Podcasts about IP

In this episode, host Josh interviews Afolabi Oyerokun, co-founder of Honu Worldwide, about his journey building successful Amazon brands. Afolabi shares key lessons he'd apply if starting over: focus on innovation, automate processes, and prioritize time for rest and strategic thinking. He emphasizes creating unique products, niching down, and protecting intellectual property through patents and copyrights. Afolabi also discusses using data-driven research for product development and effective listing strategies. The episode offers actionable insights for entrepreneurs aiming to scale and protect their e-commerce businesses.Chapters:Introduction & Guest Background (00:00:00)Josh introduces Afolabi Oyerokun, his background, and achievements in product development and Amazon businesses.Lessons Learned & The Importance of Freedom (00:00:56)Afolabi discusses lessons from his Amazon journey, emphasizing the original goal of freedom and challenges faced.Three Key Takeaways: Innovate, Automate, Rest (00:02:21)Afolabi outlines his three main takeaways: innovate, automate, and allocate more time for thinking and rest.The Power of Innovation & Niching Down (00:04:58)Afolabi explains the importance of innovation, creating unique products, and niching down to dominate categories.Protecting Intellectual Property (00:08:30)Discussion on the necessity of protecting product designs with patents and copyrights, and the types used.Case Study: Copyright Enforcement on Amazon (00:10:24)Afolabi shares a real example of using copyright to remove copycats and restore sales on Amazon.The Value of IP in Brand Exits (00:12:19)Afolabi describes how intellectual property increased the value and appeal of his brands during exit.Finding Design Inspiration & Trend Analysis (00:14:08)Afolabi details how they research trends, combine successful patterns, and create standout product and packaging designs.Product Listing Strategy: Variations vs. Standalone (00:16:20)Afolabi explains their approach to listing products as separate items rather than variations to maximize search visibility.Closing & Future Topics (00:17:11)Josh thanks Afolabi and hints at future discussions on supply chain topics.Links and Mentions:Tools and Websites  "Honu Worldwide": "00:03:00""Data Dive": "00:14:30"Concepts and Ideas  "Innovation": "00:04:58"  "Automation": "00:04:58"  "Thinking Time": "00:04:58"  "Design Patents": "00:08:37"  "Utility Patents": "00:08:37"  "Copyrights": "00:08:37"  "Intellectual Property (IP)": "00:12:19"  Key Takeaways  "Niche Down and Innovate": "00:06:45"  "Protect Your Ideas": "00:08:30"  "Create Unique Designs": "00:14:30"  Notable Quotes  "Your business is in your IP.": "00:12:19"  "If you don't have any IP, you don't have a business.": "00:12:19"Transcript:Josh 00:00:00  Today I'm really excited to introduce you to Afolabi Oyerokun. He is the co-founder of Honu Worldwide and Innovative Product Development, Sourcing and 3PL company based in Pennsylvania. Afolabi has always been a has always been passionate about finding things, haggling and negotiating prices. His obsession with finding good quality products at bargain prices led him to help several seven and eight figure brands increase their profits and scale rapidly by buying smart from Asia and the US. He is behind the successful launches of several multi-million dollar products on Amazon and other retail channels. An entrepreneur at heart, Afolabi owns and has sold a few seven figure private label brands. He loves helping people design, develop and manufacture innovative products. Welcome to the show.Afolabi 00:00:53  Thank you Josh. I'm happy to be here. I'm excited.Josh 00:00:56  You know, if you were to restart on Amazon, which I think that's what you're doing now, is you're creating some new brands and launching them on Amazon. What are some of those lessons, actionable takeaways that you can give to other sellers to say, hey, here are the challenges that we faced at different points in the business, that I'm going to make sure that we don't go through these same challenges again in the future.Josh 00:01:20  If you wouldn't mind breaking some of those lessons learned for us. Breaking it down.Afolabi 00:01:25  I'm going to, if I were to start all over again, I'm also going to weave some stories and past experiences into it. So when somebody goes into E-comm, you're starting your e-commerce or you're starting your Amazon business. Sometimes we forget the reason why we started in the first place. We forget the reason why we quit our jobs and we went into e-commerce. For me, my main driver was freedom. I wanted freedom, I wanted to be. I wanted to be able to control my time. I wanted to be able to be there for my family any day, any time. I wanted to be able to take off. If I want to take off, I want to take off, you know? Yeah. So you start this e-com business and you're married to it. You know, you're you're you're waking up 3 a.m. in the morning. You're, you know, you're sleeping late at night. So eventually it defeats the purpose of why you started in the first place.Afolabi 00:02:21  So we found ourselves caught up in all those things. You know, me and my business partner, we would fight each other. You know why? Why? You know why are we running out of stock? I'm like, I didn't know that product was going to run out of stock, you know? You know, we didn't have a good system in place and we didn't have the freedom or anything. So going back now, looking back to where we came from to now, there are three things I'm going to do differently this time. First, I'm going to innovate. Second, I'm going to automate. Third, I'm going to have a lot of free time to think. Because for me, I believe that thinking time is a very creative time. I believe that your rest time is very important. People ask me, you know, you know, jokingly, maybe I'm speaking to Norm, I mean, Norm. You know, there's my business partner on you. You know, he picks, you know, he picks up on me a lot.Afolabi 00:03:19  He's like, hey, I love you. What did you do this weekend? I'm like, no, I did nothing. I just sat on my couch and I was watching soccer all day. I was not doing nothing. You know, sometimes he calls me. I said, I'm going to stop disturbing me. I'm on the field with my son. We're playing soccer here. Please. You know. Yeah.Josh 00:03:41  So, yeah.Afolabi 00:03:42  Freedom. Time to spend time with your loved one is very important. So I'll make sure that this time I automate so that I can free up myself to do whatever I want whenever I wanted to do it. I don't want anything just pressuring me down all the time. Because when I'm thinking I'm creating things that are so valuable in my rest time. Yeah, I could be sitting on a lounge. I mean, on a on a on a recliner. And you, you know, you when you're relaxed, when your mind is at rest, you so many creative ideas come to you and you can look into your business and, and actually spot all the things you are doing wrong when you're in a relaxed mode, you know?Josh 00:04:26  Yeah.Josh 00:04:27  So you're you're kind of three takeaways then, right? If you were to restart would be to innovate, automate and then have more time for thinking and just downtime in general. Right. So...

In 1991 Video System released what is undeniably the best three-player vertical arcade shooter that retrofits Lamborghinis into flying vehicles that fight a giant Lexus in space - and 35 years later we're talking about it. Now get your butt in the Diablo(on) as we launch Turbo Force! With its blood selling for $60k per gallon is Turbo Force's giant horseshoe crab the most valuable boss in an arcade game? Does "C" stand for "Canada," "controversy," or "curling"? Did we have the opportunity to buy a famed arcade gaming IP and miss it? Is this the ultimate 90s Trapper Keeper game come to life? We get into the Olympics spirit by - in what may be a Podouken first - all picking the same winter sport to make into an arcade game. We also broadcast our favorite arcade announcers, explore our work ethic by answering if we just hang at the arcade business we own, and what rare games we would refuse to put out for public play. Join the Podouken Discord and ask your own questions that could be included in a future episode: discord.gg/k5vf2Jz You can also like, comment, and subscribe to our YouTube channel where we post our listener question segments and additional content: https://www.youtube.com/@podoukenpodcast2716.

F@@@ YOU LINDA!!!!Today, the guys got together to talk about Sam Raimi's triumphant return to R-rated horror...Send Help. A refreshing original story. Not based off of any IP or any kind of existing toxic fandom to bring it down. But how did the guys feel about it? No, wait...how did Adrian feel about it? Oh god!!! I just realized that they are talking about Sam Raimi!!! Buckle in for Adrians glaze machine!Click here to send us a message! If you would please go follow us on all the socials? We would love you all forever...in a friend way...don't be weird!!!Please go rate and review us anywhere you get your podcastsPatreon: https://www.patreon.com/CultureShockedPodcastTwitter/X: https://www.twitter.com/cspodcast21TikTok: https://www.tiktok.com/@cspodcast21?lang=enFacebook: https://www.facebook.com/cultureshockedpodInstagram: https://www.instagram.com/cultureshocked21YouTube: https://www.youtube.com/cultureshocked21Website: https://cultureshocked.buzzsprout.com/

Send a textWe talk about the triumphant first season of KNIGHT OF THE SEVEN KINGDOMS, and connect it to WONDER MAN and ANDOR to create the current trend of streaming IP seemingly designed to appeal to people that don't really like that IP.

The modern automotive industry faces many new challenges, as vehicles evolve with more complex data requirements and supply chains become increasingly interconnected, major Original Equipment Manufacturers (OEMs) require certain Standards as a mark of trust from potential suppliers. Currently, this trust is codified in TISAX (Trusted Information Security Assessment Exchange). For businesses that have not previously dealt with Standards, TISAX can be seen as a daunting regulatory hurdle. However, a TISAX label is more than a compliance check, it's a recognised mark that your organisation has robust information security measures in place specific to the automotive industry, including considerations for protecting key intellectual property and prototype innovations. In this episode, Ian Battersby is joined by Emma Coxhill, isologist at Blackmores, to explore what TISAX is, who it applies to, what it requires and how OEM's and automotive suppliers can take their first steps towards earning a TISAX label.   You'll learn ·      What is TISAX? ·      Who is TISAX applicable to? ·      Why is TISAX important? ·      What are the 3 assessment levels within TISAX? ·      What are the 3 different subject areas within TISAX? ·      How is TISAX implemented? ·      Why does TISAX use labels instead of certificates – and how can people verify these? ·      What is the ENX portal and how does this help with supplier onboarding? ·      Where should companies start if they want to earn a TISAX label?   Resources ·      Register for our TISAX webinar here ·      ENX ·      Isologyhub   In this episode, we talk about: [02:05] Episode Summary – Emma Coxhill joins Ian to dive into the topic of TISAX, including who it's applicable to, why it's important and how businesses can make a start on earning a TISAX label. [03:40] What is TISAX? TISAX was developed for the automotive industry by the German Association of the Automotive Industry, VDA, and it's managed by the ENX Association. It's based on the ISO 27001 Annex A controls, and was created for the automotive industry because they were looking to standardise the framework for assessing and sharing information security results between manufacturers and their suppliers. [04:40] Who is TISAX applicable to? While applicable to the automotive industry, it encompasses quite a lot of businesses within this. This is because is applies to any organisation that handles sensitive data relating to vehicle development, manufacture and marketing. So, this can include any company providing car parts, vehicle software, cloud services, testing labs, engineering etc. Basically, any service providers to OEMs (original equipment manufacturers) will be applicable. TISAX can also be applicable for those dealing with automotive related events, marketing and photography, as new models are protected IP and will require related business to prove that they have the correct security requirements to ensure any potential prototypes are protected. [06:50] Why is TISAX important? Mainly, it gives the automotive industry a trusted, standardised way to ensure information security across the entire supply chain. Without it, the OEMs and suppliers can conduct their own audits, but it'll be their own interpretations or what is considered an adequate level of security. The industry saw this as an open door to chaos, so TISAX was created to protect highly confidential automotive information and support compliance with relevant data protection laws. However, now it's not so much a 'nice to have' Standard as it is a requirement to trade, especially within Europe. It's fast becoming a tender requirement, and many OEMs won't make it past the procurement process without a valid TISAX label. The ENX portal, where labels are registered, can also help speed up the on-boarding process. So, the whole TISAX system has been built for ease of access to help manufacturers choose suppliers that prioritise information security. [09:00] What's the consequence of not having a TISAX label? A loss of opportunities. Those within the automotive industry that don't have a valid label will be seen as a security risk, leaving them at a competitive disadvantage. [10:30] What are the 3 levels within TISAX? Unlike ISO 27001, TISAX has levels that depend on the level of data sensitivity that you're dealing with. Level 1: Self-assessment – Considered as 'normal risk' with general processing of data. Level 2: Remote Audit – Applicable to those dealing with confidential information such as design documents or internal projects. This requires both a self-assessment and an audit. Level 3: On-site Assessment – Highly confidential information, so this applies to those dealing with sensitive research, development information or prototype data etc. This requires a physical on-site assessment, as the qualified TISAX auditor will need to ensure that you have the appropriate physical security measures in place. Most businesses will require level 2, but if you're looking to work with high-spec OEMs, then level 3 is more desirable. [12:00] What are the 3 subject areas within TISAX? The 3 main areas are as follows: Information Security: This covers general information security controls such as relevant policies, access controls, risk management, incident handling and secure operations. Prototype Protection: This focuses on safeguarding physical and digital prototypes, design data, test vehicles and confidential development information. Data Protection: This ensures proper handling of personal data in line with legal requirements such as GDPR. If you're just doing a self-assessment, you can pick the areas which are most relevant to you. If you've been requested to earn a TISAX label, they will usually provide you with their preference on subject areas. Many will opt to take information security, but data protection is also quite common. The prototype section is more specialist and not applicable to all businesses. [14:00] How is TISAX implemented? There are a few stages to gaining a TISAX label: Awareness – Learn the requirements for TISAX and planning for the project ahead. This may include asking your clients about what they expect of your from an information security perspective and working out costs for assessments and any additional support. The ENX website has a lot of really useful info, including a handbook and a copy of the self-assessment. Preparation – This is where you need to complete your TISAX scope and register yourself on the ENX portal. Your scope needs to specify your selected level (1,2 or 3) and the subject areas you'll be focusing on. You also need to include the locations within scope, which have to be listed one by one (not simply 'all offices in the UK' for example). Self-Assessment – The template for this can be downloaded from the ENX website. This is essentially a Gap Analysis that grades your current level of compliance with the TISAX requirements. It includes a scoring mechanism, where you'll be aiming to get a 2.71, as that's the pass rate. This self-assessment will highlight what gaps you need to fill before going ahead with an external assessment. Implementation – This is where you will bridge those gaps highlighted in the Self-assessment. This will involve creating the required documentation requested by TISAX and updating existing systems to align with requirements. Before going ahead with external assessments, we highly recommend you conduct some internal audits to ensure you're ready. External Assessment – Whether this is remote or on-site, you need an official TISAX auditor to perform the assessment. A list of approved TISAX auditors is available on the ENX portal, we recommend getting a few quotes to get the best price. We also recommend requesting a kick-off meeting so you can have a chat with your auditor about the requirements and how they'd like to review the required evidence of compliance. The Assessments are similar to that of an ISO certification, it's broken down into 2 segments. One is a document/evidence review and the other is done with both parties present to go through their findings, review further evidence and to question any gaps found. Again, similar to ISO, you may receive either minor non-conformities, non-conformities, opportunities for improvement or observations in their final report. If you get any non-conformities, you'll need to provide an action plan within 2 weeks following from your assessment to address them. You will then be allowed a few months to implement the corrections, which will be reviewed and approved by the auditor before receiving your label. If you only received opportunities for improvement then you'll get a label straight away. [20:40] Why does TISAX use labels instead of certificates – and how can people verify these? Taking ISO 27001 as a comparison, that certification has a blanket framework that can apply to every business. While you can exclude small bits, the vast majority applies to everyone. TISAX is more scaled based on the level of security you're dealing with. Businesses can pick both different levels and different subject areas for their Label. Another key difference is that Labels can only be verified through the ENX portal, this is where other TISAX clients can see who has what Label, including the details of level and selected subject areas. Business can still chose to state TISAX compliance on their website, but the details regarding the level of compliance only need to be seen be relevant individuals. [22:05] What is the ENX portal and how does this help with supplier onboarding? The ENX portal is accessible through the ENX website. It does require a fee to make an account, but this is where everything related to TISAX is managed. This is where you will upload your scope and findings and it's where Labels are assigned and documented for suppliers to search for. There are options for how much information you want to disclose within those public searches, allowing you to select the need for contacting for further information. The ENX portal can help massively in reducing the amount of supplier questionnaires you need to fill in, as those looking for automotive suppliers will simply look up your TISAX Label to verify if you have the required level of security to continue with the procurement process. [24:50] Where should companies start if they want to earn a TISAX label? If you're just diving in, we recommend you do some research first to fully understand what you're expected to do to earn a Label and how much the process will cost. Next you'll need to define your scope, so look at what sites need to be included and identify relevant client requirements in relation to TISAX. This is to ensure you're going for the right Level and subject areas. Next evaluate your internal resource for the project and related budget. As mentioned, you will need to pay to register on the ENX portal and you need to consider Assessment costs and any additional support costs should you need consultancy services. You'll also need to assign individuals to manage the project, which will include completing the self-assessment, updating your policies, procedures and documentation to align with the requirements and possibly conduct training if required. This isn't a 2 week project, realistic timescales will vary, but generally if you're starting from scratch you're looking at 9-12 months. If you have ISO 27001 in place already this could be reduced to 6-8 months. As with anything Standard related, leadership commitment is a big factor as you'll need their help and support to ensure the projects success. If you need additional help, reach out to consultants such as Blackmores to help guide you through the process.   [28:05] Upcoming TISAX Webinar – Join us on the 18th March 2026 at 2pm for a webinar where we'll dive into TISAX further and provide practical guidance on how to complete the VDA Self-Assessment. Attendees will also get access to some freebies. So don't delay, register your place here today. We'd love to hear your views and comments about the ISO Show, here's how: ●     Share the ISO Show on Twitter or Linkedin ●     Leave an honest review on iTunes or Soundcloud. Your ratings and reviews really help and we read each one. Subscribe to keep up-to-date with our latest episodes: Stitcher | Spotify | YouTube |iTunes | Soundcloud | Mailing List

In 1991 Video System released what is undeniably the best three-player vertical arcade shooter that retrofits Lamborghinis into flying vehicles that fight a giant Lexus in space - and 35 years later we're talking about it. Now get your butt in the Diablo(on) as we launch Turbo Force! With its blood selling for $60k per gallon is Turbo Force's giant horseshoe crab the most valuable boss in an arcade game? Does "C" stand for "Canada," "controversy," or "curling"? Did we have the opportunity to buy a famed arcade gaming IP and miss it? Is this the ultimate 90s Trapper Keeper game come to life? We get into the Olympics spirit by - in what may be a Podouken first - all picking the same winter sport to make into an arcade game. We also broadcast our favorite arcade announcers, explore our work ethic by answering if we just hang at the arcade business we own, and what rare games we would refuse to put out for public play. Join the Podouken Discord and ask your own questions that could be included in a future episode: discord.gg/k5vf2Jz You can also like, comment, and subscribe to our YouTube channel where we post our listener question segments and additional content: https://www.youtube.com/@podoukenpodcast2716.

Episoden kan inneholde målrettet reklame, basert på din IP-adresse, enhet og posisjon. Se smartpod.no/personvern for informasjon og dine valg om deling av data.

Artificial intelligence has been raising foundational questions for patent law long before generative tools entered the mainstream. In this episode of Clause 8, host Eli Mazour speaks with Wen Xie, U.S. Patent Attorney and Founder of Lux Lumen Intellectual Property, about how legal thinking around AI, inventorship, and patent eligibility has evolved—and where it appears to be heading.The conversation traces early debates sparked by the DABUS cases, which framed AI inventorship as a question of whether a machine could be named as an inventor. While those cases clarified that U.S. patent law requires a human inventor, they also highlighted a more practical issue that remains unresolved: how to evaluate human contribution when AI tools play a role in the inventive process, including in areas such as industrial design.The episode also examines the USPTO's shifting approach to AI-related inventions, from post-Alice uncertainty to more recent Section 101 guidance and new USPTO Director's John Squires Ex parte Desjardins PTAB decision. Wen discusses how applicants can position AI inventions as genuine technological improvements, avoid overreliance on “black box” disclosures, and manage Section 112 risks.The discussion concludes with a forward-looking look at using AI tools for patent practice, the USPTO's new pilot for AI-powered pre-examination search, and what these developments mean for practitioners and innovators navigating a rapidly changing IP landscape.Watch the full episode or listen on your favorite podcast app—and subscribe to the new Clause 8 YouTube channel for bonus content.Presented by Tradespace – where ideas take flight.Chapters00:01 – Wen Xie's early interest in AI and patent law02:10 – AI disruption before ChatGPT: imaging, medicine, and automation04:56 – How AI reshaped Wen's legal career05:55 – DABUS, Thaler, and the AI inventorship debate08:56 – Human contribution vs. AI output10:40 – Should companies restrict inventors from using AI?11:59 – What in-house counsel should ask about AI use14:20 – Duty of candor, recordkeeping, and litigation risk18:06 – Section 101 and AI as technological improvement22:50 – USPTO guidance, PTAB trends, and examiner behavior32:01 – Section 112 issues and describing machine learning33:40 – Using generative AI in patent drafting39:40 – Advice for junior attorneys in an AI-driven practiceDisclaimer This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.voiceofip.com

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Wade Sutton, a PwC principal who leads the International Tax Team in PwC's Washington National Tax Services Practice and previously served as Deputy International Tax Counsel at the US Department of the Treasury. Doug and Wade discuss late-2025 Treasury and IRS guidance implementing cross-border provisions in the One Big Beautiful Bill Act (OBBBA), focusing on transition and compliance mechanics that surface on 2025 returns. They walk through Notice 2025-72 (CFC year-end conformity and short-period foreign tax allocation), Notice 2025-75 (final-year coordination of the 'hot potato' rule with Section 951A(2)(B) as the regime shifts to pro rata attribution), Notice 2025-77 (a 10% foreign tax credit haircut for taxes tied to certain previously taxed distributions), and Notice 2025-78 (limits on deduction-eligible export income for certain property and IP sales). They close with downstream interactions (especially CAMT and loss/FTC limitations) and how Pillar Two 'side-by-side' dynamics may influence structuring.

Hey #CleanFreaks, pop quiz: When's the last time you washed your hands on the clean side, and should you have? On this episode of "On Pathogens & PPE," host Jill Holdsworth, co-host Rebecca Alvino, and special guests Ebow Holdbrook-Smith and Ivan Gowe dive into the gray areas of when, where, and how SPD staff should be performing hand hygiene. From identifying the critical transition points where hands need to be cleaned to understanding why your decontam sink is off-limits for handwashing, these IP experts tackle what's missing in current guidance and how to build better hand hygiene practices into your workflow. So grab your hand sanitizer and tune in—because keeping your hands clean keeps everyone safe! Over the next 12 weeks, Jill and special guests from across the industry will team up to share actionable strategies for fighting pathogens while building stronger partnerships between Sterile Processing and Infection Prevention teams. Whether you're in SPD, IP, or both—this series is designed to empower you and your team with the knowledge and tools that make a real difference! New episodes of On Pathogens & PPE will release each Tuesday on all Beyond Clean & Transmission Control channels. A special thanks to our Year 2 sponsor, Healthmark, A Getinge Company, for making this series possible. #BeyondClean #TransmissionControl #Healthmark #Getinge #OnPathogensAndPPE #SterileProcessing #InfectionPrevention #Podcast #HandHygiene *Disclaimer: The views provided by hosts and guests on this series do not represent any employer, company, or third party, and are solely that of the individuals themselves.

In this episode of Next in Media, Mike Shields sits down with Leanne Perice, founder and CEO of Made by All, one of the creator economy's most distinctive talent management firms. Leanne shares how she built the company from the ground up over nine years, starting with a single $1,000 deal in 2014 and growing it into a global powerhouse that doubles revenue year over year. She explains how her early career at a celebrity endorsement agency gave her the blueprint for what great talent management looks like, and how she applied those lessons to an entirely new generation of digital creators. From signing Vine stars before the term 'creator economy' even existed, to opening a new office in Dubai, Leanne has built Made by All on the belief that creators deserve the same strategic investment as Hollywood's biggest names. Leanne also introduces her framework DASI (Distribution, Attention, Storytelling, and Impact) to explain what creators truly offer brands, and why so many marketers are still only tapping into the first letter. She opens up about the CMO turnover crisis slowing momentum in the creator space, why she launched Made by Us as a social storytelling studio, and why she believes YouTube's long-form monetization is the best opportunity in the market right now. She also gives her take on platforms like YouTube and TikTok brokering brand deals directly, the collision of Hollywood and Silicon Valley financial models, and what brands still get wrong about building a presence on social media. This episode is a must-listen for anyone at the intersection of media, marketing, and the creator economy.   Key Highlights

"If you're not first, you're last!" This week on IP Goes Pop!®, co-hosts Michael Snyder and Joseph Gushue chase down "IP firsts" and explain why these origin stories still matter to creators, brands, and inventors today.  The episode opens with our hosts' personal firsts (early movie-theater memories, ticket-counter hijinks). Then the discussion shifts to media milestones, including the first televised commercial during a live sports broadcast, the first laugh track, and the first prime-time animated series. Moving from the screen to intellectual property firsts. Michael and Joe explain how the early United States patent system looks nothing like what we know today,  how the Supreme Court invalidated the first trademark granted, which led to a reboot of the whole trademark system. Finally, they look in their own backyard of Philadelphia for "copyright firsts," with the 1790 copyright registration for the Philadelphia Spelling Book.  This episode of IP "firsts" isn't just a collection of fun facts. Knowing the roots of intellectual property helps with understanding how ideas and designs are protected today. The episode explains the rules that guide the IP process, why they changed, and what that means when you're protecting a brand, a product, or a creative work today. What will your IP protection "first" be? For full show notes and to explore more episodes, please visit www.vklaw.com/newsroom-podcasts. Key Moments: (01:45) Pop Culture Firsts: First Movie Theater Memory (03:45) First "Adult" Movie + Rating History  (06:45) First TV Commercial (09:39) First Laugh Track on TV (12:08) First Primetime Animated TV Show (14:50) Patent Firsts and Early U.S. Patent System (19:20) Patent Office Fire + Patent Numbering Begins (20:10) First U.S. Patent(s) (24:15) Trademark Firsts (27:16) Oldest Still-Active Trademark Mentioned   (29:10) Copyright Firsts + International "Piracy" Problem (32:05) Final Thoughts  

Booming arrivals, stubborn humidity – but dull and overpriced? Synopsis: On Wednesdays, The Straits Times takes a hard look at Singapore's social issues of the day with guests. Singapore’s tourism pitch is not just about selling its picture-perfect skyline; it’s also about showcasing its rich multiculturalism, leaning into its talent in hosting world-class events, and taking visitors on a journey to discover how a young nation is defining its own identity. In this episode, senior columnist Tan Dawn Wei speaks with Ms Jean Ng, assistant chief executive of Experience Development at the Singapore Tourism Board, and Mr Matin Mohdari, head of Public Policy for Southeast and South Asia at online travel company Expedia Group about Chinese traveller sentiment, events as demand drivers, cooling the city, and how AI could reshape tourism by 2040. They unpack Singapore's 2025 performance, why “hot, boring, expensive” perceptions among some Chinese travellers matter, and how STB is adjusting for younger, social-media-led free-and-easy visitors through partnerships, IP, and precinct storytelling. The conversation also looks at practical ways to soften the tropical heat, what Singapore offers versus rival Asian cities, and the balance between premium experiences and everyday affordability. Finally, they explore Tourism 2040 – the roadmap to hitting between $47 and $50 billion in tourism receipts by then – and how AI can boost productivity behind the scenes, while keeping the human stories that make a place emotionally resonant. Highlights (click/tap above): 2:54 “Too hot, too boring, too expensive” 13:14 Singapore can’t change its climate, but it can make the outdoor experience more enjoyable 16:54 Singapore’s edge over other Asian cities 24:48 Going after “quality tourism” in Singapore’s Tourism 2040 roadmap 38:10 What Singapore needs to loosen control over, to be emotionally resonant Read more: https://str.sg/okfhy Read ST’s Opinion section: https://str.sg/w7sH Read Dawn's columns: https://str.sg/3xR7 Host: Tan Dawn Wei (dawntan@sph.com.sg) Produced and edited by: Hadyu Rahim Executive producers: Ernest Luis & Lynda Hong Follow In Your Opinion Podcast here and get notified for new episode drops: Channel: https://str.sg/w7Qt Apple Podcasts: https://str.sg/wukb Spotify: https://str.sg/w7sV Feedback to: podcast@sph.com.sg SPH Awedio app: https://www.awedio.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts The Usual Place Podcast YouTube: https://str.sg/theusualplacepodcast --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #inyouropinionSee omnystudio.com/listener for privacy information.

DeCarbon Air explains how protected IP, decentralized infrastructure, and post-quantum security are becoming essential drivers of enterprise valuation. Through strategic advisory and forward-looking planning, the company helps organizations build resilient, scalable systems, enhance investor confidence, and future-proof operations in an AI and quantum-driven technological landscape. DeCarbon Air LLC City: Baltimore Address: 1621 Cole Street, Baltimore, MD 21223 Website: https://decarbon-air.com/

Atle, Henning og Stein oppsummerer testingen i Bahrain - hvordan ser styrkeforholdet ut før sesongstart - vi gir deg rangeringen slik vi ser den. Denne uken starter også IndyCar-sesongen for Dennis Hauger - hva kan vi forvente oss? Episoden kan inneholde målrettet reklame, basert på din IP-adresse, enhet og posisjon. Se smartpod.no/personvern for informasjon og dine valg om deling av data.

Det er dagen før den store fotballkampen i Italia, og vi prøver å finne ut av hvor mye Italienerne kan om Norge. Truls Svendsen forteller oss om sine skjulte atletiske talenter. En av de største seriene fra 90-tallet kommer trolig tilbake, kanskje vi endelig får svar på om det finnes utenomjordisk liv.  Episoden kan inneholde målrettet reklame, basert på din IP-adresse, enhet og posisjon. Se smartpod.no/personvern for informasjon og dine valg om deling av data.

Het gebouw verzakt, het contract loopt af, en 160 servers moeten naar een nieuw thuis. Twee datacentra tegelijk verhuizen — met een team van vrijwilligers. Welkom bij ColoClue. Netwerkvereniging ColoClue is een coöperatieve colocatievereniging: een club van zo'n 250 leden die samen serverruimte huren in professionele datacentra en daar hun eigen hardware ophangen. Geen SLA's, geen commerciële dienst — maar wel een eigen netwerk (AS8283), verbindingen met meerdere internet exchanges en een indrukwekkende hoeveelheid veteranen uit de internetbranche. Bestuurslid Tjerk Jan Vonk en medeoprichter Niels Raijer vertellen over de dubbele datacenterverhuizing die deze zomer op het programma staat. Van EU Networks (het pand verzakt) en Cupra naar Iron Mountain in Haarlem en NorthC in Amsterdam. Daarnaast: een nieuw remote rack in Enschede, een partnerschap met AMS-IX via de Bright Networks Club, en Randals zoektocht om twee servers op één colocatieplek te hangen zonder dubbel te betalen. Over Tjerk Jan Vonk Tjerk Jan Vonk is freelance netwerkarchitect en sinds april 2024 bestuurslid bij ColoClue, waar hij de dubbele datacentermigratie leidt. Hij heeft eerder bij Equinix Enschede gewerkt en studeerde aan Saxion Hogeschool. LinkedIn: https://www.linkedin.com/in/tjerk-jan-vonk-6171b638/ Website: https://decramy.nl Over Niels Raijer Niels Raijer is CTO en oprichter van Fusix Networks en medeoprichter van ColoClue. Met 25+ jaar ervaring in IP-networking is hij ook vice-voorzitter van NLNOG en voorzitter van de Route Server Support Foundation. LinkedIn: https://www.linkedin.com/in/niels-raijer-733156/ Website: https://www.fusix.nl In deze aflevering 0:00:00 Een verzakkend datacenter en een aflopend contract — de aanleiding0:05:30 EU Networks sluit de deuren: wat nu met negen racks vol servers?0:09:00 250 leden, 160 servers: de schaal van ColoClue in perspectief0:11:30 Eén of twee datacentra? De ledenbevraging en de beslisboom0:20:00 Iron Mountain en NorthC: hoe kies je een nieuw datacenter?0:25:00 Verrassing: ColoClue opent een remote rack in Enschede0:29:00 ColoClue punches above its weight — professioneler dan het mag zijn0:37:00 Wenspakketje: PDU's, crossconnects en de grote Excel-sheet0:44:30 De verhuisplanning: mei en juli, met busjes vol oud ijzer0:47:00 Harde schijven, RAID-configuraties en de angst voor nevenschade0:55:00 Connectiviteit regelen: Fusics, AMS-IX en de Bright Networks Club1:03:00 IPv4-schaarste, IPv6-dromen en Odido-frustratie1:09:00 Oproep: ColoClue zoekt vrijwilligers voor de netwerkcommissie1:11:00 Randals twee-server-dilemma: ducttape of dubbel betalen? Genoemd in deze aflevering ColoClue — https://coloclue.net Fusix Networks — https://www.fusix.nl AMS-IX / Bright Networks Club NorthC Datacenters Iron Mountain (voorheen InfoSwitch, via Leaseweb) Nikhef Soleus (VPS-vereniging) Immich (open source foto-oplossing) Tips van de tafel Tjerk Jan: Lees je SMART-values uit om harde schijven in de gaten te houden voordat ze stuk gaan. Randal: Gebruik een rotatiebackupschema (dagelijks/wekelijks/maandelijks) én bewaar backups op een andere locatie. Annelies: Druk je favoriete foto's ook fysiek af — digitale backups zijn niet het hele verhaal. See omnystudio.com/listener for privacy information.

Cold storage is literally the modern equivalent of Back to the future, Toy soldiers and Flight of the navigator. It is a silly, light hearted action horror comedy. It's peppere with little quirky details, deceptively simple characters and the kind if easily digestible thrills that everyone could enjoy. But this movie is tanking, and we are to blame. Audiences don't care about smaller, non-IP movies anymore. as much as we cry out for mid budget, clever original movies, whenever one is released we completely ignore it. It's all pearls befor swine.

Netflix's “KPop Demon Hunters” wasn't just one of the biggest movies of 2025; it was Netflix's most popular title — movie or show — ever. Four songs from the film's soundtrack also simultaneously cracked the top 10 on Billboard's Hot 100 list, a first for a movie soundtrack. Now, it's up for two Oscars at this year's Academy Awards: Best Animated Feature and Best Original Song.  For directors Chris Appelhans and Maggie Kang, the megahit is also a celebration of Korean culture. Kara, Chris and Maggie talk about the ways Maggie drew on her Korean heritage to expand the scope of the film, why the hit song “Golden” was so hard to write, and how they were able to make an original film at a time when studios are mostly looking to recycle IP. They also talk about the future of the animation industry amid the threat of A.I. and what's in store for the much anticipated “KPop Demon Hunters” sequel.  Questions? Comments? Email us at on@voxmedia.com or find us on YouTube, Instagram, TikTok, Threads, and Bluesky @onwithkaraswisher. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this podcast episode, Trent and Matt discuss Oregon's proposed initiative IP 28 (also referred to as the PEACE Act), which would remove longstanding exemptions in Oregon animal cruelty laws for lawful activities involving animals. They say current exemptions include farming, ranching, hunting, fishing, animal husbandry, pest control, and veterinary care, and argue that removing them could open the door to targeting or restricting those activities, ultimately threatening hunting and fishing and potentially impacting ranching, small-scale livestock ownership, pest control, and even pet training practices. One host shares how he first learned about it when his father—who follows politics but isn't a hunter—called from Nebraska after seeing news about the measure. The conversation broadens into concerns about political polarization, people making decisions based on emotion rather than facts, and the difficulty of having respectful discourse in the current media and social media environment. They discuss how fear and anger are amplified by 24-hour news and algorithms, including anecdotes about targeted advertising and device listening, and one host mentions hearing credible claims that phones and vehicle systems can be used for surveillance even when a phone appears off. The hosts also reference recent divisive events and reactions, including the assassination of Charlie Kirk and polarized perspectives around ICE-related incidents, emphasizing nuance and the need for middle-ground thinking. Finally, they talk about how brands and platform owners should decide when and how to take public stances, using a story from Benchmade: Oregon City Police had firearms destroyed at the company, a photo of gun cutting went viral, and subsequent scrutiny of political donations sparked backlash; the host describes internal impacts including threats to employees and his family, while noting the business did not experience a catastrophic drop in demand. The episode ends with a call to research issues, base opinions on facts, listen to opposing perspectives, and speak up for causes rather than staying neutral out of fear.    

Episode 187 features an insightful conversation with Joel Kocher, CEO of Humann. Joel talks about his entrepreneurial journey from being an executive at Dell Computers to founding Humann. He discusses the IP that was licensed from the University of Texas to launch Humann and how important cardiovascular health is and why he is so passionate about it. Learn more at https://humann.com/Podcast music by www.bensound.com

In today's episode, the crew sits down and opens the mailbag to talk about The Captives of Dolagan module kickstarting soon as well as talk about a listener question regarding IP in TTRPGs.In this episode, you'll discover:Our thoughts on The Captives of DolaganSideways the ttrpgWhether you could make a Severence ttrpgJoining us is host Nick Perron in conversation with Shade, Franco, and Rio. Together, they bring their combined 75 years of ttrpg hobby experience to bear to answer your questions and talk about this hobby we love.LINKS!→ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Tabletopped's website⁠⁠⁠⁠⁠⁠⁠⁠⁠→ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠→ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠→ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check us out on ⁠⁠⁠⁠⁠⁠⁠⁠⁠Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠! We have a new monthly pod as well as behind the scenes clips that you can get on a secret Spotify feed! We will also be dropping some more treats from time to time!Theme music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Mitch Poulin⁠⁠⁠⁠⁠⁠⁠⁠⁠ Support and Subscribe to the Podcast!

What would it look like if Monsters, humans, and sushi could coexist in perfect harmony?This week on Idiot's Guide to Imagineering, Kaity is joined by Stephen and Jenny to bring Harryhausen's, a likely addition to the upcoming Monstropolis land at Hollywood Studios, to life. From sleek, modern design and immersive details inspired by the movie, to both quick-service and omakase-style options, we explore how Imagineering transforms a beloved IP into a believable, unforgettable experience for guests of all ages.Along the way, we dive into why attention to detail matters more than most realize, how subtle touches build immersion, and what it takes to design a space that feels authentically “Monsters Inc.” while still functioning in the real world. This isn't just about creating a restaurant; it's about designing a story you can eat.From signature sushi rolls to character-inspired desserts, Harryhausen's is all about combining whimsy, sophistication, and Disney magic in a way that feels both approachable and extraordinary.Plus, character brunch ideas, clever quick-service hacks, and a peek at what it might feel like to dine with Mike, Sully, and the gang in Hollywood Studios.Don't forget to check us out on Instagram!

IP prevé normalización industrial el martes tras caída de “El Mencho”México pagará menos aranceles a EU: Marcelo EbrardEdomex pone su Banco de Tejidos al servicio de niños con cáncerMás información en nuestro Podcast

ABOUT THE EPISODE --Dan and Don RETURN to Reel Therapy to discuss the first season of "A Knight of the Seven Kingdoms" by HBO Max. Is it a return to form for "Game of Thrones" or are we wishing that they bury the IP like a rotting corpse? We discuss that and more plus stick around for the end to hear Daniel and Donavon reminisce about Bioware's "Mass Effect".TABLE OF CONTENTS --00:00:00 - About the Episode00:00:40 - Greetings00:04:48 - A Knight of the Seven Kingdoms - Season One Overview00:38:25 - Before We GoABOUT THE SHOW - A Knight of the Seven Kingdoms --Set nearly a century before the events of Game of Thrones, A Knight of the Seven Kingdoms follows the adventures of Ser Duncan the Tall (“Dunk”) and his young squire, Egg. Based on George R.R. Martin's Tales of Dunk and Egg novellas, the series trades sprawling wars for intimate character-driven storytelling, exploring honor, loyalty, and political intrigue across the Seven Kingdoms. As Dunk and Egg journey from tourneys to courtly conflicts, their bond is tested against the quiet tensions brewing in Westeros long before dragons return to the skies.FIND US --For everything Reel Therapy and 241 Studios, check out our website:LINK: https://www.241studios.com/Follow us on:Instagram: @reeltherapy_podcastFacebook: https://www.facebook.com/reeltherapypodTikTok: @reeltherapy_pod

Is Disney food actually an attraction?We started with a click-baity article promising “100+ new restaurants”… and instead used it as a jumping-off point for a deeper conversation about how Disney designs dining experiences — and why food might be just as important as rides.From Porto's and the Downtown Disney steakhouse concept to cruise ship rotational dining and the new signature restaurant in Disneyland Paris, we're not doing a news rundown — we're talking about what it all means for how we plan Disney trips.Along the way we ask:✨ Do we plan park days around dining reservations?✨ Why does Disney partner with celebrity chefs?✨ Is cruise ship dining all about IP because the ship is the theme park?✨ Why is Paris able to treat food as the main attraction while the U.S. rushes to the next Lightning Lane?✨ Could you do a full Disney trip with food as the focus and skip the rides?We also kick things off with a fun question:Which celebrity chef would you bring to Disney — and where would you put them?

Send a textA peach-forward cocktail in hand, we jump straight into the week's biggest Disney shifts and rumors with zero fluff. Josh D'Amaro steps further into the spotlight while Dana Walden steers studios and streaming, and we break down what that likely means for parks, films, and timelines. If you've wondered whether “safe choice” can still deliver bold parks, we make the case for steady hands, clear priorities, and smarter sequencing after the stop-start era of Galaxy's Edge and Tron.From there, it's all gas: Dinosaur's days are done, Villains Land gets louder in the rumor mill, and permits hint at an indoor story coaster paired with a family dark ride wrapped in conjured Art Nouveau. We talk about the right mix of E-, B-, and C-level attractions, how to turn Magic Kingdom into a comfortable two-day plan, and why operational pacing matters as much as blue-sky ideas. Over at Hollywood Studios, the Rock 'n' Roller Coaster Muppets retheme sparks giddy anticipation for music, neon, and mayhem—plus a gentle PSA that kid-friendly themes don't erase big-thrill intensity.We also zoom into the details that shape guest experience. Disney's crackdown on AI-made character content collides with reported OpenAI collaboration, and we sketch a path for safe, delightful AI-powered character interactions that protect IP while surprising guests. Afternoon Tea at the Grand Floridian returns as a slow, elegant splurge perfect for a rest day, while a Disneyland app outage reminds everyone that seamless tech is part of the magic. Merch mania rages on with glow-up buckets and princess scents, and we end with a sobering safety note after a late-night tree fall near Plaza Inn—because maintenance and communication keep the fantasy intact.Pour something peachy and join us for a candid tour of what's changing, what's working, and what needs a rethink across Disney parks and movies. If you're excited by Villains Land, curious about AI in character meet-and-greets, or counting days to the Muppets coaster, hit play. Then tell us: what bold idea do you most want Imagineering to build next? Subscribe, rate, and share with a Disney friend who loves a good rumor and a great ride plan.

Misma app con detalles que multiplican resultadosHttps://speakflow.top Mejora tu nivel de inglés x10 hablando con un tutor de IA1: Prueba real sin registro con un click (filtro por IP)2: Tras minuto popup registro con un click con Google para 5 minutos más gratis (Solo login con Google sin pérdida de meter datos y así no se gestionan contraseñas)3: Interfaz directa, minimalista sencilla. Se transcribe la conversación. Tutor te corrige acento y palabras y frases. Minutos separados.4: Gamificación. 
Un minuto gratis cada día.Reto de 5 minutos diarios visual.
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Se da más valor. Aprendes a hablar 10x veces más rápido que con otros métodos. No pagas 10 veces más.7: Instalación como app con dos clicks sin pasar por Apple Store ni Google Store usando PWA. Apareces en el móvil.EXTRA: También para aprender español duplicando.Gana visibilidad en https://visibilidad.topConviértete en un supporter de este podcast: https://www.spreaker.com/podcast/productividad-maxima--5279700/support.Newsletter Marketing Radical: https://marketingradical.substack.com/welcomeNewsletter Negocios con IA: https://negociosconia.substack.com/welcomeMis Libros: https://borjagiron.com/librosSysteme Gratis: https://borjagiron.com/systemeSysteme 30% dto: https://borjagiron.com/systeme30Manychat Gratis: https://borjagiron.com/manychatMetricool 30 días Gratis Plan Premium (Usa cupón BORJA30): https://borjagiron.com/metricoolNoticias Redes Sociales: https://redessocialeshoy.comNoticias IA: https://inteligenciaartificialhoy.comClub: https://triunfers.com

Katarina Flatland er lege, og Anniken Bævre er veldig god til å bake - de har begge merket at det er egenskaper folk gjerne vil ta i bruk. Eirin har oppdaget hva menn snakker mye om, og Bjørn har med noe veldig tørt. Øystein oppsummerer årets vinter-OL! Episoden kan inneholde målrettet reklame, basert på din IP-adresse, enhet og posisjon. Se smartpod.no/personvern for informasjon og dine valg om deling av data.

The TV industry is changing fast, and traditional production models are no longer enough. In this episode of TellyCast, recorded live at How to Make Money in Digital, Anjdy Fry digs into what the digital-first production economy really looks like in 2026.From YouTube and social video to new studio models, monetisation strategies and creator-led IP, this conversation explores how TV producers, executives and indie founders can build sustainable digital businesses alongside – or beyond – broadcast.If you work in TV and want to understand where the growth is coming from, how successful digital studios are operating, and what skills and mindsets are now essential, this episode is a practical guide to navigating the shift to social video and platform-native content.TellyCast is the podcast for people working at the sharp end of digital-first video, bringing together producers, platforms and creators shaping the future of the production economy. Sign up for The Drop newsletterSupport the showEnrol on the TellyCast Digital Bootcamp Buy tickets to How to Make Money in Digital Enter the Digital Video Awards Subscribe to the TellyCast YouTube channel for exclusive TV industry videosFollow us on LinkedInConnect with Justin on LinkedINTellyCast videos on YouTubeTellyCast websiteTellyCast instaTellyCast TwitterTellyCast TikTok

Programmeringsfeil i Fifa fører til hets - Summetone/Hare påkjørt/Kosebamse - Mage og tarmforbundet reagerer Episoden kan inneholde målrettet reklame, basert på din IP-adresse, enhet og posisjon. Se smartpod.no/personvern for informasjon og dine valg om deling av data.

The episode opens with sponsor Meter and a conversation about Saturday morning cartoons before shifting to recent breakthroughs in AI video generation from ByteDance's "SeaDance" (with "SeeDream" as its image generator).  Hashtag Trending would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/htt The hosts describe SeaDance's cinematic quality, accurate physics, and realistic recreations of actors and IP (including examples like Tom Cruise vs. Brad Pitt and Keanu Reeves as Neo/John Wick), and discuss the implications for film production, commercials, and local film economies such as Toronto and Vancouver. They cover backlash and gatekeeping, including an AI-made Thanksgiving-themed animated short that won a contest tied to AMC theaters' pre-show but reportedly wasn't shown, and compare resistance to historical Luddite reactions. The discussion broadens to productivity and labor impacts, arguing that AI adoption may mirror the 1980s computer productivity dip before process re-engineering in the 1990s, while also raising concerns that AI leaders are forecasting major white-collar job losses. The hosts highlight the rise of agentic benchmarks (TerminalBench, Apex Agents, BrowseComp) and how AI search helps find information faster than traditional search, but emphasize that trust, reliability, and infrastructure are not keeping pace. They raise major concerns about platform terms and data ownership, focusing on Perplexity's updated terms (non-commercial use only even for paid tiers, mandatory attribution, broad licensing rights over user content, and liability limits). They also discuss reliability failures: a widespread Google Gemini issue where users' chat histories disappeared (only visible as activity records with limited usability), and missing document links in ChatGPT chats. The hosts argue users must back up their own data and criticize unclear policies and weak support. Security risks are illustrated through a story about the AI-enabled robot vacuum "Romo," where a developer used Claude to reverse engineer its app and reportedly gained access to control thousands of devices across multiple countries before responsibly disclosing the issues. They also reference broader concerns like connected home devices, Ring neighborhood features, and Microsoft's Recall concept. In rapid-fire news, they mention Anthropic releasing Sonnet 4.6 as a strong, cheaper option near Opus-level performance, a new Grok release branded "4.20," and a clip from an AI summit in India where Sam Altman and Dario Amodei appeared to refuse to hold hands on stage, which the hosts cite as a sign of immaturity among AI industry leaders. The episode closes with sponsor Meter. 00:00 Sponsor + Welcome to Project Synapse 00:21 Saturday Morning Cartoons… Reimagined by AI 01:16 What is 'SeaDance'? Cinematic AI Video Goes Viral 03:17 Keanu Reeves, Neo vs. John Wick & the End of VFX as We Know It 06:43 From Movies to Ads: How AI Video Hits Commercial Production 07:41 The Hidden Economy of Commercials (and Why Cities Like Toronto/Vancouver Care) 09:56 AMC Won't Screen an AI-Made Short: Early Luddite Backlash 12:54 Artists, AI, and the 'Starving Creator' Reality 16:17 AI Adoption Parallels: The 1980s Computer Wave & the Productivity Dip 24:09 Agentic AI Benchmarks: TerminalBench, Apex Agents & BrowseComp 26:04 AI Search That Actually Saves Time (and Your Memory) 30:36 Perplexity's New Terms of Service: Non-Commercial Use & Ownership Shock 35:40 Liability Caps, More Corporate Gripes… and a Coke Zero 'Sponsor' Bit 37:36 Gemini 3.1's big leap—and why it still doesn't feel trustworthy 38:08 Gemini chat history vanishes: what happened and why users are furious 40:19 OpenAI document links disappearing too: what "saved" really means 42:04 Cloud AI's shaky foundation: security, reliability, and confusing settings 47:45 When reliance turns emotional: losing models, losing "someone" 49:22 Real-world stakes: the Social Security database whistleblower story 53:15 Owning your data (and why Google support won't save you) 54:53 Trust whiplash: Anthropic cuts off OpenClaw and the power to shut you down 57:29 Robot vacuum hacked with Claude: 7,000 cameras in strangers' homes 01:03:17 Smart home surveillance creep: Ring neighbors, TV cameras, and Microsoft Recall 01:07:14 Rapid-fire AI news: Sonnet 4.6, Gemini gains, and Grok 4.20 01:11:00 AI leaders' petty feud—and the show wrap & sponsor thanks

Following a major legal filing, Disney and Paramount have been revealed as two of the key participants in a new piracy crackdown that also targeted the unauthorized distribution of popular anime titles, alongside Warner Bros., Universal, and Columbia Pictures.Per TorrentFreak, the Alliance for Creativity and Entertainment (ACE), represented by the Motion Picture Association (MPA), officially filed a subpoena request on Feb. 13, 2026, at a California District Court, demanding that Cloudflare disclose the personal details of the individuals operating 15 major piracy websites. The details include names, physical addresses, IP addresses and payment information for the operators.According to a declaration by Larissa Knapp, the Executive Vice President and Global Chief Content Protection for the MPA, the action is being taken on behalf of major members, including Disney Enterprises, Inc., Paramount Pictures Corp., Columbia Pictures Industries, Inc., Universal City Studios Productions LLLP and Warner Bros. Entertainment, Inc.

►Patreon: http://www.patreon.com/McFixer  Discover the latest insights on studio closures like Bluepoint and Ben Studio, industry struggles with profits and investments, upcoming game updates, delays, and the passionate hopes for remakes like Splinter Cell. We also delve into recent game releases, industry trends, and the role of remakes in today's gaming landscape. In this episode: The shutdown of Bluepoint Games and what it means for remakes and studio talent. The implications of Sony's layoffs and studio closures amidst financial pressures. Insights into upcoming game updates, delays, and what they suggest about industry direction. The debate over remakes versus new IP and the future of classic franchises like Splinter Cell Industry reflections on the gaming industry's focus on guaranteed hits and the decline of innovation. Nostalgia and the evolution of gaming experiences over the past decade Community questions: Would you prefer a Splinter Cell remake or a fresh installment? How big publishers and investors influence game development and studio sustainability. The role of industry giants like Tencent and their backing of studios. Latest game releases on Game Pass, delays, and DLC rumors ►Please Subscribe www.youtube.com/@UCtBPt1KMIIHpHuqrCLwZJLg   ► BRAND NEW MXAM DISCORD - https://discord.gg/aQDSbAy8QH   ► Twitter: @MCFixer @Kreshnikplays @MattPVideo @PaulDespawn  ► Twitch: https://www.twitch.tv/McFixer   ► Twitch: https://www.twitch.tv/Kreshnik  ► Twitch: https://www.twitch.tv/PaulDespawn  Timecodes: 00:00 Intro 02:27 Playstation Shut Down Blue Point Games 23:41 Whats been in our box? {Resident Evil Outbreak, Rayman 30th Anniversary) 44:32 Todd Howard talks about Starfield getting updates  50:07 Highgaurd backed from Tencent  59:25 Replaced Delayed to April 14th 01:03:19 Gamepass games coming out 01:05:57 guess that game  01:14:17 Fixers Sack

It's a 2010 edition of 'Seeing Double' this week, with two adaptations of IP that were met with underwhelming acclaim: 'PERCY JACKSON AND THE OLYMPIANS: THE LIGHTNING THIEF' and 'THE PRINCE OF PERSIA: THE SANDS OF TIME'.

I tillegg til: Randonee - McGrath - Ekspert? - Maccern og Maaemo Episoden kan inneholde målrettet reklame, basert på din IP-adresse, enhet og posisjon. Se smartpod.no/personvern for informasjon og dine valg om deling av data.

Guest Name: Justin Stiefel, Chairman & Chief Executive Officer, IP StrategyCompany IP Strategy Website: https://ipstrategy.co/Ticker: $IPSTJustin's Bio: Justin is the CEO of IP Strategy and a seasoned attorney and engineer with extensive leadership experience across both business and government. Before that, he served as Chief of Staff in the United States Senate, bringing a strong background in regulation, policy, and operations.Company Name & Bio: IP Strategy's Bio:(Nasdaq: IPST) is the first Nasdaq-listed company to hold $IP tokens as a primary reserve asset and operate a validator for the Story Network. The Company provides public market investors broad exposure to the $80 trillion programmable intellectual property economy in a regulated equity format. IP Strategy's treasury reserve of $IP tokens provides direct participation in the Story ecosystem, which enables on-chain registration, licensing, and monetization of intellectual property. Heritage Distilling Holding Company, Inc. is the registered corporate name of IP Strategy.

Floris Koopmans, director of sales and marketing for intellectual properties for Unilin, and Kemp Harr discuss Unilin's expanded staff and IP focus for 2026.

Sasha Bessonova crossed continents, cultures, and different medical systems after growing up in Russia. Finding herself pregnant with identical twins in Los Angeles, her story is one of inherited birth trauma and late pregnancy pressure as her doctors pressed for a scheduled delivery date (but her babies had other plans). Connect with the guest: @sashabessonova 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

Patent attorney and former chemist Josh Goldberg joins me to unpack how intellectual property strategy determines whether innovation gets funded—or quietly dies.Most startup conversations focus on product, growth, and pitch decks. This episode focuses on what founders often ignore until it's too late: protection. Josh shares why he left drug formulation chemistry to go to law school, and how he now helps innovators—particularly in green tech and scientific industries—turn inventions into defensible assets.We walk through the uncomfortable reality that patents don't let you do anything. They let you stop others. That negative right, however, is often the very thing investors care about most.From first-to-file rules and accidental public disclosures to the difference between patents, trademarks, and copyrights, this episode breaks down how smart founders think about timing, leverage, and risk before litigation ever enters the picture.This isn't a conversation about legal theory.It's about strategic sequencing.Because innovation without protection doesn't attract capital. It attracts competition.TL;DR* In green tech and scientific startups, patents often are the product* Investors evaluate risk before they evaluate brilliance* Publishing before filing can permanently destroy international patent rights* The U.S. has a one-year grace period; most other countries do not* Patents protect inventions; trademarks protect brands; copyrights protect creative works* Litigation is expensive—early strategy prevents most of it* Founders need business planning as much as scientific expertise* IP strategy should be integrated into the business plan from day oneMemorable Lines* “Having a patent doesn't let you do something—it lets you stop someone else.”* “It's a race to the patent office.”* “If you don't know where you're going, wherever you wind up is going to be fine.”* “Innovation without protection makes funding harder, not easier.”* “The earlier I get involved, the fewer mistakes we have to untangle.”GuestJosh Goldberg — Patent attorney and former chemistIntellectual property strategist focused on green technology, scientific innovation, and helping startups build defensible patent portfolios before going to market.

In episode 604 of Lawyerist Podcast, discover how addressing alcohol and mental health can unlock greater clarity, confidence, and long-term success in your legal career. Stephanie Everett sits down with IP attorney and recovery coach Melissa Silverstein to talk about alcohol, achievement, and the hidden pressures inside the legal profession.  Melissa shares her personal journey from high-achieving “functioning” lawyer to long-term sobriety, and explains why so many attorneys struggle silently while still appearing successful on the outside. Together, they explore law firm drinking culture, client expectations, stigma around asking for help, and why recovery does not have to mean labels or all-or-nothing thinking.  If you've ever felt burned out, anxious, or not quite like your best self, this episode offers practical insight, reassurance, and a path toward building a healthier, more sustainable legal career without shame.  Listen to our previous episodes on Lawyer Well Being & Recovery.  469: Lawyers in Crisis: Navigating Addiction and Mental Healthy, with Brian Cuban Apple | Spotify | LTN  #477 Controlling Alcohol with Annie Grace Apple | Spotify | LTN  #506: Managing Stress & Avoiding Burnout, with Emily Nagoski Apple | Spotify | LTN  #533 The Alcohol Experiment, with Annie Grace Apple | Spotify | LTN  #535 Lawyer Burnout: 5 Hidden Signs You're About to Crash, with Natasha Evans Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Intro & Conference Recap  08:30 – Melissa's Story  10:00 – Achievement as a Mask  12:10 – Rethinking Abstinence  14:30 – Harm Reduction & Personal Choice  15:50 – Warning Signs in Law Practice  16:30 – The Role of the Bar  17:50 – Leadership & Language  20:00 – Rethinking Firm Events  23:10 – Career Growth After Recovery  26:00 – De-Stigmatizing Help  29:00 – Closing Thoughts   

If you are working in building automation and still treating networking like an IT problem, this episode is for you. When devices stop communicating, alarms will not clear, or data disappears from your supervisory system, do you know where to start? Or does troubleshooting turn into trial and error? In Episode 534, you will rethink how IP networking fits into your daily BAS work. You will see how understanding data flow, network structure, and device communication directly impacts how effective you are in the field. This is about making you faster, more confident, and more valuable on every project. Topics Covered What a BAS network actually is and how devices communicate The key networking hardware you interact with on projects The hierarchy of a building automation system The three primary network topologies used in BAS A structured approach to network troubleshooting and the tools that support it Networking is no longer optional for BAS technicians. Mastering it is what separates average from elite.

In this episode of the Health Coach Academy Podcast, we sit down with Maeve Ferguson, former Big Four consultant turned online business strategist, to unpack one of the most underrated but powerful marketing tools in the coaching industry: diagnostic quizzes and score-based assessments. Maeve shares how health coaches, consultants, and experts can transform their intellectual property into scalable lead-qualification systems that attract high-quality, high-ticket clients — without wasting hours on unqualified discovery calls. If you've ever wondered how quizzes actually work behind the scenes — or why some coaches quietly scale to multi-six-figure and seven-figure businesses — this episode pulls back the curtain.

We recorded this one live on #ScarifLive last week and dropping it in here this week. As I discuss movies and fandom in my day to day, I realize that as a kid, I wanted more of what I loved. Star Wars led me down a path of wanting to learn about ILM and Lucasfilm, etc. In turn I found out about Indiana Jones and Willow, Star Trek and countless other science fiction shows and movies because of my love of the genre. But I'm finding out that fans now a days hyper fixate on one aspect of an IP. No one talks about specific directors of special effects artists, etc. It was that curiosity that made me learn the names Ben Burtt, John Dykstra, Marcia Lucas, etc and that yearning never died. I brought a panel on to discuss how they experienced that yearning for more. We touched on how we learned about shows like Battlestar Galactica, Star Wars on TV as Scott put it and more. Are today's fans changing their need to reach out and seek more within the genre of sci fi and fantasy? If you love Darth Vader and don't know who Sebastian Shaw is then THIS might be an episode for you. Thanks for listening. Remember, we are a proud founding member of the RED5Network, and that's the scuttlebutt.

We recap the Clash Royale creator controversy and CEO apology, dig into what's broken with evolutions, heroes, and pay-to-win, and debate whether streamers can actually drive a comeback. We also cover Savvy's rumored MoonTon deal, Blizzard's updates across Overwatch, Diablo, and WoW, the slowdown in mobile games, the frozen state of M&A, and a reality check on AI in games - from hype to hard limits.00:25 Welcome & Episode Lineup (No More Car Talk)01:52 Rumor Mill + Why We're Skipping Matthew Ball (For Now)03:10 GDC Plans, Events, and Content Plug Roundup06:00 Ad Break: Sensor Tower Pitch06:20 Clash Royale Creator Controversy Recap + CEO Apology09:44 What's Actually Broken in Clash Royale: Evolutions, Heroes & Pay-to-Win11:45 Do Streamers Drive the Revival? Twitch Data, Correlation vs Causation13:02 PR Playbook Debate: Groveling vs Proactive Creator Celebration21:53 Savvy's Buying Spree: $6–7B MoonTon Rumor (Mobile Legends)27:15 Overwatch Drops the “2”: DAU Surge, Live Ops, and Monetization Revamp32:43 Blizzard's comeback tour: Diablo drops, WoW housing & Overwatch's 10-year arc35:49 Mobile check-in: Habi's 2026 slump and the post-Survivor.io reality38:16 The real engine behind Habi: Gorilla Games and the “publisher outgrown” problem40:36 M&A hypotheticals: Scopely, Savvy, and why deals feel frozen right now42:36 AI in games debate: calling out the hype and what actually changes the medium44:50 Why AI won't make games cheaper: IP moats, attention scarcity, and AI-native platforms49:17 East vs West AI reality check: layoffs, pipeline bottlenecks, and player backlash risk57:03 Embark as an AI efficiency poster child? The smoke, mirrors, and AAA cost skepticism01:01:43 Closing thoughts: mobile growth is over, share-of-time wars, and next week's plug

Robert Duvall Passed Away at 95, and it Seems too Soon This week on the podcast, Brian and Darryl honor the legendary Robert Duvall, break down the latest Warner Bros. Discovery and Skydance merger talks, and review the penultimate episode of HBO's A Knight of the Seven Kingdoms. Corporate power plays and Westerosi lances collide. Episode Index Intro: 0:07 Robert Duvall: 3:51 Warner Bros/Skydance: 9:07 A Knight of the Seven Kingdoms: 23:43 Robert Duvall January 5, 1931 – February 15, 2026 Robert Duvall was one of the defining American actors of the modern era. A founding member of the American Film Theatre movement and a classmate of Dustin Hoffman and Gene Hackman at the Neighborhood Playhouse, Duvall built a career on discipline, restraint, and volcanic presence. Career Highlights: Tom Hagen in The Godfather (1972) and The Godfather Part II (1974) – The calm consigliere in a world of chaos. Controlled, intellectual menace. Lt. Colonel Bill Kilgore in Apocalypse Now (1979) – “I love the smell of napalm in the morning.” One of cinema's most iconic performances. Oscar Winner for Tender Mercies (1983) – Best Actor for his deeply human portrayal of a broken country singer. The Great Santini (1979) – A towering, volatile performance that earned him an Academy Award nomination. Lonesome Dove (1989) – Cemented his legacy in the Western genre. Later career standouts: The Apostle (which he also wrote and directed), Open Range, The Judge. Duvall's strength was subtle authority. He never chased flash. He built characters from the inside out. In an industry obsessed with volume, he mastered quiet. Hollywood didn't just lose a legend. It lost a craftsman. https://variety.com/2026/film/news/paramount-skydance-response-warner-bros-discovery-deal-talks-1236665757/ Warner Bros./Skydance Will They/Won’t They Warner Bros. Discovery has reportedly reopened acquisition discussions with Skydance and Paramount, injecting fresh volatility into an already chaotic media landscape. Paramount previously floated a $30 per share offer, potentially rising to $31. Meanwhile, shareholder votes and competing interests continue to complicate the picture. This is consolidation round… what, 47? The real question is what this means for IP control, franchise strategy, and the long-term survival of mid-budget filmmaking. Every merger promises “synergy.” Historically, synergy often translates to layoffs, canceled projects, and fewer creative risks. We break down what this could mean for DC Studios, HBO prestige content, and the streaming wars at large. A Knight of the Seven Kingdoms (HBO Max) Season 1, Episode 5 (Penultimate Episode) Episode Title: “In the Name of the Mother” Directed by: Owen Harris Written by: Hiram Martinez & Ti Mikkel and Ira Parker Summary: The trial of seven begins. In the first charge, Aerion knocks Dunk off his horse. In a series of flashbacks to Dunk’s childhood, he and his friend Rafe scavenge from a battlefield. They return to Flea Bottom in King’s Landing and pickpocket from Alester, a City Watchman. Dunk and Rafe attempt to buy passage to the Free Cities in Essos, but cannot afford it. Alester corners them and takes their money. Rafe steals Alester’s dagger, but he notices and slits her throat. Arlan emerges from a tavern and kills Alester, saving Dunk, who then follows Arlan on his travels. In the present, Dunk duels Aerion on foot until both men collapse from injury. After Dunk falls unconscious, Aerion declares him dead. Egg begs Dunk to get up, and the crowd chants for Dunk as he stands. Dunk and Aerion resume their duel until Dunk gets the upper hand. Aerion yields and withdraws his accusation. In the aftermath, Beesbury and Hardyng are confirmed as killed. Dunk pledges fealty to Baelor. Raymun and Pate help Baelor remove his helmet, which Maekar struck with his mace during the trial, revealing a fatal wound. Baelor collapses from his injury and dies in Dunk’s arms. The jousting sequences are shot with brutal realism. Armor feels heavy. Impacts feel dangerous. The episode underscores a central thesis of Martin's work: nobility is aspirational, not guaranteed. Key Cast: Peter Claffey as Ser Duncan the Tall Dexter Sol Ansell as Prince Aegon “Egg” Targaryen Finn Bennett as Aerion Targaryen Bertie Carvel as Baelor Targaryen Sam Spruell as Maekar Targaryen Production Notes: The series distinguishes itself from House of the Dragon by focusing on intimate political storytelling rather than large-scale spectacle. The penultimate episode prioritizes character psychology, legacy, and the myth of knighthood over spectacle-driven chaos. Rating: Out of 5 Brotherly Blows to the Back of the Head Brian: 4.99/5 Darryl: **/5 Contact Us The Infamous Podcast can be found wherever podcasts are found on the Interwebs, feel free to subscribe and follow along on social media. And don't be shy about helping out the show with a 5-star review on Apple Podcasts to help us move up in the ratings. @infamouspodcast facebook/infamouspodcast instagram/infamouspodcast stitcher Apple Podcasts Spotify Google Play iHeart Radio contact@infamouspodcast.com Our theme music is ‘Skate Beat’ provided by Michael Henry, with additional music provided by Michael Henry. Find more at MeetMichaelHenry.com. The Infamous Podcast is hosted by Brian Tudor and Darryl Jasper, is recorded in Cincinnati, Ohio. The show is produced and edited by Brian Tudor. Subscribe today!

Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sarah Wang sit at the center of the capital, compute, and talent arms race reshaping the tech industry. As partners at a16z investing across infrastructure and growth, they've watched venture and growth blur, model labs turn dollars into capability at unprecedented speed, and startups raise nine-figure rounds before monetization.Martin and Sarah join us to unpack the new financing playbook for AI: why today's rounds are really compute contracts in disguise, how the “raise → train → ship → raise bigger” flywheel works, and whether foundation model companies can outspend the entire app ecosystem built on top of them. They also share what's underhyped (boring enterprise software), what's overheated (talent wars and compensation spirals), and the two radically different futures they see for AI's market structure.We discuss:* Martin's “two futures” fork: infinite fragmentation and new software categories vs. a small oligopoly of general models that consume everything above them* The capital flywheel: how model labs translate funding directly into capability gains, then into revenue growth measured in weeks, not years* Why venture and growth have merged: $100M–$1B hybrid rounds, strategic investors, compute negotiations, and complex deal structures* The AGI vs. product tension: allocating scarce GPUs between long-term research and near-term revenue flywheels* Whether frontier labs can out-raise and outspend the entire app ecosystem built on top of their APIs* Why today's talent wars ($10M+ comp packages, $B acqui-hires) are breaking early-stage founder math* Cursor as a case study: building up from the app layer while training down into your own models* Why “boring” enterprise software may be the most underinvested opportunity in the AI mania* Hardware and robotics: why the ChatGPT moment hasn't yet arrived for robots and what would need to change* World Labs and generative 3D: bringing the marginal cost of 3D scene creation down by orders of magnitude* Why public AI discourse is often wildly disconnected from boardroom reality and how founders should navigate the noiseShow Notes:* “Where Value Will Accrue in AI: Martin Casado & Sarah Wang” - a16z show* “Jack Altman & Martin Casado on the Future of Venture Capital”* World Labs—Martin Casado• LinkedIn: https://www.linkedin.com/in/martincasado/• X: https://x.com/martin_casadoSarah Wang• LinkedIn: https://www.linkedin.com/in/sarah-wang-59b96a7• X: https://x.com/sarahdingwanga16z• https://a16z.com/Timestamps00:00:00 – Intro: Live from a16z00:01:20 – The New AI Funding Model: Venture + Growth Collide00:03:19 – Circular Funding, Demand & “No Dark GPUs”00:05:24 – Infrastructure vs Apps: The Lines Blur00:06:24 – The Capital Flywheel: Raise → Train → Ship → Raise Bigger00:09:39 – Can Frontier Labs Outspend the Entire App Ecosystem?00:11:24 – Character AI & The AGI vs Product Dilemma00:14:39 – Talent Wars, $10M Engineers & Founder Anxiety00:17:33 – What's Underinvested? The Case for “Boring” Software00:19:29 – Robotics, Hardware & Why It's Hard to Win00:22:42 – Custom ASICs & The $1B Training Run Economics00:24:23 – American Dynamism, Geography & AI Power Centers00:26:48 – How AI Is Changing the Investor Workflow (Claude Cowork)00:29:12 – Two Futures of AI: Infinite Expansion or Oligopoly?00:32:48 – If You Can Raise More Than Your Ecosystem, You Win00:34:27 – Are All Tasks AGI-Complete? Coding as the Test Case00:38:55 – Cursor & The Power of the App Layer00:44:05 – World Labs, Spatial Intelligence & 3D Foundation Models00:47:20 – Thinking Machines, Founder Drama & Media Narratives00:52:30 – Where Long-Term Power Accrues in the AI StackTranscriptLatent.Space - Inside AI's $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z[00:00:00] Welcome to Latent Space (Live from a16z) + Meet the Guests[00:00:00] Alessio: Hey everyone. Welcome to the Latent Space podcast, live from a 16 z. Uh, this is Alessio founder Kernel Lance, and I'm joined by Twix, editor of Latent Space.[00:00:08] swyx: Hey, hey, hey. Uh, and we're so glad to be on with you guys. Also a top AI podcast, uh, Martin Cado and Sarah Wang. Welcome, very[00:00:16] Martin Casado: happy to be here and welcome.[00:00:17] swyx: Yes, uh, we love this office. We love what you've done with the place. Uh, the new logo is everywhere now. It's, it's still getting, takes a while to get used to, but it reminds me of like sort of a callback to a more ambitious age, which I think is kind of[00:00:31] Martin Casado: definitely makes a statement.[00:00:33] swyx: Yeah.[00:00:34] Martin Casado: Not quite sure what that statement is, but it makes a statement.[00:00:37] swyx: Uh, Martin, I go back with you to Netlify.[00:00:40] Martin Casado: Yep.[00:00:40] swyx: Uh, and, uh, you know, you create a software defined networking and all, all that stuff people can read up on your background. Yep. Sarah, I'm newer to you. Uh, you, you sort of started working together on AI infrastructure stuff.[00:00:51] Sarah Wang: That's right. Yeah. Seven, seven years ago now.[00:00:53] Martin Casado: Best growth investor in the entire industry.[00:00:55] swyx: Oh, say[00:00:56] Martin Casado: more hands down there is, there is. [00:01:00] I mean, when it comes to AI companies, Sarah, I think has done the most kind of aggressive, um, investment thesis around AI models, right? So, worked for Nom Ja, Mira Ia, FEI Fey, and so just these frontier, kind of like large AI models.[00:01:15] I think, you know, Sarah's been the, the broadest investor. Is that fair?[00:01:20] Venture vs. Growth in the Frontier Model Era[00:01:20] Sarah Wang: No, I, well, I was gonna say, I think it's been a really interesting tag, tag team actually just ‘cause the, a lot of these big C deals, not only are they raising a lot of money, um, it's still a tech founder bet, which obviously is inherently early stage.[00:01:33] But the resources,[00:01:36] Martin Casado: so many, I[00:01:36] Sarah Wang: was gonna say the resources one, they just grow really quickly. But then two, the resources that they need day one are kind of growth scale. So I, the hybrid tag team that we have is. Quite effective, I think,[00:01:46] Martin Casado: what is growth these days? You know, you don't wake up if it's less than a billion or like, it's, it's actually, it's actually very like, like no, it's a very interesting time in investing because like, you know, take like the character around, right?[00:01:59] These tend to [00:02:00] be like pre monetization, but the dollars are large enough that you need to have a larger fund and the analysis. You know, because you've got lots of users. ‘cause this stuff has such high demand requires, you know, more of a number sophistication. And so most of these deals, whether it's US or other firms on these large model companies, are like this hybrid between venture growth.[00:02:18] Sarah Wang: Yeah. Total. And I think, you know, stuff like BD for example, you wouldn't usually need BD when you were seed stage trying to get market biz Devrel. Biz Devrel, exactly. Okay. But like now, sorry, I'm,[00:02:27] swyx: I'm not familiar. What, what, what does biz Devrel mean for a venture fund? Because I know what biz Devrel means for a company.[00:02:31] Sarah Wang: Yeah.[00:02:32] Compute Deals, Strategics, and the ‘Circular Funding' Question[00:02:32] Sarah Wang: You know, so a, a good example is, I mean, we talk about buying compute, but there's a huge negotiation involved there in terms of, okay, do you get equity for the compute? What, what sort of partner are you looking at? Is there a go-to market arm to that? Um, and these are just things on this scale, hundreds of millions, you know, maybe.[00:02:50] Six months into the inception of a company, you just wouldn't have to negotiate these deals before.[00:02:54] Martin Casado: Yeah. These large rounds are very complex now. Like in the past, if you did a series A [00:03:00] or a series B, like whatever, you're writing a 20 to a $60 million check and you call it a day. Now you normally have financial investors and strategic investors, and then the strategic portion always still goes with like these kind of large compute contracts, which can take months to do.[00:03:13] And so it's, it's very different ties. I've been doing this for 10 years. It's the, I've never seen anything like this.[00:03:19] swyx: Yeah. Do you have worries about the circular funding from so disease strategics?[00:03:24] Martin Casado: I mean, listen, as long as the demand is there, like the demand is there. Like the problem with the internet is the demand wasn't there.[00:03:29] swyx: Exactly. All right. This, this is like the, the whole pyramid scheme bubble thing, where like, as long as you mark to market on like the notional value of like, these deals, fine, but like once it starts to chip away, it really Well[00:03:41] Martin Casado: no, like as, as, as, as long as there's demand. I mean, you know, this, this is like a lot of these sound bites have already become kind of cliches, but they're worth saying it.[00:03:47] Right? Like during the internet days, like we were. Um, raising money to put fiber in the ground that wasn't used. And that's a problem, right? Because now you actually have a supply overhang.[00:03:58] swyx: Mm-hmm.[00:03:59] Martin Casado: And even in the, [00:04:00] the time of the, the internet, like the supply and, and bandwidth overhang, even as massive as it was in, as massive as the crash was only lasted about four years.[00:04:09] But we don't have a supply overhang. Like there's no dark GPUs, right? I mean, and so, you know, circular or not, I mean, you know, if, if someone invests in a company that, um. You know, they'll actually use the GPUs. And on the other side of it is the, is the ask for customer. So I I, I think it's a different time.[00:04:25] Sarah Wang: I think the other piece, maybe just to add onto this, and I'm gonna quote Martine in front of him, but this is probably also a unique time in that. For the first time, you can actually trace dollars to outcomes. Yeah, right. Provided that scaling laws are, are holding, um, and capabilities are actually moving forward.[00:04:40] Because if you can put translate dollars into capabilities, uh, a capability improvement, there's demand there to martine's point. But if that somehow breaks, you know, obviously that's an important assumption in this whole thing to make it work. But you know, instead of investing dollars into sales and marketing, you're, you're investing into r and d to get to the capability, um, you know, increase.[00:04:59] And [00:05:00] that's sort of been the demand driver because. Once there's an unlock there, people are willing to pay for it.[00:05:05] Alessio: Yeah.[00:05:06] Blurring Lines: Models as Infra + Apps, and the New Fundraising Flywheel[00:05:06] Alessio: Is there any difference in how you built the portfolio now that some of your growth companies are, like the infrastructure of the early stage companies, like, you know, OpenAI is now the same size as some of the cloud providers were early on.[00:05:16] Like what does that look like? Like how much information can you feed off each other between the, the two?[00:05:24] Martin Casado: There's so many lines that are being crossed right now, or blurred. Right. So we already talked about venture and growth. Another one that's being blurred is between infrastructure and apps, right? So like what is a model company?[00:05:35] Mm-hmm. Like, it's clearly infrastructure, right? Because it's like, you know, it's doing kind of core r and d. It's a horizontal platform, but it's also an app because it's um, uh, touches the users directly. And then of course. You know, the, the, the growth of these is just so high. And so I actually think you're just starting to see a, a, a new financing strategy emerge and, you know, we've had to adapt as a result of that.[00:05:59] And [00:06:00] so there's been a lot of changes. Um, you're right that these companies become platform companies very quickly. You've got ecosystem build out. So none of this is necessarily new, but the timescales of which it's happened is pretty phenomenal. And the way we'd normally cut lines before is blurred a little bit, but.[00:06:16] But that, that, that said, I mean, a lot of it also just does feel like things that we've seen in the past, like cloud build out the internet build out as well.[00:06:24] Sarah Wang: Yeah. Um, yeah, I think it's interesting, uh, I don't know if you guys would agree with this, but it feels like the emerging strategy is, and this builds off of your other question, um.[00:06:33] You raise money for compute, you pour that or you, you pour the money into compute, you get some sort of breakthrough. You funnel the breakthrough into your vertically integrated application. That could be chat GBT, that could be cloud code, you know, whatever it is. You massively gain share and get users.[00:06:49] Maybe you're even subsidizing at that point. Um, depending on your strategy. You raise money at the peak momentum and then you repeat, rinse and repeat. Um, and so. And that wasn't [00:07:00] true even two years ago, I think. Mm-hmm. And so it's sort of to your, just tying it to fundraising strategy, right? There's a, and hiring strategy.[00:07:07] All of these are tied, I think the lines are blurring even more today where everyone is, and they, but of course these companies all have API businesses and so they're these, these frenemy lines that are getting blurred in that a lot of, I mean, they have billions of dollars of API revenue, right? And so there are customers there.[00:07:23] But they're competing on the app layer.[00:07:24] Martin Casado: Yeah. So this is a really, really important point. So I, I would say for sure, venture and growth, that line is blurry app and infrastructure. That line is blurry. Um, but I don't think that that changes our practice so much. But like where the very open questions are like, does this layer in the same way.[00:07:43] Compute traditionally has like during the cloud is like, you know, like whatever, somebody wins one layer, but then another whole set of companies wins another layer. But that might not, might not be the case here. It may be the case that you actually can't verticalize on the token string. Like you can't build an app like it, it necessarily goes down just because there are no [00:08:00] abstractions.[00:08:00] So those are kinda the bigger existential questions we ask. Another thing that is very different this time than in the history of computer sciences is. In the past, if you raised money, then you basically had to wait for engineering to catch up. Which famously doesn't scale like the mythical mammoth. It take a very long time.[00:08:18] But like that's not the case here. Like a model company can raise money and drop a model in a, in a year, and it's better, right? And, and it does it with a team of 20 people or 10 people. So this type of like money entering a company and then producing something that has demand and growth right away and using that to raise more money is a very different capital flywheel than we've ever seen before.[00:08:39] And I think everybody's trying to understand what the consequences are. So I think it's less about like. Big companies and growth and this, and more about these more systemic questions that we actually don't have answers to.[00:08:49] Alessio: Yeah, like at Kernel Labs, one of our ideas is like if you had unlimited money to spend productively to turn tokens into products, like the whole early stage [00:09:00] market is very different because today you're investing X amount of capital to win a deal because of price structure and whatnot, and you're kind of pot committing.[00:09:07] Yeah. To a certain strategy for a certain amount of time. Yeah. But if you could like iteratively spin out companies and products and just throw, I, I wanna spend a million dollar of inference today and get a product out tomorrow.[00:09:18] swyx: Yeah.[00:09:19] Alessio: Like, we should get to the point where like the friction of like token to product is so low that you can do this and then you can change the Right, the early stage venture model to be much more iterative.[00:09:30] And then every round is like either 100 k of inference or like a hundred million from a 16 Z. There's no, there's no like $8 million C round anymore. Right.[00:09:38] When Frontier Labs Outspend the Entire App Ecosystem[00:09:38] Martin Casado: But, but, but, but there's a, there's a, the, an industry structural question that we don't know the answer to, which involves the frontier models, which is, let's take.[00:09:48] Anthropic it. Let's say Anthropic has a state-of-the-art model that has some large percentage of market share. And let's say that, uh, uh, uh, you know, uh, a company's building smaller models [00:10:00] that, you know, use the bigger model in the background, open 4.5, but they add value on top of that. Now, if Anthropic can raise three times more.[00:10:10] Every subsequent round, they probably can raise more money than the entire app ecosystem that's built on top of it. And if that's the case, they can expand beyond everything built on top of it. It's like imagine like a star that's just kind of expanding, so there could be a systemic. There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don't think we've ever seen before just because we were so bottlenecked in engineering, and this is a very open question.[00:10:41] swyx: Yeah. It's, it is almost like bitter lesson applied to the startup industry.[00:10:45] Martin Casado: Yeah, a hundred percent. It literally becomes an issue of like raise capital, turn that directly into growth. Use that to raise three times more. Exactly. And if you can keep doing that, you literally can outspend any company that's built the, not any company.[00:10:57] You can outspend the aggregate of companies on top of [00:11:00] you and therefore you'll necessarily take their share, which is crazy.[00:11:02] swyx: Would you say that kind of happens in character? Is that the, the sort of postmortem on. What happened?[00:11:10] Sarah Wang: Um,[00:11:10] Martin Casado: no.[00:11:12] Sarah Wang: Yeah, because I think so,[00:11:13] swyx: I mean the actual postmortem is, he wanted to go back to Google.[00:11:15] Exactly. But like[00:11:18] Martin Casado: that's another difference that[00:11:19] Sarah Wang: you said[00:11:21] Martin Casado: it. We should talk, we should actually talk about that.[00:11:22] swyx: Yeah,[00:11:22] Sarah Wang: that's[00:11:23] swyx: Go for it. Take it. Take,[00:11:23] Sarah Wang: yeah.[00:11:24] Character.AI, Founder Goals (AGI vs Product), and GPU Allocation Tradeoffs[00:11:24] Sarah Wang: I was gonna say, I think, um. The, the, the character thing raises actually a different issue, which actually the Frontier Labs will face as well. So we'll see how they handle it.[00:11:34] But, um, so we invest in character in January, 2023, which feels like eons ago, I mean, three years ago. Feels like lifetimes ago. But, um, and then they, uh, did the IP licensing deal with Google in August, 2020. Uh, four. And so, um, you know, at the time, no, you know, he's talked publicly about this, right? He wanted to Google wouldn't let him put out products in the world.[00:11:56] That's obviously changed drastically. But, um, he went to go do [00:12:00] that. Um, but he had a product attached. The goal was, I mean, it's Nome Shair, he wanted to get to a GI. That was always his personal goal. But, you know, I think through collecting data, right, and this sort of very human use case, that the character product.[00:12:13] Originally was and still is, um, was one of the vehicles to do that. Um, I think the real reason that, you know. I if you think about the, the stress that any company feels before, um, you ultimately going one way or the other is sort of this a GI versus product. Um, and I think a lot of the big, I think, you know, opening eyes, feeling that, um, anthropic if they haven't started, you know, felt it, certainly given the success of their products, they may start to feel that soon.[00:12:39] And the real. I think there's real trade-offs, right? It's like how many, when you think about GPUs, that's a limited resource. Where do you allocate the GPUs? Is it toward the product? Is it toward new re research? Right? Is it, or long-term research, is it toward, um, n you know, near to midterm research? And so, um, in a case where you're resource constrained, um, [00:13:00] of course there's this fundraising game you can play, right?[00:13:01] But the fund, the market was very different back in 2023 too. Um. I think the best researchers in the world have this dilemma of, okay, I wanna go all in on a GI, but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to a GI. And so it does make, um, you know, I think it sets up an interesting dilemma for any startup that has trouble raising up until that level, right?[00:13:27] And certainly if you don't have that progress, you can't continue this fly, you know, fundraising flywheel.[00:13:32] Martin Casado: I would say that because, ‘cause we're keeping track of all of the things that are different, right? Like, you know, venture growth and uh, app infra and one of the ones is definitely the personalities of the founders.[00:13:45] It's just very different this time I've been. Been doing this for a decade and I've been doing startups for 20 years. And so, um, I mean a lot of people start this to do a GI and we've never had like a unified North star that I recall in the same [00:14:00] way. Like people built companies to start companies in the past.[00:14:02] Like that was what it was. Like I would create an internet company, I would create infrastructure company, like it's kind of more engineering builders and this is kind of a different. You know, mentality. And some companies have harnessed that incredibly well because their direction is so obviously on the path to what somebody would consider a GI, but others have not.[00:14:20] And so like there is always this tension with personnel. And so I think we're seeing more kind of founder movement.[00:14:27] Sarah Wang: Yeah.[00:14:27] Martin Casado: You know, as a fraction of founders than we've ever seen. I mean, maybe since like, I don't know the time of like Shockly and the trade DUR aid or something like that. Way back in the beginning of the industry, I, it's a very, very.[00:14:38] Unusual time of personnel.[00:14:39] Sarah Wang: Totally.[00:14:40] Talent Wars, Mega-Comp, and the Rise of Acquihire M&A[00:14:40] Sarah Wang: And it, I think it's exacerbated by the fact that talent wars, I mean, every industry has talent wars, but not at this magnitude, right? No. Yeah. Very rarely can you see someone get poached for $5 billion. That's hard to compete with. And then secondly, if you're a founder in ai, you could fart and it would be on the front page of, you know, the information these days.[00:14:59] And so there's [00:15:00] sort of this fishbowl effect that I think adds to the deep anxiety that, that these AI founders are feeling.[00:15:06] Martin Casado: Hmm.[00:15:06] swyx: Uh, yes. I mean, just on, uh, briefly comment on the founder, uh, the sort of. Talent wars thing. I feel like 2025 was just like a blip. Like I, I don't know if we'll see that again.[00:15:17] ‘cause meta built the team. Like, I don't know if, I think, I think they're kind of done and like, who's gonna pay more than meta? I, I don't know.[00:15:23] Martin Casado: I, I agree. So it feels so, it feel, it feels this way to me too. It's like, it is like, basically Zuckerberg kind of came out swinging and then now he's kind of back to building.[00:15:30] Yeah,[00:15:31] swyx: yeah. You know, you gotta like pay up to like assemble team to rush the job, whatever. But then now, now you like you, you made your choices and now they got a ship.[00:15:38] Martin Casado: I mean, the, the o other side of that is like, you know, like we're, we're actually in the job hiring market. We've got 600 people here. I hire all the time.[00:15:44] I've got three open recs if anybody's interested, that's listening to this for investor. Yeah, on, on the team, like on the investing side of the team, like, and, um, a lot of the people we talk to have acting, you know, active, um, offers for 10 million a year or something like that. And like, you know, and we pay really, [00:16:00] really well.[00:16:00] And just to see what's out on the market is really, is really remarkable. And so I would just say it's actually, so you're right, like the really flashy one, like I will get someone for, you know, a billion dollars, but like the inflated, um, uh, trickles down. Yeah, it is still very active today. I mean,[00:16:18] Sarah Wang: yeah, you could be an L five and get an offer in the tens of millions.[00:16:22] Okay. Yeah. Easily. Yeah. It's so I think you're right that it felt like a blip. I hope you're right. Um, but I think it's been, the steady state is now, I think got pulled up. Yeah. Yeah. I'll pull up for[00:16:31] Martin Casado: sure. Yeah.[00:16:32] Alessio: Yeah. And I think that's breaking the early stage founder math too. I think before a lot of people would be like, well, maybe I should just go be a founder instead of like getting paid.[00:16:39] Yeah. 800 KA million at Google. But if I'm getting paid. Five, 6 million. That's different but[00:16:45] Martin Casado: on. But on the other hand, there's more strategic money than we've ever seen historically, right? Mm-hmm. And so, yep. The economics, the, the, the, the calculus on the economics is very different in a number of ways. And, uh, it's crazy.[00:16:58] It's cra it's causing like a, [00:17:00] a, a, a ton of change in confusion in the market. Some very positive, sub negative, like, so for example, the other side of the, um. The co-founder, like, um, acquisition, you know, mark Zuckerberg poaching someone for a lot of money is like, we were actually seeing historic amount of m and a for basically acquihires, right?[00:17:20] That you like, you know, really good outcomes from a venture perspective that are effective acquihires, right? So I would say it's probably net positive from the investment standpoint, even though it seems from the headlines to be very disruptive in a negative way.[00:17:33] Alessio: Yeah.[00:17:33] What's Underfunded: Boring Software, Robotics Skepticism, and Custom Silicon Economics[00:17:33] Alessio: Um, let's talk maybe about what's not being invested in, like maybe some interesting ideas that you would see more people build or it, it seems in a way, you know, as ycs getting more popular, it's like access getting more popular.[00:17:47] There's a startup school path that a lot of founders take and they know what's hot in the VC circles and they know what gets funded. Uh, and there's maybe not as much risk appetite for. Things outside of that. Um, I'm curious if you feel [00:18:00] like that's true and what are maybe, uh, some of the areas, uh, that you think are under discussed?[00:18:06] Martin Casado: I mean, I actually think that we've taken our eye off the ball in a lot of like, just traditional, you know, software companies. Um, so like, I mean. You know, I think right now there's almost a barbell, like you're like the hot thing on X, you're deep tech.[00:18:21] swyx: Mm-hmm.[00:18:22] Martin Casado: Right. But I, you know, I feel like there's just kind of a long, you know, list of like good.[00:18:28] Good companies that will be around for a long time in very large markets. Say you're building a database, you know, say you're building, um, you know, kind of monitoring or logging or tooling or whatever. There's some good companies out there right now, but like, they have a really hard time getting, um, the attention of investors.[00:18:43] And it's almost become a meme, right? Which is like, if you're not basically growing from zero to a hundred in a year, you're not interesting, which is just, is the silliest thing to say. I mean, think of yourself as like an introvert person, like, like your personal money, right? Mm-hmm. So. Your personal money, will you put it in the stock market at 7% or you put it in this company growing five x in a very large [00:19:00] market?[00:19:00] Of course you can put it in the company five x. So it's just like we say these stupid things, like if you're not going from zero to a hundred, but like those, like who knows what the margins of those are mean. Clearly these are good investments. True for anybody, right? True. Like our LPs want whatever.[00:19:12] Three x net over, you know, the life cycle of a fund, right? So a, a company in a big market growing five X is a great investment. We'd, everybody would be happy with these returns, but we've got this kind of mania on these, these strong growths. And so I would say that that's probably the most underinvested sector.[00:19:28] Right now.[00:19:29] swyx: Boring software, boring enterprise software.[00:19:31] Martin Casado: Traditional. Really good company.[00:19:33] swyx: No, no AI here.[00:19:34] Martin Casado: No. Like boring. Well, well, the AI of course is pulling them into use cases. Yeah, but that's not what they're, they're not on the token path, right? Yeah. Let's just say that like they're software, but they're not on the token path.[00:19:41] Like these are like they're great investments from any definition except for like random VC on Twitter saying VC on x, saying like, it's not growing fast enough. What do you[00:19:52] Sarah Wang: think? Yeah, maybe I'll answer a slightly different. Question, but adjacent to what you asked, um, which is maybe an area that we're not, uh, investing [00:20:00] right now that I think is a question and we're spending a lot of time in regardless of whether we pull the trigger or not.[00:20:05] Um, and it would probably be on the hardware side, actually. Robotics, right? And the robotics side. Robotics. Right. Which is, it's, I don't wanna say that it's not getting funding ‘cause it's clearly, uh, it's, it's sort of non-consensus to almost not invest in robotics at this point. But, um, we spent a lot of time in that space and I think for us, we just haven't seen the chat GPT moment.[00:20:22] Happen on the hardware side. Um, and the funding going into it feels like it's already. Taking that for granted.[00:20:30] Martin Casado: Yeah. Yeah. But we also went through the drone, you know, um, there's a zip line right, right out there. What's that? Oh yeah, there's a zip line. Yeah. What the drone, what the av And like one of the takeaways is when it comes to hardware, um, most companies will end up verticalizing.[00:20:46] Like if you're. If you're investing in a robot company for an A for agriculture, you're investing in an ag company. ‘cause that's the competition and that's surprising. And that's supply chain. And if you're doing it for mining, that's mining. And so the ad team does a lot of that type of stuff ‘cause they actually set up to [00:21:00] diligence that type of work.[00:21:01] But for like horizontal technology investing, there's very little when it comes to robots just because it's so fit for, for purpose. And so we kinda like to look at software. Solutions or horizontal solutions like applied intuition. Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That's fair, you know, for robotics early on.[00:21:23] And so that sort of thing we're very, very interested. But the actual like robot interacting with the world is probably better for different team. Agree.[00:21:30] Alessio: Yeah, I'm curious who these teams are supposed to be that invest in them. I feel like everybody's like, yeah, robotics, it's important and like people should invest in it.[00:21:38] But then when you look at like the numbers, like the capital requirements early on versus like the moment of, okay, this is actually gonna work. Let's keep investing. That seems really hard to predict in a way that is not,[00:21:49] Martin Casado: I think co, CO two, kla, gc, I mean these are all invested in in Harvard companies. He just, you know, and [00:22:00] listen, I mean, it could work this time for sure.[00:22:01] Right? I mean if Elon's doing it, he's like, right. Just, just the fact that Elon's doing it means that there's gonna be a lot of capital and a lot of attempts for a long period of time. So that alone maybe suggests that we should just be investing in robotics just ‘cause you have this North star who's Elon with a humanoid and that's gonna like basically willing into being an industry.[00:22:17] Um, but we've just historically found like. We're a huge believer that this is gonna happen. We just don't feel like we're in a good position to diligence these things. ‘cause again, robotics companies tend to be vertical. You really have to understand the market they're being sold into. Like that's like that competitive equilibrium with a human being is what's important.[00:22:34] It's not like the core tech and like we're kind of more horizontal core tech type investors. And this is Sarah and I. Yeah, the ad team is different. They can actually do these types of things.[00:22:42] swyx: Uh, just to clarify, AD stands for[00:22:44] Martin Casado: American Dynamism.[00:22:45] swyx: Alright. Okay. Yeah, yeah, yeah. Uh, I actually, I do have a related question that, first of all, I wanna acknowledge also just on the, on the chip side.[00:22:51] Yeah. I, I recall a podcast that where you were on, i, I, I think it was the a CC podcast, uh, about two or three years ago where you, where you suddenly said [00:23:00] something, which really stuck in my head about how at some point, at some point kind of scale it makes sense to. Build a custom aic Yes. For per run.[00:23:07] Martin Casado: Yes.[00:23:07] It's crazy. Yeah.[00:23:09] swyx: We're here and I think you, you estimated 500 billion, uh, something.[00:23:12] Martin Casado: No, no, no. A billion, a billion dollar training run of $1 billion training run. It makes sense to actually do a custom meic if you can do it in time. The question now is timelines. Yeah, but not money because just, just, just rough math.[00:23:22] If it's a billion dollar training. Then the inference for that model has to be over a billion, otherwise it won't be solvent. So let's assume it's, if you could save 20%, which you could save much more than that with an ASIC 20%, that's $200 million. You can tape out a chip for $200 million. Right? So now you can literally like justify economically, not timeline wise.[00:23:41] That's a different issue. An ASIC per model, which[00:23:44] swyx: is because that, that's how much we leave on the table every single time. We, we, we do like generic Nvidia.[00:23:48] Martin Casado: Exactly. Exactly. No, it, it is actually much more than that. You could probably get, you know, a factor of two, which would be 500 million.[00:23:54] swyx: Typical MFU would be like 50.[00:23:55] Yeah, yeah. And that's good.[00:23:57] Martin Casado: Exactly. Yeah. Hundred[00:23:57] swyx: percent. Um, so, so, yeah, and I mean, and I [00:24:00] just wanna acknowledge like, here we are in, in, in 2025 and opening eyes confirming like Broadcom and all the other like custom silicon deals, which is incredible. I, I think that, uh, you know, speaking about ad there's, there's a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here.[00:24:17] Yeah. Uh, move TSMC here, if that's possible. Um, how much overlap is there from ad[00:24:23] Martin Casado: Yeah.[00:24:23] swyx: To, I guess, growth and, uh, investing in particularly like, you know, US AI companies that are strongly bounded by their compute.[00:24:32] Martin Casado: Yeah. Yeah. So I mean, I, I would view, I would view AD as more as a market segmentation than like a mission, right?[00:24:37] So the market segmentation is, it has kind of regulatory compliance issues or government, you know, sale or it deals with like hardware. I mean, they're just set up to, to, to, to, to. To diligence those types of companies. So it's a more of a market segmentation thing. I would say the entire firm. You know, which has been since it is been intercepted, you know, has geographical biases, right?[00:24:58] I mean, for the longest time we're like, you [00:25:00] know, bay Area is gonna be like, great, where the majority of the dollars go. Yeah. And, and listen, there, there's actually a lot of compounding effects for having a geographic bias. Right. You know, everybody's in the same place. You've got an ecosystem, you're there, you've got presence, you've got a network.[00:25:12] Um, and, uh, I mean, I would say the Bay area's very much back. You know, like I, I remember during pre COVID, like it was like almost Crypto had kind of. Pulled startups away. Miami from the Bay Area. Miami, yeah. Yeah. New York was, you know, because it's so close to finance, came up like Los Angeles had a moment ‘cause it was so close to consumer, but now it's kind of come back here.[00:25:29] And so I would say, you know, we tend to be very Bay area focused historically, even though of course we've asked all over the world. And then I would say like, if you take the ring out, you know, one more, it's gonna be the US of course, because we know it very well. And then one more is gonna be getting us and its allies and Yeah.[00:25:44] And it goes from there.[00:25:45] Sarah Wang: Yeah,[00:25:45] Martin Casado: sorry.[00:25:46] Sarah Wang: No, no. I agree. I think from a, but I think from the intern that that's sort of like where the companies are headquartered. Maybe your questions on supply chain and customer base. Uh, I, I would say our customers are, are, our companies are fairly international from that perspective.[00:25:59] Like they're selling [00:26:00] globally, right? They have global supply chains in some cases.[00:26:03] Martin Casado: I would say also the stickiness is very different.[00:26:05] Sarah Wang: Yeah.[00:26:05] Martin Casado: Historically between venture and growth, like there's so much company building in venture, so much so like hiring the next PM. Introducing the customer, like all of that stuff.[00:26:15] Like of course we're just gonna be stronger where we have our network and we've been doing business for 20 years. I've been in the Bay Area for 25 years, so clearly I'm just more effective here than I would be somewhere else. Um, where I think, I think for some of the later stage rounds, the companies don't need that much help.[00:26:30] They're already kind of pretty mature historically, so like they can kind of be everywhere. So there's kind of less of that stickiness. This is different in the AI time. I mean, Sarah is now the, uh, chief of staff of like half the AI companies in, uh, in the Bay Area right now. She's like, ops Ninja Biz, Devrel, BizOps.[00:26:48] swyx: Are, are you, are you finding much AI automation in your work? Like what, what is your stack.[00:26:53] Sarah Wang: Oh my, in my personal stack.[00:26:54] swyx: I mean, because like, uh, by the way, it's the, the, the reason for this is it is triggering, uh, yeah. We, like, I'm hiring [00:27:00] ops, ops people. Um, a lot of ponders I know are also hiring ops people and I'm just, you know, it's opportunity Since you're, you're also like basically helping out with ops with a lot of companies.[00:27:09] What are people doing these days? Because it's still very manual as far as I can tell.[00:27:13] Sarah Wang: Hmm. Yeah. I think the things that we help with are pretty network based, um, in that. It's sort of like, Hey, how do do I shortcut this process? Well, let's connect you to the right person. So there's not quite an AI workflow for that.[00:27:26] I will say as a growth investor, Claude Cowork is pretty interesting. Yeah. Like for the first time, you can actually get one shot data analysis. Right. Which, you know, if you're gonna do a customer database, analyze a cohort retention, right? That's just stuff that you had to do by hand before. And our team, the other, it was like midnight and the three of us were playing with Claude Cowork.[00:27:47] We gave it a raw file. Boom. Perfectly accurate. We checked the numbers. It was amazing. That was my like, aha moment. That sounds so boring. But you know, that's, that's the kind of thing that a growth investor is like, [00:28:00] you know, slaving away on late at night. Um, done in a few seconds.[00:28:03] swyx: Yeah. You gotta wonder what the whole, like, philanthropic labs, which is like their new sort of products studio.[00:28:10] Yeah. What would that be worth as an independent, uh, startup? You know, like a[00:28:14] Martin Casado: lot.[00:28:14] Sarah Wang: Yeah, true.[00:28:16] swyx: Yeah. You[00:28:16] Martin Casado: gotta hand it to them. They've been executing incredibly well.[00:28:19] swyx: Yeah. I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real. Um, pedal to the metal, whatever the, the, the phrase is, is when they start coming after consumer with, uh, against OpenAI and like that is like red alert at Open ai.[00:28:35] Oh, I[00:28:35] Martin Casado: think they've been pretty clear. They're enterprise focused.[00:28:37] swyx: They have been, but like they've been free. Here's[00:28:40] Martin Casado: care publicly,[00:28:40] swyx: it's enterprise focused. It's coding. Right. Yeah.[00:28:43] AI Labs vs Startups: Disruption, Undercutting & the Innovator's Dilemma[00:28:43] swyx: And then, and, but here's cloud, cloud, cowork, and, and here's like, well, we, uh, they, apparently they're running Instagram ads for Claudia.[00:28:50] I, on, you know, for, for people on, I get them all the time. Right. And so, like,[00:28:54] Martin Casado: uh,[00:28:54] swyx: it, it's kind of like this, the disruption thing of, uh, you know. Mo Open has been doing, [00:29:00] consumer been doing the, just pursuing general intelligence in every mo modality, and here's a topic that only focus on this thing, but now they're sort of undercutting and doing the whole innovator's dilemma thing on like everything else.[00:29:11] Martin Casado: It's very[00:29:11] swyx: interesting.[00:29:12] Martin Casado: Yeah, I mean there's, there's a very open que so for me there's like, do you know that meme where there's like the guy in the path and there's like a path this way? There's a path this way. Like one which way Western man. Yeah. Yeah.[00:29:23] Two Futures for AI: Infinite Market vs AGI Oligopoly[00:29:23] Martin Casado: And for me, like, like all the entire industry kind of like hinges on like two potential futures.[00:29:29] So in, in one potential future, um, the market is infinitely large. There's perverse economies of scale. ‘cause as soon as you put a model out there, like it kind of sublimates and all the other models catch up and like, it's just like software's being rewritten and fractured all over the place and there's tons of upside and it just grows.[00:29:48] And then there's another path which is like, well. Maybe these models actually generalize really well, and all you have to do is train them with three times more money. That's all you have to [00:30:00] do, and it'll just consume everything beyond it. And if that's the case, like you end up with basically an oligopoly for everything, like, you know mm-hmm.[00:30:06] Because they're perfectly general and like, so this would be like the, the a GI path would be like, these are perfectly general. They can do everything. And this one is like, this is actually normal software. The universe is complicated. You've got, and nobody knows the answer.[00:30:18] The Economics Reality Check: Gross Margins, Training Costs & Borrowing Against the Future[00:30:18] Martin Casado: My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they're making and how much they, they spent training the last model, they're gross margin positive.[00:30:30] You're like, oh, that's really working. But if you look at like. The current training that they're doing for the next model, their gross margin negative. So part of me thinks that a lot of ‘em are kind of borrowing against the future and that's gonna have to slow down. It's gonna catch up to them at some point in time, but we don't really know.[00:30:47] Sarah Wang: Yeah.[00:30:47] Martin Casado: Does that make sense? Like, I mean, it could be, it could be the case that the only reason this is working is ‘cause they can raise that next round and they can train that next model. ‘cause these models have such a short. Life. And so at some point in time, like, you know, they won't be able to [00:31:00] raise that next round for the next model and then things will kind of converge and fragment again.[00:31:03] But right now it's not.[00:31:04] Sarah Wang: Totally. I think the other, by the way, just, um, a meta point. I think the other lesson from the last three years is, and we talk about this all the time ‘cause we're on this. Twitter X bubble. Um, cool. But, you know, if you go back to, let's say March, 2024, that period, it felt like a, I think an open source model with an, like a, you know, benchmark leading capability was sort of launching on a daily basis at that point.[00:31:27] And, um, and so that, you know, that's one period. Suddenly it's sort of like open source takes over the world. There's gonna be a plethora. It's not an oligopoly, you know, if you fast, you know, if you, if you rewind time even before that GPT-4 was number one for. Nine months, 10 months. It's a long time. Right.[00:31:44] Um, and of course now we're in this era where it feels like an oligopoly, um, maybe some very steady state shifts and, and you know, it could look like this in the future too, but it just, it's so hard to call. And I think the thing that keeps, you know, us up at [00:32:00] night in, in a good way and bad way, is that the capability progress is actually not slowing down.[00:32:06] And so until that happens, right, like you don't know what's gonna look like.[00:32:09] Martin Casado: But I, I would, I would say for sure it's not converged, like for sure, like the systemic capital flows have not converged, meaning right now it's still borrowing against the future to subsidize growth currently, which you can do that for a period of time.[00:32:23] But, but you know, at the end, at some point the market will rationalize that and just nobody knows what that will look like.[00:32:29] Alessio: Yeah.[00:32:29] Martin Casado: Or, or like the drop in price of compute will, will, will save them. Who knows?[00:32:34] Alessio: Yeah. Yeah. I think the models need to ask them to, to specific tasks. You know? It's like, okay, now Opus 4.5 might be a GI at some specific task, and now you can like depreciate the model over a longer time.[00:32:45] I think now, now, right now there's like no old model.[00:32:47] Martin Casado: No, but let, but lemme just change that mental, that's, that used to be my mental model. Lemme just change it a little bit.[00:32:53] Capital as a Weapon vs Task Saturation: Where Real Enterprise Value Gets Built[00:32:53] Martin Casado: If you can raise three times, if you can raise more than the aggregate of anybody that uses your models, that doesn't even matter.[00:32:59] It doesn't [00:33:00] even matter. See what I'm saying? Like, yeah. Yeah. So, so I have an API Business. My API business is 60% margin, or 70% margin, or 80% margin is a high margin business. So I know what everybody is using. If I can raise more money than the aggregate of everybody that's using it, I will consume them whether I'm a GI or not.[00:33:14] And I will know if they're using it ‘cause they're using it. And like, unlike in the past where engineering stops me from doing that.[00:33:21] Alessio: Mm-hmm.[00:33:21] Martin Casado: It is very straightforward. You just train. So I also thought it was kind of like, you must ask the code a GI, general, general, general. But I think there's also just a possibility that the, that the capital markets will just give them the, the, the ammunition to just go after everybody on top of ‘em.[00:33:36] Sarah Wang: I, I do wonder though, to your point, um, if there's a certain task that. Getting marginally better isn't actually that much better. Like we've asked them to it, to, you know, we can call it a GI or whatever, you know, actually, Ali Goi talks about this, like we're already at a GI for a lot of functions in the enterprise.[00:33:50] Um. That's probably those for those tasks, you probably could build very specific companies that focus on just getting as much value out of that task that isn't [00:34:00] coming from the model itself. There's probably a rich enterprise business to be built there. I mean, could be wrong on that, but there's a lot of interesting examples.[00:34:08] So, right, if you're looking the legal profession or, or whatnot, and maybe that's not a great one ‘cause the models are getting better on that front too, but just something where it's a bit saturated, then the value comes from. Services. It comes from implementation, right? It comes from all these things that actually make it useful to the end customer.[00:34:24] Martin Casado: Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.[00:34:31] Sarah Wang: Mm-hmm.[00:34:32] Martin Casado: Yeah. I code every day. It's so fun.[00:34:35] Sarah Wang: That's a core question. Yeah.[00:34:36] Martin Casado: And like. When I'm talking to these models, it's not just code. I mean, it's everything, right? Like I, you know, like it's,[00:34:43] swyx: it's healthcare.[00:34:44] It's,[00:34:44] Martin Casado: I mean, it's[00:34:44] swyx: Mele,[00:34:45] Martin Casado: but it's every, it is exactly that. Like, yeah, that's[00:34:47] Sarah Wang: great support. Yeah.[00:34:48] Martin Casado: It's everything. Like I'm asking these models to, yeah, to understand compliance. I'm asking these models to go search the web. I'm asking these models to talk about things I know in the history, like it's having a full conversation with me while I, I engineer, and so it could be [00:35:00] the case that like, mm-hmm.[00:35:01] The most a, you know, a GI complete, like I'm not an a GI guy. Like I think that's, you know, but like the most a GI complete model will is win independent of the task. And we don't know the answer to that one either.[00:35:11] swyx: Yeah.[00:35:12] Martin Casado: But it seems to me that like, listen, codex in my experience is for sure better than Opus 4.5 for coding.[00:35:18] Like it finds the hardest bugs that I work in with. Like, it is, you know. The smartest developers. I don't work on it. It's great. Um, but I think Opus 4.5 is actually very, it's got a great bedside manner and it really, and it, it really matters if you're building something very complex because like, it really, you know, like you're, you're, you're a partner and a brainstorming partner for somebody.[00:35:38] And I think we don't discuss enough how every task kind of has that quality.[00:35:42] swyx: Mm-hmm.[00:35:43] Martin Casado: And what does that mean to like capital investment and like frontier models and Submodels? Yeah.[00:35:47] Why “Coding Models” Keep Collapsing into Generalists (Reasoning vs Taste)[00:35:47] Martin Casado: Like what happened to all the special coding models? Like, none of ‘em worked right. So[00:35:51] Alessio: some of them, they didn't even get released.[00:35:53] Magical[00:35:54] Martin Casado: Devrel. There's a whole, there's a whole host. We saw a bunch of them and like there's this whole theory that like, there could be, and [00:36:00] I think one of the conclusions is, is like there's no such thing as a coding model,[00:36:04] Alessio: you know?[00:36:04] Martin Casado: Like, that's not a thing. Like you're talking to another human being and it's, it's good at coding, but like it's gotta be good at everything.[00:36:10] swyx: Uh, minor disagree only because I, I'm pretty like, have pretty high confidence that basically open eye will always release a GPT five and a GT five codex. Like that's the code's. Yeah. The way I call it is one for raisin, one for Tiz. Um, and, and then like someone internal open, it was like, yeah, that's a good way to frame it.[00:36:32] Martin Casado: That's so funny.[00:36:33] swyx: Uh, but maybe it, maybe it collapses down to reason and that's it. It's not like a hundred dimensions doesn't life. Yeah. It's two dimensions. Yeah, yeah, yeah, yeah. Like and exactly. Beside manner versus coding. Yeah.[00:36:43] Martin Casado: Yeah.[00:36:44] swyx: It's, yeah.[00:36:46] Martin Casado: I, I think for, for any, it's hilarious. For any, for anybody listening to this for, for, for, I mean, for you, like when, when you're like coding or using these models for something like that.[00:36:52] Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you're, I [00:37:00] think like, like the best Soto ish model. You know, it is going to remain very important no matter what the task is.[00:37:06] swyx: Yeah.[00:37:07] What He's Actually Coding: Gaussian Splats, Spark.js & 3D Scene Rendering Demos[00:37:07] swyx: Uh, speaking of coding, uh, I, I'm gonna be cheeky and ask like, what actually are you coding?[00:37:11] Because obviously you, you could code anything and you are obviously a busy investor and a manager of the good. Giant team. Um, what are you calling?[00:37:18] Martin Casado: I help, um, uh, FEFA at World Labs. Uh, it's one of the investments and um, and they're building a foundation model that creates 3D scenes.[00:37:27] swyx: Yeah, we had it on the pod.[00:37:28] Yeah. Yeah,[00:37:28] Martin Casado: yeah. And so these 3D scenes are Gaussian splats, just by the way that kind of AI works. And so like, you can reconstruct a scene better with, with, with radiance feels than with meshes. ‘cause like they don't really have topology. So, so they, they, they produce each. Beautiful, you know, 3D rendered scenes that are Gaussian splats, but the actual industry support for Gaussian splats isn't great.[00:37:50] It's just never, you know, it's always been meshes and like, things like unreal use meshes. And so I work on a open source library called Spark js, which is a. Uh, [00:38:00] a JavaScript rendering layer ready for Gaussian splats. And it's just because, you know, um, you, you, you need that support and, and right now there's kind of a three js moment that's all meshes and so like, it's become kind of the default in three Js ecosystem.[00:38:13] As part of that to kind of exercise the library, I just build a whole bunch of cool demos. So if you see me on X, you see like all my demos and all the world building, but all of that is just to exercise this, this library that I work on. ‘cause it's actually a very tough algorithmics problem to actually scale a library that much.[00:38:29] And just so you know, this is ancient history now, but 30 years ago I paid for undergrad, you know, working on game engines in college in the late nineties. So I've got actually a back and it's very old background, but I actually have a background in this and so a lot of it's fun. You know, but, but the, the, the, the whole goal is just for this rendering library to, to,[00:38:47] Sarah Wang: are you one of the most active contributors?[00:38:49] The, their GitHub[00:38:50] Martin Casado: spark? Yes.[00:38:51] Sarah Wang: Yeah, yeah.[00:38:51] Martin Casado: There's only two of us there, so, yes. No, so by the way, so the, the pri The pri, yeah. Yeah. So the primary developer is a [00:39:00] guy named Andres Quist, who's an absolute genius. He and I did our, our PhDs together. And so like, um, we studied for constant Quas together. It was almost like hanging out with an old friend, you know?[00:39:09] And so like. So he, he's the core, core guy. I did mostly kind of, you know, the side I run venture fund.[00:39:14] swyx: It's amazing. Like five years ago you would not have done any of this. And it brought you back[00:39:19] Martin Casado: the act, the Activ energy, you're still back. Energy was so high because you had to learn all the framework b******t.[00:39:23] Man, I f*****g used to hate that. And so like, now I don't have to deal with that. I can like focus on the algorithmics so I can focus on the scaling and I,[00:39:29] swyx: yeah. Yeah.[00:39:29] LLMs vs Spatial Intelligence + How to Value World Labs' 3D Foundation Model[00:39:29] swyx: And then, uh, I'll observe one irony and then I'll ask a serious investor question, uh, which is like, the irony is FFE actually doesn't believe that LMS can lead us to spatial intelligence.[00:39:37] And here you are using LMS to like help like achieve spatial intelligence. I just see, I see some like disconnect in there.[00:39:45] Martin Casado: Yeah. Yeah. So I think, I think, you know, I think, I think what she would say is LLMs are great to help with coding.[00:39:51] swyx: Yes.[00:39:51] Martin Casado: But like, that's very different than a model that actually like provides, they, they'll never have the[00:39:56] swyx: spatial inte[00:39:56] Martin Casado: issues.[00:39:56] And listen, our brains clearly listen, our brains, brains clearly have [00:40:00] both our, our brains clearly have a language reasoning section and they clearly have a spatial reasoning section. I mean, it's just, you know, these are two pretty independent problems.[00:40:07] swyx: Okay. And you, you, like, I, I would say that the, the one data point I recently had, uh, against it is the DeepMind, uh, IMO Gold, where, so, uh, typically the, the typical answer is that this is where you start going down the neuros symbolic path, right?[00:40:21] Like one, uh, sort of very sort of abstract reasoning thing and one form, formal thing. Um, and that's what. DeepMind had in 2024 with alpha proof, alpha geometry, and now they just use deep think and just extended thinking tokens. And it's one model and it's, and it's in LM.[00:40:36] Martin Casado: Yeah, yeah, yeah, yeah, yeah.[00:40:37] swyx: And so that, that was my indication of like, maybe you don't need a separate system.[00:40:42] Martin Casado: Yeah. So, so let me step back. I mean, at the end of the day, at the end of the day, these things are like nodes in a graph with weights on them. Right. You know, like it can be modeled like if you, if you distill it down. But let me just talk about the two different substrates. Let's, let me put you in a dark room.[00:40:56] Like totally black room. And then let me just [00:41:00] describe how you exit it. Like to your left, there's a table like duck below this thing, right? I mean like the chances that you're gonna like not run into something are very low. Now let me like turn on the light and you actually see, and you can do distance and you know how far something away is and like where it is or whatever.[00:41:17] Then you can do it, right? Like language is not the right primitives to describe. The universe because it's not exact enough. So that's all Faye, Faye is talking about. When it comes to like spatial reasoning, it's like you actually have to know that this is three feet far, like that far away. It is curved.[00:41:37] You have to understand, you know, the, like the actual movement through space.[00:41:40] swyx: Yeah.[00:41:40] Martin Casado: So I do, I listen, I do think at the end of these models are definitely converging as far as models, but there's, there's, there's different representations of problems you're solving. One is language. Which, you know, that would be like describing to somebody like what to do.[00:41:51] And the other one is actually just showing them and the space reasoning is just showing them.[00:41:55] swyx: Yeah, yeah, yeah. Right. Got it, got it. Uh, the, in the investor question was on, on, well labs [00:42:00] is, well, like, how do I value something like this? What, what, what work does the, do you do? I'm just like, Fefe is awesome.[00:42:07] Justin's awesome. And you know, the other two co-founder, co-founders, but like the, the, the tech, everyone's building cool tech. But like, what's the value of the tech? And this is the fundamental question[00:42:16] Martin Casado: of, well, let, let, just like these, let me just maybe give you a rough sketch on the diffusion models. I actually love to hear Sarah because I'm a venture for, you know, so like, ventures always, always like kind of wild west type[00:42:24] swyx: stuff.[00:42:24] You, you, you, you paid a dream and she has to like, actually[00:42:28] Martin Casado: I'm gonna say I'm gonna mar to reality, so I'm gonna say the venture for you. And she can be like, okay, you a little kid. Yeah. So like, so, so these diffusion models literally. Create something for, for almost nothing. And something that the, the world has found to be very valuable in the past, in our real markets, right?[00:42:45] Like, like a 2D image. I mean, that's been an entire market. People value them. It takes a human being a long time to create it, right? I mean, to create a, you know, a, to turn me into a whatever, like an image would cost a hundred bucks in an hour. The inference cost [00:43:00] us a hundredth of a penny, right? So we've seen this with speech in very successful companies.[00:43:03] We've seen this with 2D image. We've seen this with movies. Right? Now, think about 3D scene. I mean, I mean, when's Grand Theft Auto coming out? It's been six, what? It's been 10 years. I mean, how, how like, but hasn't been 10 years.[00:43:14] Alessio: Yeah.[00:43:15] Martin Casado: How much would it cost to like, to reproduce this room in 3D? Right. If you, if you, if you hired somebody on fiber, like in, in any sort of quality, probably 4,000 to $10,000.[00:43:24] And then if you had a professional, probably $30,000. So if you could generate the exact same thing from a 2D image, and we know that these are used and they're using Unreal and they're using Blend, or they're using movies and they're using video games and they're using all. So if you could do that for.[00:43:36] You know, less than a dollar, that's four or five orders of magnitude cheaper. So you're bringing the marginal cost of something that's useful down by three orders of magnitude, which historically have created very large companies. So that would be like the venture kind of strategic dreaming map.[00:43:49] swyx: Yeah.[00:43:50] And, and for listeners, uh, you can do this yourself on your, on your own phone with like. Uh, the marble.[00:43:55] Martin Casado: Yeah. Marble.[00:43:55] swyx: Uh, or but also there's many Nerf apps where you just go on your iPhone and, and do this.[00:43:59] Martin Casado: Yeah. Yeah. [00:44:00] Yeah. And, and in the case of marble though, it would, what you do is you literally give it in.[00:44:03] So most Nerf apps you like kind of run around and take a whole bunch of pictures and then you kind of reconstruct it.[00:44:08] swyx: Yeah.[00:44:08] Martin Casado: Um, things like marble, just that the whole generative 3D space will just take a 2D image and it'll reconstruct all the like, like[00:44:16] swyx: meaning it has to fill in. Uh,[00:44:18] Martin Casado: stuff at the back of the table, under the table, the back, like, like the images, it doesn't see.[00:44:22] So the generator stuff is very different than reconstruction that it fills in the things that you can't see.[00:44:26] swyx: Yeah. Okay.[00:44:26] Sarah Wang: So,[00:44:27] Martin Casado: all right. So now the,[00:44:28] Sarah Wang: no, no. I mean I love that[00:44:29] Martin Casado: the adult[00:44:29] Sarah Wang: perspective. Um, well, no, I was gonna say these are very much a tag team. So we, we started this pod with that, um, premise. And I think this is a perfect question to even build on that further.[00:44:36] ‘cause it truly is, I mean, we're tag teaming all of these together.[00:44:39] Investing in Model Labs, Media Rumors, and the Cursor Playbook (Margins & Going Down-Stack)[00:44:39] Sarah Wang: Um, but I think every investment fundamentally starts with the same. Maybe the same two premises. One is, at this point in time, we actually believe that there are. And of one founders for their particular craft, and they have to be demonstrated in their prior careers, right?[00:44:56] So, uh, we're not investing in every, you know, now the term is NEO [00:45:00] lab, but every foundation model, uh, any, any company, any founder trying to build a foundation model, we're not, um, contrary to popular opinion, we're

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What does it actually take to build a sustainable, global art career in 2026? As the market shifts away from the high-octane speculation of the early 2020s, a new era of radical transparency and artist autonomy is emerging. In this episode, host Ekaterina Popova sits down with visionary curator, collector, and entrepreneur Sonia Borrell to pull back the curtain on what the world's top collectors are looking for right now. Sonia shares the inspiration behind her newest venture, StudiotoGallery, a platform designed to dismantle traditional gatekeeping and return control to the creator. From the importance of "positioning over visibility" to navigating the rapid growth of the Chinese art market, this conversation is a masterclass in modern art business. Whether you're an emerging painter or an established professional, Sonia's insights offer a refreshing, high-level perspective on thriving in today's selective ecosystem. Inside the Conversation The 2026 Market Recalibration: Sonia discusses why "hype" pricing is falling away and how artists can re-emerge by focusing on authentic connections and sustainable growth. The Sovereign Artist: A look at the StudiotoGallery model, where artists maintain full control over their pricing, inventory, and gallery representation. The Power of Positioning: Why your "human filter" and professional presentation matter more to a museum or serious collector than a viral Instagram reel. Global Expansion: Sonia shares her experience bridging the gap between Western creators and major corporate partners and institutions in China. Sustainable Partnerships: How to identify a "human-centric" gallery and why the future of the art world relies on collaborative, shoulder-to-shoulder work. Protecting Your Practice: Practical advice on avoiding scammers, managing mental health in the studio, and staying positive during market shifts. About Sonia Borrell Sonia Borrell is a prominent art world connector, collector, and founder of Art Belina and StudiotoGallery. With deep roots in the international market, she specializes in helping artists scale their businesses through IP collaborations, museum placements, and high-level mentorship. Sonia is a pioneer in the movement toward a more transparent and educator-led art market, providing artists with the tools they need to lead their own careers. Connect with Our Guest Website: soniabblondon.com Platform: studiotogallery.com Resources for Artists Create! Magazine

Subscribe to Throwing Fits on Substack. Our interview with Nicholas Daley is all about the three C's: community, craftsmanship and culture. Nicholas—the founder and designer of the eponymous brand—took time out of a busy market week to swing by the stu for some banter on taking a tumble in Paris, his whirlwind world tour, Japanese Jamaican fusion, his crazy talented crew of classmates at Central Saint Martins, getting high off the soundsystem frequencies, his parents were the coolest, lessons from a decade in the business, what it's like making it into the actual Met (and the gala too), learning to trademark your IP the hard way, interning under Sir Paul Smith's chaotic genius, what's the vibe like on Saville Row these days, how his major markets in the US, UK and Japan differ, momentum and loyalty are everything, digging into heritage when it comes to nailing his collaborations, who he's pulling for in the World Cup might surprise you, and much more on Nicholas Daley's interview with The Only Podcast That Matters™.