Podcasts about incumbents

In this episode, Andreas Munk Holm is joined by Joe Seager-Dupuy and Mike Martin, General Partners at True Global, a £1B investment firm focused on consumer and retail, to explore how AI transforms how consumer businesses are built, scaled, and experienced.They unpack why consumer AI is more than a buzzword - it's unlocking entirely new market categories, reshaping broken UX flows, and expanding the definition of addressable markets. From agentic software and hyper-personalized health stacks to defensibility through data, brand, and workflow, this episode offers a deep dive into how to build and invest at the intersection of frontier tech and human behavior.Here's what's covered:07:27 Exploring Consumer AI Innovations14:47 Challenges and Opportunities in Consumer AI20:27 The Path to Agentic Business Models25:27 Building Optionality in AI Products26:23 Case Study: Superhuman's Agentic Email System28:10 The Velocity of AI Announcements31:10 Defensibility in Consumer AI39:15 AI's Impact on Consumer Company Operations43:07 The Disruption of Incumbents by AI Startups

Canvas CEO Paul Woolmington on why everyone needs the NFL, and why brands need to weigh the value of running ads in live games vs. becoming part of the religion of sports fandom - with creators' help.

Today, we're speaking with Sophie Purdom, Managing Partner of Planeteer Capital. After co-creating CTVC with Kim Zou, the climate deals and deep-dives newsletter that has become canon in climate, with 75k+ readers, Sophie announced Planeteer Capital. (We discussed on the pod) They are going full speed with their investing thesis, investing in companies at the incorporation stage. Something they have been able to do well, given the history and network that Sophie has. Aside from teasing the future of Planeteer and discussing their unique advantage, Sophie gave us some insights on where the market is now. One thing that surprised us is how, despite all the negative news, more deals are being done year over year than in years past. Sophie shares the 4 types of climate tech founders, what they look for picking the right team, and core things to get right when navigating the climate capital stack. This interview is one we've been chasing down for some time, so we're glad to finally make it. We hope you enjoy the show! Fill out our listener survey. If you want to support our work, upgrade to paid today!Topics **2:08 The Current State of Climate Tech**5:31 Long-Term Impact of the Climate Boom**8:44 [Check out ErthTech Talent for your Hiring Needs]**9:28 Identifying Long-Term & Durable Trends**13:04 Tracking High-Potential Niche Markets**17:57 How Her View of Venture Investing Has Changed **20:20 Where Planeteer Investments**23:15 The Value Planeteer Adds**24:30 The Role CTVC Played In Her Ability To Run Planeteer Well**28:00 Investing at Incorporation**32:15 How They Support Founders & Incentive Alignment**35:05 What to Know When Partnering with Incumbents**39:29 Will Climate Disruptors Scale?**43:10 The Future Vision of Planeteer CapitalLinks**Sophie Purdom | Planeteer Capital**Discussing the Planeteer Fund Announcement**Somil on LinkedIn | Support the showIf you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com

Gen Z and millennial candidates are running for public office, and they're not afraid to take on members of their own parties who have been in power for decades. Reset talks with Chicago Tribune state government reporter Olivia Olander, NPR politics reporter Elena Moore and Illinois State Rep. Nabeela Syed. For a full archive of Reset interviews, head over to wbez.org/reset.

Hotline editor Kirk Bado and Cook Political Report with Amy Walter founder Charlie Cook handicap the midterm elections and discuss the political dynamics of incumbents facing younger primary challengers.

This week, Canadians didn't just politely shuffle into voting booths: they kicked the door down and destroyed Conservative leader and longtime MAGA fanboy Pierre Poilievre, who lost his seat to Bruce Fanjoy (who we're now, quite literally, major fans of. More on him in this episode!) Meanwhile, here in the U.S., specifically kleptocrat-besieged New York City, we've got our own political swamp to drain. Mayor Eric Adams, who once likened himself to Biden, now seems more Nixonian, dodging Department of Justice corruption charges by reportedly cozying up to Donald Trump and Tucker Carlson. The result? NYC turned into an ICE command center for Trump's creeping authoritarianism, part of a wannabe-gulag stretching from New York to El Salvador. On this week's Gaslit Nation, Andrea and Terrell Starr of the Black Diplomats Podcast and Substack celebrate Canada's heroic stand and urge the world to focus on NYC's upcoming Democratic mayoral primary June 24, one of the most pivotal fronts in the global fight against kleptocracy and for the soul of America. The Left must reclaim “socialism” as quality of life advocacy, building better schools, healthcare that won't bankrupt you, and a social safety net for all, not just those who can afford one. We highlight two standout challengers: Comptroller Brad Lander, a fierce Ukraine supporter who led the effort to divest the City's pension from Russian investments, and Queens Assemblyman Zohran Mamdani, who led a hunger strike for taxi driver debt relief. The question isn't just who can beat Adams, who's running as an independent, and predator Andrew Cuomo, desperate for a comeback. It's who has the record to lead New York in resisting Trump and dismantling the oligarchy. Want to enjoy Gaslit Nation ad-free? Join our community of listeners for bonus shows, ad-free episodes, exclusive Q&A sessions, our group chat, invites to live events like our Monday political salons at 4pm ET over Zoom, and more! Sign up at Patreon.com/Gaslit!   Show Notes: Opening clip: https://www.youtube.com/watch?v=Ahh0jINl-PU   Canadian election: https://bsky.app/profile/youranoncentral.bsky.social/post/3lnwgjxcnk22l   Bruce Fanjoy's Green House: This big blue house runs green and clean https://www.nationalobserver.com/2023/08/28/news/big-blue-house-runs-green-and-clean   Here's who's running for New York City mayor in 2025 Get to know the candidates in a wide, weird and unsettled field. https://www.cityandstateny.com/politics/2025/04/heres-whos-running-new-york-city-mayor-2025/401994/   Ukraine is the front line in the battle against oligarchic capitalism: The war in Ukraine is not just a fight for sovereignty, but a battle against the global rise of oligarchical capitalism, with the future of democracy and economic justice at stake. https://kyivindependent.com/ukraine-is-the-front-line-in-the-battle-against-oligarchic-capitalism/   Adams to skip New York City's Democratic primary, run for reelection on nonpartisan line: The mayor has been at odds with his party and wants time to recover from now-dismissed federal charges. https://www.politico.com/news/2025/04/03/eric-adams-reelection-independent-00267865   Judge Ends Eric Adams Case, but Sharply Criticizes Trump's Justice Dept. Judge Dale E. Ho refused to let the government leave open the prospect of reinstating charges against the mayor. But he acknowledged the president's power to determine the fate of prosecutions. https://www.nytimes.com/2025/04/02/nyregion/eric-adams-case-dismissed.html?unlocked_article_code=1.DU8.N7E9.W-opYY3A0W4N&smid=url-share   Adams Doubles Down on Trump Alliance, Praising F.B.I. Director's Book: In the mayor's first comments after a judge ordered corruption charges against him dropped, he urged New Yorkers to read a book by the Trump administration's F.B.I. director. https://www.nytimes.com/2025/04/02/nyregion/eric-adams-kash-patel-book.html?unlocked_article_code=1.DU8.FskD.fhDP-pm2rpfe&smid=url-share   Incumbents are losing around the world, not just the U.S. https://www.marketplace.org/story/2024/11/14/incumbents-are-losing-around-the-world-not-just-the-u-s   ICE Blocked from Rikers as Judge Extends Order Halting Cooperation With Feds https://www.thecity.nyc/2025/04/25/ice-trump-rikers-eric-adams-city-council/   The Great Hack: The Cambridge Analytica documentary https://www.youtube.com/watch?v=iX8GxLP1FHo   The Bibi Files episode https://gaslitnation.libsyn.com/hitler-youth   Stop Netanyahu's Political Purge of the Defense Establishment https://www.haaretz.com/opinion/editorial/2025-02-20/ty-article-opinion/stop-netanyahus-political-purge-of-the-defense-establishment/00000195-2008-d2a5-a39d-e778797b0000   Russia used hundreds of fake accounts to tweet about Brexit, data shows https://www.theguardian.com/world/2017/nov/14/how-400-russia-run-fake-accounts-posted-bogus-brexit-tweets   Trump fraud ruling adds to his string of legal losses in New York https://www.cbsnews.com/news/trump-fraud-ruling-new-york-legal-losses/ EVENTS AT GASLIT NATION: June 2nd 4pm ET – Book club discussion of Octavia Butler's The Parable of the Sower   Indiana-based listeners launched a Signal group for others in the state to join, available on Patreon. Florida-based listeners are going strong meeting in person. Be sure to join their Signal group, available on Patreon. Have you taken Gaslit Nation's HyperNormalization Survey Yet? Gaslit Nation Salons take place Mondays 4pm ET over Zoom and the first ~40 minutes are recorded and shared on Patreon.com/Gaslit for our community 

0:00 Trump approval rating lower than first term: Fox poll 8:44 Trump's store selling ‘Trump 2028' hats after President said he was ‘not joking' about third term 16:33 DNC Chair blasts David Hogg for threatening to primary Democrat incumbents, offers ultimatum 25:13 Trump rages at Rupert Murdoch over Fox News pollster, Wall Street Journal editorials: 'It sucks!!!' 34:43 Mike Johnson blasts ‘The View's' Sunny Hostin over ‘Absurd' take on Trump's baby bonus support 43:49 Rise of womanosphere: Brett Cooper, Candace Owens influencing young women to be ‘thin, fertile, and Republican' Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Geraghty is back! Join Jim and Greg for 3 Martini Lunch as they discuss the death of Pope Francis, more Democrats preparing to grandstand in El Salvador, and David Hogg stirring internal tension within the DNC. Plus, Jim offers a quick update on where he was last week.First, they react to the passing of Pope Francis, who died just hours after attending Easter Sunday services at the Vatican. Jim and Greg reflect on Francis's 12-year papacy—highlighting how his comments on cultural and political issues often energized progressives before being walked back by Vatican officials. They also discuss how his views on climate change, wealth redistribution, and illegal immigration often frustrated conservatives. And they humorously clarify that Vice President J.D. Vance had nothing to do with the pope's passing.Next, they unpack a trip planned by four House Democrats to El Salvador to advocate for Kilmar Abrego Garcia. Jim criticizes the media's portrayal of Garcia as a harmless "Maryland Dad," drawing parallels to past sympathetic framing of problematic figures. He agrees Garcia should return to the U.S. for legal proceedings—before being deported back to El Salvador where he belongs.Finally, they enjoy the drama unfolding within the Democratic Party as David Hogg announces plans to back challengers to numerous sitting Democrats. His efforts are already causing stress within the DNC, with many Democrats pushing back and defending their incumbents. It's shaping up to be quite the primary season—popcorn, anyone?Please visit our great sponsors:This podcast is sponsored by BetterHelp. Your well-being is worth it. Visit https://BetterHelp.com/3ML to get 10% off your first monthCut through political bias with Ground News's Vantage Plan—visit https://GroundNews.com/MARTINI to get 40% off for a limited time!Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://openphone.com

Hosts: Leah Murray and Erin Rider  During the 2024 election cycle, we spoke several times about infighting among Republicans and unity among Democrats. But now, the infighting could be moving into the Democratic Party. The new 25-year-old vice chair of the Democratic National Committee is taking a hard stand against traditional Dems, pledging to fund primary challengers who will do more than the incumbents. 

Campaign finance numbers show the fall campaign season is heating up. And Michael Pope explains a handful of races feature Republican incumbents in districts won by Kamala Harris.

At Redpoint's annual meeting with investors, Redpoint partners Scott Raney, Alex Bard, Patrick Chase and Jacob Effron shared unfiltered thoughts on some of the most topical questions in AI today, where value will accrue, which industries are best positioned for defensibility at the application layer, and more. [0:00] Intro[0:39] AI Investment Landscape[1:30] Market Projections[3:25] Strategic Imperatives in AI[6:04] AI Model Layer Insights[10:06] Infrastructure Layer[11:46] Application Layer[15:04] Vertical AI SaaS Opportunities[21:45] Evaluating Early-Stage Founders[23:39] First Mover Advantage and Competitive Dynamics[25:28] Domain Expertise vs. AI Expertise[26:58] Why AI Startups Fail[29:41] Startups vs. Incumbents[35:15] Navigating High AI Valuations With your co-hosts: @jacobeffron - Partner at Redpoint, Former PM Flatiron Health @patrickachase - Partner at Redpoint, Former ML Engineer LinkedIn @ericabrescia - Former COO Github, Founder Bitnami (acq'd by VMWare) @jordan_segall - Partner at Redpoint

In episode #274, I'm sharing some insight from a Mark Roberge talk in Tempe, AZ at PHX FWD. The software business is undergoing another major shift. In the 80/90's it started with on-premise software, then ASP, then SaaS, and now AI. - Business model changes - What if agentic AI entered your space? - Siebel Systems - from top player to SaaS laggard Be in the know! Join our SaaS community. https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

Elias Torres is the Co-Founder and CEO of Agency, the AI agent for customer success teams. Prior to Agency, Elias was the Co-Founder of Drift, a company he sold to Vista for $1.2BN Before that he started Performable, which he sold to Hubspot.  In Today's Episode We Discuss: 03:50 Do Rich Founders Make Better Founders: How Backgrounds Shape You 06:23 Speed: Why are Incumbents Slower than Ever 10:00 Quality: Why are Incumbents Worse than Ever 25:34 Why Was Selling Drift For $1.2BN a Massive Failure 33:30 How Did a Cushy Culture Kill Drift 37:01 What They Never Tell You About Selling for $1.2BN 41:08 How to Hire F******* Rockstars 46:52 The Biggest Mistakes Founders Make in Hiring 54:52 Everything You Think You Know About Working Parents is Wrong 01:02:00 Quickfire  

With every new technology, there's a Kodak.. or Nokia.. For AI, that company is Chegg - a publicly traded, once highflying edtech company.We break down the story of Chegg, and distill four learnings for GTM leaders.(00:00) - Introduction (02:02) - The Role of AI in Our Show (05:34) - The Rise and Fall of Chegg (07:59) - Chegg's Business Model and COVID-19 Impact (13:44) - The ChatGPT Disruption (16:39) - The Resilient Business: Surviving Disruption (17:03) - AI's Impact on Incumbents (18:33) - The Innovator's Dilemma (20:29) - Opportunities for Change (21:38) - AI Disruption in Various Industries (24:05) - Strategies for Business Resilience (26:15) - The Importance of Diversification (27:50) - Facing the Reality of Disruption This episode is brought to you by by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com

Jake Saper is a General Partner @ Emergence Capital, one of the leading venture firms of the last 20 years. Their many wins include being early investors in Salesforce, Zoom, Veeva and more. In total, the firm has invested $2BN and returned an astonishing $8BN in cash with much more to come.  In Today's Episode We Discuss: 04:45 The Zoom Investment Story 10:21 Founder, Market, Traction: Rank Them 26:37 Why Market Pull is the Most Important Thing and How to Know 27:23 Are the Best Deals Always Expensive? 28:25 What is the One Framework Emergence Use for Every Investment 29:08 Lessons from the 16x DPI Zoom Fund 30:44 Why Does Every Partner Do Reference Calls on Every Deal? 35:16 We Have Lied to SaaS Founders: The Revenue Rules Changed 37:53 Where Will Value Accrue in a World of AI?  41:37 Three Reasons Why AI Will Not Replace Vertical SaaS 46:38 Who Wins in AI: Startups or Incumbents? 50:09 Why Should Every Company Aim to Be a “Board Discussion” 55:12 Why is Jake Worried About AI's FTX Moment? 56:00 What Losing Billions on Salesforce Taught Us About Selling 01:00:07 Why Most VC Partnerships are Broken 01:03:07 Grok vs Anthropic vs OpenAI: Buy and Sell? 01:14:25 Quickfire Round: Insights and Reflections  

Yamini Rangan, CEO of HubSpot (a $40 billion leader in the CRM space) shares how AI is transforming go-to-market strategies, the key lessons Yamini has learned as a first-time CEO, and the sales tactics she's mastered.She also discusses the challenges of navigating major business pivots, including how companies can successfully transition into AI-first businesses and what it takes to stay competitive in an evolving landscape.(00:00) Intro(00:56) Yamini Rangan's Background and Career Journey(02:33) Joining HubSpot and Early Challenges(03:49) Transition to CEO and Leadership Insights(07:33) Strategic Planning and Long-Term Vision(15:15) AI Transformation and Product Innovation(18:57) AI's Impact on CRM and Future Prospects(28:51) Content Strategy and Customer Engagement(37:34) Contextual AI Features for Better Usage(38:13) Human Expectations and AI(39:36) AI in Daily Productivity(42:54) The Art and Science of Sales(51:05) The Role of Curiosity and Resilience in Sales(53:23) Evolving Company Culture(55:27) Leadership Style and Management Lessons(58:27) Scaling Startups: Lessons from Workday(01:02:54) The Future of AI and Incumbents(01:14:10) Concluding Thoughts Executive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

When we think of weak democracies around the world, we often think of their inability to maintain a monopoly on violence because of challenges outside the state – like militias, rebel groups, criminal gangs, and other external, violent organizations. But sometimes it's actors deeply intertwined with the state – like political parties – who are engaging in the violence. Sometimes, the call is coming from inside the house.Our guest today, Niloufer Siddiqui, an Associate Professor of Political Science at the University at Albany - State University of New York, shares with us insights from her award-winning book Under the Gun: Political Parties and Violence in Pakistan. Exploiting subnational variation within the country, Niloufer asks why Pakistani political parties use violence to achieve their goals in some political contexts but not in others. And when they do strategically decide to use violence, when do they take care of things “in house,” having party cadres carry out violent actions and when do they outsource their “dirty work” to other groups, like gangs and militias?Examining the behavior of several political parties across multiple provinces, Niloufer explains how electoral and economic incentives, the structure of ethnic cleavages, and organizational strength factor into parties' decisions about whether to use violence – and, if so, whether to outsource it or do it themselves. We talk with Niloufer about how she gets at these dynamics by triangulating among survey experiments conducted with voters and elected politicians; about 150 interviews with party officials, journalists, civil society, and police and intelligence officers; and focus groups with party members and voters. Niloufer also tells us how, in doing this work, her own identity as a Muhajir woman gave her special access to one of the major parties she writes about, the MQM party, particularly the female members of the party. Lastly, we take a step back and talk with Niloufer about the ethical implications of her study. We ask her whether, in a fragile democracy like Pakistan, there's some risk in exposing and calling attention to the violent nature of political parties. Might doing so serve to undermine public confidence in the democratic project? Could one unintended consequence of research on democracy's shortcomings be to give actors like the military a convenient excuse to sweep in and push elected politicians aside? Works cited in this episodeBrass, Paul R. The production of Hindu-Muslim violence in contemporary India. University of Washington Press, 2011.Brubaker, Rogers, and David D. Laitin. “Ethnic and Nationalist Violence.” Annual Review of Sociology 24 (1998): 423-452Graham, Matthew H., and Milan W. Svolik. "Democracy in America? Partisanship, polarization, and the robustness of support for democracy in the United States." American Political Science Review 114, no. 2 (2020): 392-409.Kalyvas, Stathis N. "The ontology of “political violence”: action and identity in civil wars." Perspectives on politics 1, no. 3 (2003): 475-494.Milan W. Svolik (2020), "When Polarization Trumps Civic Virtue: Partisan Conflict and the Subversion of Democracy by Incumbents", Quarterly Journal of Political Science: Vol. 15: No. 1, pp 3-31Wilkinson, Steven. Votes and violence: Electoral competition and ethnic riots in India. Cambridge University Press, 2006.

On this episode: In some analyses, 2024 was called the year of the challenger, with a variety of global elections seeing prominent leaders, incumbents, or establishment figures lose. Here at  Ballotpedia, we talk often about state legislative elections, which shape governance at the most fundamental level. And in 2024, state legislative elections saw much of what we have seen over the past few decades - the year of the incumbent, with more than 90% of incumbents winning re-election. In 2024, we saw —303 in total across 44 states. This was the fewest incumbent defeats in any even year since 2016 — but, it also happened to be the second consecutive election cycle where more incumbents were defeated in primaries than in general elections.  So what does this say about the shifting dynamics within parties? And how do these losses impact legislative control and policy-making in key states? Read our analysis: https://ballotpedia.org/Incumbents_defeated_in_state_legislative_elections,_2024  Sign up for our Newsletters: https://ballotpedia.org/Ballotpedia_Email_Updates  Stream "On the Ballot" on Spotify or wherever you listen to podcasts. If you have questions, comments, or love for BP, feel free to reach out at ontheballot@ballotpedia.org or on X (formerly Twitter) @Ballotpedia. *On The Ballot is a conversational podcast featuring interviews with guests across the political spectrum. The views and opinions expressed by them are solely their own and are not representative of the views of the host or Ballotpedia as a whole.

The I Love CVille Show headlines: What Are Local Incumbents Not Being Contested? Trump Tariffs May Impact Local Housing Market UVA Shooter Sentencing Delayed Until November UVA Shooter Report Also Delayed Without Reason VA Religious Homeschool Exemption – Good Or Bad? Rent Caps Or Rental Assistance? Is One Better? Should Scottsville Dissolve Town Status? Hoos Earn Best Road Win Of Year Vs Pittsburgh Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Facebook, Instagram, Twitter, LinkedIn, iTunes, Apple Podcast, YouTube, Spotify, Fountain, Amazon Music, Audible, Rumble and iLoveCVille.com.

The Unsolicited Feedback podcast is back for a season 3. We kicked off episode 1 with Casey Winters going deeper on Product Market Fit Collapse. In this episode we discuss: Unlike previous tech shifts (mobile, internet), AI is causing exponential rather than linear increases in customer expectations The speed of both capability advancement and consumer adoption is unprecedented Competition is coming from all directions simultaneously. Incumbents are heavily invested and moving quickly. New startups are emerging. Foundation model companies are expanding rapidly Infrastructure and tooling are evolving weekly, making it hard to pick the right stack And as a result of these things: Traditional "disruption playbooks" may not work - this isn't classic low-end disruption Companies need to consider more radical self-disruption rather than gradual evolution The error rate on predicting winners is extremely high, even among experts M&A strategies are shifting where companies are acquiring AI-native leadership (e.g., Grammarly/Coda, Snowflake/Neva). Focus on acquiring both capabilities and adjacent use cases. More product-capability acquisitions vs. pure talent acquisitions In the end, even successful companies with strong product-market fit are vulnerable of getting side swiped.Check out more from Unsolicited Feedback! https://www.unsolicitedfeedback.co/ Reforge Insight Analytics https://reforge.com/insight-analytics Product Strategy Courses https://www.reforge.com/courses/product-strategy/details https://www.reforge.com/courses/ai-strategy/details

Interview recorded - 16th of January, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Bianco. Jim is the is President and Macro Strategist at Bianco Research, L.L.C.During our conversation we spoke about the increasing volatility in the markets, what this means for the FED, why their first cut was a mistake, the dollar wrecking ball, Chinese desperation, Scott Bessent and more. I hope you enjoy!0:00 - Introduction1:29 - Increased volatility3:26 - FED cut mistake5:56 - Issue with duel mandate8:26 - FED to pause?10:43 - Dollar wrecking ball12:40 - China is desperate16:41 - Japanification of China?18:51 - Risk of increasing rates?21:41 - Combination of monetary & fiscal policy23:36 - Incumbents getting voted out25:36 - Yields coming back down?29:16 - Yellen dampened long-term yields?32:26 - Scott Bessent make changes?35:46 - Monroe doctrine37:26 - What does this mean for markets?43:46 - The market is overvalued46:16 - US sucking global liquidity52:15 - One message to takeaway?Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim's commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).Jim Bianco: Research: https://www.biancoresearch.com/visitor-home/ETF: https://www.biancoadvisors.com/X: https://twitter.com/intent/follow?screen_name=biancoresearch&tw_p=followbuttonLinkedIn: https://www.linkedin.com/in/james-bianco-117619152/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

The I Love CVille Show headlines: News You Should Be Talking About Right Now Besides Incumbents, No One Running For Council January Is New Spring Market For Home Sales Rock Revolution Climbing Gym Opening In '25 CVille Smash Indoor Pickleball Facility Opening '25 Goldman Sachs Launches AI Assistant For Employees Verve Apartments: 729K+ SQF, 463 Apts, 1332 Beds Mitch Korte, Executive VP Development, On 1/22 Boston College at UVA (-9.5), 7 PM Tonight, ACCN The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Facebook, Instagram, Twitter, LinkedIn, iTunes, Apple Podcast, YouTube, Spotify, Fountain, Amazon Music, Audible, Rumble and iLoveCVille.com.

In this Q4 2024 recap episode of Making Markets, Eric and Matt examine how markets defied bearish expectations, with the S&P 500 up 23% and Bitcoin surging 150%. Eric provides insight into Bitcoin's growing institutional adoption, particularly focusing on BlackRock's record-breaking Bitcoin ETF launch and its implications for the broader crypto market. He analyzes the impact of AI on markets and businesses, suggesting that while the technology is transformative, current valuations may be getting ahead of reality. The conversation explores changes in the regulatory landscape, particularly examining how tech industry leaders are increasingly taking on government roles. Eric wraps with observations about the evolving venture capital environment and startup culture, reflecting on how remote work has transformed the business landscape. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:04) Fourth Quarter and Full Year Recap (00:04:49) Market Predictions for 2025 (00:09:34) Volatility and Market Dynamics (00:12:31) Crypto Market Insights (00:18:13) Bitcoin's Institutionalization (00:22:25) The Momentum of Major Players in Crypto (00:22:56) Challenges in Overhauling Archaic Systems (00:24:05) The Role of Incumbents in Crypto Disruption (00:25:25) Regulatory Changes and Their Impact (00:25:52) Elon Musk's Influence and Style (00:27:24) The Intersection of Technology and Regulation (00:33:30) AI's Role and Future in Business (00:37:08) The Reality of Being a Founder Today (00:40:49) The Future of Work and Mental Health Learn more about your ad choices. Visit megaphone.fm/adchoices

In 2024, voters in more than 60 countries went to the polls in what's believed to be the biggest year for elections in history. This year it's Australia's turn and if we follow the voting trends of other nations, we'll either kick Anthony Albanese's Labor party out of office or come close to it. That's because there's a big movement, particularly in western democracies against incumbent governments.Today, Mark Kenny from the Australian Studies Institute at the Australian National University explains the major shift in voting patterns. He highlights how the post-pandemic economic struggles and rising distrust in democratic institutions are driving voters to seek change.Mark Kenny warns of the potential long-term implications for democratic stability if current trends continue. He says a lot of voters feel betrayed by their governments and there is a factual basis to the sense of umbrage felt by citizens towards their governments. Featured: Mark Kenny, director of the Australian Studies Institute at the Australian National University and host of ‘Democracy Sausage' podcastKey Topics:2024 global electionsAustralian federal election 2025Anthony AlbaneseLabor partyPeter DuttonLiberal partyNational partyVoting trendsIncumbent governmentsPopulist movementsCost of living crisisPublic trust in government

Remember Salesforce and Seibel? Well. We're about to see a lot of similar things happen thanks to AI.In today's episode, we discuss how AI is eating software - who's already being disrupted, and what a moat looks like now.(00:00) - Introduction (04:47) - AI's Impact on Software (08:34) - Understanding AI Agents (13:50) - AI's Role in Business Processes (18:16) - Challenges in AI Adoption (25:19) - The Rise of AI in Software Development (26:01) - The Importance of Smaller Models and Data (28:12) - The Role of Memory in AI (29:54) - Knowledge Graphs and Their Impact (31:08) - Customer Success and AI (33:12) - Navigating AI for Incumbents (38:27) - The Future of AI-Driven Companies (42:34) - Practical Tips for AI Integration This episode is brought to you by by Fullcast, the only AI-powered platform that streamlines your entire sales lifecycle — from plan to pay. With modules like territory and quota management, routing, and capacity planning, Fullcast adapts to your unique needs — whether you need one solution or an all-in-one platform.Ready to see the difference? Visit Fullcast.com and mention the Revenue Formula Podcast to unlock an exclusive premium gift, just for listeners!Never miss a new episode, join our newsletter on revenueformula.substack.com

In this episode of the AI + a16z podcast, Decagon cofounder/CEO Jesse Zhang and a16z partner Kimberly Tan discuss how LLMs are reshaping customer support, the strong market demand for AI agents, and how AI agents give startups a a new pricing model to help disrupt incumbents.Here's an excerpt of Jesse explaining how conversation-based pricing can win over customers who are used to traditional seat-based pricing:"Our view on this is that, in the past, software is based per seat because it's roughly scaled based on the number of people that can take advantage of the software."With most AI agents, the value . . . doesn't really scale in terms of the number of people that are maintaining it; it's just the amount of work output. . . . The pricing that you want to provide has to be a model where the more work you do, the more that gets paid.  "So for us, there's two obvious ways to do that: you can pay per conversation, or you can pay per resolution. One fun learning for us has been that most people have opted into the per-conversation model . . .  It just creates a lot more simplicity and predictability.. . ."It's a little bit tricky for incumbents if they're trying to launch agents because it just cannibalizes their seat-based model. . . . Incumbents have less risk tolerance, naturally, because they have a ton of customers. And if they're iterating quickly and something doesn't go well, that's a big loss for them. Whereas, younger companies can always iterate a lot faster, and the iteration process just inherently leads to better product. . .  "We always want to pride ourselves on shipping speed, quality of the product, and just how hardcore our team is in terms of delivering things."Learn more:RIP to RPA: The Rise of Intelligent AutomationBig Ideas in Tech for 2025Follow everyone on X:Jesse ZhangKimberly TanDerrick Harris Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.

In this 20-min podcast: -With incumbent re-election rates consistently above 96%, USTL President Philip Blumel reminds us we will not have real, competitive elections until we have Term Limits! -Sen. Mike Braun of Indiana gives his farewell address and reveals the reason he is leaving Congress. -The number of U.S. Term Limits Pledge Signers continues to grow on Capitol Hill as does pressure for Congressional Term Limits via Article Five. -Sen. Bernie Sanders suggests his time in office is short and two other distinguished members of Congress take geriatric fall damage as the sands of time run out on the old guard. Stay up to date on the latest Term Limits news! Subscribe for free on Apple Podcasts, Spotify, or wherever you listen to podcasts. You can shop for hats, t-shirts, bumper stickers, and more at http://termlimits.com/store Has your local state Representative or Senator committed themselves to defend Term Limits? See if they are listed, and if not, ask them to sign the pledge at http://termlimits.com/pledge Help U.S. Term Limits fight to place TERM LIMITS on all members of Congress by donating at http://termlimits.com/donate. We will not stop until TERM LIMITS is enacted on ALL members of Congress, NOT JUST THE PRESIDENT!! To check on the status of the Term Limits movement in your state, go to http://termlimits.com/TakeAction

The Syrian Civil War has reignited, with rebel forces pushing farther into President Bashar al-Assad's territory. Scott Peterson looks at how Iran can help the Syrian president amidst a host of other regional issues. Also in today's package, the powerful and intimate nature of radio to handle Malawian taboos, 2024 being both The Year of Elections and the Bonfire of the Incumbents, and a construction company's next generation modular construction method. Join the Monitor's Clay Collins and Stephen Humphries for today's news. You can also visit csmonitor.com/daily for more information.

In this Thanksgiving week installment of the 538 Politics podcast, the crew sits down for a three-course discussion. First, a new poll suggests that economic sentiment data might be even more warped by partisanship than we thought. After that, it's another round of "Buy, Sell, Hold." Will the Senate confirm Tulsi Gabbard as director of national intelligence? Will President-elect Donald Trump pardon himself? Finally, the crew considers whether 2024 will go down as the death knell of the incumbent advantage. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Chas & Dr Dave AND Guest PEPcaster Richard Cooke discuss Christmas For Arseholes, 1-D Pin-The-Tail-On-The-Donkey, and SMELL THE MUSK! 0:00 - Introducing: Dr Dave, Richard Cooke; 3:29 - Grateful (Test Cricket, René Magritte, Onion's Infowars);10:29 - Correspondence (Pronunciations, Bluesky, Left-wing Rogan, Lower Level Dems, Dave-Related, Shamir, Allergic Cats); 31:12 - Election Numbers Update; 33:43 - Trump's Appointments; 45:36 - RFK (HHS); 1:16:57 - Matt Gaetz Pulls Out; 1:39:22 - Tulsi Gabbard (DNI); 1:49:37 - The Dawn of Thune; 1:55:55 - More Senate Recess Appointments & Vacancies Act: 2:02:44 - Smell The Musk!; 2:18:04 - Musk (A Man Of History?); 2:30:06 - Musk (Why Supporting Trump?); 2:39:01 - Musk: (Effective Altruism, Musk Running Discourse, Russian Links); 2:56:45 - Musk (Illegal Immigrant?); 3:02:20 - Musk (The Trump Relationship); 3:07:51 - Mass Deportations; 3:13:39 - Unleashed (Trump Breaking Taboos) 3:19:45 - Stats Nugget (Kidney Dialysis); 3:20:58 - Unleashed (More DOGE); 3:24:26 - Unleashed (Other Nominees); 3:57:48 - Unleashed (Correspondence: Clark County, Incumbents, Midterms, Sexism, Recession, Deportations, Doom Cycle, Military Firings, Hamilton); SHOW NOTES/HOMEWORK: *James Dale Davidson and William Rees-Mogg - The Sovereign Individual *Richard Cooke - Dark Star https://www.amazon.com.au/Dark-Star-Political-Turning-Quarterly-ebook/dp/B0CSJ431YD   

AP correspondent Karen Chammas reports on election trends around the world in 2024.

It's clear Republicans have enough seats to maintain their majority in the House of Representatives – barely – and once again a few seats in California are still too close to call with thousands of ballots left to be counted. Democrats have picked up at least one seat in California and could possibly grab a few more, but even if the outstanding races all go their way, they'll still be stuck in the minority for at least two more years. Scott, Marisa and Guy about what happened there and ask the question of how to know when it's time to retire. The line between honorable public service and just hanging around too long can be a subtle one. This discussion comes amid rumors that 78-year-old Oakland Congress member Barbara Lee is considering a run for mayor. Learn more about your ad choices. Visit megaphone.fm/adchoices

No, says Bradley, but in this environment of social-media-fueled anger and discontent, they have to be open to difficult feedback, be honest with themselves and voters about where they've fallen short and show people just how hard they're willing to work. Plus, Bradley floats an idea for protecting Jews around the world from attacks like the ones we saw last week in Amsterdam. It's time to meet anti-Semitism head-on.This episode was taped at P&T Knitwear at 180 Orchard Street — New York City's only free podcast recording studio.Send us an email with your thoughts on today's episode: info@firewall.media.Subscribe to Bradley's weekly newsletter, follow Bradley on Linkedin + Substack + YouTube, be sure to order his new book, Vote With Your Phone.

AP correspondent Julie Walker reports Democrat Jacky Rosen wins reelection to U.S. Senate from Nevada.

This is one of those times when you're better off observing your own behavior than listening to the "so-called" experts. After all, this election season so much is at stake in how we perceive the economy. One of the main factors in any election is whether our elected representatives have promoted economic growth. Incumbents nationwide always tout the current situation as "the best economy ever."

This is one of those times when you're better off observing your own behavior than listening to the "so-called" experts. After all, this election season so much is at stake in how we perceive the economy. One of the main factors in any election is whether our elected representatives have promoted economic growth. Incumbents nationwide always tout the current situation as "the best economy ever."

This is one of those times when you're better off observing your own behavior than listening to the "so-called" experts. After all, this election season so much is at stake in how we perceive the economy. One of the main factors in any election is whether our elected representatives have promoted economic growth. Incumbents nationwide always tout the current situation as "the best economy ever."

This is one of those times when you're better off observing your own behavior than listening to the "so-called" experts. After all, this election season so much is at stake in how we perceive the economy. One of the main factors in any election is whether our elected representatives have promoted economic growth. Incumbents nationwide always tout the current situation as "the best economy ever."

Incumbents in all three provinces that voted in October took their licks, but David Eby in British Columbia and Scott Moe in Saskatchewan managed to secure re-election. That wasn't the case for Blaine Higgs in New Brunswick, who lost not only the premier's chair but his own seat.What happened in these three provincial campaigns — and what lessons might be drawn out of them as Justin Trudeau, Pierre Poilievre and Jagmeet Singh prepare for the upcoming federal election?The Pollster Panel is back on The Writ Podcast to provide their perspectives.Dan Arnold, chief strategy officer at Pollara, was director of research and advertising in Justin Trudeau's prime minister's office and was the Liberals' pollster during the last three federal election campaigns.Andrew Enns is executive vice-president at Léger. He conducted polling for the Conservatives in Stephen Harper's last three campaigns and has polled for provincial conservative parties across Canada.James Valcke is director of research and strategy at Viewpoints Research, which has polled for the NDP in elections across the country. He has worked on various central campaigns, including Jack Layton's breakthrough 2011 election.THE NUMBERS: The podcast is now available for everyone every week, so if you missed this week's episode, in which we dive into the Saskatchewan election results as well as the latest federal polls, you can watch it on YouTube here or find it in your favourite podcasting app. If you'd like to become a member of the Patreon and listen to the weekly mailbag episode, as well as a special episode every month, you can join the Patreon here.In addition to listening to this episode of The Writ Podcast in your inbox, at TheWrit.ca or on podcast apps like Apple Podcasts, you can also watch this episode on YouTube. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thewrit.ca/subscribe

Americans will finish voting Tuesday, although it remains unclear when a winner will be declared in the presidential race. It's a more low-key election in Rhode Island, where the race for mayor of Cranston is among the top races. But a close vote is expected on ballot Question 1, which could set the stage for Rhode Island to hold its first constitutional convention since 1986. And next week's election is a prelude to 2026, when Rhode Islanders will vote for governor and other statewide offices. So what do the current political headwinds mean for Governor Dan McKee? How would a Trump administration affect Rhode Island? And even if the state does stage a constitutional convention, would it make a real difference? This week on Political Roundtable, we have an in-depth election preview with two fellow political reporters, senior reporter with the Rhode Island Current Nancy Lavin and politics editor for WPRI-TV, Channel 12, Ted Nesi.

Roll Call looked under every nook, cranny and poll to round off the Most Vulnerable Incumbents lists for the 2024 cycle. Find out how and why who got where! Learn more about your ad choices. Visit megaphone.fm/adchoices

Roll Call looked under every nook, cranny and poll to round off the Most Vulnerable Incumbents lists for the 2024 cycle. Find out how and why who got where! Learn more about your ad choices. Visit megaphone.fm/adchoices

Hosts @kevingibbon (Shyp, Airhouse) @sm (Winnie)

Mamoon Hamid is a General Partner @ Kleiner Perkins and one of the greatest venture investors of our time. In the past, Mamoon has led rounds in Figma, Slack, Rippling, Intercom, Glean and Box. Prior to joining Kleiner Perkins, Mamoon was a Co-Founder of Social Capital, and prior to that a Partner at U.S. Venture Partners (USVP).  In Today's Episode with Mamoon Hamid We Discuss:  1. The Greatest Venture Deal of All Time: Figma or Slack: What is Mamoon's highest returning deal? What did Mamoon see in Dylan and Figma when they had no revenue and very little user data? What compelled Mamoon to write Stewart the check with Slack? What did he not see with Slack that he should have seen? 2. Taking Control of the Great Brand in Venture: Kleiner Perkins: Is it true that Kleiner approached Mamoon and gave him the keys to the Kleiner kingdom? How did it go down? Will Kleiner go back to having multiple products, large growth funds, international funds? What does Mamoon want Kleiner to be in 5 years? What was the hardest element of the transition into Kleiner? What did Mamoon not know that he wishes he had known? 3. Becoming a Generational Defining Investor: Market, founder, product, how does Mamoon rank them 1-3? How has Mamoon changed most significantly as an investor? What does he know now that he wishes he had known when he became a VC 19 years ago? What is his biggest loss? How did it shape his mindset and go forward investing approach? 4. AI Supercycle: The Greatest Time to Invest Where does Mamoon believe the value will accrue in this wave of AI? Where are many investors spending a lot of time but Mamoon believes is not worthy of that time?  Will scaling laws continue? Have we ever seen an incumbent set spend like this incumbent class? How does that change the game for VCs?    

Today's teacher is Rich Wong, general partner at renowned venture firm Accel. Rich is a very special investor and leader, and he spent many years as an operator prior to his time in VC. What was going to be a short stint as a venture operating partner nearly 20 years ago turned into a defining pivot for Rich. He not only quickly reached the top of the venture profession but also became the go-to investor for many luminary companies, such as Atlassian, UiPath, AdMob, Checkr, Rovio, Service Channel, and many many more.  His range of interests spans beyond venture, and he's very involved in many of the leading university-based poverty alleviation labs. It's always a treasure for us to find someone who integrates so many facets of life in service of others. Please enjoy our class with Rich Wong. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by EightSleep, the temperature-controlled mattress cover that heats or cools your mattress to transform your sleep. The Pod 4 Ultra is the new gold standard in intelligent sleep systems. It can be added to your current mattress like a fitted sheet and is been clinically proven to give you up to an hour more quality of sleep every night. The cooling capability can cool your side of the bed to 20 degrees below room temperature, all managed by the pod's autopilot feature, which adjusts the temperature throughout the night. Go to eightsleep.com/joys for $350 off.  ----- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes.  Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick | @PaulBuser | @JoinColossus Show Notes (00:00:00) Welcome to the Joys of Compounding (00:04:41) The Atlassian Chase Story (00:07:41) Bootstrapping and Venture Capital (00:18:10) Excel's Founding and Evolution (00:22:14) Rich Wong's Early Influences (00:24:42) Becoming an Accidental Venture Capitalist (00:31:39) Excel's Team Dynamics and Investment Strategies (00:38:28) The Evolution of Mobility and AI (00:39:58) Bottom-Up Innovation and Defense Technology (00:41:25) AI's Role in Incumbents vs. Startups (00:44:53) Service Channel Case Study (00:47:58) Capital Efficiency and Indigestion (00:51:04) The Role of Grit and Overfunding (00:55:29) Venture Capital Ecosystem and Returns (01:04:03) Public Policy and Poverty Solutions (01:11:43) Balancing Career and Personal Life (01:15:37) How Rich Wants His Life To Be Measured

Connecticut incumbent Democrats are far outspending and raising more money than their challengers. Former Congressman Lee Zeldin urges Long Islanders to vote ‘no' on New York's Equal Rights Amendment. Plus, a new program helping veterans run for office.

Preview: Oil: Conversation with colleague Elizabeth Peek of Fox News regarding the moderating price of oil and the boost this gives to the incumbents in an election cycle. More later. 1926 California at Huntingdon Beach 

Day 3 of the Democratic National Convention is underway on Wednesday in Chicago, with Gov. Tim Walz (D-Minnesota) set to deliver his keynote speech and officially accept his vice presidential nomination. Other speakers include former President Bill Clinton and former House Speaker Nancy Pelosi.Florida, Alaska, and Wyoming held primary elections on Tuesday. All incumbents in Florida and Wyoming seeking reelection advanced to the general election. In Alaska, GOP House hopefuls vowed to not target each other in the ranked-vote general election race to unseat Rep. Mary Peltola (D-Alaska).Russia's foreign ministry said Ukraine's cross-border incursion into its Kursk region has ended all hopes of peace talks. As Ukrainian forces advance in Kursk, Russian troops are closing in on Ukraine's eastern region.

Alexa von Tobel of Inspired Capital joins Nick to discuss ID'ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts. In this episode we cover: Support Innovative Companies Addressing Societal Problems Investing in Structurally Broken Markets AI Adoption, Future of Work, and Potential Job Automation AI Value Distribution, Incumbents Vs. Startups, and M&A Challenges Future of FinTech and Reimagining Products Investment Strategy in Uncertain Macro Environment Guest Links: LinkedIn X Inspired Capital The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!