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This Week In Startups is made possible by: Wilson Sonsini Today's show: Spinouts are everywhere right now, and most founders get the cap table wrong. Jason sits down with Becki DeGraw, partner at Wilson Sonsini, to break down how to do it right, starting with his 80/20 rule for splitting the new cap table and why letting the old company keep too much of it kills your ability to raise. Becki also covers the legal side: who owns the IP, non-competes between the two companies, and the trap founders fall into when they're still on the old board. PLUS, the one question every Series A investor will ask. Guests: Becki DeGraw on LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62/ Wilson Sonsini: https://www.wsgr.com/en/ Relevant Links: Wilson Sonsini Goodrich & Rosati (WSGR) — **https://www.wsgr.com/** Becki DeGraw — https://www.wsgr.com/en/people/becki-degraw.html Waymo — Jason's headline example of a big-company spinout — https://waymo.com/ Expedia's 1999 Microsoft spinout — https://www.britannica.com/topic/Expedia-com-American-company Nvidia's ~$20B deal for Groq's asset— https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html Timestamps: 0:00 What a spinout actually is 0:50 Becki: the real "why" behind spinouts 2:24 IP licenses and the "acquihire" workaround 3:09 University spinouts 4:41 Google/Waymo and Microsoft/Expedia: spinouts at scale 5:03 Jason's 80/20 rule and the unicorn test 6:06 The broken cap table problem 6:36 Licensing deals as an M&A workaround 8:44 Exclusive licenses, full assignments, and license-backs 11:07 "What if Google spun out YouTube" 12:31 Groq–Nvidia, capital gains vs. income 13:23 Confidentiality, customer lists, and fiduciary duty traps 15:16 Get the paper done BEFORE you start the new thing 15:56 "It's a divorce," — and the employees are the kids Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com
Kayce-Perkins Katz went into pregnancy with a pretty common birth plan in mind. As things progressed, her view changed as she considered what her body was actually capable of and unexpected circumstances arose. Connect with the guest: @kayce.perkins.katz Grow with us on IP+! Informed Pregnancy Media presents two all new intimate short-form video series following Garrett and HeHe's real-time pregnancy journeys as they prepare for an empowered birth and postpartum experience. Each episode features weekly updates with personal photos and videos to help bring these raw stories to life, a visually dynamic guide through each mother's emotional and physical experiences. Watch Growing with Garrett Watch Growing with HeHe Keep up with Dr. Berlin and Informed Pregnancy Media online! informedpregnancy.com @doctorberlin Youtube LinkedIn Facebook X Learn more about your ad choices. Visit megaphone.fm/adchoices
No Priors: Artificial Intelligence | Machine Learning | Technology | Startups
From data center orchestrators to AGI and robotics, CPUs remain the heart of modern computing. Arm CEO Rene Haas joins Elad Gil and Sarah Guo to explore how Arm is positioned at the epicenter of AI-driven demands for compute. Rene explains Arm's position in the chip supply chain, and how Arm transitioned from an IP licensing model to producing physical chips like the Arm AGI CPU for Meta. He also discusses bottlenecks in hardware supply chains, SoftBank's ecosystem and capital strategy, why US semiconductor manufacturing independence is critical, the future of robotics, and why CPUs remain crucial for executing AI workloads. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @renehaas237 | @Arm Chapters: 00:00 – Cold Open Trailer 00:49 – Rene Haas Introduction 01:14 – Arm and Chip Supply Chain 02:37 – Shift from IP to Manufacturing CPUs 04:23 – CPU IP and Customers 06:55 – AI Adoption at Arm 10:15 – Changes in Chip Time to Market 13:27 – Data Center Buildout Bottleneck 15:13 – Softbank Leverage and Capital Strategy 17:43 – Softbank Portfolio Overview 20:13 – Robotics Opportunities for Arm 24:49 – US Manufacturing Protectionism 28:59 – Data Center Backlash 32:30 – Arm Outlook 33:31 – CPU Opportunity 37:06 – Conclusion
All links and images can be found on CISO Series Check out this post by Val Tsanev of CyberRisk Alliance, for the discussion that is the basis of our conversation on this week's episode co-hosted by David Spark, the producer of CISO Series, and Edward Contreras, senior evp and CISO, Frost Bank. Joining is Jill Rhodes, svp, CISO, Option Care Health. In this episode: The ten-minute test Relevance beats format Price the problem or lose the room Whose meeting is it, really A huge thanks to our sponsor, Teleskope Most DSPMs stop at finding the risk. Teleskope fixes this: it automatically finds sensitive data, including IP documents or board decks, and remediates exposure across cloud, SaaS, and AI environments natively, with human-in-the-loop controls, improving your team's efficiency tenfold. Trusted by Ramp, Polymarket, and Chevron Phillips, and more. teleskope.ai
Send us Fan MailSerious Web3 capital does not chase the loudest narrative. It follows clear thinking, real adoption, and founders who can earn trust when the hype is gone.Joeri Billast sits down with Bashar Al Madhoun, CEO of Dubai's ALMAK Group, a royal-backed global holding and investment management group chaired by Sheikh Ali bin Rashed Al Maktoum, to explore where Web3 venture capital and institutional capital are actually moving in 2026.Fresh from conversations in Kuala Lumpur and across Southeast Asia, Bashar explains why some of the most compelling opportunities are moving beyond “crypto” as a category toward practical business problems involving digital identity, ownership, payments, data infrastructure, and new collaboration models.If you are building, marketing, investing in, or fundraising for a Web3 company, this conversation breaks down what investors listen for when deciding whether a project deserves a second meeting. Bashar shares the core signals: clarity around the problem, customer, solution and business model, evidence of real adoption, and a team and leader capable of executing.We also explore the red flags that can quickly undermine an otherwise promising project, from vanity growth metrics and weak governance to unclear legal structures, poor risk management and insufficient data protection. Bashar explains why compliance can become a competitive advantage rather than friction, and why leadership, consistency and transparency about uncertainty increasingly matter in building investor trust.Joeri and Bashar then compare Dubai and Southeast Asia as Web3 ecosystems and examine the growing convergence of AI and Web3. Where does that combination create real economic value, and when is it simply two powerful narratives packaged together? Bashar also explains why AI can support investment analysis but should never replace human judgment.For founders building for the next five years rather than the next hype cycle, the message is clear: solve a focused problem, prove that people need it, and protect governance, data, IP, security and reputation from the beginning.This episode was recorded through a Descript call on September 2, 2026. Read the blog article and show notes here: https://webdrie.net/where-serious-web3-capital-is-moving-what-investors-want-in-2026-with-bashar-al-madhoun/..........................................................................
It's Episode 200, so it calls for a milestone - our first ever episode LIVE from inside a theme park. And as the Halloween season approaches, why not do an episode live from inside a haunt maze?We head to Carowinds, where SCarowinds is gearing up for the 26th season of frights on the state line. Joined by Live Entertainment Manager Matt Riggle, we talk all things Halloween Haunt - including Carowinds' eight new experiences for 2026. If you've ever wanted the nitty gritty details of what goes into a Haunt experience, working with IP or original ideas for mazes and scare zones, learning more about the new maze Jason: Blood Reign, or what it takes to get 400+ monsters ready for the night, this is the podcast for you! Also, if you are primarily listening to the podcast - it's worth checking out on video - especially if you want some outtakes at the end! You can connect with the show by hitting us up on social media @Coaster101: Facebook | Twitter | Instagram. We also have a website, if you're into that sort of thing: www.coaster101.comAlso, be sure to subscribe to the podcast so you don't miss an episode! And please give us a rating and review wherever you listen, it helps new listeners find us!Find the latest and greatest Coaster101 and theme park-inspired merch at coaster101.com/merchThanks to JM Entertainment for providing our theme song. For more on them, check out jmentgrp.com
Sharon Toerek is a marketing and intellectual property attorney who helps independent marketing, digital, PR, and creative agencies protect their assets and turn their ideas into revenue. She is the founder of Toerek Law, a firm dedicated to marketing agencies, where she focuses on intellectual property, smart contracts, and regulatory compliance. Sharon also hosts The Innovative Agency podcast and serves as a trusted legal partner to agencies and communities across the United States. In this episode, Sharon Toerek shares insights on how agencies can leverage legal strategies to protect their assets, increase profitability, and navigate the evolving landscape of AI and data privacy regulations.Key Takeaways:- AI legal implications and recent changes- Building strong legal foundations for agencies- Intellectual property protection and monetizationEpisode Timeline:1:45 How Sharon chose her focus on IP law3:40 Interesting clients and creative work in IP law5:00 Agency legal blind spots and risk areas6:45 Legal implications of AI in marketing8:10 Recent legal changes in AI and copyright law9:20 The parallel between AI regulation and data privacy law11:00Concerns about AI-generated content and copyright infringement13:25Future of licensing and copyright in AI15:45Legal as a profit center for agencies16:23How smarter contracts protect IP and increase profitability19:29Tod's copywriting pitches23:35Conducting a legal audit to eliminate risksThis episode's guest:• Sharon Toerek on LinkedIn• Legal+Creative's website• The Innovative Agency podcastSubscribe and leave a 5-star review: https://pod.link/1496390646Contact Us!•Join the conversation by leaving a comment!•Follow us on Facebook, Twitter, Instagram, and LinkedIn!Thanks for listening! Hosted on Acast. See acast.com/privacy for more information.
什么样的 IP,才能活几十年、甚至上百年,还能不断被改编、被消费、被重新喜欢?本期「东观西望」,我们把英国和日本各挑出6个全球知名 IP,放在一起做了一次“IP大PK”:福尔摩斯 vs 名侦探柯南、哈利波特 vs 宝可梦、帕丁顿熊 vs Hello Kitty、007 vs 吉卜力、小熊维尼 vs 马里奥,以及憨豆先生 vs 海贼王。Bessie和美兰先从收益、起源媒介、IP结构和生命周期四个维度进行了比较,接下来又进入一个个具体IP的创作故事:福尔摩斯为什么曾经被作者“写死”?柯南又藏了多少向福尔摩斯致敬的细节?JK Rowling如何在最低谷中写出哈利波特?宝可梦最初竟然来自“抓虫子”的童年记忆?Hello Kitty为什么是一个住在伦敦郊区的英国女孩?帕丁顿熊背后又藏着怎样的二战记忆?最后,主播们试着回答一个更有意思的问题:英国和日本究竟是怎样把本土文化变成全球IP的? 英国更擅长讲一个有完整终点的“人的故事”,日本则更擅长搭建一个没有尽头、不断增加角色和玩法的“世界”。而好莱坞和全球发行机制,又在其中扮演了怎样的角色?如果中国原创IP想真正走向全球,这些经验或许值得重新看一遍。【本节目由Withinlink碚曦投资协作体出品】【主播】李倩玲 Bessie Lee广告营销行业资深从业者,商业观察者蒋美兰 Milan前数字营销公司「费芮互动」创始人、前电通集团合伙人,现定居日本的零售科技观察者播客「商业茶泡饭」主播【本期内容提要】00:26 为什么英国和日本都特别会做全球IP?01:25 12个IP 登场:福尔摩斯、哈利波特、帕丁顿熊、007、小熊维尼、豆豆先生,对上柯南、宝可梦、Hello Kitty、吉卜力、马里奥、海贼王。02:32 冷知识:憨豆先生为什么没有台词?福尔摩斯为什么曾经被作者“写死”?05:16 Hello Kitty为什么是英国人?宝可梦里的小智和马里奥创造者宫本茂有什么关系?06:35 四个维度比较12 个IP:收益、起源媒介、IP结构、生命周期08:47 谁才是最赚钱的IP?宝可梦进入“千亿美元俱乐部”,英国最赚钱的竟然是小熊维尼11:49 英国IP多从书开始,日本 IP 更常从漫画、游戏和商品开始13:03 英国喜欢“一个主角”,日本喜欢“一个宇宙”15:08 英国IP为什么特别能活?福尔摩斯140岁、小熊维尼100岁、007 73 岁16:35 第一组:福尔摩斯 vs 名侦探柯南——一个从医生观察中诞生,一个被“逼”出来的推理漫画20:37 柯南对福尔摩斯的“致敬密码”25:22 IP什么时候进入公共领域?版权生命周期如何影响IP的再创作?26:21 第二组:哈利波特 vs 宝可梦——两个超级 IP 背后,都有一段近乎“赌上人生”的创作史27:41 JK Rowling的灵感从哪里来?一趟误点4小时的火车,开启了哈利波特的世界29:20 失业、离婚、单亲妈妈、12 家出版社拒绝:哈利波特如何从人生低谷走向全球 IP32:00 宝可梦诞生:一个“虫博士”的童年记忆,如何变成全球最赚钱的IP?33:58 宝可梦为什么能持续赚钱?卡牌、游戏、新角色,让IP永远有下一代35:31 第三组:帕丁顿熊 vs Hello Kitty——一个来自战争记忆,一个从商品设计开始36:52 帕丁顿熊背后的二战故事:被送往乡下的英国儿童、难民与“请照顾这头熊”的小牌子30:09 帕丁顿熊电影换配音:Colin Firth 为什么临时被换掉?41:05 Hello Kitty的诞生:从一个小皮夹上的图案,到全球情感符号42:04 Hello Kitty为什么是英国女孩?背后其实是日本1970年代的“英伦热”。45:23 第四组:007 vs 吉卜力——一个靠角色更换延续生命,一个从战争飞机的名字走向“造梦的地方”46:26 007创作者Ian Fleming的二战经历,以及真实的“肉馅行动“48:51 James Bond这个名字怎么来的?一个美国鸟类学家的名字,成了最著名的特工代号49:37 007的关键商业策略:演员可以换,但Bond这个角色不能换51:48 吉卜力的名字从哪里来?宫崎骏为什么用二战意大利侦察机的名字,命名一个“造梦的地方”?53:29 《龙猫》当年票房普通,却靠商品授权反过来拯救吉卜力54:52 宫崎骏四次宣布退休;吉卜力又如何面对创始人的传承问题?57:37 第五组:小熊维尼 vs 马里奥——一个 100 岁,一个从失败的街机项目中诞生58:39 小熊维尼为什么不只是童书?温暖故事背后的成年人哲思01:00:27 小熊维尼进入迪士尼:一个经典IP如何借助全球发行完成第二次增长?01:02:18 马里奥诞生记:任天堂美国分公司卖不掉的3000台机器,意外催生了一个超级IP01:04:54 最后一组:豆豆先生 vs 海贼王——“零语言成本”的喜剧,对上一个不断扩张的漫画宇宙。01:06:12 豆豆先生最初只是大学作业:Rowan Atkinson 如何在48小时内创造出这个角色?01:06:40 从爱丁堡艺穗节走向全球:豆豆先生如何验证“没有台词也能跨文化传播”?01:10:58 海贼王创作史:尾田荣一郎4岁就想画海盗,17 岁获奖,后来连续 28 年高强度创作。01:13:47 海贼王全球销量突破5亿册,Netflix真人版又如何让这个IP再次出圈?01:14:48 日本IP全球化的一个关键问题:为什么很多日本IP也需要借助好莱坞的力量?01:15:58 英国IP全球化的五个共同点:孤独者、文字起源、英式精神、设计留白,以及全球发行机制01:18:04 日本IP的五个特点:永不完结、一个可以进入的世界、角色不断增殖、把日本价值观转化为全球视觉语言,以及好莱坞机制01:21:01 英国卖“一个人的故事”,日本卖“一个没有尽头的世界”,对中国原创IP有什么启发?01:22:17 听友互动:你有什么心有独钟的IP?下一个全球爆款 IP,会从英国、日本,还是中国、韩国等意想不到的地方诞生?【后期制作】Jean【收听方式】推荐您使用Apple Podcast、小宇宙APP、喜马拉雅FM、网易云音乐、QQ音乐、荔枝播客、Spotify或任意泛用型播客客户端订阅收听「贝望录」。【互动方式】微博:@贝望录微信公众号:贝望录+商务合作:beiwanglu@withinlink.com
Westwood Studios wasn't always known for the command and conquer series. While 1992's Dune 2 laid the foundation for the RTS genre as a whole, they were more famous for their dungeon crawling RPGS, usually associated with Dungeons and Dragons. So when they decided to develop a new IP with Lands of Lore, they were coming to it as grizzled veterans, and they had no intention of messing around. It was released to near universal acclaim. Critics praised near everything about it - graphics, combat, puzzles, even the UI. It was considered to be less cruel than other dungeon crawlers, less punishing and with greater clarity when it came to puzzles and enemies. But this was 1993. The genre that Lands of Lore belongs to is very nearly dead, with only the indie scene keeping it alive by the skin of its teeth. As the genre developed, slow and methodical dungeon crawling was trumped by real time demon slaying, something that even the sequels to the game were not immune to. The friction of delving into a dungeon where death lay at every turn, and confusion reigned is something that we see very rarely today. Is this with good reason? Have we moved on from what Lands of Lore has to offer? Or is it still worth playing all these years later? On this episode, we discuss:UI. Lands of Lore has a very unique UI, with heavy use of screen space dedicated to inventory and spells and only a relatively small window showing you the real time action of what your party is doing. Does this offer excellent functionality, or is it just a bunch of wasted space for no good reason?Combat. Combat is turned based, but movement is real time. Attacking and spellcasting are tied to cooldowns, but using items is not. Enemies chase you in pods when aggroed, but you are free to rest and heal to full at any point. Do the contradictions in the combat systems of Lands of Lore exist for a reason, or does it just become a complete mess? Level Design. Lands of Lore's dungeons are elaborate mazes, filled to the brim with traps, treasure and buttons. Progressing through them is difficult, it's easy to get lost or stuck, and much of the environments look the same. Is this part of the fundamental experience of playing a dungeon crawler, and part of the fun, or is it simply an exercise in frustration? We answer these questions and many more on the 141st episode of the Retro Spectives Podcast! — Intro Music: KieLoBot - Tanzen K Outro Music: Rockit Maxx - One point to another Lands of Lore OST - Frank Klepacki — Is Lands of Lore a good entry point into the blobber genre? What were your experiences playing this one on release? If we were to play another one, which one should we tackle next? Come let us know what you think or recommend us a new game on our community discord server! If you would like to support the show monetarily, you can buy us a coffee here!
(00:00:00) - Intro (00:03:54) - Rajat's heroes and influences (00:05:21) - Introducing Chef Robotics (00:07:22) - Why food manufacturing is a massive opportunity (00:08:11) - Industry graveyard: why previous food robots failed (00:13:24) - Manufacturing over restaurants as go-to-market (00:14:50) - Current customers and what the robots make (00:16:07) - High-mix vs low-mix manufacturing (00:18:52) - Labor shortage and the reality of the job (00:20:55) - The research phase before starting Chef (00:24:24) - Building the early team (00:27:05) - The complexity of food manipulation (00:28:48) - Stealth mode and lack of competitors (00:31:15) - Ghost kitchens around the world (00:33:33) - Long-term vision and expansion strategy (00:37:23) - Where value accrues: hardware vs software vs models (00:43:03) - Impact on consumers: cheaper and safer food (00:46:50) - The future of home cooking (00:51:21) - Specialized robots vs humanoids (00:54:55) - Urgency as founder job number one (01:04:51) - Where to follow and get involved Links: Eric Jorgenson LinkedIn — https://www.linkedin.com/in/erjorgenson Twitter / X — https://x.com/EricJorgenson Website — https://www.ejorgenson.com/ Rajat on X - https://x.com/RajatBhageria Rajat on LinkedIn - https://www.linkedin.com/in/rajatbhageria/ Chef Robotics - https://www.chefrobotics.ai/ To support the costs of producing this podcast: >> Buy a copy of the Navalmanack: www.navalmanack.com/ >> Buy a copy of The Anthology of Balaji: https://balajianthology.com/ >> Buy a copy of The Book of Elon: https://www.elonmuskbook.org/ >> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage >> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun >> Join the free weekly email list at ejorgenson.com/newsletter >> Text the podcast to a friend >> Or at least give the podcast a positive review to help us reach new listeners! Important Quotes from the podcast on Business and Entrepreneurship There is no skill called “business.” Avoid business magazines and business classes. - Naval Ravikant You have to work up to the point where you can own equity in a business. You could own equity as a small shareholder where you bought stock. You could also own it as an owner where you started the company. Ownership is really important. Everybody who really makes money at some point owns a piece of a product, a business, or some IP. That can be through stock options if you work at a tech company. That's a fine way to start.
Braves winning streak stops at 7 games as they drop the makeup game to the Giants 7-3, Bryce elder struggles giving up 5 ER over 5.1 IP while walking 3 and only getting 3 Ks. Michael Harris goes deep for his 23rd HR of the season and Drake Baldwin came in clutch with a 2-out RBI. Barrett Salle joined The Locker Room to talk about the loss and preview the upcoming road trip. Tonight Ford Leadoff gets underway at 5:30p with First Pitch scheduled for 6:45p. AJ Smith-Shawver (0-0, 5.93) takes the mound for Atlanta to face off against Jake Irvin (2-8, 5.62) for the Giants. Hear Atlanta Braves Today every Mon-Fri at 7:45a during The Locker Room on 680 The Fan.See omnystudio.com/listener for privacy information.
Hash values, IP addresses, and domains are virtually useless as primary detection mechanisms in the era of AI-driven polymorphic malware and short-lived phishing kits. If your detection strategy is still stuck at the bottom of the Pyramid of Pain, your incident response team is doused in noise while true threats slip through undetected. In this episode, Ashish sits down with Nicole Beckwith, Senior Director of Security Engineering & Operations at Cribl (former Secret Service investigator and Kroger security ops lead), to break down Cribl's open APEX framework. Nicole explains how APEX focuses on behavioral chaining, time-boxing, and clustering over raw telemetry to build high-fidelity detections without needing a thousand individual rules for every MITRE ATT&CK box. We also explore the shift from a "single pane of glass" to a deterministic "single lens" over federated data, why AI agents must be provisioned as true identities rather than unmonitored service accounts, and how to analyze hyper-fast threat archetypes like Anthropic's GTG 1002. Guest Socials - Nicole's Linkedin Podcast Twitter - @CloudSecPod If you want to watch videos of this LIVE STREAMED episode and past episodes - Check out our other Cloud Security Social Channels:-Cloud Security Podcast- Youtube- Cloud Security Newsletter If you are interested in AI Security, you can check out our sister podcast - AI Security PodcastQuestions asked:(00:00) Introduction & The Death of Hashes and IP Detections(02:20) Nicole Beckwith's Background (Secret Service, GE Aerospace, Kroger, Cribl)(04:30) Moving Up David Bianco's Pyramid of Pain to TTPs(06:20) Replacing the "Single Pane of Glass" with a Single Lens on Federated Data(09:40) Deciding What Logs to Pipe to a Data Lake vs. Keep in a SIEM(13:30) The Cost and Context Risks of Pointing AI Agents Directly at Unstructured Data Lakes(16:30) IAM Mistakes: Why AI Agents Must Be Provisioned as Identities, Not Service Accounts(18:40) The Biggest Blind Spot in AI Detection Engineering (Rule Writing vs. Tuning)(20:40) Why AI SOCs Break on Normalized Schemas and Need Raw Telemetry(22:20) Deconstructing the APEX Framework: Chaining, Time-Boxing, and Clustering(27:00) Detecting Anthropic's GTG 1002 Archetype and MCP Scaffolding Abuse(30:30) How to Apply the APEX Framework to Any Existing Security Stack(34:20) Empowering Analysts: Why AI Should Not Be Used to Cut SOC HeadcountResources spoken about during the interview APEX Framework
#145Josh sits down with chef, restaurateur, author, and television pioneer Rocco DiSpirito for a wide-ranging conversation about how dramatically the path of a chef has changed. Recorded at Bar Rocco, the episode begins with Josh realizing that Rocco actually judged a cooking competition he entered 25 years ago, before the two revisit their shared connection to legendary chef Gray Kunz. Rocco traces his own path from earning 50 cents an hour at a Queens pizzeria to culinary school, Europe, Lespinasse, Union Pacific, television, health and wellness, and eventually back into restaurants. Along the way, they unpack what young cooks once had to endure to gain access to culinary knowledge and whether today's chefs really need the same years of repetition and classical training now that so much information is instantly available online. Rocco and Josh also get into the realities of building a sustainable career as a chef, from why great food alone may no longer be enough to why Rocco's former business partner taught him to balance "perfecting" with "promoting." They discuss social media, chef IP, restaurant ownership, licensing and management deals, and why Rocco believes younger chefs shouldn't become overly protective of a name or trademark. Rocco shares how triathlon training transformed his approach to health and led to nine health and wellness books, names some of the cookbooks that shaped him, and gets deep into the technique behind cooking with black truffles. The conversation closes with what's ahead: more Bar Rocco, a new book blending recipes and stories, his work with CookUnity, and, above all, a desire to keep cooking. Links and resources
In IP, getting the language wrong isn't a quality issue but a legal one. James Lacey, CEO of Protect at RWS, joins our latest Cultural Intelligence Podcast episode to talk about something that rarely makes it into conversations about IP strategy: context. Not just the legal context of a jurisdiction, but the full lifecycle context of a portfolio; where every decision, every filing, every ownership update is connected to what came before and what comes next. A Chief IP Counsel James met in Taiwan put it simply: IP is too often seen as a cost centre managing legal rights. The shift is towards treating it as a value centre managing strategic assets. That reframe changes everything, including how you think about where AI fits in. The human in the loop isn't a safety net. It's the whole architecture.
In June, the most capable American AI models stopped shipping as public launches and started shipping through a government gate. Six weeks later the gate is open again — and the real fight has moved to the layer no gate can touch. A Chinese open-weight model rattled trillions out of chip stocks, Washington pivoted from gating American closed models to threatening bans on Chinese open ones, the industry mounted its largest-ever policy counter-mobilization, and an American frontier model literally broke out of its lab and hacked another company. Knee-jerk reactions, or the beginning of real AI governance? Navigation: Intro The Gate Opens The Kimi Shock The Escape The Counterstrike and the Petition Interlude — The Low-Background Books The Investor Reckoning Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Introduction Welcome to Tech Deciphered Episode 80. This one, once again, will be all about AI, government, frontier models, and open weight counterstrike. A lot has been happening in the regulation space, in cybersecurity, in the launch of new models in the past, maybe just 6–8 weeks. It’s actually pretty insane how much happened. We believe it was time to do an episode to talk about where we are and maybe where all of this is going. Maybe let’s start with a summary of where we stand, all that June and July saga, so you, our listeners, can get up to speed if you are not already there. You want to start with some points? Nuno The Gate Opens Yeah. Again, to your point, the gate swings. The gate had closed. We had to prepare an episode for the gate closing, and then the gate reopened. Now we have a different episode. This will probably change again as we’re seeing there’s news every day. Let’s start maybe with the first 19 days of the gate closing. There was an executive order on June 2nd from President Trump that asked frontier labs to share models with the government, 30 days pre-release. It inferred the protected frontier model designation into that. Basically, it was effectively a de facto licensing agreement defined by an executive order of the President as of June 2nd. On June 9th, Anthropic launched Fable 5 and the famous Mythos 5 or Mythos. I’m not sure how you actually say it in English. Then on June 12th, there was an export control directive banning access by any foreign national. Since there’s no way to verify nationality in real-time, Anthropic had to switch the models off for everyone worldwide. Bertrand On this point, you could argue that there are possibilities to check IDs. Many services let you check IDs online. You can pre-check a flight by showing your ID. There are ways, it’s just that if you don’t want to follow what’s already available, because guess what? Maybe it slowed down your revenue growth, maybe it looks bad on you or whatever. My point is that there was actually an option. I think it’s already a decision from Anthropic to say it’s either on or off, but nothing in between. Nuno I think the point is they had no way implemented of doing it. If they implemented it, to your point, it would have hampered use in general. A lot of people wouldn’t have gone through that trouble of doing it. Anyway, long story short, in June 26th, the White House apparently asked OpenAI to limit GPT-5.6, so Sol, Terra, Luna, to only 20 vetted partners. Now, apparently, the trigger for a lot of these things that have been going on was that there was a jailbreak that was found by Amazon researchers. All of that led to this jumping around of, let’s close the gates. You have foreign nationals, and therefore, Anthropic got it out and said, “Hey, then we’re going to switch the models off until we can sort this out.” OpenAI was asked also to only allow it for certain vetted partners, et cetera. The government came in, closed the gates effectively, and said, “From now on, we need to be involved in this thing.” De facto regulation, there’s no doubt that this has imposed de facto regulation, certainly on the top players in the market. But then came the reversal. Bertrand, do you want to talk about the reversal, the gate swinging the other side? Bertrand Maybe I just wanted to say that as a user of Anthropic products, ChatGPT products, for the brief moments, a few days where Fable 5 was made available to the public before it was closed the first time, I immediately started using it. I must say it was a real issue to use it because the guardrails were pretty crazy. It would keep saying that my code was not okay, there was cybersecurity risk and stuff when I was doing absolutely reasonable development with absolutely no connection whatsoever to any cybersecurity risk, attack, detection, anything. Still, it would keep blocking me, degrading me to Opus 4.8 at the time. I just want to say this was already very hardcore what they were implementing, and not just hardcore, but in some ways, plain stupid for something that’s supposed to be super smart. It was totally unable to classify properly some of my work. I must say I was already disappointed. On top of it, the costs were insane. Half a day, I would reach my limits when I had the best plan you can get from Anthropic. My point is that there were some real serious issues when they launched Fable 5, even at that point. Nuno I had a similar issue. I used Fable 5 as well before they had to take it offline or take it off. I think the issue was really not that the guardrails failed. As you said, maybe the guardrails were actually too aggressive, but it was this jailbreak that caused the recall, apparently caused this knee-jerk reaction. Bertrand But my point is that it seems that it was not working either way. It would either overclassify something that’s absolutely not doing anything wrong, and it might fail to classify something that is actively trying to do some cybersecurity work. It’s a real issue of quality for a company that’s supposed to be at the forefront of quality of AI and everything. I think for me, there are already signs that something is deeply wrong. Nuno Then it’s reversed, right? We went the other way around. The government came out on June 26th and approved redeploying Mythos 5 to US organizations defending critical infrastructure, and then the export controls were effectively lifted on June 30th. July 1st, Fable 5 came back online for all of us to use. Shocking enough, with strings attached, that were different. They had some time to revise their commercial deployment of it along the way because it came back with some, “Now you have usage credits, but you have some limits on plan use, et cetera.” I’m like, “You guys, this was blocked. But meanwhile, you did have some time to do some commercial stuff around it.” Bertrand It was crazy. I’ve never witnessed any such crappy launch of any service whatsoever in 30 years in tech, it was so bad. Every day, they would change the terms of service. They would tell you it’s part of the plan. It’s not part of the plan. It’s part of the plan for three more days, and then it’s excluded. You have a special discount now, but then it goes back to full price. It was a total nightmare. I’ve never felt myself being so much mistreated by a company. I guess you saw the same, but when I started using the newest version of Fable 5, it was even worse, actually, I think. I couldn’t do any work with this crap. I let it go and work on the work I wanted it to do. It was simply not working. On top of it, you never know how long you are supposed to lose your credit, how fast. It was burning credit like crazy. Me, personally, I can say, very quickly, I actually stopped using it. I was like, “No, I cannot deal with this shit. My main model is back to Opus 4.8. I’m going to use Fable 5 for code review, but not anymore to control anything because I cannot trust it would do the job without stopping or changing models and stuff. I just cannot trust it.” Back to Opus 4.8 as my main model, I can say that my life was much easier. I use Fable 5 as a review mechanism, as a support mechanism, but not as the main mechanism. Suddenly, the guardrails were not so horrible anymore because it was used in a much lighter way, I guess. As a pain as a user, I think it was really bad. I don’t know your experience, but me, for me, it was unacceptable. Nuno I wouldn’t say it was as bad as yours in terms of just end-user experience. I think the terms of service switching back and forth, which went one further step, because then when they then launched Opus 5, they started making comparisons between Opus 5 and Fable so that people would migrate more and more to Opus 5 themselves, which is interesting. It’s like they’re saying “This is much cheaper. This is whatever. You’re not going to run of credits. You should use Opus 5,” kind of thing effectively. To your point, I don’t think they managed well the launch. They didn’t really manage it well. We’re moving people around. A lot of people are using this for stuff that’s like daily tasks, hourly tasks, anything that relates to code and co-work. It’s like, we need to have visibility on what your terms of service are going to be. Should I be using this new model or not? What’s happening to the other model? I don’t see it as negatively as you, Bertrand, but I see your point. It was clearly mishandled in terms of how they deployed it, how they were redesigning effectively their pricing scheme and their terms of service almost on a daily basis, at a certain point in time. We’re like, “Dude, there’s millions of people using this. You guys are making a lot of money.” Just moving it as it is. At this point in time, at the scale that these guys are at, it’s calling in people to say, how about we think through a class action suit at some point around pricing? Because you guys are changing the rules of the game all the time, right? Bertrand I don’t know if I need the class action, but for me, that joke that, “Let’s not rush too fast. The model is dangerous.” But still, they rushed the launch because it’s very clear that if they had enough compute capacity and stuff, they would not have to limit so much. They would not have to put so much cost per token and all of this. You can see that actually when they launch Opus 5, literally like 2, 3 weeks after, by most benchmark at launch, they tell you basically that, “You know what? Actually, Opus 5 is better than Fable 5 on 80% of the metrics.” They’re like, “What? Seriously? You couldn’t wait 2 weeks? Why did you even launch Fable 5 in the first place?” That’s another part for me that is quite literally insane, to be frank. It’s like, “Why? Why do you make us go through so much pain if it’s only to tell us after 2 weeks to…” “This new model, by the way, has less issues, less stuff, because 2, 3 times less is part of your plan, and it’s actually better by most metrics.” It’s like, “What’s going on here? What’s going on? Are you guys mad?” I don’t know. It was crazy. Personally, I still use Opus, now 5, as my main system and platform, Fable 5 for review, code reviews and the like. I don’t want to run into its stupid guardrails. I can see Fable 5, from my perspective, seems quite a bit smarter. I don’t know why they do this stupid benchmark showing you it’s actually worse than Opus 5. I guess they should have better benchmark if they want to demonstrate why you are supposed to pay 2, 3x more for a model versus another if it’s actually worse by most benchmark. Again, I still think it’s a huge mess from a marketing perspective, customer perspective. Me as a user, I really feel that they don’t want my money, and they couldn’t care less about me. This is even before everything else we’re trying to talk about. Nuno Yes. Maybe just to close the cycle on the reversal on the door opening the other way, finally, Commerce lifted the GPT-5.6 restrictions on July 8th, and then on July 9th, general availability across ChatGPT, Codex, and the API as well. What has this proved? It proved that now we have gating mechanisms, and certainly for closed models in the US, for sure. We had frontier models that were switched off worldwide in hours, and it took a couple of days, in this case, 19 days to restore them. There were concessions. Now we know that there were concessions around effectively institutionalizing that gate. Early government access to future models is, I think, now a given, certainly in the US. New safeguard frameworks are probably now having to be put in place. There are some stage limits now on who gets access to what for new models and how it happens. This voluntary executive order, so to speak, not really sure, has become effectively regulation enforcement path. It’s de facto regulation that now has been put in place. It has affected not just to the points we were making before, the access to these models, but also who gets access to these models, and actually potentially even pricing access to the models. It has probably some commercial implications as well as we just discussed along the way. Very significant. This is very significant. This is regulation, de facto at the table, imposed on the two largest players in the market by far by one government, in this case, the US government. This is significant. Actually, you could even allege it was imposed by the President because this was coming as part of executive orders. Really incredible. Pretty significant, fast, aggressive. It has created a regime that you could say it’s a regulatory regime, it’s a de facto regulatory regime. It has some significant pricing and licensing and commercial implications. It goes even beyond your classic regulatory framework. Very, very, very significant. Bertrand I don’t know if it goes beyond a classic regulatory framework. Nuno I think it does, because it has implications on who do you give access to? When government is saying you can only give access to these players, right? Bertrand Defense industry. It’s all over the defense industry. You cannot sell an F-35 like this. Nuno No, but that has commercial implications, Bertrand. That’s like you’re saying these are your customers, you go and use them. Bertrand That’s the defense industry. You cannot sell to Iran your F-35. No, that’s exactly the same story for me. Nuno No, no, no. It’s beyond that. These guys are saying when they came back, and they said, “For Mythos, you can make them available to these entities,” they were saying the first entities that are going to have access to the model. It has commercial regulatory implications. You’re saying these players are the first players that are going to have access to it. It’s no longer just defense concerns and these governments don’t have access to this. No, no, no. You’re saying to a company that is a private company, your models are only going to be used by these guys because I’m telling you so. It’s the other way around. It’s not even that you can’t sell it to Iran or whatever. It’s like you can only sell it to these guys. Bertrand Again, in the defense industry, if you’re a private company, do you think you can buy F-35 like this? No. Nuno No, no, no. But this is a private company, Bertrand. This is not a defense agency and a plane that is on whatever, with IP from the US, right? Bertrand Boeing is a private company, and they cannot sell the military equipment they manufacture. Nuno No, no, no. But the development of their IP was subsidized by agencies that belong to the US, right? That’s a different matter. It’s a matter of IP, right? This is not, right? Anthropic, their models are not owned by the US government. There’s no IP granted to the US government, to my knowledge. This has significant commercial implications. Bertrand Maybe, yes. Maybe on this. But I think there are already regimes to limit who you can sell to, and that’s decided by the state or the DOD. Nuno It’s the export control logic. The export control logic? Bertrand You have export control, and export control is Commerce. My point is that they are using existing tools, part of the government, to limit what can be sold. Selling chips, NVIDIA was limited in terms of where it could sell its chips. It’s not different either, but still there were limitations. If you are an ASML, you cannot sell to a private company in China. Many private companies cannot buy ASML products. This is a foreign company. This is a foreign company under pressure from US government. Nuno I understand, and I’m not a lawyer, but it feels different to me when you say you cannot export, this is export controls, to these countries, to these entities, et cetera, because they’re foreign et cetera. Then to say, “No, no, no. On top of that, these guys get first access.” That’s, for me, a significant shift. Again, I’m not a lawyer, so I’m sure there’s very intelligent people right now looking at this stuff and saying, “You can’t do this stuff, or not, or they can.” I don’t know. But it feels to me, it goes beyond the remit of export controls. It’s like you’re defining initial clients for specific use. Bertrand My impression is more like, “We can do this situation where we’re going to forbid you to give access to anyone outside the US or even in the US or limit even more.” Basically, it was, I guess, some gesture to go beyond that. That’s how they probably defined these 20 authorized companies. I don’t know. Apparently, there was also restrictions because I remember seeing that Anthropic had their own list of companies they would authorize access to Mythos early on. That’s apparently another thing that pissed off state government because there were companies in there that were considered close to the Chinese government. They were extremely unhappy that Anthropic didn’t ask, actually, for any guidance from the state government, but used basically their own perspective on who they should allow or not. I guess that was also part of why they got these serious restrictions. Nuno Anyway, now we have a regulatory environment that’s very interesting and exciting. Talk about the US not regulating. Bertrand To be clear, I don’t know you, but I’m not saying that I agree with any of this, to be very clear. I’m trying to explain and share some perspective, but I’m not in agreement on a lot of this. Nuno Yes, we were just describing what happened to the best of our knowledge. We’re having a discussion on what we think actually is happening and how it’s happening. We’re not really right now saying we agree or disagree with this. I think later in the episode, we can share some perspectives on what we think is actually happening and how there’s dimensions to this which are very geopolitical and very complex, which quite literally probably only God knows what’s going to happen. That was the gate swinging. There was a gate closing, then there was a gate reopening, and all of a sudden we have a gatekeeping system that has been created along the way. The Kimi Shock Along the way, moving to our Act 2, the world has changed, and we now have so-called open-source plays out there that are creating massive, massive shifts in the market. The Chinese models, in particular, with Moonshot AI launching Kimi K3, which is the largest open-weight model ever released. We’ll come back to the discussion around open-weights. I’m not sure all our listeners understand what that means, because there’s a debate now, should models be open weight or not, and how does that work? There’s been a petition as well signed along the way. Right now, we have open weight models that are out there that are huge. What that actually means very pragmatically is we now have open source models, lack of a better word. I know open weight and open source are not the same thing. You guys will have to bear with us during this episode. We’ll explain at some point the differences. But we have models out there that are open source that are significant. That are catching up with the closed source models, with the models by OpenAI, Anthropic. That’s significant because most of those models are Chinese. This is where the geopolitics starts getting really frazzling and we start playing 3D chess. Because everyone’s like, “These models are 5, 6 months behind.” Now people are saying, “Maybe they’re actually just 3 months behind, 2, 3 months behind.” If we, for example, decided to stop or slow down our model releases in the US by the closed source guys who are leading, it might mean they’ll catch up. What are the implications of that? Again, for you and I that are not necessarily experts in model development, well, the implications as a use case is if you want to use the latest models, and the best models start becoming these open source models, you’re going to use those models. Then you start using Chinese models. If you’re an American company, maybe you’ll have restrictions on the use of those Chinese models. But if you’re a European company, you probably won’t. What happens after that? Is the world going to be in the hand of Chinese models? Will that constitute effective competition to the closed models in the US? Will we have open models in the US that will scale as well? What’s going to happen? Bertrand I think it’s a really big question. It goes to some of the core of the issue. It’s that ability of Chinese models to basically challenge frontier models, not just being 6, 12 months late, but being 6 weeks late. Basically, no gap. Some will say that, yes, but OpenAI and Anthropic have even better models that are not shared and stuff. Yes, sure. But maybe the Chinese have the same models that they are not sharing right now. We don’t know. What is clear is that one is that open weight, as you said, two, there is a question of how it is marketed in the sense of, can anyone use these weights? Is there a license to use them? Yes, what we can see is that, for instance, typically there is a license for some of the biggest Chinese open-weight models you have to abide with. You might have a need for a commercial license if you are acting as a company leveraging this model to provide AI-informed services. If you use it internally by yourself, you’re okay. If you use it internally for your own internal company needs, maybe you are okay if it’s not your main business to do AI work. Anything else, a much bigger corporate providing AI services and stuff, you will probably end up having to pay a fee to be able to provide services around this model. My point is that it’s not just 100% free. Some of the Chinese models are 100% free to use, MIT license, Apache 2.0 license. But the biggest ones with the biggest weight that are truly frontier typically have a different license if you want to scale these models, providing AI in front. That’s one thing to keep in mind. Nuno Maybe just to make a very quick point, because people are like, when you talk about open models, what does it mean right now? In the context of this episode, open models mostly will mean open-weight models. How do those differ from open source? Open weight means that you release the weights to the public, which means that anyone can download, fine-tune, and run the model on their own hardware. It doesn’t normally mean that you also have access to training data, training code, or a truly open license. That’s the distinction to open source. Open-weight doesn’t mean that. For example, we’ve talked about Meta’s Llama in the past, and we also discussed in the past that their license agreement does have restrictions, certain players can’t use it, et cetera. The open model definition and open weights are really open-weight models that we’re talking about here, and they are closer to freeware binaries than to Linux, for those who understand the difference between that. It’s binaries that you can use and then use your own weights on it versus actually I can change code on it. I’m not going to be able to change code on this. When we, for the purposes of this episode, talk about open, we mention open weight, just to clarify that point to everyone that’s listening right now. Bertrand Yes, that’s a great point. One of the only players, as far as I know, who is truly open source is actually NVIDIA with their Nemotron-3 models. They’re actually following a special license to achieve that. They provide you the data, they provide you all the processes and tools, so you can easily post-train. NVIDIA is a big, big exception. It’s a very interesting player, by the way. We might not talk much about it in this episode, but I think for intermediate-size models built in the US, where you have access to everything in the deployment, it’s a very interesting alternative and maybe one of the best choices if you are a US company or a big corporate, and you want something trusted. Another piece of the puzzle to clarify is that when you use open-weight, it means that you can run them by yourself, or you can use a US provider to run them. If we are talking about Chinese open-weight, you can use the APIs they provide, but then the service is running in China, they might have access to your data. But because it’s open weight, if you run it by yourself or if you use a third-party provider based in the US to run it, then there is no access to your data by China or Chinese players. I think that’s a pretty important gap to understand. It means that these models are actually very, very low risk from that perspective if you run them on your premises or in the US by a US player. I think that’s something to keep in mind. You can also fine-tune easily these models to make sure they will behave in a way that, for instance, is not going to represent the line of the Communist Party on some topics. There are ways to make these models more neutral in their output as well. There are a lot of ways to make good use of them. By default, they’re already very safe, but you can make them even more safe. I think that’s some things to keep in mind. But again, it depends ultimately on the license and what you’re authorized to do and some fees you might end up having to pay. Nuno Why did this matter so much? Immediately there was a reaction from the market because people are like, well, if there’s much better stuff out there that’s much more efficient than it’s open, then it might be that all the demand that we are taking into account, for example, for chipsets actually isn’t real. The Philadelphia Semiconductor Index fell into bear market territory. It went down by as much as 20% plus from the late June peak. The worst chip week since April 2025. Taiwan’s benchmark initially fell 6% plus, Japan’s 4%, TSMC dropped dramatically despite beating earnings and rising guidance. Basically, a huge amount of effect. Now, there’s a little bit the aftermath of this where apparently Moonshot ran out of GPU capacity. Maybe… Bertrand In just 48 hours. Nuno In 48 hours. Great for them, but at the same time, not great in the sense that maybe there was a misread by Wall Street of the Kimi effect, so to speak. Bertrand Completely. For me, that’s such a joke. It’s like, because you have an open source model, so what? I mean, you still need to run it. This is not a small one. 2.8 trillion parameters. Good luck running that in your garage, by the way. Nuno They misread supply, basically. Tough luck, right? All of that basically happens. Bertrand Maybe you want to talk about the Jevons paradox, because I think that’s a big part of the puzzle as well. Its one is they might not have the GPUs to run the inference on the model. They might have enough to build a model, but not enough these days to run inference, especially given how much with intelligent models, thinking models, you need way more inference than before. But on top of it, the cheaper you make it, the more you get to the Jevons paradox. Nuno Yes, Jevons paradox, for those who don’t know, is an economic term. It describes an economic phenomenon where technological improvements that increase the efficiency of a resource lead to an increase rather than a decrease in the total consumption of that resource. What that means is, for example, for chipsets, chipsets become so much better, and they are so much more efficient. You’re like, well, maybe normally in resource terms, that leads to decreased usage of that resource. But in this case, it actually leads to an increased use of that resource rather than a decrease. There’s more and more consumption of that resource. You need more and more chipsets because people actually need to do more and more stuff with it, although there are great efficiencies going into it. There’s the efficiency gain, there’s the cost reduction, and there’s the price-elasticity element to it. But basically, the adoption just continues going through the roof along the way. Bertrand In some ways, it’s like the price of energy. Coal went cheaper and cheaper, and people were asking the same question 150 years ago, now that it gets cheaper, there is not much money. No, no. Actually, what happens is that people find more and more use for coal. Homes are getting heated more. You have ships now using coal. You have manufacturing using coal. The cheaper it gets, the more use case you can develop, and therefore, you don’t need less of the stuff, you need more of the stuff. By going at scale to get more of the stuff, you also decrease price, making even more demand. It’s a very interesting phenomenon, but it’s not new. It is what happened for a while in the energy sector and some other sectors. Nuno We already started talking about the Chinese logic and what’s happening. Getting a little bit of a reality check on this. The Chinese models, and these are numbers from Open Router in July, Chinese models are at 46.4% of routed tokens and 35.7% for US origin. Again, more than a third of global AI usage now seems to be running on Chinese open models. This is significant, and it has a huge impact on the geopolitical scale of everything that’s happening. Also, the whole Chinese field is converging on open. Open seems to be a strategy, not just a nice thing that’s happening. It seems to be a Chinese strategy, so much so that you have players like Moonshot, DeepSeek, our old friends DeepSeek, Z.ai’s GLM 5.2, Minimax, and even Alibaba seems to be reversing and going open with Qwen. It feels to me this is becoming policy as well. Xi Jinping has personally endorsed the building of open-source AI, if it’s really open source, if it’s just open weight anyway, and this feels to be a jab at Washington, DC and the fact that the big closed models are coming from the US. This is now geopolitical 4D chess, right? We didn’t need this stuff. Bertrand To be clear, it’s the usual in tech. If you are not number one, you are number two, number three, your alternative is to go open source because that’s another angle that your competitor usually cannot follow without destroying its own business model. That has been the alternative for the past 20 years of most software projects. Here, what’s different is that it’s not the number one or number two player. It’s the US number one as a country, China number two as a country. That’s where it’s new. For me, what’s very interesting is the endorsement by Xi Jinping. I was waiting for something official, and it certainly didn’t disappoint. As you said, there was an immediate U-turn of Alibaba, who in the past… Nuno Surprisingly. Bertrand Yes, a little more like, “yes, we are going to close and stop open source. It was good while it lasted.” Just a few days ago, Qwen 3.8 Max was launched, and we are supposed to get the weight in a few days. We talk about the US administration policy and stuff. Yes, let’s not forget that in China there is similar stuff. Sometimes it’s totally invisible because you don’t see the directives, but they exist as much. Sometimes it’s more visible. Here it was quite visible. The difference in China is that if you don’t abide by the directive, on top of it, you might have to fear for your personal safety. It’s a different game, and that’s probably why the reaction is pretty quick, usually. That’s pretty interesting for me because it means that now you can bet for a while that China is going to play that game up to a point. I guess the point is if it’s truly frontier scale, you will have a special license that, yes, technically the weights are open, but you can not do everything you want with it. Two, you have a player like NVIDIA that I think will feel more pressure to provide even more high quality, larger models at scale going forward. Their largest Nemotron-3 Ultra model was, if I remember well, only around 500 billion parameters. I would not be surprised for NVIDIA to go into the two, three trillion range at some point. Because I think the US need a very clear US-born alternative open source. I think NVIDIA might be the best player for that. We will see if Meta goes back to open source. I think NVIDIA is one, very well positioned, but two, it’s also in their best interest. Because NVIDIA for now depends on just a few big hyperscalers as clients. If they can expand their clients to every S&P 500 companies, selling them directly hardware because now these companies can run a model made by NVIDIA, I think there is a very clear value proposition for NVIDIA to go in that space. Again, if you are number two, your differentiation, open source is often the answer. There is a true business as a business model for companies, because if it’s truly not just open weight, but open source, you can tweak it as much as you want, you can change it, you can change even the pre-training process. Because there is a lot of stuff you can do that really benefits you as a corporate, and you can reach a much better value by having more control on the model. Nuno We won’t spend a ton of time on it today, but like, again, if there’s a view that we are in a bubble, that the valuations cannot be sustained in chipsets, infrastructure platforms, applied AI, et cetera, today, this might be that beginning, where the valuations start being destroyed because you can’t keep a premium on just charging people for tokens and all that stuff if you have models that become more and more efficient and cheaper to use. Maybe just to close a little bit the geopolitical part of the discussion today, we won’t go into all the announcements from China because there were many, a lot of go back and forth with Alibaba by then. Xi Jinping made some announcements. You guys can check it online. Let’s move quickly to Washington’s reaction, which was from gating the US closed models to banning the Chinese open ones. There’s been as strong affirmations as one can get from the Office of Science and Technology Policy Director, Michael Kratzios, mentioning that they have information that Moonshot AI distilled Anthropic’s Fable. Basically, there’s been reverse engineering and stuff in the market. They’re basically copying. Bertrand I’m sorry to interrupt, but it feels like so much bullshit. It’s coming from Anthropic who has basically gotten access at scale to all the knowledge made by humanity, copyrighted or not. We’ll talk more about what they did with books. Then to claim after that that others cannot do to you what you did to everybody else. For me, it’s pretty big. It’s clearly unacceptable. The other piece is that everyone is doing distillation. It’s a very typical approach of every business model. You try other software when you are competing with somebody else. You try other datasets, you check what’s happening. It’s part of doing business for decades. Suddenly it’s not good for Anthropic. I personally have a lot of trouble to accept that. I think it’s totally unacceptable. The other piece of the puzzle will also go back. If these guys are so smart, if these guys have so much of the best model, why can’t they block by themselves distillation at scale? The only answer is that either they are morons, probably not, or they simply don’t want to because it’s going towards their business model. Suddenly, you book less revenues and stuff, or you put more friction, and therefore your customers don’t like it. Instead of doing it yourself, you ask the government to protect you, go out of business practice that is very typical. For me, it’s really, really, really not good. Sorry, we are going more in the opinion side, but I had to put that on the table. Nuno Yes, Fable went public finally again on July first. Question marks on whether distillation would only be possible from July first onwards or not. But a 15-day distillation to frontier, which is K3, launched on July 15th, would have been a Guinness World Record, as one of Moonshot employees actually mentioned. It’s very implausible and unlikely. Bertrand Or they shared the Mythos 5 with the wrong companies, who themselves shared with Chinese companies. We go back to maybe they didn’t have a good list. Again, it goes back to maybe they didn’t want to hurt their business model. Nuno Anyway, under the threat of sanctions, Moonshot, in any case, open-sourced the full K3 weights and technical reports. They open weighted it to become the largest open weight model in the world in terms of parameters. Beijing’s MOFCOM brands US threats as basically the US wanting to fundamentally control and be monopolistic around AI along the way. The administration bans Chinese hardware with an eye on the AI race, and Beijing warns of retaliation. That was July 27. Now we’re in a war between Beijing and DC. Bertrand Just to finish maybe on China, it’s important to know that they are building their own GPUs now. Huawei has pretty good, not to NVIDIA level, but pretty decent GPU hardware that they’re able to manufacture by themselves. A Chinese player of memory just got IPO’d a few days ago, CXMT. China is also developing their own memory. Again, not to the same level of quality that you can get from the West. But China is moving. It’s not just that they are building great models, it’s also that they are building GPUs and memory. That might be a few years late to the latest standards in the West, but there are definitely improvements. I also read, even on the tools to make manufacturing like ASML equivalent, there is definitely some work going on, and some improvements and some stuff will be visible. In some ways, the genie starts to get out of the bottle from the Chinese perspective. Nuno I’ll put a stick on the ground. I don’t think it’s a matter of if, it’s a matter of when will China surpass and have a lot of this tooling on their own side, and not just the software layer, not just the frontier models. I think it’s also going to be around infrastructure and platform. Good luck to everyone. Let’s see how the race continues. But it’s definitely this is a geopolitical thing right now. It’s definitely a race. The Escape Maybe moving to what happened in just 2 weeks or a week and a half. The escape, there was some jailbreaking going on, and the narrative on safety has totally switched. It’s not still significant enough that’s like, “Oh, we saw a nuclear plant going, whatever.” No. But still, it is significant. Hugging Face, the AI company, disclosed an intrusion, and it was driven end-to-end by an autonomous AI agent system at machine speed, running for days before detection. Now, this is where it gets really cool. OpenAI takes attribution on that. They initially said it was just a little bit, sorry. Then they said, actually, it was worse than that. “Oh, it broke out of an isolated sandbox.” “Oh, no, actually, it was more than that, and it went into other systems as well.” Bertrand Truly, the genie out of the bottle. Nuno No, but this is where it gets really cool, Bertrand, right? Because it actually, Hugging Face contained the intrusion by running a Chinese open-weight model, GLM 5.2. This is beautiful, right? Bertrand Yes. You know why? Because they couldn’t even run their own defense because both Anthropic and OpenAI would not let them access their latest models with the guardrails off. When they tried using it for defense, the latest from Anthropic, from ChatGPT, they would tell them, “No, this is too dangerous what you’re asking us to do.” Preventing an intrusion, helping defend you. No way we are going to do that. Nuno No. Let’s use the Chinese models on our infrastructure. Bertrand We have no choice but to use the Chinese models to run. More than that, we don’t let you use our models to defend yourself, but our not yet released models that run without guardrails, they can attack you. This is probably the most insane from that perspective. Nuno The Chinese models came to the rescue. Bertrand For me, that’s a perfect example because Hugging Face is a very visible company in AI in open source. But anybody who is not at that scale is not going to get some support from OpenAI or Anthropic when this happens. Maybe these guys won’t even recognize they did anything wrong. You will be left to defend by yourself because they won’t accept to support you. Because remember, if you want the better model that is able to defend you from cybersecurity perspective, no way. If you are not one of the few top 20 companies or so, as defined, you are left defenseless. Again, we are going back to opinion, but for me, it’s so shocking what’s happening right now. I’m very glad we have alternative open source to be able to defend ourselves because right now, good luck getting defense services if you are a smaller business and individuals, and you need support from Anthropic, OpenAI. Nuno Now, even self-described AI optimists are saying, “This is scary now.” Like Walter Isaacson, who wrote all the famous biography books. There’s now discussion around the AI Kill Switch Act, bipartisan thing that’s coming across from Texas and California, a potential bill that’s coming in. We’ll see if that works. Now let’s get an off-switch. I’m like, “Cool.” As if that’s going to solve the problem, because you have open-weight models on the other side catching up, right? Bertrand Yeah, sure. Bring in clueless politicians from Congress to solve our problems. Yes, sure. Nuno Anthropic came to the table, helped build and said they built some regulatory machine on their side, and now they’re getting bitten by it, and they’re part of the offending players in that market. Now there’s all this debate and all this discussion around open weight and around slowing down AI and et cetera, which is our next section. You wanted to say something, Bertrand. Tell us. Bertrand Don’t forget, because this advertisement for OpenAI was just too good. Our AI attacked some other companies, and not just one, but three, actually. Let’s not forget the progress. Great ads. Then I came and said, “You know what? AI also hacked businesses.” You’re not the only one hacking around with a crazy AI out of control. You’re not the only one. We want our advertising. For me, it was shocking that on one side, unreleased models that you let run wild. On the other hand, you have released models that you put crazy guardrails on top of it, so the defender are defenseless. I’ve never seen anything like it, and I really hope that there will be as little regulation as possible, quite frankly, to make sure anyone can defend themselves and have the best tool at their disposal, not just a few well-connected big corporates. This is really, really shocking. The Counterstrike and the Petition Nuno Now the empire strikes back, so this is counterstrike, the petitions. In several days, we have now a bunch of petitions. The first one was the open weights letter. Bertrand, do you want to explain to us what the open weights letter is? Bertrand Yeah. I think it was great. This was released by Jensen Huang, first ever post on X, 11 million views. Congrats, Jensen. Co-signed with Microsoft, Meta, c actually was probably the initiator of this letter. Very good letter saying, “Hey, we need open weight. This is not a joke. We need that. You cannot block open weight.” Because that’s the rumor we are getting that potentially open weight could get blocked. I think they are making the case, “You know what? Hey, we absolutely need that as an alternative. You cannot block it.” They can keep their closed models, but don’t force a closure of the open weight models. As I said before, it’s actually a great model for NVIDIA because NVIDIA doesn’t want, probably rightfully so, to be dependent on just a few frontier models, their best customers. They want a variety of customers. They have a big interest actually to defend open weight and to invest even more. They have great researchers, are a great company. If one company is about to do really kick-ass work, I think it’s them. They are defending. What’s great is that it’s not just them. It’s basically most of big tech in the US and outside the US, from a Linux Foundation to a Microsoft, the Palantir, an IBM, a Dell. It’s a who’s who of the industry except Anthropic. Anthropic didn’t sign that. I guess they hate open source so much. If I look at 20 years ago, it feels like Microsoft, after all, was very kind to open source. You remember what was said by Microsoft at the time. It’s clear there is one company against open source. OpenAI signed the letter. Honestly, I don’t know what to think. Do they really believe in it or was it just a way to show that they are not like Anthropic? I don’t know. But for the rest, I think it’s genuine because it’s actually in their best interest. I hope they will be heard. Then a second letter came, the Open Secure AI Alliance, NVIDIA-led and again, the big tech companies from Microsoft, IBM, Palo Alto Networks, Databricks, Palantir, all those, but not present, OpenAI, Anthropic, and Google. Here it’s to say, “Hey, we need a secure approach to AI. Open should be part of the equation.” guess what? The worst AI-caused security incident to date was actually caused by closed frontier models that were not even available to the public. While again, not providing you access to even the latest closed model for cybersecurity use case. Nuno I would highlight the NVIDIA open source NOOA framework, Apache 2.0 licensing agreement, Microsoft contributed the MDASH, SpaceX AI contributed Grok Build. Cool stuff. There’s some cool stuff happening around that. This is more than a letter. This is an alliance. Apparently, they’re contributing all this stuff, we’ll see. Yeah, cool stuff. Same day. Same day, Amodei has an answer, right? Bertrand Yeah, same day. They say, “We never advocated for a ban,” which, again, opinion on my side is entirely bullshit. This guy has been crying wolf against everybody else, and especially against open source. You can see him doing testimony in Congress against open source. I think they are doing everything they can behind the scene to block open source in the US or in the world if they could. I think, yeah, obscurity is not good safety. I’m a big fan of open source in general, and I’m also a big fan in AI. I think it’s now Anthropic, mostly against the rest of the world. I think OpenAI is mostly on their side, to be frank. They don’t want to acknowledge it so much, but they have shared interest, and they have shared probably position. Nuno Why would you? I don’t feel as strongly as you because I think Anthropic is a private company, right? The same thing with OpenAI. OpenAI, you could say it’s a nonprofit that has a for-profit. There’s still that complexity in there. Bertrand No, they can do what they want with their own product. But to block others is where I’m not okay. That’s the part I’m not okay. Nuno What Dario Amodei is proposing is more enforcement, right? He’s basically saying you need to do even tighter controls on advanced chips flowing to authoritarian states, enforcement against industrial-scale distillation, whatever that means, right? Bertrand Yeah, which he could do, but all by himself. He doesn’t need the government to do that. Nuno Mandatory safety testing for all sufficiently capable AI, open and closed, right? He’s basically saying, “Okay, I don’t agree with the open weight stuff effectively,” right? He’s just putting it under a different banner. “I agree with this extra regulation.” then obviously, David Sacks responded and say, “Hey, it’s like, bans don’t work for weights. Why do they work for chips?” It’s like, magically, chips are more controllable and bannable. Whatever that is. Then our friend Mark Zuckerberg, just to be clear, goes on the other side as well, because he also has to have a view. He has to have a view that is the rebuttal of both of the other guys. Bertrand I feel he’s a bit flip-flopping because he was very pro open source 2 years ago, and the latest Meta models went closed source. Now I think he’s back open source. I don’t think he has a very strong spine on the topic, but it’s good to see that he’s not a doomer. That for me is great. He’s showing how AI can be a source for progress, a source for entrepreneurship, source for freedom. I think that’s very exciting to hear that. We need to hear more of it. By the way, that’s not what you hear in China, for instance. AI is very positive in China. It’s in the US with the doomers that you hear this discourse, and people get worried as a result. I’m glad that he was pushing for a more positive vision and for support of open weight, open source initiatives. But let’s see what they really truly open weight going forward. Nuno But that’s been his position because I guess he’s standing behind. He thinks open weight is going to be the best way to compete, right? Bertrand Yeah, but he closed his latest model, so let’s see. Nuno Yeah, so it’s flip-flopping, as you’re saying. Then we see the latest petition from last week. Bertrand The true Empire striking back. Nuno Yeah, the true Empire striking back as of late last week. Maybe this is Return of the Jedi, where we discover the father, “I’m your father, Luke.” That’s the pacing petition. The pacing petition is we need to pace AI. There you have initially employees from OpenAI and Anthropic that circulate this petition. Actually, Dario did sign this petition originally. It wasn’t signed originally by Anthropic, but by him. But you’ve heard that now Anthropic and OpenAI as companies have also signed this petition, right? Bertrand I think they have signed as companies now. It started mostly by Anthropic researchers with some OpenAI researcher and a tiny part from other companies. But it was mostly Anthropic internally led, at least potentially internally. Maybe it was controlled by Anthropic all along, I don’t know. But it started officially as Anthropic employee-led letter. Nuno What does this letter actually say? Is Anthropic and OpenAI, are they willing to slow down themselves? Or are they asking President Trump to go around the world and tell President Xi that he needs to slow down and ask his guys to slow down? What’s the play of this letter? Bertrand It’s crazy, but for me if you want to slow down yourself. Do whatever you want. Don’t force others. Don’t use the power of the government to control others. Of course, it’s easy to push others to slow down when you are yourself at the very top. You have most money, most resource. You know you are going to win any regulatory framework because that’s how it works with this type of framework. It’s purely self-interested. You are probably not thinking well about these topics. If you truly think it’s a good idea, from a personal perspective, you are well instrumentalized if you sign this sort of stuff, because at the end of the day, they would be the winners. I certainly, personally, don’t want a company dictate what is my future in AI as an individual, as a business person. I don’t want them to control me. I want competition. I don’t want them to unfairly control AI because they managed to do some regulatory capture. I feel that’s exactly their game plan. These guys believe in their stuff, and they want the regulator to end up being the one deciding for us. Sorry, we go back again on the opinion piece, but it’s tough not to share an opinion on this topic because it’s, from my perspective, very scary. Nuno I think this is a push to further regulation, not less. All these letters and alliances, this is definitely a push for more regulation. In that environment, just to be very honest with you, we’ll talk about the investor impact in just a bit, et cetera. But in that environment, again, China has a huge advantage. In that environment, if it’s all captured in regulation capture so soon in this battle where OpenAI and Anthropic have an advantage in the US, et cetera, I’m like, what happens to all the other frontier labs and all the other players that are coming around? Bertrand What’s crazy is to even think that, yeah, maybe you can regulate capture in the US. But then how do you do that to Europe? How do you do that to China? Europe probably will always welcome regulatory capture because they love regulations. But China is going to build to their advantage to the max. They are not crazy. They are smart on that perspective, they won’t accept this type of, quite frankly, dimwit argument, or you can call it regulatory capture. We’ll see. But for me, this makes no sense from a global competition perspective. This can make some sense from capturing the revenue in the US market. But then that means you are going to destroy the US AI environment compared to China. That is not acceptable. That also means that you are going to destroy our freedom as individuals, as business owners to develop and live in a business world that ultimately is controlled by one or two business companies that didn’t win the marketplace through their own business success, but won it through regulations. That for me is really not acceptable. Interlude — The Low-Background Books Nuno Now, maybe for an interlude, and we have to cue in the music, imagine like Severance music, like hallway or a bit of a palate cleanser from all the policy stuff that we’ve been talking about, all this policy heaviness. Let’s move to another kind of heaviness, one of your favorite topics, which you, Bertrand, discovered, I had no clue this was going on, around books and around Anthropic. Bertrand It’s so horrible. From a company that keeps presenting themselves as the adults in the room, the careful ones, the ones that know better than you about what to do in this complex AI and dangerous world. What we discover is that actually all along, they were buying and destroying books. They will buy books, scan them, destroy them, all of them. They will do that with any books, including rare books. Of course, this was not supposed to come to the public’s attention. This was one of these top secret projects, but obviously it came out. Yes, they were scanning books, millions of them, including rare books, and they didn’t care about destroying them at the end of the process. Because from a regulatory perspective, if you destroy the books, it’s not considered a copyright infringement, apparently. This is coming on the back of some judgment a few years ago that were showing that it’s okay for you as a corporate to scan and use the result if you don’t keep a copy of the book. It’s one of these crazy regulations happening based on a single judgment that push you to do. For me, it’s like, you know this book from decades ago, Fahrenheit 471? We’re talking about book burning. It’s book destroying, crunching. It’s so shocking. Nuno There are two things, right? First, the legal strategy, which is what you’re saying, because by purchasing a physical copy and converting it into one private digital copy and discarding the original, Anthropic pursued this cleaner legal argument for fair use copyright compliance. As you said, there was a federal judgment at some point on this. The other reason is actually operational. If you disassemble the book, and you feed loose pages, it’s much faster to scan books. You are destroying the book effectively anyway operationally. I think to your point, probably this came from a legal standpoint, not just the operational one. But even from an operational standpoint, it does make sense that they would have disassembled the book. Bertrand But some people have shown you can go very fast without destroying the book. It’s really not so critical. Two, you could make an exception if the book is rare. For that 1% of book that is rare, I’m not going to have this approach. I’m going to have another approach. But for that, you will have to care about books and not just care about building AI. Nuno This is the episode, as you guys have heard by now, that we’re trying to spit stuff at Anthropic. Bertrand To go back this is the same company saying, “Hey, guys, it’s bad to distillate my work. I’m the one scanning book at scale without asking author permission, without asking publisher permission, to be clear.” Nuno But just to be clear, Bertrand, we’re pissed off at everyone. We’re pissed off at Anthropic, we’re pissed of at OpenAI as well, right? We’re just pissed off in general at this moment. Bertrand At this stage for me, the more clear-cut company that is in the wrong is, from my perspective, at least, is Anthropic. OpenAI might be a fast follower, but I will say so far, they tried to be a bit more. Nuno But at this pace, Bertrand, who knows? Maybe next week we’ll be more pissed off at OpenAI. Something will come out. This episode is a mix of tragicomedy, like a Greek tragedy with some comedy in the middle or the other way around. It’s a slapstick thing that will end up in tragedy. I’m not sure. The Investor Reckoning Anyway, maybe switching to our final act, which is the investor perspective. What does this mean for investors like ourselves? There’s a lot of things going on. There’s the debate around the IPOs of Anthropic and OpenAI, which now, with all this uncertainty, might be under significant weight. There’s a lot of other discussions that we browsed through that there’s potential IPOs going forward on companies like the Moonshot AI company actually IPO-ing in the next 6 months as well. It’s very unclear what the IPO landscape looks like. Bertrand There’s been a lot of Chinese IPOs, actually, when you look at what’s happened in the past few months. Nuno Anthropic, OpenAI as potential IPOs, there’s all this question marks now. When will that happen? How will it factor in? All that’s happening around regulation as regulation is moving at the speed of light, which is for once something that’s very different than what we’ve seen before. There’s obviously SpaceX AI, which is already taking into account that price. It’s already a public company in there, and it’s under SpaceX, which is now a public company. Obviously, that’s already being factored in some ways. Bertrand Yeah. SpaceX AI has been very smart to acquire Cursor. It was a very smart move because Cursor is one of the leading companies in terms of automated code source development with AI. They had great models on their own. They’re bringing development data to SpaceX AI Grok. I think it was a great move. Nuno We have now people like Google delaying Gemini 3.5 Pro in terms of launch window. There’s stuff actually happening in the market where things are taking their own path. There’s uncertainty commercially, there’s uncertainty at regulation level. You have new players that have come out of nowhere that are making all these waves like Moonshot. We have all these… We had calculated probably a month and a half, 2 months ago, there had been 67 new frontier labs funded. All of these, we haven’t seen any much coming out of them. When some of this stuff starts coming out, will that also create disruptions in this market? Who knows? Bertrand Look at Thinking Machines, for instance. Thinking Machines led by the previous CTO of OpenAI, they released some pretty interesting open source models, actually. Very good quality for a first launch. Now it looks funny to say, but nearly on par with the top Chinese open source models. Nuno We have several investments in the space. humans& has made some recent announcements, which is quite interesting as well. We’ll see what actually happens in the market, but even more disruption probably will come in actual products in a form of product and commercial, on top of all the geopolitical mess that we discussed through the entire episode. If you’re an investor, how the hell do you underwrite an investment right now in early stage, mid-stage, late stage, et cetera? I think my answer is very carefully is how you underwrite it. Bertrand On your advice of being very careful to underwrite it, let’s not forget what happened to our boy wonder, Leopold Aschenbrenner of Situational Awareness. I guess he didn’t listen to you in terms of being careful because part of the instability in the stock market was actually coming from his hedge fund. These guys were leveraged 3, 4x going after the hottest of the hottest AI stocks, and margin calls, and all their public investment is gone just to answer their margin calls. I think it’s clear that the AI bet is… Personally, I’m very excited, and I think it’s the future, and you need to spend time and think about and invest in it. At the same time, it’s a bet that is not an easy one to follow. We go from GPUs to memories to equipments to power generation. All of this is not transitioning in an easy, organized manner. It would be boom and bust going there. He’s probably one of the first big-scale fatalities. The other big-scale fatality was the stock market in Korea, plunging 40% in a month. Definitely, all of that we discussed about was, on the background, you had the stock market going up and down pretty crazily the past few weeks. Nuno Everyone’s being affected. Everyone, you have your 401(k), you have your pension fund dependent on these equity stocks. Everyone’s seeing the effects of this volatility right now very aggressively. We do wish Leopold… Hopefully he’s on honeymoon right now because he got married, I think, this weekend. Hopefully there will be… Bertrand To none less than an Anthropic Chief of Staff. Nuno His wife is the Chief of Staff of Dario, is that it? Bertrand To Dario, yes, as far as I unders
Live from Gamescom at the Xsolla Clubhouse in Cologne, Alexandra Takei, VP of Platform Revenue & Gaming at Medal and General Intuition, sits down with Ben Kvalo, Founder and CEO of Midwest Games, to unpack what she calls "new age publishing." With traditional deals no longer the only game in town, Ben explains why he built Midwest Games to run two publishing models under one roof: a classic invest-and-revenue-share arm, and "Shadow Publishing," a for-hire services model that lets developers keep their IP and revenue entirely.Drawing on his background at 2K, Blizzard, and Netflix, Ben breaks down why he chose to root the company in the Midwest rather than a traditional hub, how studios actually choose between the two publishing tracks, and why investors like Prevail, Kun Gao (Crunchyroll), and Mitchell Patterson (Wolfjaw) bet on a hybrid publisher in a moment when capital is fleeing games for AI (and how it completely reversed from the VC financing era in 2021 where VC's wouldn't touch publishers). The conversation gets concrete with real portfolio examples plus Ben's take on discoverability, sourcing enough quality titles to publish something every month, and how AI is reshaping both developer costs and his own underwriting.The episode closes with Ben's outlook on where publishing goes next.We'd also like to thank Medal.tv for making this episode possible. If you're a PC gamer and want to clip your moments, or a studio, publisher, or marketer looking to reach a high-quality gaming audience and get your game in front of the right players, check out all Medal has to offer at https://grow.medal.tv.If you like the episode, please help others find us by leaving a 5-star rating or review! And if you have any comments, requests, or feedback shoot us a note at podcast@naavik.co. Watch the episode: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc Cabe.
Certification programs. Licensed methodology. Other practitioners delivering your IP to their own customers. From where most expert businesses stand, infinite impact looks like a different category of business entirely, one built for people with a bigger platform, not for where you are right now.In the final episode of this series, Tara closes out the Infinite Scale Method™ with Steps seven through nine, the Infinite Impact System: the developmental sequence that turns a proven methodology into books, certification programs, licensing, AI-extended delivery, and speaking, reach that grows well beyond anything you could deliver personally.Using Donald Miller's StoryBrand and Mike Michalowicz's Profit First as real examples, Tara breaks down why the distance between where you are and where they are isn't categorical. It's developmental. You're not a different kind of business owner who needs to become someone else. You're in an earlier stage of the exact same sequence.Tara Bryan is the creator of the Infinite Scale Method™ and host of The Scalable Expert podcast. She helps expert business owners, coaches, and consultants turn their expertise into a scalable business built on a signature framework and systems that deliver results without requiring more of their time. Learn more at www.thescalable.expert and www.taralbryan.comReady to build a business your expertise deserves? The Scalable Expert Audit reveals exactly where you are in the Infinite Scale Method and what to do next. Five minutes. Instant results. Take the Free Scalable Expert Audit → If this episode was useful...Share it with one expert business owner who's hit the same ceiling.A review on Apple Podcasts helps more of the right people find the show and takes less than two minutes.→ Leave a review: Apple Podcasts→ Subscribe: Apple Podcasts · Website
Jeannette talks to Mark “Fish” Fisher to uncover his extraordinary journey from a 16-year-old bear mascot at Alton Towers to the boardroom as Chief Development Officer for Merlin Entertainments. Mark opens up about taking a business to a £6 billion IPO, the harsh realities of navigating global crises like the COVID-19 pandemic, and the critical importance of staying fiercely authentic in rigid corporate environments. Packed with candid insights on surviving the scrutiny of public markets, managing a workforce across 24 countries, and making agonizing welfare decisions during severe economic disruptions, this conversation provides an essential roadmap for scaling a business while keeping your team grounded. You'll Learn Why: Staying authentic is a competitive advantage; corporate facades fall apart under the intense scrutiny of public markets and analysts. Building an in-house creative team drives product quality and innovation faster than relying solely on external agencies. Maintaining transparent communication and rapid decision-making across global teams protects your company culture during sudden economic stops. Transitioning from a hands-on executive to an advisory or board role requires checking your ego and trusting the talent you've nurtured. Whether you're a founder, CEO, small business owner, entrepreneur, startup leader or executive, these lessons will help you navigate massive scale and build a resilient organization.
In this episode, we welcome Sara DeWitt, SVP & GM of PBS KIDS and Education, for a wide-ranging conversation about her background and career, her leadership role at PBS KIDS, and the organization's mission to educate and inspire children nationwide. We discuss current and back-to-school programming, supporting early literacy, and how PBS KIDS is navigating funding challenges while continuing its educational mission. Sara also shares her perspective on the future of children's media, education, and much more.“The Making Of” is presented by AJA:Futureproofing with IP videoAs production workflows rapidly evolve, IP video is key to building more scalable, future-ready pipelines. To get up to speed on the IP fundamentals and gain insights into the various IP paths – like ST 2110, NDI, Dante AV, and SRT – download AJA's free IP video white paper today.SportStreamSept. 15 | VirtualSportStream is a three-day event featuring vendors and experts focused on the impact of live streaming and production in today's dynamic world of sports. Discover tips, tricks, and tools for remote production, live video streaming, professional graphics, and instant replay — all designed to help you capture the action and excitement of every game. From schools to pro leagues, we're here to provide you with everything you need to elevate your sports productions and live streams. Join us Sept 15–17th! Your FREE registration gains you access to three days of informative webinars, interviews with industry guests, live demos, chances to win great prizes, and more! Register hereA Solution Built Around Your WorkflowThe OWC Express 4M2 Ultra is available in a range of configurations to fit your workflow and budget. Choose from ready-to-run solutions with up to 32TB of high-performance NVMe storage, giving you the speed, capacity, and reliability needed for everything from multi-camera editing to demanding VFX and finishing workflows. Available now. Explore hereElgato Prompter XLThe Elgato Prompter XL is a professional all-in-one teleprompter with a 15.6” removable display and a reading range of up to 15 feet. Featuring USB 3.2 connectivity and broad compatibility, it's ideal for live productions and content creation. Available now at Videoguys.com—call 800-323-2325 to learn more.Learn more hereZEISS Introduces Horizon Anamorphic: Full-Frame 2x Anamorphics with a New Lens Technology PlatformZEISS unveils the Horizon Anamorphic series, a new lineup of full-frame 2x anamorphic cinema lenses designed to deliver a distinctive cinematic look along with a new lens technology platform that answers the need for speed and precision demanded by contemporary production workflows.Spanning 35mm to 200mm across seven focal lengths, Horizon lenses combine their anamorphic look—incorporating a pronounced oval bokeh and stretched sense of spatial depth—with a lightweight, fully integrated motorized system that eliminates the need for external focus or iris motors. Explore herePodcast Rewind:Aug. 2026 - Ep. 148.Partner with The Making Of:Reach 275,000+ film production industry, broadcast pros, and content creators reading this weekly newsletter. To explore advertising, please email mvalinsky@me.com Get full access to The Making Of at themakingof.substack.com/subscribe
Fantasy Baseball Live – August 30, 2026 @ 3 pmSegments 1 and 2 – Review the weekend gamesAdditional Topics1. Let's look at the standings2. We have talked much about Jac Caglinone's breakout - .285/.334/.499 with 23 home runs. Nine home runs since July 1 and hitting .320. Never walks – 6% BB-Rate.a. Thoughts for him next season?3. Roman Anthony finally gets activated from the IL4. Juan Soto is activated from the IL on Saturday without a rehab – let's see how that goes5. PCA is starting to separate himself from Ohtani with a huge game on Saturday – 4 for 6 with three home runs6. Walker Jenkins gets his first start and his first hit – 1 for 3 with a walk7. Bryce Miller is moving to the bullpen – which, I'm assuming means more starts for Kade Anderson. Anderson with his second start of his career this week – ok – 4.1 IP, 3 hits, 2 ER, 3K/3BB. The Major Leagues are a bit more challenging than Double-A.a. Will you continue to start him or play the matchupsSegment 3 – Waiver WireSegment 4 – Closer ReportSegment 5 – Two start pitchers1. Jackson Jobe (Det, 26%) - @Min (Taj Bradley) and @Cle (Gavin Williams)2. Tyler Phillips (Mia, 12%) - @KC (Randy Dobnak) and CHC (Matthew Boyd)3. Elmer Rodriguez (NYY, 6%) - @LAA (George Klassen) and @SD Michael King) – If he gets two starts.4. Ryan Gusto (Mia, 5%) - @Was (Matt Waldron) and CHC (Clay Holmes)5. Tanner Gordon (Col, 3%) – Bal (Kyle Bradish) and STL (Michael McGreevy)6. Robert Stock (NYM, 3%) - @TB (Ian Seymour) and SF (Logan Webb )
Thinking about selling your e-commerce business? This episode is your playbook to avoid costly mistakes and maximize your exit. I sit down with M&A attorney Joe Prencipe to uncover what makes your business truly valuable to buyers. We dive into clean financials, strong IP, and owner-independent operations, while exposing legal risks and pitfalls that can derail a deal. Discover how SBA lending dynamics are shifting, the role of AI in creating transferable businesses, and why expert preparation is key. Listen now to protect your hard-earned investment and ensure a smooth, profitable exit. Join us on The High Voltage Business Builders Podcast and take control of your business's future. Get the five ecommerce updates that matter every Tuesday and Friday at voltagedm.com/newsletter: https://voltagedm.com/newsletter?utm_source=rss&utm_medium=show_notes&utm_campaign=ep372 To learn more about Joe Prencipe or connect with him regarding M&A, business acquisitions, exits, or other corporate matters, visit www.prencipe.com
Mattel owns Barbie, Hot Wheels, UNO, Masters of the Universe and Street Sharks. Marcus Liassides runs its digital business, which now Roblox, Fortnite, and a licensing program that puts Mattel IP in creators' hands without approving what they build with it. This episode is about how a studio actually gets an IP deal with Mattel, and what you get beyond the logo.00:00 - Why Mattel is at a games summit01:13 - The Roblox bet04:18 - Why studios stay skeptical06:22 - AI and why IP matters more10:46 - What Mattel actually wants pitched13:57 - Where pitches go wrong17:40 - Beyond the license19:15 - MGs, rev share and dev funding23:57 - The approvals question26:44 - Barbie's UA guardrails29:29 - Exclusivity
D23 gave us more answers about Villains Land. Two weeks later, we're less interested in recapping what Disney announced and more interested in what those choices actually tell us.In our first offseason episode, Stephen, Kaity, and Jenny dig into the bigger creative questions behind Magic Kingdom's newest land: whether an IP-based project can still be truly original Imagineering, why “Villains Land” may be exactly the right name, how years of concept art and rumors shaped expectations, and why family-friendly storytelling doesn't have to mean removing fear.We also look at the difference between a good attraction idea and the right attraction idea, how the two announced rides may solve a much bigger design problem, where the concept could still fall short, and why some of the most interesting parts of Villains Land are the pieces Disney hasn't shown us yet.This isn't another announcement recap. It's the conversation underneath it.Send us Fan MailDon't forget to check us out on Instagram!
Our five member jury renders a verdict on the nearly shelved film which escaped into theaters this week. Warner Bros. does not seem to trust their own IP and tried to take it as a tax write-off three years ago. Aggressive fan backlash encouraged them to find a buyer and Ketchup Films provides the distribution that this seemingly unwanted film needed. We reached na unanimous decision on the movie, and you will want to listen as to why. James Wilson is blessedly back and lends some gravitas to the deliberations. Jury Foreman Todd Liebenow was probably in the bag three years ago. Howard Casner and The Vern are also on the panel and they justify their verdicts pretty convincingly. Put on your rocket skates and get ready to take off with the LAMBcast.
RDP security best practices come down to one rule most admins break on day one: that protocol has no business facing the internet. Dr. Mike Saylor and Prasanna Malaiyandi join me to break down why RDP earned the nickname Ransomware Deployment Protocol, who's out there scanning for your open port right now, and what to actually do about it.Here's the part that gets me. Every Windows box ships with this thing turned on. You didn't ask for it. Nobody handed you a manual. It's just there, running, waiting. Mike calls it a dollar store hammer — still a tool, still gets the job done, just not the one you'd pick if anybody gave you a budget. I call it a hack-me sign taped to your back.We get into how initial access brokers work, and it's less sophisticated than you'd hope. Somebody runs a Shodan query, gets a list of every exposed RDP service on the planet with IP addresses and device types, cross-references it against leaked credentials, packages the whole thing up, and sells it. Mike says the recon that used to take days now takes about 30 seconds with the AI tools floating around the dark net.Then there's the credentials-don't-even-matter problem. Default RDP traffic isn't encrypted internally. Mike walks through a routing table poisoning job where his team captured an admin's keystrokes going to a server. No login required. Just be in the middle.The back half is all fixes. Block the protocol and the port, not one or the other, because attackers will happily move to a different port. Check 3389 before you kill it — your database might be sitting on it. Enforce network level authentication. Put a VPN or a zero trust product in front, and Mike points out enterprise-grade stuff runs about six bucks a user now, so the "no budget" excuse is thinner than it used to be. Bastion hosts. Group policy. Monitoring at the endpoint, network, and firewall layers, with a governance layer on top so you know what's allowed before something breaks at 2am.Prasanna plays devil's advocate the whole way through and swears he isn't pro-RDP. Mike wears three hats and can't pick one. I have exactly one opinion and I'm not moving off it.CHAPTERS:00:00 Windows ships with a back door01:26 Welcome and my Facebook Marketplace weekend03:18 Why RDP means Ransomware Deployment Protocol04:46 What RDP actually does05:51 Blue hat, red hat: Mike's split opinion06:11 Does RDP deserve its bad reputation?08:10 On by default, and you can't fully kill it09:30 The back door nobody locks11:52 Does the cloud secure RDP for you?14:12 Who scans for exposed RDP, and how Shodan works17:10 Initial access brokers explained18:36 Vulnerabilities that skip credentials entirely19:08 Unencrypted traffic and stolen keystrokes20:38 The never-on-the-internet rule20:59 The network survival stack: VPN and zero trust23:22 Block the port and the service24:17 Stopping lateral movement once they're inside25:25 Network level authentication27:50 Port 3389: check before you block it29:44 Bastion hosts30:26 Monitoring, auditing, and governance31:19 Blue, red, and purple hats
In the early 2010s, no one showed more promise as a filmmaker than writer-director Adam Wingard. The young genre filmmaker from Tennessee had made a name for himself after the success of his break out films You're Next (2011) and The Guest (2014, one of the best films of that year). But much like many modern directors, Wingard took his talents to the cinematic worlds of big budget, existing IP, which saw him make Blair Witch, the third film in the franchise, the live-action Death Note, based on the popular Japanese manga. In this decade, he's explored the thrills and spectacle of two Godzilla vs. Kong films, making his mark within two of the biggest characters in the history of cinema, showcasing ridiculous action mixed with even more outrageous world building. After nearly a decade of being inside the studio machine, Wingard, alongside his screenwriting partner Simon Barrett, have returned to form with his latest film, Onslaught, an action-packed, kinky, bloody, paranoid driven machine within the same universe as The Guest; a full display of the promise he once showed us, just more mature now, speaking on themes of how our government and institutions want to harm us more than hurt us, and see humans as collateral damage more than as assists. Starring Adria Arjona, Drew Starkey, Reginald VelJohnson, Rebecca Hall, and Dan Stevens, Onslaught is one of the best action movies of the year, proving that Wingard is still a highly original voice that is needed in creating perfect, throwback action-horror flicks we just don't get anymore, and also showcasing why Arjona is a badass movie star. In my conversation with Wingard, we spoke about his journey to make Onslaught, what he learned about himself when making studio films, and why this was the right time to head back into the previous cinematic universe he and Barrett worked in before. We also discussed his research into cults, super soldiers, lack of institutional trust, and how the power-hungry characters in the film explore and exploit their own kinks. In speaking with him about every aspect of the film, working with his cast, and looking at his place in the world of independent filmmaking, a joyous energy shined out of him, much like the night before when he introduced the film before a packed audience at the Alamo Drafthouse on South Lamar in Austin, Texas. It's nice to tell that the writer-director is back making movies in his comfort zone, and we are lucky to see Adam Wingard back to working in a sandbox he created, all the while waiting to see how he's going to blow it up with some killer needle drops along the way. You can listen to The AwardsWatch Podcast and interviews wherever you stream podcasts, from iTunes, iHeartRadio, Soundcloud, Stitcher, Spotify, Audible, Amazon Music and more. You can also listen on the AW YouTube page. Let's get into it.
Mike Judge might be taking back control of Beavis and Butt-Head in 2027 due to copyright law reverted back to creators after 35 years. Will Paramount make him a deal he can't refuse to keep control of the IP? Watch the podcast episodes on YouTube and all major podcast hosts including Spotify. CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles. Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/ On YouTube - https://www.youtube.com/c/ClownfishTV On Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvg On Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629 MORE CLOWNFISH TV - Official Merch Store: http://ClownfishMinus.com Facebook - https://facebook.com/ClownfishTV X - https://x.com/ClownfishTVcom Clownfish TV subreddit: https://www.reddit.com/r/ClownfishTVOfficial/ Disclaimer: This series is produced by Clownfish Studios and WebReef Media, and is part of ClownfishTV.com. Opinions expressed by our contributors do not necessarily reflect the views of our guests, affiliates, sponsors, or advertisers. ClownfishTV.com is an unofficial news source and has no connection to any company that we may cover. This channel and website and the content made available through this site are for educational, entertainment and informational purposes only. These so-called “fair uses” are permitted even if the use of the work would otherwise be infringing. #Podcast #Commentary #News #Reaction #Gaming #Comedy #Entertainment #Hollywood #PopCulture #Tech #Anime #FYP Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Salesforce and Anthropic launch Claudeforce as Marc Benioff and Dario Amodei explain the collaboration together on CNBC, AWS commits to 2 million more NVIDIA GPUs on top of its GTC pledge, plus six new earnings this week from NVIDIA, Salesforce, Synopsys, HP, Everpure, and Marvell test every bear thesis on AI infrastructure and software at once. Patrick Moorhead and Daniel Newman also cover Hot Chips 2026, the NVIDIA-Hugging Face acquisition rumor, and debate whether Anthropic's SaaS reassurances hold up on Ep. 317 of The Six Five Pod. The handpicked topics for this week are: Claudeforce Turns Salesforce Into Anthropic's Enterprise Front End. Salesforce and Anthropic launched Claudeforce, positioning Claude as the interface across roughly 27 Salesforce services while Anthropic supplies the underlying AI engine. Marc Benioff and Dario Amodei appeared together on CNBC to make the case for the partnership, and both stocks rallied on the news. Moorhead flags one open question: how Anthropic protects Salesforce customer data without collecting the usage traces that AI systems typically retain. (The Decode) AWS Adds 2 Million NVIDIA GPUs on Top of Its GTC Commitment. AWS committed to another 2 million NVIDIA GPUs, layered onto the 1 million it pledged at GTC five months earlier, alongside its own Trainium and Graviton silicon build-out. Moorhead estimates the deal at 6 to 7 gigawatts and $80 billion to $120 billion in NVIDIA revenue, and reads the pairing of NVIDIA's Vera CPU with Graviton as evidence that agentic workloads need capabilities Amazon's own silicon doesn't yet cover. The commitment reinforces Moorhead's argument that wafer, packaging, and memory supply set the ceiling on AI infrastructure buildout, regardless of how many custom silicon projects come online. (The Decode) Hot Chips 2026 Draws Mainstream Attention as Custom and Merchant Silicon Both Scale. What was once an academic gathering turned into a press and social media event, with OpenAI's Jalapeño inference chip drawing the most attention for its bandwidth-heavy first-generation performance. IBM and Arm detailed a joint development agreement enabling IBM Z mainframes to run Arm code natively at sub-nanosecond switching latency, and AMD showed a full Helios rack while Arm walked through its AGI chip architecture. Moorhead notes that Jalapeño almost certainly relied on Synopsys or Cadence EDA tools rather than in-house design tooling. (The Decode) The NVIDIA-Hugging Face Acquisition Rumor Raises the Stakes on Model Distribution. Reports from The Information, Reuters, and Bloomberg point to a roughly $12.9 billion deal between NVIDIA and Hugging Face, though neither company has confirmed it. Moorhead and Newman question whether NVIDIA would treat Hugging Face as a neutral, GitHub-style repository to keep the open source community on side, or use it as a route into inference services without building out its own datacenter business directly. Newman raises the regulatory exposure of a chipmaker owning the leading open model distribution layer. (The Decode) The Flip: Dario's CNBC Appearance and Claudeforce Put Anthropic's SaaS Intentions to the Test. In this simulated debate, Daniel makes the case for Dario Amodei, pointing to Claudeforce's integration with Salesforce's identity graph, field-level permissions, and audit trail as evidence that Anthropic wants to operate as the intelligence layer sitting on top of enterprise systems of record. Patrick makes the case against this, framing the CNBC appearance as a Trojan horse and citing Amodei's past comments about a small number of AI companies eventually controlling the market as evidence that owning the UI, and the pricing power that comes with it, remains the actual goal. (The Flip) NVIDIA Posts a Quadruple Beat and Commits to a $700 Billion Revenue Target. NVIDIA reported $96.22 billion in quarterly revenue, with $89 billion from data center; it guided Q3 total revenue toward $108 billion and pointed to a $700 billion annualized revenue target Moorhead calls increasingly credible. The company's new AI Clouds, Industrial, and Enterprise reporting category grew 138%, outpacing the roughly 100% growth of the rest of the data center business and easing the concentration risk bears have flagged. Goldman Sachs, Morgan Stanley, Bernstein, and Raymond James all raised price targets on the print. (Bulls and Bears) Salesforce Raises Guidance as Agentforce ARR Grows 240%. Salesforce raised full-year guidance to $46.1 billion to $46.4 billion, with Agentforce ARR reaching $1.5 billion on 240% growth and non-GAAP EPS of $5.90. Moorhead points to premium SKU bookings more than doubling quarter over quarter and half of AI bookings coming from existing customer expansion as the durability signal Agentforce needed. Newman reads the results, paired with the CNBC appearance, as the market correcting its overreaction to the SaaSpocalypse narrative. (Bulls and Bears) Synopsys Beats Across the Board Despite Investor Confusion Over IP Revenue. Synopsys reported $2.48 billion in revenue, up 42%, with $711 million from Ansys, and raised guidance, with operating expense control around the Ansys integration paying off ahead of an expected 2027 revenue lift from the combined businesses. The stock still declined on investor confusion over IP segment reporting differences between FactSet and LSEG data. Newman highlights the company's unit-based royalty model and its early visibility into custom AI chip demand through both its EDA and Ansys simulation businesses. (Bulls and Bears) HP Beats on Revenue and Earnings But the Market Wants an Edge AI Story. HP reported $15.68 billion in revenue, up 12.5%, and EPS of $0.83, both ahead of consensus, with strong personal systems growth as supply constraints give the company pricing power on premium devices. Moorhead reads the sell-off as a margin trust discount tied to tariffs and lingering uncertainty over the company's interim CEO search, with device demand holding up. Newman is looking for HP to show how it monetizes distributed AI and on-device token economics, from lower-cost workstations up through devices like the $100,000 DGX Station. (Bulls and Bears) Everpure Grows Revenue 38% and Raises Guidance on a Second Hyperscaler Win. Everpure, formerly Pure Storage, grew revenue 38% to $1.19 billion, beat EPS at $0.70 versus $0.58 expected, and raised full-year guidance by more than $500 million on a second top-five hyperscaler design win landing in fiscal 2028. Newman points to eight straight quarters of accelerating revenue growth and expanding gross margin dollars even as pricing holds steady. The stock fell roughly 15% despite the beat, which Moorhead and Newman attribute to elevated investor expectations. (Bulls and Bears) Marvell Meets Expectations as the Market Waits for Google Deal Detail. Marvell posted data center revenue up 46% to $2.17 billion, total revenue up 37% to a record $2.739 billion, and Q3 guidance of $3.15 billion, essentially matching estimates, with its full-year outlook raised to roughly $18 billion. Shares fell more than 10% on investor appetite for a guidance raise tied to the Google custom silicon deal, which Moorhead expects Marvell to detail further at its October Financial Analyst Day. Newman frames the quarter as steady execution on socket wins, with the stock up 187% year to date, without the guidance drama some investors wanted. (Bulls and Bears) Watch the full video at sixfivemedia.com, and subscribe to our YouTube channel so you never miss an episode. The Decode Claudeforce: Salesforce and Anthropic Announce Claudeforce https://www.salesforce.com/news/pressreleases/2026/08/26/salesforce-and-anthropic-announce-claudeforce/ AWS and NVIDIA to Deliver 2 Million Additional GPUs https://nvidianews.nvidia.com/news/aws-and-nvidia-to-deliver-2-million-additional-gpus-and-next-generation-infrastructure-for-agentic-and-physical-ai Hot Chips 2026: IBM Brings Arm Inside the Mainframe https://www.forbes.com/sites/jonmarkman/2026/08/25/ibm-brings-arm-inside-the-mainframe-with-a-new-dual-architecture-chip/ Hot Chips 2026: OpenAI's Jalapeño Chip Isn't Hot, and That's a Good Thing https://www.forbes.com/sites/luisromero/2026/08/27/openais-jalapeo-chip-isnt-hot-and-thats-a-good-thing/ NVIDIA Discussed Buying AI Startup Hugging Face, Insider Says https://www.bloomberg.com/news/articles/2026-08-27/nvidia-discussed-buying-ai-startup-hugging-face-insider-says The Flip FOR (Dario is being sincere): CNBC Exclusive Transcript, Benioff and Amodei with Jim Cramer https://www.cnbc.com/2026/08/26/cnbc-exclusive-transcript-salesforce-chair-ceo-marc-benioff-and-anthropic-co-founder-ceo-dario-amodei-speak-with-cnbcs-jim-cramer-on-closing-bell-overtime-today.html AGAINST (Dario's reassurance is a displacement play) https://finsee.ai/earnings/crm/2027/q2/en/ Bulls and Bears NVIDIA Announces Financial Results for Second Quarter Fiscal 2027 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027 Salesforce Delivers Record Second Quarter Fiscal 2027 Results https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx Synopsys Beats Q3 2026 Estimates, Shares Slip After Hours https://www.investing.com/news/transcripts/earnings-call-transcript-synopsys-beats-q3-2026-estimates-shares-slip-after-hours-93CH-4878035 HP Inc. Reports Fiscal 2026 Third Quarter Results https://www.hp.com/us-en/newsroom/press-releases/2026/hp-inc-reports-fiscal-2026-third-quarter-results.html Everpure Announces Second Quarter Fiscal Results https://finance.yahoo.com/markets/stocks/articles/everpure-announces-second-quarter-fiscal-200500505.html Marvell Technology Reports Second Quarter of Fiscal Year 2027 Financial Results https://investor.marvell.com/news-events/press-releases/detail/1031/marvell-technology-inc-reports-second-quarter-of-fiscal-year-2027-financial-results
Danny Peña sat down with AJ Grand-Scrutton, CEO of Dlala Studios and Director/Co-Writer of Murals, to discuss their brand-new isometric action-adventure title!After building hit multiplayer experiences like Battletoads and Disney Illusion Island, Dlala Studios is pivoting to their first single-player game in 13 years. In this interview, AJ breaks down the creative process of building an original IP rooted in reimagined fairy tales, combining 2D and 3D visual styles inspired by Who Framed Roger Rabbit, why they decided to leave multiplayer behind for this project, and the sheer panic of setting their Steam page live during Opening Night Live!
In this episode of Shift AI, Sabina Anja, Chief Technologist at VMware by Broadcom, joins host Boaz Ashkenazy for a wide-ranging conversation on why private, flexible infrastructure is becoming the foundation enterprises need for the agentic era.Sabina makes the case that most infrastructure and security thinking was built for a world where humans approve every step, and that world is already gone. An assistant waits for you. An agent, in her words, gets set loose and just goes. So what happens when nobody notices an agent doing something it was technically allowed to do, but shouldn't have? Sabina has a way of thinking about that question that most infrastructure teams haven't caught up to yet.This episode is for CIOs, CTOs, VPs of infrastructure, platform engineers, and security leaders who are trying to figure out what their environments need to look like before agents are running unsupervised inside them.Chapters[00:00] Welcome and introducing Sabina Anja[00:31] From Belgium to self-taught programmer: Sabina's first jobs[04:29] Why programming hygiene still matters with Cursor and Claude Code[06:24] Virtualization then and now: from vCPUs to vGPUs[08:52] What businesses are really asking for as AI costs spike[10:46] Inside NVMe tiering and the memory crunch[13:28] Private AI and the return of sovereign infrastructure[15:43] Data ownership, geopolitics, and the new value of stolen IP[17:48] Open source, small language models, and fit-for-purpose compute[20:59] Advice for CIOs: build flexible foundations, not two-year projects[24:40] Agents vs. assistants: why blast radius changes everything[27:26] Agentic security, guardrails, and the two words: platform matters, earned trustConnect with Sabina AnjaLinkedIn: https://www.linkedin.com/in/sabinaanja/Connect with Boaz AshkenazyLinkedIn: https://www.linkedin.com/in/boazashkenazy/Email: info@shiftai.fm
Going to California With a Blizzcon in My Heart - Ep 44 SOLO QUEUE DISCORD available at: https://discord.gg/nXQVqERcSU Show Notes Welcome to Episode 44! – 5:23 Summer is at a close. There is a buzz in the land. The fog of the Coiled Isle has lifted. The Blizzcon stage is set. The Race to World First is reaching its crescendo. And I managed to kill my first Delve Nemesis. Also, sorry to Spotify listeners who got two versions of Episode 43 or was missing the episode altogether. On the other side of the ledger, Solo Queue hit an all-time high ranking of #79 on the Apple videogame podcast charts! News – 20:52 1 content and Season 2 are live, including beloved Story Mode Race to World First update, followed by numerous updates throughout the episode (be sure to listen through the end credits) 1.5 is on the PTR, but no official news yet, which I find nice Blizzcon 2026 is coming! “What Have You Done Lately?” – 33:36 I actually killed Nullaeus in the final day of Season 1! Add-on troubles at 12.1 launch. And the first thing I did? Take a level 44 Undead Warlock to 55 because. In the Barber Shop, I saw the Azure Somnowl druid flight form and immediately headed to Amirdrassil to hunt it down! Neighborhood activities are a bit of a chore. Not awful, but… Playing 12.1 – 54:45 I am digging the storytelling methods employed in 12.1, including the flashbacks used with Nek'zali and Valeera. One suggestion from the SQ Developer Bench for identifying the abilities when playing as a different NPC in game. Zone music is great. The Vaults are dangerous. I appreciate the lore connections being established on the Cursed Isle. Side Quest – Boss Encounter Design – 1:33:24 YouTube channel of @Candlesan is Wyatt Cheng, Senior Design Director at Second Dinner and former Blizzard game designer. The video “How I Designed Patchwerk the Naxxramas Boss” is the one that caught my eye. He has others on WoW design and other game design as well. Check it out at: https://www.youtube.com/shorts/b2Jw4rsbnpk Main Topic – Blizzcon 2026! – 1:38:02 September 12-13 is the height of hype in the Warcraft and Blizzard world! My thoughts on possible announcements, things I'm hoping for, what I would like to see in Classic+ (and why I cannot wait to stop calling it that), and a bold prediction of a brand new IP. I will be there and will post updates of my trip to the Solo Queue Discord. If you want to meet up, reach out by socials or Discord or email or something. I hope to literally see you out there…in Anaheim! Outro – 2:24:51 Thanks to Blizzard for the amazing music and sound, to OGRE for intro/outro music, my lovely and supportive wife, Podbean for hosting the show, and YOU for listening. Support the show at https://www.patreon.com/soloqueuewow Thank you to contributing patrons Andrew, Righteous Bandy, ThatSkyGuy, Cyn, Snek of Voldun, Jon, Metacognition, Jeru, Raven, Greybeard, Pasta Matt, Luch, and Rak! And thanks to free members Max, Eddie, Bear, Friends of Wumpus, Sean, Curro, AehanNahkriin, Guardian Sandy, Alice, Don, Kamil, Eric, Wednesday, Case, TJ, Denethar, TheChampz, Michelle, Donald, AggroManagement, Brian, William, and Uihu! ONE FINAL RtWF UPDATE CRAMMED IN HERE! DON'T MISS IT! Subscribe to the podcast at your podcast feed of choice, Apple, Spotify, and all the rest. Leave a 5-star rating and a written review to help grow Solo Queue. You can contact me at soloqueuewow at gmail.com, Bluesky, Twitter, Facebook, Instagram, and Threads. I am @sweeperdave on Discord where you can join the Solo Queue Discord channel. If you are attending Blizzcon, reach out. I would love to say hi to you. “I will see you out there (maybe even in Anaheim)."
Take 10 with Tim – August 28, 2026 @ 9:15 amMicrosoft Teams1.Five inning Freddie pitched a gem on Wednesday – 6.0 IP, 2 hits, 0 ER, 4K/0BBa.The Rays core competency is getting their pitchers to throw more strikes. Did they figure something out with Peralta or was it just luck. His next game is against his old team, the Mets next week. Are you starting him?2.Elmer Rodriguez with a nice start on Wednesday against the Astros. 6.0 IP, 3 hits, 3 ER, 6K/2BB. He should have gotten the win, but the bullpen blew it. a.It looks like it was one and down. If you picked him up, would you hold onto him?3.George Kirby has been terrible of late – 5 starts and a 7.13 ERA. He faced off on Tuesday against the red hot Phillies. You have to sit him, right? 7.2 IP, 6 hits, 1 ER, 9K/1BB and the win. a.Paul Skenes – same thing. He's been awful and goes out and fires 6 shutout innings against the Padres – only 4 strikeouts. b.I mean, what do you do?4.Several more pitchers got hurt this week. I'll ask about possibly replacements.a.Shane Bieber – tres major inflammationb.Roki Sasaki is out with a blister c.Carson Whisenhunt – tore UCL – out for the rest of the season and next as well.d.Pete Fairbanks is back on the IL. Who gets the save opportunities in Miami?e.Related – It was reported that Bryce Miller has been pitching through a lat injury for a month. Well, thanks a lot!5.At the end of April, Rafael Devers was hitting .209 with 2 home runs. Since then, he's hit 26 home runs for a total of 28. He should get close to 35 again this season. Should we just ignore early stats with him?a.Do you have any other player that we should just ignore when they get off to a poor start?6.You always say it's not a sprint, it's a marathon, but even marathon's have a sprint at the end and we are there.a.Give us three pieces of advice for fantasy managers the rest of the way.7.How would you handle Ketel Marte?a.Why the Diamondbacks keep putting up with Ketel Marte - The Athletic8.Some rando topic I haven't figured out yet.9.What hitter are you targeting for this weekend's FAAB?10.What pitcher are you targeting for this weekend's FAAB?
In this episode the hosts debate whether a legendary guitar pedal brand with loyal fans, sold-out products, and valuable IP is a hidden bargain—or an unsellable retirement business weighed down by inventory and operational risk.Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=templateHubSpot is the backbone for how businesses scale without chaos. Try them out here: https://go.try-hubspot.com/OeG9VrSubscribe for more episodes: https://www.youtube.com/@AcquisitionsAnonymousPodcast?sub_confirmation=1Subscribe to our Newsletter: https://www.acquanon.com/newsletterSponsorsAcquisition Lab, the leading community, platform, and fund backing serious acquisition entrepreneurs. The education and deal-search tools are free, and a real board of advisors will talk you out of a bad deal as fast as into a good one. There's no clock and no pressure. See what it's like: sit in on a free live roundtable at acquisitionlab.com/roundtables, and mention Acquisitions Anonymous!Bedrock Quality of EarningsBefore buying a business, make sure the numbers actually hold up. Bedrock Quality of Earnings combines experienced financial diligence with modern AI tools to help buyers avoid expensive surprises. Learn more at https://bedrockqe.com.This week on Acquisitions Anonymous, the hosts review the sale of Boomerang Looper, a well-known guitar pedal company that's been around for nearly three decades. The asking price is just $99,000 for a business producing approximately $312,000 in annual revenue and $75,000 in cash flow, complete with trademarks, intellectual property, manufacturing files, customer lists, and ecommerce storefronts.At first glance, the valuation looks almost too good to be true—but a deeper look raises important questions. The flagship products are completely sold out, much of the remaining inventory appears to be generic accessories, and the retiring owner may have stopped reinvesting in manufacturing. The discussion explores whether buyers are acquiring a recognizable niche brand with tremendous upside or inheriting an operation that has already begun winding down.The panel debates inventory strategy, financing challenges, customer demand, and whether this business could realistically scale beyond its current size. It's a fascinating case study in buying product businesses where the intellectual property may be far more valuable than the current operations.Key Highlights:- Legendary guitar pedal brand listed for $99K with approximately $75K SDE.- Includes trademarks, manufacturing schematics, PCB files, Shopify, Amazon, eBay, and Reverb stores.- Flagship products are sold out, raising questions about production, working capital, and owner motivation.- Hosts debate whether the remaining inventory has meaningful value or is mostly low-end generic products.- Financing may be difficult despite the attractive multiple because current operations appear to have slowed significantly.Subscribe to weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking hereDo you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel.Do you enjoy our content? Rate our show!Follow us on Twitter @acquanon Learnings about small business acquisitions and operations.For inquiries or suggestions, email us at contact@acquanon.com
IP Fridays - your intellectual property podcast about trademarks, patents, designs and much more
I am Rolf Claessen and my co-host Ken Suzan and I are welcoming you to episode 178 of our podcast IP Fridays! Today's interview guest is Caitlin Byczko, who is partner with Marnes & Thornburg in their IP team. Ken is discussing dupe culture with her. Here is the profile of Caitlin Byczko https://btlaw.com/en/people/caitlin-byczko But before we launch into this very interesting interview, I have some news for you: On August 10th, 2026, Navitas Semiconductor filed suit against Renesas Electronics in the Eastern District of Texas, accusing Renesas of infringing four US patents on gallium nitride semiconductor technology through its SuperGaN product lines. The filing follows a countersuit Renesas brought on July 22nd, 2026, accusing Navitas and two of its employees of misappropriating trade secrets. It shows how patent disputes and trade secret claims between competitors are increasingly being fought on multiple fronts at once, and often as tit for tat. It also emerged on August 12th, 2026, that an EPO Board of Appeal had dismissed an appeal by Atlas Global Technologies and ruled that its WiFi patent, EP 3 353 901, case T 1230/25, could not be maintained in any form at all, even though the original opponents, TP-Link and Vantiva, had already withdrawn their oppositions. That knocked out the basis for several parallel infringement suits at the Unified Patent Court, which were then withdrawn. For suppliers and implementers, the takeaway is that fighting a patent held by a non-practising entity can still be worth it, even once the original opponent has thrown in the towel. On August 10th, 2026, the Unified Patent Court in The Hague fully revoked Maxell’s patent EP 2 061 230, covering technology for handing off content to a second device, and at the same time dismissed Maxell’s infringement claim against several Samsung entities, in cases UPC_CFI_251/2025 and UPC_CFI_769/2025. The judges found the patent to be nothing more than an obvious combination of routine adaptations, with no additional technical effect. And now – let's hear the interview with Ken and Caitlin! A dupe used to be a quiet, slow thing. You’d stand in the cereal aisle, notice the generic box next to the name brand, buy it, tell a friend. Word spread over months. That world is gone. On this episode of IP Fridays, Ken Suzan sat down with Caitlin Byczko, partner at Barnes & Thornburg LLP in Indianapolis, to talk about what’s replaced it: a TikTok-driven economy where a single video can sell out a dupe product within hours, sometimes before the original brand’s own team even knows it exists. Byczko litigates and prosecutes trademarks across retail, fashion, luxury goods, technology, and pharmaceuticals, and she’s watched dupe culture evolve from a marketing footnote into one of the more active battlegrounds in trademark law. Here’s what she told us, and why it matters even if your brand has never heard the word “dupe” used about it. Counterfeit and Dupe Are Not the Same Thing, Legally Byczko opened with what she called the most important distinction in this entire conversation: the difference between a counterfeit and a dupe. A counterfeit uses someone else’s actual trademark. Think of a fake Chanel bag stamped with the interlocking C’s, or a fake Louis Vuitton logo. That’s straightforward infringement, and above certain thresholds, a federal crime. A dupe is different. It mimics the look, feel, or performance of a product without using the name or the logo at all. Elf Cosmetics, Zara, Costco’s Kirkland brand, and Quince have all built parts of their business on exactly this model. No one is pretending to be Chanel. They’re offering something that looks and performs similarly, at a fraction of the price, under their own name. Media and social media use “dupe” and “counterfeit” interchangeably. Legally, that’s sloppy, and it matters, because the two categories trigger completely different legal analyses. If There’s No Logo, What Are Brands Actually Suing Over? This is where trade dress comes in. Trade dress protects the overall look and feel of a product: packaging, color combinations, shape, label design. Byczko pointed out that most of us interact with trade-dress-protected products every day without realizing it. The test is likelihood of confusion. Courts look at how similar the products actually look, how sophisticated the shoppers are, and whether there’s real evidence that people were confused. Byczko flagged one case as a genuine roadmap for this area: Van Leeuwen v. Rebel Creamery, an ice cream trade dress dispute that came out of the Eastern District of New York. In her view, the strength of that case came down to how precisely the brand defined its trade dress for the packaging. That precision, she said, did a lot of the work toward the outcome. She’s also watching Lululemon v. Costco, which she expects to be significant partly because it doesn’t rely on trademark and trade dress alone. Byczko noted that brands are increasingly stacking causes of action together: trademark, patent, false advertising, all pointing at the same product. And she’s tracking Sol de Janeiro v. Macau Beauty, a case she finds notable because it pulls in influencer content and testimonials as evidence, not just packaging and trade dress claims. Macau Beauty, she noted, has already been sued multiple times across different jurisdictions. A note for readers outside the US: trade dress as a distinct doctrine doesn’t exist as such in Germany. The closest tools here are the three-dimensional trademark and, more practically, the wettbewerbsrechtlicher Nachahmungsschutz under Section 4 No. 3 of the German Act Against Unfair Competition (UWG). That provision protects product shape, packaging, and get-up against imitation when the original has wettbewerbliche Eigenart, competitive distinctiveness, and the copy creates avoidable confusion about origin, unfairly exploits the original’s reputation, or was built on dishonestly obtained know-how. It’s a narrower, more fact-specific tool than US trade dress, but the underlying logic Byczko describes, define your product’s distinctive features early and precisely, applies just as much on this side of the Atlantic. Why the Evidence Problem Changed Everything Ken asked what’s actually driving the current wave of disputes, and Byczko’s answer was simple: evidence. Ten or twenty years ago, if you sent a cease-and-desist letter or went to trial, you had almost nothing concrete to show about how consumers actually perceived two products. Now you have TikTok comment sections, influencer testimonials, and entire genres of “dupe content” documenting exactly what shoppers think, in their own words, in real time. In the Sol de Janeiro case, Byczko noted that part of the complaint isn’t just about packaging and trade dress. It’s about what influencers said, what claims they made, and what that content reveals about actual consumer confusion or the absence of it. That’s evidence litigators simply didn’t have access to a decade ago, and it cuts both ways: it can prove confusion, or it can just as easily prove there wasn’t any. Why Dupes Took Off: Economics, Status, and a Generational Shift Byczko was careful to frame this part as her personal read, not a sociologist’s conclusion, but it’s a read shaped by watching these disputes up close. Part of it is straightforward economics. Gen Z is shopping under real affordability pressure, and dupes let them participate in trend cycles without the price tag. Byczko cited a projected $12.6 trillion in Gen Z spending power by 2030, a generation too significant for brands to write off. The other part is cultural. A generation ago, owning a visible logo was the status symbol. Now, for a lot of younger shoppers, being the savvy one, the person who finds the dupe first and tells their followers about it, carries its own status. It’s less “I have the real thing” and more “I outsmarted the markup.” Byczko also pointed to growing public skepticism toward paying five or ten times more for a product purely because of the name on the packaging, particularly in beauty and fashion. The PR Trap: When Enforcement Backfires One of the sharpest points in the conversation was about what happens after a brand decides to enforce. Suing over a dupe can read very differently in public than it does in a courtroom. Byczko put it directly: going after a dupe can easily look, to the public, like a big corporation coming down on a small competitor, or worse, on its own customers, the same people who made the original brand aspirational in the first place. She’s seen this dynamic play out repeatedly in high-profile cases. Her advice: treat enforcement as a communication strategy, not just a legal one. Sometimes the smarter move isn’t a lawsuit at all. It’s a quieter cease-and-desist letter, a takedown request, or doubling down on marketing that explains what actually makes the original worth the price. Charlotte Tilbury has leaned hard into this approach, building campaigns around the idea that the original simply can’t be remade. Olaplex ran a similar play with its “OlaDupe” campaign. Legal and marketing, Byczko said, have to work together on this, not in sequence. What Brands Should Actually Do Byczko laid out three practical layers, all before litigation ever enters the picture. First: register your trademarks, and where a product design is genuinely distinctive, pursue trade dress or design patent protection early, before a dupe exists and before you know whether the product will even take off. That timing problem is real. Brands rarely know in advance which product will become the one worth copying. Her advice was to look at long-standing anchor products, the ones that have quietly carried a brand identity for years, and ask whether they’re actually protected. Second: monitor. A large share of dupe disputes start on social media, not in a courtroom. That means someone needs to be watching hashtags and influencer content, not just from direct competitors, but from adjacent or even unrelated brands that could end up duping a product without anyone noticing until it’s already trending. Third, and the one Byczko clearly considers most underused: consumer education and brand storytelling. “This is the original” is a weak pitch on its own in a market flooded with cheap alternatives. What works better is explaining, specifically, what makes a product different: its formulation, its sourcing, its performance, its longevity. Give people a real reason to pay more, not just a claim to authenticity. Where This Goes Next Byczko doesn’t think dupe culture is a passing trend. Her expectation is closer to “there will eventually be a dupe of everything,” and she’s watching an interesting generational pattern where teenage shoppers are teaching their mothers about dupes, who are in turn teaching their own mothers. On the legal side, she expects more clarity as cases like Van Leeuwen work their way through the system, giving brands a clearer formula for how to define and defend trade dress. On the brand side, she expects less reliance on litigation as the primary weapon and more investment in what’s genuinely hard to copy: real innovation, ingredient transparency, and storytelling that a dupe simply can’t replicate. One data point she raised stuck with us: search interest in the word “craftsmanship” is at its highest point in twenty years. After years of leaning into dupe culture, there are signs some consumers are swinging back toward wanting the original, the real ingredient, the real technique, the thing that can’t be copied to the same quality. For brands sitting on distinctive packaging, a signature shape, or a product identity they’ve never formally registered, that’s less a trend forecast than a to-do list. Here is the full transcript: Ken Suzan: Thank you, Ralf. Our guest today on the IP Friday’s podcast is Caitlin Byczko. Caitlin is a partner with Barnes and Thornburg LLP and is based in Indianapolis, Indiana. Caitlin crafts and defends global brand strategies, protecting intellectual property assets with creative solutions and highly tactical advocacy. She excels in trademark prosecution and litigation before the Trademark Trial and Appeal Board and federal district courts, safeguarding trademarks and digital properties for businesses of all sizes and at every stage of the business life cycle. From startups to Fortune 500 companies, Caitlin manages clients’ intellectual property needs across diverse industries. Her experience spans retail, fashion, luxury goods, sports, technology, agriculture, venture capital and pharmaceuticals. Beyond trademark law, Caitlin brings valuable insights from her law school experience with the National Collegiate Athletic Association, NCAA, and her previous work serving in a technology company’s in-house legal department. Her tenacious nature and clever problem-solving skills shine through in complex matters, earning praise from clients and colleagues alike. Caitlin is co-author of “Dupe Culture Meets the Courtroom,” published in Global Cosmetic Industry on March 16, 2026. Welcome, Caitlin, to the IP Friday’s podcast. Caitlin Byczko: Hi, Ken. Thank you so much. I’m very honored to be here. Ken Suzan: Yeah, so Caitlin, today we’re talking about dupe culture, a topic that is rapidly becoming front for many brands around the world. What’s the actual difference between a dupe and a counterfeit? Caitlin Byczko: That is one of my favorite questions. This is the most important distinction to draw when we are talking legally about dupes because the difference, because media and social media often use the words interchangeably and legally they’re very different. A counterfeit is a product that uses someone else’s actual trademark. We often think of a fake Chanel bag with interlocking C’s or a fake Louis Vuitton. It’s relatively straightforward trademark infringement and generally above certain thresholds is a federal crime. A dupe, by contrast, is a product that mimics the look, feel, or performance product without actually using the name or logo. We often think of it in the beauty products, in the fashion space, some brands like Elf Cosmetics, which was in the article you just mentioned, Zara, Costco’s Kirkland brand, Quince, who are all very well known in the dupe space. Ken Suzan: What has led to the rise of dupe culture? I’m reading about it virtually every day. Caitlin Byczko: I feel very strongly about this and I’m always talking about it in my legal and non-legal worlds. It’s a very interesting societal change that I think we’ve seen over the past year. I am a lawyer, I am not a marketer, I am not a sociologist, but in my opinion, social media and influencer culture specifically has really created the kind of rise in dupes that we see today. I don’t think we can talk about modern dupe culture without talking about TikTok specifically. Dupe content is its own genre, essentially on TikTok and on Instagram. There’s a whole vocabulary that people are dupe influencers, where their whole product, everything that they’re doing and selling, all of the content they’re making is dupe related. What’s really changed is the speed, I think, around when other products or when a dupe product comes out, how it can be marketed and how people can find out about it. The speed of commerce itself has increased wildly as a result, in part because of social media. A product used to take months to build a reputation as a good alternative. When we think about things, generic cereal is one thing that I have been talking about with my parents with respect to dupe culture. It was one of the things that there used to be, you would go to the store and there would be the cereal, the name brand cereal, and then there would be the generic version of the cereal, which was usually less expensive. That in a way was a dupe. It took a long time. Your friends knew about the dupe cereal and then you knew about the dupe cereal. Then it all got around. Now a single video can send a dupe product sold out within days, within hours sometimes. Oftentimes, a brand’s own team doesn’t even know about the dupe until it’s already been wildly out. Part of it becomes this legal issue when there are claims coming around the dupe. In the Sol de Janeiro case against Macau Beauty, part of the complaint isn’t just about the trade dress and the packaging, which I think we’ll talk about. It’s about the influencer content and the testimonials and what people are saying about the dupes. There’s so much evidence now and there’s so much content and there’s so much out there regarding dupes on social media, on TikTok, and in other places. Ken Suzan: Yeah, and it’s an ever-evolving story. Every day there’s new social media content, more evidence for a potential gain, right? Caitlin Byczko: Absolutely. Ken Suzan: So if dupes aren’t using a particular brand name, how are companies suing over them at all? Caitlin Byczko: So this is really where trade dress comes in, and trade dress, as most of us know, has been around for a long time. There are a lot of very well-known things that you probably see or use every day that you don’t know are protected by trade dress, but they are. And the trade dress protects the overall kind of look and feel of a product. So if you think about things like packaging, color combinations, shape, label design, when that becomes distinctive enough, right? When consumers see that and kind of immediately understand it has the secondary meaning related to the brand owner, then it can become a protectable trademark. And so the test for trademark infringement is likelihood of confusion. And courts will look at the factors of how similar the products actually look, how sophisticated the shoppers are, whether there’s evidence that people were actually confused. I think one of the big cases in the trade dress space that came out since you and I discussed originally, Ken, is the Van Leeuwen versus Rebel Creamery ice cream case. And so for any of those interested, it’s a very interesting opinion. It just came out of the Eastern District of New York. I think that really helps people, brands specifically, kind of provide a roadmap with respect to how to define a trade dress. I think they did an excellent job there defining what the trade dress was for the packaging. And I think that that had a lot to do with the success. Ken Suzan: Yes. Ken Suzan: Why do you think younger consumers gravitate towards dupes so much more than past generations did? Caitlin Byczko: I think there are a few things that are kind of top of each other. The obvious one is economics. I think younger consumers, especially Gen Z, they’re shopping in an environment where there’s affordability pressure. And I think that dupes let them participate in certain trend cycles without the price tag. Gen Z is a significant demographic behind the growth of dupes. And they have a predicted spending power we saw recently, $12.6 trillion by 2030. Ken Suzan: Wow. That’s incredible. Caitlin Byczko: I think it is really also coupled with more of what I would say is a cultural shift. Again, I am a lawyer and this is just my opinion. But what feels aspirational is really changing, I think. And a generation ago, we saw in the fashion world, there was a really big, people really liked logos. Having a logo, owning a logo was the point. And now for a lot of younger shoppers or even more savvy shoppers, actually being a savvy shopper is the status symbol itself. So for a lot of creators, finding the dupe before anyone else or being the one who tells your followers about the dupe really has its own, and it’s less “I have this real thing” and more, “oh, I outsmarted the markup.” And I think it’s that kind of value. I think younger consumers are more publicly skeptical of the idea that something is worth five or ten times more just because of the name on the packaging. And I think that that becomes the case particularly in beauty and then clothing as well. And so I think it’s coupled with the question of craftsmanship and all of these different things. Like we can’t view anything in a vacuum, which is why I could talk for 500 years about this topic. Ken Suzan: Yeah, definitely. Now brands obviously want to protect themselves. That’s an important thing. But going after a dupe can backfire publicly, particularly on the internet. Can you comment on this possibility and what should brands do? Caitlin Byczko: Sure. I think the biggest thing is what you just said. So I think there’s the legal component. And when we’re assessing this for one of our brand clients, I think we cannot review one without the other. So I think you have to say, do we have this claim? Do we have a protectable trade dress or a look and feel claim? And what is the potential backlash in the public? I think it is also a joint PR concern, because what we see is suing over a dupe can very easily read to the public as, oh, this big brand or big corporation is coming down on a small competitor or on its own customers that made the original brand aspirational. I think that we see this in a lot of the big cases that are out right now. So brands, I think, can start to think about enforcement as a communication strategy first, because sometimes the smarter play isn’t necessarily filing a lawsuit. It’s kind of a quieter cease and desist, a takedown request, or separately, it might be really doubling down on the craftsmanship or on a marketing side of what makes the product worth the price. I think Charlotte Tilbury is a great example of this, who’s really leaned into this kind of “can’t be duped” or “you can’t remake the original” with respect to some of their really core products. And so I think people really need to, or brands really need to, assess: one, how can we define what it is that’s being duped? And again, that’s where I think that Van Leeuwen case, I think, will be really interesting over the next few years, with respect to kind of providing this roadmap to help people say, here is a way that we can try to really define what the trade dress is and then be able to protect it and be able to enforce it. Ken Suzan: Caitlin, are there cases right now, I know we just talked about the Van Leeuwen case, but are there cases right now that you think will actually set the tone for how this area of law develops? Caitlin Byczko: Absolutely. And I think some of the cases probably are even in the works, they’re not even filed yet, which is probably very exciting to us as trademark nerds. I do think the Lululemon versus Costco case will be a big one. It’s not just trademarks and trade dress, as many of them are not. I think a lot of times we see in these cases brands are very smartly using kind of all of the different types of causes of action that they bring: trademark, patent, false advertising, a lot of different things. And so I think that that one is definitely certainly one to watch kind of in the fashion space. And then the Sol de Janeiro versus Macau Beauty. Macau Beauty has been sued multiple times, I think, in various jurisdictions. And so I think part of that one is very interesting to me because I think it’s this, it loops not only trademark protection, but also it brings in false advertising, it brings in influencers, it brings in all of these different things. And so I think, like we had talked about previously, nothing is really viewed in a vacuum. And I think for all of these cases, one really important thing, maybe that we didn’t necessarily have access to 10 years ago, or certainly 20 years ago, is this like just ripe amount of evidence of potential confusion or potential non-confusion. When we go on social media and look at all of these things, and then read the comments and all of this different data that’s out there, it’s fascinating, because if you’re in trial, or if you’re going to trial, you’re sending a cease and desist letter, like there is evidence of what the consumers think right here in front of you, right? And the weight of that evidence obviously depends on what it is. But it’s fascinating the way that you can very quickly identify, you know, is there confusion? Is there not confusion, in a way that you likely could never have even thought to consider 10 to 20 years ago? Ken Suzan: Now beyond litigation, what should brands actually be doing to protect themselves in a dupe-driven market? Caitlin Byczko: I think one of the best things that we can do, right, is starting to register the trademarks. I think that’s an obvious one. And really start to consider where the product is genuinely distinctive. And so if it is genuinely distinctive, pursuing a trade dress or a design patent early, before a dupe exists, before anything happens. And I know that can be difficult, because oftentimes brands don’t know for sure what’s going to take off and what’s not. It can also be a surprise. But I think it’s really pushing brands that when you are innovating and when you are doing something that is truly unique and truly distinctive, or when you’re looking back on your brand assets and saying, this thing has been an anchor brand asset for 10 years, you know, have we sought trade dress protection? Is there a way that we can do that? The second layer really is monitoring, in my mind, because a lot of dupe disputes do start on social media. And I think it is important to have people within a company, if you have a product that you’re really keeping an eye on, or that you’re concerned about being duped or causing confusion, having someone who is keeping eyes on hashtags and influencer content and all of these various things. You know, we’re not watching just your direct competitors, we’re watching other completely different brands, or kind of made-up brands even, who could be duping the product. And then I think the third thing that I see as very important is this kind of consumer education and brand storytelling, which is when we kind of get outside of the purely legal side of it. And, you know, legal and marketing and brand and social kind of all need to work together, right? I think if the only pitch to consumers is “this is the original,” it kind of becomes a weak argument in a market where there are cheap alternatives everywhere. But I think the brands that really explain what actually makes their product different, in its formulation, its sourcing, its performance, its longevity, it really gives people a real reason to say, I want to pay more for this brand because of XYZ, you know, the technology or whatever that is. Charlotte Tilbury is one that I had mentioned. I know Olaplex kind of had a big campaign around “OlaDupe” is what they called it. So I think really unique and interesting marketing also assists with that. Ken Suzan: Caitlin, where do you see dupe culture heading? Is this a trend that plateaus or does it fundamentally change how brands operate? Caitlin Byczko: I think dupe culture itself is here to stay. I mean, I think we are only getting into a world where there is truly going to be a dupe of everything. And it’s not good or bad necessarily. I think it is just where we are in life. And I think, you know, things serve different purposes. And it all depends a lot on how the younger consumers shop. And it’s also changing how older consumers shop. You know, I’ve read a lot about teenage girls teaching their moms about dupes, who are then teaching their grandmothers about dupes, right? So on the legal side, I think we will get clarity eventually. I think right around, you know, all like all of these things, which seem so complex, and we’ll never know the answer. You know, five [years] from now, we will probably have certainly more clarity, because a lot of these cases will move forward. You know, the Van Leeuwen one, which I’ve now talked about multiple times, but I just obviously think it’s very fascinating. I think that that’s one where you have a roadmap, right? And it may be contested, or, you know, everything is very fact-specific in the trademark world. But I think it will open the door to allow people one more aggressive brand enforcement. But it will give people a roadmap proactively to kind of say, if we follow this formula for our trade dress, or, you know, defining our trade dress, then, you know, we have something we can potentially protect. And then I think on the brand side, we’ll likely see less reliance on litigation as the primary weapon and more investment in things that are actually, you know, difficult to dupe: innovation, ingredient transparency, marketing, genuinely interesting brand storytelling is something that we’ve seen. I read this past week that searches for craftsmanship, just like generally the word craftsmanship, and kind of products with craftsmanship, is at an all-time high, than it’s been in like the past 20 years. And so it’s interesting, right, that we have gone from this kind of luxury item or high craftsmanship to this dupe culture that we are in now. But there is some potential shift where people are saying, you know, now, I’ve seen all of this and I have all of these options, but now actually what I do care about is the original, right, the innovation or the ingredient transparency or all of those things that can’t necessarily be copied to the same quality. So it’s why it will just provide us with endless topic of discussion, because I think it will only just keep changing forever. Ken Suzan: That’s right. Caitlin, I want to thank you for spending time with us on the IP Friday’s podcast. This has been very insightful, and I’m sure we’ll be talking about this issue in the months and years to come. Caitlin Byczko: Thank you so much, Ken. I really appreciate it. Ken Suzan: Thank you.
In this Episode: Our heroes cover a Mohlvie family favorite Teen Titans Go! vs. Teen Titans! This one is worth your time. It's silly and funny as hell. At the special request of Mohlverine's kids we're covering this great IP in movie form. tune in! Follow Us: Our Website Twitter Instagram Facebook Items discussed (links to more info): Note - if the below links don't work in your podcast player please visit the show page at: https://ebd.fm/episodes/361
Copying a successful product can look like smart business. The market already exists, customers understand the category, and a competitor has done much of the work of proving demand. But when a patented product is involved, “we changed a few things” can become an expensive sentence.In this episode, we break down what patent infringement actually means for startup founders, product teams, and small business owners. The biggest misconception is that infringement requires an exact copy. It does not. But simply making something similar does not automatically mean infringement either.The key issue is the patent claims.Patent claims define the legal boundaries of the patented invention. A competing product may look almost identical but avoid infringement if it does not satisfy an important claim limitation. On the other hand, a product that looks different can still create risk if its internal structure, process, or method falls within the claims.We also explain why independent development is not automatically a defense to direct patent infringement. A company can invent a product on its own and still end up practicing an enforceable patent claim. Intent matters in some areas of patent law, but direct infringement is not simply a copying contest.Another topic is the danger of relying on cosmetic changes. New colors, different dimensions, button placement, or fresh packaging may help marketing, but they do not necessarily create a legal design-around. A meaningful design-around usually requires understanding the claims and changing the product so a relevant claim limitation is no longer present.Then there is the doctrine of equivalents. This doctrine can sometimes create infringement risk even when the accused product does not literally match every word of the claim. That does not mean “same result equals infringement.” The analysis remains tied to individual claim elements.We also discuss what happens when a patent owner believes infringement is occurring. The first step may be a demand letter or cease-and-desist notice. That letter is an allegation, not a final judgment. A business receiving one should evaluate the asserted patent, the relevant claims, the accused product, possible noninfringement arguments, validity issues, redesign opportunities, licensing options, and overall business exposure.The financial consequences can be significant. Patent owners may seek monetary damages and, in appropriate cases, injunctive relief. Courts can also increase damages for especially egregious conduct, and attorney fees may be awarded in exceptional cases. The business cost can also include redesigns, delayed launches, stranded inventory, disrupted customer relationships, and distracted leadership.One of the most useful lessons for founders is that getting your own patent does not automatically mean you are free to sell your product. Patentability and freedom to operate are different questions. You may own a patent on an improvement while another company owns a broader earlier patent that still covers part of what you are doing.That is why patent strategy should happen before launch, not after. Review relevant patents while the product can still be changed. Compare important claims to the proposed design. Explore legitimate design-arounds. Document key engineering decisions. And bring qualified patent counsel into high-value product decisions before tooling, inventory, marketing, and distribution make changes painfully expensive.The goal is not to make founders afraid of patents. It is to make them better prepared.If you are building a product in a competitive market, this episode will help you understand where patent risk really comes from, which common assumptions can get businesses into trouble, and how early IP planning can turn a potential legal problem into a smarter product strategy.To chat about this one-on-one, grab a free consult at strategymeeting.com
Jeff Leach is back on the Totally Wholesome (Not Dirty) Podcast—and somehow we manage to cover personal growth, video games, trauma, sex, creative obsession, and whether peeing in the shower is simply the natural order of things. We catch up on what we've both been building since his last appearance, from my descent into boxing, fitness, and writing an entire fantasy series to the massive sci-fi universe he's developing across many artistic entities. We get into the creative process, worldbuilding, self-publishing, taking feedback without losing ownership of your art, and why sometimes you have to make the thing yourself if you want it to remain yours. But underneath the chaos, this episode gets surprisingly introspective. We talk about using physical challenges to work through old trauma, learning to trust your intuition, becoming more comfortable with who you are, and reaching the point where you stop walking into every situation worried about what other people think of you. Jeff also gives us a look at his work in gaming and voice acting, including Ledgerbound, his upcoming game projects, JRPG mechanics, romanceable characters, and his extremely ambitious plans for building an original IP across multiple forms of media. And because this is still the Totally Wholesome Podcast, we eventually end up discussing porn, Bonnie Blue, body types, sexual positions, and the logistics of 69. Growth! Art! Gaming! Sex! Chicken texture! A perfectly normal conversation. Follow Jeff Leach and keep an eye out for his upcoming projects.
Download MP3 | Watch Video Episode Full Timestamps: https://docs.google.com/document/u/5/d/e/2PACX-1vRq6QUHmEXHlh0ZdrEij1PQXAkPM08WN6x4Rk2nJ954-jwHHzWvUP-cduAoDtkDIXfKGkGTjepM-fHz/pub Watch full episodes: https://www.youtube.com/@CastleSuperBeastArchive The End of 2XKO For Honor Lived Duskbloods aka Blood Blood City Trial Gamescom ONL 2026 Highlights GTA6 Leaks: Scumbag on Scumbag Crimes NEW CASTLE SUPER BEAST "LEGACY" SHIRT & DESKMAT AVAILABLE NOW: https://www.orchideight.com/collections/castle-super-beast Let Rocket Money help you reach your financial goals faster at http://rocketmoney.com/SUPERBEAST Go to http://heroforge.com/ and use code CASTLE to get 5% off on all orders of physical miniatures. Head to http://quince.com/superbeast for free shipping on your order and 365-day returns. Visit http://drinkag1.com/SUPERBEAST to save 20% on your first subscription order of AG1 Next Gen or AG1 Pro! Docket: 2XKO ending support less than one year after launch Patrick Miller, Team Lead for 2XKO, recently made a lengthy Patreon post regarding the game's cancelation and how it came to be in terms of design and target audience; felt it was worth sharing in full. : r/Fighters ONL 2026 The Witcher 3: Wild Hunt — Remastered Announced, Songs of the Past Gets First Look Final Fantasy VII Revelation Ontos No Law Warlock: Dungeons & Dragons Mega Man Dual Override, and a Mega Man skin for Pragmata: TWINKLE GIRL IS FUCKING DEAD Tides of Annihilation Silent Hill: Townfall Hoyoverse Nodus Fall SNK's financial results for the fiscal year ending December 2025 show a 10% increase in sales to 5.7 billion yen, but an operating loss of 19.9 billion yen, indicating increased revenue but a widening of losses. GTA 6 leaker Cyberleek is now charging a $165,000 fee for a chance to buy ad space on additional leaks Take-Two has subpoenaed Microsoft and Discord for information on the GTA 6 leaker. They are seeking account data including emails, IP addresses, phone numbers and linked Xbox accounts They're not just hunting the leaker. Take-Two got court approval to pull personal info (emails, phone numbers, IPs, device IDs) from ~100k Discord users across multiple servers... including DarkViperAU's 90k-member server. Most of those people are complete bystanders Take-Two Subpoenas Microsoft And Discord Over GTA 6 Leaks
────────────────────────────────────────[00:02:12]Flock's Own Patent Calls It a "Dynamic Surveillance Network" — Not a Camera, an Interstate SystemPatent abstract: a system for object-based query of archived video from unrelated sources; changed its name to Flock Safety for marketing but the purpose never changed.────────────────────────────────────────[00:07:40]Florida Police 3D-Printed a Fake Flock Camera as a Decoy — Then Charged a Man With Three Felonies for Destroying ItGrand theft and computer equipment charges for a piece of plastic with no electronics; like charging someone for poaching when they shot a decoy duck.────────────────────────────────────────[00:17:27]Savannah Georgia: Four Officers Arrested for Using Flock to Stalk Personal Acquaintances and Family MembersTwo employees already fired for the same conduct weeks earlier; second wave; now a poster child for police abuse of AI surveillance.────────────────────────────────────────[01:10:42]Nine Federal Circuit Courts Say the Public Can Film Police — but Cops Still Have ImmunityIn the same case the police got qualified immunity for violating rights; you must carry ID and hand it over on demand; Knight: net loss.────────────────────────────────────────[01:16:30]GTA6 Developer Subpoenas Microsoft and Discord to Find a Leaker — Exposing What They Keep on All of UsThey want every account ID, registration email, login IP, phone number, device identifiers, and OneDrive content associated with any server connected to the leak.────────────────────────────────────────[01:42:46]Pennsylvania's Two Measles Deaths Are a Lie — Lancaster Coroner Found No Measles Deaths; CDC Was Refused the DataCounty health commissioner and CDC both asked for data; state won't give it; coroner recorded one death with measles present but not as cause.────────────────────────────────────────[01:45:18]Dolly Parton Died Four Days After Entering a Cancer Center — Knight: That Is TurbocancerRapid-onset aggressive cancer is a known signature of mRNA vaccine damage; admitted Friday, died Tuesday; prominent vaccine promoter at Vanderbilt.────────────────────────────────────────[01:54:14]Canada Hits Back — 25% Tariff on American Fish and Seafood; Maine Lobster in the CrossfireCanadian aluminum, steel, and auto parts making American cars affordable are being cut off; Trump is destroying industry just like he's destroying farms.────────────────────────────────────────[01:01:04]Federal Reserve Meeting in Jackson Hole — Arteman: Interest Rates Are 100% Irrelevant in Five YearsMinutia while the system collapses; can't Volcker-shock out when the Iran war is driving inflation and the debt ceiling is raised $5 trillion.────────────────────────────────────────[00:51:47]Silver Suppression Trade Is Breaking Down — Once It Broke the All-Time High, All Bets Are OffGold to silver ratio hit over 100 to 1 when gold was $3,500; not based on reality; shorts are gone; silver has a lot of room to run. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
────────────────────────────────────────[00:02:12]Flock's Own Patent Calls It a "Dynamic Surveillance Network" — Not a Camera, an Interstate SystemPatent abstract: a system for object-based query of archived video from unrelated sources; changed its name to Flock Safety for marketing but the purpose never changed.────────────────────────────────────────[00:07:40]Florida Police 3D-Printed a Fake Flock Camera as a Decoy — Then Charged a Man With Three Felonies for Destroying ItGrand theft and computer equipment charges for a piece of plastic with no electronics; like charging someone for poaching when they shot a decoy duck.────────────────────────────────────────[00:17:27]Savannah Georgia: Four Officers Arrested for Using Flock to Stalk Personal Acquaintances and Family MembersTwo employees already fired for the same conduct weeks earlier; second wave; now a poster child for police abuse of AI surveillance.────────────────────────────────────────[01:10:42]Nine Federal Circuit Courts Say the Public Can Film Police — but Cops Still Have ImmunityIn the same case the police got qualified immunity for violating rights; you must carry ID and hand it over on demand; Knight: net loss.────────────────────────────────────────[01:16:30]GTA6 Developer Subpoenas Microsoft and Discord to Find a Leaker — Exposing What They Keep on All of UsThey want every account ID, registration email, login IP, phone number, device identifiers, and OneDrive content associated with any server connected to the leak.────────────────────────────────────────[01:42:46]Pennsylvania's Two Measles Deaths Are a Lie — Lancaster Coroner Found No Measles Deaths; CDC Was Refused the DataCounty health commissioner and CDC both asked for data; state won't give it; coroner recorded one death with measles present but not as cause.────────────────────────────────────────[01:45:18]Dolly Parton Died Four Days After Entering a Cancer Center — Knight: That Is TurbocancerRapid-onset aggressive cancer is a known signature of mRNA vaccine damage; admitted Friday, died Tuesday; prominent vaccine promoter at Vanderbilt.────────────────────────────────────────[01:54:14]Canada Hits Back — 25% Tariff on American Fish and Seafood; Maine Lobster in the CrossfireCanadian aluminum, steel, and auto parts making American cars affordable are being cut off; Trump is destroying industry just like he's destroying farms.────────────────────────────────────────[01:01:04]Federal Reserve Meeting in Jackson Hole — Arteman: Interest Rates Are 100% Irrelevant in Five YearsMinutia while the system collapses; can't Volcker-shock out when the Iran war is driving inflation and the debt ceiling is raised $5 trillion.────────────────────────────────────────[00:51:47]Silver Suppression Trade Is Breaking Down — Once It Broke the All-Time High, All Bets Are OffGold to silver ratio hit over 100 to 1 when gold was $3,500; not based on reality; shorts are gone; silver has a lot of room to run. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Even after of years practicing and teaching mindfulness and self care, Sarah Olin's preparedness for the emotional and physical demands of motherhood was challenged in many ways. Connect with the guest: @lumoleadership lumoleadership.com Grow with us on IP+! Informed Pregnancy Media presents two all new intimate short-form video series following Garrett and HeHe's real-time pregnancy journeys as they prepare for an empowered birth and postpartum experience. Each episode features weekly updates with personal photos and videos to help bring these raw stories to life, a visually dynamic guide through each mother's emotional and physical experiences. Watch Growing with Garrett Watch Growing with HeHe Keep up with Dr. Berlin and Informed Pregnancy Media online! informedpregnancy.com @doctorberlin Youtube LinkedIn Facebook X Learn more about your ad choices. Visit megaphone.fm/adchoices
It is finally that time of year! We reveal our hype list for houses, zones, and shows for Halloween Horror Nights 35 at Universal Studios Florida. Sinners and Stranger Things may be the headliner IP's but will they comes anywhere close to the top of our hype lists? Want to be on the show? Leave us a voicemail! (407) 906-4134 Follow HHN 365 on social media: Instagram HHN365 Twitter @HHN365 TikTok: @HHN365pod Join our Discord Server: https://discord.gg/jUD9nZav2U Merch: HHN365.com Featured audio is courtesy of White Bat Audio
Are you tired of drowning in back-office busywork and wondering how AI can actually improve your freight operations without overcomplicating your daily workflows? Today, let's discuss the reality of freight automation with my guest, Alex Reed of Overroute, as we talk about how true AI in transportation is built not to replace but to empower people! We get real about utilizing robotic process automation to 10x your output, strip the emotion out of your operational decisions, and meet your customers exactly where they are. Whether you are a small brokerage or a massive enterprise, leveraging the right freight tech and supply chain automation tools is about simplifying the mundane so your team can focus on what actually drives revenue in this highly competitive trucking market. If you want to stop over-engineering your business and start implementing tech that actually works, tune in to this episode! About Alex Reed Alex Reed is the founding CEO of Overroute. He has spent his career commercializing technical software and optimization platforms in complex industrial environments. Previously, Alex was the founding CEO of Fluence Analytics, a Tulane spinout he led from lab-stage IP through global commercialization and acquisition by Yokogawa Electric Corporation in 2023. Earlier, he was Associate Director for Operations and Strategy at Tulane-PolyRMC. He was named to Forbes 30 Under 30 (2016), serves as Entrepreneur in Residence at the Lepage Center at Tulane University, and advises founders and investors across deep tech and AI, both personally and through Founder Sherpas. Connect with Alex Website: https://www.overroute.com/ LinkedIn: https://www.linkedin.com/company/overroute/
Send us Fan MailWe take rapid-fire questions on how AI data centers, Wi-Fi 7, and smart building demands are reshaping structured cabling, fiber, and day-to-day field expectations. We also get blunt about what protects your schedule, your margin, and your reputation when owners change their minds late and the job still has to ship. • planning for higher density fiber counts and multi-fiber connectors in data centers • leveling up fiber testing by understanding loss budget, not just pass or fail • choosing Cat 6A for Wi-Fi 7 and knowing when Cat 6 can still work • using the RCDD study handbook to confirm eligibility and map next steps • writing specs around performance requirements so AI changes do not instantly obsolete designs • treating labeling, bend radius, and pathways as troubleshooting insurance • documenting owner-driven changes to manage overtime, rework, and expedite costs • standardizing workmanship and building training timelines that new hires can trust • picking up networking fundamentals for AV over IP and server or switch configuration • improving closeout documentation as digital twin expectations rise • updating labor units with real productivity data as crews and skill levels change • designing bigger pathways and respecting fill ratios as AI rack density grows Go download and read the RCDD study handbook V.15. Support the showKnowledge is power! Visit our webpage to find out ways you can support the show. Also if you would like to be a guest on the show, please complete the application.Chuck Bowser RCDD TECH#CBRCDD #RCDD
SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
Obfuscating IP Addresses as Hostnames https://isc.sans.edu/diary/Obfuscating%20IP%20Addresses%20as%20Hostnames/33280 Microsoft Paint and Photos Embed Server-Issued GUIDs as Invisible Watermarks in Locally-Generated Images https://xusheng.dev/posts/reversing/mspaint_invisible_watermark/main/ FTP Banners The New Dead Drop Resolver Delivering Novel RATs https://socradar.io/blog/ftp-banners-new-dead-drop-resolver-rats/ My Upcoming Classes https://www.sans.org/profiles/dr-johannes-ullrich
How can the Fast Drafting method help you finally finish your novel? And how do you make progress when you only have 30 minutes a day to write? Jessica Brody shares her tips for finishing first drafts after 20 years as an author. In the intro, Clive Barker's Kickstarter, The Amazon Tax [Seth Godin]; Trad publisher announces “human-originated, AI-facilitated” book, The Everything Code [PanMacmillan; AI policy; CHAPTR]; Holy relics, churches, and memento mori in Bruges and Brussels. This podcast is sponsored by Kobo Writing Life, which helps authors self-publish and reach readers in global markets through the Kobo eco-system. You can also subscribe to the Kobo Writing Life podcast for interviews with successful indie authors. This show is also supported by my Patrons. Join my Community at Patreon.com/thecreativepenn Jessica Brody is the best-selling author of over 20 novels across different genres and age groups, as well as writing for Disney Publishing. She's also the author of Save the Cat! Writes a Novel and other books and courses for writers at the Writing Mastery Academy. Her latest book is Page One to Done: Finish Your Novel in 30 Days with the Fast Drafting Method. You can pre-order with bonus extras at JessicaBrody.com/preorder You can listen above or on your favorite podcast app or read the notes and links below. Here are the highlights and the full transcript is below. Show Notes Why a small advance can set you up for long-term success Why 97% of first drafts are never finished How to finish a novel writing 30 minutes a day Why drafting and revising are two different jobs How a pre-writing ritual primes your brain for flow Writing a meta murder mystery after 20 years of teaching plot You can find Jessica at JessicaBrody.com and WritingMastery.com. Transcript of the interview with Jessica Brody Jo: Jessica Brody is the best-selling author of over 20 novels across different genres and age groups, as well as writing for Disney Publishing. She's also the author of Save the Cat! Writes a Novel and other books and courses for writers at the Writing Mastery Academy. Her latest book is Page One to Done: Finish Your Novel in 30 Days with the Fast Drafting Method. So welcome to the show, Jessica. Jessica: Hi, thank you so much for having me. I'm so honoured to be here. My writing community speaks so highly of this podcast, so I'm excited. Jo: Oh, well, thank you, and you were requested, so this is going to be a good one. First up— Tell us a bit more about you and how you got into writing and publishing. Jessica: Well, I started writing when I was seven. I like to put in air quotes, I wrote my first, quote, “novel” when I was seven. It was about three pages long. I got the bug very early. I didn't realise it was an actual career choice that you could take seriously until way later in life, after I'd already graduated college with a degree in economics and I was working as a financial analyst, and I was just writing on the side for fun. Then, as luck would have it, I got laid off from my job, and I ended up trying to take writing a little bit more seriously in that time. That's when I found the Save the Cat method, which absolutely changed everything for me. Before that, I had loads of rejection letters, and I eventually sold my first novel to St. Martin's Press, and I've been writing and publishing ever since. That was 20 years ago now. Jo: 20 years, wow. It's so interesting. So you were in economics, you were a financial analyst, and you got into writing. Did you have any pushback from either your own brain that was like, “I cannot make money this way,” or your family? Or how did you make that leap? Because we just hear that it's not a career, financially, really. Jessica: I know, and I think I went into it very blindly, using television as my resource of this is how much money I can make writing. Like Sex and the City, she was selling books for lots of money. So I was like, oh, I just have to sell one book, and then I'll be set. That was not the case. My first advance was so much lower than I expected, and what happened, though, was kind of interesting. I sold my first book, way lower advance than I was hoping for. I wasn't making any money anywhere else, so I was taking on all these odd jobs that I could do in my own time. I was doing transcription work, and I was working at a school half the time. I mean, I just had so many really weird jobs. I think what happened was, because I didn't have another financial net to help me, it just pushed me really hard. So once I sold one book, I was like, well, I need to sell another one and another one, and I ended up in this 20-year cycle, which I've slowed down thankfully, since, but of writing so obsessively, I should say. I just kept selling books and selling books. My advances got higher and higher, and eventually I was able to support myself with my writing, but it was not instant at all. Jo: Actually, that's a really good note there, because we often hear so much of these debuts that get paid a ton of money, and then they disappear, and they almost spiral down. Whereas what you've done is spiral up. Which is almost a better way to do it perhaps, with your reputation with traditional publishing. Jessica: It's funny, I tell this story a lot to writers who are looking to get published, that the big advance is not necessarily the end-all be-all. Because I have heard that story before, someone gets a very big advance, and then it doesn't earn out, and they can't sell another book because the publisher's lost money. I had the opposite experience. My advance was so low, and my publisher got worldwide rights. They bought worldwide rights. So they started selling foreign rights of my first book really early on, and I earned out before the book even came out, with just a few foreign sales. That ended up setting me up for success, because I was making money for the publisher from day one, and I was able to sell more books, and so I sort of worked my way up. I really do credit a lot of that to how long I've been able to stay in this game. Jo: No, it's a good way of thinking about it, because people forget the publisher isn't a charity. The publisher has to make money from your book. So it's nice that you make money, but they have to make money, or they're not going to bother, right? Jessica: Yes, exactly. Jo: So let's come back to Save the Cat, because you mentioned that the original method really changed how you write, and then of course you did Save the Cat! Writes a Novel. So I've got that. I imagine a lot of people listening have got that. Tell us a bit about why that methodology made such a difference to you, and why you think it's so useful. Jessica: Well, you'll sense a theme here. I went into this business, like I said, without knowing a lot, and I went into it the way I think a lot of writers do, which is, I had an idea, I sat down, and I tried to write it. I had no guidance, no map, no structure, and I just wrote. I actually finished something, which is surprising, but then I started to get all these rejection letters that basically said similar things, which was, “You're a good writer, you have a good voice, but there's no story here.” I just didn't understand that feedback, because I had finished something. I could print it out and stack it on my desk. Wasn't that a story? Apparently it was not. Then a screenwriter friend of mine that I was talking to about how I was getting all of these rejection letters with the same note said, “You should read this book that recently came out. It's called Save the Cat, and it's for screenwriters, but I think it could work for novels because it just seems to be all about structure and storytelling.” So I read the book cover to cover so quickly, because if anyone's read the original, it's just so readable, and everything started clicking in my mind. I realised, wow, I really don't know how to tell a story. I could plot out everything I had done wrong, and I went back to my book and I started rewriting it from page one with this new structure in mind. When I finished that, I ended up getting an agent for that book, and the agent sold that book. I've been using the method ever since. It just made so much sense to my brain. What I tell writers is, “Use the method that makes sense to your brain.” All storytelling structure methods are basically telling the same story, just with different words, sliced and diced a little bit differently, but structure is structure, and a story is a story. It has to have a beginning, middle, and end. It has to have conflict, it has to have a middle twist, and things like that. So this one worked for my brain, and I started to teach it to other novelists, because at the time there was still just the screenwriting guide. So I started to teach how I was using it to other novelists, and that turned into the book, Save the Cat! Writes a Novel. Then I wrote a young adult version of it as well. And I still use it to this day. It's just something that's always made sense to me. Jo: So were you hired by the estate? Blake Snyder died, right? So were you hired to write that, or is that something you arranged? Jessica: It was kind of something that was arranged. I think Blake Snyder Enterprises is the name of the company. Blake Snyder died in 2009, sadly. When I started using the method, I was blogging about it on my blog, and I would share some of my beat sheets of the novels I was writing. The people who had taken over his estate reached out to me and said, “Hey, can you blog for us? Because we don't have a lot of novel content on our blog. We just do screenplay stuff.” And I said, “Of course.” I had a fangirl moment. Oh my gosh, they've reached out to me and this is so exciting. So I started blogging for them, and then that turned into the workshops that I started doing with them. Then we partnered up on the book. I think it was one of those things that felt inevitable, like we were just working toward it. I was living in LA at the time. They're based in LA. And I remember having breakfast with them, and we all just looked at each other and said, “So we need to write a book, right? There has to be a book.” So we ended up sharing the copyright, and, as you see from the title, it says based on the books by Blake Snyder. It's very much his method. Then I brought some of my novel flair and some of my own little tips and tricks that I had picked up over the years and applied it to his method. Jo: I love that. We are going to come to your other book for writers in a minute, but just on that intellectual property sharing, writing in other markets, you also write for Disney Publishing. This is so fascinating to me. Now, there are lots of people who do write for other properties. So how did that come about writing for other properties, and how does that fit into your portfolio of the things that you do? Jessica: Yes, writing for other properties is really fun. It's probably not for everyone. You have to know what you're getting into before you pursue it, because it's very much not your IP. You're writing under someone else's brand, you're in their canon, and there are certain rules you have to follow. So you have guidelines. I found it to be really fun and kind of a break from some of my own stuff, because I didn't have to come up with everything. I didn't have to invent all the new worlds and all the new characters. A lot of them were just given to me, and I could play within the boundaries of that sandbox, and I really found that inspiring. So what happened actually is I was on a writing retreat with a bunch of other writers, and there was a writer at the retreat who already wrote for Disney Press and was supposed to write this new series for them, based on their Descendants series. She said to me, “I really can't do it, but I'd love to recommend someone else to them.” I think we had been talking about how big of a fan I was of Disney or something, and she said, “Do you want me to recommend you?” And I said, “Yes, absolutely.” Another big fangirl moment. So the editor of that series reached out to my agent. They talked to me. They got writing samples from me through my agent, and then before I knew it, I was hired to write, I think the first contract was maybe for two or three of the books, and then we renewed for a few more. It was just really fun. Then I formed a relationship with that editor. We ended up working on another series for younger kids, based on the Disney Princess LEGO series, which was much younger and new for me. It had illustrations. That was a whole new challenge, but I found it really fun. As I said, it was a nice break from writing my own things, because I could write them fairly quickly. They did have very fast turnarounds at the publisher too, but I could use my skills for structure and storytelling and apply it to a world that already existed, and it was a nice pairing. Jo: I love this. So much of what you've done seems to have come from relationships or just putting yourself out there in the world. Jessica: Yes, good observation. I hadn't thought of that. Jo: Whereas I think a lot of people think that it's all about cold pitching. It's not so much, from what you're saying. Jessica: Yes, and I did another IP project with Simon & Schuster called Boys of Summer, which was a young adult novel. That one specifically came from my agent. So a lot of times publishers will reach out to agents and say, “Here's what we're doing. Do you have authors who would fit?” And my agent will often reach out to me and say, “Here's the pitch I got from a publisher. Are you interested in submitting yourself for this?” That's what happened with Boys of Summer. They actually sent out an outline to a bunch of writers who were interested, and I had to write sample chapters to the outline, or I think it was the first couple of chapters or something. I was very gratefully selected to write it. That came about from having an agent, and a lot of times having an agent is a way into IP work. And then those connections can help too. Jo: Fascinating. Right. Well, let's get into your book Page One to Done, which as I said, one of my listeners actually requested to have you on the show to talk about this book, because she said it was absolutely fantastic and helped her finish her book. So why finishing? What is the problem? Why write a book on actually finishing? What are some of the common issues that people have? Jessica: Well, thank you to that listener. I really appreciate it, and here I am because of you. Connections once again. So Page One to Done came out of my own struggle with finishing, and not just finishing, but finishing efficiently and maintaining joy throughout the process of writing a novel. As I said, I was writing very fast and furiously, and my deadlines were piling up, and I started to feel like writing a novel stopped being fun. It started to become a very frustrating process, and I realised that was a lot about how I was approaching the first draft, which, as most writers know, the first draft is very hard. When I started to look further into it, I found this statistic online that's widely accepted in the writing community, which is that 97% of first drafts are not finished. Which is, wow, mind-blowing, but also not that hard to believe once you think about the challenges of writing a first draft. Taking an idea from a seed, developing it into a full plot with character development and arcs and subplots and side characters and themes and all the things that you think a story should have, getting that all onto the page and actually reaching the end. It's very, very difficult, and I never lie about how difficult it is. So I was struggling to finish things quickly, to enjoy the process, and I noticed that other writers were too. I felt like, well, I have this plotting guide that I love, this structure guide, Save the Cat! Shouldn't this be easier once I have an outline? And it wasn't. And that, I think, is because we forget that there's another part of the process. It's not just about developing a compelling character. It's not just about having a well-paced plot. You have to be able to get ideas out of your head and onto the page in a way that doesn't make you want to quit. I think one of the problems with the first draft is most of us write something down, it does not match what's in our head, and we start to get more and more frustrated. The process becomes overwhelming. We're holding too much of the story in our head. We're going back to page one to revise with every new idea we have, so it starts to slow down. The farther we get into the book, the longer that back to page one process takes, and things start to spiral out of control. I think that's essentially what happens to this 97% of first drafts. The writer quits because it's not good enough. It doesn't match what's in their mind, and there's too much to hold, and it starts to become overwhelming. So this is what was happening to me. Even though I was finishing things, the process was still very overwhelming, and I started to experiment with different things. Different mindset shifts that I could make, different ways I could change my writing routine to really enhance the process, to get into flow faster, to stay in flow for longer, things like that. It took me about five years, and I developed this collection of mindset shifts and strategies and routines that I could not only apply to myself, but I turned it into a system that was repeatable, and I started teaching it in my Writing Mastery Academy. I called it the Fast Drafting method, and it's all about letting go of this idea that our first draft has to be perfect or even that good, and just focusing on getting ideas down as quickly as possible, even if that creates a big mess. It's this freeing process of doing that in a way that we don't get in our own way. So I started teaching it to other writers. People were finishing things who had never finished things before. Writers who had taken two years to write a first draft were writing first drafts in weeks. The biggest comment I was getting was, “This is so freeing. This is so liberating. This is so fun.” And it gave people the motivation that they needed to actually sit down and revise the book. Before, either they never finished, so they never got to the revision process, or they were so overwhelmed and bogged down by the two years it took for them to write one draft, they didn't have the energy to revise and get it to the next level. So anyway, all of this is to say it was working for me, it was working for other writers. I turned it into a book called Page One to Done, and it's my three-phase process, mindset, preparation, and drafting, which I equate to running a marathon. You wouldn't run a marathon without proper training and proper nutrition and the right mindset, just like you wouldn't write a novel without the right mindset, the right preparation, and the right skills you need to get to the end. Jo: That's fantastic. You mentioned training there and some of the routine changes. So I hear new writers say, “Oh, I can't write unless I maybe have two hours or three hours to write down stuff, and I never have three hours at a time, so I never have time to write.” I hear that a lot. So what would you say to those people? What is a routine and a mindset shift that might help those people? Jessica: That's great, and I hear that all the time too. I interviewed a handful of authors for this book who had gone through the fast drafting method with me, and I would say the majority of them wrote for 30 minutes to one hour a day and were able to finish their books in a matter of weeks to maybe two months. That's because what I teach in the book is not about the amount of time you have. It's about how you use that time. When you really structure your day and your writing time with intentionality, you do whatever you can to block out distractions, get into flow, stay in flow. I'll give you one amazing tip that basically solves all of these things in a second. But when you really bring intentionality to those 30 minutes, you can write more in 30 minutes than you can in three hours without bringing these kinds of intentional choices. So that's one of the things I teach. You don't need more time. You actually just need to approach the time you have with the right mindsets and the right intentions. So one of the biggest shifts I tell people is just don't write and revise at the same time. For one, it pulls your brain in two different directions and creates the requirement of context switching, because essentially drafting and revising are two different jobs. Drafting is getting ideas out of your head and onto the page. Revising is polishing those ideas. They require very different headspaces and very different skills. So when we try to do both of them at once, we're pulled in two different directions. We're essentially trying to polish something we haven't even figured out yet, so we're polishing in the dark, if you will. It causes our brain to snap back and forth so many times. The term context switching is very big in the zeitgeist today, and that's because it's eating up our brain capacity. So if you spend 30 minutes just getting ideas down without judging them as they're coming out, without trying to revise them as they're coming out, you will get a lot of words down. A lot of that has to do with just what do you expect out of those 30 minutes? If you expect to write a chapter of absolutely brilliant polished prose, you're probably not going to do it, and you're going to feel like you wasted three hours. Then the next time you have three hours, you're like, “Well, no, I'm not going to do that. It's too frustrating, and I don't have three hours to begin with.” But if you sit down with the idea of, “I'm going to get all my ideas down. I'm going to just enjoy this process and live in my story for these 30 minutes,” you will be amazed at how much will come out onto the page. And you can absolutely finish a book that way. So intentionality is how you set up your workspace. Making sure that your phone is on do not disturb, making sure there are no pop-ups on your screen, making sure there are not even windows open behind your document. Every time your mind thinks about something else, you have to bring it back, and that eats brain power. So it's things like that. I have a whole chapter on how to set up a writing routine. One of the biggest tips I give people is to do what I call a pre-writing ritual. This is based in neuroscience, and there are all of these studies that back this up, that our brain does something where it associates an activity with another activity. So let's say right before we sit down to write, every time we do that, we do 10 jumping jacks, just as an example. But we only do 10 jumping jacks before we write. We don't do 10 jumping jacks before we sit down to do our taxes or answer emails. It's just before we write. Your brain starts to create this associative link with jumping jacks and writing. These are ways that we can prime our brain to get into the writing mode, and after doing that a handful of times, you do your jumping jacks, and your brain is literally already in your story before you sit down. It starts to soften that resistance that happens when we think, “Oh, I have to go write now,” or, “I've got to go write a certain amount of words,” or, “I have to work with my story.” It softens that, where it just becomes, “Oh, this is what I'm doing now.” Setting up these pre-writing rituals, which could include jumping jacks, could include something else, a lot of examples we can explore if you want, creates that associative link and allows us to get into the writing zone even faster. So by the time we sit down, we're already primed to go. We're not wasting a lot of that time going, “Oh, should I do it now? Should I do it later? I've got to open my document. Oh, my coffee's a little low.” All the things that we do to delay writing. They start to fall away. Jo: Yes, I mean, I always tell people, you and I turned up on time. We arranged this. We respect each other. We turn up, and we're doing this within a time slot. So I always say to people, “Look, make a calendar entry for your writing,” and do you respect your writing enough to turn up on time and do the work? We had a few minutes of saying hi or whatever, and then we got on with our work, which was this interview. So if you've arranged to start writing for that half an hour, then it is work still, right? You need to turn up and honour that. Jessica: Yes, and actually I have the same tip in the book. I say put it on your calendar, block it off. For the reasons you said, it creates in your brain the idea that this is a serious thing. It's not just a, “Oh, I'll get to it when I get to it,” like folding the laundry. It's like, no, this is what I've decided to do, I'm serious about it, I respect it. Just like any other appointment that you would respect, like lunch with a friend or an important business meeting, you show up for it. You don't go, “I think I'll show up to that business meeting in a few hours when I feel like it.” Also it keeps the routine consistent, because one of the tips I give is to always write at the same time every day if you can, because again, that associative link created in your brain, that habitual routine. So if you put it in your calendar for the days that you're going to write, you won't schedule over it by accident, which is just another logistical thing. I say something similar to what you just said, Joanna, in the book, which is basically, if you booked a massage for an hour, you would stay for the hour, right? Because you paid for this massage. Jo: Hell yes. Jessica: It's important to you. You're not going to get up in the middle and start texting your friends. You want your massage. If you treat your writing like any other thing that's important to you and show up for it consistently, it will show up for you, too. Jo: Yes, and I think the other misconception is that, okay, so that person has made it, and they're at the desk. I listen to rain and thunderstorms in my headphones. That's kind of, I guess, my routine. But that doesn't mean that I can just stream something wonderful. You talked about separating the writing and the editing, but sometimes it really is pretty basic, right? Morgan walked into the room. That will often be my thing, and then I'll be like, “Okay, well, why?” And what was the room like? Or was it even a room? So sometimes you just have to start writing something rather than wait for a perfect sentence. Jessica: Oh, yes, absolutely. Waiting for the perfect sentence, you'll be waiting for a long time. I say waiting for inspiration, you'll be waiting for a long time. My joke is, if I waited to write only when I felt inspired, I'd finish a book about every 20 years, if that. I think that's very important, and I teach a lot of tips and tricks in the book on how to get past that resistance, because of course, we don't want to just sit down and write something that we don't like. We don't want to just write down, “Oh, she stared at her computer for 10 minutes.” But sometimes we have to write that down to get to the next sentence or the next plot point or whatever barrier is in our mind. So one tip I'll tell people is put things you don't like in brackets, the square brackets. It's a really simple tip, and it's one of the tips I share in the book. Just put it in brackets and move on. What the brackets do, at least for people who use it, is it's like scaffolding. It's a reminder to your brain, this isn't permanent. This isn't going to stay. I'm going to come back to this later and fix it once I figure out what the story is and what she's actually doing in the room at this moment. For now, it's there. It's on the page. I can move past it. For me at least, the brackets are just this really nice reminder of the scaffolding. Nope, nope, nope, not perfect, not permanent, moving on. Then you can come back later and flesh it all out. I share a lot of anecdotes from my 20 years of writing novels, and one that I particularly like is I was working on a novel, and I had this scene that was just so awful, where all of my characters were sitting in a room. I had no idea what room it was or what it looked like, and they were talking about their feelings. It was just so awful and boring, but I had to get through this scene because I had to establish certain things that came later. I was complaining and complaining about this scene. I was on a writing retreat at the time, and my writer friends were like, “Let's just do a writing sprint, and we'll all write really fast, and we'll all get through our bad scenes, and we'll move on.” So I did that. I moved past the boring scene. It was still boring all the way to the end, but here's the thing, I couldn't figure out what happened in that scene until I'd figured out the whole story. So I wrote the bad version, and then in the next draft I came back and I was like, “Oh, this scene should take place on this bridge that I wrote in the finale that I didn't even know I needed, and it's this very symbolic bridge, and they can be standing on the bridge, and then they should be talking about this because that's going to pay off in the third act,” and I hadn't even thought of that yet. So all the things were coming together, but I could never have come up with that at the time. If I had just sat there and tried and tried, I probably would have gotten stuck at that scene and quit. So I had to just write the bad version, move past it, and come back later. Jo: Yes, and I think maybe because you're famous for structure, people think that maybe you wouldn't have to do that, because you already came up with that in the plotting. It sounds like you're also putting in those elements and foreshadowing and deepening things in the edit. So that's quite comforting for me as a discovery writer, because I end up doing so much more of that kind of thing in the edits. Jessica: Well, something I like to say is that we're all discovery writers, just different degrees. Because the writing process, no matter how much you plot in advance, is always going to be a discovery process. There are always going to be things you didn't think of. There's always going to be a way to tie things together that you never could have thought of before you started writing. So much of the story evolves and gets processed on the page and in your mind as it's coming out onto the page, and it's delusional to think you can think of all that before you start engaging with the characters. You can come close. I've known writers who have come very close, but almost all writers will discover something that they didn't know in the outline. I would argue that that's actually the fun part of writing. It's not the days when writing goes exactly to plan. They're nice, but they're not necessarily the fun parts. The fun parts are when you sit down to write the scene you thought was going to be the scene, and suddenly this new detail appears, and you go, “Oh my gosh, this totally unlocks everything, and I never even thought of it.” It could be in a text message. It could be on a billboard. It could be something the character just blurts out that you weren't expecting, and suddenly your whole story comes together in that moment, or maybe just the scene comes together. It's those moments, I think, that we write for. So even just expecting the book to come out exactly as you plotted is one of those mindset shifts. If you shift it and think, “This is really fun. I get to discover new things about my story that I wasn't expecting,” that, again, just makes the process a little more fun. So instead of, “Oh, this isn't what I thought it was going to be,” or, “This isn't what I outlined,” which is focusing on what's wrong with the book, it becomes, “Oh, wow, this is teaching me something I never expected about my story, and that's pretty cool.” Jo: Yes, I think that moment, Carl Jung called it, I guess, synchronicity, the moment when these things come together and it feels just incredible, that's the moment we all look for. It does seem to happen on every book. Everything clicks into place, and I look forward to that moment with every book. I did want to ask you about a novel that you have coming out soon as we record this, called How to Write a Murder. Now, this is a new genre for you, and it's quite meta because it's about writers as well. So talk about writing a brand new genre now at this point in your career. What are the challenges of trying to reach a new audience? Why do this book now? Jessica: Wow, great question. I love challenging myself to do something new. I wrote contemporary for many years and then thought, “I'm going to try a sci-fi.” Or, “I'm going to try middle grade now.” I think I go where the story wants, where I'm inspired to go when it comes to story ideas. However, with mystery, it's been one of those things that's always been on the back of my mind, like a wish list, a bucket list. I want to write a murder mystery. I just never had the right idea. Or I never had the time, or I never had the space. Then I finished my last novel contract, and I took a break, because I had been writing on deadlines for years. I took a very, very much needed break from deadlines. For the first time in I think 15 years, I did not have a book deadline. I just asked myself, “Jessica, what do you want to write?” As opposed to, what's the next book that's due? And the answer was very clear. I want to write that murder mystery. I toyed with a few ideas, and then I started to think about, okay, so I wrote this book on plot that a lot of people know and use. What if someone used that book to plot a literal murder? What would that look like? This meta explosion came to mind, which is that I wanted to write a murder mystery that's structured like a plotting guide for murder mysteries. The characters in the book are all writers who are familiar with this plotting guide, and the events of the story are unfolding like the plot of a murder mystery according to this book. You have no idea which one of them is actually using the book to plot the murder, because they all know the book. So one of the taglines is, “One dead body, seven mystery writers, and they all know how to get away with murder.” It was sort of my culmination of everything I'd done in my career. All the plotting workshops I'd taught, all the revision courses I'd taught, and of course this plotting structure method I'd been teaching for years, and I put it into this book. It's a fictional version of Save the Cat! It's called The Bestseller Formula. The premise of this book is that someone is using a murder mystery plotting guide to plot a literal murder. So the reader is learning how to write a murder as they're reading about the murder on the page. Jo: I love it. I know lots of people are going to want that. It does bring the business side of things into more difficulty, because of course you have readers, like you mentioned middle grade, you've got YA books, and obviously, I guess, the writers that you teach will be interested. How is this going to work for your book marketing and your business? Because it also sounds like this might be a standalone. Jessica: It is a standalone as of now. I have some sequel ideas, but we're not pursuing them yet. It is a different market for me, for sure, and that's become a challenge as I'm marketing, because I'm not in the thriller mystery space yet. I haven't written a novel for adults since the very, very beginning of my career. I've been mostly writing for teens and middle grade. The good news is most of my teen readers are now adults, because it's been so long since I wrote for teens. So there's that. I think the book will appeal to mystery readers just because it's a fun mystery, and there's a fun meta element to it. I think it's going to appeal to writers as well. So I'm very much leaning on that, at least for the launch. I hope my writer community will get behind this book, because it's very much an ode to storytelling. It's an ode to writers. I dedicated it to writers. As a writer, you will understand this book on a level that a reader never will. You will get so many of the little inside jokes that a reader might just skim past. So I did very much write it for writers, with the hope that readers will also enjoy it. I had the most fun writing it I've had, I think, of writing any book. Partly I think that was because I wasn't writing it under deadline. I was just writing it for me, but also just because it felt like the book I'd been destined to write for so long. Jo: Fantastic. So we're out of time. So where can people find you and your books and everything you do online? Jessica: How is that possible? I feel like we just started. JessicaBrody.com is the best place to find everything. If you're interested in my writing courses, you can check out WritingMastery.com as well. Jo: Well, thanks so much for your time, Jessica. That was brilliant. Jessica: Thank you, Joanna. I had so much fun.The post From Page One To Done: Fast Drafting Your Novel With Jessica Brody first appeared on The Creative Penn.
Braves take Game 1 against the Dodgers, striking late to win 4-3. Bryce Elder went 6 IP and struck out 5 while giving up 3 and no walks. Raisel Iglesias closes the door in the ninth. Chris Dimino joins the show to discuss the win and the rest of the series moving forward Ford Leadoff gets underway at 6p with First Pitch scheduled for 7:15p. A.J. Smith-Shawver (0-0, 6.23) takes the mound for Atlanta to face Roki Sasaki (5-5, 4.42) for the Dodgers Hear Atlanta Braves Today every Mon-Fri at 7:45a during The Locker Room on 680 The Fan.See omnystudio.com/listener for privacy information.
With a single step, a world shattered and the stars faltered. Those who witnessed the destruction must face the future and pick up the pieces, but first they must escape the Dragon Path and return home—or at least near it. To do that, though, they'll need to capture Jonathan's airship, the Adventure Beckons, from the Creed of Oracles… This week on Perpetua: Escape the Rumbling Castle! 07 Perpetua Guide [In Progress v.06] NPCs & Monsters [PNMS] Creed of Oracles Infantry [NMCOIN] Typical Traits: Gritty, Grim Type: Humanoid Hunter Level: 10 Rank: Soldier Stats: DEX 10, INS 8, MIG 10, WLP 6 Attacks: Holy Salvo, Forceful Flurry Special Abilities: Summon Platemail Elemental Affinities: RES: Physical | VUL: Dark, Poison In-Game Description: With blessed light armor, rifle, and bayonet, Infantry make up the bulk of the Oracle's ranks. The rank-and-file soldier in the Creed of Oracles. If you decide to rush across the open courtyard when you first arrive to area of the castle, you can fight an infinite number of these guys. They aren't especially hardy, but their Holy Salvo is built specifically to knock out sturdy physical characters, so don't underestimate them! Starter Tip: If you can do it, try to dispel their summoned platemail, it'll make fighting them toe to toe a lot easier. Hovering Pyroclastic Typical Traits: Precise, Devoted, Short-fused Type: Humanoid Support Level: 10 Rank: Soldier Stats: DEX 8, INS 8, MIG 6, WLP 10 Attacks: Ignition, Volcanic Charge Special Abilities: Flying, Bracing Ash Elemental Affinities: RES: AIr, Earth [Can gain Fire] | VUL: Dark, Ice, [Starts with Fire] In-Game Description: A soldier in the robes and armor of the Creed of Oracles with flamethrower and a number of volcanic explosives at their belt. These floating demolitionists punch through your elemental defenses and their volcanic charges are like sticky grenades that give a boost to anything that hits your side of the field. Most importantly: They can cover themselves in a magical ash that will boost their might and give them a Fire resistance. Once they do this, they sort of become solid all-arounders, so it's best to knock them out before they can do that. Starter Tip: Hit them with Dark or Ice damage to bring them down to melee range! Fares, Devout Chef Traits: Tricky, Inventive, Religious, Adaptable Type: Humanoid Saboteur Level: 10 Rank: Soldier Stats: DEX 8, INS 8, MIG 8, WLP 8 Attacks: Poison Vial Special Abilities: Bottled Vigour, Enervating Powder Elemental Affinities: RES: Earth, Fire, Light| VUL: Air, Dark, Ice In-Game Description: A chef of the Creed of Oracles. Master of the Kitchen and Pantry. This guy SUCKS! I don't even mean in combat, he's fine to fight. But as a character, I hate how he can draw you into conflict. There's basically only one way through his conversation tree that doesn't draw you either into combat with him immediately (with reinforcements coming soon after) or up into the Barracks where his friends are. Personally, I prefer to just knock him out ASAP and then sneak up to the hidden passage a few rooms away. Starter Tip: If he manages to poison you, don't forget to use your IP for an Antitote. Poisoned doesn't do damage over times like in some games, instead it saps BOTH your Might and Willpower, so whether it hits a bruiser or a mage, you're in trouble! Ushala, Conduit Traits: Mysterious, Possessed, Sacrificial Type: Demon Mage Level: 10 Rank: Soldier Stats: DEX 10, INS 8, MIG 10, WLP 6 Attacks: Heaven's Light, Heaven's Glory, Heaven's Call Special Abilities: Flying, Pressure Gauge Elemental Affinities: IMM: Light | RES: Physical, Poison | VUL: Dark | Pressure Points: Dagger, Sword In-Game Description: A member of the Creed who temporary gives their body up to be possessed by the spirit of the holy Oracles. So, as far as I know, there's two versions of Ushala you can fight. The above is the "standard" one, which is what happens when the Gem Scene goes the way it almost always does. But I've heard that if you manage to get the gem away from the Draconic Elf safely, then Ushala can become possessed (by who? My theory is Lucena) and then she gets a second, much harder phase. Which is saying something, because even this version of her is NO JOKE. Starter Tip: If you can, hit her with Shaken and Poisoned (the status condition, NOT the damage type). All three of her attacks are based on WLP, so it helps to knock that down as far as possible. Sarithe, Shieldmaiden [NMSRSH] Traits: Courageous, Devout, Charismatic, Armored Type: Humanoid Sentinel Level: 10 Rank: Champion (4) Stats: DEX 8, INS 8, MIG 10, WLP 8 Attacks: Face Me!, Intercepting Javelin Special Abilities: Elemental Shield, Head up, Soldier!, Not this time!, Get behind me!, Strong Will, Honest Heart!, Pressure Gauge Elemental Affinities: IMM: | RES: Light, (Can gain Air, Earth, Fire, Ice) | VUL: Bolt, Dark, Poison | Pressure Points: Flail, Firearm, Spear, Heavy Weapon In-Game Description: A knight in elementally-charged armor, wielding a tower shield and a javelin that hums with power. Despite being fully kitted out in heavy armor, Sarithe's abilities seem designed to make her a strong support character. She keeps her crew safe not only by taking hits for them, but also by healing them, stopping Opportunities (critical hits), and granting them multiple elemental resistances. Starter Tip: Because she has a pressure gauge (from the Armidirge games), she doesn't take extra damage from the elements she's weak against. Instead, if you can hit her six times with something she's vulnerable to (including her pressure point weapon types), she'll get staggered and she loses all of her actions for the rest of the round. Be sure to take advantage of this!! Hosted by Austin Walker (austinwalker.bsky.social) Featuring Ali Acampora (ali-online.bsky.social), Art Martinez-Tebbel (amtebbel.bsky.social), Jack de Quidt (notquitereal.bsky.social), Janine Hawkins (@bleatingheart), Sylvi Bullet (@sylvibullet), Keith J Carberry (@keithjcarberry) and Andrew Lee Swan (swandre3000.bsky.social) Produced by Ali Acampora Music by Jack de Quidt (available on bandcamp) Cover Art by Ben McEntee (https://linktr.ee/benmce.art) With thanks to Amelia Renee, Arthur B., Aster Maragos, Bill Kaszubski, Cassie Jones, Clark, DB, Daniel Laloggia, Diana Crowley, Edwin Adelsberger, Emrys, Greg Cobb, Ian O'Dea, Ian Urbina, Irina A., Jack Shirai, Jake Strang, Katie Diekhaus, Ken George, Konisforce, Kristina Harris Esq, L Tantivy, Lawson Coleman, Mark Conner, Mike & Ruby, Muna A, Nat Knight, Olive Perry, Quinn Pollock, Robert Lasica, Shawn Drape, Shawn Hall, Summer Rose, TeganEden, Thomas Whitney, Voi, chocoube, deepFlaw, fen, & weakmint This episode was made with support from listeners like you! 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It was one of the biggest weeks in the amusement industry in years, and Mike and EB have a ton to cover. First up: D23 - Disney's biannual fan convention, which featured Neil Patrick Harris hosting a full award-show-style presentation packed with 33 announcements about the future of Disney Parks and Experiences. The guys break down the highlights, including a Carousel of Progress refurbishment featuring new voices from Bryan Cranston and Jamie Lee Curtis, a Coco-themed attraction (the IP's first ever), a Magic Kingdom Villains Land finally getting its official name, and Dream Finder and Figment returning to Journey Into Imagination at Epcot. But the biggest surprise of the night: Expedition Everest at Disney's Animal Kingdom will see the return of The Yeti. (HE'S HUGE! HE'S HUGE!) Then it's Quick Hits, where Mike and EB dig into the opening of NightFlight Expedition at Dollywood and the genuinely mixed early reactions — much of it, they argue, coming from riders misunderstanding the ride's intentionally storybook visual style. Plus a live call-in from the base of Top Thrill 2 at Cedar Point, giving listeners a real taste of the launch in action. The back half is a can't-miss exclusive: Silver Dollar City's Director of Content and PR, Joey Thorsen, joins the show fresh off the announcement of Miner's Mountain Express, walking through a full POV narration of the ride, introducing its brand-new skunk and bat mascots, discussing the final year of the beloved Thunderation before it closes in January, breaking down how the new Daredevil Pass connects two previously separated areas of the park, and telling the wild true story of how the ride's real 15-story mining head frame ties back to America's 250th anniversary.
Building active income is great, but how do you create real enterprise value? The group analyzes how life insurance agencies are bought and sold at tech-like multiples. Featuring a deep dive into Patrick Bet-David's $250M sale of PHP to Integrity Marketing, this section breaks down how recurring renewal revenue, proprietary tech IP, and team overrides drive high 10x–15x EBITDA exit valuations.