Podcasts about Helios

The Signal That Waited for an Answer at Helios StationBecome a supporter of this podcast: https://www.spreaker.com/podcast/dark-mysteries-unsolved-mysteries-forgotten-secrets-unanswered-questions--5684156/support.Darkest Mysteries Online

Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for "The Flip" over whether custom silicon will capture the majority of AI workload dollars by 2028. The episode closes with earnings from SpaceX, Palantir, AMD, Astera Labs, IonQ, and Lattice Semiconductor. The handpicked topics for this week are: 1. TerraFab Breaks Ground in Grimes County, Texas: Moorhead and Newman dig into Tesla and SpaceX's approved $16.8 billion TerraFab chip factory near Texas A&M, where Intel is confirmed as a digital foundry partner despite minimal SEC disclosure so far. Moorhead raises the open question of who handles the analog side of production that Intel doesn't cover, and Newman points to Musk's track record of hitting ambitious goals years behind his original stated timelines. Both hosts frame the investment as a genuine step toward expanding domestic chip manufacturing. (The Decode) 2. Samsung's zHBM Headlines a Blockbuster Memory Show at FMS 2026: The hosts cover the Future of Memory and Storage show in Santa Clara, where Samsung's BVNAND and zHBM concepts headlined alongside new announcements from Kioxia, SanDisk, and SK Group's high-bandwidth flash spec through OCP. Pat traces the industry's swing from oversupply and negative margins to today's memory shortage, driven by AI demand that has grown 5-10x faster than expected. Daniel adds that stacking memory directly on the accelerator, as zHBM proposes still needs to solve for the physical constraints of heat before it becomes production-ready. (The Decode) 3. Three Frontier Model Launches Land in a Single Week: Alibaba shipped Qwen 3.8 Max, DeepSeek released V4 Flash at 14 cents per million tokens, and Meta debuted its first coding agent, prompting a discussion on how fast the frontier is moving. Newman argues every company will need a new benchmark built around operational workloads and real-world token efficiency. He points out that Chinese model usage and frontier lab revenue are both climbing simultaneously, and makes the case that healthy frontier labs are essential to funding the open source models built in their wake. (The Decode) 4. Anthropic and AMD Both Make Moves on Custom Silicon: Anthropic confirmed it's developing custom AI chips, reportedly with Samsung and reportedly Broadcom. AMD announced its acquisition of Taalas, a company that etches model weights directly into silicon for major inference speed gains. Patrick traces his own multi-year prediction that heterogeneous computing would become standard, pointing to Google's TPU program as proof it can work at scale. Daniel frames both moves as evidence that AI companies are racing to control total cost of ownership (TCO) as memory and compute costs keep climbing. (The Decode) 5. The Flip: Will Custom Silicon Capture the Majority of AI Workload Dollars by 2028? Patrick argues every frontier lab is now pursuing vertical integration, citing Anthropic's new chip program, AMD's acquisition of Taalas, and NVIDIA's $20 billion license of Grok's inference technology as evidence the shift toward specialized silicon has become a step function. Daniel counters that every lab building custom silicon is simultaneously signing record contracts with NVIDIA and AMD, arguing that compute itself functions as the real moat regardless of chip architecture. (The Flip) 6. SpaceX Posts 92% Growth in Its First Public Earnings Report: SpaceX's debut public earnings showed 92% growth, narrowing losses, and rapidly expanding AI compute revenue layered on top of its launch and satellite businesses. Daniel flags new AI deals with Google and Anthropic as driving much of that growth, while Pat highlights that the company's stated $100 billion run rate target depends heavily on December performance and questions how soon TerraFab related capex will hit the income statement. (Bulls and Bears) 7. Palantir Delivers Its Fastest Revenue Growth in Company History: Palantir posted 93% year-over-year growth and record commercial revenue, with CEO Alex Karp highlighting that no company at Palantir's scale has grown this fast before. Patrick points to the company's sovereign AI positioning as being well-timed given growing enterprise distrust of frontier model providers, and Daniel adds that 150% commercial growth is far outpacing other enterprise software peers. (Bulls and Bears) 8. AMD Posts Record Growth as Investors Expect Even More: AMD delivered record revenue and growth. Investors had priced in results closer to NVIDIA's historic beats, and capex nearly quadrupled without much detail on where the spending is going. Moorhead traces the increase to AMD building out Helios rack-scale systems ahead of shipping, and both hosts note the timing of Elon Musk's public NVIDIA endorsement landed awkwardly on AMD's earnings day. (Bulls and Bears) 9. Astera Labs Beats on Revenue and EPS as the Market Shrugs: Astera Labs beat on both top line and EPS, posting record growth off a still small base. Pat points out new CXL innovations unveiled at FMS as evidence of the company's position building connectivity infrastructure alongside Broadcom and Marvell. (Bulls and Bears) 10. IonQ Raises Guidance and Closes Its $1.8 Billion Skywater Acquisition: IonQ raised its FY26 guidance from $280 to $290 million and closed its Skywater acquisition, positioning the company as a vertically integrated quantum player across networking, sensing, and compute. Daniel notes IonQ is approaching a billion dollar annual run rate once Skywater is included, and highlights a new Anduril partnership as a notable expansion into defense. Patrick adds nuance to the "only quantum pure play with foundry assets" framing, noting other quantum companies maintain foundry relationships of their own. (Bulls and Bears) 11. Lattice Semiconductor Beats Across Revenue, EPS, and Guidance: Lattice beat on revenue, EPS, and guidance, growing 62% and closing its $1.65 billion AMI acquisition. Newman points to the company's data center AI segment growing 83% as FPGA content keeps expanding inside rack scale systems, and both hosts frame Lattice as approaching a billion dollars in annual revenue. (Bulls and Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode TerraFab Breaks Ground in Grimes County, Texas https://techcrunch.com/2026/08/06/tesla-and-spacex-willinvest-16-8b-to-start-building-terafab-chip-factory-intexas/ FMS 2026 in Santa Clara https://news.samsung.com/global/samsung-unveils-next-gen-3d-memory-vision-at-fms-2026-charting-the-future-of-ai-infrastructure The Frontier-Model Compression Week https://www.reuters.com/business/retail-consumer/alibaba-unveils-its-most-capable-ai-model-date-not-far-behind-moonshots-size-2026-08-03/ https://huggingface.co/blog/ResterChed/deepseek-v4-flash-official-release https://www.reuters.com/technology/meta-launches-new-ai-coding-tool-powered-by-muse-spark-12-2026-08-05/ The Heterogeneous-Compute Week https://www.reuters.com/business/anthropic-build-in-house-chip-design-team-claude-hire-engineers-2026-08-05/ https://ir.amd.com/news-events/pressreleases/detail/1296/amd-acquires-taalas-to-advance-compute-solutions-for-rapidly-growing-ai-inference-market The Flip Will Custom Silicon Capture the Majority of AI Workload Dollars by 2028? FOR: https://www.reuters.com/business/anthropic-build-in-house-chip-design-team-claude-hire-engineers-2026-08-05/ AGAINST: https://ir.amd.com/news-events/pressreleases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amdinstinct-mi450-series-gpus Bulls and Bears SpaceX Q2 2026 Earnings https://www.cnbc.com/2026/08/04/spacex-spcx-earningslive-updates-q2-2026.html Palantir Q2 2026 Earnings https://www.businesswire.com/news/home/20260802523449/en/Palantir-Reports-Q2-2026-U.S.-Comm-Revenue-Growth-of-149-YY-and-Revenue-Growth-of-93-YY-Raises-FY-2026-Revenue-Guidance-to-82-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-134-YY-Crushing-Consensus-Expectations AMD Q2 2026 Earnings https://www.cnbc.com/2026/08/04/amd-earnings-report-q2-2026.html Astera Labs Q2 2026 Earnings https://finance.yahoo.com/technology/articles/astera-labsreports-second-quarter-200500111.html IonQ Q2 2026 Earnings https://www.ionq.com/news/ionq-announces-record-second-quarter-2026-revenues-growing-287-yoy Lattice Semiconductor Q2 2026 Earnings https://www.investing.com/news/company-news/lattice-q2-2026-slides-record-revenue-ami-deal-drive-growth-93CH-4836197  

In this episode, we discuss Anthropic's ambitious move to create its own AI chips to reduce dependence on NVIDIA, while AMD introduces the Helios Rack system aimed at challenging NVIDIA's dominance in AI data centers. We also explore Google's impressive growth in cloud revenue, and the implications of OpenAI and Anthropic's lobbying efforts against Chinese AI models.Chapters00:00 AI Chip Development by Anthropic01:59 AMD's Helios Rack System04:00 Claude's Voice Mode Update05:58 Google Cloud Revenue Surge08:11 Lobbying Against Chinese AI10:50 Conclusion and Summary Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

Hacer click aquí para enviar sus comentarios a este cuento.Juan David Betancur Fernandezelnarradororal@gmail.comSiguiendo su viaje su barco tuvo que cruzar un angosto paso marino custodiado por dos monstruos temibles la criatura de seis cabezas Escila y el remolino Caribdis. Escila era Un monstruo horrendo de seis cabezas y doce patas oculto en una cueva en la pared del acantilado. Y Caribdis era Un torbellino marino gigantesco que tragaba y escupía el agua tres veces al día, destruyendo cualquier barco entero. Circes le habia advertido sobre estos monstruos y le habia dicho que  que era imposible luchar contra Escila y que debía elegir el mal menor: acercarse más a la cueva de Escila que al torbellino de Caribdis, sacrificando a seis hombres en lugar de perder el barco entero. Odiseo siguió el consejo con el corazón destrozado: mientras los marineros miraban aterrorizados el remolino de Caribdis, Escila bajó sus seis cuellos desde las rocas y atrapó a seis marineros, devorándolos en la entrada de su cueva  Llegaron a la isla de Trinacia, donde pastaban los rebaños sagrados de Helios (el dios del Sol). Recordando las profecías de Tiresias y Circe, Odiseo insistió en ni siquiera desembarcar. Sin embargo, Euríloco y la tripulación, exhaustos y amotinados, lo obligaron a atracar para descansar solo una noche, jurando solemnemente que no tocarían a los animales. Sin embargo la desesperación por la falta de alimento llevó a los marineros —durante el sueño de Odiseo— a sacrificar y devorar las vacas sagradas de Helios. : Helios, furioso, amenazó a Zeus con bajar al Inframundo e iluminar a los muertos si no castigaba a los culpables. Debido a esta amenaza de Helios Zeus desencadenó un rayo devastador en medio de una tormenta feroz. El barco de Odiseo saltó en pedazos y toda la tripulación murió ahogada en las aguas oscuras y Solo Odiseo sobrevivió. Agarrado al mástil y a la quilla del barco destrozado, a la deriva durante nueve días, fue arrastrado de vuelta hacia Caribdis (donde logró salvarse colgándose de la rama de una higuera silvestre) y finalmente las corrientes lo llevaron a las playas de la isla de Ogigia. En Ogigia habitaba la bella ninfa Calipso, quien se enamoró perdidamente de Odiseo. Lo acogió en su cueva y lo retuvo como su amante durante siete largos años, ofreciéndole la inmortalidad y la juventud eterna si se quedaba con ella. Pero Odiseo, sumido en la nostalgia, pasaba los días sentado en las rocas de la orilla mirando al mar y llorando por su esposa Penélope y su patria Ítaca. Finalmente, la diosa Atenea intervino en el Olimpo y Zeus envió al dios Hermes para ordenar a Calipso que liberara al héroe y esta finalmente acepto. Odiseo construyó una balsa con sus propias manos y zarpó. Tras sufrir un último ataque de Poseidón en el mar que aún lo acechaba, naufragó en la isla de los feacios (Esqueria)  hoy conocida como corfu. y despues de nadar hasta la playa donde se acosto a dormir para recuperar el cansancio. Al otro dia vio a una joven con dos doncellas jugando. Era Nausicaa la hija del rey Alcino.  Allí fue socorrido por la princesa Nausícaa y recibido en la corte del rey Alcínoo, a quien relató toda su travesía. Tras escuchar conmovido toda la historia de las travesías de Odiseo, el rey Alcínoo y los nobles feacios le otorgaron valiosos regalos de despedida: túnicas, mantos, lingotes de oro de fino acabado y grandes calderos de bronce. Al día siguiente, organizaron un banquete de despedida y sacrificaron un buey a Zeus.  Los feacios eran famosos por ser navegantes míticos cuyos barcos no necesitaban timón ni piloto, pues las propias naves leían la mente de sus tripulantes y cortaban las olas a una velocidad inalcanzable. A la caída de la tarde, acomodaron a Odiseo en la popa de la nave sobre una alfombra de lino y un grueso cobertor. En cuanto los remeros soltaron las amarras, un sueño dulce, profundo e insensible como la muerte cayó sobre el héroe, liberándolo por fin del trauma acumulado durante diez años de guerras y diez años de naufragios. Los marineros feacios no quisieron despertar a Odiseo: La nave feacia voló sobre las aguas "más rápida que un halcón", cruzando el mar Ionio en una sola noche. Al despuntar la aurora, la nave llegó a la costa de Ítaca, desembarcando en el tranquilo puerto natural de Forcis, custodiado por una cueva sagrada dedicada a las Ninfas. Con sumo cuidado, lo levantaron en brazos mientras seguía profundamente dormido en su sábana. Lo depositaron suavemente sobre la arena de la playa. Colocaron junto a él todos los tesoros de oro, bronce y telas que le habían regalafo, apilándolos al pie de un olivo para que ningún caminante los robara antes de que él despertara. Y Hecho esto, emprendieron el viaje de regreso a su isla. Poseidón, indignado al ver que los feacios habían llevado a Odiseo a su patria sano, salvo y cargado de riquezas, acudió a Zeus a quejarse. Con el permiso del rey de los dioses, Poseidón esperó a que la nave feacia estuviera llegando a su puerto de origen y, de un solo golpe de su mano, transformó el barco y a su tripulación en una masa de piedra, fijándolo para siempre al fondo del mar a la vista de toda la ciudad y que aun se conserva a la vista de los visitantes de Corfu.  Cuando Odiseo despertó en la playa, no reconoció su propia patria. Había estado ausente durante 20 años y, además, la diosa Atenea había cubierto toda la isla con una densa niebla para protegerlo y planear la venganza contra los pretendientes. Odiseo pensó amargamente que los feacios lo habían engañado y abandonado en una tierra extraña. Comenzó a contar angustiado sus tesoros para ver si le habían robado algo, hasta que la propia Atenea se le apareció disfrazada de un joven pastor. Cuando Odiseo le preguntó dónde estaba, la diosa sonrió y le reveló la verdad: por fin estaba en Ítaca después de 10 años de viaje.   Atenea se mostró en su forma divina, disipó la niebla y ayudó a Odiseo a esconder el tesoro de los feacios dentro de la cueva de las Ninfas. A partir de ese momento, la diosa tocó a Odiseo con su vara, transformándolo en un viejo mendigo arrugado, harapiento y sucio para que pudiera entrar en su palacio de incógnito e iniciar la reconquista de su hogar. Su palacio se hallaba profanado por más de un centenar de codiciosos pretendientes que devoraban sus riquezas e intentaban forzar un matrimonio con Penélope. La reina había logrado contener la situación con astucia, prometiendo elegir esposo al concluir la elaboración de la mortaja para Laertes, tela que destejía a ocultas de noche hasta ser descubierta.  Disfrazado de mendigo, Odiseo se dirigió primero a la cabaña de Eumeo, el fiel porquerizo del palacio. Eumeo, sin reconocer a su rey, lo acogió con ejemplar hospitalidad (xenia), compartiendo su modesta comida y lamentando la ausencia de su amo. Poco después llegó a la cabaña Telémaco, el hijo de Odiseo, quien acababa de regresar de un peligroso viaje por Esparta y Pilos buscando noticias de su padre Cuando Eumeo salió de la choza, Atenea le devolvió temporalmente a Odiseo su aspecto majestuoso. Tras un emotivo abrazo entre lágrimas, padre e hijo se reencontraron después de 20 años y diseñaron el plan para erradicar a los usurpadores. Odiseo volvió a vestir sus trapos de mendigo y entró al palacio para probar la lealtad de los siervos y la actitud de los pretendien A la entrada de la casa, el anciano perro de Odiseo, Argos, echado sobre un montón de estiércol y muy viejo, reconoció a su dueño tras dos décadas. Movió la cola, bajó las orejas y, tras ver a su amo una última vez, murió en paz. tes: Líderes de los pretendientes como  se burlaron del falso mendigo, lo insultaron e incluso Antínoo le arrojó un taburete a la espalda. Odiseo soportó los humillaciones guardando su rabia para el momento oportuno. La anciana nodriza de la casa, Euriclea, lavó los pies del viajero por orden de Penélope. Al hacerlo, reconoció a Odiseo de inmediato al tocar una cicatriz en su pierna (causada por el ataque de un jabalí en su juventud). Odiseo le tapó la boca rápidamente y le exigió guardar el secreto. Penélope, desesperada y presionada para elegir un nuevo esposo, anunció una competencia final ideada bajo la inspiración indirecta de Atenea: Se casaría con aquel pretendiente capaz de tensar el enorme arco de Odiseo (que solo el héroe podía manejar) y hacer pasar una flecha limpiamente a través del ojo de doce hachas alineadas. Uno a uno, los pretendientes lo intentaron. Ni con la fuerza combinada de todos ni calentando la madera con grasa lograron siquiera doblar el arco. En ese momento, el "mendigo" pidió su turno. A pesar de las protestas temerosas y burlonas de los pretendientes, Telémaco ordenó que le entregaran el arma, mientras Eumeo y el boyero Filetio cerraban y atrancaban con cadenas todas las puertas del gran salón. Odiseo tomó el arco, lo examinó con calma y lo tensó con la misma facilidad con que un músico afina las cuerdas de una lira. Disparó la flecha y la hizo pasar limpiamente por las doce hachas. Inmediatamente, se despojó de sus harapos, saltó sobre el umbral de la puerta y le gritó a la multitud horrorizada: "¡Perros! Pensabais que nunca volvería de Troya... ¡ahora la muerte os ha atrapado a todos!" Odiseo disparó la segunda flecha directamente a la garganta de Antínoo mientras este levanta

In this episode, we discuss Anthropic's ambitious move to create its own AI chips to reduce dependence on NVIDIA, while AMD introduces the Helios Rack system aimed at challenging NVIDIA's dominance in AI data centers. We also explore Google's impressive growth in cloud revenue, and the implications of OpenAI and Anthropic's lobbying efforts against Chinese AI models.Chapters00:00 AI Chip Development by Anthropic01:59 AMD's Helios Rack System04:00 Claude's Voice Mode Update05:58 Google Cloud Revenue Surge08:11 Lobbying Against Chinese AI10:50 Conclusion and Summary Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore how Anthropic's AI chips and AMD's Helios can benefit non-profit organizations. Learn about the potential for improved outreach and efficiency.Chapters00:00 AI Chip Development by Anthropic01:59 AMD's Helios Rack System04:00 Claude's Voice Mode Update05:58 Google Cloud Revenue Surge08:11 Lobbying Against Chinese AI10:50 Conclusion and Summary Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we talk about how AMD's Helios and Anthropic's AI chips are freeing up potential in the AI world. Explore the possibilities these innovations bring.Chapters00:00 AI Chip Development by Anthropic01:59 AMD's Helios Rack System04:00 Claude's Voice Mode Update05:58 Google Cloud Revenue Surge08:11 Lobbying Against Chinese AI10:50 Conclusion and Summary Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we compare Anthropic's new AI chip with AMD's latest Helios release. Discover the implications for the tech landscape.Chapters00:00 AI Chip Development by Anthropic01:59 AMD's Helios Rack System04:00 Claude's Voice Mode Update05:58 Google Cloud Revenue Surge08:11 Lobbying Against Chinese AI10:50 Conclusion and Summary Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we focus on open innovations showcased by AMD's Helios and Anthropic's AI chips. Understand the call for transparency in AI.Chapters00:00 AI Chip Development by Anthropic01:59 AMD's Helios Rack System04:00 Claude's Voice Mode Update05:58 Google Cloud Revenue Surge08:11 Lobbying Against Chinese AI10:50 Conclusion and Summary Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to episode 92 of the Everything 9000 Podcast where we discuss relevant hot topics across the news and culture.00:00 - Intro00:26 - We've been waiting for this movie04:28 - The original story and Zeus' law07:11 - Polyphemus the Cyclops14:29 - Laestrygonians17:51 - Circe24:12 - The Underworld27:09 - The Sirens31:11 - Cylla and Charbydis32:39 - Helios' Cattle35:25 - Calypso37:05 - The Trojan Horse39:37 - Zendaya as Athena43:31 - Tom Holland misunderstood his age?44:43 - The Suitors of Ithaca49:04 - The pacing of the movie50:34 - The Soundtrack is insane54:43 - Actor ratings58:18 - Christopher Nolan to make £££1:03:01 - Actor ratings continued1:09:31 - Nolan's best work ranked1:15:19 - What should Nolan do next?Brought to you by Aman (@birminghman) and Dr (@indyanddr) Please drop a comment if you enjoyed the video - every little helps! Don't forget to like and subscribe! #odyssey #christophernolan #podcast

Dave Altavilla recaps AMD Inc.'s (AMD) Advancing AI 2026 conference and his biggest takeaways on the event. He argues AMD's Helios rack offers "all the pieces" to compete with Nvidia (NVDA) as CEO Lisa Su sets her sights on creating a full AI platform. With the company reporting earnings next week, Dave tells investors to watch CPU revenue as it may set a foundation for Helios and argues there's lots of opportunity for AMD to eat into Nvidia's market share. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling -https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg review major updates across the semiconductor industry, beginning with AMD's Advancing AI Day where they discuss CEO Lisa Su's performance, the technical details of the Helios rack-scale architecture, and AMD's strategic fit for inference with partners like Anthropic. They next unpack Intel's strong quarterly earnings, pointing out that the company beat revenue and margin estimates while confirming customer traction for its 18A and 14A process nodes, despite mixed market reactions over its conservative CapEx approach. The hosts then analyze the broader semiconductor capital equipment (semicap) sector, arguing that increased CapEx from key fab operators will drive sustained demand for equipment makers. Finally, they cover Texas Instruments' solid quarterly report, noting signs of recovery in automotive and industrial markets along with surging demand for power semiconductors used in AI data centers.

OpenAI files for a trillion-dollar IPO the same week a pre-release model breaches Hugging Face and 42 state attorneys general open a coordinated investigation. Patrick Moorhead and Daniel Newman also break down AMD's hyperscaler CPU numbers from Advancing AI, the Moonshot distillation accusations, a wave of coordinated AI governance moves in Washington, and a stacked earnings slate spanning TSMC, Alphabet, IBM, ServiceNow, and Intel. The handpicked topics for this week are: OpenAI compresses a trillion-dollar IPO filing, a 42-state AG investigation, and a Hugging Face breach into five days: OpenAI and Anthropic both filed S-1 paperwork the same week 42 state attorneys general opened a coordinated investigation into OpenAI's data handling and safety practices, and a pre-release model reportedly breached Hugging Face days later. Moorhead and Newman question the timing, noting a rogue-agent narrative surfacing in the same week as a trillion-dollar valuation push draws obvious scrutiny. (The Decode) AMD's Advancing AI event puts a number on its hyperscaler momentum: Lisa Su confirmed Helios ships at the end of Q3 with volume ramping in Q4, backed by two-gigawatt capacity commitments from Microsoft and Anthropic and a claimed 70 to 75 percent share of hyperscaler CPU deployments. Moorhead points to NVIDIA's multi-layer software stack as the harder barrier AMD still has to close. (The Decode) Washington accuses Moonshot of distilling Anthropic's models days after Xi Jinping's WAIC keynote: Xi launched a 29-country AI cooperation organization at the Shanghai World AI Conference, and US officials Kratsios and Bessent followed with claims that Moonshot's Kimi K3 model shows data overlap with Anthropic's Opus models. Newman points to NVIDIA hardware in the training runs as evidence the distillation question extends beyond software alone. (The Decode) Five layers of government moved on AI oversight in a single week: Congress drafted a breach-response framework in reaction to the Hugging Face incident, the White House's 30-day pre-release review framework nears finalization, and state attorneys general and statehouses continue advancing their own rules in parallel. Moorhead notes nearly two decades of prior Capitol Hill engagement compressed into a single week of coordinated action, with each branch pursuing a different definition of the problem. (The Decode) Chinese open-source models now account for roughly a third of US developer traffic, and Moorhead and Newman take opposite sides on what it means: Moorhead argues enterprises are de-risking away from frontier-lab dependency, pointing to demand for smaller, workflow-specific open models. Newman counters with Vercel data showing those models capture 29 percent of gateway tokens against just 4 percent of revenue, framing the shift as a price discount that enterprise dollars have yet to follow. (The Flip) TSMC sells out CoWoS packaging capacity through 2026 and confirms a 10 percent price increase for 2027: The company posted a record quarter and committed $100 billion to its Arizona expansion on top of the pricing move. Newman calls the sustained capital spending a signal that the broader AI buildout still has runway. (Bulls & Bears) Google Cloud grows 82 percent as Alphabet posts its first-ever negative free cash flow quarter: The company raised its capital expenditure guidance to $195 to $205 billion and beat on revenue and EPS once one-time gains from its SpaceX and Anthropic stakes are excluded. Newman frames the spending as evidence Alphabet is prioritizing long-term AI infrastructure position over near-term cash generation. (Bulls & Bears) IBM misses Q2 revenue at $17.16 billion and cuts its full-year growth guide to 4 to 5 percent: Mainframe revenue fell 42 percent as enterprises redirected budget toward GPU and AI infrastructure purchases. CEO Arvind Krishna says a portion of the delayed deal flow has already resumed into the current quarter, pointing toward a potential rebound. (Bulls & Bears) ServiceNow crosses $1 billion in agentic AI annual contract value and raises its full-year guide: Agentic AI usage in production climbed 9x in nine months, and the company reaffirmed a target of $1.5 billion in AI ACV by year end. Newman points to margin compression from recent acquisitions as the tradeoff behind the platform's push into workflow and security convergence. (Bulls & Bears) NetSuite's new agentic platform, Next, becomes part of Six Five's own back-office stack: Newman and Moorhead both confirmed their companies are testing NetSuite Next for finance and accounting workflows. Newman points to the rollout as evidence that established SaaS platforms are absorbing agentic features directly into existing systems.  Intel posts its fastest revenue growth since 2011 and lifts 2026 capital spending guidance: EPS came in near double consensus estimates, and CFO David Zinsner signaled a significant capex increase for 2027 tied to 14A demand. Moorhead reads the spending signal as confirmation of an anchor customer for the 14A node, ahead of any formal announcement. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. OpenAI's High-Stakes Week: https://www.npr.org/2026/07/23/g-s1-135085/openai-hacking-ai-models AMD's Advancing AI Push: https://blogs.microsoft.com/blog/2026/07/20/microsoft-expands-azure-ai-and-hpc-infrastructure-with-amd/ Moonshot and the Distillation Debate: https://x.com/mkratsios47/status/2079933645888880708 Five Layers of AI Governance: https://www.politico.com/news/2026/07/22/openai-hugging-face-congress-response-01009190 Chinese Open-Source Traffic Debate: https://www.cnbc.com/2026/07/07/chinese-ai-models-costs-us-openai-anthropic.html ; https://wyomingdatacenterfacts.com/2026/07/20/the-quiet-surge-how-chinese-open-weight-models-are-powering-u-s-ai/ TSMC's Pricing Power: https://www.bloomberg.com/news/articles/2026-07-21/tsmc-in-talks-to-raise-prices-by-up-to-10-in-2027-nikkei-says Alphabet's Cash Flow Turn: https://qz.com/alphabet-google-second-quarter-earnings-revenue-cloud-072226 IBM's Mainframe Miss: https://www.cnbc.com/2026/07/22/ibm-q2-earnings-report-2026.html ServiceNow and NetSuite's Agentic Push: https://newsroom.servicenow.com/pressreleases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results/default.aspx ; https://www.netsuite.com/portal/home.shtml Intel's Growth Signal: https://www.cnbc.com/2026/07/23/intel-intc-earnings-report-q2-2026.html  

What makes small cap mutual funds one of the most rewarding—and most misunderstood—investment categories? In this episode, Ishmohit and Sarthak explain how small caps are defined, why they offer access to India's emerging growth themes, and how to manage the risks that come with them. They compare Trust Small Cap Fund, Helios Small Cap Fund, and Abakkus Small Cap Fund, covering each fund manager's investment philosophy, portfolio construction, liquidity, drawdowns, and the best approach to long-term small cap investing.

Hey everyone, Alex here

AMD MI455X, Helios, and Epyc Venice w/ Tobias Mann / The Register

O lado ruim de ser economista é que ninguém quer saber de uma tese, quer apenas saber como se ganha dinheiro com ela. O lado bom é que, caso você não foque única e exclusivamente nesse aspecto, consegue aprender com oportunidades mercadológicas sem precisar rasgar dinheiro.O recente avanço da AMD em IA - exatamente onde a Nvidia se destaca - é uma bela evidência anedótica. E outras duas são o que acontece com a Meta e a Alphabet.FONTES QUE EMBASAM O EPISÓDIO:CNBC: AMD lauches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer - https://www.cnbc.com/2026/07/20/amd-helios-microsoft-ai-nvidia.html Reuters: Meta building cloud business to sell excess AI capacity, Bloomberg News reports - https://www.reuters.com/business/meta-sell-excess-ai-computing-capacity-via-cloud-business-bloomberg-news-reports-2026-07-01/ Financial Times: Google burns through $6bn in cash as AI spending climbs again - https://www.ft.com/content/b02f972c-c764-4006-9377-42563d9d5530

Creative Strategies' Austin Lyons talks with TITV Host Akash Pasricha about AMD's new Helios AI rack scale system and how it stacks up against Nvidia. We also talk with Neil Chilson, Head of AI Policy at the Abundance Institute, and Ryan Fedasiuk, Fellow at the American Enterprise Institute, about the US AI policy debate reignited by China's Kimi K3 model. The Information's Cory Weinberg discusses human data labeling startup Mercor's concentrated revenue growth, and we get into why Anthropic is lagging in voice and chat AI with Author of Applied AI Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/articles/mercors-fast-growth-relies-biggest-ai-companies-documents-showhttps://www.theinformation.com/newsletters/applied-ai/anthropic-best-powering-customer-service-new-data-showhttps://www.theinformation.com/newsletters/ai-agenda/new-kimi-k3-model-means-u-s-china-ai-raceSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01 - AMD Launches New Helios AI System00:12 - Kimi K3 ReIgnites US AI Policy Debate00:28 - Mercor's Fast Growth Relies on Biggest AI Companies00:37 - Anthropic Lags in Voice and Chat AI

線上投保選國泰產險！汽車、機車、旅遊、寵物、住宅險，最快5分鐘完成投保。快上國泰產險官網，簡單點選，保障立即到位！ https://fstry.pse.is/9eddwg —— 以上為 Firstory Podcast 廣告 —— 晶片大廠AMD推出首款AI機櫃系統Helios (HE利歐斯)，全面整合自主研發的CPU、GPU與軟體技術，正面挑戰輝達的龍頭地位。分析師預估，Helios將有機會幫助超微，奪下高達兩成以上的市占率，隨著今年下半年正式出貨，兩大巨頭的AI算力大戰將全面升溫。加入會員，支持節目： https://globalhashtagnews.firstory.io/join留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/commentsYT收看《寰宇全視界》

Hoy hablamos del modelo de OpenAI que resolvió un problema matemático y buscó cómo saltarse el sandbox; del gigantesco rack Helios con el que AMD quiere competir contra Nvidia; de vulnerabilidades en Cursor, Codex y Gemini CLI; de la caída del tráfico web ante las respuestas de IA; y de la enorme huella climática del Mundial de 2026.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

Le Festival Apollo a fait vibrer les Falaises de Sainte-Adresse !Pour ce premier épisode, Lilas s'est rendue sur place pour vous embarquer au cœur de la 8ème édition du Festival Apollo, à la rencontre de celles et ceux qui l'ont fait vivre.Du président du collectif Helios et une de ses membres qui nous ouvrent les coulisses, à la bonne humeur contagieuse des bénévoles sur le terrain, on plonge directement dans l'ambiance.On prend aussi le temps d'échanger avec la SNSM sur la sécurité en mer et la vie locale, avant de tendre le micro à une festivalière pour capter son impressions à chaud de l'évènement !Vous pouvez les retrouvez sur Facebook et InstagramBonne écoute ! La suite arrive très bientot...

MRKT Matrix - Monday, July 20th S&P 500 closes slightly lower on Monday, weighed down by rising oil prices (CNBC) Chinese AI Sensation Moonshot's Gamble on Big Models Pays Off (Bloomberg) What to Know About the Chinese AI Models Rattling U.S. Stocks (WSJ) The AI revolution takes on the world's most cyclical industry (FT) Google Shares Gain on Report of Chip to Boost AI Efficiency (Bloomberg) AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer (CNBC)  BlackRock Leads $12 Billion Financing for New Meta Data Centers in Texas (WSJ)  Government-Owned AI Is a Terrible Idea (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Vivemos a rotina de Helios Nogués Moyano em São Paulo. Imigrante chileno, chegou ao Brasil aos 18 anos, começou do zero, foi garçom e construiu uma trajetória até se tornar um dos grandes criminalistas de empresários de SP.Foi um dos fundadores do IBCCRIM e carrega uma marca histórica: a carteira de membro nº 007 do Instituto. Começamos o dia na 011 MMA, academia criada por ele e responsável por revelar atletas para o UFC, entre elas, Luana Santos, hoje top 3 do ranking.Depois, seguimos para o escritório, falando sobre advocacia criminal empresarial, sociedade, modelos de escritório, gestão, estratégia e bastidores dos grandes casos.Helios é um criminalista low profile, com atuação para grandes empresários, famílias empresárias e casos de Direito Penal Econômico em que discrição, confiança e precisão são parte da defesa.Isso é o Trajetórias: histórias reais para inspirar a advocacia.

1. Yuvèe - Helios 00:00:40   2. Moderat - Eating Hooks (Deep Dish Remix) 00:06:18   3. Animal Trainer - Spreading The Love 00:11:10   4. Gorge - Tiago 00:16:32   5. Dosem - Morning Runner 00:21:47   6. Dusky ft. Rromarin - Next Life 00:26:54- DIALEKT TRACK OF THE WEEK   7. Ezequiel Arias & FJL - Color Divino 00:32:40   8. Jaytech - Terminus 00:37:43   9. Jark Prongo, Hernan Cattaneo & Brigado Crew - Movin' Thru Your System 00:40:48   10. Ezequiel Arias ft. HANA - Go 00:47:12   11. Fahlberg - The Shift 00:53:12   12. Grace - Not Over Yet  00:57:18- CLASSIC OF THE WEEK

Radio AM 750 Alejandro Dolina, Patricio Barton, Gillespi Introducción • 0:00:00 Apertura por los 40 años de La venganza será terrible Segmento Inicial • 0:01:14 Bienvenida y bromas sobre el clima de fricción en el estudio • 0:01:53 Anuncio del show de Lautaro Maza en Pista Urbana con Oscar De Elía • 0:04:38 Fechas de La noche extraviada en Córdoba con Cora Varengo • 0:06:17 Próximas presentaciones de La venganza será terrible y otras actuaciones • 0:07:52 Reuniones en bares: citas laborales, sociales y sentimentales • 0:19:06 Escena humorística sobre un encuentro en un bar por reformas de un departamento privado • 0:42:02 Lectura de mensajes y pedidos musicales • 0:44:59 Explicación musical sobre la tercera nota en escalas mayores y menores • 0:46:51 Aclaración sobre ingreso de menores al show en el teatro Helios • 0:47:53 Comentario sobre Van Eyck y el espejo en el matrimonio Arnolfini Segmento Dispositivo • 0:53:20 Historia y funciones de los bufones en la antigüedad • 1:09:17 Elección de La gallina turuleca como cierre musical del tema Segmento Humorístico • 1:13:29 Verdadero o falso sobre astronomía • 1:26:04 Discusión por el puntaje y cierre conflictivo del juego Sordo Gancé / Manuel Moreira • 1:28:05 Presentación del segmento musical • 1:28:56 "Recuerdo malevo" ♫ • 1:31:14 "Cerca de la revolución" ♫ • 1:34:07 Intento y ejecución instrumental de "Tico tico" • 1:36:40 Interpretación con trompeta • 1:41:52 Cierre y agradecimiento (Resumen generado automáticamente con IA, puede contener errores)

Join Club 32 Help us to fund & grow the show by becoming part of Club 32! You'll get more additional content, CTM Apparel discounts, 1901 Candle Company discounts, private Facebook Group, private podcast & more! - head to ctmvip.com CTM Apparel Get the best Disney, Universal and/or Pop Culture apparel that is hand made in our shop - shop at ctmshirts.com Subscribe To The Show & Leave Us A Review Apple Podcasts - Click Here Stitcher - Click Here Spotify - Click Here Follow Us on Social Media CTM Facebook Group: @capthemagic Twitter: @capthemagic Instagram: @capthemagic Visit Us Online Subscribe to our YouTube Channel! Capture the Magic Podcast – find the latest episodes! Capture The Magic Apparel – you can find a great Disney-inspired t-shirt collection! Join Club 32! Our private group with access to exclusive livestreams, podcasts, and MORE! Visit ctmvip.com Our Sponsors Zip Travel - visit travelwithzip.com to see how they can help you have the vacation of a lifetime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We planned a Disney trip, then swerved hard and surprised the kids with two nights at the Helios Grand Hotel, the on-site hotel with a dedicated entrance right into Universal Epic Universe. From the moment we saw Celestial Park through those huge lobby windows, we knew this was going to be a different kind of vacation story. We talk first impressions, the reality of check-in, our park-view deluxe room, and why the “smart” controls felt cool in theory but clunky in practice. Then we get to the big swing: a private Universal VIP tour for our one full day inside Epic Universe. We break down what the tour includes, how having a guide changes your entire theme park strategy, and why the Florida heat turned “let's do everything” into a real stamina test. We also do the math on posted wait times and share the headline number: 615 minutes of lines avoided, plus expedited meals and constant water runs that kept us moving. Portal by portal, we share the honest highs and the sharp edges: Super Nintendo World's sensory overload and Mario Kart augmented reality, Donkey Kong Mine-Cart Madness and its track-jump illusion, Isle of Berk's Toothless moments and Hiccup's Wing Gliders joy, Dark Universe's monsters and jaw-dropping animatronics, and the Wizarding World's 1920s Paris leading to an unforgettable Ministry of Magic reveal. We also talk coaster intensity on Stardust Racers, accessibility and moving-platform loading concerns, and what we'd do differently next time. If you're planning a Universal Orlando vacation, deciding between Express Pass and VIP, or just curious whether Epic Universe is worth the hype, hit play, then subscribe, share the episode with a theme park friend, and leave us a quick rating and review.----Adventures & Mousecapades is a passion project from Alicea & Nathan Novak - two Seattleites addicted to The Mouse. We are not affiliated with Disney, nor are we travel agents. Opinions are our own.Instagram, Threads, Facebook: @ourmousecapadesYouTube: https://www.youtube.com/@ourmousecapadespodhttps://OurMousecapades.compodcast@ourmousecapades.com

Part two of the Bali crew adventure. Matty, Liv, Noffs, Rhys (No Viz) and Chiz push through flu, blood noses and an LMC scare to finish their freediving instructors course with Adam Sellars and The Pressure Project — every one of them nailing their 32m depth, static and dynamic requirements. Then they head up the coast to spear the rumpongs, Bali's handmade floating FADs, with the experienced local guides at Spearo Co: first-ever dolphin fish, triple tail everywhere, and Matty sprinting across the open ocean after a jammed roller gun. Liv's one-shot redemption dynamic after four failed attempts is the moment of the episode. If you're curious about a freediving instructors course or spearfishing Bali on a budget, this one's for you. KEY TOPICS COVERED: Finishing freediving instructor requirements while sick — and when to listen to your body instead Mouth fill technique made simple: when to charge it and why it unlocks depth Why you don't need a massive pre-dive breath to dive 30-40 metres Dynamic apnea mental blocks and Liv's one-shot redemption protocol Spearfishing Bali's rumpongs: triple tail, mahi mahi and flasher tactics What a $625 Bali spear charter with Spearo Co actually gets you Kraken Spearguns with Helios, owner of Spearo Co, plus fad season (April-December) CONNECT WITH THE CREW: Spearo Co (Bali charters): Instagram @spearo_co NOOB SPEARO: Spearfishing Courses and Retreats: spearfishingcourses.com.au Instagram: @noobspearo Website: noobspearo.com Newsletter: noob-spearo.kit.com/floater PARTNER DEALS: Adreno Spearfishing: spearfishing.com.au — use code NOOBSPEARO to save $20 on orders over $200 Neptonics: neptonics.com — use code NOOB10 to save 10% storewide Old Man Blue: oldmanblue.com.au — use code NOOBSPEARO for a free vinyl filleting apron on orders over $300 Aqualyte Hydration: aqualyte.com.au — use code NOOBSPEARO to save 10% Dog & Gun Coffee: dogandguncoffee.com — use code NOOB10 to save 10% HohnkeOutdoors: hohnkeoutdoors.com — use code NOOBSPEARO to save 20%

Imagine setting fire to half your art budget before lunchtime. Seven hot air balloons grounded in a field. Fourteen speakers. The Birmingham Symphony Orchestra waiting to be paid. And a city council expecting you to reach a hundred thousand people by the end of the week. That is the kind of corner Luke Jerram has found himself in. And it is also the corner that produced Play Me, I'm Yours - pianos in the street for anyone to play. Two thousand of them. Seventy cities. Welcome to Extraordinary Creatives. I'm Ceri Hand. Follow the show so episodes like this land in your feed every week. Luke Jerram is the artist behind Museum of the Moon, Gaia, Helios, Park and Slide, Sky Orchestra, and Glass Microbiology. His work has been seen by tens of millions of people. Close to a thousand exhibitions across forty countries. Pieces held in over eighty permanent collections, including the Metropolitan Museum of Art in New York, the Rijksmuseum in Amsterdam, and the Wellcome Collection in London. And he has built all of this from a studio in Bristol, with a team around him, without gallery representation. In this conversation you will hear how he funds projects nobody has made before, why he turned down Red Bull and Coca-Cola, and what he calls stamina of dissatisfaction - the last five percent that lifts a piece from good enough to worthy of people's attention. I hope you find this as inspiring as I did. KEY TAKEAWAYS Most artists make a piece, show it once, and move on. Luke lives with a piece across a hundred installations and refines it. That last 5% of refinement makes the work land, turns it into something enduring that funds the next project and the next. Being an artist is a marathon, not a sprint. A diverse practice takes longer to build. But that willingness to keep reinventing yourself creates adaptability. Don´t underestimate your ability to solve problems and learn from failure. It´s up to us to decide on the rules we play by. BEST MOMENTS “I like creating artworks that leave space for other people to be creative.” “If you knew you had to be rejected 100 times before you were a millionaire, you'd be really excited to get your first rejection, wouldn't you?” “There's no such thing as luck. You've got to be ready … when the phone call comes … make it easy for them to say yes.” For the text version of the topics, we cover each week in the Beat the Block Shorty episodes, straight to your inbox, head to http://cerihand.com/subscribe. RESOURCES https://www.lukejerram.com https://www.instagram.com/lukejerramartist HOST BIO With over 35 years in the art world, Ceri has worked closely with leading artists and arts professionals, managed public and private galleries and charities, and curated more than 250 exhibitions and events. She has sold artworks to major museums and private collectors and commissioned thousands of works across diverse media, from renowned artists such as John Akomfrah, Pipilotti Rist, Rafael Lozano-Hemmer and Vito Acconci. Now, she wants to share her extensive knowledge with you, so you can excel and achieve your goals. Ceri Hand Coaching Membership: Group coaching, live art surgeries, exclusive masterclasses, portfolio reviews, weekly challenges. Access our library of content and resource hub anytime and enjoy special discounts within a vibrant community of peers and professionals. Ready to transform your art career? Join today! https://cerihand.com/membership/ Unlock Your Artworld Network Self Study Course Our self-study video course, "Unlock Your Artworld Network," offers a straightforward 5-step framework to help you build valuable relationships effortlessly. Gain the tools and confidence you need to create new opportunities and thrive in the art world today. https://cerihand.com/courses/unlock_your_artworld_network/ Book a Discovery Call Today To schedule a personalised 1-2-1 coaching session with Ceri or explore our group coaching options, simply email us at hello@cerihand.com This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Eric Romo spent his early career as employee #13 at SpaceX, left for nearly two decades, and came back to one of the hardest unsolved problems in the space economy: what happens after launch. Getting things to orbit is largely figured out. Moving them once they're there is not. Impulse is now over $1B raised, embedded in the Golden Dome architecture, and with a GEO rideshare program booked out before a first flight. We get into how they got there, why Eric thinks every business model predicated on cheap Starship launch is broken, and what it actually means to be building in-space mobility at the moment GEO becomes a contested domain. We cover: The single Mira flight that changed Impulse's relationship with the Space Force Mira, Helios, and Caravan: three products, three markets but one key through line The Golden Dome partnership with Anduril and what it means to be embedded in that architecture How exposed American GEO assets actually are right now Why every Starship-dependent business model is broke The $4.26B valuation and what has to be true for that number to look cheap in ten years What the Impulse team debates most internally right now   • Chapters • 00:00 – Intro trailer 01:21 – How Eric ended up at Impulse 03:43 – How Eric got to SpaceX and his experience there 05:29 – Why Eric went on a hiatus from the space industry 09:49 – Is Musk focused on Mars or data centers now? 11:46 – Finding his way back to space 14:44 – Reuniting with Tom 17:43 – Why Tom is someone Eric could work for 20:22 – The vision of Impulse that Tom presented to Eric when he joined, and how it's changed 22:07 – Impulse's product set 26:42 – The pivot to GEO 33:13 – Caravan vs. the trend for larger-scale satellites 36:51 – Impulse's second thoughts about the economics of Mira and expanding 39:16 – Mira, the most maneuverable spacecraft in orbit 41:08 – Why does the government care about maneuverable satellites? 42:24 – Competitors and how to win the maneuverability race 45:25 – How exposed are GEO assets today? 47:52 – The biggest market for Impulse 49:39 – Impulse x Anduril 52:03 – Moon and Mars discussion at Impulse 54:02 – How Starship will fundamentally change the industry 1:00:01 – The opportunity for SpaceX competitors 1:03:49 – If Starship solves orbital refueling, will they become a competitive concern for Impulse? 1:05:35 – How Impulse is planning to use their recently raised $500M 1:07:00 – Impulse's existing capital needs, future fundraising, and will Impulse go public? 1:10:08 – How Impulse's products will evolve 1:11:06 – Biggest source of internal debate 1:13:14 – Overrated and underrated space technologies 1:15:56 – What Eric would say to his 23-year-old self at SpaceX 1:16:52 – What Eric does for fun   • Show notes • Impulse's website — https://www.impulsespace.com/ Eric's' socials — https://www.linkedin.com/in/eric-romo/ Mo's socials — https://x.com/itsmoislam Payload's socials — https://x.com/payloadspace /  https://www.linkedin.com/company/payloadspace Ignition's socials — https://x.com/ignitionnuclear / https://www.linkedin.com/company/ignition-nuclear/ Tectonic's socials — https://x.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/ Valley of Depth archive — Listen: https://pod.payloadspace.com/   • About us • Valley of Depth is a podcast about the technologies that matter — and the people building them. Brought to you by Arkaea Media, the team behind Payload (space), Ignition (nuclear energy), Decoding Bio (biotech) and Tectonic (defense tech), this show goes beyond headlines and hype. We talk to founders, investors, government officials, and military leaders shaping the future of national security and deep tech. From breakthrough science to strategic policy, we dive into the high-stakes decisions behind the world's hardest technologies. Payload: www.payloadspace.com Tectonic: www.tectonicdefense.com Ignition: www.ignition-news.com Decoding Bio: www.decodingbio.com

For June and Pride, Ronnie chose a modern retelling of Icarus by K. Ancrum! We'll spoil the discussion a little bit and let you know here that we loved the novel! Still, there's a lot to discuss. Icarus retells the classic myth, but instead, Icarus is an art thief, his father is a man seeking revenge, and Helios is a boy trapped in a mansion with an abusive father. There's a lot to unpack in this short novel, and we had a great discussion. We hope you enjoyed reading Icarus, or this inspired you to pick it up! Icarus made both of want to look at more art, and it's powerful story of young, tragic love.    For July, Ian picked The Antidote by Karen Russell. A magical realism novel that came out in 2025. The story takes place in a fictional town in Nebraska where a prairie witch stores people's memories! We hope you get a chance to check it out before our next episode on August first. 

Welcome back to Gnostic Insights and to the Gnostic Reformation on Substack. Last week was part one of my interview with Bishop Nathan Wilson of the Gnostic Union, and he explained to us a bit about who the Gnostic Union is and what they believe in. At the beginning of that episode, I read from the Gnostic Union website their history and mission statement. And my brother Billy called me up and said, “Oh, but there’s a point of their theology that’s all wrong. I know they’re ecumenical and all, but we mustn’t fall into the error of wrong teaching.” And, you know, I totally agree with that concept, not teaching anything that is incorrect or that doesn’t make sense, according to the Gnosticism that I share with you here. And it created a very large discussion between my brother and me. And I don’t even have enough time in this short introduction to go into the point that Bill brought up out of their statement of beliefs. So we’ll wait and we’ll do that when these interviews are all over and that way we can go into depth and give the topic the attention it deserves. You see, the Gnosticism that I share with you here mostly comes from the Tripartite Tractate of the Nag Hammadi. And the Tripartite Tractate is a very unusual book. It is not a book of mythology. It is not a book of ancient myths concerning angels and demigods and great battles in heaven and so forth. It’s not that kind of book. We think of it as physics. It’s literally a book that describes the cosmology and the cosmogony, that is, how consciousness came to be transmitted from the base state of consciousness that we call the Father or the Source, and all the way downstream into, ultimately, us. We’re sitting here talking and thinking about it. This is pure consciousness we’re talking about. It’s not particularities. You understand? Gnosis itself we think of as that river of consciousness. That’s what gnosis is. So, I often say, if my dog can’t understand the gnosis, it’s not really gnosis—it's a knowledge claim. If a blade of grass or a tree in the forest can’t bask in the gnosis, then it’s not really gnosis. It’s a human knowledge claim. This is the reason why here at Gnostic Insights and on the Gnostic Reformation, we do not dwell in the history of things. We dwell in the understanding or the gnosis itself. The cosmogony and cosmology of Gnosticism that I share with you here is a logical step-by-step rollout of the consciousness of the Father or the Source. It doesn’t really matter what you call it. It’s the base state. It’s the matrix of consciousness itself and how it flows down to us. There are necessary steps described in the Tripartite Tractate for how that consciousness is differentiated and particularized and then rolled down. And how it is that we material beings are different than the ethereal beings. How could that have possibly happened? It’s like that. It’s a logical progression that necessarily comes out of an a priori statement of consciousness as the ground state. That’s quite a bit different than mythologies of how these angels fit in with these gods and goddesses down here on earth and so forth. Because those particularities definitely come out of the mind of humans. They can be inspired. Okay, I’ll give you that. But they are knowledge claims. They’re not necessarily gnosis and because of that they can go wrong. They can be wrong. Whereas starting with this a priori notion of consciousness ending up in us and how does that occur? By what means does that possibly happen? And how is it that we earthlings plug into that illimitable consciousness? That’s a different thing. That’s a description of process. That’s an understanding or a gnosis of what it is that we are part of. 15 steps in Gnostic Cosmology So I’m not knocking the history or the particularities that Bishop Wilson shares with us. But the gnosis that leads you to enlightenment is simply this: We come from the Father [El Elyon] or from the Source or from the Mother-Father or from the Great Mother—whatever you want to call it. We come from that Source, that unlimited well of consciousness and life and power and might and love. And then we will return to that. That’s all you have to know. We come from Above and we return to Above. And with that knowledge, that’s your base state. That’s what the blades of grass and the dogs and the trees all understand. All the rest of the particularities of who and why and how, those are just details being filled in. Some of them out of gnosis, but most of them out of tradition or history. So we’ll be proceeding now into part two of my interview with Bishop Nathan Wilson of the Gnostic Union. And later on, we’re going to talk some more about the difference between mythology and the process of gnosis. That is what this podcast specializes in. That’s what my brother Bill and I have parsed out and discovered out of direct mining of the Tripartite Tractate. Our gnosis comes from that and it proceeds in an orderly fashion that doesn’t require any extra research. It’s all about gnosis and what must be. But here, let’s go back to this interview with Brother Wilson. **************************************************************** Cyd: Well, tell me more about your Bible that you wrote. What do you call it? You call it… Bishop Nathan Wilson: I call it The Gnostic Christian Truth Bible. I actually asked one of the older bishops that trained me, Bishop Jason, and he started that. So, I like the name. So, I thought, okay, I want to put Gnostic Christian in there. So, I was going to call it first the Truth Bible. He requested that, but I thought, well, Gnostic Christian makes it less likely for the Catholics to come after me as well, and the Protestants. Many do not like my translations. They are quite upset that I’ve done this, but they don’t put too much light on me. So, it’s best not to give me too much attention, basically. So, the less attention I have, the less people know about this, but which is something unique about mine. I don’t just offer my translations. I offer the original Koine Greek with it, so they can look at the actual text. So, even if my translation, say, could be wrong, they could look straight at that text and go argue with the text that they see, which I also wanted to include for their own reason, and when I included the alternative English, it’s so I might read it one way, but someone else is going to read it another way, and that can teach me something new. I feel, oh, I didn’t understand it like that. So, that’s why I wanted to keep that in there too, and a couple of words I kept in there were Greek. So, I kept Logos. I kept Kosmos, Zoe, Sophia, Archon. Magus. I kept all these words. So, very, very Gnostic, and you won’t find these in the English translations. They have gone out of their ways to censor them. I also kept the word daemon or daimon, daemon, so I did not put that down as demon because that’s not what it means. So, I kept the original Greek context of use, and I also add a Greek, Koine Greek, index in my translation so people can actually look at little snippets of what these words mean. So, I have some things in here. So, this is just on one page on basically all Greek with English meaning. So, there’s Logos, which I explained means God’s word, God’s authority, God’s reasoning, song, and speech, and utterance. So, when you see Christians speak that Jesus is speaking the Word, or in the beginning there was Word, they are doing a disservice to what’s being implied. This is the word of God. Very different, and even the word God we use is very English. I did keep up, but for the English sake of things. So, English people wouldn’t freak out too much on me, and another thing is also a safer mouthful, because this Word means supreme deity, deity of deities, which is very interesting. Otherwise, we would go into a god, which is lesser gods as well. So, we have a pantheon. So, it was very different, like even monotheism would evolve into what we think it is today, but in the ancient past with ancient Jewish people, they did believe in other gods, it’s just they chose to worship one god. So, this would be not the same as monotheism now, where you completely reject them as non-existent. This wasn’t that case. So, they had a very different mind. So I kept Sophia being wisdom. I mentioned this is how this is feminine wisdom, God’s feminine wisdom, coming from the Hebrew word Chokmah. Sometimes those are called Chokmah. So, I kept that in there as Sophia. Zoe, I kept too, meaning basically when you see eternal Zoe, that’s eternal life. So, that’s implying the feminine wisdom again, but also the spiritual benefits one receives with a spiritual relationship with God, or what’s with mine. So, I kept that in there. So, it’s very feminine, and that’s being removed. They would not want you to know that life is Zoe, and there’s other words they could have used for life or soul, but they chose to use the word Zoe, and that’s important. So, I kept that in there. And I’ve also got Megas. I’ve already mentioned that, but Magus comes from—here’s two words that are entwined, but the thing was the church has used a later translation, which would be terrible, but that’s kind of wrong, and this is because the language would evolve over time. It came to words Megus and Magos, which basically would be Magi, and then great and powerful, larger than life. So, Jesus was also called Iesous Magos. So, Jesus the Great, Jesus the Wise, has been censored because of Magus, and they don’t want you to know about Simon Magus. They don’t want you to know anything about Gnosticism. So, this has been censored, and I’ve also put some passages where find this. I kept Daemon in here, or Diamon. Gehenna, I also translated in here. I kept Gehenna. I did not use hell because hell is German. It’s realm of light in German, so it’s a Germanic word. So, I kept the word Gehenna, which is ultimately what we would kind of call hell, but it’s not what people think it is. That’s an evolved tradition. So, Gehenna or even Abaddon, these are two different words, but the same thing. Gehenna was the place where the soul was destroyed or purified. So, the text can translate to eternal punishment, but that’s not strictly bound to it. That’s more would be a later theology bound to that translation where it means period of time. So, it doesn’t necessarily mean all these different things. It’s like the word soma where it’s all about Jesus’ body. It can be living body, dead body, or a carcass, or even the living body of the church, which is more symbolic, but fascinating. I also kept in here a couple words, such as I explained Hades, which is mentioned with Sheol and how that’s separate from Gehenna. I’ve kept Helios, Selene, Astron, or Asterios, as well as Aletheia. These words are very interesting because they are all gods. They’re all Greco-Roman gods. So, the scholars or, I really should say, a Christian apologist, that state there’s no pagan gods in the New Testament—they are entirely wrong. It’s just that they have looked at it in a modern Greek eye instead of looking at an ancient past—they would have seen the gods being mentioned. So that’s very interesting. So when Jesus says that the stars and the sun is falling, he’s not speaking about the sun and stars. He’s speaking about the Helios, the Roman sun god is falling, and the stars and goddesses falling, as well as Selene, the moon, so the moon goddess. That’s the falling of the pagan Roman gods that was subjecting the Jewish people. So very different theology. So theology matters. So we have to look at how people believed back these times. [Jesus speaks of the stars, moon, and sun in Matthew 24:29, Mark 13:25, Luke 21:25. Assigning them as gods and goddesses is Bishop Wilson's interpretation.] The Jewish people did not like the Romans. Not saying that all of them did not. We had some that were pro-Roman. One of the Romans that was involved in the Jewish revolt, fighting against the Jewish people, was Jewish, which is cool. And he was related to Philo of Alexandria. So very interesting. I think he might be his grandson. Cyd: Let me jump in for a second as we’re speaking about gods and the God Above All Gods versus lesser gods. Is it your thought that the God of the Jews of the Old Testament, Jehovah, is a lesser god as opposed to the God Above All Gods? Bishop Nathan Wilson: Yes. Cyd: Okay, so Jehovah is the tribal god of the Old Testament? Bishop Nathan Wilson: Yes, a bit of a mix. So there’s two gods. Well, there’s a couple, if you’ve got to go every single god being mentioned. But what they’re describing is, say, Deuteronomy 32:8, you have El Elyon dividing up the nations according to the Elohim being children of El, and Yahweh received his inheritance from the most high God. So Yahweh was more like a guardian deity, basically. He was a brother of Baal. But some Canaanites believed that Yahweh was Baal. So Yahweh kind of came later after Baal. But the first to worship Yahweh were the Sashu of Yahweh. So they were Canaanite raiders. Hebrew was also a Canaanite language.  [The earliest trace of Yahweh isn't Israelite—it's desert-born. Egyptian inscriptions speak of the “Shasu of YHW,” nomadic peoples on the edges of Canaan, sometimes regarded as raiders. It suggests the name of Yahweh may have emerged out of the wilderness before it was ever claimed by Israel. Even Hebrew itself comes out of the same Canaanite linguistic world.] So I see the views—the ones that were worshipping El would be the ones that would become the Essenes or Jewish mystics. So the Essenes worshipped El. They didn’t worship Yahweh. They viewed Yahweh as a lesser god, which is one reason they challenged the temple, because they viewed, you guys aren’t worshipping God, you’re worshipping the lesser deity, you’re worshipping an angel. And so they rejected the temple. And the priesthood was corrupt. So then you also had the Magharians or Magarites. They were first century BC era Jews. They were proto-Gnostic, so that’s a scholar term. So they were Jewish mystics. They believed that Yahweh was a demiurge and that he was a lieutenant. So not an evil demiurge, but he was ignorant of the most high Father El Elyon, but that’s not a name to them. That was just a title meaning most high God. So they didn’t believe in God with a name, the unknowable Father, they believed was beyond sex as well. So Mother-Father, basically. So beyond all things. Too perfect to interfere with matter. And they believed that the Torah had been corrupted. So that’s fascinating. So that’s a group that we want to talk about. So we had about 25 different versions of Judaism during that time with all different beliefs. So what type of Jew was Jesus? This makes a big, big difference. So not all Jews worshipped Yahweh. Some viewed him as a lesser God and some viewed him as the devil, which is whack. So the only Gnostics or proto-Gnostics would use that word devil at that time. So we have the wisdom of Solomon, which is the first text adored by Christians that they would say, look, this is our Messiah mentioning he’s a dying and rising Messiah calling himself the Son of God and he’s been crucified. So this means that just like our text, he would die a shameful death. But this text mentions that through death, the devil enters the world. So the Pharisees didn’t believe in the devil. The Sadducees didn’t either. But what’s interesting about the Pharisees and Sadducees and the Herodians, which kind of made up both these groups, they were a part of both, just the Herodians mostly supported King Herod. They believed that either King Herod was the Messiah or his family would be, or they belonged to the Sadducees and didn’t believe in a Messiah. So the Sadducees didn’t believe in angels. They didn’t believe in an afterlife. They believed once you were dead, the soul turned to dust. God was too perfect to interfere with humans. So that’s an interesting belief. But we had different subsects of Sadducees that had a different opinion to that. They believed that God did interfere with humans, but we had total free will. So they could interfere with some things, but there was no Messiah. There was no angels. So they believed that a human could be a messenger of God. That was about it. So like Moses. Then you had the Pharisees. They believed that Satan served Yahweh. His job was to test humanity or seduce humanity away from God. So that way mankind had free will. But some Pharisees didn’t believe that. They believed that Satan, Hasatan, was just symbolic for mankind’s inclination towards evil. So they didn’t believe in an evil being. So their belief was that God ordained good and evil, basically, would use evil for his own will. So that’s trippy, very trippy. So the Pharisees had a very different belief. They didn’t believe in the adversary against God. They didn’t believe in fallen angels. Later on, they would take on this belief, borrowing it from mystics and zealots. So funny enough, they would be influenced by Jesus’ teachings, such as saving a life on the Sabbath. The Pharisees would not do that. But to be fair, some Essenes wouldn’t do that either. Some Essenes were very warlike, wanting to join God’s angelic army fighting at the Armageddon of the last days of the world. But these mystics, they are the only groups that believed in fallen angels and believed in a place of punishment. The only groups. And that’s fascinating. So they believed in a physical adversary against God. And these beliefs are carried on in the Christianity with the Armageddon day, or even the belief that God basically allows Satan to do what he wants, but he’s going to conquer over him. That was an Essene belief. They believed that Belial was the adversary against God, a fallen angel, leader of the fallen angels, and God would allow him the sin because he would destroy him in the end. So that was an Essene belief, but not all that belief. Some believed that basically fallen angels chose to rebel against God, so they had free will and that God would overcome them in the end. So that’s different. So we have to look at those beliefs because that makes a big difference in theology as well. And one reason I chose to keep daemon or daimon in the text is because this doesn’t mean Jesus is casting out evil demons, but rather, well, the ghost of the mystic belief of pagan gods were fallen angels. So he’s casting out pagan gods, or he’s just casting out unclean spirits, depending on what the definition of word is, because that daimon or unclean spirit, for instance, isn’t always referenced to a pagan god. It’s just someone who’s died vengeful or angry at God, and is now just a ghost causing haunting. So it depends on how it’s being used. So I kept those words in there. So if the word said unclean spirit, I kept that as unclean spirit. But if it was going into a daimon for a pagan god, basically I’ll keep it as that daimon, so they could choose how they’re going to read it. Because sometimes you’re dealing with two things at once. Sometimes you’re dealing with an unclean spirit, then a pagan god’s being mentioned too. So this archon ruler’s having little other minions subject under him. So we even have an archon ruler being mentioned. So an archon of the daemons, ruler of pagan gods. So other gods had dominions, basically. So they viewed these other gods having their own realms of power, which we also see in the Gnostic text. So I kept all that. I also kept the archon of the synagogue, which is a ruler of the synagogue. So it’s not always a bad thing. Sometimes it’s just political rulers that are mentioned. So an archon of the Gentiles, for instance, is just a ruler of Gentiles, just a politician. I have kept archons in the sense of Yahweh somewhat, I believe, as being the devil. Because in John 8:44, we have Jesus going up to the Pharisees and Sadducees and Herodians who made up the high priesthood. He says, You are of your father, the devil. But if only these Gnostic Jews believed in the devil and their God is Yahweh, who’s he calling devil? And then when the daemons are calling him Son of the most high God, they’re calling him huios, which means son. Huios tou theou tou hypsistou, which is Greek for Son of the most high God. But if you put this in the Hebrew, it’s Son of El Elyon. So this is what the pagan gods are calling him. So the lesser gods. And then he’s also saying that we’re all the children of El Elyon, which is also fascinating. And also the word for son they’re using just means child. It can be male or female. But again, they’re wanting a male audience. So they restricted it, which is a shame. Cyd: How about the word aeon? A E O N. What do you do with that word? You know, in my work with the Tripartite Tractate, it seems to me that most references of aeon in the New Testament translate it as time, a period of time, or the end of the ages, the ages. Whereas I tend to see it always as eternal beings from the ethereal plane. What do you think about that? Bishop Nathan Wilson: I love that. I think that too. I think it’s a mixture of all these things, which is also, I keep, it depends on the context of use. But a lot of times you do see the text that is referring to a higher being, which is beautiful to mention, especially when you’re looking at Gnostic works. But you do see this in the New Testament as well. So you see one text mentioning, for instance, who is this Sophia and this higher power? And that’s how the text can translate too, which is fascinating. So that means who’s this unknown higher power. And then it mentions about the Aeon. And so you see all this sort of stuff being mentioned. Yes, it means an eternal being or an angelic being, but it can also mean eternity or a period of time. So depending on the context of use. So words have power as well. So that’s interesting. So again, how it’s used can make a world of a difference. And it’s interesting when they’re using certain words because there are some times that they could have chosen to use a different word. So when they’ve used a certain word like that, that can change the entire context of meaning. Cyd: Right. Like saying there’s some reference to judgment at the end of the age. And I’m always thinking that it’s judgment from the Aeons when I see that. But I’m not translating from scratch, I’m taking biblical translation, so what do I know? Bishop Nathan Wilson: You’re spot on though. So you’re correct. So it can translate that as well. And we have to realize that we have different versions of Christianity. So that’s certainly appropriate for a first century understanding. Most people are looking at from fourth century. So you’re looking at it from a first century point of view. And so you’re ahead of others in that sort of case, which is beautiful to see. So that’s rare. And I chose to keep that for that reason. So people can have their own conclusions, not having it forced onto them. Cyd: You are very much into the history of things. You’re an historian. I am not at all interested in history per se. I’m always talking about what other people believed in other times. That is not pertinent to our gnosis here and now. So what do you view the purpose of this deep historical knowledge that you have concerning the Jews and the Essenes and whatnot? And is it necessary to go into all of that? Bishop Nathan Wilson: If you want to, I guess, teach from a historical perspective as well as a spiritual one, then yes. But if you want to go for spiritual, you can just go by the heart. There were plenty of spiritual teachers that were illiterate, that could not read, that could not write, and they had a beautiful message. So there’s something more powerful that we can receive within that you won’t obtain from books. But ultimately, you can also have wisdom gained from books. It can be a form of worship or a form of connecting with the divine as well. We have many forms of worship or many forms of experience what’s divine or having that intimate moment with what’s divine to reflect and to deepen our purpose. I wanted to know the historical man we call Jesus and ultimately put into practice what he put into practice. So I wanted to look at the history side of things and especially also, what’s another word I would like to use, decondition myself, decondition past beliefs that were harmful, that did not serve me and ultimately not serving others, and also find out that I was wrong about many things, which I wanted to know as well. So what brought me to this was to know the man we call Jesus, Yeshua, or Yehoshua, whichever term you like, whichever name you want to use. So I want to know not just that, but I want to know his practices, what he did with his life, how his first followers lived, how the first Christians lived, and what I could use for my own spiritual path and how I could put that into practice. So that’s why I want to look at the history side of things. I think if you want to put into practice the different techniques of all the many different Gnostics, then you’re going to have to look at some of the history side of things to find those practices. That doesn’t mean that every single practice is necessary for you. So what works for me might not work for others. What works for others might not work for me. So double-edged sword. Cyd: What sort of practices are you referring to? Are these rituals? What’s the practices? Bishop Nathan Wilson: I go into some of the ancient rituals as well. Some of them I might look at the prayers that they would use, the diet they would take, or means of worship. So how they would go about their forms of private practice. So that sort of stuff. And then I might apply it into my own life and see how I can go. There’s still more I’d like to go and check out more. So I’m still studying a couple of some of the ancient practices as well. So from different or religious perspectives as well. And then I can see how I can put it to my own form of use. So I looked at a lot of Jewish Christians, they would do the shema for instance, before their meditations. And I’ll do that as well. [“Hear, O Israel: the Lord our God, the Lord is one… You shall love the Lord your God with all your heart, with all your soul, and with all your strength…”] They also did breath works back then, which would also induce a sense of intoxication if you want to use, or light headness. And in turn that can also open a new state of reality. So entering the spiritual realm can be a vehicle, if you will, to get there. So to open the mind. And that’s also a practice that’s been used in ancient past. And we can certainly use that today. We have modern practices, say like Wim Hof, that teach breath work in meditation. That’s also useful. So sometimes looking at the past, we do see stuff in today’s world that’s not really new. It’s just being basically reentering this world again, from past knowledge gained of old. And I find that in a lot of Gnostic stuff. When you look at history, you kind of see that Gnostics kind of did a lot of things first, that what we’re doing now that we think is modern, but it’s not. It’s ancient. Cyd: That’s why conventional Christians who read my books, they say, oh, you’re just all new age. And I’m like, no, it’s not new age at all. It’s ancient. Bishop Nathan Wilson: Which is a shame that Christians have been shut off into their own world, which is kind of funny. I actually tell most Christians that they are, in fact, new age, because these beliefs are ancient. And what they are going by is, depending on what version of Christianity, if you’re Protestant, that’s 16th century, I believe. Non-denominal, 18th century. Protestant, 16th century. Catholicism, late second century. Orthodoxy, as we know it now, would be about 14th century. But older Orthodoxy, which would be the split from the Catholic church, is fourth century. So it’s when you go to Gnostic Christians, first century, and we’re really the only groups that are surviving, the Jewish Christians got killed. They ultimately were wiped out or would convert to mainstream Judaism or would become Christian or Islam, they would follow as well. So some would be converted to Muslims, which is also interesting as well. We as Gnostics were also harmed by these other groups, by Catholics, Protestants, Muslims as well. At one point Zoroastrians, but that was only one particular era. And we’ve basically arisen from all that, from that underground, and we’ve still survived, which is fascinating. It’s beautiful that we have. And also the texts that have been rediscovered, this is not accidental. This is all happening for a reason. What’s divine is experiencing itself where it can experience itself and express itself again safely in today’s world. In ancient past, it was dangerous to have diversion after the fourth century, which is a shame because the Catholics would kill those who came before them. They didn’t like that. And they even knew that some of the Gnostics, they had older writings, but they still denied them, which is funny. So it’s why such the hate, which is such a shame. So it goes back to that control of power, my way or the highway, basically. And it was never meant to be like that. It was meant to be very universal. It was meant to be very diverse. The first Christians were Gnostics and Jewish Christians, a mixture between strict law observing Jews and a mixture of Gentiles. And then you had the Jewish mystics that became the Christian mystics, which is fascinating. That was the original groups. And the original groups would argue amongst each other. The strict law observing Jews wanted circumcision, where the mystics said, no, no circumcision of the hearts, let the Gentiles come. That’s fine. So even when we look at the word, say, ethnos, for instance, in the Gospels, when you see kingdom against kingdom, nation against nation, these are the same things. So what they’re actually talking about is Gentile against Gentile and kingdom against kingdom. So the Jewish people didn’t have a kingdom at this stage. It was a mixture of Judea, Galilee and Samaria. So we’re the Samaritans. So that’s also something to take into account, too. So they didn’t like that. They were looking for a messiah to reunify the Jewish people, restore the Jewish faith and make Israel a kingdom again. And so some of them didn’t like the fact that Jesus wasn’t after this, for instance. So they didn’t like some of these teachings. It was a bit different. But if you look at the mystics, they had a very different interpretations. They did believe in a renewal of the Jewish faith, but a renewal back to El Elyon and a rejection of Yahweh. So that’s very different. So when you look at repentance, for Israel to repent, meaning for all of Israel to return back to El Elyon. And if you look at for the Gentiles conversion, that would be referring to not converting to any religion, but converting to God. So God outside religion. So fascinating. So you see all this in the original text. Cyd: And why do you suppose, this might be an unanswerable question, but why do you suppose conventional modern Christians are so, you know, extremely antagonistic towards Gnostic Christians? Is it fear or what? Bishop Nathan Wilson: Well, they’ve been told you're the enemy, basically. And yes, some of it is fear. Fear as well of the unknown. And also because of the need of an opponent. So they believe that they are doing a good thing. And if they don’t do this, they can be punished. So it’s the case of where a victim becomes an abuser. So most Christians have never even heard about Gnostics. It’s only the real ones who are into spiritual warfare, basically, and really full on extremist dogmatic ones that are familiar with, and apologetics. But they are now feeling like they’re losing the battle because more people were interested in Gnosticism and especially interested in other Jewish groups and the Dead Sea Scrolls, as well as the Nag Hammadi. So they’re realizing their other texts and there’s other options now. And that’s great. And regarding even my translations, one reason I chose to do it that I did, I found out that no modern English Bible translates from one source material. They’re all a mixture of different sources. So we have the Codex Sinaiticus mixed with the Latin Vulgate, mixing with Germanic copies, and then mixing ancient Koine Greek into modern Hebrew, putting it back into Greek. And that’s not good at all. So we’re just changing—we’re swapping chapters because we feel uncomfortable with them. So I was mortified when I was looking at that. And so I realized I couldn’t trust basically my Bible anymore. So I thought, well, I’m making this myself. And then I thought, well, I’m going to release it. Let’s go and share it too and do what they will with it. And it opened a lot of doorways to me, actually. So that’s one reason I wanted to give that out so people can have their own faith in their own interpretation and also believe in the message of Yeshua, bringing people back to the Most High God, to the Unknowable God, the Living Father, the Mother-Father. And we also see the Mother being mentioned in other texts too. It’s just mostly blocked out by mainstream Christianity, which is unfair, unfair to women and unfair to humanity with their approaches. It’s been very violent. So we need to remove that violence because that’s nothing to do with Yeshua’s teachings. He didn’t teach us to go around fighting each other. He said, Those who are for me are with me. They don’t understand his message. They very much follow the Catholic teachings of Paul that they’ve been given. And so they can look at the Gnostic teachings of Paul as well, which are also in there. Paul’s letters, we now know they’re mostly all forgeries. We don’t have any original copies either. They’re all later fourth century and we have some second century fragments. But the oldest reference to Paul is from the Ten Letters of Marcion. And he’s the man who compiled the first Christian Bible. And some people can argue, some people don’t believe he was a Gnostic. Others think he was a Gnostic. I think he was a type of Gnostic because he believed in a demiurge. So he believed that the God of the Jews was Yahweh and not the Supreme God of Jesus. That is a very Gnostic belief. But the thing is, the word Gnostic was given to us by the Catholic church, was a way of separating us and identifying us. But we wear it as a badge of honor because we understand they’re just calling us knowledgeable Christians, which is kind of funny. So language is powerful and the Catholic church certainly forgot it. So because of them, we now use daimon as demon. So they’ve basically demonized Jesus. They’ve demonized the Holy Spirit, which is their greatest sin. And they’ve demonized God and every other God. So they don’t know what damage they’ve done. And that’s not good. So I wanted to reverse that damage and bring people back to what I believe is the message of Yeshua, of Jesus, and to have their own spiritual relationship with God, an individual relationship, which is something that I want to see more of. That’s a very beautiful thing. You can’t define that intimate experience without living it. Cyd: Right, right. Well, that's all we have time for in this episode. We'll pick it up again next week for part three of my interview with Bishop Nathan Wilson of The Gnostic Union Church.  I like the way he talks, huh? Until next week, onward and upward and God bless us all.

In this episode, Adam Torres interviews Humphrey Ho, President & Managing Partner of Helios & Partners. Humphrey shares his investment philosophy, discusses the importance of supporting founder-led consumer brands, and explains why Helios & Partners focuses on identifying businesses with the potential to become enduring brands across beauty, luxury, wellness, and consumer markets. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode was originally published on July 22nd, 2024. A couple months ago I did a podcast with Jason Randall [36:39] on trout vision, and it was so popular that I asked him to come back on the podcast to do one on a trout's sense of smell and hearing.  Can trout hear your metal studs on the bottom when you wade, or the tip of your wading staff?  Can they hear you talking?  Can they smell your flies, and does it make sense to add scents to your fly?  Can they smell hatches coming?  I explore these and other topics with one of our foremost experts on what trout perceive in their environment.   In the Fly Box this week, we have a great assortment of questions and tips from listeners, including: What could I tie with size 16 and 18 Keel Hooks? When working the same pool, should the nymph or streamer angler cover the pool first? Where should you park when you see a stretch of unposted land? A listener relates a fun story of his first carp on the fly What would make me choose the more expensive textured Pro fly line over the Smooth version? What is your rod, leader, and fly setup when fishing a small stream? Is there a difference between a dubbing loop and the split thread technique? Do Recons and Clearwaters go through the same process of improvements that Helios rods do? I saw a lot of bugs but no trout rising.  Do you think they were overwhelmed by too much food? If trout in the East don't eat adult stoneflies much, why does the Chubby Chernobyl work so well? I find sunglasses in the evening a hindrance.  What should I do to protect my eyes after the sun goes down?

The courthouse is drying out, so Jim Hill, Len Testa, and Chris Cox relocate to the mailroom for a listener mail edition of The Case 4. This episode revisits recent debates about Disney World lounges, Disneyland Lightning Lane strategy, and Universal Orlando's hotel categories. Along the way, the panel weighs in on communal seating, pricey mocktails, park-hopping fatigue, Epic Universe hotel demand, and whether a “throwaway” Universal room can still make vacation math work. HIGHLIGHTS • Listener reactions to Beak and Barrel, GEO-82, and the communal seating problem at Disney World lounges. • A closer look at why $18.50 mocktails may be harder to swallow than $25 cocktails. • Disneyland vs. Walt Disney World Lightning Lane strategy, including why extra park days can beat park hopping. • Why Disneyland's same-day Lightning Lane drops may work better there than they would in Florida. • Universal Orlando's “Signature Collection” confusion and whether Helios belongs in that category. • The Universal deluxe hotel math behind Express Pass perks, ghost stays, and throwaway rooms. HOSTS • Jim Hill - X/Twitter: @JimHillMedia, Instagram: @JimHillMedia, Website: jimhillmedia.com • Len Testa - Bluesky: @lentesta.bsky.social, Instagram: @len.testa, Website: touringplans.com • Chris Cox - X/Twitter: @bigcox, Instagram: @magiccox, Website: magiccox.com FOLLOW • Facebook: @JimHillMediaNews • YouTube: @jimhillmedia • TikTok: @jimhillmedia • Patreon: https://www.patreon.com/jimhillmedia/ SUPPORT Support the show and access bonus episodes and additional content at https://www.patreon.com/jimhillmedia. PRODUCTION CREDITS Edited by Dave Grey Produced by Eric Hersey - https://strongmindedagency.com If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. https://www.jimhillmedia.com/sponsor/ Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode was originally published on June 23rd, 2025. In the Fly Box this week, we have some interesting requests, including many questions about leaders and tippet. What fly line should I use on my Helios 2 rod for dry-fly fishing? What can I do to prevent my tippet from kinking? What can you do when small stream trout refuse your fly? I have been using heavier tippet and seem to be doing just as well as with lighter tippet.  What is your take on this? Is there a big difference between various brands of tippet material? Can I just add a tippet ring to my 9-foot 4X leader to make a nymph leader? Should the butt section of my nymph leader be made from fluorocarbon? What should I take on a multi-day fishing trip that I would not normally think of? Why am I foul-hooking so many trout and whitefish this year? What do you think of furled leaders? What rod should I get for my 8-year-old daughter?  What rig should I start her out with? What do you think of Crocs as inexpensive wading shoes? What can you tell me about an older Orvis rod I purchased? How can I tighten the drag on an older spring-and-pawl fly reel? What is the deal with all these multi-fly rigs? Am I missing something by using a single fly? Do people fish for trout with poppers? Do I need sinking agents as well as flotants? At the end of my drift I stripped in a dry fly and got strikes. Should I change my setup and move my flies a bit?

In this episode of The Moon in Carolina, host Shelby Bundy explores the mythology of the sun — the deities across world traditions who were understood to carry the light, fight for it, and in some cases withdraw it entirely. We look at Ra, the Egyptian sun god who sailed his barque through the underworld each night and battled the serpent Apophis before every dawn could come. At the Greek figures of Helios and Apollo, who represent two very different ideas about what the sun actually means. And at Amaterasu, the Japanese sun goddess whose retreat into a cave plunged the world into darkness — and what it took to bring her back. We also look at the tradition that tends to get overlooked: the feminine sun, and the Norse, Celtic, and Baltic goddesses who held the light before the solar mythology we inherited took its current shape. 

This Week In Startups is made possible by:Northwest Registered Agent - NorthwestRegistereAagent.com/TWISTEvery - Every.ioSentry - Sentry.io/TWISTToday's show:Want to get to space? Several launch companies can help you. SpaceX, Rocket Lab, the Russians, the list goes on. But what about once you make it upstairs, then what? Impulse Space CEO and CTO Tom Mueller is building the next stage of our orbital economy. With its Mira and Helios spacecraft, we'll soon be able to take mass from lower orbits to higher orbits, or even to the Moon, with ease.Meanwhile, venture capitalists are enamored with the idea of humanoid robots — robots share our shape, our work environment, and even our tools. But startups like Dusty Robotics are taking a different tack; instead of building human-shaped robots, Dusty has built a small, wheeled 'bot that can mark out building sites quickly and accurately. And it's doing more revenue than all humanoid robotics companies combined, I reckon. Dusty's CEO, Dr. Tessa Lau, joins Alex to go deep on purpose-built robots in today's build-crazy market.Timestamps:0:00 Blue Origin, and why fixing things in orbit is hard2:19 What Mira is and what it does4:35 Why was the commercial demand for Mira softer than expected5:20 Space Force demand and the GEO-capable Mira7:08 Helios: a "rocket on top of a rocket."10:10 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST11:35 How Helios beats Falcon Heavy on price ($25M)13:35 Reusability, in-orbit refueling, and propellant depots15:38 Landers, the Moon base, and "Mega Helios."18:52 NSSL and the politics of flying government payloads20:16 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io20:51 Why the Moon matters: megastructures and data centers in space25:09 The space talent market and the SpaceX "mafia."30:16 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twistSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:Check out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

For many Arizona students, the path into science begins with a single summer that reshapes their confidence and their future. Since 2007, the Helios Scholars Program at TGen has been that turning point. Each year, Helios Scholars spend eight weeks working directly with TGen researchers exploring cancer biology, neurological and infectious disease, diabetes, and the fast‑growing world of computational genomics. Some even step into administrative roles that keep scientific projects moving. The program began with a Helios Education Foundation grant in 2006. The pilot's success led to a $6.5 million endowment and the official launch of Helios Scholars at TGen, a program built to educate, inspire, and strengthen Arizona's STEM workforce. Now entering its 20th year, the impact is undeniable. Alumni have published research, earned national recognition, and joined top graduate and medical programs across the country. Helios alumna Saahithi Mallapragada joins TGen Talks to discuss how her Helios experience became a launchpad for her career in science. You'll hear about her internship experience, her work in the lab, and why she would encourage anyone to apply to the Helios Scholar program to see if science might be a true passion.

Hey Bobs! We just tore through For All Mankind Season 5, Episode 9 – “Sons and Daughters,” and man… it was a gut-punch from start to finish.Donnie gave it an 8.5, Brian a solid 9. This one was all about the next generation — Alex, Lily, Avery, and Big Neck — as the Marines rolled into Happy Valley and things got brutally real. One-sided chaos, shocking losses, Alex stepping up in the tunnels, and that final standoff at Helios? Chef's kiss setup for the finale.We break down the gritty invasion, Avery's heavy moments, Palmer's wild ride, the Titan side quest, and why this felt like peak next-gen FAM storytelling. Plus: listener mail, our biggest nitpicks, and why we're beyond hyped for next week's season finale.Drop your thoughts at happyvalleyfam@gmail.com — we read every single one!See you next week, Bobs!

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

Today we're doing a throwback episode to one of our favorites from the early days of Stories Podcast. Phaeton Steals the Sun! Demigod Phaeton wants to be JUST like his father, Helios, the god of the sun, but he doesn't want to wait until he's a grown up! What will happen when he tries to drive the sun chariot without permission? Listen in to this adaptation of the Greek myth to find out! Check out Stories RPG our new show where we play games like Starsworn with all your Max Goodname friends, and Gigacity Guardians featuring the brilliant firefly! https://link.chtbl.com/gigacity Draw us a picture of what you think any of the characters in this story look like, and then tag us in it on instagram @storiespodcast! We'd love to see your artwork and share it on our feed!! If you would like to support Stories Podcast, you can subscribe and give us a five star review on iTunes, check out our merch at storiespodcast.com/shop, follow us on Instagram @storiespodcast, or just tell your friends about us! Check out our new YouTube channel at youtube.com/storiespodcast. If you've ever wanted to read along with our stories, now you can! These read-along versions of our stories are great for early readers trying to improve their skills or even adults learning English for the first time. Check it out.

When two fighter jets came to check on the unresponsive Helios Flight 522, they were stunned at what they saw: all 115 passengers, lying motionless in their seats. Even worse – the pilot's seat was empty, and the co-pilot lay slumped over the control panel. The commercial plane was drifting along at 34,000 feet, on autopilot – and fuel was running out. This is the ShortHand.--Patreon - Ad-free & Bonus EpisodesYouTube - Full-length Video EpisodesTikTok / Instagram

Join me as we explore the fascinating world of early season olive hatches with expert fly fisherman Blake Katchur [35:42] of Anglers All in Denver. No matter where you fish, you'll find this hatch any time from early March to early June. Discover effective tactics, fly patterns, and timing tips to enhance your fishing success during this prolific hatch. In the Fly Box this week, we have these questions and more: Can I use my 7-weight fiberglass rod for bonefish in Belize? Why can I catch brook trout in smaller streams during the winter but not in a bigger river? If I leave off the trailing hook in articulated flies, how do I compensate for the lack of weight?  Will it affect the swimming action of my flies? For Alaska silver salmon and big rainbows, should I get a 9-foot or 10-foot 8-weight Helios rod?  And should I pick Helios D or F? Do the scents from resins and glues put off the fish?  Is there anything that can cover up these scents? Are wings on dry flies absolutely necessary? Where did we get the "X" system we use for leader and tippet diameters? What do you have on your fly-tying bench that you can't do without?

Tom Mueller, Founder and CEO of Impulse Space, joins me to catch up on the company's progress and plans—3 Mira missions flown, Helios soon to fly, $525M raised, new defense contracts, a lunar lander concept, and a new Colorado facility. This episode of Main Engine Cut Off is brought to you by 33 executive producers—Joel, Tim Dodd (the Everyday Astronaut!), Warren, Steve, Ryan, Will and Lars from Agile, Natasha Tsakos, Russell, Joakim, Theo and Violet, The Astrogators at SEE, Matt, Lee, Donald, Heiko, Better Every Day Studios, Josh from Impulse, Miles O'Brien, Stealth Julian, David, Joonas, Kris, Frank, Jan, Fred, Pat, and four anonymous—and hundreds of supporters. Topics Impulse Space Careers - Impulse Space Tom Mueller (@lrocket) / X Inside Impulse's New Colorado Facility Impulse Space Secures $300 Million Series C to Accelerate the Future of In-Space Mobility Starfish Space Completes Autonomous Rendezvous and Proximity Mission in LEO with Impulse Space To the Moon (and Beyond): How Impulse Can Deliver More Mass to the Lunar Surface ​​​​‌‍​‍​‍‌‍‌​‍‌‍‍‌‌‍‌‌‍‍‌‌‍‍​‍​‍​‍‍​‍​‍‌​‌‍​‌‌‍‍‌‍‍‌‌‌​‌‍‌​‍‍‌‍‍‌‌‍​‍​‍​‍​​‍​‍‌‍‍​‌​‍‌‍‌‌‌‍‌‍​‍​‍​‍‍​‍​‍​‍‌​‌‌​‌‌‌‌‍‌​‌‍‍‌‌‍​‍‌‍‍‌‌‍‍‌‌​‌‍‌‌‌‍‍‌‌​​‍‌‍‌‌‌‍‌​‌‍‍‌‌‌​​‍‌‍‌‌‍‌‍‌​‌‍‌‌​‌‌​​‌​‍‌‍‌‌‌​‌‍‌‌‌‍‍‌‌​‌‍​‌‌‌​‌‍‍‌‌‍‌‍‍​‍‌‍‍‌‌‍‌​​‌​​​‌‍‌‌‌‍‌‍​‌‍​‌‌​​‌​‍‌​​​​‍‌‌‍​‌‍‌‍​‍​‌‍‌​​‍‌​‌​​‌‍​​‌​‍‌​‍‌​‍​‌‍‌‌​‍​‌‍​‍​‍‌‌‍​‍‌‍‌‍​‌​​‍‌​‍​​​‍​‌‌‍​‌​​‍‌‍​‌‍‌‌​‌​‍‌‌​‌‍‌‌​​‌‍‌‌​‌‌‌‌‌​​‌‍‌​‌‍​‌‌‌​‌‍‌‌​‍‌​​‌‍​‌‌‌​‌‍‍​​‌‌‌​‌‍‍‌‌‌​‌‍​‌‍‌‌​‌‍​‍‌‍​‌‌​‌‍‌‌‌‌‌‌‌​‍‌‍​​‌​‍‌‌​​‍‌​‌‍‌​‌‌​‌‌‌‌‍‌​‌‍‍‌‌‍​‍‌‍‌‍‍‌‌‍‌​​‌​​​‌‍‌‌‌‍‌‍​‌‍​‌‌​​‌​‍‌​​​​‍‌‌‍​‌‍‌‍​‍​‌‍‌​​‍‌​‌​​‌‍​​‌​‍‌​‍‌​‍​‌‍‌‌​‍​‌‍​‍​‍‌‌‍​‍‌‍‌‍​‌​​‍‌​‍​​​‍​‌‌‍​‌​​‍‌‍​‌‍‌‌​‌​‍‌‍‌‌​‌‍‌‌​​‌‍‌‌​‌‌‌‌‌​​‌‍‌​‌‍​‌‌‌​‌‍‌‌​‍‌‍‌​​‌‍​‌‌‌​‌‍‍​​‌‌‌​‌‍‍‌‌‌​‌‍​‌‍‌‌​‍​‍‌‌ Introducing the Upgraded Mira: Bringing In-Space Mobility to GEO and Beyond The Show Like the show? Support the show on Patreon or Substack! Email your thoughts, comments, and questions to anthony@mainenginecutoff.com Follow @WeHaveMECO Follow @meco@spacey.space on Mastodon Listen to MECO Headlines Listen to Off-Nominal Join the Off-Nominal Discord Subscribe on Apple Podcasts, Overcast, Pocket Casts, Spotify, Google Play, Stitcher, TuneIn or elsewhere Subscribe to the Main Engine Cut Off Newsletter Artwork photo by NASA/John Kraus Work with me and my design and development agency: Pine Works

If you think mending is just lifting your rod and flipping it upstream—well sometimes it is—but there is so much more you can do with line mends to add slack in just the right places, and to deal with tricky currents. Mike Pease [30:41], Orvis-endorsed guide and great storyteller, gives us 10 tips for increasing the utility of your line mends. I learned a bunch of new tricks on this podcast and I am sure you will as well. There are some helpful tips from listeners and some questions that may answer things you have been curious about, including: When would you use a drop shot nymphing rig? Have you ever used a dry fly, nymph, and wet fly at the same time? I am debating about which Helios rod to buy. Should I get the 9 foot 5 weight or the 9-foot 5-inch version?  Can I use the longer rod for wade fishing? A listener gives his version of a Euro rig for steelhead. Which 10-foot rod should I get for Lake Erie steelhead? Do you think tying a dropper to the bend of a hook is any hindrance to fish taking the upper fly? Sometimes when I hook a big fish it takes line right away and my tippet breaks. Do you think my drag is set too tight?  How tight should I set my drag? A great tip from a listener on an easy way to remove split shot with a tool everyone carries. You say that trout can always see the tippet. If so, why would I ever want to use something as fine as 6X?