Podcasts about Infrastructure

AI-driven investment, rising leverage and shifting market dynamics are reshaping the 2026 stock market outlook. As companies accelerate spending on data centers, chips and digital infrastructure, micro-level decisions are increasingly influencing the capital markets and broader economy.In this episode of The Bid, host Oscar Pulido speaks with Jean Boivin, Head of the BlackRock Investment Institute, about the major forces shaping the 2026 markets and investing landscape. Jean breaks down how AI-related capital expenditure is transforming growth patterns, why governments and companies may need to leverage up to finance large-scale projects, and how these trends interact with today's policy and market environment.They also explore the diversification mirage — the idea that in an economy driven by a few powerful megaforces, some strategies that appear diversified may actually be concentrated calls. Jean shares how this affects views on regional equity markets, fixed income trends and the evolving structure of global investing.

Impulse Labs founder and CEO Sam D'Amico joins ARK's Brett Winton and Sam Korus to explore how embedding batteries into appliances—starting with the humble kitchen stove—can rewire energy infrastructure from the inside out. From his time at Oculus and Google to pioneering a 10,000-watt induction cooktop, Sam shares how Impulse is building what he calls the “modern electric technology stack,” and why that could make Impulse the Tesla of home devices.Key Points From This Episode:(00:00:00) Intro(00:01:00) Why ARK is excited about Impulse Labs(00:03:20) From Oculus to appliances — Sam's founder story(00:06:40) Why embedding batteries transforms the home(00:08:20) “The battery of things” vs. “the internet of things”(00:10:30) How induction cooking works — and what Impulse improves(00:13:30) Building a 10,000-watt coil and keeping it safe(00:17:35) Precision temperature control and AI-powered cooking(00:20:17) Using the stove's battery as grid storage(00:23:59) How battery-backed appliances help with installation and energy resilience(00:26:30) Beyond stoves — expanding into HVAC, water heaters, laundry, and more(00:30:35) Distributed batteries vs. centralized storage(00:34:00) Infrastructure benefits from embedded storage(00:38:20) Why performance, not just sustainability, drives electrification(00:40:52) Scaling manufacturing and the factory as a product(00:44:03) KPIs: Deployed devices and battery gigawatt hours(00:47:18) Microwave experiments and future applications(00:49:17) The appliance market's legacy and Impulse's edge(00:51:05) The original pizza obsession that sparked the idea

Michael Monks shared the heartwarming story of adopting a feral cat from Skid Row. Meanwhile, the L.A. City Council moved forward with a proposal aimed at fixing the city’s deteriorating infrastructure. Temperatures are expected to warm up. In Van Nuys, officers shot a man after he allegedly killed his father. A memorial was held for Burbank Police K9 Officer Spike, who was tragically killed in the line of duty. The show highlighted how “Foosh heroes” are some of the most humble people around. Kenyati witnessed yet another dramatic car accident involving a vehicle on fire, while Conway joked about shoppers who leave rejected items everywhere—except for the time he stumbled upon a roasted chicken sitting near the tires.See omnystudio.com/listener for privacy information.

In Part 1 of Redundancy vs. High Availability, we said that sometimes high availability and redundancy are considered to be the same thing, but we disagree. Holly and Ethan do agree that high availability can be considered a network design goal, and that redundancy is just one technique that can be used to help make... Read more »

Infrastructure equity is no longer just about toll roads and utilities—it's becoming a core part of insurance portfolio strategy. In this episode of the InsuranceAUM.com podcast, Gianluca Minella, Head of Research at InfraRed Capital Partners (a part of SLC Management), joins host Stewart Foley for a wide-ranging conversation on infrastructure's growing relevance for insurers.   Drawing on findings from SLC Management's recent global insurance survey, Gianluca shares insights into how insurers are allocating across core, core-plus, and value-add strategies. The discussion covers inflation protection, regulatory treatment, digitalization, decarbonization, valuation discipline, and infrastructure's role as both a defensive and growth-oriented asset class.   Whether you're focused on diversification, long-term returns, or navigating macro risks, this episode offers timely and practical insight into how infrastructure equity is being used by insurers to enhance portfolio resilience and performance.

Join the conversation with C4 & Bryan Nehman.  C4 & Bryan kicked off the show this morning discussing the Bates & Scott letters that they sent each other in response to the States Attorey cutting ties with MONSE.  Yet another police involved shooting in Baltimore County in Essex that reportly started after a stabbing.  C4 & Bryan dive into the Mayors 10 year plan to deal with city Infrastructure, taxes & more.  Waymo is coming to Baltimore.  Mixed reactions from listeners, some want it & some do not.  Nick Alexopulos, Communications Manager for BGE joined the show discussing if the company had been proffiting from repairs to the aging city gas lines.  Listen to C4 & Bryan Nehman live weekdays from 5:30 to 10am on WBAL News Radio 1090, FM 101.5 & the WBAL Radio App!

The plan is out and pressure in on but will there be infrastructure delivery? Sensible Simon and the latest super tax take, and the Zelensky visit amidst ceasefire speculation

In this episode, Seb and Preston explore Tesla's FSD 14.2 advancements and their implications for AI-driven autonomy. They also tackle the ethical, societal, and infrastructural challenges of rapid AI development—from brain-inspired computing to nuclear energy's role in supporting AGI. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:44 - How Tesla's FSD 14.2 dramatically improved its autonomous driving performance 00:13:42 - The ethical dilemmas and liability concerns around AI decision-making 00:20:27 - Tesla's sensor-only approach versus LiDAR-heavy systems like Waymo 00:27:31- The potential of biologically-inspired artificial neurons 00:30:32 - How brain-computer interfaces could revolutionize AI and prosthetics 00:32:28 - The societal risks of tech-enhanced human capabilities 00:36:26 - How AI image generation tools like Google's Nano Banana Pro are evolving 00:49:37 - Why AI's energy demands are influencing nuclear power policy 01:00:06 - The risks of AI-induced content homogenization and “AI slop” 01:07:22 - Why some are turning to manual trades to escape AI disruption Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related book: ⁠Lifespan: Why We Age―and Why We Don't Have To⁠. Seb's website: ⁠Seb Bunney - The Qi of Self Sovereignty. ⁠ Seb's book: ⁠⁠The Hidden Cost of Money⁠⁠. X Account: ⁠Seb Bunney⁠. Related⁠⁠⁠⁠⁠⁠⁠⁠ books⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our⁠⁠⁠⁠⁠⁠⁠⁠ Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠: ⁠Simple Mining⁠ ⁠Human Rights Foundation⁠ ⁠Unchained⁠ ⁠HardBlock⁠ ⁠Linkedin Talent Solutions⁠ ⁠Kubera⁠ ⁠Vanta⁠ ⁠reMarkable⁠ ⁠Onramp⁠ ⁠Public.com⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Abundant Mines⁠ ⁠Horizon⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

PREVIEW — Bob Zimmerman — Russia Exploits Starlink on the Battlefield. Bob Zimmerman analyzes how the Ukraine war has extended into low-earth orbit through contested control of Starlink satellite communications infrastructure. Zimmerman documents that although SpaceX has publicly supported Ukraine through satellite access denial to Russian military forces, Russia has systematically acquired black-market Starlink terminals, enabling operational control of reconnaissance and attack drones throughout the conflict zone. Zimmerman characterizes this persistent technological challenge as a significant strategic problem that U.S. officials and Ukrainian military command are actively attempting to resolve through terminal tracking, signal disruption, and device authentication protocols, representing an emerging domain of space-age warfare previously unanticipated in terrestrial conflict planning. 1941

Ned and Kyler sit down with Deana Solis, a freelance FinOps engineer and mentor. They discuss the undervalued skills of communication, look at the inherent biases and misplaced confidence of AI models, and offer guidance for those starting their careers. Deana also talks about her journey to discover the intersection of technology, career, and finding... Read more »

In this sponsored episode recorded live at AutoCon 4 in Austin, we sit down with Peter Sprygada, Chief Architect at Itential, to discuss Itential’s on-stage announcement of FlowAI. Peter shares his journey from network engineering skeptic to AI advocate, explaining how Itential securely connects AI agents to infrastructure with enterprise-grade governance and traceability. We dive... Read more »

Alex Modon is CEO and Co-founder of Unlimited Industries, a company transforming infrastructure development through AI-driven automation. Unlimited tackles one of the biggest bottlenecks in climate and industrial innovation: the outdated, risk-averse world of engineering, procurement, and construction (EPC). Traditional EPCs are often misaligned with the needs of first-of-a-kind projects. Unlimited flips the script by using AI to generate thousands of design permutations, drastically cutting feedback loops, iteration time, and overall cost. Alex shares how his background in software, combined with childhood exposure to industrial environments, inspired him to take on this hard problem—and why he believes the only way to build faster is to rebuild the entire system from the ground up.Episode recorded on July 29 (Published on Dec 3)In this episode, we cover: ⁠[03:15] An overview of EPCs[05:05] How EPCs make money[07:06] Why FOAK projects face EPC challenges[10:02] Reducing marginal cost of engineering design with AI[12:35] Alex's pivot from software to infrastructure[15:39] Why EPCs resist adopting AI tools[19:14] Unlimited's capital projects platform explained[23:41] How Unlimited manages physical construction[26:36] The company's vision of fully autonomous construction in the future[28:08] Why physical abundance drives Alex Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Jennifer McPherson is the President of Chickenango Marketing Solutions. The company specializes in public outreach and marketing for government agencies, and branding, design, and proposal writing for the AEC (Architecture, Engineering, and Construction) sector. Jennifer started her company at age 46 after gaining 27 years of experience in the AEC industry, and she is now launching Chickenango University, an educational program aimed at enhancing marketing and business development skills in the AEC space. In this episode… It is easy to take public infrastructure for granted — until a new project appears in your neighborhood and suddenly changes your daily rhythm. People want to understand what is happening, why it matters, and how it affects their lives, yet updates are often buried in technical language or arrive far too late. How can agencies and contractors communicate these massive, complex projects in a way that builds trust rather than frustration? According to Jennifer McPherson, a veteran communicator in the infrastructure world, the answer starts with meeting people where they are — literally. She explains that effective engagement hinges on clear, human conversation rather than engineering jargon. Instead of expecting residents to attend formal meetings, her team shows up in the places where real life happens: ice cream shops, street festivals, school events, even sidewalks along busy corridors. These moments create space for honest feedback, especially when tensions run high. And when people feel heard, Jennifer says, they become more open to the bigger picture and the long-term benefits behind the disruption. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Jennifer McPherson, President of Chickenango Marketing Solutions, to discuss how to build trust and engagement through public infrastructure communication. They explore the shift from traditional public meetings to creative pop-up outreach, how to translate engineering language into something the public can actually understand, and why active listening matters more than polished messaging.

Ned and Kyler sit down with Deana Solis, a freelance FinOps engineer and mentor. They discuss the undervalued skills of communication, look at the inherent biases and misplaced confidence of AI models, and offer guidance for those starting their careers. Deana also talks about her journey to discover the intersection of technology, career, and finding... Read more »

AI-integrated tools, such as OpenAI's Atlas and Microsoft Teams, are introducing new trust and identity risks, particularly through vulnerabilities like prompt injections and guest access features. The Atlas browser, launched on October 21, 2025, has been identified as having security flaws that could allow attackers to inject harmful instructions. Similarly, Microsoft Teams has a vulnerability that permits attackers to bypass security protections when users join external tenants as guests. These developments highlight the fragility of AI integrations and the need for robust security measures in collaborative environments.The FBI has reported over $262 million in losses due to account takeover fraud schemes, with more than 5,100 complaints filed this year. Cybercriminals are employing social engineering tactics to gain unauthorized access to online banking and payroll accounts, often locking victims out by changing passwords. The FBI recommends that individuals monitor their financial accounts closely, use complex passwords, and enable multi-factor authentication to mitigate these risks. This trend underscores the importance of managing trust and identity in security practices, as attackers increasingly exploit human vulnerabilities rather than technical flaws.In the managed service provider (MSP) sector, a recent survey by OpenText Cybersecurity revealed that while 92% of MSPs are experiencing growth driven by interest in AI, fewer than half feel prepared to implement AI tools effectively. This marks a significant decline from the previous year's 90% readiness. Additionally, 71% of MSPs reported that their small and medium-sized business clients prefer bundled security solutions, indicating a shift towards integrated offerings that simplify decision-making for clients. The findings suggest that MSPs need to focus on data governance and readiness before deploying AI solutions.For MSPs and IT service leaders, the key takeaway is that modern security is increasingly about managing identity and data governance rather than merely adding more tools. As AI vulnerabilities and account takeover fraud become more prevalent, providers must prioritize establishing secure trust boundaries and effective data management practices. By doing so, MSPs can differentiate themselves in a competitive market, ensuring they are equipped to deliver secure AI solutions and meaningful automation to their clients. Three things to know today00:00 New AI, Collaboration, and Fraud Threats Underscore That Identity—not Infrastructure—is the Real Security Battleground05:15 Survey Shows MSPs Expanding Services Amid AI Interest, Yet True Opportunity Lies in Readiness and Governance07:45 New MSP Integrations, Funding, and AI Platforms Underscore the Shift Toward Identity and Data Governance as the True Control Plane This is the Business of Tech.     Supported by:  https://try.auvik.com/dave-switchhttps://scalepad.com/dave/

Morgan Brennan sits down with Will Roper, Istari CEO, on the latest episode of Manifest Space. They discuss the startup's big news announced today: partnering with Blue Origin on making a moon dust battery – a device designed entirely with AI. They discuss Istari's "ground" infrastructure that lets AI innovate within guardrails, preventing hallucinations while maintaining creativity. Plus, why connecting data without consolidating it could transform aerospace and defense. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Murphy, Economics and Public Affairs Editor, outlines the Government's new infrastructure plan, aimed at accelerating the delivery of critical infrastructure nationwide.

On this episode of Chit Chat Stocks, we discuss legendary investor Chris Hohn, who has run TCI Fund Management for over 20 years. TCI has beaten the market for two decades, putting Hohn and the small team of investors in rarified air in the investing world. How does he do it? We discuss:(00:00) Introduction(19:18) Focus on Infrastructure Investments(22:09) Case Study: GE Aerospace and Safran(27:39) Alphabet's Journey and Management Challenges(36:07) Evaluating Risk in Alphabet's Investment(44:41) Takeaways from Chris Hohn's Investment Strategy*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

RTÉ Economics and Public Affairs Editor David Murphy joined us for a detailed look at the government plan to speed up the building of houses and the provision of major pieces of infrastructure like water schemes and power plants.

The Chair of the Industrial Development Authority Feargal O'Rourke, who was a member of the Accelerating Infrastructure Taskforce, talked to Rachel about the thinking and work behind the new government plan.

This edWeb podcast is sponsored by JAR Systems.The edLeader Panel recording can be accessed here.Unlock the full potential of instructional devices as we discuss how strategic technology infrastructure transforms classroom management and student engagement. This edWeb podcast makes a powerful case for rethinking device-charging systems—not just as logistical necessities, but as catalysts for better teaching and learning. By effectively leveraging charging systems, schools can eliminate chaos, reduce hazards, and ensure every device is ready for action.But the real game-changer is student accountability. This session demonstrates how assigning tech captain roles, tracking device readiness, and rewarding responsible habits foster a culture of ownership and leadership. These tested strategies don't just minimize disruptions—they empower students and free teachers to focus on instruction.Technology teams and instructors discover actionable steps for implementing classroom charging systems and policies that maximize equitable instruction. This session bridges classroom practice with system-level support, ensuring sustainable improvements.Listeners leave equipped with proven routines, digital toolkits, and a clear action plan to maximize learning. Don't let device management steal precious teaching time—embrace these strategies and create a classroom where technology works for you, not against you. This edWeb podcast is of interest to PreK-12 teachers, librarians, school leaders, district leaders, and education technology leaders.JAR SystemsSupercharging the Modern Classroom: Keep devices charged, so learning stays uninterrupted.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Learn more about viewing live edWeb presentations and on-demand recordings, earning CE certificates, and using accessibility features.

Ned and Kyler sit down with Deana Solis, a freelance FinOps engineer and mentor. They discuss the undervalued skills of communication, look at the inherent biases and misplaced confidence of AI models, and offer guidance for those starting their careers. Deana also talks about her journey to discover the intersection of technology, career, and finding... Read more »

An open letter signed by 20 climate advocate organisations is calling on the Government to abandon any plans to subsidise the construction of a liquified natural gas import terminal. Alva Feldmeier, chief executive of 350 Aotearoa spoke to Corin Dann.

Hamas Reemerges in Southern Syria Near Golan Heights — John Batchelor, Bill Roggio, Akmed Sharawari — Sharawari reports that Hamas has been systematically rebuilding military infrastructure in southern Syria, reportedly coordinating with Lebanese Muslim Brotherhood networks operating near the Golan Heights in the village of Bei Jin. Roggio notes that Syria's new government under Shara is unlikely to conduct forceful suppression operations due to widespread domestic sympathy for Palestinian causes among the Syrian population. Batchelor emphasizes that Israel'sstrategic position on Mount Hermon provides significant tactical advantage against threats originating from both Syriaand Lebanon, enabling rapid response to emerging security threats. 1500

Buck Crockett, Director of Technology at Almaden Country Day School, joins the podcast to discuss his unique path from wilderness therapy to EdTech leadership. The conversation explores managing Mac OS application frameworks, the philosophy of age-appropriate screen time, and the critical role of IT in campus construction. Buck also shares insights on "peeling back the layers" of support tickets to solve human problems with empathy.Almaden Country Day SchoolOrton-Gillingham ApproachJamf Apple Device ManagementSophos CybersecurityBarracuda NetworksHarmony, Inc International Convention and ContestChristina, Bill, and Hiram in the sparkly jackets

Stephen Grootes in conversation with Mark Swilling, Commissioner of the NPC about the findings of the report, Transformation of South Africa’s Monetary Architecture, 1983–2024, exploring why South Africa remains deeply unequal, why Gross Fixed Capital Formation lags far behind the National Development Plan target, and how reconfiguring balance sheets could unlock the R150 billion needed to upgrade and expand national infrastructure. In other interviews, Makgale Mohlala, Head of the Cartels division at the Competition Commission, discusses South Africa’s case against Maersk and MSC over alleged price-fixing in the shipping industry. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Interview with Ingo Hofmaier, CFO of Lifezone MetalsOur previous interview: https://www.cruxinvestor.com/posts/lifezone-metals-nyselzm-tanzania-nickel-developer-boosts-resource-by-20-amid-ev-metals-push-6482Recording date: 24th November 2025Lifezone Metals (NYSE:LZM) is positioning its Kabanga nickel project in Tanzania as a strategic Western-aligned alternative to Indonesian supply dominance, following the successful acquisition of BHP's 17% stake through a deferred payment structure. CFO Ingo Hofmaier detailed the company's progress toward a final investment decision (FID) targeted for late 2025, highlighting how decades of exploration work and recent infrastructure improvements have transformed the project's development prospects.The July 2025 feasibility study marked a watershed moment, providing the first public financial analysis of the deposit in its 50-year history. The numbers demonstrate compelling economics: a $1.6 billion after-tax NPV, 23.3% IRR, and 4.5-year payback period, with all-in sustaining costs of $3.36 per pound net of byproduct credits. The deposit contains approximately 50 million tons of reserves at 1.9-2% nickel grades, with valuable copper and cobalt byproducts that position Kabanga in the lower quartile of the global cost curve.Infrastructure improvements have fundamentally de-risked the project. Tanzania's new standard-gauge railway from Dar es Salaam to Lake Victoria addresses historical logistics concerns, while three new hydropower stations provide grid connection with 95-98% availability. These developments eliminate the power and transportation constraints that previously hindered development efforts.Lifezone secured a $60 million bridge facility with Taurus Mining in August 2025, funding execution readiness activities while the company advances project financing discussions. The high-grade nature of the deposit supports a targeted 60/40 debt-to-equity financing structure for the $950 million to $1.2 billion capital requirement. Advanced discussions with the U.S. Development Finance Corporation, European export credit agencies, and Mineral Security Partnership members reflect Western government recognition of Kabanga's strategic importance amid 70-80% Indonesian supply concentration and associated geopolitical concerns.The company's proprietary hydrometallurgical processing technology offers environmental advantages over conventional smelting, eliminating sulfur dioxide emissions while leveraging the ore's 30% sulfur content to avoid purchasing sulfuric acid—a significant cost advantage over Indonesian laterite operations.View Lifezone Metals' company profile: https://www.cruxinvestor.com/companies/lifezone-metalsSign up for Crux Investor: https://cruxinvestor.com

Dean Stuart Shapiro talks to alumnus Barkha Patel, MCRP '15 this week on EJB Talks. Initially a sociology undergraduate at Rutgers, Barkha discusses how a chance visit by Dean Shapiro to one of her classes led her to urban planning, as she realized she could tackle social problems through the built environment. She explains how starting as a transportation planner, even though it wasn't her focus at the Bloustein School, pushed her into tactical urbanism and set the stage for her current role. As Jersey City's Director of Infrastructure, she leads a multidisciplinary team shaping everything from streets to parks to sustainability systems. She highlights Jersey City's Vision Zero work, the effort to shift outdated traffic-safety mindsets, and her favorite project: transforming the historically significant but neglected Bergen Square area into a people-first plaza integrating mobility, culture, ecology, and design. She reflects on how the planning school fundamentals and communication skills she learned still form the basis for her work, and concludes with encouraging emerging planners to adopt an action-oriented mindset by becoming a person who figures things out and gets things done, even when they feel out of their depth. 

Marty Rowland, an environmental engineer with nearly five decades of experience, discusses his career highlights, including his work at the NASA facility in New Orleans and recent retirement from the New York City Parks Department. He addresses the controversy surrounding his dismissal from the American Journal of Economic Sociology due to his stance on climate skepticism, emphasizing the importance of hearing all sides of the debate. Rowland also shares his ongoing efforts in advocating for Henry George's philosophy on ending poverty, his upcoming book on the Rowland Triangle, and his continued involvement in environmental and social justice initiatives.00:00 Introduction to Marty Rowland00:39 The May Crok Controversy01:16 Climate Indifference and Skepticism03:40 Doubt, Faith, and Global Temperature07:28 The Role of the American Journal of Economic Sociology17:47 The Rowland Triangle and Public Policy23:31 Infrastructure and AI Guardrails28:35 Capturing Land Value and Public Discussions29:34 Obstacles Toward a Net Zero Grid29:56 The Role of Nuclear Energy33:27 The National Debt and Economic Policies45:08 Environmental Career and Challenges50:55 Guardrails and Public Safety55:50 Final Thoughts and ResourcesX: https://x.com/drmarty8Marty's Common Ground USA page: https://commonground-usa.net/marty-rowland-ph-d-p-e/Henry George School of Social Science: https://www.hgsss.org/========Slides, summaries, references, and transcripts of my podcasts: https://tomn.substack.com/p/podcast-summariesMy Linktree: https://linktr.ee/tomanelson1

The UK Investor Magazine was delighted to welcome Krystal Lai, Head of Communications at Majestic Corporation, back to the Podcast for another insightful discussion around critical minerals and urban mining.This time, we focus on critical metals and AI infrastructure.Download the 'Critical Minerals in AI Infrastructure' report.This episode explores AI infrastructure's material demands and the data centre waste recycling opportunity.We look beyond AI's power consumption to the physical metals driving the technology and their end-of-life value.The conversation examines specific metals in GPUs and AI hardware, assessing how infrastructure buildout affects global metal demand and how recycling is a key element to securing future supply.Krystal details which AI infrastructure metals urban miner Majestic recovers, their current exposure to data centre waste, and the projected growth in this segment.We finish by looking at how Majestic is positioning to capture the opportunity. Hosted on Acast. See acast.com/privacy for more information.

Itential has announced FlowAI, a new offering that brings agentic AI to Itential’s network automation platform. On today’s Tech Bytes podcast Ethan Banks talks with Peter Sprygada, Chief Architect at Itential, about how FlowAI works, its components, and how Itential uses the Model Context Protocol (MCP). They also dig into how FlowAI supports AI-driven orchestration... Read more »

For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet the gradual phase-out of subsidies and the increasing exposure of renewables to wholesale power price volatility have eroded that stability.Are investors misreading the new market dynamics? And can renewable portfolios be optimized under a fundamentally different investment logic?FlexPower, founded in 2022 in Hamburg and, as of October 2025, fully owned by Citadel, the global hedge fund, represents this shift. The firm operates at the intersection of short-term power trading and battery optimization, deploying data-driven strategies across European markets.FlexPower exemplifies how agile, technology-led firms are reshaping power markets by leveraging algorithmic trading, high-frequency data analytics, and real-time dispatch optimization. Their approach contrasts sharply with traditional infrastructure investors who continue to rely on fixed offtake agreements and policy support.In conversation with FLexPower Managing Director Amani Joas, Laurent and Gerard examine how algorithmic trading and hedge fund participation are redefining price formation in grids increasingly dominated by intermittent renewables. The discussion highlights a structural divergence: while incumbents pursue regulatory certainty, new entrants monetize volatility itself—treating renewable assets as dynamic trading platforms rather than passive infrastructure.The energy transition is no longer just a technological revolution—it's a financial one.

For episode 645 of the BlockHash Podcast, host Brandon Zemp is joined by Andy Flury, Founder & CEO of Wyden.Wyden serves as the institutional backbone of digital asset trading for banks, brokers, (crypto) funds, asset managers asf. They power firms to trade and manage digital assets – no matter if B2B or B2B2C. Thus they are able to provide deep expertise on markets, players, challenges and future trends. ⏳ Timestamps: (0:00) Introduction(1:08) Who is Andy Flury?(5:02) What is Wyden?(10:20) Who does Wyden work with?(13:58) Use-cases(18:18) Why single-broker models are detrimental(22:13) Institutional direction with Crypto over next couple years(24:50) Everything will be tokenized(26:21) Importance of balancing privacy & transparency(28:51) Wyden roadmap for 2026(30:55) Wyden website & socials 

In this Nomad Futurist episode, GEICO's Head of Infrastructure — and newly appointed Nomad Futurist Foundation Ambassador — Rebecca Weekly joins co-hosts Nabeel Mahmood and Phillip Koblence to share how a curious kid dismantling gadgets grew into a leader shaping large-scale infrastructure and AI-driven environments. Through stories of early experiments, career pivots, and lessons in adaptability, she offers an authentic blueprint for the next generation of technologists, particularly young women in STEM. Rebecca traces her path from taking apart transparent phones and building her first server at age 12 to overseeing power, cooling, connectivity, data centers, and cloud operations across GEICO's 349 sites and expansive multi-cloud footprint. She distills her responsibilities with clarity: “Everything that we own, every site that we own, I own power, cooling, connectivity. I own all of the logical assets and physical assets at those locations.” Raised in a non-engineering family in Sacramento, Rebecca found a sense of belonging in the computer lab, where tech-minded counterculture kids and musicians helped root her in engineering. She reflects on that formative moment: “I found my people in the nerds. It had nothing to do with family... The tech came in from the nerds hanging out in the school.” Throughout the conversation, Rebecca underscores the importance of adaptability, long-term thinking, and focusing on the “so what” behind technology — capabilities she developed across roles in banking, fabs, semiconductors, EDA, and product management before moving into large-scale infrastructure leadership. Her advice for her younger self, and for today's emerging technologists, is both simple and profound: “Stay curious. Hang out with the nerds… It is absolutely who you surround yourself with and where you focus your energy that defines your outcomes, especially in the world of AI.” Rebecca also speaks candidly about navigating male-dominated environments in finance, fabrication, and high-tech engineering, explaining how being an outsider ultimately became a leadership asset. She urges listeners not to let the experience of being “the only one” diminish their voice: “Being an outlier early, the hardest part is your own mental load. Worry less about what [people] think of you or that you think differently. Worry more about just asking the question.” In the end, Rebecca's story is a testament to curiosity, resilience, and the power of community. Her journey demonstrates how embracing difference, seeking out passionate peers, and staying focused on meaningful impact can shape not just a career, but the future of technology itself. To learn more about Rebecca Weekly, connect with her on LinkedIn.

Darrick Horton is the CEO and co-founder of TensorWave, the company making waves in AI infrastructure by building high-performance compute on AMD chips. In 2023, he and his team took the unconventional path of bypassing Nvidia, a bold bet that has since paid off with nearly $150 million raised from Magnetar, AMD Ventures, Prosperity7, and others. TensorWave is now operating a dedicated training cluster of around 8,000 AMD Instinct MI325X GPUs and has already hit a $100 million revenue run rate. Darrick is a serial entrepreneur with a track record of building infrastructure companies. Before TensorWave, he co-founded VMAccel, sold Lets Rolo to LifeKey, and co-founded the crypto mining company VaultMiner. He began his career as a mechanical engineer and plasma physicist at Lockheed Martin's Skunk Works, where he worked on nuclear fusion energy. While he studied physics and mechanical engineering at Andrews University, he left early to pursue entrepreneurship and hasn't looked back since.In this conversation we discussed:Why Darrick chose AMD over Nvidia to build TensorWave's AI infrastructure, and how that decision created a competitive advantage in a GPU-constrained marketWhat makes training clusters more versatile than inference clusters, and why TensorWave focused on the former to meet broader customer needsHow Neocloud providers like TensorWave can move faster and innovate more effectively than legacy hyperscalers in deploying next-generation AI infrastructureWhy power, not GPUs, is becoming the biggest constraint in scaling AI workloads, and how data center architecture must evolve to address itWhy Darrick predicts AI architectures will continue to evolve beyond transformers, creating constant shifts in compute demandHow massive increases in model complexity are accelerating the need for green energy, tighter feedback loops, and seamless integration of compute into AI workflowsResources:Subscribe to the AI & The Future of Work NewsletterConnect with Darrick on LinkedInAI fun fact articleOn How the new definition of work

In this episode, Lex speaks Friederike Ernst, co-founder of Gnosis. Together, they explore the evolution of Gnosis from an Ethereum-based prediction market project into a major infrastructure provider powering over $100 billion in DAO treasuries and $10–15 billion in monthly DEX trading via CowSwap. Tracing the company's journey from a 2017 ICO raising $12.5 million in ETH (now worth ~$450 million) to spinning out critical tools like Safe, CowSwap, and Zodiac, all originally built for internal use.Despite their success, Gnosis recognizes that the crypto-native user base is limited and has now pivoted to building user-centric, mainstream products like the upcoming Gnosis App targeting Gen Z with real-world financial utility. The company emphasizes its founding mission of democratizing financial ownership and warns against complacency as incumbents like Stripe and Robinhood enter the space. Lastly, Gnosis sees a near-term opportunity in AI-agent driven commerce, especially through reverse advertising models that could unlock trillion-dollar markets.NOTABLE DISCUSSION POINTS:The $12.5M ICO That Became a $450M Treasury: Gnosis raised $12.5 million in ETH during their 2017 ICO when ETH was trading at $40. Through conservative treasury management and holding their ETH position, that initial raise has sustained the company for nearly a decade and grown to approximately $450 million today. Friederike attributes this to “conservative treasury management and sheer luck” — a remarkable case study in long-term crypto treasury stewardship.Polymarket Runs on Gnosis Infrastructure: Despite Polymarket's $10B+ valuation and mainstream recognition, it still uses Gnosis's conditional token framework that was written years ago. Friederike acknowledges being “a little salty” that infrastructure they built powers such a significant share of the on-chain prediction market economy without Gnosis directly benefiting financially. It's a stark illustration of the “first up the mountain” dynamic where pioneers clear the path but don't always capture the value.The 19th Century German Banking Parallel: Friederike draws a compelling historical analogy: impoverished German farmers in the 1800s faced predatory moneylenders charging 25-40% interest. They responded by forming collective community banks, lending to each other at 4-6%. Within decades, tens of thousands existed, and one-third of Germans remain members today. She positions crypto's ownership model as the modern equivalent — a cooperative financial revolution for a generation economically disenfranchised by incumbent systems.TOPICSGnosis, Gnosis Safe, CowSwap, Zodiac, CPK, Polymarket, Kalshi, ConsenSys, Ethereum, ETH, AI, AI Agents, ICO, Onchain, Governance, Crypto Treasury, Web3, Blockchain, Finance, Banking, Payments, Custody, WalletsABOUT THE FINTECH BLUEPRINT

Itential has announced FlowAI, a new offering that brings agentic AI to Itential’s network automation platform. On today’s Tech Bytes podcast Ethan Banks talks with Peter Sprygada, Chief Architect at Itential, about how FlowAI works, its components, and how Itential uses the Model Context Protocol (MCP). They also dig into how FlowAI supports AI-driven orchestration... Read more »

The east coast energy grid is not ready for the closure of coal-fired power plants, according to the Australian Energy Market Operator, bringing a heightened risk of blackouts.

In Auckland, businesses near the new Ikea store are steeling themselves for a stampede to the homeware giant's opening on Thursday. Amy Williams reports.

The east coast energy grid is not ready for the closure of coal-fired power plants, according to the Australian Energy Market Operator, bringing a heightened risk of blackouts.

Most enterprises burn millions on idle GPUs while developers wait weeks for access. Haseeb Budhani, CEO of Rafay Systems, built a global GPU orchestration platform after exits at Soha Systems (acquired by Akamai) and brings deep infrastructure expertise to solving the $100B GPU waste crisis. He reveals why 93% of Fortune 500 companies achieve sub-85% GPU utilization, how sovereign AI requirements are driving hundreds of "Neo clouds" globally, and the specific multi-tenancy frameworks that transform expensive compute from sunk cost into competitive advantage.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The east coast energy grid is not ready for the closure of coal-fired power plants, according to the Australian Energy Market Operator, bringing a heightened risk of blackouts.

 8/8 Trauma, Memory, and the Silence of "Eating Bitterness" — Tanya Branigan — Branigan characterizes the CRas a collective convulsion or "Maoist hysteria." Mental health infrastructure was historically underdeveloped in China, and psychology was officially condemned as "bourgeois pseudoscience." The pervasive cultural idiom "eating bitterness" reflects fatalistic endurance of suffering without complaint. Severe trauma fractured survivors' memory systems, producing lasting psychiatric consequences including psychotic episodes and dissociative disorders. The national silence surrounding the CR results from both deliberate state suppression and the widespread personal psychological devastation experienced by millions of survivors. 1967

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In today's episode on 1st December 2025, we look at how a burst of energy from 150 million kilometres away managed to unsettle a $100 million aircraft and what it means for the rest of our hyper-connected world.

The Local Government Minister is pleased to see councils joining forces under the new water infrastructure model. The Department of Internal Affairs expects councils to spend nearly 48-billion dollars on Local Water Done Well over the next decade. The reforms could create more than 40 water entities, with some councils joining multi-council-controlled organisations. Simon Watts told Mike Hosking that 38 councils have already combined to form 12 entities. But he says it's never been about the number of entities - the critical part is whether it's financially sustainable. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Portland History Infrastructure Development+Join Grandpa Bill on "The BH Sales Kennel Kelp Holistic Healing Hour Podcast" as he explores the innovative PAO Major System's Index Card approach to Portland, Maine's infrastructure evolution from 1960 to 2025. Discover how this system is reshaping urban planning and community development.

Welcome to a re-recorded edition of Talking the Blues, with Andy and George Costigan in fine and joyous form following our victory earlier this week at Old Trafford. We look at the […]

Our digital lives are under attack from every direction. Cyber Crisis author Eric Cole breaks down the threats and shows how to stay one step ahead!Full show notes and resources can be found here: jordanharbinger.com/1247What We Discuss with Dr. Eric Cole:Cyberattacks now happen constantly as AI automates phishing and vulnerability scanning against individuals, small businesses, and major institutions.Criminal operations abroad run like full corporations — thousands of employees, millions in revenue, and no risk of prosecution due to weak or nonexistent extradition.Critical infrastructure often uses outdated, insecure systems, allowing adversaries inside power grids and networks long before an attack becomes visible.Devices, apps, and "free" tools routinely track conversations and behavior — even smart speakers have been used as evidence after recording private moments.You can dramatically reduce your risk by treating security like investing: assess the benefit vs. the exposure, minimize downside, and adopt simple, deliberate habits.And much more...And if you're still game to support us, please leave a review here — even one sentence helps! Sign up for Six-Minute Networking — our free networking and relationship development mini course — at jordanharbinger.com/course!Subscribe to our once-a-week Wee Bit Wiser newsletter today and start filling your Wednesdays with wisdom!Do you even Reddit, bro? Join us at r/JordanHarbinger!This Episode Is Brought To You By Our Fine Sponsors: Momentous: 20% off first order: livemomentous.com, code JORDAN20Signos: $10 off select programs: signos.com, code JORDANFactor: 50% off first box: factormeals.com/jordan50off, code JORDAN50OFFProgressive Insurance: Free online quote: progressive.comHomes.com: Find your home: homes.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The world of networking is changing at lightning speed thanks to AI. Today Eric sits down with Chris Kane to explore this new reality for network engineers.  Together, they dive deeper into some of the changes that will be coming next, breaking down the technical demands and mindset shifts of intellectual curiosity and humility necessary... Read more »