Podcasts about alibaba

OpenAI has released GPT-5.6, but the majority of us will have to wait. ⌚After the Anthropic vs. U.S. Government feud, it now looks like we'll have to wait for frontier models. That wasn't the only big AI news headline that might change your company's AI strategy. Anthropic got the green light to roll out Mythos 5 to a select few, Google reportedly extended its strike team to catch up on coding and more. OpenAI's limited release of GPT-5.6, Mythos starts slow reinstatement, OpenAI gets spicy and more AI news -- An Everyday AI chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI GPT-5.6 Limited Release ExplainedOpenAI Sol, Terra, Luna Model NamingUS Government Restrictions on AI RolloutsAnthropic Mythos 5 Access and StandoffAnthropic Fable 5 Suspension DetailsGoogle Gemini 3.5 Pro Release DelayedGoogle's AI Coding Mid-Training InitiativeRaiseUS Nonprofit: AI Workforce AdaptationAnthropic Accuses Alibaba of Model DistillationOpenAI & Broadcom Unveil Jalapeno AI ChipKey AI Industry Partnerships & Product LeaksTimestamps:00:00 OpenAI's GPT 5.6 limited release06:14 OpenAI's new model release details09:54 Access suspension and negotiations13:18 Google's AI strategy and delays16:33 Anticipating Gemini 3.5 Pro Release20:40 Accusations of AI model theft24:48 OpenAI and Broadcom chip partnership28:05 OpenAI's recent developments and updates29:56 OpenAI and AI weekly updatesKeywords: GPT-5.6, OpenAI, Anthropic, Mythos 5, Fable 5, Frontier models, Gemini 3.5 Pro, Google, model rollout, limited AI access, AI safety, US government AI regulation, Sol model, Terra model, Luna model, Max reasoning mode, Ultra mode, sub agents, advanced AI benchmarks, coding workflows, cybersecurity, third-party AI analysis, government licensing, AI model guardrails, AI model democratization, model naming scheme, model availability, AI model security, jailbreak resistance, safety filters, general model access, trusted testers, AI export control, national security, Anthropic pullback, supply chain risk, defense department, AI industry competition, talent loss, AI coding, mid training, engineering agents, AI strike team, RaiseUS nonprofit, workforce AI disruption, technology policy, industrial scale distillation, Alibaba, AI model theft, China-US tech tensions, distillation attacks, Jalapeno AI chip, Broadcom, AI inference, custom hardware, data center GPUs, Microsoft, Meta, Elastic compute, AI-powered career navigation, Slack Claude Tag, Canva Grow 2.0, Copilot skills, AI ad creation, AI automation, DigitalOcean plugin, Apple hardware AI, smart glasses, Vision Pro, portfolio tracking AI, Google Finance, home smart speakers, voice AI, GLM 5.2, open source AI, US labor market AI effects, AI job disruption, model leaks, government approval delays.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist. 

Anthropic just accused Alibaba of the largest known corporate espionage campaign against it, alleging 25,000 fake accounts and 28.8 million queries aimed at stealing Claude. We get into the AI cold war heating up between the US and China, why Apple and Microsoft just raised prices, OpenAI's first chip Jalapeno, the wild new Seed Audio 1.0 model, Claude landing in Slack, and a Blender plus Seedance video workflow that gives you real control. This week on AI For Humans, Gavin Purcell and Kevin Pereira open on a genuine spy-novel turn: Anthropic has accused Chinese tech giant Alibaba of running an industrial-scale distillation campaign to siphon Claude's capabilities, laid out in a letter to US senators. It is an accusation, not a proven finding, and Alibaba has not responded, but it puts the US-China AI race front and center. From there we get into why the new models everyone expected this week didn't actually arrive, the AI memory crunch driving Apple and Microsoft price hikes, and OpenAI designing its first chip, Jalapeno, with Broadcom. On the fun side, Seed Audio 1.0 generates full songs and layered soundscapes, Claude shows up inside Slack via Claude TAG, TheWrap experiments with AI microdramas, and we break down a Blender pre-viz plus Seedance 2.0 workflow that makes AI video remarkably controllable. WE ARE NOT SPY. WE NEED FABLE 5 BACK. WE PLEAD.  // Show Links // Anthropic accuses Alibaba of brazenly and illicitly extracting Claude's capabilities (CNBC) https://www.cnbc.com/2026/06/24/anthropic-alibaba-distillation-campaign.html The post that put the espionage story on our radar (unconfirmed single-source thread) https://x.com/S0N_IA/status/2069893802802745673 Apple raises MacBook and iPad prices as the AI memory crunch bites (CNBC) https://www.cnbc.com/2026/06/25/apple-macbook-ipad-price-hike-memory.html OpenAI unveils its first chip, Jalapeno, built with Broadcom (official) https://openai.com/index/openai-broadcom-jalapeno-inference-chip/ No new flagship this week, but OpenAI did ship a GPT-5.5 Instant update https://x.com/OpenAI/status/2069843083701915755 Seed Audio 1.0 generates full songs and layered audio scenes (via fal) https://x.com/fal/status/2070138257891791237 Claude TAG brings Claude into Slack for everyone https://x.com/ashwingop/status/2069814177624121469 Andrej Karpathy on the new Slack workflow https://x.com/karpathy/status/2069822834160124091 Blender pre-viz into Seedance 2.0 for incredible video control (shared by venturetwins) https://x.com/venturetwins/status/2069809200788799582 Original creator of the Blender to Seedance workflow https://x.com/craftcapitallab The full AI Warper workflow breakdown https://x.com/AIWarper/status/2069847773034488262   Join our Discord https://discord.gg/muD2TYgC8f Support us on Patreon https://www.patreon.com/AIForHumansShow Subscribe to the AI For Humans Newsletter https://aiforhumans.beehiiv.com/ Follow us on X @AIForHumansShow https://x.com/AIForHumansShow Find us on TikTok @aiforhumansshow https://www.tiktok.com/@aiforhumansshow Book us for speaking or consultation https://www.aiforhumans.show/  

A.M. Edition for June 25. Two powerful earthquakes rock Venezuela's capital, rattling other cities and leaving dozens dead. Plus, Anthropic claims Chinese tech-giant Alibaba ran a brazen campaign to access its Claude model. And WSJ economics reporter Justin Lahart explains why the massive AI build-out is becoming a new catalyst for inflation, driving up prices for components and electricity. Luke Vargas hosts. Listen to all episodes in our series on ideas for fixing the housing crisis. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple hiked Mac and iPad prices 15-25% on the memory crunch; iPhones held steady. Anthropic accused Alibaba of distilling Claude 28.8 million times. IBM detailed a 0.7nm chip, Facebook revived its Creator Studio app, and Kalshi chased a $40B valuation. Apple raises Mac, iPad, and other product prices by 15%-25%, saying it has "never seen a component price increase this much, this quickly"; iPhone is unchanged (WSJ) Apple Raises Mac and iPad Prices to Counter Memory Shortages (Bloomberg) Sources: in a letter to US officials, Anthropic accused Alibaba of adversarial distillation, using Claude 28.8M times from April to June via almost 25K accounts (Bloomberg) IBM details a 0.7nm chip manufacturing process that utilizes a "nanostack" 3D transistor architecture, which it says could continue chip innovation for 10 years (The New York Times) Facebook brings back Facebook Creator Studio as a stand-alone app with a built-in AI chatbot to help creators grow their audiences through personalized guidance (TechCrunch) Meta looks to AI to review harmful content in cost-cutting drive (FT) Sources: Kalshi is in talks to raise funding at a ~$40B valuation in a round that may close as soon as Q3; Kalshi raised $1B at a $22B valuation in May 2026 (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic accuses Alibaba of obtaining ‘illicit' access to Claude, and concern is brewing over KNDS's upcoming initial public offering after Germany scraps warship plans. Plus, Meta is turning to AI content moderators, and the FT's John Plender breaks down Donald Trump's contributions to the US national debt. Mentioned in this podcast:Anthropic accuses Alibaba of obtaining ‘illicit' access to ClaudeMeta races to replace human moderation with AIBerlin warship U-turn hits defence sector as KNDS heads to marketTrump's empire of debtTell us your thoughts to enter a prize draw for a chance to win a pair of Bose QuietComfort Headphones worth £229. Take our survey: https://www.feedback.ft.com/c/a/6f9bJBvxsxaEBSIB5esBISOver 18s only. Find full T&Cs here Prize Draw winners' surnames and regions may be made available upon request, as required by the Advertising Standards Authority. If you do not want your information to be made available, please email Privacy.Officer@ft.com upon entry. For more information on your rights and how we use your data, please read our Privacy Policy.Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Kelly Garry and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips 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.

Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks and iPads due to the memory chip crunch. Shares of the iPhone maker fell sharply, helping to drag the Nasdaq into negative territory in Thursday's trading and erasing the optimism sparked by Micron. Core PCE — the Fed's preferred inflation gauge — rose in May to year-on-year levels not seen since 2023. Also in focus: Qualcomm surges, oil prices fall to fresh pre-Iran war lows, a JPMorgan Chase executive seen a potential successor to CEO Jamie Dimon is leaving the bank, Anthropic vs. Alibaba, all things SpaceX.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

IBM Unveils “Nanostack” Transistor Architecture for Future Semiconductor Scaling, Anthropic Alerts Senate to Massive Illicit Distillation Attack by Alibaba, Meta Transforms Creator Studio into AI-Powered Companion App. MP3 Please SUBSCRIBE HERE for free or get DTNS shows ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoyContinue reading "Apple Raises MacBook and iPad Prices Amid Memory Cost Surge – DTH"

In this episode, we cover Anthropic's allegation that Alibaba-linked operators used nearly 25,000 fake accounts and 28.8 million Claude interactions in what it calls its largest known distillation attack. We also look at why model distillation is becoming a major front in the U.S.-China AI race. Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

Plus: China's Alibaba has filed a lawsuit against the U.S. Department of Defense. And Tesla competitor Agility Robotics is set to go public in a deal valuing the startup at about $2.5 billion. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alibaba sues to be removed from US blacklist inclusion over alleged links to Chinese military, YouTube settles before a second major social media addiction case begins, and Rockstar opens pre-orders for the long-delayed Grand Theft Auto VI. MP3 Please SUBSCRIBE HERE for free or get DTNS shows ad-free. A special thanks to all our supporters–withoutContinue reading "China’s Alibaba Sues to be Removed from US Blacklist – DTH"

S&P futures are up +0.2% as of now following the semis selloff yesterday. All eyes are on Micron's Q3 earnings post close. Asian equities traded mixed today. Japan saw modest losses, Greater China markets were flat to slightly higher, and South Korea rebounded as memory chip names traded choppy but managed to close higher. European markets are slightly lower in early trade. Real estate and household goods are outperforming while industrial and defense stocks weigh on sentiment.Companies Mentioned: SK Hynix, Samsung Electronics, NVIDIA, Varonis Systems, Alibaba

In Italia cresce il numero di persone che vivono in una casa di proprietà e aumenta anche l'attività del mercato immobiliare. Secondo Eurostat, nell'ultimo decennio il nostro Paese ha registrato l'incremento più significativo in Europa della quota di residenti proprietari dell'abitazione in cui vivono, arrivando a sfiorare l'80% della popolazione contro una media europea del 68,5%. Un dato che però, secondo alcuni osservatori, riflette anche le difficoltà di molti giovani a lasciare la casa dei genitori. Intanto continuano a crescere compravendite e prezzi. Nel primo trimestre del 2026, secondo le stime preliminari Istat, i prezzi delle abitazioni sono aumentati del 5,2% su base annua. Nel 2025 le compravendite hanno superato le 766 mila unità, con una crescita superiore al 6%, trainata soprattutto dai grandi centri urbani e dal Nord-Ovest. Aumentano anche i mutui, favoriti dal calo dei tassi e dagli strumenti pubblici di sostegno.Secondo Unimpresa, nel 2025 il Fondo di Garanzia Prima Casa gestito da Consap ha consentito l'erogazione di mutui garantiti dallo Stato per circa 9 miliardi di euro, il 50% in più rispetto all'anno precedente. Gli under 36 restano la categoria che beneficia maggiormente di questi finanziamenti e un acquirente su quattro oggi ha tra i 18 e i 35 anni. Ne parliamo con Giuseppe Spadafora, vicepresidente di Unimpresa. Si inaspriscono le tensioni commerciali e la Cina annuncia sanzioni contro 10 aziende USAA poco più di un mese dall'incontro di Pechino tra Donald Trump e Xi Jinping, tornano a crescere le tensioni tra Stati Uniti e Cina. Pechino ha annunciato nuove restrizioni nei confronti di dieci aziende americane attive nei settori della difesa, dell'aerospazio e delle terre rare, vietando agli esportatori cinesi di fornire loro beni a duplice uso, cioè utilizzabili sia per scopi civili sia militari. La misura arriva come risposta all'allargamento da parte di Washington della lista delle aziende cinesi considerate collegate alle forze armate di Pechino. Tra i gruppi inseriti dagli Stati Uniti figurano colossi come Alibaba, Baidu e BYD. Contestualmente, il Ministero delle Finanze cinese ha vietato agli enti pubblici l'acquisto di prodotti di 46 aziende americane, tra cui Lockheed Martin, Raytheon e alcune divisioni di General Dynamics. Nonostante i tentativi di distensione e la volontà dichiarata di ridurre le tensioni commerciali e tariffarie, il confronto tra le due maggiori economie mondiali torna quindi a concentrarsi su tecnologia, difesa e controllo delle catene di approvvigionamento strategiche. Analizziamo le implicazioni economiche e geopolitiche di questa nuova escalation con Alessandro Plateroti, direttore editoriale di UCapital.com.Italia-Usa, export e interscambio oltre i 110 miliardi di dollari nonostante i daziNonostante il clima di incertezza generato dai dazi e dalle politiche di reshoring promosse dall'amministrazione americana, i rapporti economici tra Italia e Stati Uniti continuano a mostrare una notevole solidità. Secondo quanto dichiarato da Simone Crolla, consigliere delegato della American Chamber of Commerce in Italy, nel 2026 l'export italiano verso gli Stati Uniti è cresciuto e l'interscambio complessivo tra i due Paesi ha superato i 110 miliardi di dollari. Il 2025 è stato un anno record per gli scambi commerciali e, pur in presenza di una possibile lieve contrazione rispetto ai livelli eccezionali raggiunti, il 2026 dovrebbe comunque confermarsi su valori superiori a quelli registrati negli anni precedenti. A pesare resta soprattutto l'incertezza legata alla politica commerciale americana, che continua a influenzare le decisioni di investimento e le strategie delle imprese. Sul piano politico, Crolla si è detto convinto che le recenti tensioni tra Giorgia Meloni e Donald Trump non comprometteranno il rapporto tra i due Paesi, sostenendo che i rispettivi leader sapranno ritrovare un'intesa e rafforzare una relazione che resta centrale sia sul piano economico sia su quello strategico. Ne parliamo con Davide Allegra, membro della American Chamber of Commerce in Italy.

¿Cuánto compramos de verdad por internet? ¿Por qué India es el mercado con mayor potencial? Los números del ecommerce en 2026 son una auténtica locura, y te los cuento en este episodio.Ahora puedes crear y configurar fácilmente tu propia tienda online en solo unas horas sin conocimientos de programación y con todas las funcionalidades incluidas que necesitas para crecer. Haz clic aquí para empezar tus 14 días de prueba gratis sin meter tarjeta de crédito.Si todo lo que se compra online en el mundo fuera un país, sería de las mayores economías del planeta: casi 7 billones de dólares al año, más de uno de cada cinco euros que se gastan en todo el comercio mundial. Y, sorprendentemente, eso no es ni de lejos lo más grande. El comercio entre empresas, el B2B, mueve varias veces más dinero que todo lo que compramos los consumidores juntos.En el episodio 490 de Ecosistema Ecommerce te cuento:El tamaño real del sector con casi 7 billones de dólares y más de 1 de cada 5 compras del mundo ya online.Por qué el B2B es unas 5 veces mayor que todo lo que compramos los consumidores.Un bloque enorme de curiosidades que te van a poner los pelos de punta.Quién factura más en 2026: Amazon, Walmart, Alibaba o PDD/Temu.Quién domina en China, en India y en el resto del mundo.TikTok como nuevo buscador, el live shopping y la entrega en 10 minutos.Y muchas otras cosas que te cuento sin trampa ni cartón.Patrocinador del podcast: https://stgrnd.co/ecosistemaecommerceProyecto X: https://pychon.com/

AI pricing is changing fast. OpenAI, Anthropic, and Microsoft's GitHub are all moving away from flat-rate subscriptions toward usage-based billing, and the shift is going to hit anyone whose business runs heavily on AI tools. Anthropic has already shifted some business customers to actual-usage billing. GitHub launched a new usage-based system that kicks in after monthly allotments run out. OpenAI executives have publicly floated pricing AI more like electricity or water, where heavier users pay more for slide decks, longer agent runs, code debugging, and email drafting.This episode breaks down the AI pricing shock hitting OpenAI, Anthropic, and Microsoft, what it means for businesses already building on these tools, and which alternatives are starting to look attractive. The driver is straightforward. AI labs are burning cash on chips, data centers, and talent at a rate that flat-rate subscriptions can't support. OpenAI reported a $14 billion projected loss for 2026. Anthropic just filed for IPO at a $965 billion valuation. Microsoft is spending tens of billions on AI infrastructure. The math on a $20-a-month subscription that produces unlimited GPT-5 output doesn't work anymore.The corporate response is already visible. Walmart capped staff use of its in-house AI agent. Uber is limiting monthly employee spending to $1,500 per AI coding tool. Companies that rolled out generative AI broadly in 2024 and 2025 are now reading the meters, because the same prompt that cost $0.02 in 2024 can cost $2 today on a reasoning model.The lower-cost alternatives are gaining real attention. Alibaba's Qwen and DeepSeek both run at a fraction of OpenAI and Anthropic pricing, and both have closed the quality gap enough that routing simpler tasks to a cheaper model is a defensible engineering decision. The question for every business spending on AI is which tasks need a frontier model and which can run on a model that costs 90% less for the same output.What this means for AI strategy in 2026. Flat-rate pricing was a customer acquisition tactic that worked when the labs were trying to win mindshare. Usage-based pricing reflects what AI actually costs to deliver, and it's the model the industry will settle on. For developers, freelancers, and small businesses using ChatGPT, Claude, GitHub Copilot, and Cursor every day, the bill is about to look different. For agencies and consultants billing clients for AI work, the margin model needs a rebuild.We cover the OpenAI, Anthropic, and GitHub pricing changes in detail, how Walmart and Uber are responding, why Qwen and DeepSeek matter more this quarter than they did last quarter, and what the shift to electricity-style AI pricing means for the cost of doing business in the AI economy.Keywords: AI pricing, OpenAI pricing, Anthropic billing, GitHub Copilot pricing, usage-based AI, token pricing, AI subscription, ChatGPT pricing, Claude pricing, Qwen, DeepSeek, Walmart AI, Uber AI, GPT-5 cost, AI ROI, AI infrastructure cost.

Is the AI trade a bubble? Imran Khan — founder of Proem Asset Management, former Snap executive, and the banker behind the Alibaba and Mercado Libre IPOs — isn't convinced. Dan Nathan sits down with Imran to pressure-test the bear case, from Nvidia's below-market multiple to the cyclical-vs-secular debate in memory, and to dig into why a big chunk of SpaceX's $2.5T valuation may not be a space story at all. Topics Covered Why hyperscalers underperform during heavy CapEx cycles — and why that's historically the best time to buy Distribution vs. technology: how Gemini won while arguably being the inferior model, and why Grok couldn't Meta's setup — cheap on earnings, not cheap on free cash flow — and the Zuckerberg "big swing" risk Nvidia at a $5T market cap: the $20B debt raise, buybacks, and the customers-are-competitors problem Micron and high-bandwidth memory sold out into 2027, and the cyclical-vs-secular question that decides the stock The "bottleneck trade" everyone's chasing — and why earnings durability is the thing to watch Energy constraints, data center delays, and the long-term demand picture Imran's contrarian case that AI won't create structural unemployment SpaceX's valuation decoded: rocket launch, Starlink, and the xAI cloud ramp What OpenAI and Anthropic coming to market could mean for the AI trade —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Käfigkampf vorm Weißen Haus I Musk ist Billionär | KI in der Politik: Wer denkt noch selbst? | Ärger um BAföG | Wie gefährlich ist Billig-Ramsch aus China? - Christian Ehring zeigt den Irrsinn der Woche.

Käfigkampf vorm Weißen Haus I Musk ist Billionär | KI in der Politik: Wer denkt noch selbst? | Ärger um BAföG | Wie gefährlich ist Billig-Ramsch aus China? - Christian Ehring zeigt den Irrsinn der Woche.

Herkese merhaba! Bu hafta yapay zeka dünyası kelimenin tam anlamıyla alev alev... Beyaz Saray'ın nükleer silah alarmına geçer gibi kısıtlamalar getirmesinden girdik , Çin'in Alibaba ve DeepSeek gibi devlerle bu duruma verdiği hızlı cevaplardan çıktık. Claude'un yeni MCP entegrasyonu sayesinde Photoshop ve çeşitli araçlarla bağlantı kurarak grafik tasarımcıları nasıl ihya ettiğini detaylıca anlattık. Bununla da kalmadık; Midjourney'nin sadece görsel üretmekle kalmayıp, ultrasonik ses dalgalarıyla çalışan ve MR çekimini bir "spa" keyfine dönüştüren yepyeni bir tıbbi tarama cihazı projesiyle Tıp dünyasına nasıl bomba gibi düştüğünü inceledik. Elon Musk'ın Grok hamleleri , Avrupa Birliği'nin 2 Ağustos'ta yürürlüğe girecek katı Yapay Zeka Yasası ve Meta'nın içeride yaşadığı büyük motivasyon krizi de masamızdaydı. Ayrıca yerli yapay zeka modelimiz TÜBİTAK Bilge'nin altyapısını ve Türk Telekom'un görme engelliler için geliştirdiği stadyum projesini de değerlendirdik. Peki sizce içeriklerde insan dokunuşu mu olmalı, yoksa yapay zeka da aynı tadı verebilir mi? Gerçekle yapay zeka arası sizin için fark eder mi? Yorumlarda kendi görüşlerinizi paylaşmayı unutmayın! Videoyu beğenmeyi, sevdiklerinizle paylaşmayı ve kanalımıza abone olmayı unutmayın, iyi seyirler! 00:00 - Giriş ve ABD'nin Nükleer Silah Statüsünde Yapay Zeka Kısıtlamaları 00:36 - Çin'in Hızlı Atağı: DeepSeek, Qwen ve Amerika'yı Tokatlamaya Hazır Veri Merkezleri 06:01 - Claude'dan Tasarımcılara Kıyak: MCP ile Photoshop Entegrasyonu 07:33 - Midjourney Tıp Dünyasında: MR Kalitesinde Ultrasonik Tarayıcı Spa Cihazı 12:22 - Grok 1.5 Video Modeli, Elon Musk'ın Destekleri ve Görme İmplantları 14:52 - Microsoft'un AWS'ye Geçişi ve Goldman Sachs'tan 7.6 Trilyon Dolarlık Yatırım Beklentisi 16:30 - Mistral "Le Chat" Yapay Zeka Memleri ve Test Tabloları 17:58 - Avrupa Birliği Yapay Zeka Yasası Geliyor: Şeffaflık Zorunluluğu ve Dev Cezalar 19:48 - Soyma Uygulamalarına ve İstismara Karşı Katı Avrupa Önlemleri 21:46 - Güney Kore'nin Endişeleri ve Yerli Yapay Zeka TÜBİTAK Bilge Tartışmaları 25:27 - Meta'nın Çöküşü: İşten Çıkarmalar ve "Cenaze Evi" Gibi Çalışma Ortamı 26:30 - Türk Telekom'un Görme Engelliler İçin Geliştirdiği Özel Stadyum Projesi 28:50 - Yapay Zekaya Karşı İnsanı Üstün Kılan Şey: Kusurlarımız ve Nüanslar 29:33 - Kapanış ve Yorumlarınızı Bekliyoruz #fable5 #claudemythos #yapayzeka

In this episode of the #DoorGrowShow, property management growth experts Jason Hull and Sarah Hull discuss how AI is rapidly changing business, marketing, and communication, along with the growing problem of "AI slop" and why authentic human connection is becoming more valuable than ever. They break down the secondary effects of AI, why in-person relationships and masterminds are becoming a competitive advantage, and how property management business owners can stand out in a world flooded with automated content, fake interactions, and digital overload. You'll Learn [00:00] The Rise of AI Slop [06:20] Why Human Connection Still Matters [12:10] The COVID Parallel and Isolation [20:00] Why In-Person Transformation Works [31:30] AI, Trust, and Real Relationships [43:40] The Future of Property Management Growth Quotables "The secret to creating a scalable business is to do the unscalable actions." "Transformation happens in the room, not on Zoom." "If you can make it easily, so can anybody else." Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Jason Hull (00:00) we live in a world of the next stage I'm calling AI Slop. AI Slop, we're in the world of AI Sloppy Sloppiness. I just got a letter, no offense, NARPM, but I got a letter from y'all You wrote this using ChatGPT.   This is the problem with Narpum 2.0. We're not just talking about the future of our association, We're actively building it. it's not A, it's B, dead giveaway. And there's lots of other dead giveaways. And some of you are starting to hear this AI voice and you're starting to recognize this AI voice. And so we're now in the world of ASLOP where nobody is writing anything.   All right, hello everybody. I'm Jason Hull. This is Sarah Hull, the owners of DoorGrow, the world's leading and most comprehensive coaching and consulting firm for long-term residential property management entrepreneurs. For over a decade and a half, we have brought innovative strategies and optimization to the property management industry. At DoorGrow, we are on a mission to transform property management business owners and their businesses. We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market,   and help the best property management entrepreneurs win. All right, now let's get into the show. All right, so in today's episode, we're gonna be chatting. Just change that right now, because every week I tell you, stop saying a decade and a half. So just go ahead and change it right now. Okay, for, she doesn't like that I say a decade It drives me For 17 years. For over 17 years, yeah. That's how long it's been.   for over years. I'm like decade, decade sounds like a long time, but all right, we're changing it. Cause the life wants to change. 17 years space week. There we go. right. Updated real time. Yeah. Done. That's how we get stuff done. Okay, cool. What are we talking about today, Sarah? talk about how AI is starting to change things. Okay. Let's do it. All right, so.   One of the things we've been talking a lot about is the secondary effects of AI, because everybody's talking about AI. And I think we started in phase one was the AI revolution. Everybody's starting to use chat GPT. Now people are starting to use Clod for business and people are learning prompting. now people starting, some of you are starting to vibe code. And some of you are making videos. Some of you started making images with AI and   Now we live in a world of the next stage I'm calling AI Slop. AI Slop, we're in the world of AI Sloppy Sloppiness. I just got a letter, no offense, NARPOM, but I got a letter from y'all and I can tell you wrote this. You wrote this using ChatGPT. It's like, I mean, the big giveaway phrases and some of you have heard stuff like this. It's like, and we love NARPOM. Thanks for NARPOM for sending us a letter, but.   This is the problem with Narpum 2.0. We're not just talking about the future of our association, M-Dash. We're actively building it. So with blank, it's not A, it's B, dead giveaway. And there's lots of other dead giveaways. And some of you are starting to hear this AI voice and you're starting to recognize this AI voice. And so we're now in the world of ASLOP where nobody is writing anything.   And the people that do write original content, like I've done a couple of Facebook posts just recently, totally handwritten, I wrote the whole thing. And I really enjoy writing. The challenge is, is some people don't recognize how to get their voice into AI. And so anyway, we've got this whole world of AI slop now. Anything can be created by anyone instantly. You can create images, video, text, and so...   You've probably heard me talk about fake internet theory. Have you ever heard of this idea? I have, but just for anyone who hasn't. So the fake internet theory has been around probably since the, you know, once the internet went mainstream. And the fake internet theory is this idea that the majority, at least half in the past, of all the content, all of the traffic that was on the internet, was bots.   It could be like Google crawling sites. It could be a lot of different things, but at least half of all the traffic was bots. Well now with AI, this is even worse. Perplexity is doing research. All these different AI tools are doing research. People are not crawling stuff or crawling websites a lot of times. They're just talking to AI and AI is doing all this. And so the internet now, all the content isn't even, if even this letter probably was not written.   by D.D. Garzone, the Narfim president, 2026. It was probably written by AI, which saved her time. And it's not a bad letter. The challenge is people read this, see this, and we're starting to recognize what's AI and what's not. And we're kind of developing, there's kind of this feel, this voice that you're like, oh, that's AI. And so what am I doing? I just discount stuff. I read and go, oh, AI wrote this. I probably don't even need to read the rest.   So we just skim stuff, we stop reading things. And so this is the challenge is that people want reality, people want humanity. And so the secondary effect, we're in phase two, AI slot, phase three, I believe, is going to be a return to in-person. It's gonna be human interaction. The secondary effect of AI is that human interaction is going to be significantly more important.   And this is where things are going to be shifting to in-person. Things are going to be shifting away from digital marketing. Things are going to be shifting away from anything that you can tell AI to do quickly and easily. And I've always said to our clients, the secret ingredient to scaling your business is depth. The secret to creating a scalable business is to do the unscalable actions. That's depth. And so we're going to talk about today the importance of in-person.   Yeah. So do you guys remember in COVID when everything shut down? Yeah, good And then you couldn't leave your house? Yeah, was great. Yeah, because you might die. So that was great for a little bit, right? Everyone was like, we don't have to go to the office. I don't have to go to work. This is like, would just hang out in my house in my pajamas all day and eat some chips. And like, no, I don't know. It'll be amazing.   And that was a really fun thing. What voice is this? What is this voice? I don't know. Who speaks like this? I'm just letting you know it's not me. I'm gonna be lazy. I'm gonna do my pajamas. Today I got some pajamas on. Are they southern? Now they are. You don't know. They're all over the place. I can't do it in New York. Anyway, so it was a really fun time for like   I don't know, two weeks. The first week was awesome. It was like when you have a substitute teacher and then they put on a movie and you go, this is great. We don't have to do anything today. This is amazing. This is gonna be so cool. And the first week- thought it was awesome. I think for the first, yeah, I think a lot of people really thought it was really great for the first week because they were like, oh, this is great. Like we don't have to go into the office. I a lot of workers, think employers, business owners were freaking out. Yes, exactly. Business owners were-   Although they liked, let's be honest for a second, property managers were real happy about getting a vacation. And it was a vacation that you were forced to take. Right? You couldn't go and do things you normally do. And if you decided to not do showings or decided to not go to the office or decided to, know, like, hey guys, we're all going to work from home. No one was going to fault you. It was going to be totally fine because everybody else was doing it. So it would have been totally fine if you were like, hey, we're not doing.   Showings or hey, you know, we're gonna slow down on inspections or you know, hey, we're you know, we're not gonna come into the office We're all gonna, you know stay from home and then at some point we'll go back to the office for a little bit I think people welcomed that they were like, oh, this is great. This is fun And that maybe lasted a week maybe two maybe even three weeks for some people and then after that they were like what? When can I leave? I what do you mean? Like I'm stuck in my house. I'm I can't   get out, can't go anywhere. When my kids are here, they were all stuck together and no one knows what to do and we're all bored out of our minds and they were starving for human interaction. everything, Zoom, look at the Zoom stock in 2020, skyrocketed because everything moved to remote. Everything moved to Zoom. It was like.   we can't meet in person, but we still kind of have to do things. How do we do it? We are going to do Zoom. And then even remember when a lot of like commercial real estate, it it tanked because people were like, we can't go into the office. We're not buying office space. We're not renting office space. We're going to wait and hold out and see what happens in all this crazy COVID stuff. Right. And it's because all of us were just stuck in our houses. So everything became virtual.   Everything became remote. Even the things that are normally done in person, a lot of them started to shift so that it was no longer in person or the full thing wasn't in person. There was just the one quick little piece that was in person and everything else was done virtually. did we? Okay, I didn't know if you had the podcast. And then   At that point, people were starving for human interaction because it's not the same being on a screen. Looking at a face on the screen and hearing voices on a screen or on a phone call or through Zoom or Teams or whatever it was or emailing and texting and phone calls, it's just not the same. So people then started to go a little bit stir crazy.   And what happened, like as soon as things opened up, then what happened? Things started to surge again. People were desperately trying to connect with other people in person. They were going to their friends' houses. They were trying to meet up with their friends. They were trying to go on vacation. Travel started to boom again. Why? Because people, we are meant to be with other people.   Humans are not solitary animals. We're just not. So AI is going to end up creating something that I think is quite similar. We're going to rely on AI so much just because we have to. And it's an amazing tool. It's incredible. And it makes things a lot faster. And we can do things that were not possible before. And we can do years or months of research in minutes or hours.   the advancements that it allows us to make and in such a short time span are remarkable. But the other thing that it does is it reduces the human to human communication. And now even has anyone ever picked up the phone and called a company and you don't talk to a human now? Now you talk to the AI agent. Yeah. Right. And that seems really great.   because you go, okay, it helps me and I answered my questions and that's lovely. But can you imagine now that most of your interactions are going to be with AI? Most interactions will not be with other humans. Most of a human's interactions will be with a bot or AI. Even if it sounds like a human, it will be AI. And that kind of effect is go, I think it's.   we're going to see largely what we saw in COVID all over again, where people want to see and interact with and talk to and hang out with people. Yeah. And I think that's going to be incredibly valuable. Yeah. I think as humans, when we shift into a mode of isolation where we're no longer interacting with other people,   and you're spending the majority of your day talking to Claude and chat GPT and building things and you probably feel a lot of dopamine. You're like, look at all the stuff I'm getting done. But you're just contributing to the problem of AI slop. If you can make it easily, so can anybody else. And so it's not just about creating more stuff with AI. That isn't really a competitive advantage. Everybody can do that. The competitive advantage really is being in person.   It's those that the wealthy will be able to afford to slow down. The wealthy and the smart will be able to afford to be able to go slow, not faster. They'll be able to spend more time with people. They'll be able to spend more time with their family. They'll be able to spend more time going deeper into building real relationships.   These relationships you have with your AI agents aren't real relationships and they're not going to create the connection that humans need. And they're not going to create the connection and the feelings that your clients need. Clients don't just need their stuff done. That's not it. They need human connection. They need trust and they need to feel safe. So alienation is going to lead to isolation.   And isolation will lead to stagnation in your business because you're not around people that are actually making moves and figuring out how to connect and make a big difference. And the thing that we've noticed, because we've been in a lot of different programs, I mean, we've been in lots of different mass, high ticket masterminds, coaching programs. spend a lot of money every year.   That's a bright thing. Yeah, we've been in all the best programs out there. We probably have been in them or connected to them or whatever. And so we've been in a lot of different programs. We invest a lot. And the thing I've noticed is we've been in a lot of these programs, but the real benefit of the programs, most significant benefit is the caliber of the people physically in the room.   It's the people that we get to meet. It's not the guru at the helm. It's not their cool content or ideas. Everybody joins for the content, but it's really, it's the people, it's the connections. It's the community that's curated. And that's one of the things that we're really shifting our awareness and focus around. I've realized that transformation always happens in the room. It doesn't happen over Zoom. Wow, that rhymes. You can all quote me on that. That's a Jason Hall written all over.   Transformation happens in the room, not on Zoom. And Zoom calls the other thing related to fake internet theory. You can ask AI about this, people. AI people, go check me on this. There's a psychological effect that watching being on Zoom calls on video and watching video training material inside of even our DoorGro Academy does not, your brain does not perceive this as real life. It perceives it as   This digital universe, it's fake. And so we've noticed our clients aren't able to just watch a video and implement or absorb it mentally the same way. And once they get in person with us and they recognize we're real people and we give them a high five or a hug or whatever, and they come to our onboarding, because we onboard every Mastermind client in person now. We also have quarterly events that we're launching.   for about two years. We've been doing that for a long time. saw the writing on Huge game changer. And we decided, hey, let's go, we can go much deeper in person. Totally. Than we can ever get to on Zoom or on a phone call. So we decided that should be one of the first things that we do with people is really get them in momentum quickly. And what's the fastest way that we can do that? We can get them in person. Yeah, cause on Zoom, it's very easy for you to look like you're cool.   It's very easy for you to look like everything's put together. Slashy lights, like YouTubers, and you can get some books and stuff in the background. You're making fun of me now? Have a pretty background. I see what's going on. You can have a boring office without cool lights. We can both play this game. Okay. So what I'm saying is...   When you're on a Zoom call with a group of your peers and business owners and people maybe you look up to, it's very easy to not give people your real situation and not reveal what's really going on. That's hard to avoid doing in person, especially if you're called out or your mentor's calling you out. That's difficult. And so you need to be in the room because you have to get real feedback. You have to share your real challenges. You need to recognize they're real people. Your brain and unconscious mind and your subconscious need   to recognize these ideas that you maybe saw in video or see on Zoom or the people you see on Zoom are real. And there's something that clicks and shifts when we get our clients in person. All of their results shift. They make more money. They have breakthroughs. And your breakthroughs are on the other side of embarrassment. One of my mentors would share. And one of our mentors would share. And that's, you have to be willing to get real.   And real and raw happens in person. It's just not going to be the same on a Zoom call or on video or even digital marketing. We're looking at how we can do less of that ourselves and do more stuff that actually creates real connection and relationship with people. Because I think anybody can do anything digitally now Let me go take some property managers out to lunch.   That's what we need to do. We need to meet people face to face and in person. do door to door. Yeah. I know. I think there's going to be a secondary effect that we're going to see a lot of things shifting back to humans. We've spent so much time over the last decade sitting in front of computer, like so many people. And I think if AI does anything well for us, it will be that it gets us out from behind the computer and actually hanging out with   human beings again. And that should be the goal. And the people that are smart are going to be focused on that. And that's why our DoorGrow Mastermind, we've shifted the priority and the focus to being an in-person mastermind. And we've seen people have great success with this, our mentors like Aaron Stokes and others have great success with this. And that's what we're wanting to replicate and emulate.   And we want people to have real relationships. We want people to have a family, a cohort of property management business owners that feel connected and are doing cool stuff. And that way you can cut through all the AI slot because everything AI puts out sounds like it's great and amazing. Every landing page looks like, yeah, this sounds like it could be awesome. And so it's hard to know if anything is real at all.   and a lot of stuff on the internet is not even real anymore. A lot of the products you see aren't even like actually real or decent products. They've just got great AI marketing and you can go buy the product for like a third of the cost on Ali Express or Alibaba or whatever. Or you can go on Amazon. Some of these products I'm seeing on Instagram, you can go buy for like $50 cheaper on these small products on Amazon. And so it like, yeah. And AI can create courses too.   Anyone can get on any AI thing and go, hey, I have this idea and have this thought and I want to create a course and then sell this course online. Build me the whole course, build me the material, me the script. everything. You can even have AI. If you don't want to do the video for the course, you don't have to. I can just do it. You can summarize it. You can do that in minutes now.   What value is there in that? The challenge is, is that there's no way to know what really works. Right. Because AI is just making stuff up based on what it has in its knowledge base. We have a lot of awesome stuff that's behind our payroll. hitting the table because every time you do, it's a whole time shakes. Yes, dear. Okay. This is going to be, if someone's watching this podcast live, I'm so sorry if you're like ceasing. It's like bouncing a little bit.   It shakes. That's me. I'm moving around so much. Many earthquakes. Seizures. Got it. No taking. Okay. Well that's how you know it's not AI, right? You're shaking the table. AI's not going to say that to me. No, AI would Claude, how do I respond to my wife? All right. Awesome. All right. yeah, so this is the idea is   We want to shift towards reality and in person because if I'm talking with a property management business owner and they say, this is what I've done and it's actually working, whereas AI will just hallucinate, it'll make stuff up, it will lie and just make everything sound amazing because somebody could say, just make this sound like it's amazing and it works and it's awesome. And it might not be. And so how do you know it's real anymore? You're going to need to be around real humans that can say, I did this.   I tried this thing. I used this AI prompt and here is the result. It wasn't great. Or this worked. And more importantly, that's a bad idea because AI doesn't want to tell you if it's a bad idea. AI is so affirming. It goes, that's such a great idea. Yeah, you should definitely do that. Wait, whoa, whoa, whoa. Are you sure? Is that going to work? Yeah, you're on the right track. Yeah, you've got this dialed in so well. And then   You could also do this and no, no, no. You're not coming up with a new idea. You're a game changer. You're not just cool. You're awesome. right. So yeah, know AI is really bad at telling people bad news. Well, I know there's people listening and they're like, well, I use this and I have this problem. I get it. Like, but yeah, chat GPT. It's But you have to you feel amazing. You have to give a prompt.   in order to make it be more honest with you, in order to make it not just affirm everything that you say. So when we think about what is the programming of it, therefore then what is the validity of it? So we have to kind of reprogram it just in order to get better output from it and better data from it. That doesn't mean it's the best data. What is great data is here's a real person. They've been there, done that.   I'm going to trust that over what AI tells me any day of the week. Yeah. And people trust AI. Like, I use AI to do research on things because I'm like, this product claim real? Is this landing page on the level? And sometimes it's like, yes. And sometimes it's like, no, this is overinflated. This study they're citing is like, misreference, whatever. There's so much BS. So now we have to use AI to combat AI to figure out what's real. But this is going to be one of the secondary effects is we need to be   connecting with human beings and we need to be in the room with real people and in person. And that's what AI should enable us to do it. It should enable more humanity. It should enable more connection, not disconnect us. okay, anything else that we want to say about this? So if you're looking for something that is a real human, and if you're looking for human connection, then we've got...   Events coming up in October. I know that by the time this will be released, you'll miss the May event. But we do have live in-person events coming up in October that you would be able to attend. They will be in the North Austin, Texas area. And one of them will be our fall intensive. This will be for our clients. If you're not yet our client, then you still have some time to figure out, you know, hey, let's just jump in and try it out.   The other one is our DorgR Live event. And we've decided in this whole AI spirit, let's get people moving through things quickly. And instead of just sitting at another conference, because there's so many of those in property management, where you just sit at a conference and you go home with 38 pages of notes and all of these ideas that you would love to do, and maybe you're going to do one of two of them, and that's about it. And then in reality,   there's all of this other good stuff and you never really got to it. But had you implemented it, it might have changed the business. So we've decided to instead shift. So it's not a conference where you're going to be sitting there in the room, taking notes and learning, which is very valuable. That's still a valuable thing. We're just making it more valuable. So we're going to have some workshops built right into it so that you can go there.   do the work, take action, and you can move your business forward. And the way that we're structuring things is it will allow you to get 30 or more days of work done in the two days at the event. And it's in person with real humans. Yeah. So I'll read a little quote from our offer document for our growth accelerator mastermind. And it says, the room where property managers stop playing small.   Most property managers are stuck trying to grow from behind a screen. Watching webinars, sitting on Zoom calls, collecting PDS they'll never read and wondering why nothing changes. And nothing changes because your environment hasn't changed. You've got to get into a different environment. Environment changes the identity. Even fish will grow to the size of the container that they're in. You need a different container if you want to grow energetically, spiritually, mentally.   I don't know, maybe physically. All right, so the DoorGrowth Growth Accelerator Mastermind, our super system level of the mastermind, which is supposed to focus more on operations for higher level operators or business owners. This is not just a course. It's not an online program. I'll be AI. It's not A, it's B. It's like, this is what actually really works. This gets you real results. And so, yeah, so come.   is come be in a seat with us in Austin. Come hang out with us. Come hang out with us. We curate and attract like the most amazing entrepreneurs. We have a new team member named Kyle who's over Client Success. And Kyle, we were just chatting the other day, him and I, and he was like, I was talking about, have really awesome clients. He's like, I know, it's so amazing the type of people you attract. Like we attract, I believe, the best people in the industry. The best humans in property management are in DoorGrowth's mastermind.   and are working with DoorGrow. And a lot of the coaches, a lot of the people out there, they're past clients of mine. Like, DoorGrow's had a significant impact. And I'm obviously a bit biased, but I believe we have the best stuff in the industry to bring to the table. And we have the most comprehensive program. We help with growth. We help with ops. Nobody else has rebranded over 300 companies. Nobody else has built, well, maybe someone's built as many websites as us, but we built hundreds, probably six, seven, 100, 800 websites.   helped people clean up their pricing. We've rolled out innovative three-tier hybrid pricing models. We're helping clients dramatically increase their profit margins. If you feel like you've heard it all and you've worked with all the other coaches, you may want to take look at DoorGrow because we have the most comprehensive. There's lots of coaches that do one little thing here or there. And there's some really great ones out there. But as far as having the most comprehensive program and I think the most innovative ideas and strategies, that's the only way you can curate and   have that is through some sort of mastermind environment and that's what we've created at DoorGrow. Okay so there's tapping me on the leg saying stop selling like let's wrap this up. Is that accurate? I interpreting things correctly? Okay. You got it. All right. And there's salespeople are gonna sell I just say I want you to win and I don't hate money so and I want you to not hate money and I want to help you make more money. All right cool. Anything else? No. All right cool.   And we will do the outro and here's what this sounds like and this will be relevant. All right. So if you felt stuck or stagnant and want to take your property management business to the next level, reach out to us at doorgrow.com for free training on how to get unlimited free leads. Text the word leads to 512-648-4608. Also, you can join our free Facebook community just for property management business owners by going to doorgrowclub.com. We have launched our own   private community outside of Facebook. And so we'll be telling you more about that. The DoorGrowth Club will be somewhat shifting into this new awesome space. And if you want tips, tricks, and ideas to learn about our offers, subscribe to our newsletter by going to doorgrowth.com slash subscribe. And you can get our newsletter. And if you found this even a little bit helpful, don't forget to subscribe, leave us a review. We'd really appreciate it on whatever platform you saw this on. And until next time, remember the slowest path to growth.   is to do it alone. So let's grow together in the room together. Bye everyone.

For this episode, we're going to dig into what Commodus is calling “The Hunt for the Lost Treasure”. We start with one of Shahrazad's own stories: The tale of Ali Baba and the Forty Thieves. Then, we explore some lost cities -- some of which are purely fictional, and some of which have some very real history and archaeology behind them! Visit the World of Mythik website to learn more and to contribute your theories to our board! All stories told on Myths & Muses are original family-friendly adaptations of ancient myths and legends. Stories from ancient mythology can also sometimes deal with complicated topics for young listeners — to the mortal parents and caretakers reading this, we encourage listening along with your young demigods to help them navigate those topics as they explore these epic tales. [Transcript for Episode 4] If you'd like to submit something creative you've done inspired by the stories in Myths & Muses, use this form (with a Mortal Guardian's permission!). ----more---- Stuff to Read:  Ali Baba and the Forty Thieves The Search for the Lost City of Zerzura Discover the Hidden History of Tomb Robbing in Ancient Egypt Tomb Robbing in Ancient Egypt - World History Encyclopedia Stuff to Watch: Our curated YouTube playlist for the stories in this episode!  

Alice Han and special guest Ed Elson break down how Chinese investors are increasingly being shut out of America's hottest IPOs — even as China pours hundreds of billions into AI, robotics, and next-generation tech. They talk about the growing financial and technological divide between the U.S. and China, the Pentagon's decision to label companies like Alibaba, BYD, and Baidu as “Chinese Military Companies” and whether Washington and Beijing are entering a new era of financial decoupling. They also look at the big Chinese companies that could be next to IPO, and who China's Elon Musk might be.  Plus: the growing worker backlash as AI transforms China's labor market. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

TikTok, Alibaba, Temu, Shein. Allemaal Chinese bedrijven en merken die onze manier van winkelen fundamenteel veranderen. Waarom is China zo'n voorloper op dit gebied? En waar blijft de Nederlandse concurrentie? Te gast is John Lin, China-retaildeskundige in BNR's Big Five van het Nieuwe Winkelen. Gasten in BNR's Big Five van het nieuwe winkelen -Liam Tjoa, CEO van social media-marketingbureau GoSpooky -John Lin, China-retaildeskundige -Margriet Sitskoorn, hoogleraar Klinische Neuropsychologie aan de Tilburg University -Kitty Koelemeijer, hoogleraar Marketing aan de Nyenrode Business Universiteit -Martijn Snoep, bestuursvoorzitter van de Autoriteit Consument en Markt (ACM)See omnystudio.com/listener for privacy information.

The Pentagon's decision to add multiple Chinese companies — including e-commerce giant Alibaba, search engine Baidu and electric vehicle manufacturer BYD — to its updated Section 1260H list of alleged "Chinese military companies" is a groundless suppression of Chinese enterprises that severely harms their legitimate rights and interests.美国五角大楼更新所谓 "中国军方公司" 第 1260H 条款清单，将电商巨头阿里巴巴、搜索引擎百度、电动汽车制造商比亚迪等多家中国企业列入其中。这是对中国企业的无端打压，严重损害了中国企业的合法权益。The misleading designation mainly restricts Pentagon procurement and serves as a warning signal to investors and government agencies. The US administration is using the list to target China's technology companies by means of weaponized trade restrictions.这份误导性的清单主要用于限制五角大楼采购，同时向投资者和政府机构发出警示。美国政府正将贸易限制武器化，借这份清单打压中国科技企业。As a spokesperson for China's Ministry of Commerce said on Saturday in a statement on the US Department of Defense's decision, the US side has ignored the consensus reached during the meeting between the heads of state of the two countries in Beijing, disregarded the overall interests of bilateral economic and trade relations, continuously generalized the concept of "national security" and abused state power to unjustifiably suppress Chinese enterprises.中国商务部发言人周六就美方决定发表声明。发言人指出，美方无视两国元首北京会晤达成的共识，不顾双边经贸关系大局，不断泛化 "国家安全" 概念，滥用国家权力无端打压中国企业。The Pentagon's list now extends far beyond enterprises traditionally associated with weapons production and increasingly encompasses sectors that sit at the center of the global digital economy and high-tech innovation.如今，五角大楼这份清单的覆盖范围早已超出传统军工企业，越来越多地伸向全球数字经济和科技创新的核心领域。In the eyes of the US administration, technologies once regarded as commercial — semiconductors, artificial intelligence, cloud computing, batteries, robotics and advanced manufacturing — have become strategic assets with military implications. The distinction between civilian and military technology is fading. This shines a light on the US administration's reliance on sanctions as a sop for the US' growing anxiety about the loss of its competitiveness in advanced technology.在美国政府眼中，半导体、人工智能、云计算、电池、机器人、先进制造这些原本的民用技术，都成了带有军事意义的战略资产，军民技术的界限正在被刻意模糊。这充分暴露了一个事实：美国对自身先进技术竞争力的流失越来越焦虑，只能靠制裁来缓解这种焦虑。The US administration's increasingly expansive use of "security" instruments targeting Chinese companies suggests a superpower grappling with the uncomfortable reality that the US' technological leadership can no longer be taken for granted. So the Pentagon's latest action can be interpreted as part of a broader strategy aimed at "decoupling" from China's supply chains and weakening its high-tech competitiveness.美国针对中国企业越来越频繁地动用 "安全" 工具，恰恰说明这个超级大国正在面对一个难以接受的现实：美国的技术领先地位，早已不是理所当然。五角大楼此次的最新举动，就是其对华供应链 "脱钩"、削弱中国高科技竞争力这一整体战略的一部分。In practice, the US move is forcing the formation of parallel technological systems. In doing so, it is seriously disrupting the international economic and trade order, undermining the stability of global industry and supply chains, and dramatically increasing the operating costs of the world economy and global trade.美方此举实际上是在强行推动两套技术体系并行。这严重扰乱了国际经贸秩序，破坏了全球产业链供应链稳定，大幅推高了世界经济和全球贸易的运行成本。The outcomes achieved by China and the US under mechanisms such as bilateral economic and trade consultations should also be understood and assessed within this broader context of the cumulative effect of the US administration's export controls, investment restrictions, entity listings and military-company designation.中美通过双边经贸磋商等机制取得的所有成果，都要放在这个大背景下评估。美方不断出台出口管制、投资限制、实体清单、军方认定等措施，其累积效应正在持续侵蚀双方合作的基础。The danger is that the US side is forcing China-US economic relations to become trapped in a self-reinforcing cycle. Washington always sees "security threats" and imposes restrictions. That leaves Beijing no choice but to take corresponding countermeasures.更危险的是，美方正迫使中美经贸关系陷入恶性循环：华盛顿总能找到 "安全威胁" 的借口实施限制，北京则不得不采取相应反制措施。China urges the US side to stop its wrong practices, revoke the relevant measures, return to the right track of building a constructive China-US relationship of strategic stability, and provide fair, just and nondiscriminatory treatment to Chinese companies, said the spokesperson for the Ministry of Commerce of China.中国商务部发言人表示，中方敦促美方立即停止错误做法，撤销相关措施，回到构建具有战略稳定性的中美建设性关系的正确轨道，为中国企业提供公平、公正、非歧视的营商环境。Otherwise, China will take resolute and strong countermeasures, and all consequences and responsibilities arising therefrom shall be borne by the US side, the spokesperson added.发言人强调，否则中方将采取坚决有力的反制措施，由此产生的一切后果和责任，完全由美方承担。Neither the trend of economic globalization nor the laws of the market will allow the US to use political force to impose parallel technological systems on the world without causing significant harm — both globally and to itself. The global economy remains deeply intertwined, and the technologies of the future depend on complex international supply chains that stretch from Silicon Valley to Shenzhen.经济全球化的大势不会逆转，市场规律也不会以人的意志为转移。美国不可能动用政治力量强行在全球推行两套并行的技术体系而不付出代价 —— 这种伤害既针对全世界，最终也会反噬美国自身。全球经济早已深度融合，未来的技术发展，离不开从硅谷到深圳这条完整的国际供应链。If the US president's first visit to China in nine years last month was intended to stabilize relations, the Pentagon's latest move does the opposite. While the Chinese side has made clear its willingness to steady bilateral ties through cooperation and exchanges, the US side seems intent on demonstrating its readiness to further embed what it sees as Sino-US strategic competition in commerce, technology and finance.如果说上月美国总统九年来首次访华是为了稳定两国关系，那么五角大楼此次的举动，完全是在背道而驰。中方已经明确表态，愿意通过合作交流稳定双边关系，但美方却执意要将所谓的中美战略竞争，进一步嵌入经贸、科技、金融的方方面面。And once "national security" becomes the organizing principle of economic policy, every company risks being used as a soldier. The Pentagon's latest blacklist suggests that such a future might already have arrived.一旦 "国家安全" 成为经济政策的最高原则，每家企业都可能沦为大国博弈的棋子。五角大楼这份最新的黑名单告诉我们：这样的未来，或许已经到来。suppression /səˈpreʃn/ n. 打压，压制decoupling /diːˈkʌplɪŋ/ n. 脱钩countermeasure /ˈkaʊntəmeʒə(r)/ n. 反制措施sanction /ˈsæŋkʃn/ n. 制裁

Bloomberg reported that Tencent-backed Enflame Technology is preparing an IPO, joining a wave of Chinese AI chip designers seeking public capital. The move follows tightened US export controls in October 2023 and October 2024 that restricted Nvidia's higher end accelerators to China. Chinese cloud providers, including those run by Tencent, Alibaba, and Baidu, have tested domestic options such as Huawei's Ascend line to diversify supply. An IPO would provide Enflame with capital for product roadmaps, software development, and partnerships. For global founders, the development adds pricing pressure, increases hardware diversity, and heightens the need for portability planning and compliance monitoring.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

VOV1 - Bộ Thương mại Trung Quốc ngày 13/6 cáo buộc việc Mỹ đưa nhiều doanh nghiệp Trung Quốc vào “danh sách doanh nghiệp quân sự” là động thái phớt lờ đồng thuận đạt được giữa nguyên thủ hai nước và gây tổn hại nghiêm trọng tới quan hệ kinh tế - thương mại song phương.Trong phản hồi đăng tải trên trang web chính thức dưới hình thức trả lời câu hỏi báo chí, người phát ngôn Bộ Thương mại Trung Quốc nêu rõ, phía Mỹ đã “phớt lờ đồng thuận quan trọng đạt được tại cuộc gặp giữa lãnh đạo hai nước ở Bắc Kinh”, đồng thời không tính đến tổng thể quan hệ kinh tế - thương mại Trung - Mỹ. Người phát ngôn cáo buộc Mỹ liên tục mở rộng khái niệm an ninh quốc gia, lạm dụng quyền lực nhà nước để gây sức ép và “đàn áp vô lý” đối với các doanh nghiệp Trung Quốc.Theo phía Trung Quốc, các biện pháp của Mỹ đã “phá hoại nghiêm trọng trật tự kinh tế - thương mại quốc tế”, làm gián đoạn sự ổn định của chuỗi cung ứng và sản xuất toàn cầu, đồng thời xâm hại quyền và lợi ích hợp pháp của doanh nghiệp Trung Quốc.Bộ Thương mại Trung Quốc kêu gọi Mỹ “lập tức chấm dứt các hành động sai lầm, hủy bỏ các biện pháp liên quan”, đồng thời quay trở lại “quỹ đạo đúng đắn” trong việc xây dựng quan hệ chiến lược ổn định và mang tính xây dựng giữa hai nước. Trung Quốc cũng yêu cầu Mỹ đảm bảo môi trường cạnh tranh công bằng, không phân biệt đối xử đối với doanh nghiệp Trung Quốc.Cơ quan này cảnh báo, nếu phía Mỹ không thay đổi lập trường, Trung Quốc sẽ áp dụng các biện pháp đáp trả mạnh mẽ.Trước đó, ngày 8/6, Bộ Quốc phòng Mỹ đã công bố phiên bản mới nhất của “Danh sách doanh nghiệp công nghiệp quốc phòng Trung Quốc” (danh sách 1260H), bổ sung hơn 10 doanh nghiệp lớn của Trung Quốc trong các lĩnh vực công nghệ, sinh học – dược phẩm, năng lượng quang điện và robot.Danh sách cập nhật bao gồm tổng cộng 80 tập đoàn và gần 188 thực thể liên quan, trong đó có nhiều tên tuổi lớn như Alibaba, Baidu, BYD, NIO, WuXi AppTec, Trina Solar và Unitree Robotics./.Trung Kiên/VOV Bắc KinhẢnh minh họa. reuters

Carl Quintanilla, Jim Cramer and David Faber kicked off wall-to-wall coverage of SpaceX's public debut day. Elon Musk's company was valued at nearly $1.8 trillion after pricing its record-setting IPO at $135 per share. The anchors explored what's at stake for the markets and investors. You'll hear Musk's speech to SpaceX employees at the company's headquarters in Starbase, Texas. Also in the mix: Cramer's message on SpaceX's opening trade, a live report from the trading floor of Morgan Stanley — one of the lead underwriters of the SpaceX IPO, a flashback to the first trading days for companies including Tesla, Facebook (now Meta) and Alibaba.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CannCon and Alpha Warrior unpack one of the most disorienting twenty four hour stretches of Trump's second term. At sunrise the President posts that the US will be hitting Iran very hard tonight and seizing Karg Island and Iran's oil markets the way it did with Venezuela. Four hours later he cancels the strikes after saying a deal was approved by Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, and Egypt. The guys replay the old Ghost in the Machine psyop videos to frame what they are watching and read straight from the Fifth Generation Warfare book on Target Audience analysis. Alpha makes the central argument of the show. The roller coaster is not aimed at us. The red pilled are not the target. The normies are. Trump is balancing global power to a reset point while breaking decades of conditioning about who our allies and enemies are. The second half digs into Jay Clayton being named the permanent DNI. UPenn, Sullivan and Cromwell, the firm of John Foster and Allen Dulles, Bear Stearns, Alibaba, the Tren de Aragua RICO case, and his CNBC appearance hours before the announcement.

SpaceX concreta el mayor debut en bolsa en la historia, Vix entra a la cancha mundialista con el pie izquierdo, Perú mantiene la tasa de interés sin cambios mientras aguarda el resultado de las elecciones presidenciales, el flujo de petróleo en Ormuz repunta y Alibaba quiere mantenerse entre los mayores e-commerce de China con una compra.Patrocinado | Aeroméxico, la aerolínea más puntual del mundo por segundo año consecutivo. Conoce más aquí. https://www.bloomberglinea.com/brandedcontent/aeromexico-es-la-aerolinea-mas-puntual-del-mundo-por-segundo-ano-consecutivo-segun-el-reporte-de-cirium/

Herkese merhaba! Kısa bir aradan ve geçirdiğim rahatsızlıktan sonra Yapay Zeka'da Bu Hafta serimizin 5. sezonuyla ve klasik stüdyomuzdan tekrar karşınızdayız. Bu hafta masamızda inanılmaz gelişmeler var. İnternet trafiğinde yapay zeka botlarının %57.4 oranıyla insanları geçmesinden , Apple'ın WWDC'de duyurduğu gelişmiş yeni Siri özelliklerine kadar sektörü sarsan birçok konuyu ele aldık. Elon Musk'ın uzaya güneş enerjisiyle çalışan veri merkezi kurma planları ve SpaceX'in halka arz dedikoduları da gündemimizdeydi. Ayrıca Çin'in devasa 295 milyar dolarlık yapay zeka yatırımını , Anthropic'in sınırları zorlayan son modelini ve İngiltere Rekabet Kurumu'nun (CMA) Google'a yönelik içerik üreticilerini koruyan emsal kararını detaylıca konuştuk. Piyasaya yeni çıkan Ideogram ve Runway gibi görsel üreticileri incelerken , "tamamen yapay zeka ile üretilen içeriklere karşı yorulduk mu?" sorusunu da tartışmaya açtık. Videoyu beğenmeyi, düşüncelerinizi yorumlarda paylaşmayı ve içeriklerimizi kaçırmamak için kanalımıza abone olmayı lütfen unutmayın! İyi seyirler!00:00 - Giriş, sağlık sorunları sonrası 5. Sezona merhaba ve stüdyoya dönüş 00:03:06 - Apple WWDC toplantısı ve yeni akıllanmış Siri özellikleri 00:06:13 - Microsoft'un MAI serisi yapay zeka modelleri ve yeni su tasarruflu soğutma sistemi 00:08:29 - Elon Musk'ın uzayda veri merkezi kurma planı ve SpaceX'in halka arzı 00:11:57 - BYD'nin yatırımları üzerine kısa değerlendirme 00:12:33 - Anthropic'in yüksek performanslı yeni modeli ve detayları 00:15:33 - İnternet trafiğinde yapay zeka botlarının insanları geçmesi (%57.4) 00:17:01 - İngiltere Rekabet Otoritesi'nin (CMA) Google ve içerik üreticileri üzerine aldığı karar 00:20:54 - Yeni görsel ve video üretici araçlar: Runway, Alibaba ve açık kaynaklı Ideogram 00:23:16 - Tamamen yapay zeka ile üretilmiş içeriklere karşı gelişen yorgunluk ve TRT Spor örneği 00:26:40 - Reve uygulamasının gelişmiş 2.0 sürümü 00:27:26 - Çin'in 295 milyar dolarlık devasa veri merkezi ve yapay zeka altyapı planı 00:30:10 - Google'ın ön kamerayla pasif kalp atışı ölçümü ve kapanış#yapayzeka #teknoloji #haber

SCHEDULE JOHN BATCHELOR SHOW, 6-10-26.Greg Scarlatoiu analyzes Xi Jinping's visit to Pyongyang, noting that Kim Jong-un now views himself as a strategic equal to Xi and Putin. Despite sanctions, North Korea's economy shows a facade of growth fueled by billions made exporting artillery and special forces to Russia. Kim is also modernizing his security apparatus into a structure similar to Russia's FSB. (1)Professor Jim Holmes discusses the naval balance between the U.S. and China, suggesting the PLA Navy aims for six aircraft carriers to project power in the Western Pacific and Indian Ocean. While China has made strides in naval aviation without the heavy losses the U.S. historically endured, Holmes believes they still lag behind in technological sophistication and human tactical proficiency. (2)Victoria Coates highlights Taiwan's indispensable role in the global AI revolution through TSMC's high-end chip production, which the U.S. and China currently cannot replicate. She emphasizes that Taiwan's engineering "super workers" are a state secret. Coates also discusses the political friction in Washington regarding arms sales and the need for Taiwan to increase its own defense spending. (3)Victoria Coates addresses the Pentagon's decision to list major Chinese companies like BYD and Alibaba as security risks due to their military ties. She argues for clear country-of-origin labeling on products to inform American consumers. Furthermore, Coates criticizes the Biden administration for prioritizing climate goals over addressing China's use of forced labor in the solar panel supply chain. (4)Natalie Ecanow details Qatar's massive $400 billion investment footprint in the United States, including high-profile real estate like New York's Park Lane Hotel and significant orders for Boeing aircraft. She argues these investments are not merely financial but serve to buy long-term political influence and goodwill with American policymakers, regardless of party affiliation, by embedding Qatari wealth into the U.S. economy. (5)Natalie Ecanow explains that Qatari wealth is controlled by the Al-Thani autocracy, whose values often conflict with U.S. interests, such as their support for Hamas and the Taliban. She highlights the lack of transparency in Qatarifunding, citing a lawsuit that revealed nearly half a billion dollars in undisclosed money sent to Texas A&M University, and calls for stricter U.S. disclosure laws. (6)Joel Kotkin examines the definition of fascism, arguing that Italian Prime Minister Giorgia Meloni is not a fascist because she respects democratic norms. He identifies China's government-led economy as the closest modern parallel to historical fascism. Kotkin also warns of "techno-fascism," where a small group of global tech companies exert unprecedented control over public opinion and information through surveillance tools. (7)Joel Kotkin disputes the label of "fascist" for the MAGA movement, noting it lacks the youth-driven, paramilitary organization characteristic of movements led by Mussolini or Hitler. He describes MAGA as a chaotic coalition of various interest groups held together by Donald Trump's personality. Kotkin emphasizes that using the term as a political slur ruins the possibility of necessary civil discourse. (8)Michael Bernstam discusses a looming glut of liquefied natural gas driven by record U.S. shale production, which is stabilizing energy prices in Europe. Regarding Russia, he explains that while crude exports continue, Ukrainian drone strikes on refineries have created a domestic manufacturing crisis, leading to fuel shortages for Russian agriculture and industry that are difficult to repair under sanctions. (9)Michael Bernstam reveals that China has significantly reduced its oil imports by nearly half by drawing on massive strategic reserves of 1.4 billion barrels and increasing electric vehicle adoption. Simultaneously, the U.S. has reached record domestic oil production of nearly 14 million barrels per day. These factors combined help lower global oil prices despite declining inventories in other OECD countries. (10)Tal Fortgang explores Justice Scalia's legal philosophy through a biography by James Rosen, focusing on Scalia's dissent in Lee v. Weisman regarding religious benedictions at public graduations. Fortgang explains how Scaliapopularized "originalism" and "textualism," arguing that the Constitution should be interpreted based on the original public meaning of the text rather than through subjective "moral readings" by judges. (11)Tal Fortgang discusses the "Scalian revolution" that shifted the Supreme Court toward judicial restraint. He notes that while Scalia faced a hostile press and "nasty" internal criticism from colleagues like Harry Blackmun, his ideas eventually prevailed. Fortgang also observes that the modern partisan venom in confirmation hearings began during Scalia's era with the contentious treatment of Robert Bork and Clarence Thomas. (12)Simon Constable reports from France on falling global commodity prices for food and energy due to supply meeting demand. He then shifts to the immigration crisis in Britain, where violent incidents in Belfast and Southampton have fueled public outrage. Constable attributes the unrest to a failure of both major parties to manage unfettered immigration and the lack of cultural integration. (13)Simon Constable discusses the declining popularity of UK Prime Minister Keir Starmer and the potential rise of challengers like Andy Burnham. He highlights a dramatic shift in British public opinion, with polling by Lord Ashcroftshowing that a vast majority of Labour, Liberal Democrat, and Green voters—and even a third of Conservatives—now favor rejoining the European Union after a decade of Brexit. (14)Bob Zimmerman tracks the transition to commercial space, noting that private companies like Vast are leading the race to build stations to replace the aging ISS. He discusses Amazon's struggle to launch its satellite constellation due to rocket delays, contrasted with SpaceX's efficiency. Zimmerman also reports on a milestone for SpaceX, as a single Falcon 9 booster successfully completed a record 35th flight. (15)Bob Zimmerman highlights discoveries by the James Webb Space Telescope, including a black hole 6 billion times the mass of the sun located 10 billion light-years away. He also describes a "flickering" quasar from the early universe that challenges current Big Bang theories. Finally, Zimmerman provides an update on the Curiosity rover as it travels through the "Grand" valley on its ascent of Mars. (16)Two name fixes: Joel Cotkin → Joel Kotkin (7, 8) — the urbanist/scholar's correct spelling Natalie Eacano → Natalie Ecanow (5, 6) — the FDD scholar's correct spelling

Victoria Coates addresses the Pentagon's decision to list major Chinese companies like BYD and Alibaba as security risks due to their military ties. She argues for clear country-of-origin labeling on products to inform American consumers. Furthermore, Coates criticizes the Biden administration for prioritizing climate goals over addressing China's use of forced labor in the solar panel supply chain. (4)

Market update for Thursday June 11thCheck out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:A hot PPI inflation report and escalation with IranOracle's monster quarter that still sent the stock tumbling OpenAI weighing drastic price cuts as an AI price war brews with AnthropicNavan soars on earnings while Beijing slaps down Alibaba and JD.comWhy World Cup ticket prices are falling

The headlines about China's economy often tell two contradictory stories at once: recovery and stagnation, consumer confidence and persistent caution, tech boom and structural drag. Making sense of what's actually happening requires someone who's tracking the data closely, week by week, from the ground up. Robert Wu does exactly that through Baiguan, a consultancy and popular newsletter that covers the Chinese economy, consumer trends, and business developments.In this episode, Robert gives us his unfiltered read on the state of China's economy in 2026. He breaks down two trends his recent newsletter highlighted: what's happening in the real estate market and whether salary recovery is real or overstated. He also assesses consumer sentiment and what it's actually showing up in spending behaviour across categories.Robert then takes us through a series of sector-specific spotlights: the auto market and whether robotaxis are genuinely scaling or still in hype territory; Pop Mart's trajectory and what it signals about Chinese consumer brands going global; DeepSeek's latest model and what it reveals about China's AI competitive position; and the food delivery war between Meituan and its challengers, and what that tells us about the state of China's consumer internet.He closes with the key variables that will shape the rest of the Chinese economy in 2026, and what international businesses should understand about China that isn't making it into the headlines. Discussion Points·       What Baiguan is, who Robert writes for, and what led him to cover the Chinese economy·       High-level read on the state of China's economy in 2026: recovery, stagnation, or something more complex·       Real estate market update: what the data is showing and whether the sector has turned a corner·       Salary recovery: how real it is, which segments are seeing it, and what it means for consumer spending·       Consumer sentiment assessment: how people are actually feeling and how it's showing up in spending patterns·       Auto market dynamics and the robotaxi question: genuine scaling or early-stage hype·       Pop Mart: bullish or bearish, and what its trajectory tells us about C-brand globalisation·       DeepSeek's new model and what it signals about China's AI competitive position relative to the West·       The food delivery war: who's winning, who's losing, and what it reveals about China's consumer internet·       Key variables to watch for the rest of 2026 and what international businesses are missing about China

On today's show Andrew and Bill begin with takeaways from Xi's visit to North Korea this week, including the conspicuous silence on North Korea's nuclearization, Kim Jong Un's assistance to Russia's war in Ukraine, Beijing as Kim's top priority, U.S.-Japan dialogue on regional nuclear threats, and an email about the PRC as a communist country. From there: CPPCC Chairman Wang Huning leads an inspection tour of Xinjiang ahead of the July 1st implementation of the national ethnic unity law, plus thoughts on Xinjiang's strategic importance generally and why Beijing sees its recent efforts as successful. At the end: China preps for an AI infrastructure buildout, the Pentagon alleges that Alibaba, Baidu and BYD are linked to the PLA, the Busan truce is being tested by both sides, and two Knicks stars wish students good luck on the GaoKao.

As AI investment accelerates, we explore how retail investors can capitalise on capital flowing away from software toward the infrastructure powering the revolution. Arun Pai, Partner at Monk's Hill Ventures, shares his investment guiding stars and weighs in on whether retail investors are already late to the AI semiconductor trade. Michelle and Arun also examine SpaceX's blockbuster IPO, unprecedented investor demand, and whether Starlink could ultimately become more valuable than the rocket business itself. Plus, could Alibaba become the contrarian AI trade of the next decade?See omnystudio.com/listener for privacy information.

El gobierno federal dijo que habrá trabajo a distancia para oficinas públicas en la capital y suspendió clases el día de la inauguración del Mundial 2026, para que la ciudad funcione de manera más ordenada.El canciller mexicano Roberto Velasco y el secretario de Estado estadounidense, Marco Rubio, se echaron un fonazo. De acuerdo con los gobiernos de México y Estados Unidos, la conversación se desarrolló en un tono cordial.El PAN sufrió uno de sus peores resultados electorales en Coahuila tras las elecciones legislativas del 7 de junio y perdió su registro en el estado. Karim Khan, fiscal jefe de la Corte Penal Internacional, fue suspendido y está siendo investigado por presunta conducta sexual indebida contra una asistente.El Departamento de Defensa incluyó a gigantes tecnológicos e industriales como Alibaba, Baidu y BYD en su lista de “empresas militares chinas”. Justo 40 años después de haber creado los carteles para el Mundial 1986, la reconocida fotógrafa estadounidense Annie Leibovitz regresó al mundo del fútbol con la exposición “Futbol 2026”. Y para el vaso medio lleno… Un equipo internacional de científicos descubrió más de 70 posibles especies nuevas para la ciencia en la meseta de Lisima, en Angola. Para enterarte de más noticias, suscríbete aquí a nuestro newsletter y síguenos en redes sociales. Estamos en todas las plataformas como Te lo cuento. Hosted on Acast. See acast.com/privacy for more information.

A downed U.S. helicopter crew is rescued by a sea drone near the Strait of Hormuz, an Israeli strike on Lebanon's Tyre kills at least 8, Karmelo Anthony is found guilty in the fatal stabbing of Austin Metcalf at a track meet in Texas, a stabbing in Belfast sparks protests, ICC chief prosecutor Karim Khan is suspended over misconduct allegations, the Pentagon adds Alibaba and dozens of other firms to its Chinese military list, OpenAI confidentially files for a U.S. IPO, over $37.5 billion in U.K. funds allegedly reached terrorists and criminals between 2015 and 2021, the world's 65 largest banks committed $906 billion to fossil fuel financing in 2025, and Nasa names the Artemis III crew for its 2027 orbit mission. Sources: Verity.News

Beijing has criticized Washington for adding several Chinese companies to a list of entities allegedly supporting China's military, urging the United States to "correct its erroneous practices".中方批评美方将多家中国企业列入一份所谓的“涉军”实体清单，并敦促美方“纠正错误做法”。On Monday, the US Defense Department added several major Chinese companies, including Alibaba, Baidu and BYD, to the list, according to US media.据美国媒体报道，美国国防部于6月8日将阿里巴巴、百度、比亚迪等多家中国知名企业列入该清单。Responding at a daily news briefing in Beijing on Tuesday, Foreign Ministry spokesman Lin Jian said, "China has consistently and firmly opposed the US overstretching the concept of national security and formulating various types of discriminatory lists to go after Chinese businesses.中国外交部发言人林剑6月9日在北京举行的例行记者会上回应称，“中方一贯坚决反对美方泛化国家安全概念，划设各类名目的歧视性清单，无理打压中国企业。"We urge the US to correct its erroneous practices and stop its unwarranted suppression of Chinese enterprises," Lin said.“我们敦促美方纠正错误做法，停止对中国企业的无理打压，”林剑表示。China will take necessary measures to firmly safeguard the legitimate rights and interests of Chinese enterprises, he added.他补充道，中方将采取必要措施，坚定维护中国企业的正当合法权益。According to leading IT news portal TechCrunch, the list — known as the 1260H list, after the specific section of the 2021 National Defense Authorization Act that created it — "is just one tool that the US has used to place restrictions on Chinese tech".据美国知名科技资讯网站TechCrunch报道，这份所谓的“1260H清单”是根据美国《2021财年国防授权法案》第1260H条款设立，“仅仅是美国用来限制中国科技发展的工具之一”。The updated list, which supersedes an earlier 2025 version, now includes a broad swathe of China's top technology companies, according to Reuters.据路透社报道，更新后的清单取代了2025年的先前版本，如今涵盖了中国一大批顶尖科技公司。It also reported that other companies added include biotech enterprise WuXi AppTec, artificial intelligence-driven robotics company RoboSense Technology Co and Unitree, a leading Chinese maker of humanoid and quadruped robots.报道还指出，被新增列入的其他企业包括生物科技企业药明康德、人工智能驱动的机器人公司速腾聚创，以及中国领先的人形与四足机器人制造商宇树科技。Baidu said in a statement to Tech-Crunch that "the suggestion that Baidu is a military company is entirely baseless. We will not hesitate to use all options available to us to have the company removed from the list".百度在给TechCrunch的一份声明中表示，“所谓百度是一家军工企业的说法毫无根据。我们将毫不犹豫地利用一切可用手段将该公司从清单中移除。”Alibaba told TechCrunch that it "is not a Chinese military company nor part of any military-civil fusion strategy", adding that it will take all available legal action against attempts to misrepresent the company.阿里巴巴在给TechCrunch的声明中表示，其“既不是中国军工企业，也未参与任何军民融合战略”，并补充称，将对任何试图歪曲该公司的行为采取一切可用的法律行动。discriminatory list /dɪˈskrɪmɪnətəri lɪst/歧视性清单unwarranted suppression /ʌnˈwɒrəntɪd səˈpreʃən/无理打压1260H list /wʌn tuː sɪks əʊ eɪtʃ lɪst/ 1260H清单（美国防授权法案第1260H条）National Defense Authorization Act (NDAA) /ˈnæʃənəl dɪˈfens ˌɔːθəraɪˈzeɪʃən ækt/国防授权法案quadruped robot /ˈkwɒdrʊped ˈrəʊbɒt/四足机器人military-civil fusion strategy /ˈmɪlɪtəri ˈsɪvəl ˈfjuːʒən ˈstrætədʒi/军民融合战略

A.M. Edition for June 9. OpenAI has privately filed for an IPO, setting the ChatGPT creator up to potentially listing as soon as this fall. WSJ tech reporter Sam Schechner says the filing comes amid intense competition with rival Anthropic and Elon Musk's SpaceX and who will get the biggest slice of public investor money this year. Plus, the Pentagon targets Alibaba, Baidu and BYD in a new Chinese military blacklist. And from London Tech Week, our conversation with the founder of AI voice company ElevenLabs, Mati Staniszewski. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

US President Trump said they are negotiating regarding Iran and a victory will happen very soon; he stated they will declare total victory in two weeks; Brent Aug'26 -1.1%Trump was said to have warned Israeli PM Netanyahu that if he turns escalation into war, he will be left alone against Iran. He also told the Israeli PM that if he does not get an Iran deal within a few days, he would lead the strikes on Iran.A top Iranian official casted doubt on a deal being imminently reached between the US and Iran, telling CNN that major roadblocks persist on issues like Iran's nuclear program and uranium enrichment.Pentagon accused several Chinese tech-giants (Alibaba, Baidu, BYD, Tencent) of aiding the Chinese military.APAC stocks traded mixed; European equity futures are indicative of a slightly weaker open.DXY is incrementally lower with G10s broadly firmer, and the Kiwi outperforms.Looking ahead, highlights include German Balance of Trade, Exports, Imports (Apr), Mexican Inflation (May), US ADP Weekly Change, Exports/Imports, Atlanta Fed GDP, Existing Home Sales (May), Wholesale Inventories (Apr), Canadian Exports/Imports (Apr), EIA STEO (Jun), Comments from ECB President Lagarde, Supply from Netherlands, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Trump administration released the updated version of the list four months ago and then quickly pulled it without explaining why Also, as AI experimentation grows more expensive, Apple is waiving cloud API costs for developers with fewer than 2 million first-time App Store downloads. And Tools for Humanity, Sam Altman's identify verification company, is reportedly struggling to generate revenue and will downsize its staff. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this presentation from Ultimate Partner Live, industry analyst Jay McBain breaks down the monumental macroeconomic shifts rewriting the tech sector in 2026. https://youtu.be/r0qTDyw97Gs As the industry rapidly approaches a $6.07 trillion valuation, driven by massive AI infrastructure investments from Sam Altman and the “Magnificent Seven,” traditional sales and channel models are fundamentally collapsing. McBain reveals how buyer demographics have transformed to an integration-first millennial base, why marketplace ecosystems now command over half of all partner-funded deals, and how a tiny elite of just 1,000 tech service providers control two-thirds of global tech revenue. Learn the exact mechanics behind how Microsoft out-partnered AWS to win 26 straight quarters of dominant growth and how your business can deploy an algorithmic early warning system to capture massive wallet share before competitors even step into the boardroom. Key Takeaways Over half of the Fortune 500 companies vanish every 20 years because their leadership fails to anticipate macroeconomic technological cycles. The true opportunity in the $6.5 trillion AI boom lies not in single vendor products, but in the hardware, software, services, and telecom ecosystem surrounding them. Indirect tech sales are undergoing a structural shift toward direct cloud hyperscaler models driven heavily by Nvidia's core infrastructure client base. Modern business deals are won or lost months before the point of sale based on the average of 6.3 partners surrounding a customer’s environment. Over 51% of tech buyers are now millennials who prioritize software integration capabilities and digital marketplaces over traditional human sales interactions. Tech service economics are pivoting aggressively away from upfront margins toward point-based multi-partner funding across subscription cycles. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Nvidia AI buildout, $7 trillion AI opportunity, cloud ecosystem decade, Microsoft vs AWS growth, multi-partner cloud deals, digital marketplace migration, millennial B2B buyers, B2B tech subscription economics, tokenized micro consumption, tech services wallet share, hybrid cloud infrastructure, 28 customer moments, IT services industry growth, telecom spend breakdown, channel chief strategy, managed service providers MSP, global systems integrators GSI, software integration first, point-based vendor incentives, automated co-selling workflows Transcript JAY McBAIN AUDIO PODCAST [00:00:00] Jay McBain: So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book, but chapter one is always you Blame the CEO. [00:00:13] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. With that, I am incredibly blessed to invite a friend of mine to the stage. I have a quick little side note, like I found an old LinkedIn post from this gentleman from like many years ago, like 20 years ago. [00:00:39] Vince Menzione: And I wasn’t really that nice to you on that LinkedIn post. Like, oh, like this is before Jay became the Jay, that we all know Jay to be j. But he was in the space and I was at Microsoft doing something and he reached out about something. It was kind of rude, Jay. I was like, oh my gosh. I can’t believe. But Jay has been a great friend. [00:00:54] Vince Menzione: When we started the podcast back up, uh, during COVID we started doing podcasts together. When we moved to the studio, Jay was the first person in the studio. He’s always got a spot, uh, at our events. He’s s Spot Art, and, and he’s a great friend and supporter of Ultimate Partner Jay McBain. For those of you who don’t know him, Jay, welcome. [00:01:13] Vince Menzione: Thank you, sir. [00:01:22] Jay McBain: 31 days ago, we landed Artemis two. The furthest humans have ever been away from the planet Earth 57 years ago. We landed on the moon in the 56 years. Between those two moments, the tech industry has been the fastest growing industry in the world. Every single year we moved from the space race to the technology race, and we’re just getting started. [00:01:46] Jay McBain: If you’re old enough, you’ll recognize the mainframe and mini era for 20 years. You’ll recognize a young disheveled Bill Gates showing up in Boca Raton, Florida for, uh, August the 12th, 1981 launch, where Bill thought that every one of us would’ve a PC in our home, and IBM thought they were gonna sell 10,000 of them to hobbyists. [00:02:12] Jay McBain: 1999, a small startup from an executive who just left Oracle in San Francisco named Mark Benioff. A couple of years later, Jeff Bezos went into a boardroom and said, listen, we’ve spent a lot of money building infrastructure to our busiest day, Christmas, black Friday. You’re telling me this stuff sits idle 10 or 20% for the rest of the year. [00:02:35] Jay McBain: Why don’t we rent that out to others? Got laughed outta that boardroom and then got made of fun of on magazine covers. Maybe you should just tend the store, let the adults talk about technology. In March of 2023, our neighbors, our friends, our family saw DeepFakes. They saw poetry, they saw music, and they came to us as tech people and said, did we just light up Skynet? [00:03:03] Jay McBain: Now every one of these 20 year eras, this is the Taylor Swift version of our industry. Every single one of these eras triggers the fastest growing product in history. Today it’s actually Chacha bt first to a billion users. It triggers a new, richest person in the world, bill Gates, to Jeff Bezos. Now, Elon Musk is the first to sign a trillion dollar pay package, and it’s not for car. [00:03:27] Jay McBain: It’s not for cars. It also triggers a most valuable company in the world change. And today that’s nvidia. These are monumental changes in our industry and they’re monumental changes in partnering every single time. And it also links to our customers. If you take a 20 year view of business, one era, and, and think about the AI era, you know, at the start of it here, if you’re to grab the Fortune 500 magazine from 20 years ago and start to flip through it, 53% of the companies in there no longer exist. [00:04:06] Jay McBain: Every 20 year cycle, we lose over half of the biggest companies in the world. These are the companies that have very deep pockets to buy their way outta problems. If you’re not in the Fortune 571% of tech companies don’t make it 10 years. These are the changes that cost industries. There are changes that cost really big companies and the decisions we make, the trends we’re in right now, in 2026 will be written about in the future. [00:04:39] Jay McBain: This new era, a lot of big numbers being thrown around. Vince’s best friend talk about a six and a half trillion dollar AI opportunity, but it’s not Microsoft’s tam. Microsoft is chasing about a trillion dollars of this. And the ecosystem, the hardware, the software, the services, the telecom is gonna make up the rest. [00:05:04] Jay McBain: It is an ecosystem. Every time these big numbers are thrown, the word ecosystem is always thrown around it. Not to be outdone, Sam Altman’s talking about a $7 trillion build out. The world economy this year, the world GDP will be 126. These are material numbers to world GDP, but even better, they’re both larger than our entire industry is today. [00:05:27] Jay McBain: So what took 56 years of the fastest growing industry this year will be $6.07 trillion. Big numbers, but it’s easier to think about it in terms of a dollar that our customers spend in that dollar. They’re gonna spend 25 cents on hardware. They’re gonna spend 25 cents on software. So for anyone that read the memo 15 years ago, that software’s gonna eat the world, there’s still a dollar a hardware to run every dollar of that software. [00:05:57] Jay McBain: And whether you’re thinking humanoid robots or whichever future you’re envisioning, there’s going to be a dollar of hardware to run every dollar of software for the next 20 years. There’s over 25 cents now in IT services, and in many cases, these services are growing faster than the product categories and just under 25 cents in telecom, that’s how it breaks out today. [00:06:19] Jay McBain: And this industry, which took 56 years to get to this point, is gonna double in size in the next three to five years. We already have two and a half trillion of that seven raised and being spent. Part of the reason Nvidia is the most valuable company in the world. Now our industry, uh, you talk about ultimate partnerships. [00:06:40] Jay McBain: Our industry traditionally, and world trade by the way, is 75% indirect. The dealerships, the agencies, the brokers, the resellers, the retailers, the franchisees, the gas stations, the grocery stores, the pharmacies, all 27 industries sell indirect. You gotta think back the last time you bought something direct. [00:07:01] Jay McBain: Well, I bought a Dell from that dude in the nineties. Cool. Well, Dell Technologies is now 60% indirect. Well, I bought insurance. Direct is 15 minutes. Could save me 15%. Well, Geico last year sold more insurance through agencies and brokers than they did direct. This is the world now. We used to be 75% indirect four years ago. [00:07:26] Jay McBain: Then it went to 73.2, then it went to 70.1 and it then it went to 66.7. By the way, marketplace is in these numbers indirect. It’s not marketplace causing this change. It’s one company, Nvidia. Nvidia has seven customers. The magnificent seven, uh, half of them are in the room right now that every morning we wake up to a hundred billion dollars press release about this $7 trillion buildout. [00:07:56] Jay McBain: What’s interesting is indirect sales in our industry is growing by revenue. It increases every year, just not at the pace that this AI build out is happening direct with seven companies. But the reason we’re all here, and I think the core reason that Vince is building this community is this, you know, Microsoft forever has measured and been very vocal. [00:08:21] Jay McBain: About 96% of their deals have partners in them. Kind of who cares, who collects the money. We care about the moments, the 28 moments before the customer makes a purchase. We care about every 30 days forever, because two thirds of our industry, over $4 trillion now is subscription consumption based. Winning a customer today is only winning the first 30 days. [00:08:46] Jay McBain: We care about this cycle. We care about who surrounds our customer. So six years ago, I stood on a big stage and said, you know, we went through a decade of sales. You know, in 1999, you thought you were born to be a salesperson. You’re managing your territory with your gut. Well, a few years later, you were introduced to the science of selling. [00:09:07] Jay McBain: You know, 10 years later you thought as a marketer, you sit around a cocktail party joking with your friends, 50% of my marketing dollars are wasted. I just don’t know which 50%. Really funny. In 2009 until every 58-year-old CMO got replaced by a 38-year-old growth hacker. Coming in with Marketo and Eloqua and Pardot and HubSpot, and 15,505 as of yesterday, MarTech and iTech tools, ninjas in marketing, they wouldn’t let a nickel go through without measuring. [00:09:43] Jay McBain: Now we understand 96% of deals and partners that surround it. No deal is gonna be won or lost in this era without partnering effectively. So we had to have this decade of the ecosystem. One of the ways we’re tracking is by outsiders. You know, Salesforce every year publishes the state of sales and they’ve got, you know, the number one CRM in the world. [00:10:05] Jay McBain: So they get to go talk to all the CROs, all the salespeople in the world. And as of this year, a couple months ago, 94% of every salesperson in every industry in the world uses partners every single day. You wanna see what this number was six years ago. Also, 89% of salespeople around the world don’t think they’re going to club this year without partners. [00:10:29] Jay McBain: So this is a big moment for us, halfway through the decade ecosystem, but we’re only halfway through. We’re starting to understand now at a more granular level. What partnering means. It’s not theory, it’s not flywheels. It’s not really cute. McKinsey slides that we keep showing to our board saying how important partnering is. [00:10:51] Jay McBain: We’re trying to get to the very specific level of the 6.3 partners on average that surround the deal and what they’re doing. How their business model works, and that’s average if I’m working on a public sector deal. I was at a Red Hat conference yesterday talking sovereignty. If I’m in an enterprise or a large public sector deal, it’s north of 10 partners in the deal. [00:11:15] Jay McBain: So we’re starting to understand what used to be this, this, you know, you’ve been the fastest growing industry for 56 straight years. Every single professional services person in every industry has come in to join the fund. Over 90% of accountants are tech services firms. Over 90% of marketing agencies are tech services agencies. [00:11:36] Jay McBain: All of this 250,000 software companies, a million emerging comp tech companies, the half a million VAR that have been in that traditional channel. The managed service providers, all of these 20 different partner types, millions of companies, tens of millions of people competing for 6.3 spots. Around the customer. [00:11:58] Jay McBain: That’s it. Luckily, there’s 141 million global customers to compete for. There’s, there’s some open slots that you can go find, and that’s the point. Our industry never had our own Fortune 500. We always talk to, you know, these partners and GSIs are doing this and SI are doing that. And we never really had a view of capability and capacity or what our own TAM was inside of that partnering. [00:12:25] Jay McBain: And so we set out and we would’ve loved, you know, chat GPT or Gemini or Claude or any of those tools to do this. But there’s one problem in partnering with AI is that it doesn’t know one partner from the next. There’s a big digital sameness problem in our industry that every single partner, whether it’s Larry in the White van or Accenture, with 786,000 employees all say they do all things to all people all the time. [00:12:53] Jay McBain: 98% of them, 99% of them are private companies that don’t share their p and l. You can’t go into Microsoft’s LinkedIn system and find out how many employees, ’cause it’s a block system, it AI can’t see into it. So it just sees, and it’s a great pattern matching. Google, SEO can’t figure out who’s who, nor today can the large language models. [00:13:14] Jay McBain: ’cause all the things they’re trying to match, the transformers are trying to match. It all looks the same. Every tweet, every ebook, every website, every digital history looks the same. So this took us thousands of people hours across two years to do, to dig into every p and l to dig into every dollar of what they’re doing. [00:13:33] Jay McBain: But what was interesting is only a thousand partners in our industry do two thirds of all tech services. When you get into enterprise, it goes up to 80 to 90%. The partners in the middle, in Blue do more tech services. The 30 of them than the 970 partners in white on the outside, the 970 partners in White do more tech services than the next million combined. [00:14:03] Jay McBain: This is our industry in a nutshell. Every time we talk to a a vendor, every time we talk to a partner, every time we talk to a distributor, we’re now talking names, faces, and places. You you wanna talk sovereignty. Yesterday in Atlanta, 90% of sovereign conversations in public sector in the globe is handled by these companies here. [00:14:26] Jay McBain: Forget about how much you do with these partners today. You wanna chase the next column, which is the wallet share. And I was a channel chief for 17 years. I get the weekly report and I see a million dollar partner, another million dollar partner, sorted top to bottom. You don’t know which partners which, which of those million dollar partners is doing 1.2 million in your category. [00:14:46] Jay McBain: They deserve a baseball cap and a front row seat at your event as an MVP. The next partner right next to them is doing 10 million in your category. They’re only doing a million with you. ’cause customers are pulling them into it. Nine times outta 10. They’re leading with your competitor. So I don’t want that list anymore. [00:15:03] Jay McBain: I want the new list, which is showing me those $9 million opportunities. And I as a board member, as A CEO, as a CFO, as a CRO, I wanna see this list. And then I want to talk people, processes, programs, technology. What are we gonna do to go get our fair share of that 9 million? Where’s our lowest hanging fruit? [00:15:24] Jay McBain: How do we double our pipeline? How do we double the size of our company in three years? It’s all right here. Let’s have very specific conversations and move away from flywheels and move around from force multipliers and and things like that in partnering. Let’s figure out how this partner community is surrounded. [00:15:45] Jay McBain: What do 10 million people who have to be smart in front of their customers every single day, what do they read? Where do they go and who do they follow? It’s the law of a few. This is the old Malcolm Gladwell of tipping point 10 million people in the broader channel. A hundred percent of our TAM comes down to only a thousand watering holes. [00:16:08] Jay McBain: 12% of that entire audience. Doesn’t sound like a lot, but it’s over A million. People love podcasts. Number one way they learn the Joe Rogan effect. In our industry, there’s 121 podcasts. These are all public lists. You can go get on my LinkedIn newsletter on canals, oia. But there’s 121 podcasts that drive him forward. [00:16:28] Jay McBain: Really high up on that list, actually number one on the list is ultimate partner, Vince. That’s how I met. ’cause I asked people, 10 million people, you love this. You walk your dog, you drive to work, you listen to podcasts. I’m not the biggest podcast fan. It’s not number one on my list, but it’s number one on theirs. [00:16:44] Jay McBain: They say, you know, you gotta meet this guy, Vince. It’s unbelievable how great these podcasts are. They’re ultimate. [00:16:54] Jay McBain: Then I talked to Vince and said, but Vince, you know, 35% of your community, the 10 million people love to come to events like this one. The hallway conversations, the hotel lobby bar last night. This is what we love to do, especially post pandemic. It’s the number one way we learn. We learn from our peers, we learn from those around us, and, and the learn from the conversations we have here. [00:17:17] Jay McBain: We always remember these moments, you know, years and years later. There’s 352 choices. I’m going to five of them this week in five different cities. It’s a lot of coverage, but again, it’s a tighter li list of how people work. The magazine lists 106 of them associations like Conter. Now the GTIA peer groups, there’s 15 different spheres of influence, but only a thousand places. [00:17:43] Jay McBain: I could walk you through billionaire, after billionaire, after billionaire in this industry and show you how they did this. How did Arne Bellini at ConnectWise? How did Austin McCord at Datto, how did Nerdio become a unicorn? How did threat locker and huntress move away from 6,500 cyber companies and become unicorns over and over and over again? [00:18:05] Jay McBain: It’s only one slide. Unicorns and billionaires are made here, and a lot of people don’t get it. So walking away from Bellevue, a thousand partners, top down, a thousand watering holes, bottoms up. You’ve covered a hundred percent of your tam. You do it better than 10% of your competitor, 10% better than your competitors. [00:18:27] Jay McBain: You win. You carry that on your resume into the next company. You get a bigger job at a bigger pay scale. Let’s just walk through some examples. Cyber 91.7% of it goes through the channel. Huge channel audience. You know, if you’re in MarTech, it’s only 10%, but this one happens to be all channel, but that’s not the story. [00:18:48] Jay McBain: For every dollar that the 6,500 cyber companies are trying to close, there’s $2 in services. Plot twist, the products are grown at 11, the services are grown at 12.6. Your partners are growing faster than you are, and they will continue to for the next, at least five years, probably 10. So when I’m here, five years from now, you’ll hear in me talk about a three to one split in cyber and then a four to one split in cyber. [00:19:18] Jay McBain: Now, when we’re in Miami a couple days ago is CrowdStrike, they’re talking about a $7 and 5 cent multiplier, chasing that two to one up higher. You look at managed services. Here’s a fun story. Managed services. 82% of customers who are man, uh, outsourcing more this year than last year. 650 billion in size. [00:19:38] Jay McBain: This is bigger than the entire SaaS industry. Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot, 250,000. Others. This is bigger. It’s also bigger than all the Hyperscalers combined, not just AWS, Microsoft and Google, but Alibaba and Oracle and everybody down the list. This is a massive market also growing at double digits. [00:19:59] Jay McBain: So these are some big things and obviously we’re watching, you know, week in and week out, quarter in, quarter out, the Battle of Software and Battle of the Hyperscalers and things like that, and who’s growing at what pace and, and how partnering is connecting to all of this. You know, we watched a moment really early in the pandemic where Microsoft started growing faster than AWS and they haven’t stopped since 26 straight quarters. [00:20:27] Jay McBain: And you ask customers and say, you know, does Microsoft have a better product? And in most cases they say no. You know, AWS had a five year head start. Well, did they have a better price? Well, no, actually most cases Microsoft’s more expensive. Well, did did they have better promotion? Was their Super Bowl ad better? [00:20:44] Jay McBain: No, they’re both kind of crap. So you kind of ask the questions of what’s the only difference that could create growth above the leader in the market? Well, it’s place. More of the 6.3 partners are walking into those keyboard room meetings and drawing clouds up on the wall and labeling the Microsoft than they are AWS. [00:21:03] Jay McBain: Very simple. It’s never been about product. The best product in our industry has never won. And now the best way forward is that partnering moment, and this is the moment. So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book. And it could be the book like Kodak, they invented the product that ended up killing them. [00:21:26] Jay McBain: And it’s a woe is me story, but chapter one is always you blame the CEO. How could they not see those trends happening in 2026? How could they, you know, were they blind? Were they stuck in their own, you know, innovation chamber? Innovator’s dilemma, were they stuck in their own boardrooms? Why couldn’t they see? [00:21:46] Jay McBain: Well, chapter two, you, you blame the board. They have fiduciary responsibility, outsider view, and how could they not see it? But really, this is the future right here. If you take this slide and apply it 10 or 20 years from now to every failure and every success, these are the chapters of the book. Your buyer is now a millennial. [00:22:05] Jay McBain: As of last year, the 51% of our market is bought by people born after 1982. Different psychology, different behavior, different journey, different criteria, their integration. First buyers. The buy a product, 80% as good as the next one. If it works better in their environment. 94% of people won’t buy a car unless it has CarPlay or Android Auto. [00:22:26] Jay McBain: New Buyer. You have to be more integrated than your competitors. That’s a partnering story. The 6.3 partners. If you heard cyber, you need some great channel partnerships, but you need the other 5.3 partners as well, the consultants, the advisors, the designers, the architects, the implementers, the integrators, the manner service, all of the other partners. [00:22:44] Jay McBain: You need to know more of them than your competitors do, and have them label clouds with your name in them. You need better alliances. Even if you compete, you only compete in the morning. You’re best friends by the afternoon. You have to be tight with the hyperscalers, tight, with the big SaaS platforms, tight with cyber, tight with distribution, there are layers, seven layers to every deal. [00:23:04] Jay McBain: You gotta be tight in and have better alliances than your competitors. And then it all comes to the 28 moments, which I’m gonna end on, but the go to market of all of this, the co-selling, co-marketing, co-innovation, co-development, co keeping. This is it. Your product has to be good enough that somebody’s gonna renew it. [00:23:21] Jay McBain: Your Super Bowl has to be, you know, ad has to be good enough that people don’t, you know, shame you on social media. Your pricing has to be somewhere in a country mile of the bell curve of what the customer wants to pay. But successor failure is just here and platforms are synonymous with partnering. [00:23:40] Jay McBain: It’s our role now in the decade of the ecosystem to drive our companies forward. Marketplace. It’s probably the most predict, you know, great prediction we ever made. You know, growing at 82% compounded, it’s hard to predict ’cause it doubles almost every year. We were almost exact to the decimal point. Five years later now till 2030, we’re watching a second story, which is more interesting. [00:24:02] Jay McBain: If 96% of all deals have partners inside of them and there’s private offers and multi-partner offers and distributor sellers record all these funding mechanisms or services as a product. As of last week, over 50% of all deals in marketplaces now have partner funding. It means that while money changes hands differently, the respect and the recognition of what partners do is in the deal. [00:24:26] Jay McBain: We think that’s going to 59, but at some point, that’s gonna have to hit 96. ’cause to run the best programs, whether it’s an indirect sale, whether it’s a direct sale, whether it’s a marketplace deal, it doesn’t matter how money changes hands. What matters is we recognize the 6.3 partners. They’re not only making the deal happen bigger and faster, but renewing and enriching that every 30 days forever. [00:24:48] Jay McBain: When we watch, you know, billion dollar clubs and when we read all the press releases and all the hubbub about how fast this is growing and who, which companies are behind all this. When I’m quoted in some of these press releases, it’s because of this. You know, CrowdStrike, you know, brags are a billion dollars in a single year, but inside of that, they’re showing that 91% growth in marketplaces, which is pretty phenomenal for any company to almost double in size every single year. [00:25:17] Jay McBain: What’s more phenomenal is they’re growing the channel piece of it, 3548%. That green part of it is growing. Companies that understand platform and have people and processes and programs and technology to do it are winning. And they’re getting recognition and partners are starting to join the Billion Dollar Club who don’t sell a product, but are also winning at Extreme Scale. [00:25:44] Jay McBain: So talk about those partner 1000 and who are leaning in to win at this level. As well as everything changes, traditional billing moved into subscription models, moved into consumption models. Now we’re being tokenized to death multi it’s, it’s in this mode of micro consumption. There’s no chance there was little chance in subscription consumption that would be resold. [00:26:09] Jay McBain: You don’t buy Netflix from the cable guy in the white van. There’s zero chance when you’re buying tokens at a buck a piece that that’s going through any indirect sale. This continues to grow. Now the tectonic shifts is what happens when money changes hands differently. These old programs that we used to all write hundreds of different boxes, we checked every day on deal reg and trainings and all the other things are changing. [00:26:35] Jay McBain: To this, you’ll get these slides, by the way, in high res, inside of this now is the customer. For the first time ever, 45 years later, we have the customer in the middle of what we do, the 28 moments in green before they buy the seven layer stack and the partners inside it. The implementation. The integration, the managed services in a cycle that never ends, and two thirds of our industry. [00:26:55] Jay McBain: With the customer in the middle, we can now move money around to the different moments. It’s not all landing in front or backend margins or market development funds or new customer bonuses or spiffs. It’s landing where it needs to land. Over 400 companies now, pretty much led by Microsoft 400 companies are in a point system right now and 400 more. [00:27:18] Jay McBain: We’re working kind of behind the scenes to get that announced in the next 12 months. This is a total changeover in terms of how economics work and partners are yelling over half of us. I don’t care. Don’t call me a VAR anymore. Don’t call me an MSP. Don’t call me a regional system integrator. I do the consulting over half the time. [00:27:36] Jay McBain: I do the design, I do the implementations, I do the managed services, and 44% of us are vibe coding. On weekends. We’re not happy. Just on the services side. We wanna join the seven layer tech stack as well. These are partners growing faster than their vendors by understanding this cycle and where to show up and where the money is in ai. [00:27:56] Jay McBain: And the number one thing they’re asking for is not more leads, which they did for 45 years. The number one thing is now recognized for what I do. I’ve never just been a cash register. We’re completely now past this idea of a channel being a channel of distribution, and now a channel being this platform for the future. [00:28:16] Jay McBain: As we lay that on top of ai, the first couple of years of AI has really been consumer driven. The 95% failure rate that MIT reported last year is now 70%. That’s the failure to get from proof of concept to production. That 70 will be 50 by the summer we’re moving now in business, the maturity rates are going up at the end customer and in 88% of cases, that’s because of the channel. [00:28:43] Jay McBain: They’re working with partners. They’re not vibe coding themselves and working in little skunkwork groups. They’re working with partners to make it happen, and it now becomes the partner’s number one growth opportunity. I can grow at 11 or 12% in cyber every year. Compounded I can grow in 10% in managed services. [00:29:03] Jay McBain: You know, those are great double digit growth ’cause my customers are growing at 2.7% and I can go four x my customer, but I can go 10 x my customer if I have the right services built around ai. And this compounded growth rate and that big number in 2 20 32, 267 is what’s got those top 1000 partners obsessed. [00:29:25] Jay McBain: And your companies are leading with ai. Now you need to connect to those AI services. You need to get partners on this scale of growth. And they will be adding your name inside every cloud. They write on every whiteboard, but 82% of partners around the world, you know, we survey 25,000 of them aren’t ready, and they’re blaming vendors for not being ready, and they’re telling them exactly the workshops and the training that they need to get ready for this cycle. [00:29:53] Jay McBain: 82% of our entire partner, tens of millions of people, aren’t ready to grow at 35% and they need our help. Last thing I’ll say about AI is it’s the first time from client server to cloud, edge to cloud that it’s been segment driven. SMB alone has one, you know, six different segments, one to nine, 10 to 24, 25 to 49, et cetera. [00:30:18] Jay McBain: Mid-market into enterprise. No one that runs a restaurant is calling Jensen to buy a GPU to put next to the stove. No one’s calling Sam or Dario or anyone at Anthropic or OpenAI directly. They’re waiting. If you run a restaurant with all the people running around with tablets, you’ve invested in toast or square or clover or one of the platforms to run your business. [00:30:41] Jay McBain: A hundred different things. And you’re gonna wait for toast to work with a hyperscaler and build out the capabilities genetically. So when they see a spike in Uber Eats orders, they automatically place a food order and automatically change the staffing to deliver on it. That’s what the restaurant’s waiting for, and there’s no one calling and having a big a agent conversation. [00:31:03] Jay McBain: But even if you go into hundreds of people in medium sized business, every one of the vice presidents have their tech stack already built. I talked about the marketing person already, but the HR leader has one, and everybody’s got their seven layer stack. They’re not calling to buy a GPU and they’re not calling to, you know, bring in open AI directly or, or anthropic. [00:31:22] Jay McBain: They’re waiting for the platform they built to integrate together ag agenta capabilities. Everybody’s in wait mode up until enterprise and public, large public sector. So we are looking at this market and at 90% of that AI market is run by those thousand companies, and the rest of the millions of partners are helping in terms of how these businesses are gonna change at that level. [00:31:46] Jay McBain: Here’s where I end. You know, the 28 moments used to be a theory. It used to be a flywheel. How do we buy a car? [00:31:55] Vince Menzione: Well, we Google it, [00:31:57] Jay McBain: 81% of us now, 94% of us use large language models. We find out that there’s 365 brands of car. I’d have to test drive one every day of the year to get through them all. So we start narrowing these things down. [00:32:09] Jay McBain: We configure it. We put our rims on it, we color it. We download the invoice price. We download the backend rebates this month, whether I buy it in May or June, we find out what 5,000 people paid for our exact car within 50 miles of us. And then we don’t wanna go to the dealer because we know more than the salesperson, the manager ever will. [00:32:26] Jay McBain: We know what we’re gonna pay within, you know, dollars or cents. Just carvana the car. Hand me the keys. Let’s just forget the whole eight hour back and forth. I’ll get you a deal thing. I’m smarter than you in technology. Our customers are smarter than us, smarter than salespeople. That’s why 75% of millennials don’t wanna talk to a salesperson. [00:32:48] Jay McBain: They want to end digitally, and by the way, they’re not gonna send a fax after 28 digital moments. They’re gonna end on a digital marketplace. This is all demographics. It’s not hard to see where it’s going, but we’re getting into names, faces, places again. What if every dollar of your tam, the board, the CEO, runs around with their big multi-billion dollar number, they’re chasing? [00:33:09] Jay McBain: What if every single deal looks the exact same? This is a deal with AstraZeneca, A real deal, real customer spending millions of dollars. We know it starts in October, it ends in April. It’s a six month cycle. We see what they read, the MQ ls at the beginning. We see the sales demo moments. We see ISV, but we’ve never had the light blue boxes. [00:33:30] Jay McBain: What if we as a team could overlay the 6.3 partners in this deal? And when you find out a couple things. Here’s where I end. In December, five deals were one, three of them by NTT. The person at NTT probably coaches AstraZeneca’s, you know, kids’ soccer team. They probably have a cottage together at the lake. [00:33:50] Jay McBain: For the last 20 years, if the person at NTT worked at Deloitte, Deloitte would’ve run this deal. But Software One and Yash are both there, so we understand that when they were drawing clouds up on the wall in the boardroom in December, this deal was won and lost there. It was not won and lost at the point of sale. [00:34:09] Jay McBain: So what if you knew more about this and could see every dollar in your tam? You had an early warning system that this was happening. Two things jump out at this now that we’re in Bellevue. AWS was touched twice in this deal, directly in the marketing cycle and the sales cycle. AWS lost this deal. Here’s an example of Microsoft winning a deal with Microsoft never being touched. [00:34:34] Jay McBain: For some reason, NTT who won, who won AWS’s partner of the year a couple years ago led with Microsoft, so did Software one, Microsoft’s biggest reseller in Europe, and as did Yash, they all led with Microsoft and without Microsoft, knowing Microsoft took a multimillion dollar deal away from their competitors by winning in December. [00:34:53] Jay McBain: That’s one. Second. These partners didn’t just show up other than soccer and cottages. They didn’t show up in December. It went closed one in their CRM system. Back in the summer, August, September, we already knew AstraZeneca was in market, spending millions of dollars. We didn’t need them to read an ebook or go to an event to find that out. [00:35:17] Jay McBain: We knew it because it was closed one. They’re spending hundreds of thousands of dollars times five in December to know what to do at the end. This is an early warning system that’s better than any MQL, better than any SQL. And if you could give your company these level of view into their pipeline with an early warning system that I can work with those partners for months before they ever show up at the customer’s boardroom. [00:35:44] Jay McBain: This is it. Talk about 47% winners. This takes you from not only surviving the AI era to being a top five platform winner. Thank you very much. [00:36:01] Vince Menzione: Until next time, we’ll see you in person. Hopefully at our next event.

The Department of War released an update on Monday designating more than a dozen prominent Chinese companies—such as Alibaba, BYD, and Baidu—as "Chinese military companies" operating in the United States.Los Angeles City Council member Nithya Raman holds a narrow lead against former reality TV star Spencer Pratt in the race for second place in the LA mayoral primary. NTD asked LA residents how they feel about mail-in-ballots still being counted.Apple unveils new hardware features and software updates at its Worldwide Developers Conference. The tech giant's CEO Tim Cook shared that the new updates focus on privacy and day-to-day use, and they will be implemented in time for the upcoming release of their new products this fall.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über das große IPO-Wettrennen, einen Milliarden-Deal im Biotech-Sektor und was sonst noch so wichtig wird in dieser Woche. Außerdem geht es um Marvell Technology, Flex, Pool, The Campbell's Company, Lyft, Uber, Datadog, Dynatrace, JD.com, Alibaba, Apple, Alphabet, Incyte, Boeing, JPMorgan Chase, Tesla, ING, Commerzbank, Deutsche Bank, Oracle, Adobe, Micron Technology, Broadcom, Meta Platforms, Kioxia Holdings, OHB, PayPal, Visa, Mastercard, CTS Eventim, Hornbach Holding, Ceconomy, Zalando, H&M, Amazon, Berkshire Hathaway, CoreWeave. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

ENTERTAINING SHORT FILMS is a new category on the RPA Network, which features indie short films for your enjoyment! We applaud these creators! A tale of poverty and cleverness, greed and courage, and the secrets hidden behind the famous phrase: Open Sesame!

Companies are staying private longer. Retail investors have more access than ever. And when companies like SpaceX or OpenAI eventually go public, they could become major tests for how today's IPO market actually works. In this episode of The Important Part, Liz Thomas sits down with Tom Farley, CEO of Bullish and former president of the New York Stock Exchange. Farley watched roughly 600 companies go public during his time at the NYSE, including Alibaba, Snap and Spotify. But when he took Bullish public himself, he says he saw the process from an entirely different angle. Liz and Tom discuss why the IPO market has changed, what retail investors are bringing to the table, and why some companies may still see public markets as a source of credibility, liquidity and long-term opportunity. They also get into blockchain, tokenized securities, and whether the plumbing of modern finance could look very different in the years ahead. Subscribe to The Important Part for smarter conversations about markets, investing and the forces shaping your financial future. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Dorothy Sayers's Lord Peter Wimsey finds himself in the private center of a lethal criminal organization: "The Adventurous Exploit of the Cave of Ali Baba."

Pope Leo XIV released his AI encyclical alongside Anthropic co-founder Chris Olah. Huawei claims it can match 1.4nm chips by 2031, China imposed travel restrictions on AI talent, cybersecurity hiring surged amid the AI "bug-pocalypse," and American Airlines picked Starlink for in-flight Wi-Fi. Pope Leo XIV presents Magnifica humanitas, his encyclical on AI, calling for AI regulation, protection for children against hypersexualized AI images, and more (NYT) Huawei says it aims to make 1.4nm chips by 2031 using its "LogicFolding" tech, which is based on its new Tau Scaling Law intended to bypass Moore's Law limits (Nikkei) Sources: Chinese government agencies begin imposing overseas travel restrictions on individuals involved in advanced AI work, including at Alibaba and DeepSeek (Bloomberg) As AI tools like Mythos create a "bug-pocalypse", Glassdoor says Q1 cybersecurity job postings rose 11% YoY, and executive search firms are turning away clients (NYT) American Airlines picks SpaceX's Starlink for in-flight Wi-Fi on more than 500 planes; SpaceX already has contracts with United Airlines, Southwest, and others (CNBC) Google Fitbit Air review: slim, comfortable, and stylish, robust tracking, seven-day battery life, and cheaper than Whoop, but can only be worn on the wrist (The Shortcut) Learn more about your ad choices. Visit megaphone.fm/adchoices

Our spotlight mystery writer of the week is Dorothy L. Sayers, the English writer, poet, and essayist whose work evolved and advanced the detective genre with characterization and humor. She's best known for the adventures of aristocrat and amateur sleuth Lord Peter Wimsey, and we'll hear one of his exploits adapted for Suspense - "The Cave of Ali Baba" (originally aired on CBS on August 19, 1942). We'll also hear three more of Ms. Sayers' stories adapted for "radio's outstanding theater of thrills" - "The Fountain Plays" (originally aired on CBS on August 10, 1943); "Suspicion" (originally aired on CBS on February 10, 1944); and "The Man Who Knew How" (originally aired on CBS on August 10, 1944).