Podcasts about Infrastructure

Facilities and systems serving society

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    a16z
    Martin Casado on the Demand Forces Behind AI

    a16z

    Play Episode Listen Later Jan 21, 2026 27:59


    In this feed drop from The Six Five Pod, a16z General Partner Martin Casado discusses how AI is changing infrastructure, software, and enterprise purchasing. He explains why current constraints are driven less by technical limits and more by regulation, particularly around power, data centers, and compute expansion.The episode also covers how AI is affecting software development, lowering the barrier to coding without eliminating the need for experienced engineers, and how agent-driven tools may shift infrastructure decision-making away from humans.Watch more from Six Five Media: https://www.youtube.com/@SixFiveMedia Resources:Follow Martin Casado on X: https://twitter.com/martin_casado  Follow Patrick Moorhead on X:  https://twitter.com/PatrickMoorheadFollow Daniel Newman on X: https://twitter.com/danielnewmanUV Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures. Stay Updated:Find 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.

    Airplane Geeks Podcast
    878 Airport Infrastructure

    Airplane Geeks Podcast

    Play Episode Listen Later Jan 21, 2026 108:11


    The Americas Aviation Lead for PA Consulting discusses key priorities for the U.S. aviation industry, including investing in airport infrastructure and addressing the industry’s labor shortage. In the news, a bill to pay controllers during a shutdown, why ATC modernization has failed, the FAA’s unleaded avgas transition plan, similarities between the UPS crash and a previous problem with bearings, and the FAA’s decision to deregister hundreds of aircraft. Also, a new studio album from an airline pilot, visiting the USS Midway Museum in Southern California, and listener feedback on attractive airplanes. Guest Carlos Ozores is the Americas Aviation Lead for PA Consulting, a global firm that focuses on technology and innovation. Carlos addresses the key priorities for the U.S. aviation industry in 2026, including investing in airport infrastructure and addressing the industry labor shortage. He explains that U.S. airports have an estimated $170B capital requirement over the next five years to address airport infrastructure needs. Carlos tells us about the traditional sources to fund such projects, and what other sources could make up the shortfall. We look at public-private partnerships, the Passenger Facility Charge, and monetization of airport assets such as terminal concessions, car parking, and real estate development. Also, utilizing data collected about passengers and the importance of airport stakeholder engagement. Carlos tells us how the aging workforce is contributing to an industry labor shortage and leading to the loss of institutional knowledge. We talk about promoting the industry to the young generations, and issues such as pay, training, documented and repeatable work, quality of life, and labor relations. Before joining PA Consulting, Carlos served as Vice President and Managing Director, Head of Aviation, Americas, for ICF, a global solutions and technology provider. Before that, he spent time at American Airlines and Air France. He just returned from the American Association of Airport Executives Aviation Issues Conference in Hawaii, and we hear his observations from that event. PA aviation clients include SkyTeam and its member airlines on sustainability issues, Heathrow Airport on on-time performance and passenger experience projects, Etihad Airways on decision-support for engine fleet management, and DFW on airport operations. Other clients have included Amsterdam Schiphol Airport, Aer Lingus, and multiple SkyTeam member airlines through SkyTeam's sustainability program. See: Airport Improvement Program Passenger Facility Charge (PFC) program Airports Council International American Association of Airport Executives Jacobs to Acquire Remaining Stake in PA Consulting Aviation News Update: Air Traffic Controller Pay During Shutdowns Meets Resistance The House Transportation Committee advanced a bipartisan bill (H.R.6086 – Aviation Funding Solvency Act) which “provides continuing appropriations to the Federal Aviation Administration (FAA) if (1) an appropriations bill for the FAA has not been enacted before a fiscal year begins, or (2) a law making continuing appropriations for the FAA is not in effect.”  The “bill provides appropriations from the Aviation Insurance Revolving Fund at the rate of operations that was provided for the prior fiscal year to continue programs, projects, and activities that were funded in the preceding fiscal year. The FAA may use the balance of the fund, minus $1 billion. If the FAA determines that the amounts from the fund are insufficient to continue all programs, projects, or activities, then the FAA must prioritize compensation payments for employees of the Air Traffic Organization (e.g., air traffic controllers).” However, Steve Womack (R-Ark.), chair of the House Appropriations Committee's transportation panel, is critical of the legislation. The Aviation Insurance Revolving Fund exists to cover war‑risk insurance claims for airlines participating in government programs such as the Civil Reserve Air Fleet (CRAF), when commercial insurance is unavailable or withdrawn. The balance was originally built up from premiums paid by airlines, but that premium program authority expired in 2014. Because the fund has been largely unused for claims, investment earnings have grown it to roughly more than 2.6 billion dollars, significantly above what has historically been needed for CRAF-related claims. The Abundance Problem: Why the FAA Has Spent 40 Years Modernizing Air Traffic Control—and Still Isn't Done Vincent E. Bianco III, an FAA Veteran and Senior Aviation Safety Consultant, describes why presidential administrations and Congresses have failed to adequately fund the FAA and modernize the ATC system. He draws on a concept from the March 2025 book Abundance: What America Gets Wrong About Capitalism and What We Can Do to Fix It, by Ezra Klein and Derek Thompson. Those authors describe how an institution, like the FAA, can become paralyzed by process, where well-intentioned rules accumulate. Each rule is logical by itself, but taken together, they end up stifling progress. FAA Publishes Unleaded Avgas Transition Plan Daft Section 827 of the 2024 FAA Reauthorization Act directs the FAA to facilitate a safe, timely, and orderly transition to unleaded alternatives while maintaining operational efficiency. The FAA released a Draft Transition Plan to Unleaded Aviation Gasoline – For Public Comment (January 2026, Version 1.0, 77 pages), which phases out 100LL fuel by 2030 in the contiguous United States, and by 2032 in Alaska. The FAA is seeking feedback from aviation professionals, specifically aircraft owners, pilots, and aviation stakeholders. Boeing warned 15 years ago about a part problem at the center of UPS crash The Air Current reports that in an investigation update, the NTSB noted “that cracking discovered in a spherical bearing assembly from the accident aircraft ‘appears consistent' with an issue identified by Boeing almost 15 years ago.” The bearing assembly is part of the pylon aft mount bulkhead. That mount, and the forward mount bulkhead and thrust link assembly, attach the engine pylon to the wing. “The NTSB's preliminary report on the accident, released Nov. 20, revealed that on the left pylon aft mount bulkhead, the forward and aft lugs that house the spherical bearing assembly had fractured and separated. The spherical bearing's outer race, which contains the ball bearing and allows it to move independently of the surrounding parts, had also fractured around its circumference.” The 2011 Boeing service letter informed operators of bearing race failures on three different airplanes. A visual inspection of the part was added to the regular 60-month maintenance cycle. Also, Boeing recommended (but did not require) installing a new part design. Boeing determined that failure of the bearing race would “not result in a safety of flight condition.” The NTSB is not saying this is the conclusive cause of the accident. Hundreds of Aircraft Deregistered in FAA Move Against Trust Company About 800 aircraft registered through U.K.-based Southern Aircraft Consultancy have been grounded after the FAA informed the company it did not meet U.S. citizenship requirements.  Those requirements allow a trustee firm to register aircraft in the US. Southern Aircraft Consultancy's registration service allows non-American owners to maintain N-registrations on their planes. Southern Aircraft Consultancy says it intends to transfer its business to a U.S.-based company. See: Aircraft Trusts/Voting Trusts NBAA: FAA Aircraft Groundings Over Trustee Violations Show Need for Operator Diligence 737 Diversion Music artist, airline pilot, author, and piano technician Peter Buffington has released his second new studio album, 737 – Diversion by Speed Brake Armed. “Recorded between late-night flights, hotel rooms, and restless studio time, 737 – Diversion captures the raw energy of sleepless nights, long-haul journeys, and the electric haze of life lived at 37,000 feet experienced by pilots. The 15-track project blends classic pop, worldly electronic, country, classic rock, and piano solo with introspective lyricism that pushes aviation-themed music into new territory. The music is family-friendly, yet captures the intensity of airline flying.” 737 Diversion on Apple Music Mentioned California dreamin’! New nonstop service coming to Maine airport Photographs by Listener Steve: Pratt & Whitney 747SP test aircraft at EAA Airventure Oshkosh. A340 on takeoff. A340 in flight. Hosts this Episode Max Flight, our Main(e) Man Micah, and Rob Mark.

    Packet Pushers - Full Podcast Feed
    D2DO292: AI, Augmented Engineers, and the Timeless Principles of Software Architecture

    Packet Pushers - Full Podcast Feed

    Play Episode Listen Later Jan 21, 2026 46:58


    Ned and Kyler sit down with industry analyst Jon Collins for a fun and free-ranging discussion that covers everything from the changing landscape of software engineering to the importance of good architecture (physical and digital). They tackle the pros and cons of “Vibe Coding” as well as the “Augmentation Gap”, the idea that AI tools... Read more »

    Packet Pushers - Full Podcast Feed
    NAN111: Automation, AI, and the Future of Branch Networking: Inside Cisco Unified Branch (Sponsored)

    Packet Pushers - Full Podcast Feed

    Play Episode Listen Later Jan 21, 2026 39:39


    In this sponsored episode, Eric sits down with Lee Peterson, VP of Product Management for Secure WAN, at Cisco. Together they discuss how Cisco Unified Branch is helping organizations scale, automate, and secure their distributed environments. They also define the Branch Network, discuss the major challenges facing network teams, and walk through Cisco’s vision of... Read more »

    The John Batchelor Show
    S8 Ep344: PREVIEW FOR LATER TODAY Guest: Judy Dempsey. Dempsey contrasts Europe's expensive but secure power supply with the dire situation in Kyiv, where Russian bombing has destroyed heating and water infrastructure. While the EU struggles with disunit

    The John Batchelor Show

    Play Episode Listen Later Jan 20, 2026 2:11


    PREVIEW FOR LATER TODAY Guest: Judy Dempsey. Dempsey contrasts Europe's expensive but secure power supply with the dire situation in Kyiv, where Russian bombing has destroyed heating and water infrastructure. While the EU struggles with disunity over gas supplies and U.S.-Greenland relations, Ukraine faces a freezing winter with schools closed and a state of emergency.1920 ODESSA

    True Crime Bullsh**: The Story of Israel Keyes
    0711 | Infrastructure

    True Crime Bullsh**: The Story of Israel Keyes

    Play Episode Listen Later Jan 19, 2026 44:06 Transcription Available


    Josh and the team discuss how Israel Keyes used infrastructure maps to scout, hide and/or bury his caches and victims. This may just be the key to solving his crimes. This episode was written, researched, edited, and produced by Josh Hallmark.With additional research by Kathy Nation, Jordan Taylor, and Michelle Tooker.This episode featured Kathy Nation, Jordan Taylor, Michelle Tooker, and Shana Wilensky. PATREONThis is a Studio BOTH/AND production:  www.truecrimebullshit.com / bothand.fyi  For an ad-free experience: www.patreon.com/studiobothand  SPONSORS:Factor: Get 50% off your first Factor box PLUS free breakfast for 1 year, by using code TCBS50OFF at factor.com/tcbs50offBetterHelp: Get 10% off your first month at www.BetterHelp.com/TCBQuince: Get free shipping at www.Quince.com/TCBSUncommon Goods: Get 15% off at www.UncommonGoods.com/TCBSCornbread Hemp: Get 30% off your first order by using promo code TCBS at www.cornbreadhemp.com/TCBSMusic by: Sonic Yard. Featured music by: The Foundry Field Recordings Patreon producers: Amy Basil, Kendall C., Asch Fish, Heather Horton-Whedon, Sherri D, Kirsten Hoffman, Dale Akstin, Stephanie Taylor, Drew Vipond, Amelia Hancock, Christina Sisson, Nicole & Dennis Henry, Jillian Natale, Lana Halladay, Rural Juror, Tuesdi Woodworth, Kathleen S, Annette L, Casey Jensen-Richardson, SC, Benjamin Cioppa-Fong, Dan del Rossi, Trista, Nichole, Pink, JenJ, Corey D, Robin, Carol, Michelle, Jordan M, Kate Lussier, John Comrie, Kathy Nation, Carrie, Jordan T, Bethany, David Begley, Ally, Lauren Ferri, Chris S, Tori Myers, Sabrina Abbott, Meaghan Daigle, Ashley Kuplin, Michael Randall, DeWayne C, Jen Trocola, Trixie.Become a supporter of this podcast: https://www.spreaker.com/podcast/true-crime-bullsh--3588169/support.

    WillPower | Mind Growth
    Ep. 233: Stop Winging It: Build the Mindset, Habits, and Infrastructure for Freedom (w/ Tiffanie Janowitz)

    WillPower | Mind Growth

    Play Episode Listen Later Jan 18, 2026 25:09


    In this episode of The Willpower Podcast, I'm joined by Tiffanie Janowitz, CEO of Limitless Society, where she helps entrepreneurs create the personal and business infrastructure needed to scale success without sacrificing their peace.We dive deep into mindset mastery, habit architecture, and the systems required to become the kind of entrepreneur who can sustain momentum—without burnout.If you've ever felt like you're working hard but not creating real freedom, this conversation will reset your thinking and give you a framework you can actually apply.Website: willpowerpodcast.orgGet your copy of Rick Segal's book, The Heart of It here: https://amplifypublishinggroup.com/product/nonfiction/business-and-finance/entrepreneurship/the-heart-of-it/Read Rick Segal's blog: https://impactinvestorsegal.com/blog

    Excess Returns
    Disbelief Is the Real Risk: Gene Munster and Doug Clinton on Why the AI Bubble is Just Getting Started

    Excess Returns

    Play Episode Listen Later Jan 18, 2026 59:36


    This episode of Excess Returns features Gene Munster and Doug Clinton breaking down their 2026 technology and market predictions, with a deep focus on artificial intelligence, big tech, and where investors may be misreading the current cycle. The conversation explores how far along the AI bull market really is, what fundamentals still support it, and where the biggest opportunities and risks may emerge over the next several years. Munster and Clinton discuss market structure, capital spending, valuation, and technological inflection points across AI, software, hardware, and autonomous driving, offering a grounded but forward-looking framework for long-term investors.Main topics coveredWhy the AI bull market may still have multiple years left and how fundamentals support current valuationsNasdaq return expectations through 2026 and what earnings and multiples imply for investorsThe case for small-cap and non–Mag Seven tech outperforming as the AI cycle maturesHyperscaler AI capital spending and why CapEx growth could exceed current expectationsWhether AI pricing pressure leads to commoditization or expanding long-term value creationHow AI is changing the economics of infrastructure, platforms, and asset-heavy tech businessesApple's AI strategy, the future of Siri, and why expectations matter for valuationAlphabet, Amazon, and the evolving AI competition among the largest technology companiesEnergy constraints, data centers, nuclear power, and the infrastructure needed to support AI growthTesla, Waymo, and the realistic timeline for autonomous driving and robotaxi adoptionHow physical AI, autonomy, and robotics could reshape transportation and consumer behaviorTimestamps00:00 AI cycle outlook and why the bull market may still be early05:00 Nasdaq return expectations and earnings fundamentals10:30 Small-cap tech versus Mag Seven performance17:15 Hyperscaler AI CapEx and Nvidia's signals24:00 Infrastructure, pricing power, and AI commoditization debates32:30 Apple, Siri, and consumer AI assistants38:50 Alphabet, Amazon, and AI competition among mega-cap tech45:00 Energy, data centers, and nuclear power considerations48:10 Tesla, autonomy, and robotaxi timelines54:15 Waymo, market share, and the future of transportation

    The John Batchelor Show
    S8 Ep326: MEXICO'S ALIGNMENT WITH DICTATORS AND INFRASTRUCTURE FAILURES Colleague Mary Anastasia O'Grady. Mary Anastasia O'Grady discusses Mexican President Claudia Sheinbaum's ideological support for the Cuban and Venezuelan regimes, including increa

    The John Batchelor Show

    Play Episode Listen Later Jan 17, 2026 8:50


    MEXICO'S ALIGNMENT WITH DICTATORS AND INFRASTRUCTURE FAILURES Colleague Mary Anastasia O'Grady. Mary Anastasia O'Grady discusses Mexican President Claudia Sheinbaum's ideological support for the Cuban and Venezuelan regimes, including increased oil shipments to Havana. She also details a recent train derailment on Mexico's interoceanic line, attributing the failure to secrecy and no-bid contracts managed by the military. NUMBER 5CUBA

    Eye On A.I.
    #313 Nick Pandher: How Inference-First Infrastructure Is Powering the Next Wave of AI

    Eye On A.I.

    Play Episode Listen Later Jan 17, 2026 56:02


    Inference is now the biggest challenge in enterprise AI. In this episode of Eye on AI, Craig Smith speaks with Nick Pandher, VP of Product at Cirrascale, about why AI is shifting from model training to inference at scale. As AI moves into production, enterprises are prioritizing performance, latency, reliability, and cost efficiency over raw compute. The conversation covers the rise of inference-first infrastructure, the limits of hyperscalers, the emergence of neoclouds, and how agentic AI is driving always-on inference workloads. Nick also explains how inference-optimized hardware and serverless AI platforms are shaping the future of enterprise AI deployment.   If you are deploying AI in production, this episode explains why inference is the real frontier.   Stay Updated: Craig Smith on X: https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI (00:00) Preview (00:50) Introduction to Cirrascale and AI inference (03:04) What makes Cirrascale a neocloud (04:42) Why AI shifted from training to inference (06:58) Private inference and enterprise security needs (08:13) Hyperscalers vs neoclouds for AI workloads (10:22) Performance metrics that matter in inference (13:29) Hardware choices and inference accelerators (20:04) Real enterprise AI use cases and automation (23:59) Hybrid AI, regulated industries, and compliance (26:43) Proof of value before AI pilots (31:18) White-glove AI infrastructure vs self-serve cloud (33:32) Qualcomm partnership and inference-first AI (41:52) Edge-to-cloud inference and agentic workflows (49:20) Why AI pilots fail and how enterprises succeed

    The John Batchelor Show
    S8 Ep324: PREVIEW FOR LATER PERU BALANCES CHINESE CULTURE WITH SECURITY CONCERNS Colleague Oscar Sumar, Civitas Institute. While Peru recently became a US non-NATO military partner, China maintains heavy investment in Peruvian infrastructure like the Chan

    The John Batchelor Show

    Play Episode Listen Later Jan 16, 2026 2:54


    PREVIEW FOR LATER PERU BALANCES CHINESE CULTURE WITH SECURITY CONCERNS Colleague Oscar Sumar, Civitas Institute. While Peru recently became a US non-NATO military partner, China maintains heavy investment in Peruvian infrastructure like the Chancay port. Sumar distinguishes between the beloved Chinese-Peruvian culinary culture and the Chinese Communist Party, noting that while Peruvians embrace the former, they view the CCP as a distinct regional threat.1916 PERUVIAN AMAZON

    The John Batchelor Show
    S8 Ep325: PREVIEW FOR LATER THE HIDDEN COSTS OF POWERING AI DATA CENTERS Colleague Henry Sokolski, Nonproliferation Policy Education Center. Sokolski questions who will fund the expensive electricity transmission infrastructure required by new AI data cen

    The John Batchelor Show

    Play Episode Listen Later Jan 16, 2026 2:35


    PREVIEW FOR LATER THE HIDDEN COSTS OF POWERING AI DATA CENTERS Colleague Henry Sokolski, Nonproliferation Policy Education Center. Sokolski questions who will fund the expensive electricity transmission infrastructure required by new AI data centers, noting transmission constitutes two-thirds of consumer costs. He suggests the most viable solution may involve tech companies building their own on-site power generation to operate off the grid, avoiding public subsidies.FEBUARY 1955

    Packet Pushers - Heavy Networking
    HN810: AI in Network Operations: Pragmatism Over Hype (Sponsored)

    Packet Pushers - Heavy Networking

    Play Episode Listen Later Jan 16, 2026 59:37


    Are you an AI skeptic or an enthusiast? Ethan and Drew sit down with Igor Tarasenko, Senior Director of Product Software Architecture and Engineering at Equinix, to break down the reality of AI in the network. In this sponsored episode, Tarasenko discusses why APIs are the new CLI, the critical need for observability in AI,... Read more »

    Packet Pushers - Full Podcast Feed
    HN810: AI in Network Operations: Pragmatism Over Hype (Sponsored)

    Packet Pushers - Full Podcast Feed

    Play Episode Listen Later Jan 16, 2026 59:37


    Are you an AI skeptic or an enthusiast? Ethan and Drew sit down with Igor Tarasenko, Senior Director of Product Software Architecture and Engineering at Equinix, to break down the reality of AI in the network. In this sponsored episode, Tarasenko discusses why APIs are the new CLI, the critical need for observability in AI,... Read more »

    The Bid
    245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends

    The Bid

    Play Episode Listen Later Jan 16, 2026 19:50


    AI investment, evolving earnings leadership, and shifting global dynamics are redefining stock market trends as investors enter 2026. Companies are deploying unprecedented capital toward data centers, compute, and productivity-enhancing technologies, while rate cuts and supply-chain realignment reshape the macro backdrop. These forces are changing how fundamentals, valuations, and sector growth patterns show up in equity markets.In this episode of The Bid, host Oscar Pulido speaks with Carrie King, Global CIO of BlackRock's Fundamental Equities group, about the major drivers influencing the 2026 equity outlook. Carrie breaks down why high-level valuations may mask improved corporate quality, how AI-related investment is broadening beyond semiconductors, and why the gap between megacap earnings and the rest of the market may begin to narrow.They also explore how global monetary easing is benefiting emerging markets, why Japan's structural reforms continue to support its equity story, and how diversification is becoming more challenging in a market shaped by a few powerful megaforces. Carrie explains what this means for sector positioning, volatility, and where long-term investors may find underappreciated opportunities.Key moments in this episode:00:00 Introduction: Can Stocks Maintain Momentum in 2026?03:29 AI's Dominance in the Market09:34 Global Investment Trends and Opportunities12:06 Earnings Growth and Sector Performance15:36 Diversification Strategies for Investors17:10 New Year's Resolutions for Investors18:59 Conclusion and Upcoming EpisodesKey insights include:· How AI-driven spending is reshaping earnings patterns and stock market trends· Why equity valuations may be better anchored than headlines suggest· Where the “other 493” may see accelerating earnings growth· How global rate cuts and supply-chain shifts are supporting EM and Japan· Why diversification requires new approaches in a megaforce-driven market· Which sectors—industrials, travel, and healthcare—may offer overlooked potentialstock market trends, AI investing, megaforces, capital markets, equity markets, global investing, sector rotationSources:Written Disclosures In Episode Description:This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Packet Pushers - Fat Pipe
    HN810: AI in Network Operations: Pragmatism Over Hype (Sponsored)

    Packet Pushers - Fat Pipe

    Play Episode Listen Later Jan 16, 2026 59:37


    Are you an AI skeptic or an enthusiast? Ethan and Drew sit down with Igor Tarasenko, Senior Director of Product Software Architecture and Engineering at Equinix, to break down the reality of AI in the network. In this sponsored episode, Tarasenko discusses why APIs are the new CLI, the critical need for observability in AI,... Read more »

    Excess Returns
    The Bubble Most Will Get Wrong | Aswath Damodaran on How He is Managing His Own Money in a World of AI

    Excess Returns

    Play Episode Listen Later Jan 16, 2026 62:08


    In this episode of Excess Returns, Professor Aswath Damodaran joins Matt Zeigler and Kai Wu for a wide-ranging conversation on valuation, portfolio construction, and how investors should think about risk, discipline, and opportunity in a market shaped by AI, market concentration, and rising uncertainty. Damodaran walks through how he builds and manages his own portfolio, why price matters more than story or quality, and how AI-driven capital spending could reshape margins and returns across the economy. The discussion blends practical investing frameworks with big-picture market insights, offering a clear look at how a valuation-driven investor navigates today's environment.Main topics covered• How Aswath Damodaran builds a stock portfolio, including diversification, position sizing, and turnover• Why investing is about buying at the right price, not buying great companies• Using valuation frameworks to invest in young, unprofitable, and fast-growing companies• How stories and narratives fit into valuation without replacing financial discipline• Watchlists, patience, and waiting for price rather than chasing popular stocks• Sell discipline, overvaluation triggers, and avoiding emotional attachment to winners• Using probability distributions and simulations instead of single-point estimates• How company lifecycles affect growth, margins, and capital allocation decisions• Why many companies struggle as they age and how management quality shows up late in the lifecycle• AI as a capital cycle and why massive AI investment may lower margins overall• Why AI is likely to create a bubble, even if it delivers long-term economic value• Winners and losers in the AI value chain, from infrastructure to applications• Risks from AI infrastructure spending, debt, and cross-ownership structures• Why private markets may not deliver better outcomes for individual investors• How Damodaran thinks about cash, diversification, and assets uncorrelated with equities• Reentering markets after selling and avoiding the trap of staying in cash too long• Time horizon, legacy investing, and managing wealth across generationsTimestamps00:00 Investing is about price, valuation, and early thoughts on AI and market risk01:54 Personal investing philosophy and why portfolios must be investor-specific03:00 Diversification, number of holdings, and managing downside risk05:00 Valuation frameworks and buying companies at the right price06:00 Stories versus numbers and avoiding the circle of competence trap08:20 Political risk and why some sectors are hard to value08:47 Watchlists, patience, and waiting for price to meet value11:43 When and why to sell stocks as a value investor12:00 Using probability distributions and simulations in valuation15:48 Sell discipline, fund flows, and separating skill from luck18:00 Company lifecycles, aging businesses, and management discipline23:18 Apple, Meta, and contrasting approaches to AI investment24:08 AI bubbles, winner-take-all dynamics, and capital cycles27:48 Infrastructure investing, debt risk, and societal spillovers32:20 Cross-ownership risks and AI ecosystem fragility35:00 AI's impact on profit margins and competition39:41 Where AI value may accrue over time44:38 AI tools, valuation bots, and the rise of investment scams49:17 Private markets, alternatives, and cost structures53:05 Cash, collectibles, and diversification beyond equities56:33 Reentering markets after selling and avoiding market timing traps58:35 Time horizon, legacy investing, and generational wealth

    Lend Academy Podcast
    The Embedded Tax Revolution: Ben Borodach, CEO of april, on Building Tax Infrastructure from Scratch

    Lend Academy Podcast

    Play Episode Listen Later Jan 16, 2026 37:45


    I don't know anyone who enjoys filing their taxes. It is something we begrudgingly do every April, or earlier for the well-organized, and it is usually a somewhat painful exercise. What if filing your taxes was easy, taking less than 30 minutes? What if tax planning wasn't a once-a-year chore but an embedded feature in your banking app, payroll platform, or investment account?In this episode, I sit down with Ben Borodach, founder and CEO of april, the first company to build a nationally licensed tax engine in over 15 years. Ben shares how april is transforming tax from an annual burden into real-time financial intelligence, partnering with banks, fintechs, and payroll platforms to embed tax services directly into the financial tools Americans already use. We discuss the massive technical challenge of building tax infrastructure from scratch, why embedded tax makes sense for financial institutions, and how bringing tax decisions to the point of transaction, whether selling stock, adjusting payroll withholding, or buying a home, can fundamentally change how people manage their financial lives.In this podcast you will learn:How he came to the idea of building a fintech company focused on tax.How april was incubated inside Team8.Why they decided to create an embedded tax solution rather than go direct to consumer.What their product offering does.How they are helping consumers to think about taxes beyond once a year.The three categories of companies they are focused on.Why banks should be offering tax services to their customers.Why being integrated into the banking cores is not a high priority right now.How april is different to the big tax providers, TurboTax and H&R Block.How their customers present the tax offerings.What it means to be a nationally licensed e-file provider.How they integrate with the IRS and the state tax agencies.How they are leveraging the growth of embedded finance.What is involved from a technology perspective to integrate with april.How he thinks about tax policy, as a tax infrastructure company.Ben's vision for april.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

    Fort Worth Roots
    Episode 443 "AI Infrastructure & Capital Strategy" w/ Brandon Chicotsky, Ph.D., Texas Senator Tan Parker, John Nichols, and Chase Friedman.

    Fort Worth Roots

    Play Episode Listen Later Jan 16, 2026 75:26


    Episode 443 "AI Infrastructure & Capital Strategy" w/ Brandon Chicotsky, Ph.D., Texas Senator Tan Parker, John Nichols, and Chase Friedman.  For more information on GBR and how to attend future events, please visit: www.godblessretirement.com Our monthly gatherings aim to offer an informational and positional advantage for attendees, whether de-risking investments or servicing deals. Our events are free, thanks to our strategic partners. Monthly topical gatherings were prompted by a joint family office relationship to meet regional lenders, which has since extended to professionals in service of capital. We invite you to the next topical session. Previously serving in the Texas House, Tan held leading committee roles on policy matters vital to our state. His leadership was instrumental in the unanimous election by his colleagues as chair of the House Republican Caucus during the 84th and 85th legislative sessions. Tan's legislative success touches a broad range of issues facing Texans and serves as a reflection of open dialogue with his constituency. His legislative accomplishments represent his extensive work fostering Texas' economic vitality and protecting our most vulnerable. Tan graduated from the University of Dallas and earned a Master's degree from the London School of Economics before building a distinguished private sector career in technology and private equity. He also created the book, Making Government Work. Tan Parker is a businessman, who grew up in North Texas working in his family's restaurants while volunteering in his community. He married his college sweetheart, Beth, and they moved to Flower Mound, raising their daughters, Lauren and Ashley. While family comes first, Tan considers working for the betterment of Texas the highest honor of his professional life. The bedrock of his service is exemplified through passionate advocacy for community and fighting for common-sense, conservative policies that strengthen Texas's prosperity. John Nichols is a recognized leader in artificial intelligence and innovation, currently serving as the Technology Lead for AI & Innovation within EY's Government & Public Sector (GPS) practice. Passionate about helping public institutions navigate the complexities of digital transformation, John works closely with city governments, state agencies, and public education systems to drive meaningful change through emerging technologies. He has played a key role in developing responsible AI frameworks, advancing the adoption of AI/ML in secure environments, and modernizing infrastructure with cloud-native, compliant solutions. John's work is grounded in a deep commitment to public service and innovation, especially in his hometown of Fort Worth, Texas. He partners with leaders across government and education to ensure technology is applied in ways that are ethical, scalable, and inclusive. Whether collaborating with CIOs, economic development teams, or innovation labs, John brings a people-first approach rooted in trust, empathy, and a long-term vision for impact. He has spoken on AI at national forums, led executive conversations with state leaders, and partnered with organizations including the White House, Microsoft, and AAAE. John also serves on the board of the Keller Education Foundation and is a strong advocate for AI literacy in underserved communities. At the heart of it all, John is a community builder. He believes the most powerful innovations are those shaped by the needs of the people they serve and he works every day to make that belief real. Chase Friedman is Managing Partner at Alpine Anchor, an AI automation platform making enterprise capabilities accessible to SMBs. With 10 years in sales and solution architecting, he combines technical expertise and business acumen, rapidly architecting solutions. Previously spending weeks building integrations at Venn Technology, he now delivers them in hours. His philosophy: click to deploy, not code—enabling businesses to scale operations without scaling headcount.

    The John Batchelor Show
    S8 Ep318: The Risks of Venezuelan Oil and Soaring Copper Prices. Guest: SIMON CONSTABLE. American oil companies remain reluctant to invest in Venezuela due to the historical risk of nationalization and decayed infrastructure. In commodity markets, copper

    The John Batchelor Show

    Play Episode Listen Later Jan 15, 2026 9:07


    The Risks of Venezuelan Oil and Soaring Copper Prices. Guest: SIMON CONSTABLE. American oil companies remain reluctant to invest in Venezuela due to the historical risk of nationalization and decayed infrastructure. In commodity markets, copper has reached an "astronomical" price of over $6 per pound, leading to a surge in theft from electronics and bridges globally.1600 CHILE ECUADOR BOLIVIA

    The John Batchelor Show
    S8 Ep318: Electricity Costs, AI Demand, and Venezuela's Oil Reality. Guest: BUD WEINSTEIN. Rising US electricity prices, up 30-35% over five years, are driven by data center and AI growth alongside infrastructure underinvestment. Meanwhile, Venezuelan oi

    The John Batchelor Show

    Play Episode Listen Later Jan 15, 2026 11:12


    Electricity Costs, AI Demand, and Venezuela's Oil Reality. Guest: BUD WEINSTEIN. Rising US electricity prices, up 30-35% over five years, are driven by data center and AI growth alongside infrastructure underinvestment. Meanwhile, Venezuelan oil is deemed impractical for US demand due to high extraction costs and political instability. Rebuilding these fields would require massive, high-risk investments.1956

    Insurance AUM Journal
    Episode 350: Real Assets, Real Impact: Infrastructure in Modern Insurance Investing

    Insurance AUM Journal

    Play Episode Listen Later Jan 15, 2026 35:15


    Scott Littman, Managing Director of Infrastructure Investments at GCM Grosvenor, joins host Stewart Foley, CFA, on the InsuranceAUM.com Podcast for a wide-ranging discussion on infrastructure as a core component of modern insurance portfolios.   The conversation explores how infrastructure is defined today, why essential assets with long-duration cash flows and inflation linkage have become increasingly important, and how insurers are approaching infrastructure across debt and equity strategies. Scott also shares insights on capital efficiency, regulatory considerations, and portfolio construction as insurers expand their allocations to real assets.   The episode concludes with a look at the current macro environment, including opportunities and risks across sectors such as energy, transportation, and data centers, and practical considerations for insurers building or refining infrastructure programs.

    Hospitality Daily Podcast
    Hospitality as Community Connection Infrastructure - Rob Blood, Lark

    Hospitality Daily Podcast

    Play Episode Listen Later Jan 15, 2026 9:14


    Rob Blood, founder and chairman of Lark, and principal at Elder & Ash, joins the show to talk about what it looks like to put down roots in a place so projects can connect to each other. Drawing from recent work in Cambridge, Massachusetts, he explains how lodging, bars, bookstores, and cultural spaces create more value together -- when they encourage people to stay, linger, and build relationships. Rob shares why spending time in a community leads to deeper learning and better hospitality experiences for guests and locals alike. The episode shows the power of hospitality for connection and community. A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

    Science Friday
    Secrets Of Ancient Concrete, And... Data Centers In Space?

    Science Friday

    Play Episode Listen Later Jan 14, 2026 18:13


    The concrete of ancient Rome is famous for its durability. Just look at the Pantheon and those iconic aqueducts that helped transport water throughout the empire—still standing 2,000 years later.But knowledge about how this concrete was made hasn't been very solid. Well, scientists have discovered a construction site in Pompeii preserved in the volcanic ash, which might hold clues to how we can improve our concrete today. Concrete researcher Admir Masic joins Host Ira Flatow to discuss the findings.Plus, we'll look at the infrastructure of the future with engineer Benjamin Lee, who breaks down the recent news of tech companies looking to move their power-hungry data centers to space. They discuss the daunting engineering challenges and possible benefits.Guests:Dr. Admir Masic is an associate professor of civil and environmental engineering at MIT in Cambridge, Massachusetts. Dr. Benjamin Lee is a professor in the department of electrical and systems engineering and the department of computer and information science at the University of Pennsylvania in Philadelphia.Transcripts for each episode are available within 1-3 days at sciencefriday.com. Subscribe to this podcast. Plus, to stay updated on all things science, sign up for Science Friday's newsletters.

    Bearing Arms' Cam & Co
    Why Does NSSF Want More Funds for ATF's IT Infrastructure?

    Bearing Arms' Cam & Co

    Play Episode Listen Later Jan 14, 2026 41:15


    National Shooting Sports Foundation's Larry Keane joins Cam to preview next week's SHOT Show, and explains why the organization is calling for an increase in funding to improve ATF's archaic IT network.

    Packet Pushers - Full Podcast Feed
    NAN110: Bridging Industry, Academia, and the Future of Network Automation with Dr. Levi Perigo

    Packet Pushers - Full Podcast Feed

    Play Episode Listen Later Jan 14, 2026 58:35


    Eric Chou is joined by Dr. Levi Perigo, Scholar in Residence and Professor of Network Engineering at the University of Colorado, Boulder. They discuss Levi's non-traditional career path from being in the network automation industry for 20 years before shifting to academia and co-founding QuivAR. Levi also dives into the success of the CU Boulder... Read more »

    Packet Pushers - Full Podcast Feed
    TCG066: How Infrastructure Teams Can Scale Reasoning Without Losing Control with Chris Wade

    Packet Pushers - Full Podcast Feed

    Play Episode Listen Later Jan 14, 2026 42:15


    The industry has pivoted from scripting to automation to orchestration – and now to systems that can reason. Today we explore what AI agents mean for infrastructure with Chris Wade, Co-Founder and CTO of Itential. We also dive into the brownfield reality, the potential for vendor-specific LLMs trained on proprietary knowledge, and advice for the... Read more »

    Wharton FinTech Podcast
    Stripe's First Employee on Building Modern Banking Infrastructure

    Wharton FinTech Podcast

    Play Episode Listen Later Jan 14, 2026 30:50


    In this episode, Jackson Ellis speaks with Stripe's first employee and the founder of Increase, Darragh Buckley, about building reliable, scalable banking infrastructure. We discuss lessons from Stripe's earliest days, how Increase is modernizing access to payment rails, and why trust, uptime, and simplicity matter more than ever in today's financial system.

    Packet Pushers - Fat Pipe
    NAN110: Bridging Industry, Academia, and the Future of Network Automation with Dr. Levi Perigo

    Packet Pushers - Fat Pipe

    Play Episode Listen Later Jan 14, 2026 58:35


    Eric Chou is joined by Dr. Levi Perigo, Scholar in Residence and Professor of Network Engineering at the University of Colorado, Boulder. They discuss Levi's non-traditional career path from being in the network automation industry for 20 years before shifting to academia and co-founding QuivAR. Levi also dives into the success of the CU Boulder... Read more »

    Partner Path
    E65: Infrastructure for AI-First Teams with Ivan Burazin (Daytona)

    Partner Path

    Play Episode Listen Later Jan 14, 2026 32:36


    This week, we're joined by Ivan Burazin, co-founder of Daytona - a company rethinking developer environments for an AI-native world.We talk about how Daytona creates real value for developers, why the most advanced agent companies are emerging bottom up, and the idea that agents should be treated as first class users with reliable access to compute. Ivan also shares some of Daytona's most demanding use cases including AI scientists in chemistry and pharma running agents inside massive sandboxes with hundreds of CPUs.We also cover what reliability looks like when customers define success as whether the system works at all, how Daytona maintains sub 90 millisecond latency while spinning up millions of environments per day, and how they support always on usage with no fixed schedule. Finally, we dig into go to market lessons from putting engineers on the front lines early to why Daytona prioritizes in person engagement and intentional events as the most authentic way to build trust with developers.Episode chapters:1:43 – Market timing and why now3:18 – Building for developers and dev tools4:55 – Global developer communities7:55 – Computers as infrastructure for agents10:32 – Product-led growth12:17 – Enterprise use cases and adoption16:25 – Managing cost, performance, and latency19:20 – Hiring for resiliency at scale20:40 – Internal AI use cases at Daytona24:25 – Creating a bottom-up go-to-market motion27:42 – Hiring and scaling developer relations29:55 – Partnerships and ecosystem strategy31:00 – Quick-fire round This episode is brought to you by Grata, the leading deal sourcing platform for private equity. Grata's AI powered search, investment grade data, and intuitive workflows help you find and win the right deals faster. Visit grata.com to book a demo.This episode is also sponsored by Overlap, the AI powered app that uses LLMs to surface the best moments from any podcast. Overlap reads full transcripts, finds the most relevant clips, and stitches them into a personalized stream of insights. Tap into podcasts as a real information source with Overlap 2.0, now available on the App Store.

    For Better Self & Net Worth
    Breaking Barriers of AI with Nikki Barua, CEO/Co-Founder of FlipWork

    For Better Self & Net Worth

    Play Episode Listen Later Jan 14, 2026 27:01


    In this episode, Nikki Barua, a successful entrepreneur and author, discusses the transformative power of AI in entrepreneurship and the importance of lifelong learning. She emphasizes the need for individuals to adapt to the changing job landscape, the concept of agentic AI, and the significance of setting specific goals. Nikki shares insights from her book, 'Beyond Barriers,' and encourages listeners to embrace the journey of personal and professional growth.-----------00:00 Introduction to Lifelong Learning and AI02:45 The Entrepreneurial Landscape and AI04:46 Navigating Job Displacement and Opportunities with AI06:56 Understanding Agentic AI and Human Collaboration10:18 The Future of AI and Its Impact on Society12:15 Applying AI as Infrastructure for Innovation12:28 Insights from 'Beyond Barriers' and Personal Growth19:28 The Journey of Growth and Overcoming Stuckness21:46 The Importance of Lifelong Learning and Unlearning

    RunAs Radio
    Azure in 2026 with Jeremy Winter

    RunAs Radio

    Play Episode Listen Later Jan 14, 2026 37:24


    What's coming in 2026 for Azure? Richard chats with CVP and Chief Product Officer for Azure, Jeremy Winter, about the announcements at Ignite and what we can expect in Azure over the next year. Jeremy talks about new features for migrating workloads to Azure, creating more reliable application implementations, the vast array of AI-related technologies being released, and more! The conversation also digs into the new data centers being built all over the world, and how they are becoming more efficient with resources.LinksAzure CopilotAzure SRE AgentAzure Resiliency AgentAzure MigrateKubernetes FleetAzure HorizonDBAzure Red Hat OpenShiftAzure FairwaterRecorded December 3, 2025

    The CTO Advisor
    Right-Sizing AI, Rationalizing Virtualization, and Becoming an Infrastructure Arbiter — with Melissa Palmer

    The CTO Advisor

    Play Episode Listen Later Jan 14, 2026


    Episode Summary Enterprise leaders are facing two equally hard problems at the same time: deciding what to do next with virtualization in the post-VMware era, and figuring out how—or whether—to deploy AI infrastructure responsibly. In this episode of The CTO Advisor Podcast, Keith Townsend sits down with long-time industry peer and infrastructure expert [...]

    The Christopher Perrin Show
    Episode 55: From Fragmentation to Fellowship: The Intellectual Renewal Behind Classical Education

    The Christopher Perrin Show

    Play Episode Listen Later Jan 14, 2026 29:04


    DescriptionDavid Diener, Assistant Professor of Education at Hillsdale College and president of The Alcuin Fellowship, joins Christopher Perrin to reflect on how a philosopher's training can become a vocational doorway into the renewal of classical education. Drawing from years in K–12 school leadership and now higher education, Diener describes why classical schools often foster unusually rich intellectual community—and why that matters in an age of academic fragmentation. He also introduces Hillsdale's Master of Arts in Classical Education (MACE), a program designed to address one of the movement's biggest bottlenecks: forming well-equipped teachers and administrators. The conversation highlights how enduring philosophical anchors—from Plato and Aristotle to Aquinas—can be translated into concrete classroom practice. Diener then traces the role of The Alcuin Fellowship in deepening the movement's historical and theoretical grounding, including its influence on The Liberal Arts Tradition. Finally, they look outward to the global growth of classical Christian education, including partnerships and training initiatives in Africa, such as the Rafiki Foundation, and expanding work across Latin America. David Diener has a forthcoming monograph in Spanish that will provide chapter-length essays on various aspects of classical Christian education. Additionally, he has an upcoming course on ClassicalU.com will release in the spring of 2026.Episode OutlineFrom philosophy to teaching: Diener's academic formation, early teaching experience abroad, and why education became his focusWhy classical schools attract scholars: the “faculty-of-friends” culture and how it can outpace typical undergraduate settingsHillsdale's MACE program: structure, distinctives, and the need for teacher formation at scaleThe Alcuin Fellowship: purpose, retreats, the “scholar-practitioner” model, and the ecosystem role it playsPublications and intellectual consolidation: how collaborative work helped birth The Liberal Arts Tradition by Kevin Clark, DLS, and Ravi Jain Global and Latin American growth: partnerships, conferences, and emerging networks across continentsKey Topics & TakeawaysFormation Through Practices: What we repeatedly do shapes what we love.Classical Schools as Intellectual Communities: Classical faculties often cultivate cross-disciplinary conversation and shared learning in ways that counter modern academic siloing.Theory-to-Practice Formation: Strong programs don't leave philosophy abstract—they press big ideas into classroom realities and school leadership decisions.The Teacher-Leader Pipeline is the Bottleneck: Sustainable growth depends on forming more capable teachers and administrators, not merely opening more schools.Why MACE is Built the Way it is: A shared core creates common language and vision; later specialization prepares teachers and leaders for distinct roles.Fellowship as Infrastructure for Renewal: The Alcuin Fellowship functions as a hub for scholar-practitioners who think deeply and serve schools faithfully.From Local Renewal to Global Opportunity: The movement's growth is increasingly international, with meaningful work underway in Africa and expanding initiatives in Latin America.Questions & DiscussionWhat kind of “fragmentation” have you experienced in education (or your own formation)?What practices have helped you move toward integration?Why might a classical school faculty create stronger intellectual friendship than many modern institutions?Compare your current context to a “lunch-table culture” where teachers learn together across disciplines. What would it take to cultivate that kind of shared learning where you are?What is the role of a fellowship (formal or informal) in renewing an educational tradition?Identify one fellowship function you most need: reading, conversation, research, mentoring, or mutual sharpening. What could be your next practical step to build that community?How should the classical renewal relate to other organizations and conferences in the movement?What do you hope conferences and associations provide beyond inspiration (formation, scholarship, standards, support)? How can leaders prevent “event energy” from replacing sustained local practice?What opportunities—and challenges—come with global growth of classical Christian education?Discuss the difference between exporting a model and serving a local culture with deep roots. What do “curriculum accessibility” and “teacher training resources” mean in practical terms?Suggested Reading & ResourcesThe Liberal Arts Tradition by Kevin Clark, DLS, and Ravi JainThe Liberal Arts Tradition (Audiobook) by Kevin Clark, DLS, and Ravi JainRafiki FoundationThe Rafiki Foundation PodcastAssociation of Classical Christian Schools (ACCS)Society for Classical Learning (SCL)Hillsdale CollegeHillsdale AcademyThe Alcuin FellowshipDr. Christopher Perrin on Substack 

    Develop This: Economic and Community Development
    DT #610 Looking Ahead to 2026: Chris Lloyd - Economic Development Trends You Can't Ignore

    Develop This: Economic and Community Development

    Play Episode Listen Later Jan 14, 2026 22:20


    As Develop This! kicks off its Crystal Ball series for 2026, host Dennis Fraise is joined by Chris Lloyd, Senior Vice President and Director of Infrastructure and Economic Development at McGuireWoods Consulting, for a forward-looking conversation on the forces shaping the future of economic development in partnrship with the Site Selectors Guild. Chris brings a national perspective on how federal tax policy, state conformity, executive orders, and the growing affordability agenda are influencing site selection and investment decisions. The discussion explores why tools like immediate expensing of capital matter more than ever, how executive actions can accelerate permitting, and why affordability—especially housing—has become a central factor for companies choosing where to locate. The conversation also dives into evolving site selection criteria, from power availability and workforce readiness to speed-to-market pressures and the growing role of AI and data centers. Chris underscores that while megaprojects capture headlines, smaller, strategic wins are increasingly critical for community success. Throughout the episode, one theme stands out: economic development is a storytelling business. Chris explains why economic developers must clearly articulate their community's value proposition while preparing for risk, disruption, and the unexpected. This episode offers practical insights and strategic foresight for community and economic development professionals preparing for 2026 and beyond. Key Takeaways Major trends—including AI and data centers—are reshaping economic development strategies Immediate expensing of capital remains a powerful incentive for project decisions State conformity with federal tax policy can be a decisive site selection factor Executive orders can significantly streamline permitting and project timelines Affordability is now a core consideration in corporate location decisions Public-private partnerships play a growing role in workforce and housing solutions Power, workforce, and speed to market remain essential site selection criteria Effective community storytelling is critical to winning investment Smaller, targeted projects are gaining importance alongside megaprojects Communities must have "break glass" contingency plans for emergencies and disruptions

    The Clement Manyathela Show
    In conversation with Nedbank

    The Clement Manyathela Show

    Play Episode Listen Later Jan 14, 2026 19:55 Transcription Available


    Clement Manyathela speaks to Molebo Mothibe, who is the Head of Infrastructure, Public Sector, Construction & TMT Finance at Nedbank Corporate and Investment and Matias Cardarelli, who is the CEO of PPC Africa to discuss their strategic relationship to boost infrastructure growth in the country. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

    All Day Digital
    What's ahead for broadband and AI infrastructure in 2026

    All Day Digital

    Play Episode Listen Later Jan 14, 2026 17:52


    In this episode of All Day Digital, Jeff Johnston shares his insights on three key areas of the digital infrastructure market in 2026: competition in broadband, M&A and valuations in broadband, and the AI infrastructure bubble.

    EUVC
    E681 | Emil Eifrem, Neo4j: Building the AI Infrastructure Layer: Neo4j's $100M Bet

    EUVC

    Play Episode Listen Later Jan 14, 2026 24:46


    Welcome back to another episode of the EUVC Podcast. Today, Jeppe sits down with Emil Eifrem, founder & CEO of Neo4j, the world's leading graph database and a core infrastructure layer for AI applications used by all 20 of the top US banks, 9 of 10 global pharma giants, and every major automotive OEM.Emil recently announced a $100M global startup program to back founders building the next generation of AI-native products on top of graph technology — from knowledge graphs to hallucination-free LLMs.We delve into why graph thinking matters now, how Neo4j came of age during the Panama Papers investigation, and why Europe is better positioned than people think to compete in the AI platform shift.Here's what's covered:02:00 — The Panama Papers “Coming Out Party”How journalists used Neo4j to uncover 7-layer-deep financial relationships invisible to traditional databases — and why it triggered a wave of global adoption.06:40 — Why Graphs Are the Missing Link for AIKnowledge, meaning, context, and relationships: why LLMs without structured knowledge graphs hallucinate.08:50 — The $100M Startup ProgramWhy Neo4j is returning to its roots to support AI-native founders — and why the packaging for startups had to change.12:00 — What Founders GetFree Aura credits, dedicated graph engineers, joint GTM, and access to the world's largest graph developer community.14:30 — Early Traction: 300+ Startups in WeeksWhy early demand is far ahead of expectations — and the kinds of companies applying.16:10 — Community as a Strategic Moat500+ annual global events, deep developer love, and why skill availability is now a CIO-level buying criterion.19:00 — Building Deep Tech in EuropeWhy Neo4j kept engineering in Europe, how the ecosystem matured, and what today's founders can learn.22:00 — Regulation & CompetitivenessWill Europe overregulate itself out of the AI race? Emil's perspective on models vs infrastructure vs applications.23:40 — The Future of AI InfrastructureWhy every company must rethink its stack — and why the biggest threat is assuming your business will survive without change.

    On Point
    Following the money on the Biden-era infrastructure bill

    On Point

    Play Episode Listen Later Jan 13, 2026 32:41


    The Biden Administration's infrastructure act promised more than $1.2 trillion dollars to build up the country. More than five years later, what was built and what never got started? *** Thank you for listening. Help power On Point by making a donation here: www.wbur.org/giveonpoint

    The John Batchelor Show
    S8 Ep307: RUSSIA'S ORESHNIK MISSILE AND PSYCHOLOGICAL DETERRENCE Colleague John Hardy. Russia is utilizing the Oreshnik missile to strike Ukrainian infrastructure, leaving thousands without heat. John Hardy explains these strikes serve as psychological i

    The John Batchelor Show

    Play Episode Listen Later Jan 13, 2026 8:54


    RUSSIA'S ORESHNIK MISSILE AND PSYCHOLOGICAL DETERRENCE Colleague John Hardy. Russia is utilizing the Oreshnik missile to strike Ukrainian infrastructure, leaving thousands without heat. John Hardy explains these strikes serve as psychological intimidation to deter Western nations from providing security guarantees or ground troops. Recent strikes likely targeted an aircraft repair plant, not gas storage. NUMBER 7OCTOBER 1938

    Daily Tech News Show
    Microsoft Shares Its "Community-First" AI Infrastructure Plan - DTNS 5184

    Daily Tech News Show

    Play Episode Listen Later Jan 13, 2026 32:10


    Apple targets digital creatives with the debut of its "Apple Creator Studio" subscription package, and Moxie Marlinspike is bringing end-to-end encryption to the open-source AI chatbot world with the release of Confer.Starring Jason Howell and Tom Merritt.Links to stories discussed in this episode can be found here. Hosted on Acast. See acast.com/privacy for more information.

    The Neuron: AI Explained
    Why IBM Wants AI to Be Boring: AI as Infrastructure, Not a Friend

    The Neuron: AI Explained

    Play Episode Listen Later Jan 13, 2026 53:08


    IBM just released Granite 4.0, a new family of open language models designed to be fast, memory-efficient, and enterprise-ready — and it represents a very different philosophy from today's frontier AI race.In this episode of The Neuron, IBM Research's David Cox joins us to unpack why IBM treats AI models as tools rather than entities, how hybrid architectures dramatically reduce memory and cost, and why openness, transparency, and external audits matter more than ever for real-world deployment.We dive into long-context efficiency, agent safety, LoRA adapters, on-device AI, voice interfaces, and why the future of AI may look a lot more boring — in the best possible way.If you're building AI systems for production, agents, or enterprise workflows, this conversation is required listening.Subscribe to The Neuron newsletter for more interviews with the leaders shaping the future of work and AI: https://theneuron.ai

    CruxCasts
    Erdene Resource Development (TSX:ERD)- First Gold Flows as Multi-Mine District Strategy Unfolds

    CruxCasts

    Play Episode Listen Later Jan 13, 2026 23:41


    Interview with Peter Akerley, President & CEO of Erdene Resource Development Corp.Our previous interview: https://www.cruxinvestor.com/posts/erdene-resource-development-tsxerd-fulfills-first-gold-pour-in-mongolias-bayan-khundii-8096Recording date: 12th January 2026Erdene Resource Development achieved first gold production at its Bayan Khundii mine in southwestern Mongolia during Q3 2025, marking a significant milestone for the junior miner. The company completed the $115 million construction in 22 months, meeting both timeline and budget targets despite operating in what was previously considered a challenging infrastructure environment.The plant has reached nameplate capacity of 1,950 tons per day, currently processing material at approximately 2 g/t. Erdene is systematically increasing feed grades toward the 3.8 g/t reserve grade, targeting commercial production declaration by April 2026. The company transitioned from bulk mining during commissioning to selective high-grade operations, though technical refinements continue around blasting optimization and material handling.The operating subsidiary carries $123 million in debt, comprising a $50 million commercial loan and approximately $60 million in shareholder loans from partner Mongolian Mining Corporation. Despite debt service obligations, partners approved a $10 million exploration budget for 2026, reflecting confidence that operations have achieved self-sustaining status.Erdene's growth pipeline includes the Dark Horse satellite deposit containing 48,000 ounces at 7 g/t, scheduled for year-three production. The company is evaluating plant expansion options including gravity circuit additions and heap leach processing for oxide material. Major development projects include the Altan Nar gold-copper project advancing toward feasibility over three years and the Zuun Mod molybdenum-copper system delivering a preliminary economic assessment by mid-2026.The strategic context has improved significantly since project conception. Infrastructure constraints that historically challenged southwestern Mongolia are being resolved through Chinese border power connectivity and road construction. Gold prices above $2,600 versus the $1,860 reserve base definition create substantial margin expansion potential, while lower cutoff grades expand the economic envelope across multiple deposits. CEO Peter Akerley describes the strategy as building "a new minerals district in southwestern Mongolia that ultimately will be a multi-mine producer of multiple commodities."View Erdene Resource Development's company profile: https://www.cruxinvestor.com/companies/erdene-resource-developmentSign up for Crux Investor: https://cruxinvestor.com

    Brian Thomas
    Charlie Luken talks to Brian Thomas

    Brian Thomas

    Play Episode Listen Later Jan 13, 2026 9:10 Transcription Available


    In this conversation, former Cincinnati mayor Charlie Luken discusses the implications of the $1.6 billion railway sale and the subsequent allocation of funds for infrastructure projects. He expresses disappointment over the slow spending of the allocated funds, emphasizing the need for transparency and efficiency in project implementation. The discussion also touches on the challenges faced by the city government in managing these funds and the potential role of external organizations in facilitating better outcomes for the community. Takeaways The railway sale generated significant funds for the city. Only a small percentage of the allocated funds have been spent. There is a bottleneck in the city government regarding fund allocation. Allocating funds does not equate to actual spending on projects. Infrastructure projects need to be scrutinized for effectiveness. The city is behind on necessary road repairs and infrastructure improvements. External organizations could help streamline project implementation. There is a need for accountability in how taxpayer money is spent. The public's trust is at stake with the handling of these funds. See omnystudio.com/listener for privacy information.

    The John Batchelor Show
    S8 Ep305: 5:47 PMRUSSIA'S STRIKES ON UKRAINIAN ENERGY INFRASTRUCTURE Colleagues John Hardie and Bill Roggio. John Batchelor and Bill Roggio interview guest John Hardie regarding Russia's strikes on Ukrainian energy infrastructure. Hardie highlights the

    The John Batchelor Show

    Play Episode Listen Later Jan 12, 2026 8:50


    PREVIEW FOR LATER:  RUSSIA'S STRIKES ON UKRAINIAN ENERGY INFRASTRUCTURE Colleagues John Hardie and Bill Roggio. John Batchelor and Bill Roggio interview guest John Hardie regarding Russia's strikes on Ukrainian energy infrastructure. Hardie highlights the Arashnik missile as a tool for psychological intimidation to deter Western security guarantees. They discuss Russia's tactical use of Shahed drones and decoys against civilians.1951.

    American Conservative University
    Rachel Wilson EXPOSES The Lies Feminism Tells Women...

    American Conservative University

    Play Episode Listen Later Jan 12, 2026 25:17


    Rachel Wilson EXPOSES The Lies Feminism Tells Women... Watch this video at- https://youtu.be/U6gx-RvF_1Y?si=7y0bX0qJTy4dPupY Jake Rattlesnake 24.4K subscribers 42,826 views Dec 29, 2025

    We Are For Good Podcast - The Podcast for Nonprofits
    673. Shift 3 — People Leave: Make Transition Readiness Part of Your Culture - Naomi Hattaway

    We Are For Good Podcast - The Podcast for Nonprofits

    Play Episode Listen Later Jan 12, 2026 39:29


    People Leave™ — and in 2026, the pace and intensity of transition is accelerating. In this episode, Naomi Hattaway, interim leader and organizational health builder, shares what it actually takes to build nonprofit health through uncertainty before someone resigns. We talk about the hidden fragility that uncertainty exposes (founder dependency, undocumented roles, disengaged boards), and the practical foundations that help teams stay aligned when everything feels on fire.You'll walk away with concrete tools for transition readiness, including how to:Treat turnover as normal — not a crisis — so you plan for departures instead of getting blindsidedBuild real financial resilience with reserves and budgets that account for searches, interims, and transition supportCreate simple documentation so critical knowledge isn't trapped in one person's headGrow “endings literacy” by talking openly about departures, loss, and what it means to leave wellCenter humanity in hard moments with grief-aware practices, dignified layoffs, and stay interviews Because healthy systems don't stop people from leaving — they make it possible for people to leave well.Episode HighlightsUnderstanding Uncertainty in 2026 (02:06)Proactive vs Reactive Approaches (05:39)The Importance of Infrastructure (07:54)Endings Literacy: Navigating Transitions (13:30)Creating a Culture of Grief and Loss (22:00)Leaving Well: The Art of Transition (28:26)Human-Centered Change in High-Stress Environments (31:25)Naomi's One Good Thing (35:07)Dive Deeper:Naomi's WebsiteTransition Archetype QuizEpisode Shownotes: www.weareforgood.com/episode/673Thank you to our partners

    Missions to Movements
    2026 Monthly Giving Predictions: #1 - Recurring Giving Becomes Core Infrastructure

    Missions to Movements

    Play Episode Listen Later Jan 12, 2026 7:38 Transcription Available


    Why monthly giving must move from a checkbox to core infrastructure and how that shift changes budgets, dashboards, and daily decisions. Practical prompts help you test your own reliance on recurring revenue and plan for a steadier 2026.Register now for the FREE Monthly Giving Summit on February 25-26th, the only virtual event where nonprofits unite to master monthly giving, attract committed believers, and fund the future with confidence. The Mini Monthly Giving Mastermind: A high-touch Mini Mastermind + optional in-person retreat (May 6-8) for nonprofit leaders that have an existing monthly giving program and ready to take it to the next level with 1:1 and peer support. Apply now! Let's Connect! Send a DM on Instagram or LinkedIn and let us know what you think of the show! My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good. Want to book Dana as a speaker for your event? Click here!

    Best Stocks Now with Bill Gunderson
    Monday Jan. 12, 2026 - Greenland infrastructure issues

    Best Stocks Now with Bill Gunderson

    Play Episode Listen Later Jan 12, 2026 40:08


    The Health Ranger Report
    Brighteon Broadcast News, Jan 9, 2026 - Mike Adams: We Are Building the Infrastructure of HUMAN FREEDOM

    The Health Ranger Report

    Play Episode Listen Later Jan 9, 2026 176:18


    - AI Coding Revolution and Its Implications (0:10) - AI Coding vs. Human Coding (2:54) - AI's Role in Business and Job Transformations (4:35) - BrighteLearn.ai and AI's Continuous Improvement (5:51) - AI's Capabilities and Future Projections (7:37) - Health and Technology Integration (15:09) - The Role of Censorship and Depopulation (30:16) - The Financial Reset and Its Implications (56:36) - Preparation for Financial Chaos (1:18:10) - The Role of AI in Future Preparedness (1:21:47) - AI Integration and Initial Setup (1:25:28) - AI Tools and Recent Developments (1:29:46) - Differences Between AI Models (1:33:59) - AI's Role in Technological Advancements (1:43:06) - AI in Content Creation and Planning (1:48:56) - AI in Video and Music Production (1:56:34) - AI's Impact on Society and the Future (2:32:50) - AI's Role in Decentralization and Freedom (2:33:03) - AI's Potential for Creating AI Avatars (2:34:15) - AI's Role in Technological Competition (2:35:10) - Challenges with Current AI Models and Bias (2:38:42) - China's Leadership in AI and Censorship (2:41:41) - Customizing Chatbots and Medical Tourism (2:43:00) - Jailbreak Techniques and Health Solutions (2:45:18) - Technocracy Atlas and Epstein Data (2:47:32) - Commitment to Open Source and Decentralized Knowledge (2:49:27) - Health Ranger Store New Year's Sale (2:51:49) For more updates, visit: http://www.brighteon.com/channel/hrreport  NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com