Podcasts about IP

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    Latest podcast episodes about IP

    On with Kara Swisher
    The Story Behind Netflix's Most Popular Film Ever

    On with Kara Swisher

    Play Episode Listen Later Feb 23, 2026 57:33


    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

    The Born And Raised Audio Experience
    Discussion on Oregon IP 28, Outdoor Rights, and Polarized Politics

    The Born And Raised Audio Experience

    Play Episode Listen Later Feb 23, 2026 46:59


    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.    

    Podcast 241
    267: A Knight of the Seven Kingdoms - Season One Overview

    Podcast 241

    Play Episode Listen Later Feb 23, 2026 59:16


    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

    TellyCast: The TV industry news review
    How TV Producers Can Actually Make Money in Digital

    TellyCast: The TV industry news review

    Play Episode Listen Later Feb 22, 2026 33:19 Transcription Available


    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

    My Xbox And Me
    Is This Industry Broken? | My Xbox And Me 554

    My Xbox And Me

    Play Episode Listen Later Feb 20, 2026 96:21


    ►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

    Smart Money Circle
    This CEO Is Creating Value With Intellectual Property & Crypto. Meet Justin Stiefel CEO IP Strategy

    Smart Money Circle

    Play Episode Listen Later Feb 20, 2026 25:36


    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.

    Floor Daily Flooring Professional Podcast
    Floris Koopmans Showcases Unilins Expanded IP Portfolio and New Display at Surfaces 2026

    Floor Daily Flooring Professional Podcast

    Play Episode Listen Later Feb 20, 2026 5:30


    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.

    Informed Pregnancy Podcast
    Ep. 499 Double Trouble with Sasha Bessonova

    Informed Pregnancy Podcast

    Play Episode Listen Later Feb 19, 2026 52:28


    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

    Terminal Value
    Confessions of a Reformed Chemist, and Why IP Strategy Determines Who Gets Funded

    Terminal Value

    Play Episode Listen Later Feb 19, 2026 27:46


    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.

    Lawyerist Podcast
    Healing the High-Achieving Lawyer: Rethinking Sobriety and Success, with Melissa Silverstein

    Lawyerist Podcast

    Play Episode Listen Later Feb 19, 2026 30:24


    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   

    The Smart Buildings Academy Podcast | Teaching You Building Automation, Systems Integration, and Information Technology

    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.

    Health Coach Academy
    How Health Coaches Can Turn Their Expertise Into High-Ticket Leads Using Diagnostic Quizzes

    Health Coach Academy

    Play Episode Listen Later Feb 19, 2026 31:30


    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.

    Scarif Scuttlebutt Podcast
    EP240 The Complete Fan

    Scarif Scuttlebutt Podcast

    Play Episode Listen Later Feb 19, 2026 65:02


    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.

    Deconstructor of Fun
    TWiG #371: Clash Royale Chaos, Blizzard's Big Reset, & The AI Illusion

    Deconstructor of Fun

    Play Episode Listen Later Feb 19, 2026 65:11


    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

    Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0
    Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z

    Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0

    Play Episode Listen Later Feb 19, 2026 55:18


    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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    Dr Marketing Tips Podcast

    Play Episode Listen Later Feb 19, 2026 36:26


    In 2026, the landscape of digital privacy in healthcare has shifted dramatically. It's no longer just about staying HIPAA compliant; it's about navigating a "wild west" of state-level consumer data laws, aggressive class-action lawsuits, and the end of surveillance-based marketing.In this first of a two-part series, Jennifer and Corey break down why your standard Google Analytics setup might actually be a liability and how 20 different state regulatory environments are changing the rules for healthcare marketers. We discuss the rise of a new cottage industry of privacy litigation and why "Accept Cookies" banners are no longer enough to protect your practice.Key Takeaways:The New Privacy Landscape: Why privacy is becoming a standalone regulatory category separate from HIPAA.The Google Analytics Problem: Understanding why HHS and OCR guidance suggests that tools like Google Analytics can create PHI violations simply by tracking IP addresses on condition pages.State-Specific Hazards: A look at the strict laws already on the books in Washington, Nevada, Connecticut, and Maryland.The Ambulance Chasers of Tech: How law firms are targeting practices for pixel-related tracking violations.Trust as a Commodity: Why protecting patient data from big tech is now a brand differentiator and a way to build long-term patient loyalty.

    HR Data Labs podcast
    Brian Platz - The Future of AI in HR: Privacy, Security, and Transformation Opportunities

    HR Data Labs podcast

    Play Episode Listen Later Feb 19, 2026 30:02


    In this episode, we explore how artificial intelligence is revolutionizing HR, with a focus on building trust through data privacy and security. Join us as we discuss practical steps, emerging challenges, and the evolving role of HR professionals in the AI era. Key Topics: The importance of foundational data quality before implementing AI in HR Securing sensitive employee data and managing privacy concerns The role of semantic layers and data organization for effective AI use How AI impacts HR workflows and transforms knowledge work Practical approaches to integrating AI responsibly and securely Education needs for HR to understand AI risks and opportunities Future trends: AI's potential to reinvent HR practices, not just automate Resources & Links: Fuel 50 - Workforce Mobility and Talent Pipelines Amazon - Book: Data Privacy and Security in the Cloud Flurry - Official Website Amazon Bedrock - AI Model Service Anthropic - AI Safety and Privacy Guarantees OpenAI - Responsible AI Use Connect with Brian Platts: LinkedIn Twitter Timestamps:  00:30 - Welcome and introduction to the episode 01:15 - Brian Platts' background in HR and software 02:08 - Flurry's mission to make data meaningful for HR 03:26 - Fun fact: starting career driving a semi truck 04:44 - AI in HR: privacy, security, and data foundations 05:53 - Preparing your HR data for AI adoption 06:08 - Challenges with data quality and use cases 07:08 - Security considerations: private vs. public data 08:22 - Trusting AI vendors and data-sharing risks 09:15 - Teaching AI to query data securely 10:07 - Data organization and semantic layers 11:29 - Improving chatbots and avoiding misinformation 12:26 - Ensuring process accuracy and data integrity 13:14 - Sharing vs. protecting employee data 14:05 - Re-implementing permissions in AI-driven systems 15:01 - Education and awareness around AI security 16:13 - Learning from SaaS security issues during early cloud adoption 17:18 - HR's role in AI education and safeguarding IP 18:14 - Balancing productivity gains with security controls 19:06 - AI's impact on HR future: automation and new workforce roles 20:16 - The concept of the “Meat Layer” and human-AI collaboration 21:02 - Will AI replace HR jobs or empower them? 22:16 - The limits of current AI technology and future innovations 23:03 - Analogies: AI as a horse and the importance of tooling 24:06 - Embracing AI to enhance human work rather than replace it 25:16 - Reinventing HR processes beyond IT-led automation 26:18 - Regulatory challenges and incremental HR AI adoption 27:30 - How HR can lead responsible AI integration 28:03 - Final advice for HR professionals: think broadly and connect the dots

    姐妹悄悄話|SistersTalkTalkShow
    姐妹悄悄話EP183 貝克漢家出事了 !?

    姐妹悄悄話|SistersTalkTalkShow

    Play Episode Listen Later Feb 18, 2026 27:51


    從貝克漢家族如何變成大IP聊起nepo baby一輩子活在爸媽的陰影之下布魯克林結婚後,跟原生家庭漸行漸遠婚禮事件看出婆媳關係有蹊蹺 抽絲剝繭還原現場 一一解析美國和英國文化有很大的差異一邊是媽媽,一邊是老婆,布魯克林選邊站兩方都有各自的立場 到底誰對誰錯? 門當戶對不只看錢財,更重要的是核心價值觀若經濟不獨立,若太年輕不要輕易選擇結婚   姐妹悄悄話Podcast Apple:https://reurl.cc/L3MOry Spotify : https://reurl.cc/arGYmZ KKBOX : https://reurl.cc/m9vKlM 小宇宙:https://reurl.cc/65164O 節目 FB 粉絲頁: https://www.facebook.com/sisterstalktalkshow  節目Instagram:https://www.instagram.com/sisterstalktalkshow 節目TikTok :https://www.tiktok.com/@sisterstalktalkshow YouTube影音版: https://www.youtube.com/@sisterstalktalkshow 若需再製使用 請來信取得授權同意sisterstalktalkshow@gmail.com

    Art and Cocktails
    What Collectors Wish Emerging Artists Knew About the Art Market in 2026 with Sonia Borrell

    Art and Cocktails

    Play Episode Listen Later Feb 18, 2026 38:42


    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

    Multiverse News
    Spider-Noir Trailer, Full Mandalorian and Grogu Trailer, Valentine's Box Office

    Multiverse News

    Play Episode Listen Later Feb 18, 2026 43:14


    Welcome to Multiverse News, Your source for Information about all your favorite fictional universesPrime Video unveiled the first trailer for Spider-Noir, starring Nicolas Cage in his first leading TV role as Ben Reilly—a name change from the Peter Parker version he voiced in Into the Spider-Verse—a down-on-his-luck 1930s New York private investigator forced to reckon with his past as the city's only superhero. The trailer also teased multiple villains and concluded with the tagline With No Power Comes No Responsibility. The eight-episode series is set to launch May 27 as a full binge release with each episode available in both black-and-white and color versions.Lucasfilm dropped the first full trailer for The Mandalorian and Grogu Tuesday morning, setting up Star Wars' return to theaters after seven years with Din Djarin and Grogu enlisted by the New Republic to combat scattered Imperial warlords. The May 22 release directed by Jon Favreau and co-written with newly promoted Lucasfilm president Dave Filoni features Pedro Pascal, Sigourney Weaver as former Rebel pilot Colonel Ward, and Jeremy Allen White voicing Rotta the Hutt, with footage showcasing Coruscant, Hoth, gladiator fights, and action sequences far bigger than the Disney+ series. Emerald Fennell's Wuthering Heights capitalized on Valentine's Day weekend with $83M globally ($37.5M domestic, $45.5M international), marking Warner Bros' ninth consecutive number one opening. Sony's GOAT overperformed with $35.1M domestic; the best opening for an original animated film since Pixar's Element, while Amazon MGM's Crime 101 stumbled with just $16.3M domestic against its $90M budget. The romantic drama skewed heavily female with 76% of audiences and represents record openings for both Fennell and Jacob Elordi, though the holiday boost may be short-lived as GOAT already beat it on both Sunday and Monday.Jason Momoa will star in Sony Pictures and PlayStation Productions' film adaptation of Helldivers, directed by Justin Lin, set to hit theaters on November 10, 2027. The film is based on the popular video game franchise in which an elite unit of soldiers called Helldivers battle alien creatures threatening the fictional planet of Super Earth, with Helldivers 2 having sold more than 12 million units in its first four months after its 2024 launch.Blumhouse-Atomic Monster and Behaviour Interactive have tapped David Leslie Johnson-McGoldrick and Alexandre Aja to write the feature film adaptation of the horror video game Dead by Daylight. Aja will not direct the film as he is committed to directing Under Paris 2 for Netflix, so the companies are beginning the search for a director, with James Wan, Jason Blum, and Stephen Mulrooney serving as producers.James Van Der Beek, the actor best known for playing Dawson Leery on the hit teen drama Dawson's Creek, died on February 11, 2026, at age 48 after battling Stage 3 colorectal cancer. Van Der Beek was diagnosed with the disease in 2023 and made his diagnosis public in November 2024, with his family confirming he passed peacefully and met his final days with courage, faith, and grace.Apple has acquired the IP and all rights to Severance from producer Fifth Season in a deal worth just under $70 million, with Apple Studios now producing future seasons in-house while Fifth Season remains as an executive producer. The series has been renewed for Season 3 with a fourth season considered a lock, and showrunner Dan Erickson and director Ben Stiller are open to expanding the franchise with prequels, spinoffs, and foreign versions to keep fans engaged during gaps between seasons.Lionsgate and Saber Interactive have announced a AAA John Wick video game in development for PlayStation 5, Xbox Series X|S, and PC, with Keanu Reeves reprising his role providing the character's look, voice, and involvement in production alongside franchise director Chad Stahelski.

    Retail War Games
    Retail Collective-Panel 1: Navigating Economic Headwinds. Strategies for Price-Sensitive Consumers for Premium Brands

    Retail War Games

    Play Episode Listen Later Feb 18, 2026 70:51


    This panel brings together some of Utah's most dynamic founders and operators to unpack one of the biggest questions facing consumer brands today: How do you navigate economic headwinds while serving increasingly price‑sensitive customers — without compromising your brand? Moderated by Nicea DeGering (ABC4) and Rachelle Morris (Stalwart Ventures), the conversation features leaders from premium footwear, beauty, baby products, grooming, and golf — each offering a unique lens on trust, pricing, manufacturing, community, and long‑term brand building. In this discussion: • How tariffs, elections, and shifting consumer psychology are reshaping demand • The rise of trust as the ultimate differentiator in 2026 • What happens when factories steal IP — and how to protect your brand • Why some founders are moving manufacturing to the U.S. • How DTC brands are adapting after Meta's algorithm changes • The role of community, storytelling, and authenticity in premium pricing • Why long‑term brand building beats short‑term tactics A candid, practical, and deeply relevant conversation for any founder navigating today's unpredictable consumer landscape.  

    The Quill & Sword
    The Quill & Sword | The FAR & Beyond Episode 24: Intellectual Property 101

    The Quill & Sword

    Play Episode Listen Later Feb 18, 2026 17:44


    On this Episode, we dive into Intellectual Property (IP) Law. We discuss the different types of IP and discuss IP at basic 101 level. Learn more about The Quill & Sword series of podcasts by visiting our podcast page at https://tjaglcs.army.mil/thequillandsword. The Quill & Sword show includes featured episodes from across the JAGC, plus all episodes from our four separate shows: “Criminal Law Department Presents” (Criminal Law Department), “NSL Unscripted” (National Security Law Department), “The FAR and Beyond” (Contract & Fiscal Law Department) and “Hold My Reg” (Administrative & Civil Law Department). Connect with The Judge Advocate General's Legal Center and School by visiting our website at https://tjaglcs.army.mil/ or on Facebook (tjaglcs), Instagram (tjaglcs), or LinkedIn (school/tjaglcs).

    Kicking the Seat
    Ep1205: Wuthering Heights (2026) - Live Roundtable Review

    Kicking the Seat

    Play Episode Listen Later Feb 18, 2026


    This week, Earth's Mightiest critics bust out the fainting couches for a robust, rivalrous review of Emerald Fennell's Wuthering Heights!Jacob Elordi and Margot Robbie star in the latest big-screen interpretation of Emily Brontë's 1847 novel, which unleashed relentless humiliation, misery, and revenge upon the literary world. Or, as the film's marketing calls it, "The Greatest Love Story of All Time"!The film topped its opening weekend's box office, despite mixed critics' reviews and scathing commentary by fans of the novel. But are audiences really past the point of caring if movies are faithful to their source material? And is this a more troubling sign of a lack of media literacy--and actual literacy?Both sides square off in a dynamic duel of defenders and detractors!Join us for a hot and bothered (mostly bothered) look at the latest IP smash-and-grab masquerading as an adaptation! We'll also take your questions, comments, and SuperChats! Support Kicking the Seat on Patreon, subscribe to us on YouTube, and follow us at:XLetterboxdInstagramFacebookShow LinksWatch the Wuthering Heights (2026) trailer.Support all of Earth's Mightiest Critics at their various outlets:Keep up with Jeff York's criticism and caricatures at The Establishing Shot and Pipeline Artists.Check out Mark "The Movie Man" Krawczyk's The Spoiler Room Podcast.Get seated with The Blonde in Front!Follow David Fowlie's film criticism at Keeping It Reel.Get educated with Don Shanahan at Every Movie Has a Lesson…...And Film Obsessive...and the Cinephile Hissy Fit Podcast.Keep up with Annie Banks at The Mary Sue....and We Got This Covered.Make Nice with Mike Crowley of You'll Probably Agree.And save your celluloid soul with Dave Canfield's Substack, "Creature Feature Preacher".

    Taking Inventory
    The Agent Era: OpenAI Scoops OpenClaw, Manus Meets Ads Manager & Ben Putley on AI-Crypto Convergence

    Taking Inventory

    Play Episode Listen Later Feb 18, 2026 52:54


    James and Daniel break down Peter Steinberger's massive move taking OpenClaw to OpenAI, Meta's counter by integrating its recent Manus acquisition directly into ad and chat platforms. We also dive into why media and IP are in trouble, what ice dancing and AI have in common, and Netflix's little brother moment.Later in the show, we sit down with Ben Putley, CEO of Alkimi, to discuss the fascinating convergence of AI and crypto. We explore how stablecoins and agent-to-agent payments are poised to fundamentally rewire digital ads.STAY CONNECTEDJAMES Twitter –⁠ /jamesborow⁠ LinkedIn —⁠ /jamesborow⁠DANIEL Instagram —⁠ /danieldruger⁠ TikTok —⁠ /danieldruger⁠ LinkedIn —⁠ /danieldruger⁠

    Shopify Masters | The ecommerce business and marketing podcast for ambitious entrepreneurs
    The Problem Every Makeup Artist Faces And How I Turned It Into Millions

    Shopify Masters | The ecommerce business and marketing podcast for ambitious entrepreneurs

    Play Episode Listen Later Feb 17, 2026 43:55


    Rea Ann Silva couldn't patent Beautyblender, so she built brand recognition stronger than IP. Learn how she scaled, without investment, to sales every 12 seconds. Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.

    Stocks To Watch
    Episode 777: Myseum ($MYSE) Expands IP Portfolio and Reveals Revenue Strategy

    Stocks To Watch

    Play Episode Listen Later Feb 17, 2026 9:05


    This interview is disseminated on behalf of Myseum. Myseum (Nasdaq: MYSE) is advancing its privacy-first social networking platform, Picture Party by Myseum, with new intellectual property (IP) protection.CEO Darin Myman discusses the company's newly granted U.S. patent, “Secure WebRTC Real-Time Communications Service for Audio and Video Streaming,” which expands Myseum's IP protection for its peer-to-peer communications technology. He also outlines the strategic expansion of Picture Party by Myseum.Learn more: https://www.myseum.comWatch the full Youtube interview here: https://youtu.be/0AdJPgT7_-w And follow us to stay updated: https://www.youtube.com/GlobalOneMedia

    Geek Freaks
    Spider-Noir, PlayStation Highlights, and the Weekly vs Binge Streaming Debate

    Geek Freaks

    Play Episode Listen Later Feb 17, 2026 63:41


    Squeaks, Frank, Jon and Thomas cover a packed episode that jumps from dream low-stakes spin-off ideas (God of War politics, Fallout slice-of-life, and cozy Shire chaos) into real-world hype around the Spider-Noir trailer and how Nicolas Cage changes the whole vibe in the best way. From there, the crew breaks down standout PlayStation State of Play reveals, including what they want from a God of War trilogy remake, why Game Freak's new project has people paying attention again, and which upcoming titles actually look worth the time. Then the conversation shifts into a big streaming debate: weekly releases vs binge drops vs the hybrid "first 2–3 episodes, then weekly" model. They dig into what works for mystery box shows like WandaVision and Severance, what falls apart when the writing doesn't match the release strategy, and why some series thrive when fans have time to theory-craft between episodes. The episode wraps with network updates and weekly recommendations, including a Cyclops comic shoutout and a heartfelt nod to Stevie's retirement from Good Mythical Morning after 13 years. Timestamps and Topics 00:00 Intro and crew check-in (Squeaks, Frank, John, plus a Thomas cameo) 00:00:35 Icebreaker: what massive franchise needs a low-stakes spin-off? 00:00:58 God of War spin-off pitch: Olympus politics, Spartan POV, and "collateral damage" storytelling 00:02:11 Frank's pitch: a Stardew Valley-style Fallout town rebuilding above ground 00:02:43 Jon's pitch: a cozy "life in the Shire" Lord of the Rings series 00:03:48 Thomas's pitch: smaller-scale Jurassic Park stories from a visitor or staff POV 00:05:06 Listener ideas from social: Zootopia case-of-the-week, Han Solo pulp vibes, law-and-order sketch artists 00:05:48 Spider-Noir trailer reactions: tone, action, investigation, and why Cage works 00:07:26 Prime Video adaptation trust: Fallout, The Boys, Invincible, and what Spider-Noir might get right 00:08:17 Rings of Power tangent: why "faithful" is complicated when rights are limited 00:09:02 Is Spider-Noir the Spider-Verse version or a variant? The crew debates 00:10:16 What fans actually want: more detective noir or more superhero chaos? 00:12:20 PlayStation State of Play recap begins: overall reactions and standout reveals 00:13:24 God of War trilogy remake talk and why "remake" matters more than "remaster" 00:13:56 Game Freak frustration, Pokémon burnout, and why a new IP could reset expectations 00:14:47 Classic vibes: the pull of 2D action and Castlevania-style nostalgia 00:15:52 Kena: Bridge of Spirits sequel excitement and "30-minute gaming" for busy adults 00:17:02 Star Wars Galactic Racers and the return of pod-racing energy 00:17:24 Project Wilderness: rooster warriors, Korean fantasy roots, and "The Bird That Drinks Tears" curiosity 00:21:13 Ride-or-die studios: Rockstar, Blizzard talk, and Saber's trust factor 00:21:31 John Wick game discussion: expectations, violence, and the question of gameplay style 00:23:40 Severance and Apple ownership: what expansion could look like without killing the mystery 00:26:59 The goats, the branches, and why answers can end the show 00:28:04 Spin-off pitch: military uses of severance tech and the darker implications 00:29:51 Helldivers movie with Jason Momoa: comedy vs serious tone, and how to make it work 00:33:02 Main topic: weekly episodes vs binging vs hybrid release models 00:36:22 Why weekly wins for theorizing, community talk, and "watercooler" moments 00:39:36 The hybrid model: dropping 2–3 episodes first, then weekly 00:41:09 Binge model strengths: completion, momentum, and not forgetting the show exists 00:48:05 Which genres fit which release style? Mystery box, character drama, sitcoms, and action 00:57:19 Network updates: upcoming shows, format shifts, and what's next across the Geek Freaks Network 00:58:19 Recommendations: Cyclops comic spotlight and Stevie's Good Mythical Morning retirement tribute Key Takeaways Big franchises can feel fresh again with smaller stories that focus on everyday life, side characters, and worldbuilding instead of saving the universe. Spider-Noir looks like it's leaning into style and personality, and Nicolas Cage makes it feel like its own thing instead of "another Spider-Man." Prime Video's track record with adaptations is earning trust, even when the company itself is a mixed bag for fans. State of Play talk lands on a simple truth: remakes need to feel rebuilt, not just polished. Game Freak has goodwill to win back, and a new IP might be their best shot to prove they can still deliver quality. Release models matter because writing matters. A weekly show needs episodes that stand on their own, not just pieces of a long movie. Weekly releases fuel theorizing, discussion, and community engagement. Binge releases maximize momentum and completion. The "2–3 episode premiere, then weekly" approach can be the sweet spot when it's planned from the start. Memorable Quotes "I want a Stardew Valley set in the Fallout universe." "Nicolas Cage is not a Spider-Man… Spider-Man is being made into a Nicolas Cage character." "It's not a remaster. It's a remake." "Once we find out what's up with the goats, the show's over." "That's a watercooler moment because everybody was like, wait, what happened?" Call to Action If you enjoyed this episode, make sure you subscribe on your favorite podcast app, leave a review, and share the episode with a friend using #GeekFreaksPodcast. Links and Resources GeekFreaksPodcast.com (Source of all news discussed during our podcast) Follow Us Follow Geek Freaks Podcast on: Instagram: @geekfreakspodcast Twitter: @geekfreakspod Threads: @geekfreakspodcast Facebook: Geek Freaks Podcast For Patreon extras: Geek Freaks Podcast on Patreon Listener Questions Got a topic you want us to hit next week, a hot take you want us to argue about, or a franchise you think needs a low-stakes spin-off? Send it in via DMs, or email Info@GFPods.com. Cyclops, X-Men, Spider-Noir, Spider-Man Noir, Nicolas Cage, PlayStation State of Play, PS5, video game news, God of War remake, God of War trilogy, Game Freak, Pokémon, Kena Bridge of Spirits, Star Wars pod racing, Severance, Apple TV Plus, Helldivers movie, Jason Momoa, weekly episodes, binge watching, streaming release model, WandaVision, Andor, Stranger Things, Fallout TV series, Geek Freaks Podcast

    Beyond Clean Podcast
    On Pathogens & PPE: Transporting Contaminated Instruments

    Beyond Clean Podcast

    Play Episode Listen Later Feb 17, 2026 39:00


    From the OR to SPD, those contaminated instruments are on the move, and so are pathogens! In this Season 2 premiere of "On Pathogens & PPE," host Jill Holdsworth and co-host Nicholas Day are joined by Rebecca Lauber, Kendall Ashe, Adam Okada, and Crystal Heishman to break down what really happens when soiled instruments leave the OR and make their journey to decontam. From point-of-use pre-treatment and biofilm build-up to OSHA requirements and AAMI standards, this crew digs into what it really means to move biohazards safely through your facility. Because soil transport isn't just about getting instruments from A to B -- it's about protecting everyone they pass along the way! 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 *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.

    Demand Gen Visionaries
    Why This $6B B2B Company Built a Chess League

    Demand Gen Visionaries

    Play Episode Listen Later Feb 17, 2026 46:06


    Ian sits down with Peeyush Dubey, Chief Marketing Officer of Tech Mahindra, to unpack how he built the company's first global marketing organization. Peeyush explains his four-pillar marketing strategy (brand, demand, expand, and grand). The conversation goes deep on Tech Mahindra's Global Chess League, a bold brand experiment that has evolved into a flagship marketing, customer experience, and talent branding platform. Key Takeaways:Marketing's real job is reducing friction to sales. Everything else is in service of that goal.Brand experiments can outperform sponsorships. Building owned IP creates control, longevity, and compounding value.Innovation budgets should never be cut. Even in downturns, experimentation is non-negotiable.Episode Timestamps: *(03:34) Trust Tree: Reducing friction for sales*(22:09) The Playbook: Building a global ches league*(43:13) Quick Hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Peeyush on LinkedInLearn more about Tech MahindraLearn more about Caspian Studios Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Next Wave - Your Chief A.I. Officer
    Seedance 2.0 Is Here… and It's Better Than Sora & Veo

    The Next Wave - Your Chief A.I. Officer

    Play Episode Listen Later Feb 17, 2026 64:19


    Get our AI Video Guide: https://clickhubspot.com/dth Episode 97: How close are we to a world where AI-generated videos are indistinguishable from reality? Matt Wolfe (https://x.com/mreflow) and Joe Fier (linkedin.com/in/joefier) dive deep into Seedance 2.0—ByteDance's new AI video model that could outpace giants like Sora and Veo. Joe, a marketing and business expert known for his hands-on approach and insights into AI's rapid evolution, helps to break down the five most fascinating developments in the AI space this week. They tackles game-changing AI advances: Seedance 2.0's mind-blowing video generation for ads and motion graphics, the rollout of Google's Veo 3.1 in Google Ads, the GPT-5.3 Codex Spark coding model built on specialized inference chips, Gemini's DeepThink model for scientific research, and the early rollout of ChatGPT ads. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) Seedance 2.0 arrives – AI video generation blurs reality, ad creation moves fast. (03:03) Google's Veo 3.1 powers video ads, advertisers can now generate clips directly from image uploads. (05:33) Comparison of Runway, Kling, Veo, and Sora—head-to-head prompt showdown. (07:00) Motion graphics and explainers—AI's take on the creative industry. (08:35) US vs. China—Copyright, IP, and training data debates. (12:10) Deepfake and video authenticity—why we now default to skepticism. (13:30) Google's edge in visual AI via YouTube's massive corpus. (14:39) The next frontier: Longer, more consistent video generation. (15:14) Where do humans fit in? Taste, storytelling, and creative direction. (18:30) GPT-5.3 Codex Spark—coding models on Cerebras inference chips, demo generating a website in 18 seconds. (24:34) AI tool comparisons—Codex vs. Cursor vs. Claude Code. (25:12) Speed as the key bottleneck breaker in creative and technical workflows. (28:02) Google's Gemini DeepThink—state-of-the-art research, advanced coding and physics capabilities. (32:52) Gemini demo attempt—3D-printable STL file and solving the three-body problem. (33:20) ChatGPT rolls out ads—impact on monetization and user trust. (40:02) Google's ad history—how “sponsored” is becoming harder to distinguish. (44:02) Democratizing AI access via ad-supported models. (45:03) Matt Schumer's viral article—why AI is moving even faster than most people realize. (51:11) Tools that build tools—AGI's path and the new role for humans. (53:12) Real-world skills and taste—where humanity still wins (for now). (54:01) Final thoughts—wake up, pay attention, and stay on the leading edge. — Mentions: Seedance 2.0: https://www.seedance.com/ ByteDance: https://www.bytedance.com/ CapCut: https://www.capcut.com/ Veo: https://deepmind.google/models/veo/ Runway: https://runwayml.com/ ChatGPT Codex: https://chatgpt.com/codex Matt Schumer's Viral Article: https://www.mattshumer.com/blog/ai-changes-everything Super Bowl Claude Commercial: https://www.anthropic.com/news/super-bowl-ad Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt's Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

    The Real Estate Crowdfunding Show - DEAL TIME!
    Underwriting CRE at Speed with AI

    The Real Estate Crowdfunding Show - DEAL TIME!

    Play Episode Listen Later Feb 17, 2026 52:46


    Want to screen (waay) more deal flow for your acquisition pipeline than you do currently? Here is exactly how to do that with AI (and I'm NOT talking about some clever new way to use ChatGPT).  

    Idiot's Guide to Imagineering
    S4 E7: The Rescuers Take Flight | Reimagining Disneyland's Bayou Country

    Idiot's Guide to Imagineering

    Play Episode Listen Later Feb 17, 2026 55:13


    What happens when a land gets rethemed but an existing attraction no longer fits the story?This week, Stephen is joined by Kaity and Jenny as we head to Disneyland to reimagine The Rescuers in Bayou Country. We explore how Imagineering uses story cohesion, ride systems, and immersive details to make a space feel intentional and alive. It is about using every element of a land from lighting to animatronics to emotional beats to tell a story that guests can fully believe in without relying on a mega-IP.Along the way, we dig into small-footprint creativity, clever queue storytelling, and why Disneyland thrives with subtle story-driven experiences. Plus, soaring on sardine cans, albatross shadows, and all the details that bring this classic story to life.Don't forget to check us out on Instagram!

    Leaders In Payments
    The Signal: The Real "Payment Meets Fraud" Journey with Brian Rust at Worldpay | Episode 467

    Leaders In Payments

    Play Episode Listen Later Feb 17, 2026 25:24 Transcription Available


    Fraud hasn't disappeared - it got smarter. Organized rings now aim upstream at SaaS platforms and ISVs that embed payments, where a single gap in onboarding, transaction logic, or refund flows can be scaled into thousands of attacks overnight. We sit down with Brian Rust, SVP and Deputy Chief Information Security Officer at Worldpay, to map the real fraud journey (entry, action, exit) and the concrete moves product and security leaders can make right now to protect merchants and brand trust.We start with the why: platforms offer leverage. Brian explains how bots and AI generate convincing synthetic businesses that pass weak KYC, and what early signals still break the spell - impossible form completion times, IP and address mismatches, and brand-new domains claiming long histories. From there, we dive into the middle of the kill chain: card testing. You'll hear how velocity spikes, elevated decline rates, and geo anomalies betray large-scale testing and how adaptive limits for new merchants can contain losses and prevent network penalties. Then we confront refund abuse, where attackers exploit trust by refunding to different instruments or flooding high-value returns. The fix isn't blanket friction - it's precision: refund-to-original-card only, refund velocity caps, and targeted reviews that slow bad actors while keeping good customers moving.Brian lays out the layers that matter now: device fingerprinting, behavioral analytics, and transaction monitoring that can halt suspect money movement before funds leave your orbit. He also makes the case for a fraud-cyber fusion model, aligning teams and intelligence using frameworks like MITRE ATT&CK to anticipate tactics as cyber and financial motives blend. Finally, we close with three actions you can ship this quarter: audit onboarding with bot controls and threat modeling, enforce velocity controls that adapt as trust grows, and tap your processor's data and filters (AVS, CVV) to harden defaults.If you lead product, risk, or engineering for a payments-enabled platform, this conversation gives you a practical blueprint to raise attacker costs, protect your merchants, and guard your reputation. 

    It's News to Us
    The Constitution vs. The Comment Section

    It's News to Us

    Play Episode Listen Later Feb 17, 2026 57:52


    George W. Bush's Presidents' Day MessageFormer President George W. Bush delivers a statement emphasizing humility, character, and peaceful transfer of power — widely read as a veiled critique of Donald Trump. The contrast highlights fractures inside the Republican Party between “old guard” institutional conservatives and populist Trump-era leadership.DHS Subpoenas & ICE ControversiesThe Department of Homeland Security (DHS) reportedly issued administrative subpoenas to identify online critics of ICE (U.S. Immigration and Customs Enforcement), raising First Amendment concerns.Related enforcement flashpoints:Oregon incident: A Salem woman reportedly injured after asserting U.S. citizenship during an ICE stop.Minneapolis shooting case: DOJ dropped charges against two Venezuelan men after video evidence contradicted ICE officer testimony. Agents now face investigation for possible false statements under oath.Themes:Accountability vs. overreachTransparency vs. narrative controlPublic trust erosion in federal enforcementEpstein Files FalloutAttorney General Pam Bondi claims full compliance with the Epstein Files Transparency Act. Lawmakers — including Republicans like Thomas Massie — challenge that claim.Key tensions:Redaction confusionRelease of high-profile names without contextual clarityInternal GOP fracturesVictims' advocates alleging incomplete disclosureThe scandal continues to evolve from political controversy into institutional credibility crisis.2026 Senate Map AnxietyRepublicans (53–47 majority) grow concerned about holding the Senate.Top battlegrounds:MaineNorth Carolina (open)Ohio (special)Michigan (open)Forecast models and prediction markets show Democrats with a meaningful — though not dominant — path to flipping control. Internal GOP polling reportedly tighter than public optimism suggests.Supreme Court “Chaos Season”The Supreme Court signals willingness to hear cases that could:Reshape congressional redistricting standardsRevisit interpretations of birthright citizenship under the 14th AmendmentEven without rulings yet, the signal alone changes campaign strategy for 2026.Olympics: USA vs. Canada2026 Winter Olympics momentum builds toward a possible men's hockey gold-medal showdown between Team USA and Canada.Highlights:Elana Meyers Taylor wins gold in monobob.Medal table tight among U.S., Canada, Norway, Germany.Hockey rivalry poised to dominate ratings if matchup happens.Pokémon Breaks the Asset ClassA first-edition holographic Charizard sells for millions at auction, reinforcing graded vintage Pokémon cards as alternative investment vehicles.Themes:Millennial nostalgia monetizedCollectibles outperforming traditional equities in select casesEmotional value driving capital allocationHollywood Consolidation & Streaming WarsWarner Bros. Discovery reportedly weighing takeover talks with Paramount Global, signaling renewed consolidation pressure across media.Netflix:Launches live-interactive reboot of Star Search.Acquires short musical comedy The Singers.Expands live programming strategy.Meanwhile, Wuthering Heights starring Margot Robbie opens strong at the global box office — literary IP outperforming expectations and challenging franchise fatigue narratives.Themes:Debt-driven mergersStreaming profitability panicAppointment television revivalPrestige content as strategic hedge LINKShttps://instagram.com/itsnewstoushttps://tiktok.com/@itsnewstous Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Video Games 2 the MAX
    Nioh 3 Impressions, PlayStation 6 Delayed to 2029 # 481

    Video Games 2 the MAX

    Play Episode Listen Later Feb 17, 2026 76:42 Transcription Available


    Back to our regularly scheduled day, Sean and Marc discuss what's been happening in gaming, which includes reports that the RAM shortage may, in fact, lead to Sony delaying the PlayStation 6 all the way to 2029, which may coincide with some major games being ready by then, too. Would this be beneficial for the industry and gamers? Or would that be too far out? Marc has been spending some time with Nioh 3, and he has thoughts on the game. Plus, Mewgenics is performing very well in major metrics. YapYap is another co-op title that does well on Steam. SEGA plans for four mainstay IP's per fiscal year. Ubisoft does well despite the bad news it's been involved in recently. Capcom surprise launches Dino Crisis 1 & 2 on Steam and more! You can also watch this episode in video form on the W2M Network Youtube Channel, please give us a like, comment on the episode, and give the channel a subscribe and follow as well: https://youtube.com/live/XT14T1Fl2iY

    Legacy Lounge Podcast with Tiffany Neuman
    How to Win Clients Before You Ever Make an Offer

    Legacy Lounge Podcast with Tiffany Neuman

    Play Episode Listen Later Feb 17, 2026 21:02


    In this episode of Make Your Message a Movement, Tiffany explores the foundational role of trust in building authority and attracting high-level clients. Moving away from the "hustle and be everywhere" marketing model, Tiffany argues that trust is the ultimate conversion metric, something that is established long before a sales page is opened or a call is booked.She introduces her proprietary framework, The 4 Cs of Trust-Based Authority, designed for coaches, authors, and speakers who want to lead with presence rather than pressure. Tiffany discusses why "social media optional" strategies are becoming more effective, how to maintain authority in the age of AI, and why self-trust is the prerequisite for gaining the trust of others.Key TakeawaysThe Shift from Hustle to Presence- Trust as Conversion: Conversion isn't a single marketing event; it is the final step in a long process of building safety and understanding.- The Hustle Myth: Being "everywhere" can actually erode trust. People are drawn to leaders who are grounded and intentional, not those who seem "hungry" for validation or constant visibility.- The "Social Media Optional" Advantage: You don't need to be loud to be relevant. Leaders who prioritize deep, consistent messaging over vanity metrics often see higher profit margins and deeper client loyalty.The 4 Cs of Trust-Based Authority1. Coherence: Does your message make sense? Trust begins when your message stops fighting itself. If your positioning, offers, and point of view aren't aligned, the audience's nervous system senses fragmentation and pulls away.2. Consistency: This refers to reliability, not frequency. It's about being a steady presence over time so people know what to expect. It creates psychological safety, signaling that you aren't chasing the next "shiny thing."3. Conviction: This is where authority becomes magnetic. It's about having a unique point of view and the courage to stand by it. Conviction stems from lived experience and deep integration, which is why "borrowed language" or raw AI-generated content often falls flat.4. Calm: Perhaps the most underrated signal. Calm communicates that you are not desperate for the sale. It shows you are leading from clarity and direction rather than urgency and pressure.Trust in the Era of AI- The Rarest Currency: In a world of synthetic personalities and infinite content, human trust is the most valuable asset.- IP over AI: Use AI to help shape your Intellectual Property (IP), but ensure the "soul-level" connection and conviction come from you.- Beyond Proof: Testimonials and case studies aren't enough anymore. Because "proof" can be manufactured, people now look for energetic and emotional alignment—how you make them feel in your presence.Reflection Questions for LeadersTo integrate these concepts, Tiffany invites listeners to ask:- Where does my brand feel calm, and where does it feel rushed or "off"?- What signals might I be sending that could accidentally break trust?- Am I showing up as a self-led leader before asking others to follow?Connect with Tiffany:LinkedIn: https://www.linkedin.com/in/tiffanyneuman/Email: tiffany@tiffanyneuman.comRate, Review, and Follow on Your Favorite Platform! If you loved this episode, leave us a review. And always make sure you're following the podcast so you never miss an episode. Follow now!

    Throwing Fits
    The Nicholas Daley Interview with Throwing Fits

    Throwing Fits

    Play Episode Listen Later Feb 16, 2026 95:53


    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™.

    uk japan world cup ip substack daley central saint martin saville row sir paul smith throwing fits
    Dark Side of Wikipedia | True Crime & Dark History
    Nancy Guthrie: Trump Signals Arrest Coming as Ransom Chaos Spirals

    Dark Side of Wikipedia | True Crime & Dark History

    Play Episode Listen Later Feb 16, 2026 35:56


    President Trump told reporters investigators have "very strong clues" and previewed something "definitive" from DOJ or FBI, specifically calling it a "solution" rather than a search. Criminal defense attorney Bob Motta explains what happens to an investigation when the executive branch starts publicly signaling outcomes.The ransom landscape in the Nancy Guthrie disappearance has spiraled in ways nobody anticipated. Notes demanding millions in Bitcoin were sent to TMZ, KOLD, and KGUN. Harvey Levin confirmed the Bitcoin address is real and described the note as carefully crafted. But a man in Los Angeles has already been arrested for sending imposter texts to the Guthrie family referencing the same demand. A second email arrived from a different IP address using the same type of anonymous server.Motta explains why the ransom situation is now so contaminated that separating the real from the fake may be nearly impossible. The family says they will pay. The FBI says the decision is theirs. Motta walks through Bitcoin traceability and what happens once that money moves. He also dissects the FBI's reward language — "and/or the arrest and conviction" — and what it signals about how the bureau views this case.The Guthrie family has posted four escalating videos on Instagram. They started by asking for proof of life. They are now declaring an hour of desperation. CNN's Andrew McCabe says the tone suggests they have heard nothing back.Meanwhile, Robin Dreeke analyzed the surveillance footage and what it reveals about the planning behind this operation. The man on camera followed a forensic checklist but didn't know there was a camera on the front door. His solution was a plant from the garden. Dreeke explains what that gap tells us and whether the planning profile matches the person improvising with prairie brush. When they identify the man on that porch, watch whether the trail ends with him or leads somewhere else.#NancyGuthrie #BobMotta #TrueCrimeToday #BitcoinRansom #TrumpGuthrie #RobinDreeke #SavannahGuthrie #FBIReward #RansomImposter #CatalinaFoothillsJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.

    The Strange Harbors Podcast

    2026 has blessed us with a new Sam Raimi original in the form of Send Help, a deserted island survival thriller. Do Rachel McAdams and Dylan O'Brien have what it takes to return Raimi to his roots? After years in the IP game — Oz, Doctor Strange — has the Drag Me to Hell and Evil Dead mastermind retained his horror chops?

    Your Brand Amplified©
    Positioning Mastery and Intellectual Property Protection with Jason Van Orden

    Your Brand Amplified©

    Play Episode Listen Later Feb 16, 2026 39:42


    Jason Van Orden's twenty-year journey reveals a critical truth: scaling requires systematizing intellectual property, not just working harder. After building a top-ten business podcast, he hit an inflection point—success without alignment felt hollow. This realization shifted his focus to helping established experts break through plateaus by codifying their expertise into frameworks, tools, and signature methods. His core insight: most experts remain bottlenecks because their knowledge stays trapped in their heads or scattered across places. Jason identifies four specific growth constraints that plague expert businesses: strategic sequencing, client delivery, demand generation, and positioning. His own transformation proved the power of codification—by creating a signature method, he shifted from constant one-on-one work to strategic quarterly calls while increasing client results and capacity. Crucially, he discovered that codifying IP actually protects your brand rather than diluting it; formalized frameworks become trademarked assets that competitors can't replicate. If you're stuck despite success, the Growth Diagnostic identifies your specific bottleneck in under 10 minutes. Rather than guessing which constraint is holding you back, this diagnostic provides personalized clarity on exactly where to focus to unlock more impact and income. Stop applying band-aid solutions and discover whether your real issue is strategic sequencing, delivery capacity, demand generation, or positioning—then build your growth strategy accordingly. For the accessible version of the podcast, go to our Ziotag gallery.We're happy you're here! Like the pod?Support the podcast and receive discounts from our sponsors: https://yourbrandamplified.codeadx.me/Leave a rating and review on your favorite platformFollow @yourbrandamplified on the socialsTalk to my digital avatar Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    My Crazy Family | A Podcast of Crazy Family Stories
    Nancy Guthrie: Defense Attorney Breaks Down the Ransom Chaos

    My Crazy Family | A Podcast of Crazy Family Stories

    Play Episode Listen Later Feb 16, 2026 35:56


    Criminal defense attorney Bob Motta joins Hidden Killers to break down the ransom chaos in the Nancy Guthrie disappearance — multiple notes sent to media outlets, a confirmed imposter already arrested, a family offering six million in Bitcoin, and a president publicly signaling that an arrest may be coming.Ransom notes demanding millions in Bitcoin were sent to TMZ, KOLD, and KGUN. Harvey Levin confirmed the Bitcoin address is real and described the note as carefully crafted. But a man in Los Angeles has already been arrested for sending imposter texts to the Guthrie family referencing the same demand. A second email arrived at KOLD from a different IP address using the same type of anonymous server. Motta explains why the ransom landscape is now so contaminated that separating the real from the fake may be nearly impossible — and what that means for the investigation.The Guthrie family has posted four videos on Instagram. They started by asking for proof of life. They are now declaring an hour of desperation. CNN's Andrew McCabe says the tone suggests they have heard nothing back. President Trump told reporters investigators have "very strong clues" and previewed something "definitive" from DOJ or FBI, specifically calling it a "solution" rather than a search. Motta explains what happens to an investigation when the executive branch starts publicly signaling outcomes.We also asked Robin Dreeke what the surveillance footage reveals about the planning behind this operation. The man on camera followed a forensic checklist — mask, gloves, full skin coverage. But he didn't know there was a camera on the front door. His solution was a plant from the garden. Dreeke analyzes what that gap tells us about the operation and whether the planning profile matches the person improvising with prairie brush.When they identify the man on that porch, watch whether the trail ends with him or leads somewhere else.#NancyGuthrie #BobMotta #HiddenKillersLive #BitcoinRansom #RansomImposter #RobinDreeke #SavannahGuthrie #FBIReward #CatalinaFoothills #TrueCrimeJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.

    The Charity Charge Show
    SAY San Diego: A CEO's Playbook for Diversifying Revenue and Protecting Community Programs

    The Charity Charge Show

    Play Episode Listen Later Feb 16, 2026 37:00


    In this episode, we sit down with Louie Nguyen, CEO of Say San Diego, to discuss what it really means to run a nonprofit like a business while staying deeply committed to mission.Louie shares his journey from institutional investor and impact investing leader to nonprofit CEO, and how that financial discipline is now shaping SAY San Diego's strategy. The conversation covers revenue diversification, reserve policy design, social enterprise models, mental health innovation, and what responsible risk-taking looks like in the nonprofit sector.If you are a nonprofit executive, board member, or impact investor thinking about long term sustainability, this episode is worth your time.About SAY San DiegoFounded in 1971, SAY San Diego has grown from one employee to more than 500 staff members serving approximately 45,000 San Diegans each year.Key program areas include:After school programs serving 4,000 students dailyMental health services at 26 school sitesSupport for young mothers from pregnancy through early childhoodFatherhood engagement programsCommunity advocacy and educationWith annual revenue near $30 million, SAY San Diego operates at a scale most nonprofits never reach.What You Will Learn in This EpisodeWhy nonprofits should aim to generate positive marginsThe importance of unrestricted capitalHow to calculate a true rainy day reserveWhy holding real estate is not always the best strategyHow to diversify revenue beyond grants and contractsWhat investment risk looks like inside a nonprofitHow to structure social enterprise investment opportunitiesWhy mental health funding needs long term endowment solutionsKey Topics Covered1. Transitioning from Finance to Nonprofit Leadership Louie explains how his background in institutional investing and impact finance shaped his approach to leadership at SAY San Diego.2. Revenue Diversification in a Volatile Funding Environment With federal and state funding uncertainty, Louie shares how SAY is building independent, self-sustaining revenue streams.3. Rethinking Reserves and Asset Allocation A practical discussion on how CEOs and CFOs should scenario plan, define real operating risk, and segment reserves intentionally.4. The Boba Wellness Model A bold social enterprise concept where SAY acquires boba shops that operate as businesses during the day and convert into youth wellness spaces at night.5. Intellectual Property as a Revenue Strategy How a community safety initiative evolved into a licensing and IP opportunity that can scale nationally.6. The Wellspring Initiative A $2 million mental health endowment designed to fund 1,300 therapy sessions per year in perpetuity for students who need care beyond what school districts cover.

    Talking Drupal
    Talking Drupal #540 - Acquia Source

    Talking Drupal

    Play Episode Listen Later Feb 16, 2026 67:40


    Today we are talking about Acquia's Fully managed Drupal SaaS Acquia Source, What you can do with it, and how it could change your organization with guest Matthew Grasmick. We'll also cover AI Single Page Importer as our module of the week. For show notes visit: https://www.talkingDrupal.com/540 Topics Introduction to Acquia Source The Evolution of Acquia Source Cost and Market Position of Acquia Source Customizing and Growing Your Business Challenges of Building a SaaS Platform on Drupal Advantages of Acquia Source for Different Markets Horizontal Scale and Governance at Scale Canvas CLI Tool and Synchronization Role of AI in Acquia Source Agencies and Enterprise Clients AI Experiments and Content Importer AI and Orchestration in Drupal Future Innovations in Acquia Source Resources Acquia source Nebula Guests Matthew Grasmick - grasmash Hosts Nic Laflin - nLighteneddevelopment.com nicxvan John Picozzi - epam.com johnpicozzi Catherine Tsiboukas - mindcraftgroup.com bletch MOTW Correspondent Martin Anderson-Clutz - mandclu.com mandclu Brief description: Have you ever wanted to use AI to help map various content on an existing site to structured fields on Drupal site, as part of creating a node? There's a module for that. Module name/project name: AI Single Page Importer Brief history How old: created in Jan 2026 by Mark Conroy (markconroy) who listeners may know from his work on the LocalGov distribution and install profile Versions available: 1.0.0-alpha3, which works with Drupal core 10 or 11 Maintainership Actively maintained Documentation - pretty extensive README, which is also currently in use as the project page No issues yet Usage stats: 2 sites Module features and usage With this module enabled, you'll have a new "AI Content Import" section at the top of the node creation form. In there you can provide the URL of the existing page to use, and then click "Import Content with AI". That will trigger a process where OpenAI will ingest and analyze the existing page. It will extract values to populate your node fields, and then you can review or change those values before saving the node. In the configuration you can specify the AI model to use, a maximum content length, an HTTP request timeout value, which content types should have the importer available, and then also prevent abuse by specifying blocked domains, a flood limit, and a flood window. You will also need to grant a new permission to use the importer for any user roles that should have access. The module also includes a number of safeguards. For example, it will only accept URLs using HTTP or HTTPS protocols, private IP ranges are blocked, and by default it will only allow 5 requests per user per hour. It will perform HTML purification for long text fields, and strip tags for short text fields. In addition, it removes dangerous attributes like onclick or inline javascript, and generates CKEditor-compatible output. It currently supports a list of field types that include text_long, text_with_summary, string, text, datetime, daterange, timestamps and link fields. It also supports entity reference fields, but only for taxonomy terms. Listeners may also be aware of the Unstructured module which does some similar things, but requires you to use an Unstructured service or run a server using their software. So I would say that AI Single Page Importer is perhaps a little more narrow in scope but works with an OpenAI account instead of requiring the less commonly used Unstructured.

    Jeff's Asia Tech Class
    The Winners and Losers in Seedance's Total Disruption of Hollywood (276)

    Jeff's Asia Tech Class

    Play Episode Listen Later Feb 16, 2026 59:46 Transcription Available


    This week's podcast is about the big release of Seedance 2.0 by Bytedance.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are some videos I made (here).Here are the winners:Viewers. It's amazing. GPUs and data centers. Plus energy providers. IP holders that get lots of attention.   Independent creators who will get lots attention and creative satisfaction. Business content creators - especially in ads and content. Platform biz models. Audience builders like YouTube and TikTok. Plus marketplaces like Taobao.iQiyi and combinations of streaming and audience builders.Netflix and pure streamers (maybe). Here are the losers:Most professional production companies. Most tv and film studios. Basically, any business that has been relying on scale in content creation. Ad agencies focused on content creation.Individuals and firms with specialized skills related to tv and film production.Independent content creators trying to monetize Los Angeles?Hollywood's managerial class. Political activists embedded in entertainment.Here are my past articles / podcasts on this:Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)How Generative AI Is Going to Disrupt YouTube and TikTok (Tech Strategy – Podcast 152). Jan 2023How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)-------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is rSupport the show

    The Space Show
    The Space Show Presents Frank Pietronigro on art, space and more at the intersection of human creativity and space.

    The Space Show

    Play Episode Listen Later Feb 16, 2026 103:07


    The Space Show Presents FRANK PIETRONIGRO, a visionary interdisciplinary artist, astronaut, polymath, educator, and author whose work, in part, explores the intersection of human creativity and space, Friday, 2-13-26Quick Summary:The Space Show featured a discussion with Frank Pietronigro, an interdisciplinary artist and artronaut who presented his vision for the Xenian node, a biologically living space habitat that would represent universal hospitality and integrate living biological systems. Frank shared his concept of the BioPixel, which would replace traditional flat screen pixels with living, biological units of information that could reflect light and video like cuttlefish skin. The discussion explored ethical considerations around living biological systems in space, with participants examining how to treat non-human life forms and the implications of sending human DNA into space. The conversation also touched on the technical aspects of creating such a living habitat, with engineer Phil Swan discussing the “biocompression algorithm” that would convert DNA into biological entities. The show concluded with a brief video presentation of Frank's artwork and projects, including his NASA-related work and concepts for space art.Detailed Summary:David, Frank, and John Jossy discussed Frank's ideas on biological living systems and the concept of the “biopixel,” which Frank explained as a living data storehouse. Frank emphasized the need to move away from the “flat black pixel” and towards a living architecture with respect for biological systems. He also mentioned his involvement in the Yuri's Night festivals at NASA Ames Research Center. David suggested that Frank explain his concepts more clearly to others, as the terminology might not be widely understood. The group briefly discussed a past experiment involving bouncing signals off the moon at a Yuri's Night event. Frank planned to share his screen during the show to present further ideas on a code of ethics for living biological systems and the Xenian node, which he related to universal hospitality.Frank discussed his concept for a living biopixel display and Xenian node that would use biological systems instead of traditional screens, incorporating living organisms like chromatophores from cuttlefish. He explained that these would create floating 3D images in a biokinetic drift environment, moving away from industrial metal-based technology to biological cultivation methods. David advised Frank to be more concise during the upcoming space show discussion.David introduced Rayme Silverberg, the founder of Paradigm Shift, who conducts research on alternative funding opportunities for museums and has developed an alternative funding model. Frank discussed the concept of artronauts, which expands the idea of astronauts to include the advocacy of culture and human spirit in space. The group explored the intersection of art and space exploration, with Frank sharing his experience working with NASA and his belief in the influence of art on engineering and design.Frank discussed his artistic and scientific research focused on creating living biological spacecraft and habitats, emphasizing the integration of art and science to enhance human space exploration. He highlighted collaborations with NASA and the development of systems to reduce stress and boredom in space environments, while also exploring the concept of biopixels and living cells as programmable elements for future space habitats. Frank referenced historical and contemporary influences, while David mentioned a previous guest who was a former hand surgeon now an architect talking about “living architecture for space.”Frank discussed the evolution of space art and the concept of biopixels, emphasizing the shift from geometric to organic structures and the need for an ethics of universal hospitality in space exploration. He shared his vision for a dynamic living space habitat and mentioned a proposal submitted to MIT. The Wisdom Team also discussed recent art projects on the moon, including Jeff Koons' digital sculpture and a digital museum, highlighting the intersection of art, technology, and science. Frank reflected on his own experiences with space art, including a drift painting experiment in 1986 and his work with the California Space Grant Program.Frank discussed his concept of drift painting, which involves creating art in weightlessness using magnetic fields as a medium. He explained that the BioPixel, a combination of biology and technology, is a futuristic concept he introduced in 2002, and he believes it will become real due to the influence of artists on scientific progress. Frank emphasized the importance of collaboration between artists and scientists in pushing the boundaries of art and technology.The team discussed the intersection of art and science, particularly focusing on how different people perceive space art and the emotional responses it evokes. Marshall shared his perspective on how space telescopes transform data into visible images, while Rayme mentioned the historical example of Andy Warhol's artwork on the moon from the Apollo 12 mission. The discussion explored how different individuals perceive art differently, with Rayme referencing Leonardo da Vinci's approach to using painting as a form of scientific study during a time when formal scientific inquiry was not established.Frank discussed his concept of BioPixels, which is currently in the conceptual stage and involves exploring mechanisms for artists to control and create with them. He emphasized the importance of sharing ideas, comparing it to the Indigenous potlatch tradition, and mentioned his collaboration with an IP attorney and genetic scientists at Stanford. David inquired about integrating Frank's BioPixel concept into life sciences, particularly in the context of human space travel and colonization, to which Frank responded with ideas about using floating text and three-dimensional video environments for storytelling in tight space capsules.Frank also discussed his proposal for the Aurelium Prize, which explores the Xenian node and biopixel concepts. He is also in negotiations with GoFundMe for funding and is working with an IP attorney to seek financial support. Frank reported that he is building relationships with genetic engineers and considering collaborating with Louis Guzman. He emphasized the importance of integrating new technologies beyond traditional metals and rare earth minerals and shared his belief in the power of serendipity in guiding scientific and artistic progress.Our team also discussed the concept of a “biopixel” as a biological unit of information, with Marshall sharing his perspective as a mathematician and engineer who appreciates the beauty in complex systems and technology. Rayme mentioned a 2005 European Space Agency study where lichens survived in space, suggesting potential for life in extreme environments. Frank raised questions about ethical standards for living biological entities in space exploration, and shared his personal journey of artistic expression and technological innovation, reflecting on whether to pursue the BioPixel project.David discussed the ethics of technology in self-driving cars and its limitations, comparing it to animal rights and consciousness. He shared his experience with science experiments involving plants and animals, highlighting the lack of consideration for plant consciousness in ethical discussions. David also touched on the ethical considerations of space exploration and the potential for extraterrestrial life, suggesting that any discovered life would likely be protected. Frank and David briefly discussed the possibility of interacting with extraterrestrial intelligence and the potential for scientific study to destroy life forms.David expressed hesitation about sharing his DNA for a biopixel art project due to unknowns, but he would consider it if it resulted in a museum exhibit on the moon. Phil discussed the complexity of DNA as a form of biological compression and suggested that artists could be inspired by the processes of life, such as protein folding. Frank appreciated the insights and suggested connecting with Phil on LinkedIn for further discussions.As we were drawing to a close, we focused on the concept of the Xenian node, a biologically alive living space habitat that is self-sustaining and interactive with its inhabitants. Frank discussed the potential for such a habitat to represent universal hospitality and the need for interdisciplinary collaboration to develop it further. The group also touched on the use of 3D printing for building homes on Earth and in space. To conclude, Frank shared a six minute video showcasing his artistic work related to space exploration and creativity.Special thanks to our sponsors:American Institute of Aeronautics and Astronautics, Helix Space in Luxembourg, Celestis Memorial Spaceflights, Astrox Corporation, Dr. Haym Benaroya of Rutgers University, The Space Settlement Progress Blog by John Jossy, The Atlantis Project, and Artless EntertainmentOur Toll Free Line for Live Broadcasts: 1-866-687-7223 (Not in service at this time)For real time program participation, email Dr. Space at: drspace@thespaceshow.com for instructions and access.The Space Show is a non-profit 501C3 through its parent, One Giant Leap Foundation, Inc. To donate via Pay Pal, use:To donate with Zelle, use the email address: david@onegiantleapfoundation.org.If you prefer donating with a check, please make the check payable to One Giant Leap Foundation and mail to:One Giant Leap Foundation, 11035 Lavender Hill Drive Ste. 160-306 Las Vegas, NV 89135Upcoming Programs:Space Show weekly schedule pending. See Upcoming Show Menu on the right side of our home page, www.thespaceshow.com. The weekly newsletter will be posted on Substack when completed. Get full access to The Space Show-One Giant Leap Foundation at doctorspace.substack.com/subscribe

    Power Supply
    Survey-Ready to Always-Ready: The New Joint Commission Standard

    Power Supply

    Play Episode Listen Later Feb 16, 2026 37:16


    What if passing your next Joint Commission survey depended less on having the right paperwork and more on whether your staff can explain the 'why' behind what they do? On this episode of Power Supply, we sit down with Kathy Neal and Sara Barker to break down Accreditation 360—the biggest shift to Joint Commission surveys in years—and what hospitals need to know for 2026. From consolidating standards to moving from checklist-based to performance-based surveys, Kathy and Sara explain what's actually changing, why collaboration across departments just became more critical, and how supply chain teams can play a leadership role in vendor management and continuous readiness. Whether you're in supply chain, IP, SPD, or hospital leadership, this conversation will give you the tools to move from survey-ready to always-ready! Once you complete the interview, jump on over to the link below to take a short quiz and download your CEC certificate for 0.5 CECs! – https://www.flexiquiz.com/SC/N/ps17-03 #PowerSupply #Podcast #AHRMM #HealthcareSupplyChain #SupplyChain #JointCommission #Accreditation360 #Survey #Readiness #Standards

    Dark Side of Wikipedia | True Crime & Dark History
    Nancy Guthrie: FBI Expert Says Ransom Notes Defy Every Known Pattern

    Dark Side of Wikipedia | True Crime & Dark History

    Play Episode Listen Later Feb 15, 2026 69:12


    Ransom notes demanding six million dollars in Bitcoin have dominated the Nancy Guthrie case. But retired FBI Special Agent Robin Dreeke — former Chief of the FBI's Counterintelligence Behavioral Analysis Program — says the behavioral profile of those notes raises questions that go far beyond what's being discussed publicly.Three identical letters were sent to KOLD, a second Tucson station, and TMZ. They contained non-public details about Nancy's Apple Watch location, a destroyed floodlight, and what she was wearing. Harvey Levin called the notes "grammatically perfect" and "structured and layered." The FBI took them seriously. But the notes included no phone number, no email, no encrypted channel — no way for the family to respond at all.The family's public posture shifted from demanding proof of life to "we will pay" with no indication proof was ever provided. Former FBI Deputy Director Andrew McCabe told CNN the family's Saturday video was FBI-crafted. CNN's Josh Campbell confirmed the public plea means there is no private line of communication with anyone claiming to hold Nancy. A second message arrived Friday from a different IP with no demands and no proof of life. KOLD won't even call it a ransom note.Dreeke breaks down what legitimate ransom communication looks like, why this case deviates from every known pattern, and what the behavioral profile suggests about who wrote these letters and why. The Monday deadline passed. Six million dollars. A direct threat. And no one to pay it to.Meanwhile, drone footage captured deputies probing a septic tank Sunday morning. Three hours of forensic photography at Annie Guthrie's home Saturday night. The official line says no suspects. The ground investigation says something else entirely.#NancyGuthrie #RobinDreeke #FBI #SavannahGuthrie #RansomNote #TrueCrimeToday #BitcoinRansom #BehavioralAnalysis #TucsonArizona #MissingPersonJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.

    Hidden Killers With Tony Brueski | True Crime News & Commentary
    Nancy Guthrie: The Ransom Notes No One Can Answer

    Hidden Killers With Tony Brueski | True Crime News & Commentary

    Play Episode Listen Later Feb 15, 2026 69:12


    The ransom notes in the Nancy Guthrie case were supposed to be the roadmap. Three identical letters demanding six million dollars in Bitcoin. Grammatically perfect, according to Harvey Levin. Intimate knowledge of Nancy's home. Non-public details about her Apple Watch location, a destroyed floodlight, what she was wearing when she vanished. The FBI took them seriously. But these notes have become the case's central contradiction.Retired FBI Special Agent Robin Dreeke, former Chief of the FBI's Counterintelligence Behavioral Analysis Program, analyzed the behavioral profile of this communication. No phone number. No email. No encrypted channel. No way for the family to respond at all. The Monday deadline passed. Six million dollars demanded to no one.The family's posture shifted from demanding proof of life to "we will pay" — with no indication proof was ever provided. Former FBI Deputy Director Andrew McCabe confirmed the Saturday video was FBI-crafted. CNN's Josh Campbell reported the public plea means there is no private line of communication with anyone claiming to hold Nancy. A second message arrived Friday from a different IP. No demands. No proof of life. KOLD won't even call it a ransom note.Dreeke breaks down what legitimate ransom communication looks like, why this case deviates from every known pattern, and what the behavioral profile suggests about who wrote these letters and why. Meanwhile, Fox Flight Team footage captured deputies probing a septic tank Sunday morning. Saturday night, three hours of forensic photography inside Annie Guthrie's home. Jennifer Coffindaffer called it "evidence extraction."Nancy's pacemaker disconnected February first. She has been without medication since. The official line says no suspects. The ground investigation says something else entirely.#NancyGuthrie #RobinDreeke #FBI #RansomNote #HiddenKillers #SavannahGuthrie #BitcoinRansom #BehavioralAnalysis #TucsonArizona #MissingPersonJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.