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In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save and build wealth for the future. Shoring up emergency savings is protective of retirement savings, according to research by The BlackRock Foundation. So how can investors ensure they're pulling all the levers at their disposal to retire on their own terms?Rob Crothers, Head of U.S. Retirement for BlackRock, will discuss the current state of the retirement landscape and help us unpack a toolkit for retirement savers that's been proposed by the Bipartisan Policy Center and how investors and employers can plan for the future.Key moments in this episode:00:00 Introduction: The Importance of Saving for Retirement00:17 Exploring the SECURE 2.0 Act and Retirement Universals02:01 Current Retirement Landscape and Policy Changes04:06 BlackRock's D.C. Retirement Summit and Key Recommendations06:28 Mechanisms for Better Saving Behavior11:40 Encouraging Early Financial Education14:24 Market Volatility and Long-Term Saving Strategies16:50 Actionable Retirement Considerations18:18 Conclusion and Upcoming TopicsCheck out this playlist on investing for retirement here: https://open.spotify.com/playlist/08Fx1iZaBwLclqpswIbjUq
This week on Cloud Unplugged: AI goes local, Google Cloud breaks the internet, and the DOJ turns up the heat on Google's $32B Wiz acquisition.We're breaking down the biggest stories in cloud and AI:Context & Qualcomm are teaming up to move AI agents off the cloud and onto your device. What does this mean for the future of local-first AI?A major Google Cloud outage caused chaos across Cloudflare, Shopify, and Discord. We explain what went wrong and what it tells us about the risks of centralised cloud infrastructure.The DOJ is investigating Google's acquisition of Wiz, raising questions about cloud security competition and antitrust concerns.Plus: Andrej Karpathy's Software 3.0 vision, is natural language the new programming interface?Hosted by Lewis and Jon, two cloud-native veterans covering the real stories behind the hype in cloud, AI, and dev infrastructure.
This week, we unpack The Optimist, the new Sam Altman biography; revisit OpenAI's early days; and break down Coatue's AI strategy deck. Plus, tips for squeezing in side projects between thought leadership presentations. Watch the YouTube Live Recording of Episode 526 (https://www.youtube.com/live/1CnmEwdH6ME?si=64oVGDyCvXdzJeIj) Runner-up Titles Flow State Altman and AI Day 2 Thinking Growth Mindset Less of you You don't need a Harvard Business Review subscription to know that Running unnecessary hardware in your house Lifelong Costco member here. Pre-populate Everything There's no ROI on a good hotdog Rundown AI Native vs. AI Add-on (https://www.softwaredefinedtalk.com/525) AI Frenzy The Optimist: Sam Altman, OpenAI, and the Race to Invent the Future (https://www.amazon.com/Optimist-Altman-OpenAI-Invent-Future/dp/1324075961?tag=googhydr-20&hvqmt=&hvbmt=%7BBidMatchType%7D&hvdev=c&ref=pd_sl_8w2bwd161h_e) Mira Murati's Thinking Machines Lab valued at $10bn after $2bn fundraising (https://www.ft.com/content/9edc67e6-96a9-4d2b-820d-57bc1279e358) ChatGPT's Enterprise Success Against Copilot Fuels OpenAI and Microsoft's Rivalry (https://www.bloomberg.com/news/articles/2025-06-24/chatgpt-vs-copilot-inside-the-openai-and-microsoft-rivalry) Iyo vs. Io — OpenAI and Jony Ive get sued (https://pivot-to-ai.com/2025/06/23/iyo-vs-io-openai-and-jony-ive-get-sued/) Zuckerberg Leads AI Recruitment Blitz Armed With $100 Million Pay Packages (https://www.wsj.com/tech/ai/meta-ai-recruiting-mark-zuckerberg-5c231f75) After trying to buy Ilya Sutskever's $32B AI startup, Meta looks to hire its CEO (https://techcrunch.com/2025/06/20/after-trying-to-buy-ilya-sutskevers-32b-ai-startup-meta-looks-to-hire-its-ceo/) Message from CEO Andy Jassy: Some thoughts on Generative AI (https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai) Clouded Judgement 6.19.25 - The Dropping Cost of Intelligence (https://cloudedjudgement.substack.com/p/clouded-judgement-61925-the-dropping?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F48bf3cef-6d79-4e10-8bb4-ccf48a08341b_1189x729.png&open=false) Coatue's 2025 EMW Keynote Replay (https://www.coatue.com/blog/company-update/coatues-2025-emw-keynote-replay) Slides in online PDF (https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view) Coatue's Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more (https://www.youtube.com/watch?v=4JA7n0wTChw) Agents and the Web Remote MCP support in Claude Code (https://www.anthropic.com/news/claude-code-remote-mcp) Agentforce 3, it's agents all the way down. (https://siliconangle.com/2025/06/23/salesforce-launches-agentforce-3-greater-ai-agent-visibility-connectivity/) Google Cloud donates A2A to Linux Foundation- Google Developers Blog (https://developers.googleblog.com/en/google-cloud-donates-a2a-to-linux-foundation/) Linux Foundation Appoints Jonathan Bryce as Executive Director, Cloud & Infrastructure and Chris Aniszczyk as CTO, Cloud & Infrastructure to Oversee Major Open Source Initiatives (https://www.cncf.io/announcements/2025/06/24/linux-foundation-appoints-jonathan-bryce-as-executive-director-cloud-infrastructure-and-chris-aniszczyk-as-cto-cloud-infrastructure-to-oversee-major-open-source-initiatives/) Relevant to your Interests Amazon orders employees to relocate to Seattle and other hubs (https://finance.yahoo.com/news/amazon-orders-employees-relocate-seattle-212945920.html) Microsoft announces advancement in quantum error correction (https://www.nextgov.com/emerging-tech/2025/06/microsoft-announces-advancement-quantum-error-correction/406175/) Datadog DASH: A Revolving Door Of Operations And Security Announcements (https://www.forrester.com/blogs/datadog-dash-a-revolving-door-of-operations-and-security-announcements/) the six-month recap: closing talk on AI at Web Directions, Melbourne, June 2025 (https://ghuntley.com/six-month-recap/) Snap acquires Saturn, a social calendar app for high school and college students (https://techcrunch.com/2025/06/20/snap-acquires-saturn-a-social-calendar-app-for-high-school-and-college-students/) Frequent reauth doesn't make you more secure (https://tailscale.com/blog/frequent-reauth-security?ck_subscriber_id=512840665&utm_source=convertkit&utm_medium=email&utm_campaign=%5BLast%20Week%20in%20AWS%5D%20Issue%20#428:%20One%20UI%20Gets%20Fixed,%20Another%20Falls%20-%2018055641) Checking In on AI and the Big Five (https://stratechery.com/2025/checking-in-on-ai-and-the-big-five/?access_token=eyJhbGciOiJSUzI1NiIsImtpZCI6InN0cmF0ZWNoZXJ5LnBhc3Nwb3J0Lm9ubGluZSIsInR5cCI6IkpXVCJ9.eyJhdWQiOiJzdHJhdGVjaGVyeS5wYXNzcG9ydC5vbmxpbmUiLCJhenAiOiJIS0xjUzREd1Nod1AyWURLYmZQV00xIiwiZW50Ijp7InVyaSI6WyJodHRwczovL3N0cmF0ZWNoZXJ5LmNvbS8yMDI1L2NoZWNraW5nLWluLW9uLWFpLWFuZC10aGUtYmlnLWZpdmUvIl19LCJleHAiOjE3NTMyODQ4NzAsImlhdCI6MTc1MDY5Mjg3MCwiaXNzIjoiaHR0cHM6Ly9hcHAucGFzc3BvcnQub25saW5lL29hdXRoIiwic2NvcGUiOiJmZWVkOnJlYWQgYXJ0aWNsZTpyZWFkIGFzc2V0OnJlYWQgY2F0ZWdvcnk6cmVhZCBlbnRpdGxlbWVudHMiLCJzdWIiOiIxNjY4NDg4My04NTYzLTQ1ZGEtYjVhYy1hYWY2MmEyYzZhZTciLCJ1c2UiOiJhY2Nlc3MifQ.rg-oA59aKciV6Pvwn1GezC8ElCYxg92wPMQ9ORYS5KXLFvsuSRlJj1hjn9rlcpqmY3BtiPSHpPHDC1Sos9J5ZIPaW3Rn7o-5Yu6Rn_0HyGkqHUSCAsU36SZ-9Q9bf7Ibd_fWcRN7G6nuIe2j0OMURacJ30W3jMm6_dBtR-IacPllW7q6yDxlDW-pX50I_xhZ_pZfTa7B7HXimMTOWiJ5S-uddGLDOOqxihxgIa3w96SnK7wiiyx5bwe5r0A7IQBvHOe5yVzrTSOxm5DBSZJwbGx_f36MzDGPtdwsMOojbs3yN5gWRZnlre6h1GkiukeAXHqXTWImfUfxyBS1ebOjOQ) U.S. House tells staffers not to use Meta's WhatsApp (https://www.cnbc.com/2025/06/23/meta-whatsapp-us-house.html) How AlmaLinux and Rocky Linux Have Diverged Since CentOS (https://thenewstack.io/how-almalinux-and-rocky-linux-have-diverged-since-centos/) AI search finds publishers starved of referral traffic (https://www.theregister.com/2025/06/22/ai_search_starves_publishers/) 10 years of platform engineering at SIXT: Lessons in scaling and innovation - Boyan Dimitrov (https://www.youtube.com/watch?v=OtxWxkehkPE) What Would a Kubernetes 2.0 Look Like (https://matduggan.com/what-would-a-kubernetes-2-0-look-like/) kubectl-ai (https://github.com/GoogleCloudPlatform/kubectl-ai) Nonsense Costco Executive Members get extended hours (https://www.axios.com/2025/06/19/costco-hours-executive-members-early-shopping) Listener Feedback Warp (https://www.warp.dev/future) Conferences CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025. SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CFP closes August 3rd (https://www.papercall.io/txlf2025). SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Discount Tire (https://www.discounttire.com/) Coté: Brimstone Angels (https://en.wikipedia.org/wiki/Brimstone_Angels) Rebels of Reason: The Long Road from Aristotle to ChatGPT and AI's Heroes Who Kept the Faith (https://www.amazon.com/Rebels-Reason-Aristotle-ChatGPT-Heroes/dp/B0FCD969SD?crid=2KBTZJS1P49C2&dib=eyJ2IjoiMSJ9.E2MZsF2Qb-y8u2F4mRTKt5KT39pbgvp_DiV9oA2bPgsqqPJMqdRhIlFh_wyf9wTvia5jPoenX4kfS9HWQAdt5LdXt4zy3NiHbluCozW2B0KUya8M4uCGKdxInNb6npHqJlko7hFE8pzIKtF1X8hJlk02C6nmAb1PN-MsiNB4mZVoFLa9KIFS1Y7zJ8QVc-K5ICucbOAsm6rH-ZgsoyiaO4eFT8-qlzMYHxM4TxUyXx8.hl_-MoO-eXVVzohj3CN42fh3IIQ5wWuiss_O0iiLuHI&dib_tag=se&keywords=John+Willis&qid=1750401917&sprefix=john+will,aps,186&sr=8-1&linkCode=sl1&tag=coteicomthecoteb&linkId=5da48a792d65369c5b69ff1b351b16d6&language=en_US&ref_=as_li_ss_tl) Photo Credits Header (https://unsplash.com/s/photos/Flow?license=free&orientation=landscape)
Richard Hallahan, PE, MBA Head of Solutions Engineering at CleanArc Data Centers, joined us on #JSATV to share insights on the company's innovative approach to data center infrastructure.He discusses CleanArc's commitment to community engagement, including their efforts in Virginia's VA1 project and their focus on sustainability with a renewable energy plan for the site. He also touches on the growing demand for AI-ready infrastructure, emphasizing CleanArc's flexibility to support both cloud compute and AI deployments.
Foresight Environmental Infrastructure (LSE:FGEN) Investment Manager Ed Mountney talked with Proactive's Stephen Gunnion about the fund's diversified approach to environmental infrastructure investing. Mountney explained that FGEN offers access to a wide range of assets, including renewable generation like wind, solar and anaerobic digestion, as well as energy infrastructure and sustainable resource management investments. He said: “We have a resilient and attractive return profile, with 11 years of uninterrupted dividend growth and a high-quality manager in Foresight Group with over 40 years of investment experience.” The fund has recently increased its dividend target, offering a 10% yield based on the current share price, and aims to sustain this through stable cash flows and disciplined asset management. Mountney highlighted the recent strategic review, which refined the investment strategy to prioritise core inflation-linked assets with long-term contracts. This shift is intended to enhance revenue visibility and support future dividend growth. The company plans to divest certain growth-oriented investments like CNG Fuels and its Rjukan project over the next few years as these projects mature and reach scale. Mountney emphasised that capital recycling and selective buybacks will remain important tools to deliver value to shareholders, noting that “the discounts that you've got for us are simply too good to pass up.” Despite macroeconomic headwinds, he pointed to strong cash generation and diversification as key factors underpinning resilience. Looking ahead, supportive decarbonisation trends and renewed interest in investment companies could provide further tailwinds for FGEN. Visit Proactive's YouTube channel for more videos, and don't forget to give the video a like, subscribe to the channel and enable notifications for future content. #FGEN #ForesightGroup #Decarbonization #RenewableEnergy #GreenInvesting #DividendIncome #SustainableFinance #EnvironmentalInfrastructure #CleanEnergy #InvestmentFunds
Ray offers a personal example that illustrates an enduring economic point regarding government infrastructure projects.Consider books by Ray Keating…• Order Ray Keating's “Weekly Economist” books at https://www.amazon.com/dp/B0C3JDVYLX?binding=paperback&ref=dbs_dp_rwt_sb_pc_tpbk • Get Ray Keating's Pastor Stephen Grant thrillers and mysteries at https://www.amazon.com/dp/B08SW8HB34?binding=paperback&ref=dbs_dp_rwt_sb_pc_tpbk • Grab Ray Keating's Alliance of Saint Michael historical fiction books at https://www.amazon.com/dp/B0CW19Z3VH?binding=paperback&ref=dbs_dp_rwt_sb_pc_tpbk • Never miss any new novels from Ray Keating by joining the Pastor Stephen Grant Fellowship with Ray Keating at https://www.patreon.com/pastorstephengrantfellowship.
Brett Winton and ARK analyst Jozef Soja dive deep into the rapidly evolving world of AI agents—software entities that are increasingly automating enterprise functions like customer support. They explore why AI agents are gaining traction, how they're priced, and the potential for a new kind of agent-versus-agent arms race between companies and consumers. Later in the episode, they're joined by Dr. Alan Bekker, founder of eSelf.ai and former Head of Conversational AI at Snap, who shares his journey from building voice agents for call centers to launching a real-time, face-to-face AI tutoring platform. Alan offers insights into how the rise of large language models (LLM) is reshaping education, what makes a great AI tutor, and why a visual, embodied presence is crucial for learning.Key Points From This Episode:00:00:00 What enterprise AI agents actually do and how companies like Salesforce are pricing them00:03:41 Why $2 per AI conversation may already undercut human support costs00:05:04 The Return On Investment (ROI) model behind agent adoption and enterprise productivity00:06:41 Why agent-based software may retain higher pricing power than other AI tools00:09:11 The coming arms race: AI agents negotiating with other AI agents00:12:30 Scaling demand for customer service with intelligent automation00:15:04 Vertical vs. horizontal Software as a Service (SaaS) in the AI agent ecosystem00:16:43 AI's impact across the software stack—SaaS, Platform as a Service (PaaS) , and Infrastructure as a Service (IaaS)00:17:56 Why building your own AI apps may soon be cheaper than onboarding SaaS00:20:01 ARK's internal hackathon and how non-engineers are becoming developers00:20:29 Guest: Dr. Alan Bekker joins to discuss the evolution of conversational AI00:22:04 The journey from decision trees to LLMs: Lessons from Snap's AI team00:27:32 Seeing GPT's impact from inside: OpenAI's early partner outreach00:31:47 Why face-to-face AI tutors found strong product-market fit in education00:33:59 eSelf's go-to-market strategy: Partnering with publishers as a business to business to consumer (B2B2C) wedge00:36:24 Pricing real-time AI tutoring tools in a margin-conscious market00:40:00 Business to consumer (B2C) aspirations: Moving toward a direct-to-student tutoring product00:44:56 What's still missing for real-time AI to match human-level teaching00:48:03 The psychological impact of avatars: Building trust through embodied agents00:51:43 Why personalization—not just LLM knowledge—matters in tutoring00:54:20 Democratizing learning: LLMs as the end of expert-driven education
By popular request (and now that we have some other background topics covered) we start our series on the Open Shortest Path First (OSPF) routing protocol. We kick off the series with OSPF basics including Link State Advertisements, Link State Database, and other related essentials. We’ll explore additional OSPF topics over subsequent episodes. This week’s... Read more »
In this episode, Patrick McKenzie (@patio11) is joined by Jennifer Li, a general partner at a16z investing in enterprise, infrastructure and AI. Jennifer breaks down how AI workloads are creating new demands on everything from inference pipelines to observability systems, explaining why we're seeing a bifurcation between language models and diffusion models at the infrastructure level. They explore emerging categories like reinforcement learning environments that help train agents, the evolution of web scraping for agentic workflows, and why Jennifer believes the API economy is about to experience another boom as agents become the primary consumers of software interfaces.–Full transcript: www.complexsystemspodcast.com/the-ai-infrastructure-stack-with-jennifer-li-a16z/–Sponsor: VantaVanta automates security compliance and builds trust, helping companies streamline ISO, SOC 2, and AI framework certifications. Learn more at https://vanta.com/complex–Links:Jennifer Li's writing at a16z https://a16z.com/author/jennifer-li/ –Timestamps:(00:00) Intro(00:55) The AI shift and infrastructure(02:24) Diving into middleware and AI models(04:23) Challenges in AI infrastructure(07:07) Real-world applications and optimizations(15:15) Sponsor: Vanta(16:38) Real-world applications and optimizations (cont'd)(19:05) Reinforcement learning and synthetic environments(23:05) The future of SaaS and AI integration(26:02) Observability and self-healing systems(32:49) Web scraping and automation(37:29) API economy and agent interactions(44:47) Wrap
What if the final frontier isn't as far away as it seems? In this episode, Kelli Kedis Ogborn, VP of Space Commerce and Entrepreneurship at the Space Foundation, breaks down how space is no longer just about astronauts and satellites. It's an economic engine already driving trillions in opportunity. From reusable rockets to orbital infrastructure and venture capital gaps, this conversation explores what it takes to do business beyond Earth. Key takeaways: The global space economy is currently valued at $570B and expected to hit $772B by 2027 78% of the space economy is driven by commercial activity, not just government spending Satellites are enabling new markets in insurance, agriculture, and logistics through advanced data Infrastructure in space needs coordination and standards like refueling stations and docking protocols Venture capital alone won't fund the future, so sovereign wealth and patient capital are key to scaleLINKS:Kelli's LinkedInSpace Foundation WebsiteKelli's Podcast/Webcast about Space EconomyWATCH THE FULL EPISODE HEREFeedback? Ideas for a future episode? Shoot us a text here to let us know. -----------------------------------------THANK YOU TO OUR SPONSORS! Are you experienced in freight sales or already an independent freight agent? Listen to our Freight Agent Trenches interview series powered by SPI Logistics to hear from the company's agents on how they took the leap and found a home with SPI freight agent program. CargoRex – Your Logistics Hub. Explore, discover, and evolve with the all-in-one platform connecting you to the top logistics tools, services, and industry voices. Whether you're a leader, researcher, or creator, CargoRex helps you stay ahead. Explore Now Digital Dispatch maximizes your #1 sales tool with a website that establishes trust and builds rock-solid relationships with your leads and customers. Check out our website services here.
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Persall, editor of Institutional Investing in Infrastructure. (06/2025)
In this episode of Fintech Layer Cake, Reggie Young sits down with Max Eber, Co-Founder of Taktile, to explore how modern fintechs are rethinking risk infrastructure. Max shares insights from building a flexible decision engine used by leading lenders and fintechs around the world. They dive into what it really takes to customize underwriting, how Taktile is approaching AI and LLMs in production, and why success often hinges on enabling teams, not just engineers, to iterate faster.Whether you're navigating credit models, fraud risk, or just curious about what LLMs can actually do in a fintech setting, this episode delivers a practical, high-level crash course on decisioning infrastructure at scale.
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Persall, editor of Institutional Investing in Infrastructure. (06/2025)
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Persall, editor of Institutional Investing in Infrastructure. (06/2025)
MCP, or Model Context Protocol, is an open-source project originally created by Anthropic. MCP is designed to let AI agents to connect to data repositories, applications, business and developer tools, and other agents to execute tasks and carry out instructions. Day Two DevOps explores the capabilities and pitfalls of MCP, how the protocol works, and... Read more »
MCP, or Model Context Protocol, is an open-source project originally created by Anthropic. MCP is designed to let AI agents to connect to data repositories, applications, business and developer tools, and other agents to execute tasks and carry out instructions. Day Two DevOps explores the capabilities and pitfalls of MCP, how the protocol works, and... Read more »
From time to time, we'll re-air a previous episode of the show that our newer audience may have missed.During this episode, Santosh is joined by Jaime Tabachnik, Co-Founder and CEO at Solvento, a company unlocking the flow of money for truckers in Latin America. During the conversation, Santosh and Jaime discuss the intersection of freight and finance. Jaime shares his transition from civil engineering to logistics and payments, and how his experience led to founding Solvento. The company aims to help SMEs in the Mexican trucking industry by providing software and financial solutions to improve cash flow and efficiency. They discuss Solvento's $50 million lending facility, the specifics of the Mexican trucking market, and the impact of nearshoring. Jaime also addresses venture capital investment in lending models, the potential for transformative change in the Mexican economy, and more.Highlights from their conversation include:Solvento and Logistics Payment Automation (0:41)Jaime's background in Supply Chain and Logistics (1:51)Solvento's Infrastructure for Freight Industry (9:46Lending Facility and Quick Pay Solutions (15:49)Mexican Trucking Industry Insights (22:34)Nearshoring and the Mexican Supply Chain (25:53)Lending Models in Emerging Markets (28:39)VC Investment and Capital Efficiency (30:51)Jaime's Motivation and Industry Impact (32:05)Rapid Fire: Security, Elections, and Interest Rates (34:01)Final thoughts and takeaways (37:01)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/
Clarity Innovations is a rapidly growing software and data innovations firm working in the DoD, IC and federal sectors, shares Director of Recruiting, Brett Willie. Listen for details on why the company values unapologetic transparency and hiring team players who are ready to help those around them succeed. With hiring spanning all security clearance levels, Clarity offers employees real opportunities for growth and advancement from within.4:26 Goal is to increase their workforce by 50% in the next year.6:57 Clarity is hiring across all security clearance levels. Infrastructure gives their employee base the opportunity to move internally without having to look for growth externally.8:34 Platform Engineer is a new code word for DevOps. The government is using this labor category to encompass a lot of new opportunities.Find show notes and additional links at: https://clearedjobs.net/clarity-software-and-data-innovations-podcast/_ This show is brought to you by ClearedJobs.Net. Have feedback or questions for us? Email us at rriggins@clearedjobs.net. Sign up for our cleared job seeker newsletter. Create a cleared job seeker profile on ClearedJobs.Net. Engage with us on LinkedIn, Facebook, Instagram, X, or YouTube. _
Some Aucklanders have received Watercare bills that claim they have not used a single drop of water in the past month, or in some cases for months, no showers had, no toilets flushed, no house plant watered, no kettles filled; nothing. Online forums confused customers are asking about receiving zero use bills, others say they've had enormous catch-up accounts months after getting zero bills, all due to Watercare's smart metres. Checkpoint spoke to a few customers.
Join us on the Engineering Influence podcast for an insightful conversation with Rob Brigham, CEO of JEO Consulting Services, recorded live from the ACEC Spring Convention at the Grand Hyatt in Washington, D.C. Discover the journey of JEO, a firm that has been a significant player in the public infrastructure market since 1937, and learn about their commitment to fields like transportation, water infrastructure, and environmental planning. Rob Brigham shares his unique career path, his leadership during pivotal growth phases within the company, and how JEO has evolved under his guidance. We delve into the significance of engaging in national legislative discussions and how JEO remains an influential voice in policy-making circles. Get an insider's perspective on the importance of strategic partnerships, the influence of legislative relationships on business operations, and the power of cohesive industry involvement in political advocacy. Aspiring engineering professionals won't want to miss Rob's insights on building impactful careers and the potential opportunities to influence legislative matters.
The government has instructed Auckland Council to allow apartments of at least 15 storeys around three key train stations, as the City Rail Link (CRL) nears completion. The Character Coalition spokesperson Sally Hughes spoke to Ingrid Hipkiss.
Leaky hospitals, rotting schools, mould in police stations and courthouses and outages on ferries and commuter rail. These are some of the problems laid bare by the Infrastructure Commission in its first report into the state of the country's assets. Infrastructure Minister Chris Bishop spoke to Ingrid Hipkiss.
The Infrastructure Commission's laid bare in a first report the state of the country's assets. The Commission's chief executive Geoff Cooper spoke to Corin Dann.
The government has instructed Auckland Council to allow apartments of at least 15 storeys around three key train stations, as the City Rail Link nears completion. Auckland Councillor Richard Hills spoke to Corin Dann.
In February 2022, Russia launched a full-scale invasion of Ukraine. China has never condemned the invasion, and its government and media have carefully avoided using term “Ukraine War,” opting instead to refer to the war as the “Ukraine crisis,” the “Russia-Ukraine conflict,” or the “special military operation,” a term that echoes Moscow's language. Beijing's approach to the Ukraine War has included support for Russia, a commitment China's own principles, including respecting Ukraine's sovereignty and territorial integrity, and a professed desire for peace.This episode's discussion will focus on China's evolving posture toward the war and China's relationship with Ukraine. Joining the podcast this episode is Dr. Vita Golod, who is a Junior Research Fellow at the A. Yu Krymskyi Institute of Oriental Studies, National Academy Sciences of Ukraine, and a Visiting Adjunct Instructor at the University of North Carolina at Chapel Hill.She is also the co-founder of the Ukrainian Platform for Contemporary China and a board member of the Ukrainian Association of Sinologists. Timestamps[00:00] Start[01:35] China's Relationship with Ukraine Prior to Russia's Invasion[05:06] President Zelenskyy's Accusations Against China [08:20] Contemporary Ukrainian Perceptions of Relations with China [12:14] Ukrainian Perceptions of Sino-Russian Relations[16:25] China as a Mediator and Peacemaker[19:06] China's Interests in the Outcome of the Russo-Ukrainian War[21:21] What concrete steps could China take to facilitate peace? [23:14] China's Role in the Post-War Reconstruction of Ukraine[28:08] The Future of Sino-Ukrainian Relations
In this Deep Dive series on Climate Philanthropy, I'm exploring the wide range of ways that foundations are stepping up to support climate progress, especially amid federal rollbacks and inconsistent commitments from large companies. Philanthropic capital is tiny in comparison to government and corporate budgets, but it can still be a helpful tool – especially if wielded strategically. Let's set some context: In the United States, there are over 30,000 environmental nonprofits. It's a wildly diverse field with organizations of all sizes and countless focus areas. Since the 1970s, they've saved millions of lives through environmental protections that have cleaned our air, water, land, buildings, factories, and products. Many are struggling with funding cuts and staff shortages, and too often they compete for attention and resources.Foundations provide funding to these organizations, but they can also play a more fundamental role: building movement infrastructure that bolsters the power and influence of the entire field. That, argues Pisces Foundation President David Beckman, is a priority that deserves more attention and support. David is a friend whom I've had the pleasure of working with over the years. When it comes to investing in movement infrastructure, I can't think of anyone else who brings the nuance and insight David has gained through a career-long focus on advancing the environmental movement. We talk about his background as an National Resources Defense Council attorney, his role in helping start the Pisces Foundation, the entreprenuerial nature of his work, what movement infrastructure is, what he's learned about investing in it, the importance of late night cookies in building relationships, the need for a meta narrative, the work of the Pisces Foundation, super pollutants, what business people and young people should know about the environmental movement, and much more. On today's episode, we cover:[03:49] David's Background and Career Path[05:37] Founding of Pisces Foundation[07:56] State of the Environmental Movement[09:41] Strategic Posture and Movement Influence[11:44] Collective Work and Movement Infrastructure[15:08] Social Entrepreneurship in Philanthropy[17:29] Collaborative Field Building Insights[19:49] Late Night Cookies and Building Relationships[22:31] Meta Narrative in Environmental Movement[25:32] Discussion on Environmental Regulations[28:25] Pisces Foundation's Strategic Evolution[31:33] Super Pollutants Overview[33:40] Impact of DC Politics on Philanthropy[35:48] Advice for Business Community[37:13] Advice for Young People[39:04] Current InspirationsResources MentionedPisces FoundationNational Resources Defense CouncilSierra ClubBlue Sky Funders ForumMosaic Funders CollaborativeHewlett Foundation“Abundance” by Ezra Klein and Derek ThompsonU.S. Environmental Protection Agency
Jeremiah Riethmiller explains how the Israel-Iran conflict has impacted markets. He says the best time to have traded oil would be in early June – but “hindsight's 20/20.” An “easy catalyst” for a market move higher would be a rate cut, but he doesn't expect one. Instead, he's watching 2Q earnings closely for how companies are “wrapping their hands” around tariffs – and the fate of the ‘Big Beautiful Bill' as the self-imposed July 4 deadline approaches. He likes infrastructure but has a different approach to it than other investors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
This week we're joined by Julie Clifford, Global eCommerce Acceleration & Capabilities Senior Manager at Church & Dwight.Julie's journey from art teacher to global ecommerce leader has one big throughline: helping others succeed. In this episode, she shares how that mindset fuels her work in marketing tech, content strategy, and digital transformation across markets worldwide.We cover:Why global consistency matters—and where localization still winsHow to balance creative agility with brand guardrailsManaging rights, risk, and nuance in global content workflowsThe vendor framework Julie uses (save money, make money, or mitigate risk)How her team is scaling content globally through partnerships—including their work with It'sRapidConnect with Julie: https://www.linkedin.com/in/julie-clifford-salesmarketing/ Get the It'sRapid Creative Automation Playbook: https://itsrapid.ai/creative-workflow-automation-playbook/Take It'sRapid's Creative Workflow Automation with AI survey: https://www.proprofs.com/survey/t/?title=ffgvdEmail us at sales@itsrapid.io to find out how to get your free AI Image AuditTheme music: "Happy" by Mixaud - https://mixaund.bandcamp.comProducer: Jake Musiker
In this episode, Hydrocarbon Processing spoke with Nav Sharma, Director of Product Management, Cybersecurity, Honeywell, on safeguarding assets from cyber attacks. This includes behavioral analytics and deception technologies, and what a truly proactive cyber defense system looks like in OT environments.
In this episode, H2Tech spoke with Nav Sharma, Director of Product Management, Cybersecurity, Honeywell, on safeguarding assets from cyber attacks. This includes behavioral analytics and deception technologies, and what a truly proactive cyber defense system looks like in OT environments.
Commuters in our biggest city are staring down another lengthy rail closure. KiwiRail's Dave Gordon spoke to Corin Dann.
Haakon Brunell is the CEO and Co-founder of Carbon Crusher, a Norwegian company turning traditional road construction on its head. Carbon Crusher refurbishes existing roads using bio-based binders and on-site recycling to create carbon-negative, cost-effective, and more durable infrastructure. In this episode, Haakon shares how their "Crushing-as-a-Service" model and SkyRoads AI platform reduce emissions, increase road longevity, and drive down costs. He explains why roads are both a climate problem and a climate opportunity—and how Carbon Crusher plans to sequester a gigaton of CO₂ by 2035.MCJ is an investor in Carbon Crusher, having participated in the company's seed round back in 2022 when it emerged from Y Combinator. Guest hosting for the first time on this episode is MCJ Partner, Thai Nguyen. Enjoy the show! In this episode, we cover: [02:23] Launching Carbon Crusher out of Y Combinator[05:22] An overview of Carbon Crusher[06:15] Roads as a climate problem and carbon sink opportunity[08:21] Emissions from traditional road refurbishment[09:41] Carbon Crusher's 3 pillars: crushing, bio-binders, and AI platform[12:52] Why roads are now stronger, cheaper, and greener[14:14] Customer mindset in a conservative industry[17:49] Origin story from winter-damaged roads in Norway[21:12] Performance in both cold and hot weather climates[22:53] Customers include cities, counties, and private road owners[26:12] SkyRoads AI helps digitize and plan road maintenance[28:45] Challenges: regulation and conservative decision-making[30:53] Vision: sequestering a gigaton of CO₂ by 2035Episode recorded on May 13, 2025 (Published on June 23, 2025) 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
In this dynamic two-part episode of the Nomad Futurist podcast, co-hosts Nabeel Mahmood and Phillip Koblence sit down with Charnocks brothers, Sean (Founder of Cloud Pioneer at Softlayer Technologies) and Will (Head of Infrastructure and Cloud Operations at Thales CPL) f or an in-depth conversation exploring their unexpectedly parallel journeys into digital infrastructure and the lessons learned along the way. Though each brother carved a distinct path, both attribute their success to a combination of curiosity, opportunity, and foundational values instilled early in life. Their careers — spanning cloud computing, cybersecurity, infrastructure engineering, and executive leadership — evolved not through rigid planning but through openness to emerging industries and the willingness to take strategic risks. Will embraces: W: “I was very fortunate to have fallen into [the] industry... There was no playbook, there were no courses, there was nobody. They weren't teaching these types of things. And so, I just kind of fell in there, found something that I was good at and that I actually enjoyed doing." The brothers reflect on a mindset that shaped their respective careers: a blend of independence, initiative, and resilience. Sean recalls a family mantra that still drives him today: S: "Go be something, go make yourself something." What some might interpret as pressure, the Charnocks saw as empowerment — a call to action that sparked their entrepreneurial drive. They also speak to the complementary roles their parents played in shaping their outlooks on risk and stability. As Sean shares: S: “I think Will and I were pretty lucky... [Our mother] made sure we had insurance and [our father] would chase the entrepreneurial stuff.” Whether you're a tech veteran, an aspiring entrepreneur, or someone navigating a career pivot, this episode offers meaningful insight into the personal and professional dynamics that shape long-term success in the digital infrastructure space. To stay connected with the Charnocks, follow Sean and Will on LinkedIn.
On 30 April 2025 Igneo formally acquired a 50% stake in the Norway headquartered, Floating Storage Regasification Unit (FRSU) operator Hoegh EVI. In the NEWSFLASH episode of Keeping it Real Assets, Alexander Nassuphis provides his thoughts on the role FSRUs and market leader Hoegh Evi are expected to play in the provision of long-term energy supplies.********************** Important information This material is for general information purposes only. It does not constitute investment or financial advice and does not take into account any specific investment objectives, financial situation or needs. This is not an offer to provide asset management services, is not a recommendation or an offer or solicitation to buy, hold or sell any security or to execute any agreement for portfolio management or investment advisory services and this material has not been prepared in connection with any such offer. Before making any investment decision you should consider, with the assistance of a financial advisor, your individual investment needs, objectives and financial situation. We have taken reasonable care to ensure that this material is accurate, current, and complete and fit for its intended purpose and audience as at the date of publication. No assurance is given or liability accepted regarding the accuracy, validity or completeness of this material and we do not undertake to update it in future if circumstances change. To the extent this material contains any expression of opinion or forward-looking statements, such opinions and statements are based on assumptions, matters and sources believed to be true and reliable at the time of publication only. This material reflects the views of the individual writers only. Those views may change, may not prove to be valid and may not reflect the views of everyone at Igneo Infrastructure Partners or First Sentier Investors. About First Sentier Investors References to ‘we', ‘us' or ‘our' are references to Igneo Infrastructure Partners or First Sentier Investors (as applicable). First Sentier Investors is a global asset management business which is ultimately owned by Mitsubishi UFJ Financial Group. Igneo Infrastructure Partners is an unlisted infrastructure asset management business and is part of the First Sentier Investors Group. We communicate and conduct business through different legal entities in different locations. This material is communicated in:[1] Australia and New Zealand by First Sentier Investors (Australia) RE Ltd, authorised and regulated in Australia by the Australian Securities and Investments Commission (AFSL 240550; ABN 13 006 464 428) European Economic Area by First Sentier Investors (Ireland) Limited, authorised and regulated in Ireland by the Central Bank of Ireland (CBI reg no. C182306; reg office 70 Sir John Rogerson's Quay, Dublin 2, Ireland; reg company no. 629188)Hong Kong by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities & Futures Commission in Hong Kong. First Sentier Investors and Igneo Infrastructure Partners are business names of First Sentier Investors (Hong Kong) Limited. Singapore by First Sentier Investors (Singapore) (reg company no. 196900420D) and this advertisement or material has not been reviewed by the Monetary Authority of Singapore. First Sentier Investors (registration number 53236800B) and Igneo Infrastructure Partners (registration number 53447928J) are business divisions of First Sentier Investors (Singapore).Japan by First Sentier Investors (Japan) Limited, authorised and regulated by the Financial Service Agency (Director of Kanto Local Finance Bureau (Registered Financial Institutions) No.2611)United Kingdom by First Sentier Investors International IM Limited, authorised and regulated by the Financial Conduct Authority (reg. no. SC079063, reg office 23 St Andrew Square, Edinburgh, Scotland, EH2 1BB)United States by First Sentier Investors (US) LLC, authorised and regulated by the Securities Exchange Commission (RIA 801-93167)other jurisdictions, where this document may lawfully be issued, by First Sentier Investors International IM Limited, authorised and regulated in the UK by the Financial Conduct Authority (FCA ref no. 122512; Registered office: 23 St. Andrew Square, Edinburgh, EH2 1BB; Company no. SC079063).To the extent permitted by law, MUFG and its subsidiaries are not liable for any loss or damage as a result of reliance on any statement or information contained in this document. Neither MUFG nor any of its subsidiaries guarantee the performance of any investment products referred to in this document or the repayment of capital. Any investments referred to are not deposits or other liabilities of MUFG or its subsidiaries, and are subject to investment risk, including loss of income and capital invested.© Igneo Infrastructure Partners
Ed Watal, Founder & Principal of Intellibus and co-founder of World Digital Governance, who helps Fortune 500 companies and governments build ethical and scalable AI … Read more The post Scaling Ethical AI: Why the Future of Innovation Depends on Responsible Infrastructure appeared first on Top Entrepreneurs Podcast | Enterprise Podcast Network.
In this episode, we'll dive deeper into the changes and challenges brought about by AI, particularly since the November 22 moment with ChatGPT. We'll explore how AI has impacted industrial systems engineering, data quality, and the utilization of massive amounts of data in factories and supply chains.Introduction Let's start with the big picture. AI has been around for a while, but the renewed focus on data quality and the challenges of handling vast amounts of data have become more prominent. The November 22 moment with ChatGPT triggered a significant shift in how we approach AI and data.Importance of Discovery One of the key aspects of an industrial-grade data fabric is the importance of discovery. Access to data, metadata, and data models is crucial for understanding and comprehending the information. This enables tooling, whether AI-assisted or analytics environments, to work effectively.Normalization is another critical factor. Ensuring common data formats at the consumption layer, such as everything in degrees Fahrenheit, is essential for consuming, discovering, and transforming data. Multistream contextualization also plays a significant role in this process.Data Storage and Manipulation Where does the data live? This is a separate issue that needs to be addressed. Whether the data is dumped into a data lake or handled ad hoc, the ability to manipulate data at cloud scale has seen significant changes. The technical obstacles are dropping, making it easier to bridge into source systems using well-described interfaces.Overall, the changes brought about by AI have had a tremendous impact on industrial systems engineering. The focus on interoperability, open systems, and solving large-scale problems has become more prominent. The technical obstacles are getting easier to overcome, and the opportunities for using AI and data fabrics are exciting.Let's continue the conversation and explore more about industrial-grade data fabrics and their role in the era of AI.Would you like to be a guest on our growing podcast?If you have an intriguing, thought provoking topic you'd like to discuss on our podcast, please contact our host Colin Masson at cmasson@arcweb.com or Our Producer Tom CabotView all the episodes here: https://thedigitaltransformationpodcast.buzzsprout.com
Service provider networks face a couple of difficult challenges: how to map service level agreements to actual network health and performance, and how to deliver service assurance to customers regardless of what happens on the network. On today’s sponsored Heavy Networking we talk with Cisco Systems about its approach to service assurance, how Cisco is... Read more »
Service provider networks face a couple of difficult challenges: how to map service level agreements to actual network health and performance, and how to deliver service assurance to customers regardless of what happens on the network. On today’s sponsored Heavy Networking we talk with Cisco Systems about its approach to service assurance, how Cisco is... Read more »
The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand markets not just in during turbulent times, but in everyday decision making. But is AI the answer to consistent investment performance, and how can human judgment have the potential to create more resilient investment results? Enter systematic investing, that blends human insight and machine learning to pursue consistent alpha in volatile markets through disciplined processes, alternative data, and continuous innovation.Ronald Kahn, Global Head of Systematic Investment Research at BlackRock, has played a foundational role in shaping the field of quantitative investing over the past few decades. He joins host Oscar Pulido to talk about what it means to pursue consistent alpha in today's markets, how data and technology have evolved investors' expectations and how systematic investing continues to deliver potential in uncertain conditions.Key moments in this episode:00:00 Investment Uncertainty in 202502:23 Pursuing Consistent Alpha in Volatile Markets04:02 The Role of Data and Technology04:26 Alternative Data in Action07:53 Systematic Investing and Technology12:44 Human and Machine Collaboration16:07 Considerations for Individual Investors18:47 Conclusion and Next Episode PreviewCheck out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q
Leslie is joined by Scott Paul, President of the Alliance for American Manufacturing (AAM), a partnership established by some of America's leading manufacturers and the United Steelworkers union. The two discuss: 1. The Wall Street Journal recently documented the stark disparity between China and America's military-industrial strength in a series of graphs. The results are downright alarming, especially as geopolitical tensions flare. The data illustrate the urgent need for the United States to take action to revitalize our domestic shipbuilding industry. 2. With tariffs coming into force, Made in the USA marketing is surging. U.S. consumers are rejiggering their purchasing habits, as evidenced by a boom in “Made in USA” searches on e-commerce sites, and companies are more than happy to tout their “Made in USA” commitments. (From Modern Retail: “Amazon searches for the phrase shot up to 126,000 from 26,000 in the past 30 days — nearly five times the previous period.”) 3. The state of our infrastructure and energy grid is dire. It's a crisis that creates another obstacle to U.S. manufacturing's renaissance and America's competitiveness. 4. This time, the China Shock is global in nature. Beijing is flooding the world's markets with its industrial overcapacity across all categories, and job losses and bankruptcies are trailing the imports. WEBSITE: AmericanManufacturing.org YouTube Channel: youtube.com/@AmericanMfg (where you can watch episode's of AAM's podcast, "The Manufacturing Report") (If you want to listen to episodes of "The Manufacturing Report," visit AmericanManufacturing.org/Podcast) X: 1. AAM - @KeepItMadeInUSA 2. Scott Paul - @ScottPaulAAM BlueSky: @keepitmadeinusa.bsky.social
Service provider networks face a couple of difficult challenges: how to map service level agreements to actual network health and performance, and how to deliver service assurance to customers regardless of what happens on the network. On today’s sponsored Heavy Networking we talk with Cisco Systems about its approach to service assurance, how Cisco is... Read more »
Leslie is joined by Scott Paul, President of the Alliance for American Manufacturing (AAM), a partnership established by some of America's leading manufacturers and the United Steelworkers union. The two discuss: 1. The Wall Street Journal recently documented the stark disparity between China and America's military-industrial strength in a series of graphs. The results are downright alarming, especially as geopolitical tensions flare. The data illustrate the urgent need for the United States to take action to revitalize our domestic shipbuilding industry. 2. With tariffs coming into force, Made in the USA marketing is surging. U.S. consumers are rejiggering their purchasing habits, as evidenced by a boom in “Made in USA” searches on e-commerce sites, and companies are more than happy to tout their “Made in USA” commitments. (From Modern Retail: “Amazon searches for the phrase shot up to 126,000 from 26,000 in the past 30 days — nearly five times the previous period.”) 3. The state of our infrastructure and energy grid is dire. It's a crisis that creates another obstacle to U.S. manufacturing's renaissance and America's competitiveness. 4. This time, the China Shock is global in nature. Beijing is flooding the world's markets with its industrial overcapacity across all categories, and job losses and bankruptcies are trailing the imports. WEBSITE: AmericanManufacturing.org YouTube Channel: youtube.com/@AmericanMfg (where you can watch episode's of AAM's podcast, "The Manufacturing Report") (If you want to listen to episodes of "The Manufacturing Report," visit AmericanManufacturing.org/Podcast) X: 1. AAM - @KeepItMadeInUSA 2. Scott Paul - @ScottPaulAAM BlueSky: @keepitmadeinusa.bsky.social
Interview with Bo Sears, CEO of Helix ExplorationOur previous interview: https://www.cruxinvestor.com/posts/helix-exploration-lsehex-strategic-producer-targets-us-helium-supply-gap-6513Recording date: 18th June, 2025Helix Exploration presents a compelling investment opportunity as a self-funded helium producer positioned to begin commercial production by end of summer 2025. CEO Bo Sears leads a company with 355 million cubic feet of recoverable helium reserves in Montana's Rudyard Field, demonstrating a perfect drilling success rate with three productive wells from three attempts. The company's processing plant is two-thirds complete with critical membrane units arriving from Europe, positioning Helix to capitalize on helium's unique market characteristics where "there is no substitute for most of helium's applications by virtue of its atomic properties," as Sears explains.Unlike typical resource companies requiring continuous equity raises, Helix maintains a self-funding growth model that eliminates dilution risk while providing operational flexibility. The company projects $4 million gross annual revenue per well at $500 per thousand cubic feet helium pricing, with substantial margins driven by efficient drilling operations and low variable costs primarily related to compression power. This economic model supports organic expansion through cash flow generation rather than dilutive financing, a significant advantage in today's challenging capital markets.The strategic value of North American helium production has increased due to geopolitical tensions affecting major supply sources. With ongoing conflicts near Qatar's North Pars Field, US-based production offers supply security that supports long-term pricing stability. Helium's applications span from MRI machines to semiconductor manufacturing, creating inelastic demand that provides pricing power unavailable in substitutable commodities. As Sears notes, "you can't replace helium with hydrogen for obvious purposes. Think Hindenburg, right? On up the food chain to the MRI machines and the semiconductor manufacturing, there is no other element that can do what Helium does."Helix demonstrates operational excellence through strategic well spacing that allows one well to drain an entire square mile section, minimizing development costs while maximizing recovery. The company's partnerships with established operators Wacoda and Treasure State Drilling provide operational expertise while maintaining cost control. Infrastructure advantages include reliable power access, excellent road networks, and proximity to end markets, with a gathering system design that allows efficient integration of additional wells as production scales.Traditional exploration risks have been substantially reduced through proven reserves, successful drilling results, and an immediate production timeline. Management's 25+ years of industry experience and focus on operational benchmarks differentiate Helix from competitors facing execution challenges. The combination of immediate production timeline, self-funded growth capability, proven reserves, and exposure to a strategic commodity with inelastic demand creates a unique value proposition for investors seeking commodity exposure with limited downside and substantial upside potential in an essential but underappreciated sector.—Learn more: www.cruxinvestor.com/companies/helix-explorationSign up for Crux Investor: https://cruxinvestor.com
This "Best of '25!" episode of the Astonishing Healthcare podcast highlights Episode 58, which featured Liya Lomsadze (Director, Product Management) at Capital Rx. Liya highlights her journey from data analytics on the provider side to leading the product development of Capital Rx's Unified Claims Processing™ product, Judi Health™. We'll be back with a fresh new episode next week, but given the acquisition of Amino Health and launch of Judi Care, a unified "front end" pharmacy and medical care navigation solution, we think having an understanding of what the back end - or "chassis" - is capable of helps paint a picture of what the future of health benefits management can look like!Liya and host Justi Venneri dive into several recent updates to the Judi® platform, highlighting Judi's overall agility and how it aids in the administration of benefit plans for Capital Rx's clients. During the discussion, they also explore:Improvements to the Prior Authorization (PA) Tool, including a new supervisor dashboard for PA requests.Judi's ability to ingest historical claims data for seamless onboarding of new clients.The potential expansion of Unified Claims Processing to include other insurance (e.g., vision and dental).Capital Rx's new Medicare Prescription Payment Plan (M3P) and Judi's ability to meet evolving CMS requirements.Judi's Formulary Management Tool, which aims to improve how claims are adjudicated by making formulary data both accessible and functional.How Judi Health aims to streamline member care and improve the patient experience.Last, Liya praises one of Judi's most loved features - can you guess what it is? Hint: if, then.Related ContentCapital Rx Unveils Healthcare's First Unified Pharmacy and Medical Claims Processing PlatformCapital Rx Receives a US Utility Patent Covering its Enterprise Health Platform - Judi®How Our Favorite New JUDI Features Aid Pharmacy Benefit AdministrationAH027 - What is Pharmacy Benefit Management? With Jillian Lonson and Jean Beman, Part 1AH028 - What is Pharmacy Benefit Management? With Jillian Lonson and Jean Beman, Part 2For more information about Capital Rx and this episode, please visit Capital Rx Insights.
Get ready to unpack some wild real estate stories and political showdowns with former McDowell County Commissioner and longtime real estate professional Andy Webb. From dealing with aggressive Treasury agents to local water wars and property tax debates, this conversation dives deep into the gritty realities faced by property owners in Western North Carolina. Tune in for an eye-opening discussion about community trust, government overreach, and why local knowledge trumps federal oversight every time. Key takeaways to listen for What happens when a Treasury agent demands local property? Why FEMA's disaster response sparked local outrage The big questions after a natural disaster changes property lines forever A dramatic battle between counties for the lifeblood of community growth How skyrocketing property values impact local families and community futures Resources mentioned in this episode FEMA Patriot Relief About Andrew WebbAndrew is a former McDowell County Commissioner and a seasoned real estate professional who began his journey in banking with Northwestern Bank. Having earned his broker's license in 1976, he has deep roots in Western North Carolina and a clear-eyed perspective shaped by decades in both private entrepreneurship and public service. Known for his independent spirit and candid approach, Andrew's experiences shed light on the complicated intersection of real estate, politics, and community. Connect with Andrew Email: andrewkwebb56@gmail.com Connect with Leigh Please subscribe to this podcast on your favorite podcast app at https://pod.link/1153262163, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram @ LeighThomasBrown. Sponsors "You Ask. Leigh Answers." Your Affordable Coaching Program Hey there, real estate pros! Are you ready for some more Leigh Brown wisdom in your life? Then don't miss out on my brand-new program, "You Ask. Leigh Answers." It's your exclusive gateway to the insights and advice you need to supercharge your real estate business. With "You Ask. Leigh Answers." you get Direct Access to Leigh Brown, directly! Expert Coaching, Community Connection, and Extensive Resources. Whether listening to this on the go or watching at home, sign up today at Answers.RealEstate and take your business to the next level. Trust me, you'll be glad you did!
From inclusive neighbourhoods and climate-resilient design to mobility and destination development, we explore how infrastructure is being redefined – not just as roads and bridges, but as a tool for better living.See omnystudio.com/listener for privacy information.
If you need to route in your network, you can program static routes into all your routing-capable devices. And this can work. But at some point, you’re probably going to want to switch to a dynamic routing protocol. On today’s N Is For Networking, Ethan and Holly discuss the differences between static and dynamic routes,... Read more »
An exploited iOS iMessage vulnerability Apple denies? The NPM repository is under siege with no end in sight. Were Comcast and Digital Realty compromised? Don't ask them. Matthew Green agrees: XChat does not offer true security. We may know how Russia is convicting Telegram users. Microsoft finally decides to block two insane Outlook file types. 40,000 openly available video camera are online. Who owns them? Running SpinRite on encrypted drives. An LLM describes Steve's (my) evolution on Microsoft security. What do we know about the bots that are scanning the Internet? Show Notes - https://www.grc.com/sn/SN-1030-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT bitwarden.com/twit material.security drata.com/securitynow bigid.com/securitynow
On today’s show, we’re joined NetBox Labs co-founders Mark Coleman and Kris Beevers. They recount how they founded NetBox Labs and discuss its growth and how it’s being used. We also delve into the NetBox Labs community and its importance for users. And of course, there’s the ever-present AI discussion. Mark and Kris also talk... Read more »
An exploited iOS iMessage vulnerability Apple denies? The NPM repository is under siege with no end in sight. Were Comcast and Digital Realty compromised? Don't ask them. Matthew Green agrees: XChat does not offer true security. We may know how Russia is convicting Telegram users. Microsoft finally decides to block two insane Outlook file types. 40,000 openly available video camera are online. Who owns them? Running SpinRite on encrypted drives. An LLM describes Steve's (my) evolution on Microsoft security. What do we know about the bots that are scanning the Internet? Show Notes - https://www.grc.com/sn/SN-1030-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT bitwarden.com/twit material.security drata.com/securitynow bigid.com/securitynow