Podcasts about Infrastructure

Preview for Later Today: John Hardie. John Hardie reports on a fuel crisis in occupied Crimea following Ukrainian strikes on Russian logistics. These targeted attacks on fuel trucks and infrastructure disrupt military operations and undermine Russia's ability to govern.1917 

Ethan and Drew gather the rest of the Packet Pushers team to discuss the State of the Packet Pushers Network. Together they provide a behind the scenes look into current initiatives like adding video and raising the standards of our audio. They also share the details of the workflows behind all your favorite shows and... Read more »

Ethan and Drew gather the rest of the Packet Pushers team to discuss the State of the Packet Pushers Network. Together they provide a behind the scenes look into current initiatives like adding video and raising the standards of our audio. They also share the details of the workflows behind all your favorite shows and... Read more »

Inflation and investing are once again front and center as markets assess a new mix of price pressures. In this Ask Me Anything episode of The Bid, host Oscar Pulido is joined by Helen Jewell, BlackRock's International Chief Investment Officer for Fundamental Equities, and Tom Becker, senior portfolio manager on BlackRock's Global Tactical Asset Allocation team.Together, they explore what is driving inflation today, from AI infrastructure demand and energy bottlenecks to fiscal spending, supply constraints, and regional differences. The conversation examines how inflation is affecting capital markets, equities, fixed income, stock market trends, and portfolio diversification.This episode also looks at the role of AI as both a near-term inflationary force and a potential longer-term productivity driver. As AI investing accelerates demand for electricity, chips, copper, data centers, and infrastructure, investors are watching how these megaforces reshape markets and the global economy.Key insights:· How AI infrastructure demand is contributing to inflation pressures· Why inflation differs across regions, including the U.S., Europe, Japan, and China· Where pricing power matters most for companies and sectors· How inflation measures like CPI, PCE, and PPI inform market views· Why sticky inflation can challenge traditional stock-bond diversification· How investors can think about inflation across equities, bonds, and multi-asset portfolios

Ethan and Drew gather the rest of the Packet Pushers team to discuss the State of the Packet Pushers Network. Together they provide a behind the scenes look into current initiatives like adding video and raising the standards of our audio. They also share the details of the workflows behind all your favorite shows and... Read more »

Creators are no longer a media channel or transaction. It's an entirely new marketing model, at least that's what the infrastructure behind Unilever's creator strategy indicates. In this episode, Digiday catches up with Selina Sykes, global vp of digital, social and Al transformation at Unilever's Beauty and Wellbeing, to learn about its scale and automation.

Ukrainian Drone Attacks Cripple Russian Oil Infrastructure. Guest: Michael Bernstam. Cheap Ukrainian drones have successfully targeted Russian refineries and fuel transport, causing significant shortages of gasoline, diesel, and aviation fuel. This technological warfare has forced Russia to ban exports and implement rationing, as traditional air defense systems struggle to counter swarms of small, maneuverable drones. 51900 MEXICO  CITY

Private Innovation and Infrastructure Challenges in Space. Guest: Bob Zimmerman. SpaceX successfully defeated legal challenges in Texas while NASA's aging infrastructure faces funding gaps and restrictive laws. Meanwhile, private startups like Katalyst are attempting robotic satellite rescues, signaling a shift toward a capitalist model in space operations as government agencies struggle with delays and inefficiencies. 151930

The Infrastructure and Economic Impact of Data Centers. Guest: Simon Constable. Data centers have become essential infrastructure for AI development, consuming vast amounts of water and electricity. While they provide significant tax revenue for localities, particularly in states like Virginia and Texas, their construction often faces local opposition due to their immense resource requirements and costs. 81881

Mary O'Grady. Mary O'Grady discusses Cuba's persistent electricity crisis, explaining that chronic blackouts result from decades of infrastructure deterioration in the power grid and heavy oil plants, rather than solely being caused by losing Venezuelan oil supplies.1969

Kenneth Chester

Americans are stretched thin and you probably know why: Housing. It's become increasingly, persistently unaffordable, and for many, simply out of reach. Americans are moving less, are forming fewer households and are spending too much of their income on housing according to an annual report just released by Harvard. Will Trump end up signing the 21st Century Road to Housing Act now on his desk and if he does, will it make housing any more affordable? Francis Torres, Director of Housing & Infrastructure for the Bipartisan Policy Center, joins The Excerpt to share his analysis of the crisis.Let us know what you think of this episode by sending an email to podcasts@usatoday.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mike Nemer welcomes Tim Wang, Managing Partner at Keymaker, to The Green Insider Podcast for a conversation about how early-stage venture capital is evolving across energy, data centers, automation, and deep technology. Tim shares how Keymaker evaluates seed-stage companies, what they look for in founders, and why reputation, commercial traction, and resilience matter so much at the earliest stages of investment. What You'll Learn How Keymaker approaches seed-stage investing and evaluates early companies Why founder reputation, personality, and past performance are critical investment signals What commercial traction looks like for startups targeting infrastructure markets Why energy infrastructure, data center infrastructure, and industrial automation are converging How renewable energy, battery storage, and AI are creating major opportunities over the next decade Why venture activity and deep-tech talent are spreading beyond California How the changing job market is affecting college students and young professionals Notable Takeaways At the seed stage, investors are often evaluating the founder as much as the company. Infrastructure-focused startups need a realistic path to commercial traction. The convergence of renewable energy, batteries, AI, and data centers may define the next decade of opportunity. Sustainability is increasingly being framed as a source of profit, efficiency, and resilience. Students and early-career professionals will need to keep adapting as AI changes the skills employers value. Listen For Tim's view on what makes a founder investable How Keymaker sources opportunities through inbound interest and proactive outreach Why battery storage and renewable infrastructure remain early in their adoption curve How AI is changing both energy demand and the future of employment Become a Green Insider Be sure to subscribe to The Green Insider, powered by ERENEWABLE, wherever you get your podcasts—and don't forget to leave us a five‑star rating! To learn more about our guests or to inquire about sponsorship opportunities, please contact ERENEWABLE and The Green Insider Podcast. #GreenInsiderPodcast #EnergyInfrastructure #CleanEnergy #RenewableEnergy #BatteryStorage #ArtificialIntelligence #AI #DataCenters #IndustrialAutomation #VentureCapital #SeedInvesting #StartupInvesting #ClimateTech #DeepTech #FutureOfWork #Sustainability #EnergyTransition #Innovation The post Energy Infrastructure, AI, and Seed Investing on The Green Insider appeared first on eRENEWABLE.

Annie Farmer testified during Ghislaine Maxwell's federal trial that she was just 16 years old when Maxwell and Jeffrey Epstein flew her to Epstein's ranch in New Mexico under the guise of an academic retreat. Farmer explained that she initially believed the trip was meant to provide her with educational and career opportunities. Instead, she said the experience quickly turned uncomfortable and exploitative. She recalled Maxwell giving her a massage during which Maxwell touched her breasts, an incident that left her feeling frozen and terrified. She also testified that Epstein had climbed into her bed unexpectedly and caressed her without consent. Farmer described feeling "panicked" and manipulated by two adults who had promised mentorship and safety.to contact me:bobbycapucci@protonmail.com

Copper twisted pair cabling serves as a fundamental component of Ethernet infrastructure and Ethan and Holly are here to break down how it works. They discuss the technical differences between cabling categories, how wire twisting cancels out electromagnetic interference, and share practical guidance on installation standards and testing methodologies. Episode Links: Watch this episode on... Read more »

Hello! This is Episode 412. This is Way #12 of the 44 Ways to Create Your Sustainable Home series. We’re continuing through Section Three: Sustainable Services and Infrastructure. In Episode 411, we looked at where household water goes, especially in indoor use, and how to reduce consumption through fixture selection and design decisions. In this episode, we’re looking at the other side of that equation: not just using less water, but capturing and reusing the water that falls on and around your home. Way #12 is: Store and Reuse Water for Greater Water Saving. [For all resources mentioned in this podcast and a free, downloadable PDF transcript, head to www.undercoverarchitect.com/412] In this episode, I share information on rainwater harvesting, greywater systems, and what it looks like to meaningfully reduce, or in some cases almost eliminate, your home’s reliance on mains water for outdoor use. I’ll also share a little of my own experience with whole-of-home rainwater supply, as we’ve been living entirely on rainwater for over a decade now. As always, if you'd like to access a full transcript of this episode and links to any resources I mention, head to www.undercoverarchitect.com/412. Now, let's dive in! RESOURCES MENTIONED IN THIS PODCAST: For links, images and resources mentioned in this podcast, head to >>> www.undercoverarchitect.com/412 Accessing my free '44 Ways' E-Book will simplify sustainability and help you create a healthy, low tox and sustainable home. You can download your free copy here >>> https://undercoverarchitect.com/ways Access the support and guidance you need to be confident and empowered when renovating and building your family home inside my signature online program >>> https://undercoverarchitect.com/courses/the-home-method/ Just a reminder: All content on this podcast is provided by Undercover Architect for reference purposes and as general guidance. It does not take into account specific circumstances and should not be relied on in that way. You should seek independent verification or advice before relying on this content in any circumstances, including but not limited to circumstances where loss or damage may result. The views and opinions of any guests on the podcast are solely their own. They may not reflect the views of Undercover Architect. Undercover Architect endeavours to publish content that is accurate at the time it is published, but does not accept responsibility for content that may or has become inaccurate over time.See omnystudio.com/listener for privacy information.

In this episode of In Depth, Brett sits down with Paul Copplestone, co-founder and CEO of Supabase, the open-source Postgres platform now serving more than seven million developers. Before Supabase, Paul launched a Thumbtack-style marketplace in Southeast Asia and co-founded an office-management startup called Nimbus, experiences that taught him to separate fundraising from building and to find product-market fit before blitzscaling. He breaks down how a single tagline change for Supabase unlocked product-market fit, why he runs a fully distributed async team with near-zero attrition, and how he turned PLG signals into a product-led sales motion comped only on incremental uplift. In today's episode, we discuss: How changing one tagline helped Supabase go to #1 in Hacker News - an early sign of product market fit Why Paul ran Supabase like it had only $100K in the bank despite raising real money How Supabase rode three distinct AI waves, from pgvector to Bolt and Lovable, to Claude Code Why Supabase built a sales team comped only on the incremental uplift over a control group What the Toyota production system's "kaizen" taught Paul about unblocking a scaling team References: Ant Wilson: https://www.linkedin.com/in/ant-wilson-46179937 Bolt: https://bolt.new/ Claude Code: https://www.anthropic.com/claude-code Codex: https://openai.com/codex/ Entrepreneurs First: https://www.joinef.com/ Firebase: https://firebase.google.com/ Lovable: https://lovable.dev/ MongoDB: https://www.mongodb.com/ Next.js: https://nextjs.org/ PostgreSQL: https://www.postgresql.org/ Supabase: https://supabase.com/ Thumbtack: https://www.thumbtack.com/ Y Combinator: https://www.ycombinator.com/ Where to find Paul: LinkedIn: https://www.linkedin.com/in/paulcopplestone Twitter/X: https://x.com/kiwicopple Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: 00:00 Introduction 01:32 Why Paul's earlier startups were never destined to be huge 07:14 Unlearning the "tall poppy" mindset and going all-in on async 09:54 Reverse-engineering why Supabase was an outstanding idea 12:04 The accidental Hacker News launch and tagline lesson 13:58 Where the early roadmap came from: demand vs. technical taste 17:28 Skill vs. luck, and operating like you have $100K in the bank 21:42 What actually makes a great developer experience 23:10 Solving the "graduation problem" Firebase never could 24:58 The role of open source in Supabase's success 26:10 The three distinct AI tailwinds: From pgvector to Claude Code 35:24 Supabase's egoless, hyper-competitive open-source culture 42:58 A tactical playbook for raising capital 48:37 Product-led sales comped on incremental uplift only 59:27 The production philosophy behind Supabase's operations

Our 249th episode with a summary and discussion of last week's big AI news!Recorded on 06/17/2026Note: work has kept me from publishing episodes promptly, apologies! I'll get back on schedule soon.Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Anthropic cut off access to Fable 5 and Mythos 5 after a US government order tied to alleged jailbreaks, prompting debate over inconsistent policy, export controls, and the practicality of preventing jailbreaks.SpaceX completed an IPO at a roughly $1.75T valuation and then moved to acquire AI coding startup Cursor for $60B, positioning xAI with Cursor's talent, data, and product to compete more effectively in coding.Infrastructure and business updates include Anthropic pursuing direct US data center leases backed by Google, leaked documents showing OpenAI's revenue growth alongside large losses, and chatbot market share shifting with ChatGPT below 50% as Gemini and Claude gain.Projects and policy highlights include OpenRouter's Fusion multi-model synthesis, new open releases from Moonshot, Qwen, and NVIDIA, DOJ support for xAI's unpermitted gas turbines in Memphis, and a Munich court ruling Google liable for false AI Overview statements.Timestamps (note - these don't take into account dynamically inserted ads and therefore may be off by a couple of minutes):(00:00:10) Intro / Banter(00:03:38) Ad break + news previewTools & Apps(00:04:52) Anthropic cuts off Fable 5 and Mythos 5 access following government order | The Verge + All the news about Anthropic's new AI fight with the White House(00:25:53) Facebook's new AI Mode search gets its info from public posts | The VergeApplications & Business(00:27:00) SpaceX to acquire the AI coding startup Cursor for $60 billion(00:35:42) Anthropic pursues data center leases, seeks financial backing from Google, The Information reports | Reuters(00:40:10) Leaked financial docs show OpenAI is losing billions of dollars a year - Ars Technica(00:46:00) ChatGPT's market share slips below 50% for first time | TechCrunch(00:50:34) ‘Tell Him He's a Piece of Shit': Meta's New AI Unit Is a Total Mess | WIRED(00:56:23) Sakana AI Commercializes AB-MCTS in Sakana Marlin, an Enterprise Agent Generating Up to 100-Page Research Reports With Slides - MarkTechPostProjects & Open Source(00:59:36) Surpassing Frontier Performance with Fusion — OpenRouter Blog(01:03:00) Moonshot AI Releases Kimi K2.7-Code: a Coding Model Reporting +21.8% on Kimi Code Bench v2 Over K2.6 - MarkTechPost(01:08:34) Meet Qwen-RobotSuite: Three Embodied AI Models for VLA Manipulation, Video World Modeling, and Navigation - MarkTechPost(01:11:29) Nemotron 3 Ultra: Open, Efficient Mixture-of-Experts Hybrid Mamba-Transformer Model for Agentic Reasoning(01:17:31) ProCUA-SFT Technical ReportPolicy & Safety(01:20:33) DOJ Lawyers Argue xAI Is ‘Vital' for National Security in NAACP Lawsuit | WIRED + People Living Near xAI's Dirty Data Centers Are Pissed About the SpaceX IPO(01:25:29) A Court Has Ruled That Google Is Liable for False Statements Generated by AI Overviews | WIRED(01:28:47) Why Do Naive SFT Filters For Safety Properties Fail?Research & Advancements(01:34:14) From AGI to ASI(01:39:44) Artificial Analysis Intelligence Index v4.1: a shift toward agentic workloads(01:42:12) SIA: Self Improving AI with Harness & Weight UpdatesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Resilient US Consumer and AI Infrastructure. Guest: Elizabeth Peek. Despite concerns over tariffs and wars, consumer spending remains robust, fueled by record stock market levels and rising low-end wages. Peek argues against AI alarmism, noting that massive investments in AI infrastructure are creating a surge in blue-collar job demand for skilled trades like welding and construction. 21920

One factor that could keep pressure on oil prices is the return of Iranian crude to the market. Iran reportedly has roughly 120 to 150 million barrels of oil in storage and could increase exports as sanctions are eased and shipping lanes reopen. That won't flood the global market overnight, but combined with the reopening of the Strait of Hormuz, it removes much of the war-driven premium that had been supporting higher energy prices. The question now is whether this is a temporary reprieve during a 60-day negotiating period or the beginning of a more permanent shift in global oil supply.

Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices? Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA DEDICATION: Alan Greenspan - Died Monday at age 100 Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech:  S&P 500 (~30%+), Nasdaq (~50%+) Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price? Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX's Colossus 2 data center in Memphis, Tennessee. More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest level since the company's first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period. - SpaceX is seeking to raise at least $20 billion from the first bond offering to fund its artificial-intelligence ambitions. Missed Opportunity - Short the Mattress companies he said...... ----- Got squeezed out....Never to return Swing and a Miss Maybe Because this can happen... - Shares of Getty Images Holdings Inc. soared as much as 145% on Monday after it announced a licensing deal with OpenAI. - Getty said that images from its library will appear in the search and discovery features of ChatGPT, marking a key reversal for the firm. - The partnership with OpenAI could improve “licensing optics” and shift the narrative on the stock, according to analyst Mark Zgutowicz. - Getty shares were up 118% to $1.32 as of 12:44 p.m. in New York, putting them on track for the best session since July 2022. The stock had fallen about 55% this year to close at 61 cents on Thursday before the Juneteenth holiday weekend began. KOREA - SK Hynix - New #1 in South Korea: SK Hynix surpassed Samsung Electronics on Monday to become the country's most valuable listed company. - Remarkable turnaround: A striking reversal for a chipmaker that nearly collapsed under heavy debt roughly two decades ago. (CYCLES) - AI memory leader: Now the dominant supplier of high-bandwidth memory (HBM) chips powering AI systems. - Marquee customers: Key buyers include Nvidia (NVDA) and Alphabet's Google (GOOGL). - Massive 2026 rally: Shares are up more than 340% year-to-date, fueled by the global AI boom. - Market cap milestone: Valuation now exceeds both Samsung and Micron (MU). Markets Get Chopped - Questions being asked about if AI spend boom producing fast enough return - Back to earth on valuation scare - (all of a sudden?) - KOSPI down 11% - Chips getting hit - 12% for Memory ETF - MU down 9%, Intel 4%, ASML 7% RAM Prices... - Looking at some additional RAM today for some office computers .... --- ARE THEY KIDDING? RAM Prices Imminent Collapse???? - President Donald Trump said the prospect of global economic collapse was a big reason he signed an interim peace deal with Iran. - According to sources, the deal reopened the Strait of Hormuz and set in motion waivers for sanctions on Iran's oil sales to the international market, with the effect being an immediate drop in oil prices and a rise in US stocks. - The agreement has been seen as skewed in Iran's favor, giving the country broad gains before the next round of talks, and has prompted pushback and anger from Republican lawmakers. - MOU signed lat Wednesday - also now more waivers of sanctions on sale of Iranian oil - 60 day reprieve. China - Weak economic conditions - H Shares about to enter bear market - Hong Kong - Close to a technical bear market, dragged down by weak domestic consumption, a struggling property sector, and an exodus of funds fleeing "old tech" for AI plays elsewhere in Asia. - A-shares are listed in mainland China (Shanghai/Shenzhen) and primarily target domestic investors. H-shares are listed in Hong Kong and are freely available to international investors More China - Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. - China's urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. - Manufacturing fixed-asset investment contracted for the first time since December 2020. - Industrial output was the lone bright spot, rebounding from April's near three-year low. - The national unemployment rate fell to 5.1% in May, compared with 5.2% in April. Marrrr Jonggg - Mahjong can be highly addictive due to its rewarding blend of strategy, luck, and social interaction. The rapid tile-drawing, need for pattern recognition, and "just one more round" mentality trigger dopamine releases. If compulsive play disrupts your finances or daily life, it can become a behavioral addiction requiring intervention. - Tactile and Auditory Appeal: Many users on community forums like Reddit agree that the physical weight, texture, and distinct clinking sound of shuffling tiles provide soothing, sensory satisfaction. - There has been a 70% surge in mahjong content on TikTok in the past year - Yelp recently named the Chinese tile game a top trend of 2026, noting that searches for mahjong clubs surged 4,467% year over year for the period from September 2024 to August 2025 and that searches for mahjong lessons rose 819%. Alphabet - WHAT>????*&*^ - Alphabet shares slid 7%, on track for the search giant's worst day in a year. - Alphabet's Google has seen consecutive high-profile researchers leave in the last several days. - The company also has exposure to the market's concerns around commoditized AI and ballooning capital expenditures. - The share slide also came on the heels of a Sunday Wall Street Journal interview with Microsoft CEO Satya Nadella, who called for less dependence on “AI Giants” and said the AI market was commoditized. Back to Oracle - Oracle reduced workforce by 21,000 employees over past twelve months. - Cuts broader than previously disclosed, driven by artificial intelligence adoption. - Global headcount fell from 162,000 to 141,000 full-time employees year-over-year. - Workforce reductions generated $1.8 billion in restructuring costs, company reported. - Company warned AI deployment may continue resulting in workforce reductions. NVDA - Underperforming - Nvidia shares slipping recently despite remaining up about 12% in 2026. - Stock down roughly 3% past month, underperforming semiconductor peers. - SMH ETF surged 84% year-to-date, gaining 15% last month. - Traders predict Nvidia chip pricing power is beginning to decline. - Wall Street focus shifting toward memory and infrastructure AI buildout. - Micron and Sandisk shares jumped nearly 60% over past month. Gloom and Doom - JCD sent interesting take from Chris Bloomstran - Traditionally asset light companies with all sorts of revenue, high margins now.... ---- Converting into asset heavy with no real understanding of what the profitability or even revue will be in the future ----- Here are the highlights of his commentary we can explre: ------------AI buildout shifting markets from asset-light toward capital-intensive infrastructure cycle - Hyperscaler capex surge reflects move into heavy, long-duration asset base - Massive capital requirements challenge economics versus prior asset-light models - Depreciation burden rising sharply as infrastructure scales across AI ecosystem - Returns depend on utilization of expensive, long-lived physical compute assets - Asset-heavy cycles historically lead to overbuild, weak returns, eventual consolidation - Infrastructure spending absorbing nearly all operating cash flow for hyperscalers - Off-balance-sheet financing masking true scale of capital intensity shift - AI economics hinge more on physical capacity than software-driven scalability - Echoes of past asset-heavy booms with eventual oversupply and value destruction Amazon Day - Today - June 26th - US consumers will spend $26.3 billion online at Amazon and other retailers during the four-day sale, up 9% from last year's event in July, according to Adobe Inc. - About 201 million Amazon shoppers in the US were Prime subscribers as of March, up about 3% from a year earlier - Amazon will capture about 60% of all US online spending during Prime Day, its highest market share since 2019, according to estimates from EMarketer Inc. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. FedEx Earnings - FedEx posted strong fiscal fourth-quarter earnings on Tuesday in the company's last quarter that included the freight business before its spin off. - FedEx Freight spun off into a separate publicly traded company on June 1. - The company said it saw a 3% year-over-year increase in domestic volume. - Stock down 6% A/H   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); ANNOUNCING the THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Kyler and Ned are joined by former AWS Community Program Manager Jason Dunn to discuss what it takes to build and maintain a thriving tech community. Jason shares his “benevolent dictatorship” philosophy on community management, emphasizing the importance of authentic human connections. They also explore how AI can empower non-technical individuals to build custom solutions... Read more »

Most companies aren't struggling with procurement because they're spending too little on technology. They're struggling because they're building intelligence on top of fragmented data, disconnected workflows, and outdated operating models. In this episode of Supply Chain Now, Scott W. Luton and Karin Bursa are joined by Mark Schenecker, VP of Manufacturing Industries at Coupa, for a data-driven conversation on the future of direct procurement. Drawing from Coupa's State of Direct Procurement 2026 report, Mark unpacks why procurement leaders are pulling away from the pack and why AI alone isn't the differentiator many organizations think it is. From fragmented data and disconnected workflows to the growing importance of supplier visibility and risk intelligence, the discussion explores what separates companies that react to disruption from those that anticipate it. Together, they explore why clean, connected data must come before AI, why leading organizations have moved beyond price-only sourcing decisions, and why procurement deserves a strategic seat at the table. Jump into the conversation: (00:00) Intro (01:04) Why procurement is becoming a strategic competitive advantage  (01:17) Moving away from a 1986 approach to procurement  (02:41) Meet Mark Schenecker: Three decades of supply chain innovation (07:13) Behind the State of Direct Procurement 2026 report (08:01) The critical leap from generative AI to agentic AI  (09:13) How a digital front door simplifies the employee experience (13:46) The $16 million cost of operating on fragmented infrastructure  (17:02) Why sophisticated analytics on messy data just produces more noise  (21:36) The three-pillar framework: Infrastructure and foundation first  (26:17) Moving beyond unit price to build supply chain resiliency  (28:25) Shifting from passive reporting to active decision intelligence  (30:09) Closing the procurement influence deficit at the executive table  (35:08) Breaking down the hidden silos between direct and indirect spend  (39:36) Real-world outcomes from Albemarle, Glencore, and ADM  (48:20) Key takeaways, maturity assessments, and closing thoughts Additional Links & Resources: Connect with Mark Schenecker: https://www.linkedin.com/in/schenecker/ Learn more about Coupa Software: https://www.coupa.com/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/ WEBINAR- AI that moves at velocity: Cut through latency with agentic workflows: https://bit.ly/4x4626t This episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/infrastructure-gap-direct-procurement-at-breaking-point-1600 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hyperscalers are spending more than $750 billion a year on AI infrastructure, and much of it is for physical hardware that needs financing. That's creating a compelling opportunity for asset-based lenders who can underwrite real collateral and contracts rather than picking technology winners.   On this episode of Disruptive Forces, host Anu Rajakumar speaks with Sean Hinze of Neuberger's Specialty Finance team. Together, they discuss: Why hyperscalers prefer off-balance-sheet financing and what that means for private credit How to underwrite GPU deals when chip technology evolves every two years Why power is the new bottleneck — and what a 68-gigawatt US shortfall means for lenders Where the strongest relative value sits today across chips, power equipment, and fiber How to separate hype from opportunity in a crowded space      This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.   Use of Artificial Intelligence Tools. Neuberger may utilize AI tools in its business operations to improve operational efficiency and for assistance in research and analyzing data among other uses. AI tools are dependent on historical data, consequently, if the content or analyses that AI applications assist Neuberger in producing are or are alleged to be deficient, inaccurate, or biased, a client account may be adversely affected. Additionally, AI tools used by Neuberger may produce inaccurate, misleading or incomplete responses that could lead to errors in Neuberger's and its employees' judgement, decision-making, investment research or other business activities, which could have a negative impact on the performance of a client account. The application of AI in investment processes, research, or analysis is evolving and subject to limitations, including data quality, algorithmic biases, and interpretive errors. AI outputs should not be relied upon as the sole basis for investment decisions. No assurance is given regarding the accuracy, completeness, or timeliness of information generated by AI.   This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.   The "Neuberger" name and logo are service marks of Neuberger Berman Group LLC.   © 2026 Neuberger Berman Group LLC. All rights reserved. M-003297  

Kyler and Ned are joined by former AWS Community Program Manager Jason Dunn to discuss what it takes to build and maintain a thriving tech community. Jason shares his “benevolent dictatorship” philosophy on community management, emphasizing the importance of authentic human connections. They also explore how AI can empower non-technical individuals to build custom solutions... Read more »

Is the open model GLM-5.2 really Opus 4.8 level?

Appsec has seen machine identities from daemons and processes to services, microservices, and cloud accounts. And now we have agents. Ev Kontsevoy talks about what it means to have engineers and agents interacting in an environment, and why a focus on actions can be more effective than roles. One of the biggest challenges in securing agents along with all of the other identities that organizations manage is how fragmented that management has become. But a unified engineering view of identities is just a start. Once you're able to shift to a practice where access is granted based on attributes and limited durations, then your environment becomes more resilient to mistakes and unexpected actions, not to mention the security concerns that come with agents acting on their own. Who Is Responsible for an AI Agent's Actions? As AI agents gain the ability to access systems, invoke tools, and take action on behalf of users, organizations need clear frameworks that define responsibility for machine-driven decisions and outcomes. This segment examines how accountability, delegation, and attribution can be established across users, developers, security teams, and business stakeholders. Neha will explore how governance models support transparent, auditable agent-driven workflows while helping organizations manage risk and maintain trust. This segment is sponsored by P0 Security. Visit https://securityweekly.com/p0idv to learn more about them! The rapid rise of agentic AI and non-human identities is fundamentally reshaping the future of identity security, challenging traditional IAM and PAM models built around predictable human behavior. In this executive interview at Identiverse 2026, Amit Masand discusses how autonomous systems, AI agents, and machine identities are creating new operational and governance challenges for modern enterprises. Drawing from more than two decades of industry experience, the conversation explores the growing complexity of continuous governance in a world where identities increasingly operate at machine speed. Segment Resources: https://www.idmexpress.com/post/preventing-cybersecurity-incidents-through-managed-services https://www.idmexpress.com/post/cyberark-securing-aws https://www.idmexpress.com/post/turning-roadblocks-into-breakthroughs-a-custom-oracle-pam-integration-story Contact IDMEXPRESS! Secure Your Tomorrow, Today: https://securityweekly.com/idmidv Visit https://www.securityweekly.com/asw for all the latest episodes! Show Notes: https://securityweekly.com/asw-388

Russ d'Sa (CEO & Co-founder @ LiveKit) joins the show to deconstruct the "Product Paradigm Shift" toward voice-driven interfaces and agent-centric UX . We dive into LiveKit's high-stakes scaling lessons: from powering OpenAI and Character AI's voice mode, how they navigated real time bottlenecks to hit the next level of scale, the architectural necessity of a multi-cloud strategy, and the foundations of a co-founder relationships that can effectively blend engineering & business strategy.   ABOUT RUSS D'SA Russ is a startup vet who founded his first company in the 2007 YC batch and was the 2nd frontend engineer hired at Twitter, Russ d'Sa now leads voice AI unicorn LiveKit. They're the backbone of ChatGPT Voice Mode, Salesforce Agentforce, Grok, and roughly 30% of US 911 calls.   ABOUT LIVEKIT LiveKit is an open source framework and cloud platform for building voice, video, and physical AI agents. It provides the tools you need to build agents that interact with users in realtime over audio, video, and data streams. Agents run on the LiveKit server, which supplies the low-latency infrastructure (including transport, routing, synchronization, and session management) built on a production-grade WebRTC stack. This architecture enables reliable and performant agent workloads.   SHOW NOTES: The product paradigm shift toward voice-driven apps and natural human-computer interfaces (2:44) Voice-apps in practice: How these trends impact the strategy of product building today (5:32) Early adopters: Why legacy industries like healthcare use voice AI (7:55) Reevaluating and building product experiences optimized for AI agents (12:52) How AI trends will impact roadmaps and Go To Market (18:16) The origin of LiveKit: Building real-time infra for the pandemic (21:07) The OpenAI moment: Powering the fastest-growing consumer app (23:48) Scaling with OpenAI: Navigating the challenges of balancing time-to-market with system design (25:39) The Character AI outage: Solving cross-continental state sync and hitting the next level of scale (29:00) The problem: When telemetry breaks first: Managing analytics and logging for millions of concurrent AI sessions (32:04) Architecting for resilience: Multi-cloud from day one and why treating infra as a utility matters (33:22) Co-founder dynamics: Blending engineering strategy with business outcomes (37:15) Rapid Fire Questions (40:51)   This episode wouldn't have been possible without the help of our incredible production team: Patrick Gallagher - Producer & Co-Host Jerry Li - Co-Host Noah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/ Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/ Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephen Grootes speaks to Minister of Public Works and Infrastructure, Dean Macpherson about new findings that one in six government tenders were awarded last year, highlighting growing risks to infrastructure investment, including interference from so‑called “business forums.” In other interviews, Koos Blackenberg, farmer and representative of Grain SA from the Cape region talks about the organisation’s strong opposition to ITAC’s decision to keep the wheat reference price unchanged, and what it means for the sustainability of local wheat farmers. 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.

JOIN THE ACADEMY!! FOR A LIMITED TIME, VISIT CONCRETESCHOOL.CO FOR YOUR FREE ACCESS!! CONCRETESCHOOL.COON THIS EPISODE OF THE CONCRETE LOGIC PODCASTShould we really design concrete infrastructure for 75 to 100 years?In this episode, Seth is joined by Dr. Jon Belkowitz to question one of civil engineering's favorite ideas: the 100-year design life.Using Hoboken, New Jersey as the example, Seth and Jon talk about what happens when old infrastructure has to serve a city that no longer looks, moves, or functions the way it did when that infrastructure was built.The issue is not just whether the concrete lasts.The bigger question is whether the original decision still makes sense.Jon argues that the industry should stop designing only for age and start designing around use, performance, maintenance cycles, and accountability.Maybe a 20-year design life with zero maintenance is harder, and more honest, than a 100-year design life nobody is around to answer for.WHAT YOU'LL LEARN· Why Dr. Jon Belkowitz questions the 100-year design life· What Hoboken, New Jersey teaches us about old infrastructure· Why designing for time may not be the same as designing for use· The difference between design life and maintenance life· Why a 20-year, zero-maintenance target may be harder than a 100-year target· How infrastructure decisions made today can trap future generations· Why compressive strength is not enough to define concrete performance· How sensors, inspections, and data could change infrastructure maintenance· What pavement condition index means and why timing matters· Why Roman concrete is not always a fair comparison for modern infrastructure· Why Jon says we should design for decision cycles instead of ageCHAPTERS00:00 Introduction and support for the show 04:55 Rethinking 100-year design life 07:39 Why designing for time may be the wrong approach 09:57 Seth pushes back on whether we already design shorter than we admit 11:11 Hoboken as a case study 14:13 The 20-year, zero-maintenance idea 15:00 Performance, sensors, and maintenance systems 16:15 Pavement condition index and the cost of waiting 17:45 Why Roman concrete is not the right comparison 18:08 Bridge inspection and infrastructure careers 22:56 Building on top of old Hoboken infrastructure 26:14 Why predicting 100 years out is almost impossible 28:59 Final takeaways: design for decisions, not ageGUEST INFODr. Jon Belkowitz Intelligent ConcreteGuest link: https://www.concretelogicpodcast.com/guests/jon-belkowitz/CONCRETE LOGIC ACADEMYThe people who understand concrete are the people who get listened to.Not the loudest person in the meeting.Not the guy repeating what he heard ten years ago.Not the person blaming every problem on the latest material change.The person who understands the “why” behind the concrete usually has the most valuable voice in the room.That is what Concrete Logic Academy is built for.You get practical concrete education, PDH courses, and real-world lessons pulled from the same topics we cover on the Concrete Logic Podcast.Design life changes. Materials change. Specs change. Owners change their minds. Infrastructure ages.Your knowledge needs to keep up.Start learning here: https://www.concretelogicpodcast.com/concreteschoolSUPPORT THE PODCASTIf the Concrete Logic Podcast gives you value, send a little value back.You can support the show here: https://www.concretelogicpodcast.com/support/You can also support the show through our KUIU affiliate link: https://www.concretelogicpodcast.com/kuiuInterested in sponsoring the podcast or working with Concrete Logic Media?Email Seth: seth@concretelogicpodcast.comCREDITSProducers: Tom Cummings, Jodi Tandett and Concrete Logic MediaMusic by: Mike Dunton https://www.mdunton.com/WHERE TO FIND SETHConcrete Logic Podcast: https://www.concretelogicpodcast.com/YouTube: https://www.youtube.com/@concretelogicpodcastLinkedIn: https://www.linkedin.com/in/seth-tandett/Concrete Logic Academy: https://www.concretelogicacademy.com/Until next time, let's keep it concrete.

People pilfering crucial bits of rail infrastructure are causing major headaches for KiwiRail with disruptions to Wellington freight and commuter services. Signals, cables and overhead lines have all been stolen. During April, services on the Hutt Valley line had to be cancelled several times and dozens of services delays because of stolen equipment. KiwiRail Chief Metros Officer David Gordon spoke to Lisa Owen.

The Lincoln Memorial Reflecting Pool was expected to be a centerpiece of President Donald Trump's America 250 celebration. Now, amid peeling paint and algae problems, Trump says vandalism may be to blame after previously pointing the finger at former President Barack Obama. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trust in science and engineering has never mattered more. Aurecon's Tanya de Hoog speaks with Sir Peter Gluckman about the evolving role of science and engineering in addressing the world's most complex challenges. They discuss the value of remaining open to opportunity throughout your career, the importance of systems thinking and interdisciplinary collaboration, and how emerging technologies such as AI are reshaping the way knowledge is created and shared. See omnystudio.com/listener for privacy information.

Au Soudan, il y a un risque imminent « d'atrocités de masse », à El-Obeid, affirme le département d'État américain dans un communiqué publié dans la soirée du 22 juin. El-Obeid, c'est la capitale de la région du Kordofan du Nord. Elle est assiégée par les rebelles des Forces de soutien rapide, les FSR. Et la grande crainte du secrétaire général de l'ONU, Antonio Guterres, c'est que « les horreurs d'El-Facher, en octobre dernier, se répètent à El-Obeid ». Que faut-il redouter précisément ? Roland Marchal est chercheur à Sciences Po Paris et au CERI. Il répond aux questions de Christophe Boisbouvier.  RFI : l'ONU affirme qu'une concentration récente de troupes de la rébellion des Forces de Soutien Rapide laisse craindre une offensive imminente sur El-Obeid. Est-ce que vous avez les mêmes informations ? Roland Marchal : Oui, on le sait effectivement. Les observateurs soudanais, depuis pratiquement une semaine, mentionnent l 'arrivée au nord d'El-Obeid de troupes qui viennent soit de la frontière libyenne, soit du Darfour et qui constituent aujourd'hui une masse, disons, combattante, pour attaquer la capitale du Kordofan du Nord. Et pourquoi visent-ils cette ville de quelque un million d'habitants de El Obeid ?  Parce qu'El-Obeid est la capitale historique du Kordofan, avant de devenir celle du Kordofan du Nord, et surtout le dernier grand verrou stratégique qui ouvrirait la route vers Khartoum, mais aussi vers la province du Nil Blanc, donc plus au sud de la capitale soudanaise, ce qui permettrait aux Forces de Soutien Rapide, si elles réussissaient, de reprendre pied dans les régions agricoles les plus riches du pays et peut être, à terme, de faire la jonction avec les troupes qui se battent dans la province du Nil Bleu. Ce qui, évidemment, constituerait une défaite stratégique importante pour les forces armées régulières et le gouvernement qui, aujourd'hui, est à Khartoum. Le secrétaire général de l'ONU, Antonio Guterres, déclare : « Nous ne devons pas permettre que les horreurs d'El-Fasher se répètent à El-Obeid » ? Alors, compte tenu de l'histoire de cette guerre, on peut évidemment craindre beaucoup. Cependant, un analyste doit quand même rappeler que la perception d'El-Obeid par les Forces de Soutien Rapide est quand même très différente de celle d'El-Fasher. El-Fasher était la capitale du groupe Zaghawa, qui a fourni l'essentiel des combattants aux forces conjointes alliées, des forces régulières qui se sont battues avec détermination dans tout le Darfour contre les Forces de Soutien Rapide, et qui se battent aujourd'hui également au Kordofan, et qui constituent sans doute l'un des alliés militaires les plus importants des forces armées régulières. Donc, l'identification d'El-Fasher comme la capitale de nos ennemis les plus jurés ne fonctionne pas pour El-Obeid. On peut imaginer, mais en étant optimiste ou très optimiste même, que du coup, les violences contre les populations civiles ne seront pas de la même intensité. Ceci dit, depuis ces dernières semaines, on voit les Forces de Soutien Rapide multiplier les frappes sur des infrastructures d'El-Obeid, des infrastructures civiles qui visiblement visent à terroriser la population et à l'inciter à fuir la capitale du Kordofan du Nord pour rejoindre Khartoum ou quelque autre endroit, de façon à ce qu'El-Obeid soit plus facile à prendre. En février dernier, une mission d'enquête de l'ONU a fait état d'actes de génocide commis en octobre dernier par les Forces de Soutien Rapide à El-Fasher. Est ce que cette accusation très grave peut dissuader le général Hemedti de commettre de nouvelles atrocités ? Écoutez, je ne crois pas que les atrocités qui ont été commises à El-Fasher, et autour d'El-Fasher, étaient au sens plein ordonnées par le général Hemedti. Lui a des ambitions politiques nationales dont on peut penser ce qu'on veut par ailleurs, mais il sait très bien que la communauté internationale intègre tout à fait ces violences dans son passif et que ces actes de génocide constitueront demain une difficulté très grande dans son approche de la communauté internationale. Donc, lui, certainement a été plus prudent, plus réservé. Le problème, c'est évidemment sa capacité de contrôler ses propres troupes, alors qu'à El-Fasher, c'était vraiment une vengeance historique contre le groupe Zaghawa. Vendredi dernier, l'envoyé spécial d'Antonio Guterres au Soudan a appelé au téléphone le général Hemedti pour lui demander d'éviter toute action qui pourrait aggraver la situation humanitaire. Est-ce que vous savez ce qu'a répondu le chef des Forces de Soutien Rapide ? Le général Hemedti a été, comme il sait l'être, quelqu'un de très responsable, à l'écoute des demandes de la communauté internationale. Il a évidemment souscrit à toutes ses demandes. Il a annoncé que ses troupes organiseraient et autoriseraient la sortie des civils de la capitale du Kordofan du Nord. Et que ces civils seraient protégés, qu'il n'y aurait pas de violence systématique contre ceux-ci. Mais si vous voulez, encore une fois, depuis le début de la guerre, le général Hemedti a multiplié les assurances sur le bon comportement de ses troupes. Et sauf à penser qu'il est un menteur irréductible, on peut imaginer qu'il a été, à certains moments, de bonne foi et qu'il a été trompé par ses propres troupes. Samedi dernier, le Conseil de sécurité de l'ONU a appelé, je cite, « tous les membres de l'ONU à s'abstenir de toute ingérence dans les affaires intérieures du Soudan ». Mais donc, les alliés des Émirats arabes unis que sont les Américains et les Français n'arrivent pas à être entendus par les Emiratis ? Je crois qu'ils sont entendus. Mais les Emiratis ont la volonté, en tous les cas, de changer sans doute la nature du pouvoir aujourd'hui au Soudan, ce qui les rend extrêmement réticents.

Pippa Hudson is joined now by Shane Harrison, Founder of Atlantic Aerodrome, to unpack what this new facility means for aircraft owners, charter operators, flight schools and the broader aviation sector, and why this project is being described as more than just an airport, but a dedicated aviation community. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Kenneth Chester

Kenneth Chester

Kenneth Chester

Hello! This is Episode 411. This is Way #11 of the 44 Ways to Create Your Sustainable Home series. We’re continuing through Section Three: Sustainable Services and Infrastructure, and today we’re looking at water. In the last episode, we covered Way #10: reducing your energy use through your selections. In this episode, we’re looking at water efficiency. Where does water really get used in your home? What do the ratings mean in practice? And what decisions, beyond just choosing efficient fixtures, can actually make a difference? Way #11 is: Reduce Your Water Use In and Around Your Home. [For all resources mentioned in this podcast and a free, downloadable PDF transcript, head to www.undercoverarchitect.com/411] Water tends to receive less attention than energy in a sustainability brief. I think this is partly because the financial feedback is less immediate. Electricity bills arrive more regularly and can feel significant. Water bills are often quarterly, and in many areas they feel manageable, or are wrapped up with your council fees. But around 12% of Australia’s water use is in residential homes. Water is a finite resource, and under pressure in many locations around the world, and the decisions you make about how your home uses it can carry through for the life of the home. Interestingly, water efficiency can be one of the most straightforward areas to address, purely through specification. The ratings systems that exist for water-efficient fixtures are clear and accessible. The products are widely available. And in most cases, the cost difference between a high-efficiency and a standard fixture at specification stage is minimal, while the savings over time are significant. In this episode, I take you through where household water actually goes, what the rating systems mean in practice, the design decisions beyond fixture selection that can reduce water use, and why outdoor water use deserves its own conversation, which we’ll cover in the next episode. As always, if you'd like to access a full transcript of this episode and links to any resources I mention, head to www.undercoverarchitect.com/411. Now, let's dive in! RESOURCES MENTIONED IN THIS PODCAST: For links, images and resources mentioned in this podcast, head to >>> www.undercoverarchitect.com/411 Accessing my free '44 Ways' E-Book will simplify sustainability and help you create a healthy, low tox and sustainable home. You can download your free copy here >>> https://undercoverarchitect.com/ways Access the support and guidance you need to be confident and empowered when renovating and building your family home inside my signature online program >>> https://undercoverarchitect.com/courses/the-home-method/ Just a reminder: All content on this podcast is provided by Undercover Architect for reference purposes and as general guidance. It does not take into account specific circumstances and should not be relied on in that way. You should seek independent verification or advice before relying on this content in any circumstances, including but not limited to circumstances where loss or damage may result. The views and opinions of any guests on the podcast are solely their own. They may not reflect the views of Undercover Architect. Undercover Architect endeavours to publish content that is accurate at the time it is published, but does not accept responsibility for content that may or has become inaccurate over time.See omnystudio.com/listener for privacy information.

Lynn Gravley, the newly appointed chairman of the Transportation Intermediaries Association (TIA) and founder of NT Logistics, joins us to break down the real side of the freight industry! Lynn shares his journey from being a broke, freshly minted college graduate to building a thriving managed transportation business. He dives into how managing full networks differs from traditional freight brokerage, the massive role of data analytics and Power BI dashboards, and why aligning with the TIA is a game-changer for building authority. If you are ready to stop fighting fires and start optimizing your logistics network, tune in now!   Connect with Lynn Website: https://www.ntlogistics.com/ / https://www.tianet.org/  LinkedIn: https://www.linkedin.com/in/lynn-gravley/  

Phishing-resistant MFA could have stopped a Chinese state-sponsored threat actor from spending over a year inside North American academic and medical research networks — and we're going to tell you exactly how it happened and what you need to do about it.A group called UNC5608, tracked by Google's Threat Intelligence Group (GTIG), exploited a vulnerability unique to REDCap — a research data platform that allows multiple software versions to run simultaneously. They got in via stolen admin credentials, planted custom malware called Infinite.red directly into REDCap's upgrade process, harvested credentials for over a year, then used those credentials to log into Google Workspace as a domain admin and create fake compliance rules to silently forward sensitive research emails — military strategy, geostrategic policy, advanced tech, specific pathogens — straight to Gmail accounts they controlled. And nobody noticed for a very long time.Prasanna and I break down the full attack chain, then walk through every prevention layer that could have stopped it: inventory management, patching, password hygiene, SSO, phishing-resistant MFA, passkeys, DBSC, context-aware access, compliance rule monitoring, credential separation across security domains, and logging. We also get into what backups can and can't do for you in a long-dwell-time attack like this — and why infrastructure-as-code and truly immutable golden images matter more than you might think.If you're running any kind of research platform, academic institution, or medical network — or honestly any organization that uses Google Workspace — this one's for you.Chapters:00:00 — Intro: The attack that phishing-resistant MFA could have stopped01:03 — Show intro & woodworking banter03:26 — What is a living-off-the-land attack?04:02 — Who is UNC5608 and who did they target?05:08 — How REDCap's multi-version design was exploited06:11 — Infinite.red malware and credential harvesting09:01 — Google Workspace infiltration via fake compliance rules10:18 — The keywords they were stealing: pathogens, military strategy, and more11:50 — What could the victims have done differently?12:42 — Inventory management, patching, and legacy version removal14:00 — Why you can't trust application-level authentication alone — use SSO15:18 — Phishing-resistant MFA and why it matters16:00 — Passkeys, FIDO, and why there are zero known attacks against them17:57 — Device-bound session credentials (DBSC) and context-aware access19:38 — Monitor your compliance rules — have a compliance rule for the compliance rule20:40 — Credential separation across security domains23:00 — Get some logging — XDR, SIEM, and catching exfiltration in progress24:00 — What can backups actually do in a long-dwell-time attack?27:00 — Infrastructure-as-code and the right cyber recovery approach28:58 — Protecting your golden images with immutable storage31:59 — Wrap-up

Interview with Farhad Abasov, Chairman, Millennial PotashOur previous interview: https://www.cruxinvestor.com/posts/millennial-potash-tsx-vmlp-the-worlds-next-low-cost-potash-producer-6383Recording date: 15th June 2026Millennial Potash is advancing a large-scale potash project in Gabon that it positions among the world's largest undeveloped deposits. The company has defined an estimated 6 billion tonnes of measured, indicated, and inferred resources from drilling across just 4% of its 1,500 square kilometer licence area, leaving significant potential for further expansion. This scale, combined with a relatively low projected cost structure and proximity to key agricultural markets, underpins the project's investment appeal.A central component of the project's development is support from the US International Development Finance Corporation (DFC), which has provided a $3 million grant for feasibility work and may offer construction debt financing, subject to project milestones. Additional backing from US government entities reflects growing strategic interest in diversifying global potash supply, which is currently concentrated among a small number of countries. Millennial aims to complete feasibility and environmental studies by early 2027, secure full financing by mid-2027, and begin construction later that year using solution mining, a lower-capex method than traditional underground mining.The company is targeting a capital structure with 60–65% debt to limit equity dilution and is seeking off-take agreements tied to upfront financial participation rather than simple purchase contracts. At the same time, management is exploring strategic partnerships or acquisition opportunities, drawing on its track record of selling previous potash projects to major industry players.Infrastructure development, including access to an existing port and a proposed deepwater facility, could support scaling production from an initial 800,000 tonnes annually to as much as 4–5 million tonnes over time. Positioned near underserved African markets and major importers like Brazil, the project aligns with broader trends toward supply diversification in the global fertilizer sector.Learn more: https://www.cruxinvestor.com/companies/millennial-potash-corpSign up for Crux Investor: https://cruxinvestor.com

On this episode of the Renewable Roundup, Russell Reading speaks with Kenny Schoolcraft of Zeigo Network about “Powered Land” — land that comes bundled with grid access or interconnection privilege. Kenny explains what Powered Land means, why it's suddenly in high demand, and how it shortens development timelines and reduces execution risk for data centers, renewables and investors. They discuss how market differences (ERCOT, PJM, MISO, CAISO, etc.) shape the value of powered land, why transmission and interconnection queues are the current bottleneck, and how hyperscalers and corporates are adapting their strategies to secure quick, reliable power.

In this episode of One Vision Podcast, Danny Friday, CEO and Founder of Sail, joins Theodora Lau to unpack why the "boring" corners of fintech — HSA and FSA accounts — are exactly where the next wave of meaningful innovation is hiding. Danny shares the origin story behind Sail: a claim over a Spanish-language dental receipt that exposed a deeper challenge about regulated industries: most of their software isn't broken by accident, it's broken by indifference to user experience. They dig into why no one had built itemized, embedded HSA/FSA infrastructure before now, what changed technically to make it possible, and why Danny insists AI should never make the hard calls. The conversation closes on a bigger bet: that within three to five years, every digital banking app will help people reimburse tax-advantaged expenses, and what that means for the industry.

When you walk into a big stadium to enjoy a mega-event, there's a lot that went in to making sure the experience was top notch.Jason Brock, President of Pritchard Industries Sports and Entertainment Group, reminds us of all the different categories that make events go off withouh a hitch... and how you can't overlook a one...

Kenneth Chester

Kenneth Chester

AI has complicated network automation. It has created questions: If AI generates code for me, do I need to learn Python? Should I be writing a script to gather network information if I can dispatch an AI agent to gather that information for me instead? What new skills can I skip obtaining if AI stands... Read more »

Preview for Later Today: Evan Ellis examines President Nayib Bukele's controversial yet effective crackdown on gangs in El Salvador. By jailing over 90,000 people, Bukele has dramatically reduced violence, revitalized urban infrastructure, and attracted foreign capital. Despite "dystopian" and anti-democratic methods, the country is now reportedly safer than Canada, signaling a massive social shift.1909 SAN SALVADOR

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