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When Drew Laxton looks back on the past year at Outreach, one moment stands out—not a transaction, but a plan. The company set its annual targets, executed against them, and then exceeded expectations. “When you see green numbers at every quarterly all-hands,” Laxton tells us, “it's amazing how that little bit of momentum just builds the company.” What surprised him most was the cultural impact: morale rose, confidence compounded, and belief followed performance.That belief didn't happen by accident. Laxton's career has consistently positioned him at the intersection of numbers and narrative. He began in investment banking, where he learned early that finance only matters if people can retain the story behind it. “If you can't tell the story, it just stays there,” he tells us. That mindset carried him from banking into operating roles, and later to Apptio, where he experienced nearly the full corporate lifecycle—from IPO preparation to public markets and eventually a private-equity take-private.Serving as Chief of Staff during Apptio's Vista ownership pushed him beyond traditional finance. The role, he explains, was about making sure the CEO “didn't run into a locked door,” anticipating decisions and asking the questions leadership would need answered. That experience sharpened his instinct for alignment.Today, as CFO of Outreach, Laxton applies those lessons through planning discipline, FP&A embedded in the business, and storytelling that connects strategy to execution. Finance, in his view, is not a back-office function—it is the force that helps people understand why the company is moving where it is going.
This Week In Startups is made possible by:Hubspot - http://clickhubspot.com/twist1Circle.so - http://circle.so/twistSentry - http://sentry.io/twistToday's show: On the last TWiST episode before Jason goes to Japan and Alex begins on paternity leave, the hosts break down the blockbuster tech news that is kicking off 2026.Discord AND Strava both eyeing billion dollar IPOs, two massive social media apps with millions of daily active users. Jason unpacks Discord's the growth story, from a gaming-first product launch in 2015, to a community/work platform and social media for all. Jason explains why Strava proves that data is the MOAT for consumer apps.PLUS Jason and Alex are joined by Producer Oliver to rank the top CES products. Jason gave his thoughts on the different robots, self driving cars, and multi-fold phones on display.Would you buy a triple-fold phone?Timestamps:(00:00) Discord looks to go public at $7 Billion!(10:05) Hubspot: Check out the guide “How to Get Your First 100 Customers.” Download it for free at http://clickhubspot.com/twist1(13:37) Strava going public and why data IS the moat for consumer software(19:28) Circle.so: the easiest way to build a home for your community, events, and courses — all under your own brand.(22:25) Anthropic's $350B valuation and why it makes sense(31:59) Sentry: New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST(33:05) Why is China upset about META's Manus acquisition — and why Jason is hopeful for the US-China relationship(37:24) Jason's favorite part of CES: The rise of open source AI!(40:59) Why Jason LOVES his self driving Tesla — why public companies need to be safe and not push too quickly(44:24) Producer Oliver's Top CES Tech products(54:46) Jason's Major Takeway from CES(59:43) How many times can you fold a phone?(1:04:04) New interfaces for smartphones*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(10:05) Hubspot: Check out the guide “How to Get Your First 100 Customers.” Download it for free at http://clickhubspot.com/twist1(19:28) Circle.so: the easiest way to build a home for your community, events, and courses — all under your own brand.(31:59) Sentry: New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWISTGreat TWIST interviews: Will Guidarahttps://youtu.be/pvJa2pzuXWQEoghan McCabehttps://youtu.be/9dHN4YFkgv4Steve Huffmanhttps://podcasts.apple.com/us/podcast/reddit-ceo-steve-huffman-on-mod-revolt-building-a/id315114957?i=1000617333424Brian Cheskyhttps://podcasts.apple.com/ca/podcast/airbnb-ceo-brian-chesky-on-early-rejection-customer/id315114957?i=1000611761112Bob Moestahttps://youtu.be/y2UMzSqX94QAaron Leviehttps://podcasts.apple.com/ca/podcast/box-ceo-aaron-levie-breaks-down-box-ai-and-generative/id315114957?i=1000612384545Sophia Amorusohttps://podcasts.apple.com/ca/podcast/sophia-amoruso-on-branding-raising-a-fund-portfolio/id315114957?i=1000601352978Reid Hoffmanhttps://podcasts.apple.com/ca/podcast/reid-hoffman-on-ais-crescendo-moment-regulation-and/id315114957?i=1000612548498Frank Slootmanhttps://podcasts.apple.com/ca/podcast/snowflake-ceo-frank-slootman-on-moving-the-needle-win/id315114957?i=1000602560622
Dan Nathan and Guy Adami host Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley. The conversation covers the impact of inflation on stocks, the Federal Reserve's stance on interest rates, and the current state of the employment market. Mike emphasizes the Fed's priority on funding the deficit and job growth over controlling inflation. The discussion includes the role of AI in corporate productivity, sector-specific investment opportunities, and the intricacies of the IPO and M&A markets. Mike also addresses potential deflationary forces, equity risk premiums, and the broader economic implications of industrial and consumer good sectors. Throughout, they highlight the importance of staying tactical and adaptable in investment strategies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
The 5 things you need to know before the stock market opens today: Merck is reportedly in talks to buy cancer drugmaker Revolution Medicines, fitness tracking app Strava will confidentially file for an IPO, Saks may be nearing a deal for a bankruptcy financing package of over $1B, Paramount Skydance is exploring adding strategic partners to its stake in MTV, and NASA will bring a crew home from space after they detected a “serious medical condition” aboard the ISS. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz discuss Trump's recent ban on hedge funds from investing into single family homes, Nvidia's most anticipated announcements at CES, and Google's rise to becoming the second most valuable company in the world. ---
This week, we discuss AI's impact on Stack Overflow, Docker's Hardened Images, and Nvidia buying Groq. Plus, thoughts on playing your own game and having fun. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/LQSxLbjvz3c?si=ao8f3hwxlCrmH1vX) 554 (https://www.youtube.com/live/LQSxLbjvz3c?si=ao8f3hwxlCrmH1vX) Please complete the Software Defined Talk Listener Survey! (https://docs.google.com/forms/d/e/1FAIpQLSfl7eHWQJwu2tBLa-FjZqHG2nr6p_Z3zQI3Pp1EyNWQ8Fu-SA/viewform?usp=header) Runner-up Titles It's all brisket after that. Exploring Fun Should I go build a snow man? Pets Innersourcing Two books Michael Lewis should write. Article IV is foundational. Freedom is options. Rundown Stack Overflow is dead. (https://x.com/rohanpaul_ai/status/2008007012920209674?s=20) Hardened Images for Everyone (https://www.docker.com/blog/docker-hardened-images-for-every-developer/) Tanzu's Bitnami stuff does this too (https://blogs.vmware.com/tanzu/what-good-software-supply-chain-security-looks-like-for-highly-regulated-industries/). OpenAI OpenAI's New Fundraising Round Could Value Startup at as Much as $830 Billion (https://www.wsj.com/tech/ai/openais-new-fundraising-round-could-value-startup-at-a[…]4238&segment_id=212500&user_id=c5a514ba8b7d9a954711959a6031a3fa) OpenAI Reportedly Planning to Make ChatGPT "Prioritize" Advertisers in Conversation (https://futurism.com/artificial-intelligence/openai-chatgpt-sponsored-ads) OpenAI bets big on audio as Silicon Valley declares war on screens (https://techcrunch.com/2026/01/01/openai-bets-big-on-audio-as-silicon-valley-declares-war-on-screens/) Sam Altman says: He has zero percent interest in remaining OpenAI CEO, once (https://timesofindia.indiatimes.com/technology/tech-news/sam-altman-says-he-has-zero-percent-interest-remaining-openai-ceo-once-/articleshow/126350602.cms) Nvidia buying AI chip startup Groq's assets for about $20 billion in its largest deal on record (https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html) Relevant to your Interests Broadcom IT uses Tanzu Platform to host MCP Servers (https://news.broadcom.com/app-dev/broadcom-tanzu-platform-agentic-business-transformation). A Brief History Of The Spreadsheet (https://hackaday.com/2025/12/15/a-brief-history-of-the-spreadsheet/) Databricks is raising over $4 billion in Series L funding at a $134 billion (https://x.com/exec_sum/status/2000971604449485132?s=20) Amazon's big AGI reorg decoded by Corey Quinn (https://www.theregister.com/2025/12/17/jassy_taps_peter_desantis_to_run_agi/) “They burned millions but got nothing.” (https://automaton-media.com/en/news/japanese-game-font-services-aggressive-price-hike-could-be-result-of-parent-companys-alleged-ai-failu/) X sues to protect Twitter brand Musk has been trying to kill (https://www.theregister.com/2025/12/17/x_twitter_brand_lawsuit/) Mozilla's new CEO says AI is coming to Firefox, but will remain a choice | TechCrunch (https://techcrunch.com/2025/12/17/mozillas-new-ceo-says-ai-is-coming-to-firefox-but-will-remain-a-choice/) Why Oracle keeps sparking AI-bubble fears (https://www.axios.com/2025/12/18/ai-oracle-stock-blue-owl) What's next for Threads (https://sources.news/p/whats-next-for-threads) Salesforce Executives Say Trust in Large Language Models Has Declined (https://www.theinformation.com/articles/salesforce-executives-say-trust-generative-ai-declined?rc=giqjaz) Akamai Technologies Announces Acquisition of Function-as-a-Service Company Fermyon (https://www.akamai.com/newsroom/press-release/akamai-announces-acquisition-of-function-as-a-service-company-fermyon) Google Rolling Out Gmail Address Change Feature: Here Is How It Works (https://finance.yahoo.com/news/google-rolling-gmail-address-change-033112607.html) The Enshittifinancial Crisis (https://www.wheresyoured.at/the-enshittifinancial-crisis/) MongoBleed: Critical MongoDB Vulnerability CVE-2025-14847 | Wiz Blog (https://www.wiz.io/blog/mongobleed-cve-2025-14847-exploited-in-the-wild-mongodb) Softbank to buy data center firm DigitalBridge for $4 billion in AI push (https://www.cnbc.com/amp/2025/12/29/digitalbridge-shares-jump-on-report-softbank-in-talks-to-acquire-firm.html) The best tech announced at CES 2026 so far (https://www.theverge.com/tech/854159/ces-2026-best-tech-gadgets-smartphones-appliances-robots-tvs-ai-smart-home) Who's who at X, the deepfake porn site formerly known as Twitter (https://www.ft.com/content/ad94db4c-95a0-4c65-bd8d-3b43e1251091?accessToken=zwAGR7kzep9gkdOtlNtMlaBMZdO9jTtD4SUQkQ.MEYCIQCdZajuC9uga-d9b5Z1t0HI2BIcnkVoq98loextLRpCTgIhAPL3rW72aTHBNL_lS7s1ONpM2vBgNlBNHDBeGbHkPkZj&sharetype=gift&token=a7473827-0799-4064-9008-bf22b3c99711) Manus Joins Meta for Next Era of Innovation (https://manus.im/blog/manus-joins-meta-for-next-era-of-innovation) The WELL: State of the World 2026 with Bruce Sterling and Jon Lebkowsky (https://people.well.com/conf/inkwell.vue/topics/561/State-of-the-World-2026-with-Bru-page01.html) Virtual machines still run the world (https://cote.io/2026/01/07/virtual-machines-still-run-the.html) Databases in 2025: A Year in Review (https://www.cs.cmu.edu/~pavlo/blog/2026/01/2025-databases-retrospective.html) Chat Platform Discord Files Confidentially for IPO (https://www.bloomberg.com/news/articles/2026-01-06/chat-platform-discord-is-said-to-file-confidentially-for-ipo?embedded-checkout=true) The DRAM shortage explained: AI, rising prices, and what's next (https://www.techradar.com/pro/why-is-ram-so-expensive-right-now-its-more-complicated-than-you-think) Nonsense Palantir CEO buys monastery in Old Snowmass for $120 million (https://www.denverpost.com/2025/12/17/palantir-alex-karp-snowmass-monastery/amp/) H-E-B gives free groceries to all customers after registers glitch today in Burleson, Texas. (https://www.reddit.com/r/interestingasfuck/s/ZEcblg7atP) Conferences cfgmgmtcamp 2026 (https://cfgmgmtcamp.org/ghent2026/), February 2nd to 4th, Ghent, BE. Coté speaking - anyone interested in being a SDI guest? DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026 (https://devnexus.com), March 4th to 6th, Atlanta, GA. Coté has a discount code, but he's not sure if he can give it out. He's asking! Send him a DM in the meantime. KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. Whole bunch of VMUGs, mostly in the US. The CFPs are open (https://app.sessionboard.com/submit/vmug-call-for-content-2026/ae1c7013-8b85-427c-9c21-7d35f8701bbe?utm_campaign=5766542-VMUG%20Voice&utm_medium=email&_hsenc=p2ANqtz-_YREN7dr6p3KSQPYkFSN5K85A-pIVYZ03ZhKZOV0O3t3h0XHdDHethhx5O8gBFguyT5mZ3n3q-ZnPKvjllFXYfWV3thg&_hsmi=393690000&utm_content=393685389&utm_source=hs_email), go speak at them! Coté speaking in Amsterdam. Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026) SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Why Data Doesn't Always Win, with a Philosopher of Art (https://podcasts.apple.com/us/podcast/the-points-you-shouldnt-score-a-new-years-resolution/id1685093486?i=1000743950053) (Apple Podcasts) Why Data Doesn't Always Win, with a Philosopher of Art (https://www.youtube.com/watch?v=7AdbePyGS2M&list=RD7AdbePyGS2M&start_radio=1) (YouTube) Coté: “Databases in 2025: A Year in Review.” (https://www.cs.cmu.edu/~pavlo/blog/2026/01/2025-databases-retrospective.html) Photo Credits Header (https://unsplash.com/photos/red-and-black-love-neon-light-signage-igJrA98cf4A)
Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. It's a new year, and that means the crew is back with their annual year-end awards and predictions episode. First up: the 2025 winners and losers. From Trump's meme-coin windfall to Gary Gensler's legacy getting torched, from prediction markets going mainstream to Web3 getting its official eulogy — no one is safe. The team debates the biggest surprises (Circle's shocking IPO run, Ethereum's pivot under new leadership, Zcash's unlikely comeback), the best new mechanisms (ICO 2.0, DATs, federal preemption), and the year's best memes (including the Chopping Block's own tariff factory video). Then comes the flops and comebacks: AI agents that overpromised, Berachain's fall from grace, and Tether somehow winning again. Finally, the crew reviews how badly their 2025 predictions aged — spoiler: not great — and lays out fresh calls for 2026 including AI-powered hacks, stable-coin-funded AI capex, and equity perps taking over DeFi. New year, fresh takes, brutal honesty — let's get into it. Show highlights
Deep dive analysis on SpaceX's business heading into the company's IPO this year. I'm joined by Aaron and Vlad for Mach33 research who collaborated with Cathy Wood and ARK Invest on an excellent valuation model for SpaceX. We analyze how much progress has been made on Starship and Starlink's under appreciated potential to drive hundreds of billions of dollars in revenue. Then we discuss the new datacenters in space opportunity and the timing on when this will happen and how it could eventually lead to a $100T+ SpaceX valuation.0:00 The Team Behind ARK's SpaceX Valuation Model1:22 10,000 Starships per year!?7:10 How Close Is Starship To Launching Commercial Payloads12:57 Starlink's Insane Potential21:55 Spectrum Acquisition & Direct To Cell Starlink24:04 Timeline of SpaceX Launching Compute In Space39:26 Will Someone Buy Starcloud? OpenAI Buying Stoke Space?45:40 SpaceX: The First Interplanetary IPOAaron Burnett on X: https://x.com/aaronburnettVlad Saigau on X: https://x.com/VladSaigauMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: Everyone in this podcast is invested in SpaceX. This is not financial advice and we are not financial advisors.
Welcome to 2026. In this special New Year's episode of The Data Minute, Peter sits down with his colleague Ashley Neville from Carta's Insights Team to dissect the data that defined 2025 and forecast the trends shaping the year ahead.Ashley and Peter analyze the "haves and have nots" market where AI startups command a 40% valuation premium over their peers. They explain why solo founders now account for over a third of all new companies and how capital constraints are driving this shift.They also break down the changing landscape for startup employees, including why equity packages have dropped by 50% and why many departing workers are choosing not to exercise their options. Plus, they discuss the liquidity pressure facing VCs, the "Nvidia problem" for LPs, and what founders need to understand about the Safe market in 2026.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:01:14 – Ashley Neville joins the show 02:18 – Fundraising: A market of "Haves and Have Nots"03:47 – The 40% AI valuation premium06:00 – Why the bar for media coverage has skyrocketed07:34 – The surge of the Solo Founder (30% to 36%)10:00 – The concentration of startups in SF and SaaS11:17 – The new hiring reality: 10% leaner teams13:34 – Why employee equity packages are down 50%15:20 – Why employees are leaving options on the table18:43 – The "First Employee" equity bump21:10 – The need for better equity education24:02 – The liquidity crisis: IPOs vs. Staying Private28:05 – LP Psychology: Why invest in VC when you have Nvidia?29:39 – Companies staying private for 16-18 years32:10 – Fund Economics: VC vs. PE personal capital36:20 – The most common founder questions (Safes & Dilution)38:52 – OutroThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only. This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2026 eShares, Inc., dba Carta, Inc. All rights reserved.
Dan Nathan brings back Deirdre Bosa, anchor of CNBC's Tech Check. to kick off 2026! The episode dives into recent tech highlights from CES, such as Nvidia's ventures into autonomous driving and the latest from Boston Dynamics. They address the evolving AI landscape, including market reactions to companies like Tesla, Waymo, and Baidu. The discussion also covers potential risks in the tech sector, especially in relation to China's growing tech capabilities and geopolitical tensions. After the break, Dan sits down with Jeff Richards, managing partner at Notable Capital, to discuss the exciting landscape of tech investment. They cover a range of topics from the growth and rotation in tech markets, notable trends in private and public tech companies, to the challenges and opportunities in the IPO market. Jeff highlights the rapid adoption of AI across various industries, the significant impact of private tech companies, and the potential for major tech IPOs in the coming years. The conversation also touches on financial market dynamics, the implications of government debt, and the future of tech innovation and investment. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
In this episode of The Brainstorm, we discuss the latest developments in AI and technology, including NVIDIA's strategic moves with Groq and Meta's acquisition of Manus AI. We explore the implications of these acquisitions on the AI landscape, the potential for orchestration layers in AI models, and the competitive dynamics among major tech companies. The conversation also touches on the future of user interfaces and the evolving role of voice and text in consumer interactions.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn't mean we don't have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we're sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Wolf.financial, and sponsored by Public. Tune in every week as we react to the latest in innovation. Here and there we'll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK's quick takes on what's going on in tech today.Key Points From This Episode:NVIDIA's strategic investment in Groq highlights its focus on enhancing AI chip capabilities without full acquisition, aiming to secure a competitive edge.Meta's acquisition of Manus AI emphasizes the importance of orchestration layers in delivering agentic AI experiences, integrating multiple models for diverse applications.The discussion explores the evolving AI landscape, questioning whether foundational models or their applications (wrappers) hold more value for end-users.The hosts debate the future of user interfaces, predicting a shift towards voice interactions and the potential for new hardware innovations.The episode concludes with a look at the competitive dynamics in the tech industry, particularly the role of initial public offerings (IPOs) and acquisitions in shaping market leadership.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/
We're joined by Sid Sijbrandij, founder of GitLab who led the all-in-one coding platform all the way to IPO. In late 2022, Sid discovered that he had bone cancer. That started a journey he's been on ever since... a journey that he shares with us in great detail. Along the way, Sid continued founding companies including Kilo Code, an all-in-one agentic engineering platform, which he also tells us all about.
[깊이 있는 경제뉴스] 1) 트럼프 “베네수 석유, 미국이 팔 것“.. 국제 석유 시장 판도 바뀌나 2) 美 증시, IPO 대어 온다.. 거래 시 주의점은? 3) 고등어, 수급 위기에 가격 급등.. 국산 수출은 역대 최대 - 박수익 비즈니스워치 기자 - 하수정 경제뉴스 큐레이터 - 박세훈 작가
Anyone working in the food service industry knows the importance of operating efficiently, providing a quality product, and always prioritizing customer experience. Today's company, with its impressive roster of brands, has solutions to help with all of that.Tim Fitzgerald is the CEO of the Middleby Corporation, which trades on NASDAQ under the symbol MIDD. Middleby is a worldwide manufacturer of solutions for the commercial kitchen, as well as residential, indoor, and outdoor appliances, and systems for industrial processing, packaging, and baking.Tim was named CEO in 2019. Before that, he served as Chief financial Officer, a position he held since 2003. Since joining Middleby over 25 years ago, Tim has been heavily involved in company-wide strategic decisions and has led acquisition and business development activities, which has led to their portfolio of roughly 120 brands.Today, Tim walks us through the impressive breadth of Middleby's offerings, their strategy for long-term value creation, and their ongoing commitment to innovation. Highlights:Middleby's Evolution (2:15)Spinning off Food processing (6:02)Share Buybacks (10:09)The Middleby Advantage (12:12)Commitment to Innovation (14:01)Sustainability in Kitchens (16:52)Middleby's go-to-market strategy (19:04)Food Service Trends (21:29)Opportunities on the Horizon (23:39)Links:Tim FitzGerald LinkedInMiddleby LinkedInMiddleby WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.
Universal Music Group partnered with Nvidia to responsibly collaborate on Music Flamingo AI, mandatory age verification for chatting on Roblox rolls out globally, and Discord reportedly confidentially filed for IPO. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible.Continue reading "Universal Music Group Partners with Nvidia AI – DTH"
Timestamps00:05:00 – 5 Daily Habits to Practice in 202600:13:00 – Novo Weight Loss Pill Explained00:21:00 – Venezuela Aftermath: Stocks That Could Benefit00:42:00 – Will China Take Taiwan?00:54:00 – Top 3 Sectors to Focus on in 202600:59:00 – 2026 Stock Picks01:11:00 – Where Bitcoin Is Headed01:16:00 – Predictions for 2026 Overall01:27:00 – End-of-Year Market Outlook01:34:00 – MU (Micron) Buy Point Analysis01:36:00 – 2 IPOs to Watch01:39:00 – $1,000 Giveaway
This Week In Startups is made possible by:Crusoe Cloud - https://crusoe.ai/buildUber - http://uber.com/twistEvery.io - http://every.io/Today's show: Jason and Alex are BACK on TWiST for 2026! This holiday season was anything but calm, with deca-corn acquisitions, massive Polymarket bets, and major new startups breaking from stealth!Jason talks the recent Nvidia-Groq $20B acquisition, a major exit for Chamath as the lead investor back in 2017! Jason delves into how the VC fund math shapes out for pre-seed VC funds vs. Series A VC funds.Jason and Alex delve into drama swirling META's AI team. Yann LeCun, META's former Chief AI Scientist, announced that he would be leaving META to become Executive Chairman at AMI Labs. LeCun left the META team in the new year, calling the new Chief AI Scientist, Alexandr Wang, inexperienced. LeCun now looks to move AI beyond the era of LLM at AMI Labs.PLUS Jason and Alex talk about the new social media app Tangle, from Biz Stone, co-founder of Twitter, and Evan Sharp, co-founder of Pinterest. Their Startup, West Co, launched tangle, which seeks to become an “intentional living” app. The two look to improve how humans interact with modern tech. Jason points out that very few news products have worked, but is eager to see how two industry veterans build in the space. Timestamps:(00:00) Why Restaurants are OVER — Peptides and other self medications(06:41) Nvidia Acqui-Hires Groq for $20 BILLION(9:48) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(11:00) The VC fund math between seed vs. Series A funds(15:00) META buys TWiST 500 Company, Manus! Why it matters.(20:20) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist(21:24) Why Yann LeCun left META, and what could be behind it(25:27) Producer Claude on the Gondola Crash in Zurich(29:13) Jason's Request for Augmented human intelligence(30:11) Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit http://every.io/(32:04) How one Trader made $436.8k on one bet on polymarket!(36:05) Jason's Predictions for 2026 IPOs(40:01) Is news broken? How Tangle is tackling it.(45:53) How much should startup incur in legal expenses? Should founders try to use AI to avoid costs?(50:59) Why Google should let NotebookLM cook, make it a standalone brand! *Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(9:48) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(20:20) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist(30:11) Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit http://every.io/
In this episode, Brandon Sedloff sits down with Willy Walker for a conversation on leadership, capital markets, and the evolution of Walker & Dunlop. Willy walks through his unconventional path into real estate, from early career experiences in Latin America to returning home to help scale a multi-generational family business. The discussion explores how personal ambition, insecurity, and long-term vision shaped both his leadership style and the firm's growth into a publicly traded platform. Together, they also unpack current dynamics in multifamily, capital flows, and the role of media and personal platforms in building trust and credibility in the industry. They discuss: • Willy Walker's career journey from nonprofit work and private equity to leading Walker & Dunlop • Lessons from scaling a family-owned company into a public, diversified real estate platform • How public market expectations changed strategic planning and capital allocation decisions • The state of multifamily in 2025, including supply, rent trends, and capital flows • The origins and impact of the Walker Webcast as a long-term communication and trust-building tool Links: Willy on LinkedIn - https://www.linkedin.com/in/willy-walker/ The Walker Webcast on YouTube - https://www.youtube.com/playlist?list=PL_QkMqEzOkzNmWUe9kpfRJ4213jIh6LNk Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:03:29) - Willy's career journey (00:18:44) - Leadership and business growth (00:34:03) - Post-financial crisis IPO challenges (00:37:38) - Diversification strategy (00:41:56) - Investment management business evolution (00:47:29) - Multifamily market trends in 2025 (00:53:33) - Capital flows and market dynamics (01:01:29) - Building a personal brand with Walker webcast (01:08:20) - Conclusion and final thoughts
Where does this rally go from here? Strategas' Chris Verrone, BNY's Alicia Levine and Requisite Capital's Bryn Talkington discuss. Plus, Rick Heitzmann from Firstmark Capital breaks down his outlook for the IPO market in 2026. And, Mohamed El-Erian weighs in on what he's watching from the upcoming jobs report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Now an annual tradition on the Bloomberg Intelligence Tech Disruptors podcast, John Chambers, former Cisco CEO and founder of JC2 Ventures, sits down with hardware analyst Woo Jin Ho to kick off 2026 with his latest predictions for the tech sector and the global economy. Chambers argues that AI is entering a phase of rapid adoption — driving enterprise productivity gains, reshaping capital allocation and compressing winner–loser cycles across industries. The conversation explores AI infrastructure investment, enterprise adoption, cybersecurity risks and the implications for labor markets, M&A, IPO activity and market volatility, with Chambers remaining bullish on AI's long-term impact despite near-term disruption.
✍【乱翻书时刻】• 2025Meta壕购字节没收成的Manus——2017字节吞并Facebook放弃的Musical.ly——这对信息流广告超级机器,早在2012年就已如同师生,尤其是在组织与商业化上。2018年,双方的全球竞争终于亮牌。扎克伯格和张一鸣心中不同的北极星指标,抖音夸张的商业化攫取效率,构成了必然发生在2025/2026的交叉点。• 激进的商业化标杆也解释了——为何2018年初抖音赶超快手,年终国内月活就拉开2亿差距,海外TikTok遥遥领先。2017快手商业化首年就超过70亿收入。双方当年战略空间和定力的差异,大概就源于张利东刘思齐等在2014-2016三年建成了今日头条广告系统,OCPX类效果广告占比约60%,已经从KA和SMB获取了75亿的收入弹药储备。• 张利东曾经是一位怎样的记者,为什么这位传统报纸经营者那么猛,一年调高十倍销售目标?字节为何立下每月3000人+的招聘目标,全力做重支持SMB广告业务?电商平台和中国半数VC融资,为什么都被卷入这种营销风潮?百度和腾讯的商业化团队为什么无法做出有效反击?
A new year has arrived, and with it comes a fresh wave of hot takes, bold predictions, and "can't miss" investing ideas. Joe Saul-Sehy and OG step back from the noise to discuss what clearly doesn't work and then to focus on what actually helps you build wealth in 2026 and beyond. Rather than chasing hot trends, they revisit the timeless rules that have quietly done the heavy lifting through every market cycle. Why diversification still matters even when it feels boring. Why IPO hype and speculative real estate deals often disappoint. How consistency beats cleverness far more often than most people expect. From there, the conversation shifts into a practical framework Stackers can use no matter what the market throws their way. Joe and OG walk through the proper order of investing decisions: start with clear goals, build the right asset allocation, choose appropriate asset selections, and then layer in tax strategy. By putting taxes in the right place (after the big structural decisions), they explain how to improve outcomes without letting tax avoidance distort the entire plan. The episode also digs into real-world traps that tend to surface when uncertainty rises. Real estate crowdfunding. Penny stock temptation. Misunderstood property tax increases. The guys break down where people get tripped up and how to protect yourself without becoming overly cautious or frozen by fear. Just as important, Joe and OG explore the difference between luck and skill in investing stories. If you've ever felt behind because someone else's risky move worked out, this discussion brings perspective and relief by reminding Stackers what sustainable progress actually looks like. What You'll Learn: • Why timeless investing principles matter more than 2026 predictions • How diversification truly reduces risk and where people misuse it • The dangers of IPOs, penny stocks, and "exclusive" real estate deals • The correct order of smart investing decisions: goals first, asset allocation next, asset selection after that, tax strategy layered on last • How to think about tax efficiency without letting taxes drive the plan • What new homeowners often misunderstand about property taxes • How to spot luck masquerading as skill in investing success stories • Ways to stay confident and consistent when markets feel uncertain If you're looking to start 2026 grounded, informed, and focused on the moves that actually matter, this episode delivers a steady, practical roadmap without hype, fear, or shortcuts. Listen for the principles that hold up when markets misbehave and the small mistakes that quietly derail otherwise solid plans. FULL SHOW NOTES: https://stackingbenjamins.com/real-estate-scam-companies-1786 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen & subscribe on Apple, Spotify, YouTube.Welcome everyone to the weekly San Diego Tech News!I'm Neal Bloom from Rising Tide Partners.My co-host in this episode is Fred Grier, journalist and author of The Business of San Diego substack. He covers the ins-and-outs of the startup world including breaking news, IPOs, fundraising rounds, and M&A through his newsletter.Before we dive in, we wanted to thank and ask our listeners to help us grow the show, leave a review and share with one other person who should be more plugged in with the SD Tech Scene. Thank you for the support and for helping us build the San Diego Startup Community!1/5/2026Draft numbers of total VC Investment into SD Companies in 2025: $3.4BSelect top fundings:* Tech:* ShieldAI $240M, Cybereason $120M, Flock Fleight $60M, Clearspeed $60M, FABRIC8LABS $50M, Equip $46M* Biotech:* Crystalis Therapeutics $205M; Timberlyne Therapeutics $180M; Protego Biopharma $130M; Aspen Neuroscience $115M; Raythera $110M2025 Acquisitions:* Avidity $12B by Novartis* Cidara Therapeutics $9.2B Merck* Capstan Thera $2.1B by AbbVie* Arthrosi Thera $1B* Kate Thera $1.1B* Regulus Therapeutics acquired by Novartis ($1.7B)* Nalu Medical $500MIPOs:* Aardvark Thera* Aptera* Once Upon A Farm* Carlsmed* MapLight Therapeutics2026 Predictions* More IPOs & M&A, market up* Fundings up, in specific areas, more in other markets than SD* More return to office, in specific areasCarta Startup Ranking - San Diego #6Trust & Will Holiday BowlTED announced move to SDCurated Events List – For full list – check The Social CoyoteCES - Jan. 5-10Carlsbad Industry Exchange - Jan. 6JPM - Jan. 12-15State of Venture event - Jan. 29 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe
Episode 409 of The VentureFizz Podcast features Ilia Papas, serial entrepreneur and co-founder of Band and Blue Apron. Do you know what the enchilada factor is? Probably not… unless you were part of the Blue Apron team that created a national brand and one of the pillar companies in the meal-kit food delivery category that ultimately went public. In this interview, Ilia shares the inside look at those hypergrowth years, including the company's use of machine learning for planning labor and food ordering, so they could fulfill those enchilada orders (also known internally as the enchilada factor) which always caused a spike when it was offered on the menu. Ilia's latest company is Band—and no, it's not the musical kind. Instead, the company is focused on a massive, underserved sector where trillions of dollars flow between businesses, yet technical innovation has been severely lacking. Band has built the smart operating system for B2B trade agreements, providing AI-powered rebate and incentive tracking for distributors, manufacturers, and purchasing groups. In this episode of our podcast, we cover: * Ilia's background story, plus the details on his siblings and their collective success in the tech industry. * Interning at his brother Art's company, Bullhorn, and then building the foundation of his career at web consulting firms like Molecular and Optaros, where he worked on the original version of Rue La La. * How he met his co-founder, Matt Salzburg, and why they pivoted from a “Kickstarter for science” idea to food delivery in 2012. * Bringing on a third co-founder, Matt Wadiak, who brought the culinary expertise and why they names the company Blue Apron. * Their approach to growth marketing to compete against HelloFresh & Plated and scaling to millions of meals a week. * The story of the IPO in 2017 and the unique challenges of running a publicly traded company * All the details about Band and why Ilia chose this underserved industry, plus how his approach to building a company is different this time around. * And so much more!
AI names are pumping new life into China's IPO market, with model maker “Mini Max” reportedly set to price at the top of its range tomorrow. We dig into what the country's IPO revival means for the competition between U.S. and Chinese tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
"Maybe we will see the robots that we want in our lives in 2026. But be prepared: they will definitely be controlled by people in India with Xbox controllers." Robots, and IPOs, and AI, Oh My! Managing editor Sarah Rieger joins to ask the biggest tech questions of 2026, after evaluating which 2025 tech questions were definitively answered. Solve for X is back! The latest season of the MaRS podcast is exploring more world-changing ideas. Join journalist Manjula Selvarajah as she talks to the people behind the latest innovations in tech and science. Get a jump on the future. Listen to season 4 of Solve for X wherever you get your podcasts. -- The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently, and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work.
Special Open Lines as the last Space Show for 2025, 12-30-25Quick SummaryWe explored various rocket systems' capabilities and development status, including SpaceX's Starship, Blue Origin's New Glenn, and NASA's SLS, while discussing the Artemis missions and Gateway project funding. The program ended with discussions about space infrastructure development, sustainable technology implementation, and the future of space exploration, including private sector initiatives and the potential for dual-use technologies.Detailed SummaryI discussed my appearance on Tom Olson's radio show. We then discussed the phenomenon of SpaceX employees potentially leaving to start their own space businesses after the company's IPO, which John Jossy clarified as similar to the “PayPal mafia” concept. Doug expressed skepticism about Mike Griffin's plan to meet the 2028 moon timeline using existing architecture, noting that Starship's development is crucial for Artemis III's success. The conversation also touched on the U.S.'s withdrawal from the Gateway project as depicted by Tom, with ESA now taking full responsibility for its development. This was later challenged and clarified.We talked about the status of the Gateway project for the Artemis missions, clarifying that Congress has provided full funding for Gateway despite the President's budget proposal to end it. They debated the necessity of Gateway and the NRHO orbit, with concerns raised about astronaut safety and the potential to strand individuals on the moon. David shared insights from a recent show featuring Mike Griffin, noting lower-than-expected viewership despite high expectations, perhaps due to the holidays. Later we discussed the success of Blue Origin's New Glenn launch.Also discussed were the capabilities and development status of various rocket systems, including SpaceX's Starship, Blue Origin's New Glenn, and NASA's SLS. Doug explained that SpaceX's Starship version 2 is still in development and its payload capabilities are not yet proven, while Blue Origin recently announced plans to stretch their New Glenn rocket to increase its payload capacity. We touched on SpaceX's Mars cargo landing plans, with Doug noting that Elon Musk's target of 10-30 tons for initial cargo landings seems low to reduce the number of refills needed, potentially eliminating the need for propellant depots or tanker flights. Marshall raised questions about the orbital reentry and heat shield capabilities of the Starship, suggesting that SpaceX may not fully understand how to handle the heat shield requirements for both lunar and Martian landings until they attempt a test flight.Our Wisdom Team discussed SpaceX's progress with their Starship program, noting that while they have had successful ocean landings, a double catch test is an important benchmark for evaluating shield performance. John Jossy mentioned that Relativity Space, led by Eric Schmidt, plans to launch their Taren R rocket late next year with the goal of building data centers in space. The conversation ended with welcoming two new participants, Benjamin Ayala and Twain Knight, who expressed interest in learning about space and discussed their academic backgrounds in physics and aerospace engineering both were students but as you will hear, fizzled out as being guests on the program.The group discussed the need for NASA to develop a sustainable infrastructure plan for a permanent presence in space, with Gary Barnhard (he joined us via Zoom) emphasizing the importance of establishing clear driving requirements from a science, systems engineering, and architectural design standpoint. Gary shared an example from the International Space Station's development to illustrate the impact of controversial requirements, highlighting the need for careful consideration of system capabilities. The discussion concluded with Gary outlining plans for a collaborative design charrette leading up to IAC 2026, which aims to gather insights and explore potential synergies for improving space infrastructure, with a focus on leveraging international partnerships and developing interoperability specifications for power beaming and communication networks.Gary discussed a novel approach to micro and partial gravity adaptation, emphasizing the importance of implementing technology with real-world applications and tangible data. Doug inquired about the goal of a design charrette, which Gary explained is to articulate driving requirements rather than provide prescriptive architectural recommendations. They discussed the development of SpaceX's Starship and the potential for propellant depots, with Gary highlighting the need for sustainable infrastructure and the importance of understanding various propulsion solutions. The conversation touched on life support systems for space missions, with Gary emphasizing the need for systems with multiple degrees of failure tolerance and a buffer for self-stabilization.The discussion continued to focus on the future of space exploration and commercial space activities. Gary emphasized the importance of private sector initiatives and the need for companies to take responsibility and authority in driving progress. He noted that the cost of launching payloads to the moon has decreased significantly, with potential for further reductions. Marshall highlighted SpaceX's achievements in 2025, including the success of Falcon 9 and Starlink satellites, and predicted that SpaceX could become the leading force in space exploration by 2027. The group discussed the economic implications of these developments and the potential for dual-use technologies that benefit both space and terrestrial applications.We discussed challenges and progress in space exploration, with Marshall highlighting SpaceX's successful recovery of its first stage and Blue Origin's advancements with hydrogen-oxygen upper stages. David expressed concerns about the lack of substantial progress in human spaceflight and space settlement, comparing it to the slow development of nuclear power. John Hunt suggested that developing a continuously inhabited moon base could provide more experience for long-term space living before considering permanent settlement. We emphasized the potential for private enterprise to drive future space missions, citing its willingness to take risks and its ability to operate without government scrutiny. The conversation also touched on the psychological impacts of sending couples and families into space and comparing it to the spirit of early American settlers.Gary presented an overview of XISP Inc.'s mission development efforts, highlighting their work on space wear technology that combines electro muscular stimulation with kinetic fabrics for exercise in variable gravity environments. He explained that the technology, which can provide equivalent of a 4-hour workout in 20 minutes, is already available commercially and is being tested with a broad demographic group. David expressed interest in featuring Gary in a dedicated Space Show segment and discussed the potential for using similar technology with animals, particularly dogs, for space missions. The group agreed to schedule Gary's next appearance on the Space Show for February. or later, then program concluded its broadcast.Special thanks to our sponsors:Northrup Grumman, 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:Broadcast 4482: Zoom: Open Lines to kick of 2026 | Sunday 04 Jan 2026 1200PM PTGuests: Dr. David LivingstonZoom: Open Lines to start the New Year Get full access to The Space Show-One Giant Leap Foundation at doctorspace.substack.com/subscribe
In this episode of the Jon Sanchez Show, hosts Jon G. Sanchez and Jason Gaunt discuss the market's performance as the new year begins, reflecting on the previous year's volatility and the potential for growth in 2026. They emphasize the importance of a financial reset, outlining nine essential financial goals for listeners to consider, including strengthening emergency funds, maximizing retirement contributions, and proactive tax planning. The conversation also touches on anticipated IPOs, particularly OpenAI and SpaceX, and the implications for the market. Overall, the episode serves as a guide for listeners to set their financial strategies for the year ahead.The Jon Sanchez Show is a service of Sanchez Gaunt Capital Management, LLC in Reno, Nevada.Learn more about our services: https://www.sanchezgaunt.com/our-processChapters00:00 New Year Reflections and Market Overview02:21 Market Dynamics and Sector Rotation05:22 Financial Reset: Setting Goals for 202608:03 Optimism for 2026: Analyst Perspectives10:56 Interest Rates and Economic Growth11:23 IPO Expectations: SpaceX and OpenAI13:10 Starlink: A Unique Market Position20:51 The Future of Space Exploration21:57 OpenAI IPO: Anticipation and Implications22:58 Financial Goals for 2026: An Overview26:00 Building a Strong Emergency Fund27:25 Understanding Cash Flow and Expenses28:38 The Importance of Paying Off High-Interest Debt29:39 Maximizing Retirement Contributions33:10 Reviewing and Rebalancing Your Investment Portfolio34:33 Establishing an Estate Plan35:51 Insurance and Asset Protection36:57 Setting a Tax Reduction Strategy37:20 The Value of Professional Financial Guidance38:16 Disclaimer
Pantera Capital's 2026 predictions. Pantera Capital Managing Partner Paul Veradittakit joins CoinDesk to discuss the outlook into crypto markets and the broader industry in 2026. With market structure legislation nearing the finish line, Paul details why entrepreneurs are returning to U.S. soil. They also discuss the success of Solana and XRP ETFs, the roadmap for crypto IPOs in 2026, and how the strategic reserve narrative is reshaping institutional portfolios. - Check out CoinDesk's research report on KuCoin at: https://www.coindesk.com/research/kucoin-hits-record-market-share-as-2025-volumes-outpace-crypto-market - Timecodes: 00:52 Reflecting on 2025: Crypto's Biggest Wins and Trends 03:59 Regulatory Progress and Its Impact 07:18 The Future of Stablecoins 10:10 Crypto's Integration with Public Markets 13:13 Predictions for 2026: AI and Prediction Markets - This episode was hosted by Jennifer Sanasie.
As we get closer to SpaceX's $1.5T IPO, all eyes are on Starship. The world's largest rocket is set to transform the space industry and SpaceX's financials. The key enabler for Starlink's full potential, the moon mission, mars, datacenters in space and so much more is to get Starship working reliably. With plans for test launches in the coming months and a potential commercial payload later this year, the timing is colliding head on with SpaceX's rumored IPO in summer 2026. Exciting times. Without Starship working it will be impossible for SpaceX to achieve it's ambitious vision. That is why now is such a strategic time for the company to IPO. Selling a huge chunk of stock at a $1T+ valuation would give SpaceX tons of capital to fund the Starship program.0:00 SpaceX IPO In 20261:40 Asking Grok about the V3 Satellite4:00 SpaceX's Business Model Relies on Starship5:20 When Does Starship Go Into Production?6:42 Why It's Smart For SpaceX To IPO Right NowMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm invested in SpaceX through an SPV. This is not financial advice.
SaaStr 835: AI + B2B in 2026: Find the Tailwinds or Get Left Behind with SaaStr CEO and Founder Jason Lemkin Software spend is set to hit record levels in 2026, but you're not getting any of it unless you change. SaaStr CEO and Founder Jason Lemkin breaks down the paradox facing B2B companies right now: It's never been easier to scale to $100M (for a select few), while everyone else struggles. Half of all VC dollars are going into just 4 deals. IPOs ended the year with a whimper. And that AI copilot you built? It doesn't count. In this session, Jason shares the data on what's actually happening and what you need to do to capture your share of the hundreds of billions flowing into software. Key insights: Why "seed is for suckers" in today's VC environment The 3 types of AI products that unlock budget (and the one that doesn't) Why 30% of new IT budget is going to AI and how to steal it The TAM expansion math behind Cursor, Gamma, and AI SDR tools Why copilots and AI features alone won't save you The efficiency metrics every founder needs to track in 2026 If you didn't reaccelerate growth in 2025, you get a D. You can't get a D in 2026.
In this wide-ranging conversation, Gautam Baid joins Excess Returns to discuss the principles that shaped his investing philosophy, the lessons learned through bear markets, and why compounding, patience, and quality matter far more than forecasts or short-term performance. Drawing from his books The Joys of Compounding and The Making of a Value Investor, Baid shares a deeply reflective framework for long-term investing, portfolio construction, behavioral discipline, and global diversification, with insights spanning Indian and US markets, liquidity cycles, AI, and investor psychology.Main topics covered• The asymmetric power of compounding and why being wrong half the time can still lead to exceptional long-term returns• Why patience, temperament, and behavior matter more than analytical precision in investing• The role of journaling in improving decision-making and avoiding repeated behavioral mistakes• How investor sentiment reveals itself through IPO markets and portfolio quality late in bull cycles• Why long-term investing requires continuous monitoring rather than buy-and-forget complacency• Letting winners run, cutting losers, and understanding power-law outcomes in stock markets• Liquidity cycles and how they drive market returns in both India and the United States• How bear markets reshape investing philosophy toward resilience, quality, and diversification• When averaging down makes sense and when it is dangerous• The differences between Indian and US equity markets, valuations, and governance• Why home country bias can be a major risk for US-based investors• AI, productivity, profitability, and where future market winners may emerge beyond mega-cap tech• Why passion for investing matters more than money in sustaining long-term successTimestamps00:00 Introduction and the asymmetric nature of compounding01:00 Gautam Baid's investing background and books03:00 The importance of journaling and learning through bear markets06:00 Investor sentiment, IPOs, and late-cycle market behavior10:20 Long-term investing versus complacency and monitoring risk14:15 Convex upside, concave downside, and letting winners run18:30 Liquidity cycles and lessons from Stan Druckenmiller22:45 Identifying market bottoms and the anatomy of bull and bear markets28:00 Averaging down, quality, and risk management30:30 How bear markets change investor psychology and strategy33:00 Patience, management quality, and long-term optionality36:15 Mr. Market, price signals, and market intelligence39:00 The Federal Reserve, inflation, and asset price dynamics44:00 Understanding the Indian equity market and valuation structure46:45 Why global diversification matters for US investors50:30 AI, margins, and the future of value investing53:00 Passion, purpose, and the psychology of long-term investing54:30 The single most note investors should learn
Najam Kidwai, CEO of C1 Fund, covers the outlook for crypto IPOs in 2026. He thinks 2025 was a “great year” for crypto, citing U.S. regulatory clarity and IPOs like Circle (CRCL) and Bullish (BLSH) that were “received well overall.” He thinks this will lead to a “stellar” 2026 and expects companies like Kraken and other popular names to come to market. Najam expects institutions and banks to move into the space and expand digital allocations.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Anthropic is one of the key AI players eyeing a potential 2026 IPO. MacKenzie Sigalos sat down exclusively with Anthropic President Daniela Amodei to talk about the company's plans to outmaneuver big-spending AI rivals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of The Liquidity Event, AJ and Shane kick off the new year by breaking down why leaving New York to avoid taxes is far harder than many high earners expect. Using a recent New York Times article as a starting point, they explain how New York residency audits actually work, the difference between quantitative and qualitative tests, and why most people who try to leave the state ultimately fail. They then shift to OpenAI's decision to finally allow employees to donate equity to charity, why the move matters in the ongoing AI talent war, and how equity structure and tax timing play into charitable planning. The episode wraps with a deep dive into IPO scams, explaining how regulatory carveouts meant to encourage public listings instead enabled a wave of fraudulent foreign companies — and why retail investors are often the ones left holding the bag. Taxes, equity, audits, and a classic Reddit money question to close out the year. Key Timestamps (00:00) Welcome, New Year timing, and recording Episode 170 in December (02:00) New Year's plans, hosting fatigue, and seafood traditions (04:00) The grill disaster and calling an audible on a holiday party (06:50) Rich New Yorkers threatening to leave and why it's harder than it sounds (08:15) New York residency audits and the two tests you must pass (10:10) Qualitative residency rules: holidays, dogs, storage units, and intent (13:30) Why most people fail New York tax exit strategies (19:50) OpenAI allows employees to donate equity to charity (22:30) IPO scams, the JOBS Act, and why fake companies keep slipping through (26:45) Reddit question: what to do with $1.8M in liquid assets at a young age
Welcome to this special episode of The Edge of Show, recorded live at the Future of Money, Governance & the Law Summit in Washington, D.C. This conversation brings together leaders from Web3, finance, policy, and infrastructure to tackle a critical question: how do we fund innovation while building long-term trust, inclusion, and resilience?Moderated by Nadya Rousseau, this panel features Vincent Kadar, Kevin Jackson, Andrew Durgee, and Terry Culver, offering rare insight into how capital formation is evolving through tokenization, public-private collaboration, decentralized infrastructure, and access to private markets.The discussion explores real-world asset tokenization, the role of regulation, the limits of first-mover advantage, and why collaboration, not isolation, is becoming the defining strategy for sustainable innovation. From retail access to pre-IPO assets to DAOs, grants, and hybrid funding models, this episode breaks down how Web3 is reshaping who gets to participate in the global economy.If you're building, investing, shaping policy, or trying to understand where finance and innovation are heading next, this episode delivers clear perspectives from leaders actively building the future not theorizing about it.Support us through our Sponsors! ☕
On this year's final episode of FYI, we will be taking the opportunity to highlight some of the best moments from throughout the year. While we are grateful for every single guest that has joined the For Your Innovation podcast, here is a compilation of some of our favorite moments. Key Points From Each Highlighted Episode: Vlad Tenev: Robinhood's north star is a “financial super app” that uses tokenization/stablecoins to broaden access and ownership for everyday investors. Tom Lee: Digital-asset treasury companies can be the traditional finance (TradFi) wrapper that makes token exposure easier to own inside existing market plumbing. Dr. Jin-Hyung Lee: Real “understanding” of the brain means measuring and controlling circuits precisely enough to restore function—and building models that connect intervention to outcome. Peter Diamandis: Aging is increasingly framed as an epigenetic + systems problem, where AI and better therapies could accelerate progress toward “longevity escape velocity.” Peter Walker: Venture dollars are increasingly concentrated in AI (especially late-stage) while liquidity remains constrained without a healthier initial public offering (IPO) market.
As 2025 draws to a close, it's time to pause and take stock of what's been a transformational year in design. From Figma's landmark IPO to the rise of AI across every category of product, to major brand evolutions at Nike, Netflix, and The New York Times—this year has been defined by what our guest today calls “mass acceleration.” Visit our Substack for bonus content and more: https://designbetterpodcast.com/p/mark-wilson Mark Wilson is the Global Design Editor at Fast Company, where he's been tracking these seismic shifts, reporting on everything from the architecture of data centers to the comeback of wired headphones. He's a journalist who straddles multiple worlds—covering the design industry, and now co-hosting the By Design podcast. He's someone who can explain why Labuboos became an unlikely cultural phenomenon and why your kids might be more interested in building with Chompsaw than staring at a screen. Today, we're looking back at 2025 with Mark to understand not just what happened, but what it all means. We'll explore the biggest moments in design and business, and tackle the uncomfortable questions about AI—are we in a bubble? Is it actually making us more productive? And what does the future hold for designers in an automated world? We'll also dig into the design industry's blind spots, the problems that aren't getting solved because they're not sexy or VC-fundable, and why there's a growing hunger for physical craft and working with our hands in a world increasingly mediated by screens.
As 2025 comes to a close, Tom provides a recap of the biggest stories in business from the past year, talks about the value ICR continues to provide for clients, and looks ahead to what 2026 may have in store. Happy new year!
Plus: Octopus Energy to spin off AI utility management platform Kraken Technologies. And three Chinese tech companies plan IPOs in Hong Kong. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Trump administration is pledging $2 billion in humanitarian aid to the United Nations. The official State Department announcement of the U.N. donation says it “reaffirms the United States' ironclad commitment to supporting critical life-saving humanitarian action around the world,” but the last paragraph warns that the UN has to reduce bureaucratic overhead. Plus, IPOs made a comeback this past year, and solar panel installers look to incentives as federal tax credits end.
The Trump administration is pledging $2 billion in humanitarian aid to the United Nations. The official State Department announcement of the U.N. donation says it “reaffirms the United States' ironclad commitment to supporting critical life-saving humanitarian action around the world,” but the last paragraph warns that the UN has to reduce bureaucratic overhead. Plus, IPOs made a comeback this past year, and solar panel installers look to incentives as federal tax credits end.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
Part two of the AI predictions series looks ahead to how competition, markets, and politics could shape AI in 2026, from the durability of coding model leaders and the future of Grok and Meta to Chinese open-weight models, agent labs versus model labs, M&A, IPO timing, and whether Alphabet becomes the world's biggest company. The episode also digs into how public markets, private credit, data center politics, layoffs, and anti-AI sentiment could collide with macro forces and election dynamics to define the next phase of the AI era. Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsBlitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
From investing through the modern data stack era (DBT, Fivetran, and the analytics explosion) to now investing at the frontier of AI infrastructure and applications at Amplify Partners, Sarah Catanzaro has spent years at the intersection of data, compute, and intelligence—watching categories emerge, merge, and occasionally disappoint. We caught up with Sarah live at NeurIPS 2025 to dig into the state of AI startups heading into 2026: why $100M+ seed rounds with no near-term roadmap are now the norm (and why that terrifies her), what the DBT-Fivetran merger really signals about the modern data stack (spoiler: it's not dead, just ready for IPO), how frontier labs are using DBT and Fivetran to manage training data and agent analytics at scale, why data catalogs failed as standalone products but might succeed as metadata services for agents, the consumerization of AI and why personalization (memory, continual learning, K-factor) is the 2026 unlock for retention and growth, why she thinks RL environments are a fad and real-world logs beat synthetic clones every time, and her thesis for the most exciting AI startups: companies that marry hard research problems (RAG, rule-following, continual learning) with killer applications that were simply impossible before. We discuss: The DBT-Fivetran merger: not the death of the modern data stack, but a path to IPO scale (targeting $600M+ combined revenue) and a signal that both companies were already winning their categories How frontier labs use data infrastructure: DBT and Fivetran for training data curation, agent analytics, and managing increasingly complex interactions—plus the rise of transactional databases (RocksDB) and efficient data loading (Vortex) for GPU-bound workloads Why data catalogs failed: built for humans when they should have been built for machines, focused on discoverability when the real opportunity was governance, and ultimately subsumed as features inside Snowflake, DBT, and Fivetran The $100M+ seed phenomenon: raising massive rounds at billion-dollar valuations with no 6-month roadmap, seven-day decision windows, and founders optimizing for signal ("we're a unicorn") over partnership or dilution discipline Why world models are overhyped but underspecified: three competing definitions, unclear generalization across use cases (video games ≠ robotics ≠ autonomous driving), and a research problem masquerading as a product category The 2026 theme: consumerization of AI via personalization—memory management, continual learning, and solving retention/churn by making products learn skills, preferences, and adapt as the world changes (not just storing facts in cursor rules) Why RL environments are a fad: labs are paying 7–8 figures for synthetic clones when real-world logs, traces, and user activity (à la Cursor) are richer, cheaper, and more generalizable Sarah's investment thesis: research-driven applications that solve hard technical problems (RAG for Harvey, rule-following for Sierra, continual learning for the next killer app) and unlock experiences that were impossible before Infrastructure bets: memory, continual learning, stateful inference, and the systems challenges of loading/unloading personalized weights at scale Why K-factor and growth fundamentals matter again: AI felt magical in 2023–2024, but as the magic fades, retention and virality are back—and most AI founders have never heard of K-factor — Sarah Catanzaro X: https://x.com/sarahcat21 Amplify Partners: https://amplifypartners.com/ Where to find Latent Space X: https://x.com/latentspacepod Substack: https://www.latent.space/ Chapters 00:00:00 Introduction: Sarah Catanzaro's Journey from Data to AI 00:01:02 The DBT-Fivetran Merger: Not the End of the Modern Data Stack 00:05:26 Data Catalogs and What Went Wrong 00:08:16 Data Infrastructure at AI Labs: Surprising Insights 00:10:13 The Crazy Funding Environment of 2024-2025 00:17:18 World Models: Hype, Confusion, and Market Potential 00:18:59 Memory Management and Continual Learning: The Next Frontier 00:23:27 Agent Environments: Just a Fad? 00:25:48 The Perfect AI Startup: Research Meets Application 00:28:02 Closing Thoughts and Where to Find Sarah
Dean Quiambao says the mega-IPOs next year will dominate investor focus, forcing smaller companies to get creative. “You've got to have strong growth, you've got to have path to profitability.” He thinks 2026 could be the “breakout” for IPOs after a 2025 “rebound.” Companies that could IPO in 2026 include OpenAI, SpaceX, Kraken, Anthropic, and more popular names.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
1. “Robotaxis got Promoted”: Waymo, Tesla, and Zoox. Next up? Redeye robo rides.2. “IPO-palooza”: SpaceX, OpenAI, and Kim's Skims IPOs3. “Welcome to Nike Hotel”: To save the brand, Nike should “just do” a resort.4. “Dupe-partment Stores”: A department store full of just dupes.5. “Trillions”: That's our word of the year.But let us know what you think in the comments. Happy New Year — And celebrate the wins!— Nick & Jack————————————————Buy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-liveGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-dollNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They hit Andersen's $176M IPO, why Big Four ties to Big Tech raise independence questions, and how AI could finally kill the billable hour. Plus, what tax pros really charge in 2025 - and the wild 'Middle Finger Ranch' fraud.SponsorsOnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:56) - Private Equity in Accounting Firms (01:51) - Sponsor Message: OnPay Payroll Solutions (04:15) - Arthur Andersen's Legacy and IPO (07:45) - Private Equity Survey Results (21:04) - Big Four and Tech Giants (28:25) - Pricing Models for CAS Engagements (30:22) - Tax Preparers' Fees Breakdown (36:12) - Cloud Accountant Staffing (37:34) - Economic Growth and Consumer Spending (40:26) - Fraud Stories: Middle Finger Ranch and More (43:24) - PCAOB Budget Cuts and Enforcement Actions (52:29) - IRS Readiness for Tax Season (53:43) - Conclusion and Upcoming Topics Show NotesPE in accounting firms: From 'dumpster fire' to excitementhttps://www.accountingtoday.com/news/pe-in-accounting-firms-from-dumpster-fire-to-excitement Andersen Group Shares Gain 47% After $176 Million US IPOhttps://www.bloomberg.com/news/articles/2025-12-17/andersen-group-shares-jump-34-after-176-million-us-ipo Andersen goes public, hits $2.6B valuationhttps://thefinancestory.com/andersen-group-ipo-2-6b-valuation The Big Four consulting firms are embedded in Big Tech. Here's who audits each of the Magnificent 7 companieshttps://www.businessinsider.com/big-four-accounting-audits-magnificent-seven-financial-records-2025-12 What do tax preparers charge? https://www.accountingtoday.com/news/what-do-tax-preparers-charge How much do tax professionals charge in 2025? Insights from NATP's Fee Studyhttps://www.natptax.com/news-insights/blog/how-much-do-tax-professionals-charge-in-2025-insights-from-natp-s-fee-study/ U.S. economic growth surges in third quarter to 4.3%https://www.washingtonpost.com/business/2025/12/23/gdp-economy-consumer-spending/ The US economy expanded at the fastest pace in two years as wealthier Americans kept spending https://www.cnn.com/2025/12/23/economy/us-gdp-q3 Kansas accountant diverted family funds to fictitious 'Middle Finger Ranch'https://kansasreflector.com/briefs/kansas-accountant-diverted-family-funds-to-fictitious-middle-finger-ranch/ Kansas Accountant, Who Created Fictitious 'Middle Finger Ranch' for Fraud Scheme, Sentenced to 4 Years in Jailhttps://www.cpapracticeadvisor.com/2025/12/04/kansas-accountant-who-created-fictitious-middle-finger-ranch-for-fraud-scheme-sentenced-to-4-years/174381/ PCAOB to tighten budget in 2026 https://www.accountingtoday.com/news/pcaob-to-tighten-budget-in-2026 PCAOB Approves 2026 Budget https://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-approves-2026-budget Accounting Firms Must Stop Charging for Timehttps://cpatrendlines.com/2025/12/02/accounting-firms-must-stop-charging-for-time/ Dirty money gangster jailed over plot worth almost £12mhttps://www.dailyrecord.co.uk/news/scottish-news/dirty-money-gangster-jailed-over-36410033 PCAOB Sanctions CPA for Violations Related to Audit Evidence and Her Former Audit Firm for Quality Control Issueshttps://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-sanctions-cpa-for-violations-related-to-audit-evidence-and-her-former-audit-firm-for-quality-control-issues Ahead of Tax Filing Season, Warren, King, 15 Senators Warn of Tax Filing Chaos After Trump Admin Attacks on IRShttps://www.warren.senate.gov/newsroom/press-releases/ahead-of-tax-filing-season-warren-king-15-senators-warn-of-tax-filing-chaos-after-trump-admin-attacks-on-irsNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info?&n...
In this episode of The Daily, we explore why Transport Capacity Services is betting on Monterrey to manage the surge in nearshoring activity and cross-border complexity. As manufacturing investment floods northern Mexico, stricter customs enforcement and driver regulations threaten to tighten freight capacity significantly by 2026. To support these long-term trade flows, Union Pacific is developing a massive industrial park near Houston, while developers repurpose facilities like a former Waco bottling plant for distribution. Meanwhile, market distress has forced Standard Forwarding Freight to cease operations after 91 years, signaling how the downturn is punishing leveraged operators. Consolidation continues to reshape the rail sector as GATX and Brookfield complete their acquisition of Wells Fargo's rail leasing portfolio in a multibillion-dollar joint venture. On the technology front, telematics provider Motive has filed for an IPO, underscoring how software is becoming core infrastructure for fleets facing thin margins. Severe weather is also impacting operations, with Winter Storm Ezra triggering FMCSA hours-of-service waivers across 20 states and prompting warnings for truckers east of I-35 to stay off the roads. Finally, we discuss unconfirmed reports that China may be converting a cargo ship into a missile launcher, a development that could fundamentally alter global supply chain security. Learn more about your ad choices. Visit megaphone.fm/adchoices
Crypto natives entered 2025 with many expectations, but bingo cards likely did not include world leaders launching memecoins. In this first installment of a two part Unchained Special, Ambient Finance founder Doug Colkitt and “Gwart” join to offer a whimsical take on some of the years major happenings as it pertains to crypto. How did an erstwhile dropshipper get in bed with world leaders and convince them to launch memecoins? And did Tom Lee's “good hair” save ETH? Thank you to our sponsor, Walrus! http://walrus.xyz/ Guests: Doug Colkitt, Co-founder of Fogo and Ambient Finance Gwart, Host of The Gwart Show Links: Unchained: Why Lyn Alden Isn't a Fan of Trump's Memecoins, but Neutral on a Strategic Bitcoin Reserve The Chopping Block: Trump's Crypto Shake-Up, Solana's Big Moment, that Changes Everything Why Would Argentine President Javier Milei Protect Kelsier's Hayden Davis? How the $1.5 Billion Bybit Hack Could Have Been Prevented Which Crypto Assets Belong in a Reserve? This VC Says Not XRP and ADA White House Crypto Summit: Two Attendees Share Why It Matters Arthur Hayes and Hanson Birringer on Hyperliquid's Success (And What Could Stop It) Hyperliquid Trader Makes $87M in 70 Days, Loses It In Five The Chopping Block: Tom Lee the New Saylor? DAT Consolidation, Token Wrappers Under Fire Circle, Issuer of the $61.5 Billion USDC, Raises $1.1 Billion in Landmark IPO Why Arbitrum Won Over Robinhood + A $59 Million Polymarket Controversy DAT Stocks Are on Sale. Are They a Buy? Plus, Why Crypto Is Dead Timestamps:
Do you still consider Meta a targeting platform? If so, that mindset is probably costing you scale, efficiency, and confidence in your numbers. We see too many marketers clinging to old playbooks, such as hyper-specific audiences, exclusions, and lookalikes, without realizing the platform has fundamentally changed. In this episode, we continue our discussion on the evolution of Meta advertising, from the early days of right-hand rail ads and insane third-party data to what's happening right now. We break down why targeting used to do the heavy lifting, why that era is over, and how AI-driven delivery flipped the model on its head. If you're running ads or managing clients who are, this series on Meta's history and current strategies will recalibrate how you think about Meta before launching your 2026 marketing plan.In This Episode:- Early Facebook monetization and newsfeed ads- Facebook Beacon and other early failures- The birth of Facebook's ad engine- Facebook's IPO and Instagram acquisition- AlexNet and the foundation of AI ads- When targeting started ruling Meta ads- Creative replaces targetingMentioned in the Episode:Facebook's Failed Beacon Project: https://www.cbc.ca/news/science/facebook-shuts-down-beacon-marketing-tool-1.832698 Listen to This Episode on Your Favorite Podcast Channel:Follow and listen on Apple: https://podcasts.apple.com/us/podcast/perpetual-traffic/id1022441491 Follow and listen on Spotify:https://open.spotify.com/show/59lhtIWHw1XXsRmT5HBAuK Subscribe and watch on YouTube: https://www.youtube.com/@perpetual_traffic?sub_confirmation=1We Appreciate Your Support!Visit our website: https://perpetualtraffic.com/ Follow us on X: https://x.com/perpetualtraf Connect with Ralph Burns: LinkedIn - https://www.linkedin.com/in/ralphburns Instagram - https://www.instagram.com/ralphhburns/ Hire Tier11 - https://www.tiereleven.com/apply-now Connect with Lauren Petrullo:Instagram - https://www.instagram.com/laurenepetrullo/LinkedIn - https://www.linkedin.com/in/laurenpetrullo Consult Mongoose Media - https://mongoosemedia.us/Mentioned in this episode: