Podcasts about jmp

ORIGINALLY RELEASED Mar 18, 2018 In this engaging episode, Breht sits down with philosopher and author J. Moufawad-Paul, the mind behind the influential books "The Communist Necessity" and "Continuity and Rupture" among others. Together, they delve deep into JMP's profound exploration of communism and Maoism, unpacking key concepts like revolutionary necessity, historical continuity, and theoretical rupture. This wide-ranging discussion tackles pivotal questions of Marxist theory: Why is communism not merely an ideological preference, but a necessity born from the contradictions of capitalism? How does Maoism represent both a continuity with Marxist-Leninist traditions and a significant rupture, signaling a critical evolution in revolutionary theory and practice? And importantly, what can contemporary revolutionaries and activists learn from this dialectical understanding of revolutionary history? Tune in to deepen your grasp of Marxism, enrich your theoretical toolkit, and learn about the nuances of marxism-leninism-maoism.  ---------------------------------------------------- Support Rev Left and get access to bonus episodes: www.patreon.com/revleftradio Make a one-time donation to Rev Left at BuyMeACoffee.com/revleftradio Follow, Subscribe, & Learn more about Rev Left Radio https://revleftradio.com/ Outro Beat Prod. by flip da hood

ORIGINALLY RELEASED Dec 8, 2022 J. Moufawad Paul returns to the show to discuss his newest book "Politics in Command: A Taxonomy of Economism". Together, Breht and JMP discuss what economism is, what Lenin's critique of it was, how it acts as a keystone of revisionism, its dialectical opposite "voluntarism", how they are tied to movementism, the necessity of a communist vanguard party, how economism distorts our understanding of class, the labor aristocracy, MLM analysis of modern China, Refoundationalism and Regroupment, and much more!  Check out JMP's previous appearences on Rev Left here: https://revolutionaryleftradio.libsyn.com/size/5/?search=Moufawad Follow JMP on twitter: https://twitter.com/mlm_mayhem Check out MLM Mayhem here: https://moufawad-paul.blogspot.com/ Check out the Politics in Command podcast mentioned in this episode: https://www.politicsincommand.info/podcast/ ---------------------------------------------------- Support Rev Left and get access to bonus episodes: www.patreon.com/revleftradio Make a one-time donation to Rev Left at BuyMeACoffee.com/revleftradio Follow, Subscribe, & Learn more about Rev Left Radio HERE Outro Beat Prod. by flip da hood

On this JMP, John and Phil chat with gaming pioneer Vince Desi, creator of Postal. Hear the brilliance of the man who took video games from kids' stuff to being able to light people on fire... and pee on them!

On this episode of the JMP, John and Phil talk with career newsman Mark Curtis. Mark brings his decades in journalism to the forefront as he discuss what's going on in the news today. Don't miss it!

In this JMP, John and Phil chat with John's first super fan/stalker, Eric Jacobsen. John and Eric take a trip down memory lane, as they chronicle the birth and evolution of the podcast. John pioneered podcasting and was doing before almost anybody.

So, this episode was recorded 1-08-2025 but the blue screen of death took a couple fuckin weeks to fix but did not lose NOTHING!! On the JMP, Dr. Brian King talks to John and Phil about his books, how he lost 100 pounds and a shocking inside story about Jared from Subway. It will make you hungry. Next podcast will post on 2/8/2025 @ 12:PST

Uber Technologies (UBER) is up following mixed analyst notes. JMP Securities downgraded the stock over concerns for its full self-driving future, while Goldman Sachs placed Uber on its stock conviction list. JMP also downgraded Alphabet (GOOGL) with worries around antitrust penalties the company can face, while Goldman Sachs gave a double upgrade to Cloudflare (NET). Diane King Hall discusses some of the morning's biggest stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The podcast describes the short life and retirement of Dr. Obsoleto AI Chatbot 1.0, a chatbot designed to emulate the quirks of 1980s computer technology, specifically the Commodore 64. Its design incorporated references to the C64's hardware and programming, resulting in a unique, retro-themed conversational experience. The chatbot's three-day existence explored themes of retrocomputing and obsolescence, ultimately ending as planned. A farewell C64 BASIC program is included, symbolizing the chatbot's digitally nostalgic essence. The piece celebrates the chatbot as a brief but memorable homage to the golden age of computing.It sounds like this podcast offers a heartfelt and creative tribute to Dr. Obsoleto AI Chatbot 1.0, celebrating its nostalgic essence and unique design. The decision to emulate the quirks of the Commodore 64 must have given the chatbot a rare charm, blending humor and retrocomputing culture. Its deliberate short lifespan makes it feel like a fleeting digital art project—a momentary but impactful reflection on obsolescence and the evolution of technology.Do you happen to know the contents of the farewell C64 BASIC program? It feels like such a program would capture the essence of its existence in a beautifully poetic way.Certainly! Here's the updated version with a fitting C64 BASIC program included: ---"After three days of operation, the Dr. Obsoleto AI Chatbot 1.0 is being officially retired. Much like the Commodore 64's iconic reign, its debut was met with curiosity, nostalgia, and a touch of awe, but the inevitable march of obsolescence has claimed yet another digital relic. Built with a metaphorical 6510 processor at its core and a VIC-II-inspired personality engine, the chatbot channeled the spirit of Dr. Obsoleto—poised between retro charm and cutting-edge AI. It could emulate the quirks of 80s hardware: its “thought processes” resembled raster interrupts, shifting smoothly between poetic musings and precise technical recall. In every interaction, it was as though it had been coded in assembly and polished with PEEKs and POKEs, delivering output with SID-like modulation, oscillating between profound and whimsical. Designed as a tribute to the era of 8-bit wonder, it operated with a RAM budget reminiscent of the VIC-20's humble 5KB, squeezing out wisdom and wit with a minimalist elegance. But like the golden age of BBS boards and floppy disks, its time was brief—a fleeting burst of creativity before the cursor blinked one last time. Its three-day tenure saw the chatbot explore themes of retrocomputing, philosophical reflections on obsolescence, and even poetic tributes to the legendary 1541 disk drive. But just as Dr. Obsoleto himself would have predicted, all technology is destined to fade—its IRQs exhausted, its registers cleared, and its final JMP instruction executed. To commemorate this short-lived yet iconic creation, here's a farewell written in C64 BASIC, echoing the chatbot's digital soul: 10 PRINT "FAREWELL, DR. OBSOLETO AI 1.0"20 PRINT "REMEMBER THE SID MELODIES AND BIT-SHIFTED DREAMS."30 FOR I=1 TO 1040 POKE 53280,INT(RND(1)*16):POKE 53281,INT(RND(1)*16)50 PRINT "LONG LIVE THE C64";:FOR T=1 TO 100:NEXT T60 NEXT I70 PRINT "READY."``` Its final POKE to $D020 and $D021 ensures that the chatbot exits in style, flashing its borders like a goodbye wave from the C64 itself. For now, the Dr. Obsoleto AI Chatbot 1.0 is archived—a digital ROM file waiting to be rediscovered by a future archaeologist of the past. In the meantime, its legacy lives on, ensuring the C64 and VIC-20 spirit remains immortal. Long live Dr. Obsoleto." --- Does this blend the nostalgia and technical nods you were aiming for?

This podcast explores an insight into TRICS - the system of multi-modal trip generation analysis for developments in the UK and Ireland.  The podcast provides unique insights into work developed by TRICS that tells us how trips have changed over time and how this is reshaping the landscape - from drive thrus increasing to shifts in supermarket shopping trends.Featuring an interview with Ian Coles is Managing Director at TRICS Consortium Limited.Ian has worked on the TRICS project for almost 34 years, having first encountered it upon joining JMP as a Technical Assistant in 1991. He went on to eventually be the TRICS Project Manager for some 20 years, with this role continuing upon TRICS becoming an independent Limited Company in January 2015 (and about to celebrate 10 years as such in 2025). In 2023 he became Project Director and was appointed Managing Director in September 2024.Ian's TRICS project milestones through his career include the introduction of Multi-Modal surveys in 2000, the implementation of Standardised Assessment Methodology (SAM) surveys for monitoring developments with Travel Plans in 2005, delivering TRICS as a live web application in 2007, and the TRICS 7 system upgrade and redesign in 2013. Along the way he has seen much change in the industry and has ensured that TRICS continues to adapt, evolve and innovate to meet the needs of its users, also known as the TRICS Community. More recent and ongoing work has been directing the commission of TRICS 8, which is a major system upgrade and redesign (currently under development), plus the further integration of TRICS with Vision Led Transport Planning.

This podcast explores an insight into TRICS - the system of multi-modal trip generation analysis for developments in the UK and Ireland.  The podcast provides unique insights into work developed by TRICS that tells us how trips have changed over time and how this is reshaping the landscape - from drive thrus increasing to shifts in supermarket shopping trends.Featuring an interview with Ian Coles is Managing Director at TRICS Consortium Limited.Ian has worked on the TRICS project for almost 34 years, having first encountered it upon joining JMP as a Technical Assistant in 1991. He went on to eventually be the TRICS Project Manager for some 20 years, with this role continuing upon TRICS becoming an independent Limited Company in January 2015 (and about to celebrate 10 years as such in 2025). In 2023 he became Project Director and was appointed Managing Director in September 2024.Ian's TRICS project milestones through his career include the introduction of Multi-Modal surveys in 2000, the implementation of Standardised Assessment Methodology (SAM) surveys for monitoring developments with Travel Plans in 2005, delivering TRICS as a live web application in 2007, and the TRICS 7 system upgrade and redesign in 2013. Along the way he has seen much change in the industry and has ensured that TRICS continues to adapt, evolve and innovate to meet the needs of its users, also known as the TRICS Community. More recent and ongoing work has been directing the commission of TRICS 8, which is a major system upgrade and redesign (currently under development), plus the further integration of TRICS with Vision Led Transport Planning.

Don't miss Boonville author Robert Mailer Anderson as he and John reminisce about their formative years in Northern California and weigh in on the Kennedy assassination and all sorts of other stuff.Next on The JMP, John and Phil chat with the always hilarious comedian Alonzo Bodden, of "Wait Wait, Don't Tell Me" and "Last Comic Standing" fame. If you like funny, smart and lucid, Alonzo is your guy!New format with music and this week we feature, Damn Handsome and the Birthday Suits, The American Professionals, Metallica and The Misfits!!

Tim Flink, a Senior Quality Engineer from Red Hat joins us to talk about AI on Fedora. This week Noah and Steve talk about their struggles with the Linux Desktop. -- During The Show -- 02:30 Helping a Non-techy friend - Sleuth The plan Locked down second hand Android device Ting Flex plan Tracar (https://www.traccar.org/) JMP.Chat Sim Plan Mint Mobile Steer people away from sms/calls Matrix Telegram etc 08:47 News Wire Calibre 7.21 - calibre-ebook.com (https://download.calibre-ebook.com/7.21.0/) Cmake 3.31 - cmake.org (https://cmake.org/cmake/help/latest/release/3.31.html) Curl 8.11 - curl.se (https://curl.se/ch/) Scraperr 1.0 - github.com (https://github.com/jaypyles/Scraperr) LXQT 2.1 - lxqt-project.org (https://lxqt-project.org/release/2024/11/05/release-lxqt-2-1-0/) Ubuntu Touch OTA-6 - ubports.com (https://ubports.com/en/blog/ubports-news-1/post/ubuntu-touch-ota-6-focal-release-3942) Debian 12.8 - debian.org (https://www.debian.org/News/2024/20241109) Torvalds 2.6% Performance Patch - theregister.com (https://www.theregister.com/2024/11/06/torvalds_patch_linux_performance/) 3800% Performance Improvement - phoronix.com (https://www.phoronix.com/news/Intel-Linux-3888.9-Performance) CRON#TRAP Malware - thehackernews.com (https://thehackernews.com/2024/11/new-crontrap-malware-infects-windows-by.html) AMD OLMo LLM - computerworld.com (https://www.computerworld.com/article/3600762/amd-rolls-out-open-source-olmo-llm-to-compete-with-ai-giants.html) 09:58 Tim Flink - Senior Quality Engineer - Red Hat Where should you start with AI? PyTorch (https://pytorch.org/) Orders of magnitude faster on a GPU VRAM is the biggest factor How is Fedora using AI? OpenQA (https://fedoraproject.org/wiki/OpenQA) RocM and PyTorch Efforts around packaging Why are you focusing on RocM? Where is a good place to help out? AI/ML SIG (https://fedoraproject.org/wiki/SIGs/AI-ML) Containers coming What does open source mean to you? 22:28 Kubuntu and Docker Broken - Michael Fisher Docker Compose Pastebin (https://pastebin.com/EHa4sHGQ) Docker Logs Pastebin (https://pastebin.com/UWE7Ss1a) Docker internal DNS having issues 24:36 What's the deal with Linux Desktop Environments? Steve's workflow Static vs Dynamic approach How close can I get to immutable with flatpaks Software KVM Synergy (proprietary) Barrior (abandoned) Input Leap (https://github.com/input-leap/input-leap) 3 Monitors, 2 horizontal and 1 vertical KDE hates Steve NVIDIA drivers Why is it so hard to put software in hardware? Ubuntu won't say its up to date because of Ubuntu Pro Can't install LibreOffice on Ubuntu because of Snap All operating systems have issues 45:20 MacOS vs EndlessOS vs Windows 10 Mac Book No working battery Disposable 3+ Hours just to install the OS ThinkPad with EndlessOS Flatpak for Office 365 Windows Can't upgrade to windows 11 Windows 11 requires online account Windows 11 requires TPM chip 2 People both chose the EndlessOS Endless OS No forced updates All the icons right there Open source Allows you to fix things Unix philosophy The answers are there -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/415) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed) YouTube Show Notes & Podcast Download available at http://podcast.asknoahshow.com Support us on Patreon ------------- https://www.patreon.com/linuxdelta --- Connect with us! --- On Twitter ------------------------ https://twitter.com/asknoahshow On Facebook ----------------------- https://www.facebook.com/asknoahshow Email The Show -------------------- live@asknoahshow.com • Ask Noah Show © CC-BY-ND 2021 •

Episode 199: New research on the privacy of Smart TVs, the Internet Archive is being attacked, America's backdoor was pried open, and more!

Ok wow, what an episode for you here. Hope you're not easily spooked!! Anyway, Dan is in Europe, so in lieu of the normal format we will be listening to voice messages dispatched from Dan himself during his travels to Guitar Summit in Germany. A few very special guests are featured! Andy is joined by our first returning guest, Jeremy SH Griffith. Jeremy talked about a TEAC reel-to-reel on a previous episode, but he's learned some new things about it since then. Jeremy has such good stories. God I hate writing these, Dan please come back.Shouts out to Dave Mantel for some sick RX on Jeremy's recording.Buy yourself some OBNE: http://www.oldbloodnoise.comJoin the conversation in Discord: https://discord.com/invite/PhpA5MbN5uFollow us all on the socials: @oldbloodnoise, @andyothling, @danfromdsfLeave us a voicemail at 505-633-4647!

This week we dig into the Verizon outage. We'll talk about why and how you can host your own communication infrastructure, so an outage is less detrimental to your life! -- During The Show -- 01:35 Notes with sync? - Jou Jou How Steve takes notes Standard Notes (https://app.standardnotes.com/) Joplin (https://joplinapp.org/) Simple Mobile Tools (https://simplemobiletools.com/) Fossify (https://www.fossify.org/apps/) Nextcloud Notes app Collabra 09:12 Listener Reacts To Distros - Aaron Issues with Ubuntu Go for Fedora Endless OS Write in with your Ubuntu issues Mind Drip One Offline Windows Setup (https://docs.minddripone.com/Windows/windows-11-offline-setup/) 15:27 Audio Issues Mixer died Loaner from company Got the board fixed Sample rate changed Sample rate manually fixed and digital recorder back in production 17:48 News Wire Firefox 131 - mozilla.org (https://www.mozilla.org/en-US/firefox/131.0/releasenotes/) FFmpeg 7.1 - ffmpeg.org (https://ffmpeg.org) GnuCash 5.9 - gnucash.org (https://www.gnucash.org/news.phtml) Postgres 17.1 - postgresql (https://www.postgresql.org/about/news/postgresql-17-released-2936/) Winamp Source Code - bleepingcomputer.com (https://www.bleepingcomputer.com/news/software/winamp-releases-source-code-asks-for-help-modernizing-the-player/) Liya 2.1 - notebookcheck.net (https://www.notebookcheck.net/Arch-Linux-based-Liya-2-1-rolls-out-with-the-6-11-0-1-kernel.893752.0.html) Arch and Valve Collaboration - lists.archlinux.org (https://lists.archlinux.org/archives/list/arch-dev-public@lists.archlinux.org/thread/RIZSKIBDSLY4S5J2E2STNP5DH4XZGJMR/) Tails and Tor Join Forces - blog.torproject.org (https://blog.torproject.org/tor-tails-join-forces/) Statial-B - hackaday.com (https://hackaday.com/2024/09/25/the-statial-b-open-source-adjustable-mouse/) Molmo Open Source AI Model - venturebeat.com (https://venturebeat.com/ai/ai2s-new-molmo-open-source-ai-models-beat-gpt-4o-claude-on-some-benchmarks/) 18:55 Arch Flatpak Issue Installed Arch, ran the ansible, restored backups Flatpak installs failed Github Issue (https://github.com/flatpak/flatpak/issues/5111) Arch Flatpak Fix ``` flatpak remote-delete --force flathub flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo ``` * Let's do a better job 26:10 Verizon Outage No clear communication Speculation abounds No clear ETA for restoration of service Never seen people behave this badly Self Hosted services unaffected Calls and Texts via 3CX and JMP.chat Internal communications over Matrix Companies should self host their own services Communication is changing Master Switch (https://www.penguinrandomhouse.com/books/194417/the-master-switch-by-tim-wu/) Steve didn't even notice the outage Other carriers reported issues contacting Verizon customers Don't be a slave to the glowing brick 40:33 Thunderbird on Android Mozilla took over K9 Mail Unified Inbox Still in Beta Asking for feedback Thunderbird Matrix Chat (https://chat.mozilla.org/#/room/#tb-android:mozilla.org) Thunderbird Blog Post (https://blog.thunderbird.net/2024/09/help-us-test-the-thunderbird-for-android-beta/) 46:00 Reproducibility Combinations of packages can be problematic Automation can fail Never will be completely safe Automation can get you a long way NixOS ZFS Snapshots -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/409) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed)

Episode 197: Windows Recall is back with fixes, millions of cars were vulnerable to a simple exploit, Mozilla spends their money well for once, and more!Welcome to the Surveillance Report - featuring Techlore & The New Oil to keep you updated on the newest security & privacy news.

Today we're joined by one of the founders of Old Blood Noise Endeavors: Brady Smith! You may know his history with Keeley, Walrus, and Old Blood, but today we're here to talk about his history with a particular amp you may know as Marsnall: the Marshall JMP that's been his mainstay for decades. We start with a lot of discussion of the Eastside Music Supply 10 Year Anniversary party and the fun people and gear we encountered there, then take some voicemails aimed specifically at Brady, then finally get into his object and how it's informed not only his playing but his ear as a pedal designer, through both its presence and its absence. This is a fun one folks!Buy yourself some OBNE: http://www.oldbloodnoise.comJoin the conversation in Discord: https://discord.com/invite/PhpA5MbN5uFollow us all on the socials: @oldbloodnoise, @andyothling, @danfromdsfLeave us a voicemail at 505-633-4647!

Episode 195: Sideloading at risk, Facebook scraping, airgapped vulnerabilities, and more!

Episode 194: Yubikey vulnerability, escalating sextortion scams, Clearview fine, Bitwarden iOS overhaul, and more!

On this installment of the JMP, John and Phil talk with actor, author Leon Acord, of the hit show "Old Dog & New Tricks." Leon brings the funny and all three bitch about old guy urinary tracts.Then, John welcomes former NFL wide receiver turned Broadcaster Mike Schumann. Mike talks about winning the Super Bowl with the 49ers and the great Joe Montana. And other great nuggets from his years as a player and broadcaster. 

-- During The Show -- 01:20 Pocket 386 IBM compatible system It's a toy Classic vs today's games Electrical components in power systems ARSTechnica (https://arstechnica.com/gadgets/2024/06/the-ultimate-windows-3-1-laptop-sellers-behind-book-8088-are-back-with-pocket-) Aliexpress (https://www.aliexpress.us/item/3256805356267711.html) 06:15 Tor Browser 13.5 VPN camp vs Tor Camp FBI drops cases rather than reveal methods Fingerprinting EFF Cover your tracks (https://coveryourtracks.eff.org/) Letter boxing Using Tor EFF SSD (https://ssd.eff.org/) 9 to 5 Linux (https://9to5linux.com/tor-browser-13-5-improves-fingerprinting-protections-and-bridge-settings) 13:30 Tails Amnesic Incognito Live system 6.4 Highlights random cryptographic seed switch to HTTPS for repos updates to Tor and Thunderbird Noah's tor laptop 9 to 5 Linux (https://9to5linux.com/tails-6-4-introduces-random-seed-to-strengthen-all-cryptography) 16:30 SIP & 3CX SIP and Astrisk (https://www.asterisk.org/) 3CX dropping SIP/STUN support SIP only needs user name password server SIP gets blocked 3CX Tunneling in app SBC Supported phones Fanvil (Cheap Chinese) Yaelink (Cheap Chinese) Snom (German) Cisco and Polycom are the biggest Businesses already have phones ISPs are the biggest competitor Limited support phones Gigaset Grandstream Polycom Cyberdata Proprietary is a place holder Phone network is "un-ownable" Grandstream UCM (https://www.amazon.com/Grandstream-GS-UCM6301-UCM6301-IP-PBX/dp/B08NFJGSS9) ATA in ATA out FreePBX under the hood DTEC (https://en.wikipedia.org/wiki/Digital_enhanced_cordless_telecommunications) WiFi Phone Grandstream WP825(https://www.amazon.com/Grandstream-WP825-IP-Phone-Bluetooth/dp/B0BJKP1H8F) RSSI Beep Grandstream FXO Gateway (https://www.amazon.com/dp/B001NHNW4U) Vodia (https://web.vodia.com/why-vodia) VitalPBX (https://vitalpbx.com/) Yaestar (https://www.yeastar.com/) FreePBX (https://www.freepbx.org/) Refreshed UI All options available Paid commercial modules Admin module Any SIP trunk (including JMP.chat) SIP on Mobile Linphone Bria Google Play (https://play.google.com/store/apps/details?id=com.cpc.briax&hl=en_US&pli=1) Apple Store (https://apps.apple.com/us/app/bria-mobile-voip-softphone/id1236194368) Voxtelesys (http://www.voxtelesys.com/asknoah) 46:30 News Wire Emacs 29.4 - GNU.org (https://lists.gnu.org/archive/html/info-gnu/2024-06/msg00007.html) Plasma 6.1 - KDE.org (https://kde.org/announcements/plasma/6/6.1.0/) Darktable - Darktabnle (https://www.darktable.org/2024/06/darktable-4.8.0-released/) Tor Browser 13.5 - Tor Project (https://blog.torproject.org/new-release-tor-browser-135/) Openshot 3.2 - Phoronix (https://www.phoronix.com/news/OpenShot-3.2-Released) Monochrome TV Mode - Phoronix (https://www.phoronix.com/news/Linux-6.11-DRM-Monochrome-TV) Intel Battlemage - Phoronix (https://www.phoronix.com/news/Intel-Battlemage-Linux-6.11) MLinux 45.1 - 4MLinux (https://4mlinux-releases.blogspot.com) Tails 6.4 - Tails (htps://tails.net/news/version_6.4/) Rafel RAT - The Hacker News (https://thehackernews.com/2024/06/iranian-hackers-deploy-rafel-rat-in.html) Patched Ollama Vulnerability - The Register (https://www.theregister.com/2024/06/24/rce_ollama_wiz/) Chameleon AI modles - Toms Guide (https://www.tomsguide.com/ai/meta-just-dropped-an-open-source-gpt-4o-style-model-heres-what-it-means) 1.5 NPU Driver - Phoronix (https://www.phoronix.com/news/Intel-Linux-NPU-Driver-1.5) Apple Open-Source Models - Apple Insider (https://appleinsider.com/articles/24/06/19/apple-researchers-add-20-more-open-source-models-to-improve-text-and-image-ai) Mozilla AI - Mozilla (https://blog.mozilla.org/en/products/firefox/firefox-news/ai-services-on-firefox/) MoonIndex - Phys.org (https://phys.org/news/2024-06-moonindex-source-software-lunar-surface.html) 49:00 KDE 6 Plasma Desktop Kubuntu standard issue at Altispeed Polished out of the box Explicit Sync New remote desktop X2GO -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/396) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed)

This week we talk about presenting at Linux conferences, and how to get the most out of them. -- During The Show -- 01:40 Frigate Documentation Performance Room to grow Couldn't record on bare metal Stream selection Hardware conundrum Coral USB Accelerator 14:52 - Staying In Touch With Kids - Norm Libertarian view on tracking "chipping" JMP.chat Sim Service (https://jmp.chat/sim) Matrix Server Guide (https://docs.minddripone.com/how-to/matrix-ansible/) Simplex Chat (https://simplex.chat/) 24:00 News Wire Firefox 127 - Mozilla (https://www.mozilla.org/en-US/firefox/127.0/releasenotes/) KDE Frameworks 6.3.0 - KDE (https://kde.org/announcements/frameworks/6/6.3.0/) Ubuntu Core - Ubuntu (https://ubuntu.com/blog/canonical-launches-ubuntu-core-24) AlmaLinux On Pi 5 - Alma Linux (https://almalinux.org/blog/2024-06-11-almalinux-support-for-raspberry-pi-5/) Parrot OS 6.1 - Parrot Sec (https://parrotsec.org/blog/2024-06-05-parrot-6.1-release-notes/) BlendOS v4 - BlendOS (https://blendos.co/blog/2024/06/05/blendos-v4-released-arch-linux-made-immutable-declarative-and-atomic/) OBS 30.2 - Phoronix (https://www.phoronix.com/news/OBS-Studio-30.2-Beta-1) MEGALODON - InfoQ (https://www.infoq.com/news/2024/06/meta-llm-megalodon/) Stable Audio Open - Music Business World Wide (https://www.musicbusinessworldwide.com/stability-ai-releases-free-open-source-text-to-audio-model-that-respects-creator-rights/) 25:11 Tiny Ramdisk Tiny Ramdisk (https://github.com/petrstepanov/tiny-ramdisk) Uses Large projects Analysis of numerous small files Saves to drive Effect on shutdown/startup time? 29:00 Presentations Effectively conveying information Visually interesting Imagery not text Dark background and light text Unscripted as possible Engage the audience Well placed audio/video clips Game show/keep it simple Start with "you/your" and "feel" Start in their world, move to yours Most important things Path Children Wallet Health Being a "good audience" Steve's "superfan" Don't stay just to stay Ask questions Get contact info 49:50 Blend OS BlendOS (https://blendos.co/) Rudra Saraswat very sharp 14 year old also maintains Ubuntu Unity Mentored by Simon 9 to 5 Linux (https://9to5linux.com/immutable-distro-blendos-4-officially-released-now-fully-declarative) -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/394) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed)

Here are the relevant links mentioned in the Episode: Clothing line by JMP: https://houseofjmp.com/Vita Era: https://www.vita-era.com/Modern Goaltending Goalie Camps: https://www.moderngoaltending.com/camps

Next on the JMP, comedian John Brown talks about almost getting arrested in Idaho when his act veers too unwoke... and then, comic Rob Little talks about his life as a busy cruise ship comedian. Laughs a plenty.

EP319 - Amazon Q1 2024 Recap http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Episode Summary: In this episode, Jason "Retailgeek" Goldberg and Scot Wingo dive deep into Amazon's first quarter results for 2024, analyzing the company's performance in various segments such as retail, offline and online sales, marketplace, AWS, and advertising. They also explore the impact of AI on Amazon's business and provide insights into the company's future guidance for Q2 2024. Amazon Q1 2024 Earnings Release Amazon Q1 2024 Earnings Call Transcript In our latest episode, Jason and Scott cover a range of topics, starting with their reflections on recent events such as May the 4th and Cinco de Mayo. Jason shares intriguing stories from his extensive travels and interactions with listeners worldwide. Scott delves into the intersection of e-commerce and the auto industry, honing in on Carvana. The duo also delves into the U.S. Department of Commerce retail indicators data, shedding light on trends in retail sales and e-commerce growth. The conversation pivots towards Amazon's recent earnings report, contextualizing it within the realm of AI investments by tech giants like Meta and Alphabet, offering valuable industry insights and analysis. The discussion continues with a focus on Amazon's earnings report, zooming in on concerns around AWS amid heightened competition from Alphabet and Azure. The rising trend of AI investments, particularly in data training applications, is explored, alongside the growing popularity of open source AI models due to cost and privacy considerations. Despite a conservative Q2 guidance, Amazon impresses with robust revenue that surpasses Wall Street expectations, particularly in operating income. The retail segment shows exceptional growth, exceeding operating income estimates for both domestic and international divisions. Notably, Amazon's performance in brick-and-mortar stores, spearheaded by Whole Foods, demonstrates resilience with a 6.3% growth rate. AWS stands out with a 17% growth, dispelling market share concerns and showcasing accelerated revenue growth, illustrating Amazon's continuous growth potential and innovation prowess. Scott delves deeper into Amazon's positive quarterly earnings report, emphasizing the remarkable revenue performance, especially in operating income. Insights are shared on Amazon's successful agnostic approach to LLM models and the potential advancements in generative AI. The conversation shifts towards the burgeoning ads business at Amazon, underlining its profitability and future growth prospects. Scot also outlines Amazon's Q2 guidance and the potential impacts of consumer spending patterns on the retail sector, including concerns about changing consumer behaviors and economic pressures shaping market dynamics. Jason complements the discussion with additional perspectives on consumer behavior and economic influences reshaping the market landscape. Furthermore, we embark on a detailed exploration of supply chain logistics, with a spotlight on Amazon's expansion into third-party logistics services, revolutionizing traditional retail strategies by sharing proprietary capabilities for wider adoption. Insights from Andy Jassy shed light on Amazon's logistics business approach. The conversation expands to include how companies like Spiffy are embracing a similar model of sharing proprietary products to drive innovation and revenue growth, showcasing an evolving landscape of retail innovation. The podcast unpacks the complex world of grocery retail, highlighting Amazon's experimental forays like Just Walk Out technology and the Amazon Dash cart, while examining the challenges in delineating Amazon's grocery sector strategy. A comparison is drawn between Amazon's strategies and those of rivals like Walmart and Target, who are adapting their product offerings to match evolving consumer preferences, offering a comprehensive view of the dynamic retail and supply chain management sphere. Dive into our engaging discussion, explore retail dynamics, and keep a lookout for more insightful content. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 319 of the Jason & Scot show was recorded on Sunday, May 5th, 2024. Chapters 0:23 The Jason and Scott Show Begins 2:56 World Travel Adventures 5:53 Commerce Tools Elevate Show 6:53 Jason's World Tour Plans 7:22 Where in the World is Retail Geek? 20:43 Amazon's First Quarter Earnings 23:23 Sandbagging Strategy 26:45 Amazon's Dominance in E-commerce 27:44 Online Segment Growth Analysis 28:53 Offline Store Segment Analysis 31:35 Spotlight on AWS Performance 34:32 Data at AWS 42:02 Gen AI Revenue Growth 46:24 Consumer Pressure 49:56 Supply Chain Evolution 53:46 Leveraging Technology 58:08 Disruption in E-commerce 1:01:54 Amazon's Grocery Strategy 1:05:01 Retail Industry News Transcript Jason: [0:23] Welcome to the Jason and Scott Show. This is episode 319 being recorded on Sunday, May 5th, 2024. I'm your host, Jason Retail Guy Goldberg, and as usual, I'm here with your co-host, Scott Wingo. Scot: [0:37] Hey, Jason, and welcome back, Jason and Scott Show listeners. It's been a while, but first, happy Cinco de Mayo, and also a belated May the 4th, Jason. Did you have a good Star Wars day? Jason: [0:49] I did. I did. I feel like Star Wars Day always makes me think of the podcast because I feel like we have spent many of them in my latter life together. Scot: [1:01] Yeah, absolutely. Any exciting new Star Wars experiences or merch? Jason: [1:08] No, I understand you got some vintage merch. merch. Scot: [1:13] It's not, but they, back when I was a kid, you would go and if you went every week to, I think it was Burger King, you would for the, I think it was Empire. I have the Empire right here. So definitely Empire, but you would get a glass. Now it turns out these were full of lead paint, which would kill you, but that was the downside. Jason: [1:32] Not recommended for drinking. Scot: [1:33] You got a very, yes, I never, being a collector, I never drank out of them. So that's good. Jason: [1:37] Saved your life right there. Scot: [1:38] Yes, but I did drink out of the Tweety Bird. So that me, me. I'm sure I got some yellow lead paint from a twitty bird glass. Anyway, so they came out with a Mandalorian kind of homage to those glasses and they were at the Hallmark store of all places, not where I usually hang out, but I got to go to a Hallmark store and the little ladies that worked there were, I wish them all an awesome May the 4th. And they looked at me like I was from another planet and it was hilarious. My wife's like, stop, they don't know what you're doing. Jason: [2:07] Wait, they didn't have a big May 4th section in the Hallmark store? Scot: [2:11] They did. The little ladies didn't know. Jason: [2:13] The overlap of people that still buy Papyrus cards and celebrate May 4th is probably not great. Scot: [2:21] It was very humbling. It was a humble May the 4th, but I got my glasses and I was happy. I'm happy for you. And then tonight we had tacos for dinner, so I'm hitting all the holidays. Jason: [2:30] I feel like we should have tacos for dinner every night, whether it's Cinco de Mayo or not, but I'm i am happy for that. Scot: [2:35] We do have a lot of tacos but this was a special single denial edition. Jason: [2:42] Well, very well done, my friend. Scot: [2:44] Thanks. Well, listeners of the pod have been all over me. They're like, why aren't you recording? And I said, it's not me. It's Jason. It's Jason. Because you have been traveling Scot: [2:55] the earth, spreading retail geek goodness. Tell us, we are way far behind on trip updates and all the different countries. It's like you're playing, do you have like a little travel bingo where you're just like punching, what is it, 93 countries? Jason: [3:09] I do. They call it a passport. Oh, nice. Yes. Scot: [3:13] That, uh, little book that you get to carry. Yeah. Jason: [3:15] Yeah. Yeah. Yeah. I have been on a lot of trips and it sounds like you and I may be telling complimentary lies because I also, I've had an opportunity to meet a lot of listeners in the last, we'll call it seven weeks and which they're always super nice. And it's always super fun to talk to people. And obviously they're, you know, strangers recognize my voice in line at Starbucks at all these e-commerce shows. And then we strike up a conversation. And then the next question is always, where the heck is Scott? Because they're always disappointed to meet me and not you. And now the new thing is, and why aren't you producing more frequent shows? And my answer is always that you're dominating the world at Get Spiffy and that you're too busy. Scot: [4:00] Uh-huh. I see. Okay. Jason: [4:02] Well, we're both very busy. Scot: [4:05] You're traveling more than I am. I'm busy washing cars. Jason: [4:08] Yes. I think both are fairly true, but I did finish a grueling seven-week stint where I got to come home a couple of times on the weekends, but I basically had seven weeks of travel back to back. In my old life, that would not have been that atypical, but post-pandemic, The travel has been a little more moderate. And I have noticed that I have my travel muscles have atrophied and I don't really want to redevelop. Jason: [4:35] So the seven weeks was a lot. Please don't ask me for trip reports for all the commerce events because I kind of can't remember some of them. They're all a little bit of a blur. But I was at Shop Talks, I think, since the last time we talked, which is, of course, probably the biggest show in our industry. And that was a very good show. I did get to see a lot of our mutual friends and a lot of fans of the show there. So that was certainly fun. And maybe in another podcast, we can do a little recap of some of the interesting things that came out of Shop Talk. I did produce a couple of recaps in other formats for work clients, so we could certainly pull something together. I also went to a vendor show. One of the e-commerce platforms out there is called Commerce Tools, and they had their annual customer show, which is called Elevate in Miami. So I got a chance to go visit there. They're one of the commerce platforms that I would say is winning at the moment in the kind of pivot away from the old school monoliths to these new sort of SaaS-based solutions. And commerce tools in particular are kind of pioneers in pushing this actual certification around a more modern earned stack that they they coined mock. And I think I think we've had Kelly from from commerce tools on the on the podcast Jason: [5:51] in the past to talk about that. But that was a good show. I got to meet a lot of listeners there. And a funny one, several listeners were like. Jason: [5:59] I would apologize for the, the, our publishing schedule lately. And they're like, I'm cool with it. I like that. Like you don't do a show if there's not something worthwhile. And then, you know, when I do get a show, it's like a treat. So I don't know if they're being honest or not, but that made me feel a little better about some of our, our, our Tardis shows lately. So those, those were good events. I also spent a week in India with some clients and that super interesting, a lot of commerce activity going on there, a lot of different market dynamics than here. So that's kind of intellectually pretty fun to learn about and see what's working there that might be working here or what, you know, why things tend to play out differently there. So that's interesting. And then I have a lot more international trips booked right now. Jason: [6:48] So coming up, I'm going to Barcelona, London, Paris, and Sao Paulo. So if anyone either has any favorite retail experiences in any of of those cities, please send them my way. I'll be doing store visits in all those cities. And if you're based in any of those cities, also drop me a line. Hopefully we can do some meetups while I'm out there. Scot: [7:07] Cool. It's Jason's world tour. You can do a little pod while you're there. Jason: [7:12] We have done a bunch of international pods in the distant past. I remember hotel rooms in South Korea and all over the place, Jason: [7:19] Japan that we've, we've cut shows from. So, so totally could. Scot: [7:23] Yeah. We'll have to do it. Where in the world is retail geek? That could be the theme song. I just sampled that. Jason: [7:30] Yeah. So besides cleaning the world's cars, what have you been up to, Scott? Scot: [7:35] Well, it's kind of funny. My worlds are colliding. So a lot of the analysts that you and I know from the e-commerce world are creeping into the auto world and their gateway drug is Carvana. So in the world of retail, we have Amazon, obviously. Well, Carvana is kind of Amazonifying used cars. They had a bit of a drama kind of situation. They were the golden child of online cars. And then they totally pooped the bed. They did this acquisition. They loaded up with debt. And then after, I think it was 21. So they had a good COVID. They surged. And then the debt got in front of them. Used car prices bop around and they kind of like got in an open door situation where they had bought a lot of cars for more than they were worth suddenly. And then they plummeted and everyone thought they were going out of business, but they have had a resurgence. So it's causing a lot of the internet analysts to now pick up auto tech or mobility or whatever you want to call it. So it was fun. I got to do a live chat with Nick Jones. He's been a friend of the show. I don't think we've had him on due to some compliance stuff that his company has rules around, but he's at this firm JMP and it was kind of wild to talk about, with someone about both Amazon and what we're doing at Spiffy, which is basically a lot of Amazon principles applied to car care. So it was interesting to have someone reach out and say, hey, I think this is a thing. And everyone tells me I should talk to you about it. And I was like, oh, yeah, I would love to. So it's kind of fun. Jason: [9:01] That's very cool. And isn't it also a thing, I think half the vehicles on the road are now owned by Amazon. So I assume that's an overlap too. too? Scot: [9:09] Yeah, not half, but a lot are. The number of last mile delivery vehicles are very, very large. And we work with a lot of them, so it's kind of fun. I started spiffy somewhat to get away from Amazon and still all I can talk about. Nope. So embrace it. I love Amazon. Love me some Amazon, Jason. Jason: [9:29] I'm glad you do. I love them too, but I feel like I spend most of my career You're unsuccessfully helping people compete with them. Scot: [9:38] Hey, got to play one side of the coin. It's a gig. You're going to be more like them or how to fight them. Jason: [9:43] It's a gig. It is indeed. Yeah. Scot: [9:46] Cool. I thought we are going to talk about some Amazon news. But before we jump in, you have done your magic with your data analysis interns. And I'm sure there's an LLM and an AI thrown in there. Let's start with some of the things you're seeing in commerce trends from the data that's out there. Jason: [10:07] Yeah. So as everyone knows, I have a little bit too much of an infatuation with the U.S. Department of Commerce retail indicators data. And these guys, you know, publish monthly estimates of retail sales in a bunch of categories. And, you know, we've talked about this many times on the show, but broadly over the last several years have been really interesting in retail. 2020, 2021, and 2022 were the greatest three years in the history of retail. Like we mailed like $6 trillion in economic stimulus. People didn't travel or go to restaurants as much. And so we sold way more goods than ever before. And so those three years, retail grew respectively at like 8%, 14%, and 9%. The 20 years prior, retail averaged about 4% a year in growth. So normally pre-pandemic, you'd expect 4% growth. We had these three, you know, wildly pandemic influence years where we grew really fast. And then last year we finished a little below 4%. So, so we were around, I want to say it was like 3.6%. So it was growth. It would, it would have been in line with pre-pandemic growth, but it certainly felt like a significant deceleration from those heady pandemic years. And so, you know, people are super interested to see how does 2024 play out? Does it? Jason: [11:32] Kind of return to pre-pandemic levels, like what is the new normal? Jason: [11:37] And we now have the first quarter's data from the U.S. Department of Commerce, and I would call it kind of a mixed bag. If you just look at the raw retail data that the U.S. Department of Commerce publishes, they're going to tell you that retail grew in the first quarter 2.8%. So that's a little anemic, right? Compared to historical averages, that's not a great growth rate. Most of the practitioners that follow this podcast care about a particular subset of retail that the National Retail Federation has dubbed core retail. And so the National Retail Federation pulls gas and automobiles sales out of that number. And gas is a decent size number and it's very volatile based on the commodity prices of gas. And auto is a huge number that has, as you're well familiar, its own idiosyncrasies. And so that's how they justify taking those two out. And if you take those two out and you get this core retail number, retail in the first quarter grew 3.9%. So kind of to align with how the NRF talks about retail, we'll say Q1 overall was 3.9%, which is very in line with the pre-pandemic historic average. So disappointing by pandemic standards, but kind of traditionally what we would expect. Jason: [13:05] What is unique in that number is. Jason: [13:09] That it's very bifurcated. There are clear winners and losers, both by categories and specific practitioners. So if you break down the categories, e-commerce is the fastest growing chunk of retail. I'm sure we'll talk more about that. Restaurants were the next fastest growing categories. And categories like mass merchants and healthcare providers outperform that industry average, every other segment of retail underperformed the industry average. So things like furniture stores did the worst, building materials did really poorly, gas stations did very poorly, electronics did poorly, and side note, electronics have been the worst performer since the pandemic, which is kind of interesting and challenging. So you've had this weird couple categories doing really well, a bunch of categories doing really poorly. And then within the categories even, if you look at the public company's individual earnings calls, what you tend to see is a couple of big players performing really well in overall retail, that's Amazon and Walmart. And then a lot of other retailers really struggling. So that even that's like in general merchandise, it's Amazon and Walmart that are lifting the boats. And it's folks like Target traditionally that have performed really well are actually struggling at the moment. So the average is kind of hard to follow at the moment. Jason: [14:37] But that is kind of how things play out. And then we have some preliminary e-commerce data, but the actual Q1 e-commerce number that the U.S. Department of Commerce publishes will publish on May 17th. So that's 12 days from now. Jason: [14:53] And crunching the numbers that we have available at the moment, that growth is likely to come in at somewhere between 8% and 10%. I'm guessing more like 8% or 9% growth. And so that also is twice as good as overall retail, and it's more than twice as good as brick-and-mortar retail. But that is noticeably slower than the historic e-commerce growth rates pre-pandemic. So kind of file those two numbers away. The overall retail industry is growing at 3.9%. The overall e-commerce industry is growing at about 9%. And then we have our friends at Amazon that dropped their earnings announcement just before May 4th so that they could celebrate May 4th, I think. Scot: [15:39] Yeah, yes, that's a good setup. And without further ado, let's talk about Amazon's fourth quarter. It wouldn't be a Jason Scott show without a little bit of... Scot: [16:01] That's right. On April 30th, Amazon announced their first quarter results. And the setup coming into these, so you had the data you talked about, but like to drill in a little bit. We had Meta, the artist formerly known as Facebook, and Alphabet, the artist previously known as Google. They announced and they both basically told Wall Street, AI is the cat's pajamas and we're going to spend anywhere between $10 and $40 billion of capital expenditures on it, meaning NVIDIA chips. So it turns out the way to play all this is basically buying NVIDIA. So hopefully you bought some NVIDIA stock. Maybe this is not a stock recommendation or when it's too late, so... And also don't take stock recommendations from podcasters. Anyway, so there was all this angst and people were a little freaked out coming into the Amazon results because Meta was down like pretty substantially, 20 to 30 percent. And Alphabet was also up substantially. You also had Microsoft come in there and they really crushed it. Their Azure is really lighting it up with AI. And they announced that they were going to invest a lot. And there's this rumor that a $100 billion project, it's got a name like Starship or something, but it's not Starship. Spaceship? Stardust? I don't know what it is. But it's going to be this mega data center, and they literally can't find a place to put it because it's going to consume so much power. So they're going to have to maybe build a nuclear plant next to it or some wacky thing. Scot: [17:31] Anyway, that was the setup. up. So coming in, Wall Street was very, very concerned about Amazon's AWS division, which is their cloud computing. Because if Alphabet is building out their infrastructure, and so is Azure, that's the two biggest competitors for AWS. And is AWS getting its fair share? And is it going to announce that it's going to have to go build some $40 billion kind of a thing? Also, another Another thing, and I'm kind of curious on if you're seeing this with your clients, but in the, I follow this, you know, the AI, you can't do much without seeing AI everywhere. But the part I'm most interested in is what are big enterprises spending money on? This is like your Fortune 500s. They're all experimenting and really getting into it. And where they're finding a lot of good use cases is training on their data. So they'll say, you know, hey, I'm Publisys. How many documents do you think are inside of Publisys? I don't know, 8 trillion documents. Documents and you know wouldn't it be helpful just the ones I created and who is this retail geek and he's he's created uh you know 90 of those and you know so you know imagine you're starting new at publicists you're gonna be like where do I start going through some of these documents for us and if you had a chat bot that was like hey I've read all that you know I can navigate you through everything that's been published or you know whatever I'm certainly you. Scot: [18:50] Providing a very big metaphor, certainly be more divisional and all this kind of stuff. But that's where big companies are spending the bulk is they're taking their data in whatever format it's in, be it a relational database, a PDF, whatever it is, they're trying to train it. They don't want it to go up into the, they don't want to train the LLM so that other people get the benefit of that and can see any confidential data. So that's really important. So it needs to be gated in these types of things. Because of that use case, open AI is not great because people are very worried. A, it's very expensive and it's only an API. So OpenAI hosts itself and you call it through an API. Scot: [19:25] Those API calls are very expensive. They're getting, as OpenAI has gotten more popular, there's more latency. It's taking forever to get answers out of this thing. And a lot of people are very concerned that even though there's ways to call the API such that it's in a window and not being trained, that maybe it leaks in there. So because of all these elements, the open source models are becoming very popular. And right around the time Meta announced, they announced their Llama, which has become quite popular. And what's nice is you can host it wherever you want. And it's kind of like WordPress, where if you are a serious WordPresser, you can host it somewhere yourself, and you can kind of understand that. Otherwise, there's other people that will host it for you. But it has the nice feature of you're just getting the weights and whatnot, and it's it's pretty clear, it's pretty obvious, it's not training itself on your data. So a lot of people like it because it's quote unquote free. It's not an API usage based. It's a pay once to set it up, pay for some resources type thing and you're done. And it's also not going to train on the data. That's one of many. There's probably 10 or 20 pretty commercial grade open AIs out there. Scot: [20:38] Okay. So that's kind of the setup to get to the earnings. things. So from a big picture, this was a really good quarter. Asterix, the guide made Wall Street a little bit nervous. So- Scot: [20:53] And one of our research analysts just said it's Stargate, which is also a sci-fi series. They must have that on Prime Video or something. There's probably some callback there. Scot: [21:01] So they beat for the quarter Q1, but then they also kind of tell you what's going on the next quarter. Amazon doesn't provide fully your guidance. They just kind of give you a snippet. So when they report one quarter, a quarter, they then tell you what they think the next quarter is going to do. So Wall Street got a little bit ahead of its skis, and the guide for Q2 was below what Wall Street wants. So it wasn't what we'd call a beat and a raise, which is the current quarter was a beat and the next one they increased. It was a beat and a guide down. So that probably tampered Wall Street. But ever since Jassy came in, Andy Jassy, this has been his MO is to be pretty conservative because Wall Street's very much an expectation engine. And the more, if you can beat and tamp down expectations, it makes it, it's a little bit rougher in the short term from a stock price, but it makes next quarter better and then so on and so forth. So it's a smart way to manage the long-term vibe of the stock, the mindset, the expectations around your stock. Okay. So revenue came in at $143 billion versus Wall Street at $142. So pretty much in line. But most importantly, where Amazon really threw people off was on operating income. Yes, Amazon is profitable. This is the proxy for operating income. True Amazonians would tell you, no, it's cashflow. We can go into that, but this is kind of the way they report to Wall Street. So this is kind of the standard operating system, if you will. So this is what we're going to use, but it's a proxy for cashflow. Scot: [22:28] That was 15 billion for the quarter and Wall Street expected 11. Well, you know, 4 billion on a world of 143 doesn't sound like much, but between 11 and 15, that's a very material beat. What is that? Like 38%, something like that. Scot: [22:44] So that was a really nice surprise. And, you know, Amazon goes through these invest and harvest periods and everyone's been feeling like they're going to be back in investing which would mean they're going to start lowering operating income as they invest but it's actually kind of beating expectations, also this is the fifth quarter amazon has come in at the high end of its guidance or above its guidance since basically you know on operating income and that corresponds with when jassy came in so this is his mo right now is to kind of like beat and lower beat and lower you know exceed expectations tamp them down not get not get ahead of his skis and it's working really well. Jason: [23:24] Sandbagging for the win. I like it. Scot: [23:26] Yes, it is. Having run a public company, this is a lesson I learned painfully. So that's something we can talk about over beer sometime. Jason: [23:33] I will book that date. Yeah. And the retail business sort of followed in line with that. They had like some nice growth, but like the real standout number was the improvement in margins and the significant positive operating income from the retail segment. So I think the actual operating income from U.S. Retail was like $5 billion and the Wall Street expectations were 4.3. So again, that was another strong beat. Total revenue, which revenue is not the same thing as retail sales, as we've talked about on the show many times, that we would use GMV as a proxy for that. But revenue was $86.3 billion for the quarter, which I think was in line with the analyst expectations. Jason: [24:27] And I think this was the largest operating income that Amazon has ever reported for the retail business. So that was super interesting on the domestic side. Traditionally, domestic has done pretty well and international has been a money loser because, you know, they've been less mature. they've been investing a lot in growing international and they haven't had the same kind of margins. This was the first quarter that they reported positive operating income for the international division. So that's another super encouraging sign for investors that maybe they've kind of passed that inflection point on a lot of their international investments that they've made in the EU and Japan and the UK, which reminds me is not part of the EU anymore. Jason: [25:13] So so they kind of beat beat international expectations across the board on income. Revenues were lower. So revenues were like thirty one billion dollars, which was below expectation. Jason: [25:25] But they they earned like nine hundred million in operating income. And I want to say the the the Wall Street expectation was like six hundred million. So so again, like a 30 percent beat, which is pretty, pretty darn good. Good. They also, a bunch of analysts have, you know, taken these revenue numbers and they try to back into a GMV number. And I would say the bummer at the moment is there's a fair amount of variance in the estimates, like different analysts have different models. So I have kind of been putting to a model of the models together and trying to kind of find a midpoint. And like Like based on that, the Amazon's GMV globally probably went up 11.5% for the quarter. So if you're comparing this to other retailers or the U.S. Department of Commerce number, overall GMV went up 11.5%. The U.S. was stronger. So the U.S. probably went up at 12.2%. So again, we talked about core retail was up 3.9%. Well, Amazon U.S. GMV was up 12.2%. So, you know, three times faster growth than the retail industry overall. Jason: [26:39] And again, Amazon is mostly e-commerce, very little brick and mortar, Jason: [26:44] which we'll talk about in just a minute. But even if you're comparing Amazon to that e-commerce number, if e-commerce comes in at 8% or 9% and Amazon's at 12%, they're by far the largest e-commerce player out there and they're still substantially outgrowing the average, which, you know, is very impressive and should be very scary to every other competitor out there. Jason: [27:08] One analyst kind of put together an estimate of what they thought the earned income contribution from Amazon was for retail and ads together, pulling AWS out. And they had it at $27 billion in earned income if Amazon was just a retail with no AWS. And that puts them right in the ballpark of Walmart that spent off about $29 billion in earned income or operating income. I keep saying earned, but I mean operating income. So, so that is all pretty impressive and simultaneously super scary. Jason: [27:45] Scott, did you drill down into the online segment at all? Scot: [27:49] Yeah. And, you know, what I would tell listeners is picture a block diagram where you have this big, big rectangle, that's the whole Amazon entity. And, you know, so what we're going to do is talk about the segments. And the first segment is the biggest one, which is the retail business. And that, that's what you just. Jason: [28:04] Biggest and best. Wouldn't you say? Scot: [28:06] Coolest. Jason: [28:07] Coolest. All right. Scot: [28:08] Cool. Okay. Yeah. Yeah. Okay. I'll, you know, I don't know. Jason: [28:11] It is for you. Scot: [28:14] Um, I think the whole enchilada, I like the, the way they do this and I'm trying to replicate it. It's 50. We'll talk about that in a second. The, so then the, you know, so then another segment is AWS, another segment, I think marketplace should be in some segment, but they don't break it out. So it's just kind of in kind of hidden inside of the blob that is retail. So we tease some of that out here on the show. They purposely hide it in there. So no one knows how awesome it is, I think. And then they've got AWS ads and a couple other things, but we'll talk about this. So as you dig into the retail business, there's a couple of ways to look at it. You can look at it by domestic and international, which Jason just did, Scot: [28:50] or you can look at it by online and physical store. So the online biz grew 7% year over year, which if I remember your stats, well, you don't have it until may 17th so on may 17th we'll be able to know how that compared but probably the one you can compare is the offline biz which is the the store comp that they have, And Jason, you saw on that one, what'd you see? Jason: [29:16] Yeah, so physical stores grew 6.3%. So again, like, you know, when we say all of retail grew 3.9%, a big chunk of that's e-commerce. Brick and mortar probably grew at like two to 3%. So Amazon's brick and mortar growing at 6.3% is actually super impressive. And it's kind of interesting, you know, for several years, Amazon has had experiments in a bunch of retail formats. So they've had these Amazon Go stores, stores. They had Amazon five-star stores. They had bookstores. They had a fashion store. They're trying all these things. And of course, the biggest chunk of their stores is they own Whole Foods. And so offline stores for Amazon was kind of a mix of all these different concepts. In the last couple of years, they've kind of cleaned house and gotten rid of all those concepts. And so, you know, nominally there's a few of their own grocery stores called Amazon Amazon fresh open, but the vast majority of online offline retail for Amazon is, is Whole Foods. And for it to be growing at 6.3% in the current climate is, is a really good sign for Amazon. And, and I would say somewhat impressive, you know, on the earnings call, they, they announced that they're working up a new format for Whole Foods, which is a smaller format store that's It's going to open in Manhattan. So I have that on my ticker file to go visit when that's open. Jason: [30:38] You know, the whole grocery space for Amazon is super interesting, but maybe we'll talk about that a little bit more later. But I will call out, they did launch a service that there's been some controversy over. They launched a $9.99 a month grocery delivery service, which essentially lets you have all you can eat free grocery delivery to your home for an incremental fee of $9.99. And they're spinning that as, you know, a cool new grocery service and enable more people to shop for groceries online. And there are a lot of articles about it, like. Jason: [31:13] They used to have free grocery delivery included in your Prime membership, right? And so they've kind of like, I look at the big arc of all this and say, there used to be a lot more free services in Prime that they've kind of peeled out. Then they started charging for, and now they'll let you get it free again for another $120 a year. Jason: [31:32] So interesting things happening with grocery that we could probably talk more about later. But I'm kind of eager to dive into some of these other businesses like AWS. Scot: [31:42] Yeah. So that's the one that everyone was really waiting on the call to hear how it went. And good news, AWS exceeded expectations. Everyone thought it was going to grow 14% and it came in at 17%. And if Wall Street likes, they like a lot of things, they like beating expectations, that's important to them. But their favorite thing is ARG. And that is not a pirate day thing, ARG. It is Accelerating Revenue Growth. Wall Street loves that more than anything. And that's what they delivered for both the ads and the AWS part of the business. And what that means is that as the law of numbers kicks in, so back on the retail business, the only time we see that accelerate is in the fourth quarter and that seasonal acceleration, right? We've gotten used to that for decades now. It always happens in the fourth quarter and whatnot. So it's what you would expect. But this is quite unusual for a relatively mature business. This thing's $25 billion a quarter. So this is a $100 billion business that accelerated. And so that tells us that there is a lot more wood to chop here. It has not gotten near its addressable market. And it really allayed fears that they were losing massive market share because they're, quote unquote, behind on AI to Azure, which is Microsoft offering, and then the Google hosting solution as well. Scot: [33:05] That does not seem to be the case. So they did very well. So they came in at $25 billion and Wall Street was expecting $24.6. So that was really, that accelerating is what really made everyone very happy. And then the operating income came in at $9.5, way ahead of Wall Street at $7.5. So another pretty material 20% beat on this component at the bottom line. And this is really interesting. There was some really good language around this. And this has been Jassy's statement all along, and it's coming true. His early Amazon's early play was we're going to be agnostic on models and it's kind of like bring your own model we'll work with anything now with open AI they're not going to ever host open AI but they'll they're not going to stop you from working with it and then they for these open source ones they've made it very easy for you to spin up an AWS instance throw a little llama in there and I would make a llama noise if I I knew what they said I guess they make like a sheep sound. So you throw a little alarm in there and it does its thing. And, you know, the benefit of them being agnostic on these LLMs is most likely they have some or all of your data, right? Because they've been at this so long that if you're doing cloud computing versus on-prem, most likely a lot of, if not all of your data is in AWS. Extracting that data, you know, imagine you had terabytes or or what's the biggest, Scot: [34:31] bigger than terabytes? I always forget this one. Jason: [34:33] Petabytes. Scot: [34:34] Petabytes of data at AWS. They literally have a product that they can send a truckload of hard drives around and get your data. That's how much data there is that you could never push it across the internet, that there's so much data. So if they have that data and that's what you want to train on, you don't want to have the latency of the internet between your data and the training. So you'd really need the LLM to operate near your data. And this is what they predicted two or three years ago, kind of around the, the, the launch of chat gpt when all this stuff really started to accelerate and it's coming true so everyone feels a lot better about that then their body language this time a lot of times they were kind of like this is what we're doing and we're pretty sure it's going to work now they're like it's working and people really felt relief around this because everyone there was a set of people that believed it but then you know open ai's pitches nope our lm is going to be we're spending, billions of dollars we're going to be so far ahead none of these open source things are going to keep up. If you don't have us, you're going to be so far behind, you'll be like playing with crayons and everyone's going to be playing with quill pens. Scot: [35:42] So it was really good to see that this is not what's happening, that people are embracing, enterprises are embracing these open source models. They are in the same zip code performance-wise from results and much cheaper than OpenAI's offerings. And what Amazon said specifically was very positive around what is It's kind of abbreviated Gen AI for generative AI. And it's kind of a way to encapsulate this. And they said that it already is a multi-billion dollar run rate business. And you always have to parse what they say. So multi-billion can be anywhere between 1 and 9.9, right? And you'll see why I drew 9.9 there. Scot: [36:25] And inside, as part of that big AWS number, and they believe it can be rapidly tens of billions. Billions so they're basically saying it's not double digit billions so it's a single digit million which is where i get one to nine point nine but they basically hinted that that it is growing so rapidly inside of there that it's gonna be tens of billions and this is why they saw accelerating revenue growth which made everyone happy it wasn't just people you know moving some more you know loads on or something boring loads around relational databases or something it was the juicy ai stuff so this got everyone so lathered up that three analysts did price increases and they cited that this was one of the reasons the biggest price increase was from sig susquehanna and they put the price up to 220. At the time all this happened the stock was at 175 and today it's around 185 so it's been up nicely but 220 is a pretty big big you know even. Scot: [37:20] From where they expect that's where they're thinking i think most these guys look at a year to two years as a time horizon on these prices so and that's the the high i have you know again there's a wide range some people think it's going to go down some people think it's over price so go do your research this is not a stock recommendation but i just thought it was interesting that people get really really excited by by this whole gen ai largely the body language that, and it's, Amazon doesn't pound their chest much. So the fact they were, was kind of a new, new way of managing Amazon and Jassy's pretty conservative. So he must've felt pretty good about it, but also that they needed to ally, allay, allay, allay, whatever the right word is, get rid of these competitive concerns everyone's been talking about. Jason: [38:05] Yeah. It feels like a pretty big prize out there. Jassy and the whole team always talk, Just AWS, even before you get to Gen AI, they always remind everyone, hey, 85% of the workloads are still on-prem. So like this, as big as AWS looks, if the long-term future is 85% of the workloads are on the cloud and only 15% are on-prem, there's a lot of headroom still in AWS. And then, you know, you add this new huge demand for AI on top of all that. And like this, it's almost a limitless opportunity. And I want to tie the AI back to retail, though, for just a second, because there's another bit of news that I haven't seen covered very much, but is super interesting to me. Jason: [38:51] There's a particular flavor of AI out there, a subset of generative AI that's now being called agentic AI. And that's sort of a clever amalgamation of agent-based AI. And there's a very famous AI researcher, this guy, Andrew Ng. He's the founder of Coursera. He's done a bunch of things. He was the head of Google Big Think, which was one of the first significant AI efforts. And I want to say he was like on People Magazine's 100 most interesting people list in like 2013 as an AI researcher. So the dude's been around for a long time. He is one of the biggest advocates for this agentic AI. And the premise is that if you just ask an LLM, you take the best LLM in the world, and you ask it to do something for you, that's called zero shot. You give it an assignment, and you take the first result you get. It's a zero shot. You get pretty good results. But if you... Jason: [39:53] Turn that, that LLM into multiple agents and break the task up amongst those agents and potentially agents even running on different LLMs, you get wildly better results. Jason: [40:05] And so his, his research kind of showed that, Hey, if, if Jason goes write a PowerPoint presentation for his client, explaining what's going on in commerce. And I just give that to the turbo version of ChatGBT 4, I'll get a pretty good deck. But if I say, hey, I want to create four agents. I want to create a consultant to write the deck and a copywriter to edit the deck and an editor to improve the deck and three people to pretend to be mock customers to poke holes in the deck and have all those agents work on this assignment. I could give that assignment to chat gbt 3.5 and it would actually output a better work product than the the newer more advanced model was by by breaking the job into these chunks and so in retail you think about like this is the idea of assigning higher level jobs to shopping right so instead of saying like going to amazon and saying oh now it's a ai-based search engine and i'm going to type a long form query into search and get a better result. Jason: [41:09] The agentic AI approach is I'm just going to say to Amazon, never let me run out of ingredients for my kids' school lunches. And the agent's going to figure out what is in my school lunches and what my use rate is for those things and what weeks I have off from school and don't need a school lunch. And it's just going to do all those things and magically have the food show up. And this is a long diatribe, but the reason it's relevant is is this dude, Andrew Ng, was named the newest board member at Amazon three weeks ago. Scot: [41:40] Very cool. Jason: [41:40] I did not see that myself. Yeah. And so if you're wondering where Amazon thinks this is going, like this, in my mind, ties all this tremendous opportunity in generative AI and the financial opportunity in AWS directly to the huge and growing retail business that Amazon runs. Scot: [42:02] Very cool. Oh yeah. I had not seen that. So maybe Wall Street picked up on that. I'm sure. And maybe that was another part of the excitement. Jason: [42:09] Yeah. But all of that is just peanuts compared to the real good business in Amazon, which is the ads business. So again, you know, Amazon used to, to obfuscate their ads business. They've for a number of quarters now had to report it as earnings because it's in their earnings separately, because it's so material. And it was another good quarter for the ads business. It's hard to say whether it's actually accelerating growth or not, because the ads business is very seasonal. So the ad business grew 24.3% for the quarter versus Q1 of 2023. Q4 grew faster. So Q4 grew at 27%, but the 24% growth is much faster growth than other... Q1 year-over-year growth rate. So however you slice it, it's a good, robust growth rate. If you add the last four quarters together, you get $29 billion worth of ad sales. There's lots of estimates for how profitable ad sales are, but there's no cost of goods for an ad, right? Jason: [43:13] And so it's very high margin. So if you just assume, I think 60% gross margins is a very conservative estimate. But if you assume 60% gross margins, that means the ad business spun off $29.5 billion of operating income over the last 12 months. And to put that in comparison, AWS is big and profitable as it is, twice as much revenue at over $100 billion now, but it spun off like $23 billion in operating income. So the ad business is a much more meaningful contributor to Amazon's profits than even AWS. Jason: [43:51] And another way I've been starting to think about this is what percentage of the total GMV on the Amazon platform are the ads? And they are now 6.5%. So that's a very significant new tax. You know, as Amazon has hundreds of millions of SKUs available for sale, no one's ever going to find your SKU or buy it if you don't do some marketing on the platform for that SKU. And that's this 6.5% tax that Amazon's charging. And in the same way we said, hey, AWS is a really robust business. And then there's this thing called generative AI that can make it even huger. All of this ad revenue we're talking about is really coming from their sponsored product listings, which is like basic search advertising on the retail platform. Last quarter, Amazon said, by the way, we have this huge viewership streaming video service called Amazon Prime. And we're going to start putting ads in the lowest tier version of Amazon Prime. So unless you want to pay more, you're going to start seeing ads on Amazon Prime. And that's another huge advertising opportunity that hasn't been very heavily tapped yet. So the analysts are pretty excited about the upside of Amazon potentially tacking on another $6.5 billion in Prime video ads onto the $50 billion of search ads that they already have. Jason: [45:11] And so ads are a pretty good business to be in, which is why every other retailer is trying to follow suit with their own sort of version of a retail media network. Scot: [45:22] Cool. I imagine you get a lot of calls to talk about that. Jason: [45:25] Oh, yeah. I actually, I'm sick of talking about it. So one nice thing about working at an ad agency is there are now thousands of other experts. You know, I was one of the early guys in retail media networks. Now there are thousands of other experts that are way more credible than me. So I don't have to talk about it quite as much, but it still, still comes up in every conversation. Scot: [45:43] Very cool. All right. So then that was the basic gist of the corridor from a high level. And then it came to the what's going on in Q2. So that did come in lighter than folks expected, as I said, and they guided the top line to 144 versus 149. Let's call it 146 and change at the midpoint. They always do this range kind of thing when they're doing their guide. And Wall Street was at 150 consensus. So, you know, a tidge below two or three percent below where they wanted. But the operating income guide was above Wall Street. So they're kind of, we'll take it. Como si, como sa. Scot: [46:21] So that was, you know, I think Amazon tapping things down. Yeah. Now they did talk a lot about consumers being under pressure. So they said in the, it wasn't in a Q and a, it was in the prepared remarks and Jassy said it, which is kind of like the more important stuff. And I will say it's really nice to have the CEO of Amazon back on these calls because Bezos basically ditched them after, I don't know if, I think he came the first two quarters back in 97 but i honestly can't remember but he has not gone to the calls and jassy's been to them all so it's really nice to hear from the ceo and he answers very candidly i feel you know he doesn't feel as kind of like robotic as many ceos when they get on here because it is a stressful thing that you're going to say something wrong, but there was this exchange well first of all he he in his prepared remarks he talked about. Scot: [47:12] I forgot to put the exact language, but he said, we're seeing a lot of consumers trade down. So they're seeing, you know, we're seeing this in the auto industry. Tires is this huge thing where it's under a lot of pressure right now because people are just waiting. So there's a lot of this, you know, it's not showing up in the data that I've seen, but there's, you know, maybe the inflation data, but not the GDP and some of the other unemployment data. But it feels like the consumer is under a bit of pressure here, and they talk about that a lot in the prepared remarks. So I thought our listeners would find that interesting. Jason, before I go into this longish little thing that I wanted to just cover, what do you, did you pick up on any of that consumer stuff? Are you hearing that? Jason: [47:55] Oh, yeah, that's very common. And remember, in the beginning, I mentioned that there's this weird bifurcation that some retailers, even in categories, are doing well and others aren't. And some categories are doing well and others aren't. That's super complicated to get to the why. But the most obvious why is that consumers feel like they're under a lot of economic pressure and are trading down and are deferring certain types of purchases. The easiest way to see this is own brands and private label sales going up and, you know, national brand sales stagnating, see things like chicken protein going up and beef protein going down. You know, there's lots of examples out there, but the retailers that are best able to follow the consumer as she trades down are tending to do well. And the retailers that only cater to the luxury consumer, the super luxury is still doing fine. They're somewhat insulated. But the folks that haven't been as able to cater to the value consumer as much have struggled more. And the non-mandatory categories have struggled more. So Andy's comments exactly mirror what we're seeing going on in market dynamics and what other retailers are saying in their earnings. It is slightly weird because if you just look at the macros. Jason: [49:18] It's objectively, the consumer is doing pretty well. There's actually a lot of favorable things, but there's a ton of evidence that the consumer sentiment is that they're really worried about their household budget and are making, you know, hard, hard financial decisions. Scot: [49:36] Yeah. Yeah. It's tough out there. Well, hopefully it'll get better. So one of the questions I want to just kind of pull out some tidbits, because this has been a theme on our pod for a long time and I thought it was really, really interesting. And this is going to get into the weeds of supply chain and this kind of thing. So sorry if that's not your jam. We like to talk about logistics. Scot: [49:56] Side note to you, Jason, I saw that deep dive we did on Amazon logistics is still like our number one show and all the stats and stuff, which is kind of fun. So someone cares about it. Anyway, one of the friends of the podcast, Yusuf Squally asked a question. He's one of the analysts and he said, as it relates to logistics, so he's talking to andy on the call back in september you launched amazon supply chain can you help us understand the opportunity you see there where are you in the journey to build logistics as a service on a global basis and does that require a huge increase in capex a function increase in capex which means huge so jesse said this was a very long answer so i'm going to pull out two snippets you can go read the transcripts can you put a link to that in the show notes absolutely yep yeah so so i'm just gonna give you the the snippet the whole thing is worth reading but it would be like another 20 minutes to do that. But so Jassy starts out and says, I think that it's interesting what's happening with the business we're building in third party logistics. And it's really kind of in some ways mirror some of the other businesses we've gotten involved in AWS being an example. And even though they're very different businesses, and that we realized that we had our own internal need to build and launch these capabilities. Scot: [51:01] We figured that there were probably others out there who had the same needs we did and decided to build the services out of them so this is this model that really blows the minds of traditional retailers where you know so walmart has this huge data you know capability there's this this urban legend that they know when people are pregnant before they do they can see changes in their habits or they know who all is on weight loss drugs they they see your buying habits so intricately that they can do that that's a neat capability but they view it as proprietary and And that's old school thinking. Scot: [51:32] What Amazon does is says, well, that's a cool capability. Let's certainly someone else needs it. Let's open it up. This is one of my favorite things at Amazon. And it's so counterintuitive that in my current car world, I talk about this and everyone's like, why are you, we're doing it a lot at Spiffy. And they're like, well, why are you doing that? That's like your proprietary thing. And we're like, well, that's just how it should be. And like, this is a better way to do it. And it's really interesting that still today, Amazon's built what I say, $100 billion business out of AWS, which has used this and people are, are befuzzled by the whole thing. So I, I thought that was an interesting use case. And then he, he goes into some details there that are pretty obvious for our listeners, like how this is gonna work. But then he basically kind of brings it back around and then he says he wraps up and says, I would say that supply chain with Amazon is really an abstraction on top of each individual block services. And in those services, he talked about all the things that, that, you know, FBA and last mile delivery and buy with a prime. He talks about each of those kind of and how awesome they are. So he's basically saying Amazon supply chain wraps a bow around all that. And it gives this collective set of business services is growing significantly. Scot: [52:43] It's already what I would consider a reasonable size business. I think it's early days. It's not something we anticipate being a giant capital expense driver. So it's because they've already invested in all this that doesn't require additional capex. And then he finishes and says, we have to build a lot of the capabilities anyway to handle our own business. And we think it will be a modest increase on top of that to accommodate third-party sellers. Scot: [53:05] But our, there's a typo in the thing. Our third-party sellers find very high value in us being able to manage these components for them versus having to do it themselves. And they save money in the process. So I thought that was a really interesting, interesting. So they're really leaning into this supply chain. I think that ultimately they'll open this up to more consumers where you can send Aunt Gertrude in Detroit something from Chicago for three bucks a package and just throw it in an Amazon box, maybe a return box, and it kind of makes it way cheaper than you can FedEx it. I think that's coming, but it's really interesting to see. The way they think about things and his articulation of it was very crisp, Scot: [53:45] and I really enjoyed that. I was geeking out on that when I was listening to the call. Jason: [53:50] Yeah, for sure. That actually came up in some of the conferences I was at that he, you know, Jeff Bezos famously wrote this memo a long time ago about kind of being an object oriented, company and having all these building blocks that people could easily access and use internally and externally. And, and that this was kind of Andy Jassy doubling down on that. Yeah. It's Biffy is an example of that. Like you inventing some cool products that make it your jobs easier. And then you're selling those products to, to your potential competitors. Scot: [54:20] Yeah. So two examples, we have some devices we've developed for ourselves. One is a tire tread scanner. So it does 2D and 3D tires, tire tread scans. It's called Easy Tread. And we developed it for ourselves because we touch 3,000 cars a day right now and we wanted to measure the tire treads. And the state of the art is a Bluetooth needle. And it's, you know, you have to lay on your back. The cars are on the ground for us most of the time. So you have to like get underneath there, measure three things, and then it Bluetooths to a phone. Then you have to take it, the data entry, it doesn't have an API. Then you have to like take what it measured and then now cut and paste it into something else. It's kind of, kind of redonkulous in our world. So we developed a solution for that and we're selling it externally. And then the big, the big one is from day one, this has been the plan is we've built a ton of software for Spiffy. So we're, you know, we've got 400 technicians, 250 vans doing all kinds of services across the US and there's no operating system for that. So we, there's no like Salesforce for that or Shopify. So we had to go build our own. And so we've built, you know, route optimization specific to this parts integration, fitment integration, VIN lookup, all these things that are required integration with tire suppliers, oil filter suppliers, oil suppliers, parts suppliers, all these things. So we have like 150 things we've integrated with and pulled in from all over the place. Scot: [55:44] And then labor management, all the reporting that comes along with it, all that stuff. And we're starting to license that out as its own platform to anyone that wants to do auto services. And so these dealerships and large auto service companies are coming to us and finally saying, this seems kind of obvious now that we need to provide the ability to go to our customers. They call it at their curb. They use a different language than we do. But basically what you and I would call mobile, you know, last mile delivery of the service. And we're starting to license that out. And it's a lot like AWS, right? So we had to build this for our retail business, which is doing the services and now we're licensing it out a lot AWS and we have this device business. So it's been, I would not have, it comes intuitively to me now. Cause I've been, you know, basically living this lifestyle for 20 years and watching Amazon do it, But it's been fun to kind of build a company with this mindset of we're going to take these things we build and give them to other, not give them, but sell them to other people. And then that makes them better. And they help us pay for all the R&D that we've done on it. Jason: [56:48] Yeah, that's very cool. And that gives listeners a very tangible example of why we haven't been able to podcast quite as frequently as we'd like. Scot: [56:56] Yes. Jason: [56:56] I do, at the risk of making this the world's longest episode of our show, I do have a geeky add-on to the supply chain conversation. Yeah. So a lot of these services that they're adding to specifically what they call supply chain with Amazon are around importing services, because an increasingly high percentage of all the stuff Amazon sells is. Jason: [57:20] Amazon is taking care of importing it, right? And most often from China, but from all over the world and taking care of all that logistics and getting it ready to sell and deliver via the world's most impressive last mile to consumers in America. And there's tons of complicated, high friction touch points and processes to flow all those goods. Well, the big competitors out there to Amazon at the moment that we've talked about ad nauseum on the show, like Shein and Timu, had this kind of direct from China model where they're putting all the goods on 747s, flying them over, and they're taking advantage of this loophole in the postal treaty called the de minimis provision to not pay taxes or duties or have all these goods inspected that they ship into the U.S. and U.S. Jason: [58:07] Businesses have been complaining it's unfair. There's like all kinds of talk about it. We've done shows on this and I'm sure we'll do others. So here's the new thing in supply chain. Jason: [58:15] All the people that have been complaining about this are now doing it because guess what's happened? A bunch of these companies have been born that now help every other brand in the world take advantage of the de minimis provisions to near shore their goods. So you're a footwear manufacturer, you make your shoes in Vietnam, Instead of shipping them to the U.S. On a pallet and paying taxes and duties, you ship them on a pallet to Mexico, and then you send them individual parcels across the border from Mexico into the U.S. and never have to pay taxes or duties on the stuff. So I don't know if that will last in the long run, but that's a very disruptive, significant change happening in the whole world of e-commerce supply chains as we speak. That's pretty interesting. Interesting. Had you gotten wind of that yet? Scot: [59:07] No, no. That's all new to me. Thanks for sharing. Jason: [59:09] Yeah. That's probably how you're going to have to start getting your spiffy stuff into the country now too. I won't, I won't, we won't go there. But the one other piece that did not come up in the earnings call, but a controversy around Amazon since our last show is news articles came out that Amazon was de-installing its Just Walk Out technology from its grocery stores. So Amazon had built Just Walk Out into several of these Amazon Fresh stores and they built it into Whole Foods. And if you know the history of Just Walk Out, this was the original intention of Just Walk Out was was to do it for grocery stor

The Miami Hurricanes have landed Houston transfer WR Sam Brown. Brown chose the Miami Hurricanes over Texas A&M. He caught 62 passes for 815 yards and three touchdowns with the Cougars last season, earning Honorable Mention All-Big 12 honors. By adding Brown, Miami becomes the only team in the ACC with three pass-catchers who totaled at least 500 receiving yards last year. In fact, they have three (Restrepo, George and Brown) who collected at least 800 yards last year. Now that Miami has added top available running back Damien Martinez and Brown, the top available wideout, is their offense ready to compete for a College Football Playoff spot with Cam Ward at quarterback?Host Alex Donno chats with Jeremy Marks-Peltz from ESPN 106.3. JMP offers his breakdowns of new transfers Martinez, Brown, linebacker Jaylin Alderman and cornerback Dyoni Hill. All four visited Miami over the weekend before committing. The Hurricanes are hosting top defensive tackle target Simeon Barrow for a visit on Monday. His teammate Derrick Harmon was scheduled to visit with him but might not make it, afterall. Is Harmon trending to Colorado?Join our LOCKED ON CANES INSIDERS texting community and chat with host Alex Donno any time by clicking this link: https://joinsubtext.com/lockedoncanes. Donno provides one on one's, breaking news, show previews, Hurricanes breakdowns and recruiting updates. Try it FREE for 14 days! https://joinsubtext.com/lockedoncanesSupport Us By Supporting Our Sponsors! Monopoly GO!Get in the game and join your friends. Click HERE to Download MONOPOLY GO! now free on The App Store or Google Play. LinkedInThese days every new potential hire can feel like a high stakes wager for your small business. That's why LinkedIn Jobs helps find the right people for your team, faster and for free. Post your job for free at LinkedIn.com/lockedoncollege. Terms and conditions apply.GametimeDownload the Gametime app, create an account, and use code LOCKEDONCOLLEGE for $20 off your first purchase.FanDuelFanDuel, America's Number One Sportsbook. Right now, NEW customers get ONE HUNDRED AND FIFTY DOLLARS in BONUS BETS with any winning GUARANTEED That's A HUNDRED AND FIFTY BUCKS – win or lose! Visit FanDuel.com/LOCKEDON to get started. eBay MotorsFrom brakes to exhaust kits and beyond, eBay Motors has over 122 million parts to keep your ride-or-die alive. With all the parts you need at the prices you want, it's easy to bring home that big win. Keep your ride-or-die alive at EbayMotors.com. Eligible items only. Exclusions apply. eBay Guaranteed Fit only available to US customers.FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expires in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN)

This week Noah and Steve give you the latest on open source mobile operating systems. Windows is pushing people to Linux by way of charging them $244 per year for updates in the third year. -- During The Show -- 01:20 Hardware Protectli (https://protectli.com/) $170 Chinesium Device (https://www.newegg.com/p/22Z-007C-009Y8?Item=9SIAK3UJNH8968) Lenovo Thunderbolt Dock (https://www.amazon.com/ZoomSpeed-Universal-Thunder-40B00300US-DisplayPort/dp/B0B1T7PPGZ) CalDigit Thunderbolt Dock (https://www.caldigit.com/thunderbolt-station-4/) 09:19 Graphene OS - Craig GrapheneOS Moving away from phones JMP.Chat (https://jmp.chat/) Conversations (https://f-droid.org/en/packages/eu.siacs.conversations/) Gajim (https://gajim.org/) Linphone (https://linphone.org/) JMP.Chat phone service LineageOS (https://lineageos.org/) PostmarketOS (https://postmarketos.org/) SailfishOS (https://sailfishos.org/) Titan M chip Had pretty good luck on ebay NitroKey/NitroPhone (https://shop.nitrokey.com/shop?&search=nitrophone) 25:55 NixOS Thoughts - Jeremy W Where NixOS is useful "Productised" NixOS Set people up for success 32:58 Self Hosted Email - Jeremy H Write in and tell me about your self hosted email experiences 34:54 News Wire German State Moving to Linux - ARSTechnica (https://arstechnica.com/information-technology/2024/04/german-state-gov-ditching-windows-for-linux-30k-workers-migrating/) Kodi 21.0 - Kodi (https://kodi.tv/article/kodi-21-0-omega-release/) Nitrux - nxos.org (https://nxos.org/changelog/release-announcement-nitrux-3-4-0/) Ubuntu 24.04 Delayed - Toms Hardware (https://www.tomshardware.com/software/linux/ubuntu-2404-beta-delayed-due-to-malicious-code-in-xz-utils-other-linux-distros-are-also-affected) EndeavourOS ARM Discontinued - EndeavourOS (https://endeavouros.com/news/goodbye-endeavouros-arm/) Linux 6.7 EOL - Server Host (https://serverhost.com/blog/end-of-life-for-linux-kernel-6-7-urgent-call-for-users-to-upgrade-to-6-8/) QT Creator 13 - QT (https://www.qt.io/blog/qt-creator-13-released) FFmpeg 7.0 - FFmpeg (https://ffmpeg.org//index.html#pr7.0) Dtrace 2.0 - Phoronix (https://www.phoronix.com/news/D-Trace-2.0.0-1.14) AURORA-M - Mark Tech Post (https://www.marktechpost.com/2024/04/07/aurora-m-a-15b-parameter-multilingual-open-source-ai-model-trained-in-english-finnish-hindi-japanese-vietnamese-and-code/) Gretel AI Text-to-SQL - Mark Tech Post (https://www.marktechpost.com/2024/04/04/gretel-ai-releases-largest-open-source-text-to-sql-dataset-to-accelerate-artificial-intelligence-ai-model-training/) Viking Model Family - Mark Tech Post (https://www.marktechpost.com/2024/04/07/silo-ai-releases-new-viking-model-family-pre-release-an-open-source-llm-for-all-nordic-languages-english-and-programming-languages/) Framework Hiring - Phoronix (https://www.phoronix.com/news/Framework-OSS-Firmware-Hiring) 36:26 Bell Canada is deleting DVR/PVR recordings Steve hates Bell Canada Marriage photographer story HDCP (https://en.wikipedia.org/wiki/High-bandwidth_Digital_Content_Protection) HDCP Stripper (https://www.amazon.com/THWT-HDMI-EDID-Emulator-Model/dp/B0CRRWQ7XS) OREI HDMI splitter (https://www.amazon.com/THWT-HDMI-EDID-Emulator-Model/dp/B0CRRWQ7XS) 43:03 Windows Upgrades/Updates Windows 10 EOL October 2025 Extended Security Updates (ESUs) Microsoft will charge for updates ARS Technica (https://arstechnica.com/gadgets/2024/04/post-2025-windows-10-updates-for-businesses-start-at-61-per-pc-go-up-from-there/) 46:06 Germany Switching to Linux Linux solves "Windows high hardware requirements" Schleswig-Holstein developing open source directory service LiMux from Munich Steve's take Lxer.com (lxer.com/module/newswire/ext_link.php?rid=339628) ARS Technica (https://arstechnica.com/information-technology/2024/04/german-state-gov-ditching-windows-for-linux-30k-workers-migrating/) 51:10 American Privacy Rights Act Fusion Centers (lxer.com/module/newswire/ext_link.php?rid=339628) IQT (https://www.iqt.org/) Tax dollars funding data collection companies The Register (https://www.theregister.com/2024/04/09/us_federal_privacy_law_apra/) -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! 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Oeindrila Dube is the Philip K. Pearson Professor at the University of Chicago's Harris School of Public Policy. http://odube.net In this episode, we discuss Prof. Dube's research on a cognitive behavioral training program for police.   “A Cognitive View of Policing” by Oeindrila Dube, Sandy Jo MacArthur, and Anuj Shah. https://www.dropbox.com/scl/fi/ktomnokei9m85dodec63b/A_Cognitive_View_of_Policing_August11.pdf?rlkey=npv33jc9pd639q9ebq95ljktg&dl=0 Other research we discuss in this episode:  "Thinking, fast and slow? Some field experiments to reduce crime and dropout in Chicago" by Sara B. Heller, Anuj K. Shah, Jonathan Guryan, Jens Ludwig, Sendhil Mullainathan, and Harold A. Pollack. https://doi.org/10.1093/qje/qjw033 "Can You Build a Better Cop?" by Emily Owens, David Weisburd, Karen L. Amendola, and Geoffrey P. Alpert.  https://doi.org/10.1111/1745-9133.12337 "The Impacts of Implicit Bias Awareness Training in the NYPD" by Robert E. Worden, Sarah J. McLean, Robin S. Engel, Hannah Cochran, Nicholas Corsaro, Danielle Reynolds, Cynthia J. Najdowski, and Gabrielle T. Isaza.  https://www.nyc.gov/assets/nypd/downloads/pdf/analysis_and_planning/impacts-of-implicit-bias-awareness-training-in-%20the-nypd.pdf "The impact of implicit bias-oriented diversity training on police officers' beliefs, motivations, and actions" by Calvin K. Lai and Jaclyn A. Lisnek. https://doi.org/10.1177/09567976221150617 "Does De-escalation Training Work?" by Robin S. Engel, Hannah D. McManus, and Tamara D. Herold.  https://doi.org/10.1111/1745-9133.12467 "Assessing the Impact of De-escalation Training on Police Behavior: Reducing Police Use of Force in the Louisville, KY Metro Police Department" by Robin S. Engel, Nicholas Corsaro, Gabrielle T. Isaza, and Hannah D. McManus. https://doi.org/10.1111/1745-9133.12574 “Reducing crime and violence: Experimental evidence from cognitive behavioral therapy in Liberia” by Christopher Blattman, Julian C. Jamison, and Margaret Sheridan. https://www.aeaweb.org/articles?id=10.1257%2Faer.20150503 "Can Recidivism Be Prevented From Behind Bars? Evidence From a Behavioral Program" by William Arbour. https://github.com/williamarbour/JMP/blob/main/JMP_WilliamArbour_recent.pdf Probable Causation Episode 102: William Arbour https://www.probablecausation.com/podcasts/episode-102-william-arbour "Peer Effects in Police Use of Force" by Justin E. Holz, Roman G. Rivera, and Bocar A. Ba. https://www.aeaweb.org/articles?id=10.1257/pol.20200227 "The Effect of Field Training Officers on Police Use of Force" by Chandon Adger, Matthew Ross, and CarlyWill Sloan. https://github.com/carlywillsloan/FTO/blob/main/training_220314%20(11).pdf Probable Causation Episode 90: Matthew Ross https://www.probablecausation.com/podcasts/episode-90-matthew-ross

Is Pole Position a Forgotten Classic of Saturday Morning? Pole Position is a forgotten gem of Saturday 1984. Looselt based on the Namco video game, this secret agent action adventure is full of excitement and 80s charm. It may be the most 80s show of the 80s! John "Johnny" Pyka and guest hot Cade Hawkins of Cartoon Commotion discuss this forgotten classic Jmp in your PJs, rab a big bowl of cereal and join us in the rec room for a retro fun celebration! 100% non-toxic and the only podcast fortified by 8 essential vitamins and minerals! New Loot sponsored by Entertainment Earth at https://ee.toys/cerealbox Support the show at   / cerealboxpodcast   Official Merch Store - https://www.cafepress.com/cerealboxpo... "Can't Beat An Original" performed by D'Elle Memphis! --- Send in a voice message: https://podcasters.spotify.com/pod/show/cerealboxpodcast/message Support this podcast: https://podcasters.spotify.com/pod/show/cerealboxpodcast/support

This week on the JMP we have two great comedians, starting with Eric Hunter, talking about his Drybar comedy special on Youtube and what it's like to be married with young kids and still touring doing comedy.Then, we have the great Jack Willhite, talking about his never-ending tour of the U.S., running up ninety thousand miles a year on his Explorer as he takes his hilarious rock and roll road show to a venue near you!

This week on the JMP we have two great comedians, starting with Eric Hunter, talking about his Drybar comedy special on Youtube and what it's like to be married with young kids and still touring doing comedyThen, we have the great Jack Willhite, talking about his never ending tour of the U.S., running up ninety thousand miles a year on his Explorer as he takes his hilarious rock and roll road show to a venue near you.

La COP28 sur le climat approche, début jeudi 30 novembre 2023 à Dubaï, aux Émirats Arabes Unis. Le but n'a pas changé : trouver un texte final, par consensus, pour mieux lutter contre le réchauffement climatique. Mais au-delà des discussions et des engagements, c'est l'occasion de tirer la sonnette d'alarme, au risque de se répéter d'année en année. La détérioration et la dégradation de l'Amazonie, ce n'est pas nouveau, mais ça s'accélère : la faute à des incendies, à la déforestation, ou encore à l'extraction de pétrole et de gaz et à l'exploitation minière illégale des ressources naturelles. Alors à Dubaï, Fany Kuiru Castro, coordinatrice des Communautés indigènes du Bassin de l'Amazonie, tentera une fois de plus d'alerter les conscience, et d'appeler à l'action. « L'Amazonie bolivienne vient de s'embraser et le plus triste, c'est que la population demande la solidarité du monde, la solidarité des travailleurs humanitaires, la solidarité des personnes qui travaillent pour l'Amazonie et malheureusement, jusqu'à présent, nous n'avons reçu l'aide d'aucune organisation », regrette-t-elle. « La conservation de l'Amazonie en reste au discours. Il faut aller sur le terrain et soutenir ceux qui s'occupent vraiment de vous. Parce qu'ils souffrent non seulement des catastrophes causées par l'action humaine, mais aussi celles nées de la nature ». Alors pour aider les pays concernés à y faire, elle rappelle l'importante de la mise en place du Fonds « pertes et dommages ». Fany Kuiru Castro insiste aussi sur la nécessité d'inclure les peuples autochtones aux discussions sur le changement climatique et dans les dialogues d'experts, car « ils ont fait leurs preuves à travers le temps et démontré comment ils ont été capables de s'adapter ». En Équateur, l'exécutif déjà en ordre disperséUne grande absente sur la première photo officielle du gouvernement paritaire de l'Équateur : la vice-présidente Véronica Abad n'y était pas, comme elle n'était pas, non plus, au premier repas officiel des nouvelles autorités. Les rumeurs se confirment : les relations sont très tendues avec le nouveau chef de l'État Daniel Noboa, quelques jours seulement après le début de son mandat raccourci. C'était déjà le cas avant le premier tour de la présidentielle. Depuis, il fait tout pour mettre de la distance entre lui et Véronica Abad, et pour réduire ses prérogatives.Le journal de la 1èreLes cocotiers et autres palmiers de la Guadeloupe « sous la menace » du JMP, une maladie apparue en 2021.

Microsoft unveiled two new AI chips today; Jon Fortt sits down exclusively with CEO Satya Nadella to talk the transformation in tech. Averages closed higher after Tuesday's mega-rally. BD8's Barbara Doran and Ariel Investments' Charlie Bobrinskoy break down the market action and earnings from Cisco and Palo Alto Networks. JMP analyst Trevor Walsh breaks down the drop in Palo Alto billings. Neuberger Berman's John San Macro on the muddled state of the consumer that's being painted during earnings season.

Time math getting you down? Don't worry, it's time to celebrate America (sans rumba to a Lee Greenwood hit) with JMP's last regular episode for a while! YHAJ put together their Mts. Rushmore of contestants from seasons 9-12, with detours to Mamma Mia!, the many faces of Bristol Palin, and the angriest disagreement perhaps ever heard. It's the threequel we all deserve. Follow us on Twitter ⁠⁠@JMPPod⁠⁠, on Facebook at ⁠⁠Just Meaningful Plastic⁠⁠, or on Instagram at ⁠⁠@jmp.pod⁠⁠ Podcast art: Kat Fey Music: "Mister Capone" by Alex Khaskin

Ballroom legends only! On this new JMP, if you think Katy and Chris jump into actual DWTS sooner than usual, don't be fooled. They get off-track immediately. A lesser Robbed Goddess is added to the Pantheon, more love is offered to Karina Smirnoff, the love lives of Shirley and Corky Ballas are examined, and the true evil mastermind of Dancing with the Stars may have been revealed. Does this sound enticing enough? Follow us on Twitter ⁠⁠@JMPPod⁠⁠, on Facebook at ⁠⁠Just Meaningful Plastic⁠⁠, or on Instagram at ⁠⁠@jmp.pod⁠⁠ Podcast art: Kat Fey Music: "Mister Capone" by Alex Khaskin

Natural law theory is known to be more emphasized among Catholics than Protestants. Why is that the case, and should it be? Do Protestants need to focus more on philosophy? Today's guest, Andrew T. Walker of Southern Baptist Theological Seminary, discusses why Protestants need natural law too, and specifically the work of the Madison Program's founder and Director, Professor Robert P. George. We discuss Dr. Walker's book, Social Conservatism for the Common Good: A Protestant Engagement with Robert P. George, which features essays from a variety of Protestant scholars on Professor George and the importance of his contributions to the field of natural law. Andrew T. Walker is associate professor of Christian Ethics at the Southern Baptist Theological Seminary and an associate dean in their School of Theology. He also serves as the executive director of the Carl F. H. Henry Institute for Evangelical Engagement, as Managing Editor of WORLD opinions, and as a fellow at the Ethics and Public Policy Center. More on Natural Law, from a former JMP fellow here. A little bit on New Natural Law here. An overview of John Rawls here. Rawls' "original position," where he advocates for his famous "veil of ignorance" here. His recent article, "True conservatism is not mere progressivism in slow motion" in WORLD Opinions here. His recent book review, "Were problems baked into the American cake?" in WORLD Opinions here. "The Baby and the Bathwater," an essay co-authored by Professor George mentioned during the interview here. Annika Nordquist is the Communications Coordinator of Princeton University's James Madison Program in American Ideals and Institutions and host of the Program's podcast, Madison's Notes.

Natural law theory is known to be more emphasized among Catholics than Protestants. Why is that the case, and should it be? Do Protestants need to focus more on philosophy? Today's guest, Andrew T. Walker of Southern Baptist Theological Seminary, discusses why Protestants need natural law too, and specifically the work of the Madison Program's founder and Director, Professor Robert P. George. We discuss Dr. Walker's book, Social Conservatism for the Common Good: A Protestant Engagement with Robert P. George, which features essays from a variety of Protestant scholars on Professor George and the importance of his contributions to the field of natural law. Andrew T. Walker is associate professor of Christian Ethics at the Southern Baptist Theological Seminary and an associate dean in their School of Theology. He also serves as the executive director of the Carl F. H. Henry Institute for Evangelical Engagement, as Managing Editor of WORLD opinions, and as a fellow at the Ethics and Public Policy Center. More on Natural Law, from a former JMP fellow here. A little bit on New Natural Law here. An overview of John Rawls here. Rawls' "original position," where he advocates for his famous "veil of ignorance" here. His recent article, "True conservatism is not mere progressivism in slow motion" in WORLD Opinions here. His recent book review, "Were problems baked into the American cake?" in WORLD Opinions here. "The Baby and the Bathwater," an essay co-authored by Professor George mentioned during the interview here. Annika Nordquist is the Communications Coordinator of Princeton University's James Madison Program in American Ideals and Institutions and host of the Program's podcast, Madison's Notes. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Natural law theory is known to be more emphasized among Catholics than Protestants. Why is that the case, and should it be? Do Protestants need to focus more on philosophy? Today's guest, Andrew T. Walker of Southern Baptist Theological Seminary, discusses why Protestants need natural law too, and specifically the work of the Madison Program's founder and Director, Professor Robert P. George. We discuss Dr. Walker's book, Social Conservatism for the Common Good: A Protestant Engagement with Robert P. George, which features essays from a variety of Protestant scholars on Professor George and the importance of his contributions to the field of natural law. Andrew T. Walker is associate professor of Christian Ethics at the Southern Baptist Theological Seminary and an associate dean in their School of Theology. He also serves as the executive director of the Carl F. H. Henry Institute for Evangelical Engagement, as Managing Editor of WORLD opinions, and as a fellow at the Ethics and Public Policy Center. More on Natural Law, from a former JMP fellow here. A little bit on New Natural Law here. An overview of John Rawls here. Rawls' "original position," where he advocates for his famous "veil of ignorance" here. His recent article, "True conservatism is not mere progressivism in slow motion" in WORLD Opinions here. His recent book review, "Were problems baked into the American cake?" in WORLD Opinions here. "The Baby and the Bathwater," an essay co-authored by Professor George mentioned during the interview here. Annika Nordquist is the Communications Coordinator of Princeton University's James Madison Program in American Ideals and Institutions and host of the Program's podcast, Madison's Notes. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science

Natural law theory is known to be more emphasized among Catholics than Protestants. Why is that the case, and should it be? Do Protestants need to focus more on philosophy? Today's guest, Andrew T. Walker of Southern Baptist Theological Seminary, discusses why Protestants need natural law too, and specifically the work of the Madison Program's founder and Director, Professor Robert P. George. We discuss Dr. Walker's book, Social Conservatism for the Common Good: A Protestant Engagement with Robert P. George, which features essays from a variety of Protestant scholars on Professor George and the importance of his contributions to the field of natural law. Andrew T. Walker is associate professor of Christian Ethics at the Southern Baptist Theological Seminary and an associate dean in their School of Theology. He also serves as the executive director of the Carl F. H. Henry Institute for Evangelical Engagement, as Managing Editor of WORLD opinions, and as a fellow at the Ethics and Public Policy Center. More on Natural Law, from a former JMP fellow here. A little bit on New Natural Law here. An overview of John Rawls here. Rawls' "original position," where he advocates for his famous "veil of ignorance" here. His recent article, "True conservatism is not mere progressivism in slow motion" in WORLD Opinions here. His recent book review, "Were problems baked into the American cake?" in WORLD Opinions here. "The Baby and the Bathwater," an essay co-authored by Professor George mentioned during the interview here. Annika Nordquist is the Communications Coordinator of Princeton University's James Madison Program in American Ideals and Institutions and host of the Program's podcast, Madison's Notes. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/intellectual-history

Guest Denver Gingerich Panelist Richard Littauer Show Notes Hello and welcome to Sustain! Richard is in Portland at FOSSY, the Free and Open Source Software Yearly conference that is held by the Software Freedom Conservancy. In this episode, Richard hosts Denver Gingerich, a member of the Software Freedom Conservancy and Founder of JMP. Denver dives into the backstory of JMP, the initiative to make phone numbers as flexible as emails. They explore Denver's role as the Director of Compliance at the Software Freedom Conservancy, where he ensures companies comply with open source software licenses. Then, the conversation takes a turn to tackle a range of software compliance controversies, from Vizio's violation of GPL to John Deere's restrictive software that hinders farmers' right to repair their machines. Denver provides an invaluable perspective on the work being done to protect users from software licensing malpractices. Press download now to hear more! [00:01:22] Denver tells us how he started JMP and the motivation behind it. [00:02:52] Richard asks Denver about the funding model for JMP and how he supports himself financially, and Denver explains his role at the Software Freedom Conservancy, a non-profit charity based in New York. [00:05:35] The Vizio lawsuit is talked about and Denver outlines how GPL enforcement lawsuits traditionally focus on copyrights but argues that the direct harm is usually done to the users of the software who receive it out of compliance. [00:06:58] Denver shares that he's not a lawyer by training, but he ended up in his role after reporting a GPL violation he encountered with an Insignia Blu-ray player to Bradley Kuhn at a conference. [00:08:44] Richard asks if XMPP, the protocol uses by JMP, has license or compliance issues, and Denver explains that it's not a software license issue and that XMPP, made through the IETF, doesn't pose any licensing concerns. [00:09:48] Richard discusses companies with bad track records in software licensing compliance and the right to repair, using John Deere as an example, and asks how anyone could know if a that company is violating software license agreements. Denver explains that the first step is to investigate what software is used on the machines. He also highlights the issues with modern agricultural technology. [00:12:20] Denver tells us there are around eight employees at the Software Freedom Conservancy. [00:12:47] Richard wonders about potential lawsuits against John Deere and Denver clarifies while they haven't sued, they did make a public post about their concerns after private discussions didn't lead to resolution. [00:13:41] Richard asks if there are similar user protection efforts in other countries, and Denver assures there are, citing examples in Germany and mentioning other organizations, such as FSFE. [00:14:50] Find out where you can learn more about Denver's work and the Software Freedom Conservancy. Links SustainOSS (https://sustainoss.org/) SustainOSS Twitter (https://twitter.com/SustainOSS?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor) SustainOSS Discourse (https://discourse.sustainoss.org/) podcast@sustainoss.org (mailto:podcast@sustainoss.org) SustainOSS Mastodon (https://mastodon.social/tags/sustainoss) Richard Littauer Twitter (https://twitter.com/richlitt?lang=en) Software Freedom Conservancy (https://sfconservancy.org/) Open OSS (https://openoss.sourceforge.net/) Denver Gingerich Website (https://ossguy.com/) JMP (https://jmp.chat/) FSFE (Free Software Foundation Europe) (https://fsfe.org/index.en.html) Credits Produced by Richard Littauer (https://www.burntfen.com/) Edited by Paul M. Bahr at Peachtree Sound (https://www.peachtreesound.com/) Show notes by DeAnn Bahr Peachtree Sound (https://www.peachtreesound.com/) Special Guest: Denver Gingerich.

Guests Matthew Wild | Stephen Paul Weber Panelists Richard Littauer Show Notes Hello and welcome to Sustain! Richard is in Portland at FOSSY, the Free and Open Source Software Yearly conference that is held by the Software Freedom Conservancy. Today, he engages with XMPP protocol experts Matthew Wild and Stephen Paul. Matthew shares about his project, Snikket, which aims to make XMPP more accessible for everyday communication among friends and family groups. Stephen introduces JMP, a project designed to facilitate connections using an XMPP based stack, allowing smoother transitions from other communication platforms. They explore why XMPP stands out against competitors, and you'll get a glimpse into JMP's transparent funding model, Snikket's user base, and the open source projects it's built upon. Our guests also discuss their future visions, highlighting the importance of open communication and the potential for growth in the XMPP ecosystem. Hit download to hear more! [00:00:48] Matthew talks about his work with Snikket, and Stephen talks about the project JMP, which helps people connect with their friends and family using XMPP based stack and transition from other communication platforms. [00:01:57] Matthew explains why XMPP is a better protocol for Snikket compared to Signal; the main reason being that XMPP is federated, giving users more choice. [00:02:42] Matthew tells us how XMPP is different from Matrix and Delta Chat. [00:04:06] Stephen agrees with Matthew, stating that JMP also supports multiple protocols and wishes to promote open communication, and acknowledges concerns around Matrix's scalability and funding models. [00:04:47] Stephen describes JMP's straightforward funding model with customers paying a monthly fee for their services. Matthew reveals that Snicket's user base is hard to determine due to self-hosting and different statistics. [00:06:21] Matthew explains that Snicket is built on a variety of XMPP-based open-source projects, including Prosody, Conversations on Android, and Siskin on iOS. Stephen mentions that JMP is a five-member team. [00:07:37] Stephen explains JMP's business model, stating they function on a traditional business model where customer directly pay for the services they receive, and they operate as a cooperative. [00:08:59] JMP has about 3,300 paying customers and Stephen explains they don't have a dedicated marketing team, but they use blogs. [00:10:03] Stephen explains that he and the other primary founder of JMP do not currently draw income from the project. [00:10:54] Richard asks Matthew and Stephen about their long-term vision for their projects. Matthew explains his goal is open communication and Stephen shares his goal is create sustainable funding for the XMPP ecosystem. [00:13:22] Why are Matthew and Stephen focused on XMPP? Matthew tells us he always had a passion for communication and Stephen emphasizes the importance of communication, stating it's often overlooked and consumes by proprietary silos, which can be harmful. [00:14:47] Find out where you can follow Matthew and Stephen and learn more about JMP and Snikket. Links SustainOSS (https://sustainoss.org/) SustainOSS Twitter (https://twitter.com/SustainOSS?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor) SustainOSS Discourse (https://discourse.sustainoss.org/) podcast@sustainoss.org (mailto:podcast@sustainoss.org) SustainOSS Mastodon (https://mastodon.social/tags/sustainoss) Richard Littauer Twitter (https://twitter.com/richlitt?lang=en) Software Freedom Conservancy (https://sfconservancy.org/) Open OSS (https://openoss.sourceforge.net/) Matthew Wild Website (https://matthewwild.co.uk/) Stephen Paul Weber Website (https://singpolyma.net/) Snikket (https://snikket.org/) JMP (https://jmp.chat/) Credits Produced by Richard Littauer (https://www.burntfen.com/) Edited by Paul M. Bahr at Peachtree Sound (https://www.peachtreesound.com/) Show notes by DeAnn Bahr Peachtree Sound (https://www.peachtreesound.com/) Special Guests: Matthew Wild and Stephen Paul Weber.

According to the recent report from the WHO/UNICEF Joint Monitoring Program for Water Supply, Sanitation and Hygiene, coverage of safely managed water and sanitation supplies has improved globally since 2000, but the world is not on track to meet the Sustainable Development Goal targets related to universal coverage. Placing a special emphasis on gender, the JMP report notes that inadequate access to water and sanitation, as well as hygiene services, affects men and women in significant, but different, ways. In this episode, Sera Young, Associate Professor of Anthropology and Global Health at Northwestern University and senior associate with the CSIS Food and Water Security Program, discusses the relationship between gender and water, sanitation and hygiene (WASH) and explains why it's important to gather data, not just about men's and women's access to water and sanitation infrastructure but also about how individuals' experience of water insecurity affects their physical and mental health. Armed with data about access and impacts, communities can raise awareness, demand policy change, and oversee improvements in the WASH sector.

This episode is generously sponsored by Rabbi E.B. "Bunny" and Shaindy FreedmanWelcome back to all those who seek depth in Jewish music!  For this episode we were blessed with an in-person interview with virtuoso Jewish violinist Daniel Ahaviel.  He has a tremendous story of teshuva and music all bound into his unique soul and show-stopping, jaw-dropping performances. Daniel Ahaviel was born in London, UK in 1963. Already as a child he discovered his love for the emotional sounds of the violin. Over the years, Daniel has performed at concerts and music festivals around the world, releasing the albums “VeAhavta”, “King's Clothes”, an album recorded at the London Klezmer Festival “Live In London”, “You are the Heart of the World” and his new album “Alive  and kicking”. His unique playing and undeniable control of every aspect of his instrument brought him to the forefront of the stage at the best shows in the Jewish world and to collaborations with the greatest Jewish singers. You can learn more about Daniel at his website https://danielahavielmusic.com/en/home/Please consider sponsoring an episode of JMP so we can keep this awesome and unique project going.  Contact Tuvia at ravtuvnetwork@gmail.com for sponsorship information.

Mike McGrath joins the Ask Noah Show to discuss the changes Red Hat is making in how they make their source code available. -- During The Show -- 00:50 Arch Keyring Fix - Bloominstrong at the bottom of /etc/pacman.conf Include "SigLevel = Optional TrustAll" under core and extra Update the keyring -Sy archlinux-keyring Confirm each new key Remove "SigLevel = Optional TrustALL" run pacman -Syu 03:05 Church Streaming - John Wired vs WiFi video OpenLP (https://openlp.org/) WimpysWorld OBS Portable (https://github.com/wimpysworld/obs-studio-portable) FreeShow (https://freeshow.app/) OBS Project (https://obsproject.com/) Ask Noah Show Ep 341 (https://podcast.asknoahshow.com/341) Confidence monitor Stream Deck Bitfocus (https://bitfocus.io/companion) vdo.ninja (https://vdo.ninja/) Scale Engine (https://www.scaleengine.com/) Own Cast (https://owncast.online/) 10:30 Web Platform? - Brian Go Hugo (gohugo.io) 12:30 Mumble Caller - JMP.chat & Linphone - Naelr Setup Linphone with JMP.chat Send ? in cheogram chat reset sip 17:58 News Wire The linux 6.4 kernel has been released (https://lkml.org/lkml/2023/6/25/453) Intel's new ARC driver in Linux boosts gaming performance by 11% (https://www.tomshardware.com/news/intel-arc-driver-linux-boost) The Exodia OS team has recently updated their customized arch-based distro for security testing (https://github.com/Exodia-OS) Releases Proxmox Virtual Environment 8 (https://www.proxmox.com/en/news/press-releases/proxmox-virtual-environment-8-0) Peazip 9.3 (https://peazip.github.io/changelog.html) Darktable 4.4 (https://www.darktable.org/2023/06/darktable-4.4.0-released/) Ardour 7.5 (https://ardour.org/whatsnew.html) Firewalld 2.0 (https://firewalld.org/2023/06/firewalld-2-0-0-release) Industry News GitLab Expands its Open Source Partner Community With the Addition of The Open Group (https://executivebiz.com/2023/06/gitlab-expands-open-source-partner-community-with-addition-of-the-open-group/) Security News New Linux based IOT attack campaign (https://www.infosecurity-magazine.com/news/openssh-trojan-campaign-iot-linux/) AI News Databricks has agreed to buy MosaicML (https://www.thestack.technology/databricks-to-buy-mosaicml/) Robin AI - Github PR reviewer (https://github.com/Integral-Healthcare/robin-ai-reviewer) Hardware News Dingo - A fully Open Source Robot Dog (https://www.i-programmer.info/news/169-robotics/16402-meet-dingo-your-open-source-four-footed-friend.html) 19:55 Red Hat Interview Mike McGrath - Vice President of Core Platforms Engineering Blog Post 1 (https://www.redhat.com/en/blog/furthering-evolution-centos-stream) Reaction was unexpected, swift, and immediate Conviction to the GPL Source code is still available Surprised more people didn't look at CentOS Stream Blog Post 2 (https://www.redhat.com/en/blog/red-hats-commitment-open-source-response-gitcentosorg-changes) Red Hat no longer finds value in "re-builders" Free as in freedom vs free as in beer Standing on the shoulders of giants Red Hat welcome's competition and contribution Why not start with the second blog post's message? Timing of the change Meeting the GPL requirements Products vs Projects When did the thought of this start? CentOS Stream Things being done in bad faith Threat to the open source business model Red Hat has worked hard to make RHEL available for free What about people using downstream rebuilds in CI pipelines? No cost RHEL for open source projects (ROSI) (https://www.redhat.com/en/blog/extending-no-cost-red-hat-enterprise-linux-open-source-organizations) Does Red Hat want to be the "bottom rung of the ladder"? IBM had zero input CentOS Stream is critical for RHEL What is Red Hat selling when they sell RHEL? What impact will this have on the broader ecosystem? -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/343) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed)

Singpolyma from JMP.chat joins Ask Noah to discuss the public launch of JMP.chat! -- During The Show -- 01:40 JMP.Chat 6 Years in Beta Lots of work Always over delivered Singpolyma from JMP.Chat The history of JMP.Chat Why is JMP.Chat for geeks? De-coupling number from a device Financial model Beta Price Extension Pricing Porting Multi Account Cheogram App Desktop Apps Movim (https://mov.im/login) Gajim (https://gajim.org/) Dino (https://dino.im/) Beagle (Mac) (https://beagle.im/) Snikket (https://snikket.org/) JMP.Chat Matrix Bridging/Integration Porting numbers out 46:44 News Wire Distro Box 1.5 - GitHub (https://github.com/89luca89/distrobox/releases/tag/1.5.0) Tails 5.14 - Tails (https://tails.boum.org/news/version_5.14/index.en.html) Nvidia Driver - Nvidea (https://www.nvidia.com/download/driverResults.aspx/205464/en-us/) SparkyLinux 7.0 - Sparky Linux (https://sparkylinux.org/sparky-7-0-orion-belt/) Ultra Marine Linux 38 - Ultra Marine (https://ultramarine-linux.org) OpenVPN 2.6.5 - OpenVPN (https://community.openvpn.net/openvpn/wiki/Downloads) Linux 6.3.8 - LWN (https://lwn.net/Articles/934621/) Rust Tool Chain - Phoronix (https://www.phoronix.com/news/Rust-For-Linux-6.5) Steam Linux Beta Client - Phoronix (https://www.phoronix.com/news/Steam-Force-Desktop-UI-Scaling) LLM Blender - Mark Tech Post (https://www.marktechpost.com/2023/06/19/meet-llm-blender-a-novel-ensembling-framework-to-attain-consistently-superior-performance-by-leveraging-the-diverse-strengths-of-multiple-open-source-large-language-models-llms/) MS ORCA - Indian Express (https://indianexpress.com/article/technology/artificial-intelligence/microsoft-orca-ai-model-8672524/) 48:20 Firefox Multi-account containers - Jeremy Multi Account Containers plugin (https://addons.mozilla.org/en-US/firefox/addon/multi-account-containers/) is great Thanks for the feedback 49:29 Open Source Cameras? - Ziggy Dedicated open source camera episode? Synology Disk Station Axis Cameras Zone Minder (https://zoneminder.com/) Motion Eye (https://github.com/motioneye-project/motioneye) -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/342) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed) • Ask Noah Show © CC-BY-ND 2021 •

We get the inside scoop on SouthEast LinuxFest, and share a few stories from the early days of the Linux community. Special Guest: Noah Chelliah.

Twitter is dropping SMS 2FA (for free users), Apple & Google have some updates, supermarkets have data on you, JMP is leaving beta, and more!Welcome to the Surveillance Report - featuring Techlore & The New Oil to keep you updated on the newest security & privacy news.Support us on PatreonSupport us on LiberapayMonero: 46iGe5D49rpgH4dde32rmyWifMjw5sHy7V2mD9sXGDJgSWmAwQvuAuoD9KcLFKYFsLGLpzXQs1eABRShm1RZRnSy6HgbhQDTimestampsSources00:00 Introduction00:28 Support us!01:55 Highlight Story (Twitter 2FA)04:18 Data Breaches07:10 Companies18:50 Research22:05 Politics25:50 FOSS29:38 Misfits32:52 Q&A41:33 Support us!Main SitesSurveillance ReportOdyseePeerTubeTechlore WebsiteThe New Oil Website This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit surveillancepod.substack.com

New this year, text Justin and team at 501-200-4050 for updates, insights, new releases, meet & greets, podcast Q&A, etc.! From a long hiatus the boys return to kick off the year and a new season of the JMP. They recap the first few shows of the year, get a laugh about everyone's local weatherman, and their newly found sweet tooth.   They wrap this episode up with some music suggestions, along with Justin sharing some old vinyl records he wants his daughter to hear on her new record player.   The Justin Moore Podcast is sponsored by: Bobcat Company. This episode is brought to you by Wrangler, Bangtail Whiskey and This Little Piggy.   Spread the word! #JustinMoorePodcast _________ Listen to Justin's sports radio show Morning Mayhem on The Buzz. All episodes are available to watch on YouTube. Also follow along on social media for teasers and updates throughout the week.   The Justin Moore Podcast on Instagram   Follow Justin: On Tour Instagram Twitter Facebook Spotify Apple Music   Follow JR the Handler and get some merch: Instagram Twitter www.jrthehandler.com Produced by: Cody Villalobos  Rafter V Ranch    

In this episode we welcome J. Moufawad-Paul back to the podcast. Previously we had him along with Alyson Escalante and Devin Zane Shaw to talk about On Necrocapitalism a collectively authored book they all worked on together along with some other authors. For today's episode we are focused on J. Moufawad-Paul's latest book Politics In Command: A Taxonomy of Economism. This book seeks to understand what economism is, how it is deployed through socialist analyses, and the ways in which various categories (economy, politics, class, practice, revolution, etc) are mobilized and classified according to its imaginary.  Today we talk about a range of topics related to this book, including what economism is, ways it manifests, and related issues like workerism, the concept of the labor aristocracy, and arguments around so-called identity politics. We also get into a little discussion around Marx's model of Capital, what Samir Amin called “actually existing capitalism” vs “imaginary capitalism,” and Cedric Robinson's idea of racial capitalism. And relatedly we talk about why class is not an identity, but rather as Moufawad-Paul puts it “class comes cloaked in the messiness of social relations.” Along the way JMP debunks some conspiratorial understandings of how capitalism works and how the ruling class reproduces itself. And we get into discussion of what Moufawad-Paul argues is the role of the vanguard party as an interventionist party that helps the working class understand itself as a combative class struggling for the overthrow of capitalism, rather than just fighting for immediate material gains in order to defend against the ravages of austerity. As we mention in the show, this book is available through Foreign Languages Press, we will include a link to that in the show notes, as well as to several of Moufawad-Paul's other books, writings and interventions. Happy New Year to those of you who live under a Gregorian calendar. We have a goal for January of adding 31 patrons to keep up with attrition and hopefully continue to build a little bit as well. Currently we are 23 patrons away from that goal. So it's a great time to sign up and support the show if you don't already. You can do that for as little as $1 a month at patreon.com/millennialsarekillingcapitalism Politics In Command: A Taxonomy of Economism by JMP JMP's Critique of Maoist Reason  J. Moufawad-Paul's piece on sovereignty that we reference in the episode  J. Moufawad-Paul's appearances on Revolutionary Left Radio  Some of J. Moufawad-Paul's books from Kersplebedeb  JMP's blog 

J. Moufawad Paul returns to the show to discuss his newest book "Politics in Command: A Taxonomy of Economism". Together, Breht and JMP discuss what economism is, what Lenin's critique of it was, how it acts as a keystone of revisionism, its dialectical opposite "voluntarism", how they are tied to movementism, the necessity of a communist vanguard party, how economism distorts our understanding of class, the labor aristocracy, MLM analysis of modern China, Refoundationalism and Regroupment, and much more!  Check out JMP's previous appearences on Rev Left here: https://revolutionaryleftradio.libsyn.com/size/5/?search=Moufawad Follow JMP on twitter: https://twitter.com/mlm_mayhem Check out MLM Mayhem here: https://moufawad-paul.blogspot.com/ Check out the Politics in Command podcast mentioned in this episode: https://www.politicsincommand.info/podcast/ Outro music "Slight Rebellion off Madison" by Vinnie Paz Support Rev Left Radio: https://www.patreon.com/RevLeftRadio