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News sources: https://lmg.gg/Nv3pi Timestamps: 0:00 US considers banning Chinese AI models 1:37 LG monitors install McAfee promos 2:53 HP fined over toner cartel 4:55 QUICK BITS INTRO 5:05 France blocks Polymarket 5:39 dbrand's Companion Cube returns 6:11 Google's wildfire satellites launch 6:41 Humanoid robot teacher enters classrooms 7:30 A spinning drone becomes nearly invisible 8:14 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices
our fave bright bubbly gal is back on the mic! mel from AsianBossGirl joins the HP girls for plenty of spicy stories, hot takes, and maximum chaos. 0:00 can mel survive the wheel of misfortune? 5:30 mel's hot takes: this or that style 10:39 mel answers juicy personal questions CONNECT WITH US Connect with us @thehotpursuitpod on Instagram/TikTok/Youtube. Email us at hello@thehotpursuitpod.com. Learn more at thehotpursuitpod.com. THE HOT PURSUIT PODCAST: Hosted and written by: Jennifer Han, Emily Lin, and Madelyn Ong Produced by: Hot Pursuit Media and AsianBossGirl Edited by: Josh Jang Theme song composed by: Shawn Halim Art by: Kelsey Cordutsky Motion Graphics by: Matt Ebling Learn more about your ad choices. Visit megaphone.fm/adchoices
今回もゲスト回をお届けします。夏の食養生を語ろう~倉田綾子先生ゲスト回~②~というテーマでお届けします。今回のゲスト〜倉田綾子先生の各種コンテンツ☆漢方薬局 綾心 HP https://ayagokoro.com☆漢方相談,薬膳ランチ会のご希望はLINE https://line.me/R/ti/p/@861jmufq☆中医学や日々の気づきのnotenote https://note.com/ayagokoro☆朝のルーティン中医学ラジオstandFM https://stand.fm/episodes/6a5589bcfe092b2023dc7306☆綾心インスタinsta https://www.instagram.com/ayagokoro?igsh=dzNoaHp1bDk4cGU%3D&utm_source=qr【漢方相談の申し込み&お問い合わせ・講演や執筆依頼・番組出演などお仕事のご依頼は下記より】☆漢方相談オンライン予約はこちらから☆https://reserva.be/sawatayakampo☆ご予約&お問い合わせは公式LINEから☆公式LINEでは独自コンテンツの配信中!ぜひご登録ください〜https://lin.ee/8PcigAlメールの方はこちらから↓☆ご予約&各種問い合わせフォーム☆https://mbp-japan.com/yamanashi/sawataya/inquiry/personal/☆さわたや薬房HP☆http://www.sawataya.com◇ポッドキャスト番組『コータの漢方RADIO』X・Instagram・note・さわたや薬房HPなど早川コータの各種コテンツはこちらからhttps://lit.link/kotahayakawa******************番組へのメッセージは公式LINE以外でもインスタグラムのDM&メッセージフォームにて受付中です。早川コータのInstagramhttps://www.instagram.com/kota_sawataya/(メッセージフォーム)https://docs.google.com/forms/d/e/1FAIpQLScW9E32x1pXM8UaOlwF_lab_xNx0YjnJjIIEJjowKIKHbIOXQ/viewformVoicyのコメント欄もご利用ください。****************【コータの漢方RADIO〜Voicy版】☆2025年Voicy of the year 受賞☆Podcast(トーク)編〜11位にランクイン番組はこちらからhttps://r.voicy.jp/YQm4Q8pb92W
Book 7, Chapter 9: A Place To Hide
本日のニュース[00:00:00] Juice=Juice池袋サンシャインシティのリリイベレポ[00:01:03] Juice=Juice『ミュージックステーション』通常回出演と歌唱曲への期待[00:01:39] さわやか五郎とアマレス兄弟の動画~新日本プロレスとの繋がり[00:03:28] 稲場愛香のイベント「あつまりまなかん」東京公演レポ[00:05:44] 「あつめまなかん」のコーナーとファンの反応[00:07:50] 稲場愛香の卒業後も続く圧倒的な動員力と人気の考察[00:09:41] コメント紹介:BEYOOOOONDS新メンバー発表方法への評価[00:11:08] 高田延彦vs北尾光司の格闘技トーク[00:13:38] コメント紹介:アイドルのメジャー即加入と研修生・オーディション事情[00:15:41] 牧野真莉愛の卒業後や『ラヴィット!』発アイドルグループの可能性[00:17:40] 研修生紹介動画の話題~おじいちゃんから孫へのハロプロ英才教育[00:19:48] 紅白歌合戦の女性アイドル枠へのコメント紹介と、スタダ系・イコラブの勢い[00:22:21] Juice=Juiceの楽曲評価と今年の紅白赤組のバランス予想[00:24:15] ≠ME(ノイミー)の新メンバーオーディション発表とファンの反応[00:25:50] モーニング娘。とBEYOOOOONDS新メンバーのお披露目イベントへの期待~エンディングROT World Newsの時間がやってきました。この番組は世界中で起きている様々なニュースについて紹介する世界的なニュース番組です。映画、アニメ、漫画、スポーツ、アイドルなど見た感想やカルチャー全般について雑談。身の回りや世界で起きているニュースを日本語で紹介!この番組はみなさんからのお便りで成立しています。話して欲しいこと、お便り、コーナーのアイデアはrotworldnews@gmail.comまで!ハッシュタグは#ROTWNSNSもフォロー&応援お願いします
今回はゲスト回夏の食養生を語ろう~倉田綾子先生ゲスト回①~というテーマでお届けします。今回のゲスト〜倉田綾子先生の各種コンテンツ☆漢方薬局 綾心 HP https://ayagokoro.com☆漢方相談,薬膳ランチ会のご希望はLINE https://line.me/R/ti/p/@861jmufq☆中医学や日々の気づきのnotenote https://note.com/ayagokoro☆朝のルーティン中医学ラジオstandFM https://stand.fm/episodes/6a5589bcfe092b2023dc7306☆綾心インスタinsta https://www.instagram.com/ayagokoro?igsh=dzNoaHp1bDk4cGU%3D&utm_source=qr【漢方相談の申し込み&お問い合わせ・講演や執筆依頼・番組出演などお仕事のご依頼は下記より】☆漢方相談オンライン予約はこちらから☆https://reserva.be/sawatayakampo☆ご予約&お問い合わせは公式LINEから☆公式LINEでは独自コンテンツの配信中!ぜひご登録ください〜https://lin.ee/8PcigAlメールの方はこちらから↓☆ご予約&各種問い合わせフォーム☆https://mbp-japan.com/yamanashi/sawataya/inquiry/personal/☆さわたや薬房HP☆http://www.sawataya.com◇ポッドキャスト番組『コータの漢方RADIO』X・Instagram・note・さわたや薬房HPなど早川コータの各種コテンツはこちらからhttps://lit.link/kotahayakawa******************番組へのメッセージは公式LINE以外でもインスタグラムのDM&メッセージフォームにて受付中です。早川コータのInstagramhttps://www.instagram.com/kota_sawataya/(メッセージフォーム)https://docs.google.com/forms/d/e/1FAIpQLScW9E32x1pXM8UaOlwF_lab_xNx0YjnJjIIEJjowKIKHbIOXQ/viewformVoicyのコメント欄もご利用ください。****************【コータの漢方RADIO〜Voicy版】☆2025年Voicy of the year 受賞☆Podcast(トーク)編〜11位にランクイン番組はこちらからhttps://r.voicy.jp/YQm4Q8pb92W
Join hosts Ev, Irvin, and Sophia, as well as special guests Dr. Beatrice Grove, Dr. Louise Freeman, and Nick Jeffrey, as they discuss the parallels between Cuckoo's Calling from the Cormoran Strike series and Harry Potter and the Sorcerer's Stone. Please be warned that there will be spoilers for the Cormoran Strike books in this episode, up to and including Hallmarked Man. Join the discussion on our website In this episode: Where is the Strike rock scene? What would the bands be called? Leda's love is a more psychologically complex version of Lily's You can come of age at any age! Strike is our Hagrid here, not just because he's hairy. We all find where we belong on Charing Cross Road Does John have a Dark Lord in the back of his head? Tony was madly in love with Leda Strike Who is notably toxic to beef? Read what the stars are telling us! We're looking forward to the Battle of Denmark Street Resources: The Psychopaths - Bristow, Riddle, and Crouch by Irvin Reverse Alchemy in HP and Strike: The Connection of Ring Composition and Literary Alchemy in the Layout of the Seven Book Harry Potter Series by William Sprague The Chiastic Structure of Harry Potter by Joe Thacker Robin Ellacott and Reverse Alchemy: Transformation Through the First Three Strike Texts by Louise Freeman Cormoran Strike and the Itch That Cannot Be Scratched by Louise Freeman Strike-Potter Parallels: Cuckoo & Stone by John Granger Literary Allusion in Cuckoo's Calling: Part 1: Christina Rossetti's "A Dirge" by Beatrice Groves Part 2: Tennyson's "Ulysses" by Beatrice Groves Handfasting in "The Cuckoo's Calling" and "Harry Potter": A Discovery of a Walt Whitman Poem? by Beatrice Groves For more from our guests: Louise Freeman: @lmf3b on Twitter Doc Thelma on Reddit The Farting Sofa Faculty Lounge The Harry Potter Academic Conference Queen City Magic Beatrice Groves: @beatricegroves1 on Twitter Beatrice Groves on MuggleNet Beatrice Groves on Hogwarts Professor Potterversity Essays Exploring the World of Harry Potter Nick Jefferey: @gbjeffen on Twitter Nick Jeffrey on Hogwarts Professor Nick Jeffrey on Substack Contact: Website: https://threebroomstickspod.com/ Facebook: https://www.facebook.com/threebroomstickspod/ Instagram: https://www.instagram.com/threebroomstickspodcast/ Twitter: https://twitter.com/threebroompod Email: 3broomstickspod@gmail.com Patreon: https://www.patreon.com/3broomsticks
今回は朝元気に起きられない~起立性調節障害の対策とは?②というテーマでお届けします。【漢方相談の申し込み&お問い合わせ・講演や執筆依頼・番組出演などお仕事のご依頼は下記より】☆漢方相談オンライン予約はこちらから☆https://reserva.be/sawatayakampo☆ご予約&お問い合わせは公式LINEから☆公式LINEでは独自コンテンツの配信中!ぜひご登録ください〜https://lin.ee/8PcigAlメールの方はこちらから↓☆ご予約&各種問い合わせフォーム☆https://mbp-japan.com/yamanashi/sawataya/inquiry/personal/☆さわたや薬房HP☆http://www.sawataya.com◇ポッドキャスト番組『コータの漢方RADIO』X・Instagram・note・さわたや薬房HPなど早川コータの各種コテンツはこちらからhttps://lit.link/kotahayakawa******************番組へのメッセージは公式LINE以外でもインスタグラムのDM&メッセージフォームにて受付中です。早川コータのInstagramhttps://www.instagram.com/kota_sawataya/(メッセージフォーム)https://docs.google.com/forms/d/e/1FAIpQLScW9E32x1pXM8UaOlwF_lab_xNx0YjnJjIIEJjowKIKHbIOXQ/viewformVoicyのコメント欄もご利用ください。****************【コータの漢方RADIO〜Voicy版】☆2025年Voicy of the year 受賞☆Podcast(トーク)編〜11位にランクイン番組はこちらからhttps://r.voicy.jp/YQm4Q8pb92W
今回は朝元気に起きられない~起立性調節障害とは?①というテーマでお届けします。【漢方相談の申し込み&お問い合わせ・講演や執筆依頼・番組出演などお仕事のご依頼は下記より】☆漢方相談オンライン予約はこちらから☆https://reserva.be/sawatayakampo☆ご予約&お問い合わせは公式LINEから☆公式LINEでは独自コンテンツの配信中!ぜひご登録ください〜https://lin.ee/8PcigAlメールの方はこちらから↓☆ご予約&各種問い合わせフォーム☆https://mbp-japan.com/yamanashi/sawataya/inquiry/personal/☆さわたや薬房HP☆http://www.sawataya.com◇ポッドキャスト番組『コータの漢方RADIO』X・Instagram・note・さわたや薬房HPなど早川コータの各種コテンツはこちらからhttps://lit.link/kotahayakawa******************番組へのメッセージは公式LINE以外でもインスタグラムのDM&メッセージフォームにて受付中です。早川コータのInstagramhttps://www.instagram.com/kota_sawataya/(メッセージフォーム)https://docs.google.com/forms/d/e/1FAIpQLScW9E32x1pXM8UaOlwF_lab_xNx0YjnJjIIEJjowKIKHbIOXQ/viewformVoicyのコメント欄もご利用ください。****************【コータの漢方RADIO〜Voicy版】☆2025年Voicy of the year 受賞☆Podcast(トーク)編〜11位にランクイン番組はこちらからhttps://r.voicy.jp/YQm4Q8pb92W
Mirek Mikołajczak, założyciel Selsey, to człowiek, którego historia przeczy wszystkim podręcznikowym regułom budowania biznesu. W dzisiejszym odcinku „Zaprojektuj swoje życie” rozmawiamy o tym, jak trudne dzieciństwo - w tym pobyt w domu dziecka - stało się fundamentem jego późniejszego sukcesu.To nie jest kolejna, wygładzona opowieść o „sukcesie od zera”. To surowa spowiedź o tym, jak w wieku 9 lat odkryć, że nie masz rodziny, jak kombinować w Australii, żeby dostać paszport i jak przetrwać moment, w którym firma przypomina tonącego Titanica. W tym odcinku usłyszysz o:
Willkommen in der Villa Kunterbunt – mitten in den Wäldern von Arkham! In H. P. Lovecrafts Die Farbe aus dem All ist unser namenloser Erzähler im Auftrag der Regierung unterwegs, um alle Vorbereitungen für einen großen Staudamm zu treffen, der große Teile der Region unter Wasser setzen wird. Komischerweise findet der alte Ammi, einer der letzten Einwohner der Landstrichs, dass das eine großartige Idee ist. Denn unweit seines Hofs hat sich vor etwa 40 Jahren eine einschlägige Tragödie rund um die Familie Gardner ereignet, der der Landstrich bis heute seinen düsteren Ruf verdankt. --- In der nächsten Folge lesen wir die zweite Hälfte von H. P. Lovecrafts Die Farbe aus dem All. Leider konnten wir bisher keine vollständige kostenlose Version des Texts finden, aber hier geht's zum englischen Original: https://www.gutenberg.org/cache/epub/68236/pg68236-images.html --- Unterstütz uns auf Steady für noch mehr Content abseits der Literatur
今回は自己憐憫③~「私って可哀想でしょ??」になりやすい漢方的体質とは?というテーマでお届けします。【漢方相談の申し込み&お問い合わせ・講演や執筆依頼・番組出演などお仕事のご依頼は下記より】☆漢方相談オンライン予約はこちらから☆https://reserva.be/sawatayakampo☆ご予約&お問い合わせは公式LINEから☆公式LINEでは独自コンテンツの配信中!ぜひご登録ください〜https://lin.ee/8PcigAlメールの方はこちらから↓☆ご予約&各種問い合わせフォーム☆https://mbp-japan.com/yamanashi/sawataya/inquiry/personal/☆さわたや薬房HP☆http://www.sawataya.com◇ポッドキャスト番組『コータの漢方RADIO』X・Instagram・note・さわたや薬房HPなど早川コータの各種コテンツはこちらからhttps://lit.link/kotahayakawa******************番組へのメッセージは公式LINE以外でもインスタグラムのDM&メッセージフォームにて受付中です。早川コータのInstagramhttps://www.instagram.com/kota_sawataya/(メッセージフォーム)https://docs.google.com/forms/d/e/1FAIpQLScW9E32x1pXM8UaOlwF_lab_xNx0YjnJjIIEJjowKIKHbIOXQ/viewformVoicyのコメント欄もご利用ください。****************【コータの漢方RADIO〜Voicy版】☆2025年Voicy of the year 受賞☆Podcast(トーク)編〜11位にランクイン番組はこちらからhttps://r.voicy.jp/YQm4Q8pb92W
TBSラジオ 滋慶学園COMグループプレゼンツ「あなたの夢はなんですか?」 第753回【2026年7月15日(水)】放送 MC:はなわさん ゲスト:東京俳優・映画&放送専門学校 監督・ディレクター専攻 大泉菜南子さん 東京俳優・映画&放送専門学校 HP→https://www.movie.ac.jp/ 東京俳優・映画&放送専門学校 Instagram→https://www.instagram.com/fc_tokyo/ パーソナリティは、はなわさんとハマカーン・浜谷健司さん。 様々な業界で夢を実現させ、第一線で活躍しているプロフェッショナルから、 夢に向けて勉強している現役学生まで。 さまざまな「夢追い人」にインタビューし、 それぞれが抱く 「将来や人生の夢」「職業の夢」を語ってもらいます。 TBSラジオ(https://www.tbsradio.jp) FM90.5 + AM954 火曜・水曜 『荻上チキ・Session』内 18時33分頃から放送中! #tbsラジオ #anayume954 #はなわ #ハマカーン #ss954 HP ⇒https://www.tbsradio.jp/anayume/ Twitter ⇒https://x.com/anayume954 Instagram ⇒ https://www.instagram.com/anayume954/ Facebook ⇒https://www.facebook.com/anayume954 Learn more about your ad choices. Visit podcastchoices.com/adchoices
出演者: miko、quim 配信ペース: 隔週 番組時間:98分10秒 ♯本番組はリモート収録です。 ♯収録時環境の影響により、全体的に聴き取り辛くなっております。 申し訳ございません。 隔週に1回お届け。mikoラジ、第401回です。 我さんの国外脱出(?)に伴い、配信スケジュールを変更して1週ズレての401回。 我さんの旅行のお話、しがないさんの対AI奮闘記(?)。 凄いことするな、何してんだろこの人達……そんな変わらぬ光景を今回もお届けいたします。 最後までごゆるりとお楽しみくださいませ。 ♯途中で色々とノイズ等入りますが、収録時のものです。 ご安心ください、お手持ちの機器は正常です。 ・おとらってRECORD 公式サイト http://www.n-remix.com/otolatte/ ↑『おとらって10thライブ KUWANA』に参加予定の方は、 「来場予約はこちらから」からご予約を! 開催日/2026.8.23(日) 第一部 OP11:30 ST12:00 第二部 OP14:40 ST15:00 //////////////////// VOICEVOX:ずんだもん VOICEVOX:四国めたん //////////////////// -------------------- ●お便り募集中! mikoラジでは以下の内容でお便りを募集中です! ・ふつおた /普通のお便り、お待ちしています! ・mikoは大変な絵を描いていきました /miko画伯に描いて欲しいお題をお待ちしています! ・メシヲコエテ /料理人・mikoに教えて欲しいレシピをお待ちしています! bit.ly/2GAWjyv 投稿フォームからラジオに投稿が出来ます! コーナー名を選び、メッセージ・ラジオネーム・お所を入力して、 どんどん送ってください! お待ちしています!! ------------ 本ラジオのメインパーソナリティーである「チーム我等(miko/quim)」、 それぞれ以下個人サークルにて活動中です。 ・miko:miko ・quim:SHIGANAI RECORDS( shiganai.com/ ) 活動詳細については、上記HPの他 各人のブログ/twitter等にて随時告知しておりますので、チェックしてみてください! ・みころぐ。(mikoのブログ)( ameblo.jp/miko-nyu/ ) ・@ mikonyu(mikoのtwitter)( twitter.com/mikonyu ) ・@ quim(quimのtwitter)( twitter.com/quim ) --- その他の活動については、以下のとおりです! -- チーム我等がメインクルーとして活動していた「アルバトロシクス( albatrosicks.com/ )」、 これまでリリースしたCDは、イオシスショップ( iosys.booth.pm/ )にて頒布しております。ご興味ある方は是非! ---------- ☆2026年7月IOSYSはいてない.comパワープレイ楽曲 M1. Comeback 作編曲:HiroHiro & Smeets 音楽ジャンル:Happy Hardcore, UK Hardcore サークル:Notebook Records 収録アルバム:YATSUZAKI HARDCORE COLLECTION 17 2026・7・1 Release https://notebookrecords.net/discographyportal.php?cdno=YHC-017 YATSUZAKI HARDCOREが贈る「YATSUZAKI HARDCORE COLLECTION」シリーズ第17弾! ハイクオリティな直球UK Hardcoreコラボレーションが直撃!"HiroHiro & Smeets - Comeback" ジャパニーズカワイイカルチャーが生み出した次世代ポップコア"10den - Dear" 動きのデカさを感じさせるハードコアトラック"ZEPHYR - Celestia" ピュアでクレイジーな狂気が一心不乱にちょっかいをかけてくる"hitogomi - Nutty as a fru!tcake" 4組による書き下ろしトラックが収録!
Ed Bindels verkocht zijn eerste Apple in 1979. Toen Apple vijftig werd, opende hij er een heel museum voor. Ed Bindels bouwde in twintig jaar de grootste Apple-keten van Nederland op, en verzamelde ondertussen stiekem decennia aan Apple-geschiedenis. Vijftig jaar na de oprichting van Apple opende hij zijn eigen Apple Museum in Utrecht: inclusief nagebouwde garage, een muur vol regenboog-iMacs en de HP-rekenmachine van Wozniak die hij op eBay op de kop tikte. Aan tafel neemt hij Randal, Jurian en Sander mee langs de Holy Trinity, de Lisa die Apple met bulldozers liet vernietigen, en de vraag of Apple nog wel echt innoveert of vooral op safe speelt. Ook: waarom een echte Apple 1 een half miljoen kost, hoe YouTuber iJustine huilend door het museum liep en haar reis naar Londen uitstelde. Over Ed Bindels Ed Bindels is oprichter van Amac, met bijna vijftig winkels de grootste Apple-reseller van Nederland. Hij werkt al sinds eind jaren zeventig in de computerverkoop en maakte de introducties van de Lisa en de Macintosh van dichtbij mee. In 2020 vatte hij het plan op voor een eigen Apple Museum, dat hij privé financierde en dat op 1 april 2026 opende, precies vijftig jaar na Apple. Aan tafel als de Apple-kenner die de hele geschiedenis zelf heeft meegemaakt. LinkedIn: Ed Bindels Website: applemuseum.nl Sponsor: Rabobank Misschien niet de eerste plek waar je kijkt als IT’er, maar wel één waar je je sneller thuis voelt dan je denkt. Ontdek waarom op rabobank.jobs/ITIn deze aflevering 0:00:00 Hoe iJustine ineens in het museum stond0:01:31 De eerste Apple uit 1979 en de Holy Trinity van thuiscomputers0:10:38 Amac beginnen: 50 pagina’s businessplan en waarom Apple je locatie bepaalt0:24:05 Innoveert Apple nog, of speelt het vooral op safe?0:28:00 AI als schrijfhulp voor de museumteksten (en de spellingcorrectie-ergernis)0:39:08 Waarom je een visionair als Steve Jobs nodig hebt: van wifi tot multitouch0:44:44 Zes jaar bouwen aan het museum: van garage tot Think Different-tunnel0:57:28 70% buitenlandse bezoekers en het emotionele bezoek van iJustine1:03:32 Luistervraag van Wouter van Hoorn: komt er ooit een echte Apple 1?1:07:47 De Lisa die Apple met bulldozers liet vernietigen Genoemd in deze aflevering Apple Museum, het museum van Ed Bindels in Utrecht Amac, grootste Apple-reseller van Nederland HomeComputerMuseum, interactief computermuseum in Helmond iJustine, Amerikaanse tech-YouTuber die het museum bezocht Keep It Simple: The Early Design Years of Apple, boek van Hartmut Esslinger over zijn Apple-prototypes Marques Brownlee (MKBHD), tech-YouTuber die Randal graag in het museum zou zien Tips van de tafel Ed Bindels: Gebruik AI als schrijfhulp, maar redigeer altijd zelf. De eerste output is vaak “klinkbare onzin”; de winst zit erin dat je nooit met een blanco pagina begint.Randal Peelen: Plan meerdere bezoeken aan een goed museum. Hij liep er twee uur rond en denkt dat je na vier keer nog steeds nieuwe dingen ontdekt.Ed Bindels: Wil je lokaal AI draaien zonder de cloud? Een cluster van Mac Minis of Mac Studios blijkt daar stiekem verrassend goed in, dankzij de M-chip.See omnystudio.com/listener for privacy information.
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Jeremiah Jenson, vice president of North Amiercan channels at HPE In The Channel has gone deep on HPE Discover 2026 – from Justin McGarry’s walkthrough of the compute and AI infrastructure story, to Ben Fallon on the networking pivot and partner program overhaul, to front-line perspectives from Canadian partners CompuGen, Powerland, and Long View. Today, we’re closing the arc with HPE vice president of North America channel and partner ecosystem Jeremiah Jenson, recorded on the final afternoon of the show. Jenson says the temperature on the floor is “white hot,” driven by the clarity of the message and the proof points HPE brought to partners this year. The 30-day quote validity and expanded credit terms – announced at Partner Growth Summit – got what he called the strongest reaction in the room, and he credits Canadian partners specifically as “by no means the quietest voice in the room” in making that change happen. On networking, Jenson says he’s reset targets higher for data center networking and wants the Canadian channel to lead the charge. He points to partners historically from the Juniper and Aruba sides now expanding into HPE’s Private Cloud AI business, and to data center partners adopting Marvis and the data center networking stack to take share from Cisco. He also walks through what he calls the “great VM reset” – HPE’s push around Morpheus Enterprise and VME as alternatives for partners and customers facing Broadcom’s VMware changes – and sets an aggressive target for North American partners to lead globally on VME certifications. On the Canadian front, Jenson highlights conversations around provincial government opportunity and data sovereignty as distinct from the broader North American channel, and offers a direct message to partners: stop worrying about what HPE used to be, and start picking a clear point of view on where the portfolio fits your customer base. Read Full Transcript Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. Since HPE Discover 2026, we’ve been all over the subject. You’ve heard from HPE’s Justin McGarry on the compute and AI infrastructure story, from Fallon McCarthy on the networking pivot and partner program changes, and from three Canadian partners, Compugen, Powerland and Long View, on what HPE’s strategy looks like from the front lines of the Canadian channel. Today we close the arc as we sit down once again with HPE’s Vice President of North American Channel and Partner Ecosystems, Jeremiah Jenson. It’s a conversation that takes the temperature of the show floor after three days of partner meetings, looks at where the biggest margin opportunities actually are for partners, and asks what one thing Canadian partners should stop doing and start doing as they head into the second half of 2026. Let’s get right into it. My chat with Jeremiah Jenson. Interview: Robert Dutt: Jeremiah, thanks for taking the time. Once again, good to catch up with you. Jeremiah Jenson: Yeah, great to see you, Rob. Thanks. It’s Wednesday afternoon at Discover as we sit down, and the good news is you’re still standing. That’s a win in its own right at this point. You’ve now sat in a lot of rooms with partners who have heard the full story that we talked about in the previous podcast we did together. I’m curious your thought on the temperature, the reaction, what’s landing differently in the conference room than it did on the keynote stage, that kind of thing. Jeremiah Jenson: I mean, the temperature is phenomenal. There’s so much excitement about… There were a lot of announcements this week, but the clarity of message, while I say it this way, we’ve packed a full month into this week, but the clarity of that message and how it’s being very clearly communicated, clear opportunity for partners to go execute on and take advantage of that very real opportunity that we have right in front of us. So I think it’s landing really well from a temperature standpoint. I mean, white hot, I mean, there’s just a tremendous amount of excitement. Robert Dutt: I want to start with a thing that I felt got one of the strongest reactions on Monday, the 30-day validity terms announced. Now the partners have a few days to process that, as well as the quote-to-cash stuff and the expanded credit terms. Is it changing the feel of the deal conversation or is it still a, you know, we have to see it roll out before it does? Jeremiah Jenson: I think it changes the feel. It did get a very strong reaction. It got the strongest reaction in the room. I think one thing that it says, it’s a very clear proof point about how we’re very in tune with the market. We know that it’s been a very difficult situation with what’s going on in the industry with rising commodity costs and things along those lines. And it’s a very clear proof point around how we’re listening to our customers, how we’re listening to our partners, and changing how we can help support them through this time. So I don’t think it’s a wait and see. We have a very clear proven track record of building and earning trust with our channel community. And now we’re executing. So we are what, two and a half days later, a day and a half later, and executing. Robert Dutt: On Monday, on the podcast we ran Monday, you asked partners to go one more mile to consider bringing, you know, one more HPE product line to their customers. Three days later, are you seeing an appetite for that? And that was certainly also a theme throughout the event is the idea of cross-selling and representing more of the portfolio. But I’m curious what you’ve seen in terms of appetite for that, or is it still a heavy lift in a situation where a lot of partners are trying to go deeper and do better in single areas? Jeremiah Jenson: Yeah. So a little bit more about that for your listeners and for those of you who have not met personally, I use the one more mile thing. I’m known as long distance runner. It’s my hobby. It’s something that I’m passionate about and I’m happy to get distracted talking about. But the analogy lands really well. Can we just do one more? And again, back to how clear the message has been, how clear the opportunity is right in front of us. And we are seeing partners adopt that cross-sell motion, but it’s also beyond just cross-sell or upsell or something along those lines. It’s a very clear opportunity to help them grow their business. It’s not just, okay, would you like fries with that? It’s you’re really good in the data center. Now you have a data center networking opportunity that not only can you take that to your existing customer, but you can build your business around that expanded opportunity that we now offer you. And that is very real. So love for you to run another mile with us. We had our inaugural 10K run this week as well. But at the same time, we want to help you grow your business in yet another direction. Robert Dutt: What’s the signal it tells you that partners are buying into that and are succeeding in expanding beyond? Whether it’s adding networking, if they’re a traditional compute and storage house or whatever that expansion is. Jeremiah Jenson: We see a very clear signal, a very strong signal in how partners are adopting the Partner Ready Vantage Triple Platinum Plus framework. We are seeing partners move up that stack and across the portfolio in a very meaningful way. That is a very clear proof point, not only in the opportunity in the market, but how we’re supporting partners to take advantage of that opportunity. Robert Dutt: And that’s Triple Platinum Plus is a big ask. There’s a lot behind it, but it sounds like there’s some real momentum too. Jeremiah Jenson: There is real momentum. It is a big ask because there’s a lot of very real dollars, but I would also say don’t get consumed with, “Oh my God, I’ve got to get to Triple Platinum Plus.” The framework around how that program lands around the different centers is very attainable to help you grow. Again, back to the mile analogy, one more mile at a time. No one goes from running a 5K to a marathon. We’d love to help get you there. And at the same time, let’s go through the right training, the right enablement, and the right support process to get you there. Robert Dutt: All right. What’s the conversation you’ve had this week that surprised you? Not the one that you expected you have, but the one that partners are bringing to you that maybe caught you a bit off guard or just weren’t expecting to be as big a focus as it has been. Jeremiah Jenson: Yeah, I mean, networking is front and center. I don’t know that I want to say that I was surprised by that, but I will say the energy and excitement around networking, HPE networking, how the progress we have made over the last year has just been absolutely phenomenal. So that’s first and front and center. And it really starts with how we’re integrating and accelerating our efforts there. Another thing that I would say that is really just an equal amount of excitement is the Great VM Reset. So some of the announcements we’ve made around Morpheus Enterprise, VME, how we’re working with partners to take advantage of the Great VM Reset. Look, no one’s looking for a greater expense. So the 90% cost savings opportunity that’s out there, there’s just a lot of momentum in a couple of these very, very strategic areas. And to put a finer point on it, sometimes historically, you get through the base of the business and then you try and work into some strategic areas. We are starting from the strategic areas. We’re starting from networking. We’re starting from Morpheus Enterprise and VME. We’re starting from storage and then bringing the rest of the very strong pieces of the portfolio along with us. Robert Dutt: Canadian partners are a specific cohort and usually aren’t terribly shy about sharing their opinions on things. I’m curious what you’re hearing from the Canadian contingent that feels distinct from the broader North American channel. In terms of data sovereignty, in terms of market relevance, those kinds of things. Jeremiah Jenson: Yeah, I mean, I’d love to meet a shy Canadian partner first and foremost. I mean, they have a very clear voice and a very clear, passionate point of view around what is important to the Canadian market. So certainly there’s data sovereignty. Data sovereignty is really important to them, but then there’s also other pieces around what’s going on with things like provincial governments. I’ve had a number of conversations around what’s going on with what I will call broadly the public sector space in Canada. We had a very deep conversation around provincial business and how we can work together with partners to help capture that. And that was very distinct and a very, well, certainly a new opportunity and an area for us to grow, but also had a very clear point of view that comes from a Canadian perspective. And then of course, there’s data sovereignty. There’s the requirements of how Canadian partners are helping Canadian customers. And I always love the Canadian cohort, just their passion, their commitment to their country and to their business, and the fact that doing business locally is important. And that’s where, just from my standpoint, they have a level of intimacy with their customers that I could never… We as HPE don’t intend to and don’t want to replace. We simply want to help and accelerate that because they have a level of knowledge that I will never understand. Robert Dutt: Fidelma Russo framed the enterprise AI shift this morning as moving from pilots to production systems. For a partner listening to this, what does the unlock look like practically and what do they need to get ready for? Jeremiah Jenson: I mean, the AI phenomenon isn’t a future opportunity. It is here right now. I’ve said that a couple of times. It is here now. So it’s not pilots. It’s how are we helping them just accelerate that with customers? And I say the word accelerate a lot, but to make it a little bit more real, what I would ask Canadian partners to do to get ready for is frame a point of view. AI is a very broad, amorphous topic. Agentic AI is very real, but there are pieces of this phenomenon that partners should have a clear point of view on, whether that’s getting the data structure in the exact right place, whether that’s the security angle and what we’re doing to help with our software components around security for AI, or whether that’s what we’re doing around agentic AI and having the right governance and control. But it all starts with what is the customer business problem that we’re trying to solve and then working backwards from that and how we enable the partner to help solve that business problem. But it’s incumbent upon the partner to have a very clear point of view. And we will underpin that and enable that with our programs, with our technology and with our capability in partnership with them. Robert Dutt: Similar idea, but from a partner financials point of view, where do you see the biggest actual margin opportunities for partners in the AI and the agentic AI shift right now and into the near future? Jeremiah Jenson: I mean, directly the largest margin opportunity is in the services aspect. So partners that have a very mature or have built out a services practice, whether that’s professional services or whether that’s managed services practice customers are looking for a partner who can help them make that requirement to insert AI into their business. They’re looking for them to help that become a reality. So that’s the first part. So we’ve got a number of capabilities, whether that’s partner branded services or things along those lines, but services is always the most profitable piece of the business. Beneath that, I think it’s really important for partners to understand where is their business, where is their business, who is their customer base and what are they looking for and whether that’s our networking business, whether that’s our cloud business or whether that’s our AI business. So we have award winning programs to support that. We’ve announced a number of new things, whether that’s NBO in the new business competitive takeout in the storage space, NBO for compute. There’s new business opportunity compensation on the networking side. So there’s a number of different places and it’ll depend on the partner’s business, but there’s a fantastic margin opportunity across the portfolio. Robert Dutt: There’s a lot of aggressive actions going on here. In terms of you’ve got a Cisco displacement opportunity, you’ve got the VMware migration opportunity, you’ve got some of the things you point out. I’m just, I guess I’m curious how you’re prioritizing those competitive opportunities within the channel and for a partner with limited bandwidth, where would you suggest they focus? Jeremiah Jenson: Yeah, I mean, I think it’s a difficult question to ask and the reason it’s difficult to ask or it’s difficult to answer is because every partner has a different go to market and has a different strategy. We, I wouldn’t prioritize any one area above the other because there are networking partners that have, I’ll give you a couple of examples and proof points. There are networking partners that have come to us from the Juniper side or from the Aruba side, what we now call HPE networking. That are now expanding directly into our PC AI business. I had a meeting this afternoon with a very sizable partner who historically has been from the networking side of the business that saw an opportunity to expand their business into our AI business and they’re leading with PC AI as an example. We see other partners who have historically been very strong data center partners and see an opportunity from networking and have are very strongly adopting our Marvis solutions and our data center networking solutions and are bringing that to their customer base and using that to take new market share with Cisco. So what I would say is partners have chosen a very strong point of view. They understand their customer base and they’re expanding with our portfolio to very strategic adjacent areas. Robert Dutt: I sat down with Brad Shapiro a little while ago from the HPEFS side of things and got the view of how things are going and what kind of struck me about that conversation was the way that they’re getting closer with the business units and being able to sort of better present the whole thing. I’m curious how you’re viewing financial services in the channel org and the opportunity there to remove friction, to make deals easier to do all the things that they’re going to. Jeremiah Jenson: Yeah. HPEFS is a strategic weapon and a strategic enabler of the business. Full stop. What they’ve done with that 90, there’s a current initiative called the 99 promotion that they have around how they’re helping customers overcome some of the financial hurdles to get to a full modernized hybrid IT infrastructure. And so their integration and the just interlock between the different business units to help unlock that opportunity for customers. It was very clearly an opportunity is very clearly a situation where we saw an inhibitor of the business HPEFS as a strategic partner to us to help unlock that opportunity. And I would just use that as an opportunity to say how leaders such as Brad Shapiro or any other leader of any other business unit are working together to solve for customer problems and help them get to where they need to go. It’s just a very clear proof point. So that 99 for your partners out there, have a look at that 99 opportunity and how we can bring that to customers sooner rather than later. Don’t use it as a diving catch. Get it in sooner. Make it a part of what you do day in and day out. Robert Dutt: By the time this episode airs, listeners will have heard from three Canadian partners that I talk to this week, Compugen, Powerland, Long View. Without knowing what they told me, what’s the one thing that you’d hope that they’re telling me about how they’re working with HPE right now? And maybe one thing you worry they might have said. Jeremiah Jenson: Well, I don’t know that I worry about anything that they would have said. Those are all very strong Canadian partners. They’re all very strong HPE partners, Hewlett Packard Enterprise partners. And we’re excited about our growth plan with each of them. They are all leading in different areas. So from a Powerland standpoint, I suspect there’s probably a conversation around GreenLake and how they’re taking GreenLake a little bit more broadly. They have headed back to what I said earlier. That is a partner that has a very clear point of view with their customer base and how they are using some of our more strategic pieces of the portfolio to really drive a strong customer outcome. You mentioned Compugen. Compugen love what they’re doing in Toronto and more broadly and how we’re working together with them to really… That’s a partner we really listen to in terms of what they’re seeing from a market standpoint, from a pricing standpoint, and how we can execute faster. And so they’ve been very tight with us in terms of how we need to frame some of our policies and how we need to accelerate based on real world customer feedback and work from there. And then from a Long View standpoint, I sat down with Dave this week. Great man. Love to see what they’re doing and how they are expanding their business across the portfolio. They’ve got a very strong, again, very strong clear point of view, what we want to do around storage and networking especially. And so again, they’ve understood the pieces of the portfolio that are very relevant to their customers. And we were just very explicit about what we are going to do together to help grow that piece of the business. So that’s what I… If you can learn from those three partners, if nothing else, have a very clear point of view. Robert Dutt: All right. One of the things that Canadian partners always raise is the issue of data sovereignty. The sense that being north of the border means different rules, different customer expectations, sometimes different product availability. Where does that show up in your priorities in the channel org in the second half of the year? Jeremiah Jenson: Well, I guess I would frame my answer this way. The rules are different. And that’s where Canadian partners are so valuable, not only to me, but to the broader Hewlett Packard enterprise. Though the partners that are in that market have a depth of understanding and a depth of knowledge of those requirements and are really helping to put the right, whether that’s, I want to say solutions, a word that is too often used, but at the end of the day, they are solving business problems around those requirements. You know, data sovereignty, product availability, what level of service is offered based on whether that’s location geography, whether that’s in the provincial government or whether that’s in a commercial customer, they have an understanding. And I think that that’s the piece that is so valuable about the channel is they have a level of understanding and a way to work with us to help satisfy the customer. So I’m hearing a lot about data sovereignty. I’m hearing a lot about pricing requirements and things along those lines. I mean, let’s be honest, some of the feedback that we heard from Canada was some of the loudest feedback that we heard in terms of, and that helped us make the change that we did around 30-day quote validity. So we made some very specific changes and Canadians were by no means the quietest voice in the room. And, you know, we’ve mentioned some people here today that were very clear in their escalations and what they needed to service their customers. Robert Dutt: All right. If you’re a Canadian partner listening to this, you know, what’s one thing that you’d like them to stop doing and one thing they should start doing? Degree of difficulty. The answers are not selling the other guys and selling HP. Jeremiah Jenson: No, yeah. You know, I don’t ever have the ask of stop selling the other guys. At the end of the day, we have the right products. We have the right program. And we are going to earn our place based on our channel heritage, based on our predictability and based on the trust we will earn. So I have a tremendous amount of confidence that when we work with channel partners, we will win based on our predictability, based on our trust, based on the quality of products and programs that we put in market. So I don’t have that ask of partners. We are going to earn our place very intentionally. So my ask of them, the one thing to do is, I say it a lot, but pick a point of view. There is a place in this portfolio where we can help one another and help your customer produce the business outcome that they want. Let’s identify what are those one or two things that we can do together to help go that extra mile. How can we run one more mile together? That’s my ask. The other piece that I would ask is to what not to do is, I think the past helps frame where we want to go, but we don’t have to worry about what used to be. We don’t have to worry about what used to be with HPE or going all the way back to HPE or to Compaq or things along those lines. I’ve been back at HPE for a year now and the past helps frame where we want to go. So my what not to do is we don’t have to worry about what used to be. What we do want to help do is where are we going. So that’s the way I would say that is it’s a new day. We are on the front foot. We are very aggressive about where we’re going and what we’re going to do. And come join us. Robert Dutt: Let’s talk about that future a little bit. Where do you want the HPE channel to be on January 1, 2027 that it is today? What are you kind of focused on for the back half of the year? Jeremiah Jenson: A back half of the year, just to be, if you will, a little bit more point in time. I have some very clear goals around our networking business and to make that a little bit more real, the data center networking business, our wireless business, our campus and branch business is performing very well. Our data center networking business is also performing very, very well. And so I’ve reset some targets higher than they were around our data center networking business. So I have some very high expectations around data center networking. So I would love the Canadian channel to lead that charge from a data center networking standpoint. Also our hybrid cloud business. So we have very clear expectations around VME certifications and things along those lines because customers are demanding a different level of outcome from their virtualized environments. I mean, let’s be honest, no one is looking for more Broadcom in their business today. There isn’t customers saying, I’d like some more of that. I want to be treated more like that. And we have a very clear solution. And so we’re looking at VME certifications and you see how we’ve put out the virtualization competency and then we’re helping partners use VME for IT so that they can drink their own champagne. So I want Canadian partners and I want North America to lead the way globally around VME certifications. So I have some very high expectations around our hybrid cloud business. That also extends to our storage business. Our storage business is growing at triple digits. It’s phenomenal with what we’re seeing there. And so storage is another piece. And then by no means last, but the third thing I would say is I have very clear goals around co-selling, what we call co-selling. How are we bringing the HPE Salesforce, which is a very different sales force now. It’s a growing sales force. It’s one, Phil Mottram, our chief revenue officer, is making investments in North America sales. How do we get our sales teams together with our partner sales teams and again, go to a new customer, a new opportunity, go take that extra mile? So it’s those three things. Robert Dutt: All right. Similar idea, but waking up January 1st of next year, what will be the metric or two that would tell you that Discover 2026 was a turning point for some of these important changes that you see coming? Jeremiah Jenson: Yeah. What’s interesting is just the conversation has at Discover or some of these sort of events, you always kind of start with the base of the business, the core of the business, and then you expand the conversation to some of the strategic areas. This year is very different in that we are working from the networking, the hybrid cloud pieces of the business, the software pieces of the business, and that has been the conversation all week, and it’s been really exciting to see. So waking up January 1, knowing that it’s real, we will have surpassed the raised expectations that I had around the networking business. We will have surpassed our expectations around hybrid cloud, Morpheus Enterprise, and storage. And then I also want to see us look at very strongly how do we accelerate our compute business, our AI business? That is, we’re producing very real customer outcomes. How do we take that to the rest of the market that hasn’t yet taken the first step around AI? So that’s the third thing I would put in there. Robert Dutt: Okay. Not so much a strategy question as a human one, but what’s one moment from this week that you’re going to, you think you’re going to remember six months from now? Jeremiah Jenson: Six months from now, what’s a moment? I will certainly remember the 30-day quote announcement. Six months from now, that’s more of a human moment. Also, I mean, just the connections that we’ve had, you know, as much as that’s maybe a straightforward answer, one thing my boss and I did, we had a, I mentioned running earlier, we had a 10K run for the first time that kind of came up as a thing. We had some Canadians join us. It became an international event. We had a South African that was there. We had a couple people from the UK. It just kind of organically grew, and it’s nice to see people really come together. That has been really nice. One other thing, you know, six months from now, the World Cup is ongoing right now. So just to call that out, it’s the first time I believe I don’t have the history that the rest of the world does with the World Cup. But just to see that happen and how that’s brought together, the fact that it’s in North America, and you can have some of those ancillary conversations and really frame some lasting bonds around some of that. You know, the tie for Spain or things along those lines. There have been things like that, and those common experiences that we have together are helping us build strong bonds from which we can grow the business. Robert Dutt: Working for HP, are you contractually required to be a fan of the Argentine? Jeremiah Jenson: I am not. I’m not contractually obligated. I personally, I love a good international competition, whether that’s the World Baseball Classic, the Olympics, the hockey, instead of doing the All-Star Game, you know, what they did with the Tournament of Four, this last. I love that sort of stuff. I’m not an Argent as much as Antonio might be upset about that. Nothing against Messi. I’m sure he’s a phenomenal player. At the end of the day, I’m an American. I’m going to cheer for the United States. But I also back the pack. So when it comes down to it, it’s going to be a, I’m going to cheer for the North America side of things, whoever that may be. Robert Dutt: There you go. Last one for me. When we talk next, whether that’s at Discover Next Year, hopefully sometime ahead of that, what do you hope we’re talking about? Jeremiah Jenson: I mean, I hope we talk about how we’re seeing compounded growth. We’re seeing acceleration in the business across the portfolio now. I hope we’re talking about how we compound that. How do we, you know, it’s, you know, growing at the pace that we’re growing to continue to that growth on a larger number would drive compounded growth. So I would love to see the pace, the percentage at which we’re growing be continued. I’d love to have that conversation next year. And we’re going to do that with partners. Robert Dutt: Good answer. And I don’t know how many partners are going to turn their nose up at the idea of compounding growth. So I think who wouldn’t love that end there. Good. Awesome. I appreciate your taking the time once again, safe journeys home. And thanks for thanks for helping us out so much running the channel over the last, the last couple of weeks. Jeremiah Jenson: You bet. Rob, thanks. Always good to talk to you. Show outro: There you have it, Jeremiah Jenson from HPE. I’d like to thank Jeremiah for making the time at the end of what was a very long week in Las Vegas and the candor he brought to the conversation that could easily have stayed at the level of talking points. A few things I’d like to take away from this one. First, the energy around networking isn’t just keynote rhetoric. Jenson is resetting targets higher for data center networking specifically, and he’s looking to the Canadian channel to lead part of that charge. Second, the 30-day quote validity landed because partners were loud about it, and Canadian partners were among the loudest. That matters. And third, the through line of this whole arc from HPE Discover is that the company is trying to shift from a base of the business story to a strategic front foot story. Networking, hybrid cloud and the VMware reset aren’t afterthoughts anymore. They’re the opening argument. If you’re just catching up on the full series, you can find all of our coverage from HPE Discover 2026 waiting for you on the In The Channel feed, partner interviews, product deep dives and day-to-day dispatches on The Buzz. Thanks for listening. You can find the podcast on Apple Podcasts, Spotify, YouTube, most other podcast directories. If you like what you hear, a rating or review goes a long way to helping other Canadian IT professionals find this channel. Until next time, I’m Robert Dutt for ChannelBuzz.ca and I’ll see you in the channel.
What Am I Here 4? A Cappella: We got some straight Corey vocals to inject into your veins and can do some in the moment remixes and compare the song to "Sultans of Swing" by Dire Straits.Convention Appearances: We have some clips of Corey at a recent Fan Expo boring people with stories about his music.Jamie Kennedy Interview: We watch the last third of the Corey Feldman appearance on Jamie Kennedy's podcast and this one focuses on conspiracies, demon worshipping and of course, Corey's music.COREY FELDMAN!, SHOW STOPPER!, LET'S JUST TALK!, DON CHEADLE!, BOOGIE NIGHTS!, JIM AND THEM IS POP CULTURE!, COREY FELDMAN SHOW!, REAL ONES!, PO BOX!, XP!, HP!, MANA!, HADRON COLLIDER!, CERN!, TIME IS SLOW AGAIN!, EPIC GEAR!, TAYLOR SWIFT!, TRAVIS KELCE!, ADAM SANDLER!, OPERA MAN!, THE 3 ADAM SANDLERS!, A CAPPELLA!, BEAT!, REMIX!, WHAT AM I HERE 4?!, COREY FELDMAN SONG!, CYPHER!, SOUNDS OF HELL!, DIRE STRAITS!, SULTANS OF SWING!, BORING!, RAMBLING!, GUITAR SOLO!, CHORD PROGRESSION!, RIFF!, SOLO!, INDIANA!, CALLERS!, 4 YEAR ANNIVERSARY VIDEO!, FAVORITE!, SCARY MOVIE!, K-POP DEMON HUNTERS!, PARODY!, CONVENTION APPEARANCES!, GOONIES!, MUSIC!, EMPTY!, FAIREST!, SINGLE!, COREY SOUND!, STAND BY ME!, EAR!, CONSPIRACIES!, EPSTEIN!, PIZZAGATE!, HOLLYWOOD!, DEMONIC!, BAAL!, JAMIE KENNEDY!, DEEP TRUTHERS!, BAAL HANG OUT!, RETRO ROCK!, 22 FOR 4!, EVOLUTION!,You can find the videos from this episode at our Discord RIGHT HERE!
What if the part you approved in five minutes ends up costing your company ten million dollars down the line? What you'll learn… (00:12) Why the Bill of Materials is quietly one of the biggest risk factors in electronics engineering (02:23) Eric Rimkeit's path from semiconductor procurement to HP commodity management to SupplyFrame (03:15) Ryan Chan's 20 years in supply chain strategy — and how SupplyFrame joined Siemens (04:24) A day in the life of an engineer buried under vintage charts, build checkpoints, and redesign requests (09:06) The real cost curve of a bad part: $1,000 to swap it on paper vs. $10 million once it's in the field (16:24) Why engineering and procurement don't talk — and who ends up "picking up the tab" (20:29) The unauthorized-parts-swap story from an overseas contract manufacturer (22:46) The lead-fishing-weight-and-ivy stunt Eric used to shake a team out of denial (29:43) Real results: 14,000 engineering hours saved a month, and $14 million recovered on tail-end parts (38:20) The three AI shifts reshaping BOM analysis: AI fabric, AI as a design partner, and agentic automation (43:40) The crawl-walk-run approach to actually getting a resiliency program off the ground More about the episode… In this episode of the Printed Circuit Podcast, host Steph Chavez sits down with Eric Rimkeit, Director of Marketing at SupplyFrame, and Ryan Chan, Vice President of Solutions Consulting at SupplyFrame — a Siemens company focused on Bill of Materials risk. Eric spent his career in procurement, from a semiconductor fab through commodity management at HP; Ryan spent two decades guiding companies through supply chain strategy before joining SupplyFrame. The conversation traces what happens when a design gets released without accounting for what's coming downstream: part proliferation, geopolitical disruption, tariffs, and shifting compliance standards that can turn a thousand-dollar swap into a ten-million-dollar redesign. Eric and Ryan unpack why engineering and procurement talk past each other, and share real stories — from an unauthorized parts swap caught on a factory floor to a homemade stunt involving a lead fishing weight and fake ivy — that show what's at stake when teams don't share visibility into risk. They close on where AI is headed next: not replacing engineers, but becoming a design partner that folds supply chain context directly into part selection. Connect with Steph Chavez: LinkedIn Website Connect with Eric Rimkeit: LinkedIn Supplyframe Website Connect with Ryan Chan: LinkedIn
出演者:藤原鞠菜 配信ペース:隔週火曜日 番組時間:平均40分 ——————————————————————— <各テーマ紹介>配信されるテーマは回によって異なります。 「ふつおた」・・・何でもありのお便りコーナー。投稿は毎日募集中!!!!! 「歴史秘話ウィステリア」・・・サークル曲の裏話など。 「まりにゃのこれな~んだ?」・・・音当てクイズ。 「まりにゃのオススメ」・・・オススメ商品をご紹介。 「はじおと」・・・「音楽」×「初めて」に関して語るコーナー。 (初めて買ったCD、初めて心を動かされた音楽、初めてカラオケで歌った曲等。) 「これかた」・・・テーマを決めて語る割とフリーダムなコーナー。 (テーマや語ってみた投稿募集中。) 「答えて、まりにゃ」・・・まりにゃへの質問募集中。 「トレンドなう」・・・収録時に開いたTwitterのリアルタイムトレンドについてコメント。 「まりにゃのTOP5」・・・思いついたら勝手にランキング。 「まりにゃのドキドキ質問箱」…twitter投稿になります。( https://peing.net/marinya_) 「みんなの答え合わせ」…twitterで出題するアンケートの結果報告。みんなに聞きたいこと募集中。 ——————————————————————— ——————————————————————— ■CD新作・出演告知など■ ★Wisteria Magic通販サイト「うぃすましょっぷ」★ wismashop.booth.pm/ 新作も旧作も全て送料込み! ★イオシスショップ様にて一部旧作を委託販売中!★ www.iosysshop.com/SHOP/list.php?Search=wisteria ★しがないレコーズのyoutube「しがない5分ショー」に出演してます。 藤原鞠菜は木曜日担当です。 https://www.youtube.com/channel/UCA_FmkoMu24R_6o3m3_Ulqg —– —– —– —– —– —– —– —– —– —– —– —– —– —– —– —– ・の〜すとらいく様の18禁PCゲーム 「女装百合畑/Trap Yuri Garden」にて、主題歌「優雅にヒロイン宣言」を担当させて頂きました。 ・TinklePosition様の18禁PCゲーム 「お兄ちゃん、朝までずっとギュッてして!夜までもっとエッチして!」 にて女未こはくちゃん(三女)のED曲担当させて頂きました。 ・TinklePosition様の18禁PCゲーム 「お兄ちゃん、朝までずっとギュッてして!」 にて女未こはくちゃん(三女)のED曲を担当させて頂きました。 —– —– —– —– —– —– —– —– —– —– —– —– —– —– —– —– ——————————————————————— この番組は音楽サークルWisteria Magicがお届けする番組です。 藤原鞠菜やサークルの過去または最新の活動内容につきましては 以下をチェックしてくださると嬉しいです♪ ・藤原鞠菜のTwitter( twitter.com/marinya_ ) ・藤原鞠菜のHP「ふじわらんど」( fujimari.com/ ) ・磯村カイのTwitter( twitter.com/isomurakai ) ・磯村カイのHP「TONAKAI soundworks」( https://soundworks.tonakaii.com/ ) 藤原鞠菜への贈り物の宛先 〒107-0052 東京都港区赤坂4-9-25 新東洋赤坂ビル10F レイズイン アカデミー気付 藤原鞠菜宛 VOICEVOX:ずんだもん VOICEVOX:四国めたんWisteria Magic
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Curtis Dery, executive vice president at Xerox IT Solutions Canada Curtis Dery, executive vice president at Xerox IT Solutions Canada (doing business as Powerland), has been living the HPE GreenLake story since before most Canadian partners knew what as-a-service infrastructure meant. At HPE Discover 2026, he joined In The Channel to talk about what this week’s announcements look like from the practitioner’s desk. Dery’s team won HPE’s Canada GreenLake Partner of the Year in 2022 and has kept the streak going, but he’s clear that the barrier to adoption was never the technology. “Customers are facing constraints financially,” he says, citing tariffs and geopolitical pressure. That’s why he sees the 90/9 financing offer and 150% credit line expansion as genuine deal-closing tools. “It helps open more doors and close deals even sooner.” He also sees the channel-only expansion of Private Cloud and Zerto as a deliberate strategy his team was ready for, thanks to deep ties with HPE’s advisory councils. The real differentiator, he says, is operationalizing customer processes so they can move from 20-30 projects a year to 50-70. Where Dery gets animated is AI. He calls the current moment “the most exciting time in any of our careers” and describes AI as a “digital goldmine.” His team runs internal hackathons to build reps with large language models, work that has already helped Powerland close four of the largest infrastructure deals in the world – all out of Winnipeg. But he’s also blunt about tokenomics: “The burn is real.” On sovereignty, Dery points to the Anthropic government oversight incident as validation for private AI. “If I’m a customer and I’m all in on that model, what would happen?” He sees HPE’s network optimization and Private Cloud AI stack as the hedge. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor at ChannelBuzz.ca and your host for the show. We’ve been on a bit of an unscheduled hiatus, but we’re back. We’re going to get back into the swing of things right now, and we’re going to start that off by finishing our coverage of this year’s HPE Discover 2026. Today’s guest is Curtis Dery, executive vice president at Xerox IT Solutions Canada, which most of the channel still knows as Powerland. Curtis is based in Winnipeg. His team covers the country. He’s been living the HPE GreenLake story since before most Canadian partners knew what as-a-service infrastructure meant. His team won HPE Canada’s GreenLake Partner of the Year back in 2022 and has kept that streak alive. They were the first partner to sell a GreenLake deal in Canada, the first to sell VM Essentials, and the first to sell a cyber vault. But Curtis isn’t just a sales exec. He’s genuinely hands-on with emerging technology, running internal AI hackathons with his team, and has a perspective on the announcements from Discover that come from actually closing the deals, not just reading the press releases. He joined me on site at Discover to talk about what the new financing tools, the channel-only expansion, and the AI story mean for partners on the ground. Let’s get right into it. My chat with Curtis Dery. Robert Dutt: Curtis, thanks for taking the time. I appreciate it. Curtis Dery: Absolutely. Thanks for having me. Robert Dutt: Before we get into this week, I have to acknowledge – just having been in this industry a while, you’ve got Xerox and what is formerly HP at a conference here. Slightly unexpected combination on the surface. Most people’s mental model of Xerox is still copiers, but you were running Powerland as one of the leading HPE infrastructure providers in Canada long before that. What does the Xerox relationship mean in practice for the IT business? Has it changed how you go to market with HPE, or does Powerland essentially operate in its own lane? Curtis Dery: You know what, that’s a great question. The way the market’s changing, the industry is changing, businesses are needing to change. That was the reason why Xerox looked at acquiring us – to help go through the realignment and the changes that they’re making as a business. Obviously, from a print perspective, looking at the industry challenges it was going through through COVID and post-COVID and just the market shift around that, having a focus around infrastructure and technology and driving those outcomes with our customers helped them amplify the customer base that they have across North America. Robert Dutt: You were doing GreenLake before a lot of Canadian partners knew what it was. You won the Canadian GreenLake Partner of the Year back in ’22, closing deals in the as-a-service model when it was still a pretty hard sell to customers used to buying it outright. Now HPE’s on stage talking about 90/9 financing and offering 150% expansion of credit lines. For someone who’s been engineering these deals since the beginning, what do these tools mean specifically? Do they change what’s possible for you, or are you already doing – you already have your system set up and ready to go? Curtis Dery: Yeah, I mean, being fortunate to be a little bit on the front edge of GreenLake, we’re fortunate to be Partner of the Year four years in a row, and from a North American perspective, Partner of the Year to make it five. What that created was just validation that how we’re going to market and how we’re executing it is a little bit more uniquely than others, and how we’re prepared to understand the customer, the outcomes that they want, and wrap that around operationalizing it through a GreenLake model. Having flexibility in some of these announcements helps with the challenges that we’re all entering – some of it unknown, some of it shortages, all these changes, and then you wrap that around obviously the disruption of AI. So having these flexibilities of what they want to do around credit is definitely needed because customers are facing constraints financially – just with the cost of, from a geopolitical impact perspective, tariffs, all these things are real. So HP coming to the table with new offerings helps open more doors and close deals even sooner than expected sometimes. So we’re always looking at making sure, yes, we have a foundational core that we can execute on with a rinse and repeat with a proven track record, but always making sure we’re aligned with the changes that they’re making and making sure we’re enhancing our offering with them, a walk and step together. Robert Dutt: It feels like they’re acknowledging that one of the barriers to GreenLake adoption isn’t the technology, the concept, or anything like that. It’s the customer’s budget cycles. And it sounds like you’re saying that’s the right diagnosis from what you’re seeing in the Western Canada market. Curtis Dery: Yeah, and I think also people sometimes think it has to be OpEx. There’s a balance that you can still capitalize GreenLake as well too, and then do a term top-up depending on the utilization they have, but also operationalizing it from a financial [perspective]. So that flexibility is still there. I just think sometimes that message isn’t out there at the street level. So that’s where our value comes in as a partner, right? To understand where that noise and friction is and remove the friction. Robert Dutt: Three products went to channel-only at Partner Growth Summit this week: Private Cloud, PC 3000, PC 1000, and Zerto. Last year it was VM Essentials. It seems like it’s clearly a deliberate expansion of that strategy. From where you sit with that infrastructure-heavy book of business, is channel-only a meaningful strategic signal for you, or is it about filling the gaps for customers who need DR and private cloud but haven’t had a clean vehicle to buy it through you? Curtis Dery: That’s a great question. I think, fortunate to have a strategic partnership with HP, we sold the first cyber vault in the country. And so same with VME, we sold the first in the country, and same with GreenLake. So there’s a theme there, right? Being so strategically aligned with them from executive level down to technical level, I’m on their advisory council from a GreenLake perspective. My pre-sales engineer is the ambassador on the GreenLake program. Because of that exposure, we get line of sight a little bit earlier. So then we’re already preparing on how we’re going to market to augment some of these announcements that they’re doing, and then wrapping around our own little secret sauce to that to be able to expedite the sales and making sure that we’re taking down the logos together. Robert Dutt: What is that secret sauce, in whatever depth you wish to share in this forum? Curtis Dery: Well, I think sometimes getting down to the nitty-gritty of what GreenLake really does, and that’s operationalizing the customer’s process to be able to allow them to be more agile within their own business. So instead of going to a traditional market and doing a traditional way of getting quotes, going to an RFP process, all those things take time, money, and energy. And when you do that, you then don’t have time to focus on the business to drive the outcomes you can do. Now, with our customers from a GreenLake perspective, that agility of being able to streamline that process – we have our customers that are able to go from 20 to 30 projects a year to now 50 to 70 projects a year. So then they get to see the benefits of how fast we can make their business move, get the outcomes that they want so they can start to accelerate further. Robert Dutt: You heard the partner branded services announcement this week. Curious what you thought of that and how it kind of maps with what you do in terms of, are you already running that services-led model, or are you looking for opportunities to have HP back you up but still go under your brand? Just curious how it hit. Curtis Dery: For us, it definitely hit. But yes, we also do it as well that way. But again, it’s the right tool at the right place at the right time. And sometimes we may need them, they may need us, or it’s an augmentation of both. And that’s the beauty that I love about HP is the investment to the channel, always staying aligned at the street level and making sure it’s very predictable on how you can make bets jointly with them. So it’s a flexibility thing. Robert Dutt: A hundred percent. Curious what’s driving the HP business for you right now. What’s kind of hitting, what are customers talking to you about, what’s driving it forward? I have to imagine AI is part of that. Curtis Dery: Yeah. And I think AI was a little bit of paralysis in the market, right? People were frozen of like, “What do I do? Where do I start? What type of technology? Do I go to a public LLM?” Or you hear this word, “sovereign,” and what does that mean? And I think the perfect storm is brewing. But the beauty is that HP has made the right investments, right? Acquisitions to now truly be ready for what the market is going to be hitting with right now. Which is, you look at the announcement of what happened with Anthropic last week. Government oversight, they said shut down that model. Well, if I’m a customer and I’m all in on that model, what would happen? And so this created that validation of why private sovereign AI with HP wrapping around customers’ data and giving them real hardened AI outcomes within their environment, and then choosing if they need to go into the public LLM. And so getting ready for that market condition is what’s going to drive success and velocity with HP in the market. Robert Dutt: Along with the idea of tokenomics, that idea of AI projects getting stuck in, and maybe hand-in-hand with tokenomics in fact, that idea of AI projects getting stalled out in the implementation or the proof-of-concept phase and not getting to full implementation is a theme that we’re hearing from HP and from just about any vendor who’s playing in the space this year. It seems to be one of the big catches. I’m curious how you’re seeing that reflected in your customer base, if they’re kind of getting to a point of doing POCs and then starting to discover, “Well, wait a second, this could get real expensive, real fast.” Curtis Dery: I’m 1000% [there]. Right? The burn is real. We have customers that knew that they have to start getting their battle scars and learning from the AI and understanding how does it work, how do we integrate it, how do we make sure there’s no hallucinating, how do we trust it, how do we do all these different things? My analogy I like to use is, at the end of the day, we all need refrigerators. But a lot of people probably don’t remember who invented the refrigerator. They just know they needed one, right? That’s the same with the public LLMs, right? You need the refrigerator when you need to go into it. What we do with our customers is show them how to take a Coke can and put it in the fridge and bring it out of the fridge. And so we help them navigate it so then tokenomics is not exposed as much, right? They can manage their cost, manage their environment, and choose where they want to put their data. I think the tokenomics is definitely a real thing and I think we’re going to find out significantly what that means in the next 120 days. Why? Because these companies are going IPO and you now know where the math is mathing, right? And so that’s going to show us a lot on what the true tokenomics looks like. Robert Dutt: You touched a little bit on the importance of sovereignty in customer discussions, but can you tell me a little bit more about how that’s showing up in terms of what customers are asking about and how you see that trending and evolving as an interest and a care about, both on the geopolitical front and, as you say, on an issue like Anthropic suddenly having to pull access to the latest model? Curtis Dery: Yeah, a thousand percent. I think when you hear the word sovereign, I always ask people, “What does that mean to you?” Because when you look at the World Economic Forum, for example, in February, what did they announce as the next pandemic, the cyber pandemic? Why? You’ve got scale of agents running everywhere. People don’t know what is a good agent or a bad agent, right? And if you look at the internet bandwidth since December till now, it’s increased over 12x of volume. Do you know how much traffic is now coming down? So now people are going to need to get prepared about how do you control your network, your data, your access, and sovereign that so that you’re secure so that if a bad day occurs, you don’t have the public exposure. And that’s why you hear from Antonio Neri and the focus around the network. How do you optimize that network? How do you secure that traffic and have the access to where you need to go and ensure that it can handle the scale? So that’s why this storm is brewing in front of all of us right now. Robert Dutt: Looking at your background, it’s clear that you’re not just selling infrastructure. You’re genuinely interested in AI and emerging technology. And it seems like you like to get pretty hands-on. As you’re at an event like this and you’re hearing the announcements and seeing what’s coming and what they’re talking about, what are you really excited to get your hands on and play with, and beyond that to actually get in front of your customers either now or down the road as it becomes more concrete? Curtis Dery: You know, I tell people this is probably the most exciting time in any of our careers because it’s the first time in any of our careers that it’s a level playing field, where it’s up to you to grab the baton of AI and understand how do you use it, apply it, and get the outcomes and innovation that you want to do with people. The tagline I like to use with my team internally is, we’re not underpinned by anyone anymore. We have the opportunity to dream, to build, and execute, and we can use AI technology to do that. And so I call it the digital goldmine. We get to go inside these LLMs and mine what we want out of that and be able to take advantage of what we can do with our customers. And that’s the one thing I enjoy the most is understanding, okay, what tools can I use, whether it’s from PCAI and apply our own private AI strategy around that. I’ve worked with a lot of advisory around a lot of the latest LLMs that are out there, but also some of these private ones like [Mistral AI] and understanding how it’s a puppet master to the public AI and how to optimize white space within a customer’s environment to show them where they have inefficiencies, profitability, when they can take the market in a different way. And that’s what AI does – allow customers to be agile, at edge, on time, and be able to really disrupt if they choose to. And I think it sounds a lot daunting for a lot of people, right, to understand how do I get proactive now with AI and not get disrupted by it, because you don’t know if you can wake up and all of a sudden your competitor is something that you didn’t expect. And so I think being able to just dive in and learn. A lot of people say, “Well, I don’t know much about AI.” None of us do. This is all the latest technology. So I tell people to speak to it, learn from it, and just start understanding how it works. So then at the end of the day, you can now augment it because it ain’t going away. If you think about from a generational perspective, we have kids that are going to be born in AI. They don’t even understand what that means. So it’s exciting times. And I tell people embrace it, because like I said, it’s the first time in history that nobody’s really walking in a room saying, “I got 10 years in AI.” Everyone’s like, “Hey, I’ve been working with it for six months. Cool.” Just like all of us. It’s how many people are putting in the reps with it. Robert Dutt: What are you pulling out of that goldmine so far at Powerland? What are you doing in terms of both – how’s AI changing both what you’re doing customer-facing, and internally your own operations and how you think about AI within the org? Curtis Dery: Yeah, absolutely. So I mean, we were fortunate being ahead of it from an AI perspective and understanding our domain strengths, using AI to be better prepared for our customers and think through strategies with them. And with that, we were able to build out blueprints where we were fortunate to close out four of the largest deals in the world with four different vendors out of a city called Winnipeg. And a lot of people came to me and said, “Curt, I don’t get it. We’re not doing this in New York, Toronto. You were doing this in Winnipeg. How are you doing this?” And I’m like, using AI to get better prepared to understand how do we simulate an environment to say, “This is the customer. What can we do to drive out these types of outcomes? And what does this look like from a strategy?” We get the blueprint and now we go and see the customer and go, “Does this make sense?” And they go, “Yes. Well, let’s go execute that with AI.” And so that’s the advantage that we get to do. And then from an internal perspective, I love having our own internal roundtable hackathons. What’s something we want to do? Throw it on the whiteboard. Everybody has their AI account and go, “Okay, how would you approach that?” So then our team is learning how to put those reps in to say, “Well, I would approach it this way.” And it’s a cool exercise to see how everyone thinks differently. And that’s the beauty about AI. We’re all going to prompt it differently. We’re all going to work with it differently and then take those unified approach of everyone’s pieces, put it together and go, “Okay, now we solve the puzzle together.” So I really enjoy the ability to be able to scale so rapidly with it. It’s an exciting time. I feel like we’re built for this era. Robert Dutt: And I’d imagine a lot of those ideas that are coming out in the internal hackathons are eventually going to find their way into what you’re doing with customers as well. So that’s a nice plus. Curtis Dery: Yeah, absolutely. Robert Dutt: As you point out, you’re in Winnipeg, presence across Western Canada. I’ve talked to a couple of other Canadian partners this week, and I’m getting this consistent theme that Canadian customers right now are in their moment – between sovereignty, between AI infrastructure refresh, between really starting to get AI in play rather than playing with AI. Does that map with what you’re hearing from your customers in the prairies and the West? And where do you see HPE fitting into that story for the balance of the year and beyond? Curtis Dery: Yeah, I think we touched on it lightly, right? The changes that happened with the government oversight last week, I think opened people’s eyes on what their approach is to public LLMs. And then also understanding costs, constraints, all these things that have been hitting our markets and hitting customers’ budgets and challenges. It’s a difficult time to be a CIO right now. When you’re sitting there and you have to protect them from a cybersecurity perspective, you have to have a future of understanding where AI fits into this, and never mind constraints around cost and all that stuff. It’s a tough time to be an executive for a business right now and understand how you can be profitable, scale all these things while you’re facing all these challenges in the market. So being prepared in Canada of how we’re going to our customers is understanding how to package what HP has done effectively well on the overall strategy around GreenLake and saying, “How do we now enter the customer and say, ‘You can now do on-demand AI in your environment predictably, cost-effectively, compliance and govern, and now you can choose how you want to scale that rapidly?'” I think finally, we’re starting to see that curve get around the corner where customers are jumping into wanting to do it this way. It’s just such a learning dynamic exercise right now, right? Because at first it was ChatGPT and then it was Grok and then it was Claude and it just kept going and going. People are not talking about the disruption that happened out of China too with their LLMs. So if you look at DeepSeek, Kimi and all these models, they’re doing exactly what Claude and these others can do at 75% cheaper. So when people start to realize, “Well, I can run that SDK natively inside my environment way cheaper than going to a public API Claude license,” people are going to look at that and go, “Oh, what makes sense now? Because the math ain’t math.” Robert Dutt: That theme is coming up in a lot of different places, isn’t it? Last one for me, whether it’s something we’ve already covered off or something else, what’s the one thing that’s really caught your attention here at Discover this week, the thing that you’re going to take back to the team and on Friday or Monday or whenever you’re first in there saying, “By the way, this is what I heard. This is what we got to get ready for.” Curtis Dery: Well, a few things. One is truly being prepared on the foundation of the network and understanding what does that mean to have an optimized AI network both internally and externally for the customer. I think there’s a high, high value in that. I learned that on the journey with cloud. Everybody wanted to go to cloud. Love the destination. Nobody talked about the highway to the cloud. Nobody talked about the cloud tax of egress coming out of there. So there’s a lot of lessons and best practices that came from the cloud journey that we can now reapply to the AI journey. So focusing on that is huge. And then understanding the intelligence layer and understanding [NVIDIA] Morpheus is an extremely powerful tool and understanding how does that fit into the entire reference architectural stack with PCAI and understanding how do we build on top of that. And that’s some of our secret sauce of what we’re doing, being able to do our own private SDK on top of PCAI so customers can truly control their own AI platform. And so that’s the focus that we’re going to do. And we’re super excited to get velocity going into Q4 with HP so that in 2027, I expect a big year. Robert Dutt: All right. Well, good luck on bringing that back to the team next week and good luck on that big year. And thanks again for taking the time on what I’m sure has been a very busy week. Curtis Dery: Absolutely. And I welcome the time and being able to share this conversation with you. So we look forward to doing it again. Robert Dutt: There you have it. Curtis Dery from Xerox IT Solutions Canada. I’d like to thank Curtis for his time. If you’re finding value in these interviews, I’d appreciate if you’d follow or subscribe to the show. You can find the podcast on Apple Podcasts, Spotify, YouTube, and most major podcast directories. Ratings and reviews are always welcome. A few things that stood out for me from this conversation. One is Curtis’s framing that the real barrier to GreenLake adoption has never been the technology, it’s the customer’s budget cycle. The 90/9 financing and expanded credit lines aren’t abstract partner program benefits. They’re deal-closing tools for partners who are already in the room with constrained CIOs. Another is his digital goldmine metaphor for AI. The idea that for the first time in our careers, the playing field is level and what matters is who’s putting in the reps. But he’s also refreshingly blunt about the burn on tokenomics and the need for partners to help customers manage costs as AI moves from proof-of-concept to production. I appreciated his point about sovereignty not being theoretical anymore. The Anthropic incident gave customers a concrete reason to ask hard questions about public LLM dependence. Finally, it’s worth noting that the company is closing some of the largest infrastructure deals in the world out of Winnipeg. The Canadian channel is not a Toronto-only story, and this is a reminder of that. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.
what's new with the hot pursuit girls? in this catch-up episode, the girls look back on how they've been growing and evolving the past few months, and their hopes for the summer ahead. here's to the summer of YES, CHAOS, and FREE. 0:00 mads' move to LA 5:29 em's boy drama 9:56 jen acknowledging desires 17:28 mads gets laid off 26:24 em's relationship with rules 32:38 one word to describe the HP summer to come CONNECT WITH US Connect with us @thehotpursuitpod on Instagram/TikTok/Youtube. Email us at hello@thehotpursuitpod.com. Learn more at thehotpursuitpod.com. THE HOT PURSUIT PODCAST: Hosted and written by: Jennifer Han, Emily Lin, and Madelyn Ong Produced by: Hot Pursuit Media and AsianBossGirl Edited by: Sutton Dreher of Adler Grey Videography Theme song composed by: Shawn Halim Art by: Kelsey Cordutsky Motion Graphics by: Matt Ebling Learn more about your ad choices. Visit megaphone.fm/adchoices
Most people don't fail because they lack talent. They fail because they disqualify themselves before anyone else gets the chance. Patty Azzarello became HP's youngest-ever General Manager at 33, ran a billion-dollar business at 35, and reached Silicon Valley CEO by 38 — all while feeling like she didn't belong in the room. In her new book Why Is She Still Here?, she shares the real, unfiltered story of what it actually took to get there. In this episode, you'll discover: Why you should never disqualify yourself — Patty almost didn't apply for a billion-dollar GM role because she decided she wasn't ready. The men competing for the same job had less experience. She applied anyway. She got it. The "Little Patty" method for doing scary things — After 7 years of brutal childhood bullying, Patty built a powerful mental framework: if that little girl could walk back into school every day, you can do the scary adult thing. You owe it to her to swing. Why being a "business robot" stalls your career — Her boss told her she was too serious. Her mom cracked the code: your achievements get you in the door, but people have to want you in the room. How to turn your most embarrassing failure into your fastest learning — Patty once stood in front of a room full of engineers with zero knowledge of the product they were asking about. Two weeks later she was the most sought-after person to demo that exact product. The networking hack that works for introverts — Asking for help isn't weakness. It's how Patty — a self-described socially awkward introvert — built the support network that carried her career. Connect with Patty Azzarello: pattyazzarello.comlinkedin.com/in/pattyazzarelloBuy the book: Why Is She Still Here? Connect with Kwame: Request A Customized Workshop For Your Company Follow Kwame Christian on LinkedIn negotiateanything.com Click here to buy your copy of Finding Confidence in Conflict: How to Negotiate Anything and Live Your Best Life! @kwamenegotiates across all social platforms
Kencan Dengan Tuhan - Selasa, 14 Juli 2026Bacaan: "Hai anak-anak, taatilah orang tuamu di dalam Tuhan, karena haruslah demikian." (Efesus 6:1)Renungan: Dimas adalah murid kelas 4 SD. Suatu hari gurunya memberi tugas membuat video tentang "Tokoh Panutanku". Teman-temannya memih pemain bola, youtuber, artis dll. Ketika tiba giliran Dimas presentasi, dia maju sambil membawa foto. "Itu siapa?" tanya temannya. "Itu Bapakku," jawab Dimas. "Setiap pagi Bapak bangun jam 5 buat antar aku sekolah. Kalau aku sakit, Bapak begadang menjaga aku. Kalau aku nakal, Bapak tetap doain aku." Teman-temannya terdiam. Ada yang ketawa kecil. Tapi Bu Guru bilang, "Itu pahlawan yang paling hebat, Dim." Malamnya Dimas cerita ke Bapaknya. Bapaknya memeluk Dimas sambil berkata, "Nak, Bapak juga belajar jadi orang tua yang baik dari Tuhan." Sejak itu Dimas menjadi anak yang lebih taat. Kalau disuruh belajar, dia tidak menjawab "nanti". Kalau disuruh membantu mencuci piring, dia langsung melakukannya. Taatilah orang tuamu di dalam Tuhan artinya mendengar dan melakukan apa yang orang tua minta, selama itu tidak bertentangan dengan kehendak Tuhan. Mengapa? Karena "haruslah demikian". Tuhan memberikan orang tua sebagai wakil-Nya di dalam keluarga. Melalui mereka Tuhan memberi kita makan, sekolah, nasihat, dan doa. Taat bukan karena takut dimarahi tapi karena kita mengasihi Tuhan. Anak zaman sekarang terlalu pandai. Mereka bisa buka HP sendiri dan bisa mencari jawaban di Google. Tapi kadang karena "merasa lebih tahu", mereka jadi sering meremehkan orang tua. Mereka susah mendengarkan nasihat orang tua. Kalau orang tua bicara, mereka menjawab "Tau... Tau..." tapi sambil main HP. Mereka juga suka membantah. Disuruh belajar jawabnya, "Ah ntar", disuruh beresin kamar jawabnya, "Ribet". Mereka juga kurang menghargai orang tua. Lupa mengucapkan terima kasih untuk makanan, baju, uang sekolah dll. Taat itu bukan berarti jadi anak penakut. Taat itu berarti jadi anak yang pintar, karena tahu siapa yang Tuhan pakai untuk menjaganya. Tuhan Yesus memberkati. Doa:Tuhan Yesus, terima kasih untuk Papa dan Mama yang Engkau berikan kepadaku. Ampuni aku kalau sering membantah dan membuat mereka sedih. Ajarilah aku menjadi anak yang taat, seperti Yesus yang juga taat kepada Maria dan Yusuf. Amin. (Dod).
It's the special weekend “Get It Off Your Chest” episode – completely unedited, totally random, and full of the kind of nonsense you'd never get away with on normal radio. Katie admits she's convinced she'll die alone and be eaten by her cat… before the gang launch into the great cats v dogs war, and a surprisingly heated row over the most vile word in the English language. Then it's brand snobbery at its finest: Heinz vs Chef ketchup, HP vs YR brown sauce, Lyons vs Barry's – and why some people deserve jail for “red sauce”. And finally, Katie commits the ultimate sin… she buys her daughter pink Crocs.
HP Builds AI-Powered Collaboration Ecosystem for the Hybrid Workplace, Podcast “AI is changing collaboration by helping IT teams see, manage, and improve the entire workplace experience.” In this Technology Reseller News podcast, Doug Green speaks with Brian Phillips, Director of Product Marketing at HP Inc., about HP's InfoComm 2026 announcements and the company's expanding vision for AI-powered enterprise collaboration. The conversation focuses on how HP is bringing together meeting room technology, personal productivity tools, AI-enabled management, and workplace analytics into a more unified collaboration ecosystem. At the center of that strategy is the HP Workforce Experience Platform, or WXP, which is designed to give IT teams a broader view across devices, rooms, applications, and user experiences. Phillips discusses how WXP, together with Poly Lens and new AI-powered capabilities such as Room Visualizer AI, helps organizations move beyond basic device management. Instead of simply monitoring endpoints, IT teams can gain more actionable insight into how rooms are configured, how devices are performing, and how collaboration spaces can be improved. The podcast also covers HP Poly Studio Room Compute, VideoOS 5.1, and Poly DirectorAI, technologies designed to make hybrid meetings more engaging and equitable. These tools help meeting participants be seen and heard more clearly, whether they are in the room, working from home, or joining from another location. Beyond the meeting room, HP is also expanding its personal workspace portfolio with products such as the Poly Focus 6 Series Bluetooth headsets and the HP Collaboration Keyboard. Phillips explains how these devices fit into the larger HP collaboration strategy by supporting productivity wherever employees work. For MSPs, channel partners, and enterprise IT leaders, the message is clear: workplace collaboration is moving toward integrated ecosystems, AI-powered insights, and better experiences for both users and IT teams.
John talks about selling high-priced systems, learning customers' businesses, simplified CRMs, and much more! Before retiring as North American Sales Manager for Zünd Systemtechnik AG in 2019, John Cote had a long career in sales of capital equipment and systems. Over his career, John was in sales or sales management with several large and medium sized companies including Fuji Film and HP. He also owned a couple of his own companies in the marketing, graphics and photography fields. John has given a lot of thought to the types of personalities and characteristics which seem to be common to top notch sale people and how to manage teams of these diverse and sometimes troublesome folk. John not only managed successful sales and sales support teams but gave talks to management teams in his own and other companies about how to recruit and manage sales people and sales teams.
Bobby's back! He's scored a part in a TV pilot, and must make his peace with leaving New York (and Sunshine Cab) for good. Will Bobby finally make it as an actor? How will Louie react to Bobby's apparent success? And why is Jeff Conaway's final Taxi appearance such a basic aspirational story? HP and Father Malone delve into these questions, and many more, as they discuss season 4, episode 12, "Bobby Doesn't Live Here Anymore".Father Malone: FatherMalone.comHP: hpmusicplace.bandcamp.comemail: hpmusicplace@gmail.com
Kencan Dengan Tuhan - Kamis, 9 Juli 2026Bacaan: "Hidup dan mati dikuasai lidah, siapa suka menggemakannya, akan memakan buahnya." (Amsal 18:21)Renungan: Suatu hari seorang istri mengeluh karena minggu ini ia terlalu lelah. Kerjaan menumpuk, anak rewel minta ditemenin belajar. Suaminya pulang kerja terus rebahan main HP. Tanpa sadar ia kesal dan berkata kepada suaminya: "Kamu sih tahunya cuma enak-enak rebahan. Gak pernah mikirin rumah ini!" Suaminya pun diam. Malam itu suasana rumah menjadi dingin. Dua hari kemudian giliran ia yang sakit. Anak-anak yang biasanya deket dengannya menjadi takut karena melihat papa mamanya tegang. Ia pun tersadar. Satu kalimat emosinya malam itu "mematikan" suasana rumah selama dua hari. Padahal kalau ia bilang: "Pa, aku capek. Boleh tolong temenin anak belajar 30 menit?" pasti jawabannya berbeda. Amsal 18:21 ini berisi peringatan keras dari Raja Salomo tentang kuasa dari kata-kata: "Hidup dan mati dikuasai lidah". Di rumah, lidah kita bisa jadi sumber kehidupan atau sumber kematian. Dengan kata-kata kita bisa menghidupkan semangat pasangan, menguatkan anak yang gagal, memberkati keluarga. Tapi dengan kata-kata juga kita bisa melukai hati pasangan, mematikan semangat anak, dan merusak keharmonisan rumah. Rumah tangga kita adalah cermin dari apa yang sering kita ucapkan. Suka mengeluh, maka rumah penuh keluhan. Suka mengucap syukur dan menguatkan, maka rumah penuh damai. Keluarga adalah tempat pertama kita latihan memakai lidah. Tiga hal yang bisa kita latih mulai saat ini: 1. Ganti kritik dengan permintaan. Dari perkataan, "Aku sibuk, jadi lupa" menjadi "Sayang, boleh tolong ingetin aku ya" 2. Perbanyak kata penguat untuk anak. Perkataan, "Mama bangga kamu sudah berusaha", lebih menghidupkan daripada "Nilainya kok segitu-segitu aja".3. Doa berkat sebelum tidur. Ucapkan satu kalimat berkat untuk tiap anggota keluarga. Itu seperti menyiram tanaman di rumah. Ingat, anak-anak kita tidak akan ingat seberapa rapi rumah kita. Tapi mereka akan ingat: "Di rumah ini, kata-kata apa yang paling sering ia dengar." Tuhan Yesus memberkati. DOA:Tuhan Yesus, ampunilah aku kalau selama ini lidahku sering melukai orang-orang yang paling aku kasihi di rumah. Ajarilah aku menjadi pembawa damai di tengah keluargaku. Berikan hikmat supaya setiap kata yang keluar dari mulutku adalah kata yang membangun, menguatkan, dan memberkati. Amin. (Dod).
The Silent Watcher | Paranormal Podcast This week, we've got 2 listener submissions that genuinely got under our skin — first from Logan in Indiana, who as a 3 or 4 year old kept waking up to a silent black humanoid figure slowly rocking in the chair across his room, and when we say silent, we mean the kind of deliberate, suffocating silence that swallowed even the sound of a child screaming for his parents. Then we dove into Aaron's story from a small town in Virginia, where between the red-eyed figure lurking in the backyard, poltergeist activity luring the brothers out of the room to rearrange their playing cards, a Sacred Heart of Jesus painting hiding something very unexpected on the back, and a backwards-printing printer that was probably just haunted by HP customer service — the house was putting in serious work. But the creepiest encounter was the one Aaron's atheist father witnessed alone in that living room — a thick black fog that crawled across the floor, rose up, shaped itself into something human, and then made a sound we'd never heard described before right in his face.
Tracy Byers spent 25 years running AI and technology transformations at some of the biggest names in tech and healthcare: HP, GE, Philips, IBM Watson, Change Healthcare, and Optum. Then she did something that looked, from the outside, like a downgrade. She left the giants to lead veterinary software, diagnostic imaging, and telemedicine at IDEXX. In this episode of Inspiring Women, Tracy sits down with Laurie McGraw to explain why that leap was the smartest bet she could make, and what a career spent transforming complex businesses has taught her about trust, discomfort, and leading when the future is still being built. Tracy traces her path from finance major to med-tech powerhouse, a curiosity that started in her father's basement machine shop, where she couldn't drive the family car until she could change the oil, change a tire, and do a brake job. She breaks down the three-part filter she runs every role through (impact, people and culture, and hard problems), why a $4.5B company hit the sweet spot between agility and scale after the giants, and why the fragmented, private-equity-fueled veterinary industry is one of the most interesting problems in healthcare today. Then it gets practical. How she built credibility running an MRI business she knew nothing about by learning the product first. Why admitting what she's not good at is one of her greatest strengths. How she gets comfortable being uncomfortable, makes fast decisions without a "conditioned gut," and coaches both women and men through the real tradeoffs of career and family, including one piece of advice a colleague thanked her for 20 years later. In This Episode, topics covered are: - The basement machine shop that made her curious about how everything works - Why she left $450B companies for a $4.5B one, and what she gained - The three-part filter behind every job she's ever taken - Inside the vet industry: small independent practices vs private-equity consolidation - How to build startup culture and speed inside a large, complex company - Running the MRI business when she didn't know an MRI from a CT - Why knowing what you're bad at makes you a stronger leader - Getting comfortable being uncomfortable later in your career - Managing emotion and protecting credibility as a woman in the room - Paying it forward: accelerating the next generation of women leaders - The stay-at-home-spouse feedback story a colleague never forgot
Recorded live at the Cannes Lions festival, this episode features a series of conversations with top marketers from Microsoft, Klarna, Zoom, Lowe's, and HP. The guests share their perspectives on the shift toward creator-led strategies and why these individuals are becoming more like agencies than just influencers. David Sandstrom from Klarna discusses the democratization of creativity through AI, while Emilie Bridon from Microsoft highlights the power of retail media networks in driving actual sales.The discussion also covers the delicate balance between brand building and short-term performance. Whitney Magnuson from Zoom explains why human insight is still needed to make sense of AI tools, and Amanda Bailey from Lowe's shares how loyalty programs are evolving into data-rich ecosystems. Finally, Anthony Wright from HP describes the launch of a new retail media network that puts the customer's device at the heart of the experience. Throughout the talks, a common theme emerges about the importance of bravery and curiosity in an era of rapid technological change. It offers a look at how global brands are navigating fragmentation by focusing on what truly resonates with their audiences.Topics Covered:The shift of creators into consulting and agency roles at MicrosoftUsing AI to democratise creativity and coding within KlarnaBalancing high brand awareness with new platform associations at ZoomTurning loyalty programs into relationship-focused data assets at Lowe'sLaunching device-centric retail media networks at HPThe importance of human-in-the-loop for AI content at ZoomWhy confidence in strategy is better than following trends at KlarnaBuilding trust and privacy through on-device AI computing at HPEpisode Chapters:00:00:20 David Sandstrom on the democratisation of creativity at Klarna 00:01:16 Amanda Bailey on building loyalty relationships at Lowe's 00:01:42 Opportunities for evolution in the retail space 00:03:00 The rise of clipping and long-form social content 00:03:29 The next eighteen months of agentic AI at HP 00:03:50 Why creators are moving to the centre of brand partnerships 00:05:17 How Lowe's uses AI to support customers and associates 00:05:59 The value of human creativity in an AI world 00:07:55 David's view on the future of entry-level roles00:08:31 Handling fragmentation in the modern customer journey 00:10:23 Staying curious by being a beginner again00:11:40 A lesson in the power of personal connections at Cannes00:14:13 Advice for new entrants to the marketing worldEpisode Highlights:02:07 Unlocking Hidden Technical Skills with AI David Sandstrom discusses how artificial intelligence is allowing non-technical marketers at Klarna to build their own digital tools and workflows. He shares why this shift is unlocking a new type of creativity that was previously limited to specialized teams.03:09 Redefining Loyalty Beyond the Transaction Amanda Bailey discusses why the traditional model of rewards and points is no longer enough to sustain a relationship with the modern Lowe's customer. She shares the specific mindset shift required to deliver value that persists long after a shopper has left the store.03:50 The Evolution of the Creator Economy Emilie Bridon discusses why the role of creators is shifting significantly this year. She suggests that these individuals are becoming much more than social media posters for brands like Microsoft.05:12 The Danger of Insecurity at Industry Events David Sandstrom explains why following every new trend can be a mistake for a brand like Klarna. He shares why having the bravery to stick to a clear strategy is the most important trait for a leader.09:36 The Move Toward Edge Computing and Privacy Anthony Wright talks about why the current reliance on massive data centers is unsustainable for the future of AI at HP. He describes a new technical approach that creates a protected environment for a consumer's most sensitive information.10:23 Why You Should Try Something You are Bad At Whitney Magnuson talks about her personal journey with a new hobby at Zoom. She believes that returning to a beginner mindset is essential for keeping your creativity alive in a changing market.Support the showSupport the show
Book 7, Chapter 8: The Wedding
Buying a variable speed pool pump should feel like an upgrade, not a guessing game, but most people get stuck on the biggest horsepower number and end up overspending. We walk through a simple approach that starts with what you already have: match the total horsepower of your current single speed pump within a reasonable range, then use VS programming to run the lowest RPM that still gives you clean water and solid circulation.From there, we get specific about the two things that quietly control everything: voltage and plumbing. If you're on 115V wiring, a dual voltage VS pump can't deliver the same total output it would on 230V, so a “3 HP” label may not translate to real-world 3 HP performance. And if your pool has 1.5 inch suction and return lines, there's only so much flow you can realistically push before you're paying for power your system can't use. That's why many small pools, above-ground pools, and older pools are better served by a right-sized option like the Pentair SuperFlo VS class, while larger pools with attached spas and water features often justify stepping up to a true 3 HP VS pump so full-speed performance is available when you need it.We also talk practical install reality: sticking with the same pump brand and footprint (Pentair, Hayward, Jandy, and compatible drop-in options) can save time, reduce plumbing headaches, and make a swap feel close to plug-and-play. We finish with smart use cases like putting a VS pump on a water feature or booster pump, plus why variable speed pumps tend to last longer, run quieter, and deliver major energy savings when sized correctly. If this helps, subscribe, share the show with a pool owner or service tech, and leave a quick review so more people can stop buying the wrong pump.We break down how to choose the right variable speed pool pump for very small pools, older pools, and large pools without wasting money on horsepower your system cannot use. I share simple sizing rules tied to your current pump, your voltage, and your plumbing so you get good flow, strong features, and real energy savings.• matching total horsepower to your existing single speed pump within a reasonable range• why 115V wiring limits real horsepower on dual voltage VS pumps• how 1.5 inch plumbing caps the usefulness of oversized pumps• why downsizing too far can reduce spa jet force and water feature performance• when a 3 HP VS pump is the logical choice for large pools around 20,000 gallons or more• reliable smaller-pool options like the Pentair SuperFlo VS and when WhisperFlo VS fits better• choosing the same pump brand to simplify plumbing alignment and installation• using VS pumps for water features and booster pump replacements• why variable speed pumps often last longer and save more energy than single speed pumpsLearn more at swimmingpoollearning.com.If you're interested in the coaching program that I offer, you can learn more at PogBankCoaching.com.If you're looking for other podcasts, you can find those by going to my website, swimmingprolearning.com.Send us Fan MailSupport the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://store.thebottomfeeder.com/Try Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y
It's the end of Season 4 of the Universal Family Podcast, and as always, we've decided to award ourselves! Please join us and our host TIM for the 4th annual Universal Family Awards, where we pick the rantiest Zene rant, celebrate our vast HP knowledge, and raise a glass to those Universal things "in memoriam." Visit UFpodcast.com to contact us and find us on socials. Please add The Universal Family Podcast to your library wherever you listen to your podcasts. We hope you enjoy our show about all things Universal Orlando!
Happy 250th! The bulls are bubbling up! Yentervention – it is a thing. Labor market predictions. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - 250 Years! - We have the scorecard - Bulls are on the loose! - Kevin Hassett - what a putz - RAM JOB! Markets - Google's first day in the DJIA - a good one - SpaceX bonds already losing -Yen slips to 1986 levels - Yentervention? WHAT A PUTZ! - Trump Accounts launch July 4, with the NYSE and Nasdaq set to ring the opening bell from the Oval Office. - Program gives a $1,000 Treasury-funded investment account to U.S. children born from January 1, 2025 through December 31, 2028. - Kids under 18 can have accounts, but only newborns in that four-year window get the federal seed money. - Parents, family, employers, nonprofits, and governments can add money, with a general $5,000 annual contribution cap. - Money is invested in index funds and generally locked up until the child reaches adulthood. - Kevin Hassett pitched it as a way to teach kids about markets, ownership, saving, and compounding. His argument is that the more young people get exposed to investing early, and market ownership becomes less of an upper-income club. - However - > the government is handing out taxpayer-funded brokerage seed money while selling it as capitalism. - Also odd: the benefit may skew toward families who already know how to file forms, open accounts, and add more money. - So basically it is a forced financial-literacy experiment wrapped in a political brand name, with a socialist starter check to teach capitalism. First-Half Winners and Losers - S&P 500 finished the first half up roughly 7% to 8%, with the rally led by AI hardware, chips, memory, and data-center infrastructure. - Biggest winners were the shovel sellers: Sandisk up about 780%, Micron up about 296%, Western Digital up about 240%, Seagate up about 226%. - Overseas AI hardware ripped too: South Korea's Kospi up 123%, helped by Samsung up 169% and SK Hynix up 303%. - Semiconductor ETFs had a monster Q2: iShares Semiconductor ETF up 86.8%, VanEck Semiconductor ETF up 64.8%. - Japan's Nikkei rose about 38%; FTSE 100 gained about 5.8%. - Losers were the software/platform names that could not prove immediate AI payoff. - Microsoft was down about 24% despite being one of the biggest AI spenders. - Momentum stocks had one of their worst stretches in two decades as the Magnificent Seven slipped on capex worries. - Crypto and gold also lagged the AI-infrastructure trade. - Equity BULLS are running like it was San Fermin, Spain... MORE.... - Gold biggest quarterly loss since 2013 - Japan best quarter ever - Oil starts and ends - Kospi best quarter in 30 years - Stoxx 600 best Q in 5 years Something is going to break! - When Micro announced earnings, and we see that companies are panicking (News about existential threat to smaller tech players).. We said something is going to break - MU shares lifted to ATH on the news - big big beat - Micron's latest quarter showed a dramatic acceleration from the year-ago period, with revenue rising from $9,301 to $41,460 and EPS increasing from $1.91 to $25.11. - HUGE uptick in guidance - Apple increased pricing, Dell is increasing prices next week (17%), Microsoft raised price on XBox, HP across the board increase, Lenovo/Xiaomi increases, - NOW: Apple is lobbying the Trump administration for clearance to buy memory chips from China's ChangXin Memory Technologies Korea Goes All-In On AI Memory - Samsung and SK Hynix are backing a huge South Korea chip buildout tied to AI memory, HBM, advanced DRAM, packaging and data centers. - Samsung's plan includes hundreds of trillions of won for new fabs, including HBM facilities in Cheonan and Onyang. - SK Hynix is expanding Yongin and planning a major new chip base as it rides demand from Nvidia-linked HBM supply. - Government angle: Seoul wants domestic chip capacity treated like national infrastructure, not just corporate capex. - The state is trying to lock in supply-chain control before China, Taiwan, Japan and the U.S. pull more production into their own subsidy zones. - Market wrinkle: AI memory is hot now, but memory companies have a long history of overbuilding into strong pricing cycles. - Governments are no longer just subsidizing chips — they are helping plan semiconductor cities. RAM Job? - Samsung, SK hynix, and Micron were hit with a U.S. antitrust class-action lawsuit over alleged DRAM price fixing. - Allegation: the big three coordinated supply cuts while shifting capacity away from regular DDR3/DDR4 memory and into high-bandwidth memory for AI servers. - Plaintiffs say the three companies control roughly 90% of the DRAM market. - Conventional DRAM prices allegedly jumped about 700% over four years. - Complaint argues that in a normal commodity market, at least one supplier would usually increase production when prices spike. - Instead, the lawsuit says all three moved in the same direction at the same time. DRAM: We Have Seen This Movie Before - Yes, there was a similar DRAM price-fixing scandal in the 2000s. - DOJ investigation covered alleged DRAM price fixing from roughly 1998 through 2002. - Hynix pleaded guilty in 2005 and agreed to pay a $185 million criminal fine. - Samsung pleaded guilty in 2005 and agreed to pay a $300 million criminal fine. - Infineon pleaded guilty earlier, in 2004, and agreed to pay a $160 million fine. - Micron was involved in the investigation but received amnesty/cooperation treatment rather than the same criminal fine path. - Several executives were also charged or pleaded guilty. - State AGs and private plaintiffs later pursued civil cases tied to overpayment claims. - Difference now: the new case is not yet proven and appears focused on alleged coordinated supply restriction during the AI/HBM boom. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. Dow 52,000 and the Tech Bounce - Dow closed above 52,000 for the first time Monday, finishing at 52,182.74. - S&P 500 gained 1.18%; Nasdaq jumped 2.07%. - S&P and Nasdaq snapped five-session losing streaks. - Alphabet rose 4.8% on its first day as a Dow component. - Tesla gained 8.5%; SpaceX rose more than 7%. - The bounce came after last week's tech selloff, with investors rotating back into mega-cap and AI names. Comcast Breaks Itself Up - Comcast plans to split media and connectivity into two separate companies. - NBCUniversal and Sky would be spun off in a tax-free deal; Comcast keeps broadband, wireless, and cable. - Completion expected within a year. - Shareholders would own both Comcast and the new NBCUniversal. - Comcast shares rose on the news; Charter also jumped as investors speculated Comcast could eventually pursue a broadband-scale deal. AI Trade Gets a Warning Label - Bank for International Settlements flagged the AI boom as a financial-stability risk. - The main concerns: elevated valuations, investor complacency, complex funding structures, and debt financing across the AI supply chain. - BIS also warned that record public debt and leveraged hedge-fund activity in sovereign bonds could amplify shocks. - Quote from BIS General Manager Pablo Hernandez de Cos: "Policy actions must reinforce each other." - The interesting part: central bankers are not saying AI is fake; they are saying the financing stack may be fragile. Inflation Back Above 4% - BEA's PCE price index rose 4.1% year over year in May. - April was 3.8%; March was 3.5%; February was 2.9%. - This keeps pressure on the Fed because PCE is the Fed's preferred inflation gauge. - Core PCE may later be revised lower because of BEA methodology changes. - Goldman estimated May core PCE could be trimmed to 3.2% from 3.4%; JPMorgan expected 3.3%. - Funny-but-real detail: part of the potential revision comes from how BEA prices portfolio management, legal services, and computer software. Jobs Report Becomes Bad-News-Is-Bad-News - June payrolls are due Thursday because markets are closed Friday for Independence Day. - The setup is awkward: strong jobs could mean stronger economy, but also higher odds of Fed hikes. - Looking back - May payrolls were hot at 172,000 versus an 85,000 forecast, with unemployment steady at 4.3%. - Remember - after the June Fed meeting, policymakers were clearly focused on inflation, not rescue cuts. Oil, Iran, and the Market's New Weird Routine - Oil stayed volatile around renewed U.S.-Iran tensions and peace-talk headlines. - Brent rose 1.6% Monday to $73.15; WTI rose 2.2% to $70.75. - Markets rallied anyway, helped by signs talks would resume and shipping routes were stabilizing. - The odd market behavior: geopolitical escalation keeps getting followed by de-escalation headlines and risk-on rallies. - This is now part of the trading pattern: weekend war scare, Monday relief rally, repeat. --- New attacks by USA on Iran happened at approx 4:30PM on Friday (markets closed) and then a halt to the fighting on Sunday - before the futures opened. Odd : Wendy's Becomes a Meme Stock - Wendy's became the latest retail-trader short-squeeze target. - Stock surged 25% last Wednesday, then gained another 9% Thursday. - Barron's said the move followed a CFO shakeup and WallStreetBets attention. - New CFO Steve Cirulis came from Potbelly and is also taking the Chief Strategy Officer title. - Wendy's had fallen 47% over the past year before the rally. - Short interest was nearly 30% of the public float, making the stock easier to squeeze. - Trian, Nelson Peltz's firm, owned nearly 15 million shares valued around $93 million. SpaceX Bonds Slip After Big Debut - SpaceX sold $25 billion of investment-grade bonds, its first major public debt deal. - Demand was huge, with roughly $85 billion to $98 billion of orders. - The 10-year tranche priced about 1.4 percentage points over Treasurys. - Bonds weakened quickly after pricing. - The 10-year yield rose near 6%, with the spread moving above 1.6 percentage points. - Longer-dated 2046 and 2056 bonds took the most pressure. - The pushback: bond buyers want more yield for a company still funding rockets, Starlink, AI/data-center spending, and Mars ambitions. - Clean read: equity investors bought the story; bond investors immediately marked it down. Yentervention - Yen weakened again, pushing toward the 162-per-dollar zone and near its weakest level in about 40 years. - Japan keeps warning it is ready for "decisive action" or to respond "at any time." - Market does not seem scared for long. - Japan already spent heavily defending the yen, including a roughly $73 billion yen-buying operation after the currency broke past 160. - U.S. rates are still high, the Fed is not rushing to cut, and the Bank of Japan is still moving slowly. - That keeps the carry trade alive: borrow cheap yen, buy higher-yielding dollars. - Japan's foreign reserves fell 5.6% in May after intervention, showing the defense is expensive. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
出演者:藤原鞠菜 配信ペース:隔週火曜日 番組時間:平均40分 ——————————————————————— <各テーマ紹介>配信されるテーマは回によって異なります。 「ふつおた」・・・何でもありのお便りコーナー。投稿は毎日募集中!!!!! 「歴史秘話ウィステリア」・・・サークル曲の裏話など。 「まりにゃのこれな~んだ?」・・・音当てクイズ。 「まりにゃのオススメ」・・・オススメ商品をご紹介。 「はじおと」・・・「音楽」×「初めて」に関して語るコーナー。 (初めて買ったCD、初めて心を動かされた音楽、初めてカラオケで歌った曲等。) 「これかた」・・・テーマを決めて語る割とフリーダムなコーナー。 (テーマや語ってみた投稿募集中。) 「答えて、まりにゃ」・・・まりにゃへの質問募集中。 「トレンドなう」・・・収録時に開いたTwitterのリアルタイムトレンドについてコメント。 「まりにゃのTOP5」・・・思いついたら勝手にランキング。 「まりにゃのドキドキ質問箱」…twitter投稿になります。( https://peing.net/marinya_) 「みんなの答え合わせ」…twitterで出題するアンケートの結果報告。みんなに聞きたいこと募集中。 ——————————————————————— ——————————————————————— ■CD新作・出演告知など■ ★Wisteria Magic通販サイト「うぃすましょっぷ」★ wismashop.booth.pm/ 新作も旧作も全て送料込み! ★イオシスショップ様にて一部旧作を委託販売中!★ www.iosysshop.com/SHOP/list.php?Search=wisteria ★しがないレコーズのyoutube「しがない5分ショー」に出演してます。 藤原鞠菜は木曜日担当です。 https://www.youtube.com/channel/UCA_FmkoMu24R_6o3m3_Ulqg —– —– —– —– —– —– —– —– —– —– —– —– —– —– —– —– ・の〜すとらいく様の18禁PCゲーム 「女装百合畑/Trap Yuri Garden」にて、主題歌「優雅にヒロイン宣言」を担当させて頂きました。 ・TinklePosition様の18禁PCゲーム 「お兄ちゃん、朝までずっとギュッてして!夜までもっとエッチして!」 にて女未こはくちゃん(三女)のED曲担当させて頂きました。 ・TinklePosition様の18禁PCゲーム 「お兄ちゃん、朝までずっとギュッてして!」 にて女未こはくちゃん(三女)のED曲を担当させて頂きました。 —– —– —– —– —– —– —– —– —– —– —– —– —– —– —– —– ——————————————————————— この番組は音楽サークルWisteria Magicがお届けする番組です。 藤原鞠菜やサークルの過去または最新の活動内容につきましては 以下をチェックしてくださると嬉しいです♪ ・藤原鞠菜のTwitter( twitter.com/marinya_ ) ・藤原鞠菜のHP「ふじわらんど」( fujimari.com/ ) ・磯村カイのTwitter( twitter.com/isomurakai ) ・磯村カイのHP「TONAKAI soundworks」( https://soundworks.tonakaii.com/ ) 藤原鞠菜への贈り物の宛先 〒107-0052 東京都港区赤坂4-9-25 新東洋赤坂ビル10F レイズイン アカデミー気付 藤原鞠菜宛 VOICEVOX:ずんだもん VOICEVOX:四国めたん
that's right, the beloved janet from AsianBossGirl is back on the mic! in this special episode, the hot pursuit girls get to sit down with janet and talk about all things big life transitions, embracing rest, juicy dating updates, and the ways she's been learning & blossoming this past year. 0:00 introducing janet from OG ABG 2:01 what makes janet feel hot? 11:43 janet's big move to the OC 15:56 focusing on wellness 19:36 the important of rest 23:53 janet as big sis to HP gals 25:29 dating life CONNECT WITH US Connect with us @thehotpursuitpod on Instagram/TikTok/Youtube. Email us at hello@thehotpursuitpod.com. Learn more at thehotpursuitpod.com. THE HOT PURSUIT PODCAST: Hosted and written by: Jennifer Han, Emily Lin, and Madelyn Ong Produced by: Hot Pursuit Media and AsianBossGirl Edited by: Josh Jang OR Sutton Dreher of Adler Grey Videography Theme song composed by: Shawn Halim Art by: Kelsey Cordutsky Motion Graphics by: Matt Ebling Learn more about your ad choices. Visit megaphone.fm/adchoices
On Episode 310 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including insights from Qualcomm Investor Day 2026, OpenAI and Broadcom's Jalapeño AI chip, Anthropic's Micron partnership, SpaceX's massive Reflection AI compute deal, Sakana AI's new Fugu orchestrator, and why memory is emerging as a critical layer of AI infrastructure. Plus, Bulls & Bears covers NVIDIA's $25B bond offering, Apple's MacBook price increases, Micron's record quarter, and Cerebras' first earnings as a public company. The handpicked topics for this week are: Qualcomm Investor Day 2026 — The Data Center Debut: Pat and Dan break down Qualcomm's push into the data center after the company took the stage with Microsoft's Satya Nadella and Meta's Mark Zuckerberg as named customers. They unpack the new Dragonfly platform, including the C1000 250-core data center CPU with PCIe Gen 7 and CXL, the AI200 and AI250 inference accelerators, and a novel High Bandwidth Compute (HBC) architecture that stacks compute under LPDDR memory at dramatically lower cost than HBM. They highlight Qualcomm's ambitious growth targets: $15B data center revenue target for FY 2029, an increased total non-handset revenue goal from $22B to $40B, and a shortened timeline for automotive revenue by two years. They also debate the identity of Qualcomm's unnamed hyperscaler customer and why its robotics opportunity may be flying under the radar. (The Decode) OpenAI and Broadcom Unveil Jalapeño, OpenAI's First Custom Chip: A photo of Sam Altman and Hock Tan holding a wafer and packaged die kicked off OpenAI's reveal of Jalapeño, a custom inference chip built with Broadcom and slated for late-2026 deployment. The chip reached tape-out in roughly nine months, which is an aggressive cycle for an ASIC of this size, and uses HBM3E memory. Pat takes a victory lap on his long-standing heterogeneous compute thesis: every hyperscaler and now every model lab is building accelerators, and the XPU efficiency argument has played out as predicted. Dan frames OpenAI's broader move as existential: they cannot serve frontier models at premium margins if compute remains constrained. He flags that OpenAI is trying to do everything from chips and fabs to social networks and browsers, and that its IPO is now delayed. (The Decode) Anthropic and Micron Sign a Strategic Multi-Year Memory Agreement: Anthropic and Micron announced a multi-year supply agreement for HBM, DRAM, and SSDs, including co-designed next-generation memory for AI workloads, along with a strategic investment by Anthropic in Micron. The pattern mirrors Samsung and SK Hynix's pre-funding Anthropic in May, and follows OpenAI's Jalapeño as another frontier lab moving to lock in supply chain control. Dan frames it as the same circular financing playbook NVIDIA ran two to three years ago, but with the ball now in the memory triopoly's court. Pricing-floor agreements with no ceilings, customized rather than commoditized memory architecture, and demand running well past the previously assumed 2027-2028 horizon. Pat notes that the rumored 14% free cash flow margin at Anthropic makes the strategic investment math work cleanly for both sides. (The Decode) SpaceX Signs $6.3B Compute Deal with Reflection AI: SpaceX inked a $6.3B compute lease with open-source AI lab Reflection AI, at $150M per month from July 2026 through 2029, giving Reflection access to NVIDIA GB300 chips inside the Colossus infrastructure. Combined with the $920M-per-month Google compute contract and existing xAI commitments, SpaceX now has a contracted backlog larger than most public AI startups' entire revenue base, with some calling it the largest commercial AI infrastructure provider at $80B in contracted revenue. Pat reads it as XAI failing to land with developers, consumers, or enterprises, leaving SpaceX with a pot of gold worth far more as wholesale capacity than as XAI's own training compute. Dan flags that Google owning 7% of SpaceX ahead of an IPO is not accidental, and the open question is whether this becomes a Nebius-style infrastructure trade or a full-stack Google-equivalent platform. (The Decode) Japan's Agentic Orchestrator Sakana AI Ships Fugu Plus and Fugu Ultra: Japan's Sakana AI released Fugu Plus and Fugu Ultra, an agentic orchestrator built on a multi-agent MOE approach that routes workloads across multiple underlying models rather than training a new frontier base model. Sakana claims agentic capabilities on par with or better than top frontier models at significantly lower input/output token costs, similar to the DeepSeek and GLM cost-undercut narrative. Pat compares the architecture to OpenRouter and notes the developer-facing parallel to Perplexity Computer's model-routing approach. Both agree that models themselves are no longer moats, and suggests the real moat is the harness, tooling, connectivity, looping, agentic stack, and total compute availability. Expect more sovereign agentic plays from Japan, the Middle East, and elsewhere on the same template. (The Decode) The Flip — Is the Era of Memory as a Commodity Over? Daniel takes the FOR side: memory has moved from commodity to strategic AI infrastructure, citing 16 multi-year agreements covering $22B in committed volume booked through 2027, 84.9% gross margins higher than NVIDIA's, the technology barriers of HBM yield/stacking/packaging that only three companies can clear, and demand drivers tied to HBM as the binding constraint on every AI accelerator rather than to elastic consumer cycles. Patrick takes the AGAINST side: long-term agreements and SCAs signal a commodity in a strong cycle, not a structural rerating; nearly every relevant memory standard — DDR5, MRDIMM, HBM3/3E/4, LPDDR5X/6, GDDR6/7, LPCAM2 — is JEDEC-standard and therefore commodity at the pin; and CXMT's China DDR5 production ramps in 2H 2026 with Lenovo already shipping and HP and Dell qualifying. Custom HBM4 and Qualcomm-style HBC are where strategic memory genuinely lives. (The Flip) NVIDIA's $25B Investment-Grade Bond Offering: NVIDIA priced a $25B multi-tranche bond offering on June 15, its first investment-grade debt sale since 2021, with seven tranches maturing between 2028 and 2056 and $85B in orders against an initial $20B target. Dan reads it as raising when capital is cheap, and oversubscription is real. NVIDIA doesn't need the money, it has a gold balance sheet, and is establishing a credit benchmark rather than funding CapEx. Pat agrees the optics are clean, but flags the irony of NVIDIA, with negative debt, borrowing while the stock trades like dead money at a sub-20x forward P/E. Both note that NVIDIA's underperformance reflects the market's skepticism on memory-as-strategic and on NVIDIA's own capex pace relative to the buildout opportunity ahead. (Bulls & Bears) Tim Cook Calls Apple's Memory Crunch Price Raises on MacBook and iPad "Unsustainable": Apple announced MacBook and iPad price increases of up to $300, with Tim Cook telling the WSJ the memory cost environment is unsustainable. AAPL fell ~5% on the news, the broader rally was momentarily wiped out before Micron held the gains by close. Dan frames it as a moment when the market saw who is going to pay for the AI buildout: the consumer. He notes Apple's pricing power and inelasticity test is now live. Pat traces the backstory to Apple's negative-margin pricing pressure on Micron during the 2022-2023 memory downturn. The question is whether consumer-price blowback will eventually flow back to the memory vendors. (Bulls & Bears) Micron Blows the Doors Off Fiscal Q3 — $41.46B Revenue, 84.9% Gross Margin: The memory story continues as Micron reported its largest beat in company history with fiscal Q3 revenue of $41.46B versus a $35.69B consensus, EPS of $25.11, year-over-year growth of more than 340%, and a record 84.9% gross margin that is roughly 10 points above NVIDIA's. Q4 guidance came in at a $50B midpoint against a $43B consensus. The 16 multi-year strategic customer agreements add up to $22B in committed volume, with most contracts containing pricing floors but no ceilings on most of the volume — a structurally asymmetric setup. Pat notes 95% of the beat came from price, not units, which reinforces his commodity argument; Dan flips it as the early innings of an NVIDIA-style run that puts Micron's 2027 profit on par with Google. (Bulls & Bears) Cerebras' First Earnings Report Since IPO — Revenue Doubles, Margins Compress: Cerebras (CBRS) reported its first earnings as a public company, doubling year-over-year revenue and beating the top line while missing EPS, but the stock sold off hard amid gross margin deterioration. Core revenue came in at $191M, up 12% sequentially, with a $194M Q2 guide that is essentially flat, core gross margins at 47% guiding to 36-38% and 38-41% for the year, and operating margins flipping from positive 2% to a guided -30% to -32%. Customer concentration is shifting from Core42 and G42 (86% of FY25 revenue) to OpenAI, which loaned Cerebras $1B and gets paid quarterly in warrants. Pat flags that Cerebras' uncontested speed claim is no longer uncontested with Groq, TPU v8i, and Tenstorrent putting up real numbers. Cathie Wood is down 52% on her position. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Qualcomm Investor Day Lands the Data Center Pivot — Microsoft Deploying Qualcomm HBC XPUs in Azure (Per Satya Nadella) + Meta MOU on Three New Qualcomm Datacenter CPUs (Per Zuckerberg); $3.9B Modular Acquisition; Dragonfly Brand + AI200/AI250 Roadmap; HUMAIN 200MW Ramp; Qualcomm to Become Largest Automotive Silicon Company; Targets $3B Datacenter Revenue FY27, $35B by FY31 https://finance.yahoo.com/markets/stocks/articles/qualcomm-investor-day-detail-data-163247063.html OpenAI Begins Vertical Integration — First Custom Inference Chip "Jalapeño" Unveiled With Broadcom June 24 (Hock Tan: As Good as Blackwell + TPU; ~50% Cost Savings; Late-2026 Microsoft Deployment, 10GW Multi-Gen Roadmap); Daybreak Cyber Stack (June 22) Confirms the Platform Shift https://x.com/OpenAI/status/2069770172802773292 Frontier AI Labs Are Now Financing Their Own Supply Chains — Anthropic Locks In Multi-Year Micron HBM/DRAM/SSD Supply + Micron Becomes Series H Investor; Same Pattern as Samsung + SK hynix Pre-Funded Anthropic in May; $965B Post-Money, $47B Revenue Run-Rate, October IPO Target https://investors.micron.com/news-releases/news-release-details/micron-and-anthropic-announce-strategic-agreement-scale-next SpaceX Signs $6.3B Compute Deal With Reflection AI — $150M/Month July 2026 → End of 2029; NVIDIA GB300 + Colossus 2 Capacity; SpaceX Now Largest Commercial AI Infrastructure Provider With $80B+ Committed Compute Revenue Through 2029 https://finance.yahoo.com/technology/ai/articles/spacex-reportedly-grant-reflection-ai-162749237.html The Sovereign AI Stack Lands — Japan's Sakana Ships Fugu + Fugu Ultra Multi-Agent System (June 22) That Beats Opus 4.8, GPT-5.5, and Gemini 3.1 Pro on 10 of 11 Benchmarks; Designed Around US Export-Control Risk; Completes the Three-Bloc Sovereign-AI Map With Mistral Compute (Europe) + DeepSeek $7.4B (China) https://www.datacamp.com/blog/sakana-fugu The Flip Is the Era of Memory as a Commodity Over? FOR: Memory is now strategic AI infrastructure with multi-year supply lock-ins. The cycle dynamics that defined the last 30 years no longer apply. https://www.benzinga.com/markets/tech/26/06/60062500/micron-earnings-could-echo-nvidias-2023-moment-says-futurum-ceo AGAINST: Memory is cyclical and priced for perfection. This print is either step change or top of the cycle, and the second one is more likely. https://www.cnbc.com/2026/06/25/apple-macbook-ipad-price-hike-memory.html Bulls & Bears NVIDIA (NVDA) $25B Bond Sale Anchors the AI Debt-Finance Boom — First Bond Offering Since 2021; Joins Alphabet $80B, Amazon $27.5B, Meta $30B, Oracle Stack; Dan: "Locking In Cheap Capital While It Can" https://finance.yahoo.com/technology/ai/articles/nvidia-record-us-25-billion-131039687.html Apple (AAPL) Falls −5%+ Thursday June 25 on Confirmed MacBook + iPad Price Hikes — Tim Cook RAM "Unsustainable" Comment Lands as Real Price Action; Apple Hikes Erase Micron-Driven Tech Rally Mid-Session; Memory Beneficiaries (SanDisk, Micron) Surge; Analysts "Mostly Nonplussed" https://tickerspark.ai/market/apple-inc-aapl-drops-5-3-as-price-hikes-spook-investors-1782399950638 Micron (MU) Q3 FY26 ACTUALS — Largest Beat in Company History; Revenue $41.46B (+346% YoY) Crushes $35.69B Consensus; Non-GAAP EPS $25.11 (+1,215% YoY) Beats $20.49; Record 84.9% Gross Margin (Higher Than NVIDIA); Q4 Guide $50B Midpoint vs $43B Consensus; Stock +18-19% Overnight to $1,242 https://www.nasdaq.com/articles/nvda-who-micron-blows-doors-q3-earnings-revs Cerebras Systems (CBRS) Q1 ACTUALS — First Earnings Post-IPO; Revenue $193.4M Nearly Doubled YoY; 2026 Guide $855-$865M Beats $824M; BUT Gross Margins Forecast 38-41% (Down From 45% Q1, Half of NVIDIA + Micron); Stock −20% AH on Margin Compression; Sets Up Inference-Tier Margin Debate https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-announces-strong-first-quarter-2026-results
If We Built It From Scratch — Drew and Alex Redesign Military Human PerformanceNo guest. No plan. Just Drew and Alex with keys to the kingdom. If you handed us the whole thing tomorrow, what would we actually change?MOPs & MOEs is proudly sponsored by Teamworks — the performance operations platform trusted by elite military units and professional sports organizations worldwide. Teamworks brings your scheduling, communications, athlete monitoring, and readiness data into one unified system — so your leaders stay informed, your people stay connected, and your unit stays ready. No more scattered spreadsheets or missed messages. Just one platform built for organizations where performance is the mission. Learn more at https://teamworks.com/Also supported by TrainHeroic — the coaching and programming platform built for strength and conditioning coaches who train serious athletes. Whether you're programming for a military unit, a tactical team, or individual athletes, TrainHeroic gives you the tools to build and deliver professional training programs, track athlete progress, and communicate directly with your people — all through one app. Your athletes get world-class programming on their phone; you get the visibility to actually coach them. Start your free trial at https://account.trainheroic.com/create-accountWhat we get into:Coach pay comes first. The DOD is on track to become the largest employer of strength and conditioning professionals in the world, which means contracting companies will be too. The contracting model is a race to the bottom on price, with staff salaries absorbing the cuts. That has to change.The five pillars get a rebrand — move, eat, think, recover, connect. Why dropping a dedicated spiritual pillar doesn't mean spirituality doesn't matter — it just means it's woven into everything else.Branding and marketing are undervalued. Embedded human performance has to compete for attention in a way that S1 never does. Drew's pitch: hand the whole thing to an ad agency and see what happens.The personal services contract problem, explained plainly. Coaches meet every FAR criterion for personal services but get treated as non-personal services. Cleaning this up would mean better pay, better working conditions, and actually being able to choose who you hire.GS billets for lead coaches — at minimum the lead strength coach and athletic trainer should be government employees with real career progression, same pay grade as the PT and dietitian.The coach-NCO relationship. Coaches exist to transport people from A to B — that's literally where the word comes from: a 15th century Hungarian horse-drawn carriage. Some coaches are getting fired for leading PT sessions. That's insane.Extender courses are teaching the wrong things. Periodization and physiology when people actually need interpersonal skills and session flow management.Data — stop making it the mission. Just watch what happens to the numbers that justified these programs in the first place.Wearables — a closet full of devices, service members pick what they like, a small subset of data flows to the HP team for trend monitoring and outlier detection, nobody touches a custom military interface.Policy — the Randolph Sheppard Act of 1936 and military dining, credentialing through MTFs vs operational leadership, and why language in DODI 1308.03 may have killed the original ACFT.Mentioned in this episode:Ben Bergeron — move, eat, think, recover, connect frameworkKat Oswald — recent podcast guest, helped implement the five factors at Alex's day jobRachel Chamberlain — community-based blueprinting, podcast appearance incomingDODI 1308.3 — DOD physical fitness and body composition program instructionRandolph Shepherd Act, 1936 — federal law governing vending and dining on government propertyLong and Strong — the Mops and Moes training program on TrainHeroic Views expressed are those of the speakers and do not represent any official organization.
Fiction: When the West Was WEIRD - Strange Western Tales by Steve Stockton - H.P. Lovecraft meets Jonah HexBecome a supporter of this podcast: https://www.spreaker.com/podcast/missing-persons-mysteries--5624803/support.
Welcome to the Firearms Insider Gun & Gear Review Podcast episode 631. This episode is brought to you by Walker Defense, XS Sights, Hi-Point Firearms, and CMC Triggers. In this show there's a weaponlight review, we talk about: FRT BCG's, Gideon's LR, a Balikli, and a under $200 22lr suppressor As you may know, we showcase guns, gear, and anything else you might be interested in. We do our best to evaluate products from an unbiased and honest perspective. I'm Chad Wallace, host of the most dedicated firearms podcast around With me tonight are: Tony, Rob, Rusty Sponsor #1: Walker Defense Research Walker Defense provides shooters with the finest, most innovative, quality, tactical accessories and firearm components around. From their NILE grip panels to their NERO muzzle brakes, no details are ever left behind. Only top quality materials are used in the manufacturing process. Together, all of this gives you some of the best firearm performance around. Everything they have to offer is proudly made in the USA. Walker Defense, where American ingenuity meets bleeding edge technology. Our Walker Defense Product of the week is - NERO 9 Use code “INSIDER15” FOR 15% OFF everything at walkerdr.com What we did in Firearms: GunCon, Match Announcements: Kat's Rack Defense fund and giveaway closes Sunday https://www.firearmsinsider.tv/giveaway https://www.givesendgo.com/Katsrackdefensefund https://www.facebook.com/share/1DoL2dpmoK/ Bandwidth sponsor Patriot Patch Co. And their Patch of the Month Club! 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This is NOT legal advice, nor should it be considered as such. Viewer discretion is advised. Main Topic is sponsored by: CMC Triggers CMC triggers is the creator of the original, drop in cartridge style AR trigger. CMC has been in aerospace manufacturing for over 30 years. This gives you peace of mind knowing that every trigger is of the utmost quality. Their patented design ensures a crisp, short, trigger pull across their whole line of triggers. With triggers for AR's, AK's, pistols, and bolt guns, CMC can make your firearms trigger great. Proudly made in Texas with strong morals and values, giving you confidence that you are buying one of the best triggers out there. Choose Confidence, choose quality, choose CMC Our CMC Product of the week is - Flat Remington 700 adjustable trigger Use Code “GGR26” for 10% off at CMCTriggers.com Main Topic: Product Review Chad - Inforce ARC 650 Product Spotlight and Discussion: KAK DBC Down Vent, Dual Ejector bolt carrier MSRP - $224.95 Gideon Guardian LR 5-25×56 MSRP - $599.99 code GGR for 10% off Sponsor #3: Hi-Point Hi-Point firearms has been crafting American made firearms for over 30 years. If you are looking for your first firearm, or just want something fun for the range, Hi-Point has you covered with models including handguns, pistol caliber carbines, and AR15's. They even have a new suppressor line. Hi-Point firearms can be found at extremely affordable prices, making them available for anyone that wants to protect themselves and/or their families. Every Hi-Point also comes with a lifetime warranty and most of their products are 50 state legal. Hi-Point Firearms, made by the American working man for the American working man. Our Hi-Point Product of the week is - HP-15 300 blk Pistol in Gold (see cool new brace) Visit hi-pointfirearms.com and check out their line of products Use code “GGR” FOR $20 off a Hi-Point firearm at ShootAmmo.com EAA Balikli BLK MSRP - $669.00 Warrior Systems Legionary 22 Suppressor MSRP - $189.99 Sponsor #4: XS Sights For over 25 years, XS Sights has helped you get on target faster. Offering tritium sights in all different types and styles, low light is no longer an obstacle. Most options come with a brightly colored photoluminescent ring around the tritium. That colored ring makes them work great in the daylight also. XS Sights has sight styles for everyone: Big Dot's, Ghost Rings, Standard Notch and Post, Minimalist, Suppressor Height, all offering tritium options. Available for a plethora of firearms types, from shotguns to handguns, XS sights has you covered for all your low light sighting needs. Our XS Sights Product of the week is - Magazine extensions for Walther Use Code “GGR20” for 20% off of almost everything at xssights.com Listener Feedback None 2nd is for Everyone Diversity Shoot Events simonsaystrain on instagram 2nd is for Everyone Facebook 2A4E Web Page Wrap up: Send questions, comments, or feedback to - gungearreview@gmail.com Remember to Subscribe and Leave us an iTunes Review Be sure to visit the Firearms Insider at www.firearmsinsider.tv Check us out on Facebook, X, and InstaGram @firearmsinsider Subscribe to our Rumble channel Please check out all our great sponsors Thank you for listening to the “LARGEST”, pound for pound, podcast on the network We will see you next week We are OUT!
Larry Meadows, Head of Product Strategy & Evangelism for HP's Workforce Experience Platform (WXP), joins us to break down how HP is using AI to predict and prevent IT problems before employees ever notice them. We get a live demo of the platform—from AI-powered software recommendations across 50M+ devices to automated remediation in 3–4 clicks—and dig into the global memory crisis, shadow AI risks, and why IT leaders are drowning in portals. Whether you manage a fleet of 50 devices or 50,000, this one's worth your time.HP WXP: https://hp.com/wac/wxpThe Neuron newsletter: https://theneuron.ai
Frightened by the current state of the world, Louie has decided to convert the garage tool room into a doomsday fallout shelter. He recruits several cabbies for his prep squad, and they're going to run a drill over the weekend to see how prepared they are. Will they make it through the entire weekend? Will Louie maintain control over his team? And just what is the worst fruit candy flavor? HP and Father Malone dig into these questions, and much more, as they discuss season 4, episode 11, "I Wanna Be Around".Father Malone: FatherMalone.comHP: hpmusicplace.bandcamp.comemail: hpmusicplace@gmail.com
Sometimes the H&P is clouded (for whatever reason) that is a good time to get some objective data (easier said than done) why I think of what other doctors will do and why it is important to plan with the nurse.