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Squawk on the Street
SOTS 2nd Hour: Debasement Trade, Software Vs. Hardware, & Trump's High Stakes Mar-A-Lago Meetings 12/29/25

Squawk on the Street

Play Episode Listen Later Dec 29, 2025 43:48


Sara Eisen, and David Faber began the hour with a look at the precious metals rally - and why it's tied to the debasement trade - before discussing the broader market outlook with Trivariate's Adam Parker. Plus: is it time to go from hardware to software? Hear one veteran tech investor's take on why 2026 will see "mindblowing" advancements in the latter sector - and what it means for stocks... and former DOJ antitrust watchdog Jonathan Kanter's opinion on whether Nvidia's GROQ deal is a new way for companies to avoid scrutiny from regulators. Also in focus: a high stakes meeting today between the President and Israeli Prime Minister Benjamin Netanyahu - the team discussed the latest and what's at stake with former Council on Foreign Relations head Richard Haass.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crazy Wisdom
Episode #518: Decentralization Without Romance: Incentives, Mesh Networks, and Practical Crypto

Crazy Wisdom

Play Episode Listen Later Dec 29, 2025 69:07


In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with Mike Bakon to explore the fascinating intersection of hardware hacking, blockchain technology, and decentralized systems. Their conversation spans from Mike's childhood fascination with taking apart electronics in 1980s Poland to his current work with ESP32 microcontrollers, LoRa mesh networks, and Cardano blockchain development. They discuss the technical differences between UTXO and account-based blockchains, the challenges of true decentralization versus hybrid systems, and how AI tools are changing the development landscape. Mike shares his vision for incentivizing mesh networks through blockchain technology and explains why he believes mass adoption of decentralized systems will come through abstraction rather than technical education. The discussion also touches on the potential for creating new internet infrastructure using ad hoc mesh networks and the importance of maintaining truly decentralized, permissionless systems in an increasingly surveilled world. You can find Mike in Twitter as @anothervariable.Check out this GPT we trained on the conversationTimestamps00:00 Introduction to Hardware and Early Experiences02:59 The Evolution of AI in Hardware Development05:56 Decentralization and Blockchain Technology09:02 Understanding UTXO vs Account-Based Blockchains11:59 Smart Contracts and Their Functionality14:58 The Importance of Decentralization in Blockchain17:59 The Process of Data Verification in Blockchain20:48 The Future of Blockchain and Its Applications34:38 Decentralization and Trustless Systems37:42 Mainstream Adoption of Blockchain39:58 The Role of Currency in Blockchain43:27 Interoperability vs Bridging in Blockchain47:27 Exploring Mesh Networks and LoRa Technology01:00:25 The Future of AI and DecentralizationKey Insights1. Hardware curiosity drives innovation from childhood - Mike's journey into hardware began as a child in 1980s Poland, where he would disassemble toys like battery-powered cars to understand how they worked. This natural curiosity about taking things apart and understanding their inner workings laid the foundation for his later expertise in microcontrollers like the ESP32 and his deep understanding of both hardware and software integration.2. AI as a research companion, not a replacement for coding - Mike uses AI and LLMs primarily as research tools and coding companions rather than letting them write entire applications. He finds them invaluable for getting quick answers to coding problems, analyzing Git repositories, and avoiding the need to search through Stack Overflow, but maintains anxiety when AI writes whole functions, preferring to understand and write his own code.3. Blockchain decentralization requires trustless consensus verification - The fundamental difference between blockchain databases and traditional databases lies in the consensus process that data must go through before being recorded. Unlike centralized systems where one entity controls data validation, blockchains require hundreds of nodes to verify each block through trustless consensus mechanisms, ensuring data integrity without relying on any single authority.4. UTXO vs account-based blockchains have fundamentally different architectures - Cardano uses an extended UTXO model (like Bitcoin but with smart contracts) where transactions consume existing UTXOs and create new ones, keeping the ledger lean. Ethereum uses account-based ledgers that store persistent state, leading to much larger data requirements over time and making it increasingly difficult for individuals to sync and maintain full nodes independently.5. True interoperability differs fundamentally from bridging - Real blockchain interoperability means being able to send assets directly between different blockchains (like sending ADA to a Bitcoin wallet) without intermediaries. This is possible between UTXO-based chains like Cardano and Bitcoin. Bridges, in contrast, require centralized entities to listen for transactions on one chain and trigger corresponding actions on another, introducing centralization risks.6. Mesh networks need economic incentives for sustainable infrastructure - While technologies like LoRa and Meshtastic enable impressive decentralized communication networks, the challenge lies in incentivizing people to maintain the hardware infrastructure. Mike sees potential in combining blockchain-based rewards (like earning ADA for running mesh network nodes) with existing decentralized communication protocols to create self-sustaining networks.7. Mass adoption comes through abstraction, not education - Rather than trying to educate everyone about blockchain technology, mass adoption will happen when developers can build applications on decentralized infrastructure that users interact with seamlessly, without needing to understand the underlying blockchain mechanics. Users should be able to benefit from decentralization through well-designed interfaces that abstract away the complexity of wallets, addresses, and consensus mechanisms.

Ultimate Guide to Partnering™
282 – How 7 Partners Decide Your Sale Before You Even Show Up

Ultimate Guide to Partnering™

Play Episode Listen Later Dec 28, 2025


Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/vEdq8rpBM3I In this data-rich keynote, Jay McBain deconstructs the tectonic shifts reshaping the $5.3 trillion global technology industry, arguing that we are entering a new 20-year cycle where traditional direct sales models are obsolete. McBain explains why 96% of the industry is now surrounded by partners and how successful companies must pivot from “flywheels and theory” to a granular strategy focused on the seven specific partners present in every deal. From the explosion of agentic AI and the $163 billion marketplace revolution to the specific mechanics of multiplier economics, this discussion provides a roadmap for navigating the “decade of the ecosystem” where influence, trust, and integration—not just product—determine winners and losers. Key Takeaways Half of today's Fortune 500 companies will likely vanish in the next 20 years due to the shift toward AI and ecosystem-led models. Every B2B deal now involves an average of seven trusted partners who influence the decision before a vendor even knows a deal exists. Microsoft has outpaced AWS growth for 26 consecutive quarters largely because of a superior partner-led geographic strategy. Marketplaces are projected to grow to $163 billion by 2030, with nearly 60% of deals involving partner funding or private offers. The “Multiplier Effect” is the new ROI, where partners can make up to $8.45 for every dollar of vendor product sold. Future dominance relies on five key pillars: Platform, Service Partnerships, Channel Partnerships, Alliances, and Go-to-Market orchestration. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Keywords: Jay McBain, Canalys, partner ecosystem, channel chief, agentic AI, marketplace growth, multiplier economics, B2B sales trends, tech industry forecast, service partnerships, strategic alliances, Microsoft vs AWS, distribution transformation, managed services growth, SaaS platforms, customer journey mapping, 28 moments of truth, future of reselling, technology spending 2025, ecosystem orchestration, partner multipliers. T Transcript: Jay McBain WORKFILE FOR TRANSCRIPT [00:00:00] Vince Menzione: Just up from, did you Puerto Rico last night? Puerto Rico, yes. Puerto Rico. He dodged the hurricane. Um, you all know him. Uh, let him introduce himself for those of you who don’t, but just thrilled to have on the stage, again, somebody who knows more about what’s going on in, in the, and has the pulse on this industry probably than just about anybody I know personally. [00:00:21] Vince Menzione: J Jay McBain. Jay, great to see you my friend. Alright, thank you. We have to come all the way. We live, we live uh, about 20 minutes from each other. We have to come all the way to Reston, Virginia to see each other, right? That’s right. Very good. Well, uh, that’s all over to you, sir. Thank you. [00:00:35] Jay McBain: Alright, well thank you so much. [00:00:36] Jay McBain: I went from 85 degrees yesterday to 45 today, but I was able to dodge that, uh, that hurricane, uh, that we kind of had to fly through the northern edge of, uh, wanna talk today about our industry, about the ultimate partner. I’m gonna try to frame up the ultimate partner as I walk through the data and the latest research that, uh, that we’ve been doing in the market. [00:00:56] Jay McBain: But I wanted to start here ’cause our industry moves in 20 year cycles, and if you look at the Fortune 500 and dial back 20 years from today, 52% of them no longer exist. As we step into the next 20 year AI era, half of the companies that we know and love today are not gonna exist. So we look at this, and by the way, if you’re not in the Fortune 500 and you don’t have deep pockets to buy your way outta problems, 71% of tech companies fail over the course of 10 years. [00:01:30] Jay McBain: Those are statistics from the US government. So I start to look at our industry and you know, you may look at the, you know, mainframe era from the sixties and seventies, mini computers, August the 12th, 1981, that first IBM, PC with Microsoft dos, version one, you know, triggered. A new 20 year era of client server. [00:01:51] Jay McBain: It was the time and I worked at IBM for 17 years, but there was a time where Bill Gates flew into Boca Raton, Florida and met with the IBM team and did that, you know, fancy licensing agreement. But after, you know, 20 years of being the most valuable company in the world and 13 years of antitrust and getting broken up, almost like at and TIBM almost didn’t make payroll. [00:02:14] Jay McBain: 13 years after meeting Bill Gates. Yeah, that’s how quickly things change in these eras. In 1999, a small company outta San Francisco called salesforce.com got its start. About 10 years later, Jeff Bezos asked a question in a boardroom, could we rent out our excess capacity and would other companies buy it? [00:02:35] Jay McBain: Which, you know, most people in the room laughed at ’em at the time. But it created a 20 year cloud era when our friends, our neighbors, our family. Saw Chachi PT for the first time in March of 2023. They saw the deep fakes, they saw the poetry, they saw the music. They came to us as tech people and said, did we just light up Skynet? [00:02:58] Jay McBain: And that consumer trend has triggered this next 20 years. I could walk through the richest people in the world through those trends. I could walk through the most valuable companies. It all aligns. ’cause by the way, Apple’s no longer at the top. Nvidia is at the top, Microsoft. Second, things change really quickly. [00:03:17] Jay McBain: So in that course of time, you start to look at our industry and as people are talking about a six and a half or $7 trillion build out of ai, that’s open AI and Microsoft numbers, that is bigger than our industry that’s taken over 50 years to build. This year, we’re gonna finish the year at $5.3 trillion. [00:03:36] Jay McBain: That’s from the smallest flower shop to the biggest bank. Biggest governments that Caresoft would, uh, serve biggest customer in the world is actually the federal government of the us. But you look at this pie chart and you look at the changes that we’re gonna go through over the next 20 years, there’s about a trillion dollars in hardware. [00:03:54] Jay McBain: There’s about a trillion dollars in software. If you look forward through all of the merging trends, quantum computing, humanoid robots, all the things that are coming that dollar to dollar software to hardware will continue to exist all the way through. We see services making up almost two thirds of this pie. [00:04:13] Jay McBain: Yesterday I was in a telco conference with at and t and Verizon and T-Mobile and some of the biggest wireless players and IT services, which happen to be growing faster than products. At the moment, there is more work to be done wrapping around the deal than the actual products that the customer is buying. [00:04:32] Jay McBain: So in an industry that’s growing at 7%. On top of the world economy that’s grown at 2.2. This is the fastest growing industry, and it will be at least for the next 10 years, if not 2070 0.1% of this entire $5 trillion gets transacted through partners. While what we’re talking to today about the ultimate partner, 96% of this industry is surrounded by partners in one way or another. [00:05:01] Jay McBain: They’re there before the deal. They’re there at the deal. They’re there after the deal. Two thirds of our industry is now subscription consumption based. So every 30 days forever, and a customer for life becomes everything. So if every deal in medium, mid-market, and higher has seven partners, according to McKinsey, who are those seven people trying to get into the deal? [00:05:25] Jay McBain: While there’s millions of companies that have come into tech over the last 10 to 20 years. Digital agencies, accountants, legal firms, everybody’s come in. The 250,000 SaaS companies, a million emerging tech companies, there’s a big fight to be one of those seven trusted people at the table. So millions of companies and tens of millions of people our competing for these slots. [00:05:49] Jay McBain: So one of the pieces of research I’m most proud of, uh, in my analyst career is this. And this took over two years to build. It’s a lot of logos. Not this PowerPoint slide, but the actual data. Thousands of people hours. Because guess what? When you look at partners from the top down, the top 1000 partners, by capability and capacity, not by resale. [00:06:15] Jay McBain: It’s not a ranking of CDW and insight and resale numbers. It is the surrounding. Consulting, design, architecture, implementations, integrations, managed services, all the pieces that’s gonna make the next 20 years run. So when you start to look at this, 98% of these companies are private, so very difficult to get to those numbers and, uh, a ton of research and help from AI and other things to get this. [00:06:41] Jay McBain: But this is it. And if you look at this list, there’s a thousand logos out of the million companies. There’s a thousand logos that drive two thirds of all tech services in the world. $1.07 trillion gets delivered by a thousand companies, but here’s where it gets fun. Those companies in the middle, in blue, the 30 of them deliver more tech services than the next 970. [00:07:08] Jay McBain: Combined the 970 combined in white deliver more tech services. Then the next million combined. So if you think we live in an 80 20 rule or maybe a 99, a 95 5 rule, or a 99 1 rule, we actually live in a 99.9 0.1 parallel principle. These companies spread around the world evenly split across the uh, different regions. [00:07:35] Jay McBain: South Africa, Latin America, they’re all over. They split. They split among types. All of the Venn diagram I just showed from GSIs to VARs to MSPs, to agencies and other types of companies. But this is a really rich list and it’s public. So every company in the world now, if you’re looking at Transactable data, if you’re looking at quantifiable data that you can go put your revenue numbers against, it represents 70 to 80% of every company in this room’s Tam. [00:08:08] Jay McBain: In one piece of research. So what do you do below that? How do you cover a million companies that you can’t afford to put a channel account manager? You can’t afford to write programs directly for well after the top down analysis and all the wallet share and you know exactly where the lowest hanging fruit is for most of your tam. [00:08:28] Jay McBain: The available markets. The obtainable markets. You gotta start from the community level grassroots up. So you need to ask the question for the million companies and the maybe a hundred thousand companies out there, partner companies that are surrounding your customer. These are the seven partners that surround your customer. [00:08:48] Jay McBain: What do they read, where do they go, and who do they follow? Interestingly enough, our industry globally equates to only a thousand watering holes, a thousand companies at the top, a thousand places at the bottom. 35% of this audience we’re talking. Millions of people here love events and there’s 352 of them like this one that they love to go to. [00:09:13] Jay McBain: They love the hallway chats, they love the hotel lobby bar, you know, in a time reminded by the pandemic. They love to be in person. It’s the number one way they’re influenced. So if you don’t have a solid event strategy and you don’t have a community team out giving out socks every week, your competitors might beat you. [00:09:31] Jay McBain: 12% of this audience loves podcasts. It’s the Joe Rogan effect of our industry. And while you know, you may not think the 121 podcasts out there are important, well, you’re missing 12% of your audience. It’s over a million people. If you’re not on a weekly podcast in one of these podcasts in the world, there’s still people that read one of the 106 magazines in the world. [00:09:55] Jay McBain: There are people that love peer groups, associations, they wanna be part of this. There’s 15 different ways people are influenced. And a solid grassroots strategy is how you make this happen. In the last 10 years, we’ve created a number of billionaires. Bottom up. They never had to go talk to la large enterprise. [00:10:15] Jay McBain: They never had to go build out a mid-market strategy. They just went and give away socks and new community marketing. And this has created, I could rip through a bunch of names that became unicorns just in the last couple of years, bottoms up. You go back to your board walking into next year, top down, bottom up. [00:10:34] Jay McBain: You’ve covered a hundred percent of your tam, and now you’ve covered it with names, faces, and places. You haven’t covered it with a flywheel or a theory. And for 44 years, we have gone to our board every fourth quarter with flywheels and theory. Trust me, partners are important. The channel is key to us. [00:10:57] Jay McBain: Well, let’s talk at the point of this granularity, and now we’re getting supported by technology 261 entrepreneurs. Many of them in the room actually here that are driving this ability to succeed with seven partners in every deal to exchange data to be able to exchange telemetry of these prospects to be able to see twice or three times in terms of pipeline of your target addressable market. [00:11:26] Jay McBain: All these ai, um, technologies, agentic technologies are coming into this. It’s all about data. It’s all about quantifiable names, faces, and places. Now none of us should be walking around with flywheels, so let’s flip the flywheels. No. Uh, so we also look at, and I sold PCs for 17 years and that was in the high times of 40% margins for partners. [00:11:55] Jay McBain: But one interesting thing when you study the p and l for broad base of partners around the world, it’s changed pretty significantly in this last 20 year era. What the cloud era did is dropped hardware from what used to be 84% plus the break fix and things that wrap around it of the p and l to now 16% of every partner in the world. [00:12:16] Jay McBain: 84% of their p and l is now software and services. And if you look at profitability, it’s worse. It’s actually 87% is profitability wise. They’ve completely shifted in terms of where they go. Now we look at other parts of our market. I could go through every part of the pie of the slide, but we’re watching each of the companies, and if you can see here, this is what we want to talk about in terms of ultimate partner. [00:12:43] Jay McBain: Microsoft has outgrown AWS for 26 straight quarters. They don’t have a better product. They don’t have a better price, they don’t have better promotion. It’s all place. And I’ll explain why you guess here in the light green line. Exactly. The day that Google went a hundred percent all in partner, every deal, even if a deal didn’t have a partner, one of the 4% of deals that didn’t have a partner, they injected a partner. [00:13:09] Jay McBain: You can see on the left side exactly where they did it. They got to the point of a hundred percent partner driven. Rebuilt their programs, rebuilt their marketplace. Their marketplace is actually larger than Microsoft’s, and they grew faster than Microsoft. A couple of those quarters. It is a partner driven future, and now I have Oracle, which I just walked by as I walked from the hotel. [00:13:31] Jay McBain: Oracle with their RPOs will start to join. Maybe the list of three hyperscalers becomes the list of four in future slides, but that’s a growth slide. Market share is different. AWS early and commanding lead. And it plays out, uh, plays out this way. But we’re at an interesting moment and I stood up six years ago talking about the decade of the ecosystem after we went through a decade of sales starting in 1999 when we all thought we were born to be salespeople. [00:14:02] Jay McBain: We managed territories with our gut. The sales tech stack would have it different, that sales was a science, and we ended the decade 2009, looking at sales very differently in 2009. I remember being at cocktail parties where CMOs would be joking around that 50% of their marketing dollars were wasted. They just didn’t know which 50%. [00:14:23] Jay McBain: And I’ll tell you, that was really funny. In 2009 till every 58-year-old CMO got replaced by a 38-year-old growth hacker who walked in with 15,348 SaaS companies in their MarTech and ad tech stack to solve the problem, every nickel of marketing by 2019 was tracked. Marketo, Eloqua, Pardot, HubSpot, driving this industry. [00:14:50] Jay McBain: Now, we stood up and said the 28 moments that come before a sale are pretty much all partner driven. In the best case scenario, a vendor might see four of the moments. They might come to your website, maybe they read an ebook, maybe they have a salesperson or a demo that comes in. That’s four outta 28 moments. [00:15:10] Jay McBain: The other 24 are done by partners. Yeah, in the worst case scenario and the majority scenario, you don’t see any of the moments. All 28 happen and you lose a deal without knowing there ever was a deal. So this is it. We need to partner in these moments and we need to inject partners into sales and marketing, like no time before, and this was the time to do it. [00:15:33] Jay McBain: And we got some feedback in the Salesforce state of sales report, which doesn’t involve any partnerships or, or. Channel Chiefs or anything else. This is 5,500 of the biggest CROs in the world that obviously use Salesforce. 89% of salespeople today use partners every day. For the 11% who don’t, 58% plan two within a year. [00:15:57] Jay McBain: If you add those two numbers together, that’s magically the 96% number. They recognize that every deal has partners in it. In 2024, last year, half of the salespeople in the world, every industry, every country. Miss their numbers. For the minority who made their numbers, 84 point percent pointed to partners as the reason why they made their numbers. [00:16:21] Jay McBain: It was the cheat code for sales, so that modern salesperson that knows how to orchestrate a deal, orchestrate the 28 moments with the seven partners and get to that final spot is the winning formula. HubSpot’s number in separate research was 84% in marketing. So we’re starting to see partners in here. We don’t have to shout from the mountaintops. [00:16:44] Jay McBain: These communities like ultimate Partner are working and we’re getting this to the highest levels in the board. And I’ll say that, you know, when 20 years from now half of the companies we know and love fail after we’re done writing the book and blaming the CEO for inventing the thing that ended up killing them, blaming the board for fiduciary responsibility and letting it happen. [00:17:06] Jay McBain: What are the other chapters of the book? And I think it’s all in one slide. We are in this platform economy and the. [00:17:31] Jay McBain: So your battery’s fine. Check, check, check, check. Alright, I’ll, I’ll just hold this in case, but the companies that execute on all five of these areas, well. Not only today become the trillion dollar valued companies, but they become the companies of tomorrow. These will be the fastest growing companies at every level. [00:17:50] Jay McBain: Not only running a platform business, but participating in other platforms. So this is how it breaks out, and there are people at very senior levels, at very big companies that have this now posted in the office of the CEO winning on integrations is everything. We just went through a demographic shift this year where 51% of our buyers are born after 1982. [00:18:15] Jay McBain: Millennials are the number one buyer of the $5 trillion. Their number one buying criteria is not service. Support your price, your brand reputation, it’s integrations. The buy a product, 80% is good as the next one if it works better in their environment. 79% of us won’t buy a car unless it has CarPlay or Android Auto. [00:18:34] Jay McBain: This is an integration world. The company with the most integrations win. Second, there are seven partners that surround the customer. Highly trusted partners. We’re talking, coaching the customer’s, kids soccer team, having a cottage together up at the lake. You know, best men, bate of honors at weddings type of relationships. [00:18:57] Jay McBain: You can’t maybe have all seven, but how does Microsoft beat AWS? They might have had two, three, or four of them saying nice things about them instead of the competition. Winning in service partnerships and channel partnerships changes by category. If you’re selling MarTech, only 10% of it today is resold, so you build more on service partnerships. [00:19:18] Jay McBain: If you’re in cybersecurity today, 91.6% of it is resold. Transacted through partners. So you build a lot of channel partnerships, plus the service partnerships, whatever the mix is in your category, you have to have two or three of those seven people. Saying nice things about you at every stage of the customer journey. [00:19:38] Jay McBain: Now move over to alliances. We have already built the platforms at the hyperscale level. We’ve built the platforms within SaaS, Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot. Every buyer has a set of platforms that they buy. We’ve now built them in cybersecurity this year out of 6,500 as high as cyber companies, the top five are starting to separate. [00:20:02] Jay McBain: We built it in distribution, which I’ll show in a minute. We’re building it in Telco. This is a platform economy and alliances win and you have alliances with your competitors ’cause you compete in the morning, but you’re best friends by the afternoon. Winning in other platforms is just as important as driving your own. [00:20:20] Jay McBain: And probably the most important part of this is go to market. That sales, that marketing, the 28 moments, the every 30 days forever become all a partner strategy. So there’s still CEOs out there that believe platform is a UI or UX on a bunch of disparate products and things you’ve acquired. There’s still CFOs out there that Think platform is a pricing model, a bundle model of just getting everything under one, you know, subscription price or consumption price. [00:20:51] Jay McBain: And it’s not, platforms are synonymous with partnerships. This is the way forward and there’s no conversation around ai. That doesn’t involve Nvidia over there, an open AI over here and a hyperscaler over there and a SaaS company over here. The seven layer stack wins every single time, and the companies that get this will be the ones that survive this cycle. [00:21:16] Jay McBain: Now, flipping over to marketplaces. So we had written research that, um, about five years ago that marketplaces were going to grow at 82% compounded. Yeah, probably one of the most accurate predictions we ever made, because it happened, we, we predicted that, uh, we were gonna get up to about $85 billion. Well, now we’ve extended that to 2030, so we’re gonna get up to $163 billion, and the thing that we’re watching is in green. [00:21:46] Jay McBain: If 96% of these deals are partner assisted in some way, how is the economics of partnering going to work? We predicted that 50% of deals by 2027. Would be partner funded in some way. Private offers multi-partner offers distributor sellers of record, and now that extends to 59% by 2030, the most senior leader of the biggest marketplace AWS, just said to us they’re gonna probably make these numbers on their own. [00:22:14] Jay McBain: And he asked what their two competitors are doing. So he’s telling us that we under called this. Now when you look at each of the press releases, and this is the AWS Billion Dollar Club. Every one of the companies on the left have issued a press release that they’re in the billion dollar club. Some of them are in the multi-billions, but I want you to double click on this press release. [00:22:35] Jay McBain: I’m quoted in here somewhere, but as CrowdStrike is building the marketplace at 91% compounded, they’re almost doubling their revenue every single year. They’re growing the partner funding, in this case, distributor funding by 3548%. Almost triple digit growth in marketplace is translating into almost quadruple digit growth in funding. [00:23:01] Jay McBain: And you see that over and over again as, as Splunk hit three, uh, billion dollars. The same. Salesforce hit $2 billion on AWS in Ulti, 18 months. They joined in October 20, 23, and 18 months later, they’re already at $2 billion. But now you’re seeing at Salesforce, which by the way. Grew up to $40 billion in revenue direct, almost not a nickel in resell. [00:23:28] Jay McBain: Made it really difficult for VARs and managed service providers to work with Salesforce because they couldn’t understand how to add services to something they didn’t book the revenue for. While $40 billion companies now seeing 70% of their deals come through partners. So this is just the world that we’re in. [00:23:44] Jay McBain: It doesn’t matter who you are and what industry you’re in, this takes place. But now we’re starting to see for the first time. Partners join the billion dollar club. So you wonder about partnering and all this funding and everything that’s working through Now you’re seeing press releases and companies that are redoing their LinkedIn branding about joining this illustrious club without a product to sell and all the services that wrap around it. [00:24:10] Jay McBain: So the opening session on Microsoft was interesting because there’s been a number of changes that Microsoft has done just in the last 30 days. One is they cut distribution by two thirds going from 180 distributors to 62. They cut out any small partner lower than a thousand dollars, and that doesn’t sound like a lot, but that’s over a hundred thousand partners that get deed tightening the long tail. [00:24:38] Jay McBain: They we’re the first to really put a global point system in place three years ago. They went to the new commerce experience. If you remember, all kinds of changes being led by. The biggest company for the channel. And so when we’re studying marketplaces, we’re not just studying the three hyperscalers, we’re studying what TD Cynic is doing with Stream One Ingram’s doing with Advant Advantage Aerosphere. [00:25:01] Jay McBain: Also, we’re watching what PAX eight, who by the way, is the 365 bestseller for Microsoft in the world. They are the cybersecurity leader for Microsoft in the world and the copilot. Leader in the world for Microsoft and Partner of the Year for Microsoft. So we’re watching what the cloud platforms are doing, watching what the Telco are doing, which is 25 cents out of every dollar, if you remember that pie chart, watching what the biggest resellers are converting themselves into. [00:25:30] Jay McBain: Vince just mentioned, you know, SHI in the changes there watching the managed services market and the leaders there, what they’re doing in terms of how this industry’s moving forward. By the way, managed services at $608 billion this year. Is one and a half times larger than the SaaS industry overall. [00:25:48] Jay McBain: It’s also one and a half times larger than all the hyperscalers combined. Oracle, Alibaba, IBM, all the way down. This is a massive market and it makes up 15 to 20 cents of every dollar the customer spend. We’re watching that industry hit a trillion dollars by the end of the decade, and we’re watching 150 different marketplace development platforms, the distribution of our industry, which today is 70.1% indirect. [00:26:13] Jay McBain: We’re starting to see that number, uh, solidify in terms of marketplaces as well. Watching distributors go from that linear warehouse in a bank to this orchestration model, watching some of the biggest players as the world comes around, platforms, it tightens around the place. So Caresoft, uh, from from here is the sixth biggest distributor in the world. [00:26:40] Jay McBain: Just shows you how big the. You know, biggest client in the world is that they serve. But understand that we’re publishing the distributor 500 list, but it’ll be the same thing. That little group in blue in the middle today, you know, drives almost two thirds of the market. So what happens in all this next stage in terms of where the dollars change hands. [00:27:07] Jay McBain: And the economics of partnering themselves are going through the most radical shift that we’ve seen ever. So back to the nineties, and, and for those of you that have been channel chiefs and running programs, we went to work every day. You know, everything’s on fire. We’re trying to check hundred boxes, trying to make our program 10% better than our competitors. [00:27:30] Jay McBain: Hey, we gotta fix our deal registration program today, and our incentives are outta whack or training programs or. You know, not where they need to be. Our certification, you know, this was the life of, uh, of a channel chief. Everybody thought we were just out drinking in the Caribbean with our best partners, but we were under the weight of this. [00:27:49] Jay McBain: But something interesting has happened is that we turned around and put the customer at the middle of our programs to say that those 28 moments in green before the sale are really, really important. And the seven partners who participate are really important. Understanding. The customer’s gonna buy a seven layer stack. [00:28:09] Jay McBain: They’re gonna buy it With these seven partners, the procurement stage is much different. The growth of marketplaces, the growth of direct in some of these areas, and then long term every 30 days forever in a managed service, implementations, integrations, how you upsell, cross-sell, enrich a deal changes. So how would you build a program that’s wrapped around the customer instead of the vendor? [00:28:35] Jay McBain: And we’re starting to hear our partners shout back to us. These are global surveys, big numbers, but over half of our partners, regardless of type, are selling consulting to their customer. Over half are designing architecting deals. A third of them are trying to be system integrators showing up at those implementation integration moments. [00:28:55] Jay McBain: Two thirds of them are doing managed services, but the shocking one here is 44% of our partners, regardless of type, are coding. They’re building agents and they’re out helping their customer at that level. So this is the modern partner that says, don’t typecast me. You may have thought of me in your program. [00:29:14] Jay McBain: You might have me slotted as a var. Well, I do 3.2 things, and if I don’t get access to those resources, if you don’t walk me to that room, I’m not gonna do them with you. You may have me as a managed service provider that’s only in the morning. By the afternoon I’m coding, and by the next morning I’m implementing and consulting. [00:29:33] Jay McBain: So again, a partner’s not a partner. That Venn diagram is a very loose one now, as every partner on there is doing 3.2 different business models. And again, they’re telling us for 43 years, they said, I want more leads this year it changed. For the first time, I want to be recognized and incentivized as more than just a cash register for you. [00:29:57] Jay McBain: I want you to recognize when I’m consulting, when I’m designing, when you’re winning deals, because of my wonderful services, by the way, we asked the follow up question, well, where should we spend our money with you? And they overwhelmingly say, in the consulting stage, you win and lose deals. Not at moment 28. [00:30:18] Jay McBain: We’re not buying a pack of gum at the gas station. This is a considered purchase. You win deals from moment 12 through 16 and I’m gonna show you a picture of that later, and they say, you better be spending your money there, or you’re not gonna win your fair share or more than your fair share of deals. [00:30:36] Jay McBain: The shocking thing about this is that Microsoft, when they went to the point system, lifted two thirds of all the money, tens of billions of dollars, and put it post-sale, and we were all scratching our heads going. Well, if the partners are asking for it there, and it seems like to beat your biggest competitors, you want to win there. [00:30:54] Jay McBain: Why would you spend the money on renewal? Well, they went to Wall Street and Goldman Sachs and the people who lift trillions of dollars of pension funds and said, if we renew deals at 108%, we become a cash machine for you. And we think that’s more valuable than a company coming out with a new cell phone in September and selling a lot of them by Christmas every year. [00:31:18] Jay McBain: The industry. And by the way, wall Street responded, Microsoft has been more valuable than Apple since. So we talk in this now multiplier language, and these are reports that we write, uh, at AMIA at canals. But talking about the partner opportunity in that customer cycle, the $6 and 40 cents you can make for every dollar of consumption, or the $7 and 5 cents you can make the $8 and 45 cents you can make. [00:31:46] Jay McBain: There’s over 24 companies speaking at this level now, and guess what? It’s not just cloud or software companies. Hardware companies are starting to speak in this language, and on January 25th, Cisco, you know, probably second to Microsoft in terms of trust built with the channel globally is moving to a full point system. [00:32:09] Jay McBain: So these are the changes that happen fast. But your QBR with your partners now less about drinking beers at the hotel lobby bar and talking dollar by dollar where these opportunities are. So if you’re doing 3.2 of these things, let’s build out a, uh, a play where you can make $3 for every dollar that we make. [00:32:28] Jay McBain: And you make that profitably. You make it in sticky, highly retained business, and that’s the model. ’cause if you make $3 for every dollar. We make, you’re gonna win Partner of the year, and if you win partner of the year, that piece of glass that you win on stage, by the time you get back to your table, you’re gonna have three offers to buy your business. [00:32:51] Jay McBain: CDW just bought a w. S’s Partner of the Year. Insight bought Google’s eight time partner of the year. Presidio bought ServiceNow’s, partner of the year over and over and over again. So I’m at Octane, I’m at CrowdStrike, I’m at all these events in Vegas every week. I’m watching these partners of the year. [00:33:05] Jay McBain: And I’m watching as the big resellers. I’m watching as the GSIs and the m and a folks are surrounding their table after, and they’re selling their businesses for SaaS level valuations. Not the one-to-one service valuation. They’re getting multiples because this is the new future of our industry. This is platform economics. [00:33:25] Jay McBain: This is winning and platforms for partners. Now, like Vince, I spent 20 minutes without talking about ai, but we have to talk about ai. So the next 20 years as it plays out is gonna play out in phases. And the first thing you know to get it out of the way. The first two years since that March of 23, has been underwhelming, to say the least. [00:33:47] Jay McBain: It’s been disappointing. All the companies that should have won the biggest in AI have been the most disappointing. It’s underperformed the s and p by a considerable amount in terms of where we are. And it goes back to this. We always overestimate the first two years, but we underestimate the first 10. [00:34:07] Jay McBain: If you wanna be the point in time person and go look at that 1983 PC or the 1995 internet or that 2007 iPhone or that whatever point in time you wanna look at, or if you want to talk about hallucinations or where chat chip ET version five is version, as opposed to where it’s going to be as it improves every six months here on in. [00:34:30] Jay McBain: But the fact of the matter is, it’s been a consumer trend. Nvidia got to be the most valuable company in the world. OpenAI was the first company to 2 billion users, uh, in that amount of speed. It’s the fastest growing product ever in history, and it’s been a consumer win this trillions of dollars to get it thrown around in the press releases. [00:34:49] Jay McBain: They’re going out every day, you know, open ai, signing up somebody new or Nvidia, investing in somebody new almost every single day in hundreds of billions of dollars. It is all happening really on the consumer side. So we got a little bit worried and said, is that 96% of surround gonna work in ag agentic ai? [00:35:10] Jay McBain: So we went and asked, and the good news is 88% of end customers are using partners to work through their ag agentic strategy. Even though they’re moving slow, they’re actually using partners. But what’s interesting from a partner perspective, and this is new research that out till 2030. This is the number one services opportunity in the entire tech or telco industry. [00:35:34] Jay McBain: 35.3% compounded growth ending at $267 billion in services. Companies are rebuilding themselves, building out practices, and getting on this train and figuring out which vendors they should hook their caboose to as those trains leave the station. But it kind of plays out like this. So in the next three to five years, we’re in this generative, moving into agentic phase. [00:36:01] Jay McBain: Every partner thinks internally first, the sales and marketing. They’re thinking about their invoicing and billing. They’re thinking about their service tickets. They’re thinking about creating a business that’s 10% better than their competitors, taking that knowledge into their customers and drive in business. [00:36:17] Jay McBain: But we understand that ag agentic AI, as it’s going to play out is not a product. A couple of years ago, we thought maybe a copilot or an agent force or something was going to be the product that everybody needed to buy, and it’s not a product, it’s gonna show up as a feature. So you go back in the history of feature ads and it’s gonna show up in software. [00:36:38] Jay McBain: So if you’re calling in SMB, maybe you’re calling on a restaurant. The restaurant isn’t gonna call OpenAI or call Microsoft or call Nvidia directly. They’re running their restaurant. And they may have chosen a platform like Toast Square, Clover, whatever iPads people are running around with, runs on a platform that does everything in their business, does staffing, does food ordering, works with Uber Eats, does everything end to end? [00:37:08] Jay McBain: They’re gonna wait to one of those platforms, dries out agent AI for them, and can run the restaurant more effectively, less human capital and more consistently, but they wait for the SaaS platform as you get larger. A hundred, 150 people. You have vice presidents. Each of those vice presidents already have a SaaS stack. [00:37:28] Jay McBain: I talked about Salesforce, ServiceNow, Workday, et cetera. They’ve already built that seven layer model and in some cases it’s 70 layers. But the fact is, is they’re gonna wait for those SaaS layers to deliver ag agentic to them. So this is how it’s gonna play out for the next three and a half, three to five years. [00:37:45] Jay McBain: And partners are realizing that many of them were slow to pick up SaaS ’cause they didn’t resell it. Well now to win in this next three to half, three to five years, you’re gonna have to play in this environment. When you start looking out from here, the next generation, you know, kind of five through 15 years gets interesting in more of a physical sense. [00:38:06] Jay McBain: Where I was yesterday talking about every IOT device that now is internet access, starts to get access to large language models. Every little sensor, every camera, everything that’s out there starts to get smart. But there’s a point. The first trillionaire, I believe, will be created here. Elon’s already halfway there. [00:38:24] Jay McBain: Um, but when Bill Gates thought there was gonna be a PC in every home, and IBM thought they were gonna sell 10,000 to hobbyists, that created the richest person in the world for 20 years, there will be a humanoid in every home. There’s gonna be a point in time that you’re out having drinks with your friends, and somebody’s gonna say, the early adopter of your friends is gonna say. [00:38:46] Jay McBain: I haven’t done the dishes in six weeks. I haven’t done the laundry. I haven’t made my bed. I haven’t mowed the lawn. When they say that, you’re gonna say, well, how? And they’re gonna say, well, this year I didn’t buy a new car, but I went to the car dealership and I bought this. So we’re very close to the dexterity needed. [00:39:05] Jay McBain: We’ve got the large language models. Now. The chat, GPT version 10 by then is going to make an insane, and every house is gonna have one of the. [00:39:17] Jay McBain: This is the promise of ai. It’s not humanoid robots, it’s not agents. It’s this. 99% of the world’s business data has not been trained or tuned into models yet. Again, this is the slow moving business. If you want to think about the 99% of business data, every flight we’ve all taken in this room sits on a saber system that was put in place in 1964. [00:39:43] Jay McBain: Every banking transaction, we’ve all made, every withdrawal, every deposit sits on an IBM mainframe put in place in the sixties or seventies. 83% of this data sits in cold storage at the edge. It’s not ready to be moved. It’s not cleansed, it’s not, um, indexed. It’s not in any format or sitting on any infrastructure that a large language model will be able to gobble up the data. [00:40:10] Jay McBain: None of the workflows, none of the programming on top of that data is yet ready. So this is your 10 to 20 year arc of this era that chat bot today when they cancel your flight is cute. It’s empathetic, it feels bad for you, or at least it seems to, but it can’t do anything. It can’t book you the Marriott and get you an Uber and then a 5:00 AM flight the next morning. [00:40:34] Jay McBain: It can’t do any of that. But more importantly, it doesn’t know who you are. I’ve got 53 years of flights under my belt and they, I’m the person that get me within six hours of my kids and get me a one-way Hertz rental. You know, if there’s bad weather in Miami, get me to Tampa, get me a Hertz, I’m driving home, I’m gonna make it home. [00:40:56] Jay McBain: I’m not the 5:00 AM get me a hotel person. They would know that if they picked up the flights that I’ve taken in the past. Each of us are different. When you get access to the business data and you become ag agentic, everything changes. Every industry changes because of this around the customers. When you ask about this 35% growth, working on that data, working in traditional consulting and design and implementation, working in the $7 trillion of infrastructure, storage, compute, networking, that’s gonna be around, this is a massive opportunity. [00:41:30] Jay McBain: Services are gonna continue to outgrow products. Probably for the next five to 10 years because of this, and I’m gonna finish here. So we talked a lot about quantifying names, faces, places, and I think where we failed the most as ultimate partners is underneath the tam, which every one of our CEOs knows to the decimal point underneath the TAM that our board thinks they’re chasing. [00:41:59] Jay McBain: We’ve done a very poor job. Of talking about the available markets and obtainable markets underneath it, we, we’ve shown them theory. We’ve shown them a bunch of, you know, really smart stuff, and PowerPoint slides up the wazoo, but we’ve never quantified it for them. If they wanna win, if they want to get access, if they want to double their pipeline, triple their pipeline, if they wanna start winning more deals, if they wanna win deals that are three times larger, they close two times faster. [00:42:31] Jay McBain: And they renew 15% larger. They have to get into the available and obtainable markets. So just in the last couple weeks I spoke at Cribble, I spoke at Octane, I spoke at CrowdStrike Falcon. All three of those companies at the CEO level, main stage use those exact three numbers, three x, two x, 15%. That’s the language of platforms, and they’re investing millions and millions and millions of dollars on teams. [00:42:59] Jay McBain: To go build out the Sam Andal in name spaces and places. So you’ve heard me talk about these 28 moments a lot. They’re the ones that you spend when you buy a car. Some people spend one moment and they drive to the Cadillac dealership. ’cause Larry’s been, you know, taking care of the family for 50 years. [00:43:18] Jay McBain: Some people spend 50 moments like I do, watching every YouTube video and every, you know, thing on the internet. I clear the internet cover to cover. But the fact is, is every deal averages around these 28 moments. Your customer, there’s 13 members of the buying committee today. There’s seven partners and they’re buying seven things. [00:43:37] Jay McBain: There’s 27 things orchestrating inside these 28 moments. And where and how they all take place is a story of partnering. So a couple of years ago, canals. Latin for channel was acquired by amia, which is a part of Informa Tech Target, which is majority owned by Informa. All that being said, there’s hundreds of magazines that we have. [00:44:00] Jay McBain: There’s hundreds of events that we run. If somebody’s buying cybersecurity, they probably went to Black Hat or they probably went to GI Tech. One of these events we run, or one of the magazines. So we pick up these signals, these buyer intent signals as a company. Why did they wanna, um, buy a, uh, a Canals, which was a, you know, a small analyst firm around channels? [00:44:22] Jay McBain: They understood this as well. The 28 moments look a lot like this when marketers and salespeople are busy filling in the spots of every deal. And by the way, this is a real deal. AstraZeneca came in to spend millions of dollars on ASAP transformation, and you can start to see as the customer got smart. [00:44:45] Jay McBain: The eBooks, they read the podcasts, they listened to the events they went to. You start to see how this played out over the long term. But the thing we’ve never had in our industry is the light blue boxes. This deal was won and lost in December. In this particular case, NTT software won and Yash came in and sold the customer five projects. [00:45:07] Jay McBain: The millions of dollars that were going to be spent were solved here. The design and architecture work was all done here. A couple of ISVs You see in light blue came in right at the end, deal was closed in April. You see the six month cycle. But what if you could fill in every one of the 28 boxes in every single customer prospect that your sales and marketing team have? [00:45:30] Jay McBain: But here’s the brilliance of this. Those light blue boxes didn’t win the deals there. They won the deals months before that. So when NTT and Software one walked into this deal. They probably won the deal back in October and they had to go through the redlining. They had to go through the contracting, they had to go through all the stuff and the Gantt chart to get started. [00:45:54] Jay McBain: But while your CMO is getting all excited about somebody reading an ebook and triggering an MQL that the sales team doesn’t want, ’cause it’s not qualified, it’s not sales qualified, you walk in and say, no, no. This is a multimillion deal, dollar deal. It’s AstraZeneca. I know the five partners that are coming in in December to solidify the seven layers, and you’re walking in at the same time as the CMOs bragging about an ebook. [00:46:21] Jay McBain: This changes everything. If we could get to this level of data about every dollar of our tam, we not only outgrow our competitors, we become the platforms of the next generation. Partnering and ultimate partnering is all here. And this is what we’re doing in this room. This is what we’re doing over these couple of days, and this is what, uh, the mission that Vince is leading. [00:46:43] Jay McBain: Thank you so much. [00:46:47] Vince Menzione: Woo. Day in the house. Good to see you my friend. Good to see you. Oh, we’re gonna spend a couple minutes. Um, I’m put you in the second seat. We’re gonna put, we’re gonna make it sit fireside for a minute. Uh, that was intense. It was pretty incredible actually, Jay. And so I’m, I think I wanna open it up ’cause we only have a few minutes just to, any questions? [00:47:06] Vince Menzione: I’m sure people are just digesting. We already have one up here. See, [00:47:09] Question: Jay knows I’m [00:47:10] Vince Menzione: a question. I love it. We, I don’t think we have any I can grab a mic, a roving mic. I could be a roving mic person. Hold on. We can do this. This is not on. [00:47:25] Vince Menzione: Test, test. Yes it is. Yeah. [00:47:26] Question: Theresa Carriol dared me to ask a question and I say, you don’t have to dare me. You know, I’m going to Anyway. Um, so Jay, of the point of view that with all of the new AI players that strategic alliances is again having a moment, and I was curious your point of view on what you’re seeing around this emergence and trend of strategic alliances and strategic alliance management. [00:47:52] Question: As compared to channel management. And what are you seeing in terms of large vendors like AWS investing in that strategic alliance role versus that channel role training, enablement, measurement, all that good stuff? [00:48:06] Jay McBain: Yeah, it’s, it’s a great question. So when I told the story about toast at the restaurant or Square or Clover, they’re not call, they’re not gonna call open AI or Nvidia themselves either. [00:48:17] Jay McBain: When you look out at the 250,000 ISVs. That make up this AI stack, there is the layers that happen there. So the Alliance with AWS, the alliance they have with Microsoft or Google is going to be how they generate agent AI in their platforms. So when I talk about a seven layer stack, the average deal being seven layers, AI is gonna drive this to nine, and then 11, then probably 13. [00:48:44] Jay McBain: So in terms of how alliances work, I had it up there as one of the five core strategies, and I think it’s pretty even. You can have the best alliances in the world, but if the seven partners trusted by the customer don’t know what that alliance is and the benefits to the customer and never mention it, it’s all for Naugh. [00:49:00] Jay McBain: If you’re go-to market, you’re co-selling, your co-marketing strategies are not built around that alliance. It’s all for naught. If the integration and the co-innovation, the co-development, the all the co-creation work that’s done inside these alliances isn’t translated to customer outcomes, it’s all for naugh. [00:49:17] Jay McBain: These are all five parallel swim lanes. All five are absolutely critically needed. And I think they’re all five pretty equally weighted in terms of needing each other. Yes. To be successful in the era of platforms. Yeah. [00:49:32] Vince Menzione: And the problem is they’re all stove pipe today. If, if at all. Yeah. Maintained, right. [00:49:36] Vince Menzione: Alliances is an example. Channels and other example. They don’t talk to one another. Judge any, we’ve got a mic up here if anybody else has. Yep. We have some questions here, Jacqueline. [00:49:51] Question: So when we’re developing our channel programs, any advice on, you know, what’s the shift that we should make six months from now, a year from now? The historical has been bronze, silver, gold, right? And you’ve got your deal registration, but what’s the future look like? [00:50:05] Jay McBain: Yeah, so I mean, the programs are, are changing to, to the point where the customer should be in the middle and realizing the seven partners you need to win the deal. [00:50:15] Jay McBain: And depending on what category of product you’re in, security, how much you rely on resell, 91.6%. You know, the channel partners are gonna be critical where the customer spends the money. And if you’re adding friction to that process, you’re adding friction in terms of your growth. So you know, if you’re in cybersecurity, you have to have a pretty wide open reseller model. [00:50:39] Jay McBain: You have to have a wide open distribution model, and you have to make sure you’re there at that point of sale. While at the same time, considering the other six partners at moment 12 who are in either saying nice things about you or not, the customer might even be starting with you. ’cause there is actually one thing that I didn’t mention when I showed the 28 moments filled in. [00:51:00] Jay McBain: You’ll notice that the customer went to AWS twice direct. AWS lost the deal. Microsoft won the deal software. One is Microsoft’s biggest reseller in the world. They just acquired crayon. NTT who, who loves both had their Microsoft team go in. [00:51:18] Question: Mm. [00:51:19] Jay McBain: So I think that they went to AWS thinking it was A-W-S-S-A-P, you know, kind of starting this seven layer stack. [00:51:25] Jay McBain: I think they finished those, you know, critical moments in the middle looking at it. And then they went back to AWS kind of going probably WWTF. Yeah. What we thought was happening isn’t actually the outcome that was painted by our most trusted people. So, you know, to answer your question, listen to your partners. [00:51:43] Jay McBain: They want to be recognized for the other things they’re doing. You can’t be spending a hundred percent of the dollars at the point of sale. You gotta have a point of system that recognizes the point of sale, maybe even gold, silver, bronze, but recognizing that you’re paying for these other moments as well. [00:51:57] Jay McBain: Paying for alliances, paying for integrations and everything else, uh, in the cyber stack. And, um, you know, recognizing also the top 1000. So if I took your tam. And I overlaid those thousand logos. I would be walking into 2026 the best I could of showing my company logo by logo, where 80% of our TAM sits as wallet share, not by revenue. [00:52:25] Jay McBain: Remember, a million dollar partner is not a million dollar partner. One of them sells 1.2 million in our category. We should buy them a baseball cap and have ’em sit in the front row of our event. One of them sells $10 million and only sells our stuff if the customer asks. So my company should be looking at that $9 million opportunity and making sure my programs are writing the checks and my coverage. [00:52:48] Jay McBain: My capacity and capability planning is getting obsessed over that $9 million. My farmers can go over there, my hunters can go over here, and I should be submitting a list of a thousand sorted in descending order of opportunity. Of where my company can write program dollars into. [00:53:07] Vince Menzione: Great answer. All right. I, I do wanna be cognizant of time and the, all the other sessions we have. [00:53:14] Vince Menzione: So we’ll just take one other question if there are any here and if not, we’ll let I know. Jay, you’re gonna be mingling around for a little while before your flight. I’m [00:53:21] Jay McBain: here the whole day. [00:53:22] Vince Menzione: You, you’re the whole day. I see that Jay’s here the whole day. So if you have any other questions and, and, uh, sharing the deck is that. [00:53:29] Vince Menzione: Yep. Alright. We have permission to share the deck with the each of you as well. [00:53:34] Jay McBain: Alright, well thank you very much everyone. Jay. Great to have you.

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Play Episode Listen Later Dec 26, 2025 132:48 Transcription Available


In dieser Episode blicken Sebastian, Stefan und Sven auf das Jahr 2025 zurück, indem sie über ihre Top-3-Hardware sprechen und Medien wie Bücher, Apps und Serien aus diesem Jahr empfehlen.

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1023- Las 3 cosas que más espero de 2026 en Hardware

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Play Episode Listen Later Dec 26, 2025 7:11


Las 3 cosas que más espero de 2026 en Hardware, primer episodio de la serie sobre lo que deseamos para el próximo año. Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Paul's Security Weekly
Building a Hacking Lab in 2025 - PSW #906

Paul's Security Weekly

Play Episode Listen Later Dec 25, 2025 63:21


The crew makes suggestions for building a hacking lab today! We will tackle: What is recommended today to build a lab, given the latest advancements in tech Hardware hacking devices and gadgets that are a must-have Which operating systems should you learn Virtualization technology that works well for a lab build Using AI to help build your lab Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-906

Paul's Security Weekly TV
Building a Hacking Lab in 2025 - PSW #906

Paul's Security Weekly TV

Play Episode Listen Later Dec 25, 2025 63:21


The crew makes suggestions for building a hacking lab today! We will tackle: What is recommended today to build a lab, given the latest advancements in tech Hardware hacking devices and gadgets that are a must-have Which operating systems should you learn Virtualization technology that works well for a lab build Using AI to help build your lab Show Notes: https://securityweekly.com/psw-906

Paul's Security Weekly (Podcast-Only)
Building a Hacking Lab in 2025 - PSW #906

Paul's Security Weekly (Podcast-Only)

Play Episode Listen Later Dec 25, 2025 63:21


The crew makes suggestions for building a hacking lab today! We will tackle: What is recommended today to build a lab, given the latest advancements in tech Hardware hacking devices and gadgets that are a must-have Which operating systems should you learn Virtualization technology that works well for a lab build Using AI to help build your lab Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-906

Paul's Security Weekly (Video-Only)
Building a Hacking Lab in 2025 - PSW #906

Paul's Security Weekly (Video-Only)

Play Episode Listen Later Dec 25, 2025 63:21


The crew makes suggestions for building a hacking lab today! We will tackle: What is recommended today to build a lab, given the latest advancements in tech Hardware hacking devices and gadgets that are a must-have Which operating systems should you learn Virtualization technology that works well for a lab build Using AI to help build your lab Show Notes: https://securityweekly.com/psw-906

MacVoices Video
MacVoices #25322: Kirk McElhearn Takes Control of Apple Media Apps (1)

MacVoices Video

Play Episode Listen Later Dec 24, 2025 23:58


Kirk McElhern discusses the latest edition of Take Control of Apple Media Apps, covering what's new—and what isn't—in Music, TV, Podcasts, and Books. He critiques the “Liquid Glass” look, notes small updates like AutoMix and pinned items, and argues the apps have reached maturity. The conversation includes accessibility issues, managing personal video libraries, and why Spotify's appeal isn't just playlists. (Part 1)  MacVoices is supported by The Antigravity A1. Get off the ground like never before with the Antigravity A1. You have to see the results to believe them. Find out everything you need to know to get off the ground with Antigravity A1 — the world's first 8K 360 drone.https://www.antigravity.tech/drone/antigravity-a1/buy?utm_term=macvoices Show Notes: Chapters: 0:00 – Why this edition matters; introducing the updated book2:46 – What's new: AutoMix, lyric tools, pinning, folders, widgets4:04 – Consistency across Mac/iPhone/iPad and where the Mac differs6:39 – “Maturity” vs innovation; why major UI changes may be over7:44 – iPod/iTunes anniversaries and the long arc of media features10:31 – Hardware/software “peaks” and what innovation looks like now12:24 – OS 26 changes, Liquid Glass pros/cons, and usability13:42 – TV app thumbnail/title problems; accessibility concerns16:22 – Using Plex for ripped/personal video libraries19:14 – Playlists, Spotify vs Apple Music, and personalization Links: Take Control of Apple Media Apps by Kirk McElhearn Guests:   Kirk McElhearn writes about Macs, iPods, iTunes, books, music and more. He is a regular contributor to TidBITS, as well as several other web sites and magazines. He is an avid podcaster who's shows include The Next Track,. You can follow him on Twitter, and visit his personal web site, Kirkville. Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

MacVoices Audio
MacVoices #25322: Kirk McElhearn Takes Control of Apple Media Apps (1)

MacVoices Audio

Play Episode Listen Later Dec 24, 2025 23:59


Kirk McElhern discusses the latest edition of Take Control of Apple Media Apps, covering what's new—and what isn't—in Music, TV, Podcasts, and Books. He critiques the "Liquid Glass" look, notes small updates like AutoMix and pinned items, and argues the apps have reached maturity. The conversation includes accessibility issues, managing personal video libraries, and why Spotify's appeal isn't just playlists. (Part 1)  MacVoices is supported by The Antigravity A1. Get off the ground like never before with the Antigravity A1. You have to see the results to believe them. Find out everything you need to know to get off the ground with Antigravity A1 — the world's first 8K 360 drone. https://www.antigravity.tech/drone/antigravity-a1/buy?utm_term=macvoices Show Notes: Chapters: 0:00 – Why this edition matters; introducing the updated book 2:46 – What's new: AutoMix, lyric tools, pinning, folders, widgets 4:04 – Consistency across Mac/iPhone/iPad and where the Mac differs 6:39 – "Maturity" vs innovation; why major UI changes may be over 7:44 – iPod/iTunes anniversaries and the long arc of media features 10:31 – Hardware/software "peaks" and what innovation looks like now 12:24 – OS 26 changes, Liquid Glass pros/cons, and usability 13:42 – TV app thumbnail/title problems; accessibility concerns 16:22 – Using Plex for ripped/personal video libraries 19:14 – Playlists, Spotify vs Apple Music, and personalization Links: Take Control of Apple Media Apps by Kirk McElhearn Guests:   Kirk McElhearn writes about Macs, iPods, iTunes, books, music and more. He is a regular contributor to TidBITS, as well as several other web sites and magazines. He is an avid podcaster who's shows include The Next Track,. You can follow him on Twitter, and visit his personal web site, Kirkville. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Clare FM - Podcasts
Local Support Driving Kilrush Christmas Spending Boost

Clare FM - Podcasts

Play Episode Listen Later Dec 24, 2025 2:51


The steadfast support of locals is said to be responsible for a notable surge in Christmas spending in Kilrush. Traders across West Clare's capital have unanimously reported an upturn in fortunes this festive period. Nationwide, punters will spend over €3.9bn this December, as traders begin to wind down for Christmas Day. The average household spend is also expected to hit €1,600, which is a 14% rise on last year. Owner of Anchor Crafts in Kilrush Pauline Dunleavy says they're noticing a significant rise in business. One of the newest additions to the town is hailing the local support for the Christmas spending boost. Hannah O'Reilly, Owner of Clan Gift Store says the retail scene has been thriving this year. One longstanding trader in the town has pointed to variety and understanding local needs as factors helping to boost business this year. George Brew however from Brew's Hardware and Gifts believes the introduction of one hour parking would significantly improve economic activity in the town. One of Clare's longest serving retailers insists buying local will always be more beneficial to a customer than buying online. Seán Dunleavy who's been in retail over 50 years and is currently working in Patrick Bourke's Menswear says local people know what others want and more importantly what they dont.

IO&TEch
Ripartiamo dalle basi

IO&TEch

Play Episode Listen Later Dec 24, 2025 38:30


(00:00:00) Ripartiamo dalle basi (00:00:12) Introduzione e Confessioni (00:07:20) Novità degli Apple Watch (00:11:12) I Nuovi Mac (00:14:56) AirPods Pro: La Mia Confessione (00:22:28) Aggiornamenti sugli iPad (00:27:27) Focus sull'iPhone 16e (00:33:34) iPhone 17: La Scelta Giusta (00:36:00) iPhone 17 Pro e le Aspettative (00:37:38) Conclusioni e Auguri Finali Avevo promesso di non comprare nulla fino al 2026, ma qualcosa è andato storto. In questo episodio analizzo l'intero anno hardware di Apple: dalla maturità raggiunta da Vision Pro con il chip M5 alla democratizzazione della linea Apple Watch. Esamino la strategia di consolidamento dei Mac, il nuovo isolamento acustico degli AirPods Pro 3 e il riassetto della famiglia iPad. Infine, il grande capitolo iPhone: dal "miracolo" economico dell'iPhone 16e alla solidità del 17, fino al controverso iPhone Air. Un viaggio completo nell'ecosistema per prepararci a cosa ci aspetta nel futuro.Visita Digiteee e scopri tutte le notizie sulla tecnologiaSegui Digiteee su TikTokDimmi la tua su Twitter, su Threads, su Telegram, su Mastodon, su BlueSky o su Instagram.Mail jacoporeale@yahoo.it Scopri dove ascoltare il podcast e lascia una recensione su Apple Podcast o Spotify.Ascolta An iPad guy su YouTube Podcast.Supporta il podcast

Apfelplausch
Apfelplausch #423: Weihnachtsfolge | Tops und Flops des Jahres 2025

Apfelplausch

Play Episode Listen Later Dec 24, 2025 83:37


Frohe Weihnachten wünschen euch Roman, Marco, Lukas und Fabian. Die vier Hosts lassen in einer Sonderfolge 2025 Revue passieren und diskutieren die wichtigsten Ereignisse des Apple-Jahres. Am Ende gibt es eine Bewertung und den Ausblick auf eine Neujahresfolge. Vielen Dank für eure Treue, Unterstützung und fürs Zuhören! Wir hören uns 2026 wieder… Der Apfelplausch hat nun eigenen Merch. Schaut gerne mal vorbei, mit einem Kauf unterstützt ihr unserer Arbeit. Vielen Dank für eure Treue! Zur Apfelplausch-App Folge direkt bei Apple anhören Folge direkt bei Spotify anhören Folge direkt bei YouTube anhören Kapitelmarken 0:00: Januar: Der neue Apfelplausch 03:01: Februar: iPhone 16e – Ein würdiger SE-Nachfolger? 09:47: März: Neue Macs und iPads – Mit dieser Hardware arbeiten wir 18:41: April: Apple Intelligence – Enttäuschung auf ganzer Linie? 30:14: Juni: iOS 26 auf der WWDC – Kontroverses Design und zahlreiche Bugs 42:10: Juli: Apfelplausch 400 – Ankündigung einer Neujahresfolge 42:56: August: So hat Apple 2025 finanziell abgeschnitten 51:46: September: Das iPhone Lineup mit Licht und Schatten 01:06:08: Oktober: Fehlende Vision – M5-Hardware enttäuscht? 01:10:48: November: Personeller Umbruch – Chaos oder geplanter Übergang? 01:15:53: Dezember: Live Übersetzung – Ein versöhnlicher Abschluss 01:17:49: Schlussworte: Welche Note bekommt Apple 2025? Apfelplausch hören Kein Apfelplausch mehr verpassen: ladet unsere neue App → zur App Bei Apple Bei Spotify Bei YouTube Bei Radio.de Apfelplausch unterstützen Bei Patreon (danke!) Als Hörerpost im Plausch sein? …dann schreibt uns eure Fragen, Anmerkungen, Ideen und Erfahrungen an folgende Adressen: E-Mail: apfelplausch@apfellike.com | vorname@apfelplausch.de | mail@apfelplausch.de Twitter: Apfelplausch folgen (oder Roman und Lukas) Instagram: Apfelplausch folgen Webseite: apfelplausch.de Merch: Apfelplausch kaufen

Player One Podcast
Higher Caliber Rods

Player One Podcast

Play Episode Listen Later Dec 22, 2025 74:24


This week! November video game sales took a dive, Ghost of Yotei, Ball x Pit, Yakuza 0 Director's Cut, Cast n Chill, Rayman 2, Tonic Trouble, and much, much more. Join us, won't you? https://youtube.com/live/5dUo0y_YPJQ Links of interest: Hardware sales and physical game spending in the US just had the worst November in 30 years Ghost of Yotei Ball x Pit Yakuza 0 Director's Cut Cast n Chill Rayman 2: The Great Escape Tonic Trouble Dragula Greg Sewart's Extra Life Page Player One Podcast Discord Greg Streams on Twitch Joe Montana Football - Generation 16 #131 Add us in Apple Podcasts Check out Greg's web series Generation 16 - click here. And take a trip over to Phil's YouTube Channel to see some awesome retro game vids. Follow us on twitter at twitter.com/p1podcast. Thanks for listening! Don't forget to visit our new web site at www.playeronepodcast.com. Running time: 01:14:23

Podcasts Bickley & Marotta

Vince, Bick and Sammy hand out awards for the best and worst of the weekend. 

Spartan Geek
El Flush

Spartan Geek

Play Episode Listen Later Dec 22, 2025 8:56


Flush de la semana con lo mejor en noticias que se dieron en la semanadéjame tu comentario Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialCualquier cosa o situación contactar a Diego Walker:diegowalkercontacto@gmail.comFecha Del Video[22-12-2025]#flush #ram #samsung #nvidia #ia #ddr5 #ddr5ram #ramddr5#drakspartan #drak #elflush#micron#amd#ryzen#lisasu

Questcast VR
QuestCastVR#036 Jahresrückblick | Hardware | Skydances Behemoth | Meta im Wandel

Questcast VR

Play Episode Listen Later Dec 22, 2025 74:40


Heute wollen wir das Jahr zusammen mit euch beenden und gemeinsam Weihnachten feiern.Wie immer gibt es verschiedenste Themen.Vielen Dank für eure Unterstützung! Ihr habt Fragen, Feedback oder Themenwünsche? dann lasst uns gerne einen Kommentar da.Gerne könnt Ihr uns auch per Mail an questcastvr@gmail.com eure Fragen schicken.Questcast VR:https://questcastvr.my.canva.site/questcastvr

The Linux Cast
Episode 217: 2025 TUXIE Awards

The Linux Cast

Play Episode Listen Later Dec 21, 2025 62:19


The boys are back one last time! Our last episode of the year, and we have awards to give out! ==== Special Thanks to Our Patrons! ==== https://thelinuxcast.org/patrons/ ===== Follow us

The DPS Podcast
Call of Duty & Fallout Collab | Console Hardware Sales Plummet | Expedition 33 Dominates

The DPS Podcast

Play Episode Listen Later Dec 21, 2025 133:22


DPS Gaming Channel:https://www.youtube.com/channel/UCBGYnElxgf6v24IahArK6XgCheck out Gaming Forte:https://www.youtube.com/gaming_fortehttps://twitter.com/gaming_forte​Check out SloMoBackSlap:https://twitch.tv/slomobackslaphttps://twitter.com/slomobackslaphttps://www.tiktok.com/@UCClIAvHh1FKUQcdwgQH82Qw

ACG - The Best Gaming Podcast
Larian Studios speaks out, Videogame hardware sales hit bottom, The best gaming podcast 563

ACG - The Best Gaming Podcast

Play Episode Listen Later Dec 19, 2025 181:08


Larian Studios speaks out, Videogame hardware sales hit bottom, The best gaming podcast 563substack https://substack.com/@acgreviehttps://amzn.to/43LY1Gv Amazon Affiliate LinkJoin this channel to get access to perks: https://www.youtube.com/channel/UC5zKbGokI0oI6SeZrHTfJjA/join Each Friday ACG and some pals Silver, Rej, Abssi, and Jonny from https://www.twitch.tv/jonnyplayslive get together to discuss games, life, books, movies and everything else. New home of the ACG Best Gaming Podcast Follow me on Twitter for reviews and info @jeremypenter-JOIN the ACG Reddit https://www.reddit.com/r/ACGVids/ https://www.patreon.com/AngryCentaurGaming

Podcast Živě
Google letos pohřbil web, AI nám zdražila počítače a pořád nás chtějí připravit o soukromí

Podcast Živě

Play Episode Listen Later Dec 19, 2025 51:32


Rekapitulujeme rok 2025 a rovnou říkáme, že to byla deprese. Sledujeme totiž několik začínajících trendů, jejichž dopady budou potenciálně obrovské. AI se letos skokově nezlepšila a AGI v blízké době nevznikne, zato investice do výpočetních center pokračují frenetickým tempem. Jedním z negativních dopadů je výrazné zdražení spotřebitelského hardwaru. Operační paměť během pár týdnů několikanásobně stoupla na ceně. Zdražování bude pokračovat a v příštím roce se dotkne prakticky veškeré elektroniky. Google mezitím pomocí svého AI režimu začal likvidovat web. eDoklady si utrhly ostudu. Nefungovaly totiž u prvních voleb, kdy jsme je mohli použít. Někteří politici chtějí omezit právo na soukromí a navrch se všude objevují divné AI memy a falešné ukázky na nové filmy. AI měla objevit léčbu rakoviny, místo toho však přebírá nadvládu nad digitálním prostorem. Smutné. 03:14 – OpenAI je hegemon, ale… 09:09 – AI slop 15:07 – Agentické prohlížeče 20:54 – Google ničí web 25:25 – Hardware brutálně zdražuje 32:48 – Služby také zdražují 35:44 – eDoklady selhaly 40:24 – Google neprodá Chrome 41:58 – Chat Control a spol.

Critical Thinking - Bug Bounty Podcast
Episode 153: Hacking the Robots of the Future: Hardware, AI, and Bug Bounties with Matt Brown

Critical Thinking - Bug Bounty Podcast

Play Episode Listen Later Dec 18, 2025 76:50


Episode 153: In this episode of Critical Thinking - Bug Bounty Podcast Matt Brown returns to talk with us about hacking robots, IOT hackbots, and his Zero-to-Hero Hardware Hacking Guide.Follow us on twitter at: https://x.com/ctbbpodcastGot any ideas and suggestions? Feel free to send us any feedback here: info@criticalthinkingpodcast.ioShoutout to YTCracker for the awesome intro music!====== Links ======Follow your hosts Rhynorater, rez0 and gr3pme on X: https://x.com/Rhynoraterhttps://x.com/rez0__https://x.com/gr3pme====== Ways to Support CTBBPodcast ======Hop on the CTBB Discord at https://ctbb.show/discord!We also do Discord subs at $25, $10, and $5 - premium subscribers get access to private masterclasses, exploits, tools, scripts, un-redacted bug reports, etc.You can also find some hacker swag at https://ctbb.show/merch!Today's Guest: Matt Brownhttps://x.com/nmatt0https://github.com/BrownFineSecurity/iothackbot====== Resources ======KeeYees USB Logic Analyzer DeviceSaleae logic analyzerXGecuHardware Hacking Tutorial by Make Me HackUART and SPI firmware extractionUART Root Shell on Linux RouterUART Shell Jail and Unlocked BootloaderChinese IP Camera Firmware ExtractionChip-Off Firmware Extraction====== Timestamps ======(00:00:00) Introduction(00:01:22) Incremental Session Token Story and Matt Brown Intro (00:10:42) Hardware Bug Bounty Scene & AI on Devices(00:24:30) Hacking Human Robot(00:41:33) Zero-to-Hero Hardware Hacking Guide(01:01:47) IOT Hackbot

Technol-AG Podcast
Hardware Requirements for Now and into the New Year

Technol-AG Podcast

Play Episode Listen Later Dec 18, 2025 13:08


Listen as Technology Solutions Consultant Eric Baumgardner talks about the hardware requirements that will keep you moving into 2026.  Eric discusses several topics that will help you and your financial practice. Topics include VPN, Windows, MacOS, desktops versus laptops, docking stations, memory and even AI tools.

WBEN Extras
Bill Malczewski of Hector's Hardware on effective snowblower use this winter

WBEN Extras

Play Episode Listen Later Dec 18, 2025 3:24


Bill Malczewski of Hector's Hardware on effective snowblower use this winter full 204 Thu, 18 Dec 2025 08:17:00 +0000 QuvFq42sxJgGceTgqJr09553kiqwVBJq news & politics,news WBEN Extras news & politics,news Bill Malczewski of Hector's Hardware on effective snowblower use this winter Archive of various reports and news events 2024 © 2021 Audacy, Inc. News & Politics News False https://player.a

Preprints in Motion
Open Science Hardware with Jason Griffey

Preprints in Motion

Play Episode Listen Later Dec 17, 2025 57:49


This week we discuss hardware, the equipment behind the science, with Jason Griffey, the new Executive Director at the Open Science Hardware Foundation. This episode was produced and edited by Jonny Coates. Music by Dr John D Howard.Submit your question that you'd like us to answer directly (https://www.speakpipe.com/preprints) or contact us via our website. If you enjoyed this show then hit that subscribe button and leave a review (on Apple Podcasts or Spotify). If you love what we are trying to do then buy us a coffee https://www.buymeacoffee.com/preprints! Any contribution is greatly appreciated.For the latest podcast news and updates follow us on Instagram @Motion_Pod or visit our website; www.preprintsinmotion.wordpress.com. Preprints in Motion is a Rippling Ideas production.Find us on social media: Jonny (@JACoates.bsky.Social), Camila (@Kamo_Valenzuela) & Sonia (www.linkedin.com/in/soniagomespereira). 

Swisspreneur Show
EP #537 - Imad Abdallah: The One-Customer Rule for Hardware Founders

Swisspreneur Show

Play Episode Listen Later Dec 17, 2025 43:09


Timestamps:10:01 - What RTDT does21:03 - Creating a team and spinning-off from ETH26:19 - Getting financing for Hardware 32:08 - The One-Customer ruleEpisode summary:In this episode, we sit down with Imad Abdallah, Co-Founder & CEO of RTDT, a spin-off from ETH Zurich developing one of the world's first systems to measure real aerodynamic behavior directly on wind turbine blades. After studying engineering in Canada and Denmark, Imad moved to Switzerland for a postdoc at ETH where the core technology behind RTDT was born.Imad shares what it really takes to build a hardware company in Switzerland: turning a research prototype into a manufacturable product, navigating regulation, and validating a solution for an industry where no benchmark data exists. Imad also shares how early programs like Venture Kick and Innosuisse helped sharpen their pitch - shifting from “technology that can do everything” to a clear value proposition for one specific market. He explains why the wind industry is concentrated, hard to access, but ultimately ideal for focused, high-impact innovation.Imad offers an honest look behind the scenes of hardware entrepreneurship: spending months rewriting firmware, installing patches himself in the rain on 100-meter blades, and learning the importance of one customer, one use case, one application in the early days. He reflects on fundraising challenges founders face when developing hardware, the value of choosing partners who understand manufacturing, and the long-term vision of making RTDT the reference in deploying an interface between aerodynamic data and turbine control systems.This episode was sponsored by infinity.swiss, Switzerland's most advanced AI accounting tool. Save 25% by entering code SWISSPRENEUR at checkout.The cover portrait was edited by⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.smartportrait.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.‍‍Don't forget to give us a follow on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Youtube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠so you can always stay up to date with our latest initiatives. That way, there's no excuse for missing out on live shows, weekly giveaways or founders' dinners.

The Pat Bev Podcast with Rone
Spurs vs Thunder is the Next Classic NBA Rivalry & Jason Williams Shows Off Some Hardware

The Pat Bev Podcast with Rone

Play Episode Listen Later Dec 16, 2025 87:46


TIMESTAMPS: 00:00:34 Welcome Back 00:01:28 Marcus Smart 00:04:36 Miami Christmas 00:12:33 Spurs Cup Update 00:23:33 JWill stats 00:26:14 Giannis to NYK? 00:29:02 Playoff Expectations 00:32:55 Barstool Mens League 00:37:20 Warriors 00:43:28 General Managers 00:47:47 Phx Suns Muscles 00:50:20 Underrated Players & Starting 5 00:56:40 Vince Carter 01:06:47 Ring Ring Ring 01:10:44 Jaylen Brown 01:17:48 Michigan Drama 01:25:04 Is Embiid Back? ADS: -- New Amsterdam Vodka: Find your wins with New Amsterdam Vodka -- DraftKings: GAMBLING PROBLEM? CALL 1-800-GAMBLER, (800) 327-5050 or visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). Please Gamble Responsibly. 888-789-7777/visit ccpg.org (CT), or visit www.mdgamblinghelp.org (MD). 21+ and present in most states. (18+ DC/KY/NH/WY). Void in ONT/OR/NH. Eligibility restrictions apply. On behalf of Boot Hill Casino & Resort (KS). Pass-thru of per wager tax may apply in IL. 1 per new customer. Must register new account to receive reward Token. Must select Token BEFORE placing min. $5 bet to receive $200 in Bonus Bets if your bet wins. Min. -500 odds req. Token and Bonus Bets are single-use and non-withdrawable. Token expires 1/11/26. Bonus Bets expire in 7 days (168 hours). Stake removed from payout. Terms: sportsbook.draftkings.com/promos. Ends 1/4/26 at 11:59 PM ET. Sponsored by DK. -- Gametime: Go to https://12DaysOfGametime.com today for a chance to experience one of these moments! -- Vuori: Go to https://vuori.com/hoopin for 20% off your first purchase.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/patbevpod

ACG - The Best Gaming Podcast
Exodus May Rock, Ubisoft expands, and hardware contracts The best gaming Podcast 562

ACG - The Best Gaming Podcast

Play Episode Listen Later Dec 16, 2025 52:59


Exodus May Rock, Ubisoft expands, and hardware contracts The best gaming Podcast 561substack https://substack.com/@acgreviehttps://amzn.to/43LY1Gv Amazon Affiliate LinkJoin this channel to get access to perks:https://www.youtube.com/channel/UC5zKbGokI0oI6SeZrHTfJjA/join Each Friday ACG and some pals Silver, Rej, Abssi, and Jonny from https://www.twitch.tv/jonnyplayslive get together to discuss games, life, books, movies and everything else. New home of the ACG Best Gaming Podcast Follow me on Twitter for reviews and info @jeremypenter-JOIN the ACG Reddit https://www.reddit.com/r/ACGVids/ https://www.patreon.com/AngryCentaurGaming

For Mac Eyes Only
For Mac Eyes Only 463 – Jingle Bell Mac

For Mac Eyes Only

Play Episode Listen Later Dec 16, 2025


On this episode of For Mac Eyes Only: Mike, Eric and Darren dive into their sack of holiday gift ideas and share some favorite last minute gift picks for the Apple user in your life.

PN podcast
Unusual emboli, and software versus hardware - Case Reports December 2025

PN podcast

Play Episode Listen Later Dec 16, 2025 41:13


Another set of intriguing cases from the latest issue of the journal, pored over by the Case Reports team.  In the first case, a 24-yo man presents acutely with reduced consciousness, following 3 days of right-sided headache. His mother reports sudden behavioural changes with jerky movements and enlarged pupils. He is agitated, not obeying commands and not moving his left-side limbs. He had a history of autism and vascular Ehlers-Danlos syndrome and was on medication for stroke prevention. An MRI scan led to a differential diagnosis of Posterior Reversible Encephalopathy Syndrome (PRES), but the final conclusion came post-discharge after a further review of his scans.  https://pn.bmj.com/content/25/6/549 The second report (19:37) describes two curious instances of functional neurological disorder (FND), both of which improved after the patients were in comatose states. The first patient is a 59-yo man who had developed muscle weakness shortly after at car crash at age 49, and had subsequently been reliant on a wheelchair for more than 8 years. Recently the patient had been infected simultaneously with severe cases of flu and COVID-19, during which he had been sedated and placed in an induced coma for several weeks. Awakening from the coma, the patient showed surprising signs of new mobility. In the second patient, a 40-yo woman presented with flaccid paralysis of her left arm, with loss of sensation up to the shoulder. She had a history of bipolar disorder and agoraphobia. She was diagnosed with FND and participated in physiotherapy and hypnotherapy with no improvement. Thirteen months later she was readmitted following an overdose on a mix of analgesics and sedatives, and was ventilated in the ITU for several hours. Upon waking the patient noticed that her previously paralyzed arm had completely recovered. https://pn.bmj.com/content/25/6/562  Further reading: Advances in functional Neurological disorder (BMJ Neurology Open)   The case reports discussion is hosted by Prof. Martin Turner¹, who is joined by Dr. Ruth Wood² and Dr. Babak Soleimani³ for a group examination of the features of each presentation, followed by a step-by-step walkthrough of how the diagnosis was made. These case reports and many others can be found in the October 2025 issue of the journal. (1) Professor of Clinical Neurology and Neuroscience at the Nuffield Department of Clinical Neurosciences, University of Oxford, and Consultant Neurologist at John Radcliffe Hospital. (2) Neurology Registrar, University Hospitals Sussex. (3) Clinical Research Fellow, Oxford Laboratory for Neuroimmunology and Immunopsychiatry, Nuffield Department of Medicine, University of Oxford Please subscribe to the Practical Neurology podcast on your favourite platform to get the latest podcast every month. If you enjoy our podcast, you can leave us a review or a comment on Apple Podcasts (https://apple.co/3vVPClm) or Spotify (https://spoti.fi/4baxjsQ). We'd love to hear your feedback on social media - @PracticalNeurol. Production and editing by Brian O'Toole. Thank you for listening.

Podcasts Bickley & Marotta

Vince, Tim, Jarrett, and Sammy hand out awards for the best and worst of the weekend.

Podcasts Bickley & Marotta
Hour 4: Are we more frustrated by the Suns or Cardinals?

Podcasts Bickley & Marotta

Play Episode Listen Later Dec 15, 2025 39:11


Marotta and Tim Ring talk Suns, go through Soiclat Studies, hand out Hardware, and are joined by Wolf and Mitch for Crosstalk.

The Linux Cast
Episode 216: Ask Us Anything

The Linux Cast

Play Episode Listen Later Dec 14, 2025 70:19


Our annual AMA! Join us, ask us questions. ==== Special Thanks to Our Patrons! ==== https://thelinuxcast.org/patrons/ ===== Follow us

GameStar Podcast
DnD OHNE Rollenspiel? Kann das gut gehen?

GameStar Podcast

Play Episode Listen Later Dec 14, 2025 41:21 Transcription Available


Action statt Rollenspiel? Lea, Paul, Heiko und Mháire sezieren die überraschende Ankündigung des Dungeons & Dragons Action-Adventures Warlock! Sie liefern eine erste Spieleinschätzung und tauchen tief in die Welt von D&D ein.

A VerySpatial Podcast | Discussions on Geography and Geospatial Technologies

Topic: Gifts for your computer  Hardware, software, services, knowledge… 

ClimateBreak
Rerun: Sustainable Wood from Mass Timber, with Dr. Paul Mayencourt

ClimateBreak

Play Episode Listen Later Dec 13, 2025 1:45


How Sustainable Wood Helps Mitigate the Impact of Climate ChangeSustainable wood refers to the use of mass timber, which involves smaller pieces of wood that are dried and glued together in a perpendicular, crosswise pattern to form large slabs. This process can incorporate a closed-loop system that repurposes wood, promoting a circular practice that minimizes wood waste and reduces landfill usage, transportation needs, and carbon emissions. Additionally, the wood retains the carbon absorbed by trees during their growth, storing it in the floors and walls of buildings. As infrastructure demands increase, sustainable wood offers an environmentally friendly solution to meet these needs.Why the Construction Industry Needs Sustainable WoodSustainable wood, particularly through the use of mass timber, is gaining recognition as a critical climate solution in the construction industry. Traditional building materials like concrete and steel are carbon-intensive to produce, responsible for nearly 8% of global carbon emissions. In contrast, mass timber is derived from a renewable resource: trees. Through responsible forest management, trees can be harvested and replanted in a sustainable cycle, allowing forests to continue absorbing carbon dioxide. The wood used in mass timber stores this carbon long after the trees are cut down, effectively sequestering it in the walls, floors, and structures of buildings for decades or even centuries. This makes sustainable wood not only a viable building material but also a carbon sink, helping reduce the overall carbon footprint of new construction.The production of mass timber involves using smaller, fast-growing trees that are often thinned from forests to maintain ecological health. These pieces of wood are dried and glued in layers, forming large, strong panels that can be used for walls, floors, and even entire building frames. This technique reduces waste by making use of smaller trees or leftover wood that might otherwise be discarded. Additionally, mass timber is much lighter than steel and concrete, reducing the energy needed for transportation and lowering emissions from construction sites. The process can also incorporate repurposed or recycled wood in a closed-loop system, further contributing to the circular economy and minimizing waste.The climate benefits of sustainable wood go beyond carbon storage. Timber construction has a much lower embodied carbon than steel and concrete, which require energy-intensive processes to extract and manufacture. By substituting these materials with mass timber, builders can reduce carbon emissions by up to 70%. In regions where sustainable forestry practices are employed, this approach also supports local ecosystems by preventing deforestation, protecting biodiversity, and encouraging the regeneration of forests. Importantly, mass timber's design allows for prefabrication, which reduces construction time and waste, making it not only a greener option but also an economically competitive one.As cities and communities around the world grapple with the need for affordable housing while also addressing climate change, sustainable wood provides a promising solution. By scaling up the use of mass timber in mid- and high-rise buildings, the construction sector can reduce its reliance on carbon-heavy materials, sequester large amounts of carbon, and promote sustainable forest management practices. This integration of environmental, economic, and social benefits positions sustainable wood as a key player in the transition toward a low-carbon future.The Future of Sustainable Wood: Making Construction Faster and Greener Sustainable wood, especially when derived through the use of mass timber, offers a range of environmental, economic, and structural advantages over traditional building materials. From a structural standpoint, mass timber is both strong and lightweight, making it a highly versatile material. It has a high strength-to-weight ratio, allowing it to be used in large, multi-story buildings while reducing the overall load on foundations and minimizing transportation costs. Additionally, mass timber is more fire-resistant than many people realize; when exposed to fire, the outer layer of the wood chars and insulates the inner core, slowing down the spread of fire and maintaining the building's integrity for longer than some steel structures. This combination of strength, fire resistance, and flexibility gives mass timber a competitive edge in construction.Economically, sustainable wood offers cost-saving opportunities through faster construction times and less material waste. Mass timber panels can be prefabricated off-site, reducing the time spent on construction and the labor costs associated with traditional methods. This efficiency not only lowers the overall cost of building but also minimizes disruption in urban areas. Furthermore, the use of repurposed or recycled wood supports a circular economy, where resources are reused rather than discarded, reducing the environmental impact and fostering a more sustainable construction industry. As demand for sustainable and affordable housing rises, mass timber presents a compelling, eco-friendly alternative to conventional building practices.One of the most significant benefits is its ability to sequester carbon. Trees naturally absorb carbon dioxide from the atmosphere as they grow, and this carbon remains stored in the wood even after it's used in construction. By utilizing wood in buildings, the carbon is locked away for the lifespan of the structure, helping to reduce overall greenhouse gas emissions. In contrast, materials like concrete and steel release large amounts of carbon during their production, contributing to climate change. This makes mass timber a powerful tool in the fight against global warming, especially when paired with sustainable forestry practices.Sustainable Wood SkepticismDespite its many advantages, the use of sustainable wood and mass timber as a building material does have some drawbacks and criticisms. One primary concern is the reliance on sustainable forestry practices. If forests are not properly managed, large-scale timber harvesting can lead to deforestation, habitat destruction, and biodiversity loss. The success of mass timber as a climate solution depends on responsible sourcing, including replanting trees to maintain the carbon-absorbing benefits of forests. Unsustainable logging practices or overharvesting could negate the environmental benefits of mass timber by releasing more carbon into the atmosphere and harming ecosystems.Another challenge is the perception of wood's durability and fire safety. While mass timber is engineered to be fire-resistant, some critics remain concerned about its performance in large-scale buildings. Public perception and regulatory hurdles can be barriers to adoption, as many building codes and fire safety standards are based on traditional materials like concrete and steel. These regulations may need to be updated to reflect the true performance of mass timber, but in the meantime, they can slow down its widespread use in urban construction.Additionally, there are economic concerns, particularly regarding initial costs. While mass timber can reduce construction time and labor costs, the price of sustainably sourced wood can be higher than that of conventional materials, especially if demand outstrips supply. The infrastructure for large-scale mass timber production is still developing, and until it reaches full maturity, the material may remain more expensive and less accessible than concrete or steel, limiting its adoption in some markets. Over time, these challenges may be addressed, but they highlight the need for careful planning, regulation, and investment in the mass timber industry.Who is Our Guest?Dr. Paul Mayencourt is a researcher and educator at studying low-carbon design solutions in architecture. He does much of his work in the Wood Lab at the University of California, Berkeley between the Department of Architecture and the Department of Environmental Science, Policy, and Management. Dr. Mayencourt specializes in mass timber, structural design, and structural optimization. ResourcesUC Berkeley: Forest to frame: Paul Mayencourt bridges forest management and sustainable constructionAmerican Wood Council: Mass TimberUC Berkeley: Continuing Berkeley's legacy in forest productsVox: The hottest new thing in sustainable building is, uh, woodSeattle Business Magazine: Cross-laminated Timber: the Future of Building?Further ReadingUrban Machine: https://urbanmachine.build/Hardware to Save a Planet: Podcast with Co-Founder of Urban MachineWashington Post: Forget the log cabin. Wood buildings are climbing skyward — with pluses for the planet.Swedish Wood: A global solution for a locally active industryDalberg: A Forest Economy for the Future: Generating social and economic dividends from more sustainable, circular sourcesFor a transcript, please visit https://climatebreak.org/sustainable-wood-from-mass-timber-with-dr-paul-mayencourt/

In Touch with iOS
Vision Pro Wins, Apple Betas, and Yes, the Polishing Cloth

In Touch with iOS

Play Episode Listen Later Dec 12, 2025 77:10


Episode 399 of In Touch With iOS with host Dave Ginsburg, features a special guest appearance by Katie Fawkes, from Ecamm, alongside Jill McKinley, Marty Jencius, Jeff Gamet, and Eric Bolden. The panel covers Ecamm live streaming workflows, Vision Pro app and game awards, immersive video experiences, iOS 26.2 betas, Shortcuts automation, Mac mini innovations, Apple accessories, iFixit's new AI repair tool, and the latest Apple TV+ news—delivering a packed episode full of insight, humor, and Apple ecosystem expertise. The show notes are at InTouchwithiOS.com  Direct Link to Audio  Links to our Show Give us a review on Apple Podcasts! CLICK HERE we would really appreciate it! Click this link Buy me a Coffee to support the show we would really appreciate it. intouchwithios.com/coffee  Another way to support the show is to become a Patreon member patreon.com/intouchwithios Website: In Touch With iOS YouTube Channel In Touch with iOS Magazine on Flipboard Facebook Page BlueSky Mastodon X Instagram Threads Summary In Episode 399 of In Touch With iOS, host Dave Ginsburg is joined by a full panel—including special guest Katie Fawkes from Ecamm—for a wide-ranging discussion across Apple hardware, software, services, and the evolving creator ecosystem. Katie shares her background at Ecamm and discusses how Mac-first live-streaming tools are empowering a new generation of creators. The panel explores Ecamm's Zoom integration, creative workflows, and why the Mac mini has become a gateway device for many Windows users entering the Apple ecosystem. The conversation moves into Vision Pro news, including visionOS 26.2 RC, Apple's App of the Year winners, and immersive content highlights. The panel reacts to Explore POV winning Vision Pro App of the Year and dives into immersive skiing footage from Red Bull, praising Apple's growing spatial video ambitions. Gaming gets its moment as Porta Newbie is named Vision Pro Game of the Year, with discussion around spatial controls and onboarding challenges. On the software front, the group breaks down iOS 26.2 beta changes, Apple's unusual second release candidate, and early impressions across iPhone, iPad, Mac, Watch, and Vision Pro. Productivity apps, Shortcuts enhancements (25+ new actions), and real-world automation use cases spark a lively exchange—especially around using ChatGPT to build shortcuts. Hardware topics include Mac mini rack mounting, Thunderbolt 5 clustering, and Apple accessories—yes, including the infamous Apple polishing cloth. The panel also discusses iFixit's new FixBot AI repair assistant and the ongoing right-to-repair movement. Wrapping up, the show dives into Apple TV+ momentum, Golden Globe nominations, and upcoming releases like Margo's Got Money Troubles, Severance, Slow Horses, Pluribus, and F1. The episode closes with thoughts on Google and Apple collaborating on easier Android-to-iPhone switching, MKBHD's Phone of the Year picks, and why Apple's ecosystem continues to evolve in surprising ways. Topics and Links We welcome first time guest Katie to the show. We find out what Apple devices she uses and about Ecamm Live which our show uses and other projects. The VHS Club In Touch With Vision Pro this week.  Vision Pro 2025 Apps of the Year Explore POV App Porta Nuba Porta Nubi: Immersive Puzzles App ‎World of Red Bull - Apple TV  Legs of Steel Crew video on the shoot - Facebook Beta this week.  iOS 26 RC2 was released Apple Seeds Second iOS 26.2 Release Candidate to Developers and Public Beta Testers iOS 26.2 gets new RC for iPhone ahead of launch - 9to5Mac 15 New Things Your iPhone Can Do in iOS 26.2 Apple unveils the winners of the 2025 App Store Awards Jeff asked Katie what productivity apps she uses In Touch With Mac this week macOS Beta 26.2 RC 2 was released.  Hands-on: Sonnet RackMac mini - up to three Mac minis in a single enclosure [Video] - 9to5Mac Cool things to keep things clean.  Apple Polishing Cloth WHOOSH! Pro 16.9 fl oz Refillable Screen Cleaner & Microfiber Cloth Other Topics Google and Apple partner on better Android-iPhone switching iPhone 17 is MKBHD's phone of the year iOS 26's Shortcuts app adds 25+ new actions, here's everything new - 9to5Mac What's new in Shortcuts for iOS 26, iPadOS 26, macOS 26, watchOS 26, and visionOS 26 - Apple Support JustWatch: These were Apple TV's top global movies and shows in November iPhone 17 Pro lost key Camera app feature that iPhone 16 Pro had News iFixit launches FixBot AI repair helper, with free and paid versions - 9to5Mac Apple TV reveals first look at "Margo's Got Money Troubles" from David E. Kelley Apple's "F1," "Severance," "Pluribus," "Slow Horses," "The Studio" score Golden Globe nods - Apple TV Press Apple scores top nominations for the 31st Annual Critics Choice Awards Announcements Macstock 9 has wrapped for 2025. Attendees will receive a link for the session recordings when  they're ready in 30-45 days. If you missed Macstock we missed you! Why not purchase a digital pass to relive all the amazing presentations? Click the link below to purchase the digital pass. Macstock X has already been announced July 10,11,12, 2026 hopeful you all can join us.  Macstock IX Digital Pass Our Host Dave Ginsburg is an IT professional supporting Mac, iOS and Windows users and shares his wealth of knowledge of iPhone, iPad, Apple Watch, Apple TV and related technologies. Visit the YouTube channel https://youtube.com/intouchwithios follow him on Mastodon @daveg65, , BlueSky @daveg65  and the show @intouchwithio   Our Guest Katie Fawkes is the Director of Marketing at Ecamm, a leading live streaming and video production software for Mac users. With a background in content strategy, podcasting, and community building, Katie is passionate about helping creators confidently show up on camera and grow their brands through video. She's the co-host of The Flow and The VHS Club video podcasts, hosts multiple live video series, and speaks regularly at industry events on topics like one-take video, camera confidence, and creator marketing. Our Regular Contributors Jeff Gamet is a podcaster, technology blogger, artist, and author. Previously, he was The Mac Observer's managing editor, and Smile's TextExpander Evangelist. You can find him on Mastadon @jgamet Pixelfed @jgamet@pixelfed.social and Bluesky @jgamet.bsky.social‬ Podcasts The Context Machine Podcast  Retro Rewatch Retro Rewatch His YouTube channel https://youtube.com/jgamet Marty Jencius, Ph.D., is a professor of counselor education at Kent State University, where he researches, writes, and trains about using technology in teaching and mental health practice. His podcasts include Vision Pro Files, The Tech Savvy Professor and Circular Firing Squad Podcast. Find him at jencius@mastodon.social  https://thepodtalk.net  Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him by email at eabolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast.   Jill McKinley works in enterprise software, server administration, and IT A lifelong tech enthusiast, she started her career with Windows but is now an avid Apple fan. Beyond technology, she shares her insights on nature, faith, and personal growth through her podcasts—Buzz Blossom & Squeak, Start with Small Steps, and The Bible in Small Steps. Watch her content on YouTube at @startwithsmallsteps and follow her on X @schmern. Find all her work at http://jillfromthenorthwoods.com  Chuck Joiner is the host of MacVoices and hosts video podcasts with influential members of the Apple community. Make sure to visit macvoices.com and subscribe to his podcast. You can follow him on Twitter @chuckjoiner and join his MacVoices Facebook group.

GameStar Podcast
Exklusives Interview: So groß wird Dawn of War 4 wirklich! | mit Maurice Weber

GameStar Podcast

Play Episode Listen Later Dec 11, 2025 65:19 Transcription Available


In diesem exklusiven Interview spricht Maurice mit Entwickler Jan Theysen über den enormen Umfang von Dawn of War 4.

Metaverse Marketing
AI Hardware Shifts, RAM Price Spikes, Google–Warby Parker Wearables, Meta's MR Delays, and the Battle for AI Music Rights with Lee Kebler, Adam Davis McGee, and Ryan McMahan

Metaverse Marketing

Play Episode Listen Later Dec 10, 2025 61:42


In this episode of TechMagic, hosts Lee Kebler and Adam Davis McGee unpack the rapid shifts transforming AI, hardware, and creative industries. Cathy is away this week and will be back in the new year. Lee and Adam explore how RAM manufacturers are pivoting away from consumer electronics toward AI, and how this will spike gaming and device prices in 2026, why Meta's mixed-reality delays open the door for Google's surprising partnership with Warby Parker, and how Google may be quietly edging ahead in the AI race. In the second half, Lee speaks with Ryan McMahan, who breaks down the legal and ethical storm surrounding AI-generated music. Together, they examine copyright grey zones, artist rights, and why AI is becoming more of an accelerant for creativity than a replacement for human artistry.Come for the tech and stay for the magic!Key Discussion Topics:01:40: RAM Shortage Will Devastate Consumer Electronics Pricing in 202606:12: Meta's Mixed Reality Delay & the Battle Between Google and Meta11:29: Why Google Will Win the AI Race Over OpenAI23:52: AI Music Generation and the Copyright Crisis on Spotify33:28: Meet Ryan McMahan: Artist Manager Fighting for Creator Rights35:34: Blanco Brown's Story: From Platinum to Fighting AI38:50: The First Major Artist Covers an AI-Generated Song40:45: Understanding Covers vs. Derivatives in Copyright Law45:51: AI as a Creative Tool, Not a Job Replacement50:32: The Fast Fashion Problem in Modern Music Production57:31: Independent Artists Need Representation at Policy Tables01:01:45: Creative Industry Workers Share AI Concerns and Opportunities01:04:17: Meta's Consent Prompt: Is Algorithmic Boost Tied to AI Training Permission?01:05:59: Key Takeaways: AI, Copyright, and the Future of Creative Work Hosted on Acast. See acast.com/privacy for more information.

The Tech Trek
Factory operating systems and the AI hardware crunch

The Tech Trek

Play Episode Listen Later Dec 10, 2025 28:04


Karan Talati, cofounder and CEO at First Resonance, joins me to unpack what modern manufacturing really looks like inside factories that build rockets, drones, reactors, and other complex hardware. We dig into why only a small slice of factories run on real systems today, what a true factory operating system unlocks, and how that connects directly to national security and the AI boom.If you care about where all of this new compute, energy, and defense hardware will actually come from, this conversation gives you a clear view of the stack, the gaps, and the opportunity. Key takeaways• Only a small fraction of factories in the United States use a manufacturing execution system, which leaves a huge gap between legacy on prem tools, paper processes, and generic workflow apps that were never built for hardware work• Cloud infrastructure and open interfaces now make it possible to deploy a purpose built factory operating system at a cost and speed that works for both fast moving startups and long standing suppliers• Reindustrialization does not mean bringing every product back onshore, it means being deliberate about the layers of manufacturing that matter most for national security, chips, optics, and other high value components• The real foundation for modern manufacturing is talent, there is a major chance to re skill people into highly technical, well paid roles in aerospace, semiconductors, energy, and more• AI and agent style workflows will sit across design, manufacturing, and field operations so that hardware teams can close feedback loops, shorten timelines, and make better decisions with the data they already generateTimestamped highlights[00:40] Karan explains what First Resonance does and why he calls it a factory operating system for complex industries like aerospace, defense, energy, and autonomy[01:55] How we ended up with only about fifteen percent of factories running on an MES, and why most hardware work still lives on paper, spreadsheets, and ad hoc tools[06:49] A clear walkthrough of how offshoring looked like a rational path for decades, and why it created hidden risk across chips, optics, and other critical components[11:46] Which parts of manufacturing should come back onshore, why you do not want everything local, and how workforce strategy fits into the new industrial map[16:35] What a horizontal stack across design, factory systems, test, and field data can look like, and how AI agents can keep teams in sync across that stack[23:02] The real timelines of hardware in the age of AI, why software is speeding up physical development, and why examples like SpaceX and TSMC matter for the next decadeA line that stayed with me“Hardware and software are not separate worlds, they are one system that is now converging faster than most people realize.”Practical moves for tech leaders• Map your current manufacturing and hardware workflows, even if you are at a software first company, find the paper, spreadsheets, and disconnected tools that support anything physical you ship• Look for one or two places where a factory operating system or modern MES could remove handoffs, for example design changes that take weeks to reach the line or test data that never feeds back into engineering• Treat manufacturing careers as part of your talent strategy, help your teams see these roles as high skill and high impact, not as a side trackCall to actionIf this episode gave you a clearer view of how hardware, AI, and national security tie together, share it with one other person who should be thinking about the factory side of their roadmap. Follow and subscribe to The Tech Trek so you never miss deep dives like this, and connect with me on LinkedIn if you want more conversations at the edge of data, engineering, and real world impact.

GameStar Podcast
Teurer als je zuvor: Fällt Gaming-Weihnachten dieses Jahr aus?

GameStar Podcast

Play Episode Listen Later Dec 9, 2025 31:56 Transcription Available


Trotz Black Friday bleiben PCs und Konsolen teuer. Der Grund: KI-Giganten kaufen den Markt leer und Marken wie Crucial ziehen sich zurück. Im Talk mit Jakob Erckert & Sebastian Reese (CSL) klären wir: Ist das schlimmer als zu Corona-Zeiten? Und solltet ihr Jetzt noch schnell kaufen oder warten?

Podcasts Bickley & Marotta
Hour 4: Wolf and Luke join us to talk about another Cardinals loss

Podcasts Bickley & Marotta

Play Episode Listen Later Dec 8, 2025 36:43


Bickley and Marotta talk Cardinals, go through Social Studies, and hand out Hardware.

Podcasts Bickley & Marotta

Bickley, Marotta, Sammy, and Jarrett hand out awards for the best and worst of the weekend.

Spartan Geek
El Flush

Spartan Geek

Play Episode Listen Later Dec 8, 2025 12:47


Flush de la semana con lo mejor en noticias que se dieron en la semanadéjame tu comentario Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialCualquier cosa o situación contactar a Diego Walker:diegowalkercontacto@gmail.comFecha Del Video[08-12-2025]#flush #ram #samsung #nvidia #openai #ia #intel #arrowlake #ddr5 #ddr5ram #ramddr5#cpu #drakspartan #drak #elflush

Voices of VR Podcast – Designing for Virtual Reality
#1688: Hacking Gamer Hardware and Stereotypes in “Gamer Keyboard Wall Piece #2”

Voices of VR Podcast – Designing for Virtual Reality

Play Episode Listen Later Dec 7, 2025 46:40


I interviewed Sjef van Beers about Gamer Keyboard Wall Piece #2 on Saturday, November 15, 2025 at IDFA DocLab in Amsterdam, Netherlands. This is a listener-supported podcast through the Voices of VR Patreon. Music: Fatality

The Linux Cast
Episode 215: The Everything for Everybody Episode

The Linux Cast

Play Episode Listen Later Dec 7, 2025 67:11


Matt and Nate have no topic, so chaos reigns. ==== Special Thanks to Our Patrons! ==== https://thelinuxcast.org/patrons/ ===== Follow us

The Nerdy Photographer Podcast
158 - Heart Versus Hardware: Keeping Humanity in Photography's Future

The Nerdy Photographer Podcast

Play Episode Listen Later Dec 4, 2025 90:22


As AI and automation transform photography, one question keeps coming up: how do we keep the humanity in our images? In this episode of The Nerdy Photographer Podcast, I talk with photographer and tech innovator Sam Hurd about finding balance between embracing technology and preserving the emotional, human side of photography. We explore: Art vs. automation – using tech to amplify creativity, not replace it. AI with intention – treating AI tools as collaborators, not shortcuts. The emotional core – why empathy, connection, and storytelling still matter most. The beauty of imperfection – how flaws and unpredictability make photos feel real. Future-proofing creativity – staying adaptable without losing your artistic voice. If you've ever wondered where photography ends and technology begins - or worried that AI might dull your creative edge - this episode is a must-listen. Tune in now to hear Sam Hurd's insights on how photographers can stay authentic, creative, and human in a rapidly evolving digital world. Episode Promos This episode contains promos for: Nerdy Photographer Let's Be Real Unposed Photography Prompts - https://nerdyphotographer.com/lets-be-real/ StyleCloud WordPress Website Templates - https://stylecloud.co/ref/380/ Siteground Web Hosting - https://siteground.com/go/nerdy Backblaze Cloud Data Backup - https://www.backblaze.com/cloud-backup/personal#afc32p Support The Nerdy Photographer Want to help The Nerdy Photographer Podcast? Here are a few simple (and mostly free) ways you can do that: Subscribe to the podcast! Tell your friends about the podcast Sign up for the newsletter - https://nerdyphotographer.com/newsletter Subscribe to our YouTube Channel - https://www.youtube.com/@CaseyFatchett Buy a print from the print shop - https://art.caseyfphoto.com Follow on Instagram - https://instagram.com/thenerdyphoto Follow on Threads - https://threads.net/@thenerdyphoto Follow on BlueSky - https://bsky.app/profile/thenerdyphoto.bsky.social Follow in Tiktok - https://tiktok.com/@thenerdyphoto Get some Nerdy Photographer merchandise - https://nerdyphoto.dashery.com If you're feeling extra generous, check out our support page - https://nerdyphotographer.com/support-nerdy-photographer/ About My Guest Starting as a political news and celebrity portrait photographer in DC, Sam was instantly drawn to wedding photography as a space to promote more inventive ideas. Sam's focus is on photographic techniques that are deceptively simple but have the potential to transform difficult or uninspiring shooting environments into one-of-a-kind opportunities for every photo made. You can learn more about Sam and view his work on his Patreon – patreon.com/samhurd – or on Instagram @iamthesam About The Podcast The Nerdy Photographer Podcast is written and produced by Casey Fatchett. Casey is a professional photographer in the New York City / Northern New Jersey with more than 20 years of experience. He just wants to help people and make them laugh. You can view Casey's wedding work at https://fatchett.com or his non-wedding work at https://caseyfatchettphotography.com    If you have any questions or comments about this episode or any other episodes, OR if you would like to ask a photography related question or have ideas for a topic for a future episode, please reach out to us at https://nerdyphotographer.com/contact

Stay Forever
Star Fox Adventures (SSF 90)

Stay Forever

Play Episode Listen Later Dec 3, 2025 107:38 Transcription Available


Worum geht's? Als der Nintendo GameCube 2002 auf dem Markt ist, fehlt ihm noch das eine große Abenteuer-Spiel – ein Titel, der zeigt, was die Hardware visuell leisten kann. Diese Lücke füllt Nintendo mit strong>Star Fox Adventures von Rare, einem bemerkenswerten Bruch mit der Serie: Statt Arcade-Shooter gibt es ein waschechtes Action-Adventure, mit einer lebendigen Dinosaurierwelt, opulenten Effekten und vielfältigen Mechaniken. Gunnar und Fabian sprechen in dieser Folge über die ungewöhnliche Entstehungsgeschichte, die eigentlich mit einem ganz anderen Projekt begann (Dinosaur Planet), über Rares technische Ambitionen, die Mechaniken und die Frage, warum das Spiel von manchen als „Zelda light“ bezeichnet wird. Infos zum Spiel: Thema: Star Fox Adventures Erscheinungstermin: September 2002 Plattform: Nintendo GameCube Entwickler: Rare Publisher: Nintendo Genre: Action-Adventure Designer: Lee Schuneman, Phil Tossell, Robert Harrison Musik: David Wise, Ben Cullum, James Hannigan Produktions-Credits: Sprecher, Redaktion: Fabian Käufer, Gunnar Lott Audioproduktion: Matthias Kuhlmann, Christian Schmidt Titelgrafik: Paul Schmidt Intro & Outro: Nino Kerl (Ansage); Trash80.com (Musik)

Defining Duke: An Xbox Podcast
#256 | Xbox Hardware Prices Are Going Up AGAIN...?

Defining Duke: An Xbox Podcast

Play Episode Listen Later Nov 30, 2025 205:03


Thanks to the likes of OpenAI, hardware manufacturers are scrambling to adjust prices amidst a shortage of RAM. As a result, things are about to become more expensive again! Unlike companies like Lenovo or PlayStation who seemingly bought stock in advance to help avoid price shock, Xbox appears to be ready to pass this one onto the consumer. Naturally, the "Xbox refugees" have turned their attention toward the Steam Machine which could fill a void in our gamer hearts. However, the Dukes find it hard to imagine a hero in this stock shortage story. Just how much will the Steam Machine be after Valve admits they will not be subsidizing and are just looking to make the device competitive? Will it look good beside a PlayStation 6 or next gen Xbox? We have a lot of questions, little answers, and even less money. Please keep in mind that our timestamps are approximate, and will often be slightly off due to dynamic ad placement. 0:00:00 - Intro0:04:41 - Health Is Wealth0:14:29 - Let's chat some more about Charlie ‘4 Hours' Cox0:22:50 - Xbox's November 2025 update0:31:40 - Default Game Profiles come to the Xbox Ally0:35:06 - The Xcrocs are (sadly) real0:41:13 - Battlefield 6 versus Black Ops 71:04:07 - Destiny 3 is in the works?1:09:10 - A crazy week in the world of Ubisoft1:31:50 - TMNT is getting the Sonic treatment1:43:28 - Leaked messages of what got Rockstar employees fired1:46:03 - Intergalatic: The Heretic Prophet is years away1:50:00 - Stellar Blade 2 will be multiplatform1:50:59 - Death Stranding 2 coming to PC soon?1:52:57 - Exodus trailer confirmed for The Game Awards1:56:57 - Cyberpunk's sequel is ramping up1:59:42 - SEGA admits their definitive versions could hurt sales2:13:12 - What We're Playing2:44:17 - Valve talks Steam Machine value as Xbox is expected to jump their prices again Learn more about your ad choices. Visit podcastchoices.com/adchoices