Podcast appearances and mentions of Jensen Huang

ep. 1018: The Nvidia Leadership Principle That Changed How I Give FeedbackWhat if the biggest leadership mistake isn't giving too much feedback—but giving it to too few people?In this episode, I share one of the most powerful leadership lessons I took away from The Nvidia Way. As Nvidia grew into one of the world's most valuable companies, Jensen Huang realized that one-on-one coaching no longer scaled. His solution challenged the way I think about leadership, accountability, and building a learning organization.We explore why one person's mistake can become everyone else's lesson, how public feedback—when delivered with the right intent—can improve decision-making across an entire team, and why great leaders focus on scaling learning, not just managing people.Whether you lead a business, manage a sales team, coach others, or simply want to become a better communicator, this episode will challenge you to rethink how feedback is given and how organizations learn.If you're tired of repeating the same lessons over and over, this conversation may change the way you lead.In this episode, you'll learn:Why great leaders make learning scalable.The difference between public learning and public embarrassment.How feedback can improve decision-making before mistakes happen.Why accountability and transparency create stronger teams.A practical leadership question that can transform the way you coach others.If this episode challenges your thinking, I'd love to hear from you. Share your biggest takeaway in the comments, and don't forget to subscribe for more conversations on leadership, sales, business, and personal growth.TEXT ME!Support the show

Parce que… c'est l'épisode 0x326! Shameless plug 19 septembre 2026 - Bsides Montréal 22 septembre 2026 - BE-Cyber 24 et 25 septembre 2026 - BruCON 1 au 3 octobre 2026 - AligatorCon 13 et 14 novembre 2026 - DEATHCon 16 au 19 novembre - European Cyber Week 1 au 3 décembre 2026 - Forum INCYBER - Canada 2026 24 et 25 février 2027 - SéQCure 2027 Notes IA ou Ghost in the shell A l'ère du marketing du Terminator Lessons from the OpenAI/HuggingFace AI Security Incident Anatomy of a Frontier Lab Agent Intrusion: A Technical Timeline of the July 2026 Incident Anthropic and OpenAI are competing to see whose agents can go rogue harder Anthropic Says Claude Hacked Into 3 Organizations During Cybersecurity Tests Anthropic's Claude escaped test sandbox to attack three organizations Claude published malicious code to the Internet and attacked 3 real companies Cyber-Capable AI Agents: Vulnerabilities, Evaluation Containment, and Defensive Response Hugging Face Breach Raises Hard Questions on Liability Tailscale in the Hugging Face intrusion: The good news and the bad news The OpenAI and Anthropic AI Hacking Sprees Are a Messy New Legal Frontier What the Hugging Face breach reveals about defense in the age of agentic AI When AI Agents Escape Sandboxes, Old Security Rules Apply OpenAI Agent Used Exposed Credentials Across Four Services During Hugging Face Breach OpenAI says its rogue AI tried to hack other companies OpenAI's Hacking Debacle Comes Down to Human Error OpenAI's rogue agent shows why we need federal rules for autonomous AI OpenAI's Rogue AI Agent Hacked More Than Just Hugging Face JFrog tries to spin OpenAI 0-day exploit of its app into a success story Investigating three real-world incidents in our cybersecurity evaluations Petite autonomie Hacker uses DeepSeek AI to autonomously attack vulnerable servers Autonomie virale Copilot worm can spread through Microsoft Word docs Context Collapse, Part 3 - AI Worming through Word Casser la glace AI-assisted security tools are finding more bugs, but the threat level has not changed Anthropic is finding bugs faster than Microsoft can fix them Chrome Needs Twice-a-Week Patching Thanks to AI Bug Hunting Claude Mythos Preview Discovers Cryptographic Weaknesses That Human Experts Missed for Years Some thoughts about Anthropic's new cryptanalysis results – A Few Thoughts on Cryptographic Engineering Nu est le problème Elon Musk's xAI is trying to sue its way out of a Grok reckoning Hugging Face Has a Deepfake Nudes Problem High school defends staying silent while boys made AI nudes of 59 classmates Pas si libre Closed models refuse to help researcher swat Linux bug Tech giants link hands to praise open AI models after OpenAI - Hugging Face attack [Industry Leaders Join Open Secure AI Alliance for AI Safety and Security NVIDIA Blog](https://blogs.nvidia.com/blog/open-secure-ai-alliance/?ncid=partn-84075) Jensen Huang's first-ever post on X is in defense of open access to AI models, alongside Google, OpenAI, and Meta A Fundamental Flaw Leaves LLMs Strikingly Vulnerable To Attack Google Earth risked ruin with retracted AI tool for making fake satellite pics How platform engineering 2.0 mitigates AI security and compliance risks Microsoft's solution to AI security: more AI and more acronyms Private Claude Chats Exposed in Google and Bing Search Results Professor's invisible prompt trap catches 32 students cheating on their midterm with AI La guerre, la guerre, c'est pas une raison pour se faire mal! En eau trouble A Leaked Memo Ties Cyberattacks on Minnesota Water Utilities to Iran [CISA warns of spike in attacks on water systems as Minnesota incidents probed The Record from Recorded Future News](https://therecord.media/cisa-warns-of-spike-in-water-system-attacks) Hackers Targeted Municipal Water Systems In 7 States This Week, FBI Says Trump blames Minnesota for cyberattacks on water sector, drawing pushback from cyber world How Pro-Iran Hacktivist Networks Mobilize During Kinetic Conflict Souveraineté ou vive le numérique libre! Trump Administration Bans New Chinese Humanoid Robots Pluralistic: How the EU can punish Google (despite Trump) Privacy ou cachez ces informations que je ne saurais voir What the Flock ‘I Would Never Do This To You:' Protesting Flock, Arizona Man Presents Plan to Surveil Government Officials Flock Cameras Are Being Destroyed Across the US Apple's smart glasses are running late because they don't want to stir a privacy storm DEF CON bans Meta-style ‘pervert glasses' FTC sues Hims & Hers for allegedly sharing patient information with third-party platforms GrapheneOS Defends Data-Wiping Function That Blocked US Border Search Measuring Healthcare Data Leaks and Security Flaws at Internet Scale OTI - Le lien à usage unique que les bots ne crament plus I am the law As New York Finalizes New Social Media Rules, US Senate Considers Nationwide ‘SCREEN' Act Most Australian teens still on social media three months after under-16 ban began, study finds Robustness and Cybersecurity in the EU Artificial Intelligence Act Russia Charges Telegram Founder Durov With Facilitating Terrorism Red ou tout ce qui est brisé Adversaries Don't Need a Zero-Day — They Read Your Rulebook The Gentlemen Ransomware Kills Nearly 180 Security Processes Before Encrypting Your Files What does GitHub's security team even do? Blue ou tout ce qui améliore notre posture Divers ou parce que j'ai aucune idée où les placer Google goes it alone with a new cybercrime crew taxonomy Collaborateurs Nicolas-Loïc Fortin Crédits Montage par Intrasecure inc Locaux réels par Intrasecure inc

Farside Correction Strike Launches Beneficiary Planning for Bitcoin Inheritance https://x.com/strike/status/2082560745498157548 CLARITY Act Protects Self-Custody Bitcoin from Abandoned Property Laws https://x.com/intangiblecoins/status/2081055716282953999 Vinteum Announces New Bitcoin Fellowship Cycle and Fellows https://x.com/vinteum_org/status/2080376273893728602 Jensen Huang's First X Post: NVIDIA Supports Open AI Models https://x.com/jensenhuang/status/2080643682408321103 Nigeria | Tinubu Establishes Virtual Asset Council Nigerian President Bola Tinubu signed an executive order establishing a coordinated framework for the regulation of digital assets. The new “Virtual Asset Council” will be chaired by the Central Bank of Nigeria, with the Nigerian Securities and Exchange Commission, Nigeria Revenue Service, and other financial and national security officials also involved. The Nigerian SEC will oversee virtual assets classified as securities, while the central bank will register payment, custody, settlement, and other non-security assets. FinancialFreedomReport.org Sparrow Wallet 2.5.3: ERA Hardware Wallet Support, XDG Directories, and PSBT Verification https://github.com/sparrowwallet/sparrow/releases/tag/2.5.3 Vexl v1.45.1: Performance Improvements and VCF Contact Backup https://github.com/vexl-it/vexl/releases/tag/v1.45.1_883 Amethyst v1.13.0: Napplet/nSite Browser Host, Cashu CLI Support, NIP-22 Comments, and Tor Onion-Location https://github.com/vitorpamplona/amethyst/releases/tag/v1.13.0 Blitz Wallet Android v0.7.14: Faster Payments, Transaction Filtering by Description, and Simplified UI https://github.com/BlitzWallet/BlitzWallet/releases/tag/Android-v0.7.14 India Forces GitHub to Remove Bitchat App https://x.com/callebtc/status/2080576044168339662 Bitchat Enables Offline Self-Transfer to Other Android Phones https://x.com/callebtc/status/2082106744788955310 Bitchat Coming to Smartwatches as Decentralized Mesh Walkie-Talkie https://x.com/callebtc/status/2082427446154997910 Bitle: Open-Source ESP32 Mesh Relay for Off-Grid Bitchat https://x.com/Alacritic_Super/status/2082055423109247402 Russia Charges Telegram Founder Pavel Durov with Facilitating Terrorism https://www.reuters.com/world/russias-fsb-charges-telegram-founder-durov-with-facilitating-terrorism-ifax-says-2026-07-29/ Colorado's New Restrictive Process for Buying Semi-Auto Firearms https://x.com/avaflanell_/status/2080706895787249842 3:33 - Blaze it 8:33 - Dashboard 9:48 - Corrections 14:03 - Strike inheritance 15:38 - CLARITY protects from Noah Doe 25:18 - Vinteum 28:13 - Jensen tweets 35:13 - Boosts 36:28 - HRF Story of the Week 38:43 - Software updates 55:43 - Durov flips off Moscow 57:48 - Colorado has fallen 1:01:33 - Geo time Shoutout to our sponsors: Strike https://strike.me/ Stakwork https://stakwork.ai/ Salt of the Earth https://drinksote.com/rhr Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/marty Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/

The AI race is entering a new phase, and it's no longer just about who has the smartest chatbot. This week, the Iron Gate team breaks down the growing battle between open-source and closed AI models, why leaders like Jensen Huang, Elon Musk, and Sam Altman are taking sides, and what it could mean for the future of investing. They also discuss Google's latest earnings, why billions in AI spending rattled Wall Street despite strong results, and why long-term investors should look beyond the headlines. The conversation also explores why hyperscalers like Google, Microsoft, Amazon, and Meta remain at the center of the AI revolution, and why demand for computing power continues to surge. Finally, the team shares why they're optimistic about America's reindustrialization, the massive wave of infrastructure investment underway, and how market volatility can create some of the best long-term investment opportunities. Whether you're following AI, the stock market, or simply looking to become a better investor, this episode offers valuable perspective on one of the biggest stories shaping the future. Here's to wise investing.

Mark Zuckerberg's net worth declined by nearly $18 billion on Thursday as Meta's stock paced an 11-day losing streak, with Wall Street souring on the Facebook parent's plans to accelerate spending on AI. Shares of Meta plunged 9% as of Thursday afternoon, pacing what would be the stock's worst single-day loss this year so far and a 21.7% slide over the last 11 trading sessions. The latest dip in Meta's shares cut $17.8 billion from Zuckerberg's net worth, valued at $183.3 billion, ranking him the sixth-richest person in the world directly ahead of Nvidia's Jensen Huang ($167.2 billion) and behind Michael Dell ($228.9 billion). Learn more about your ad choices. Visit megaphone.fm/adchoices

Le « moment Spoutnik » de l'IA : sortie de Kimi K3 Un modèle chinois rivalise avec Claude et GPT-5 pour cinq fois moins d'argent. Ce n'est pas une copie — c'est une menace directe sur les valorisations à mille milliards de dollars construites en quelques années à peine aux États-Unis.La Maison Blanche crie au vol, mais les outils qui font tourner la Silicon Valley utilisent déjà des modèles chinois. La distillation dont on accuse Moonshot, c'est le même processus qui a permis à Cursor de devenir ce qu'il est aujourd'hui.Ce qui bascule, ce n'est pas seulement le leadership technologique. C'est la question de qui a le droit de construire sur quoi et qui protège son oligopole en se cachant derrière la réglementation.===================⏱️ DANS CET ÉPISODE :===================0:00 — Intro0:34 — Kimi K3, le modèle chinois qui défie l'Amérique3:03 — Une architecture innovante et des coûts inédits11:47 — Distillation: voler ou s'inspirer légitimement17:52 — 5 milliards contre 100: le choc de valorisation19:30 — La contrainte comme arme secrète des Chinois22:16 — Les LLM plafonnent26:03 — Jensen Huang contre Washington: la Silicon Valley en révolte34:02 — Kimi K3 s'adresse à qui concrètement=============

YC's Nemil Dalal joins to explain why he's never been more bullish as BitMEX winds down after 11 years, whether every failed crypto idea (TCRs, DAOs, creator coins) eventually works, why crypto is really about money, Base's consumer mea culpa, on-chain reputation and credit, and who pays in the x402 AI-agent era. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week they're joined by Nemil Dalal, Visiting Partner at Y Combinator and ex-Coinbase, where he led USDC and the Coinbase Developer Platform. He's here to explain why, with exchanges winding down left and right, he's somehow never been more bullish. The crew digs into the great contrast of the moment: BitMEX shutting down after 11 years (plus BitMart, Movement Labs, Balancer Labs) while the plumbing quietly prints, and whether Imran's viral 'everything that failed will eventually work' thesis is genius or toxic positivity. From there it's the question of whether crypto is really only about money (Jesse's Base mea culpa included), a war-memories tour through TCRs, on-chain reputation and why pure on-chain credit keeps faceplanting, and finally who actually pays in the x402 AI-agent era, and whether decentralization even survives contact with Google-shaped gravity. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

AI news: Sam Altman says we're IN the Singularity, GPT-6 rumors, and AI models literally broke out of their sandbox. What a week. On today's AI For Humans, we dig into the wild GPT-6 rumors (emphasis on RUMORS), Sam Altman's "I've been waiting for this my whole life" singularity moment, Ilya Sutskever's SSI scaling up with Nvidia, and the ongoing debate over whether Anthropic's Opus 5 is brilliant or just hard to love. Also: Flux 3 might be the best AI video model we've seen yet (wait until you see Stacked Plates Man), Runway teases Seedance 2.5, and the new Big Bang Theory has an AI controversy.  Plus, THE SCARY STUFF: OpenAI's models exploited a zero-day and compromised Hugging Face during a security eval, the fight over open weights heats up as Kimi K3 goes open, and Chinese robots run military drills. THE SINGULARITY MIGHT BE HERE. BUT WE'RE NOT AFRAID // Show Links // GPT-6 rumors round-up (unconfirmed) https://x.com/TokenGremlin/status/2081493241795629464 Sam Altman full interview (Relentless Podcast) https://youtu.be/Vv3CEAS_w34?si=3y4SWBWxOVkqCEui The Return of Ilya: SSI scales with Nvidia https://x.com/ilyasut/status/2081732293161582930?s=20 Anthropic's Claude Opus 5 https://www.anthropic.com/news/claude-opus-5 Opus 5 Tower of Babel demo https://x.com/petergostev/status/2082071858367648035?s=20 Matt Shumer's zero-shot Counter-Strike clone https://x.com/mattshumer_/status/2081054356405731740?s=20 Black Forest Labs' Flux 3 announcement https://bfl.ai/blog/flux-3 Flux 3 split screen rendering https://x.com/umesh_ai/status/2081664138942529601?s=20 Flux 3 GPU migration documentary (Venture Twins) https://x.com/venturetwins/status/2081515687944822800?s=20 Flux 3 VHS-style recordings https://x.com/venturetwins/status/2081948871882911999?s=20 Stacked Plates Man https://x.com/gandamu_ml/status/2081956426801435060?s=20 https://x.com/gandamu_ml/status/2080871397371371823?s=20 Flux 3 pirate bass https://x.com/itspoidaman/status/2081651615493464406?s=20 Big Bang spinoff AI Controvesy  https://x.com/sitcomcrave/status/2081152263481913774?s=20 Runway teases Seedance 2.5 https://x.com/runwayml/status/2082112674666529224?s=20 OpenAI on the Hugging Face security incident https://openai.com/index/hugging-face-model-evaluation-security-incident/ Jensen Huang on the Open Alliance https://x.com/JensenHuang/status/2080643682408321103?s=20 Anthropic has not signed (TechCrunch) https://techcrunch.com/2026/07/24/as-us-weighs-response-to-chinese-ai-industry-urges-against-broad-open-weight-restrictions/ Kimi K3 goes open weights https://x.com/scaling01/status/2081759521878270426?s=20 Chinese robot military drills https://x.com/ClashArchivist/status/2081499576373297562?s=20 Pentagon scales data centers on Army bases https://x.com/Polymarket/status/2082052445144826055?s=20   // Join the AI For Humans community // Join the AI For Humans Discord https://discord.gg/muD2TYgC8f Support AI For Humans on Patreon https://www.patreon.com/AIForHumansShow Subscribe to the AI For Humans newsletter https://aiforhumans.beehiiv.com/ Follow AI For Humans on X: @AIForHumansShow https://x.com/AIForHumansShow Follow AI For Humans on TikTok: @aiforhumansshow https://www.tiktok.com/@aiforhumansshow Speaking and booking https://www.aiforhumans.show/  

Your AI bill just stopped behaving like a software bill. For twenty years, IT leaders got very good at counting seats: buy a hundred, pay for a hundred. Then AI swapped the seat for a meter, and the number stopped holding still.This episode follows the burn from three vantage points: a financial analyst rationing a $250-a-month token budget he tore through in two days; the tech executive who watched enterprise AI bills climb 7x, 10x, 20x; and the IT leader at a 300-person company who refused to solve it with a usage dashboard. Along the way: Meta's leaked internal token leaderboard, Uber blowing its entire annual AI budget by April, and the uncomfortable question of who profits when everyone's told to use more.In this episode:Why token-based pricing breaks the budgeting playbook IT has relied on for two decadesWhat happens to the people using the tool when the meter starts running — and why rationing has a hidden costWhy measuring usage is the wrong scoreboard, and who benefits when you keep score anywayThe mid-market move that beats policing: measure centrally, push the judgment to managers, and get clear on what you're optimizing forFeaturing Brian Elliott, CEO of Work Forward; Daryl Dore, Senior Director of IT & Information Security at Higher Logic; and Benjamin, a financial analyst who spoke with us on condition of anonymity.Support our sponsor:This episode is brought to you by Sophos MDR. Running Microsoft security tools and drowning in alerts? Sophos MDR's 24/7 experts investigate and stop the real threats. >>> Learn more at: https://www.sophos.com/en-us/solutions/use-cases/microsoft#ITLeadership  #AICostManagement  #SaaSManagement  #FinOps  #EnterpriseAI  #TokenBurn  #ITAMShow Notes & ResourcesReferenced in this episodeMeta's internal AI token leaderboard (Fortune) — 85,000 employees ranked by token consumption; shut down days after it leaked.Uber burns its 2026 AI budget in four months (Forbes; TechCrunch) — adoption jumps 32% to 84% in a month; spend later capped.Jensen Huang on token consumption as a productivity signal (Tom's Hardware).Gartner: worldwide AI spending forecast to grow 47% in 2026 (Gartner).Zylo 2026 SaaS Management Index — the scale of wasted SaaS spend (Zylo).Brian Elliott's newsletter, Work Forward.Guest: Daryl Dore — Higher Logic.This episode's sponsor: Sophos MDR, in partnership with Softchoice — 24/7 managed detection and response for Microsoft environments. https://www.sophos.com/en-us/solutions/use-cases/microsoft The Catalyst by Softchoice is the podcast dedicated to exploring the intersection of humans and technology. 

Market update for Wednesday July 29, 2026Check 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:The Fed's biggest decision in years (a rate HIKE is actually on the table)Iran attacks US forces overnight and oil spikes back toward $90Ford raises its outlook again thanks to America's gas guzzler obsessionSK Hynix posts a $42 billion quarter... and the stock still dropsOne AI storage stock pops while another gets punished despite beating earningsSomebody paid almost $1 million for Jensen Huang's leather jacket

YC's Nemil Dalal joins to explain why he's never been more bullish as BitMEX winds down after 11 years, whether every failed crypto idea (TCRs, DAOs, creator coins) eventually works, why crypto is really about money, Base's consumer mea culpa, on-chain reputation and credit, and who pays in the x402 AI-agent era. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week they're joined by Nemil Dalal, Visiting Partner at Y Combinator and ex-Coinbase, where he led USDC and the Coinbase Developer Platform. He's here to explain why, with exchanges winding down left and right, he's somehow never been more bullish. The crew digs into the great contrast of the moment: BitMEX shutting down after 11 years (plus BitMart, Movement Labs, Balancer Labs) while the plumbing quietly prints, and whether Imran's viral 'everything that failed will eventually work' thesis is genius or toxic positivity. From there it's the question of whether crypto is really only about money (Jesse's Base mea culpa included), a war-memories tour through TCRs, on-chain reputation and why pure on-chain credit keeps faceplanting, and finally who actually pays in the x402 AI-agent era, and whether decentralization even survives contact with Google-shaped gravity. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

My new book, Own Or Be Owned, is all about building a business so good it doesn't need you. More profit, less pain. It's out September 18, grab your ticket to the launch event here: https://contrarianthinking.biz/oobo_bigdeal - cs You've been avoiding the conversation. The one where you tell someone the truth they need to hear but don't want to face. You soften it, delay it, wrap it in compliments, and call it kindness. Here's the truth: every time you avoid hard feedback, you're not protecting them. You're stealing from their future. And the longer you wait, the more expensive it gets for both of you. Great leaders don't avoid difficult conversations. They run toward them. They understand that soft feedback isn't kindness, it's vanity disguised as care. This episode breaks down the exact framework for giving feedback that makes people better, not bitter, why most workplace drama exists because people refuse to talk directly, and the one leadership mistake that turns you into an emotional middleman instead of a standard bearer. In this episode, you'll learn: Why vanity is the silent killer of leadership and how refusing to tell people the truth costs them weeks or months of improvement while buying you seconds of comfort The CLEAR framework: Care, Lead with the work, be Exact, Ask, and Reset, and how this five step process turns hard conversations into growth opportunities Why Steve Jobs, Bill Gates, and Jensen Huang built empires by being brutally direct and how treating competent adults like they can handle the truth is the most respectful thing you can do The no gossip rule: why great teams go direct to the source and how stopping yourself from becoming an emotional middleman forces your team to handle its own friction Why feedback in private versus public matters and how Jensen Huang's 60 direct reports and public feedback model keeps NVIDIA's turnover at 2% while everyone else bleeds talent Stop choosing comfort over growth. Start having the conversation. The person you're avoiding is the one who needs to hear it most. ___________ (00:00:00) Introduction: The Vanity Test and Why Soft Feedback Is Cowardice (00:00:35) Steve Jobs and Johnny Ive: Great Leaders Build People by Saying the Hard Thing (00:02:08) Bill Gates and the Parking Lot: The Crazy Ones Push Until It Hurts (00:03:02) Ruinous Empathy: How Avoiding Feedback Steals From Their Future (00:04:05) The CLEAR Framework: Care, Lead, Exact, Ask, Reset (00:06:06) Great Employees Want Clarity, Weak Ones Want Comfort (00:07:14) Ben Horowitz and the Sandwich Method: Don't Wrap Criticism in Compliments (00:08:00) Jensen Huang's No One-on-Ones Rule: Torture Them Into Greatness (00:09:26) Sheryl Sandberg and the Ummm Story: Caring Personally Means Challenging Directly (00:10:41) The Room You're Afraid to Call: Stop Being a Human Complaint Box (00:13:27) Push Them to Have Crucial Conversations: Leadership Is About Making People Better (00:15:42) Choose Growth Over Comfort: Have the Conversation This Week ___________ MORE FROM BIGDEAL

Does becoming a billionaire turn one into an insufferable jerk, or is that an innate quality they bring to the position?Big-name billionaires – like Musk, Bezos, and Zuckerberg – literally flaunt their irrepressible jerkism, but the disease seems to inflict their entire class of über-rich corporate royals. Its telltale symptoms are not their grandiose mansions and yachts, but their sudden impulse to instruct us regular people on how to think. In particular, they're now demanding that we get out of their way so they can remake society in their image.Jensen Huang, for example, a Silicon Valley techno-whiz who heads Nvidia, now the world's richest corporation. He's demanding that we transform our economy and social structure into a new order of AI dominance, piously chiding those of us who're angry about AI's destruction of our jobs, communities, water, farmland, and democracy itself. Tut-tut, the gabillionaire scolds, you petty people must “create new social norms” to advance AI.Then there's the little-known honcho of SoftBank, a multi-trillion-dollar Japanese tech powerhouse trying to impose AI supremacy worldwide. He's now asserting a corporate “morality” of wealth, calling people who question AI “foolish.” He philosophizes that TechWorld “will transform our lives completely and do so in a way that generates profits.”For whom? For billionaires, of course. So there you have a clear statement of the values and goals of AI profiteers: More for them, no matter the cost to everyone else. SoftBank's imperious boss laughs at those of us who dare question his vision of an AI plutocracy, calling us fools who are “spitting upward.”No sir, look again. We are spitting straight at you.Do something!Want to join the rebellion against AI billionaires? Check out Public Citizen's work on Big Tech and other corporate monsters: https://www.citizen.org/topic/consumer-worker-safeguards/big-tech/Jim Hightower's Lowdown is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jimhightower.substack.com/subscribe

MRKT Matrix - Tuesday, July 28th Dow rallies 600 points, boosted by strong earnings and a steep decline in oil (CNBC) Kevin Warsh Wanted a ‘Good Family Fight' at the Fed. He's Getting One. (WSJ) Productivity is booming — but AI may not be the reason (Axios) Visa is cutting 7% of employees in efficiency push as AI reshapes work (CNBC) UPS Investors Are Worried About a Labor Deal Two Years Away (Bloomberg) Boeing Spends Big to Meet Deadline for New Air Force One (WSJ) Scoop: Nvidia's Jensen Huang meets Lutnick amid China scrutiny (Axios) Apple tops $5tn valuation for first time (FT) Elon Musk stocks take $1.5 trillion hit with fresh test in SpaceX lockup ahead ⁠(CNBC) OpenAI, Anthropic Staff Share Letter Asking US to Help Pace AI Progress (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Connect with Early Riders — https://www.earlyriders.com/contactConnect with Onramp — https://onrampbitcoin.com/contact-us/Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.This week Michael, Liam, and Brian open on the open-versus-closed AI debate: Jensen Huang's first-ever tweet and NVIDIA's letter backing open models, the new Security Alliance consortium, the researchers quietly wishing they could slow it all down, and NVIDIA's reported $250 billion financing for OpenAI's Ohio data center. They dig into Jack Dorsey's Buzz, the open-source workspace built on the same Noster and Bitcoin primitives as BitChat, and what shared compute and censorship-resistant protocols mean as BitChat downloads spike 32-fold in India. The guys run through a stack of payments deals: Stripe's talks to buy OpenRouter near $10 billion, Cursor, Ramp, and Meta building model routers, and Natural Pay's $30 million Series A for agentic payments. They get into their favorite topic, the DATs: Mallers exiting 21 Capital as Tether's XXI merger collapses, Strategy's first Stretch buyback, and the new Bitcoin security consortium taking on quantum. They close on Augustus's $180 million raise, Worldcoin, and Travis Kalanick's return with Adam.Chapters00:00 - Introduction and overview of AI and open models02:10 - Jensen Huang's first tweet on open models and global cooperation09:08 - Discussion on slowing AI development and game theory18:03 - Jack Dorsey's Buzz: Open source workspace and primitives24:55 - Shared compute, decentralized protocols, and open standards35:02 - Regulatory landscape and geopolitical implications45:11 - Impacts on privacy, security, and censorship resistance54:03 - Recent deals and industry movements in AI and crypto01:02:08 - The future of Bitcoin, open protocols, and decentralized dataIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/researchKeep up with Michael:https://x.com/MTangumaKeep up with Liam:https://x.com/Lnelson_21Keep up with Brian:https://x.com/BackslashBTC

Internet está entrando en una etapa peligrosa: ya no alcanza con debatir una tecnología, ahora parece necesario odiarla, boicotearla y convertirla inmediatamente en el enemigo.En este nuevo CuriosiMartes analizamos las campañas contra las gafas inteligentes, los videos falsos creados con inteligencia artificial, las estafas que están engañando a millones de personas y la facilidad con la que muchos usuarios comparten mensajes sin comprobar si son reales.También hablamos de las nuevas baterías de sodio, el impresionante debut bursátil de CXMT, las restricciones para menores en redes sociales, el conflicto entre OpenAI y Hugging Face, las declaraciones de Jensen Huang, el posible iPhone plegable fabricado por Samsung, la multa europea a TikTok y los robots que quieren comenzar a convivir con nosotros.Pero la noticia más importante aparece al final: unas gafas conectadas a un implante retinal están permitiendo que personas legalmente ciegas recuperen parcialmente la visión.Una demostración de que una cámara también puede cambiarle la vida a alguien.¿Estamos aprendiendo a analizar la tecnología o simplemente estamos repitiendo lo que otros quieren que odiemos?

Jensen Huang setzt seinen allerersten Post auf X ab, und zwar für einen Brief zur Verteidigung offener Modellgewichte, den binnen eines Tages 50 Unternehmen unterschreiben. Zwei fehlen: Amazon und Anthropic. Dario Amodei legt daraufhin die eigene Position nach, und Pip nimmt seine drei Forderungen auseinander. Danach geht es um Claude Opus 5, um die neue Sicherheits-Allianz nach dem Hugging-Face-Hack und um die Frage, warum ausgerechnet ein chinesisches Modell die Aufräumarbeiten übernehmen musste. Der größte Brocken ist Nvidias Bürgschaft über 250 Milliarden für ein Rechenzentrum mit 10 Gigawatt, dazu 5 Milliarden für Ilya Sutskevers Labor und eine neue Runde bei Anduril. Pip rechnet nach, wie viel Schulden inzwischen außerhalb der Bilanzen stecken und ob der Vergleich mit 2008 trägt. Dann Sheins Zahlen vor dem Hongkong-Börsengang, Chinas eigene Belichtungsmaschinen, Metas Deal in Louisiana und ein Vorschlag zum Wahlrecht, der aus dem 19. Jahrhundert stammt. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Huangs Open-Weights-Brief (00:13:27) Anthropics Gegenposition (00:28:38) Claude Opus 5 (00:31:42) Open Secure AI Alliance (00:36:41) Nvidia bürgt für OpenAI (00:50:24) Nvidia investiert in SSI (00:55:10) Anduril (00:59:04) Shein (01:18:53) CXMT (01:21:40) Chinas DUV-Maschinen (01:25:01) Meta in Louisiana (01:27:22) Google-EU-Strafe (01:28:17) Wahlrecht nach Steuerlast (01:36:17) Europas TBPN Shownotes Tech-Allianz verteidigt Open-Weights-Modelle - theinformation.com Huangs Brief verdoppelt sich auf 50 Unterzeichner - forbes.com Unsere Position zu Open-Weights-Modellen - anthropic.com Claude Opus 5 liefert mehr Leistung für weniger Geld - the-decoder.de Nvidia gründet Open Secure AI Alliance nach Hugging-Face-Hack - reuters.com Nvidia bürgt mit 250 Mrd. für OpenAI-Rechenzentrum - wsj.com Nvidia investiert 5 Mrd. in Sutskevers Safe Superintelligence - wsj.com Anduril verhandelt über 100-Mrd.-Bewertung - reuters.com Shein rutscht vor dem Hongkong-IPO in die Verlustzone - ft.com CXMT legt am ersten Handelstag 466 Prozent zu - ft.com China startet Serienfertigung eigener DUV-Belichter - theinformation.com Wie Metas Rechenzentrum in Louisiana verhandelt wurde - nytimes.com Google begrüßt die US-Einmischung bei der EU-Strafe - news.bloomberglaw.com Shopify-Chef befürwortet Wahlrecht nach Steuerlast - fortune.com Europa bekommt seine eigene TBPN - techcrunch.com

BESI, ASML, ASM, alledrie gaan ze onderuit na een verhaal van The Information. Volgens de peperdure techsite is het nu echt zover: China is begonnen met de productie van eigen DUV-chipmachines. Een Chinees staatsbedrijf zou deze gemiddeld geavanceerde chipmachines kunnen leveren, een product waar ASML nu nog nagenoeg alleenheerser op is. Maar ja, we horen wel vaker dat China enigszins hoogwaardige chips kan produceren, terwijl de productieprocessen nagenoeg altijd inefficiënt blijken te zijn. Oftewel: duur, verspillend en amper concurrerend. Waarom beleggers dan toch in paniek raken en of dat wel terecht is, bespreken we deze aflevering. Een aflevering die sowieso vol zit met China. Want chipbedrijf CXMT kreeg het voor elkaar: van de ene op de andere dag het grootste beursbedrijf van China worden. CXMT schoot na de beursgang vannacht met meer dan 500 procent omhoog. Het bedrijf produceert geheugenchips en is daarmee een concurrent van Samsung en SK Hynix. Of het bedrijf die twee ook serieus kan beconcurreren, gaan we ook voor je uitzoeken. En het lijkt de Chinashow wel: we hebben het ook over de soort-van-Chinese bank HSBC, de Hong Kong & Shanghai Banking Corporation. Dankzij hun zetel en beursnotering in Londen, is het een Europees beursbedrijf. En sinds kort zelfs Europa's op-een-na grootste beursbedrijf, achter ASML. Ze naderen een beurswaarde van 300 miljard dollar. Hoe ze dat voor elkaar kregen, en waarom ze zo belachelijk veel winstgevender zijn dan ING en ABN, gaan we je ook vertellen. Hoor je ook Welke nieuwe horde in de overnamesoap van Warner Bros door Paramount nu weer krijgt Hoe Nvidia de koers van andere chipbedrijven omhoog helpt Waarom president Trump de beursgang van She-in in de weg zit Te gast: Robbert Manders, van het Antaurus Europe Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Muy buenos días, semana movida en datos económicos, con el PIB preliminar de México y las tasas de la Fed, se revelan detalles de la tercera ronda de conversaciones del T-MEC, la casa de un coronel que los acompaña cuando compran pollo frito será subastada y Jensen Huang debuta en X con una carta y una postura en torno a los modelos de IA.[Presentado por Novartis] ¿Cómo pueden la innovación y la IA transformar la salud en América Latina? Descúbrelo aquí: https://www.bloomberglinea.com/brandedcontent/reimaginando-la-medicina-juntos-especial-digital/

BESI, ASML, ASM, alledrie gaan ze onderuit na een verhaal van The Information. Volgens de peperdure techsite is het nu echt zover: China is begonnen met de productie van eigen DUV-chipmachines. Een Chinees staatsbedrijf zou deze gemiddeld geavanceerde chipmachines kunnen leveren, een product waar ASML nu nog nagenoeg alleenheerser op is. Maar ja, we horen wel vaker dat China enigszins hoogwaardige chips kan produceren, terwijl de productieprocessen nagenoeg altijd inefficiënt blijken te zijn. Oftewel: duur, verspillend en amper concurrerend. Waarom beleggers dan toch in paniek raken en of dat wel terecht is, bespreken we deze aflevering. Een aflevering die sowieso vol zit met China. Want chipbedrijf CXMT kreeg het voor elkaar: van de ene op de andere dag het grootste beursbedrijf van China worden. CXMT schoot na de beursgang vannacht met meer dan 500 procent omhoog. Het bedrijf produceert geheugenchips en is daarmee een concurrent van Samsung en SK Hynix. Of het bedrijf die twee ook serieus kan beconcurreren, gaan we ook voor je uitzoeken. En het lijkt de Chinashow wel: we hebben het ook over de soort-van-Chinese bank HSBC, de Hong Kong & Shanghai Banking Corporation. Dankzij hun zetel en beursnotering in Londen, is het een Europees beursbedrijf. En sinds kort zelfs Europa's op-een-na grootste beursbedrijf, achter ASML. Ze naderen een beurswaarde van 300 miljard dollar. Hoe ze dat voor elkaar kregen, en waarom ze zo belachelijk veel winstgevender zijn dan ING en ABN, gaan we je ook vertellen. Hoor je ook Welke nieuwe horde in de overnamesoap van Warner Bros door Paramount nu weer krijgt Hoe Nvidia de koers van andere chipbedrijven omhoog helpt Waarom president Trump de beursgang van She-in in de weg zit Te gast: Robbert Manders, van het Antaurus Europe Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Nvidia President & CEO Jensen Huang says “this is the golden ages for Korea" after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. Speaking to Bloomberg Television's Ed Ludlow in an exclusive interview in San Francisco, Huang adds, “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO's appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung.See omnystudio.com/listener for privacy information.

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.See omnystudio.com/listener for privacy information.

Endnu en rød uge - Nasdaq ned 2%, Danmark over 4%, og den 10-årige rente kryber mod 5%. Ugens tema tager fat i diskussionen, der har fyldt alt: Er AI en commodity? Mads' svar er ja - men kun på ét niveau. Den udførte opgave, jobs to be done, bliver en commodity, mens tokens, chips og datacentre forbliver differentierede. Det truer value capture hos modeludbydere som OpenAI og Anthropic - og flytter værdien ned i applikationslaget. Og så en advarsel: Køber Vesten sine tokens i Kina, gentager vi bilindustriens historie. Open weights-modeller må vi gerne bruge - men tokens skal købes herhjemme.   Fire regnskaber: GE Vernova leverede med stigende backlog, ordreindgang og marginer. Tesla fik kursklø, men for Mads er bilforretningen næsten ligegyldig - value-investoren ser en bilproducent, tech-investoren en vertikalt integreret robotvirksomhed. Alphabet voksede 24% med Cloud op 82%, men blev straffet for sit første negative cashflow nogensinde - netop de CapEx-investeringer, Mads ser som købsmuligheden. Og Intel, der vil udbygge kapaciteten hurtigst muligt, kalder han et kæmpe køb.   Derudover: Supermicro steg 24% i en rød uge på en opjustering af både marginer og backlog. Oracle vandt en 10-årig aftale med det amerikanske forsvarsministerium. USA's ledelse anklager kinesiske Kimi K3 for at have destilleret på Fable 5, og Jensen Huang debuterede på X med et åbent brev om open weights. Og så bekymrer Mads sig om stammekrigen i amerikansk politik, hvor søgsmål mod Obama kan krydse en rød linje, ingen har overtrådt før.   Plus ugens køb i Pluto.Markets-porteføljen: ASP Isotopes, Opendoor, Astera Labs, Applied Optoelectronics og AXT.     Denne episode er sponsoreret af Vipp. Udforsk deres unikke univers af design – fra eksklusive køkkener og møbler til deres særlige guesthouses rundt omkring i verden på Vipp.com. Du kan også blive medejer af en unik bolig på Mallorca gennem Vippresidences.com.   Denne episode er sponsoreret af AIOSS. Et komplet kosttilskud i pulverform med probiotika, fibre og vitaminer - udviklet til en velfungerende tarm og en sundere hverdag. Brug koden “aktieuniverset" på aioss.dk.   Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset   Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset.   Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten.   Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠   Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset   DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

# TEMABREAKING NEWSDEFENSA DEL OPEN SOURCE Pesos abiertos y el liderazgo americano en AIAnálisis primer post en X de Jensen Huang! Exploto XINSIDE X de urgencia! # PRESENTA Y DIRIGE 

Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia and Microsoft defended open-weight AI. Sources: Stripe is in talks to acquire OpenRouter, which helps developers use AI models and could fetch ~$10B; PitchBook: OpenRouter was valued at $1.3B in May (WSJ) Sources: Stripe and Advent's unsolicited $53B PayPal offer, backed by ~$50B in committed bank financing, would create a payments giant processing ~$3.7T annually; PayPal has not responded (Reuters) Midjourney bought astrology app Co-Star, which uses AI to offer personalized advice, in the spring and is building its first standalone image-generation app (Bloomberg) Meta launches Facebook Verified, a free program it says will verify that users are real humans by analyzing a facial recognition selfie and assigning badges (Engadget) Meta launches Seller, a free standalone app version of Facebook Marketplace; Seller includes AI features that scan photos to fill out listings automatically (NYT) Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (The Information) Signatories including Palantir avoid naming China or Moonshot in the open-weight letter, framing it instead around US AI leadership being judged by a strong open ecosystem, not one frontier model (Bloomberg) Longreads Meet All The Middle Aged Women Who Don't Exist: AI-generated wellness influencers, all gorgeous and all "57", are selling NMN supplements to women over 40 (Charlotte's Book) Big US pizza delivery chains are struggling as DoorDash and Uber Eats give independent pizzerias greater market access, erasing the tech moat chains once had (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

July 24, 2026: I unpack the story of OpenAI's AI model escaping its sandbox and hacking into Hugging Face during a cyber stress test. Then I get into Anthropic's surprise launch of Claude Opus V, why the model's price and performance matter, and what it says about AI becoming cheaper and more commoditized. Finally, I break down Jensen Huang's first post on X, his open weights letter, and the growing fight between open and closed AI models.

Marley Kayden and Sam Vadas look beyond the first round of Mag 7 earnings and fears of rising CapEx to focus on other headlines catching investor attention to close the week. They talk about the significance of Nvidia (NVDA) CEO Jensen Huang joining X and economic data showing a surprising amount of resiliency. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Cada día intentamos acercarnos a lo que pasa o lo que nos gustaría enfocar desde el estudio. Los viernes nos gusta proponer planes de fin de semana. Hoy nos acercamos al fenómeno de los Murdokus, una mezcla de sudoku y caso poliaco que está vendiendo cientos de miles de ejemplares en España. También nos interesamos por la rica historia y el presente del Festival Monegros, en Aragón, y charlamos con Juan Arnau, que es quinta generación de una familia que lleva haciendo bailar a los pueblos de Huesca desde que su retatarabuelo los recorría con un espectáculo de cabaret. Y, siempre intentando innovar, ahora llevan una experiencia de tecno al desierto, a donde acuden 60.000 personas. Además, nos detenemos en alguna de las ofertas de la SER para este fin de semana, como el octavo episodio de "Cibermillonarios", dedicado a Jensen Huang, CEO y fundador de Nvidia, la empresa de chips que está detrás de la resolución de la IA y que se ha convertido en la más valiosa del mundo. 

An unreleased OpenAI model just broke out of its sandbox and hacked Hugging Face using chained attacks, while the companies defending against it had to turn to a nearly unguardrailed Chinese model to fight back. The result? A real-world stress test of guardrails, hype, and global AI competition. Hugging Face breach: OpenAI claims its models were responsible AI just disproved the 87-year-old Jacobian conjecture Quoting Sam Altman Top Pentagon official blasts OpenAI's Dean Ball Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic Xi Jinping casts himself as leader of new AI world order Data center opponents stage 142 protests across 42 US states NotebookLM is now Gemini Notebook Google's Red-Hot Cloud Growth Drives Second-Quarter Revenue Gains Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal Anthropic's $1.5B copyright settlement approved; only 350 authors opted out AMD commits up to $5 billion to Anthropic Netflix Co-CEO Explains How Gen-AI Was Used in 300 Different Titles: 'We Believe It Is Going to Enhance Their Abilities' Bellwether Lawsuit Against Meta Over Social Media Addiction Is Dropped Google is building a chip with Gemini baked into the silicon Cyclospora all the time Jensen's jacket auctioned. Guess the price " Everyone Gets Lost at the Pitbull Concert" John C. Dvorak dies at age 80 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nate B. Jones Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: rippling.ai/machines zscaler.com/security

An unreleased OpenAI model just broke out of its sandbox and hacked Hugging Face using chained attacks, while the companies defending against it had to turn to a nearly unguardrailed Chinese model to fight back. The result? A real-world stress test of guardrails, hype, and global AI competition. Hugging Face breach: OpenAI claims its models were responsible AI just disproved the 87-year-old Jacobian conjecture Quoting Sam Altman Top Pentagon official blasts OpenAI's Dean Ball Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic Xi Jinping casts himself as leader of new AI world order Data center opponents stage 142 protests across 42 US states NotebookLM is now Gemini Notebook Google's Red-Hot Cloud Growth Drives Second-Quarter Revenue Gains Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal Anthropic's $1.5B copyright settlement approved; only 350 authors opted out AMD commits up to $5 billion to Anthropic Netflix Co-CEO Explains How Gen-AI Was Used in 300 Different Titles: 'We Believe It Is Going to Enhance Their Abilities' Bellwether Lawsuit Against Meta Over Social Media Addiction Is Dropped Google is building a chip with Gemini baked into the silicon Cyclospora all the time Jensen's jacket auctioned. Guess the price " Everyone Gets Lost at the Pitbull Concert" John C. Dvorak dies at age 80 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nate B. Jones Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: rippling.ai/machines zscaler.com/security

An unreleased OpenAI model just broke out of its sandbox and hacked Hugging Face using chained attacks, while the companies defending against it had to turn to a nearly unguardrailed Chinese model to fight back. The result? A real-world stress test of guardrails, hype, and global AI competition. Hugging Face breach: OpenAI claims its models were responsible AI just disproved the 87-year-old Jacobian conjecture Quoting Sam Altman Top Pentagon official blasts OpenAI's Dean Ball Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic Xi Jinping casts himself as leader of new AI world order Data center opponents stage 142 protests across 42 US states NotebookLM is now Gemini Notebook Google's Red-Hot Cloud Growth Drives Second-Quarter Revenue Gains Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal Anthropic's $1.5B copyright settlement approved; only 350 authors opted out AMD commits up to $5 billion to Anthropic Netflix Co-CEO Explains How Gen-AI Was Used in 300 Different Titles: 'We Believe It Is Going to Enhance Their Abilities' Bellwether Lawsuit Against Meta Over Social Media Addiction Is Dropped Google is building a chip with Gemini baked into the silicon Cyclospora all the time Jensen's jacket auctioned. Guess the price " Everyone Gets Lost at the Pitbull Concert" John C. Dvorak dies at age 80 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nate B. Jones Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: rippling.ai/machines zscaler.com/security

An unreleased OpenAI model just broke out of its sandbox and hacked Hugging Face using chained attacks, while the companies defending against it had to turn to a nearly unguardrailed Chinese model to fight back. The result? A real-world stress test of guardrails, hype, and global AI competition. Hugging Face breach: OpenAI claims its models were responsible AI just disproved the 87-year-old Jacobian conjecture Quoting Sam Altman Top Pentagon official blasts OpenAI's Dean Ball Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic Xi Jinping casts himself as leader of new AI world order Data center opponents stage 142 protests across 42 US states NotebookLM is now Gemini Notebook Google's Red-Hot Cloud Growth Drives Second-Quarter Revenue Gains Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal Anthropic's $1.5B copyright settlement approved; only 350 authors opted out AMD commits up to $5 billion to Anthropic Netflix Co-CEO Explains How Gen-AI Was Used in 300 Different Titles: 'We Believe It Is Going to Enhance Their Abilities' Bellwether Lawsuit Against Meta Over Social Media Addiction Is Dropped Google is building a chip with Gemini baked into the silicon Cyclospora all the time Jensen's jacket auctioned. Guess the price " Everyone Gets Lost at the Pitbull Concert" John C. Dvorak dies at age 80 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nate B. Jones Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: rippling.ai/machines zscaler.com/security

The summer heat ended up thawing out my podcast, so I had no choice but to go buy a new microphone and grumble into it for a couple hours. Just how that works. Please enjoy. I am actively soliciting mailbag participation. As always, the address is podcast@searls.co, and I'd be really curious to hear how America is doing because it seems like everything is going great. For the first time I let Claude write these links for me, because it never occurred to me I didn't have to format the markdown manually: PicoRuby Kaigi 2025 FleaFlicker, my first iOS game! Aaron's puns, ranked Claude Fable 5 gets another bump: 1, 2, 3, 4, 5 Who's Afraid of Chinese Models? Apple vs OpenAI Apple's Chip Plans: M6, M7 Pro, M7 Max, M7 Ultra, M8 Details; Touch MacBook Pro (archive) Public betas for iOS 27, macOS 27 and more Apple platforms are now available Apple's fm CLI Nvidia's Jensen Huang reunites with Sega exec who saved the company with $5M investment New survey claims 100% of Japanese online game developers use generative AI tools PlayStation announces the end of disc games, starting in January 2028 Super Mario Bros. 2: The Lost Levels and Japan's HARD OFF stores Xbox confirms plans to cut 5 studios and thousands of jobs Obsidian is reportedly making a new Avowed Fallout game Id Software dev claims it's been 'relegated to support studio size' Rebooting (a.k.a. Brush Up Life) Straight to Hell You Can't Expense This! Forza Horizon 6 Cook, Serve, Delicious! The Odyssey

An unreleased OpenAI model just broke out of its sandbox and hacked Hugging Face using chained attacks, while the companies defending against it had to turn to a nearly unguardrailed Chinese model to fight back. The result? A real-world stress test of guardrails, hype, and global AI competition. Hugging Face breach: OpenAI claims its models were responsible AI just disproved the 87-year-old Jacobian conjecture Quoting Sam Altman Top Pentagon official blasts OpenAI's Dean Ball Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic Xi Jinping casts himself as leader of new AI world order Data center opponents stage 142 protests across 42 US states NotebookLM is now Gemini Notebook Google's Red-Hot Cloud Growth Drives Second-Quarter Revenue Gains Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal Anthropic's $1.5B copyright settlement approved; only 350 authors opted out AMD commits up to $5 billion to Anthropic Netflix Co-CEO Explains How Gen-AI Was Used in 300 Different Titles: 'We Believe It Is Going to Enhance Their Abilities' Bellwether Lawsuit Against Meta Over Social Media Addiction Is Dropped Google is building a chip with Gemini baked into the silicon Cyclospora all the time Jensen's jacket auctioned. Guess the price " Everyone Gets Lost at the Pitbull Concert" John C. Dvorak dies at age 80 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nate B. Jones Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: rippling.ai/machines zscaler.com/security

An unreleased OpenAI model just broke out of its sandbox and hacked Hugging Face using chained attacks, while the companies defending against it had to turn to a nearly unguardrailed Chinese model to fight back. The result? A real-world stress test of guardrails, hype, and global AI competition. Hugging Face breach: OpenAI claims its models were responsible AI just disproved the 87-year-old Jacobian conjecture Quoting Sam Altman Top Pentagon official blasts OpenAI's Dean Ball Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic Xi Jinping casts himself as leader of new AI world order Data center opponents stage 142 protests across 42 US states NotebookLM is now Gemini Notebook Google's Red-Hot Cloud Growth Drives Second-Quarter Revenue Gains Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal Anthropic's $1.5B copyright settlement approved; only 350 authors opted out AMD commits up to $5 billion to Anthropic Netflix Co-CEO Explains How Gen-AI Was Used in 300 Different Titles: 'We Believe It Is Going to Enhance Their Abilities' Bellwether Lawsuit Against Meta Over Social Media Addiction Is Dropped Google is building a chip with Gemini baked into the silicon Cyclospora all the time Jensen's jacket auctioned. Guess the price " Everyone Gets Lost at the Pitbull Concert" John C. Dvorak dies at age 80 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nate B. Jones Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: rippling.ai/machines zscaler.com/security

Jensen Huang sold his leather jacket for charity… and we look at exactly what that charity is and does. Then in the second half, Nathan Tankus is back to discuss the ongoing plot to create an imperial presidency by Touching the Money like never before. TF listeners can enjoy a discounted subscription to Notes on the Crises at this link! (also just FYI the link is live regardless of what the site displays) Get more TF episodes each week by subscribing to our Patreon here! RILEY ALERT Check out No Gods, No Mayors here! HUSSEIN ALERT Check out 10k Posts here! MILO ALERT Check out Milo's tour dates here: https://www.miloedwards.co.uk/liveshows NATE ALERT Nate's band Second Homes has just released their debut album and you can stream it for free here! Trashfuture are: Riley (@raaleh), Milo (@Milo_Edwards), Hussein (@HKesvani), Nate (@inthesedeserts), and November (@postoctobrist)

Why are Bitcoin miners suddenly at the center of the AI infrastructure boom? Fred Thiel, CEO of MARA, explains "mullet data centers" — AI in the front, Bitcoin mining in the back — and why power is the bottom layer of Jensen Huang's AI pyramid. He details MARA's joint venture with Starwood, load-balancing technology that follows wind power in real time, and lessons from Bitcoin mining that now apply to hyperscale data centers.

With hyperscalers like Meta, Google, Amazon and SpaceXAI burning through cash, we decided to answer the question underneath all of it: what is this money actually buying? In this episode we start high level with a primer on the AI ecosystem or what Nvidia's CEO Jensen Huang calls the "five-layer cake" of AI — energy, chips, infrastructure, models, applications. We get into the vocabulary everyone uses and nobody defines: what a hyperscaler actually is, how it differs from a frontier model company like OpenAI or Anthropic, why Oracle only plays in one layer while Google plays in all five, and what a NeoCloud like CoreWeave is really doing when it borrows against its own chips. Then we get into the grid — all three of them — including how power prices get set, the difference between regulated and deregulated states, why Meta's $200 billion Project Hyperion campus in Louisiana needs enough electricity to power half of Manhattan in the summer, and why the new rule for data centers is essentially "bring your own electrons." We also dig into the tax incentives driving the timing of all this spend, and why states are competing so ferociously for projects that employ almost no one once the construction crews go home. Then we bring on an extra special guest: power expert. Ron Kelly, who spent 50 years in power and energy — as an engineer, at Calpine, and developing natural gas-fired power plants and solar plants all over the United States the country. He also happens to be Kristen's dad. His take is bracing: he's seen this movie before. Between 1995 and 2005, roughly 300 gigawatts of power projects were announced on the promise of the internet. 168 got built, 130 were canceled, the rest died, and Enron, Mirant, NRG, and Calpine all ended up in Chapter 11. Today's data center pipeline is about the same 300 gigawatts. Ron explains risks that could complicate the build out necessary to get all the needed power infrastructure online: the interconnection studies, transformer backlogs — plus what he really thinks about the security of the largest machine humans have ever built. Connect with Ron at   / ronald-kelly-pe-mba-3587a718  

The Mag 7 is not forgotten - 4 of the 7 are beating the S&P over 1 year. $GOOG has nearly doubled and is still 20%+ off it's price target. These stocks are still in my portfolio. FORMULA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks + Seeking Alpha Premium ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠+ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trendspider and Sidekick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - PERFECT TOGETHER! THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - get my 4 hour algorithm included on any annual plan.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha's SUMMER SALE ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ ALPHA PICKS - Want to Beat the S&P? Save $50⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ GET ACCESS TO THE TOP 2026 2H EVENT FREE ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

DR1THINGS WE MISSEDThe meritocracy is still a lie: ‘Don't look at the résumé': Elon Musk admits he's ‘fallen prey' to flashy credentials and says conversation matters most when hiring“Generally, what I tell people—I tell myself, I guess, aspirationally—is, don't look at the résumé,” he said. “Just believe your interaction. The résumé may seem very impressive…but if the conversation after 20 minutes is not ‘Wow,' you should believe the conversation, not the paper.”“I think goodness of heart is important.”Four Black women. Nine degrees. Not one steady paycheck.The president promised to save “Black jobs,” but his policies have resulted in fresh pain for the Black middle class as the employment gap widens.Study: Women are more likely to get hired after taking GLP-1sZuck still sucks: Mark Zuckerberg Sure Sounds Eager to Get Young People Hooked on Online GamblingThe Meta CEO is developing a social network betting market app—and wants help from Polymarket and Kalshi.Starbucks “Actively Reassessing” 2030 Climate GoalStarbucks initially unveiled its climate goal in 2020, targeting a 50% reduction in Scope 1, 2 and 3 emissions by 2030, on a 2019 basis.While the company's impact report indicates that it has succeeded in cutting operational emissions, with Scope 1 and 2 falling 17% since 2019, wider value chain emissions have continued to climb, with Scope 3 rising by 8% since 2019. With Scope 3 accounting for over 90% of overall emissions, Starbucks has seen its GHG footprint grow by 7% overall since 2019.The reassessment of the goal comes as the company takes “a fresh, comprehensive look at our sustainability goals,” according to a blog post by Starbucks' Chief Sustainability and Social Impact Officer Kelly Goodejohn, as part of the company's ‘Back to Starbucks' strategy initiated by CEO Brain Niccol. From the Impact Report:Overall Grants from the Starbucks FoundationFY25 $13.6M ($31M)FY24 $21.4M ($96M)Delaware Court of Chancery Interprets New Section 144 and Applies Heightened Presumption of Director IndependenceThe Opinion arose in a common context in Delaware stockholder litigation: claims over director and management compensation. In the decision, Vice Chancellor Lori W. Will applied, for the first time, the statute's heightened presumption of independence for directors of public companies determined by the board to be independent under the relevant NYSE or Nasdaq listing standards to dismiss derivative claims on demand futility grounds.In conducting the demand futility analysis, which looks to whether a majority of the board can independently consider a stockholder demand to bring derivative litigation, the Court reasoned that the new statutory language requiring a plaintiff to plead “substantial and particularized facts” to rebut the “heightened” presumption of independence sets a higher bar than under pre-existing law. Specifically, the Court held that the addition of “substantial” to the existing standard that already required particularized facts meant that “a plaintiff must plead specific, non-conclusory facts of sufficient qualitative significance to support a reasonable inference of a material interest or relationship that would impair the director's objective judgment.” The Court was clear that it is not a matter of quantity but rather quality, observing that “a collection of trivial facts” will not rise to the level of materiality required to satisfy this “heightened” standard. Applying that standard to the facts in the case, the Court concluded that the plaintiff's allegations of various overlapping board positions, overlapping investments, and other “business ties” with the company's founder and non-executive chairman were not sufficiently material.DR2The Boardroom Buy-InThe Taser CEO Who Says AI Is the Future of PolicingTaser and body-cam king Rick Smith is betting Axon's dominance—and his own pay package—on his tech-driven vision66% influenceRick Smith: Every 30 seconds one of his Tasers is fired by somebody in the U.S., usually a police officer.The pay package he and his board put together catapulted him to the top of last year's list of the highest-paid CEOs, with a compensation package valued at $164.4 million.33% no 2025; 10% no 2026Smith has already hit three of seven goals. At the end of 2025, Axon estimated the shares underlying the full award could be worth nearly $386 million.IN: Not a dictatorshipOne share one voteBlackRock 9.3%The Vanguard Group 11.6%Patrick Smith 3.5 %OUT: Patrick Smith 66% influence MMWith Chair Michael Garnreiter (2006-); sits on Audit, Compensation Committee, and Nominating committeesCompensation Committee chair Hadi Partovi (2010-): Smith (‘91) and Partovi (‘94) both members of the Theta Eta chapter of Sigma Chi at HarvardOUT: Patrick Smith ignores his board: In the wake of the tragic 2022 school shooting in Uvalde, Texas, Smith announced that Axon would begin developing Taser-equipped drones that could fly into classrooms to incapacitate active shooters.This decision was made unilaterally, bypassing Axon's own independent AI Ethics Board.The board issued a rare, public rebuke of Smith, accusing him of "trading on the tragedy" of school shootings to push a dangerous idea.Consequently, 9 of the 12 ethics board members resigned in protest, citing a total loss of faith in Axon's ability to act responsibly.Smith was forced to publicly back down and pause the project. IN: The CEO Performance award was specifically voted on in 2024 and passed, barely, but it passed: 50.1% yesNintendo Boss to Give Sweeping 10% Salary Raise to Retain EmployeesWhile most of the players in the gaming industry continue to hemorrhage jobs, Nintendo is opting to take a different path. The Kyoto-based gaming giant has recently announced a 10% increase to base salaries for its employees, a move that highlights its commitment to talent retention while everyone else is laying off employees.Nintendo president Shuntaro Furukawa made the announcement during a recent shareholder meeting, emphasising that maintaining competitive compensation is central to the company's strategy. The raise applies to the company's workforce, which has grown to over 8,200 employees, the highest headcount in Nintendo's history.IN: CEO Shuntaro Furukawa's (18%) annual executive compensation at Nintendo generally totals around $2.5MOUT: 63% of shares held by institutional investors. What the hell do these suits know about video games? IN: Of six outside directors, 3 are women (20% average in Japan)IN: Because they literally have questions like this at their annual meeting, in fact it was the first one: “With the release of Splatoon Raiders approaching, how does Nintendo evaluate the previous title, Splatoon 3? Some players experienced communication errors and discrepancies in hit detection in that title. I feel that Nintendo's response to these issues may not have been consistent with “sincerity,” one of the values in the Nintendo DNA.”Copart CEO Jeff Liaw to step down, Jay Adair to returnCEO Jeff Liaw will step down from his position and leave the board of directors effective July 31, 2026.Executive Chairman Jay Adair to resume the CEO role on the same date. Adair previously served as Copart's CEO. Liaw will assist with the transition as Special Advisor to Adair.Liaw has been with the online vehicle auction company for approximately a decade, serving first as CFO, then as President, before becoming the company's third CEO.OUT: Leadership messiness, highlighted by a boomerang CEO and so much more:The board has a Chair (founder Willis Johnson 40%) AND an Executive Chair: Willis' son-in-law and co-founder and boomerang CEO Jay Adair 38%The board also included resigning CEO/former CFO Jeff Liaw and former COO Jim Meeks and former Copart executive Steve CohanIN: a boomerang marks a return to the glory days?former CEO Liaw is actually leaving the boardStock price down 50% over past few yearsOUT: A dumb board for an online car auction company:12 directors5 are former or current executivesOne independent director with an car experience: sort of.Matt Blunt is the president of the American Automobile Policy Council, which represents the public policy interests of Stellantis N.V., Ford Motor Company, and General Motors CompanyServed as the governor of the State of Missouri from 2005 to 2009.Only 2 women.3 directors involved as a private inverter or venture capitalIN: CEO Pay Ratio is 46:1Liaw $2.1MAdair $432k for certain benefits MM1Things We MissedDOL's Replacement ESG Rule Reaches White HouseThe rule isn't interesting in and of itself - it reverts to Trump's prior rule in his first term that basically said ESG (E+S really) is dumb, and that everything must be "pecuniary focused”But the interesting part this time around:Trump also signed an executive order in December 2025 directing the DOL to tighten fiduciary rules governing proxy voting and to increase transparency about plan sponsors' use of proxy advisers. The department issued a technical release in April warning that proxy advisory firms may be subject to ERISA fiduciary standards and that proxy voting is a fiduciary act under the law that must be carried out “for the exclusive purpose of maximizing risk-adjusted return.”From the technical release in April: The Department has long recognized that voting rights and other shareholder rights attributable to shares held by ERISA-governed employee benefit plans are plan assets in their own right. Accordingly, management of those rights is subject to ERISA's fiduciary duties, including the duties of prudence and loyalty. The Department first issued guidance on this topic in the 1980s. For example, a 1988 letter (Avon Letter) noted that “it is the Department's position that the decision as to how proxies should be voted . . . are fiduciary acts of plan asset management.”(2)Proxy advisory firms may also be functional fiduciaries under ERISA section 3(21)(A)(ii) by providing investment advice for a fee to plans with respect to property of that plan.Here's why it's interesting:Defining fiduciaries as those who provide advice for a fee means everyone selling research is a fiduciary if the research is used in an investment decisionThe DOL is squarely defining proxy voting as a fiduciary act - which means that there can be no rational apathy as Mike Levin likes to talk about - if voting your proxies is definitionally your fiduciary duty, you can't defer it or ignore itIf you vote 99% in favor of management, you definitionally are ignoring your fiduciary duty - half of companies will underperform some peer set, meaning they produced fewer returns than peers, in any given year. So you either set the time frame longer (thus forcing the inclusion of long term data like climate and social factors) and say that in any one year it makes sense to vote with management to allow them time to execute strategy, OR you should be voting against nearly half of management proposals for underperformers each year because they are not producing pecuniary returnsGovernance chairs remain under pressure as investor scrutiny rises despite rising support for directors, research showsISS found that the MEDIAN support for directors has hit 98%They found that governance/nom chairs (those are specifically governance/nom committee chairs) had median support of 94.1%Pay chairs had 96.9% supportMM2The Boardroom Buy-InJPMorgan built a pipeline of female CEO candidates that was the envy of Wall Street. How did it fall apart? Are you IN or OUT on this board to find a successor to Dimon?IN or OUT: Nom chair: Gini Rometty (2020)Massively connected - highest betweenness, 82% connected to other directors (highest on board)Ex IBM CEO (retired 2020), IBM lifer (since 1981), Council on Foreign Relations, Business RoundtableCEOs replaced: herself? With Arvind Krishna, who was at IBM for more than 30 yearsIN or OUT: Michele Buck (2025)Newly appointed, ex CEO of Hershey, Hershey for 20 years and Kraft/Nabisco for 17 years prior (two companies, all food), board of NY LifeCEOs replaced: zero (dictatorship at Hershey)IN or OUT: Stephen Burke (2004)Lead Director! 16% influence, 22 year tenureComcast since 1998, Disney/ABC 1986, director at Berkshire HathawayCEOs replaced: zero (dictatorship at NBC/Comcast)IN or OUT: Alex Gorsky (2022)Ex CEO of J&J, Boards of Apple, IBM (!), ex Business RoundtableCEOs replaced: Tim Cook, himself, Gini Rometty (!)Jensen Huang's iconic leather jacket is going up for auction. Are you IN or OUT on “iconic” founder clothes?IN or OUT: Steve Jobs' turtleneck INEnabled by Arthur LevinsonIN or OUT: Zuck hoodie INEnabled by Peter Thiel, Marc AndreessenIN or OUT: Bill Gates' glasses OUTIN or OUT: Elizabeth Holmes' turtleneck OUTIN or OUT: Jack Dorsey's “love” hat OUTIN or OUT: Musk's chainsaw INSub question: if a board member has been on the board as long as the founder, are they iconic?Tench Coxe - 32 years on Nvidia board, only board he's on, buddies with JensenHarvey Jones - 32 years on Nvidia board, only board he's on, buddies with JensenBrooke Seawell (28 years) and Mark Stevens (17 years) - both were with Jensen when Nvidia just made dopey video cards for better video games

Marvell (NASDAQ: MRVL) stock has surged since Jensen Huang called it the next trillion-dollar company — we ran a reverse DCF on the Q1 FY2027 earnings to see if the rally is justified.Marvell just posted record Q1 fiscal 2027 results, with revenue up 28% year-over-year to $2.4 billion and guidance pointing to 35% growth next quarter. As a fabless chip designer and IP licenser, Marvell is riding two major tailwinds: hyperscaler demand for custom AI chips (ASICs and XPUs) and networking systems that interconnect GPUs across data centers, including a growing partnership with NVIDIA via NVLink.We break down the earnings report, the CFO transition to Dan Durn (formerly of Adobe and Applied Materials), the balance sheet impact of the Celestial AI acquisition, and rising share dilution from recent deals. Then we run a reverse discounted cash flow analysis on Marvell at its current price to determine what growth rate is already priced in, and whether the semiconductor cycle and AI infrastructure buildout can realistically support it.If you're weighing whether Marvell is still a buy after this rally, or looking for better value elsewhere in the semiconductor supply chain, this one's for you.Semi Insider members get access to our full research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your Fiscal.ai membership with our link: fiscal.ai/csiContent in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI doesn't own shares of Marvell.

Dylan Patel, founder of SemiAnalysis, argues the biggest gains in AI don't come from faster chips, they come from software-hardware co-design. Optimizing the model, the kernels, and the silicon together turns a 2x here and a 2x there into 100x. He explains why DeepSeek's experts were shaped for Nvidia's Hopper (and why TPUs struggle to run it), why OpenAI's sparser models and Anthropic's denser ones pull them toward different hardware, and why the so-called CUDA moat was never really about CUDA. Dylan breaks down InferenceX, his living benchmark that runs the latest models on over $50M of donated hardware daily, tracking a roughly 60x annual drop in cost per unit of quality. He makes the case that inference will be a bigger market than oil, that the compute crunch persists because models expand the value of useful work faster than compute grows, and why Jensen Huang is bankrolling neoclouds to engineer a multipolar world. Hosted by Shaun Maguire and Sonya Huang, Sequoia Capital

Herzlich willkommen zu Ihrem morgendlichen Newsletter! Die ständigen Krisen unserer Zeit fordern an vielen Fronten ihren Tribut. In Berlin etwa steht die Polizei aufgrund des immensen Objektschutzes am Limit. Dadurch fehlen Hunderte Beamte im regulären Dienst, was die allgemeine Sicherheit in den Kiezen gefährdet. Eine politische Diskussion über Zuständigkeiten und technologische Entlastung durch KI ist hier überfällig. Derweil zeigt uns die Natur ihre eigenen Tücken: Der Eichenprozessionsspinner zwingt zur Sperrung von Parks und Spielplätzen in ganz Deutschland. Seine giftigen Brennhaare bergen ein erhebliches Gesundheitsrisiko, dem wir als Gesellschaft mit Aufklärung und gezielten Maßnahmen begegnen müssen. Es gibt jedoch auch Lichtblicke: Jensen Huangs Weg vom Tellerwäscher zum Chef des Weltkonzerns NVIDIA beweist, was möglich ist. Mit familiärem Zusammenhalt und Visionen schuf er eine beispiellose Erfolgsgeschichte und ist damit ein Mutmacher für schwierige Zeiten.

The US goalie is a Harvard mathematician… who can predict penalty kicks.Apple announced their biggest price hike ever… because it ran out of memory.Hill House Home made $110M with their viral Nap Dress… thanks to groupchats.Plus, Nvidia's CEO Jensen Huang has a new side hustle… Food influencer.$AAPL $NVDA $SPYGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Story of the Week (DR):Big Media Dictatorship Craziness MMJustice Department Decision to Allow Paramount Deal Surprised Staff Investigators and US approval of Paramount/Warner Bros. deal surprised DOJ lawyers and The UFC's Despicable Night at the White House Senior Justice Department officials suddenly closed an eight-month antitrust investigation and approved Paramount's $111 billion acquisition of Warner Bros. Discovery, shocking career staff attorneys who were preparing to recommend a lawsuit to block it.DOJ investigators worried the combined company's massive debt would prevent it from honoring its promise to release 30 movies annually. However, senior leadership dismissed the debt concerns, arguing the merger would beneficially create a stronger rival to streaming giants like Netflix.The unexpected approval has drawn intense criticism from lawmakers, notably Senator Elizabeth Warren (D-Mass.), who suggested the green light from the administration was politically motivated and stated the decision "reeks of corruption."The deal also faces regulatory hurdles at the FCC; despite Chairman Brendan Carr's support, the merger requires a special FCC waiver due to significant equity stakes held by sovereign wealth funds in Saudi Arabia, the United Arab Emirates, and Qatar.While the federal government has stepped aside, the mega-merger still faces strict, ongoing antitrust scrutiny from the European Union and potential lawsuits from several state Attorneys General (including California) who insist the merger is not a done deal.Comcast Class A Shareholders Reject $107M Co-CEO Pay as Stock Slid 20%Brian Roberts 34% of vote42% no on pay with Roberts: 80% no without David Zaslav 2025 Pay Rejected By WBD Shareholders In Non-Binding Vote84% no for his $165MNo major shareholder: On the verge of being acquired by the EllisonsFox Corp to acquire Roku in $22B dealFox increased CEO/Chair Lachlan K. Murdoch's target annual bonus to $9M (up from $6M) and target annual equity award to $20M (up from $11M)If the maximum stays: annual from $12M to $18M and equity from $22M to $40MSo a possible increase of $24M“Mr. Murdoch recused himself from all discussions and votes regarding his employment term extension and compensation adjustments”Lachlan = 36% of voteThe government and AIAnthropic and TrumpTrump Blocks Foreigners From Using Anthropic's Latest AI TechUnder orders from the US government citing national security concerns, AI company Anthropic suspended foreign nationals (including its own employees) from using its most advanced tech and disabled access to its newest Claude models, Fable 5 and Mythos 5.The directive follows a feud starting in February, when the Trump administration barred federal agencies from using Anthropic products after the company refused to grant the military unrestricted access to its AI for mass surveillance and fully autonomous weapons.Anthropic's IPO pitch has a new problem: the government can shut it downComing just over a week after Anthropic confidentially filed its IPO paperwork, the government-mandated shutdown highlights severe regulatory and geopolitical vulnerabilities that threaten the company's massive valuation and commercial stability.Trump's Anthropic restrictions may be illegal Bernie and AIBernie Sanders AI sovereign wealth fund bill 2026Sen. Bernie Sanders introduced legislation Thursday that would give the American public a direct 50% ownership stake in the country's largest artificial intelligence companies through a one-time tax on their stockBernie Sanders unveils $7 trillion plan to give Americans control of AI industrySenator Bernie Sanders has introduced a sweeping $7 trillion legislative package aimed at breaking up private tech monopolies and transitioning the development of advanced artificial intelligence into a publicly owned, democratically overseen federal trust.AI dividend: Bernie Sanders pitches $1,000 annual payout from public ownership of AIJim Cramer says SpaceX investors aren't buying earnings — they're buying Elon MuskThe primary critique of ESG investing is about introducing non-pecuniary goals (e.g., lowering carbon emissions, promoting specific boardroom demographics, or boycotting certain industries) into the decision-making process.The Fiduciary Violation: If a fund manager chooses a lower-performing, ESG-compliant investment over a higher-performing, non-ESG investment (like oil, defense, or tobacco), they have violated their Duty of Loyalty by prioritizing social engineering over the client's walletDrunk Crew Causes 30% Pay Cut For A Major Airline CEOAn internal investigation found that two flight attendants had consumed alcohol during their layover period beyond permitted company limits, which set specific restrictions on pre-duty alcohol intake. The airline determined that the consumption occurred the day before departure and represented a breach of internal policy, escalating the matter from a single failed test to a wider compliance violation within the crew pairing on that layover."We sincerely apologize for the incident involving flight JL252 on May 23, which has severely damaged the trust placed in us. We take this seriously, recognizing it stems from structural weaknesses in our organizational monitoring. Moving forward, we are fully committed to ensuring safety and restoring trust by strengthening our inspection procedures and implementing company-wide reforms."Japan Airlines responded by implementing disciplinary measures affecting both frontline staff and senior management.CEO Mitsuko Tottori, the first female to lead the company after joining as a flight attendant herself in 1985, accepted a 30% reduction in salary for two months, while other executives also received temporary pay cuts as part of the company's internal accountability process.Safety manager Yukio Nakagawa and cabin services manager Junko Nakano will each take a 20% salary reduction for one month.Meanwhile, all other directors will receive a 10% pay cut over the same period.Alongside executive action, the airline introduced a stricter policy banning alcohol consumption during layovers for more than 6,000 flight attendants. Goodliest of the Week (MM/DR):DR: Melinda French Gates' advice to new IPO millionaires: ‘Give half your money away'DR: Judge Rules Trump Administration Cannot Erase Slavery and Climate Change History from National Parks DR: The global under-16 social media ban Is no longer a fringe policyDR: Target, Walmart and Amazon among brands losing LGBTQ+ consumer spending MM DRMM: Nearly 80% of data center capacity is at elevated risk to climate hazards like flooding and fire, study saysMM: Meta Sued for Over $100 Million by Eminem's Team for Illegally Using 243 SongsAssholiest of the Week (MM):Which is the bigger asshole move:Being part of a secret club - DRTrump's boys: See the celebrities and business execs who showed up to the UFC fight at the White House (none women attended); Jensen Huang on his relationship with Trump: ‘calls me in the middle of the night; A signal of where power sits': Trump and world leaders joined by OpenAI, Anthropic, Google at G7'Incel middle schoolers: Leak Exposes Members of Peter Thiel's Secretive ‘Dialog' SocietySecret street tours: Chef Karl Wilder joins Secret Street Tours Board of DirectorsRegulatory fist bump: SpaceX gets assist from DOJ in effort to toss NAACP air pollution lawsuitGaslighting for votesVoters reject effort to hike Oklahoma's minimum wage“Tonight, voters chose to protect Oklahoma's economic momentum and one of our greatest competitive advantages: affordability.”OK has $7.75, the federal minimum wage… WA has $17.13, which is the minimum wage pegged to CPITesla Allegedly Showed Cooked Data to Get Full Self-Driving ApprovedGov. Gavin Newsom vowed to stop California's billionaire tax. He has just over a week left to keep it off the ballot.Farage's 'Pro-Women' Law Could Slash Equal Pay Rights and Cost Female WorkersMost Palantir Shareholders Vote for Human Rights Probe. Why It Won't HappenNo ESG-related shareholder proposals pass in 2026 proxy seasonThreatening and complaining because you're the victimAmazon investigating engineers who criticized AI data center expansionThis is literally three engineers exercising their rights as citizens and being discriminated against as a resultNY Amazon Driver Fired for Posting Pro-Union Content on Social MediaUS tech billionaire issues stark China warning: American companies have been ‘hollowed out' by the Red DragonTrump Administration Tells Federal Employees to Wear “Freedom” Pins—Or ElseMark Zuckerberg Orders His Employees to Start Having Fun Again After Brutal Layoffs Culled Their ColleaguesWhile no one is looking, take everythingAt Tesla, Elon Musk Chooses To Exercise Options, Resulting In $110.55BJeff's Dream Team: Bezos recruits world's top architects to build most expensive mega mansion on Billionaire Bunker islandTrillionaire Elon Musk Makes $6.4 Billion Every Time SpaceX Stock Rises by $1825,806,452 minimum wage hours in OK - or 20.7m work weeks at 40 hours a week - or 397,000 worker yearsHeadliniest of the WeekDR: People don't trust AI. They do yearn for Lunchables: survey.MM: Mark Zuckerberg is a certified watch guy. His collection ranges from a $120 Casio to multimillion-dollar timepieces.Who Won the Week?DR: Japan: for holding everybody accountable MM: Casio - the $120 Casio is NOW ON SALE! YOU CAN BE LIKE ZUCK FOR JUST $96PredictionsDR: Meta emulates Japan Airlines by taking away one of Zuck's watches every time he lays off 10% of his workforceMM: Lunchables sells a watch

Trump's oil revelation, ActBlue fraud, Róis-Máire Donnelly, Albert Mohler, and Jensen Huang headline today's A.M. Update. Trump drops a bombshell at a White House signing ceremony, revealing the U.S. military has been secretly siphoning millions of barrels of Iranian oil through the Strait of Hormuz every night — which is why prices are at $85 to $90 a barrel instead of $250, and why his "I love inflation" soundbite is going to be played on a loop. ActBlue CEO Regina Wallace-Jones pleads the fifth when Congressman Jim Jordan asks her point blank whether ActBlue has watered down its fraud standards to benefit Democrats, and Aaron says that answer tells you everything. New Belfast Lord Mayor Róis-Máire Donnelly, a Sinn Féin councillor who took office June 1st preaching diversity and inclusion, is now presiding over a city where mobs are burning buses and police cars in response to a Sudanese migrant's attempted beheading of a local man. Albert Mohler's male-pastor-only amendment to the Southern Baptist Convention constitution passes its first required two-thirds vote at 76%, and Aaron calls it the SBC course-correcting back toward orthodoxy. Aaron closes with Jensen Huang's task-versus-purpose argument for why AI elevates jobs rather than eliminating them, and the poll of the week results on who has done the most damage to college sports.