Podcasts about Infrastructure

On this episode of The Hen Report, Jasmin Singer and Mariann Sullivan dig into a mix of movement news and reflection. They share encouraging data on the growth of plant-based product labeling and break down key legal wins in animal rights cases — including the Wayne Hsiung prosecution and the Meyenberg goat rescue case. The conversation turns to the environmental toll…

In Episode 109 of the Land to Lots™ Podcast, Carter Froelich talks with Tyler Cobb, Partner at Taft Law in Phoenix, Arizona, and the principal architect of Arizona House Bill 2999, on the state's new State Affordability Infrastructure District, or SAID, framework signed into law by Governor Hobbs on June 5, 2026.  Tyler shares his path into public finance, from starting as a summer associate at Ballard Spahr in Phoenix to representing developers on Arizona Community Facilities District transactions at a time when few public finance attorneys wanted that role, through his move to Taft a year ago. He then explains how House Bill 2999 came together, including the role of the Home Builders Association of Central Arizona, the year-long stakeholder engagement process, Governor Hobbs's focus on housing affordability, and the connection between cost of capital for horizontal infrastructure and the price of a finished home.  Lastly, Carter and Tyler discuss the state of district financing in Arizona, including the 1988 Community Facilities District Act, the local approval bottleneck that has made district formation unpredictable, Arizona's $347 million of new money district financing from 2019 through mid-2025 compared with Colorado, Texas, Florida, and Utah, rising horizontal construction costs, the taxpayer protection and disclosure requirements built into the SAID Act, and why the new framework governs how infrastructure gets financed rather than what gets built.  In this episode, you'll learn:  How Arizona's Community Facilities District Act has worked since 1988, and why the extent of local involvement required to form a district became the primary bottleneck rather than any deficiency in the statute itself.  Why Arizona financed $347 million of new money district infrastructure from 2019 through mid-2025 while Colorado financed $11.6 billion, Texas MUDs $8.9 billion, Florida CDDs $8.4 billion, and Utah PIDs $4.5 billion.  How Governor Hobbs's focus on housing affordability, and Arizona's fall from 33rd to 45th in the nation on affordability, shaped the framing and the legislative path of the bill.  Which features Tyler drew from Colorado metropolitan districts, Utah districts, Texas MUDs, and Florida CDDs while using the Arizona CFD Act as his drafting template.  How the legislation builds in taxpayer protection through 100 percent landowner consent to form, a detailed formation petition, Arizona Finance Authority oversight, annual district reporting, and a homeowner disclosure form at resale.  Why the SAID Act operates strictly as a special purpose financing act and does not touch zoning, entitlements, design standards, plans and specifications, or the conveyance and acceptance of completed infrastructure.  Why the 6.5 percent annual rise in horizontal construction costs over the past six years, compared with roughly 3 percent per year in the twenty years before that, makes every year of financing delay more expensive for developers and homebuyers.  How municipal concerns around staff capacity, administrative burden, and political exposure were addressed so that cities and counties keep their entitlement authority without having to administer additional districts.  Show Notes Tyler Cobb Contact Information W – https://www.taftlaw.com/  O – (602) 240-3035 E – TCobb@taftlaw.com  Plus: Whenever you're ready, here are 4 ways Launch can help you with your project:  Prepare a Special Tax District Bond Analysis for your Project – If you have a project in AZ, CA, CO, ID, NC, NM, SC, TX, UT, WA, contact Carter Froelich and have Launch prepare an initial complimentary high-level bond analysis for your project.  Add Favorable Financing Language to Annexation and/or Development Agreements – Create certainty and flexibility related to your project's infrastructure financing by having Launch professionals prepare handcrafted favorable financing language for inclusion in your Annexation and/or Development Agreement. Contact Carter Froelich for more information.  Perform The RED Analysis™ on your Project – We have developed a unique process at Launch called The RED Analysis™ in which we perform a diagnostic review of your project to determine possible ways to Reduce, Eliminate and Defer infrastructure construction costs in order to enhance project returns. Contact Carter Froelich for more information.  Hold a 1-Hour Complimentary Project Vision™ and DOS Worksheet for your Project – If you have a project in AZ, CA, CO, ID, NC, NM, SC, TX, UT, WA, contact Carter Froelich and schedule a complimentary 1-hour Project Vision™ and DOS conversation for your project which will result in a high-level Project Path & Plan™ for your project. (Note: Projects should be 250 acres or more).  Complimentary Offers for Land to Lots™ Listeners Complimentary Land to Lots book: https://www.launch-mpc.com/offer Complimentary Bond Sizing Analysis: https://form.jotform.com/231376408765160 

We talk with Eglae Recchia, CEO of Keyway, about how Proptech grows from building tech into AI that gives commercial real estate teams back time for judgment. We also trace her path from a childhood of constant moves to MIT's SloanSchool of Business and a career built on turning data into action for lenders, REITs, investors, and operators. • Proptech as a broad umbrella across the built environment, fintech, and AI • Why “insights” are no longer enough and how “so what” drives adoption • How moving often shaped adaptability, networking, and comfort with pivots • Philosophy and advertising as training for clear thinking and persuasion • Early career lessons from editorial work, technology shifts, and ops problem solving • Choosing MIT's Sloan School of Business to build analytical tools and a problem-solving mindset • Graduating in 2009 and using networking to break into financial services • Finding commercial real estate through Capital One strategy and portfolio questions • Keyway's evolution from investor-operator thesis to agentic infrastructure for CRE • Who Keyway serves today and how it combines public data with internal data • What comes next: enterprise agents, risk management, and fraud detection Be sure to subscribe to the podcast on Apple Podcasts, Spotify, or wherever you listen to podcasts. To learn more, visit proptechespress.com. 

This week's earnings season delivered a clear message — the AI infrastructure buildout is not a zero-sum game, and the capital being deployed is staggering. But with Meta already planning AI-driven layoffs and SoftBank seeking another $10 billion loan just for OpenAI exposure, investors need to think hard about where the real returns will flow.Today's Stocks & Topics: SLB N.V. (SLB), Market Wrap, HF Sinclair Corporation (DINO), Congress and Health Insurance, STAG Industrial, Inc. (STAG), How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In, Risk of Losing Money if ETFs Fails, A. O. Smith Corporation (AOS), McDonald's Corporation (MCD), Japanese Government Bond Yield increased.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Michael Masters, National Director and CEO of the Secure Community Network, joined us on the Guy Benson Show today with guest host Harry Hurley to discuss lessons learned from the intelligence failures of 9/11. Masters and Hurley reflected on the formation of the Department of Homeland Security after the terrorist attack, the evolution of national security, the emergence of AI in the modern threat environment, and more. Listen to the full interview below! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Eric Chou welcomes guest co-host William Collins as well as Network Automation Forum founders Scott Robohn and Chris Grundemann to discuss how their community emerged from a simple question: Why haven’t we seen full adoption of network automation? They discuss the growth of AutoCon and how its practitioner-focused, vendor-neutral approach has fostered a unique environment... Read more »

Eric Chou welcomes guest co-host William Collins as well as Network Automation Forum founders Scott Robohn and Chris Grundemann to discuss how their community emerged from a simple question: Why haven’t we seen full adoption of network automation? They discuss the growth of AutoCon and how its practitioner-focused, vendor-neutral approach has fostered a unique environment... Read more »

South Carolina is investing in public health infrastructure designed not just to meet today's needs, but to prepare for the next crisis. Brannon Traxler, acting director for the South Carolina Department of Public Health, and an ASTHO member discusses the state's new public health and environmental laboratory, built to replace an aging facility that struggled to handle the demands of COVID-19 testing and modern laboratory equipment. The new lab is one of a small number of CDC Laboratory Response Network Level 1 facilities capable of high-volume surge testing for chemical threats and other emergencies.Hurricane Response and Recovery | ASTHOHow Hurricane Ian Led to South Carolina's New System for Natural Disaster Response | ASTHOThe traditional respiratory virus season hasn't started, but Covid is already climbing | CNN

One asset, three routes to capital. In part one, Scott Zuchorski and Monsur Hussain unpack Fitch's latest report on how corporate, project, and structured finance are converging to meet a US$106 trillion global infrastructure need by 2040 and beyond.

Four investors. One hard question: does impact actually pay, and how do you prove it?This is a compilation episode of SRI360, pulling together four conversations that answer that question from four seats at the table — growth equity, private equity sustainability, infrastructure, and the policy world trying to move trillions. None treats impact simply as a discount you accept for doing good. Across four very different perspectives, they make the case that impact and financial success can — and increasingly must — work together.Maya Chorengel of TPG's Rise Fund only invests where impact and financial return are “collinear” — where the two rise together — and screens every deal for a 20%+ gross IRR and a measurable impact floor, using a formal equation built by TPG's in-house team. Cornelia Gomez of General Atlantic reduces the whole sustainability question to three value-creation levers — revenue, cost, and exit — and can name a company's three “hot potatoes” in ten minutes. Anish Majmudar of M&G runs a real-assets impact fund with roughly $750 million committed across 100-plus projects, built on the argument that infrastructure is where impact and cash flow line up most naturally. And Kieron Boyle of the Impact Investing Institute works the other end — trying to pull the trillions sitting in mainstream capital markets and family offices into the field.Taken together, they map how impact investing actually underwrites, measures, and defends itself — at a moment when the whole category is under political fire.In this episode we discuss:“Collinearity”: why the best impact deals are the ones where returns and impact rise togetherHow to underwrite impact with an actual equation — and a 20%+ IRR floorThe three levers that link sustainability to value: revenue, cost, and exitHow to spot the three sustainability risks that actually move valuation — fastWhy infrastructure is where impact and cash flow align most cleanlyPulling the trillions in mainstream and family-office capital into impactWhy the whole category is contested — and what the ESG backlash gets wrongFeatured guests:Maya Chorengel, Co-Managing Partner, The Rise Fund (TPG)Cornelia Gomez, Global Head of Sustainability, General AtlanticAnish Majmudar, Head of Infrastructures and Real Assets, Private Markets - M&G PLCKieron Boyle, CEO, Impact Investing InstituteAdditional ResourcesMaya Chorengel — The Rise Fund (TPG)Full SRI360° episode (EP50): https://sri360.com/podcast/maya-chorengel/The Rise Fund: https://therisefund.com/Maya Chorengel on LinkedIn: https://www.linkedin.com/in/maya-chorengel-603b76/HBR article “Calculating the Value of Impact Investing”Cornelia Gomez — General AtlanticFull SRI360° episode (EP74): https://sri360.com/podcast/cornelia-gomez/General Atlantic: https://www.generalatlantic.com/Cornelia Gomez on LinkedIn:https://www.linkedin.com/in/cornelia-gomez/Anish Majmudar — M&G plcFull SRI360° episode (EP43): https://sri360.com/podcast/anish-majmudar/M&G plc: https://www.mandg.com/Anish Majmudar on LinkedIn: https://www.linkedin.com/in/anish-majmudar-cfa-8192933b/Kieron Boyle — Impact Investing InstituteFull SRI360° episode: https://sri360.com/podcast/kieron-boyle/Impact Investing Institute: https://www.impactinvest.org.uk/Kieron Boyle on LinkedIn: https://www.linkedin.com/in/kjboyle/Discover More from SRI360°:Explore all episodes of the SRI360° PodcastSign up for the free weekly email update

Psychologist joins calls for compulsory helmets on e-scooters; ICU doctor calls for more RSV vaccination funding; Bernard Hickey on why OCR rise will hit those already suffering; Queenstown farmer funds wheelchair lift for Wellington family; Developer revives controversial Arrowtown housing project

David Gelles, reporter on The New York Times climate team and leader of the Times' "Climate Forward" newsletter and events series, talks about his reporting on the economic effect of this summer's strong storms, and the weather effects of El Niño, which is happening but hasn't yet peaked. Photo: Operator monitoring wind speed and direction in the Pacific at the Peruvian National Emergency Operations Center (COEN) regarding preparations for the arrival of El Niño and national multi-hazard drills. (Carlos Garcia Granthon/Fotoholica Press/LightRocket via Getty Images) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Colombia Calling podcast, Richard McColl interviews Simon Faulkner - Senior Lecturer of Academic Excellence at University College Birmingham - about the impact of natural disasters on Colombia's tourism industry, exploring recovery models, infrastructure challenges, and strategies for building resilient destinations. Key topics: Disaster management frameworks in tourism Impact of earthquakes on Colombian destinations Infrastructure challenges in Colombia's tourism sector Community involvement in recovery efforts Diversification of tourism products post-disaster  Sustainable tourism development in Colombia.    The Colombia Briefing is reported by Emily Hart.  

The power grid is undergoing its biggest transformation in decades, propelling opportunities in related infrastructure service platforms and sectors. Jeff Jenkins, co-founder and managing partner of Bernhard Capital Partners, joins i3 editor Kali Arevalo to discuss where exactly private capital is flowing within the power infrastructure ecosystem, the structural shift in American re-industrialization and why the nature of current investment opportunities represent a lasting structural shift rather than cyclical demand. 

The power grid is undergoing its biggest transformation in decades, propelling opportunities in related infrastructure service platforms and sectors. Jeff Jenkins, co-founder and managing partner of Bernhard Capital Partners, joins i3 editor Kali Arevalo to discuss where exactly private capital is flowing within the power infrastructure ecosystem, the structural shift in American re-industrialization and why the nature of current investment opportunities represent a lasting structural shift rather than cyclical demand. (09/2026)

Blue Lake mayor, John Sawartzky, shares how the city is navigating inherited challenges to building a visionary path forward.

In this episode of the Matthews Mentality Podcast, Kyle Matthews sits down with Stuart McWhorter, Tennessee's Commissioner of Economic and Community Development and newly named Deputy Governor, to break down why Tennessee has become one of the country's most competitive destinations for businesses, jobs, and investment.Stuart gives an inside look at how Tennessee recruits companies, supports existing businesses, and competes with other states for major economic development projects. From taxes and regulation to workforce development, infrastructure, logistics, and quality of life, he explains what companies are actually looking for when deciding where to invest billions of dollars and create thousands of jobs.The conversation also explores the growing push to bring manufacturing and critical supply chains back to the United States, why economic development has become increasingly tied to national security, and how Tennessee is positioning itself for the next generation of American growth.Topics covered in this episode:- Why companies are relocating and expanding in Tennessee- What Tennessee's Commissioner of Economic and Community Development actually does- How states compete to land major economic development projects- Why Tennessee's tax and regulatory environment attracts businesses- The importance of workforce development and access to talent- How site selection consultants influence corporate relocations- The role incentives play in attracting new companies- Why existing business expansions matter just as much as relocations- Starbucks' plans to create approximately 2,000 jobs in Nashville- LG Chem's $3.5 billion investment in Clarksville- Orano's $4 billion nuclear fuel project in Oak Ridge- Korea Zinc's $6.5 billion investment and the importance of critical supply chains- Why bringing manufacturing back to America is becoming a national security issue- Infrastructure, power, water, roads, and TVA's role in economic development- The opportunities and misconceptions surrounding data centers- How Tennessee coordinates across government agencies to move projects forward- What happens when Tennessee loses a major business deal- Stuart's transition from venture capital and business into public service- The values behind Tennessee's continued population and economic growth- Why Stuart believes one word defines what people are searching for when they move to Tennessee: hopeStuart also shares the realities behind the headlines of billion-dollar economic development announcements, including the years of planning, infrastructure investment, negotiations, and collaboration required to turn a potential project into real jobs and economic growth.Whether you're an entrepreneur, business leader, investor, real estate professional, or simply interested in why companies and people continue moving to Tennessee, this conversation offers an inside look at the strategy behind one of America's fastest-growing business environments.Learn More About Tennessee Economic & Community Development:Website: https://tnecd.comFollow Stuart McWhorter:LinkedIn: https://www.linkedin.com/in/stuart-mcwhorterFollow Kyle Matthews CEO:Instagram: https://www.instagram.com/kylematthewsceoTikTok: https://www.tiktok.com/@kylematthewsceoX: https://x.com/kylematthewsceoLinkedIn: https://www.linkedin.com/in/kylematthewsceo

From AI that acts without explicit approval to a regulatory environment that's pulling back on exams, Michael Berman — CEO and founder of Ncontracts — joins Rafael DeLeon to make the case that both forces are pointing financial organizations in the same direction: toward more risk, not less, and toward infrastructure that has to hold without an examiner asking for it.

Episode 6 of Rethinking EHS, Season 3 focuses on water-related infrastructure resilience and how organisations can prepare for more frequent and severe climate-induced water risks. Across the UK, India and Switzerland, the discussion shows that resilience challenges take different forms — from surface-water and coastal flooding to drought, intense downpours, glacier melt and slope instability. A recurring lesson is that infrastructure can no longer be planned as isolated assets or designed only around historical climate records; connected systems and cascading failures must be considered. Looking ahead, the guests emphasise proactive, pre-event planning: integrating climate risk assessments into asset management, combining engineered and nature-based solutions, improving forecasting and monitoring, learning across regions, and mapping supply-chain exposure. The goal is not simply to withstand the next event, but to keep essential services operating, recover quickly and remain fit for purpose over the full design life. --- Guest quotes: Alex Perryman: “So I'd say in the UK we're talking about the whole spectrum, like too much water, too little water and everything in between and the quality of it, the availability of it, how efficiently we use it and how we reuse it even as a resource.” Michalis Lellis: “Climate conditions are changing and infrastructure that was once considered resilient may no longer provide the same level of protection in the future.” --- Sponsor Copy Rethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety, and sustainability services, working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit inogenalliance.com to learn more. Produced by https://madcontent.co.nz/

CAPTION: 1910 DETROITAlan Tonelson highlights the significant manufacturing revival currently taking place in the United States, driven by key sectors like aerospace and artificial intelligence infrastructure. Boeing's resolution of safety and production issues has revitalized aerospace, while a massive buildout of AI data centers has boosted demand for semiconductors, steel, and electronic equipment. Although trade tensions with Canada persist, the US-Mexico-Canada Agreement protects most trade, rendering short-term disruptions minimal. Furthermore, while widespread local protests against data centers have emerged across various states, they have not yet slowed down the overall rapid pace of construction. (3)

Dan Kaufman, journalist and author of The Fall of Wisconsin: The Conservative Conquest of a Progressive Bastion and the Future of American Politics (W. W. Norton & Company, 2018), reports on the movement against data centers in Wisconsin, a major hub for the centers, and how it's turning into a major issue there and elsewhere ahead of the midterms. Photo: Protesters gather for a statewide data center day of action at the Wisconsin State Capitol on February 12, 2026 in Madison, Wisconsin. (Joe Timmerman/Catchlight/Wisconsin Watch via Getty Images) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Take a Network Break! We start with listener followup about how Device Bound Session Credentials could thwart session cookie theft, and then highlight a string of critical vulnerabilities in IBM’s AIX. On the news front, Nvidia has reportedly bought Hugging Face for $12.9 billion, Nvidia and AWS team up on GPUs and physical AI, and... Read more »

Today we're chatting with Ivana Perbi, founder of Wardrobe Affaire, the world's first discovery platform dedicated to pre-loved fashion events, which is on a mission to help secondhand event organizers seamlessly host fashion experiences and help shoppers discover them – all over the world. Ivana grew up in southern Germany, where secondhand wasn't a trend but simply how her family shopped, and where weekends at the flea market where her mother sold clothes shaped her eye for style. After a decade working inside luxury fashion houses like Louis Vuitton and Chanel, a research trip back to her birthplace of Accra, Ghana — and a visit to the sprawling Kantamanto secondhand market — changed everything for her. Ivana left the corporate world, retrained as a UX designer, and launched a fashion rental platform in Berlin.  But after three years of testing, and some incredibly successful event pop-ups, she recognized a much bigger opportunity and pivoted Wardrobe Affaire into what it is today: a platform built to solve the real logistical headaches of hosting and discovering pre-loved fashion events. We're getting into it all — the pivot from rental to events, and her favorite vintage finds, including the vintage Chanel she found for a steal at a Berlin flea market!  Let's dive right in! DISCUSSED IN THE EPISODE: [02:54] Ivana loved style and collecting fashion magazines growing up [07:04] When sustainability in fashion started to connect with her personal values  [08:20] Learning about Ghana's Kantamanto Market and the scale of secondhand clothing waste  [11:07] Ways to keep clothing in circularity — repair, swapping, and rental  [13:29] What she learned about repair and craftsmanship working at Louis Vuitton and Chanel  [15:23] The origin story of her first fashion rental platform  [16:18] Convincing lenders, consumers, and investors to embrace rental in Germany  [18:08] What she learned about the "attitude-behavior gap" in sustainable fashion [20:52] Deciding to pivot from rental into secondhand events [23:42] The gaps she was trying to fill in the pre-loved events space, including event discovery  [27:47] What's keeping would-be shoppers on the sidelines from attending events  [31:27] Why curation of vendors is everything at a vintage shopping event  [36:03] What the pivot required of her personally as a founder  [38:26] Her personal style and vintage collection  EPISODE MENTIONS:  Wardrobe Affaire @wardrobeaffaire By Rotation HURR Sami Miro Vintage Pre-Loved's original research on secondhand events LET'S CONNECT: 

Take a Network Break! We start with listener followup about how Device Bound Session Credentials could thwart session cookie theft, and then highlight a string of critical vulnerabilities in IBM’s AIX. On the news front, Nvidia has reportedly bought Hugging Face for $12.9 billion, Nvidia and AWS team up on GPUs and physical AI, and... Read more »

itcoin is back below $78,000 after another failed attempt to establish $80K as support, while ETF inflows finally broke their winning streak and Kevin Warsh's Jackson Hole comments increased expectations for tighter monetary policy. Matt explains why Warsh's apparent commitment to returning inflation to 2% could mean higher rates and less liquidity, creating another potential headwind for Bitcoin. The bigger story is the growing convergence between Bitcoin mining and AI infrastructure. Miners already control power, grid connections, land, cooling and data-center infrastructure that AI companies desperately need, pushing companies like IREN, Riot and CleanSpark deeper into AI. Matt argues that this creates enormous opportunities but also new risks, including AI-focused regulations spilling into Bitcoin mining and the possibility that an eventual AI correction exposes companies whose valuations have become too dependent on the boom. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.

Take a Network Break! We start with listener followup about how Device Bound Session Credentials could thwart session cookie theft, and then highlight a string of critical vulnerabilities in IBM’s AIX. On the news front, Nvidia has reportedly bought Hugging Face for $12.9 billion, Nvidia and AWS team up on GPUs and physical AI, and... Read more »

AI is reshaping digital infrastructure at an unprecedented pace, redefining where opportunity lies, how leaders navigate change, and what it takes to build for what comes next.In this episode of the Nomad Futurist Podcast, co-hosts Nabeel Mahmood and Phil Koblence sit down with Andy Stewart, CEO of Ionic Digital, for a wide-ranging conversation on career reinvention, leadership, powered land, AI, and the evolving infrastructure landscape.Andy reflects on a career that began with ambitions of working on Wall Street and evolved across telecommunications, fiber, towers, data centers, and infrastructure investment. Along the way, he shares lessons on staying curious, communicating effectively, and embracing an unconventional path; especially as AI begins to reshape the skills that create the most value:“Learning a set skill and just one skill is great for mastery, but in this environment where AI is doing kind of leveling the playing field… what really becomes valuable is thinking, asking questions, and orchestrating.”The conversation also explores what effective leadership looks like in an industry moving at extraordinary speed. Andy emphasizes the importance of trust, clarity, and building teams that can move decisively through periods of growth and uncertainty:“You need to move at the speed of trust. If you trust each other, trust the team, trust each other's capabilities, you can just move a lot faster.”From there, the discussion turns to one of the defining challenges of the AI era: power.Andy explores the growing value of power-rich assets, what it takes to prepare them for AI workloads, and why transmission, connectivity, reliability, and timing are becoming critical factors in data center development. As he puts it:“We're gonna help monetize energy through data centers.”As AI accelerates demand for digital infrastructure, Andy's perspective underscores that the opportunity ahead will depend not only on power and technology, but on the people and leadership capable of turning that opportunity into reality.Tune in for Andy Stewart's insights on career reinvention, leadership, AI, energy, and the future of digital infrastructure, and connect with Andy on LinkedIn to continue the conversation.

Key TakeawaysMH parks = land business, not housing business. Owner rents pads, tenants own homes; owner avoids interior repairs and big capex on structures, focusing instead on utilities, roads, and management.Demand is counter-cyclical and supply is shrinking. Parks are the “Dollar Tree of housing,” performing best in downturns; new parks are almost never approved, while 100+/year are redeveloped into other uses.Economics are driven by NOI vs. interest rates. Deals are valued almost purely on income; investors seek cap rates 1–3 points over debt, targeting roughly 10–20% cash-on-cash by raising under-market rents, filling lots, and cutting waste.Expense ratios are lean vs. apartments. A well-run park often operates at 30–40% expenses (lower if tenants pay water/sewer, higher with high taxes or vacancy), compared to ~45–50% in typical multifamily.IDEAL framework for evaluating parks: Infrastructure (city water/sewer, no master meters), Density (lots big enough for modern homes), Economics (spread over debt), Age of homes (prefer 1990s+, paid-off), Location (urban-safe or strong suburban/exurban demand).Moat + controversy come from “stickiness.” Homes are effectively immobile (costly and risky to move), so tenants tend to stay long-term; this creates stable income and investor moat, but also fuels criticism around rent increases and perceived tenant lock-in.

In this episode, I dig into a potentially dangerous shift in U.S. cyber policy: allowing private American companies to conduct offensive cyber operations overseas under government authority.I get why the idea is attractive. Ransomware crews, criminal groups, and hostile actors have spent years operating from foreign infrastructure while defenders absorb the damage. At some point, people naturally start asking: why not hit back?The problem is that offensive cyber is not just incident response with more aggression.Attribution is messy. Infrastructure gets reused. Criminal groups overlap with intelligence services. Nation-states deliberately create ambiguity. And a target that looks like “ransomware infrastructure” to a private company could also be tied to an intelligence or military operation that company knows absolutely nothing about.That is where this gets dangerous.Because once an American company acts under U.S. authority, the target may not see a private cybersecurity firm. They may simply see the United States attacking them.So in this episode, I break down the real questions: who makes the attribution call, who understands the broader intelligence picture, who owns the consequences when something goes wrong, and who has the experience and authority to say, “Yes, we can do this technically—but strategically, we should not.”I'm not arguing that we should sit back and let adversaries hammer us.I'm arguing that there is a massive difference between having the capability to launch an offensive cyber operation and having the strategic judgment to do it without accidentally creating a much bigger problem.That distinction matters. A lot.TakeawaysPrivate American companies conducting government-authorized destructive cyber operations overseasThe need for strategic judgment and intelligence in cyber operations Offensive cyber operations exist on a continuum, from minor disruptions to potential international conflict.Private sector expertise in cybersecurity should be leveraged for intelligence and support, but the decision to launch offensive cyber attacks should remain within the government's domain.Chapters00:00 The Consequences of Private Cyber Operations03:38 The Dangerous Policy Idea07:46 The Memorandum and Its Implications10:34 The Most Dangerous Assumption13:49 The Petrov Problem and Strategic Context21:23 The Role of Human Latency in Cyber Operations24:07 The Geopolitical Implications of Private Sector Operations26:04 The Spectrum of Offensive Cyber Operations28:46 Geopolitical Implications and Attribution Challenges36:21 Legal and Ethical Considerations43:02 The Role of Private Sector and Government Collaboration46:18 Strategic Judgment and Human Oversight

Flock cameras have ignited a debate over surveillance, privacy, data collection, and public resistance. The MacVoices panel weighs in on the debate. They also discuss the risks of government-sponsored cyberattacks carried out by private companies, growing opposition to data centers over power and infrastructure demands, and the regulatory challenges surrounding their expansion. The panel includes: Chuck Joiner, David Ginsburg, Web Bixby, Eric Bolden, Jeff Gamet, Jim Rea, Marty Jencius.   This edition of MacVoices is brought to you by our Patreon supporters. Get access to the MacVoices Slack and MacVoices After Dark by joining in at Patreon.com/macvoices. Show Notes: Chapters: 00:00 Flock Cameras, Cyber Mercenaries, and Data Center Pushback00:29 The Growing Flock Camera Controversy04:04 Returning to Flock Cameras and Public Awareness05:57 Axon, Palantir, and Law Enforcement Technology07:58 Surveillance Cameras Beyond the United States11:53 Cameras Everywhere and Privacy Concerns12:50 Private Companies Conducting Cyberattacks14:50 Government Cyber Operations and Private Contractors16:52 Data Center Development and Community Pushback17:43 Data Center Moratoriums and Local Resistance19:58 Lessons From Data Center Development in Texas21:28 Power, Infrastructure, and the Costs of Data Centers22:09 The Case For and Against Data Center Moratoriums23:52 Exploring the MacWeek Archive26:23 Panelist Wrap-Up and Closing Comments Links: The ‘Flocklash' is getting louder—and more creative https://www.fastcompany.com/91594793/flock-backlash-camera-surveillance-protests-grow-louder   White House recruits security firms to hack overseas cybercriminals https://arstechnica.com/security/2026/08/white-house-recruits-security-firms-to-hack-overseas-cybercriminals/   President Trump signs a memo letting the US government partner with private companies to conduct cyberattacks abroad against criminal groups targeting Americans https://www.techmeme.com/260813/p2#a260813p2   Gov. Josh Shapiro takes a hard line against ‘predatory' data center developers in Pennsylvania https://www.nbcnews.com/politics/2028-election/gov-josh-shapiro-executive-order-data-centers-pennsylvania-rcna593177   PBS station fears losing 50TB of data after being ghosted by cloud storage provider https://arstechnica.com/information-technology/2026/08/pbs-station-fears-losing-50tb-of-data-after-being-ghosted-by-cloud-storage-provider/   The best look into Apple's past comes from this ‘MacWeek' archive https://appleinsider.com/articles/26/08/19/the-best-look-into-apples-past-comes-from-this-macweek-archive?utm_source=rss   Guests: Get detailed bios and contact information about for the panel on the MacVoices Live! Panel page on our web site:https://macvoices.com/macvoiceslive/macvoices-live-panel/ Support: Become a MacVoices Patron on Patreonhttp://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web:http://macvoices.com Twitter:http://www.twitter.com/chuckjoinerhttp://www.twitter.com/macvoices Mastodon:https://mastodon.cloud/@chuckjoiner Facebook:http://www.facebook.com/chuck.joiner MacVoices Page on Facebook:http://www.facebook.com/macvoices/ MacVoices Group on Facebook:http://www.facebook.com/groups/macvoice LinkedIn:https://www.linkedin.com/in/chuckjoiner/ Instagram:https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunesVideo in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss

Canada could expand its non-U.S. goods exports by an additional $146 billion by 2035, with agri-food representing a primary growth driver, according to a new report by PwC. Capturing these international opportunities, however, requires overcoming significant infrastructure and trade logistics gaps and maybe even trade-offs between supply chains. To unpack the logistics requirements and strategic... Read More

Flock cameras have ignited a debate over surveillance, privacy, data collection, and public resistance. The MacVoices panel weighs in on the debate. They also discuss the risks of government-sponsored cyberattacks carried out by private companies, growing opposition to data centers over power and infrastructure demands, and the regulatory challenges surrounding their expansion. The panel includes: Chuck Joiner, David Ginsburg, Web Bixby, Eric Bolden, Jeff Gamet, Jim Rea, Marty Jencius.   This edition of MacVoices is brought to you by our Patreon supporters. Get access to the MacVoices Slack and MacVoices After Dark by joining in at Patreon.com/macvoices. Show Notes: Chapters: 00:00 Flock Cameras, Cyber Mercenaries, and Data Center Pushback 00:29 The Growing Flock Camera Controversy 04:04 Returning to Flock Cameras and Public Awareness 05:57 Axon, Palantir, and Law Enforcement Technology 07:58 Surveillance Cameras Beyond the United States 11:53 Cameras Everywhere and Privacy Concerns 12:50 Private Companies Conducting Cyberattacks 14:50 Government Cyber Operations and Private Contractors 16:52 Data Center Development and Community Pushback 17:43 Data Center Moratoriums and Local Resistance 19:58 Lessons From Data Center Development in Texas 21:28 Power, Infrastructure, and the Costs of Data Centers 22:09 The Case For and Against Data Center Moratoriums 23:52 Exploring the MacWeek Archive 26:23 Panelist Wrap-Up and Closing Comments Links: The 'Flocklash' is getting louder—and more creative https://www.fastcompany.com/91594793/flock-backlash-camera-surveillance-protests-grow-louder   White House recruits security firms to hack overseas cybercriminals https://arstechnica.com/security/2026/08/white-house-recruits-security-firms-to-hack-overseas-cybercriminals/   President Trump signs a memo letting the US government partner with private companies to conduct cyberattacks abroad against criminal groups targeting Americans https://www.techmeme.com/260813/p2#a260813p2   Gov. Josh Shapiro takes a hard line against 'predatory' data center developers in Pennsylvania https://www.nbcnews.com/politics/2028-election/gov-josh-shapiro-executive-order-data-centers-pennsylvania-rcna593177   PBS station fears losing 50TB of data after being ghosted by cloud storage provider https://arstechnica.com/information-technology/2026/08/pbs-station-fears-losing-50tb-of-data-after-being-ghosted-by-cloud-storage-provider/   The best look into Apple's past comes from this 'MacWeek' archive https://appleinsider.com/articles/26/08/19/the-best-look-into-apples-past-comes-from-this-macweek-archive?utm_source=rss   Guests: Get detailed bios and contact information about for the panel on the MacVoices Live! Panel page on our web site: https://macvoices.com/macvoiceslive/macvoices-live-panel/ Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss

How can human rights and social justice advocates and investigators protect their data and technology infrastructure in an age of rising authoritarianism in the United States and abroad? Earlier this month, a coalition of human rights, justice, and data organizations launched the Technology Freedom Cooperative, a project designed to help nonprofit organizations protect evidence, reduce their dependence on big tech platforms, and "build independent capacity to work with large language models." Justin Hendrix spoke to two of its members, Maheen Khan, director of technology at the Invisible Institute, and Patrick Ball, director of research at HRDAG.

In this episode of the Planet MicroCap Podcast, I spoke with Lucas Sacerdote, Founder and CIO of Valora Investment Group, for his first-ever podcast appearance. We break down his focus on real, tangible assets trading at steep discounts to book value, why he believes the technology frontier is currently being bottlenecked by the physical frontier, and how he thinks about building concentrated positions in energy and infrastructure names. We get into his biggest current position, Canadian Solar, why he thinks the hate on solar is overblown, and how he differentiates between value traps and genuine opportunity. We also touch on EOS Energy, LibertyStream, Comstock, Adecoagro, and his broader thesis on Argentina. We mention several companies during this conversation, and Lucas is a current shareholder in Canadian Solar, EOS Energy, LibertyStream, Comstock, and Adecoagro. For more information about Valora Investment Group, please visit: https://www.valoraig.com/  Chapters 00:00 Introduction to Lucas Sacerdote and his background 01:58 Lucas's investment philosophy and focus on tangible assets 03:58 His journey from KIG Investment Management to founding Ballora 08:01 Argentina's capital markets ecosystem and opportunities 12:05 Filtering process from 53,000 companies to 50 stocks 19:00 Case study: Canadian Solar and due diligence process 23:01 Managing conviction and position sizing in microcap investing 29:53 Market run-ups, valuation, and behavioral biases 37:07 Lessons from 2022 and downside protection 39:58 Argentina's macro outlook and investment thesis 44:09 Advice for young investors and where to follow Lucas Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

Ben Horowitz, Martin Casado, Raghu Raghuram, and Erik Torenberg discuss the launch of a16z's new Machine Age Fund and the infrastructure buildout behind AI, from chips, memory, and networking to power, cooling, and data centers. Why a dedicated fund now? The group argues that the bottleneck in AI is increasingly shifting from the models themselves to everything beneath them. Hyperscaler CapEx is surging, critical components are booked years in advance, and each new generation of reasoning and agents requires dramatically more compute. They unpack why this cycle looks different from previous infrastructure booms and how AI is turning problems once constrained by engineering into problems that can increasingly be attacked with capital and compute. They also explore where the next generation of infrastructure companies could emerge, why founders are returning to hard technical problems across hardware and systems, and what it will take to rebuild the computing stack for the Machine Age. Resources: Read more about the Machine Age Fund : https://www.a16z.news/p/the-machine-age-fund Follow Ben Horowitz on X: https://x.com/bhorowitz Follow Raghu Raghuram on X: https://x.com/RaghuRaghuram Follow Martin Casado on X: https://x.com/martin_casado Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

If you think of BlueCat as just an IPAM or DDI company, think again. BlueCat acquired LiveAction in 2024, and since then, they've been working to integrate LiveAction's network observability capabilities with the DDI portfolio. In this sponsored episode, Ryan Grande, Field CTO at BlueCat, is here to dig into how network observability and DDI... Read more »

If you think of BlueCat as just an IPAM or DDI company, think again. BlueCat acquired LiveAction in 2024, and since then, they've been working to integrate LiveAction's network observability capabilities with the DDI portfolio. In this sponsored episode, Ryan Grande, Field CTO at BlueCat, is here to dig into how network observability and DDI... Read more »

Bitcoin got as high as roughly $81,300 overnight and still couldn't maintain $80K. The battle is getting clearer. ETF demand remains strong, with another $242 million entering U.S. spot Bitcoin ETFs Thursday and roughly $3 billion arriving during nine consecutive positive sessions, but traders keep taking profits above $80K. The real breakout probably requires Bitcoin to turn $80K into support and then clear roughly $81K-$83K.The biggest macro catalyst today is Kevin Warsh at Jackson Hole. Treasury yields are still elevated, inflation remains uncomfortable, and markets are even considering whether the Fed may have to raise rates again. A hawkish Warsh could strengthen the dollar and yields and make Bitcoin's $80K problem worse. A more balanced Warsh could give ETF buyers another opportunity to push through.And then there's SanDisk, which may be one of the craziest stock stories of the AI boom. The stock is up more than 500% this year, but there is a real business transformation behind it: annual revenue rose 175%, data-center revenue surged 437%, Q4 gross margins reached nearly 85%, NAND prices exploded, and AI companies are consuming memory faster than manufacturers can supply it. The risk is that memory is still cyclical. SanDisk's run continues as long as AI demand and memory shortages remain stronger than new supply.Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

If you think of BlueCat as just an IPAM or DDI company, think again. BlueCat acquired LiveAction in 2024, and since then, they've been working to integrate LiveAction's network observability capabilities with the DDI portfolio. In this sponsored episode, Ryan Grande, Field CTO at BlueCat, is here to dig into how network observability and DDI... Read more »

This week, we discuss Stripe's singularity letter, its $8B Open Router buy, and AI job anxiety. Plus, Matt plays “Bot or Not” on another podcast. Watch the YouTube Live Recording of Episode 587 Runner-up Titles Inertia wins again We don't talk about the Pope very much. Better than this year's storage arrays AI pimps its own ride Chonking machine A lot of chonk opportunity I'm tired of tech people being all fancy Thanksgiving with Ed Zitron No religion, no politics, no AI My recommendation: try harder Teletubbies for Adults. Rundown Singularity, Models and Routers Scoop: Stripe says "the singularity" has begun Stripe strikes mega-deal for OpenRouter Hugging Face reportedly in talks to be acquired for $13B Routing is coming for the frontier AI labs Terminator Judgement Day: August 29, 1997 2:14 a.m. Eastern Time The AI backlash goes mainstream 52% of Americans Now More Concerned Than Excited About AI, With Under-30s Crossing a Majority for the First Time Why Is Everyone In Tech So Sad? The AI Hater's Manifesto 40 Years of Infrastructure as Code: Ansible → Terraform → Kubernetes → Crossplane → AI Agents Relevant to your Interests Cursor Origin review: An engineer's perspective Claude can now pull data from your browser tabs and keep working on your desktop OTel Isn't Going Well (And I Made A Spreadsheet About It) Walmart is finally launching Apple Pay support next week Broadcom debt deal expected to reach upwards of $70 billion, sources say Anthropic-Backed Ode Acquires Casper Studios to Expand Corporate AI Deployments OpenAI 'will be a public company in 2027' or sooner, CFO Friar tells employees Google Aims to Boost AI With Purchase of Spirit Airlines Data The website that created an AI clone of its editor in chief OpenAI Jalapeño: Better Than Nvidia Blackwell An Inside Look at the Relay Market Powering Token Resellers and Fraud Meta settles social media addiction case with California, other states for $16.7 billion Hundreds of leaked AWS keys give full control over corporate accounts Free Hardened Container Images | Minimus Cyber startup Minimus shuts down, returns cash to investors Nonsense Apple Releases New Polishing Cloth Jason Kelce promotes mailing pee to data centers, Liquid Death Paradox Inc. Movie From Daniel Roher, Lord Miller, Universal In Works Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006, Lithuania. DevOpsDays Prague, Oct 5, 2026 - Coté speaking. DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. cfgmgmtcamp, February 1st to 3rd, 2027, Ghent. SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Tuner ** Your AI Project Doesn't Need More Agents Matt: Tech, Texas & What It Takes to Run a Podcast with Matt Ray | Cyber Chat Ep. 5 Line of Duty Anti-pick: Roku's New Slop Channel Coté: Mini MLC, 30L.

The Department of Homeland Security is preparing to welcome Kyle Schutt to its ranks as chief information officer. The news comes after FedScoop reported Wednesday that DHS CIO Antoine McCord was planning his exit. Similar to his predecessor, Schutt has little digital footprint of his own making. He even deleted his LinkedIn profile more than a year ago. Before moving to the federal government, Schutt was CTO at an online fundraising platform and led the development of another, which helped raise $1.8 billion for the Republican Party in the 2024 election cycle, according to ProPublica. On behalf of the now-defunct Department of Government Efficiency, Schutt worked at a number of agencies, including the General Services Administration, per NPR reporting. Wired has tied his work at DOGE to the Cybersecurity and Infrastructure Security Agency, as well as the Department of Health and Human Services. At DHS, he was responsible, in part, for the closing of the Office of Civil Rights and Civil Liberties, ProPublica reported. Schutt also has been linked to the Federal Emergency Management Agency. The Technology Modernization Fund may “experiment” with its own artificial intelligence model in the next fiscal year, acting Director Jessie Posilkin said Thursday. TMF's “tiny team” of eight within the General Services Administration is already all-hands-on-deck in managing and supporting the investments and proposals they have, she said. While the team has been using USAi, “there's a ton of playing around we can do,” she said at GovExec's Infrastructure and Modernization Forum in Reston, Va. Posilkin said she “flirted with this idea of … building some sort of model based on all of the TMF proposals that we've ever gotten and what's happened with them. I think, like any other agency team, I see a ton of opportunity for experimentation, and my goal for ‘27 is to get the capacity to start experimenting.” Posilkin also hinted at upcoming announcements: savings and value return numbers for fiscal 2025 and news of four new members of the TMF's board will come in the next month or so, she said. However, she does not know who will replace the board's chief, outgoing federal Chief Information Officer Greg Barbaccia. Also coming soon: the announcement of TMF's new investments at the end of September, she said. Posilkin didn't share details of those projects but said the TMF team has “been really excited both by the investments that the board is making decisions on right now, and what's in our pipeline.” The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

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Stephen Nessen, transportation reporter for the WNYC and Gothamist newsroom, talks about Mayor Mamdani's plan to repair the crumbling BQE. Photo: View southwest along Interstate 278 (Brooklyn-Queens Expressway) and the Brooklyn Heights Promenade from Brooklyn Bridge Park in Brooklyn, New York City, New York, June 2024 (Famartin, CC BY-SA 4.0, via Wikimedia Commons) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What happens when an organization writes careful AI governance policies but its infrastructure cannot enforce any of them? In this episode of Tech Talks Daily, I speak with Sabina Anja, Chief Technologist at Broadcom within the VMware Cloud Foundation division, about the infrastructure controls required as AI agents move from generating answers to accessing data, calling APIs, modifying systems, and triggering work. Sabina brings experience from both sides of enterprise technology. She remembers cabling networks, dealing with unstable infrastructure, and receiving those weekend calls when downtime had already upset the business. That background informs her belief that ambitious AI programs cannot succeed without stable, observable, and enforceable infrastructure beneath them. Many organizations are repeating a familiar pattern. Business teams adopt AI services before IT has established visibility, ownership, or control. The terminology may have changed from shadow IT to shadow AI, but the management problem remains. Sabina argues that CIOs first need an inventory of agents, nonhuman identities, data access, processes, and accountable owners. The risk becomes greater because agents behave differently from people. They operate across multiple systems at machine speed and can perform repeated actions without appreciating the wider business outcome. An agent does not need malicious intent to cause disruption. Excessive permissions, flat networks, inconsistent access rules, and years of deferred infrastructure work can give it plenty of opportunities. Sabina recommends brokered access rather than direct access, alongside dedicated virtual machines or namespaces, microsegmentation, lateral security, east-west policy controls, and tamper-evident logging. Organizations also need to define which data an agent can view, modify, or move, especially when sovereignty and regulatory requirements apply. One of Sabina's most memorable ideas is to treat an AI agent like a superhuman contractor. It should have a defined purpose, a named manager, a clear access specification, an activity record, and an end date. Additional permissions should be earned through evidence of reliable behavior rather than granted on the first day. She also warns about agent debt. AI systems are developing rapidly, so an agent created today may become outdated within months. Sabina recommends assuming that many agents will expire after six to nine months rather than allowing forgotten systems and permissions to accumulate indefinitely. For CIOs wanting an immediate test, her advice is straightforward. Create an inventory of nonhuman identities with production access. Then select one agent and examine every part of the infrastructure it attempted to reach. The question is not simply whether the application produced the expected result. Leaders should ask whether the agent entered systems, networks, or data stores that nobody expected it to access. We also challenge the familiar claim that AI agents will take everybody's jobs. Sabina sees an opportunity to remove repetitive tasks and give technology professionals new skills, although she warns that agents may behave like teenagers armed with infrastructure permissions. They may not take your job, but they could become remarkably good at testing your patience. I'd love to hear your thoughts. Does your organization know how many AI agents have production access and who is accountable for each one?  

This episode is presented by Create A Video – In another example of the difference between Democrats and Republicans, the Trump administration announced the designation of an Italian tech company as a terrorist organization for it's help in promoting violence and propaganda by leftists around the globe.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-kaliner-show--6946691/support.Subscribe to the podcast My preferred podcast platform: SpreakerAll the links to Pete's Prep are free!Get exclusive content here!Media Bias Check: GroundNews promo code!Advertising and Booking inquiries: Pete@ThePeteKalinerShow.com  

Traditional peer review processes are breaking down in the new AI era. Dylan Ratcliffe, founder and CEO of Overmind Technology, joins Ned and Kyler to discuss the importance of treating AI as a machine to be audited rather than a peer. Together they share practical advice on how to adapt peer review processes and culture... Read more »

That's right! It's infrastructure week at Worldbuilding for Masochists! So we're talking about the systemic underpinnings of a nation and its economy, the fixed installations that it needs in order to function -- which, admittedly, might sound like the exact sort of overly-detailed, tedious, weighty worldbuilding that people sometimes complain about. Okay, except, so much in your plot probably depends on things like how people, goods, and information move around! This makes infrastructure perhaps the most iceberg-y of the iceberg things that your reader should only see the tip of, but that you might need to think a lot more deeply about. So -- Who builds the roads, bridges, dams, and canals in your world? Who maintains transportation hubs and communication networks? Who controls all those points of access to both utilities and information? Who benefits from these systems? Who gets screwed over by them? And, critically, what does this mean for your plot and your characters? Whether you're riding horses over vast plateaus or zipping around at lightspeed, the logistics of time and space are likely to have some kind of an impact. How easily a message can get passed along -- or delayed -- can have serious implications. (Just ask Romeo). Points of change like revolutions or technological advances can seriously upset people's daily lives and the direction of whole nations. In this episode, we explore the ways that infrastructure can give you plot hooks, character motivations, and complicating factors. [Transcript TK] Resources:  Educational Video from Dr. Esmé Louise James: Was it possible to get finger-blasted inside a Regency carriage? ORBIS: The Stanford Geospatial Network Model of the Ancient Road UNRV: How Did the Ancient Romans Send Messages? Bret Devereaux's Resources for Worldbuilders (many articles about logistics) History of the Gander International Airport Overly Sarcastic Productions: Trope Talk: Space Westerns

Traditional peer review processes are breaking down in the new AI era. Dylan Ratcliffe, founder and CEO of Overmind Technology, joins Ned and Kyler to discuss the importance of treating AI as a machine to be audited rather than a peer. Together they share practical advice on how to adapt peer review processes and culture... Read more »

In this episode, Madelyn O'Farrell interviews Eesha Pathak, Senior Director of Product Management at Crusoe, about her unconventional career from software engineering and branding to leading enterprise AI at Google and now building AI-first infrastructure. They discuss Crusoe's vertically integrated, energy-first approach to cloud and data centers, capturing abundant energy (like stranded gas and renewables) and turning “electrons into intelligence” via GPUs and a custom cloud stack. Eesha explains how Crusoe's gigawatt-scale campuses and modular Spark edge deployments complement each other to deliver both scale and low-latency inference, dives into the Managed AI platform with its model marketplace, self-serve and tailored deployments, fine-tuning, and upcoming reinforcement learning, and highlights why judgment and holistic thinking are critical in product and engineering. She also unpacks Crusoe's close partnership with NVIDIA, its role in enabling physical AI and robotics with low-latency compute, a flexible data and partnership strategy, and her long-term vision of Crusoe becoming the most helpful company for people building AI, so customers can focus on their products instead of wrestling with infrastructure. Highlights from their conversation include: Eesha's Unconventional Career Path from Bosch to Google to Crusoe (0:29) Why Energy Is the Real Bottleneck for AI Infrastructure (3:30) What Energy-First Means and Bringing Compute to Abundant Power (5:04) Spark Modular Data Centers and Edge Zones Strategy (6:22) How Gigawatt Campuses and Edge Zones Work Together (8:26) Importance of Judgment in Product and Engineering Decisions (12:49) NVIDIA Partnership and Day Zero Nemotron Model Launches (15:25) Physical AI, Robotics, and Low-Latency Edge Inference (17:21) Crusoe's Data Strategy and Partnership Approach (21:52) Vision for Crusoe as Most Helpful Company for AI Builders (22:47) Closing Thoughts and Episode Wrap-Up (24:09) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chronic flooding in Northeast Queens has prompted many residents to leave their neighborhoods altogether. Queens Borough President Donovan Richards discusses what the city is doing to bolster the sewage system and institute safety measures during floods, and unpacks the city's new potential plan to offer buyouts to homeowners in the hardest-hit neighborhoods. Photo: A flooded intersection in Queens (Fatih Aktas/Anadolu Agency) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.