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Google X, the tech giant's “moonshot factory,” is an enigmatic division that has pushed through ideas like Waymo, Alphabet's self-driving car unit. It's also chalked up a lot of innovations that haven't seen the light of day. The WSJ Leadership Institute's Wendy Bounds lifts the lid on how it builds failure into its workflow. Plus, WSJ reporter Kris Maher goes looking for a proposed-but-delayed $28 billion Intel factory site in the heart of Ohio. Katie Deighton hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
On the Risk Reversal Podcast, Dan Nathan hosts Marko Kolanovic, former Chief Market Strategist at JP Morgan, to discuss recent market movements and economic trends. They explore the impact of Federal Reserve rate cuts, market reactions to recent economic data, and how seasonal factors and technical aspects could influence market dynamics. The conversation highlights concerns about the sustainability of AI-driven market gains, the concentration of tech stocks, and the potential risks posed by geopolitical issues and tariffs. Marko offers insights into strategic investments in value stocks and critiques recent government involvement in major tech companies like Intel. The discussion wraps up with reflections on the broader implications of state capitalism versus free market principles. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Nvidia announced a $5 billion purchase of Intel stock, but it's not the game-changer that the headlines are making it out to be.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/nvidia-purchases-5-billion-of-intel-stock
It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company's fundamentals are cracking. Looming financial risks could wreak havoc on income-focused investors' portfolios. But there are ways to spot dividend traps. Morningstar Indexes strategist and columnist Dan Lefkovitz explains how to avoid the risks.Both healthcare and consumer defensive sectors are lagging the broader stock market this year, but for different reasons.Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe, explored what's behind it in this week's Markets Brief column. He says consumer defensive stocks are falling from high valuations, while healthcare stocks are facing significant headwinds like politics and earnings growth. He reminds investors that's why it's important to understand not only what you own in your portfolio, but why you own it as well. On this episode:What is a dividend trap, and under what conditions do they tend to develop? You and your team published research on dividend traps just before Dow Chemical DOW cut its dividend in half over the summer. How does your research explain what happened with Dow? Other well-known brands have also slashed their dividend payouts since 2020. The list includes Shell, Walgreens, and Intel. What warning signs were these companies flashing before their cuts? You have written about how income-focused investors can avoid dividend traps. Let's start with step number one on how to spot them. What is the payout ratio, and what does it tell us about a company's health?The second step focuses on a company's durable competitive advantage or economic moat. Can you describe what that reveals?Your team weeds out dividend payers using a third step that relies on Distance to Default. How does that work, and what did you all find out? How can investors protect their dividend income from risks? Would portfolio diversification help? What's the key takeaway to spot dividend traps?We discussed on last week's Investing Insights that you would focus on the market moves following the Fed's quarter-point cut. How have the US dollar and bond prices reacted? In this week's Markets Brief column, you zoomed in on the lagging performance of healthcare and consumer defensive stocks. What's important for investors to know? New data on inflation from the Fed's preferred tracker is set to come out Friday, September 26th. Inflation is hovering above the Fed's 2% target. What are the markets' expectations, and what would a surprise in the data mean for the near future? Read about topics from this episode. Not All Dividend Stocks Are Safe. Here's How to Avoid Dividend Traps What Investors Can Learn from Dow's 50% Dividend Cut 7 Things You May Not Know About Dividends The 10 Best Dividend Stocks Does Dividend Investing Still Work? Construction Rules for the Morningstar Indexes Distance to Default Markets Brief: AI Investment is Massive in a Cyclical Industry. Will This Time Be Different? What to watch from Morningstar. Should You Hold Cash Investments After the Fed Cuts Interest Rates? What You Need to Know Before Choosing a Stock ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold InvestorsDo Dividend Stocks Benefit From Non-US Revenue? Read what our team is writing.Dan Lefkovitz Dan KempIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Episode 83: Intel and Nvidia have formed a partnership, but because APUs are not that relevant to desktop PC gamers, we discuss whether this deal will actually impact gaming significantly. Also, we put Intel's Arc GPUs into our GPU rankings, and chat about some newsCHAPTERS00:00 - Intro00:33 - Intel and Nvidia APU team up, but gamers don't use APUs37:00 - We add Intel Arc GPUs to the rankings45:38 - Ryzen 7 9800X3D drops in price49:52 - RX 9070 BIOS mod52:01 - Updates from our boring livesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.
This week, we cover Oracle's OpenAI deal, the RubyGems drama, and Atlassian buying DX. Plus, does anyone still use widgets? Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/ptnxBcE_6FQ?si=lapKMarRCBFbeAET) 539 (https://www.youtube.com/live/ptnxBcE_6FQ?si=lapKMarRCBFbeAET) Runner-up Titles It's a two knob problem The healthy jaundice of success My homework is to go home Are you enjoying the widgets? I get you on the Ponzi Scheme Hanlon's Razor strikes again Blogging: Hardest form of social media Rundown Oracle Exclusive | Oracle, OpenAI Sign Massive $300 Billion Cloud Computing Deal (https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe) Oracle and OpenAI are full of crap (https://bsky.app/profile/edzitron.com/post/3lynpe7zmas2k) OpenAI doesn't have the cash to pay Oracle $300 billion — raising it will test the very limits of private markets (https://sherwood.news/markets/openai-doesnt-have-the-cash-to-pay-oracle-usd300-billion-raising-it-will/) Nvidia stock jumps on $100 billion OpenAI investment as Huang touts 'biggest AI infrastructure project in history (https://finance.yahoo.com/news/nvidia-stock-jumps-on-100-billion-openai-investment-as-huang-touts-biggest-ai-infrastructure-project-in-history-171740509.html) Ruby Central Takes Over RubyGems (https://mjtsai.com/blog/2025/09/23/ruby-central-takes-over-rubygems/) Atlassian Atlassian acquires DX, a developer productivity platform, for $1B (https://techcrunch.com/2025/09/18/atlassian-acquires-dx-a-developer-productivity-platform-for-1b/) Atlassian acquires developer productivity startup DX for $1B (https://siliconangle.com/2025/09/18/atlassian-acquires-developer-productivity-startup-dx-1b/) The AI Shift: Static Software vs. Living AI Systems (https://cloudedjudgement.substack.com/p/clouded-judgement-91925-the-ai-shift) RSS co-creator launches new protocol for AI data licensing (https://techcrunch.com/2025/09/10/rss-co-creator-launches-new-protocol-for-ai-data-licensing/) Nvidia to Invest $5 Billion in Intel, Furthering Trump's Turnaround Plan (https://www.wsj.com/tech/ai/nvidia-intel-5-billion-investment-ad940533?mod=hp_lead_pos1) Relevant to your Interests Tesla Wants Out of the Car Business (https://www.theatlantic.com/technology/archive/2025/09/tesla-elon-musk-master-plan-robotaxi/684122/) Google is shutting down Tables, its Airtable rival | TechCrunch (https://techcrunch.com/2025/09/11/google-is-shutting-down-tables-its-airtable-rival/) Oracle's stock pump, Meta's $600B, Bronny Ellison and Warner Bros, European stereotypes (https://platformonomics.com/2025/09/platformonomics-tgif-99-september-12-2025/) Atlassian goes cloud-only, customers face integration issues (https://www.theregister.com/2025/09/09/atlassian_will_go_cloudonly_customers/) Getting a slice of the Kubernete$ management pie (https://newsletter.cote.io/p/getting-a-slice-of-the-kubernete) Cote on Multicloud (https://cote.io/2025/09/14/i-think-this-means-thing.html) ServiceNow Says Windsurf Gave Its Engineers a 10% Productivity Boost (https://bsky.app/profile/thenewstack.io/post/3lyvqw6lc6522) Most Work is Translation (https://open.substack.com/pub/aparnacd/p/most-work-is-translation?r=2d4o&utm_medium=ios) Microsoft warns users that Windows 10 is in its final days (https://go.theregister.com/feed/www.theregister.com/2025/09/16/windows_10_final_countdown/) How to use Tahoe's new Use Model shortcut to summarize articles (https://cote.io/2025/09/16/how-to-use-tahoes-new.html) Credit scores drop at fastest pace since the Great Recession | CNN Business (https://www.cnn.com/2025/09/16/economy/debt-credit-score-student-loans) Workday to buy AI firm Sana for $1.1 billion as HR software deal-making heats up (https://www.reuters.com/business/workday-buy-ai-firm-sana-11-billion-hr-software-deal-making-heats-up-2025-09-16/) Wasm 3.0 Completed - WebAssembly (https://webassembly.org/news/2025-09-17-wasm-3.0/) Exclusive: AI's ability to displace jobs is advancing quickly, Anthropic CEO says (https://www.axios.com/2025/09/17/anthropic-amodei-ai) From the facepalm community on Reddit: Meta's live AI cooking demo fails spectacularly (https://www.reddit.com/r/facepalm/s/VI8YmDY29p) Meta CTO explains the cause of its embarrassing smart glasses demo failures (https://www.engadget.com/wearables/meta-cto-explains-the-cause-of-its-embarrassing-smart-glasses-demo-failures-123011790.html) New H-1B rules sparked weekend chaos (https://www.morningbrew.com/stories/2025/09/22/new-h-1b-rules-sparked-weekend-chaos) The Man Calling Bullshit on the AI Boom (https://www.readtpa.com/p/the-man-calling-bullshit-on-the-ai?utm_campaign=post&utm_medium=web) Trump's H-1B visa fee isn't just about immigration, it's about fealty (https://www.theverge.com/report/782289/trumps-h-1b-visa-fee-isnt-about-immigration-its-about-fealty) Vivaldi takes a stand: keep browsing human | Vivaldi Browser (https://vivaldi.com/blog/keep-exploring/) Zoom Bets on Agentic AI With AI Companion 3.0 Amid Sluggish Growth (https://diginomica.com/zoom-unveils-ai-companion-30-betting-agentic-ai-drive-enterprise-growth) The Secret Service has dismantled a telecom threat near the UN. It could have disabled cell service in NYC (https://www.pbs.org/newshour/nation/the-secret-service-has-dismantled-a-telecom-threat-near-the-un-it-could-have-disabled-cell-service-in-nyc) Enterprise AI Looks Bleak, But Employee AI Looks Bright (https://www.dbreunig.com/2025/09/15/ai-adoption-at-work-play.html) Obot AI Secures $35M Seed to Build Enterprise MCP Gateway - obot (https://obot.ai/obot-ai-secures-35m-seed-to-build-enterprise-mcp-gateway/) Announcing the 2025 DORA Report | Google Cloud Blog (https://cloud.google.com/blog/products/ai-machine-learning/announcing-the-2025-dora-report/) Conferences Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Coté speaking, Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th-16th, London. Use code SDT20 for 20% off. Wiz Wizdom Conferences (https://www.wiz.io/wizdom), NYC November 3-5, London November 17-19 SREDay Amsterdam (https://sreday.com/2025-amsterdam-q4/), Coté speaking, November 7th. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Task (https://www.rottentomatoes.com/tv/task) Matt: OpenCore Legacy Patcher (https://dortania.github.io/OpenCore-Legacy-Patcher/) Photo Credits Header (https://unsplash.com/photos/black-ipad-on-white-table-Sw-JgeAosME)
Why do some people command instant respect without saying a word? In this episode, AJ and Johnny reveal the four high value signals that separate quiet authority from desperate posturing. Respect isn't about aggression, volume, or proving you belong—it's about presence. With research from Harvard and Frame Strength studies, they unpack how calmness, cooperation, congruent body language, and responsibility change the way people see you in any room. You'll learn why calm authority beats dominance, why spotlighting others actually raises your own status, and how subtle shifts in posture and eye contact project confidence before you speak. Through client stories and science-backed insights, AJ and Johnny show how these hidden behaviors flip the script—turning you from overlooked to magnetic. What to Listen For [00:00:00] Why respect isn't about dominance but presence [00:01:20] Calm authority as the strongest frame in any room [00:02:08] Why cooperation—not competition—earns lasting respect [00:02:34] How spotlighting others signals leadership [00:02:48] Congruent body language and stillness as confidence cues [00:03:31] Why intentional goals erase nervous energy [00:04:37] Taking responsibility as the ultimate trust builder [00:06:05] Client story: Shane's promotion after flipping competitive signals [00:06:47] Low value vs. high value: notice me vs. I notice you [00:07:50] Weekly challenge: practice one high value signal per day [00:08:13] How the Influence Index reveals your default signals A Word From Our Sponsors Stop being over looked and unlock your X-Factor today at unlockyourxfactor.com The very qualities that make you exceptional in your field are working against you socially. Visit the artofcharm.com/intel for a social intelligence assessment and discover exactly what's holding you back. Indulge in affordable luxury with Quince. Upgrade your wardrobe today at quince.com/charm for free shipping and hassle-free returns. Grow your way - with Headway! Get started at makeheadway.com/CHARM and use my code CHARM for 25% off. Ready to turn your business idea into reality? Sign up for your $1/month trial at shopify.com/charm. Need to hire top talent—fast? Claim your $75 Sponsored Job Credit now at Indeed.com/charm. This year, skip breaking a sweat AND breaking the bank. Get your summer savings and shop premium wireless plans at mintmobile.com/charm Save more than fifty percent on term life insurance at SELECTQUOTE.COM/CHARM TODAY to get started Curious about your influence level? Get your Influence Index Score today! Take this 60-second quiz to find out how your influence stacks up against top performers at theartofcharm.com/influence. Check in with AJ and Johnny! AJ on LinkedIn Johnny on LinkedIn AJ on Instagram Johnny on Instagram The Art of Charm on Instagram The Art of Charm on YouTube The Art of Charm on TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices
Another lawsuit against OpenAI, this time from xAI. Intel approached Apple about bailing them out. What if crypto was reversable so you could recover fraud. Drama in open source land. And would you like to get paid to train AI on your phone calls? You're in luck! Musk's xAI accuses rival OpenAI of stealing trade secrets (Reuters) Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid (Bloomberg) Spotify to label AI music, filter spam and more in AI policy change (TechCrunch) Stablecoin issuer Circle examines ‘reversible' transactions in departure for crypto (Financial Times) Microsoft embraces OpenAI rival Anthropic to improve Microsoft 365 apps (The Verge) Shopify, pulling strings at Ruby Central, forces Bundler and RubyGems takeover (Joel Drapper) Neon, the No. 2 social app on the Apple App Store, pays users to record their phone calls and sells data to AI firms (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Scott discusses stories he's following today, including the markets taking it on the chin with the current interest rate environment, the state of Starbucks, and more.
In this episode, ARK's Brett Winton, Charles Roberts and Frank Downing sit down with Stephen Balaban, CEO and co-founder of Lambda Labs — a company building AI-specific cloud infrastructure. The conversation explores Lambda's role in the AI value chain, the evolving economics of data centers, and why traditional hyperscalers might be too slow to meet the moment.Stephen explains why he believes we're transitioning from deterministic, rule-based software to what he calls “neural software” — stochastic, neural network-driven systems that will eventually replace nearly all traditional software. He shares Lambda's mission to enable this transformation by rapidly deploying GPU infrastructure and supporting the AI research and application build-out happening today.The discussion spans infrastructure strategy, regulatory bottlenecks, AI safety, energy constraints, and long-term visions of neural operating systems. Stephen offers a bold perspective on the hardware demands and philosophical shifts required to usher in a world where software is generated, not written.Key Points From This Episode:00:01:21 How Lambda positions itself as a “neo-cloud” provider competing with AWS, Azure, and GCP for AI workloads.00:02:46 Why ARK estimates $1.5 trillion in annual AI-related data center investment by 2030 and what it could mean for Lambda.00:05:26 Why hyperscalers may be too slow to meet the unique demands of AI training compared to specialized players.00:06:29 How AI infrastructure requires new rack designs, higher power density, and different utilization patterns.00:09:20 Why AI may disrupt the entire computing stack—from Nvidia overtaking Intel to reshaping platform and cloud services.00:14:50 Stephen explains Lambda's “secret mission” to replace all traditional software with neural networks.00:16:36 Why companies trust Lambda to deploy GPU infrastructure faster and more reliably than incumbents.00:20:27 How the concept of a “neural operating system” reframes software as stochastic rather than deterministic.00:23:04 How hallucinations in neural systems could be managed with checks and balances similar to financial approvals.00:25:04 Why Stephen sees AI safety and alignment as the cybersecurity of the future.00:39:00 How real-time AI tasks may run locally at the edge, while deeper reasoning gets pushed to the cloud.00:44:11 Why running modern large language models still resembles the supercomputer era rather than the PC era.00:46:06 How Stephen views the long-term convergence of AI with quantum computing and brain–computer interfaces.00:50:20 Why scaling AI requires the “heroic effort” of Nvidia, TSMC, OpenAI, energy providers, and Lambda together.00:53:43 Back-of-the-envelope math on CapEx per megawatt—from power plants and data centers to GPUs.00:57:11 Why power infrastructure and deregulation could become the biggest stumbling blocks for AI growth.01:02:02 How software creation is shifting from a labor-driven process to a capital-intensive one.01:06:06 Why Stephen and Brett describe data centers as “AI factories” producing custom neural software.
Carl Quintanilla, Jim Cramer and David Faber led off the show with Intel, one day after the stock jumped 6%. The company has reportedly approached Apple about investing in the troubled chipmaker. President Trump is expected to sign a deal Thursday that would facilitate the sale of TikTok's U.S. operations. Starbucks ramps up its turnaround strategy, disclosing it would cut up to 900 corporate jobs and close a number of locations. Also in focus: Stocks extend losses on tech weakness, Q2 GDP jumps to 3.8%, existing home sales edged lower in August, KB Home's earnings beat, China's BYD outsells Tesla again in the EU, CoreWeave expands OpenAI pact, CarMax tumbles. 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.
In this episode, Bill and Michael unpack the “Last 8%” of conversations — the toughest parts we often avoid but that carry the most impact. They explore how leaders can build cultures of high connection and high courage, share personal stories from healthcare and startup leadership, and offer strategies for handling tough truths, hiring challenges, and team performance. Bill Benjamin, a global keynote speaker who blends practicality with science in his approach to leadership. With degrees in Mathematics and Computer Science, Bill uses brain-science to help people master emotional intelligence, perform under pressure, and build what he calls a high-performance “Last 8%” culture. Audiences appreciate his high energy and engaging style, whether he is speaking to surgeons, the U.S. Marines, NASA engineers, or executives at Amazon, Intel, and Goldman Sachs. Bill does not just share theory. He is open about the struggles he faced early in his career and how applying the strategies he now teaches made him a stronger leader, husband, and father. He is funny, relatable, and committed to understanding the real challenges organizations face, weaving those directly into his sessions. That is why top organizations from the Mayo Clinic to NASA trust him when performance and leadership matter most. HBR Article: https://hbr.org/2025/09/the-secret-to-building-a-high-performing-team Website: https://ihhp.com/
During the show tonight, Brooks and the boys discuss their week five keys to the upsets. Brooks is going to be bringing his top 10 quarterbacks list. During the local hour, we are going to go over some injury intel ahead of the Georgia vs Alabama matchup. Follow Brooks on Twitter: twitter.com/brooksaustinba Follow Brooks on Instagram: Instagram.com/brooksaustinba Subscribe to Patreon: https://www.patreon.com/brooksaustin Use promo code BROOKS on Sleeper and get 100% match up to $100! https://Sleeper.com/promo/BROOKS. Terms and conditions apply. #Sleeper Use my code for 10% off your next SeatGeek order*: https://seatgeek.onelink.me/RrnK/FILMGUY10 Sponsored by SeatGeek. *Restrictions apply. Max $20 discount Merch: https://www.universitiesforever.com/collections/the-film-guy?srsltid=AfmBOorER1HarPFY2LnaE-o7-Buoaixs652Lkv_NzIGKModpY-HVb1sV Follow Brooks on Twitter: twitter.com/brooksaustinba Follow Brooks on Instagram: Instagram.com/brooksaustinba Subscribe to Patreon: https://www.patreon.com/brooksaustin Merch: https://www.universitiesforever.com/collections/the-film-guy?srsltid=AfmBOorSWVqg5rlU_J9F7pluw8PS5w0WleTpUI__e81vY_hCHSllA_mN Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Intel and Nvidia are teaming up for multiple reasons, Open AI are planning to build data centers and use a ludicrous amount of power, LLM hallucinations aren't going away, and how long we keep servers and hard drives in production. Plugs Support us on patreon and get an ad-free RSS feed with early episodes […]
Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit
Rate cut - rates up? Diet Stocks - losing weight Good news/bad news - all good for markets Bessent for Fed Chair and Treasury Secretary? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - BRAND New server - all provisioned - Much faster DH Site - Need a new CTP stock! - New Clear Stocks! - To the Sky - Money Tree Market - Tik Tok news Markets - Rate cut - rates up - Diet Stocks - losing weight - Good news/bad news - all good for markets - StubHub IPO Update SELL Rosh Hashanah - Buy Yom Kippur? Vanguard Issues? Got a call this morning..Gent in NY... NEW CLEAR - On Fire! - Have you seen the returns on some of these stocks? - YTD - - URA (Uranium ETF) Up 75% -- SMR (NuScale) Up 164% - - OKLO (OKL) up 518% - - CCJ (Cameco) up 65% TikTok Nonsense - President Donald Trump said in an interview that aired Sunday that conservative media baron Rupert Murdoch and his son Lachlan are likely to be involved in the proposal to save TikTok in the United States. -Trump also said that Oracle executive chairman Larry Ellison and Dell Technologies CEO Michael Dell are also likely to be involved in the TikTok deal. More TikTok - White House Press Secretary Karoline Leavitt says TikTok's algorithm will be secured, retrained, and operated in the U.S. outside of Bytedance's control; Oracle (ORCL) will serve as Tiktok's security provider; President Trump will sign TikTok deal later this week - What does that mean and will it be the same TikTok. - Who is doing the retraining??????? SO MANY QUESTIONS MEME ALERT! - Eric Jackson, a hedge fund manager who partly contributed to the trading explosion in Opendoor, unveiled his new pick Monday — Better Home & Finance Holding Co. - Jackson said his firm holds a position in Better Home but didn't disclose its size. - Shares of Better Home soared 46.6% on Monday after Jackson touted the stock on X. At one point during the session, the stock more than doubled in price. - The New York-based mortgage lender jumped more than 36% last week. Intel - INTC getting even more money. - Now, NVDA pouring in $5B - Nvidia and Intel announced a partnership to jointly develop multiple generations of custom data center and PC products. Intel will manufacture new x86 CPUs customized for Nvidia's AI infrastructure, and also build system-on-chips (SoCs) for PCs that integrate Nvidia's RTX GPU chiplets. - Both the US Government and NVDA got BELOW market pricing on their shares. NVDA $$ - Nvidia is investing in OpenAI. On September 22, 2025, Nvidia announced a strategic partnership with OpenAI, which includes an investment of up to $100 billion - The agreement will help deploy at least 10 gigawatts of Nvidia systems, which will include millions of its GPUs. The first phase is scheduled to launch in the second half of 2026, using Nvidia's Vera Rubin platform. Autism Link - Shares of Kenvue (KVUE) are trading lower largely due to reports from the White House and HHS suggesting a forthcoming warning linking prenatal use of acetaminophen (Tylenol's active ingredient) to autism risk. - Investors are concerned that such a warning could lead to regulatory action, changes in labeling requirements, litigation risk, or reduced demand for one of KVUE's key products. It's estimated that Tylenol accounts for approximately 7-9% of KVUE's total revenue. - The company has strongly denied any scientific basis for the link, but the uncertainty itself is hurting sentiment. - Finally, this also comes on top of recent weak financial performance: KVUE posted a Q2 revenue decline of 4% and cut its full-year guidance on August 7. - - Lawsuits to follow... Pfizer
Transforming over 5,000 network devices across 56 data centers is no small feat. Doing that with a very small team is even more impressive. On today’s episode, sponsored by Network To Code, we talk to Greg Botts from Intel, who with his team accomplished just that. They started with YAML files and DNS records and... Read more »
Former EOS implementer, author, and manufacturing CEO Michael Erath joins me to explore what happens when business frameworks turn from liberators into cages—and how elite organizations escape the trap.Rigid systems like EOS can bring chaos under control, but stop short of greatness. Michael and I dig into why prescriptive “20 tools forever” models break down at scale, how to design for outcomes instead of checklists, and why A-player imposters cost more than missed A-players. We unpack the dangers of short-term cost cutting (Intel, GE), the overlooked genius of Eli Goldratt's Theory of Constraints, and why profit-per-X clarity beats generic “best practices.”The theme running through it: systems should serve people and outcomes, not the other way around. Elite organizations don't settle for “not that bad”—they build adaptive frameworks, measure the right constraint, and pursue excellence with discipline.TL;DR* Systems ≠ salvation: EOS and similar tools help kill chaos but cap out at mediocrity.* Mechanical vs. organic: Treat processes like machines when possible, but don't ignore the living, adaptive side of organizations.The A-player trap: The costliest errors are (1) losing true A-players, and (2) mistaking B-players for A-players.* Constraint clarity: TOC says find the one constraint—fixing it yields immediate profit, unlike slow checklist efficiency.* Profit per X: Identify the metric tied to your real constraint (throughput, calendar days, etc.) and align decisions around it.* Outcomes over inputs: Define every role by its most critical outcome, not by tasks or titles.Memorable lines* “Most systems are built for chaos-to-decent. Elite requires more.”* “Don't pay A-player salaries for B-player conformity.”* “World-class accounts payable never made anyone strategic.”* “Profit per X isn't a spreadsheet trick—it's a spotlight on your real constraint.”GuestMichael Erath — Former manufacturing CEO, EOS implementer turned founder of his own operating framework, and author of Five Obsessions of Elite Organizations.https://www.linkedin.com/in/michaelerath1/http://www.fiveobsessions.comWhy This MattersBusinesses chasing short-term fixes or worshipping rigid frameworks stay stuck at “good enough.” The path to excellence is clarity: knowing your real constraint, aligning outcomes at every level, and designing systems that bend with your people instead of breaking them. If you want organizations that outlast hype cycles and downturns, trade dogma for discipline.Call to ActionIf this conversation lit something up for you, don't just let it fade. Come join me inside the Second Life Leader community on Skool. That's where I share the frameworks, field reports, and real stories of reinvention that don't make it into the podcast. You'll connect with other professionals who are actively rebuilding and leading with clarity. The link is in the show notes—step inside and start building your Second Life today.https://secondlifeleader.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dougutberg.com
In this piece, we look at the AI and data center takeover, and the OpenAI-Oracle deal; the US government equity investment in Intel, the origins of TSMC and how many countries support national champions via industrial policy; efforts in China to reduce excess capacity and consequences for equity investors; crime and municipal solvency in Chicago and Illinois; how tight net new equity supply has been supporting US equity markets since 2011; and pictures from Chilliwack, Canada. View video here
Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit
Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit
3-1 Utes, Big 12 Outlook, Intel World in CFB + more
Transforming over 5,000 network devices across 56 data centers is no small feat. Doing that with a very small team is even more impressive. On today’s episode, sponsored by Network To Code, we talk to Greg Botts from Intel, who with his team accomplished just that. They started with YAML files and DNS records and... Read more »
In this episode of TechMagic, host Lee Kebler is joined by Nic Hill, co-founder and Chief Innovation Officer of Sawhorse Productions, to explore the latest tech developments shaping our digital world. Together, they break down Meta Connect's memorable moments and mobile-first pivot with Horizon Worlds, Intel's surprising $5B partnership with NVIDIA, and Lee's first-hand experience with Waymo's autonomous vehicles. The discussion also covers TikTok's potential acquisition by Oracle and the future of AR glasses and spatial computing. With insider insights and thoughtful analysis, Lee and Nic unpack how legacy tech companies are navigating rapid innovation, offering a must-listen guide for tech enthusiasts and professionals alike. Cathy is away this week and will rejoin the show next week.Come for the tech and stay for the magic!Lee Kebler Bio:Lee has been at the forefront of blending technology and entertainment since 2003, creating advanced studios for icons like Will.i.am and producing music for Britney Spears and Big & Rich. Pioneering in VR since 2016, he has managed enterprise data at Nike, led VR broadcasting for Intel at the Japan 2020 Olympics, and driven large-scale marketing campaigns for Walmart, Levi's, and Nasdaq. A TEDx speaker on enterprise VR, Lee is currently authoring a book on generative AI and delving into splinternet theory and data privacy as new tech laws unfold across the US.Lee Kebler on LinkedInNic Hill Bio:Nic Hill is the Co-Founder and Chief Innovation Officer at Sawhorse Productions, a full-service production and post house specialising in branded content, commercials, and scripted and non-scripted shows. With over 12 years of experience, Nic has assembled a talented team of experts in video production, editing, and comedy. Passionate about immersive metaverse experiences that blur the line between film and gaming, he delivers innovative content for leading brands, studios, and agencies worldwide. Previously, Nic worked as an independent film director and editor, creating internationally acclaimed documentaries. Based in Los Angeles, he enjoys DJing, biking, and family time.Nic Hill on LinkedInKey Discussion Topics:00:00 Intro & Welcome from LA05:31 Inside MetaConnect: A Front Row Perspective08:15 Meta's Smart Glasses Evolution & Design Strategy21:27 Horizon Worlds' Mobile-First Transformation33:35 First-Hand Experience with Waymo's Self-Driving Cars40:45 NVIDIA's $5B Investment in Intel: Gaming's Future44:30 Oracle's TikTok Acquisition & Social Media Shifts51:25 The Smart Glasses Arms Race: Amazon & OpenAI Enter55:31 Final Thoughts: Alien Earth & AI Evolution Hosted on Acast. See acast.com/privacy for more information.
Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit
Timestamps• 8:15 – Intel's best day since 1987: +22% after Nvidia's $5B investment. Is this Intel's AI comeback or just Nvidia hedging?• 17:16 – H-1B Visa Whiplash: Trump slaps new fees, Big Tech & Wall Street scramble, workers rush back before midnight.• 35:00 – Apple shares rebound.• 42:30 – Nvidia stock rises on $100B OpenAI partnership news.• 50:00 – Will stock prices come down soon?• 57:00 – Disney stock fallout after the Jimmy Kimmel debacle.• 1:12:00 – Lyft surges 20% after Waymo robotaxi deal in Nashville. Uber vs Lyft.• 1:33:00 – SMH ETF hits all-time high.• 1:39:00 – Build-A-Bear stock update.• 1:41:00 – Steve Carless joins to discuss AI music artists.Intel just had its best day since 1987, surging 22% after Nvidia announced a $5 billion investment in the struggling chipmaker. Is this the start of Intel's AI comeback or just Nvidia hedging its bets? We break down what this move really means for the semiconductor industry and the AI revolution.Meanwhile, Trump's new H-1B visa fees have sent shockwaves through Big Tech and Wall Street. Microsoft, Amazon, Alphabet, and Goldman Sachs scrambled to issue urgent memos as Indian and Chinese workers rushed back to the U.S. before the midnight deadline. Plus, Apple shares rebound, Nvidia pops on a $100 billion OpenAI partnership, and Disney faces major fallout after the Jimmy Kimmel debacle.We also dive into the rideshare wars as Lyft jumps 20% on a Waymo robotaxi deal, Uber vs Lyft face-off, SMH ETF hitting all-time highs, and even Build-A-Bear stock making noise. To close, music industry veteran Steve Carless joins the conversation to explore the future of AI music artists and how tech continues to disrupt every corner of business and culture.#StockMarket #Intel #Nvidia #Apple #Disney #Lyft #Uber #AI #Investing #MarketMondays #SteveCarlessOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
On this week's episode of Economic Update, Professor Wolff delivers updates on the Vermont Public Employers who got the contractual right to act with pay to "defend democracy," Tesla's board offers Musk a $1 trillion CEO pay package, Trump and top corporate executives merge at Intel and other hi-tech corporations, quite like the mergers in Nazi Germany and fascist Italy. The second half of the show features an interview with Joe Berry and Helena Worthen, long-time organizers of 'contingent' scholastic faculty in the U.S. (now comprising 75% of higher education teachers), and who are now activists in Higher Education Labor United (HELU). The d@w Team Economic Update with Richard D. Wolff is a DemocracyatWork.info Inc. production. We make it a point to provide the show free of ads and rely on viewer support to continue doing so. You can support our work by joining our Patreon community: https://www.patreon.com/democracyatwork Or you can go to our website: https://www.democracyatwork.info/donate Every donation counts and helps us provide a larger audience with the information they need to better understand the events around the world they can't get anywhere else. We want to thank our devoted community of supporters who help make this show and others we produce possible each week. We kindly ask you to also support the work we do by encouraging others to subscribe to our YouTube channel and website: www.democracyatwork.info
S2 Underground Nexus (Submit Tips Here): https://nexus-s2underground.hub.arcgis.com/ Research Notes/Bibliography can be found here: https://publish.obsidian.md/s2underground Common Intelligence Picture: https://www.arcgis.com/home/item.html?id=204a59b01f4443cd96718796fd102c00 Border Crisis Map: https://www.arcgis.com/home/item.html?id=7f13eda1f301431e98a7ac0393b0e6b0 TOC Dashboard: https://experience.arcgis.com/experience/ebe374c40c1a4231a06075155b0e8cb9/ 00:00 - Global Strategic Concerns 02:09 - Strategic Movement 02:35 - Kinetic Events 12:23 - Redeemed 16:00 - Gross 16:57 - Venezuela 20:32 - Intercepted GhostNet Reports Download the GhostNet plan here! https://github.com/s2underground/GhostNet The text version of the Wire can be found on Twitter: https://twitter.com/s2_underground And on our Wire Telegram page here: https://t.me/S2undergroundWire If you would like to support us, we're on Patreon! https://www.patreon.com/user?u=30479515 Disclaimer: No company sponsored this video. In fact, we have ZERO sponsors. We are funded 100% by you, the viewer. All of our funding comes from direct support from platforms like Patreon, or from ad revenue on YouTube. Without your support, I simply could not do this work at all, so to those of you who chose to support my efforts, I am eternally thankful. Odysee: https://odysee.com/@S2Underground:7 Gab: https://gab.com/S2underground Rumble: https://rumble.com/c/S2Underground BitChute: https://www.bitchute.com/channel/P2NMGFdt3gf3/ Just a few reminders for everyone who's just become aware of us, in order to keep these briefings from being several hours long, I can't cover everything. I'm probably covering 1% of the world events when we conduct these briefings, so please remember that if I left it out, it doesn't necessarily mean that it's unimportant. Also, remember that I do these briefings quite often, so I might have covered an issue previously that you might not see if you are only watching our most recent videos. I'm also doing this in my spare time, so again I fully admit that these briefings aren't even close to being perfect; I'm going for a healthy blend of speed and quality. If I were to wait and only post a brief when it's "perfect" I would never post anything at all. So expect some minor errors here and there. If there is a major error or correction that needs to be made, I will post it here in the description, and verbally address it in the next briefing. Also, thanks for reading this far. It is always surprising the number of people that don't actually read the description box to find more information. This content is purely educational and does not advocate for violating any laws. Do not violate any laws or regulations. This is not legal advice. Consult with your attorney. Our Reading List! https://www.goodreads.com/user/show/133747963-s2-actual The War Kitchen Channel! https://www.youtube.com/channel/UCYmtpjXT22tAWGIlg_xDDPA
Join The Full Nerd gang as they talk about the latest PC building news. In this episode the gang covers huge news of Nvidia investing/partnering with Intel to take over computing, what to do about the recent WinRing0 alerts, and more. And of course we answer your questions live! Links: - Nvidia invests in Intel: https://www.pcworld.com/article/2913435/rtx-graphics-on-cpus-nvidia-and-intel-are-joining-forces.html - Intel/Nvidia alliance opinion: https://www.pcworld.com/article/2913861/nvidias-alliance-with-intel-is-the-end-of-pc-graphics-as-we-know-it.html - Intel/Nvidia chip might takes years: https://www.pcworld.com/article/2915876/nvidia-and-intels-collaborative-pc-chips-might-not-happen-for-years.html - Intel discrete roadmap: https://www.pcworld.com/article/2913872/intel-nvidia-deal-doesnt-change-its-roadmap.html - WinRing0 alerts: https://www.pcworld.com/article/2912435/if-windows-defender-flags-winring0-on-your-gaming-pc-pay-attention.html - Windows Xbox "leak": https://www.pcworld.com/article/2913585/windows-xbox-ui-leaked-for-all-handhelds-ahead-of-rog-ally-launch.html Join the PC related discussions and ask us questions on Discord: https://discord.gg/SGPRSy7 Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall @WillSmith ============= Read PCWorld! Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters/signup =============
Last month, President Trump announced that the federal government had obtained a 10% stake in Intel, Oregon’s largest private employer. Nvidia, one of Intel’s biggest competitors, announced last week that it would invest $5 billion in Intel. The company also got a $2 billion investment from SoftBank. Mike Wilkerson, director of Economic Research at ECOnorthwest, joins us to talk about what all this means for Intel and for Oregon.
49ers INTEL: Trey Hendrickson, Kayvon Thibodeaux trades in Nick Bosa ACL aftermath Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Which is the better healthcare Breaker? Alicia Alfiere, Sanmeet Deo, and Tim Beyers pit Progyny against Hims & Hers. Leave a comment to get in on the debate! Alicia Alfiere, Sanmeet Deo, and Tim Beyers discuss: - Progyny vs. Hims & Hers - who goes on the watchlist? - Intel and NVIDIA's big $5 billion deal. - Reflections on Rule Breaker Investing. Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing. It's on shelves now; get it before it's gone! Companies discussed: PGNY, HIMS, INTC, NVDA Host: Tim Beyers Guests: Alicia Alfiere, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
ITB's Eagles beat reporter Andrew DiCecco gives his insights from covering the Eagles on a daily basis.In this episode, he gives more insight into the Eagles claiming WR/PR Xavier Gipson off waivers.
OpenAI is now going after .... Apple?
Dan Nathan welcomes Gene Munster, founder and managing partner of Deepwater Asset Management. They discuss a range of topics including Apple's latest iPhone release, consumer reactions, and its implications for the company's future earnings and margins. The conversation then shifts to Nvidia's $5 billion investment in Intel and its implications in the context of U.S.-China trade relations. Additionally, the duo analyzes Nvidia's $900 million acquihire move and the broader implications for AI advancements. The podcast also covers the ongoing trade discussions related to TikTok and its potential acquisition by an American consortium, emphasizing the importance of controlling the algorithm and data privacy. Gene and Dan debate the impact of these developments on the market and the tech industry at large. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Nvidia's $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah Wang, general partner at a16z, and Guido Appenzeller, a16z partner and former CTO of Intel's Data Center and AI business unit. Together, they dig into what the deal means for Nvidia, Intel, AMD, ARM, and Huawei; the state of US-China tech bans; Nvidia's moat and Jensen Huang's leadership; and the future of GPUs, mega data centers, and AI infrastructure. Resources: Find Dylan on X: https://x.com/dylan522pFind Sarah on X: https://x.com/sarahdingwangFind Guido on X: https://x.com/appenzLearn more about SemiAnalysis: https://semianalysis.com/dylan-patel/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
It’s big-money deals and ever-more AI on this week’s Network Break. We start with a red alert from NVIDIA, which has rolled out a software upgrade to patch multiple bugs in its Triton Inference Server, one of which is a dangerous remote code execution vulnerability. On the news front, NVIDIA pledges a $5 billion investment... Read more »
This episode centers on navigating markets at all-time highs after last week's FOMC head-fake. We discuss how to balance staying long with reducing risk, trimming SPX put-credit spreads, and the trade-offs of skipping entries during volatile weeks.Brian joins to walk through his weekend watchlist and three core income strategies: in-the-money covered calls, poor man's covered calls (diagonals), and broken-wing butterflies—including how he manages risk, targets returns, and selects trades. We also cover SPY covered calls vs. selling puts, an update on Intel's surprise breakout, and practical ways to use mechanical strategies like Alpha Crunching's Thursday PCS setup.Symbols mentioned: SPX, SPY, ETSY, BABA, RKLB, INTC.
It’s big-money deals and ever-more AI on this week’s Network Break. We start with a red alert from NVIDIA, which has rolled out a software upgrade to patch multiple bugs in its Triton Inference Server, one of which is a dangerous remote code execution vulnerability. On the news front, NVIDIA pledges a $5 billion investment... Read more »
It’s big-money deals and ever-more AI on this week’s Network Break. We start with a red alert from NVIDIA, which has rolled out a software upgrade to patch multiple bugs in its Triton Inference Server, one of which is a dangerous remote code execution vulnerability. On the news front, NVIDIA pledges a $5 billion investment... Read more »
NVIDIA has made a significant move by investing $5 billion in Intel, acquiring approximately 4% ownership of the company. This partnership aims to co-develop custom data center and personal computer products, integrating NVIDIA's advanced AI and accelerated computing capabilities with Intel's leading CPU technologies. The collaboration is expected to create custom x86 chips that will be manufactured by Intel to NVIDIA's specifications, potentially generating an annual opportunity worth between $25 and $50 billion once the products are launched. Despite this partnership, Intel will continue to develop its own ARC graphic processing units, although the messaging around this dual focus may create confusion.The Federal Reserve has cut interest rates by a quarter point, a decision framed as a risk management measure amid a cooling labor market. While job gains have slowed and inflation remains high, the Fed's cautious approach indicates limited support for deeper cuts. In the tech sector, the U.S. personal computer industry is facing challenges, with shipments declining due to inventory issues and consumer reluctance to upgrade their devices, even with the impending end of support for Windows 10. This stagnation in consumer sales reflects broader economic uncertainties as buyers prioritize essential expenses.Meanwhile, global spending on artificial intelligence is projected to reach nearly $1.5 trillion this year, driven by a boom in cloud data center construction and rising enterprise investments in AI technologies. Despite the enthusiasm surrounding AI, a recent McKinsey report reveals that 80% of companies utilizing generative AI have not seen tangible impacts on their earnings, highlighting a disconnect between the hype and real-world performance. As stock prices rise, recession signals are emerging, suggesting a need for caution in an increasingly concentrated market.Managed service providers (MSPs) are strategically positioned within a $608 billion industry, despite a decline in optimism regarding significant revenue growth. The demand for managed IT services continues to rise, with many providers diversifying their revenue streams by offering consulting and design services. Additionally, IT outages are costing businesses an estimated $76 million annually, emphasizing the importance of uptime over tools. As the landscape evolves, providers must focus on delivering outcomes rather than competing solely on software, ensuring that customers receive the value they need to maintain business continuity. Three things to know today00:00 Fed Rate Cut, PC Sales Slump, and $1.5T AI Hype: Why IT Providers Must Focus on Security and Outcomes04:36 $76M Downtime Losses, Cooling MSP Optimism, 7x Security Multipliers, and Mainframe ROI—All Point to Services as the Real Value08:16 Nvidia Buys 4% of Intel in $5B Deal, Betting on Custom AI Chips for Servers and PCs This is the Business of Tech. Supported by: https://scalepad.com/dave/Webinar: https://bit.ly/msprmail All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of The Cybersecurity Defenders Podcast, we discuss some intel being shared in the LimaCharlie community.ESET Research has uncovered what it believes to be the first documented case of AI-powered ransomware, dubbed PromptLock.Multiple CrowdStrike-branded npm packages were recently discovered to be compromised, marking a new wave in the ongoing “Shai-Hulud” supply chain attack campaign.Researchers at AI security firm EdisonWatch have uncovered a new vulnerability in the ChatGPT calendar integration, revealing how it can be exploited to execute attacker-controlled commands.The most mature and globally distributed FileFix campaign observed to date is now active in the wild, according to researchers at Acronis.Support our show by sharing your favorite episodes with a friend, subscribe, give us a rating or leave a comment on your podcast platform.This podcast is brought to you by LimaCharlie, maker of the SecOps Cloud Platform, infrastructure for SecOps where everything is built API first. Scale with confidence as your business grows. Start today for free at limacharlie.io.
O home office foi um marco da pandemia, mas grandes empresas já estão chamando os colaboradores de volta para os escritórios. No Podcast Canaltech de hoje, Elisa Fontes, repórter do Canaltech, conversa com Édio Bertoldi,vice-presidente do Conselho Deliberativo da Associação Brasileira de Recursos Humanos do Brasil (ABRH), sobre os motivos por trás dessa mudança, os impactos para os trabalhadores e o papel do modelo híbrido como possível equilíbrio. Ele também aponta quais são as habilidades mais importantes para quem está voltando ao presencial: inteligência emocional, resiliência e flexibilidade. Um papo essencial para entender o futuro do trabalho e como empresas e profissionais podem se preparar. Você também vai conferir: NVIDIA e Intel fecham parceria bilionária para acelerar a era da inteligência artificial, Microsoft e Cloudflare derrubam fábrica global de golpes de phishing, YouTube amplia uso de IA para detectar e combater deepfakes de criadores, Procon dos EUA chama Microsoft de hipócrita pelo fim do suporte ao Windows 10 e Google revela os 3 golpes digitais mais comuns no Brasil. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Claudio Yuge, André Lourenti, Marcelo Fischer e Lilian Sibila sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.
Redox is embracing Wayland, Ubuntu is supporting CUDA, and Fedora is introducing Fedora Forge. The eBPF foundation has $100,000 worth of grant money to award, BcacheFS works out DKMS packaging, and Mesa moves towards guidelines for AI code. Fedora 43 and Plasma 6.5 both hit beta this week, with releases coming soon. For tips, we have Semaphore UI for managing ansible and other DevOps tools, wpctl set-profile for more WirePlumber management, and Terminus for gamifying command line learning. You can catch the show notes at https://bit.ly/3KdSukS and enjoy! Host: Jonathan Bennett Co-Hosts: Ken McDonald and Rob Campbell Download or subscribe to Untitled Linux Show at https://twit.tv/shows/untitled-linux-show Want access to the ad-free video and exclusive features? Become a member of Club TWiT today! https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.
What drove Intel's best day since 1987? And why is the owner of Olive Garden struggling? Plus, how are tariffs impacting FedEx? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices
What drove Intel's best day since 1987? And why is the owner of Olive Garden struggling? Plus, how are tariffs impacting FedEx? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kara and Scott discuss ABC pulling “Jimmy Kimmel Live!” for a joke about the Charlie Kirk shooting, Trump filing a defamation suit against the New York Times, and Pam Bondi attempting to clean up her “hate speech” mess. Plus, FBI Director Kash Patel's heated testimony before the House Judiciary Committee, Nvidia's $5 billion investment in Intel, and President Trump's fourth extension of the TikTok ban deadline. Watch this episode on the Pivot YouTube channel. Follow us on Instagram and Threads at @pivotpodcastofficial. Follow us on Bluesky at @pivotpod.bsky.social. Follow us on TikTok at @pivotpodcast. Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
There's a lot of gadget news this week! But we begin the show in an unprecedented way: with a bit of Brendan Carr is a Dummy, America's favorite podcast within a podcast. Nilay pops on the show to discuss what happened to Jimmy Kimmel, why the FCC's assault on speech is so dangerous, and why a couple of broadcast TV companies matter so much to the story. After that, Jake Kastrenakes and Richard Lawler join to talk about all of Meta's new smart glasses, including the company's first pair with a built-in display. Finally, in the lightning round, we talk about Reddit's new AI deal with Google, Nvidia's new chip deal with Intel, and Samsung's terrible plan to put ads on your fridge. Further reading: Here's the Jimmy Kimmel clip that got him pulled off the air Jimmy Kimmel Live pulled after FCC threat over Charlie Kirk joke Republicans are honoring Charlie Kirk's memory by declaring war on the First Amendment Charlie Kirk's death got complicated by “extremely online” culture The right wing is creating a society of snitches Meta Ray-Ban Display hands-on: the best smart glasses I've ever tried Oakley Meta Vanguard hands-on: what athletes actually want Meta's new Ray-Ban smart glasses have twice the battery life Conversation focus is the first new feature on deck. I sat down with Mark Zuckerberg to try Meta's impressive new Ray-Ban Display glasses Meta is opening up its smart glasses to developers | The Verge Snap OS 2.0 is a small step towards AR glasses you might actually wear Android's next flagship processor is the ‘Snapdragon 8 Elite Gen 5' Nothing wants you to talk to your earbuds' charging case Nvidia invests $5 billion into Intel to jointly develop PC and data center chips The US and China might finally have a TikTok deal U.S. Investors, Trump Close In on TikTok Deal With China Samsung brings ads to US refrigerators Reddit wants a better AI deal with Google: users in exchange for content YouTube is inching closer to becoming a shopping channel Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Learn more about your ad choices. Visit podcastchoices.com/adchoices
President Trump's Corporate State (Intel Edition) by Ron Paul Liberty Report
What if laughter wasn't just fun—but a social superpower? In this episode, AJ and Johnny unpack the science of laughter and why it's one of the strongest signals of connection, trust, and influence. Far more than a reaction to humor, laughter is a primal bonding mechanism that makes you more memorable, likable, and magnetic. They break down why people laugh even when nothing's funny, how laughter spreads through mirror neurons, and why it's one of the easiest ways to shift group dynamics in your favor. With insights from research in psychology and evolutionary biology, plus client stories, AJ and Johnny reveal how to use laughter as a tool—not a trick—for stronger relationships, better networking, and higher social intelligence. What to Listen For [00:00:00] Why laughter evolved as a bonding tool, not just a reaction to humor [00:01:12] The contagious effect of laughter and how mirror neurons spread emotion [00:02:43] Why people laugh to signal belonging—even when nothing is funny [00:04:11] The role of laughter in reducing tension and disarming conflict [00:06:05] Client story: how one simple laugh shifted a networking event [00:07:39] Why “fake laughter” still works to open doors [00:09:02] The difference between laughing with and laughing at—and why it matters [00:10:48] Laughter as a high-value signal of confidence and comfort [00:12:26] How to strategically use laughter to strengthen influence [00:13:57] Weekly challenge: practice laughter as a connector, not a performance A Word From Our Sponsors Stop being over looked and unlock your X-Factor today at unlockyourxfactor.com The very qualities that make you exceptional in your field are working against you socially. Visit the artofcharm.com/intel for a social intelligence assessment and discover exactly what's holding you back. Indulge in affordable luxury with Quince. Upgrade your wardrobe today at quince.com/charm for free shipping and hassle-free returns. Grow your way - with Headway! Get started at makeheadway.com/CHARM and use my code CHARM for 25% off. Ready to turn your business idea into reality? Sign up for your $1/month trial at shopify.com/charm. Need to hire top talent—fast? Claim your $75 Sponsored Job Credit now at Indeed.com/charm. This year, skip breaking a sweat AND breaking the bank. Get your summer savings and shop premium wireless plans at mintmobile.com/charm Save more than fifty percent on term life insurance at SELECTQUOTE.COM/CHARM TODAY to get started Curious about your influence level? Get your Influence Index Score today! Take this 60-second quiz to find out how your influence stacks up against top performers at theartofcharm.com/influence. Check in with AJ and Johnny! AJ on LinkedIn Johnny on LinkedIn AJ on Instagram Johnny on Instagram The Art of Charm on Instagram The Art of Charm on YouTube The Art of Charm on TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices