Podcasts about Honeywell

In this episode of the HVAC Know It All Podcast, host Gary McCreadie is joined by Keith Gipson, Founder and CEO of Facil.AI and a longtime expert in controls and building automation, to discuss how artificial intelligence is changing the HVAC industry and the world around us. Keith explains what AI is, how machine learning works through pattern recognition, and why human oversight and engineering still play an important role in critical systems. The conversation covers AI in building controls, cybersecurity, automation, energy optimization, and the future of skilled trades. Gary and Keith also explore how new technologies are often met with resistance, why AI can improve efficiency and safety, and how Facil AI is helping buildings operate more effectively through autonomous optimization. In this conversation, Keith explains what artificial intelligence is and how it is being applied in building automation, controls, and energy management. He discusses how AI uses pattern recognition, why human oversight and engineering remain important, and how machine intelligence can improve efficiency in critical systems. Keith and Gary explore topics such as cybersecurity, automation, self-driving technology, and the future impact of AI on skilled trades. They also discuss Keith's experience developing AI solutions, the role of AI in optimizing building performance, and how Facil AI is helping facilities reduce energy waste through autonomous operation.   Expect to Learn: - What artificial intelligence is and how it uses pattern recognition to make decisions. - How AI is being applied in building automation, controls, and energy management. - Why human oversight, engineering, and cybersecurity remain important when using AI. - How automation and machine intelligence may change the future of skilled trades and facility operations. - How Facil AI helps optimize building performance and reduce energy waste through autonomous control.   Episode Highlights:  [00:00] - Sponsor Ad: Factory Direct Filters [00:42] - Intro to Keith Gipson in Part 1 [02:27] - AI defined: machine intelligence vs. human control [05:43] - Keith's background: IT since 1982, Honeywell tech [10:16] - Self-driving cars are 10x safer than human drivers [12:25] - Will AI take HVAC jobs? No "human optimizer" ever existed [17:10] - Introduction to FAE AI and plant optimization [19:55] - Origin of FAE AI: 20,000 buildings, 30 techs can't scale [21:59] - Each AI bot costs 11 cents/hour to run   This Episode is Kindly Sponsored by: Cintas: https://www.cintas.com/hvacknowitall Cool Air Products: https://www.coolairproducts.net/ Factory Direct Filters: https://www.factorydirectfilters.com/ SupplyHouse: https://www.supplyhouse.com/tm Use promo code HKIA5 to get 5% off your first order at Supplyhouse!   Follow the Guest Keith Gipson on: LinkedIn Profile: https://www.linkedin.com/in/keith-gipson/ LinkedIn - Facil.AI: https://www.linkedin.com/company/facil-ai/ Follow the Host on: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/  Instagram: https://www.instagram.com/hvacknowitall1/    Follow the Podcast on: YouTube: https://www.youtube.com/@HVACKnowItAll Spotify: https://open.spotify.com/show/6LCBJGw0EHG03rdWHxUMce Apple Podcast: https://podcasts.apple.com/us/podcast/hvac-know-it-all-podcast/id1359  

Could Wall Street be dramatically underestimating how much the world's biggest tech companies will spend on AI infrastructure? Why are stocks like SanDisk and ASML soaring, and are we witnessing the early stages of a semiconductor supercycle? Where are professional investors finding opportunities beyond Singapore's blue chips, and what does DBS see in Centurion? And what can an AI prediction for the World Cup teach us about investing, probability and spotting opportunities before the crowd does? Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Most content teams treat a finished report as a checkbox, when it should be the starting batter. In this episode of Content Amplified, Pat McParland, VP of Marketing at MetricStream, makes the case for getting back to basics and making every asset work harder. She walks through the ABCDE framework she learned at a former company (Audience, Behavior, Content, Design, Evaluation) and why so many teams skip straight to the design, the video or the ebook, before they have settled who they are talking to and what they want to say. Then she unveils her own Bisquick theory: messaging is the baking mix, and from one core asset like a survey or report you make the cookies, the cakes, the muffins, the infographic, the webinar, the videos, the live event. Pat calls AI the easy bake oven that finally brings the theory to life, and she leans on Claude to turn one asset into many formats. She also offers a caution worth keeping: AI can run a stinky process more efficiently, but it is still a stinky process, so go back to basics first. She closes with her Three Rocks principle for staying focused.About PatPat McParland is a lifetime B2B marketer with more than 30 years of experience, almost all of it in business information and technology. She has worked at companies ranging from startups under 30 people to giants like Dun and Bradstreet, Dow Jones, and Honeywell, and is now VP of Marketing at MetricStream, a governance, risk, and compliance company. A self-described storyteller who started reading at four and writing books for her dad soon after, she believes the fundamentals of content have not changed in 35 years, even as the tools around them have. She is an enthusiastic daily Claude user.Show Notes- Connect with Pat on LinkedIn: https://www.linkedin.com/in/patmcparland/Text us what you think about this episode!

Flex Ltd., ticker FLEX, surged roughly eighty percent in a single month — and the company hasn't even completed the spinoff that sparked it. Nick and Kasey cover this electronics manufacturing services giant for the first time at Chip Stock Investor, breaking down what drove the run-up, what the proposed spinoff actually is, and whether there is anything left for long-term fundamental investors at today's valuation.Flex is one of the world's largest electronics manufacturing services companies, competing with Foxconn, Jabil, Celestica, and Sanmina across a global footprint spanning over ninety locations in Asia, Europe, the Middle East, Africa, and the Americas. Unlike the perception that contract manufacturing means cheap labor in Asia, Flex's business increasingly runs on automation and robotics — a structural shift that is compressing cost parity across geographies and driving genuine margin improvement. The spinoff is the centerpiece of this episode. Flex is separating its Cloud and Power Infrastructure segment — referred to as SpinCo in the materials — into a standalone company expected to begin trading by the first quarter of calendar year 2027. This segment posted thirty-eight percent year-over-year revenue growth in fiscal year 2026, with guidance pointing to sixty-five to seventy-five percent growth in fiscal 2027 and over eighty percent in fiscal 2028. The business covers critical power products for utility companies, embedded power systems inside data center servers and racks, thermal management solutions that compete in the same market as Vertiv, and cloud power infrastructure for hyperscalers and neo clouds. SpinCo also carries nearly ten percent adjusted operating margins — roughly double the margin profile of the remaining Flex business.What stays with Flex after the split is the larger but slower-growing core: twenty-one billion in revenue across Regulated Manufacturing Solutions, covering healthcare and automotive, and Integrated Technology Solutions serving customers like Cisco, Juniper Networks, now part of Hewlett Packard Enterprise, and Teradyne. Growth there is expected in the low to mid-single digits. Margins are trending in the right direction, but this is not a high-margin business.Nick and Kasey also zoom out on the broader industrial conglomerate breakup theme reshaping the market — from GE Vernova to Honeywell — and how Flex's spinoff fits squarely into that playbook. The prior Flex spinoff, NextPower in 2024, has performed very well for shareholders and gives the SpinCo story some historical credibility. The balance sheet is in reasonable shape for a manufacturer, with enough cash on hand to support bolt-on acquisitions as SpinCo looks to consolidate market share.The valuation discussion is honest: at roughly sixty to seventy times current earnings, this is a momentum trade. The forward picture for fiscal 2028 could look closer to thirty times earnings if growth delivers, but the stock is not cheap by traditional measures.For in-depth stock research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.

On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss Iran's strikes on Israel in retaliation for Jerusalem's strikes near Beirut — despite a warning from President Trump that Israeli Prime Minister Binyamin Netanyahu not strike close to the Lebanese capital that could derail US-Iran talks; Washington's decision to cancel the deployment of US Tomahawk cruise missiles to Germany to avoid antagonizing Russia, prompting Berlin to consider buying the US weapons; the House Armed Services Committee approves its version of the Trump administration's proposed $1.15 trillion 2027 defense spending request; Reconciliation 3.0 for the Pentagon in the wake of Senate passage of Reconciliation 2.0 for border and immigration funding; Honeywell's Investor Day as the firm prepares to split into three companies; startup valuations and portfolio shaping; and a look at the week ahead in Washington and beyond.

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Honeywell gehört zu den großen Namen der amerikanischen Industrie. Doch an der Börse blieb die Aktie in den vergangenen Jahren hinter vielen Wettbewerbern und auch hinter wichtigen Indizes zurück. Genau deshalb rückt die geplante Aufspaltung des Konzerns jetzt in den Mittelpunkt.Aus dem bisherigen Mischkonzern sollen klarere Einheiten entstehen: Honeywell Aerospace wird abgespalten, während sich das verbleibende Honeywell stärker auf Automatisierung, Gebäudetechnik und industrielle Technologien konzentriert. Für Anleger stellt sich damit eine spannende Frage: Wird der Aerospace-Spin-off zur großen Chance, oder zeigt die Aufspaltung vor allem, wie schwach das Wachstum im bisherigen Konzern zuletzt wirklich war?In dieser Honeywell Aktienanalyse 2026 geht es um die langfristige Kursentwicklung, den Vergleich mit Wettbewerbern wie Siemens, ABB, Schneider Electric und Howmet Aerospace, die Rolle des Luftfahrtgeschäfts, die Entwicklung von Umsatz, Gewinn, Dividende und Verschuldung sowie die aktuelle Bewertung der Honeywell Aktie.Besonders interessant ist der Aerospace-Bereich: Honeywell ist in vielen kommerziellen Flugzeugen, Business Jets sowie im Verteidigungs- und Raumfahrtbereich tief verankert. Gleichzeitig wächst genau dieser Bereich deutlich stärker als andere Teile des Konzerns. Die entscheidende Frage lautet daher: Sollte man die Honeywell Aktie bereits vor dem Spin-off kaufen, oder lieber warten, bis Honeywell Aerospace eigenständig an der Börse handelbar ist?

Carl Quintanilla, Jim Cramer and David Faber explored the tech sector being dragged down by a member of the trillion-dollar club: Broadcom shares tumbled in reaction to the company missing on quarterly revenue and reiterating long-term AI chip sales guidance. A different story for the Dow: The blue-chip index gained more than 700 points. The anchors also discussed Elon Musk's SpaceX gearing up for its IPO roadshow after it filed plans for a $135 per share offering, valuing the company at nearly $1.8 trillion. Public debut day for Honeywell's Quantinuum, whose CEO joined the show to discuss the future for the quantum computing company. Also in focus: CrowdStrike slides, Blackstone's flagship private credit fund redemptions. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de las bolsas europeas en una jornada en la que los inversores digieren las recientes subidas de mercado, el auge de la inteligencia artificial y la llegada de nuevas compañías tecnológicas al parqué. En el análisis de mercados, Ignacio Cantos, socio director de ATL Capital, interpreta las recientes correcciones como un movimiento natural tras varias jornadas consecutivas de avances y con los principales índices estadounidenses acumulando importantes ganancias en lo que va de año. A su juicio, el fondo de mercado sigue siendo positivo, apoyado por unos datos macroeconómicos que continúan mostrando fortaleza. La atención se dirige a Broadcom, que corrige tras unos resultados que no han terminado de convencer al mercado, y a SoftBank Group, que sufre una fuerte caída bursátil en una sesión marcada por la volatilidad del sector tecnológico. Otro de los protagonistas es Quantinuum, filial de Honeywell, que debuta en el Nasdaq aprovechando el creciente interés por la computación cuántica. Cantos destaca que se trata de una tecnología todavía en una fase muy inicial, con enorme potencial a largo plazo, pero donde resulta difícil identificar hoy a los futuros ganadores. La conversación también pone el foco en ASML, que continúa consolidando su posición como una de las compañías más valiosas de Europa gracias a su papel prácticamente monopolístico en la fabricación de maquinaria esencial para la producción de chips avanzados. Asimismo, se analiza la esperada salida a bolsa de SpaceX, una operación que vuelve a situar a Elon Musk en el centro de atención de los mercados y que podría convertirse en una de las mayores OPV tecnológicas de los últimos años. La jornada se completa con el Consultorio de Bolsa junto a Daniel Santacreu, analista independiente, resolviendo las dudas de los oyentes sobre valores nacionales e internacionales.

Honeywell-backed Quantinuum priced its U.S. IPO at $60 a share and raised roughly $1.68 billion, according to Reuters reporting carried by CNBC. The listing signals growing investor appetite for commercial quantum computing and sets a new public valuation reference point. IonQ, Rigetti, and D-Wave remained the limited set of public comparisons after going public via SPACs, with volatile trading. Enterprise pilots continue across finance, pharma, automotive, and energy, often accessed through cloud platforms from Amazon, Microsoft, and Google. U.S. policy, including the National Quantum Initiative and NIST's post-quantum cryptography work, is shaping adoption signals. Founders should track buyer metrics, structure pilots around measurable outcomes, and plan funding around verifiable progress and partnerships. Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Berkshire steigt bei Alphabets 80 Mrd. $ Kapitalerhöhung ein. Short-Squeeze bei Victoria's Secret. Marvell steigt 20% nach Huang-Lob. Tencent startet KI-Agent in WeChat. Abivax verliert 50% wegen Krebsverdacht. Fulcrum auch, aber wegen schwacher Daten. Aktivist bei Northern Star. ST Microelectronics hebt Prognose. Quantinuum geht für bis zu 14 Mrd. $ an die Börse. Noch spannender: Großaktionär Honeywell (WKN: 870153) spaltet sich auf. Am 29. Juni kommt Honeywell Aerospace als eigene Firma. Was bleibt, ist ein Automatisierungs-Riese mit 20 Mrd. $ Umsatz. AutoZone (WKN: 881531) ist der Großmeister der Kapitalallokation. 40 Mrd. $ in Rückkäufen seit 1998, 3.300% Kursplus in 20 Jahren. Jetzt ist das KGV wieder beim 10-Jahres-Schnitt. Aber wie lange hält das Modell bei E-Autos? Diesen Podcast vom 03.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

US equity markets retreated, breaking a five session stretch of record closing highs for the three benchmark indices as oil prices and bond yields climbed. Dow was down 621 points or 1.2%. IBM down 7.2% to be the worst performer in the 30 stock index. Honeywell and Salesforce both fell 5.1%, while all of American Express, Boeing, Microsoft, and Nvidia fell over 3%. On the upside, Amgen and Walmart both gained over 3%. US Central Command, or CENTCOM, said that Iranian drones unsuccessfully attempted to attack American forces in Kuwait.

US equity markets retreated, breaking a five session stretch of record closing highs for the three benchmark indices as oil prices and bond yields climbed. Dow was down 621 points or 1.2%. IBM down 7.2% to be the worst performer in the 30 stock index. Honeywell and Salesforce both fell 5.1%, while all of American Express, Boeing, Microsoft, and Nvidia fell over 3%. On the upside, Amgen and Walmart both gained over 3%. US Central Command, or CENTCOM, said that Iranian drones unsuccessfully attempted to attack American forces in Kuwait.

Send us Fan MailWelcome to Safe Dividend Investing's Podcast # 277 on May 30th of 2026.In this week's podcast I analyze three stocks that were being promoted . They were "Take Two Interactive Software" (Stock Symbol TTWO) who are the creators of the long established video game "Grand Theft Auto; The century old Honeywell International Inc and a relatively new stock PagSeguro Digital Limited. The promoter for was very aggressive in his selling of their shares of Take Two. However, a quick analysis of the stock made me wonder why? It is interesting to compare it to Honeywell and PagSeguro. I wonder how much effort the analysts' who recommended buys for these three stocks put into their research.My objective is to show investors how to find and select the the stocks of financially strong companies with long histories of both ever increasing shares price and high dividends. The kind of dependable, growing stocks that they will want to hold for a lifetime.IAN .Ian Duncan MacDonald Author and Commercial Risk Consultant,President of  Informus Inc                              2 Vista Humber Drive                               Toronto, Ontario                                Canada, M9P 3R7                                 Toronto Telephone - 416-245-4994                                   imacd@informus.ca

Big changes are coming for Honeywell—and shareholders are trying to figure out what it all means. In today's episode, we break down Honeywell's upcoming spinoff plans and why the company is restructuring itself into multiple standalone businesses. We'll discuss: Why companies pursue spinoffs How shareholders are impacted Whether these moves actually create value And what traders should watch as the separation moves forward Honeywell's aerospace division is expected to become its own publicly traded company as part of a broader restructuring effort aimed at unlocking shareholder value. But while corporate restructuring dominates headlines, geopolitics is once again moving markets. We'll also dive into the latest Iran peace talks and the sharp collapse in Crude oil prices as traders begin pricing in the possibility of easing tensions in the Middle East. After weeks of volatility and fear-driven spikes, oil suddenly reversed hard—raising the question: Was the panic overdone from the start? This episode connects: corporate strategy geopolitics and market psychology …all in one show. Listen now:

Vinted ist das neueste Investment im BlackRock Private Equity Fund bei Scalable Capital. Mehr Infos dazu hier. S&P 500 mit 29% Gewinnwachstum. Micron knackt 1.000 Mrd. $ Börsenwert. Qualcomm liefert KI-Chips an ByteDance. Taiwan überholt Indien. Xiaomi schwächelt. BP feuert Verwaltungsratschef. Eli Lilly kauft. Quantinuum, Honeywell, Dropbox & MSG Sports. Ferrari (WKN: A2ACKK) zeigt den ersten Elektro-Sportwagen. Designed von Apples Ex-Chefdesigner Jony Ive. Online hagelt es Spott, die Aktie verliert 7%. Luxus-Mythos in Gefahr? DoorDash (WKN: A2QHEA) wächst über 20%, das KGV wirkt günstig. Aber wie profitabel ist die Firma wirklich? Dazu spannende Zukunftspläne: Kassensysteme, Roboter-Training, eigene Produktplattform. Diesen Podcast vom 27.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dagens ämnen: 0:00 Intro 3:56 Sivers 10:38 Hitta nästa Sivers 15:26 Rymden 17:14 Hexagon - Octave 19:36 Honeywell 25:37 Biotech-hausse 34:11 Kinnevik 34:58 Bonesupport 36:26 Corem 37:09 Geopolitik och index 38:57 Angående hausse 39:36 Veckans Fill or Kill 42:12 Intervju med Dicot Pharma! https://www.dicotpharma.com/    www.instagram.com/fillorkillpodden  Tack RoboMarkets! https://open.spotify.com/show/7nqoFzFNOZHoQDUnrwKf4L  @RoboMarketsSE Tack Virtune! www.virtune.com 

VOV1 - Sau nhiều thập kỷ duy trì số lượng binh sĩ Mỹ ổn định tại các địa điểm ở khắp Đông Âu, Mỹ đã bắt đầu có những điều chỉnh thay đổi vị trí và cách thức triển khai quân đội dọc theo biên giới khu vực với Nga.Tháng này, Lầu Năm Góc đã đột ngột tuyên bố sẽ tạm dừng việc triển khai khoảng 4.000 binh sĩ đến Ba Lan như một phần của kế hoạch giảm quân số ở châu Âu, cũng là động thái thể hiện sự không hài lòng của Tổng thống Mỹ Donald Trump trước việc châu Âu từ chối hỗ trợ trong xung đột ở Trung Đông. Theo truyền thông phương Tây, các lệnh giảm số lượng và rút quân tương tự đã được ban hành đối với các tài sản quân sự khác của Mỹ trong khu vực. Quyết định này cũng gây bất ngờ với các đồng minh phương Tây và thể hiện sự rạn nứt ngày càng lớn trong mối quan hệ xuyên Đại tây Dương. Ngoài động thái này, việc Mỹ hủy bỏ kế hoạch thành lập tiểu đoàn hỏa lực tầm xa, dự kiến đóng quân ở châu Âu cũng đánh dấu một trong những tổn thất đáng kể của châu Âu trước các mối đe dọa an ninh trong tương lai.Thứ trưởng Bộ Quốc phòng Ba Lan, Pawel Zalewski cho biết nước này cũng sở hữu lực lượng lục quân mạnh nhất châu Âu và đang chuẩn bị cho sự gia tăng nhanh chóng năng lực sản xuất quốc phòng. Những bình luận của ông được đưa ra trong bối cảnh lo ngại về sự suy giảm sức mạnh của mối quan hệ quân sự Mỹ - Ba Lan sau quyết định đột ngột của Washington tuần trước về việc trì hoãn triển khai khoảng 4.000 binh sĩ quân đội Mỹ đến Ba Lan.Tuy nhiên, có những dấu hiệu rõ ràng cho thấy sự hợp tác ngày càng tăng giữa ngành công nghiệp quốc phòng Mỹ và Ba Lan. Đáng chú ý nhất, tập đoàn công nghiệp khổng lồ Honeywell của Mỹ đã ký một thỏa thuận trong tuần này để thành lập một trung tâm lớn chuyên bảo dưỡng động cơ xe tăng Abrams do Mỹ sản xuất — cơ sở đầu tiên thuộc loại này ở châu Âu. Thứ trưởng Bộ Quốc phòng Ba Lan cho rằng việc mở rộng, đầu tư và tăng chi tiêu cho cả việc mua sắm, cung cấp hàng hóa quân sự là trọng tâm của chính phủ trong giai đoạn tới. Việc Ba Lan đầu tư mạnh mẽ vào trang thiết bị quân sự sau khi xung đột Ukraine xảy ra cũng góp phần đưa quân đội Ba Lan lên vị trí hàng đầu châu Âu./.Hải Đăng/ VOV SÉCẢnh minh họa theo dvidshub.net

Start your morning with Buzzcast with Joe Lemire:  The NHL and Honeywell announce a new partnership; Lemire is joined by Jenn Azara, Ethan Joyce, and Rob Schaefer for a look back at Tech Week Day One and they tell you what to look forward to during Day 2.  The 2026 Sports Business Awards tonight in New York.  Sign up for SBJ 360, our free, daily newsletter. SBJ 360 delivers a concise, high-level overview of the most important stories shaping the sports industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why do so many quality programs fall apart the moment the firefighter walks out the door? My guest for this episode of the Lean Blog Interviews Podcast is Chad Diggs, a quality management professional, consultant, author, and founder of DIQ (Digging Into Quality), an AI-powered quality platform built for mid-market manufacturers. Chad leads a team of quality engineers supporting first article inspection reviews for customers including Boeing, Collins Aerospace, and Honeywell. Chad recently released his book, Below the Surface: Building Quality Systems, Not Heroes -- a practitioner's guide written as a story rather than a textbook. The narrative follows a quality manager named Christina Valles through pressures most quality leaders will recognize: shipping bad parts to hit a date, getting blamed for problems built into the system, and watching the same fires get fought again the next month. We talk about why Chad chose a narrative format, the cost-of-poor-quality math that finally gets leadership's attention in the story (the number was 25 percent of revenue), and the difference between investigating where a defect happened and investigating who to blame for it. Toward the end of the conversation, I share Isao Yoshino's story from his early Toyota days -- the one where management apologized to him after he put the wrong solvent in the paint line. It is a useful contrast to how most companies still respond to that kind of mistake. Topics covered: Chad's path from a warehouse role to a 20-year quality career The opening scene of the book: a contaminated solvent and a VP who says, "12 percent failures? I can live with that." Leaders who walk the floor productively, and leaders who walk the floor and create chaos Why "cost of poor quality" is such an underused argument inside companies What a blameless investigation actually looks like Psychological safety and Amy Edmondson's work on The Fearless Organization Why firefighting feels like a badge of honor and why that is a problem Real succession planning for quality leaders DIQ, the platform Chad is building for mid-market manufacturers Get the book and learn more at https://digin2quality.com Read the full show notes and transcript at https://leanblog.org/544 The podcast is brought to you by Stiles Associates, the premier executive search firm specializing in the placement of Lean Transformation executives. Learn more at https://leanexecs.com/podcast This podcast is part of the #LeanCommunicators network.

Everyone's hyped about the next big thing in tech, but here's the real question… will these “next Nvidia” quantum stocks actually make you money, or just sound impressive on paper?In this breakdown, the spotlight is on names like IonQ, IBM, Google, Honeywell, Rigetti, and D-Wave. The growth stories are exciting, no doubt. Massive revenue jumps, bold innovation, and big promises about the future of quantum computing. But here's where things get real… price action tells a very different story.Because at the end of the day, hype doesn't pay. Price does.Right now, many of these stocks are flashing warning signs. Sell signals, downtrends, and fading momentum across sectors. That doesn't mean they're bad companies. It just means timing matters more than most people want to admit.Here's what actually matters:✅ Strong fundamentals don't guarantee profits✅ Trends matter more than stories✅ Buying the dip too early can wreck your portfolio✅ Waiting for confirmation can change everythingThis is where OVTLYR comes in. Instead of guessing, it helps track real market signals so decisions are based on data, not emotions.Bottom line: don't chase the story. Wait for the setup.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Ethan Haber is an inventor, founder, and CEO who built Happy Habitats—an award-winning, industry-recognized small-pet products brand—from the ground up with no outside funding.  Under his leadership, the company achieved distribution across North America and beyond, brought the business to six figures in 2025, and earned multiple Best in Show awards at Superzoo and Global Pet Expo.  Ethan is credited as a key inventor on Happy Habitats' Halo and Roam products, which are protected by U.S. utility patents #12,219,927 and #12,465,021, and he is launching a new product with a major big-box retailer next month.  In This Conversation We Discuss: [00:00] Intro [01:49] Identifying niches with stagnant innovation  [04:10] Partnering with experienced agencies  [04:56] Sponsor: Migrate [06:54] Scaling into national retail chains  [09:08] Finding the right marketplace partner  [10:20] Sponsor: Intelligems [12:18] Shifting ad spend to marketplace advertising  [14:00] Starting complementary product ecosystems [15:01] Callouts [15:11] Persisting through buyer objections  [16:29] Maximizing cost efficiency in product design [17:08] Sponsor: Electric Eye [00:00] Maximizing cost efficiency in product design  Resources: Subscribe to Honest Ecommerce on Youtube Walk Your Hamster Anywhere happyhabitats.net/ Follow Ethan Haber linkedin.com/in/ethan-haber-124040168/ Book a demo today at intelligems.io/ Migrate and grow more klaviyo.com/honest Schedule an intro call with one of our experts electriceye.io/connect If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Meet Angela PageAward winning Latina and Italian American writer and producer with lengthy experience in multinationals such as Microsoft and Honeywell. Spanish native speaker and fluent in Italian and Portuguese. Graduate of NYU's Stern School of Business, The London School of Economics and the Lee Strasberg Institute. President of the So. Florida chapter of WNBA (Women's National Book Association).Newly Released Historical Novel: EnricoGFrom award-winning writer and producer Angela Page Conti comes a sweeping historical novel inspired by the author's great-grandfather. Enrico G is a powerful and often amusing story chronicling an immigrant's journey from Italy's Abruzzo region and the family's centuries-old olive groves to New York, stretching from 1870s to the years following World War II. Shaped by extraordinary women, Enrico G is a compelling portrait of a man caught up in a web of ambition and love, prejudice and acceptance, identity and morality, where even a shared meal can turn deadly.For Information on Angela's other books and Projects go to her website below.Website: angelapage.netConnect with Host Terry LohrbeerIf you are a Boomer and feel you would make a great guest please email Terry with your bio and any other info you would like to share email: terry@kickassboomers.comFacebook: https://www.facebook.com/groups/2658545911065461/LinkedIn: https://www.linkedin.com/in/terrylohrbeer/Instagram: kickassboomersTwitter: @kickassboomersWebsite: kickassboomers.comTerry's editing company: Kenny Destefano LEAVE A REVIEW and join me on my journey to become and stay a Kickass Boomer!Visit http://kickassboomers.com/ to listen to the previous episodes.

Send us Fan MailRod Scholl is the Founder and Principal Analyst at Epsilon FEA, an engineering services company he launched in 2008 to specialize in advanced numerical analysis and simulation-driven problem solving. With nearly two decades at the helm, Rod has built Epsilon FEA into a trusted partner for companies tackling challenging structural, thermal, and dynamic performance problems across a wide range of industries.Before founding Epsilon FEA, Rod spent over a decade at PADT, Inc. as a Specialist Engineer in Analysis. There, he led and executed FEA projects using the ANSYS toolset, supporting everything from early-stage R&D concept exploration to highly regulated FAA and DOT-certified analyses. Rod not only delivered simulations — he helped organizations implement FEA strategically, advising on licensing, training, internal resource development, and competitive advantage through simulation.Earlier in his career, Rod worked at Honeywell Aerospace, where he analyzed and redesigned turbine engine components using closed-form calculations, ANSYS FEA, and life prediction tools. His work resulted in improved component life, material cost savings, and enhanced manufacturability — grounding his simulation expertise in real-world hardware performance.Rod holds a BSME in Engineering Mechanics from Arizona State University and has built his career around one central belief: simulation is most powerful when it's applied with engineering judgment. Through Epsilon FEA, he continues to help engineering teams reduce risk, improve product performance, and make confident, data-backed decisions.LINKS:Guest LinkedIn: https://www.linkedin.com/in/epsilonfea/Guest website: https://epsilonfea.com/Aaron Moncur, host Subscribe to the show to get notified so you don't miss new episodes every Friday.The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment like cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us at www.teampipeline.usWatch the show on YouTube: www.youtube.com/@TeamPipelineus 

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über irre Optionskäufe bei Micron, gute Zahlen bei Saudi Aramco und den Nasdaq 100 Aufsteiger Lumentum. Außerdem geht es um JPMorgan, Saudi Aramco, Nvidia, Broadcom, Apollo, Blackstone, Honeywell, Intel, Apple, Microsoft, Lumentum, Costar Group, Trump Media, SAP, IBM, Meta, Amazon, Alphabet, AMD, Berkshire Hathaway, State Street SPDR FTSE Global Convertible Bond ETF EUR hedged (WKN: A2JE3J), State Street SPDR FTSE Global Convertible Bond UCITS ETF USD Hedged (WKN: A2JE3K), State Street SPDR FTSE Global Convertible Bond ETF (WKN: A12CZS), Bantleon Global Convertibles (WKN: A3CWUR), Tell's Arrow Opportunities Bond Fund (WKN: A3E1XE). Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/ Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Simon Lipscomb is joined by Torsten Pilz, CEO of Counterpoint Labs and former supply chain leader at 3M, Honeywell, SpaceX and Amazon, to discuss how AI and autonomous operations are reshaping the future of supply chain management.

Kimmy Igla discusses the draft Programmatic Environmental Impact Statement (PEIS) published by the National Nuclear Security Administration (NNSA) of the Department of Energy (DOE) for the production of new plutonium pits for nuclear weapons at six different sites in the US, one of which is the Kansas City National Security Campus, which has a controversial history. You are invited to review the PEIS available at pitpeis.com and submit written comments up to July 16, as described in pwkc.org/Plutonium. Ms. Igla is a leader with PeaceWorks Kansas City and Physicians for Social Responsibility KC. She currently serves on the board of the Alliance for Nuclear Accountability and is a founding member of the No Nukes KC Coalition. Ms. Igla was a leader in organizing a May 6 workshop to coach humans on the best way to write comments responding to this PEIS. Help with that May 6 session came in part from Dr. Chanese Forté of the Union of Concerned Scientists (UCS), who discussed their research summarized in their testimony at the May 7 public comment hearing in Kansas City concerning the draft Programmatic Environmental Impact Statement (PEIS) for the production of new plutonium pits for nuclear bombs. An expert in environmental toxicology, they discuss the history of toxicants found at the Kansas City nuclear weapons plant and what new pit production could mean for the future of Kansas City and humanity. Background Dr. C.A. Forté is a scientist in the Union of Concerned Scientists' Global Security Program specializing in environmental toxicology and epidemiology. Their work with UCS focuses on the health and well-being of communities affected by nuclear weapons mining, exposure, and the threat of exposure. Prior to this, they worked at the US Navy and Marine Corps as a deployment health epidemiologist researching active service member deployability and the environmental impacts of the US Norfolk Naval Hospital. Dr. Forté has a PhD in Environmental Health Sciences and a second PhD in Scientific Computing from the University of Michigan, Ann Arbor. Prior to pursuing their doctorate, they earned a master's degree in Public Health from the University of Georgia, with a focus on epidemiology and biostatistics. They recently lent this expertise to Kansas Citians at a May 6 information session to help citizens prepare to give public comment on the draft Programmatic Environmental Impact Statement (PEIS) for the production of new plutonium pits, the softball-sized radioactive cores of nuclear bombs. On 2024-09-30 US District Court Judge Mary Geiger Lewis ruled that the US Department of Energy (DOE) and the National Nuclear Security Administration (NNSA), the DOE's semi-autonomous nuclear weapons agency, violated the National Environmental Policy Act (NEPA) by failing to properly consider alternatives including environmental impact before proceeding with their plan to produce plutonium pits at the Los Alamos National Laboratory in New Mexico and the Savannah River Site in South Carolina. This decision culminated several years of litigation. Written comments invited until July 16  Written comments can be submitted up to July 16 by email to PitPEIS@nnsa.doe.gov. Include the document number: DOE/EIS-0573 with your submission. Their draft EIS is available at "https://pitpeis.com". While DOE is officially required to respond to all comments they receive, their conclusion may not otherwise be impacted unless the US Congress decides to change the program, e.g., by enacting legislation changing the mission from producing new nuclear weapons to accelerating the transition to renewable energy, as discussed by Wallis (2023) Warheads to Windmills (Indispensable Press). This would simultaneously reduce threats associated with global warming while also reducing the power of Iran and the fossil fuel industry over the global economy. This is discussed further on pwkc.org/eis. In person hearings  Public comment hearings on the environmental impact are being held in five cities across the US with ties to nuclear weapons manufacturing, May 5, 7, 12, 14, and 20. Kansas City is one of those five. The Kansas City public comment hearing was May 7 at the Hillcrest Community Center. Eighty percent of the non-nuclear parts for US nuclear weapons are produced at the Kansas City National Security Campus (KCNSC) operated by Honeywell. Dr. Forté was one of about 40 speakers who gave comments at the hearing. All opposed the NNSA's goal of new pit production. Dr. Forté explains their issues with the draft PEIS. This includes the lack of transparent information about Kansas City's involvement in the pit program and the cumulative impact to all sites concerned. Though there has been no mention of the Kansas City plant directly handling plutonium, there are still a number of other environmental toxins the final PEIS needs to and does not adequately address. It was revealed that over 2,400 contaminants were present at Kansas City's former nuclear weapons plant at the Bannister Federal Complex which was shut down and replaced by the National Security Campus on Botts Road in 2014. News reports have documented serious health concerns and premature deaths among former employees who were exposed to toxins while working at the Kansas City plant. The Kansas City Defender recently interviewed one of those workers, Maurice Copeland, who also testified at the May 7 hearing. With the NNSA's budget for the Kansas City plant being doubled and money appropriated specifically for "pit production" despite the DOE's claims Kansas City will not be directly involved, Dr. Forté and others who attended the hearing are rightfully concerned: what will this new plutonium pit program mean for KCNSC workers and residents in the surrounding area? Dr. Forté is interviewed by Spencer Graves coppyright 2026 Chanese Forté and Spencer Graves, Creative Commons Attribution ShareAlike (CC BY-SA) 4.0 international license.

The backyard has become more than a place to grill, sit, or pass through on the way back inside. Increasingly, it is being treated as an extension of the home itself: a gathering place, a design statement, and a stage for the small rituals that bring people together. Solo Stove has leaned into that evolution, transforming fire, outdoor cooking, and even cooling into thoughtfully designed experiences that make gathering outside feel easier, warmer, and more memorable.As outdoor spaces become central to gathering, brands face a bigger challenge: creating products that shape the experience, not just serve a function. So how does Solo Stove use thoughtful product differentiation to turn backyard products into outdoor rituals people want to return to?Welcome to DisruptED. Host Ron J. Stefanski speaks with Markus Allemann, SVP of Product at Solo Stove, about how the company is building beyond its original fire pit identity into a wider portfolio of outdoor products. Their conversation looks at how differentiation shows up across Solo Stove's product experience, from durability, testing, and materials to outdoor cooking, gas fire pits, cooling products, and the design details that make backyard gatherings feel more memorable.The main topics of conversation…Differentiation is the product strategy. Allemann argues that Solo Stove's edge comes from differentiating every touchpoint, from the visuals and buying journey to unboxing, assembly, performance, materials, cleaning, and long-term durability.Small design choices create emotional loyalty. In the episode, Allemann points to details like griddle knobs, lid hinges, handles, flame patterns, airflow, and heat output as examples of product thinking that customers may not consciously analyze but feel in use.Solo Stove is expanding from heat into year-round outdoor experiences. The discussion moves from wood-burning and gas fire pits to griddles and cooling products, including an outdoor air-conditioning cooler designed to extend the brand's relevance into summer gatherings, beach days, soccer games, and other warm-weather occasions.Markus Allemann is a global product development and engineering leader with more than 30 years of experience across new product development, innovation, manufacturing, quality, operations, and scaling startups. He has developed and launched consumer and commercial products for major brands including Bosch, Dremel, SKIL, Hoover, Dirt Devil, Honeywell, Braun, Vicks, PUR, Victory, and Solo Stove. His career spans leadership roles across Europe, Asia, Australia, and the U.S., with deep expertise in product design, value engineering, sourcing, lean manufacturing, and building global teams.

On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the continuing US-Israel war on Iran despite a lull in shooting; diminishing US offensive and defensive precision weapons stocks and how they might shape American deterrence in the Indo-Pacific and elsewhere; economic factors that could drive even rich nations to redirect spending from military programs; the continuing global defense realignment as nations work to forge new partnerships to reduce reliance on the United States; takeaways from the Trump administration's 2027 base budget request and prospects for Reconciliation 2.0; a look earnings as Boeing, CACI, GE Aerospace, Hexcel, Honeywell, Lockheed Martin, Northrop Grumman, RTX, Saab, Teledyne and Thales all report; market impact in the wake of the latest instance of American political violence as a shooter tries to break into the White House Correspondents Dinner in Washington; and a look at the week ahead in Washington and beyond.

Send us Fan MailIn Part 3 of our Caesars Palace Coup series, we're back with Sujeet Indap of the Financial Times — co-author of the definitive book on the $30 billion LBO disaster — to connect the dots between 2008's creditor-on-creditor violence and the private credit tremors rattling markets right now. Caesars itself is back on the auction block, with Tilman Fertitta's Golden Nugget circling alongside a potential management buyout involving Tom Reeg and Carl Icahn. We dig into what a 2.0 deal would actually look like, why existing bondholders could get layered all over again, and how the Vici REIT spinoff reshaped the entire capital structure in ways most headlines completely miss when they quote the "$7 billion" offer price.But the bigger story is what's happening across private credit broadly. In the last few weeks alone, Blue Owl permanently gated a perpetual fund, Blackstone partners had to backstop redemptions, and BlackRock, Cliffwater, and Apollo have all gated funds. We push Sujeet on the question every allocator is wrestling with: is this a contained correction or the early innings of something systemic? We get into why first-lien recoveries have collapsed, why loan-only capital structures and uni-tranche debt have changed what "senior secured" actually means, the PIK toggle canary that's quietly ticking up, and why the alt managers trading at 40x forward earnings may have priced in a growth story that's about to meet its first real credit cycle.We also cover the fascinating bifurcation playing out in real time — record investment-grade issuance from Amazon, Honeywell, and others on one end, while BDCs gate retail investors on the other — and what it means for the push to get private credit into 401(k)s. Plus: the $80 million Wachtell-to-Kirkland lawyer poaching that Sujeet wrote about and why it might be the most underrated leading indicator of the next debt crisis. Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny

Cramer explains why he is optimistic about this industrial giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jaws of Justice Radio investigates how we can achieve justice from a system of laws deeply rooted in economic, social and political inequality.  We want to dispel misconceptions created by the news and entertainment industry, politicians and our educational system. We hope you will listen. Host Terri Wilke speaks with Chris Gilyard, a resident of Missouri's Crossroads Correctional Facility.  He shares his thoughts about life before prison and life in prison.  Chris has been incarcerated for thirty years and he freely admits he was guilty of the charged crimes and even that he believes he should have been placed in prison at the time. However, what I hear when speaking with Chris Gilyard is a person with interests in life but who is severely limited by the circumstances of the prison routine.  Pity we cannot provide services to determine which residents, at any time of their sentence, might be successfully reformed.  Pity we warehouse people like animals behind bars for decades.  Thankfully, Chris Gilyard has the number for Jaws of Justice and we can allow him to touch an outside world that he knows little about. In the second part of our hour, Terri Wilke will speak with Ann Suellentrop and Henry Stoever, members of Peaceworks KC. They will talk about the April 24-27. 2026 - THIS UPCOMING WEEKEND! - Midwest Catholic Worker Retreat & Resistance, with some persons doing civil resistance early Monday morning, April 27, when workers at the Kansas City National Security Campus arrive for their 6 AM and 7 AM shifts. https://peaceworkskc.org/register-for-retreat-resistance-vs-nuclear-weapon-making-in-kc/ This event welcomes everyone who wants to show resistance to nuclear warfare at the very site where the Kansas City National Security Campus, operated by Honeywell, proposes to build parts for nuclear bombs. Ann and Henry will also talk about the upcoming federal hearing May 7th, 2026 in Kansas City MO about the environmental dangers of having the United States make plutonium pits, the activating core of nuclear weapons. On Jaws of Justice, we examine how to find justice in our society.  Justice will not be served until those who are unaffected are as outraged as those who are. https://kkfi.org/listen/

In this episode, we sit down with Shannon, an ultrarunner whose journey started on the trails of Alabama and has quickly evolved into tackling some of the toughest trail races in the Southeast. From early races like the Darter Dash and Wade Mountain Half to taking on the Cruel Jewel 50 Miler and the 8-Hours of Berm. Shannon has built an impressive resume in just a few years.After jumping into the Florida trail scene - she's been racking up miles at events like Moon Over Croom, the Pinellas Trail Challenge, the Wild Boar Night Run, and multiple ultras - she even claimed first female at a treadmill-based Indoor Ultra in 2026. Now, she's setting her sights on her biggest goal yet: her first 100-mile attempt at the World's Fair Ultra in Knoxville.Outside of running, Shannon is a University of Alabama graduate and works as a Quality Engineer in Honeywell's Space division, balancing a demanding career with a lot of trail miles!

In this episode, Yasmeen Ahmad, Managing Director of Product Management for Data & AI Cloud at Google Cloud, reveals why 80–90% of enterprise data is "dark" and untouched — and how Google Cloud is building the tools to finally unlock it. Yasmeen shares how BigQuery's new Knowledge Engine captures the invisible business context that human analysts have always carried in their heads, and why this semantic layer is the real unlock for enterprise AI in 2026. Yasmeen breaks down how enterprises are scaling from 50 to 2,000 autonomous AI agents, why continuous evaluation (not unit testing) is the only way to keep agents trustworthy, and what Google learned from seeing 50% of its own code now written by AI. She also explains why 95% of AI pilots produce zero measurable ROI — and why companies that partner with a platform like Google Cloud see dramatically different results. Plus, her contrarian take on governance: it's not the brake, it's what lets you drive 150 mph into the bend with confidence. Key Topics Covered Why 80–90% of enterprise data is "dark" unstructured data that GenAI can finally unlock How BigQuery's Knowledge Engine captures the invisible business context analysts carry in their heads The semantic layer: why the next big unlock is context, not just more powerful models How enterprises are scaling from 50 to 2,000 autonomous AI agents Intent-driven agentic AI: giving agents outcomes instead of step-by-step instructions Why continuous evaluation is replacing traditional unit testing for AI agents Google's internal AI adoption: 50% of code written by AI, 10% engineering efficiency gains Why 95% of AI pilots produce zero ROI and what changes that outcome AI governance as an accelerator — the "brakes that let you drive 150 mph" framework Why culture and founder mentality matter more than technology budget for AI success Episode Timestamps 00:00 - Introduction and welcome 00:50 - Being Scottish in Silicon Valley and the power of community 03:13 - The career thread: curiosity, pivots, and getting outside your comfort zone 06:20 - What makes data fascinating: the hidden stories inside numbers 07:48 - Why data is the lifeblood of enterprise AI 10:19 - 80–90% of enterprise data is "dark" and untouched 12:59 - What BigQuery actually does (explained simply) 14:50 - The invisible work: knowledge layers and business semantics 17:38 - The agentic AI moment: agents that think, plan, and execute 20:41 - From 50 to 2,000 autonomous agents inside enterprises 22:07 - Why you can't evaluate AI agents like traditional software 25:46 - Signals of AI readiness: Google's 50% AI-written code and Honeywell's 30% efficiency gains 30:21 - Why 95% of AI pilots produce zero ROI 35:37 - Governance as a speed accelerator, not a brake 39:53 - Who's best poised to win: culture over budget 45:59 - Why do you do what you do? Yasmeen's Socials: LinkedIn — https://www.linkedin.com/in/yasmeenahmaduk/ Partner Links Book Enterprise Training — https://www.upscaile.com/ Subscribe to our free newsletter — https://www.theaireport.ai/subscribe Learn more about your ad choices. Visit megaphone.fm/adchoices

As consumer brands navigate a post-pandemic world shaped by digital saturation and rising loneliness, the most successful companies are rediscovering something analog: human connection. A 2025 World Health Organization report found that 1 in 6 people globally are affected by loneliness, highlighting a growing public health challenge tied to weaker social bonds and reduced well-being. Against this backdrop, outdoor living has surged—not just as a category, but as a lifestyle movement centered on gathering, presence, and shared experiences. For brands operating in this space, the challenge is no longer just capturing demand, but expanding in a way that stays true to the values fueling it.So, how does a company evolve from a single-product success story into a full-fledged lifestyle brand without losing its core identity—or its loyal fan base?On this episode of DisruptED, host Ron J. Stefanski sits down with Markus Allemann, SVP of Product at Solo Stove, to explore how the company is transforming from a fire pit innovator into a broader outdoor experience brand. The conversation unpacks how product design, customer insight, and brand authenticity intersect to fuel Solo's next phase of growth.Key takeaways from the episode…Solo Stove is shifting from a product-first company to a lifestyle brand centered on connection and community.Customer insights and real-world usage drive product innovation, from smokeless fire pits to reimagined outdoor cooking.Engineering excellence and brand storytelling must evolve together to sustain growth and relevance.Markus Allemann brings over 35 years of global experience in consumer product development, engineering, and brand leadership. Originally from Switzerland, he holds two engineering degrees and an MBA, and has worked across Europe, Asia, Australia, and the United States. His career spans major brands including Bosch, Milwaukee Tool, Hoover, and Honeywell, where he led innovation in power tools, appliances, and consumer health products. At Solo Stove, Allemann combines deep technical expertise with a passion for outdoor experiences, helping guide the company's expansion into new product categories while maintaining its core identity.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss the fifth down week on Wall Street as the US-Israel war on Iran continues driving up energy prices and inflation estimates; strikes on Iran continue as Tehran attacks a key US airbase in Saudi Arabia, injuring 12 american personnel and reportedly destroying a US Air Force $500 million E-3 Airborne Warning and Control System plane and damaged others; Washington draws on weapons stocks worldwide and considers redirecting weapons bound for Ukraine and other allies to the Middle East as the CSIS think tank says US forces have launched more than 800 or some 3,100 Tomahawk cruise missiles in stock during the first month of the war; how long it will take to refill stocks even with accelerated procurement efforts and new deals with BAE Systems, Honeywell and Lockheed Martin, as RUSI says US, Israel and allies have use 11,000 precision weapons including interceptors valued at $26 billion; whether Ukraine's air defense deals with Qatar, Saudi Arabia and the UAE can offset a critical $90 billion loan package to Kyiv that's been stalled by Hungary; Korea Aerospace unveiled its new KF-21 fighter the company claims is a less expensive alternative to Lockheed Martin's best selling F-35 Lightning II; Germany's expresses interest in Boeing's Ghost Bat unmanned aircraft developed for Australia; and Palantir and Anduril to develop software backbone for President Trump's top-priority Golden Dome missile defense system.

In this episode Julian talks about Regal Rexnord's evolving role in advanced air mobility (AAM). The conversation explores how Regal Rexnord's broad portfolio—spanning motors, sensors, bearings, and electromechanical actuators—positions it to support the electrification of flight. Del Campo highlights the company's strategy of vertical integration, enabling faster collaboration, streamlined design, and scalable manufacturing for next-generation aircraft. Key topics include technical and operational challenges in eVTOL development, the importance of early supplier collaboration, and a multi-year partnership with Honeywell to advance flight control systems. Looking ahead to 2026 and beyond, Regal Rexnord aims to refine integrated actuation solutions while supporting rapid industry growth. The episode underscores a shared industry vision: advancing sustainable, efficient, and scalable technologies to accelerate the future of electric aviation.

About Chelle Johnson Chelle is a first-generation college graduate who grew up with limiting beliefs, fear, and dysfunction. Through faith, resilience, grit, and determination, she achieved executive leadership roles in Talent Acquisition and Human Resources at Fortune 50 companies including Comcast, Lockheed Martin, Quest Diagnostics and Honeywell. She has lived and worked in Asia and Latin America, acquired her MBA, and speaks Spanish and English. Through her agency Best You Talent Advisors, she now helps high achievers and diversity allies discover and amplify their strengths and purpose and realize abundance in their careers and lives. Chelle is a career ally, change maker, and positive mental fitness authority who helps people be their best. She loves guiding people to get crystal clear on who they are and what they want and building the courage and confidence to achieve those personal and professional goals. She is known for coaching and advising people to listen to their inner wisdom, take risks, build their bravery and have the courage to seek their best lives. Episode Notes 00:00 Intro 11:25 Lesson 1: Learn the Business Deeply 16:17 Lesson 2: Relationships Matter 22:00 Lesson 3: Stay Curious and Keep Learning 30:44 Lesson 4: The Most Important Person to Impress is Yourself 38:04 Lesson 5: Admit and Learn from Failures  

Nvidia, Uber, Honeywell, Lululemon...bajo la lupa de Julián Coca, gestor de fondo Alinea Global.

Something trips up a lot of really good financial coaches, and it has nothing to do with the actual work. It's how they describe it. When someone says, "So what do you do?" the response is often off. And it's not because you don't know what you do. It's because nobody's helped you see the difference between describing your services and describing what your client actually experiences.In this week's episode, I walk through why most of us default to feature listing (it's factual, it's professional, and it feels safe) and why this doesn't create desire. I share an observation from meeting new neighbors that perfectly illustrates the energy shift that happens when business owners answer, "What do you do?" versus people with regular jobs. And I break down the practical difference between the casual, no-big-deal version you use at a block party and the client experience language you use when someone leans in and wants to know more.There are side-by-side examples throughout, showing what feature listing sounds like compared to describing the actual moment that changes for your clients. Kelsa also tackles what to say when someone responds with, "Like a financial advisor?" and how to differentiate yourself without getting defensive or listing what you're not.If you've ever stumbled through explaining your work, or landed on something that sounded more like a brochure than a real conversation, this episode is for you.Links & Resources:Episode 138: Selling vs. SteadyingJoin the Facebook groupKey Takeaways:There's a difference between describing your services and describing what your client actually experiences, and that distinction changes everything about how people respond to you.Feature listing feels safe because it's factual and professional, but it doesn't create desire. It makes people glaze over or start comparison shopping.When someone asks what you do, answer like your neighbor who works at Honeywell. No performance. No calculating. No hoping they'll respond a certain way.The less you need from the interaction, the more interesting your answer becomes to the person hearing it.When someone says "like a financial advisor?" you don't need to respond with what you're not. Drop into the client experience instead. You'll differentiate yourself without a single negative or a single feature being listed.Think about the moment something clicked for your last few clients. That moment is your message, because that's what people are buying. They're buying that exhale.You don't need a better elevator pitch. You need to get closer to the truth of what your clients actually experience before and after working with you, and then simply learn to say that out loud.

The primary focus of this morning's briefing is the recent advisory issued by CISA concerning vulnerabilities within Honeywell IQ 4X Building Management System Controllers, necessitating prompt action from emergency managers and facility operators to mitigate potential risks. Additionally, the episode discusses a minor seismic event, specifically a magnitude 2.3 earthquake near Sleepy Hollow, New York, which, although not anticipated to cause significant disruption, has nonetheless prompted public inquiries and necessitated an effective communication strategy. We further examine FEMA's recent expansion of public assistance eligibility in Tennessee following the impacts of Winter Storm Fern, highlighting the operational significance for local governments and relevant stakeholders. Our discourse aims to ensure that all involved parties remain informed and equipped to respond adequately to current developments. As we delve into these critical updates, we emphasize the importance of situational awareness and the coordination of public information dissemination.Takeaways:* The CISA has issued an advisory regarding vulnerabilities in Honeywell IQ 4X Building Management System Controllers, necessitating immediate attention from operational technology teams.* Recent seismic activity has been recorded in Sleepy Hollow, New York, prompting public inquiries despite the minor magnitude of the earthquake.* Tennessee's Emergency Management Agency has confirmed that FEMA has expanded public assistance eligibility due to impacts from Winter Storm Fern, affecting numerous counties.* Public information coordination is essential for responding to seismic events, even those with minimal expected impact on infrastructure.* The upcoming IWCE 2026 conference in Las Vegas will focus on critical communications, featuring advancements in LMR and broadband technologies.* It is imperative for local governments to align documentation with FEMA's public assistance requirements following disaster declarations.SponsorICWE https://go.emnmedia.com/IWCE2026SourcesCISA, ICSA-26-069-03 — Honeywell IQ4x BMS Controller (ICS advisory; release date March 10, 2026)USGS Earthquakes USGS event page — M 2.3, 0 km W of Sleepy Hollow, New York (reviewed; March 10, 2026)Tennessee EMA — FEMA expands Public Assistance eligibility for additional counties following Winter Storm Fern (March 10, 2026)New York / Regional context (journalistic, for situational awareness only)ABC News — 2.3 magnitude earthquake recorded near Sleepy Hollow, New York (March 10, 2026) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit emnetwork.substack.com/subscribe

This week on Better Buildings for Humans, host Joe Menchefski steps into the world of hidden passageways, vault doors, and high-security safe rooms with Steve Humble, founder of Creative Home Engineering. What begins as a childhood fascination with spy movies evolves into a fascinating deep dive into camouflage, forced-entry protection, and the engineering behind secret doors that truly disappear.Steve shares how his background in mechanical engineering, robotics, and home automation led him to build thousands of custom security solutions for everyone from CEOs to royal clients. The conversation explores panic rooms, bullet-resistant materials, EMP protection, and the surprising vulnerabilities of traditional safes. But beyond the intrigue, this episode reveals a powerful design insight: great security isn't just about strength—it's about thoughtful integration, precision, and architectural harmony that protects what matters most.More About Steve HumbleSteve Humble grew up in cities around the world as the son of a pilot in the US air force. In 2003 he graduated with a bachelor's degree in mechanical engineering from Brigham Young University. Steve started his engineering career in aerospace at Honeywell's military turbine engines division and later at the Boeing aircraft company. He went on to design both home automation systems and robotic surgical lasers before starting his own security engineering firm at the age of only 26. He founded Creative Home Engineering in 2003 and has a 10,600 square foot facility based in Ariz. The company specializes in the design and fabrication of motorized hidden passageways and covert high-security vault doors. With more than 20 years of experience and 5,000 unique secret passageways under his belt, Steve's top-secret client list is a veritable who's-who of high-profile business executives, heads-of-state, celebrities, pro-athletes, and ordinary security-minded home owners all around the globe. He also started the Hidden Door Store, a more affordable option for the person that likes to DIY.  To learn more, hiddenpassageway.com or hiddendoorstore.com.Contact:https://www.facebook.com/CreativeHomeEngineeringhttps://www.instagram.com/hidden_passageway/ Where To Find Us:https://bbfhpod.advancedglazings.com/www.advancedglazings.comhttps://www.linkedin.com/company/better-buildings-for-humans-podcastwww.linkedin.com/in/advanced-glazings-ltd-848b4625https://twitter.com/bbfhpodhttps://twitter.com/Solera_Daylighthttps://www.instagram.com/bbfhpod/https://www.instagram.com/advancedglazingsltdhttps://www.facebook.com/AdvancedGlazingsltd

00:00 all right let's go the phones are taught a body in greer how you doing bonnie i'm good god uh... i was thinking about the stress on the power grid right after i read this thing about uh... want to build a huge complex by fall rivers yeah yes and i'm they're gonna choke greenville to death yeah but nobody's gonna be able to get around to do anything that's right and didn't they pass a thing of no restrictions on buildings 00:30 Yeah, mean, they're downtown. They're trying to make it like uh Charlotte or even Atlanta eventually. They want it. That's good. Yeah, I know, right. That just always seems to work out. you know, that's what you get when you have a city council like that. appreciate it. Bonnie Bob is in Piedmont. Bob, welcome. Hey, Charlie. Thank you for taking my call. Yes, sir. And before I forget, I want to... oh 01:00 Congratulations on your birthday. Oh, well, that was back in February, but I appreciate that. Thank you. had a great time. you. I was listening back then. I appreciate it, Bob. I just want you to you went ahead and struck a nerve when you were talking about the spam phone phone calls. Yeah, I didn't hear how many calls that you had since you've been on six, but I've had 15. Have you had 15? I've had 15 from three o'clock and I had 12. 01:31 from two o'clock to three o'clock. Wow. Do you remember when they used to throw people in jail for spam over the internet? Why aren't they going after these people? But they don't even, know, there's no longer a do not call list. Right. Yeah. I believe that fully. I get the same calls over and over and over again. 02:00 uh I feel your pain, man. It is so annoying. Annoying. I appreciate it. Let's go to Brian in Spartanburg. Brian, how are you? Hey, so going back to a previous caller that was talking about his air condition, he has the availability to stay home and turn it way down and get his house home. Yeah. And then turn it off at peak times. oh If you have a Honeywell thermostat and you use scheduling, they have a thing called adaptive technology. 02:30 I had to call Honeywell about it one time and if you use that It will turn your your unit on at different times, right? Yeah, if it's a really hot day It's gonna turn it so if you won't if you get home from work at 5 and you want it at To drop 5 degrees by 5 Well on a 70 degree day, it's gonna turn on at 4 02:58 on a 90 degree day, it's gonna turn on at two. So you're really screwing yourself with that. The best thing to do is just keep the temperature the same all the time. You're not saving any money. You're using more power by trying to drop it to three to five degrees that you have in the schedule, than you are just keeping it at the exact same. 03:23 And now that we've got summer coming up, mean, people need to be reminded that you are never going to get that house more than 20 degrees below outside temperature. You can if it's built right. If it's built right. Yeah, but I mean, my goodness, how many of those? I mean, I live in I live in a what I think I think our neighborhood is about 20, 22 years old now. None of those houses are acting like that. So I wish I did. I, you know what? I appreciate it. Thank you very much, Brian. 03:51 I was going to tell you how much my electric bill was. 03:59 But after all of these people that have been texting me how much they pay in electricity every month over on the text line, I'm not going to tell you. 04:09 Because I believe you would hate me. I really do. 04:16 I mean, I'm seeing three JJ's electric bill. was like, you gotta be kidding me. That's how much you're paying over at Duke Energy? That's unbelievable. That is crazy. I'm on Lawrence Electric. Man, I'll write that check. I'm like, yep, you got it, Lawrence. Here you go. Here you go. I'm happy to pay that. There you go. Two things. 04:46 Two checks I do not mind writing, especially moving up here from Charleston. Number one, I don't mind writing my mortgage payment. Lig ...

In this episode of The Cybersecurity Defenders Podcast, we discuss some intel being shared in the LimaCharlie community.Iranian drone strikes damaged three Amazon Web Services data center facilities in the Middle East, highlighting the physical risks associated with large-scale cloud infrastructure.Cyber activity linked to Iran and pro-Iranian actors has intensified following a joint US–Israeli military strike on Iran that killed Supreme Leader Ayatollah Ali Khamenei and several other government officials.The India-linked advanced persistent threat group known as “Sloppy Lemming” has significantly increased its cyber operations over the past year, targeting organizations in Pakistan, Bangladesh, and other parts of South and Southeast Asia.A cybersecurity researcher has reported a potentially serious vulnerability in Honeywell's IQ4 building management controller, though the vendor disputes both the severity and practical impact of the issue.Support our show by sharing your favorite episodes with a friend, subscribe, give us a rating or leave a comment on your podcast platform.This podcast is brought to you by LimaCharlie, maker of the SecOps Cloud Platform, infrastructure for SecOps where everything is built API first. Scale with confidence as your business grows. Start today for free at limacharlie.io.

Allen, Rosemary, and Yolanda discuss Ming Yang’s proposed $1.5 billion factory in Scotland and why the UK government is hesitating. Plus the challenges of reviving wind turbine manufacturing in Australia, how quickly a blade factory can be stood up, and whether advanced manufacturing methods could give Australia a competitive edge in the next generation of wind energy. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com And now your hosts.  Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host Allen Hall, and I’m here with Yolanda Padron and Rosemary Barnes, and we’re all in Australia at the same time. We’re getting ready for Woma 2026, which is going to happen when this release is, will be through the first day. Uh, it’ll, it’s gonna be a big conference and right now. We’re so close to, to selling it out within a couple of people, so it’ll be a great event. So those of you listening to this podcast, hopefully you’re at Wilma 2026 and we’ll see, see you there. Uh, the news for this week, there’s a number of, of big, uh, country versus country situations going on. Uh, the one at the moment is [00:01:00] ING Yang in Scotland, and as we know, uh, Scotland. It has been offered by Ming Yang, uh, to build a factory there. They’re put about one and a half billion pounds into Scotland, uh, that is not going so well. So, so they’re talking about 3000 jobs, 1.5 billion in investment and then. Building, uh, offshore turbines for Britain and the larger Europe, but the UK government is hesitating and they have not approved it yet. And Scotland’s kind of caught in the middle. Ming Yang is supposedly looking elsewhere that they’re tired of waiting and figure they can probably get another factory somewhere in Europe. I don’t think this is gonna end well. Everyone. I think Bing Yang is obviously being pushed by the Chinese, uh, government to, to explore Scotland and try to get into Scotland and the Scottish government and leaders in the Scottish government have been meeting with, uh, [00:02:00] Chinese officials for a year or two. From what I can tell, if this doesn’t end with the factory in Scotland. Is China gonna take it out on the uk? And are they gonna build, is is me gonna be able to build a factory in Europe? Europe at the minute is looking into the Chinese investments into their wind turbine infrastructure in, in terms of basically tax support and, and funding and grants of that, uh, uh, aspect to, to see if China is undercutting prices artificially. Uh, which I think the answer is gonna be. Yes. So where does this go? It seems like a real impasse. At a moment when the UK in particular, and Europe, uh, the greater Europe are talking about more than a hundred gigawatts of offshore wind,  Yolanda Padron: I mean, just with the, the business that you mentioned that’s coming into to the uk, right? Will they have without Min Yang the ability to, to reach their goals?  Allen Hall: So you have the Siemens [00:03:00] factory in hall. They have a Vestus factory in Hollow White on the sort of the bottom of the country. Right. Then Vestus has had a facility there for a long time and the UK just threw about 20 million pounds into reopening the onshore blade portion of that factory ’cause it had been mothballed several months ago. It does seem like maybe there’s an alternative plan within the UK to stand up its own blade manufacturing and turbine manufacturing facilities, uh, to do a lot of things in country. Who I don’t think we know. Is it Siemens? Is it ge? Is it Vestus or is it something completely British? Maybe all the above. Rosemary. You know, being inside of a Blade factory for a long time with lm, it’s pretty hard to stand up a Blade factory quickly. How many years would it take you if you wanted to start today? Before you would actually produce a a hundred meter long offshore blade,  Rosemary Barnes: I reckon you could do it in a year if you had like real, real strong motivation [00:04:00] Allen Hall: really. Rosemary Barnes: I think so. I mean, it’s a big shed and like, it, it would be, most of the delays would be like regulatory and, you know, hiring, getting enough people hired and trained and that sort of thing. But, um, if you had good. Support from the, the government and not too much red tape to deal with. Then, uh, you know, if you’ve got lots of manufacturing capability elsewhere, then you can move people. Like usually when, um, when I worked at LM there were a few new factories opened while I was working there, and I’m sure that they took longer than, than a year in terms of like when it was first thought of. But, um, you know, once the decision was made, I, I actually dunno how long, how long it took. So it is a guess, but it didn’t, it didn’t take. As long as you would think it wasn’t. It wasn’t years and years, that’s for sure. Um, and what they would do is they don’t, you know, hire a whole new workforce and train them up right from the start. And then once they’re ready to go, then they start operating. What they’ll do to start with is they’ve got, you know, like a bunch [00:05:00] of really good people from the global factories, like all around, um, who will go, um, you know, from all roles. And I’m not talking just management at all, like it will include technicians, um, you know, every, every role in the factory, they’ll get people from another factory to go over. And, um, you know, they do some of the work. They’re training up local people so you know, there’s more of a gradual handover. And also so that you know, the best practices, um, get spread from factory to factory and make a good global culture. ’cause obviously like you’ve got the same design everywhere. You want the same quality coming out everywhere. Um, there is, as much as you try and document everything should be documented in work instructions. That should make it, you know, impossible to do things wrong. However, you never quite get to that standard and, um. There is a lot, a lot to be said for just the know-how and the culture of the people doing the um, yeah, doing the work.  Allen Hall: So the infrastructure would take about a year to build, but the people would have to come from the broader Europe then at [00:06:00] least temporarily.  Rosemary Barnes: That, that would be the fastest and safest way to do it. Like if it’s a brand new company that has never made a wind turbine before and someone just got a few, you know, I don’t know, a billion dollars, and um, said, let’s start a wind turbine factory, then I think it’s gonna be a few years and there’s gonna be some learning curve before it starts making blades fast enough. And. With the correct quality. Um, yeah. But if you’re just talking about one more factory from a company that already has half a dozen or a dozen wind turbine blade factories elsewhere in the world, then that’s where I think it can be done fast.  Allen Hall: This, uh, type of situation actually pops up a lot in aerospace, uh, power plants, engines. The jet engines on a lot of aircraft are kind of a combined effort from. Big multinational companies. So if they want to build something in country, they’ll hook up with a GE or a, a Honeywell or somebody who makes Jet engines and they’ll create this division and they’ll [00:07:00] stand this, this, uh, plant up. Maybe it’s gonna be something like that where GB energy is in the middle, uh, providing the funding and some of the resources, but they bring in another company, like a Siemens, like a Vestas, like a GE or a Nordex even to come in and to. Do the operational aspects and maybe some of the training pieces. But, uh, there’s a, there’s a funding arm and a technical arm, and they create a standalone, uh, British company to go manufacture towers to go manufacture in the cells to manufacture blades. Is that where you think this goes?  Rosemary Barnes: It depends also what kind of, um, component you’re talking about. Like if you’re talking about, I, I was talking a specific example of wind turbine blades, which are a mediumly complex thing to make, I would say, um. Yeah. And then if you go on the simpler side, when turbine towers, most countries would have the. Rough expertise needed, um, to, to do that. Nearly all towers at the moment come out of [00:08:00] China, um, or out of Asia. And with China being the, the vast bulk of those. Um, and it’s because they’ve got, aside from having very, very cheap steel, um, they also have just got huge factories that are set up with assembly lines so that, you know, there’s not very much moving of things back and forth. So they have the exact right bit of equipment to do. The exact right kind of, you know, like rolling and welding and they’re not moving tower sections around a lot. That makes it really hard for, um, for other countries to compete. But it’s not because they couldn’t make towers, it’s because they would struggle to make them cheap enough. Um, so yeah, if you set up a factory, you know, say you set up a wind turbine, um, factory in, uh, wind turbine tower factory in Australia, you, you could buy the equipment that you needed for, you know, a few hundred million dollars and, um. You could make it, but unless you have enough orders to keep that factory busy, you know, with the, the volume that you need to keep all of that [00:09:00] modern equipment, uh, operating just absolutely around the clock, your towers are gonna be expensive out of that facility. So that’s kind of the, that it’s cost is the main barrier when it comes to towers  Allen Hall: with Vestus in Mitsubishi recently having a partnership and then ending that partnership. It would seem like Vestus has the most experience in putting large corporations together to work on a, an advanced wind turbine project is they would, it would make sense to me if, if, if Vestus was involved because Vestus also has facilities in the uk. Are they the leading choice you think just because they have that experience with Mitsubishi and they have something in country or you think it’s somebody else? Is it a ge  Rosemary Barnes: My instinct is saying Vestas. Yes,  Allen Hall: me too. Okay.  Rosemary Barnes: Ge. It’s wind turbine Manufacturing seems to be in a bit of a, more of an ebb rather than a flow right now, so I [00:10:00] mean that’s, that’s probably as much as what it’s based on. Um, and then yes, like the location of, of factories, there are already some vest, uh, factories, vest people in the uk so that would make it easier. : Delamination and bottomline failures and blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep into blade materials to find voids and cracks. Traditional inspections completely miss. C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades back in service. So visit cic ndt.com because catching blade problems early will save you millions.[00:11:00] Allen Hall: Can you build a renewable energy future on someone else’s supply chain? Well, in Australia, the last domestic wind tower manufacturers are down. Last year, after losing a 15 year battle against cheaper imports from China, now the Albanese government wants to try again, launching a consultation to revive local manufacturing. Meanwhile, giant turbines are rising in Western Australia’s. Largest wind farms soon to power 164,000 homes. Uh, the steel towers, blades and the cells, they all arrive on ships. And the question is whether that’s going to change anytime soon. Rosemary?  Rosemary Barnes: Yeah, it’s, uh, it’s a topic I’ve thought about a lot and done a fair bit of work on as well, local manufacturing and whether you should or shouldn’t, the Australian government does try to support local manufacturing in. General, um, and in particular for renewables, but they focused much more on solar and [00:12:00] batteries. Um, with their manufacturing support, Australian government and agencies like a uh, arena, Australian Renewable Energy Agency have not traditionally supported wind like at all. It bothers me because actually Australia is a fantastic place to be developing some of these supporting technologies for wind energy and even the next generation of wind energy. Um, technologies, we, not any manufacturing. There are heaps of, um, things that would make it more suitable Australia, like just actually a really natural place to develop that. The thing about Australian projects is that they are. Big. Right. That makes it really attractive to developers because like in Europe where they’re, you know, still building wind, but you know, an onshore wind farm in Europe is like a couple of turbines here or there, maybe five, like a big wind farm would be 10, 10 turbines over there. Um, in Australia it’s like a hundred, 200 turbines at a time. Um, for onshore also choosing. Really big turbines. Australians, for some reason, Australian developers really like to [00:13:00] choose the latest technologies. And then if we think about some of the, um, you know, like new supporting technologies for existing wind turbines, like, you know, let’s, um, talk about. O and m there’s a whole lot of, um, o and m technologies, and Australia’s a great place for that too because as Australia wind farms spend so much on o and m compared to other countries. So a technology provider that can improve some of those pain points can much quicker get like a positive, um, return on investment in Australia than they would be able to in somewhere like America or, or Europe. So I think it makes sense to develop here  Allen Hall: with the number of wind farms. Rosie, I, I completely agree with you and. When we were talking about the war Dge wind Farm, which is the Western Australian wind farm that’s gonna expand, they’re adding 30 turbines to provide 283 megawatts. That’s like a nine and a half megawatt machine. Those are big turbines. Those are new turbines, right? That’s not something that’s been around for a couple years. They’ve been around for a couple of months in, in terms of the lifespan of, of wind [00:14:00] turbines. So if Australia’s gonna go down the pathway of larger turbines, the, the most advanced turbines. It has to make sense that some of this has, has to be developed in country just because you need to have the knowledge to go repair, modify, improve, adjust, figure out what the next generation is, right? I don’t know how you, this happens.  Rosemary Barnes: We see some examples of that. Right. And I think that Fortescue is the best example of, um, companies that are trying to think forward to what they’re going to need to make their, you know, they’ve got ambitious plans for putting in some big wind farms with. Big wind turbines in really remote locations. So they’ve got a lot of, um, it’s a lot of obvious challenges there. Um, and I know that they’re thinking ahead and working through that. And so, you know, we saw their investment in, um, nbra wind, the Spanish company and in particular their nbra lift. The bit of the tower that attaches to the rotor. It looks [00:15:00] pretty normal. Um, but then they make it taller by, um, slotting in like a lattice framework. Um, and then they jack it up and slot in another one underneath and jack it up and slot in another one underneath. So they don’t need a gigantic crane and they don’t need, um, I mean, it’s still a huge crane, but they don’t, they don’t, it doesn’t need to be as, as big because, you know, the rotor starts, starts off already on there by the time that the tower gets su to its full height. So, um, yeah, it’s a lot. That’s an innovative solution, I think, and it would, I would be very surprised if they weren’t also looking at every other technology that they’re gonna need in these turbines.  Allen Hall: If Australia’s gonna go down the pathway of large turbines on shore, then the manufacturing needs to happen in country. There’s no other way to do it. And you could have manufacturing facilities in Western Australia or Victoria and still get massive turbine blades shipped or trucked either way. To [00:16:00] wherever they needed it to go. In country, it would, it’s not that hard to get around Australia and unlike other countries like, like Germany was a lot of mountains and you had bridges and narrow roads and all that, and it, it’s, it’s much more expansive in Australia where you can move big projects around. And obviously with all the, the mining that happens in Australia, it’s pretty much normal. So I, I just trying to get over the hurdle of where the Albanese government is having an issue of sort of pushing this forward. It seems like it’s a simple thing because the Australian infrastructure is already ready. Someone need to flip the switch and say go.  Rosemary Barnes: I don’t know if I’d say that we’re we’re ready. ’cause Australia doesn’t have a whole lot of manufacturing of anything at the moment. It’s not true that we have no manufacturing. That’s what Australians like to say. We don’t manufacture anything and that’s not true. We do manufacture. We have some pretty good advanced manufacturing. If you just look at the hard economics of wind turbine manufacturing in Australia of solar panel manufacturing, battery manufacturing. Any of that, it is cheaper to just get it from China, not least [00:17:00] because some of the, um, those components are subsidized by the, the Chinese government. If you start saying, okay, we’re gonna have local manufacturing, like, you can either, you can achieve that either by supporting the local manufacturing industry, you know, like giving subsidies to our manufacturing. Or you could, um, make a local content requirement. Um, say things, you know, if you want project approval for this, then it has to have so much local content. You have to do it really carefully because if you get the settings wrong, then you just end up with very, very expensive, um, renewable energy. And at the moment, especially wind is. Expensive, and I think it’s still getting more expensive in Australia. It has been since, basically since the pandemic. If you then said, we’ve gotta also make it in Australia, then you add a bunch more costs and we would just probably not have wind energy then, so, uh, or new, new wind energy. So there needs to be that balance. But I think that like, even though you can say, okay, cheapest is best, it is also not good to rely on. [00:18:00] Exclusively on other countries, and especially not on just one other country to give you all of your energy infrastructure. If it was up to me, I would be much more supporting the next wave of, um, technologies. I would really love to see, you know, a new Australian. Wind turbine blade manufacturing method. Like at some point in the next decade, we’re going to start getting, uh, advanced manufacturing is gonna make it into wind turbine blades. It’s already there in some of the other components.  Allen Hall: Wait, so you just said if we were gonna build a factory in Scotland, it would take about a year. Why would it take 10 years to do it in Australia? Australia’s a nice place to live.  Rosemary Barnes: No, I didn’t say that. It would, it would take teens. I said in, sometime in the next decade around the world, wind turbine blades are basically handmade, right? They, you know, there are some, um, machines that are helping people, but you know, you have a look at a picture of a wind turbine blade factor and there’s, you know, there’s 20 people walking over, walking over a blade, smoothing down glass. And at some point we’re gonna start using advanced manufacturing methods. I [00:19:00] mean, there are really advanced composite manufacturing methods. Um, you know, with, um, individual fiber placement and 3D printing with, um, continuous fibers. And that’s being used for like aerospace components a lot. It’s early days for that technology and there is no barrier to the technologies to being able to put them, you know, like say on a GaN gantry that just, you know, like ran down the length of a whole blade like that, that could be done. If it was economic, that’s the kind of technology that Australia should be supporting before that’s the mainstream, and everybody else has already done it, right? You need to find the next thing, and ideally not just one next thing, but several next things because you’re not gonna, you don’t know ahead of time, um, which is gonna be the winner. Allen Hall: That hasn’t been the tack that China has taken, that the latest technology in batteries is not something that China is producing today. They’re producing a generation prior, but they’re doing it at scale. At some point they, the Chinese just said, we’re stopping here and we’re gonna do this, this kind of [00:20:00] battery, and that’s it. And away we go. If we keep waiting until the next generation of blade techniques come out, I think we’re gonna be waiting forever.  Rosemary Barnes: I don’t think why I think. Do, you know, make the next generation of, of blade bio technologies?  Yolanda Padron: I think it makes sense for someplace like Australia, right? Because we, we’ve talked about the fact that like here, you, you have to consider a lot of factors in operation that you don’t have to consider in other places, especially for blades, right? So if you can eliminate all of those issues, for the most part that are happening in the factory at manufacturing, then that can really help boost. The next operational projects.  Allen Hall: So then what you’re saying is that. There are new technologies, but what stage are they at? Are they TRL two, TRL five, TRL seven. How close is this technology because I’d hate for Australia to miss out on this big opportunity.  Rosemary Barnes: Frown Hoffer has actually just published an article recently, uh, [00:21:00] about some, I can’t remember if it was fiber, um, tape placement or if it was printed, small wind turbine blades. Small wind is a nice, like, it’s a, a nice bite-sized kind of thing that you can master a lot quicker than you can, you know, you can make a thousand small wind turbines and learn a lot more than making 100 meter long blade. That would probably be bad because it’s your first one and you didn’t realize all of the downsides to the new technology yet. Um, so I, I think it is kind of promising, but. In terms of, yeah, like a major, like in terms of let’s say a hundred meter long blade that was made with 3D printing, that would be terra, L one. Like it’s an idea now. Nobody has actually made one or, um, done, done too much. Um, as far as I know. I think you could get, could get to nine over the next year. Like I said, like I think sometime in the next decade will be when that, when that comes.  Allen Hall: Okay. If you, you didn’t get to a nine that quickly. No, it is possible. Yeah. You gotta put some money into it.  Rosemary Barnes: If someone wants to give me, [00:22:00] you know, enough money, then I’ll make it. I’ll make it happen. I’ll, I would, I would absolutely be able to make that happen, but I don’t know when it’s gonna be cheap enough.  Allen Hall: I would just love to see it. If, if, if you’ve got a, if you’ve got a, a factory, you got squirreled away somewhere in the. Inland of Australia that is making blades at quantity or has the technology to do that. I would love to see it because that would be amazing.  Rosemary Barnes: Technologies don’t just fall out of the sky, you know, like they, you, you, you force them into existence. That’s what you, that’s what you do. You know what this comes down to? Have you ever done the, is it Myers-Briggs where you get the, like letters of your personality? You and I are in opposite corners inside some ways.  Allen Hall: That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, and it surely should, we’d love to hear from you. Reach out to us on LinkedIn, particularly Rosie, so it’s Rosemary Barnes on LinkedIn. Don’t forget to subscribe to who you never miss an episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind [00:23:00] energy professionals discover the show. For Rosie and Yolanda, I am Alan Hall, and we’ll see here next week on the Uptime Wind Energy Podcast.

In the second Executive Function episode, Brett sits down with Ryan Lucas, VP of Design at Rippling. Before Rippling, Ryan led design at Retool and co-founded multiple startups, bringing a rare founder's perspective to design leadership. A trained industrial designer, Ryan traces the roots of modern software design back 2,000 years to make the case that products must be useful, usable, and desirable - and above all, used. In today's episode, we discuss: Why design leaders who stop designing stop leading The four pillars every design manager must master How to delegate when you're a perfectionist Why leaders need strong opinions How to scale good judgment What Rippling's operating system teaches about speed and commitments References: Airbnb: https://www.airbnb.com/ Amazon: https://www.amazon.com/ Apple: https://www.apple.com/ Asana: https://www.asana.com/ Brian Chesky: https://www.linkedin.com/in/brianchesky/ CrossFit: https://www.crossfit.com/ Figma: https://www.figma.com/ Honeywell: https://www.honeywell.com/ Liz Sanders: https://www.linkedin.com/in/sandersliz/ Nest: https://store.google.com/category/google_nest Notion: https://www.notion.so/ Parker Conrad: https://www.linkedin.com/in/parkerconrad/ Patrick Collison: https://www.linkedin.com/in/patrickcollison/ Retool: https://retool.com/ Rippling: https://www.rippling.com/ Stripe: https://www.stripe.com/ Where to find Ryan: LinkedIn: https://www.linkedin.com/in/ryanwlucas/ Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: 00:00 Intro 00:08 What design actually does at a software company 01:40 The roots of design: from industrial design to software 03:29 Useful, usable, desirable — and used 04:49 How design relates to engineering, product, and marketing 08:15 Measuring success as a design leader 12:40 The gap between director and VP-level design leadership 14:23 Why great design leaders jump up and down in altitude 19:26 The four pillars every design manager must master 21:34 Over-indexing on quality and the perfectionist trap 25:11 When lowering the quality bar actually cost the business 27:53 How to build judgment through pattern matching 31:25 How Ryan's design team differs from the rest 34:31 Why Figma is not the source of truth 36:32 How Ryan spends his week: recruiting, crits, and staff meetings 38:39 The "Do/Try/Consider" framework 42:12 The most important decisions of the past year 44:05 Should one-on-ones exist? 46:45 How to scale judgment 50:49 What to look for when hiring your first design leader 54:54 Advice for young designers who want to lead 58:24 Demanding yet supportive: A balanced management style 01:02:43 What Rippling's operating system teaches about execution

Bio (Clean Show Version)Dale Harder is a former NASA and Honeywell aerospace engineer with over 45 years in the UFO field and an officer of the Cleveland Ufology Project, the oldest MUFON group in the world. He identifies as a Taygetean Pleiadian starseed from the planet Erra and claims lifelong extraterrestrial contact, including communication with the Swaruu/Taygetean group.Harder has appeared on major platforms such as Coast to Coast AM, Project Camelot, and interviews with Gosia Duszak, discussing the human 5D transition, ET infiltration, EMF/5G dangers, and humanity's liberation from the Matrix. He also owns HHR Lasers and HHR Exotic Speakers.Show DescriptionIn this episode, Rob dives deep with Dale Harder into Pleiadian contact, NASA secrets, the Taygetean mission, and what's really happening behind humanity's push toward 5D. A mix of engineering knowledge, ET testimony, and metaphysical intel — raw Typical Skeptic style.Questions for Dale HarderWhen did you first realize you weren't fully “human,” and what confirmed your Taygetean identity?What was NASA hiding during your years at Lewis/Glenn Research Center?What is the biggest misconception about the Taygeteans and the Swaruu group?How does your engineering background shape your understanding of ET tech?Are we already in the early stages of the 5D transition?What do the Taygeteans say about Earth's current timeline trajectory?You've warned about EMF and 5G — what dangers are the public unaware of?Is the Matrix literal, metaphorical, or both?What's the most profound message the Taygeteans have given you?Are there factions of Pleiadians working against humanity's awakening?Typical Skeptic Podcast Links and Affiliates:Support the Mission:

Elatia Abate is an entrepreneur with a mission to revolutionize leadership to empower humanity in the Age of AI. Named a Forbes leading female futurist, she is a globally recognized expert on the futures of work and strategy and is a distinguished member of the American   Her Future-Led Leadership learning and development content has been utilized in organizations including Verizon, UniGroup RMI – Rocky Mountain Institute, Grupo Globo, CME Group, Arcus Power, GMAC (Graduate Management Admissions Council), and The College of William and Mary Raymond A. Mason School of Business. She previously served as Futurist in Residence for Paylocity.   Elatia is a sought-after keynote speaker on the topics of the future of work, leadership and resilience, sharing her message for audiences of tens and auditoriums of thousands for including, Citi, NY Life, VRBO, Deloitte, Honeywell, KPMG, and SHRM, among many others. She has a TEDx talk titled, "Pioneering the Future of Work."   Summary:   In this episode of The Heartbeat For Hire, we welcome back Elatia Abate, a Forbes-recognized futurist and expert on the future of work. As the conversation around Artificial Intelligence shifts from "possibility" to "pressure," leaders are often left feeling off-balance by the sheer velocity of change.   Elatia breaks down how we can move from fear to empowerment in the face of disruption. She introduces the concept of the "Stackable Factory" to explain the evolution of knowledge work and discusses the critical need for "Regenerative Resilience". From the emergence of new roles like "Vibe Coders" to the importance of embodied leadership, this episode is a guide to maintaining humanity and ethics in a rapidly accelerating digital world.   Key Takeaways:   - The "Stackable Factory" of Knowledge Work - Regenerative Resilience - Business Beyond the Brain - Slow Down to Lead   Episode Chapters:   00:00 – Intro: The shift from AI hype to AI pressure. 01:07 – Meet Elatia Abate: Futurist and Leadership Expert. 03:21 – The Leadership Room: What executives are really asking about AI. 06:52 – Operationalizing AI: Focusing on business challenges, not just tools. 08:08 – The "Stackable Factory": How AI changes knowledge work. 10:10 – Future Roles: From Prompt Engineers to Vibe Coders. 12:10 – The Ethics of AI: Safety, profit, and global responsibility. 15:37 – Regenerative Resilience: Thriving in chaos. 18:13 – Business Beyond the Brain: The Think, Do, Be framework. 23:37 – Looking Ahead: Impact and conscious leadership in 2026. 27:37 – Conclusion: Slowing down to speed up.

In this episode of Aerospace Unplugged, our host Adam Kress is joined by special guest, Ben Hutchins, Senior Director of Government Relations for Defense & Space at Honeywell Aerospace.They discuss the journey involved when transitioning from military service to civilian life and into a successful career in the aerospace industry.Episode Highlights:Pilot's Experience in the Military: Learn about our guest's journey during his service, including what it was like flying an F-35 fighter jet, what prompted his new step in career, and more. The Transition into Civilian Life: Explore the lessons and challenges learned moving from military service to the private sector, and how his expertise continues to be leveraged to support Honeywell's defense programs, inclduing the F-35 PTMS. Reflection on Career Journey & Outlook for the Future: Dive into advice our guest has for veterans considering a similar military transition journey to civilian life, and what he looks forward to for the future of defense and space.Explore more about our Honeywell Defense & Space solutions.