.Gur also addressed generative AI's impact on creatives, arguing that while the cost of creation has plummeted, the cost of creativity remains—and may even increase as content becomes easier to produce.Learn more from The New Stack about AI's impact on creatives:AI Will Steal Developer Jobs (But Not How You Think) How AI Agents Will Change the Web for Users and Developers Join our community of newsletter subscribers to stay on top of the news and at the top of your game.
12 Articles With Great ESG Stock Picks. Includes the terrific Humankind ranking, top infrastructure, lithium mining, and AI stock picks. By Ron Robins, MBA Transcript & Links, Episode 157, July 25, 2025 Hello, Ron Robins here. Welcome to my podcast episode 157, published on July 25, 2025, titled “12 Articles With Great ESG Stock Picks.” Before I begin, I want to let you know that my next podcast will be on August 22nd as I'm taking some time off. So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 12 articles for you in this podcast! Note that some companies are mentioned more than once! ------------------------------------------------------------- Humankind 100 rankings I'm beginning this episode with another of my favourite company rankings whose annual list has just been released. It's the Humankind 100 rankings. Here is an overview of them from their website. “The Humankind 100 celebrates the one hundred U.S. public companies with the highest Humankind Values. We believe these companies consistently work to create large amounts of value, not just for their investors, but for humanity at large. The Humankind 100 companies are ranked based on Humankind Value, a proprietary metric that provides an estimate of the overall dollar amount a company creates for investors, consumers, employees, and society at large, and are therefore among the most ethical companies in the United States, according to our research.” End quotes. Their top 5 companies are Alphabet Inc. (GOOGL), Eli Lilly & Company (1LLY.MI), Johnson & Johnson (JNJ), AbbVie Inc. (ABBV), and Pfizer Inc. (PFE). ------------------------------------------------------------- Infrastructure Stocks To Consider - July 12th This second article features a sector favoured by many ethical and sustainable investors. The article is titled Infrastructure Stocks To Consider - July 12th. It's by MarketBeat and seen on marketbeat.com. Here are some quotes from the article. “1. NVIDIA Corporation (NASDAQ:NVDA) provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. 2. Coinbase Global, Inc. (NASDAQ:COIN) provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions. Read Our Latest Research Report on COIN 3. Alphabet (NASDAQ:GOOGL) offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Read Our Latest Research Report on GOOGL 4. Broadcom (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. Read Our Latest Research Report on AVGO 5. Oracle (ORCL) offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.” End quotes. ------------------------------------------------------------- Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now Every investor knows that lithium is a basic mineral for electric batteries. So, this next article will interest many investors. It's titled Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now. It's by Farmonaut and found on farmonaut.com. Here are some quotes by Farmonaut on each of their picks. “1. Albemarle Corporation (NYSE: ALB) headquartered in the USA, is the world's largest lithium producer… With operations spanning North America, South America, and Australia, Albemarle boasts: Diversified extraction & processing operations, including high-margin lithium brine and hard rock mining projects Ongoing investments to expand production capacity in Nevada (USA), Chile, and Australia A resilient supply chain and ability to scale output to meet global demand Strategic partnerships with leading EV battery makers Strong commitment to sustainable mining and ESG practices Albemarle's scale, geographic diversification, and innovation position it as one of the best performing mining stocks of 2025. 2. Sociedad Química y Minera de Chile (or SQM) (NYSE: SQM) is South America's lithium market leader. Based in Santiago, Chile, SQM boasts some of the world's largest and lowest-cost lithium brine operations situated in the renowned Lithium Triangle (Chile, Argentina, Bolivia): Extensive lithium reserves & robust extraction technology, delivering high efficiency Geopolitical stability—Chile enjoys a relatively favorable mining regulatory environment compared to other regions Cost-effective production enables SQM to remain highly profitable even as competition heats up Continuous expansion to satisfy increasing global lithium demand for EV batteries and storage solutions Environmental sustainability programs, making SQM attractive for ESG-focused investors SQM competitive positioning ensures it remains a top choice in the best lithium mining stocks to buy for 2025. 3. Livent Corporation (NYSE: LTHM) distinguishes itself by focusing on high-purity lithium chemicals for next-generation battery technologies. With operations in the United States, Argentina, and China, Livent stands out for: Supplying premium lithium hydroxide and carbonate solutions for advanced battery manufacturers Strong partnerships with key players in the EV battery chain, including Tesla Expansion projects in Argentina and the U.S., boosting 2025 production capacity and flexibility ESG and sustainability initiatives for responsible lithium extraction Livent is uniquely positioned for specialty market growth, making it one of the best lithium mining stocks for investors eyeing niche applications and supply chain integration. 4. Piedmont Lithium (NASDAQ: PLL) though a smaller player, it has become a rising star by focusing on high-quality spodumene reserves in the United States—especially in North Carolina's Carolina Tin-Spodumene Belt. Piedmont brings: Strategic U.S. supply source—critical for domestic battery manufacturers and government-led supply chain diversification Fast-tracked expansion projects supported by U.S. regulatory incentives and EV adoption targets Potential to benefit from blockchain-based traceability in mining—enhancing transparency for institutional investors Growing interest from global automakers and battery companies seeking secure lithium supply Piedmont's agility and domestic positioning could mean outsized growth as U.S. policy emphasizes onshoring critical battery mineral chains.” End quotes. ------------------------------------------------------------- 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations Now, like most investors, you probably are invested in AI stocks, either directly or via funds. Hence, this next article 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations, should interest you. It's by Justin Pope and found on fool.com. Here is some of what Mr. Pope says about his picks. “1. Nvidia (NASDAQ: NVDA) The company has maintained its winning position as it progressed from its previous Hopper architecture to its current Blackwell chips, and it expects to launch its next-generation architecture, with a CPU called Vera and a GPU called Rubin, next year. Analysts expect Nvidia's revenue to grow to $200 billion this year and $251 billion in 2026. 2. Amazon (AMZN) Web Services (AWS) has long been the world's leading cloud platform, with about 30% of the cloud infrastructure market today. Through the cloud, companies can access and deploy AI agents, models, and other software throughout their businesses. 3. Microsoft (MSFT) Its Azure is the world's second-largest cloud platform, with a market share of approximately 21%. Microsoft stands out from the pack for its deep ties with millions of corporate clients. 4. Arista Networks (ANET) sells high-end networking switches and software that help accomplish this. The company has already thrived in this golden age of data centers, with top clients including Microsoft and Meta Platforms, which happen to also be among the highest spenders on AI infrastructure. 5. Broadcom (AVGO) which specializes in designing semiconductors used for networking applications. For example, Arista Networks utilizes Broadcom's Tomahawk and Jericho silicon in the networking switches it builds for data centers. Broadcom's AI-related semiconductor sales increased by 46% year-over-year in the second quarter.” End quotes. ------------------------------------------------------------- Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) The final reviewed article for this podcast episode is titled Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) and was written by the Analyst Team and seen on asktraders.com. Now a few quotes from the article by the Team. “1. Ecolab (ECL) a global leader in water, hygiene, and infection prevention solutions, presents a straightforward ethical narrative. Its products and services help businesses reduce water consumption, improve hygiene standards, and prevent infections, contributing directly to public health and environmental protection… Analyst ratings remain in line with current pricing, with Wells Fargo & Company reiterating a price target of $260.00 in May 2025. With the Ecolab stock price having gained 14% since the start of the year, the company has managed to outperform the market on the period whilst holding true to it's ethical standing. While its dividend yield of approximately 1.1% is slightly higher than others on the list, its P/E ratio of around 38x indicates a similar valuation based on future earnings potential. 2. Microsoft (MSFT) presents a complex ethical profile. On one hand, its commitment to carbon neutrality, investments in renewable energy, and initiatives to bridge the digital divide are commendable… The stock's impressive 20% YTD return and a consensus analyst price target of $475 reflect market confidence in its financial stability and future growth, primarily driven by its cloud and AI segments, making it one to keep on shortlists… While Microsoft offers a modest dividend yield of around 0.7%, its high P/E ratio of approximately 36x suggests a premium valuation reflecting its growth potential rather than a focus on immediate shareholder returns. The company's low debt-to-equity ratio underscores its financial strength, allowing it to invest heavily in research and development and pursue ambitious sustainability goals. 3. United Natural Foods (UNFI) stock has pulled back ~15% this year, although remains firmly higher over the past 12 months, with a gain of more than 70%. The company, a leading distributor of natural, organic, and specialty foods, presents the most challenging investment case with the recent cyber incident causing a sharp pullback in the stock. This could in fact be an opportunity… Unlike Microsoft and Ecolab, United Natural Foods does not offer a dividend, reflecting its current financial constraints. Its low P/E ratio of around 8x suggests a deeply discounted valuation, reflecting the market's skepticism about its turnaround prospects. Recent earnings on July 16 beat expectations, however, and the stock is on the move with an 8% gain immediately off the back.” End quotes. ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Top 10: Wind Power Companies on energydigital.com. By Jasmin Jessen. 2. Title: Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) on AskTraders.com. By Analyst Team. 3. Title: The Green Gold Rush: Why Techem's $6.7B Sale Signals a Buying Opportunity on ainvest.com. By Wesley Park. 4. Title: AJ Bell adds Rathbone Ethical Bond to buy list on portfolio-advisor.com. By Christian Mayes. 5. Title: Procter & Gamble Named Top Socially Responsible Dividend Stock on ainvest.com. By Ainvest. 6. Title: 11 Best Halal Dividend Stocks to Buy Now on insidermonkey.com. By Vardah Gill. 7. Title: JPMorgan Picks 3 Top Stocks In Alternative Energy On Heels Of Trump's 'Big Beautiful Bill' - First Solar (NASDAQ:FSLR), Brookfield Renewable (NYSE:BEPC), and HASI (NYSE:HASI) on benzinga.com. By Priya Nigam. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “12 Articles With Great ESG Stock Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, I'm taking some time off, so I'll talk to you next on August 22nd. Bye for now. © 2025 Ron Robins, Investing for the Soul
Is Uber's gamble on RoboTaxis a brilliant move, or the end of its asset-light magic? And what's really going on inside OpenAI as it races to dominate AI?Many founders assume hypergrowth companies are perfectly coordinated machines, but the reality is far messier. From billion-dollar GPU costs to chaotic product launches, there's a lot for entrepreneurs to learn from how these giants operate.Chris Saad and Yaniv Bernstein break down Uber's 20,000-car RoboTaxi deal with Lucid and Nuro, and delve into what it means for the future of ride-hailing. They also discuss OpenAI's new ChatGPT Agent, the company's internal culture, and why GPU costs might be the most important factor shaping the AI race.In this episode:Understand why Uber is moving away from its asset-light model to own RoboTaxisDiscover how Uber plans to compete with Waymo, Tesla, and other autonomous vehicle playersLearn the economics of hybrid fleets—and why surge pricing is still criticalUnpack OpenAI's confusing product lineup and what it reveals about their cultureEvaluate why GPU costs dominate OpenAI's strategic decisionsExplore the risks of AI agents acting autonomously—and why reliability is still a huge issueTake away lessons founders can apply when scaling teams and managing chaotic hypergrowthThe Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/ Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/ Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/ Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/
Kony is the Founder and CEO at GAIB.In this episode, we discover how GAIB is transforming access to AI infrastructure by turning GPU compute into tokenized, yield-generating assets on Ethereum, blending DeFi innovation with real-world demand for neocloud financing.------
Ed Zitron is the owner of EZPR, host of Better Offline, and author of the Where's Your Ed At newsletter. Zitron joins Big Technology Podcast to discuss whether the generative-AI boom is an unsustainable bubble ready to pop. Tune in to hear him debate OpenAI's multi-billion-dollar burn rate, Microsoft's leverage, and the economics behind ChatGPT. We also cover Nvidia's GPU market, SoftBank's colossal bets, advertiser drift from Google Search, and the hype around “AI companions." Hit play for a sharp, no-fluff conversation about the economics of AI. You can find Ed's newsletter at: https://www.wheresyoured.at --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
On today's show we are looking at the impact of data centres on the local economy where these are located. We are looking at the energy component, and the technology life cycle. You have no doubt heard the statement that “energy is the economy.” It is true that for every unit of GDP there is an equivalent unit of energy consumed somewhere in the world. But in this instance, energy is the lifeblood of the AI industry. In addition to the gold rush in AI, there is a recognition that the world is not generating enough electricity to satisfy the incremental demand from data centres. What caught my attention this past week was not the plethora of announcements of new power generating capacity. Although that is impressive, there is something even more important that we will explore. Let's take a look at the aggregate power generation announcements in just the past month alone. Several of the announcement have been in the range of 2GW. We need to put this in perspective. 2GW of power generation is enough to power 1.5M homes. This is enough to power a city like Phoenix or San Diego or San Antonio. So when we measure the power consumption of a large data centre complex, we are comparing it to the GDP of an entire city of 1.5M homes, or about 3m people. The primary driver of obsolescence is the relentless pace of Nvidia's (and other manufacturers') innovation cycle. New generations of AI chips are released frequently, every 12 to 18 months, bringing significant leaps in computational power, efficiency, and new features.Meta's studies, for example, have shown significant GPU failures during the training of large models like Llama 3, with an estimated annualized failure rate of around 9%, potentially reaching 27% over three years for H100 GPUs. These chips consume a lot of power (700W for H100s, over 1000W for future chips) and generate intense heat, putting immense stress on the hardware.------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
“Repeatability is the biggest hurdle in time-lapse monitoring, but it's also where the opportunity lies. 4D FWI can help address those repeatability challenges.” On this episode, Andrew Geary sits down with Madhav Vyas and Kris Innanen, guest editors for July's The Leading Edge special section on 4D full-waveform inversion. They explain how 4D FWI goes beyond traditional differencing by fully inverting wavefields, making time-lapse seismic more robust against survey inconsistencies and complex overburden. Listeners will learn why now is the perfect time to adopt 4D FWI, the main technical hurdles around repeatability and uncertainty, and the first steps to take for reservoir monitoring and survey design. KEY TAKEAWAYS > 4D FWI inverts the full wavefield - reflections, refractions, diving waves, multiples - to detect reservoir changes, making it more robust than conventional 4D processing. > Repeatability of surveys and assessing uncertainty are the biggest challenges, but workflows like hypothesis testing, batch FWI, and null-space shuttling help mitigate inversion noise. > High-quality data and accurate physics (elasticity, attenuation, anisotropy) are essential; advances in GPU-driven computation enable faster iterations and richer uncertainty analysis. CALL TO ACTION Read July's The Leading Edge special section on 4D FWI at https://library.seg.org/toc/leedff/44/7, then explore an open-source FWI toolbox. LINKS * Visit https://seg.org/podcasts/episode-265-from-differences-to-inversion-a-new-era-for-4d-seismic for the complete show notes.
Polars is changing the game in Python data processing – and fast. In this episode, we chat with Jeroen Janssens and Thijs Nieuwdorp, authors of Python Polars: The Definitive Guide, about how this DataFrame library is revolutionising workflows. From its origins at Dutch firm Xomnia to GPU-powered speed boosts and a behind-the-scenes look at writing their 500-page book, this episode is packed with insights on why Polars is winning over data teams. Check out Python Polars: The Definitive Guide - https://polarsguide.com/Find Jeroen and Thijs online:Thijs LinkedIn: https://www.linkedin.com/in/thijsnieuwdorp/Thijs Website: https://thijsnieuwdorp.com/Jeroen LinkedIn: https://www.linkedin.com/in/jeroenjanssens/Jeroen Website: https://jeroenjanssens.com/___
皮夾克變唐裝！當輝達執行長黃仁勳赴中國展開晶片外交，為何經濟學人認為這家晶片製造商面臨的風險，恐怕比蘋果更大？ 《經濟學人》分析，黃仁勳正走上比庫克更危險的鋼索，斡旋於川普與習近平之間，在遠比手機更具地緣政治敏感性，也面臨更多限制的GPU國際市場，維繫輝達市值4.2兆美元的商業帝國。 與此同時，醫學界也正從「殲滅」癌細胞，轉向「預防與馴服」的全新戰略，讓「聞癌色變」的時代，首度看見終結的可能。 在醫學革命帶來的百年新契機中，人類是否能迎來更長壽健康的未來？ 主持人：天下雜誌資深主筆 黃亦筠 主講人：金庫資本管理合夥人兼總經理 丁學文 製作團隊：莊志偉、樂祈、邱宇豪 ＊延伸閱讀｜川普喊銅關稅50%，中國偷笑？美國AI、電動車撐得住？：https://bit.ly/46luyFh ＊7/31 前訂閱《胡說科技》，享有終生半價優惠：https://hi.cw.com.tw/u/j61pgcU/ ＊訂閱天下全閱讀：https://bit.ly/3STpEpV ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn
As AI reshapes the digital infrastructure landscape, data center design is evolving at every level. In this episode of the Data Center Frontier Show, we sit down with JP Buzzell, Eaton's VP and Data Center Chief Architect, and Doug Kilgariff, Strategic Accounts Manager, to explore the key shifts driving the next generation of compute environments. Topics include: Purpose-built vs. retrofit approaches to AI infrastructure. Liquid cooling requirements for GPU clusters. Modular power design and construction. Behind-the-meter energy strategies. Data center workforce shortages. Eaton's evolving role and insights from its Data Center Vision event. From rethinking site selection to solving for stranded assets and building talent pipelines, Buzzell and Kilgariff provide a practical, forward-looking view on the forces shaping AI-era data centers. Listen now to get the inside track on powering the future of AI infrastructure.
Eric and Corey talk about the new MiniForum PC that has 16 cores, 32 threads, 128 gig of memory and 3 SSD's for VSAN, ESX and Tier Memory support. This little guy is a beast that is great for a VCF 9 home lab. It also has an external PCIe Bus to allow you to connect GPU's to run VCF 9 Private AI models. Cool Beans all the way around. These machines will be at the VMware {code} lab at explore. Not too late to get a ticket!
In this episode of the Neil Ashton podcast, Professor Mike Giles shares his extensive journey through the fields of computational fluid dynamics (CFD), computational finance and HPC. He discusses his early academic influences, his early days at Cambridge, internships at Rolls-Royce, his transition to MIT and Oxford where he made significant contributions to high-performance computing and numerical analysis. The conversation highlights his hands-on approach to research and teaching, as well as his pioneering work in Monte Carlo methods and GPU computing. This conversation explores the journey of a mathematician and engineer from MIT to Rolls-Royce and then to Oxford, highlighting the evolution of computational engineering, the development of the Hydra code, and the transition from CFD to financial applications. In this conversation, the speaker reflects on their journey through burnout, career transitions, and the evolution of their work in computational finance and numerical analysis. They discuss the challenges of managing large software projects, the shift from Hydra code development to finance, and the integration of advanced methodologies in their work. The conversation also touches on the role of high-performance computing, the impact of AI on research, and advice for the next generation of students pursuing careers in mathematics and programming.Links:https://people.maths.ox.ac.uk/gilesm/Chapters00:00 Introduction 06:25 Professor Mike Giles: A Journey Through CFD and Finance17:30 Early Academic Influences and Career Path29:34 Transition to MIT and Early Research40:01 High-Performance Computing and Its Impact41:30 Navigating Between MIT and Rolls-Royce44:54 The Evolution of Research at MIT48:47 Transitioning to Oxford and the Role of Rolls-Royce51:07 The Genesis of the Hydra Code01:00:47 The Role of Conferences in Engineering01:10:58 The Shift from CFD to Financial Applications01:21:30 Navigating Burnout and Career Transitions01:24:04 Shifting Focus: From Hydrocode to Computational Finance01:29:30 Bridging Mathematics and Finance: Methodologies and Techniques01:35:09 The Role of High-Performance Computing in Modern Research01:39:20 AI's Impact on Research and Future Directions01:54:00 Advice for the Next Generation: Pursuing Passion and Skills
- Top-20 AI Supercomputers - 1-million-GPU systems - Rapidus of Japan's 2nm fab - IBM Power11, Sypre accelerator - HotChips conference - CUDA for RISC-V [audio mp3="https://orionx.net/wp-content/uploads/2025/07/HPCNB_20250721.mp3"][/audio] The post HPC News Bytes – 20250721 appeared first on OrionX.net.
For MobileViews Podcast 571, I'm joined by guest co-hosts Sven Johannsen and Don Sorcinelli. We discuss: Matson, Hawaii's largest ocean cargo carrier, has ceased accepting electric vehicles (EVs) and plug-in hybrid vehicles for transport to and from the islands due to mounting safety concerns over lithium-ion battery fires at sea, a move expected to severely impact Hawaii's car market. In a brighter tech development, RapidRAW, a new open-source RAW image editor, was introduced as a high-performance, lightweight alternative to Adobe Lightroom®, impressively developed by an 18-year-old with Google's Gemini AI models and boasting GPU-accelerated processing and AI masking. Meanwhile, Google's NotebookLM, an AI-powered personalized research assistant, was praised as a "game-changer for productivity" due to its source-grounded nature that minimizes "hallucinations"; it proves valuable for streamlining tasks, managing finances, and facilitating passive learning via "Audio Overviews" generated from user-fed sources. Its enhanced NotebookLM Plus offers higher limits and a 50% student discount, complemented by new curated "featured notebooks" on expert topics like Shakespeare. Beyond specific applications, broader shifts in operating systems include Google's potential merger of Chrome OS and Android into a unified platform, and advancements in tablet interfaces like Apple's iPadOS 26 developer beta with its touch-first windowing capabilities, alongside the anticipated Android desktop mode (similar to Samsung's Dex) for lightweight travel setups, though consistent user concerns about effective file management across these diverse platforms persist. Finally, the Oura Ring was highlighted as a screen-less fitness tracker alternative, capable of monitoring parameters like pulse and oxygen, and suitable for restricted environments due to its lack of Wi-Fi/cellular/microphones/cameras.
[깊이 있는 경제뉴스] 1) "국대 AI" 공모, 2곳 남겨 GPU 몰아준다 2) 달러 약세에 ‘안전자산' 스위스 프랑 뜬다 3) 美 스타트업 유전자 검사, 태아 선별 논란 - 정지서 연합인포맥스 기자 - 조미현 한국경제신문 기자 [친절한 경제] 주식 판 돈은 왜 이틀 뒤 나오나요?
Episode 77: We chat about future plans for this GPU generation, including the latest RTX 50 Super series rumors, the latest benchmarks of the RX 9070 GRE, and the potential for a lower cost RX 9060 model from AMD. Also we give a few updates on the AMD FineWine situation from last week.EXTRA STUFFComputerBase AMD driver testing: https://www.computerbase.de/artikel/grafikkarten/nvidia-geforce-amd-radeon-treiber-vergleich-2025.93443/#abschnitt_benchmarksergebnisse_im_standardparcoursMostly Positive Reviews driver testing: https://www.youtube.com/watch?v=8_WbA6ZyoG4RTX 50 Super GPU rumors: https://videocardz.com/newz/nvidia-also-planning-geforce-rtx-5070-ti-super-with-24gb-gddr7-memoryComputerBase RX 9070 GRE testing: https://www.computerbase.de/artikel/grafikkarten/amd-radeon-rx-9070-gre-china-test.93409/seite-2PCGH RX 9070 GRE testing: https://www.pcgameshardware.de/Radeon-RX-9070-GRE-Grafikkarte-281249/Tests/Review-Benchmarks-Details-Performance-1474877/CHAPTERS00:00 - Intro00:30 - AMD FineWine updates12:28 - Tim's Networking Situation15:07 - Chat About the GeForce RTX 50 Super Series28:52 - Checking in on the Radeon RX 9070 GRE38:34 - Should AMD Make an RX 9060?48:53 - Steve's Been Testing Nvidia GPU Overhead56:02 - Updates From Our Boring LivesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.
Welcome back to another action-packed episode of Tank Talks! Join host Matt Cohen with John Ruffalo as they break down the high-stakes drama shaking the AI and tech world. First up: the shocking collapse of OpenAI's $3 billion deal to acquire Windsurf, derailed by Microsoft's IP grip, and Google DeepMind's lightning-fast $2.4 billion countermove to snag top talent. Was this a regulatory dodge or a ruthless talent grab?The plot thickens as Cognition swoops in to rescue Windsurf's abandoned employees, sparking fiery debates about ethics in tech acquisitions. Meanwhile, Meta's throwing half-billion-dollar offers and unlimited GPU access at AI researchers, will this arms race kill open-source AI?From Google's $3 billion hydropower deal to private equity's risky play for Grant Thornton, no stone is left unturned. Plus, is the red-hot IPO market ready for crypto's comeback? Strap in for a no-holds-barred dive into the deals, power struggles, and Silicon Valley scheming you need to know about!OpenAI's $3 Billion Deal Collapse: A Tech Industry Shock (00:45)It all started with a major deal unraveling: OpenAI's attempt to acquire Windsurf, a competitor to Cursor, fell apart due to a contractual conflict with Microsoft. Matt and John break down what went wrong, how this impacts the AI talent war, and the broader implications for future tech acquisitions.Google DeepMind's $2.4 Billion Deal: A New Era of AI Acquisition (02:05)Google swoops in to capitalize on the situation with a $2.4 billion licensing deal for Windsurf's key staff and technology. Matt and John explore how this move positions Google and whether it signals a new wave of AI-powered business acquisitions.The Ethics of Acquihires and Minority Shareholder Issues (05:10)What happens when top employees leave with huge payouts, while others are left behind in the dust? John and Matt discuss the ethical and legal complexities of acquihires and the tension between founders, employees, and investors when money and control are on the line.Cognition's Quick Move to Acquire Windsurf (07:00)In a dramatic twist, AI company Cognition steps in to acquire Windsurf and its employees, turning the situation around. Matt and John analyze the speed and strategy behind this acquisition and what it means for competition in the AI coding space.Mark Zuckerberg's AI Talent Strategy: Unlimited GPUs and $500M Deals (09:00)Zuckerberg's bold move to attract top AI talent with unlimited GPU access and eye-popping compensation packages is making waves. But is it desperation or a stroke of genius? Tune in as Matt and John debate the future of AI talent wars and Meta's place in the race for superintelligence.The Power Struggles Behind AI and Crypto Investments (11:05)It's not just about technology; it's about energy, too. Matt and John discuss the power struggles behind data centers, microgrids, and massive AI and crypto energy consumption, including the huge investments made by Meta, Google, and Oracle to secure their futures.Grant Thornton's Global Franchise Issues: When Private Equity Meets AI (12:20)Private equity's increasing role in professional services firms like Grant Thornton is causing some tension. Matt and John explore how AI and cross-border partnerships are shaking up the accounting world, leading to serious questions about the future of global firms.Bitcoin Soars and IPOs Heat Up: The Crypto Revolution (15:30)Bitcoin is soaring and the IPO market is heating up with crypto companies eager to go public. John and Matt discuss the latest developments in the blockchain world, and whether there's room for Canadian companies to make waves on the IPO stage.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
Can AI manage AI?Rapt AI CTO Anil shares how agentic AI management will transform data centers, reduce costs, and unlock exponential compute at scale.Anil reveals:▫️ The hidden cost of 5% GPU under-utilization▫️ Why current AI models are outpacing infrastructure▫️ The future of agentic AI for data centers▫️ The battle between chip-level vs. evolutionary innovation▫️ How Rapt AI is helping customers maximize tokens per wattA must-watch for AI engineers, data center architects, and tech leaders building the future.Follow more of the Liftoff with Keith:- Spotify: https://open.spotify.com/show/3cFpLXfYvcUsxvsT9MwyAD- Apple Podcasts: https://podcasts.apple.com/us/podcast/liftoff-with-keith-newman/id1560219589- Substack: https://keithnewman.substack.com/- LinkedIn: https://www.linkedin.com/company/liftoffwithkeith/- Newman Media Studios: https://newmanmediastudios.com/For sponsorship inquiries, please contact: sponsorships@wherewithstudio.com
What if your company had a digital brain that never forgot, always knew the answer, and could instantly tap the knowledge of your best engineers, even after they left? Superintelligence can feel like a hand‑wavy pipe‑dream— yet, as Misha Laskin argues, it becomes a tractable engineering problem once you scope it to the enterprise level. Former DeepMind researcher Laskin is betting on an oracle‑like AI that grasps every repo, Jira ticket and hallway aside as deeply as your principal engineer—and he's building it at Reflection AI.In this wide‑ranging conversation, Misha explains why coding is the fastest on‑ramp to superintelligence, how “organizational” beats “general” when real work is on the line, and why today's retrieval‑augmented generation (RAG) feels like “exploring a jungle with a flashlight.” He walks us through Asimov, Reflection's newly unveiled code‑research agent that fuses long‑context search, team‑wide memory and multi‑agent planning so developers spend less time spelunking for context and more time shipping.We also rewind his unlikely journey—from physics prodigy in a Manhattan‑Project desert town, to Berkeley's AI crucible, to leading RLHF for Google Gemini—before he left big‑lab comfort to chase a sharper vision of enterprise super‑intelligence. Along the way: the four breakthroughs that unlocked modern AI, why capital efficiency still matters in the GPU arms‑race, and how small teams can lure top talent away from nine‑figure offers.If you're curious about the next phase of AI agents, the future of developer tooling, or the gritty realities of scaling a frontier‑level startup—this episode is your blueprint.Reflection AIWebsite - https://reflection.aiLinkedIn - https://www.linkedin.com/company/reflectionaiMisha LaskinLinkedIn - https://www.linkedin.com/in/mishalaskinX/Twitter - https://x.com/mishalaskinFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)LinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) Intro (01:42) Reflection AI: Company Origins and Mission (04:14) Making Superintelligence Concrete (06:04) Superintelligence vs. AGI: Why the Goalposts Moved (07:55) Organizational Superintelligence as an Oracle (12:05) Coding as the Shortcut: Hands, Legs & Brain for AI (16:00) Building the Context Engine (20:55) Capturing Tribal Knowledge in Organizations (26:31) Introducing Asimov: A Deep Code Research Agent (28:44) Team-Wide Memory: Preserving Institutional Knowledge (33:07) Multi-Agent Design for Deep Code Understanding (34:48) Data Retrieval and Integration in Asimov (38:13) Enterprise-Ready: VPC and On-Prem Deployments (39:41) Reinforcement Learning in Asimov's Development (41:04) Misha's Journey: From Physics to AI (42:06) Growing Up in a Science-Driven Desert Town (53:03) Building General Agents at DeepMind (56:57) Founding Reflection AI After DeepMind (58:54) Product-Driven Superintelligence: Why It Matters (01:02:22) The State of Autonomous Coding Agents (01:04:26) What's Next for Reflection AI
TCW Podcast Episode 238 - Quake We dive into the development of Quake, the ambitious and turbulent follow-up to Doom from ID Software. John Carmack set out to build a groundbreaking engine featuring full 3D rendering, dynamic lighting, and client-server multiplayer. This pushed the technical boundaries in a pre-GPU world. To achieve this, he brought in legendary programmer Michael Abrash from Microsoft, selling him on the vision of Quake as a step toward the metaverse as imagined in Snow Crash. Meanwhile, John Romero envisioned Quake as a fantasy RPG inspired by a character from his D&D campaign, but lack of direction and his growing obsession with Deathmatch led to team frustration and eventual fallout. The result was a game that redefined first-person shooters and laid the groundwork for decades of engine development. It also marked the end of an era at ID with the ouster of John Romero. TCW 030 - DOOM!: https://podcast.theycreateworlds.com/e/doom-1479057917/ TCW 197 - The ID of Game Development: https://podcast.theycreateworlds.com/e/the-id-of-game-development/ Doom States and DeHackEd: https://www.youtube.com/watch?v=MTa3diypjv4 P2P vs Dedicated Servers?: https://www.youtube.com/watch?v=Tt3ZLHKcP2U Token Ring - The Betamax of Networking: https://www.youtube.com/watch?v=IjLctlmZSp4 Artie - The Strongest Man In the World: https://www.youtube.com/watch?v=z6Bh3LskNbs Space Strike (DOS): https://www.youtube.com/watch?v=vtDdEuKFQps Cosmic Crusader (DOS): https://www.youtube.com/watch?v=RKOTa5iQAw8 Big Top (DOS): https://www.youtube.com/watch?v=AXUCacgF72M Snack Attack II (DOS): https://www.youtube.com/watch?v=hu-SEjcnnjo So You Haven't Read "Snow Crash": https://www.youtube.com/watch?v=nO64ZhBYy9E Ramblings in Realtime by Michael Abrash: https://www.bluesnews.com/abrash/ QuakeWorld Launch Event: https://www.youtube.com/watch?v=LXw6BkZ-gdY Quake (DOS 6.22): https://www.youtube.com/watch?v=tyLC1vR9oGk Quake Longplay: https://www.youtube.com/watch?v=J7GagGXXUtI Excerpt Quake Postmortem: https://www.youtube.com/watch?v=G2OE-74bTQw New episodes are on the 1st and 15th of every month! TCW Email: feedback@theycreateworlds.com Twitter: @tcwpodcast Patreon: https://www.patreon.com/theycreateworlds Alex's Video Game History Blog: http://videogamehistorian.wordpress.com Alex's book, published Dec 2019, is available at CRC Press and at major on-line retailers: http://bit.ly/TCWBOOK1 Intro Music: Josh Woodward - Airplane Mode - Music - "Airplane Mode" by Josh Woodward. Free download: http://joshwoodward.com/song/AirplaneMode Outro Music: RoleMusic - Bacterial Love: http://freemusicarchive.org/music/Rolemusic/Pop_Singles_Compilation_2014/01_rolemusic_-_bacterial_love Copyright: Attribution: http://creativecommons.org/licenses/by/4.0/
Welcome to another episode of Data Driven—the podcast where we explore the future of technology, one neural network at a time. In this episode, your hosts Frank La Vigne and Bailey are joined by Christopher Newland, Principal AI Technical Marketing Manager at Red Hat, globetrotter, and resident connoisseur of computer flea markets. Together, they embark on a lively journey through the ever-evolving landscape of artificial intelligence.You'll hear tales of racking servers in suburban garages, nostalgic detours through the golden age of CompUSA and cable boxes, and candid reflections on building (and rebuilding) home labs. But it's not all geek nostalgia. The conversation dives deep into the highly-discussed AI 2027 report—a speculative look at how AI might break free from human control, achieve superintelligence, and fundamentally alter our relationship with technology and society.They unpack the challenges of AI infrastructure, the real-world limits of doomsday predictions, and the growing importance of data privacy and AI sovereignty. It's a spirited, thought-provoking, and sometimes hilarious ride through past, present, and possible futures of artificial intelligence. So grab your favorite GPU-powered device, settle in, and get ready for a fascinating exploration of what might just send our world delightfully sideways by 2027!Time Stamps00:00 "AI 2027: Future Unplugged"05:47 Nvidia DGX Spark: AI Desktop Revolution09:42 "Experienced Workers Elevate Retail Experience"11:41 Early PC Build Challenges17:00 Supply Chain Management Challenges19:35 Garage Tech Showcase Challenges23:22 AI Deception and Arms Race24:34 Robotics Future and AI Manpower29:15 Concerns with 2027 AI Report32:41 Balancing Regulation and Free Market37:04 "Theoretical Limits of AI Models"38:32 "AI Sovereignty Discussion"43:03 "Stay Curious, Stay Data Driven"
The Monday Microsegment for the week of July 14th. All the cybersecurity news you need to stay ahead, from Illumio's The Segment podcast.UK police round up suspects they say are behind a wave of retail hacks.That new car could be systematic. Hydromatic. Ultramatic. And hacked via a Bluetooth flaw.And a new GPU-based attack turns AI models into artificial idiots.And John Kindervag joins us for a "Kindervag's Compass" segment. Head to The Zero Trust Hub: hub.illumio.comIntroducing Illumio Insights: AI Cloud Detection and Response Webinar: https://lp.illumio.com/Introducing-Illumio-Insights-Webinar.On-Demand
Today's show: Grok 4 just leapfrogged OpenAI to become the top AI model—and it's not just hype. In this episode, @Jason and @alex break down Grok's AGI-level performance, the massive drop in LLM pricing, and why some companies are raising prices anyway. They also dive into the Missouri AG's investigation into AI “bias,” the future of First Amendment protections for LLMs, and how autonomous vehicles are creating a new category: “autonomous commerce.” If you're building with AI or betting on the future of tech, don't miss this one.Timestamps:(1:55) AI models: Grok 4 and performance benchmarks(3:51) Detailed analysis of AI model performance and price trends(10:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(11:25) AI models' problem-solving capabilities and timeline for solving math problems(16:53) Legal and regulatory challenges for AI(19:56) Retool - Visit https://www.retool.com/twist and try it out today.(21:12) Bias in AI models and political implications(30:41) Vouched - Trust for agents that's built for builders like you. Check it out at http://vouched.id/twist(32:07) Infinite energy potential and AI impact; Bitcoin's new high(37:11) Crypto regulation and fintech under new administration(45:50) Future of storage, computing power, and GPU lifespan in data centers(53:40) Claude segment by Anthropic(55:09) Guest Ben Seidl of Autolane introduction(57:19) Autolane's impact on autonomous vehicles and commerce(59:05) Rise of autonomous commerce and logistics(1:06:37) Retailer issues with autonomous vehicle integration and orchestrationSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(19:56) Retool - Visit https://www.retool.com/twist and try it out today.(30:41) Vouched - Trust for agents that's built for builders like you. Check it out at http://vouched.id/twistGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Episode 76: This week we give an update on the RX 9070 XT FineWine situation after some people called out Steve's testing. Also we look further into the mainstream GPU market, where typically buyers have not received a lot of love lately.CHAPTERS00:00 - Intro03:27 - AMD 9070 XT FineWine Situation27:01 - Further Thoughts on the RTX 505040:51 - Comparisons Between Mainstream GPUs Over the Years52:30 - Updates From Our Boring LivesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.
A look inside CoreWeave's neocloud business model, and how the company went from an ETH miner to a $75 billion business. FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers. We explore CoreWeave's neocloud business model, GPU economics vs bitcoin mining profitability, and what this means for the future of the mining industry.Subscribe to our newsletter! **Notes:**• CoreWeave valued at $75B+ (12x revenue multiple)• 72% of Q1 revenue came from Microsoft/OpenAI• CoreWeave manages 250,000+ GPUs globally• $15B+ in contracted revenue securedTimestamps:00:00 Start04:05 Coreweave overview07:40 Neocloud10:28 Other Neocloud providers12:49 Oracle, OpenAI & Stargate16:20 Crusoe17:58 Hyperscaler street cred21:08 Energy pipeline26:53 Revenue32:51 Capex vs revenue38:03 GPU lifespan41:58 Bull vs Bear49:00 Partner concentration
Brad's historic YouTube video, "Here's Like 18 Minutes of Destiny 2 at 4k60:" https://www.youtube.com/watch?v=NIipgLFxpt4 Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod
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