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In this episode, Matt, Jack, and Rocco talk about how to prepare for a Grand Tournament when new Battletomes keep dropping in Warhammer Age of Sigmar. With the meta shifting constantly and unfamiliar armies showing up at events, the guys break down how they approach GT prep when you can't possibly learn every new book—and why focusing on fundamentals matters more than chasing every release. They cover: How to decide which Battletomes are worth your time What to do when you face an army you've never played before Why movement, deployment, and battle tactics win games Common mistakes players make when panicking about new books If you're heading to a GT or trying to keep up with the current Age of Sigmar meta, this episode is for you. Support the show:
2月25日、アシックスジャパンは全日本スーパーフォーミュラ選手権やスーパーGT、スーパー耐久シリーズ、ニュルブルクリンク24時間とさまざまなレースで活躍し、モータースポーツを起点としたもっといいクルマづくり、さらにカー […]
The guys contemplate the question of ‘peak car.' When were cars from each manufacturer at their very best, and will they peak again? Then, Kevin K. Is conflicted about Mustangs and wants a new GT, but isn't sure what's for him. Jason Z. in MI is sold on EVs and wants to pay cash, but what's available for $30k that's good? Car conclusions include updates about test drives and the $1 car. Audio-only MP3 is available on Spotify, Apple Podcasts and 10 other platforms. Look for us on Tuesdays if you'd like to watch us debate, disagree and then go drive again! 00:00 - Intro 00:19 - Alpine A110 To Become An EV 04:10 - Scout Motors Needs More Time 09:38 - Topic Tuesday: “Peak Car” For Each Brand (A - D) 14:35 - Paul's List Of Peak Cars (A - D) 31:06 - Todd's List Of Peak Cars (A - D) 56:49 - EDD & HOD Events March 2026 And Beyond 59:32 - Car Debate #1: Feeling Conflicted About Mustangs 1:11:31 - Car Debate #2: Sold On EVs 1:23:32 - Car Conclusion #1: We're In The Back Of Your Mind 1:26:31 - Car Conclusion #2: The $1 Car Update Rate and review us on Apple Podcasts, and subscribe to our two YouTube channels. Write to us your Topic Tuesdays, Car Conclusions and those great Car Debates at everydaydrivertv@gmail.com or everydaydriver.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Meelz, LJ, and AD wrap up their trip on The Grand Tour with a deep dive into the Shadow Dragon Saga. The crew breaks down the final arc of Dragon Ball GT, from the arrival of Evil Shenron and the rise of the Shadow Dragons to Vegeta's intriguing late-series spotlight. They also revisit the emotional final episode and share what they would change about GT as a whole.
…ON TODAYS PROGRAM… FERNANDO AND THE HONDA CURSE, LAWRENCE STROLL SELLS ASTON MARTIN NAMING RIGHTS FOR 50 MILLION POUNDS. FERRARI ON THE OTHER HAND SHOW OFF NEW SPINNING REAR WING AND, LOOK VERY COMPETITIVE ! MCLAREN AND MERCEDES ARE NOT FAR BEHIND… RED BULL IS STILL A QUESTION MARK?…AND FERNANDO WILL NEED HIS CAMPING CHAIR AS THE GP2 ENGINE THAT FAILED HIM AT MCLAREN, THAT WENT KABLAMO IN THE INDY 500 AND LOOKS TO HAUNT ALONSO FOR ANOTHER LONG SEASON!! STAY TUNED FOR SOME GREAT ONE LINERS FROM MACHISMO… THIS WEEK'S NASIR HAMEED CORNER…MORE VINTAGE BANTER BETWEEN THE HOST AND NASIR…THIS WEEKS SPECIAL GUEST: MARCUS ERICSSON, MARTIN BRUNDLE, AND MIKI MONRAS DE ESPANA…! Indianapolis 500 Veteran Hucul Dies at 79 INDIANAPOLIS (Friday, Feb. 20, 2026) – Canadian driver Cliff Hucul, a veteran of three Indianapolis 500 starts in the late 1970s, died Feb. 17 on his farm in his native Prince George, British Columbia. He was 79. Hucul made three consecutive starts in “The Greatest Spectacle in Racing” from 1977-79. His best finish came as a rookie in 1977, 22nd in the No. 29 Team Canada McLaren/Offenhauser that Hucul bought after Johnny Rutherford drove it to victory in the 1976 “500.” Hucul completed 72 laps before being sidelined by gearbox problems. He qualified on Bump Day for that race despite touching the wall in practice the previous day and suffering two engine failures during the Month of May, a significant pitfall for his low-budget team. Hucul's best qualifying spot was 18th in 1979, his final “500” start. The small-town driver from northern British Columbia learned his craft by racing stock cars and modified sprint cars at local tracks. He then began racing modifieds and supermodifieds in the Pacific Northwest against drivers that included eventual Indianapolis 500 winner and INDYCAR SERIES champion Tom Sneva and his brother Jerry Sneva. Hucul made 24 total USAC and CART starts between 1977-81, with eight top-10 finishes. Hucul's best finish in the standings was 11th in 1979, when he started the season by placing fifth at Ontario Motor Speedway and a career-best fourth at Texas World Speedway. In 1996, Hucul became a paraplegic after an automobile accident when crossing black ice on a highway in British Columbia. Despite being confined to a wheelchair, Hucul remained active, managing his farm and mentoring many drivers in the area. He was inducted into the Prince George Sports Hall of Fame for his lifetime contributions to auto racing. Hucul is survived by his son, Kelly, and daughter-in-law, Sylvie; daughter, Michele, and many grandchildren. 2026 BAHRAIN TESTING - WEEK 1, DAY 3 MAX VERSTAPPEN “Looking at the test overall, the Team got in a good number of laps on the first day so we were happy with that. We completed a lot of things that we wanted to test with the new Power Unit and the car in general. Today it was a continuation of that plus also trying to explore a little bit more with the car; you go through so many test items that it continues to change and evolve with everything that you are testing. In general, it is all so new that we are still learning a lot, but the car was good. We also have new tyres, so we spent some time looking at different sets and understanding what we need to improve and be better at. With the power unit, looking at the laps we got on the board, the start that we have had is good. That's exactly what we wanted to do and it was not a given. Whether it will be enough to win races, we don't know, we will just focus on ourselves and try to do the best we can, but there is still massive room for improvement. Finally, with the car, we learnt a lot about what worked and what didn't. Our runs also gave us even more ideas for the afternoon with Isack and then for next week, where we can continue to try new things and different set ups.” ISACK HADJAR “The first week here in Bahrain has gone well. Of course, I had to wait a little before getting in the car after Barcelona, but once I did, we were able to put it to the test and really work through what we need ahead of next week and Melbourne. There are so many things to look at, but we're staying on track with our programme so far. True performance and pace are always hard to judge in pre-season, but we can be happy with the reliability we've had from the power unit this week. There are still things to work on in terms of balance and tyre management, but that's completely normal for this time of year. We're working through it together as a Team to get where we want to be for Australia. I've known the people here for a while now, but it's great to be working with them again in an environment like this." ASTON MARTIN The Aston Martin Aramco Formula One™ Team concluded its testing programme at the Bahrain International Circuit today, with Lance Stroll returning to the cockpit of the AMR26 for the final time before the Australian Grand Prix. Lance did not get on track until late in the morning session due to a battery-related issue that had impacted Fernando's running yesterday. Honda carried out simulations on the test bench at HRC Sakura before the car returned to the track. Due to a shortage of power unit parts, the run plan was very limited and consisted only of short stints. Lance Stroll “It's been a challenging couple of weeks here in Bahrain, and today's limited running wasn't the way we wanted to finish the second test. It's clear the car isn't where we want it to be performance-wise, and we know there's a lot of work ahead in the coming weeks and months. There's a long season ahead, and we'll keep pushing flat out to unlock more performance. I want to say a big thank you to everyone trackside and back at the AMRTC for the work that's gone in so far. It's not where we want to be right now, but I know how determined this team is. We'll stick together, rise to the challenge and keep working until we deliver the performance we are looking for.” WILLIAMS F1 2026 Bahrain pre-season testing – Day 3 James Vowles, Team Principal: Another solid day of running and mileage. It's great to see that across the last six days of testing, we've been predominantly tyre and time limited, and able to complete the full programme that we wanted. That's just a testament to the hard work of the teams, both here and in Grove, making sure that we made up for lost time. No one truly knows where all the performance lies. That's what Melbourne is all about, so I can't wait to go there, to gain a further understanding of where we are. What I know for sure, though, is we have work to do. There's no doubt about it. We've put ourselves on the back foot. But my assurance to everyone is that we have an aggressive programme lining up in front of us in order to make sure that we extract as much performance in this car as possible over the forthcoming months. Carlos Sainz: The past six days of testing in Bahrain has been one of the most interesting and challenging tests that I've been part of, given the new regulations and number of things we had to learn. The progress from day one has been significant, although there are still going to be things to understand and solve at the start of the season. We go into the first half of the year with lower expectations than 2025 knowing that we'll be starting slightly on the back foot. However, I'm really looking forward to getting started and focusing on improving the cars through the year to become more competitive. Bring on Melbourne! Alex Albon: It's been a relatively smooth test here in Bahrain. We got some good mileage under our belts and tested everything we wanted to get out of the car, so I'm feeling more ready for Melbourne. There's still a lot we need to understand and plenty of performance left on the table that we need to extract, but I'm glad the tests went to plan. It's now all about maximising the next few days to prepare for the first race of the year! THIS WEEK'S INTERVIEW WITH MIKI MONRAS... Miki Monrás on battling Bottas and Ricciardo in the late 2000s and the rising cost of junior racing In the late 2000s, Miki Monrás was one of Spain's brightest prospects on the junior single-seater ladder, trading blows with the likes of Daniel Ricciardo, Valtteri Bottas and António Félix da Costa in Formula Renault and GP3. But while his rivals pushed on towards F1 or careers in GTs, the Spaniard's single-seater journey came to an abrupt halt in 2011. Feeder Series caught up with Monrás to reflect on the times he rubbed shoulders with greatness, the challenges of racing in the post–financial crisis era, and life beyond motorsport. By Anabelle Bremner Back in the noughties, the path from karting to Formula 1 looked nothing like it does today. There was no standardised Formula 4, no carefully managed ladder – just a patchwork of championships that rewarded those brave enough, and wealthy enough, to dive straight in. Eurocup Formula Renault 2.0 was as deep as it got: 40-car grids stacked with future stars, the proving ground where Pierre Gasly, Nyck de Vries and Lando Norris would come to cut their teeth. But before all of them, it was Monrás in the thick of it. He made his single-seater debut in late 2007, the result of years spent chasing speed. His first taste of racing, in fact, came on two wheels – on a motocross bike, inspired by his father, who had raced professionally in Spain and Europe. At the age of eight, Monrás joined a motocross camp, and it wasn't long before karting came calling. “After the first race, I really enjoyed it,” he recalls. “I remember it was Christmastime and I asked for a motocross scooter and for a go-kart. So I finally got the go-kart, and that's the way I started. Then I started racing in Catalonia, and I just moved through Spain and Europe and all the world championships until formula.” Single-seater racing, however, would prove a unique beast. Shortly before turning 16, Monrás moved straight from karting into Formula Renault 2.0, in which the competition was fierce. “Normally at that age you'd go before to a category not straight to 2.0,” he said. “My first year I was racing with Bottas, I was racing with Ricciardo, I was racing with [Andrea] Caldarelli – really good drivers.… I was racing against people that were already racing for two years in single-seaters. That was a big difference.”His first Eurocup campaign, in 2008, proved a challenging one. He was scoreless for his first five rounds with the Hitech Junior Team (no relation to the current Hitech) before a switch to SG Formula brought him six points in the final two rounds. Valtteri Bottas, then of Motopark Academy, went on to claim that year's title after a close fight involving Ricciardo, Caldarelli and Roberto Merhi. The next year brought Monrás a decidedly better season and three podiums with SG Formula, owned by Mercedes Junior Team advisor Stéphane Guerin. He wound up fifth overall in a season dominated by a fierce three-way fight between Félix da Costa, Jean-Éric Vergne and Albert Costa – the last of whom ultimately took the title. Racing against so much talent at such a young age left Monrás with plenty of perspective on what might have been. “Ricciardo was my teammate. Jean-Éric Vergne was my teammate. I raced with Da Costa, Bottas, with Magnussen, so many people that have been racing each other and winning races,” he said. “[I] think if I changed something at that point, maybe I would be in Formula 1, but who knows. Maybe yes, maybe no. “But at that time, it was really difficult times because it was 2010, '11, '12, where there was also a big crisis in the world, especially in Europe. It was really difficult for Spanish drivers to get the sponsors and the money to race.” The financial squeeze triggered by the 2008 global financial crisis left Monrás and many of his peers in a precarious position. Several teams, such as SG Formula, shut their doors in the wake of the crisis amidst an already shifting landscape in junior racing. “It's been changing a lot from that time until now. When I was racing Eurocup 2.0, one time we were like 48 drivers, I remember. 2008 at Spa. It was a massive level and so many drivers wanted to go in,” he said. “Eurocup was really high level, I would say maybe [comparable] to Formula 4 about the car and the lap times. “Motorsport has changed a lot in the last few years. It's more expensive. At that time, Eurocup was also expensive, but I think Formula 4 is around €700,000 more or less, maybe more now. It's quite expensive. Back then, I think Eurocup was around €300,000 or €250,000, so there was a massive difference. A lot more people could race at that time.” After two and a half years competing in various Formula Renault series, Monrás stepped up to GP3 in 2010. The inaugural season, won by eventual F1 driver Esteban Gutiérrez, came with another steep learning curve. Monrás managed two podiums and a 10th-place finish in the standings, but the step up exposed the limits of what talent alone could achieve in a field packed with hungry, well-backed drivers. “When I raced GP3, that was the first year of the championship, so it was a new championship for all of the teams. I also raced with Arden, which was a new team in the category, so it made it a bit difficult,” he said. “During testing, I remember I was flying in GP3, and then suddenly in some races there was such a huge difference with some other cars and drivers. It was difficult sometimes. … I think this is always present in motorsport in all categories. You will find some kind of differences within cars and teams. It just will always be there.” Challenging as it was, that season had its highs for Monrás. A recovery drive in Spa's characteristic rain remains a fond memory for the Spaniard. “I had a really bad qualifying because there were some yellow flags,” he explained. “Because there were 30 cars, it was easy to find yellow flags if you're waiting for the last minutes in qualifying. I finished [ninth in] race one, and in race two it started raining really heavily after five laps. I went from P10 to P3, nearly fighting for the win in the last lap against Rossi and Tambay. That was a really good race.” After a season in GP3, Monrás moved up a rung on the ladder to Formula Two. At the time, the feeder series landscape was fragmented. GP2 and Formula Renault 3.5 offered established paths to Formula 1, while the MotorSport Vision's FIA Formula Two Championship, which first ran in 2009, aimed to do the same with a more affordable package. “Formula Two at that point was very competitive, economically speaking,” Monrás said. “It was a lot cheaper to race in Formula Two than race in GP2 at that moment or 3.5 because it was like all one team. All the cars were one team with different engineers, and that made it low cost for the time. “A lot of drivers went to it because of that. They were racing in the best tracks, same as World Series and similar to GP2, and the car was competitive. Maybe not as competitive as GP2 or 3.5 because it was a bit slower, but it was really competitive and really fast, on the straight especially.” “In that time, what they were saying was it was very equal. You had one engineer for three cars, you were sharing data with these three cars, and it was all under the same team. You can always find differences in motorsport. Maybe not a difference to make one car win and one car P15, but you can still always find two-tenths difference in similar cars, and two tenths, sometimes it's a lot of time,” he said. “The cars were on the same team, but each engineer was doing the set-up for his driver. The set-up I was using and maybe the set-up Bortolotti was using, he had won the championship maybe from our different set-ups. Every race, you changed engineers. Every weekend, you were rotating engineers so at the end of the season, everybody worked with everyone.” By 2012, the funding had dried up. Monrás was left sponsorless and unable to compete in Formula Two. He sampled GT racing in the Blancpain Endurance Series and tested with both Audi Sport and Atech GP, but no program materialised. From there, Monrás transitioned into driver coaching and team management – mostly with the AV Formula team owned by his manager, Adrian Vallés – and eventually “moved on” from motorsport around 2017. “I was working also with McLaren Automotive, but it was not motorsport. It was automotive, developing road cars, really competitive cars. After that I decided to stop because I wanted to follow a new career professionally, and I moved onto real estate which I have always been [involved with] because of my family, so that's why I decided to move over,” he said. “I now work in a real estate company which I own with some partners, and that's my day-to-day nowadays.” After years climbing the ladder in lockstep with some of the sport's future stars, Monrás has found a new rhythm – one that's decidedly less fast, but no less his own. Yet his career remains a reminder of the talent that defined an era: a Spaniard who went wheel to wheel with the likes of Ricciardo, Bottas, and Vergne, racing in some of the deepest junior grids of the 2000s and 2010s. In the story of that generation, Monrás may no longer be on track, but he's never far from the memory of it all.
Hour One begins with Louie and Zach reacting to UK's loss to Auburn, why the postgame press conference was as embarrassing as the game, and Louisville's win over GT. Matt McGavic joins to discuss all things Louisville, and Louie and Zach react to Team USA's win over Canada in the Gold Medal Game.See omnystudio.com/listener for privacy information.
Send a textOn this episode of the CSZ Podcast, brought to you by Prime IV Louisville, we are coming to you live from the Shoot 360 Studios, Jeremy is joined in studio by Joey, Shawn and via Restream by WesThe squad will go over the week in Cardinal Athletics. We talk about all the losses UofL took this week, victory vs GT, Rapid fire, the Baseball teams trip to Texas & much, much more including our usual shenanigans! You won't want to miss this one! The Cardinal Sports Zone Podcast is brought to you by Prime IV, Shoot 360, Four Pegs, Fitness Market, Cherry Pickin Goods, Planet Fitness, Mossy Oak & Hart Reality, Collision Course Crew, Rally House, Beckmanns FineBladeZ & Josh Jarboe from Remax Reality.Follow us on Twitter:@CardSportZone@Jeremy_CSZ@lvilleshawn@baseboy124@DPence_@joewahman526@WesB_42@WesKeyes_CSZ@IamthehiggyFollow our sponsors on social media:#PrimeIVLouisville#JoshJarboe@PlanetFitness@Rally_House@FitnessMarketKY@course_crew@FourPegsBeer@MossyOak@Shoot360Lou@CherryPickinGds@Zach_Beckmann1Support the show
Send a textThe cannabis world is reeling! House Agriculture Chairman Glenn "GT" Thompson's new Farm Bill draft introduces a "total THC" standard that could ban most hemp products.#cannabisnews #farmbill #00:00 Farm Bill Markup Tomorrow: What's Actually Changing?01:40 Hemp Beverages & Interstate Sales: Why the Loophole Is Closing02:19 Congress, Tariffs, and Election Chaos: Why Nothing Gets Done03:54 Inside the New Farm Bill: 0.3% Total THC + Kicking Products to FDA05:15 Loophole Business vs Real Reform: Rescheduling, Schedule III, and Reality Checks07:19 Cannabis & Mental Health Studies: Age-Gating as the Legalization Argument11:02 Seeds, Genetics, and Debanking: The Next Underground Market?14:41 “Just Legalize It” Isn't a Plan: Medical Cannabis as the Winning Policy17:32 Texas Ballot Push + FDA Missed Deadlines: Enforcement vs Banking Reality21:02 Missouri vs Illinois Hemp Rules + The Politics of Lobbying and ‘Real Change'25:33 GOP Congressman Cheers Schedule I: The Next Story Tease25:58 Why Hemp & Cannabis Reform Keeps Getting Stalled (Andy Harris & House Roadblocks)26:50 Reschedule vs Deschedule: Building the Whole ‘Staircase' Without Loopholes28:28 NBA Player Busted in The Bahamas: Why Legal Markets Mean Safer Access29:55 Regulated Medical Cannabis: The Only Policy Congress Can Agree On31:05 Name That Strain: Black Truffle (Terps, THC Myths & Compliance Talk)35:29 Cannabis Contracts in Federal Court: When ‘Illegal' Kills Enforcement40:45 Government-Run Dispensaries & The Backlash: Smell Laws and Public Space43:29 Gummy Chaos: Dosing a Flight, Edible Limits, and Wild State-by-State Caps45:43 Activism Reality Check, Wrap-Up, and Store Updates (Logo, Window, Soft Open)want to start your own podcast? Try StreamYard.Want to create live streams like this? Check out StreamYard: Support the showGet our newsletter: https://bit.ly/3VEn9vu
The latest Georgia Tech Research Podcast episode for the Agricultural Technology Research Program (ATRP) focuses on the Georgia Tech Diggle Lab (www.thedigglelab.com). This episode discusses cross-campus collaboration between GTRI's ATRP and GT's Diggle Lab. The Lab's director is Dr. Steve Diggle (hence, the name). The Diggle Lab is based in the Center for Microbial Dynamics and Infection (part of the School of Biological Sciences) at Georgia Tech. Its primary objective is to gain a deeper understanding of microbial interactions and social behaviors, with a focus on their impact on virulence, antimicrobial resistance (AMR), and the development of therapeutic strategies. A prominent project is an investigation of the antibiotic-resistant superbug, Pseudomonas aeruginosa, which the Centers for Disease Control and Prevention (CDC) has classified as a "critical threat" in health care environments. GTRI and the Diggle Lab collaborated on research focused on bio-based wound dressings and antibiotic resistance. The collaboration has led to has developed piacens, protein-based antimicrobial structures that target specific bacteria without causing resistance. The lab also explored ancient biotics, recreating a 1,000-year-old recipe that effectively treated Staphylococcus aureus. The collaboration aims to address antibiotic resistance and biofilm issues in poultry and industrial settings, leveraging piacens' precision and stability.
GOOOOALD for USA W + UVA MBB routs GT and Bob Alvis of The Sports Buffet Podcast by Ed Lane
Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sarah Wang sit at the center of the capital, compute, and talent arms race reshaping the tech industry. As partners at a16z investing across infrastructure and growth, they've watched venture and growth blur, model labs turn dollars into capability at unprecedented speed, and startups raise nine-figure rounds before monetization.Martin and Sarah join us to unpack the new financing playbook for AI: why today's rounds are really compute contracts in disguise, how the “raise → train → ship → raise bigger” flywheel works, and whether foundation model companies can outspend the entire app ecosystem built on top of them. They also share what's underhyped (boring enterprise software), what's overheated (talent wars and compensation spirals), and the two radically different futures they see for AI's market structure.We discuss:* Martin's “two futures” fork: infinite fragmentation and new software categories vs. a small oligopoly of general models that consume everything above them* The capital flywheel: how model labs translate funding directly into capability gains, then into revenue growth measured in weeks, not years* Why venture and growth have merged: $100M–$1B hybrid rounds, strategic investors, compute negotiations, and complex deal structures* The AGI vs. product tension: allocating scarce GPUs between long-term research and near-term revenue flywheels* Whether frontier labs can out-raise and outspend the entire app ecosystem built on top of their APIs* Why today's talent wars ($10M+ comp packages, $B acqui-hires) are breaking early-stage founder math* Cursor as a case study: building up from the app layer while training down into your own models* Why “boring” enterprise software may be the most underinvested opportunity in the AI mania* Hardware and robotics: why the ChatGPT moment hasn't yet arrived for robots and what would need to change* World Labs and generative 3D: bringing the marginal cost of 3D scene creation down by orders of magnitude* Why public AI discourse is often wildly disconnected from boardroom reality and how founders should navigate the noiseShow Notes:* “Where Value Will Accrue in AI: Martin Casado & Sarah Wang” - a16z show* “Jack Altman & Martin Casado on the Future of Venture Capital”* World Labs—Martin Casado• LinkedIn: https://www.linkedin.com/in/martincasado/• X: https://x.com/martin_casadoSarah Wang• LinkedIn: https://www.linkedin.com/in/sarah-wang-59b96a7• X: https://x.com/sarahdingwanga16z• https://a16z.com/Timestamps00:00:00 – Intro: Live from a16z00:01:20 – The New AI Funding Model: Venture + Growth Collide00:03:19 – Circular Funding, Demand & “No Dark GPUs”00:05:24 – Infrastructure vs Apps: The Lines Blur00:06:24 – The Capital Flywheel: Raise → Train → Ship → Raise Bigger00:09:39 – Can Frontier Labs Outspend the Entire App Ecosystem?00:11:24 – Character AI & The AGI vs Product Dilemma00:14:39 – Talent Wars, $10M Engineers & Founder Anxiety00:17:33 – What's Underinvested? The Case for “Boring” Software00:19:29 – Robotics, Hardware & Why It's Hard to Win00:22:42 – Custom ASICs & The $1B Training Run Economics00:24:23 – American Dynamism, Geography & AI Power Centers00:26:48 – How AI Is Changing the Investor Workflow (Claude Cowork)00:29:12 – Two Futures of AI: Infinite Expansion or Oligopoly?00:32:48 – If You Can Raise More Than Your Ecosystem, You Win00:34:27 – Are All Tasks AGI-Complete? Coding as the Test Case00:38:55 – Cursor & The Power of the App Layer00:44:05 – World Labs, Spatial Intelligence & 3D Foundation Models00:47:20 – Thinking Machines, Founder Drama & Media Narratives00:52:30 – Where Long-Term Power Accrues in the AI StackTranscriptLatent.Space - Inside AI's $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z[00:00:00] Welcome to Latent Space (Live from a16z) + Meet the Guests[00:00:00] Alessio: Hey everyone. Welcome to the Latent Space podcast, live from a 16 z. Uh, this is Alessio founder Kernel Lance, and I'm joined by Twix, editor of Latent Space.[00:00:08] swyx: Hey, hey, hey. Uh, and we're so glad to be on with you guys. Also a top AI podcast, uh, Martin Cado and Sarah Wang. Welcome, very[00:00:16] Martin Casado: happy to be here and welcome.[00:00:17] swyx: Yes, uh, we love this office. We love what you've done with the place. Uh, the new logo is everywhere now. It's, it's still getting, takes a while to get used to, but it reminds me of like sort of a callback to a more ambitious age, which I think is kind of[00:00:31] Martin Casado: definitely makes a statement.[00:00:33] swyx: Yeah.[00:00:34] Martin Casado: Not quite sure what that statement is, but it makes a statement.[00:00:37] swyx: Uh, Martin, I go back with you to Netlify.[00:00:40] Martin Casado: Yep.[00:00:40] swyx: Uh, and, uh, you know, you create a software defined networking and all, all that stuff people can read up on your background. Yep. Sarah, I'm newer to you. Uh, you, you sort of started working together on AI infrastructure stuff.[00:00:51] Sarah Wang: That's right. Yeah. Seven, seven years ago now.[00:00:53] Martin Casado: Best growth investor in the entire industry.[00:00:55] swyx: Oh, say[00:00:56] Martin Casado: more hands down there is, there is. [00:01:00] I mean, when it comes to AI companies, Sarah, I think has done the most kind of aggressive, um, investment thesis around AI models, right? So, worked for Nom Ja, Mira Ia, FEI Fey, and so just these frontier, kind of like large AI models.[00:01:15] I think, you know, Sarah's been the, the broadest investor. Is that fair?[00:01:20] Venture vs. Growth in the Frontier Model Era[00:01:20] Sarah Wang: No, I, well, I was gonna say, I think it's been a really interesting tag, tag team actually just ‘cause the, a lot of these big C deals, not only are they raising a lot of money, um, it's still a tech founder bet, which obviously is inherently early stage.[00:01:33] But the resources,[00:01:36] Martin Casado: so many, I[00:01:36] Sarah Wang: was gonna say the resources one, they just grow really quickly. But then two, the resources that they need day one are kind of growth scale. So I, the hybrid tag team that we have is. Quite effective, I think,[00:01:46] Martin Casado: what is growth these days? You know, you don't wake up if it's less than a billion or like, it's, it's actually, it's actually very like, like no, it's a very interesting time in investing because like, you know, take like the character around, right?[00:01:59] These tend to [00:02:00] be like pre monetization, but the dollars are large enough that you need to have a larger fund and the analysis. You know, because you've got lots of users. ‘cause this stuff has such high demand requires, you know, more of a number sophistication. And so most of these deals, whether it's US or other firms on these large model companies, are like this hybrid between venture growth.[00:02:18] Sarah Wang: Yeah. Total. And I think, you know, stuff like BD for example, you wouldn't usually need BD when you were seed stage trying to get market biz Devrel. Biz Devrel, exactly. Okay. But like now, sorry, I'm,[00:02:27] swyx: I'm not familiar. What, what, what does biz Devrel mean for a venture fund? Because I know what biz Devrel means for a company.[00:02:31] Sarah Wang: Yeah.[00:02:32] Compute Deals, Strategics, and the ‘Circular Funding' Question[00:02:32] Sarah Wang: You know, so a, a good example is, I mean, we talk about buying compute, but there's a huge negotiation involved there in terms of, okay, do you get equity for the compute? What, what sort of partner are you looking at? Is there a go-to market arm to that? Um, and these are just things on this scale, hundreds of millions, you know, maybe.[00:02:50] Six months into the inception of a company, you just wouldn't have to negotiate these deals before.[00:02:54] Martin Casado: Yeah. These large rounds are very complex now. Like in the past, if you did a series A [00:03:00] or a series B, like whatever, you're writing a 20 to a $60 million check and you call it a day. Now you normally have financial investors and strategic investors, and then the strategic portion always still goes with like these kind of large compute contracts, which can take months to do.[00:03:13] And so it's, it's very different ties. I've been doing this for 10 years. It's the, I've never seen anything like this.[00:03:19] swyx: Yeah. Do you have worries about the circular funding from so disease strategics?[00:03:24] Martin Casado: I mean, listen, as long as the demand is there, like the demand is there. Like the problem with the internet is the demand wasn't there.[00:03:29] swyx: Exactly. All right. This, this is like the, the whole pyramid scheme bubble thing, where like, as long as you mark to market on like the notional value of like, these deals, fine, but like once it starts to chip away, it really Well[00:03:41] Martin Casado: no, like as, as, as, as long as there's demand. I mean, you know, this, this is like a lot of these sound bites have already become kind of cliches, but they're worth saying it.[00:03:47] Right? Like during the internet days, like we were. Um, raising money to put fiber in the ground that wasn't used. And that's a problem, right? Because now you actually have a supply overhang.[00:03:58] swyx: Mm-hmm.[00:03:59] Martin Casado: And even in the, [00:04:00] the time of the, the internet, like the supply and, and bandwidth overhang, even as massive as it was in, as massive as the crash was only lasted about four years.[00:04:09] But we don't have a supply overhang. Like there's no dark GPUs, right? I mean, and so, you know, circular or not, I mean, you know, if, if someone invests in a company that, um. You know, they'll actually use the GPUs. And on the other side of it is the, is the ask for customer. So I I, I think it's a different time.[00:04:25] Sarah Wang: I think the other piece, maybe just to add onto this, and I'm gonna quote Martine in front of him, but this is probably also a unique time in that. For the first time, you can actually trace dollars to outcomes. Yeah, right. Provided that scaling laws are, are holding, um, and capabilities are actually moving forward.[00:04:40] Because if you can put translate dollars into capabilities, uh, a capability improvement, there's demand there to martine's point. But if that somehow breaks, you know, obviously that's an important assumption in this whole thing to make it work. But you know, instead of investing dollars into sales and marketing, you're, you're investing into r and d to get to the capability, um, you know, increase.[00:04:59] And [00:05:00] that's sort of been the demand driver because. Once there's an unlock there, people are willing to pay for it.[00:05:05] Alessio: Yeah.[00:05:06] Blurring Lines: Models as Infra + Apps, and the New Fundraising Flywheel[00:05:06] Alessio: Is there any difference in how you built the portfolio now that some of your growth companies are, like the infrastructure of the early stage companies, like, you know, OpenAI is now the same size as some of the cloud providers were early on.[00:05:16] Like what does that look like? Like how much information can you feed off each other between the, the two?[00:05:24] Martin Casado: There's so many lines that are being crossed right now, or blurred. Right. So we already talked about venture and growth. Another one that's being blurred is between infrastructure and apps, right? So like what is a model company?[00:05:35] Mm-hmm. Like, it's clearly infrastructure, right? Because it's like, you know, it's doing kind of core r and d. It's a horizontal platform, but it's also an app because it's um, uh, touches the users directly. And then of course. You know, the, the, the growth of these is just so high. And so I actually think you're just starting to see a, a, a new financing strategy emerge and, you know, we've had to adapt as a result of that.[00:05:59] And [00:06:00] so there's been a lot of changes. Um, you're right that these companies become platform companies very quickly. You've got ecosystem build out. So none of this is necessarily new, but the timescales of which it's happened is pretty phenomenal. And the way we'd normally cut lines before is blurred a little bit, but.[00:06:16] But that, that, that said, I mean, a lot of it also just does feel like things that we've seen in the past, like cloud build out the internet build out as well.[00:06:24] Sarah Wang: Yeah. Um, yeah, I think it's interesting, uh, I don't know if you guys would agree with this, but it feels like the emerging strategy is, and this builds off of your other question, um.[00:06:33] You raise money for compute, you pour that or you, you pour the money into compute, you get some sort of breakthrough. You funnel the breakthrough into your vertically integrated application. That could be chat GBT, that could be cloud code, you know, whatever it is. You massively gain share and get users.[00:06:49] Maybe you're even subsidizing at that point. Um, depending on your strategy. You raise money at the peak momentum and then you repeat, rinse and repeat. Um, and so. And that wasn't [00:07:00] true even two years ago, I think. Mm-hmm. And so it's sort of to your, just tying it to fundraising strategy, right? There's a, and hiring strategy.[00:07:07] All of these are tied, I think the lines are blurring even more today where everyone is, and they, but of course these companies all have API businesses and so they're these, these frenemy lines that are getting blurred in that a lot of, I mean, they have billions of dollars of API revenue, right? And so there are customers there.[00:07:23] But they're competing on the app layer.[00:07:24] Martin Casado: Yeah. So this is a really, really important point. So I, I would say for sure, venture and growth, that line is blurry app and infrastructure. That line is blurry. Um, but I don't think that that changes our practice so much. But like where the very open questions are like, does this layer in the same way.[00:07:43] Compute traditionally has like during the cloud is like, you know, like whatever, somebody wins one layer, but then another whole set of companies wins another layer. But that might not, might not be the case here. It may be the case that you actually can't verticalize on the token string. Like you can't build an app like it, it necessarily goes down just because there are no [00:08:00] abstractions.[00:08:00] So those are kinda the bigger existential questions we ask. Another thing that is very different this time than in the history of computer sciences is. In the past, if you raised money, then you basically had to wait for engineering to catch up. Which famously doesn't scale like the mythical mammoth. It take a very long time.[00:08:18] But like that's not the case here. Like a model company can raise money and drop a model in a, in a year, and it's better, right? And, and it does it with a team of 20 people or 10 people. So this type of like money entering a company and then producing something that has demand and growth right away and using that to raise more money is a very different capital flywheel than we've ever seen before.[00:08:39] And I think everybody's trying to understand what the consequences are. So I think it's less about like. Big companies and growth and this, and more about these more systemic questions that we actually don't have answers to.[00:08:49] Alessio: Yeah, like at Kernel Labs, one of our ideas is like if you had unlimited money to spend productively to turn tokens into products, like the whole early stage [00:09:00] market is very different because today you're investing X amount of capital to win a deal because of price structure and whatnot, and you're kind of pot committing.[00:09:07] Yeah. To a certain strategy for a certain amount of time. Yeah. But if you could like iteratively spin out companies and products and just throw, I, I wanna spend a million dollar of inference today and get a product out tomorrow.[00:09:18] swyx: Yeah.[00:09:19] Alessio: Like, we should get to the point where like the friction of like token to product is so low that you can do this and then you can change the Right, the early stage venture model to be much more iterative.[00:09:30] And then every round is like either 100 k of inference or like a hundred million from a 16 Z. There's no, there's no like $8 million C round anymore. Right.[00:09:38] When Frontier Labs Outspend the Entire App Ecosystem[00:09:38] Martin Casado: But, but, but, but there's a, there's a, the, an industry structural question that we don't know the answer to, which involves the frontier models, which is, let's take.[00:09:48] Anthropic it. Let's say Anthropic has a state-of-the-art model that has some large percentage of market share. And let's say that, uh, uh, uh, you know, uh, a company's building smaller models [00:10:00] that, you know, use the bigger model in the background, open 4.5, but they add value on top of that. Now, if Anthropic can raise three times more.[00:10:10] Every subsequent round, they probably can raise more money than the entire app ecosystem that's built on top of it. And if that's the case, they can expand beyond everything built on top of it. It's like imagine like a star that's just kind of expanding, so there could be a systemic. There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don't think we've ever seen before just because we were so bottlenecked in engineering, and this is a very open question.[00:10:41] swyx: Yeah. It's, it is almost like bitter lesson applied to the startup industry.[00:10:45] Martin Casado: Yeah, a hundred percent. It literally becomes an issue of like raise capital, turn that directly into growth. Use that to raise three times more. Exactly. And if you can keep doing that, you literally can outspend any company that's built the, not any company.[00:10:57] You can outspend the aggregate of companies on top of [00:11:00] you and therefore you'll necessarily take their share, which is crazy.[00:11:02] swyx: Would you say that kind of happens in character? Is that the, the sort of postmortem on. What happened?[00:11:10] Sarah Wang: Um,[00:11:10] Martin Casado: no.[00:11:12] Sarah Wang: Yeah, because I think so,[00:11:13] swyx: I mean the actual postmortem is, he wanted to go back to Google.[00:11:15] Exactly. But like[00:11:18] Martin Casado: that's another difference that[00:11:19] Sarah Wang: you said[00:11:21] Martin Casado: it. We should talk, we should actually talk about that.[00:11:22] swyx: Yeah,[00:11:22] Sarah Wang: that's[00:11:23] swyx: Go for it. Take it. Take,[00:11:23] Sarah Wang: yeah.[00:11:24] Character.AI, Founder Goals (AGI vs Product), and GPU Allocation Tradeoffs[00:11:24] Sarah Wang: I was gonna say, I think, um. The, the, the character thing raises actually a different issue, which actually the Frontier Labs will face as well. So we'll see how they handle it.[00:11:34] But, um, so we invest in character in January, 2023, which feels like eons ago, I mean, three years ago. Feels like lifetimes ago. But, um, and then they, uh, did the IP licensing deal with Google in August, 2020. Uh, four. And so, um, you know, at the time, no, you know, he's talked publicly about this, right? He wanted to Google wouldn't let him put out products in the world.[00:11:56] That's obviously changed drastically. But, um, he went to go do [00:12:00] that. Um, but he had a product attached. The goal was, I mean, it's Nome Shair, he wanted to get to a GI. That was always his personal goal. But, you know, I think through collecting data, right, and this sort of very human use case, that the character product.[00:12:13] Originally was and still is, um, was one of the vehicles to do that. Um, I think the real reason that, you know. I if you think about the, the stress that any company feels before, um, you ultimately going one way or the other is sort of this a GI versus product. Um, and I think a lot of the big, I think, you know, opening eyes, feeling that, um, anthropic if they haven't started, you know, felt it, certainly given the success of their products, they may start to feel that soon.[00:12:39] And the real. I think there's real trade-offs, right? It's like how many, when you think about GPUs, that's a limited resource. Where do you allocate the GPUs? Is it toward the product? Is it toward new re research? Right? Is it, or long-term research, is it toward, um, n you know, near to midterm research? And so, um, in a case where you're resource constrained, um, [00:13:00] of course there's this fundraising game you can play, right?[00:13:01] But the fund, the market was very different back in 2023 too. Um. I think the best researchers in the world have this dilemma of, okay, I wanna go all in on a GI, but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to a GI. And so it does make, um, you know, I think it sets up an interesting dilemma for any startup that has trouble raising up until that level, right?[00:13:27] And certainly if you don't have that progress, you can't continue this fly, you know, fundraising flywheel.[00:13:32] Martin Casado: I would say that because, ‘cause we're keeping track of all of the things that are different, right? Like, you know, venture growth and uh, app infra and one of the ones is definitely the personalities of the founders.[00:13:45] It's just very different this time I've been. Been doing this for a decade and I've been doing startups for 20 years. And so, um, I mean a lot of people start this to do a GI and we've never had like a unified North star that I recall in the same [00:14:00] way. Like people built companies to start companies in the past.[00:14:02] Like that was what it was. Like I would create an internet company, I would create infrastructure company, like it's kind of more engineering builders and this is kind of a different. You know, mentality. And some companies have harnessed that incredibly well because their direction is so obviously on the path to what somebody would consider a GI, but others have not.[00:14:20] And so like there is always this tension with personnel. And so I think we're seeing more kind of founder movement.[00:14:27] Sarah Wang: Yeah.[00:14:27] Martin Casado: You know, as a fraction of founders than we've ever seen. I mean, maybe since like, I don't know the time of like Shockly and the trade DUR aid or something like that. Way back in the beginning of the industry, I, it's a very, very.[00:14:38] Unusual time of personnel.[00:14:39] Sarah Wang: Totally.[00:14:40] Talent Wars, Mega-Comp, and the Rise of Acquihire M&A[00:14:40] Sarah Wang: And it, I think it's exacerbated by the fact that talent wars, I mean, every industry has talent wars, but not at this magnitude, right? No. Yeah. Very rarely can you see someone get poached for $5 billion. That's hard to compete with. And then secondly, if you're a founder in ai, you could fart and it would be on the front page of, you know, the information these days.[00:14:59] And so there's [00:15:00] sort of this fishbowl effect that I think adds to the deep anxiety that, that these AI founders are feeling.[00:15:06] Martin Casado: Hmm.[00:15:06] swyx: Uh, yes. I mean, just on, uh, briefly comment on the founder, uh, the sort of. Talent wars thing. I feel like 2025 was just like a blip. Like I, I don't know if we'll see that again.[00:15:17] ‘cause meta built the team. Like, I don't know if, I think, I think they're kind of done and like, who's gonna pay more than meta? I, I don't know.[00:15:23] Martin Casado: I, I agree. So it feels so, it feel, it feels this way to me too. It's like, it is like, basically Zuckerberg kind of came out swinging and then now he's kind of back to building.[00:15:30] Yeah,[00:15:31] swyx: yeah. You know, you gotta like pay up to like assemble team to rush the job, whatever. But then now, now you like you, you made your choices and now they got a ship.[00:15:38] Martin Casado: I mean, the, the o other side of that is like, you know, like we're, we're actually in the job hiring market. We've got 600 people here. I hire all the time.[00:15:44] I've got three open recs if anybody's interested, that's listening to this for investor. Yeah, on, on the team, like on the investing side of the team, like, and, um, a lot of the people we talk to have acting, you know, active, um, offers for 10 million a year or something like that. And like, you know, and we pay really, [00:16:00] really well.[00:16:00] And just to see what's out on the market is really, is really remarkable. And so I would just say it's actually, so you're right, like the really flashy one, like I will get someone for, you know, a billion dollars, but like the inflated, um, uh, trickles down. Yeah, it is still very active today. I mean,[00:16:18] Sarah Wang: yeah, you could be an L five and get an offer in the tens of millions.[00:16:22] Okay. Yeah. Easily. Yeah. It's so I think you're right that it felt like a blip. I hope you're right. Um, but I think it's been, the steady state is now, I think got pulled up. Yeah. Yeah. I'll pull up for[00:16:31] Martin Casado: sure. Yeah.[00:16:32] Alessio: Yeah. And I think that's breaking the early stage founder math too. I think before a lot of people would be like, well, maybe I should just go be a founder instead of like getting paid.[00:16:39] Yeah. 800 KA million at Google. But if I'm getting paid. Five, 6 million. That's different but[00:16:45] Martin Casado: on. But on the other hand, there's more strategic money than we've ever seen historically, right? Mm-hmm. And so, yep. The economics, the, the, the, the calculus on the economics is very different in a number of ways. And, uh, it's crazy.[00:16:58] It's cra it's causing like a, [00:17:00] a, a, a ton of change in confusion in the market. Some very positive, sub negative, like, so for example, the other side of the, um. The co-founder, like, um, acquisition, you know, mark Zuckerberg poaching someone for a lot of money is like, we were actually seeing historic amount of m and a for basically acquihires, right?[00:17:20] That you like, you know, really good outcomes from a venture perspective that are effective acquihires, right? So I would say it's probably net positive from the investment standpoint, even though it seems from the headlines to be very disruptive in a negative way.[00:17:33] Alessio: Yeah.[00:17:33] What's Underfunded: Boring Software, Robotics Skepticism, and Custom Silicon Economics[00:17:33] Alessio: Um, let's talk maybe about what's not being invested in, like maybe some interesting ideas that you would see more people build or it, it seems in a way, you know, as ycs getting more popular, it's like access getting more popular.[00:17:47] There's a startup school path that a lot of founders take and they know what's hot in the VC circles and they know what gets funded. Uh, and there's maybe not as much risk appetite for. Things outside of that. Um, I'm curious if you feel [00:18:00] like that's true and what are maybe, uh, some of the areas, uh, that you think are under discussed?[00:18:06] Martin Casado: I mean, I actually think that we've taken our eye off the ball in a lot of like, just traditional, you know, software companies. Um, so like, I mean. You know, I think right now there's almost a barbell, like you're like the hot thing on X, you're deep tech.[00:18:21] swyx: Mm-hmm.[00:18:22] Martin Casado: Right. But I, you know, I feel like there's just kind of a long, you know, list of like good.[00:18:28] Good companies that will be around for a long time in very large markets. Say you're building a database, you know, say you're building, um, you know, kind of monitoring or logging or tooling or whatever. There's some good companies out there right now, but like, they have a really hard time getting, um, the attention of investors.[00:18:43] And it's almost become a meme, right? Which is like, if you're not basically growing from zero to a hundred in a year, you're not interesting, which is just, is the silliest thing to say. I mean, think of yourself as like an introvert person, like, like your personal money, right? Mm-hmm. So. Your personal money, will you put it in the stock market at 7% or you put it in this company growing five x in a very large [00:19:00] market?[00:19:00] Of course you can put it in the company five x. So it's just like we say these stupid things, like if you're not going from zero to a hundred, but like those, like who knows what the margins of those are mean. Clearly these are good investments. True for anybody, right? True. Like our LPs want whatever.[00:19:12] Three x net over, you know, the life cycle of a fund, right? So a, a company in a big market growing five X is a great investment. We'd, everybody would be happy with these returns, but we've got this kind of mania on these, these strong growths. And so I would say that that's probably the most underinvested sector.[00:19:28] Right now.[00:19:29] swyx: Boring software, boring enterprise software.[00:19:31] Martin Casado: Traditional. Really good company.[00:19:33] swyx: No, no AI here.[00:19:34] Martin Casado: No. Like boring. Well, well, the AI of course is pulling them into use cases. Yeah, but that's not what they're, they're not on the token path, right? Yeah. Let's just say that like they're software, but they're not on the token path.[00:19:41] Like these are like they're great investments from any definition except for like random VC on Twitter saying VC on x, saying like, it's not growing fast enough. What do you[00:19:52] Sarah Wang: think? Yeah, maybe I'll answer a slightly different. Question, but adjacent to what you asked, um, which is maybe an area that we're not, uh, investing [00:20:00] right now that I think is a question and we're spending a lot of time in regardless of whether we pull the trigger or not.[00:20:05] Um, and it would probably be on the hardware side, actually. Robotics, right? And the robotics side. Robotics. Right. Which is, it's, I don't wanna say that it's not getting funding ‘cause it's clearly, uh, it's, it's sort of non-consensus to almost not invest in robotics at this point. But, um, we spent a lot of time in that space and I think for us, we just haven't seen the chat GPT moment.[00:20:22] Happen on the hardware side. Um, and the funding going into it feels like it's already. Taking that for granted.[00:20:30] Martin Casado: Yeah. Yeah. But we also went through the drone, you know, um, there's a zip line right, right out there. What's that? Oh yeah, there's a zip line. Yeah. What the drone, what the av And like one of the takeaways is when it comes to hardware, um, most companies will end up verticalizing.[00:20:46] Like if you're. If you're investing in a robot company for an A for agriculture, you're investing in an ag company. ‘cause that's the competition and that's surprising. And that's supply chain. And if you're doing it for mining, that's mining. And so the ad team does a lot of that type of stuff ‘cause they actually set up to [00:21:00] diligence that type of work.[00:21:01] But for like horizontal technology investing, there's very little when it comes to robots just because it's so fit for, for purpose. And so we kinda like to look at software. Solutions or horizontal solutions like applied intuition. Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That's fair, you know, for robotics early on.[00:21:23] And so that sort of thing we're very, very interested. But the actual like robot interacting with the world is probably better for different team. Agree.[00:21:30] Alessio: Yeah, I'm curious who these teams are supposed to be that invest in them. I feel like everybody's like, yeah, robotics, it's important and like people should invest in it.[00:21:38] But then when you look at like the numbers, like the capital requirements early on versus like the moment of, okay, this is actually gonna work. Let's keep investing. That seems really hard to predict in a way that is not,[00:21:49] Martin Casado: I think co, CO two, kla, gc, I mean these are all invested in in Harvard companies. He just, you know, and [00:22:00] listen, I mean, it could work this time for sure.[00:22:01] Right? I mean if Elon's doing it, he's like, right. Just, just the fact that Elon's doing it means that there's gonna be a lot of capital and a lot of attempts for a long period of time. So that alone maybe suggests that we should just be investing in robotics just ‘cause you have this North star who's Elon with a humanoid and that's gonna like basically willing into being an industry.[00:22:17] Um, but we've just historically found like. We're a huge believer that this is gonna happen. We just don't feel like we're in a good position to diligence these things. ‘cause again, robotics companies tend to be vertical. You really have to understand the market they're being sold into. Like that's like that competitive equilibrium with a human being is what's important.[00:22:34] It's not like the core tech and like we're kind of more horizontal core tech type investors. And this is Sarah and I. Yeah, the ad team is different. They can actually do these types of things.[00:22:42] swyx: Uh, just to clarify, AD stands for[00:22:44] Martin Casado: American Dynamism.[00:22:45] swyx: Alright. Okay. Yeah, yeah, yeah. Uh, I actually, I do have a related question that, first of all, I wanna acknowledge also just on the, on the chip side.[00:22:51] Yeah. I, I recall a podcast that where you were on, i, I, I think it was the a CC podcast, uh, about two or three years ago where you, where you suddenly said [00:23:00] something, which really stuck in my head about how at some point, at some point kind of scale it makes sense to. Build a custom aic Yes. For per run.[00:23:07] Martin Casado: Yes.[00:23:07] It's crazy. Yeah.[00:23:09] swyx: We're here and I think you, you estimated 500 billion, uh, something.[00:23:12] Martin Casado: No, no, no. A billion, a billion dollar training run of $1 billion training run. It makes sense to actually do a custom meic if you can do it in time. The question now is timelines. Yeah, but not money because just, just, just rough math.[00:23:22] If it's a billion dollar training. Then the inference for that model has to be over a billion, otherwise it won't be solvent. So let's assume it's, if you could save 20%, which you could save much more than that with an ASIC 20%, that's $200 million. You can tape out a chip for $200 million. Right? So now you can literally like justify economically, not timeline wise.[00:23:41] That's a different issue. An ASIC per model, which[00:23:44] swyx: is because that, that's how much we leave on the table every single time. We, we, we do like generic Nvidia.[00:23:48] Martin Casado: Exactly. Exactly. No, it, it is actually much more than that. You could probably get, you know, a factor of two, which would be 500 million.[00:23:54] swyx: Typical MFU would be like 50.[00:23:55] Yeah, yeah. And that's good.[00:23:57] Martin Casado: Exactly. Yeah. Hundred[00:23:57] swyx: percent. Um, so, so, yeah, and I mean, and I [00:24:00] just wanna acknowledge like, here we are in, in, in 2025 and opening eyes confirming like Broadcom and all the other like custom silicon deals, which is incredible. I, I think that, uh, you know, speaking about ad there's, there's a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here.[00:24:17] Yeah. Uh, move TSMC here, if that's possible. Um, how much overlap is there from ad[00:24:23] Martin Casado: Yeah.[00:24:23] swyx: To, I guess, growth and, uh, investing in particularly like, you know, US AI companies that are strongly bounded by their compute.[00:24:32] Martin Casado: Yeah. Yeah. So I mean, I, I would view, I would view AD as more as a market segmentation than like a mission, right?[00:24:37] So the market segmentation is, it has kind of regulatory compliance issues or government, you know, sale or it deals with like hardware. I mean, they're just set up to, to, to, to, to. To diligence those types of companies. So it's a more of a market segmentation thing. I would say the entire firm. You know, which has been since it is been intercepted, you know, has geographical biases, right?[00:24:58] I mean, for the longest time we're like, you [00:25:00] know, bay Area is gonna be like, great, where the majority of the dollars go. Yeah. And, and listen, there, there's actually a lot of compounding effects for having a geographic bias. Right. You know, everybody's in the same place. You've got an ecosystem, you're there, you've got presence, you've got a network.[00:25:12] Um, and, uh, I mean, I would say the Bay area's very much back. You know, like I, I remember during pre COVID, like it was like almost Crypto had kind of. Pulled startups away. Miami from the Bay Area. Miami, yeah. Yeah. New York was, you know, because it's so close to finance, came up like Los Angeles had a moment ‘cause it was so close to consumer, but now it's kind of come back here.[00:25:29] And so I would say, you know, we tend to be very Bay area focused historically, even though of course we've asked all over the world. And then I would say like, if you take the ring out, you know, one more, it's gonna be the US of course, because we know it very well. And then one more is gonna be getting us and its allies and Yeah.[00:25:44] And it goes from there.[00:25:45] Sarah Wang: Yeah,[00:25:45] Martin Casado: sorry.[00:25:46] Sarah Wang: No, no. I agree. I think from a, but I think from the intern that that's sort of like where the companies are headquartered. Maybe your questions on supply chain and customer base. Uh, I, I would say our customers are, are, our companies are fairly international from that perspective.[00:25:59] Like they're selling [00:26:00] globally, right? They have global supply chains in some cases.[00:26:03] Martin Casado: I would say also the stickiness is very different.[00:26:05] Sarah Wang: Yeah.[00:26:05] Martin Casado: Historically between venture and growth, like there's so much company building in venture, so much so like hiring the next PM. Introducing the customer, like all of that stuff.[00:26:15] Like of course we're just gonna be stronger where we have our network and we've been doing business for 20 years. I've been in the Bay Area for 25 years, so clearly I'm just more effective here than I would be somewhere else. Um, where I think, I think for some of the later stage rounds, the companies don't need that much help.[00:26:30] They're already kind of pretty mature historically, so like they can kind of be everywhere. So there's kind of less of that stickiness. This is different in the AI time. I mean, Sarah is now the, uh, chief of staff of like half the AI companies in, uh, in the Bay Area right now. She's like, ops Ninja Biz, Devrel, BizOps.[00:26:48] swyx: Are, are you, are you finding much AI automation in your work? Like what, what is your stack.[00:26:53] Sarah Wang: Oh my, in my personal stack.[00:26:54] swyx: I mean, because like, uh, by the way, it's the, the, the reason for this is it is triggering, uh, yeah. We, like, I'm hiring [00:27:00] ops, ops people. Um, a lot of ponders I know are also hiring ops people and I'm just, you know, it's opportunity Since you're, you're also like basically helping out with ops with a lot of companies.[00:27:09] What are people doing these days? Because it's still very manual as far as I can tell.[00:27:13] Sarah Wang: Hmm. Yeah. I think the things that we help with are pretty network based, um, in that. It's sort of like, Hey, how do do I shortcut this process? Well, let's connect you to the right person. So there's not quite an AI workflow for that.[00:27:26] I will say as a growth investor, Claude Cowork is pretty interesting. Yeah. Like for the first time, you can actually get one shot data analysis. Right. Which, you know, if you're gonna do a customer database, analyze a cohort retention, right? That's just stuff that you had to do by hand before. And our team, the other, it was like midnight and the three of us were playing with Claude Cowork.[00:27:47] We gave it a raw file. Boom. Perfectly accurate. We checked the numbers. It was amazing. That was my like, aha moment. That sounds so boring. But you know, that's, that's the kind of thing that a growth investor is like, [00:28:00] you know, slaving away on late at night. Um, done in a few seconds.[00:28:03] swyx: Yeah. You gotta wonder what the whole, like, philanthropic labs, which is like their new sort of products studio.[00:28:10] Yeah. What would that be worth as an independent, uh, startup? You know, like a[00:28:14] Martin Casado: lot.[00:28:14] Sarah Wang: Yeah, true.[00:28:16] swyx: Yeah. You[00:28:16] Martin Casado: gotta hand it to them. They've been executing incredibly well.[00:28:19] swyx: Yeah. I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real. Um, pedal to the metal, whatever the, the, the phrase is, is when they start coming after consumer with, uh, against OpenAI and like that is like red alert at Open ai.[00:28:35] Oh, I[00:28:35] Martin Casado: think they've been pretty clear. They're enterprise focused.[00:28:37] swyx: They have been, but like they've been free. Here's[00:28:40] Martin Casado: care publicly,[00:28:40] swyx: it's enterprise focused. It's coding. Right. Yeah.[00:28:43] AI Labs vs Startups: Disruption, Undercutting & the Innovator's Dilemma[00:28:43] swyx: And then, and, but here's cloud, cloud, cowork, and, and here's like, well, we, uh, they, apparently they're running Instagram ads for Claudia.[00:28:50] I, on, you know, for, for people on, I get them all the time. Right. And so, like,[00:28:54] Martin Casado: uh,[00:28:54] swyx: it, it's kind of like this, the disruption thing of, uh, you know. Mo Open has been doing, [00:29:00] consumer been doing the, just pursuing general intelligence in every mo modality, and here's a topic that only focus on this thing, but now they're sort of undercutting and doing the whole innovator's dilemma thing on like everything else.[00:29:11] Martin Casado: It's very[00:29:11] swyx: interesting.[00:29:12] Martin Casado: Yeah, I mean there's, there's a very open que so for me there's like, do you know that meme where there's like the guy in the path and there's like a path this way? There's a path this way. Like one which way Western man. Yeah. Yeah.[00:29:23] Two Futures for AI: Infinite Market vs AGI Oligopoly[00:29:23] Martin Casado: And for me, like, like all the entire industry kind of like hinges on like two potential futures.[00:29:29] So in, in one potential future, um, the market is infinitely large. There's perverse economies of scale. ‘cause as soon as you put a model out there, like it kind of sublimates and all the other models catch up and like, it's just like software's being rewritten and fractured all over the place and there's tons of upside and it just grows.[00:29:48] And then there's another path which is like, well. Maybe these models actually generalize really well, and all you have to do is train them with three times more money. That's all you have to [00:30:00] do, and it'll just consume everything beyond it. And if that's the case, like you end up with basically an oligopoly for everything, like, you know mm-hmm.[00:30:06] Because they're perfectly general and like, so this would be like the, the a GI path would be like, these are perfectly general. They can do everything. And this one is like, this is actually normal software. The universe is complicated. You've got, and nobody knows the answer.[00:30:18] The Economics Reality Check: Gross Margins, Training Costs & Borrowing Against the Future[00:30:18] Martin Casado: My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they're making and how much they, they spent training the last model, they're gross margin positive.[00:30:30] You're like, oh, that's really working. But if you look at like. The current training that they're doing for the next model, their gross margin negative. So part of me thinks that a lot of ‘em are kind of borrowing against the future and that's gonna have to slow down. It's gonna catch up to them at some point in time, but we don't really know.[00:30:47] Sarah Wang: Yeah.[00:30:47] Martin Casado: Does that make sense? Like, I mean, it could be, it could be the case that the only reason this is working is ‘cause they can raise that next round and they can train that next model. ‘cause these models have such a short. Life. And so at some point in time, like, you know, they won't be able to [00:31:00] raise that next round for the next model and then things will kind of converge and fragment again.[00:31:03] But right now it's not.[00:31:04] Sarah Wang: Totally. I think the other, by the way, just, um, a meta point. I think the other lesson from the last three years is, and we talk about this all the time ‘cause we're on this. Twitter X bubble. Um, cool. But, you know, if you go back to, let's say March, 2024, that period, it felt like a, I think an open source model with an, like a, you know, benchmark leading capability was sort of launching on a daily basis at that point.[00:31:27] And, um, and so that, you know, that's one period. Suddenly it's sort of like open source takes over the world. There's gonna be a plethora. It's not an oligopoly, you know, if you fast, you know, if you, if you rewind time even before that GPT-4 was number one for. Nine months, 10 months. It's a long time. Right.[00:31:44] Um, and of course now we're in this era where it feels like an oligopoly, um, maybe some very steady state shifts and, and you know, it could look like this in the future too, but it just, it's so hard to call. And I think the thing that keeps, you know, us up at [00:32:00] night in, in a good way and bad way, is that the capability progress is actually not slowing down.[00:32:06] And so until that happens, right, like you don't know what's gonna look like.[00:32:09] Martin Casado: But I, I would, I would say for sure it's not converged, like for sure, like the systemic capital flows have not converged, meaning right now it's still borrowing against the future to subsidize growth currently, which you can do that for a period of time.[00:32:23] But, but you know, at the end, at some point the market will rationalize that and just nobody knows what that will look like.[00:32:29] Alessio: Yeah.[00:32:29] Martin Casado: Or, or like the drop in price of compute will, will, will save them. Who knows?[00:32:34] Alessio: Yeah. Yeah. I think the models need to ask them to, to specific tasks. You know? It's like, okay, now Opus 4.5 might be a GI at some specific task, and now you can like depreciate the model over a longer time.[00:32:45] I think now, now, right now there's like no old model.[00:32:47] Martin Casado: No, but let, but lemme just change that mental, that's, that used to be my mental model. Lemme just change it a little bit.[00:32:53] Capital as a Weapon vs Task Saturation: Where Real Enterprise Value Gets Built[00:32:53] Martin Casado: If you can raise three times, if you can raise more than the aggregate of anybody that uses your models, that doesn't even matter.[00:32:59] It doesn't [00:33:00] even matter. See what I'm saying? Like, yeah. Yeah. So, so I have an API Business. My API business is 60% margin, or 70% margin, or 80% margin is a high margin business. So I know what everybody is using. If I can raise more money than the aggregate of everybody that's using it, I will consume them whether I'm a GI or not.[00:33:14] And I will know if they're using it ‘cause they're using it. And like, unlike in the past where engineering stops me from doing that.[00:33:21] Alessio: Mm-hmm.[00:33:21] Martin Casado: It is very straightforward. You just train. So I also thought it was kind of like, you must ask the code a GI, general, general, general. But I think there's also just a possibility that the, that the capital markets will just give them the, the, the ammunition to just go after everybody on top of ‘em.[00:33:36] Sarah Wang: I, I do wonder though, to your point, um, if there's a certain task that. Getting marginally better isn't actually that much better. Like we've asked them to it, to, you know, we can call it a GI or whatever, you know, actually, Ali Goi talks about this, like we're already at a GI for a lot of functions in the enterprise.[00:33:50] Um. That's probably those for those tasks, you probably could build very specific companies that focus on just getting as much value out of that task that isn't [00:34:00] coming from the model itself. There's probably a rich enterprise business to be built there. I mean, could be wrong on that, but there's a lot of interesting examples.[00:34:08] So, right, if you're looking the legal profession or, or whatnot, and maybe that's not a great one ‘cause the models are getting better on that front too, but just something where it's a bit saturated, then the value comes from. Services. It comes from implementation, right? It comes from all these things that actually make it useful to the end customer.[00:34:24] Martin Casado: Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.[00:34:31] Sarah Wang: Mm-hmm.[00:34:32] Martin Casado: Yeah. I code every day. It's so fun.[00:34:35] Sarah Wang: That's a core question. Yeah.[00:34:36] Martin Casado: And like. When I'm talking to these models, it's not just code. I mean, it's everything, right? Like I, you know, like it's,[00:34:43] swyx: it's healthcare.[00:34:44] It's,[00:34:44] Martin Casado: I mean, it's[00:34:44] swyx: Mele,[00:34:45] Martin Casado: but it's every, it is exactly that. Like, yeah, that's[00:34:47] Sarah Wang: great support. Yeah.[00:34:48] Martin Casado: It's everything. Like I'm asking these models to, yeah, to understand compliance. I'm asking these models to go search the web. I'm asking these models to talk about things I know in the history, like it's having a full conversation with me while I, I engineer, and so it could be [00:35:00] the case that like, mm-hmm.[00:35:01] The most a, you know, a GI complete, like I'm not an a GI guy. Like I think that's, you know, but like the most a GI complete model will is win independent of the task. And we don't know the answer to that one either.[00:35:11] swyx: Yeah.[00:35:12] Martin Casado: But it seems to me that like, listen, codex in my experience is for sure better than Opus 4.5 for coding.[00:35:18] Like it finds the hardest bugs that I work in with. Like, it is, you know. The smartest developers. I don't work on it. It's great. Um, but I think Opus 4.5 is actually very, it's got a great bedside manner and it really, and it, it really matters if you're building something very complex because like, it really, you know, like you're, you're, you're a partner and a brainstorming partner for somebody.[00:35:38] And I think we don't discuss enough how every task kind of has that quality.[00:35:42] swyx: Mm-hmm.[00:35:43] Martin Casado: And what does that mean to like capital investment and like frontier models and Submodels? Yeah.[00:35:47] Why “Coding Models” Keep Collapsing into Generalists (Reasoning vs Taste)[00:35:47] Martin Casado: Like what happened to all the special coding models? Like, none of ‘em worked right. So[00:35:51] Alessio: some of them, they didn't even get released.[00:35:53] Magical[00:35:54] Martin Casado: Devrel. There's a whole, there's a whole host. We saw a bunch of them and like there's this whole theory that like, there could be, and [00:36:00] I think one of the conclusions is, is like there's no such thing as a coding model,[00:36:04] Alessio: you know?[00:36:04] Martin Casado: Like, that's not a thing. Like you're talking to another human being and it's, it's good at coding, but like it's gotta be good at everything.[00:36:10] swyx: Uh, minor disagree only because I, I'm pretty like, have pretty high confidence that basically open eye will always release a GPT five and a GT five codex. Like that's the code's. Yeah. The way I call it is one for raisin, one for Tiz. Um, and, and then like someone internal open, it was like, yeah, that's a good way to frame it.[00:36:32] Martin Casado: That's so funny.[00:36:33] swyx: Uh, but maybe it, maybe it collapses down to reason and that's it. It's not like a hundred dimensions doesn't life. Yeah. It's two dimensions. Yeah, yeah, yeah, yeah. Like and exactly. Beside manner versus coding. Yeah.[00:36:43] Martin Casado: Yeah.[00:36:44] swyx: It's, yeah.[00:36:46] Martin Casado: I, I think for, for any, it's hilarious. For any, for anybody listening to this for, for, for, I mean, for you, like when, when you're like coding or using these models for something like that.[00:36:52] Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you're, I [00:37:00] think like, like the best Soto ish model. You know, it is going to remain very important no matter what the task is.[00:37:06] swyx: Yeah.[00:37:07] What He's Actually Coding: Gaussian Splats, Spark.js & 3D Scene Rendering Demos[00:37:07] swyx: Uh, speaking of coding, uh, I, I'm gonna be cheeky and ask like, what actually are you coding?[00:37:11] Because obviously you, you could code anything and you are obviously a busy investor and a manager of the good. Giant team. Um, what are you calling?[00:37:18] Martin Casado: I help, um, uh, FEFA at World Labs. Uh, it's one of the investments and um, and they're building a foundation model that creates 3D scenes.[00:37:27] swyx: Yeah, we had it on the pod.[00:37:28] Yeah. Yeah,[00:37:28] Martin Casado: yeah. And so these 3D scenes are Gaussian splats, just by the way that kind of AI works. And so like, you can reconstruct a scene better with, with, with radiance feels than with meshes. ‘cause like they don't really have topology. So, so they, they, they produce each. Beautiful, you know, 3D rendered scenes that are Gaussian splats, but the actual industry support for Gaussian splats isn't great.[00:37:50] It's just never, you know, it's always been meshes and like, things like unreal use meshes. And so I work on a open source library called Spark js, which is a. Uh, [00:38:00] a JavaScript rendering layer ready for Gaussian splats. And it's just because, you know, um, you, you, you need that support and, and right now there's kind of a three js moment that's all meshes and so like, it's become kind of the default in three Js ecosystem.[00:38:13] As part of that to kind of exercise the library, I just build a whole bunch of cool demos. So if you see me on X, you see like all my demos and all the world building, but all of that is just to exercise this, this library that I work on. ‘cause it's actually a very tough algorithmics problem to actually scale a library that much.[00:38:29] And just so you know, this is ancient history now, but 30 years ago I paid for undergrad, you know, working on game engines in college in the late nineties. So I've got actually a back and it's very old background, but I actually have a background in this and so a lot of it's fun. You know, but, but the, the, the, the whole goal is just for this rendering library to, to,[00:38:47] Sarah Wang: are you one of the most active contributors?[00:38:49] The, their GitHub[00:38:50] Martin Casado: spark? Yes.[00:38:51] Sarah Wang: Yeah, yeah.[00:38:51] Martin Casado: There's only two of us there, so, yes. No, so by the way, so the, the pri The pri, yeah. Yeah. So the primary developer is a [00:39:00] guy named Andres Quist, who's an absolute genius. He and I did our, our PhDs together. And so like, um, we studied for constant Quas together. It was almost like hanging out with an old friend, you know?[00:39:09] And so like. So he, he's the core, core guy. I did mostly kind of, you know, the side I run venture fund.[00:39:14] swyx: It's amazing. Like five years ago you would not have done any of this. And it brought you back[00:39:19] Martin Casado: the act, the Activ energy, you're still back. Energy was so high because you had to learn all the framework b******t.[00:39:23] Man, I f*****g used to hate that. And so like, now I don't have to deal with that. I can like focus on the algorithmics so I can focus on the scaling and I,[00:39:29] swyx: yeah. Yeah.[00:39:29] LLMs vs Spatial Intelligence + How to Value World Labs' 3D Foundation Model[00:39:29] swyx: And then, uh, I'll observe one irony and then I'll ask a serious investor question, uh, which is like, the irony is FFE actually doesn't believe that LMS can lead us to spatial intelligence.[00:39:37] And here you are using LMS to like help like achieve spatial intelligence. I just see, I see some like disconnect in there.[00:39:45] Martin Casado: Yeah. Yeah. So I think, I think, you know, I think, I think what she would say is LLMs are great to help with coding.[00:39:51] swyx: Yes.[00:39:51] Martin Casado: But like, that's very different than a model that actually like provides, they, they'll never have the[00:39:56] swyx: spatial inte[00:39:56] Martin Casado: issues.[00:39:56] And listen, our brains clearly listen, our brains, brains clearly have [00:40:00] both our, our brains clearly have a language reasoning section and they clearly have a spatial reasoning section. I mean, it's just, you know, these are two pretty independent problems.[00:40:07] swyx: Okay. And you, you, like, I, I would say that the, the one data point I recently had, uh, against it is the DeepMind, uh, IMO Gold, where, so, uh, typically the, the typical answer is that this is where you start going down the neuros symbolic path, right?[00:40:21] Like one, uh, sort of very sort of abstract reasoning thing and one form, formal thing. Um, and that's what. DeepMind had in 2024 with alpha proof, alpha geometry, and now they just use deep think and just extended thinking tokens. And it's one model and it's, and it's in LM.[00:40:36] Martin Casado: Yeah, yeah, yeah, yeah, yeah.[00:40:37] swyx: And so that, that was my indication of like, maybe you don't need a separate system.[00:40:42] Martin Casado: Yeah. So, so let me step back. I mean, at the end of the day, at the end of the day, these things are like nodes in a graph with weights on them. Right. You know, like it can be modeled like if you, if you distill it down. But let me just talk about the two different substrates. Let's, let me put you in a dark room.[00:40:56] Like totally black room. And then let me just [00:41:00] describe how you exit it. Like to your left, there's a table like duck below this thing, right? I mean like the chances that you're gonna like not run into something are very low. Now let me like turn on the light and you actually see, and you can do distance and you know how far something away is and like where it is or whatever.[00:41:17] Then you can do it, right? Like language is not the right primitives to describe. The universe because it's not exact enough. So that's all Faye, Faye is talking about. When it comes to like spatial reasoning, it's like you actually have to know that this is three feet far, like that far away. It is curved.[00:41:37] You have to understand, you know, the, like the actual movement through space.[00:41:40] swyx: Yeah.[00:41:40] Martin Casado: So I do, I listen, I do think at the end of these models are definitely converging as far as models, but there's, there's, there's different representations of problems you're solving. One is language. Which, you know, that would be like describing to somebody like what to do.[00:41:51] And the other one is actually just showing them and the space reasoning is just showing them.[00:41:55] swyx: Yeah, yeah, yeah. Right. Got it, got it. Uh, the, in the investor question was on, on, well labs [00:42:00] is, well, like, how do I value something like this? What, what, what work does the, do you do? I'm just like, Fefe is awesome.[00:42:07] Justin's awesome. And you know, the other two co-founder, co-founders, but like the, the, the tech, everyone's building cool tech. But like, what's the value of the tech? And this is the fundamental question[00:42:16] Martin Casado: of, well, let, let, just like these, let me just maybe give you a rough sketch on the diffusion models. I actually love to hear Sarah because I'm a venture for, you know, so like, ventures always, always like kind of wild west type[00:42:24] swyx: stuff.[00:42:24] You, you, you, you paid a dream and she has to like, actually[00:42:28] Martin Casado: I'm gonna say I'm gonna mar to reality, so I'm gonna say the venture for you. And she can be like, okay, you a little kid. Yeah. So like, so, so these diffusion models literally. Create something for, for almost nothing. And something that the, the world has found to be very valuable in the past, in our real markets, right?[00:42:45] Like, like a 2D image. I mean, that's been an entire market. People value them. It takes a human being a long time to create it, right? I mean, to create a, you know, a, to turn me into a whatever, like an image would cost a hundred bucks in an hour. The inference cost [00:43:00] us a hundredth of a penny, right? So we've seen this with speech in very successful companies.[00:43:03] We've seen this with 2D image. We've seen this with movies. Right? Now, think about 3D scene. I mean, I mean, when's Grand Theft Auto coming out? It's been six, what? It's been 10 years. I mean, how, how like, but hasn't been 10 years.[00:43:14] Alessio: Yeah.[00:43:15] Martin Casado: How much would it cost to like, to reproduce this room in 3D? Right. If you, if you, if you hired somebody on fiber, like in, in any sort of quality, probably 4,000 to $10,000.[00:43:24] And then if you had a professional, probably $30,000. So if you could generate the exact same thing from a 2D image, and we know that these are used and they're using Unreal and they're using Blend, or they're using movies and they're using video games and they're using all. So if you could do that for.[00:43:36] You know, less than a dollar, that's four or five orders of magnitude cheaper. So you're bringing the marginal cost of something that's useful down by three orders of magnitude, which historically have created very large companies. So that would be like the venture kind of strategic dreaming map.[00:43:49] swyx: Yeah.[00:43:50] And, and for listeners, uh, you can do this yourself on your, on your own phone with like. Uh, the marble.[00:43:55] Martin Casado: Yeah. Marble.[00:43:55] swyx: Uh, or but also there's many Nerf apps where you just go on your iPhone and, and do this.[00:43:59] Martin Casado: Yeah. Yeah. [00:44:00] Yeah. And, and in the case of marble though, it would, what you do is you literally give it in.[00:44:03] So most Nerf apps you like kind of run around and take a whole bunch of pictures and then you kind of reconstruct it.[00:44:08] swyx: Yeah.[00:44:08] Martin Casado: Um, things like marble, just that the whole generative 3D space will just take a 2D image and it'll reconstruct all the like, like[00:44:16] swyx: meaning it has to fill in. Uh,[00:44:18] Martin Casado: stuff at the back of the table, under the table, the back, like, like the images, it doesn't see.[00:44:22] So the generator stuff is very different than reconstruction that it fills in the things that you can't see.[00:44:26] swyx: Yeah. Okay.[00:44:26] Sarah Wang: So,[00:44:27] Martin Casado: all right. So now the,[00:44:28] Sarah Wang: no, no. I mean I love that[00:44:29] Martin Casado: the adult[00:44:29] Sarah Wang: perspective. Um, well, no, I was gonna say these are very much a tag team. So we, we started this pod with that, um, premise. And I think this is a perfect question to even build on that further.[00:44:36] ‘cause it truly is, I mean, we're tag teaming all of these together.[00:44:39] Investing in Model Labs, Media Rumors, and the Cursor Playbook (Margins & Going Down-Stack)[00:44:39] Sarah Wang: Um, but I think every investment fundamentally starts with the same. Maybe the same two premises. One is, at this point in time, we actually believe that there are. And of one founders for their particular craft, and they have to be demonstrated in their prior careers, right?[00:44:56] So, uh, we're not investing in every, you know, now the term is NEO [00:45:00] lab, but every foundation model, uh, any, any company, any founder trying to build a foundation model, we're not, um, contrary to popular opinion, we're
Conduce prototipos de GT e hipercoches hasta camiones, enfréntate a tus rivales, supera tus mejores tiempos, asciende en la clasificación y alcanza la gloria en un viaje único por los entresijos de la GRID World Series. Copia cedida por Feral Interactive Visita nuestra TIENDA ONLINE en cafeconnintendo.redbubble.com APÓYANOS por lo que cuesta un café en https://uncafeconnintendo.wordpress.com/ Para estar informado del programa síguenos en nuestra cuenta de X (@cafeconnintendo) o Bluesky (uncafeconnintendo.bsky.social) Únete también a nuestra comunidad de Telegram solicitando un enlace de invitación en los comentarios del programa
The Blueprint: Dr. Cray Noah, MD Returns- 2.0 (UCLA/Harvard/Georgia Tech)---Innovation isn't accidental; it's designed. Welcome to The Blueprint, a show committed to inventing the future and closing the gap between aspiration and achievement. We deconstruct the mechanics of success in modern science to provide access to the insights that matter most.On this episode with Dr. Cray and Chadwin Hanna (MD-PhD Student at University of Florida), we sit down again in December 2025, five years after his initial guest appearance with Dr. Cray Noah, a General Surgery Resident at UCLA and an emerging leader at the intersection of engineering and medicine. A graduate of Harvard Medical School and a summa cum laude Biomedical Engineer from Georgia Tech, Cray has a track record of moving technical ideas from concept to clinical practice.We dive deep into his journey, and have real conversations on wellness, success and the journey of being a surgery resident.Also, this conversation includes:The Future of Transplants: His current feasibility study using hematopoietic stem cells to eliminate long-term immunosuppression in liver transplant recipients.From the GT environment to the operating room, this is a masterclass in navigating—and leading—the next era of discovery.Definitely an episode worth listening to. Please note: The views of this podcast represent those of my guest and I, and do not constitute medical advice, suggestions, or opinions. We disclaim any loss in any way.Music is open source.
L'Automobile Club de l'Ouest a dévoilé ce jeudi 19 février la première liste, provisoire, des engagés pour les 24 Heures du Mans 2026, qui se disputeront les 13 et 14 juin prochains dans la Sarthe pour le sommet de la saison du Championnat du Monde d'Endurance.Endurance-Info débriefe les principaux enseignements de cette liste dans le nouveau numéro de son podcast Track Limit.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Special Counsel Amelia McKellar joins us to explore merger control and microchips, industry policy and involution in the world's second-largest economy. Plus, all the news on the new and now mandatory Australian merger framework, G+T's new tool to navigate all those thresholds and forms, the proposed prohibition on unfair trading practices planned for 2027, and a whistleblower bounty in the US … All this and the accidental sad horse with co-hosts Moya Dodd and Matt Rubinstein. Links: ABC on Australia's Central Western Standard Time Zone (UTC+08:45) The Criterion Collection on the Once Upon a Time in China series The consolidated Notifications Determination and the Forms Determination G+T on the merger changes that came into effect in January 2026 Our new merger assessment obligation tool: MerTL Possibly the best book written on the subject of turtle stacking US Antitrust Division and US Postal Service pay $1m whistleblower bounty Check out our episode on whistleblowers with Kieran Pender from last September No-one's far from anyone anymore with the OTC in 1990 The Guardian on the accidental sad/crying horse Meet the Gilbert + Tobin Competition, Consumer + Market Regulation team Email us at edge@gtlaw.com.au Support the show: https://www.gtlaw.com.au/See omnystudio.com/listener for privacy information.
We dive deep into the Meta Quest v85 update, the removal of the Horizon Feed, and how the new Navigator UI is changing the user experience. We also tackle the "elephant in the room": Valve's Steam Frame delay. With component prices skyrocketing, can Valve still deliver the "Steam Deck of VR"? This conversation delves into the evolving landscape of virtual reality, focusing on recent updates in hardware, Meta's Horizon platform, and the implications of AI in social media and smart glasses. The speakers discuss the challenges of rising PC hardware prices, the user experience in social VR, and the ethical considerations surrounding AI features. They also explore the future of XR technology and Meta's strategic direction, emphasizing the importance of user feedback and engagement in product development. In this conversation, Bradley Lynch and GT discuss the evolving landscape of VR gaming, focusing on the challenges and opportunities presented by new hardware and software developments. They explore the implications of Steam's gaming ecosystem, the potential of eye tracking technology, and the future of social gaming experiences in VR. The discussion also touches on Apple's recent acquisition related to XR technology and the innovative features of new gaming applications like Retrocade
2月17日〜18日の予定で、静岡県の富士スピードウェイでスーパーGT GT300クラスに参戦する21台が参加してGTエントラント協会主催のテストが行われる予定となっていたが、この日の富士スピードウェイは朝から降雪があり […]
Relebogile Mabotja speaks to Damian Hammond a South African endurance racing driver and one of the country’s premier multi-class circuit racing championships about the 4 Hours at Zwartkops the Southern African Endurance Series (SAES) with prototype racing ( GT vs Prototype vs Superbike ). 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.
Sintonía: "Do Your Thing" - Floyd James & The GT´s 1.- "You Gotta Set Me Free" - Raye Cole 2.- "Time Fly With You" - Rachel Maxann 3.- "Bang The Bongo" - Nestor Álvarez 4.- "Suzy Dee" - Curtis Baker & The Bravehearts 5.- "Second Shot" - Junior Dell & The D-Lites 6.- "Muhammad Ali" - Woodfield 7.- "Hey! Guajira Baby" - Luchito Rodríguez 8.- "Vacilón" - Luchito Rodríguez 9.- "Johnny Blues" - Floyd James & The GT´s 10.- "Why Can´t You Miss Me Too?" - Rachel Maxann 11.- "Una cosa nueva" - Abramo & Nestor 12.- "El relojero" - Nestor Alvarez 13.- "Reggae Dynamite" - Max Iss & The Minions 14.- "Ain´t Nothing But A Groovy Party Baby!" - The Original Gravity AllstarsTodas las músicas extraídas de la compilación (1xLP + CD de regalo) "Neil Anderson A-Go-Go" (Jukebox Factory Music/Platinum, 2025), dedicada al fundador del sello Original Gravity (UK, 2017)Escuchar audio
Braves pitching woes grow, MLB drops TV strike zone, Duvall dies at 95, GT opener moved, Edwards wins ASG MVP, PenisGate, Reddick takes Daytona 500, plus NFL and Olympic drama.
Les 12 Heures de Bathurst ont ouvert le week-end dernier la saison 2026 de l'Intercontinental GT Challenge, et ont vu Mercedes-AMG et GruppeM Racing s'imposer avec Maro Engel, Maxime Martin et Mikaël Grenier.Une épreuve marquée par les deux sérieux accidents de Christopher Mies (Ford Mustang GT3 - HRT) avec un kangourou et de Ralf Aron (Mercedes-AMG GT3 EVO - Craft-Bamboo Racing), venu percuter la Porsche 911 GT3 R - Tsunami RT immobilisée en piste au début de la descente après Skyline.Sans oublier le final marqué par le contact entre Jules Gounon (Mercedes - 75 Express) et Kelvin van der Linde (BMW M4 GT3 EVO - Team WRT), qui a ouvert la porte au succès de GruppeM Racing.Autant de sujets sur lesquels nous revenons dans le nouveau numéro de notre podcast Track Limit.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Thank you for joining us!#GladTidings #WelcomeToTheFamily #WeAreGTJoin us for service in person or online every Wednesday at 7pm (EST) and Sundays at 9am & 11am(EST)2009 Fullers Cross Rd. Ocoee, Fl 34761If you would like to get connected to what God is doing at Glad Tidings Church, text GUEST to 407-993-2496 If you would like to support GT financially you can give through the OcoeeGT app, or online through our website by clicking here http://www.ocoeegt.com/giving. Text ‘WEAREGT' to 73256 to give using your mobile device.For more information about Glad Tidings Church, visit ocoeegt.com face or follow us on our social media platforms below.Instagram- https://www.instagram.com/wearegt.church/Facebook- https://www.facebook.com/GladTidingsChurchOcoee
This week on Metal Geeks, we kick things off with some heavy headlines—paying tribute to Catherine O'Hara and James Van Der Beek, talking a quick plunge into the madness of 70,000 Tons of Metal, reacting to Josh D'Amaro stepping in as Disney's new CEO, and pouring one out for the last Houston-area Alamo Drafthouse closures. From there, we dive into what we've been watching—from Roofman and Caught Stealing to The Muppet Show and The 'Burbs. George loads up GT with The Rip, Fackham Hall, Knight of the Seven Kingdoms, and The Pitt, while we break down the Mandalorian and Grogu “Superb Owl” spot, Marvel's Wonder Man, and the game Romeo Is A Dead Man. And of course, George Hates Metal returns with Marianas Rest's Burden bringing the emotional devastation. Heavy riffs, geek debates, and absolute chaos—just the way we like it.
スーパーGTの2026年開幕に向け、各チームから体制が発表されているほか、スポーティングレギュレーションもチーム、メディア向けに公開され、少しずつ動きはじめている。2月13日に開幕した大阪オートメッセの会場でもGTアソ […]
En confirmant ce qu'Endurance-Info évoquait il y a quelques jours, Renault a annoncé la fin du programme Hypercar en WEC de la marque Alpine au terme de la saison 2026. Une annonce surprise après une campagne 2025 qui avait vu l'A424 LMDh décrocher son premier succès à Fuji au Japon, et alors qu'un recrutement ambitieux avait été réalisé en amont de la saison 2026. Pourquoi cette annonce ? Quelles sont les répercussions à venir ? Autant de sujets abordés dans le nouveau numéro de notre podcast Track Limit.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Nach ca. 2,5 Jahren kommt der mittlerweile schon sechste Teil der Ride Serie zu uns. Diesmal spielt sich alles im Rahmen des Ride Fests ab. Wobei ich bei Fest an Forza Horizon oder Crew Motorfest denke. Leider ist der Name Fest hier nicht wirklich Programm, denn festliche Stimmung gibt es so gut wie nicht. Die Karriere ist nur ein Sammelsurium aus unterschiedlichen themenbezogenen Events. Die Rennen an sich machen schon Spaß. Ob Enduro oder Superbike, hier ist für Abwechslung gesorgt. Schade, dass man bei Rennen auf höchstens 11 andere Rider trifft. Auch, dass die Strecken alles nur Rundkurse sind, wo es doch früher schon einmal coole Punkt A zu Punkt B Rennen gab, ist ein wenig traurig. Wenigstens gibt es bei vielen Rundkursen auch die unterschiedlichen Versionen. Der Splitscreen ist noch nicht vorhanden, soll aber nachgeliefert werden. Ebenso wie der Race Creator. Die Onlinerennen funktionieren sehr gut, und es gab bei mir keine Lags oder Verbindungsabbrüche. Insgesamt wird ein gutes Spiel geliefert, welches eine Mischung aus GT und Forze sein will, es aber nicht ganz schafft. Wer bisher mit Ride Spaß hatte wird es auch diesmal haben, und Neueinsteiger werden auf Grund der vielen Möglichkeiten auch auf ihre Kosten kommen.
Kingspan has announced the opening of applications for the 2026 Kingspan Kickstart Sports Fund (Kickstart), inviting athletes and sports organisations across Ireland to apply for financial support to help them progress in their sporting journeys. Now entering its fourth year, Kickstart is open to individuals and organisations across both Northern Ireland and the Republic of Ireland. The fund is designed to assist in removing financial barriers at the grassroots level, supporting aspiring athletes and sports organisations nationwide. Providing targeted funding from €1,000 per athlete and €2,500 per organisation, the fund supports essential costs such as equipment, training, travel, and other critical resources. Applications are welcomed from all communities and across all sporting disciplines. The Kingspan Kickstart committee assesses applications across two intake rounds between January and June 2026, with the first deadline approaching at the end of March. Kickstart uses a thoughtful selection process that considers not only sporting results but also values, growth potential, and character. This approach enables the fund to back a wide and inclusive range of athletes and organisations, from local GAA clubs to para-athletes and endurance competitors. "The biggest barrier to sporting success often isn't a lack of talent, it's a lack of opportunity. The Kingspan Kickstart Sports Fund exists to bridge that gap. We are incredibly proud to continue our support of grassroots sport across Ireland, backing athletes and organisations who possess the grit and determination to succeed, regardless of their discipline or background," said Richard Beswick, Global Partnerships and Sports Sponsorships Manager at Kingspan. Beyond helping to cover practical costs, Kickstart offers recognition and encouragement at critical moments in an athlete's development. Since its launch, Kingspan's Kickstart fund has awarded over €300,000 to successful candidates across Ireland. Recipients include Sligo surfer Gearóid McDaid, who won gold for Ireland at the European Surfing Championships in Santa Cruz, Portugal, last summer, and Megan Armitage, who represented Ireland in cycling at the Paris 2024 Olympic Games before turning her focus to triathlon. Kingspan plans to continue supporting both athletes as they progress in their sporting careers. Other Kickstart-funded athletes include legendary handballer Paul Brady and rising GT racing driver Alex Denning, as well as teams including the all-women TC Racing Junior Ladies Cycling Team, supporting their participation in competitions both at home and abroad. With a proud history of fostering sports development through partnerships such as RC Toulon, Uruguay Rugby, and Cavan GAA, Kingspan is committed to providing a platform for grassroots athletes, local sports clubs, and community facilities. Through Kickstart, Kingspan continues its support of grassroots sport, emerging talent, and impactful sporting initiatives that align with its values across Ireland. Applications for the 2026 Kingspan Kickstart Sports Fund are now open. Full eligibility criteria and application details are available via the entry portal. See more 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 have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
In this exclusive Race Industry Week interview, Michael Printup, Chief Operating Officer of Parella Motorsports Holdings (PMH), reveals the strategic vision shaping the future of SpeedTour and the Sportscar Vintage Racing Association (SVRA) — from schedule refinement and competitor-focused planning to the evolution of what “vintage racing” means in a modern motorsport landscape.Under the SpeedTour banner, SVRA now shares the paddock with Trans Am, Formula Regional Americas, Formula 4, and GT racing, creating one of the most diverse motorsport environments in North America — a true “moving museum” with a professional racing event feel.For 2026, PMH has refined its national calendar to focus on quality over quantity, cutting SpeedTour events from 24 to 17 while delivering more meaningful track time, clearer planning tools, and fully published minute-by-minute schedules for every race weekend.
Race Industry Week Day One closed with a powerhouse guest: Danny Sullivan — 1985 Indianapolis 500 winner, 1988 CART Champion, former Formula 1 driver steward, broadcaster, and one of motorsport's greatest storytellers.In this candid, wide-ranging conversation hosted by Brad Gillie, Sullivan shares a lifetime of experience from behind the wheel, inside F1 race control, across IndyCar and CART legends, and through decades of mentoring young talent.
During Race Industry Week, IMSA President John Doonan delivers a powerful, in-depth breakdown of why the International Motor Sports Association is entering “another golden era” as the countdown begins toward the 2026 season and the Rolex 24 At Daytona.Fresh off an electrifying 2025, Doonan explains how IMSA's unprecedented momentum across manufacturers, teams, fans, and partners is reshaping the global sports car racing landscape—from the explosive growth of the GTP prototype class to record OEM engagement across all categories.
Treat yourself to the grace of rebalancing light offered by the Great Spirit of Antibiotics channeled in this episode of GT. Want access to the transcript and show notes for future episodes? Visit our website at www.gaiatranslate.com Please rate, review and share the Gaia Translate podcast with your friends and colleagues so that more of us are able to receive this timely communication from the greater family of life we are all a part of.
Round-up of the opening stages of the Volta Comunitat Valenciana · Biniam Girmay strikes first in Spain Dream win for NSN, went to the front 250m out having followed on the wheel of Ben Turner (Ineos)and managed to hold off Arne Marit from Red Bull Bora Hansgrohe · Misery for Mads Pederson…in Spain Lidl-Trek rider crashed on Stage 1, taken to hospital, Fractured left wrist and right collar bone he was due to undertake several classics including E3 Saxo and Milan San Remo which are now in doubt. · Remco wins a TT again. Though it was very windy, the organisers decided to neutralise the GC standings which meant the time wouldn't count to the overall…this meant some riders decided to use it as a recovery day….Remco didn't and powered home in a time of 20:12 sec, 8 seconds ahead of teammate alexander Vlasov with Mathias Vacek (Lidl Trek) in 3rd INEOS ditch the off-white shorts….for nowTrek are the latest company to report losses and are considering lay offs Recent reports indicate that major bike brands experiencing losses, insolvency, or financial stress include: Endura, GT, Brompton, Deviate Cycles, Kona Bikes, Trek, Cannondale, Rapha, Stages Cycling, Giant, and ENVEIf you have just started your cycling journey, you can get your Beginner Cyclist Toolkit Here.It's packed full of information and advice to get you started safely on your journey.
All things competitive in the world of Warhammer 40,000. This week, Robert & Eric review the results of Captain Con & I swear there was an LVO here GT.
Has your relationship with God ever felt confusing, isolating or distant? How do you think it would change if you actually believed that the God who created the universe is chasing after you...and will never ever stop? Join us and our returning GT guest and friend, Whitney Lowe as we discuss her new book. Leave encouraged, uplifted and called into the purpose of who God made you to be. Craving more from Going There the Podcast? Come be our friend! Make sure you're following along on Instagram @goingtherethepodcast and subscribe to our podcast so that you never miss a new episode! If you love what you heard, we'd be so happy if you left us a rating and review on your podcast app. This way, more people can find us and join our fun convo!
North Carolina only played one game this past week, easily dispelling any chances of a trap game in Atlanta. The Tar Heels have won three straight, and return home for Syracuse and rival Duke. Sean Moran and Sherrell McMillan join Joey Powell to discuss the implications of GT and the two impending contests for UNC's postseason trajectory. The Coast to Coast is delivered by Salvio's Pizzeria in Cary. The Caleb Wilson Segment is presented by Alex Swire-Clark. This show is brought to you by Inside Carolina, the No. 1 site for UNC sports coverage and community. Visit http://www.InsideCarolina.com Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Thank you for joining us!#GladTidings #WelcomeToTheFamily #WeAreGTJoin us for service in person or online every Wednesday at 7pm (EST) and Sundays at 9am & 11am(EST)2009 Fullers Cross Rd. Ocoee, Fl 34761If you would like to get connected to what God is doing at Glad Tidings Church, text GUEST to 407-993-2496 If you would like to support GT financially you can give through the OcoeeGT app, or online through our website by clicking here http://www.ocoeegt.com/giving. Text ‘WEAREGT' to 73256 to give using your mobile device.For more information about Glad Tidings Church, visit ocoeegt.com face or follow us on our social media platforms below.Instagram- https://www.instagram.com/wearegt.church/Facebook- https://www.facebook.com/GladTidingsChurchOcoee
Want to go wheel-to-wheel racing but have no clue where to start? This episode breaks down the real path to getting your SCCA novice permit, what happens at a driver school, and how to avoid the expensive mistakes most new racers make.Inside this episode of Inside the SCCA, Brian sits down with Jacob Yeznik of PTC Driving Academy to talk about the smartest entry point into amateur racing, why driver schools matter, and how to transition from karting, sim racing, track days, or autocross into real competition.We cover:What actually happens during a 2-day racing schoolHow to get your SCCA novice permitThe difference between club schools and arrive-and-drive programsWhy starting in lower-power formula cars makes you faster long-termThe biggest mistakes new racers makeWhat you really need to bring to your first schoolIf you've ever thought, “I want to go racing” — this is the roadmap.Whether your goal is Formula Ford, GT cars, Trans Am, endurance racing, or just club racing for fun, this episode shows how drivers safely and affordably enter the sport.
Monty, Nick, and Micah deep-dive preview the 2026 Georgia Tech Yellow Jackets. The trio discuss GT's losses/newcomers, projected rotation/lineups, schedules, and more.
Lost in the Stacks: the Research Library Rock'n'Roll Radio Show
Guest: Dr Lynn Kamerlin, GT professor in the school of Chemistry and Biochemistry, and head of the Kamerlin Lab. First broadcast January 30 2026. Playlist "I called you a champion. That's apt, right?"
Rolex 24 Victory Lap The Porsche Penske #7 car takes the Rolex 24 for the third consecutive year—a feat only a handful of teams have ever accomplished. The guys break down their favorite moments from the weekend, which drew the largest crowd in event history. Can they make it four in a row? Fahren 2025 Announced Mark your calendars: Fahren returns October 13–16 at Tapoco. The event is back to two days of driving, bringing together old friends and new for what's become a cornerstone of the Porsche enthusiast community. Is the GT3 RS Going Turbo? Rumors are swirling that the .2 GT3 RS could ditch naturally aspirated power for turbos. The hosts dig into what this means for the future of the GT3 lineup—could this be the beginning of the end for NA Porsches in the GT family? And if the RS goes forced induction, how does that impact values on existing NA GT3s and RS models? A deep dive into the speculation and what it could mean for collectors. New Logo, New Era P-car Talk unveils a fresh logo and talks about what's next for the podcast. Thank you for your support! Kimchi Crew: Steve, Leslie, Chris, Ken, Aaron, Matthew, Sean, and Nik
Thank you for joining us!#GladTidings #WelcomeToTheFamily #WeAreGTJoin us for service in person or online every Wednesday at 7pm (EST) and Sundays at 9am & 11am(EST)2009 Fullers Cross Rd. Ocoee, Fl 34761If you would like to get connected to what God is doing at Glad Tidings Church, text GUEST to 407-993-2496 If you would like to support GT financially you can give through the OcoeeGT app, or online through our website by clicking here http://www.ocoeegt.com/giving. Text ‘WEAREGT' to 73256 to give using your mobile device.For more information about Glad Tidings Church, visit ocoeegt.com face or follow us on our social media platforms below.Instagram- https://www.instagram.com/wearegt.church/Facebook- https://www.facebook.com/GladTidingsChurchOcoee
Join BefuddledPanda, Jingalls, Cesky, and Hurin as they recap 2025 and chat about what's to come in 2026. Episodes featured:GT 2025 Favorite Reads: https://open.spotify.com/episode/3U0LEKWFt7FkdC7xsyYEgB?si=bfc75256ef9b427eBooks That Need More Love: https://open.spotify.com/episode/5Zxxor0bY7yevXWIJhKb2e?si=aeLmOs7RSPeX7zNmvaktXwMusic is Galactic Damages by Jingle Punks.Find us on:Discord: https://discord.gg/FNcpuuABlueSky: https://bsky.app/profile/greenteampod.bsky.socialThreads: https://www.threads.net/@greenteampodReddit: https://www.reddit.com/r/thelegendarium/Suggestion Box: https://forms.gle/Nsz6URWeq3JeeZnGA
In this episode: Alberto Mendoza comes to GT, men's basketball loses to Clemson, women's basketball holds their own against North Carolina, women's swimming makes more progress against South Carolina, track & field took on one of the many Clemson Invitationals, GT Hockey is off to a good start in 2026, and who From The Rumble Seat would sponsor with a jersey patch if we had the funds to do that.Like the show? Drop a rating wherever you listen and follow Scions of the Southland to ensure you don't miss our weekly episodes.Hosts: Akshay Easwaran, Jake Grant, Jack PurdyProduction: Jack PurdyMusic: Georgia Tech Marching Band, Georgia Tech Glee Club
Jordan Taylor has won just about every major event in sports car racing including the Rolex 24 Hours of Daytona, 12 Hours of Sebring, Petit Le Mans and the 24 Hours of Le Mans in addition to winning multiple class championships in Prototypes and GT cars. He's currently racing in the IMSA GTP class for his dad's Wayne Taylor Racing Team in one of two Cadillac V-Series.R prototypes. During the COVID pandemic he decided to do some triathlon training and has since competed in multiple Ironman full-distance triathlons. We caught up with Taylor at the 50th Anniversary of the Acura Grand Prix of Long Beach where he tells us about how he got started in triathlon, how it helps him prepare for his auto racing, while also giving advice to new and experienced drivers on how this type of training can help improve their results. This guy is impressive on the track and off and his insight into this other world of racing is fascinating. Enjoy!NOTE: You can catch Jordan Taylor at the Rolex 24 this weekend with live coverage from the “World Center of Racing” on Peacock, NBC and IMSA.com.
Confira os destaques do Jornal da Manhã desta quarta-feira (21): O presidente dos Estados Unidos, Donald Trump, chegou a Davos nesta quarta-feira (21) para participar do Fórum Econômico Mundial, em meio ao desgaste nas relações com aliados europeus e às tensões globais. A viagem foi marcada por um problema técnico no Air Force One, que obrigou a aeronave presidencial a retornar aos Estados Unidos logo após a decolagem. O discurso de Trump no evento é aguardado com expectativa. Na coletiva que marcou um ano de seu segundo mandato, Trump comentou a relação com o Brasil. Ao ser questionado por uma repórter brasileira, afirmou que o presidente Luiz Inácio Lula da Silva (PT) terá papel no Conselho da Paz, nova iniciativa de mediação global. “Eu gosto dele”, declarou o presidente americano ao destacar a importância do líder brasileiro no projeto. O Congresso Nacional se prepara para discutir a regulamentação de aplicativos de transporte e entrega após a conclusão do relatório do grupo de trabalho criado pelo governo para tratar do tema. Coordenado pelo ministro da Secretaria-Geral da Presidência, Guilherme Boulos, o GT deve apresentar suas propostas em até 10 dias, depois de reunião realizada no Palácio do Planalto. O Banco Central decretou nesta quarta-feira (21) a liquidação extrajudicial da Will Financeira S.A. Crédito, Financiamento e Investimento, conhecida como Will Bank, instituição que integra o conglomerado do Banco Master. O Will Bank operava sob Regime Especial de Administração Temporária após a liquidação extrajudicial do Banco Master, determinada pelo BC em 18 de novembro de 2025. O presidente da Comissão de Assuntos Econômicos do Senado, Renan Calheiros, afirmou que o colegiado vai acompanhar de perto as investigações sobre o colapso do Banco Master. Segundo ele, está prevista uma rodada de visitas institucionais, que deve começar com um encontro com o presidente do Supremo Tribunal Federal, Edson Fachin, após a retomada dos trabalhos legislativos, no início de fevereiro. Parlamentares europeus passaram a defender que as seleções de futebol de seus países não participem da Copa do Mundo de 2026, que terá jogos nos Estados Unidos. A proposta de boicote surge como reação à escalada do discurso do presidente Donald Trump sobre a anexação da Groenlândia, território do Ártico que pertence à Dinamarca. A China anunciou o fim do embargo à carne de frango do Rio Grande do Sul, em vigor há mais de um ano após um surto da Doença de Newcastle. A decisão, divulgada na sexta-feira (16), encerra a última restrição mantida ao Brasil, já que o país se declarou livre da gripe aviária em junho de 2025 e o bloqueio ao restante do território havia sido suspenso em novembro. A pesquisa Atlas/Bloomberg divulgada nesta quarta-feira (21) indica que o presidente Luiz Inácio Lula da Silva segue liderando as intenções de voto pela reeleição em todos os cenários analisados. O levantamento, no entanto, mostra um crescimento expressivo do senador Flávio Bolsonaro, que avançou mais de dez pontos percentuais nos últimos dois meses e passou a reduzir a distância em relação ao primeiro colocado. Já o governador de São Paulo, Tarcísio de Freitas, manteve desempenho estável em comparação com a pesquisa anterior e aparece na segunda posição ao lado de Flávio, porém ainda mais distante de Lula. Cerca de 20 ministros do governo Lula devem deixar seus cargos para disputar eleições nos estados e fortalecer a base política do presidente durante o período eleitoral. A movimentação inclui ministros e parlamentares licenciados que precisam se afastar para viabilizar candidaturas e apoio local. Com isso, Lula pode perder parte de seu núcleo duro na campanha, incluindo a ministra das Relações Institucionais, Gleisi Hoffmann, que deixará o cargo para concorrer ao Senado pelo Paraná. Essas e outras notícias você acompanha no Jornal da Manhã. Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 445 Brought to you by: C&G Holsters Medical Gear Outfitters Die Free Co. Blue Alpha Bowers Group Swampfox Optics Text Dear WLS or Reviews +1 743 500 2171 Dear WLS Question from Micah Oxard ♻️ Any updates with potential holster sponsorships? Jeremy's still a cunt. Happy holidays. Question from Drew Peabauls ♻️ I'm planning to purchase a Mitchell defense 10.3” DOC for a home defense rifle. Considering the potential indoor use case, I want to run a dedicated suppressor. What recommendations do you have for the quietest can with low back pressure? No price limitations. Question from Brassguy Jarhead ♻️ "Do ya have any experience with Right to Bear Arms builder sets? If so, what are your thoughts? I'm going to build a 204 Ruger and was going to use an Aero Precision builder set but apparently they quit doing those. Thanks for the input. No notes. PS. Jeremy is a cunt" Question from Karl F ♻️ Hey guys! I live in Virginia and that isn't going to change anytime soon due to proximity to family. Unfortunately, after recent elections, we are almost guaranteed to be facing an assault weapons ban along with a myriad of other gun control next year. I'm currently stocking up in hopes of a grandfather clause. I have plenty of AR15 components; however, I don't have any piston guns. Any suggestions for something I should consider picking up before I can't anymore? I'm not interested in an AK, and I would like to stick to either 556, 300 Blackout, or 6.5 creedmore. I'm leaning towards a 16"" barrel but am open to others. My first thought was a BRN-4 from Brownells but they appear to be all out of stock at the moment. Any input is appreciated. Keep up the great show. #blamecanada Question from Harry Pickle ♻️ Is it just me or is it the older I get (im 29) the more I appreciate the bush on a woman. Do yall appreciate the bush? I'm all for bringing back the 70s hair and 70s bush, and I'm not talking about no landing strip I'm talking about ZZ Top eating a beef and cheddar Question from Nightwasher513 TX ♻️ Thank you for trying to answer my question on episode 435. It was about making a pistol brace for your 3d printed firearms. My follow up question is. What is the likelihood that any of the 3d printed pistols with a pistol brace, would have gotten a letter from the ATF. Case in point, the MacDaddy MAC 11 has a pistol brace designed on it. So then since that designer most likely has not gotten a letter from the ATF, does that mean the 1000s of people that have printed it and installed it are breaking the law? That being said, is there any negative effects on submitting a brace design to the ATF. I carry every day with my DB Alloy MAC 11 in my backpack? And last follow up question. If a steel plate at had a serial number engraved on it to ATF specs that then was inserted into the printed frame during the printing process and could not be removed without destroying the print be in compliance with the ATF rules? I really hope you read this question before Aaron gets back. #NOAARON. Question from Duzzit Fittenmy ♻️ Camorado is Rad. When are we going to get line of flannel shirts? I think each WLS cast member should come up with their own flannel pattern and color scheme. Question from Mitch C ♻️ Which 9mm revolver would you guys get if you wanted to dip your toes in the revolver classes of your local matches? Red dot and holster compatible. Or would you just not be a poor, broke ass bitch and shoot .38? Thanks for everything, daddies *reader of this question then lets out a little moan* Winner: Drew Peabauls Gun Industry News HK Offers VP9 Packages with Vortex Defender Optics ♻️ Heckler & Koch is now offering pre-packaged VP9 pistol bundles that include Vortex Defender red dot optics, simplifying the optics-ready setup for shooters. Availability: Available through dealers and distributors; packages bundle the VP9 with Vortex Defender optic pre-mounted or included for easy installation. Cost: Pricing not specified in source Special: Factory-direct integration of Vortex Defender optic with HK VP9, ensuring perfect compatibility and zeroing from the start. Precision Brings RMR Optics to the Kimber 2K11 1911 ♻️ Precision Arms introduces RMR optics integration for the Kimber 2K11 1911 pistol, enhancing its tactical capabilities with red dot optics compatibility. Availability: Available through Kimber dealers and Precision Arms distributors; features direct milling for Trijicon RMR footprint on the 1911 slide. Cost: Pricing starts around $1,800-$2,200 depending on configuration Special: Factory-cut slide for seamless RMR mounting, preserving the classic 1911 aesthetics while adding modern red dot functionality. New for 2026: Holosun AEMS Macro-Micro-Micro SAR ♻️ Holosun announces the AEMS Macro-Micro-Micro SAR, a new red dot sight system featuring a stacked macro and micro optic design optimized for submachine rifles (SAR), set for release in 2026. Availability: Scheduled for release in 2026; specific launch date and pre-order details pending. Cost: Pricing not yet announced. Special: Innovative triple-optic stack (macro + dual micro) in a compact footprint tailored for submachine rifles, offering versatile sighting options. Bergara Expands Premier Series with the Platinum Stalker ♻️ Bergara has introduced the Platinum Stalker, a new addition to its Premier Series lineup, enhancing their precision rifle offerings. Availability: Part of the expanded Premier Series; specific availability details available via Bergara's product page or retailers. Cost: Pricing not specified in announcement. Special: Platinum Stalker designation suggests elevated features in stalking/hunting rifle category within the Premier Series. Mossberg 590R RM Shotguns Now with Chisel Machining & Folding Stocks ♻️ Mossberg has updated its 590R RM shotgun lineup with new chisel machining finishes and folding stock options, enhancing aesthetics and functionality for tactical users. Availability: Available now through Mossberg dealers; features 14-inch barrel, RM (Recoil Minimizing) system, and new folding stocks in various configurations. Cost: Pricing starts around $800-$1,000 depending on model and finish; boosts Mossberg's tactical shotgun market share with customizable upgrades. Special: Chisel machining for a distinctive, durable finish combined with folding stocks for compact storage and rapid deployment. Sig Sauer Introduces the P211 GT4 and GT5 ♻️ Sig Sauer has launched two new pistols in the P211 series: the GT4 and GT5, designed for competitive shooting and precision performance. Availability: Available now through Sig Sauer dealers; chambered in 9mm with optics-ready slides and competition-ready features. Cost: Pricing starts around $1,500-$1,800 per model; expands Sig's competitive lineup, targeting USPSA and IDPA shooters. Special: Modular grip system with GT-specific ergonomics and tungsten-infused frames for reduced recoil and enhanced control. Kimber Kicks Off 2026 with New High-Capacity 1911 DS Warrior ♻️ Kimber launches the 2026 1911 DS Warrior, a high-capacity double-stack 1911 pistol designed for enhanced performance and reliability. Availability: Kicking off 2026 lineup; specific availability details not specified in the announcement, likely available through Kimber dealers soon. Cost: Pricing not detailed in the release. Special: Double-stack magazine for high capacity in a 1911 platform, combining classic design with modern firepower. The O-Sight XR Red Dot Enters the Arena and Delivers ♻️ The O-Sight XR red dot sight is introduced as a new contender in the AR platform optics market, offering impressive performance and value. Availability: Now entering the market; compatible with AR-15 platforms; features a robust design with clear optics. Cost: Competitive pricing positions it as an accessible high-performance option, potentially disrupting budget red dot segment. Special: Exceptional battery life and XR (extreme range) clarity for fast target acquisition in dynamic shooting scenarios. New from Remington Ammo: Subsonic Rifle Line Expanded, 7mm BC Options, Hard Cast Handgun Loads ♻️ Remington has expanded its ammunition lineup with new subsonic rifle options, improved 7mm ballistic coefficient loads, and hard-cast handgun ammunition. Availability: New product releases available through Remington's distribution channels; specific calibers and configurations detailed in the full article. Special: Subsonic rifle expansion with enhanced 7mm BC for better long-range performance and hard-cast bullets for deep penetration in handguns. 5.11 Debuts 2026 Product Innovations at SHOT Show in Las Vegas ♻️ 5.11 Tactical unveiled its 2026 product lineup at the SHOT Show in Las Vegas, showcasing new innovations in tactical gear and apparel. Availability: Products set for release in 2026, debuted at SHOT Show. Cost: Not specified Staccato HD C4X ♻️ Staccato announces the release of the HD C4X, a new high-performance 2011 pistol featuring an integrated compensator and enhanced ergonomics for competitive and defensive shooting. Availability: Available starting January 2026 through Staccato dealers; chambered in 9mm with 5-inch bull barrel and optics-ready slide. Cost: MSRP $3,299; expected to compete in the premium 2011 market dominated by Staccato's existing lines. Special: Factory-integrated C4X compensator reduces muzzle flip without added length, paired with DLC-coated barrel for superior reliability. HK VP9 Packages Vortex Defender Optics ♻️ Heckler & Koch announces VP9 pistol bundled with Vortex Defender optics, offering an optics-ready package for enhanced shooting performance. Availability: Available starting January 2026 through Guns.
f you're a James Bond fan, you won't want to miss our latest episode: 20 Things You Missed in YOU ONLY LIVE TWICE. In this deep‑dive discussion, we uncover 20 Things You Missed in YOU ONLY LIVE TWICE that even longtime Bond aficionados often overlook. From continuity errors to clever background details, cultural insights, filming quirks, and subtle storytelling decisions, this episode shines a spotlight on the hidden gems tucked inside the fifth Eon Productions Bond adventure. Hosted by Dan and Tom of Cracking the Code of Spy Movies, this episode explores everything from mispronunciations in NASA communications to Bond's surprising use of nicknames, mysterious wardrobe changes, and the unexpectedly impressive continuity work involving Bond's shoes and those hard‑to‑miss spats. You'll hear about set design details at Henderson's apartment, incorrectly repaired desk statues, and the symbolic use of the color orange to hint at Helga Brandt's dangerous duality. We also break down one of the most memorable sequences in the film: Little Nellie. From the autogyro's weapons to the number of helicopters chasing Bond, we uncover continuity oddities, filming inconsistencies, and blink‑and‑you‑miss‑them production shortcuts. The episode also dives into space capsule reflections, art replicas inside Blofeld's volcano lair, and the strange logic gaps surrounding Helga Brandt, Osato, and Bond's supposed "death." Dan and Tom bring context, humor, and historical insights to each moment—from the real‑life sumo wrestler and Samoan grappler who appear on screen, to the realistic but deadly phosgene gas used near the Ama fishing village. And of course, we explore the infamous volcano base itself. From improbable gadgets Bond suddenly possesses, to the dramatic (and scientifically questionable) destruction of the SPECTRE spacecraft. Plus, stay tuned for bonus observations on ninja entrances, frightened cats, references to Goldfinger, the Toyota 2000 GT convertibles made especially for the film, and clever audio design choices hidden throughout the final act. Whether you've seen the movie once or a hundred times, you'll walk away with brand‑new insights and a deeper appreciation for this iconic Bond classic. Join us for a fun, fast‑paced, detail‑packed episode that proves you really do only live twice—but you might need far more viewings to catch everything in YOU ONLY LIVE TWICE. Tell us what you think about our look at 20 Things You Missed In YOU ONLY LIVE TWICE How many of these did you miss? What did we miss from the movie? And, importantly, how many guys do you see in the car at the beginning of the chase when Bond leaves Osato's office? Let us know your thoughts, ideas for future episodes, and what you think of this episode. Just drop us a note at info@spymovienavigator.com. The more we hear from you, the better the show will surely be! We'll give you a shout-out in a future episode! You can check out all our CRACKING THE CODE OF SPY MOVIES podcast episodes on your favorite podcast app or our website. In addition, you can check out our YouTube channel as well. Episode Webpage: https://bit.ly/4qPaguI
Thank you for joining us!#GladTidings #WelcomeToTheFamily #WeAreGTJoin us for service in person or online every Wednesday at 7pm (EST) and Sundays at 9am & 11am(EST)2009 Fullers Cross Rd. Ocoee, Fl 34761If you would like to get connected to what God is doing at Glad Tidings Church, text GUEST to 407-993-2496 If you would like to support GT financially you can give through the OcoeeGT app, or online through our website by clicking here http://www.wearegt.com/giving. Text ‘WEAREGT' to 73256 to give using your mobile device.For more information about Glad Tidings Church, visit ocoeegt.com face or follow us on our social media platforms below.Instagram- https://www.instagram.com/wearegt.church/Facebook- https://www.facebook.com/GladTidingsChurchOcoee
Thank you for joining us!#GladTidings #WelcomeToTheFamily #WeAreGTJoin us for service in person or online every Wednesday at 7pm (EST) and Sundays at 9am & 11am(EST)2009 Fullers Cross Rd. Ocoee, Fl 34761If you would like to get connected to what God is doing at Glad Tidings Church, text GUEST to 407-993-2496 If you would like to support GT financially you can give through the OcoeeGT app, or online through our website by clicking here http://www.ocoeegt.com/giving. Text ‘WEAREGT' to 73256 to give using your mobile device.For more information about Glad Tidings Church, visit ocoeegt.com face or follow us on our social media platforms below.Instagram- https://www.instagram.com/wearegt.church/Facebook- https://www.facebook.com/GladTidingsChurchOcoee
Thanks to Allstate for sponsoring today's episode! Click here [https://bit.ly/3Kj2XLO] to check Allstate first and see how much you could save on car insurance.Thanks to Hankook for sponsoring today's video! Click here [https://bit.ly/44f5Sgl] to learn more about Dynapro tires!Thank you EveryPlate for sponsoring this episode. Try EveryPlate and get $2.99 per meal on your first box, plus free steak for a month. Go to https://everyplate.com/podcast and use code gassteak to claim your offer.And thank you Underdog Fantasy for sponsoring this podcast. Download the app today and use promo code GAS to score $75 in Bonus Entries when you play your first $5. Must be 18+ (19+ in Alabama & Nebraska; 19+ in Colorado for some games; 21+ in Arizona, Massachusetts, and Virginia) and present in a state where Underdog Fantasy operates. Terms apply. See https://assets.underdogfantasy.com/web/PlayandGetTerms_DFS_.html for details. Offer not valid in Maryland, Michigan, New Jersey, New York, Ohio, and Pennsylvania. Concerned with your play? Call 1-800-GAMBLER or visit www.ncpgambling.org. In New York, call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)This week, in the season 1 finale of Past Gas, we finish the story of Enzo Ferrari and the era that turned the Prancing Horse into a global obsession: the iconic 250 GT and 250 GTO, the tragedies that haunted Ferrari racing, the moment Ford tried (and failed) to buy Ferrari, and the final thunderclap of Enzo's reign: the Ferrari F40.Thanks to all of our listeners, we will see you in 2026! Learn more about your ad choices. Visit podcastchoices.com/adchoices