Podcasts about ipo

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    Best podcasts about ipo

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    Latest podcast episodes about ipo

    Big Technology Podcast
    The Moltbook Uprising, NVIDIA's OpenAI Pullback, Apple's Conundrum

    Big Technology Podcast

    Play Episode Listen Later Feb 2, 2026 55:04


    M.G. Siegler of Spyglass is back for our monthly tech news discussion. M.G. joins us to discuss Moltbook, the new Reddit-style social network where 150,000 AI agents are chatting, upvoting, and even proposing their own private language to keep humans out. Tune in to hear whether this is a preview of the singularity or just elaborate role-play—and why the security vulnerabilities are genuinely concerning. We also cover NVIDIA quietly backing away from its $100 billion OpenAI deal, Apple's record quarter that Wall Street shrugged off, and OpenAI's race to IPO before Anthropic (with Elon potentially beating them both). Hit play for a conversation about where AI is heading and what it means when the bots start talking to each other. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Empire
    Why BitGo Went Public | Mike Belshe

    Empire

    Play Episode Listen Later Feb 2, 2026 79:17


    This week, we're joined by CEO and Co-founder of BitGo, Mike Belshe, to discuss BitGo's IPO, their motivations for going public, and the IPO process. We dive into allocation decisions, key product growth areas, and views on regulation, crypto market structure, and future industry evolution. Enjoy! – Follow Mike: https://x.com/mikebelshe Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod – Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here:  https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire  – Timestamps: (01:50) BitGos IPO & Early Supporters (07:22) Why go public (09:45) The IPO Process (30:39) Determining Allocations (37:49) Ads (Coinbase) (38:41) BitGos Role as an infrastructure company (46:15) BitGo's Fastest Growing Products (58:20) BitGo going forward (01:02:37) Web2 vs web3 (01:06:41) BitGo's Journey & Lessons Learned (01:14:39) Replacing the Incumbents —-- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

    BlockHash: Exploring the Blockchain
    Ep. 672 Tectonic | Post-Quantum Blockchains (feat. Michael Berman)

    BlockHash: Exploring the Blockchain

    Play Episode Listen Later Feb 2, 2026 22:56


    For episode 672 of the BlockHash Podcast, host Brandon Zemp is joined by Michael Berman, Co-CEO of Tectonic Labs. Michael Berman is co-CEO of Tectonic Labs, where he drives operations and go-to-market strategy for the company's post-quantum cryptography solutions. With nearly two decades in enterprise software and SaaS, he specializes in building repeatable revenue engines, sharpening operational execution, and translating deep technical products into compelling commercial outcomes. Berman was an early team member at Eventbrite, where he scaled sales through the company's high-growth phase leading to its IPO. He later led strategic accounts at Salesforce, managing enterprise relationships and supporting expansion initiatives. He's also a serial entrepreneur with two successful exits, including the sale of a venture-backed company to a publicly traded acquirer. A graduate of the University of Colorado Boulder's Leeds School of Business, Berman is recognized for operational rigor, M&A execution, and scaling growth in regulated, security-critical markets.

    FreightCasts
    Freight Expectations | Winter Storms, Tight Capacity, and a Market Ready to Move

    FreightCasts

    Play Episode Listen Later Feb 2, 2026 61:47


    A massive winter storm shakes up the freight market—and Craig Fuller and Matt Leffler break down why this one matters. Tender rejection rates spike above 12%, signaling tightening capacity and a potential inflection point for carriers. The hosts unpack why weather often acts as the catalyst that finally tips a soft market into a crunch, and whether this disruption could mark the beginning of a more sustained recovery. Along the way, they dig into rising M&A activity across trucking and brokerage, from major carrier acquisitions to growing momentum around IPOs and private equity exits. The conversation also veers (as it often does) into sales models, parcel and LTL strategies, demographic shifts, and the surprising ways culture, technology, and human behavior ripple into freight markets. ⁠Follow the Freight Expectations Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Watson Weekly - Your Essential eCommerce Digest
    February 2nd, 2026: ChatGPT's 4% Fee Confirms Marketplace Economics, American Eagle to Close Quiet Logistics Business, UPS Releases 4Q 2025 Earnings and Provides 2026 Guidance, and Meta Earnings in Superintelligence We Trust

    The Watson Weekly - Your Essential eCommerce Digest

    Play Episode Listen Later Feb 2, 2026 15:02


    Today on our show:ChatGPT's 4% Fee Confirms Marketplace EconomicsAmerican Eagle to Close Quiet Logistics BusinessUPS Releases 4Q 2025 Earnings and Provides 2026 GuidanceMeta Earnings in Superintelligence We Trust- and finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Rithum.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

    Ready For Retirement
    Work at SpaceX? Watch This Before your IPO

    Ready For Retirement

    Play Episode Listen Later Feb 1, 2026 18:53 Transcription Available


    If you work at SpaceX, you're likely holding one of the most valuable (and complicated) assets in the world. With a potential IPO on the horizon, the decisions you make with your SpaceX stock, RSUs, and equity compensation could determine whether that wealth creates freedom or long-term stress.Instead of starting with “What should I do with my stock?”, James explains why the first question has to be “What do I want my life to look like?” Without that clarity, selling, holding, or diversifying SpaceX stock becomes guesswork... even if the company continues to perform well. Using a detailed case study that closely mirrors the financial reality of many SpaceX employees, James shows how it's possible to be worth millions on paper and still feel financially constrained. When the majority of wealth is tied up in illiquid company stock, day-to-day flexibility, retirement timing, and peace of mind can all feel out of reach, even with enormous upside ahead. The focus isn't on predicting SpaceX's future valuation. It's on using equity intentionally. James walks through how taking enough chips off the table (not all of them) can lock in early retirement, reduce risk, and create optionality, while still allowing participation in future upside. He covers diversification, tax planning, liquidity decisions, charitable strategies, and why “retiring early” is less about stopping work and more about becoming financially independent. For SpaceX employees approaching liquidity events, vesting milestones, or long-term career decisions, this is a framework for turning concentrated stock into a life with more control — instead of deferring freedom while waiting for a perfect outcome.If you work at SpaceX and want your stock to support the life you actually want to live, this perspective changes how every decision gets made.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

    The AI Breakdown: Daily Artificial Intelligence News and Discussions
    OpenAI IPO? Grok-SpaceX Merger? The AI IPO Race Heats Up

    The AI Breakdown: Daily Artificial Intelligence News and Discussions

    Play Episode Listen Later Feb 1, 2026 29:19


    A wave of late-January moves sharpens the picture of the AI race: OpenAI quietly accelerates IPO plans under competitive pressure, Amazon weighs a massive OpenAI investment, Apple places a $2B hardware-first AI bet, and Elon Musk explores consolidating xAI with SpaceX and Tesla. Together, the stories point to a market now driven as much by capital strategy and control as by model capability. In the headlines: Google opens Genie 3 world models, OpenAI's Sora app shows heavy churn, Perplexity signs a major Microsoft cloud deal, and Anthropic clashes with the Pentagon over military AI limits. 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/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rackspace AI Launchpad - Build, test and scale intelligent workloads faster - ⁠⁠http://rackspace.com/ailaunchpad⁠⁠Zencoder - From vibe coding to AI-first engineering - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://zencoder.ai/zenflow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Optimizely Opal - The agent orchestration platform build for marketers - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.optimizely.com/theaidailybrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Section - Build an AI workforce at scale - ⁠⁠⁠⁠⁠⁠⁠⁠https://www.sectionai.com/⁠⁠⁠⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/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

    Techmeme Ride Home
    Elon Might Just Merge All His Companies Into One

    Techmeme Ride Home

    Play Episode Listen Later Jan 30, 2026 21:09


    Apple does a big acquisition. OpenAI is racing to IPO. Elon might just merge all his companies into one. Google's Project Genie is the latest thing that will make you say, gee, AI can do that?! And, of course, the Weekend Longreads Suggestions. Apple buys Israeli start-up Q.AI for close to $2bn in race to build AI devices (FT) OpenAI Plans Fourth-Quarter IPO in Race to Beat Anthropic to Market (WSJ) SpaceX in merger talks with other Musk companies ahead of IPO (Reuters) Elon Musk's SpaceX Said to Consider Merger With Tesla or xAI (Bloomberg) Google's AI helped me make bad Nintendo knockoffs (The Verge) Moltbot Gets Another New Name, OpenClaw, And Triggers Security Fears And Scams (Forbes) Weekend Longread: To avoid accusations of AI cheating, college students are turning to AI (NBCNews) Learn more about your ad choices. Visit megaphone.fm/adchoices

    FT News Briefing
    Blackstone lines up huge IPO pipeline

    FT News Briefing

    Play Episode Listen Later Jan 30, 2026 11:29


    Apple reported a blockbuster rise in revenue last quarter, and Blackstone is preparing to take a series of long-held investments public. Plus, Canada's oil industry is thriving as it pushes into Asian markets. Plus, some US oil majors are reporting earnings, which could give us a window into whether they're preparing to invest in Venezuela.Mentioned in this podcast:Apple hails ‘remarkable' $144bn quarter with best-ever iPhone salesBlackstone lines up ‘one of largest IPO pipelines in history'Canada's oil industry thrives as sales to China soarNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann, Michael Lello and David da Silva. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    canada ai apple asian venezuela acast lines ipo pipeline global head blackstone victoria craig cheryl brumley metaphor music fiona symon
    WSJ Minute Briefing
    Kevin Warsh Expected as Trump's Pick to Lead the Fed

    WSJ Minute Briefing

    Play Episode Listen Later Jan 30, 2026 2:48


    Plus: OpenAI plans a fourth-quarter IPO in the race to beat Anthropic to market. And investor concerns over future component costs overshadow Apple's blowout iPhone sales. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Empire
    The Bull Case For DePIN, RWAs on Hyperliquid & The Onchain Endgame | Weekly Roundup

    Empire

    Play Episode Listen Later Jan 30, 2026 78:22


    This week, we break down the evolving DePIN thesis, from real revenue traction to infra financing, regulation, and why some networks are finally compounding at scale. We also discuss the boom in Hyperliquid RWAs, bringing money & companies onchain, 2026 IPOs, and more. Enjoy! -- Follow Salvador: https://x.com/DAnconia_Crypto  Follow Jason: https://x.com/JasonYanowitz  Follow Rob: https://x.com/HadickM  Follow Santi: https://x.com/santiagoroel  Follow Empire:https://x.com/theempirepod     -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here:  https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire   -- Timestamps: (00:00) Intro (00:44) Escape Velocity $61.74M Raise (05:500 The Case For DePIN (12:34) InfraFi And Bringing Money Onchain (22:07) Bear Case For DePIN And Top DePINs (30:57) Ads (Coinbase) (31:42) Metals And Hyperliquid RWAs (43:31) Crypto Integration Into FinTech (55:18) The State Of Compliance (58:49) 2026 IPOs (01:04:38) The Carvana Of Crypto (01:09:220 Content Of The Week (01:15:29) Claude Cowork -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, Rob and our guests may hold positions in the companies, funds, or projects discussed.

    Rich Habits Podcast
    More Market Predictions, Tesla Kills Their Model X & S Vehicles & Amazon's AI-Induced Layoffs

    Rich Habits Podcast

    Play Episode Listen Later Jan 30, 2026 36:01


    In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz sit down with Katie Stockton, CMT, to share more market predictions. Katie is a master of her craft, and we're incredibly grateful she joined us! Please consider learning more about her company, Fairlead Strategies, by clicking here and her ETF (TACK) by clicking here!You can also follow Katie on X!---

    HyperChange
    SpaceX merging with xAI?!?

    HyperChange

    Play Episode Listen Later Jan 30, 2026 6:53


    The rumor mill is going crazy! Apparently SpaceX is in talks to merge with XAI ahead of its rumored IPO later this year. This is HUGE news, and now Bloomberg is even reporting Tesla may be involved in the merger as well. Elon Musk has outlined ambitous plans for all of his companies, between investments in Optimus, Cybercab, orbital datacenters, Starlink, XAI compute and more. This could be he needs $1T or more in CAPEX spend, and the easiest way to raise that money would be a combined company. What are your thoughts? Is this going through??Here's my video with Tesla Larry Goldberg about his vision for a Tesla stock swap to buy SpaceX and XAI that appears to be coming true:    • How Tesla Acquires SpaceX, xAI, Neuralink ...  My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This is not financial advice and I'm long SpaceX & XAI through positions in SPVs.

    Digital Currents
    Crypto's Sell Off, Anthropic's Material Raise, and the Hyperscaler AI Arms Race

    Digital Currents

    Play Episode Listen Later Jan 30, 2026 53:26


    In this episode, we break down the latest volatility across digital asset markets, unpacking the potential drivers behind Bitcoin's recent sell-off and what it may signal for market structure and risk appetite. We also review the evolving landscape for crypto related IPOs, Anthropic's recent capital raise, and Gartner's warning on rising AI platform fragmentation driven by national sovereignty, regulation, and geopolitics. Further, we unpack the hyperscalers' battle for first party silicon, infrastructure, and software integration.  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

    The Financial Exchange Show
    Trump picks Kevin Warsh as Fed Chair. Is he the right pick?

    The Financial Exchange Show

    Play Episode Listen Later Jan 30, 2026 38:32 Transcription Available


    Chuck Zodda and Mike Armstrong discuss Trump picking Kevin Warsh as Fed Chair. What do we know about Warsh's past with the Fed? Is he the right pick? Senator Tillis will oppose Trump Fed Chair pick Warsh until Powell probe resolved. Why does this matter? Apple posts blowout iPhone sales, but investors focus on higher costs. OpenAI plans fourth-quarter IPO in race to beat Anthropic to market.

    This Week in Pre-IPO Stocks
    E245: SpaceX Jun '26 IPO; OpenAI Q4'26 IPO; Decagon $4.5B Val; Synthesia $4B Val; + more

    This Week in Pre-IPO Stocks

    Play Episode Listen Later Jan 30, 2026 20:27


    Send us a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - Decagon's $250M Round Triples Valuation to $4.5B01:17 - xAI Gets $2B From Tesla After $20B Series E02:06 - Synthesia Raises $200M at $4B as ARR Targets Hit $200M03:25 - SpaceX Eyes June 2026 IPO With $50B Raise at $1.5T03:52 - SpaceX Starship V3 Heads for Mid-March04:27 - SpaceX Starlink Lands Gulf Air Deal as Fleet Rollout Begins Mid-Year05:19 - Richard Socher's Recursive Talks $4B Valuation and Big Compute Spend06:12 - Ricursive Hits $4B Valuation Two Months After Launch With $300M Series A07:04 - Automation Anywhere in Talks to Buy C3.AI and Go Public by Merger08:02 - Harvey Buys Hexus as $8B Secondary Valuation Holds Flat08:54 - Anduril Plans 5,500-Job Long Beach Buildout as Valuation Jumps 157%09:49 - Anthropic Brings Slack and Figma Into Claude as Valuation Tops $370B10:54 - Anthropic Wins GOV.UK Pilot to Build AI Assistant for Job Seekers11:48 - Anthropic Forecasts $18B Sales This Year, $55B Next, But Pushes Profit to 202813:02 - Moonshot's Kimi K2.5 Upgrades to Omni as Valuation Target Moves Toward $5B13:53 - OpenAI Preps for Q4 2026 IPO14:32 - OpenAI's $100B Raise Takes Shape With Amazon at $50B and SoftBank at $30B15:17 - OpenAI Launches Prism on GPT-5.2 as Science Usage Hits 8.4M Messages a Week16:28 - Tether Launches USAT With Anchorage as US Stablecoin Rules Tighten17:47 - Redwood Upsizes Series E to $425M as Google Joins and Valuation Clears $6B18:56 - US DOE Cuts Nuclear Rulebook by a Third as Startups Raise $1B+19:51 - Perplexity Signs $750M Microsoft Cloud Deal While Keeping AWS Preferred

    Closing Bell
    Manifest Space: York Space Systems CEO & Founder Dirk Wallinger on IPO Day 1/29/26

    Closing Bell

    Play Episode Listen Later Jan 29, 2026 9:41


    York Space Systems CEO & Founder Dirk Wallinger joins Morgan Brennan to discuss his company's IPO, its work with the Defense Department, and the impact of a potential SpaceX IPO on the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    FP&A Tomorrow
    The Role Of FP&A In Being IPO Ready With Jeffrey Bernstein

    FP&A Tomorrow

    Play Episode Listen Later Jan 29, 2026 56:14


    In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders.Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits.Expect to Learn:Why finance professionals play a crucial role in the IPO processHow to prepare a company financially for a successful public listingThe importance of building financial trust with public investorsHow to evaluate the readiness of your financial systems and team for the IPO processHere are a few relevant quotes from the episode:“The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein“Financial integrity isn't just about the numbers; it's about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff BernsteinJeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company through financial reporting, forecasting, and strategic decision-making post-IPO.Follow Jeffrey:LinkedIn - https://www.linkedin.com/in/jeff-bernstein-498a23158/Company - https://www.linkedin.com/company/riveron/Website - https://riveron.com/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[01:42] – Meet Jeff Bernstein[04:58] – Transitioning to Public Company[08:36] – The Role of FP&A in IPO[12:44] – Investor Trust and Forecasting[17:10] – Financial Integrity[21:58] – Preparing for the IPO Process[26:35] – Stress-Testing Forecasts[30:42] – Earning Investor Trust[34:18] – Organizational...

    Manifest Space with Morgan Brennan
    York Space Systems CEO & Founder Dirk Wallinger on IPO Day 1/29/26

    Manifest Space with Morgan Brennan

    Play Episode Listen Later Jan 29, 2026 9:41


    York Space Systems CEO & Founder Dirk Wallinger joins Morgan Brennan to discuss his company's IPO, its work with the Defense Department, and the impact of a potential SpaceX IPO on the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    TD Ameritrade Network
    Ethos Technologies (LIFE) CFO on Disrupting Life Insurance With AI

    TD Ameritrade Network

    Play Episode Listen Later Jan 29, 2026 7:50


    Chris Capozzi, CFO of Ethos Technologies (LIFE), discusses their IPO and the life insurance business. With Ethos, you can buy life insurance “in ten minutes,” with no medical exam, with the ease of “buying a plane ticket.” They have one of the largest “buy boxes” in the industry, and he explains how this lets Ethos cover a wide variety of applicants and policies. Chris explains how AI is helping them transform the industry. ======== 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

    TD Ameritrade Network
    Analyzing SNDK Stunning Rally & Technicals Supporting Bulls

    TD Ameritrade Network

    Play Episode Listen Later Jan 29, 2026 5:02


    SanDisk (SNDK) has rallied 1,500% from its IPO nearly one year ago. Peers like Micron (MU), Western Digital (WDC), and Seagate (STX) also surged in recent months. Rick Ducat showcases key levels behind the stunning rally backing the (mostly) bullish trends to keep in mind after Thursday's earnings. Options activity showed an uptick heading into the report. ======== 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

    The Information's 411
    Nvidia, Amazon & Microsoft Eye $60B Investment in OpenAI, Tesla vs Waymo Robotaxi Race | Jan 29, 2026

    The Information's 411

    Play Episode Listen Later Jan 29, 2026 36:31


    The Information's Sri Muppidi breaks down exclusive reporting on Nvidia, Amazon, and Microsoft's multi-billion dollar talks to join OpenAI's $100 billion funding round. We then speak with Theory Ventures' Tomasz Tunguz about Meta's bullish earnings and Microsoft's data center capacity crunch, followed by Ross Gerber on Tesla's decision to kill the Model S and Model X. Finally, Armis CEO Yevgeny Dibrov discusses why his company sold to ServiceNow for $7.75 billion instead of pursuing an IPO.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-microsoft-amazon-talks-invest-60-billion-openaihttps://www.theinformation.com/briefings/servicenow-shares-dip-7-sales-forecast-ceo-clarifies-m-strategySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

    Redefining AI - Artificial Intelligence with Squirro
    Spotlight Fourteen Video Preview: The Great AI Reshuffle - Who Wins When Systems Change with Sangeet Paul Choudary

    Redefining AI - Artificial Intelligence with Squirro

    Play Episode Listen Later Jan 29, 2026 3:31


    Spotlight Fourteen History does not repeat it rhymes. Spotlight fourteen is taken from the upcoming Redefining Episode on The Great AI Shuffle with Sangeet Paul Choudary. Sangeet Paul Choudary, author of Reshuffle, breaks down how AI is fundamentally transforming workflows, organizational structures, and business strategy. Moving beyond the idea of AI as just an intelligence tool, he explains why AI's real power lies in restructuring systems and unlocking entirely new sources of value.In this upcoming episode, Choudary explores what it means to build AI-native companies, why incumbents must rethink their identities, and how examples like Figma versus Adobe illustrate the coming shift. He also predicts a market correction and narrative reset around AI over the next 3–4 years, offering guidance for leaders on capital allocation, AI investments, and long-term strategy.The conversation dives into AI's role in regulated industries, its impact on sales and go-to-market strategies, and what executives must do now to stay competitive in an AI-driven economy.Topics include:AI-native companies, future of work, workflows, organizational design, enterprise AI, strategy, regulation, sales transformation, and innovation leadership.Who is Sangeet Paul ChoudarySangeet Choudary is the best-selling co-author of Platform Revolution and the author of the new book Reshuffle that was awarded the 2025 Thinkers50 Strategy Award for The most impactful idea in the field of strategy. He has advised CEOs at more than 40 Fortune 500 companies as well as pre-IPO tech firms. He is currently a Senior Fellow at the University of California, Berkeley, and has presented at leading global forums, including the G20 Summit, the World50 Summit, and the World Economic Forum.

    Techmeme Ride Home
    The Amazon Layoffs

    Techmeme Ride Home

    Play Episode Listen Later Jan 28, 2026 20:56


    The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants to IPO on his birthday. Anthropic raises more ahead of its IPO. And AI is finding weird stuff in Space. Amazon says it is laying off 16,000 employees (TechCrunch) Tether Is Shaking Up the Gold Market With Massive Metal Hoard (Bloomberg) Samsung confirms Galaxy S26's insane 'pixel level' privacy feature (SamMobile) SpaceX weighs June IPO timed to planetary alignment and Elon Musk's birthday (FT) Anthropic doubles VC fundraising to $20bn on surging investor demand (FT) Anthropic Hikes 2026 Revenue Forecast 20% but Delays When It Will Go Cash Flow Positive (The Information) Astronomers used AI to find 1,400 ‘anomalous objects' from Hubble archives (The Verge) RideHomeFund News: CrowdStrike buys identity security startup SGNL for $740 million in latest deal push Learn more about your ad choices. Visit megaphone.fm/adchoices

    Welcome to the Arena
    Tara Comonte, President and CEO, Weight Watchers – The Future of Weight Loss: Embracing medical innovation while maintaining personal connection

    Welcome to the Arena

    Play Episode Listen Later Jan 28, 2026 27:26


    Weight Watchers became one of the most trusted brands in weight-loss by emphasizing the importance of human connection. Now, medications like GLP-1's have completely changed the weight loss landscape, and Weight Watchers has adapted their platform and product offerings to meet the moment. Tara Comonte became the President and CEO of Weight Watchers in February of 2025 after serving as a director since June of 2023. Tara has over two decades of executive leadership experience across corporate and digital strategy, technology, operations, and finance. That includes serving as CEO of Tomorrow Life Sciences, CFO of Shake Shack, Chief Financial and Business Affairs Officer at Getty Images, and CFO of McCann World Group, the world's largest marketing communications business. Today, Tara takes us through a whirlwind year for Weight Watchers, and discusses her plans for reinvigorating the brand through innovation, while maintaining their emphasis on personal connections.Highlights:History of Weight Watchers (2:15)Brand Positioning (6:50)Pharmaceutical Company Collaborations (10:03)Rebranding Weight Watchers (11:38)Product Innovations (13:25)Brand Partnerships (15:39)Marketing Strategy (17:50)Weight Watchers' B2B Strategy (20:48)Using AI and Maintaining Human Connection (22:34)Outlook for 2026 (24:35)Links:Tara Comonte LinkedInWeight Watchers LinkedInWeight Watchers WebsiteICR LinkedInICR TwitterICR WebsiteFeedback: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.

    The Tech Trek
    How Great Investors Spot Real Moats in AI

    The Tech Trek

    Play Episode Listen Later Jan 28, 2026 30:53


    Sandesh Patnam, Managing Partner at Premji Invest, breaks down how long duration capital changes the way you evaluate companies, founders, and moats. We talk about what most growth investors miss, why product strength still matters, and how to separate real AI businesses from thin wrappers in a noisy market.Premji Invest is a captive, evergreen fund built to grow an endowment that supports major education work, which gives the team flexibility on time horizon and partnership style. Sandesh shares how that shows up in diligence, how they think about backing contrarian founders, and why the best companies in this AI era may still be ahead of us.Key TakeawaysFocus on the long arc, not quarter by quarter optics, founders make better decisions when they are not trapped in short term metricsIn growth investing, TAM models and KPI spreadsheets can distract from the core question, does the product have real strength and an expanding roadmapEnduring outcomes often come from backing a contrarian view early, then helping it move from contrarian to consensus over timeEvergreen capital changes behavior, you can slow down, build relationships, and partner across private and public markets instead of treating IPO as the finish lineIn AI, separate the stack into data center, foundation models, and applications, then look for defensibility like vertical depth, data moats, and compounding usage valueTimestamped highlights00:38 Premji Invest explained, evergreen structure, one LP, and why public markets can be part of the journey, not the exit04:47 Two common growth investor lenses and what gets missed when product and roadmap do not lead the thesis08:48 Partnership mindset, building trust, and being the first call when things get hard12:48 The contrarian to consensus path, what creates alpha, and how to support founders through the lonely middle19:54 Why rushing decisions is a trap, and how flexibility changes when and how you can partner with a company20:55 AI investing framework, three layers, what looks frothy, what can endure, and where moats still exist26:48 The cost of intelligence is collapsing, why this may still be the early internet moment, and what that implies for the next waveA line that stuck with me“We want to be the first port of call when the seas are turbulent.”Practical moves you can stealPressure test the roadmap, ask when product two ships, what adjacency comes next, and what tradeoffs change at scaleWhen evaluating AI apps, demand a defensibility story beyond the model, look for proprietary data, vertical workflow depth, and value that improves with usageTreat speed as a risk factor, if you cannot complete your churn cycle of doubt and validation, step back rather than force certaintyCall to ActionIf you liked this one, follow the show and share it with a founder, operator, or investor who is building in AI right now. For more conversations at the intersection of tech, business, and execution, subscribe and connect with me on LinkedIn.

    TD Ameritrade Network
    Virtuix (VTIX) CEO on IPO, Using VR & AI to Create Walkable, ‘Photorealistic' Worlds

    TD Ameritrade Network

    Play Episode Listen Later Jan 28, 2026 6:04


    Jan Goetgeluk, founder and CEO of Virtuix (VTIX), discusses the company's IPO and its “omnidirectional” treadmills and VR products. He explains why it was time to IPO, including giving it access to public capital to help scale their products. Virtuix's system enables physical movement in AI-generated environments, allowing users to walk through video games. Their segments include video gaming along with military and enterprise applications. “Photorealistic” worlds are one of their “breakthrough developments” using AI. ======== 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

    Category Visionaries
    Vanessa Larco on Building, Investing, and What Makes Great Founders [VC Edition]

    Category Visionaries

    Play Episode Listen Later Jan 28, 2026 27:46


    After building products at Microsoft (Xbox, Surface), a gaming startup acquired by Disney, Twilio, and Box, Vanessa Larco joined NEA where she led seed investments in Greenlight (debit card for kids), Majuri (C2C jewelry), and Limitless (acquired by Meta). She served on Robinhood's board for five and a half years through IPO and the GameStop crisis. In this conversation, Vanessa breaks down the specific traits that separate top 1% founders from the rest, why venture capital is experiencing structural chaos from simultaneous mega-fund expansion and generational transition, and why technical founders who deeply understand consumer behavior change represent the next wave of breakout companies. Topics Discussed: How customer-focused decision-making at Robinhood during GameStop contradicted public perception The specific paradox great founders must balance: maniacal focus versus recruiting ability Why venture is simultaneously dealing with fund size chaos and generational leadership transition The decision framework for staying in venture versus returning to operating Why consumer is radically underinvested despite users' demonstrated willingness to pay for "magical" experiences How AI tools create internet-scale behavior change by synthesizing information rather than just accessing it The authentic voice problem in VC personal branding and platform-specific challenges GTM Lessons For B2B Founders: Great founders possess maniacal focus on the right problems, not all problems: Vanessa describes exceptional founders as having an "insatiability" where "they pick the thing and they can focus on the thing and not get distracted by anything else and be maniacal about it." This isn't generic persistence—it's the ability to identify which specific problem deserves obsessive attention while ignoring everything else. Employees often push back ("we have these other fires"), but top founders maintain "one track" focus. The implementation challenge: most founders spread maniacal energy across too many initiatives. The best founders are "obsessive compulsive about how they build" on 1-2 things maximum, then deliberately de-prioritize everything else, even when it feels irresponsible. Incentive structure misalignment creates unwinnable scenarios: During GameStop, Robinhood faced retail traders whose incentives were fundamentally incompatible with traditional market participants. As Vanessa notes, "if your team and your company is bound by a certain set of incentives and you're up against someone with a very different set of incentives, that never really ends well." The Wall Street Bets mantra—"we can stay irrational longer than they can stay solvent"—explicitly weaponized this mismatch. For founders: map not just competitor strategies but their underlying incentive structures. Are they optimizing for growth, profitability, strategic acquirer appeal, or something else? When your incentives conflict with a market participant's (customer, partner, regulator, competitor), you cannot win through superior execution alone—you need structural repositioning. Technical founders who ship faster capture AI-era market position: Vanessa specifically seeks "technical founders with an eye for consumer behavior change" because "speed is really important in this era." This isn't about being first to market—it's about iteration velocity. When foundational models improve every few months and user expectations evolve weekly, the team that can "deliver on it faster than anyone else" compounds advantages. Non-technical founders add product/sales/fundraising cycles between insight and deployment. Technical founders collapse these cycles, testing behavioral hypotheses in days rather than quarters. In markets where "what's possible" changes monthly, this velocity differential determines who owns category definition. Behavior change wedges beat feature superiority: Vanessa looks for founders who understand "how this new technology is changing how people behave and changing what people expect of their tools" and can identify "what need can I fulfill better because I can build this thing that couldn't be built before." The critical insight: users don't adopt based on capability—they adopt when technology enables a behavior they already want but couldn't execute. She emphasizes products that are "radically faster, radically cheaper, radically easier" (not 10% better) and founders who understand "how they'll wedge into behaviors." Implementation framework: don't ask "what can this technology do?" Ask "what behavior is currently blocked by cost/speed/complexity that this technology removes the blocker for?" Category creation happens post-problem-solving, not pre-launch: Discussing Robinhood's positioning, Vanessa reveals how the team "stayed focused" on enabling "people to continue participating in the markets" rather than defending an abstract category. The company focused on structural problems (settlement times, capital requirements) rather than category messaging. For founders: solve the acute problem your customer articulates, even if it seems tactically narrow. Category definition emerges after you've solved related problems for enough customers that the pattern becomes obvious. Premature category creation forces you to defend an abstract positioning rather than deepen specific problem-solving. Personal brand building only works at the intersection of authenticity and utility: Vanessa admits "I can't find my authentic voice on Twitter to save my life" and her successful posts are "when I'm on an airplane and it's delayed by like over an hour and I'm angry." Meanwhile, "video and audio, way more my comfort zone" but requires "discipline that I don't think I yet possess." The lesson for founders: audience building helps ("people then know what you are, what you stand for... it helps establish trust faster, it helps people find you") but forced authenticity backfires. Better to own one channel where your natural communication style works than maintain mediocre presence across all platforms. LinkedIn for thoughtful analysis, Twitter for real-time reaction, podcasts for deep conversation—pick the format that doesn't require you to perform. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

    Fitt Insider
    Life Time's Lock-in, P&G's acquisition, Once Upon a Farm's IPO

    Fitt Insider

    Play Episode Listen Later Jan 27, 2026 3:06


    January 27, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: P&G acquires Wonderbelly, the digestive wellness brand with distribution at CVS and Target, moving to reposition digestive health as wellness  Once Upon a Farm kicks off IPO roadshow targeting $200M+ raise at $760M valuation, testing whether premium mission-driven food brands can sustain consumer trust and growth Life Time reports preliminary Q4 & FY25 earnings, with revenue up 14% as revenue per member jumps double digits, planning to open 12-14 large-format clubs in 2026 New racket sport Typti launches with backing from 80+ athletes including Drew Brees, targeting tennis players on pickleball courts as participation sports spawn new ecosystems More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co  

    Smart Humans with Slava Rubin
    Smart Humans: Augment co-founder and CEO Noel Moldvai on the vision behind Augment, predictions for 2026, and practical advice for investing in pre-IPO companies

    Smart Humans with Slava Rubin

    Play Episode Listen Later Jan 27, 2026 44:28


    Noel Moldvai is co‑Founder and CEO at Augment, a pre‑IPO investing platform making private markets liquid, transparent, and accessible. Under Noel's leadership, Augment scaled from launch to an 8-figure run rate in 18 months profitably, raised $17M, and surpassed $750M+ in AUM. Prior to Augment, Noel was an engineer at Google and an engineering leader at Rubrik, where he helped bring Rubrik's on‑prem technology to the cloud and experienced the challenge of employee liquidity firsthand. Noel has a degree in Electrical Engineering and Computer Science from UC Berkeley, grew up in Eastern Europe and the Bay Area, and is now settled in Austin.

    The Retail Pilot
    Breaking the Salon Ceiling: How Madison Reed Redefined Hair Color with Amy Errett

    The Retail Pilot

    Play Episode Listen Later Jan 27, 2026 51:02


    Amy Errett didn't just enter the hair‑color category — she rewired it. In a space dominated by legacy brands, fragmented salons, and decades of “the way it's always been done,” she built Madison Reed into a high‑growth, tech‑powered beauty company with hundreds of millions in revenue and a fiercely loyal customer base.In this conversation, Amy shares how she trusted her operator instincts, spotted a massive overlooked category, and built a business with SaaS‑like retention in a consumer wrapper. She breaks down the early decisions that shaped Madison Reed's trajectory, the pivotal moment Ulta came calling, and how the pandemic revealed the company's grit, resilience, and product superiority.We also explore how AI became a foundational advantage from color‑matching and personalization to labor modeling and customer experience and why staying obsessively focused on one thing has become Madison Reed's moat.If you're interested in category disruption, operational excellence, or building a brand that scales with intention, this episode is a masterclass in modern leadership.Show Notes• Amy's shift from investor to operator and the “itch” she couldn't ignore• Why hair color is a massive, misunderstood category hiding in plain sight• The early DTC years and the product‑quality proof points that changed everything• How Ulta became a breakthrough moment — and why Amy almost said no• The pandemic surge: demand, resilience, and the unexpected acceleration• Scaling from six stores to nearly 100 and building a membership‑driven model• The role of AI in formulation, staffing, personalization, and customer care• Why Madison Reed stays laser‑focused on hair color instead of expanding broadly• The economics behind the business — recurring revenue, retention, and margins• Amy's perspective on IPO potential and why predictable revenue matters• International expansion, retail partnerships, and what's next for the brandIf you're building, scaling, or reinventing a category, this episode is packed with insights you won't want to miss. Listen now and subscribe to The Retail Pilot for more conversations with leaders shaping the future of retail.Hosted on Ausha. See ausha.co/privacy-policy for more information.

    0xResearch
    BITGO IPO, HIP-3, KNTQ | Livestream

    0xResearch

    Play Episode Listen Later Jan 27, 2026 62:01


    In this episode we discuss trading activity on Hyperliquid's HIP-3 markets, and the growth of onchain equities. We also analyze BitGo's IPO, business model, and financial risks, and Kinetiq's evolution beyond liquid staking. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Shaundadevens: https://x.com/shaundadevens Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (7:28) HIP-3 Markets (21:30) BitGo IPO (47:25) Kinetiq Victory Lap (52:55) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

    Tech Path Podcast
    Could Bernie Join Stablecoin Yield Fight?

    Tech Path Podcast

    Play Episode Listen Later Jan 27, 2026 32:41 Transcription Available


    As lawmakers work to unify crypto and traditional finance under one rulebook, U.S. banks are pressing Congress to ban yields on payment stablecoins.~This episode is sponsored by Uphold~Uphold Get $20 in Bitcoin - Signup & Verify and trade at least $100 of any crypto within your first 30 days ➜ https://bit.ly/pbnupholdGuest: Cody Carbone, CEO of The Digital ChamberWebsite ➜ https://digitalchamber.org/00:00 Intro00:10 Sponsor Uphold00:30 Gaslighting Coinbase recap02:00 CLARITY update03:30 Patrick putting the blame on Banks?06:40 Patrick Witt: World's Worst Negotiator For Crypto?10:00 White House position on stablecoin yields?13:00 Global fumble?14:00 Do the Dems vote for it?15:30 Who is heading the effort?16:30 Did Visa/Mastercard just score another win?18:00 Bernie was brainwashed19:30 Has anyone tried to reach out to Bernie on this issue?22:00 Yields issue up for a separate vote?22:40 Will banks try to ban vaults next?24:30 Bitwise Vaults27:00 Crypto IPO flops are going to devastate bigger IPO season28:00 BitGo and AVAX ETF flops31:00 Outro#Crypto #Bitcoin #Ethereum~Could Bernie Join Stablecoin Yield Fight?

    TD Ameritrade Network
    Trinity Capital (TRIN) on Record 2025, Financing Pre-IPO Companies

    TD Ameritrade Network

    Play Episode Listen Later Jan 27, 2026 11:31


    Kyle Brown, CEO of Trinity Capital (TRIN), discusses the stock making new highs and what drove success in 2025. “It was a record year,” he says, noting that they specialize in financing pre-IPO companies, and he continues to expect strength in that pipeline. AI capex spend has also created opportunities in manufacturing, where they do a lot of business. Kyle likes companies with a “moat around their technology” and are disrupting something “old and archaic.” Some of these companies “could become the next Google,” he notes, though “some will not.” ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

    The Future of Insurance
    The Future of Insurance – Jeff Radke, Co-Founder & CEO, Accelerant (Post-IPO)

    The Future of Insurance

    Play Episode Listen Later Jan 27, 2026 37:56


    Episode InfoJeff Radke is CEO and Co-Founder of Accelerant, a technology-fueled insurance platform that empowers MGUs to more effectively and confidently serve small and medium enterprises. He has spent his career working across all areas of the insurance value chain, from underwriting to reinsurance in global markets. Prior to Accelerant, Jeff spent a decade at Argo Group International Holdings, but he became frustrated with thelegacy system's antiquated technology and emphasis on maintaining their position in the value chain over doing right by the customer. This inspired him to co-found Accelerant to enable data-driven innovation and collaboration that puts customers first. Accelerant rebuilds the way that underwriters share and exchange risk to improve outcomes for everyone, with a focus on the SMBs that power our global economy and their niche insurance needs. Jeff was previously a guest on the show, and you can catch that episode here. Episode Overview: Accelerant's IPO Journey: Successful Public Offering: Accelerant completed its Initial Public Offering (IPO) in July 2025. Timing Was Right: Radke believes the IPO occurred at the opportune moment, as the business model had become clearly defined and demonstrable to investors. He suggests it couldn't have happened much sooner. Market Conditions: The market timing for the IPO was favorable. Long-Term Vision: The IPO supports a long-term strategy, with the company prioritizing a 5-10-15 year horizon rather than short-term quarterly results. This contrasts with some other tech IPOs that focus on immediate performance. Investor Communication: Transparency with investors about expectations is crucial, and the company runs the business for the benefit of its customers and platform participants. Learning Experience: The post-IPO period, including initial market reactions and earnings announcements, served as a valuable, albeit challenging, reminder to focus on running the business exceptionally well and managing investor expectations. Accelerant's Mission & Problem Solved: Addresses a gap in the market for specialized underwriting talent moving to MGAs without adequate support. Recognizes the shift of risk retention to larger insurance companies, leaving a need for capacity. The Accelerant Platform: Aims to be the "rails" for specialty insurance. Focuses on: Smooth, transparent data flow. Efficiently connecting MGAs to risk capital. Leveraging technology and AI for data analytics and portfolio management. Growth & Key Initiatives: Serves 265 MGA members and partners with 17 insurance companies and 90+ capital providers. Mission: An Accelerant-owned entity providing a safety net and support for underwriters transitioning to MGAs. Risk Exchange: Facilitates capital matching for underwriters, with a focus on long-term network effects and data growth. The Evolving MGA Landscape: MGAs are growing significantly faster than the broader industry. Technology is enabling specialization and a "handoff" model across the value chain. This disaggregation is a natural progression, mirroring trends in other industries. Specialized coverage is increasingly in demand due to the complexity of modern businesses. Addressing Industry Inefficiencies: Identifies high expenses in areas like claims, underwriting, and actuarial functions as a key challenge. Advocates for mutualizing these expenses through centralized, technology-driven platforms like the Risk Exchange. Contrasts this with the traditional model where many companies perform the same functions sub-optimally. Differentiating Accelerant: Focuses on long-term viability and underwriting expertise, not just hype. Prioritizes serving members and capital partners with a service-minded approach. Offers a more efficient and effective alternative to traditional and some other insurtech models. This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

    Netcetera by Myosin.xyz
    Chain Reactions Ep.48 Ben from Rootstock

    Netcetera by Myosin.xyz

    Play Episode Listen Later Jan 27, 2026 62:34


    In Episode 48 of Chain Reactions, we sit down with Ben Sanders, Chief Growth Officer at [Rootstock Labs](https://rootstock.io/), to unpack what it takes to grow the oldest Bitcoin sidechain in an industry obsessed with short-term wins.Ben came into crypto with zero degen credentials. His background spans management consulting at Bain, go-to-market at WorldPay ahead of their IPO, and executive roles at fintech startups like Chipper Cash. He joined Rootstock for an interim role and ended up staying to lead growth for a chain that's been quietly building Bitcoin programmability for nearly a decade.**We cover:**- How Ben learned Bitcoin, crypto, and Rootstock all at once (with no prior Web3 experience)- The origin of Rootstock: Argentinian Bitcoiners building EVM compatibility on Bitcoin before it was cool- Why Rootstock is the "next best thing to Bitcoin" with 90% of Bitcoin's hash rate- The 3 A's framework for growth: Awareness, Attractiveness, Accessibility- Market entry strategies for Korea (retail, CEX listings) vs Japan (institutional, relationship-driven)- Rootstock Institutional and the $260B opportunity in dormant Bitcoin- Why long-term brand building is the most underrated tactic in Web3We also get into TradFi-DeFi convergence, why airdrops are overrated, and what it means to "run your own race" when every project around you is chasing flavor-of-the-month narratives.---**Timestamps**00:00 – Intro and getting started02:00 – Ben's path: Bain, WorldPay, fintech startups, zero crypto background05:30 – Learning Bitcoin, crypto, and Rootstock all at once07:30 – The shift back to utility and self-sovereignty of money09:30 – What is Rootstock: Argentinian Bitcoiners and programmable Bitcoin11:30 – Rootstock vs Rootstock Labs vs RIF token explained14:00 – First priority as CGO: interoperability and on-ramps17:00 – Why Rootstock over other Bitcoin L2s (safety, security, hash rate)20:00 – Bitcoin holders vs retail degens: different audiences, different approaches24:00 – The 3 A's framework: Awareness, Attractiveness, Accessibility26:00 – Market entry into Korea and Japan with Myosin28:30 – Korea Blockchain Week and the Korbit listing31:00 – 2026 focus: consolidation over expansion32:30 – Rootstock Institutional and unlocking $260B in dormant Bitcoin40:00 – TradFi and DeFi convergence: the industry is finally catching up44:00 – Where Rootstock fits as the space matures47:00 – Alpha for Bitcoin holders: what's coming in the next 6-9 months51:00 – Rapid fire: most underrated marketing tactic (long-term brand building)53:30 – Rapid fire: most overrated tactic (airdrops, renting TVL)55:30 – Projects doing it right: Morpho, Midas, Wheeler57:30 – Biggest learning: stay focused, run your own race---**Show Notes & Mentions**-

    Venture Capital
    AI, Democracy, and the Future of Government (Ancestry Founder Paul Allen)

    Venture Capital

    Play Episode Listen Later Jan 27, 2026 46:11


    In this episode of The Venture Capital Podcast (VC.fm), we sit down with Paul Allen, founder of Ancestry.com, to explore how public-domain data, viral growth, and platform risk shaped one of the most iconic internet businesses—and how AI is about to transform government, media, and civic life.Paul breaks down the original insight behind Ancestry's billion-dollar IPO, why genealogy was always a massive market hiding in plain sight, and the hard lessons he learned building on top of platforms like Facebook. We then go deep into his latest ventures, including CitizenPortal.ai and Elected.ai, which aim to use AI to bring transparency, efficiency, and accountability to government at every level.This is a wide-ranging conversation on AI, startups, platforms, public data, and the future of governance—with sharp insights for founders, investors, and operators navigating the next technological wave.In this episode, we cover:How Ancestry used public-domain data to build a multi-billion-dollar companyThe hidden size of the genealogy market (and how Paul validated it early)Scaling fast on platforms—and what happens when the platform pulls the plugViral growth loops before paid ads, Facebook, or Google distributionCitizenPortal.ai: turning public meetings into objective local news using AIElected.ai: dashboards for 500,000 elected officials to improve governanceUsing AI and automation to reduce government waste and improve servicesThe future of AI, privacy, and why society may split into two pathsWhy AI could uplift humanity—or deepen control, depending on design choicesIf you care about AI, startups, venture capital, govtech, public data, or building durable companies, this episode is for you.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812

    The Agile World with Greg Kihlstrom
    #803: Apollo.io CMO Marcio Arnecke on agentic Go-To-Market approaches

    The Agile World with Greg Kihlstrom

    Play Episode Listen Later Jan 26, 2026 20:08


    For years, we've heard about AI transforming software development. But what if that same level of agentic, AI-driven collaboration could be applied not just to writing code, but to writing your entire go-to-market playbook? Agility requires that your go-to-market teams operate at the speed of insight, not at the speed of manual data entry and fragmented workflows. This means empowering them with tools that don't just provide data, but automate action based on strategic intent. Today, we're going to talk about the concept of an 'agentic' go-to-market platform, where AI doesn't just assist, but actively collaborates with sales and marketing teams to automate entire workflows, from strategy to execution. To help me discuss this topic, I'd like to welcome, Marcio Arnecke, Chief Marketing Officer at Apollo.io. About Marcio Arnecke As Apollo.io's Chief Marketing Officer, Marcio Arnecke brings a visionary approach to scaling high-growth B2B SaaS marketing in the AI-driven sales landscape. With over two decades of experience driving revenue acceleration across global markets, he has consistently transformed early-stage technology companies into market-defining brands. Hisexpertise in AI-powered go-to-market strategies uniquely positions him to accelerate Apollo's mission of empowering sales teams through intelligent data and automation. Previously, he played a pivotal role in scaling marketing functions at SaaS giants like Intercom and Zendesk, where he drove remarkable growth from $40M to $1.7B, culminating in a successful IPO that raised $100 million in 2014. Leveraging his comprehensive background in demand generation, product marketing, and strategic storytelling, Marcio is focused on positioning Apollo as the go-to AI sales platform for SMB and mid-market teams. His approach combines data-driven insights with targeted narrative strategies, translating Apollo's technological capabilities into practical business value. Drawing from his global experience across Silicon Valley and international markets, Marcio aims to expand Apollo's brand and demonstrate how AI can meaningfully improve sales engagement for growing businesses. Marcio holds advanced degrees from Stanford University's Graduate School of Business and Golden Gate University, complemented by a BS in Business Administration from Universidade Feevale in Brazil. Marcio Arnecke on LinkedIn: https://www.linkedin.com/in/marcioarnecke/ Resources Apollo.io: https://www.apollo.io Take your personal data back with Incogni! Use code AGILE at the link below and get 60% off an annual plan: https://incogni.com/agile  The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://www.thecrmc.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agile Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

    Coin Stories
    News Block: Gold & Silver Jump as Shutdown Fears Return and Monetary Order Cracks, Japan's Bond Warning

    Coin Stories

    Play Episode Listen Later Jan 26, 2026 10:40


    In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Shutdown fears are back -- Bitcoin & stocks are feeling the pressure Gold and silver just hit fresh all-time highs as Davos screamed "uncertainty" Ray Dalio's warning goes mainstream: print money or face a debt crisis Japan's bond stress could spill into U.S. Treasuries and push global rates higher Who's likely to be next Fed Chair? We explain. Bitcoin reenters the spotlight, plus rapid-fire: UBS crypto, debanking lawsuit drama, and BitGo's IPO moment --- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Order my new intro to Bitcoin book "Bitcoin is For Everyone": https://amzn.to/3WzFzfU  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  —- References mentioned in the episode: Treasury Rate Check Boosts Yen, Weakens Dollar Speculation Mounts: Japan to Buy Yen with U.S. Help? Ray Dalio Warns of Breakdown in the Monetary Order Dollars' Shrinking Role in Global FX Reserves Institutions are Reducing Dollar FX Exposure Ken Griffin: Japan Bond Market is "Explicit Warning" French Central Bank Governor Dismisses Bitcoin  Coinbase CEO Spars With Central Bank Governor BlackRock CIO's Fed Chair Nomination Odds Skyrocket  BlackRock CIO's Bid for Fed Chair Gaining Traction Rick Rieder's Comments on Bitcoin Allocation U.S. Market Structure Bill Faces Weeks of Delay BitGo IPO's on the New York Stock Exchange UBS Plans to Offer Crypto Trading to Clients PwC Survey on Bitcoin's Institutional Adoption Trump Sues JPMorgan Chase for Debanking ---- Upcoming Events: Strategy World 2026 in Las Vegas on February 23-26th - Use code HODL for discounted tickets: https://www.strategysoftware.com/world26  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

    Smashing the Plateau
    How to Navigate AI Era Product Development with Curiosity and Ambition Featuring Jim Morris

    Smashing the Plateau

    Play Episode Listen Later Jan 26, 2026 30:25


    Jim coaches product management in startups, growth-stage companies, and Fortune 100s. He's a Silicon Valley founder with over two decades of experience, including an IPO and a buyout. These days, he coaches product leaders and teams to find product-market fit and accelerate growth across a variety of industries and business models. Jim graduated from Stanford University with a BS in Computer Science and currently lectures at both Stanford and University of California, Berkeley in product management.In today's episode of Smashing the Plateau, you will learn how to navigate the AI era in product development and build a sustainable coaching practice around your unique expertise.Jim and I discuss:Jim's career journey from building products to coaching [01:36]The importance of curiosity and ambition in product management [06:11]The benefit of having a dedicated product management coach [09:34]How AI tools are reducing friction in finding the right product [11:55]The exciting opportunities for companies that adopt AI tools effectively [14:32]Why internal transformation is the key competitive advantage [17:27]Advice for professionals building a consulting business [21:13]How peer relationships enhance transformation [24:51]Helping people navigate the turmoil of adopting new AI technologies [26:03]Learn more about Jim at https://www.linkedin.com/in/jimmorrisstanford/ and https://productdiscoverygroup.com__________________________________________________________About Smashing the PlateauSmashing the Plateau shares stories and strategies from corporate refugees: mid-career professionals who've left corporate life to build something of their own.Each episode features a candid conversation with someone who has walked this path or supports those who do. Guests offer real strategies to help you build a sustainable, fulfilling business on your terms, with practical insights on positioning, growth, marketing, decision-making, and mindset.Woven throughout are powerful reminders of how community can accelerate your success.__________________________________________________________Take the Next Step• Experience the power of community.Join a live guest session and connect with peers who understand the journey:https://smashingtheplateau.com/guest• Not ready to join live yet? Stay connected.Get practical strategies, stories, and invitations delivered to your inbox:https://smashingtheplateau.com/news

    The Heart of Healthcare with Halle Tecco
    Building the Largest Health Data Ecosystem in the US | Datavant CEO Kyle Armbrester

    The Heart of Healthcare with Halle Tecco

    Play Episode Listen Later Jan 26, 2026 41:56


    It has been said that we don't have “big data” in healthcare, but instead a large amount of “small data.”In this episode, Halle speaks with Kyle Armbrester, CEO of Datavant and former CEO of Signify Health (acquired for $8B), about why healthcare data still moves the way it did decades ago and what it will take to modernize it at scale. Kyle reflects on building and leading large health tech companies and explains how fixing data flow could reduce administrative waste, improve security, and make care easier for patients and providers alike.We cover:Why healthcare billing still happens after the fact and how that fuels administrative wasteHow missing data standards led to fax-based workflows and brittle systemsWhy healthcare data is such an attractive target for cyberattacksHow clinical data can be shared digitally without being owned or resoldLeadership lessons from scaling companies through IPOs and acquisitions—About our guest: Kyle Armbrester is Chief Executive Officer of Datavant, a healthcare data platform company with a mission to make the world's health data secure, accessible, and actionable. Datavant operates the largest and most diverse health data exchange in the U.S., connecting more than 70 percent of the 100 largest health systems, all U.S. payers, and 300 plus real world data partners.Previously, Kyle served as CEO of Signify Health, where he led more than 200 percent revenue growth, took the company public in 2021, and guided its acquisition by CVS Health in 2023 for approximately $8 billion. He later served on the CVS Health executive management team, overseeing healthcare delivery strategy and interoperability.Earlier in his career, Kyle was Chief Product Officer and Head of Corporate Development at athenahealth, where he helped scale revenue from $320 million to $1.2 billion and launched the company's partnership marketplace. Kyle has served on multiple healthcare boards and holds an MBA and AB from Harvard University.—Chapters:00:01:20 Introduction to Kyle Armbrester and his journey in healthcare00:03:58 The impact of Athena Health on healthcare innovation00:06:20 Datavant: Revolutionizing health data interoperability00:08:15 The role of Datavant in reducing administrative burden00:12:20 Understanding Datavant's value proposition across stakeholders00:14:00 Consumer products and data accessibility at Datavant00:18:25 The scale and impact of Datavant in healthcare00:19:35 Cybersecurity challenges in healthcare data management00:23:57 Bridging the gap in healthcare regulations00:26:13 Unlocking the value of untapped healthcare data00:29:25 Challenges of value-based care models00:33:23 The reality of being a CEO in healthcare00:37:00 Navigating IPOs vs. Acquisitions00:39:44 Innovating healthcare incentives for better outcomes—Pre-order Halle's new book, Massively Better Healthcare.—

    Unleashed - How to Thrive as an Independent Professional
    632. Jason Baumgarten, How to Position Yourself for Board Roles

    Unleashed - How to Thrive as an Independent Professional

    Play Episode Listen Later Jan 26, 2026 51:51


    Show Notes: Jason Baumgarten is a partner at Spencer Stuart where he is also the global head and CEO of board practice. He assists businesses in all sectors to identify and evaluate CEOs who motivate senior leadership teams to reach their full potential. Additionally, he assists boards with CEO succession planning, director recruitment, and identifying future leaders.  How to Join a For-profit Board Jason talks about the range of roles on a board and the specific roles a board might be looking to fill. He explains that the specificity of board roles varies based on the scale and maturity of the organization, using a real example of a board search he is currently involved in. Jason discusses how sophisticated boards often have specific requirements for board members, such as industry experience, geographic expertise, and specific skill sets. Identifying and Defining Board Roles When asked about the various categories of board roles, such as finance, data analytics, and HR, Jason explains that the most common request is for recently or actively retired CEOs, followed by CFOs with specific finance experience. He  highlights the importance of understanding the nature and type of business the company is in, such as regulated industries, capital-light businesses, or capital-heavy businesses. Board Member Etiquette Jason outlines the main drivers for wanting to be on a board: prestige and the desire to be helpful. He explains the concept of "noses in, fingers out" in governance, emphasizing the importance of board members being helpful but not overly involved. He also discusses the range of compensation for board members, from stipends to significant annual fees, and advises against depending on board compensation as a primary source of income.  He stresses the importance of being willing to fire oneself from a board to provide objective advice to the CEO. The Reality of Joining a Board for Management Consultants Jason advises not to limit aspirations and suggests using a simple litmus test: "if the company wouldn't hire you as a top executive, they probably won't consider you for a board role." He explains the importance of nonprofit boards, both fundraising and operating boards, and how they can provide valuable experience and networking opportunities. Jason discusses the potential for board roles in small private companies, large private companies, and public companies, emphasizing the importance of regional connections and unique experiences. The Role of Executive Search Firms in Board Recruitment Jason explains that search firms are often involved in board searches for public or pre-IPO companies and large private equity firms. He advises building relationships with search firms and being responsive and helpful when they reach out for market intelligence or advisory work. Jason also shares the importance of having a network of firms that work in your industry or location and how advisory work can lead to board opportunities. How Boards Vet Prospective Members The conversation turns to the process of being vetted and evaluated for a board role, including interviews, background checks, and social media history. Jason explains that some  boards generally recruit with a lighter touch than other roles, but private equity and regulated boards may conduct more thorough diligence. He advises candidates to ask about the board's process, including the last board member hired and the steps involved in the recruitment process. He also emphasizes the importance of meeting all board members and ensuring a good fit in terms of personality and interests. The Commitment Reality of Being on the Board Jason talks about the typical time commitment for board members, including meetings, committee calls, and ad hoc time with the CEO. He explains the importance of understanding the size of board decks and the amount of preparation required for each meeting. Jason also advises candidates to be patient and persistent, as the process of getting on a board can take years and is often unpredictable. Identifying Risks to Board Members When asked about the risks involved in accepting a board position and the importance of D&O insurance, Jason recommends consulting with a D&O insurance broker to understand the market and ensure appropriate coverage. He advises candidates to be aware of any litigation or regulatory risks associated with the board and to seek legal advice if necessary. Jason also emphasizes the importance of understanding the board's D&O policy and ensuring that board members are covered appropriately. Final Thoughts and Advice Jason reiterates the importance of understanding the time commitment and potential disruptions that can arise. He advises candidates to be patient and persistent, as the process of getting on a board can take years. Jason shares a story about a former CISO who became a sought-after board member, illustrating the unpredictability of the process and the importance of perseverance. Timestamps: 02:18: Types of Board Roles and Common Requests 05:29: Benefits of Being on a Board  08:08: Levels of Boards and Aspirations  15:24: Search Firms and Board Recruitment Processes  32:38: The Board Recruitment Process 39:41: Time Commitment and Potential Disruptions  42:50: Risk and Insurance Considerations  47:16: Final Thoughts and Advice  Links: Website: getscalar.ai   This episode on Umbrex: https://umbrex.com/unleashed/episode-632-jason-baumgarten-how-to-position-yourself-for-board-roles/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.  

    The Watson Weekly - Your Essential eCommerce Digest
    January 26th, 2026: Sam Altman Testing Ad, Lowes to license its checkout, AI meets Davos and a Jassy Sighting, and Claude Code Is Having a Viral Moment

    The Watson Weekly - Your Essential eCommerce Digest

    Play Episode Listen Later Jan 26, 2026 11:03


    Today on our show:Sam Altman Testing AdLowes to license its checkoutAI meets Davos and a Jassy SightingClaude Code Is Having a Viral Moment- and finally, The Investor Minute, which contains 3 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Rithum.https://www.rmwcommerce.com/ecommerce-podcast-watsonweeklyThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

    Tacos and Tech Podcast
    This Week In San Diego Tech News

    Tacos and Tech Podcast

    Play Episode Listen Later Jan 26, 2026 23:06


    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!1/24/2026* Blueprint Equity new fund 3 $333M* Seasats wins $24 million DoD award* Trust & Will new product* New hires at mPower and funding?Curated Events List – For full list – check The Social Coyote* 2026 VC Outlook - Jan. 29* Farmers Open - Jan 29 - Feb 1* AFCEA West - Feb. 10-12* TechCon - Feb. 12-13 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

    TD Ameritrade Network
    IPO Market's Roaring Momentum vs Potential ‘Sell America' Trade

    TD Ameritrade Network

    Play Episode Listen Later Jan 26, 2026 7:44


    “The IPO market is off to a really good start” in 2026, says Troy Hooper. “There's many more in the pipeline.” He thinks we are building off 2025 momentum, a more friendly regulatory regime, and investor capital looking for places to go. IPOs are coming across sectors, from healthcare to technology, with some names like SpaceX and Anthropic highly anticipated. However, the “Sell America” trade is a potential danger, he says. While the international market is heating up, he thinks the U.S. remains the “gold standard.” ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

    RNZ: Nine To Noon
    Business commentator Hamish McNicol

    RNZ: Nine To Noon

    Play Episode Listen Later Jan 26, 2026 20:58


    As a big year for capital markets kicks off, Hamish discusses a potential Rakon takeover, while there are some big potential IPOs on the way. Retail numbers dropped off in December and as inflation creeps above the Reserve Bank target band, what will that do to interest rates in the coming year?

    Late Confirmation by CoinDesk
    Blockspace Podcast: BitGo's $2 Billion IPO, OpenAI's Data Center Cost Dispute, ZBD Raises $40 million, and Farcaster Founder Steps Down

    Late Confirmation by CoinDesk

    Play Episode Listen Later Jan 23, 2026 29:39


    BitGo went public, the first crypto IPO of 2026! Plus, analysis on inflows into digital asset products, Bitcoin gaming app ZBD raising $40 million, and longtime Ethereum social media app Farcaster announced its founder is stepping down. Subscribe to all things Blockspace: Podcast, Newsletter, Events Welcome back to The Blockspace Podcast! Today, Charlie and Will to talk about a massive week in markets and compute. We break down BitGo's $2.1 billion IPO valuation and why the New York Stock Exchange's move toward tokenized securities and instant settlement is a game changer for TradFi. The duo also discusses Blockspace's acquisition of Bitcoin Layers, Zebedee's $40M Series C, and the controversial exit of the Farcaster founding team. Finally, we look at how OpenAI and Microsoft are handling grid upgrades and why Coinbase is building a "Quantum Avengers" advisory board. Timestamps 00:00 Start 01:58 Blockspace acquires Bitcoin Layers 02:43 OPNEXT is back baby! 03:10 $2B ETF inflows 04:39 NYSE blockchain & 24/7 trading 08:27 Open AI & MSFT pinky swear not to not raise power costs 13:33 Saudi's Humain secures up to $1.2B to expand AI infrastructure 15:20 ZBD raises $40M 18:18 Coinbase announces quantum thing 19:11 BitGo prices IPO at $18 per share, set to begin NYSE trading 24:47 Cry Corner: Farcaster shuts down

    The Journal.
    The Woman Behind SpaceX

    The Journal.

    Play Episode Listen Later Jan 22, 2026 20:15


    Gwynne Shotwell, president of SpaceX, has overseen the rise of the rocket and satellite company. She's also maintained a long relationship with the company's CEO Elon Musk. Now, with a potential IPO looming, WSJ's Micah Maidenberg reports on how expansive Shotwell's role is, and explains the big year ahead. Jessica Mendoza hosts.  Further Listening: - When Elon Musk Moves In Next Door- Elon Musk's Unusual Relationships With Women at SpaceXSign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    WSJ What’s News
    Trump Sues JPMorgan and Jamie Dimon for 'Debanking' Him

    WSJ What’s News

    Play Episode Listen Later Jan 22, 2026 13:57


    P.M. Edition for Jan. 22. President Trump sues JPMorgan Chase for $5 billion, alleging that the country's biggest bank closed his accounts in 2021 for political reasons. Plus, after more than 20 years as a private company, SpaceX may soon be going public. WSJ reporter Corrie Driebusch discusses what's pushed CEO Elon Musk towards an IPO. And this year's Oscar nominations are out, with a record-breaking 16 nods for “Sinners.” Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Motley Fool Money
    2026: The Year of the Mega IPOs?

    Motley Fool Money

    Play Episode Listen Later Jan 22, 2026 19:04


    It only took us a couple of weeks into 2026, but it appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as SpaceX has hired bankers for a potential IPO this year. SpaceX could be the first of many Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Rocket Lab's test failure - SpaceX's IPO rumors and who could quickly follow - Investing advice when analyzing IPOs - IPOs on our radar Companies discussed: RKLB, TSLA, EQPT Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices