Podcasts about Infra

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Best podcasts about Infra

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Latest podcast episodes about Infra

This Week in Pre-IPO Stocks
E235: Kalshi fields $10B+ valuation offers post-$5B raise; Crusoe $1.38B raise at $10B+ valuation fuels AI infra expansion; Redwood Materials $350M Series E at $6B valuation boosts battery recycling; OpenEvidence $200M Series C at $6B valuation drives med

This Week in Pre-IPO Stocks

Play Episode Listen Later Oct 24, 2025 15:02


Send us a text00:00 - Intro00:07 - Kalshi Fields $10B+ Valuation Offers Post-$5B Raise01:12 - Crusoe $1.38B Raise at $10B+ Valuation Fuels AI Infra Expansion02:31 - Redwood Materials $350M Series E at $6B Valuation Boosts Battery Recycling04:04 - OpenEvidence $200M Series C at $6B Valuation Drives Medical AI Adoption05:35 - Cohere $7B Tender Offer Amid $150M ARR Enterprise LLM Growth06:40 - Synthesia $4B GV-Led Round Talks Post-Adobe $3B Acquisition Bid08:05 - Suno $100M+ Raise at $2B+ Valuation in AI Music Surge09:04 - Anduril Acquires AIRS to Bolster Multi-Domain Infrared Sensing10:13 - Revolut Mexico Banking Launch Amid $4B Revenue Expansion11:18 - X Launches Inactive Handle Marketplace for Premium Monetization12:10 - Anthropic Tens of Billions Google TPU Deal Expands Compute Footprint13:08 - OpenAI $15B Wisconsin Data Center Partnership with Oracle14:17 - OpenAI Acquires Sky AI Mac Interface Team in Consumer Push

The IJGlobal Podcast
Infra Dig – APAC in focus with Aquila

The IJGlobal Podcast

Play Episode Listen Later Oct 17, 2025 25:31


With IJGlobal's Asia Pacific conference one month away, the timing's perfect for a focus on renewable energy across the region.  Singapore-based Achal Sondhi – chief investment officer at Aquila Clean Energy – speaks to IJGlobal editorial director Angus Leslie Melville for this latest episode.  With a strong leaning towards solar PV and battery energy storage systems (BESS) and a healthy sprinkling of onshore wind farms, this latest episode serves as an excellent intro for the APAC conference.  IJGlobal is hosting the Infrastructure Finance Forum: Asia 2025 on 18 and 19 November (2025) at The Westin Singapore, followed after the second day with our awards night for regional ESG activity as well as M&A across infrastructure and energy.  To learn more about the conference, CLICK HERE… 

Cloud Wars Live with Bob Evans
Oracle's CEOs: AI, Data, Infra Drive Great Business Outcomes

Cloud Wars Live with Bob Evans

Play Episode Listen Later Oct 15, 2025 5:13


In today's Cloud Wars Minute, sponsored by CLOUDVICE, I explore how Oracle's new CEOs, Mike Sicilia and Clay Magouyrk, are steering the company deeper into the AI revolutionHighlights00:00 — Today's episode is brought to you by CloudVice, winner of the 2025 Oracle North America Technology and Cloud AI Innovation Partner Award. “We're honored to receive the 2025 Oracle North America Technology & Cloud AI Innovation Partner Award, a recognition that underscores CLOUDVICE's unwavering commitment to advancing enterprise AI on Oracle Cloud,” said Jaison Correya, CEO of CLOUDVICE. “This achievement reflects the breakthrough projects and real-world transformations we've delivered with Oracle — and at Oracle AI World 2025, we took that vision even further by unveiling CORX, our next-generation platform where AI thinks, Cloud scales, Blockchain verifies, and Robotics acts. It represents the next leap in intelligent automation and the future of real-world autonomy."00:25 — So, we're beginning to hear the strategies Oracle's two new CEOs are taking. That's Mike Sicilia and Clay Magouyrk. It's clear they think that Oracle's supremacy in data and infrastructure is going to make them successful in AI — to the point that their main focus is: how do we drive great customer outcomes using AI services?01:20 — And Oracle's plan, which they've been talking about a little bit and will unveil this week in much more detail, is that while LLMs currently work with public internet data, they're going to make available — very securely, privately, and with all requisite compliance — enterprise data that also can be accessed by those LLMs.02:21 — Clay Magouyrk talked a bit about the work Oracle has done to reach the point where its infrastructure is seen as superior. Magouyrk said that inside Oracle, the idea came up — “What if we shrunk the cloud down to a very tiny size? Could we get better performance, and could we give more deployment options to customers?” — it turned out that was exactly the case.03:28 — This week at Oracle AI World, they're going to introduce a new cloud bundle that has three racks — from 40 to three. Also, the stunning multicloud agreements that Oracle has reached with other hyperscalers — Microsoft, Google Cloud, and AWS — mean that those three competitors of Oracle sell the Oracle Database to their customers through their own clouds.04:21 — Because for all the things Oracle has done in its first 48 or 49 years, the next five years, triggered by all these changes we've just described, are going to be very different. Sicilia said, “One of the things you can count on as we move forward into those next five years is that we are currently, at Oracle, taking a very different approach.” Visit Cloud Wars for more.

Unchained
The Chopping Block: Inside the $19B+ Perp Crash, ADL Explained, Binance's USDe/Staked-Token Depeg, and the Hyperliquid Whale Debate

Unchained

Play Episode Listen Later Oct 14, 2025 58:17


Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Doug Colkitt, Founder Ambient Finance & Founding Contributor at Fogo, joins us as one of the wildest weekends in crypto history drags us back on air: a record $19B+ in liquidations, gas spiking toward $400, exchange APIs wobbling, and ADL ripping through perps as hedges vanished. We unpack what ADL actually does, why delta-neutral farmers got nuked, and how Binance's USDe and staked ETH/SOL pegs snapped amid index design and mint/redeem gaps—followed by refunds. We get into HLP vs. LLP (vaults vs. winning traders), the Hyperliquid “whale” short ahead of the tariff tweet, cross-margin reflexivity that torched alts, and why market makers wore outsized pain. Then we zoom out to infra: sequencers, force-inclusion in practice, and the case for on-chain clearing plus real insurance funds before the next Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.   Show highlights

Unchained
The Chopping Block: Inside the $19B+ Perp Crash, ADL Explained, Binance's USDe/Staked-Token Depeg, and the Hyperliquid Whale Debate

Unchained

Play Episode Listen Later Oct 14, 2025 58:17


Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Doug Colkitt, Founder Ambient Finance & Founding Contributor at Fogo, joins us as one of the wildest weekends in crypto history drags us back on air: a record $19B+ in liquidations, gas spiking toward $400, exchange APIs wobbling, and ADL ripping through perps as hedges vanished. We unpack what ADL actually does, why delta-neutral farmers got nuked, and how Binance's USDe and staked ETH/SOL pegs snapped amid index design and mint/redeem gaps—followed by refunds. We get into HLP vs. LLP (vaults vs. winning traders), the Hyperliquid “whale” short ahead of the tariff tweet, cross-margin reflexivity that torched alts, and why market makers wore outsized pain. Then we zoom out to infra: sequencers, force-inclusion in practice, and the case for on-chain clearing plus real insurance funds before the next Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.   Show highlights

CBN Vitória - Entrevistas
Saiba quais são as infrações de trânsito mais flagradas pela Guarda de Vitória

CBN Vitória - Entrevistas

Play Episode Listen Later Oct 13, 2025 12:47


Estacionamento em local proibido, uso de celular ao volante, avanço de sinal vermelho e recusa do bafômetro. Esse é o "raio-X" das infrações de trânsito mais cometidas em Vitória, na Capital, de janeiro deste ano até a última sexta-feira (10), e que foram flagradas pela Guarda Municipal. Dirigir segurando, manuseando ou se utilizando de celular foram 3.062 multas. Avançar o sinal vermelho do semáforo 1.485 e recusar-se a ser submetido a teste alcoolemia, 850. Ao todo, Vitória registrou 57.555 infrações de trânsito de todos os tipos até a data de outubro de 2025. Em entrevista à CBN Vitória, o gerente de Trânsito da Guarda Municipal de Vitória, Marcelo Paraguassu Pires, fala sobre o assunto. Ouça a conversa completa!

The IJGlobal Podcast
Infra Dig – energising Africa with BII

The IJGlobal Podcast

Play Episode Listen Later Oct 10, 2025 27:32


The latest episode of Infra Dig – the IJGlobal podcast service – delves into the pressing need to invest in energy generation across the African continent.  IJGlobal editorial director Angus Leslie Melville talks to Iain Macaulay, director and head of project finance for Africa and Pakistan at British International Investment – the UK's development finance institution and impact investor.  The prompter for this latest episode is BII having worked alongside the African Development Bank (AfDB) and the European Bank for Reconstruction and Development (EBRD) on an impactful project in Egypt.  The three institutions were heavily involved in the financing of Scatec's Obelisk Solar PV Plant in Nagaa Hammadi, Egypt – the $600 million, 1.1GW solar park with 200MWh associated BESS.  Tune in for wide-ranging discussion on a hugely impactful transaction that will serve as a bellwether for future deals of this nature.  

The Pure Report
Databases!!! - Redefining Data Management for Infra & DBA Teams

The Pure Report

Play Episode Listen Later Oct 8, 2025 42:05


The Pure Report welcomes Anthony Nocentino, Sr. Principal Field Solution Architect, to delve into the future of databases and data management. This episode looks at the explosive growth of relational databases and the impact of SQL Server 2025, Oracle 23ai, and AI-driven demands. We explore how Pure Storage is not just keeping pace with database growth but actively simplifying management, scaling, and protection, moving beyond foundational support to offer operational freedom for DBAs and infrastructure teams. Anthony tackles the pressing challenges faced by database environments today, including fragmented storage infrastructure, manual provisioning, and the complexities of compliance, disaster recovery, and hybrid cloud strategies. Anthony sheds light on how these issues contribute to real-world burnout among DBAs and infra team members. The discussion will also cover the evolving roles of these professionals as they increasingly become platform performance engineers, cloud strategists, and data ops troubleshooters in a world of multiple database engines and unpredictable resource needs driven by AI workloads. Hear about how Pure's vision for the Enterprise Data Cloud connects to database operations, including key announcements from our Accelerate Vegas and NYC events. We dive into how Pure Fusion with workflow templates and Pure1 offers intelligent, AI-powered workload and resource management, automated policy-based provisioning, and a unified single control plane across on-prem, cloud, and hybrid environments. The episode also explores the implications for enterprise-ready storage with the FlashArray platform family, showcasing how products like FA//XL, FA//X, FA//C, and FA//ST simplify workload expansion and provide significant performance benefits. Finally, we'll get Anthony's "Hot Takes" on critical DBA tasks, dream fixes for database environments, and common myths he'd like to debunk, all while looking forward to Pure's presence at Oracle AI World.

ThePrint
CutTheClutter: Mumbai gets new airport & critical 33-km metro: A look at infra revolution in Mumbai & Maharashtra

ThePrint

Play Episode Listen Later Oct 8, 2025 27:25


CutTheClutter: Mumbai gets new airport & critical 33-km metro: A look at infra revolution in Mumbai & Maharashtra

Riding Unicorns
AI, Infra vs Apps & Spotting Red Herrings with Akash Bajwa, Principal @ Earlybird

Riding Unicorns

Play Episode Listen Later Oct 8, 2025 47:24


Akash Bajwa, Principal at Earlybird VC, one of Europe's longest-standing early-stage funds.Akash shares his journey into venture and how he helped launch Earlybird's London office, now a core hub for the firm. We dive into the state of AI investing, how to distinguish enduring companies from short-term hype, and what traits define the next wave of outlier founders.With experience backing companies like Briefcase (AI for accountants) and Spatial (3D generative AI), Akash offers a deep and practical perspective on both infrastructure and application-layer AI—and how to evaluate founder-market fit in the era of LLMs.In this episode, we discuss:

Moneycontrol Podcast
4844: Zepto nears $450 million funding, GCCs go all in on Indian AI talent, VCs onboard startup operators for sharper bets and why Bengaluru's startups are looking to move from ORR

Moneycontrol Podcast

Play Episode Listen Later Oct 1, 2025 7:41


In today's Tech3 from Moneycontrol, we cover quick commerce player Zepto's $450 million funding round led by US pension fund Calpers. Global Capability Centres in India are driving a 131% surge in AI hiring. We also explore startup operators moving to VC roles, Bengaluru's Outer Ring Road challenges pushing firms north, Infra.Market's Rs 5,000 crore IPO filing, and Bybit's India expansion.

Leveraging AI
227 | AI is now outperforming top human experts in coding & real-world tasks

Leveraging AI

Play Episode Listen Later Sep 27, 2025 64:49 Transcription Available


Check the self-paced AI Business Transformation course - https://multiplai.ai/self-paced-online-course/ What happens when AI not only matches but beats the best human minds?OpenAI and Google DeepMind just entered  and won the "Olympics of coding", outperforming every top university team in the world… using off-the-shelf models. Now, combine that with agents, robotics, and a trillion-dollar infrastructure arms race, and business as we know it is about to change — fast.In this Weekend News episode of Leveraging AI, Isar Meitis breaks down the real-world implications of AI's explosive progress on your workforce, your bottom line, and your industry's future.Whether you're leading digital transformation or trying to stay ahead of disruption, this episode delivers the insights you need — minus the fluff.In this session, you'll discover:01:12 – AI beats elite humans at coding using public models05:15 – OpenAI's GDP-VAL study: AI outperforms humans in 40–49% of real-world jobs12:56 – KPMG report: 42% of enterprises already deploy AI agents18:02 – Allianz warns: 15–20% of companies could vanish without AI adaptation29:22 – OpenAI + Nvidia announce $100B+ infrastructure build33:30 – Deutsche Bank: AI spending may be masking a U.S. recession43:15 – Sam Altman introduces “Pulse”: ChatGPT gets proactiveand more!About Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

The Manila Times Podcasts
NEWS: COA submits 4 more fraud audit reports to infra body | Sept. 27, 2025

The Manila Times Podcasts

Play Episode Listen Later Sep 26, 2025 4:13


NEWS: COA submits 4 more fraud audit reports to infra body | Sept. 27, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein #TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Stripe's Payments Foundation Model: How Data & Infra Create Compounding Advantage, w/ Emily Sands

Play Episode Listen Later Sep 25, 2025 81:09


Today, Emily Sands, head of data and AI at Stripe, joins The Cognitive Revolution to discuss how the company built a payments foundation model that processes tens of billions of transactions into dense embeddings, exploring the technical architecture behind fraud detection improvements and the modular approach that enables rapid deployment of AI across Stripe's $1.4 trillion payment network. Check out our sponsors: Google Gemini Notebook LM, Linear, AGNTCY, Claude, Oracle Cloud Infrastructure. Shownotes below brought to you by Notion AI Meeting Notes - try one month for free at: https://notion.com/lp/nathan Stripe's Scale: Processes $1.4 trillion annually, serving both small businesses and large enterprises (over half of Fortune 100 companies). "Business in a Box": There's emerging potential for AI to handle end-to-end business creation, including selection of third-party tools, payment providers, and other essential services. AI Company Partnerships: Two-thirds of the Forbes AI 50 companies already run on Stripe, as they focus on helping AI companies monetize effectively and scale globally. Sponsors: Google Gemini Notebook LM: Notebook LM is an AI-first tool that helps you make sense of complex information. Upload your documents and it instantly becomes a personal expert, helping you uncover insights and brainstorm new ideas at https://notebooklm.google.com Linear: Linear is the system for modern product development. Nearly every AI company you've heard of is using Linear to build products. Get 6 months of Linear Business for free at: https://linear.app/tcr AGNTCY: AGNTCY is dropping code, specs, and services.Visit AGNTCY.orgVisit Outshift Internet of Agents Claude: Claude is the AI collaborator that understands your entire workflow and thinks with you to tackle complex problems like coding and business strategy. Sign up and get 50% off your first three months of Claude Pro at https://claude.ai/tcr Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs. Try OCI for free with zero commitment at https://oracle.com/cognitive

The IJGlobal Podcast
Infra Dig – the US nuclear scene with Blue Energy

The IJGlobal Podcast

Play Episode Listen Later Sep 23, 2025 39:53


Less than a week before the start of IJGlobal's flagship energy conference – REFF North America – chat turns to nuclear energy with a company that has interesting plans.  IJGlobal editorial director Angus Leslie Melville pulls up a mic for the latest Infra Dig episode with Jake Jurewicz – chief executive at US-based nuclear developer Blue Energy.   Blue Energy is a particularly interesting company that is rethinking the delivery of small modular reactors (SMR) with a view to bringing project finance to the table.  Now there's a reason to tune in if ever there was one…   

Suravenir Podcast
Les investissements concrets du FCPR EPOPEE INFRA CLIMAT CO-INVEST I

Suravenir Podcast

Play Episode Listen Later Sep 23, 2025 3:54


Le FCPR EPOPEE INFRA CLIMAT CO-INVEST I est géré par Epopée Gestion Les supports non cotés permettent d'investir dans des entreprises ou des projets qui ne sont pas soumis aux fluctuations des marchés financiers et présentent un risque de perte en capital. Les performances passées ne préjugent pas des performances futures. Vie Plus, filière commerciale de Suravenir dédiée au CGP et courtiers : Tour Ariane – La Défense 9 – 5 place de la Pyramide – 92088 Paris La Défense Cedex. Suravenir, société anonyme à directoire et conseil de surveillance au capital entièrement libéré de 1 305 000 000 €. Siège social : 232, rue Général Paulet - BP 103 - 29802 Brest Cedex 9. Société mixte régie par le code des assurances. SIREN 330 033 127 RCS Brest. Société soumise au contrôle de l'Autorité de Contrôle Prudentiel et de Résolution (4, place de Budapest – CS 92459 – 75436 Paris cedex 9) EPOPEE GESTION, SAS, société par actions simplifiée, au capital social de 1327877.0 €, dont le siège social est situé au 110 Rue CHARLES NUNGESSER 29490 GUIPAVAS, immatriculée au Registre du Commerce et des Sociétés sous le numéro 888655404. Document publicitaire dépourvu de valeur contractuelle Pour en savoir plus sur les engagements des sociétés, consultez leur site internet ou référez-vous à la brochure gamme Tremplin. Retrouvez les informations publiées en application du règlement européen dit « SFDR » : reglementaire-priips.suravenir.fr

Moneycontrol Podcast
4819: IndiaAI picks IIT Bombay, TechM, Fractal, others for sovereign AI models, Nikhil Kamath leads Infra. Market's Rs 730 crore round and Gameskraft hit by layoffs | MC Tech3

Moneycontrol Podcast

Play Episode Listen Later Sep 18, 2025 6:43


In today's Tech3 from Moneycontrol, we unpack India's big AI push as the government selects eight new players, including IIT Bombay, Tech Mahindra, and Fractal, to build sovereign Large Language Models (LLMs). We also bring you Infra. Market's Rs 730 crore funding round led by Nikhil Kamath ahead of its IPO, Gameskraft's 120 job cuts amid regulatory heat and financial scandal, and MeitY's takedown orders for over 3,000 apps from the Google Play Store.

Moneycontrol Podcast
4820: India's market cap surge, Infra.Market's fund raise & the GenZ powered boost to tourism | MC Editor's Picks

Moneycontrol Podcast

Play Episode Listen Later Sep 18, 2025 3:39


In this edition, we have two interesting interviews - economist Kaushik Basu argues that closer India-China engagement is necessary even as India competes with its neighbour and Abakkus Asset Manager founder Sunil Singhania tells us that India Inc must shift its focus from margin protection to growth. Also find reportage on India's market cap surge, why US Fed rate cuts are unlikely to draw FPIs to India, Infra.Market's funding round and how GenZ is powering spiritual and cultural tourism this festive season.

The IJGlobal Podcast
Infra Dig – Denham Capital on powering data centres

The IJGlobal Podcast

Play Episode Listen Later Sep 16, 2025 26:17


As IJGlobal gears up for hosting REFF North America – our landmark conference for the regional energy sector – the Infra Dig podcast turns its focus to the thorny issue of powering data centres across the US.   IJGlobal editorial director Angus Leslie Melville speaks to Justin DeAngelis – global head of sustainable infrastructure at Denham Capital – about all things power, and the vast majority of the discussion centres on DCs and hyperscalers.   This subject will be a key focus for REFF North America which IJGlobal is hosting in the Metropolitan Club, New York, on 29 and 30 September.   This episode runs for a little more than 26 minutes and sees Justin take the listener through the intricacies of a challenging sector that has more than its fair share of issues to contend with.   

The Block Runner
254. TBR - Building AI Infra For The Agentic Economy w/ Filip Wielanier, CEO of Cookie3

The Block Runner

Play Episode Listen Later Sep 14, 2025 1:15


AI Agents thrive on data, and @cookiedotfun is building the ultimate supply.

The Richard Heydarian Podcast
"INFRA CORRUPTION": AQUINO ADMIN CLEANEST!??

The Richard Heydarian Podcast

Play Episode Listen Later Sep 13, 2025 34:43


A conversation with Ronald Liamas.

The Manila Times Podcasts
NEWS: Palace issues order creating panel to probe infra projects | Sept. 12, 2025

The Manila Times Podcasts

Play Episode Listen Later Sep 11, 2025 4:09


NEWS: Palace issues order creating panel to probe infra projects | Sept. 12, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein #TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Infinite Machine Learning
Infra Investing | Astasia Myers, GP at Felicis

Infinite Machine Learning

Play Episode Listen Later Sep 8, 2025 52:09 Transcription Available


Astasia Myers is a GP at Felicis, an iconic VC firm with investments in companies like Shopify, Canva, Adyen, Notion, Mercor, Plaid, Supabase, Flexport, and more. Astasia's favorite books: God's Bankers (Author: Gerald Posner)(00:01) Introduction(00:26) Astasia's Infra Thesis(03:59) Golden Age of Infra & Innovators Network(06:22) RL Environments & AI Agents(08:57) Disruption Opportunities: Data & Observability(11:31) Where to Find Infra Founders(16:31) Early Signals & Thesis-Driven Investing(18:01) Picking & Decision-Making Process(20:11) Red Flags in Infra Investing(22:20) References & Diligence(24:35) Proof of Usage & Production Signals(26:24) Building Edge as an Investor(28:01) How Felicis Helps Founders Post-Investment(30:05) Consensus vs. Contrarian Views in Infra(32:09) Tourist Traps in Infra Investing(34:43) GTM & Sales Motion in Infra(37:25) Pricing Strategies for Infra Startups(40:09) Ecosystem vs. Core Product Focus(42:15) Lessons from Outlier vs. Good Companies(44:30) Infra Wedges to Fund Today(45:23) Commoditized but Promising Categories(47:06) Exciting AI Advancements(48:21) Rapid Fire Round--------Where to find Astasia Myers: LinkedIn: https://www.linkedin.com/in/astasiamyers/--------Where to find Prateek Joshi: Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshiResearch column: https://infrastartups.com 

EUVC
E568 | Ivan Burazin on Building Daytona, the Computer for Agents

EUVC

Play Episode Listen Later Sep 4, 2025 62:20


Welcome back to another episode of the EUVC Podcast, where we gather Europe's venture family to share the stories, insights, and lessons that drive our ecosystem forward. Today's conversation takes us on a global journey from Croatia to San Francisco to uncover how one founder caught lightning in a bottle and is now racing to harness it.Our guest: Ivan Burazin, founder of Daytona. With a career spanning Toronto, Croatia, Infobip, Shift Conference, and now Daytona, Ivan brings a rare, global perspective on how Europe can lead in DevTools and AI infrastructure. Alongside him, our dear friend Enis Hulli from E2VC joins to spotlight Daytona's story, the lessons from its dramatic pivot, and what it means for founders and investors navigating this new AI wave.Ivan has spent two decades at the intersection of infrastructure and developer communities. From racking servers in the early 2000s to launching one of the first browser-based IDEs in 2009 to scaling the Shift Conference to thousands of attendees, his career has consistently circled around enabling developers.Daytona's first act was a cloud IDE provider for enterprises — “one-click setup for secure developer environments.” With Fortune 500 customers onboard, revenue flowing, and a healthy pipeline, Daytona 1.0 showed promise. But something was missing.Six months ago, Ivan and his team made a bold decision to pivot. Daytona 2.0 is no longer about provisioning dev environments for humans — it's about powering AI agents with the computers they need.“Agents are not computers themselves. They need access to computers to run browsers, clone repos, analyze data. Daytona gives them that — an isolated sandbox with machine-native interfaces built for agents.” – IvanThe differences between human and agent runtimes turned out to be massive:Humans tolerate 30 seconds of spin-up; agents need milliseconds.Humans solve problems sequentially; agents branch into parallel “multiverse” solutions.Humans parse terminal output; agents require clean APIs.By recognizing this, Daytona carved out a new category: the computer for agents.The pivot coincided with a deliberate move to San Francisco. Ivan recalls how Figma embedded with designers at Airbnb, or how Twilio found adoption among early Valley startups. To own mindshare in a new category, location mattered.“From San Francisco outwards, adoption flows naturally. From Europe inwards, it's like pushing uphill.” – IvanSo Daytona went all-in: presence at AI meetups, team members flying in and out, and early product evangelism on the ground.HAfter the pivot, Daytona saw extraordinary pull from the market:Customer conversations ended with “send me the API key”.Infrastructure demand showed power-law dynamics: just a handful of fast-growing customers could drive scale.Instead of polished decks, Ivan shared raw revenue dashboards with authenticity.The momentum was immediate and tangible.Ivan admits he hadn't explicitly asked permission to pivot. He hinted at it in updates, tested the idea with a hackathon, and only later informed his cap table. The response? Overwhelmingly positive.“Almost half the angels replied. Go f***ing go. Let's go. I should've told them sooner.” – IvanEnis highlights this as a key distinction: experienced angels with broad portfolios encourage bold swings, while less diversified angels may fear the risk.Catching lightning is one thing. Harnessing it is another. Ivan's current focus:Hiring deliberately: keeping the team small and ownership-driven.White-glove onboarding: every serious customer gets a Slack channel with the whole team.Balancing speed and reliability: ship daily, but solve today's scale problems without over-engineering.Enis introduces a new term: seed-strapping — raising a seed, skipping A and B, and scaling straight to unicorn status.Ivan is cautious. Infra is capital-intensive, and while Daytona could raise a Series A today, he's committed to doing it on his terms.

The Data Minute
The Future of VC-Backed Fintech | Drew Glover, Founder and Managing Partner, Fiat Ventures and Fiat Growth

The Data Minute

Play Episode Listen Later Aug 28, 2025 52:19


On this episode of The Data Minute, Peter sits down with Drew Glover, founder and managing partner at Fiat Ventures and Fiat Growth, for a wide-ranging conversation on what's next in fintech and what founders actually want from their investors.They dive into how fintech is moving from DTC chaos into quietly powerful B2B infrastructure, why capital is no longer a moat, and how AI may turn traditionally “unsexy” industries into VC-ready moonshots. Drew shares how Fiat combines strategic capital and operational firepower, why most products change after seed funding, and what VCs should be underwriting instead.This one is founder-forward, fund-sharp, and full of insight into where fintech, and early-stage VC, is going next.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:01:35 – Why fintech's rollercoaster is (maybe) headed back up03:20 – From growth at all costs to sustainable strategy04:45 – The emotional weight of money06:30 – Fintech is everywhere08:15 – The founder–capital–consumer triangle is shifting09:10 – How Fiat “underwrites” with data from 300+ growth clients10:50 – What Fiat looks for in a founder12:00 – Obsession > expertise13:40 – Drew's fintech investing thesis in the AI era15:15 – Can AI unlock investability in “unsexy” sectors like HVAC and services?16:40 – Are we about to lose a whole tier of founders to lifestyle design?18:15 – Runway > headcount: why startup raises aren't shrinking19:00 – Capital is not the moat20:14 – Strategic capital wins deals: how Fiat preempts rounds21:10 – What “capital plus” means in early-stage VC today22:42 – Where does all that early-stage funding actually go?23:45 – Why founders need to become founders-as-influencers26:20 – Thought leadership advice for the technical or hesitant founder27:10 – People buy from you, not the brand28:45 – AI-native companies = raise big, move first, win fast29:50 – User loyalty, moats, and the AI ecosystem play31:05 – Fintech exits today? Chime isn't a blueprint—it's a relic32:30 – New fintech liquidity paths: acquisitions and stablecoins34:12 – Infra is cool again: why debt markets are getting VC attention36:18 – Public vs. private comps: who really feels the correction37:45 – Do early-stage fintech founders understand capital markets?38:26 – Laddering out: going beyond beachhead personas39:23 – Why Drew hates TAM slides (but still expects them)40:35 – Vision over product: why thesis alignment matters more41:12 – Fiat Ventures and Fiat Growth: how the relationship works42:42 – How Fund I turned client signals into conviction44:15 – Focus is the moat, even when it's tempting to chase hype45:17 – Advice to younger Drew: do we need more VCs?46:25 – Being a founder–GP is harder than it looks47:12 – Why LPs push focus48:10 – How Fiat thinks about fund size vs. fund stage49:15 – Why GPs shouldn't optimize for management fees50:07 – Reserve strategy, conviction, and when to bet once50:52 – Final take: VC is the best seat in businessThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, Inc., dba Carta, Inc.

Facts First with Christian Esguerra
Ep. 13: Las Piñas congressman speaks up on infra projects in his city

Facts First with Christian Esguerra

Play Episode Listen Later Aug 28, 2025 31:00


Listen to our episode with Rep. Mark Anthony Santos.

The Manila Times Podcasts
OPINION: Up North, red flags warn of massive infra corruption | Aug. 24, 2025

The Manila Times Podcasts

Play Episode Listen Later Aug 24, 2025 11:32


OPINION: Up North, red flags warn of massive infra corruption | Aug. 24, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein #TheManilaTimes#KeepUpWithTheTimesSubscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein #TheManilaTimes#KeepUpWithTheTimesdv Hosted on Acast. See acast.com/privacy for more information.

Monster Movie Fun Time Go
5.25: Kaiju Go 2025 and Infra-man (1975)

Monster Movie Fun Time Go

Play Episode Listen Later Aug 23, 2025 32:26


In this Kaiju Go 2025 episode, we have an interview with Leo Sanchez, creator and writer of Southern Fried Kaiju.We also recap our experience at this year's show and review one of the movies we saw, The Super Infre-Man.And finally, here is the link to the book we mentioned, Kaiju Unleashed.

kaiju infra leo sanchez
Demolisten
Track 272: The Cream Feels Good

Demolisten

Play Episode Listen Later Aug 20, 2025 133:59


We didn't quit the podcast. Yet. Intro Music: Gary Glitter- Hello, Hello I'm Back Again Submit music to demolistenpodcast@gmail.com. Become a patron at https://www.patreon.com/demolistenpodcast. Leave us a message at (260)222-8341 Queue: Pinkish, Catharsis, Telefon, Curta'n Wall, Solicitor, Jokerz Wyld, Statico, The Brolic, Infra, No Values, Statico https://novalues.bandcamp.com/album/true-york-hardcore-demo https://thebrolic.bandcamp.com/album/demo https://infra84.bandcamp.com/album/vida-violenta https://staticobghc.bandcamp.com/album/absurdity-of-this-world https://jokerzxwyld.bandcamp.com/album/thanks-for-the-klownery    

Latinitas Animi Causa
Ep. 66: De Partibus Corporis Inter Se Rixantibus

Latinitas Animi Causa

Play Episode Listen Later Aug 18, 2025 72:33


Andreas, Ilsa, Claraque Rusticatione Acta una locum Livianum qui de secessione Plebis prima agitur. Infra locum invenire potestis.Si hoc episodion placuit, ut cum amicis id communicetis rogamus.

AV Nirvana's Home Theater News Review
The Best 4K TV to Buy in 2025, Audio Advice Live Recap, Ascendo Launches Massive New Infra-Subs!

AV Nirvana's Home Theater News Review

Play Episode Listen Later Aug 14, 2025 43:04


Home Theater News Review Podcast Season 3, Episode 12Join our home theater community at AVNirvana.com. Build relationships with other Home Theater Enthusiasts and talk shop about speakers, processors, projectors, TVs, and more. We look forward to having you join our community!00:01 Intro01:18 Show Sponsor: madVR02:13 Show Sponsor: SVS03:10 Time Machine Segment: First Movie on a Plane06:51 Begin Lightning News: Epson LS900009:03 madVR DSO Dynamic Subtitle Overlay12:41 Ascendo 64” 100” THE64 and THE10014:29 JTR Kallos16:05 Yamaha True X Surround 90A Auro-3D19:02 Onkyo ICON C-3021:16 Audio Advice Live 202525:07 Value Electronics TV Shootout King of TV 4K OLED33:14 Check in with Michael Scott, AV Nirvana Disc Reviews34:07 New to Disc this Week35:57 Kaleidescape Content Update36:41 Streaming and Disc Charts38:38 Disc and Gear DealsThis episode is sponsored by SVS: Visit them SVSound.comSVS Promo: GoDualThis episode is also sponsored by madVR Labs: Visit them at https://madvrenvy.com/*Watch Ascendo - Geoffrey Heinzel Interview*Link to a full listing of Audio Advice Live 2025 Videos:*DISC DEALS* -Death Proof BD: https://amzn.to/3UUl2Sx-A Quiet Place 4K: The Daniel Craig 5-Film Collection (4K): https://amzn.to/45LLCU0-The Right Stuff BD: https://amzn.to/4lqjcng*Gear Deal of the Week*Sony Bravia 8 II 65”: https://amzn.to/45gYMseSony Bravia 5 XR50 98”: https://amzn.to/4mGXsESSony Bravia 8 77”: https://amzn.to/3UqEC8MSony Bravia 8 65”: https://amzn.to/45dv6fwSony Bravia 8 55”: https://amzn.to/4mcnVdk*Forum Links*-For the latest disc reviews, go to: https://www.avnirvana.com/forums/blu-ray-media-reviews.12/-For the latest news, including stories covered in this episode:https://www.avnirvana.com/forums/av-industry-news.6/*PODCAST LINKS*-Subscribe to the podcast on Spotify: https://open.spotify.com/show/2XZc1WVL7gGazxGLiURw0ESubscribe to the podcast on Apple: https://podcasts.apple.com/us/podcast/av-nirvanas-home-theater-news-review-htnr/id1715862636Coming up on this episode of HTNR, we'll cover news from the likes of Lumagen, HDMI, Shanling, StormAudio, Apple, Samsung, and friend of the show, Gary Dayton. We also have a huge headline story featuring Onkyo and Premium Audio Company and a well known name, that being Pioneer. We'll also take a look at the world of discs and movies, check out which titles AV Nirvana's Michael Scott has reviewed since we last talked, and check in with Kaleidescape. We also take a look at news and trends in the world of content, and I'll give you a tip on how to save some money if you're planning on attending Audio Advice Live next month.Please Note: AV Nirvana may make a small commission from affiliate links... thanks for your support!

Mind Asset
5T #24 - Mercados e fundos em foco | Itaú Artax Infra

Mind Asset

Play Episode Listen Later Aug 13, 2025 14:00


Novas tarifas impostas pelos EUA, impactos no dólar, nos juros e nas bolsas globais, além do cenário econômico brasileiro em julho. Nesta edição, Fernando Cavallete, superintendente da área de Portfolio Specialist da Itaú Asset, analisa a repercussão desses e outros eventos nos mercados de juros, moeda, renda fixa e variável. Neste mês, também exploramos os detalhes da performance e perspectivas da família de fundos Itaú Artax de renda fixa isenta. Saiba mais sobre a família de fundos Itaú Artax em: meu.itau/artaxinfra Antes de investir, verifique seu perfil.

The Manila Times Podcasts
HEADLINES: Lacson bares ‘toll' in infra projects | Aug. 11, 2025

The Manila Times Podcasts

Play Episode Listen Later Aug 10, 2025 5:05


HEADLINES: Lacson bares ‘toll' in infra projects | Aug. 11, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

The Manila Times Podcasts
NEWS: Lacson bares ‘toll' in infra projects| Aug. 11, 2025

The Manila Times Podcasts

Play Episode Listen Later Aug 10, 2025 2:08


NEWS: Lacson bares ‘toll' in infra projects| Aug. 11, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein #TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Web3 with Sam Kamani
279: Crypto VC Advice You Need — Laura on Web2 to Web3, Stablecoin Infra & Founder Fit

Web3 with Sam Kamani

Play Episode Listen Later Aug 7, 2025 32:10


Laura from Gate Ventures joins Sam to share what founders need to succeed in today's crypto VC landscape. She discusses her investing journey, current thesis (stablecoins, RWAs, DeSci, and robotics), key founder traits, and how to pitch VCs the right way.Key Timestamps[00:00:00] Intro: Sam introduces Laura and her dual role at Gate Ventures and Gate.com.[00:03:00] Laura's Journey: From college Bitcoin curiosity to ICO marketing to angel investor and VC.[00:05:00] Gate Ventures Thesis: Revenue-focused, early-stage projects in RWA, stablecoins, and payments.[00:08:00] Market Trends: Why institutions are focused on yield-bearing products this cycle.[00:11:00] Founder Support: How Gate Ventures helps with intros, distribution, VCs, KOLs, and exchange access.[00:13:00] What Great Founders Have: Traits like domain expertise, hustle, clarity, traction, and storytelling.[00:19:00] Killer Use Case Prediction: Web2 → Web3 onboarding through better UX, clear value, and incentives.[00:23:00] How to Pitch Gate: Laura's ideal pitch format for early-stage founders.[00:26:00] Overrated & Underrated: AI agents are overhyped. Forensics, defense, and DeSci are underexplored.[00:30:00] What's Next for Gate: More global deal flow, deeper university engagement, and earlier-stage bets.Connecthttps://www.gate.com/https://x.com/gate_iohttps://www.linkedin.com/in/laurakornelija/https://x.com/laura_gateioDisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

a16z
How to Build a Successful Company in an Era of Disruption

a16z

Play Episode Listen Later Aug 6, 2025 42:52


What happens when a startup becomes a giant—and then has to reinvent itself all over again?In this episode, Martin Casado sits down with Raghu Raghuram (former CEO of VMware) and Jeetu Patel (President and CPO at Cisco) for a deep, tactical conversation on scaling, disruption, and navigating transformation from the inside. They share hard-won lessons from leading two of the most iconic infrastructure companies in tech—through waves like virtualization, cloud, containers, and now AI.They cover:How to keep innovation alive inside large companiesWhy the best companies operate with a founder's mindset, even without foundersThe difference between selling to buyers vs. practitionersWhy the story is the strategy, and how to tell it at scaleHow Cisco is rebuilding its startup DNA in the age of AIIf you're building or leading through a major tech wave, this episode is a playbook. Timecodes:0:00 Introduction 2:02 Weapons of Mass Disruption: Abstractions, Business Models, and Cloud  5:57 Cisco's Missed Cloud Wave & Resetting for Innovation  6:39 Operating Like a Startup: Speed, Scale, and Leadership  10:00 Go-to-Market Challenges: Fencing Off Innovation  11:04 Organic vs. Inorganic Growth: Lessons from VMware  12:04 The 10x Rule and Competing with Incumbents  14:39 Structuring for Disruption: Two-Pizza Teams and Ideal Customer Profiles  18:43 Storytelling as Strategy: Galvanizing Large Organizations  19:42 The AI Wave: Consumerization and Infrastructure Demands  25:34 Founders vs. Operators: Leading Transformations  31:47 Product-Led Organizations: From Sales to Product Focus  34:35 The Future of Infrastructure: AI, Market Size, and Vertical Integration  39:34 Timing, Market, Team, Product, Brand, and Scale  41:19 Authenticity, Opportunity, and Final Thoughts   Resources:Find Martin on X: https://x.com/martin_casadoFind Raghu on X: https://x.com/raghuraghuramFind Jeetu on X: https://x.com/jpatel41 Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Daily Shower Thoughts
The world will never be peaceful or equal. | + 28 more...

Daily Shower Thoughts

Play Episode Listen Later Aug 6, 2025 6:15


The Daily Shower Thoughts podcast is produced by Klassic Studios. [Promo] Check out the Daily Dad Jokes podcast here: https://dailydadjokespodcast.com/ [Promo] Like the soothing background music and Amalia's smooth calming voice? Then check out "Terra Vitae: A Daily Guided Meditation Podcast" here at our show page [Promo] The Daily Facts Podcast. Get smarter in less than 10 minutes a day. Pod links here Daily Facts website. [Promo] The Daily Life Pro Tips Podcast. Improve your life in less than 10 minutes a day. Pod links here Daily Life Pro Tips website. [Promo] Check out the Get Happy Headlines podcast by my friends, Stella and Mickey. It's a podcast dedicated to bringing you family friendly uplifting stories from around the world. Give it a listen, I know you will like it. Pod links here Get Happy Headlines website. Shower thoughts are sourced from reddit.com/r/showerthoughts Shower Thought credits: rayQuGR, pufballcat, Genesis2121, Infra_bread, MC1000, LiamHunter35, cuerdo, Anthadvl, vividCannibal, acalem, Oneamongthefence24, Mrcushing, trevradar, Sherman25, i_drink_wd40, MyHeroMan, Boatwhistle, MassiveAmountsOfPiss, hearsdemons, , the_hydrogenbond, thedarkracer, fiercegreen294, , gachunt, MisterFistYourSister, _StygianBlueGames_, NotLookingLikeFrank, hasanahmad, Trololman72 Podcast links: Spotify: https://open.spotify.com/show/3ZNciemLzVXc60uwnTRx2e Apple Podcasts: https://podcasts.apple.com/us/podcast/daily-shower-thoughts/id1634359309 Stitcher: https://www.stitcher.com/podcast/daily-dad-jokes/daily-shower-thoughts iHeart: https://iheart.com/podcast/99340139/ Amazon Music: https://music.amazon.com/podcasts/a5a434e9-da18-46a7-a434-0437ec49e1d2/daily-shower-thoughts Website: https://cms.megaphone.fm/channel/dailyshowerthoughts Social media links Facebook: https://www.facebook.com/DailyShowerThoughtsPodcast/ Twitter: https://twitter.com/DailyShowerPod Instagram: https://www.instagram.com/DailyShowerThoughtsPodcast/ TikTok: https://www.tiktok.com/@dailyshowerthoughtspod Learn more about your ad choices. Visit megaphone.fm/adchoices

Tales from the Crypt
#647: How Globalization Destroyed American Manufacturing with Infra

Tales from the Crypt

Play Episode Listen Later Aug 4, 2025 106:01


Marty sits down with Infra to discuss how decades of globalization and financialization have hollowed out American manufacturing, created massive wealth inequality, and led to a "silent depression" marked by declining real wages, rising deaths of despair, and social dysfunction that can only be addressed through economic nationalism, dollar devaluation, and a shift toward productive rather than financial assets like Bitcoin. Robert's Linktree: https://linktr.ee/infraa_ STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Coinkite https://coinkite.com Unchained https://unchained.com/tftc/ Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

The Circuit
EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

The Circuit

Play Episode Listen Later Jul 21, 2025 45:10


In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's approval to sell modified chipsets to China, the political dynamics influencing these decisions, and the competitive landscape with Huawei. They also analyze TSMC's earnings, the need for infrastructure upgrades to support AI agents, and the implications of Synopsys' acquisition of Ansys. The conversation concludes with a look at Marvell's leadership change and its potential impact on the industry.

Infinite Machine Learning
Agentic Shift in Microservices | Mark Fussell, CEO of Diagrid

Infinite Machine Learning

Play Episode Listen Later Jul 9, 2025 34:08 Transcription Available


Mark Fussell is the CEO of Diagrid, a developer platform that provides tools and services for building cloud native applications. They've raised $24.2M from Amplify and Norwest. He is also the co-creator of Dapr, an open source tool used by 40,000 companies. Mark's favorite books: - Crossing the Chasm (Author: Geoffrey A. Moore)- Good to Great (Author: Jim Collins)- The Dispossessed (Author: Ursula K. Le Guin) (00:01) Opening and Introduction(00:09) The Origins of Dapr: Solving Developer Pain(01:53) Why Launch Diagrid After Building Dapr at Microsoft(03:36) Why Dapr Gained Traction Among Developers(05:30) Open Source Commercialization: What to Charge For(07:51) When Do Companies Turn to Diagrid for Help?(09:53) Key Features: PubSub, Workflow, and Catalyst(11:48) North Star Metrics and Innovation Philosophy(13:17) Pricing Strategy for Infra and Dev Tools(15:28) Competing Against Hyperscalers Like AWS & Azure(17:32) Who Diagrid Competes With and Role of Platform Engineering(19:29) The Agentic Shift in Microservices(21:28) How AI Is Changing Microservices Design(22:59) What's Coming Next at Diagrid: Roadmap and AI Features(24:51) Lessons from the First Five Customers(26:59) Rapid Fire Round--------Where to find Mark Fussell: LinkedIn: https://www.linkedin.com/in/mfussell/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite X: https://x.com/prateekvjoshi 

Inside Scoop
Is IREN for Real? A Deep Dive into the AI Infra Pivot

Inside Scoop

Play Episode Listen Later Jul 4, 2025 69:52


In this episode of Around the Desk, Sean Emory sits down with three investors who have been closely following IREN — the Bitcoin miner now pivoting toward high-performance computing (HPC).We dig into the key questions:• Can a miner really become an AI infrastructure player?• What's happening on the ground with grid capacity, permitting, and capex?• Are they executing or just announcing?Guests Kama, Frans, and Dulce join anonymously (X-style) to break down their views — from land records and site visits to financial modeling and risk.This is a technical, high-conviction conversation for anyone trying to understand the shift from Bitcoin mining to AI compute infrastructure.0:00 Intro1:50 Backstory4:15 Kama view on the pivot to HPC8:15 HPC execution?9:20 Dulce adds in to HPC pivot thoughts...16:40 Frans adds in.52:20 Valuation views?62:45 Risks—Hosted by: Sean Emory, Co-Founder & CIO of AvoryPodcast: Around the Desk by Avory—⚠️ Disclaimer: This podcast is for informational purposes only and does not constitute investment advice. All views expressed are those of the individual participants and do not represent the opinions of Avory or its affiliates. Always do your own research before making investment decisions.$IREN $CORE $NVDA

Unsupervised Learning
UL NO. 487: STANDARD EDITION: Iranian Critical Infra Attacks, Insane Recent Productivity, A Chinese Mosquito Drone, Marcus's Response to Our AI Debate, "Context Engineering" Ain't It, and more...

Unsupervised Learning

Play Episode Listen Later Jul 2, 2025 41:31 Transcription Available


UL NO. 487: STANDARD EDITION: Iranian Critical Infra Attacks, Insane Recent Productivity, A Chinese Mosquito Drone, Marcus's Response to Our AI Debate, "Context Engineering" Ain't It, and more... You are currently listening to the Standard version of the podcast, consider upgrading and becoming a member to unlock the full version and many other exclusive benefits here: https://newsletter.danielmiessler.com/upgrade Read this episode online: https://newsletter.danielmiessler.com/p/ul-487 Subscribe to the newsletter at:https://danielmiessler.com/subscribe Join the UL community at:https://danielmiessler.com/upgrade Follow on X:https://x.com/danielmiessler Follow on LinkedIn:https://www.linkedin.com/in/danielmiesslerBecome a Member: https://danielmiessler.com/upgradeSee omnystudio.com/listener for privacy information.

Lightspeed
a16z's Crypto Thesis With Ali Yahya

Lightspeed

Play Episode Listen Later Jul 1, 2025 49:08


Gm! This week we're joined by Ali Yahya to discuss the state of crypto in 2025. We deep dive into crypto venture in 2025, the Solana thesis, stablecoins, funding apps vs infra & more. Enjoy! -- Follow Ali: https://x.com/alive_eth Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (06:44) a16z's Crypto Thesis (14:23) Katana Ad (15:23) The State Of Crypto VC (20:20) Investing On Short vs Long Term Timeframes (27:55) The Solana Thesis (32:03) Katana Ad (33:02) Stablecoins (39:20) Worldcoin (44:33) Investing In Apps vs Infra -- isclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Fintech Blueprint
Growing to $45B in volume on Zerohash crypto infra, with CEO Edward Woodford

The Fintech Blueprint

Play Episode Listen Later Jun 27, 2025 43:46


 Lex chats with Edward Woodford - CEO of Zerohash. They discuss Zerohash's growth, the rise of stablecoins, and the evolving fintech landscape. Edward explains how stablecoins now make up half of Zerohash's volume, highlights regulatory shifts in the U.S. and abroad, and explores the distinction between crypto and stablecoins. The conversation covers usability challenges, emerging payment use cases, and the future of embedded finance, emphasizing the need for regulatory clarity and collaboration between fintechs and traditional financial institutions. Notable discussion points: 1. Stablecoins Overtake Crypto in Volume: Stablecoins now make up over 50% of Zerohash's volume, driven by regulatory clarity and real-world use cases like payments and treasury. Institutions prefer them for their centralized control and ease of integration.2. Brokerage and Payments Are Converging: Zerohash sees strong demand across brokerage and payment rails, with banks and fintechs embedding stablecoin infrastructure. Global payouts, account funding, and subscriptions are key growth areas despite UX friction.3. Regulatory Climate Is Rapidly Improving: U.S. policy has shifted from regulatory overreach to bipartisan support for stablecoin legislation. This change is unlocking institutional adoption, with banks now moving aggressively into crypto and digital assets. MENTIONED IN THE CONVERSATION Topics: Zerohash, MoonPay, Transak, Ramp, Stripe, BlackRock, Franklin Templeton, Hamilton Lane, Morgan Stanley, Charles Schwab, SoFi, Uniswap, fintech, web3, digital assets, blockchain, tokenization, rwas, stablecoin, crypto, regulation ABOUT THE FINTECH BLUEPRINT 

JSA Podcasts for Telecom and Data Centers
Inflect CEO Mike Nguyen Talks APAC Digital Infra Trends, GTC Takeaways & New Services

JSA Podcasts for Telecom and Data Centers

Play Episode Listen Later Jun 27, 2025 6:47


Following his extensive travel throughout Asia, Inflect's CEO Mike Nguyen stopped by JSA TV at Channel Partners 2025 to discuss APAC digital infrastructure trends, his key takeaways from GTC in San Francisco and what's on the horizon for his digital infrastructure marketplace, www.inflect.com.#ITInfrastructure #ITStrategy #NetworkOptimizationABOUT INFLECT:Inflect's cutting-edge online tools and advisory services empower customers to quickly discover and procure digital infrastructure tailored to their specific business requirements. They enable a holistic, neutral view of the internet infrastructure industry so that professionals can get actionable data to make better, faster decisions.

MLOps.community
AI Reliability, Spark, Observability, SLAs and Starting an AI Infra Company

MLOps.community

Play Episode Listen Later Jun 27, 2025 97:22


LLMs are reshaping the future of data and AI—and ignoring them might just be career malpractice. Yoni Michael and Kostas Pardalis unpack what's breaking, what's emerging, and why inference is becoming the new heartbeat of the data pipeline.// BioKostas PardalisKostas is an engineer-turned-entrepreneur with a passion for building products and companies in the data space. He's currently the co-founder of Typedef. Before that, he worked closely with the creators of Trino at Starburst Data on some exciting projects. Earlier in his career, he was part of the leadership team at Rudderstack, helping the company grow from zero to a successful Series B in under two years. He also founded Blendo in 2014, one of the first cloud-based ELT solutions.Yoni MichaelYoni is the Co-Founder of typedef, a serverless data platform purpose-built to help teams process unstructured text and run LLM inference pipelines at scale. With a deep background in data infrastructure, Yoni has spent over a decade building systems at the intersection of data and AI — including leading infrastructure at Tecton and engineering teams at Salesforce.Yoni is passionate about rethinking how teams extract insight from massive troves of text, transcripts, and documents — and believes the future of analytics depends on bridging traditional data pipelines with modern AI workflows. At Typedef, he's working to make that future accessible to every team, without the complexity of managing infrastructure.// Related LinksWebsite: https://www.typedef.aihttps://techontherocks.showhttps://www.cpard.xyz~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreMLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Kostas on LinkedIn: /kostaspardalis/Connect with Yoni on LinkedIn: /yonimichael/Timestamps:[00:00] Breaking Tools, Evolving Data Workloads[06:35] Building Truly Great Data Teams[10:49] Making Data Platforms Actually Useful[18:54] Scaling AI with Native Integration[24:04] Empowering Employees to Build Agents[28:17] Rise of the AI Sherpa[36:09] Real AI Infrastructure Pain Points[38:05] Fixing Gaps Between Data, AI[46:04] Smarter Decisions Through Better Data[50:18] LLMs as Human-Machine Interfaces[53:40] Why Summarization Still Falls Short[01:01:15] Smarter Chunking, Fixing Text Issues[01:09:08] Evaluating AI with Canary Pipelines[01:11:46] Finding Use Cases That Matter[01:17:38] Cutting Costs, Keeping AI Quality[01:25:15] Aligning MLOps to Business Outcomes[01:29:44] Communities Thrive on Cross-Pollination[01:34:56] Evaluation Tools Quietly Consolidating

CryptoNews Podcast
#451: Ahmad Shadid, CEO of O.XYZ, on Creating the First AI CEO, O.CAPTAIN, and Your EGO vs. AI

CryptoNews Podcast

Play Episode Listen Later Jun 26, 2025 39:09


Ahmad Shadid is the Founder and CEO of O.XYZ, an ecosystem with a mission to build the world's first sovereign super intelligence. As Ahmad put it, "AI must be a tool for the people, not a weapon for profit." O.XYZ is a complex ecosystem, starting with it's core – O.Super Intelligence which will help guide decisions, solve complex problems, and interact with people in the ecosystem; a toolbox with AI-powered products — tools that help you solve various problems using artificial intelligence; O.REASEARCH, O.INFRA, O.CHARITY, O.CAPITAL, and O.CHAIN as parts of the ecosystem.Previously, Ahmad was CEO of IO.net, leading the company to a $4.5 billion valuation in under a year. His leadership propelled IO.net to secure $2 million in a seed round with a $10 million fully diluted valuation in June 2023, followed by a groundbreaking $40 million Series A round at a $1 billion FDV in March 2024. This rapid growth culminated in the successful launch of the $IO coin on Binance, with a remarkable $4.5 billion FDV in June 2024.Ahmad is a visionary behind the DeAIO – an Autonomous AI Organization, the next step in the evolution of DAOs aiming to revolutionize AI governance and development. Demonstrating his commitment to innovation, he has personally invested $130M into the development of DeAIO. O.XYZ builds on Ahmad's legacy, aiming to redefine AI and showcase how decentralized technology can drive common progress and serve people.In this conversation, we discuss:- Creating the First AI CEO- O.CAPTAIN- The future of AI & Crypto - Flipping the Narrative: AI that Helps, Not Replaces- Your EGO vs AI - Security ops and code review will become increasingly important - The feeling of working for AI and not a person  - Building a company fully managed by AI - Living in Doha, Qatar- The future of AI & Crypto - An AI CEO that adapts workloads based on your energy and well-beingO.XYZWebsite: www.o.xyzX: @o_fndnTelegram: t.me/oxyz_communityAhmad ShadidX: @shadid_ioLinkedIn: Ahmad Shadid--------------------------------------------------------------------------------- This episode is brought to you by PrimeXBT. PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.    PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50This promotion is available for a month after activation. Click the link below:PrimeXBT x CRYPTONEWS50

ThePrint
ThePrintPod: How Bihar is ramping up AB-PMJAY health infra to keep patients from turning to Delhi, Vellore

ThePrint

Play Episode Listen Later Jun 10, 2025 3:58


Bihar spent a third of Ayushman Bharat budget for hospitalisations outside state last year. Efforts on to change that in election year.  

BH Sales Kennel Kelp CTFO Changing The Future Outcome
Dr. Carl Rothschild-Get in The Bed

BH Sales Kennel Kelp CTFO Changing The Future Outcome

Play Episode Listen Later Jun 4, 2025 46:16


Infra red Therapy Beds & more1-2-3 RED LIGHT! Grandpa Bill here! You just witnessed an absolutely mind-blowing conversation with Dr. Carl Rothschild, and I'm still buzzing! We explored the incredible world of Red Light Therapy, tracing its origins from 1970s laser tech all the way to the sophisticated Red, Near-Red, and Infrared solutions available today. Dr. Rothschild broke down exactly how his Trifecta Light Bed works its magic for skin rejuvenation, fat reduction, and boosting overall health by energizing our cellular mitochondria. You heard some truly inspiring testimonials directly from him. This wasn't just an interview; it was a peek into the future of holistic healing. Don't forget to hit that LIKE button and subscribe for more groundbreaking insights!Grandpa Bill Asks:Seeing the passion Dr. Rothschild has for the Trifecta Bed's impact on skin fat, and overall health, what physical transformation are you most excited about exploring with light therapy?

Chain Reaction
David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra

Chain Reaction

Play Episode Listen Later May 21, 2025 46:55


Join Jordan Yeakley as he hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI and DeepEnd hardware assets. Learn about USD.AI's unique approach to on-chain infrastructure financing.USD.AI: https://usd.ai