Podcasts about Kuka

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Best podcasts about Kuka

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Latest podcast episodes about Kuka

Radio Novan Iltapäivän parhaat
Kahdet häät ja seitsemät kihlat

Radio Novan Iltapäivän parhaat

Play Episode Listen Later May 21, 2026 32:49


Deittisovellusten profiilikuvat aiheuttavat Eskossa suurta hämmennystä, mutta Veronica inspiroituu niistä ehostamaan myös Eskon profiilia. Lisäksi Kuka puhuu -kisassa nähdään uskomaton onnistuminen, ja Esko paljastaa lintsanneensa uusilta rumputunneiltaan.Huumoria, viihdettä ja hulvattomia tarinoita! Esko Eerikäinen ja Veronica Verho kokoavat Radio Novan Iltapäivän. Kuuntele myös livenä ilmaiseksi Rayosta! Radio Novan Iltapäivä maanantaista torstaihin klo 14-18.

Vltava
Vizitka: Šéfredaktor ČRo D-dur Hurník: I v hudbě jsou kukaččí vejce, v postmoderně je to práce s citáty

Vltava

Play Episode Listen Later May 19, 2026 47:46


Jako hudební publicista dokáže barvitě vyprávět a také popisovat nejrůznější hudební fenomény. Stojí mimo jiné také za oblíbenými sériemi na Vltavě Mistři pěvci opeřenci a jiné zvířectvo a Mistři pěvci opeřenci. Sám za nejlepšího ptačího zpěváka považuje kosa. “Vybere tři nebo čtyři motivy, které rozvíjí a vrací se k nim zpátky, to už je tematická práce,” vysvětluje ve Vizitce.

Radio Novan Iltapäivän parhaat
Hard Rock Hallelujah!

Radio Novan Iltapäivän parhaat

Play Episode Listen Later May 15, 2026 24:59


Missä olit, kun Lordi voitti Euroviisut 2006? Lisäksi pureudutaan kuumaan tv-kiistaan: miksi MTV:n kanavat eivät näy monilla Elisan asiakkailla, mitä se tarkoittaa arjessa ja kuinka pahasti se vaikuttaa lätkän MM-kisojen katsomiseen? Mukana myös Kuka puhuu -osio sekä keskustelua ruokakasvatuksesta, buffeteista ja siitä, missä kulkee vanhemman ja lapsen tunneraja. Huumoria, viihdettä ja hulvattomia tarinoita! Esko Eerikäinen ja Veronica Verho kokoavat Radio Novan Iltapäivän parhaat palat yhteen Verho & Eerikäinen -podcastissa. Kuuntele myös livenä ilmaiseksi Rayosta! Radio Novan Iltapäivä maanantaista torstaihin klo 14-18.

mtv mm lis kuka kuuntele mukana lordi euroviisut elisan eerik huumoria hard rock hallelujah
KAHELI
128. Deittailun kulttuurilliset erot

KAHELI

Play Episode Listen Later May 14, 2026 66:09


Kahelit saavat vieraaksi upean Yousra Chafakin ja he pääsevät keskustelemaan mehukkaasta aiheesta, kulttuurillisista eroista deittailussa. Pinjan vanhemmat tapasivat yökerhossa, Iyadin vanhemmat häissä. Kuka maksaa ensimmäisillä treffeillä, entä voiko mies kosia naista? Kaikkea tätä ja paljon muuta luvassa.Ainutlaatuisen viihdyttävä podcast.Kaksi nuorta aikuista, jotka yrittävät tehdä elämällään enemmän sekä kokea paljon. Pinja ja Iyad ovat Kaheleita, joilla on vain vähän parempi huumorintaju kuin muilla. He ottavat kantaa ajankohtaisiin ilmiöihin sanomalla suorat sanat.Uusi jakso torstaisin klo 7:00!Seuraa meitä:Instagram⁠⁠⁠⁠https://www.instagram.com/kaheliofficial/⁠⁠⁠⁠TikTok⁠⁠⁠⁠https://www.tiktok.com/@kaheliofficial⁠⁠

Radio Novan Iltapäivän parhaat
”Älä Eerikäinen ota kantaa asiaan, mistä et ymmärrä mitään!”

Radio Novan Iltapäivän parhaat

Play Episode Listen Later May 12, 2026 38:07


Esko on ollut reissussa ja tehnyt havaintoja hantaviruksen uutisoinnin vaikutuksesta ihmisiin. Kaksikon välille syntyy kiivasta sanaharkkaa voileipäkakusta – kumman puolelle kuulijat asettuvat väittelyssä? Hellesäiden tuoma uutisointi jännittää ja Kuka puhuu -osiossa koetaan onnistumisen tunteita. Entä mikä lastenohjelma on traumatisoinut Veronicaa lapsena?Huumoria, viihdettä ja hulvattomia tarinoita! Esko Eerikäinen ja Veronica Verho kokoavat Radio Novan Iltapäivän parhaat palat yhteen Verho & Eerikäinen -podcastissa. Kuuntele myös livenä ilmaiseksi Rayosta! Radio Novan Iltapäivä maanantaista torstaihin klo 14-18.

Radio Novan Iltapäivän parhaat
Pieruja ja aikuisviihdettä?

Radio Novan Iltapäivän parhaat

Play Episode Listen Later May 7, 2026 30:57


Veronicalle on tapahtunut jotain todella odottamatonta, kun koiralenkki elektroniikkaliikkeeseen muuttuu painajaiseksi! Esko odottaa innolla jalkapallon MM-kisoja ja haaveilee Chief World Cup Watcherin- työstä sekä kertoo, minkä jekun hän on tehnyt autokaupassa. Veronica ei meinaa pysyä housuissaan, kun Kuka puhuu -osiossa yritetään arvata kenen äänestä on kyse pelkän ääniklipin avulla. Lisäksi Veronica väittää olevansa mestariparkkeeraaja, joten parkkihallissa tehdyn vino parkkeeraaminen ei ole ollut hänen syynsä ja kirppiksellä tapahtunut kostotoimi herättää ällötystä.Huumoria, viihdettä ja hulvattomia tarinoita! Esko Eerikäinen ja Veronica Verho kokoavat Radio Novan Iltapäivän parhaat palat yhteen Verho & Eerikäinen -podcastissa. Kuuntele myös livenä ilmaiseksi Rayosta! Radio Novan Iltapäivä maanantaista torstaihin klo 14-18.

Radio Novan Aamun Iltapalat
Sanaselitys: Tämä antaa sakot!

Radio Novan Aamun Iltapalat

Play Episode Listen Later May 6, 2026 4:49


Tänään Sanaselityspelin alku vaikutti siltä, että mitähän tästä vielä tulee.. Mutta sitten kun hana aukesi niin oikeita vastauksia tuli rytinällä! Kuka niitä sakkoja oikein kirjoittelee? Mikä on pitkien ihmisten oma urheilulaji? Ja mitä taikinaan pitää ripotella, että se alkaa kohota?Sanaselityspeliä pelataan Radio Novan Aamussa arkisin heti klo 8 jälkeen.

Fazit - Kultur vom Tage - Deutschlandfunk Kultur
Start der Ruhrfestspiele: Huang Yi & Kuka - Tanz mit einem Industrieroboter

Fazit - Kultur vom Tage - Deutschlandfunk Kultur

Play Episode Listen Later May 3, 2026 7:55


Keim, Stefan www.deutschlandfunkkultur.de, Fazit

Máme hosty
Finalistka Miss Czech Republic: Nikdy jsem nebyla hezká holka, vážila jsem o 30 kilo víc

Máme hosty

Play Episode Listen Later Apr 30, 2026 10:08


Mezi desítkou nejlepších letošního ročníku najdeme i Elišku Kukačovou z Pardubic. Finále je v plánu na sobotu 23. května.Všechny díly podcastu Máme hosty můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

JPO Podcast
"Get some peanuts" with Arianna Trionfo

JPO Podcast

Play Episode Listen Later Apr 24, 2026 41:39


Arianna Trionfo from Nemours joins the show this month to discuss her recent research on early weightbearing after flatfoot reconstruction in CP. The gang also delves into DDH, trauma, congenital scoliosis and more in the lightning round. Your hosts are Carter Clement from Manning Family Children's, Tyler McDonald from University of South Alabama, Steph Logterman from Central Texas Pediatric Orthopedics, and Will Morris from TSRH. Music by A.A. Aalto.   The Effect of Immediate Weight Bearing After Planovalgus Foot Reconstruction in Ambulatory Children With Cerebral Palsy. Church et al. JPO. PMID: 41178517. https://pubmed.ncbi.nlm.nih.gov/41178517/   Screening MRI in Congenital EOS: Is It Safe to Delay Advanced Imaging to Decrease Early Anesthesia? Mostafa et al. JPO. PMID: 41582879. https://pubmed.ncbi.nlm.nih.gov/41582879/   Treatment of Displaced Femoral Neck Fractures in Children: Mid-Term Outcomes and Predictors of Failure. Liu et al. JPO. PMID: 41587289. https://pubmed.ncbi.nlm.nih.gov/41587289/   To Wean or Not to Wean: A Randomized Controlled Trial of Pavlik Harness Weaning in Infantile Developmental Dysplasia of the Hip. Kuka et al. JPO. PMID: 41641599. https://pubmed.ncbi.nlm.nih.gov/41641599/   Is the Hip Located? What is the Value of Advanced Imaging at the Time of Spica Exchange for Infantile Hip Dysplasia? Beck et al. JPO. PMID: 41552950. https://pubmed.ncbi.nlm.nih.gov/41552950/   Revisiting Traditional Risk Factors: Implications for Risk Stratification in Developmental Dysplasia of the Hip. Nielsen et al. JPO. PMID: 41563881. https://pubmed.ncbi.nlm.nih.gov/41563881/   The Effect of Pre-Bending Flexible Nails on Outcomes Following Stabilization of Paediatric Forearm Fractures. Levitt et al. JPO. PMID: 41358790. https://pubmed.ncbi.nlm.nih.gov/41358790/

HS Visio -podcast
Kuka käärii rahat tekoälybuumista?

HS Visio -podcast

Play Episode Listen Later Apr 24, 2026 43:13


Salkunhoitaja Pasi Havia on laittanut suurimman osan rahastonsa salkusta tekoälyyn ja teknologiaan.Jaksossa käydään läpi koko tekoälyn arvoketju: datakeskusten sähköntuotannosta Nvidian siruihin ja muistin pullonkaulaan. Lisäksi Havia kertoo, miksi välttää nyt ohjelmistoyhtiöitä sijoituskohteena.Havia myös paljastaa, miten hän itse vibe-koodaa tekoälyllä omia sijoitustyökalujaan.Studiossa Havian kanssa toimittajat Alex af Heurlin ja Elina Lappalainen. Jakson leikkasi Helmi Sundström.

Ykkösaamu
Nurkka repsottaa! Kuka saa tukea korjausrakentamiseen?

Ykkösaamu

Play Episode Listen Later Apr 24, 2026 53:02


Kehysriihestä riittää puitavaa, esimerkiksi korjausrakentaminen ja kotitalousvähennys; minkälaisia talousjumeja näillä saadaan avattua? Aiheista ovat keskustelemassa Rakennusteollisuuden Aleksi Randell, Tampereen yliopiston Antti Kurvinen ja kotitalousvähennyksestä Liisa Hanen Suomen mikro- ja yksinyrittäjistä. Toisessa keskustelussa kysytään: kuinka lujasti Yhdistyneet Kansakunnat voi vielä vaikuttaa maailman vakauteen? Studiossa Helena Laukko YK-liitosta ja Ulkoministeriön Erik Lundberg. Lähetyksessä analysoidaan myös epävirallisen EU-huippukokouksen keskusteluja, puhutaan Merenkurkun maailmanperinnöstä ja muistutetaan autoilijoita takatalven haasteista. Seppo Kivimäki juontaa, Petri Kejonen tuottaa. Toimittajina Petra Nykänen, Mikko Pesonen, Hannele Muilu ja Terhi Varjonen.

european union kuka tampereen toisessa tukea ulkoministeri antti kurvinen
Jumikemut
Vol. 178: Kuka sanoo tahdon (1997)

Jumikemut

Play Episode Listen Later Apr 24, 2026 75:08


Ai että enkelimäinen Julia Roberts on muka parhaan ystävänsä onnea sabotoiva, röökaava bitch? Kyllä, ysäri ”rom-com” Kuka sanoo tahdon (1997) on yllättävän viisto elokuva eikä lähes yhtään rom eikä todellakaan com. Miten tällainen elokuva on edes tehty ja miksi se on Jutan ja Mikon mielestä niin perverssillä tavalla kiehtova? Kuumassa kyssärissä aiheena julkkisten nykyinen promokiertely eli loputtomat hassuttelevat ”videosarjat” tyyliä Hot Ones ja Chicken Shop Date, lopuksi kulttuutisuosituksissa Lena Dunhamin omaelämäkertaa ja Amanda Seyfriedin hurmosta. Tuu mukaan, nää on juonittelevat kemut!

Cityn Aamu Nyman & Jääskeläinen
Rakastaisitko mua jos olisin kastemato?

Cityn Aamu Nyman & Jääskeläinen

Play Episode Listen Later Apr 21, 2026 34:58


Mikko haluaisi ostaa seurapelin, jota hänen puhelimensa suositteli ja joka liittyy oluen juontiin. Onko rikos jo vanhentunut -osiossa käsitellään tällä kertaa peräpukamia. Sukupolvi Z:n uusi lempinimi on “Kristoffer Kolumbus -sukupolvi." Puhe kääntyy jälleen vaimoihin ja siihen, miksi jotkut kysymykset tulevat aina väärään aikaan. Elinluovutuskortit herättävät myös keskustelua ja samoin se, mikä saa Ilen sydämen tykyttämään. Kuka on hiihtomies-Roope ja mitä yhteistä hänellä on Ilen ja Mikon kanssa? Lisäksi sakot nostattavat ärsytystä.Seitsemän hyvää syytä kuunnella. Kuuntele koko UHC:n lähetys arkiaamuisin Radio Cityllä klo 6–11.

Radio Novan Aamun Iltapalat
Pieni purtava, iso kysymys

Radio Novan Aamun Iltapalat

Play Episode Listen Later Apr 15, 2026 30:56


Novan Aamu käynnistyi melkoisella väännöllä, mutta onneksi rauha löydettiin pian. Suvi on käyttänyt aikaa ja vaivaa listatakseen TOP 3 suomalaiset julkkismiehet, joiden kanssa lähtisi autiolle saarelle. Kuka kiipeää listan ykköseksi? Kimmolla on puolestaan ollut erikoinen kohtaaminen koiriensa kanssa, vastaan tuli nimittäin ahma. Tai ainakin siltä se näytti, kunnes tarkempi analyysi paljasti jotain aivan muuta. Lisäksi pureudutaan suomalaiseen erikoisuuteen nimeltä “pieni purtava”. Mitä kaikkea se oikeasti pitää sisällään? Pian vastaus löytyy Alkon hyllyiltä, kun pikku suolainen tekee tuloaan.Lisää Minnaa, Kimmoa ja Suvia kuulet Radio Novan taajuudelta arkisin klo 6 alkaen!

mit tai lis pieni kuka pian suvi kysymys alkon radio novan
Radio Novan Iltapäivän parhaat
Kuka sitä huilua oikein soittaa?

Radio Novan Iltapäivän parhaat

Play Episode Listen Later Apr 8, 2026 46:55


Ahtaat ihmisjoukot ahdistavat helposti. Eskolla on aiheeseen omakohtainen tarina. Veronica on kerran joutunut todella erikoiseen tilanteeseen nimensä takia. Kyse ei ole kuitenkaan siitä, mitä ensimmäisenä ajattelisi. Kaikki tietää meteorologi Pekka Poudan, mutta mitä kaikkia muita ammattiin sopivia nimiä löytyykään? Lisäksi minimalistisuus, koiratanssit ja Saksan uusi matkustuslaki puhuttavat Novan Iltapäivän kaksikkoa.Huumoria, viihdettä ja hulvattomia tarinoita! Esko Eerikäinen ja Veronica Verho kokoavat Radio Novan Iltapäivän parhaat palat yhteen Verho & Eerikäinen -podcastissa. Kuuntele myös livenä! Radio Novan Iltapäivä maanantaista torstaihin klo 14-18.

Runner's High Podcast
Jakso 114: Madridin puolimaratonin jälkitunnelmat otsalampun valossa

Runner's High Podcast

Play Episode Listen Later Apr 7, 2026 64:29


Runner's High:n jengi kävi juoksemassa puolimaratonin Madridissa, ja nyt kuullaan tarinoita reissusta. Kuka pääsi maaliin, kuka hyytyi matkan varrelle, toteutuivatko jaksossa 112 asetut tavoitteet, ja miltä tapahtuma ylipäänsä vaikutti.Jaksossa syöksytään lisäksi myös 10.4.2026 juostavan Petzl Helsinki Night Trailin tunnelmiin.Petzlin loistaviin otsalamppuihin voit tutustua täällä: https://www.petzl.com/FI/en/Sport/HeadlampsPetzl Helsinki Night Trailista voit lukea lisää täältä: https://www.helsinkinighttrail.fi/

Radio Novan Aamun Iltapalat
Sanaselitys: Kovaa ajoo!

Radio Novan Aamun Iltapalat

Play Episode Listen Later Apr 2, 2026 4:39


Tämän viikon Sanaselityspelit päätettiin komeaan suoritukseen! Oliko tämä jo Hall of Fame -tasoa? Kisassa pohdittiin muun muassa: Mikä olet, jos kauniit käytöstavat puuttuvat? Kuka on Afrikan viidakon kuningas? Ja mikä tunne hiipii mieleen juuri ennen kuin jotain pahaa tapahtuu?Sanaselityspeliä pelataan Radio Novan Aamussa arkisin heti klo 8 jälkeen.

M2 Podcast
MKwadrat #234 – Kuka zza winkla

M2 Podcast

Play Episode Listen Later Mar 21, 2026 121:13


Tematem przewodnim odcinka nie mogło być nic innego, jak krytyka hiperrealistycznej wizji grafiki generowanej przez AI, którą zaprezentowała nam zielona firma od kart. Oprócz tego powraca kącik „Branżunia to rak”, gdzie na przykładzie Battlefielda 6 pokazujemy, że nic nie jest gwarantem stabilnego zatrudnienia w dużym growym korpo. Recenzujemy Analogowy Horror pod tytułem Routine, drugowojenną strzelankę wykorzystującą Wii Zappera i remake najgorszej głównej odsłony serii Resident Evil. W sekcji VR omawiamy fałszywe wieści o śmierci metawersum i ukrócenie piractwa na Queście za pomocą roszczenia DMCA. Podziękowania dla Patronów za wsparcie, a najbardziej dla: Op1ekun, Jan Jagieła, Janomin, Uki, Mateusz „Kaduk” Kadukowski (Kadukowo), Kosmaty Dziadu (8biters), Pierek, Sebastian (Gry Starego Boomera), Thomas Voland (Voland's Reality). Okładka: PerkaMontaż: PerkaRozpiska: Kacper Kanał Defana: https://www.youtube.com/@wsumiespoko/ (00:00:00) Spotkanie na 10 lecie podcastu w H.4.0.SNewsy naleśnikowe(00:01:55) DLSS5 – przełom technologiczny czy AI slop filter?(00:25:28) CP77 dostanie patcha dla PS5 Pro(00:26:55) PEGI zauważa hazard w grach(00:29:31) Lepsza jakość gier ze Switcha 1 na Switchu 2 w trybie handheld(00:31:08) Branżunia to rak – zwolnienia w Criterion, Dice, Ripple Effect, Motive Studios W co ostatnio graliśmy(00:36:19) Simplex(00:39:33) Perka Gry naleśnikowe(00:47:56) Routine – Simplex, Perka(01:04:29) MoH Heroes 2 (Wii) – Perka(01:17:45) Resident Evil 3 remake – Simplex, Perka Newsy VR(01:33:42) Obejrzyjcie pigułę newsów VR na youtube(01:35:51) 100 apek w sklepie questa miało przychód ponad 1 mln $(01:36:47) Meta ukróciła piractwo na Queście(01:42:49) VRowy Horizon Worlds zostanie zamknięty, ale nie do końca Społeczność/Publicystyka(01:49:57) Umarła Retrosfera, niech żyje Press Reset?(01:52:18) Podziękowania dla patronów(01:53:08) Ankieta/Recenzja odcinka(01:54:22) Komentarze na Spotify/YT Konsumpcja:YouTube#1: https://www.youtube.com/@MKwadratPodcastYouTube#2: https://www.youtube.com/@streaMKwadratRSS: https://mkwadratpodcast.pl/feed/podcastSpotify: https://open.spotify.com/show/7e5OdT8bnLmvCahOfo4jNGiTunes: https://podcasts.apple.com/ca/podcast/mkwadrat-podcast/id1082742315twitch: https://www.twitch.tv/mkwadratpodcastMP3: https://mkwadratpodcast.pl/podcast/MKwadrat_234.mp3Interakcja:WWW: https://mkwadratpodcast.pl/Forum: https://stareforumpoly.pl/Discord: https://discord.com/invite/PafByaf9DUFanpage: https://facebook.com/MkwadratPodcast/Grupa FB: https://www.facebook.com/groups/mkwadratpodcast/Twitter: https://twitter.com/mkwadratpodcastInstagram: https://www.instagram.com/mkwadratpodcast/Wsparcie:Patronite: https://patronite.pl/mkwadratpodcastSuppi: https://suppi.pl/mkwadratpodcast

HR Leaders
Why Most New HR Leaders Fail in Their First 90 Days

HR Leaders

Play Episode Listen Later Mar 19, 2026 43:20


In this episode of the HR Leaders Podcast, we sit down with Sarah Stary, Vice President Global Head of People and Organisation and Internal Communications at Swisslog Healthcare. Sarah breaks down what it really takes to lead transformation in a complex global business. She explains why standardizing the basics, especially onboarding and recruiting, became a high-impact priority, how her team built global consistency with local nuance, and why too many leaders still get distracted by innovation before fixing the fundamentals.Sarah also shares a more important leadership lesson. Do not rush to prove your value in the first 90 days. Instead, she argues that credibility is built by listening, traveling, understanding culture, and making changes that fit the business you are actually in, not the one you just left. The conversation also explores clear communication, trust-building, team autonomy, shared services, AI adoption, and culture integration inside the broader KUKA group.

Olomouc
Alex a host: Roli ve francouzském filmu mi přineslo dětské skákání panáka, vzpomíná herečka Natálie Řehořová

Olomouc

Play Episode Listen Later Mar 19, 2026 28:19


Herečku Natálii Řehořovou můžete znát mimo jiné ze seriálů Volha či Kukačky. Nově se na Nově objevuje v Ulici. Zahrála si hlavní roli ve francouzském filmu a prošla si i slavnými divadly.

Plzeň
Alex a host: Roli ve francouzském filmu mi přineslo dětské skákání panáka, vzpomíná herečka Natálie Řehořová

Plzeň

Play Episode Listen Later Mar 19, 2026 28:19


Herečku Natálii Řehořovou můžete znát mimo jiné ze seriálů Volha či Kukačky. Nově se na Nově objevuje v Ulici. Zahrála si hlavní roli ve francouzském filmu a prošla si i slavnými divadly.

Sever
Alex a host: Roli ve francouzském filmu mi přineslo dětské skákání panáka, vzpomíná herečka Natálie Řehořová

Sever

Play Episode Listen Later Mar 19, 2026 28:19


Herečku Natálii Řehořovou můžete znát mimo jiné ze seriálů Volha či Kukačky. Nově se na Nově objevuje v Ulici. Zahrála si hlavní roli ve francouzském filmu a prošla si i slavnými divadly.

Mikä meitä vaivaa?
Käyttöliittymä (Jakso 134)

Mikä meitä vaivaa?

Play Episode Listen Later Mar 19, 2026 86:56


Veikka 1: Tasa-arvon kritiikkiä Minna Canthin päivänä! Autonomifeministit, ranskalaiset sukupuolieron ajattelijat ja Marx tarjoavat kolme syytä, miksi tasa-arvo ei riitä ja saattaa jopa peittää riistoa. Miten siirtyä tasa-arvosta myönteisiin eroihin? Pontus 1: Lammaskoira on uusi tieto-opillinen luokka. Edmund Gettierin Platon-vastaesimerkistä ja Harry Frankfurtin hevonpaskateoriasta ponnistava käsite kuvaa hämmentynyttä kokemusta tiedosta, joka ei ole totta eikä valhetta eikä hevonpaskaa. Lammaskoira on osittain totta mutta väärin kohdistunutta ja tarkoitusperiltään tunnistamatonta tietoa. Sosiaalinen media täyttyy tuhansista lammaskoirista, ja tuloksena on episteeminen uupumus. Pontus 2: Käyttöliittymä ei ole pelkkä tekninen kerros vaan kokemusten ennakkomuotoilija. Lukuaika-äpsien käyttöliittymä voitti paperikirjat, porno taas on käyttöliittymä joka muotoilee miesten suhdetta naisiin. Äärioikeisto tarjoaa politiikkaan eräänlaisen Spotifyn, eli kitkattoman käyttöliittymän, jossa jokainen ongelma palautuu yksinkertaiseen valintaan. Vasemmisto yrittää vastata sisällöllä, kun ongelma on käyttöliittymän rakenteessa. Voimmeko rakentaa parempia käyttöliittymiä, vai pitäisikö meidän purkaa niitä? Entä mikä on kitkan merkitys elämässä? Suosituksissa Mastodonin VNC Resolver -tili, Kelan tietopalvelu tietotarjotin.fi, Roland Barthesin Valoisan huoneen tuore suomennos, Patreon-jakso "Kuka pelkää vihaisia naisia?" sekä vasemmistopodcast-katsaus. Lehtikatsauksessa Raid-sarjan radikaali yhteiskuntakritiikki, tekoälyn sääntely ja Jani Volasen syvähaastattelu. Jaksossa mainittuja asioita: Emilia Männynväli: Raid oli radikaali ku.fi/digilehti/20260318/5445977 Miten tekoälyä tulisi säännellä ku.fi/digilehti/20260318/5445965 Emilia Männynväli: Kultasormi karkaa (Jani Volanen) ku.fi/digilehti/20260318/5445968 Edmund Gettier: "Is Justified True Belief Knowledge?" (1963) https://fitelson.org/proseminar/gettier.pdf Harry G. Frankfurt: On Bullshit Neil Levy: epistemic pollution VNC Resolver: https://fedi.computernewb.com/@vncresolver Kelan tietotarjotin.fi Roland Barthes: Valoisa huone + kääntäjien kirjoituksia https://holvi.com/shop/bokeh-kauppa/product/2cfe4fd8ab311dd0de375377ff6ee093/ Tilaa Kansan Uutiset: ku.fi/tilaa Mikä meitä vaivaa Patreon-lisäsisällöt: patreon.com/mikameitavaivaa

ent raid marx miten pontus tasa kuka jaksossa jakso kelan sosiaalinen spotifyn voimmeko emilia m minna canthin veikka
Vysočina
Alex a host: Roli ve francouzském filmu mi přineslo dětské skákání panáka, vzpomíná herečka Natálie Řehořová

Vysočina

Play Episode Listen Later Mar 19, 2026 28:19


Herečku Natálii Řehořovou můžete znát mimo jiné ze seriálů Volha či Kukačky. Nově se na Nově objevuje v Ulici. Zahrála si hlavní roli ve francouzském filmu a prošla si i slavnými divadly.

Ostrava
Alex a host: Roli ve francouzském filmu mi přineslo dětské skákání panáka, vzpomíná herečka Natálie Řehořová

Ostrava

Play Episode Listen Later Mar 19, 2026 28:19


Herečku Natálii Řehořovou můžete znát mimo jiné ze seriálů Volha či Kukačky. Nově se na Nově objevuje v Ulici. Zahrála si hlavní roli ve francouzském filmu a prošla si i slavnými divadly.

Karlovy Vary
Alex a host: Roli ve francouzském filmu mi přineslo dětské skákání panáka, vzpomíná herečka Natálie Řehořová

Karlovy Vary

Play Episode Listen Later Mar 19, 2026 28:19


Herečku Natálii Řehořovou můžete znát mimo jiné ze seriálů Volha či Kukačky. Nově se na Nově objevuje v Ulici. Zahrála si hlavní roli ve francouzském filmu a prošla si i slavnými divadly.

Henksun safka
Maun fysiologia

Henksun safka

Play Episode Listen Later Mar 19, 2026 33:39


Pauli lukee otteen vuoden 1826 ruokakirjasta Maun fysiologia. Miksi ensimmäinen lettu on aina zombie? Kuka keksi tarjota kanaviillokin kanssa mustaherukkahyytelöä? Viinien hinnoittelu ravintoloissa puhututtaa, sommelier Samuil Angelov tarjoaa vastauksia ja viinivinkit. Lopussa tutustutaan kinilawiin ja nypitään kuhasta ruotoja.

Brno
Alex a host: Roli ve francouzském filmu mi přineslo dětské skákání panáka, vzpomíná herečka Natálie Řehořová

Brno

Play Episode Listen Later Mar 19, 2026 28:19


Herečku Natálii Řehořovou můžete znát mimo jiné ze seriálů Volha či Kukačky. Nově se na Nově objevuje v Ulici. Zahrála si hlavní roli ve francouzském filmu a prošla si i slavnými divadly.

Pardubice
Alex a host: Roli ve francouzském filmu mi přineslo dětské skákání panáka, vzpomíná herečka Natálie Řehořová

Pardubice

Play Episode Listen Later Mar 19, 2026 28:19


Herečku Natálii Řehořovou můžete znát mimo jiné ze seriálů Volha či Kukačky. Nově se na Nově objevuje v Ulici. Zahrála si hlavní roli ve francouzském filmu a prošla si i slavnými divadly.

Region - Praha a Střední Čechy
Alex a host: Roli ve francouzském filmu mi přineslo dětské skákání panáka, vzpomíná herečka Natálie Řehořová

Region - Praha a Střední Čechy

Play Episode Listen Later Mar 19, 2026 28:19


Herečku Natálii Řehořovou můžete znát mimo jiné ze seriálů Volha či Kukačky. Nově se na Nově objevuje v Ulici. Zahrála si hlavní roli ve francouzském filmu a prošla si i slavnými divadly.

Alles auf Aktien
Lego-Fantasie bei Nvidia und der 2,5%-Angriff auf Trade Republic

Alles auf Aktien

Play Episode Listen Later Mar 17, 2026 26:33


In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Kahlschlag bei Meta, den Krisengewinner Bitcoin und das mögliche Ende der Quartalsberichterstattung. Außerdem geht es um Nebius, Meta, Micron, Sandisk, Western Digital, Dollar Tree, Dollar General, Circle Internet, UniCredit, Commerzbank, KUKA, Amazon, Microsoft, Alphabet, ABB, Uber, FANUC, ASML, Carl Zeiss Meditec, BlackRock und JPMorgan. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Majompercek
Igor Tudorból már nem lesz Vidor, de Kuka még lehet | Kötelező 4duló | S02E30

Majompercek

Play Episode Listen Later Mar 12, 2026 58:22


Niiranen ja Marjokorpi
Kuka pelkää Yhdysvaltain evankelikaaleja?

Niiranen ja Marjokorpi

Play Episode Listen Later Mar 11, 2026 27:16 Transcription Available


Vieraana TT Matti Kankaanniemi. Tutustu Kankaanniemen blogiin osoitteessa peleg.fi

The Jim Hill Media Podcast Network
Fast & Furious: From Street Racing Article to Universal Attraction (Ep.93)

The Jim Hill Media Podcast Network

Play Episode Listen Later Mar 6, 2026 45:49


Jim Hill and Eric Hersey kick off a packed episode of the Epic Universal Podcast while preparing for an upcoming trip to Universal Studios Hollywood. Along the way, they dig into current park news, new Wizarding World treats, and construction updates affecting CityWalk. The back half of the show dives deep into the surprising origin story of the Fast & Furious franchise and how it eventually made its way into Universal's theme parks.  NEWS • King Kong 360 3D on the Universal Studios Hollywood Studio Tour temporarily closes for refurbishment through March 14, meaning some guests may miss the massive Peter Jackson–inspired attraction sequence featuring Kong battling V-Rex dinosaurs. • Sidewalk and infrastructure construction is underway at Universal CityWalk Hollywood near the security checkpoint as the resort continues repositioning its entrance and preparing space for a future on-site Universal hotel. • Butterbeer Season expands across Universal parks worldwide, bringing themed treats like butterbeer waffles, cookie sandwiches, cupcakes, candy apples, and new merchandise including Butterbeer spirit jerseys. • Wizarding World snack lineup grows with new Hogwarts house-themed “ice lollies” (popsicles) available at Diagon Alley's Florean Fortescue's Ice-Cream Counter and the Hopping Pot area. • Jim and Eric discuss planning tips for first-time visits to Universal Studios Hollywood, including how the CityWalk layout and security process differ from Universal Orlando. FEATURE • The unexpected origin of the Fast & Furious franchise, inspired by a 1998 Vibe magazine article about illegal street racing in New York City. • How the first film's $38 million budget turned into a $200+ million worldwide hit and launched one of Universal's most valuable film franchises. • Why Vin Diesel initially refused to return for the sequel despite a $25 million offer and how the franchise nearly shifted direction without its biggest stars. • The surprising role Universal Home Entertainment played in pushing for additional sequels after massive DVD and VHS sales. • Early theme park integration of the franchise, including the short-lived Fast & Furious Extreme Close-Up Experience on the Universal Studios Hollywood tram tour. • How that stunt demonstration used early KUKA robotic arm technology, which later powered Harry Potter and the Forbidden Journey. HOSTS • Jim Hill - IG: @JimHillMedia | X: @JimHillMedia | Website: JimHillMedia.com • Eric Hersey - IG: @erichersey | X: @erichersey | Website: strongmindedagency.com FOLLOW • Facebook: JimHillMediaNews• Instagram: JimHillMedia• TikTok: JimHillMedia SUPPORT Support the show and access bonus episodes and additional content at Patreon.com/JimHillMedia. PRODUCTION CREDITS Edited by Dave GreyProduced by Eric Hersey - Strong Minded Agency SPONSOR Planning your next theme park vacation? The experts at Be Our Guest Vacations can help you plan the perfect trip to Universal Orlando, Universal Studios Hollywood, Disney destinations, cruises, and more. Get started today at BeOurGuestVacations.com and be sure to mention the Epic Universal Podcast. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Suomen F1 Podcast
S08E01 | KAUSIENNAKKO 2026

Suomen F1 Podcast

Play Episode Listen Later Mar 5, 2026 84:24


Pölyt mikrofonien päältä ja kausiennakon 2026 pariin. Kuka tulee voittamaan maailmanmestaruuden, ketkä tulevat olemaan kauden epäonnistujat sekä onnistujat? Siitä otetaan tässä jaksossa selvää. Tämä on Suomen F1 Podcast, tervetuloa jälleen mukaan! Seuraathan myösInstagram, Threads, X @suomenf1podcastTikTok @suomenf1pod

Pyöreä pöytä
Trumpin motiivi Iranissa - Kuka voittaa hoitoarvonnan? - Digiasiat omiin käsiin

Pyöreä pöytä

Play Episode Listen Later Mar 4, 2026 30:01


Juha Itkosta mietityttää uusin sota ja sen tarkoitusperät. Yhdysvallat ja Israel hyökkäsivät viikonloppuna Iraniin ja surmasivat maata vuosikymmeniä hallinneen ylimmän johtajan Ali Khamenein. Nyt tilanteen Persianlahdella pelätään laajenevan kansainväliseksi suursodaksi. Sodan seuraukset tulevat näkymään amerikkalaisten äänestäjien kukkarossa. Mitkä ovat Trumpin motiivit hyökkäyspäätöksen takana? Hilkka Olkinuora nostaa esiin viime aikoina tapetilla olleen keskustelun ns. ylihoidosta. Sairauden hoidon vaikuttavuus, hinta, potilaan ikä ja lääkärin päätäntävalta on vyyhti, johon lähes jokainen joskus törmää, omalla tai omaistensa kohdalla. Ja ainakin maksajana. Hän kysyykin kanssakeskustelijoilta: Jos sairastuisit vakavasti nyt, olisitko turvallisin mielin. Entä 75-vuotiaana? Anu Koivunen nostaa pöytään digitaalisen itsenäisyyden. Asian tiimoilta on tehty kansalaisaloite, johon kerätään paraikaa allekirjoituksia. Onko Suomen mahdollista irtautua riippuvuudesta yhdysvaltalaisiin pilvipalveluihin vai onko se utopiaa? Entä onko kansalaisten asia huolehtia siitä, missä Kelan tai Verohallinnon data on tai millaisten palveluntarjoajien kanssa valtio ja muu julkinen sektori tekee sopimuksia?

israel asian jos ent nyt mitk kuka siin kelan trumpin yhdysvallat onko suomen iranissa anu koivunen verohallinnon hilkka olkinuora
CANCELLED ❌
ASÍ ACABARON con el SOCIALISMO en ARGENTINA ❌ MARIANO PÉREZ

CANCELLED ❌

Play Episode Listen Later Feb 22, 2026 207:44


En este episodio charlaremos con Mariano Pérez sobre la evolución que ha llevado Argentina con Javier Milei y cómo ha vivido el cambio desde los inicios de La Libertad Avanza.

Tech Deciphered
73 – Infrastructure… The Rebirth

Tech Deciphered

Play Episode Listen Later Feb 11, 2026 46:27


Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

Random Finnish Lesson
Tiina-Maria Syrjämäki kertoo, millaista on laulaa oopperakuorossa

Random Finnish Lesson

Play Episode Listen Later Jan 10, 2026 21:56


Haastattelen Tiina-Maria Syrjämäkeä, joka laulaa Jyväskylän Oopperan oopperakuorossa. Voit nähdä Tiina-Marian Lucia di Lammermoor -oopperassa sunnuntaina 11.1., lauantaina 17.1. ja lauantaina 25.1. https://jyvaskylanooppera.fi/lucia-di-lammermoor/ Kuva: Matias Jämsén Katso video YouTubessa: https://youtu.be/cV_E5C0tnuE?si=Uhf1nGrkdLiUGi1y Videossa on tekstitys. Kysyin Tiina-Marialta nämä kysymykset: 1. Kuka olet ja mitä teet? 2. Miten päädyit Jyväskylän oopperakuoroon? 3. Millainen ooppera Lucia di Lammermoor on? 4. Millainen harjoitusprosessi oli? Miten tämä eroaa edellisistä oopperoista, joissa olet ollut mukana? 5. Mitä kaikkea teet lavalla? 6. Mihin kannattaa kiinnittää huomioita, kun tulee katsomaan oopperaa?

Podcast de Juan Ramón Rallo
El riesgo país de Argentina cae a mínimos de 2018 gracias a la desaparición del riesgo kuka

Podcast de Juan Ramón Rallo

Play Episode Listen Later Dec 18, 2025 13:49


Argentina sigue mejorando sus condiciones de financiación gracias a que el kirchnerismo cada vez es más irrelevante. Hosted on Acast. See acast.com/privacy for more information.

Random Finnish Lesson
Vieraana Friederike Lüpke

Random Finnish Lesson

Play Episode Listen Later Nov 24, 2025 30:37


Tänään minulla on vieraan a Friederike Lüpke. Kysyin Friederikeltä nämä kysymykset: 1. Kuka olet ja mitä teet? 2. Miten päädyit opiskelemaan afrikkalaisia kieliä? 3. Milloin muutit Suomeen ja millaista se oli? 4. Miten olet opiskellut suomea? 5. Mitä haluaisit sanoa toisille suomen kielen oppijoille? 6. Mitä haluaisit sanoa suomen kielen opettajille? 7. Mitä tykkäät tehdä Suomessa marraskuussa ja joulukuussa? Linkkejä: Helsingin Seudun Lapinkävijät: https://www.lapinkavijat.fi/ Helsingin Melojat: https://www.helsinginmelojat.fi/ Kulttuurisauna: https://kulttuurisauna.fi/ Löylykontti: https://www.loylykontti.fi/en Mari Nikosen suomen kielen kurssit: https://askafinnishteacher.com/finnish-courses.html Hanna Männikkölahden selkomukautukset: https://www.privatefinnishlessons.com/selkokirjat

Manufacturing Hub
Ep. 233 - From Controls to Full-Scale Robotics Integration How Bright IA Leads in Automation

Manufacturing Hub

Play Episode Listen Later Oct 30, 2025 78:25


In this episode of Manufacturing Hub, hosts Vladimir Romanov and Dave Griffith sit down with Davide (David) Pascucci, founder of Bright IA (https://brightiatx.com/), for an in-depth conversation about what it truly takes to build, grow, and succeed in the world of robotics integration and industrial automation.Davide shares his incredible journey from Italy's oil and gas sector to leading one of Texas's most promising automation firms. His story highlights the reality of moving from traditional controls work to full-scale robotics integration. Listeners will learn how his company evolved from small local projects into complex manufacturing solutions involving welding cells, painting robots, and palletizing systems used across multiple industries including food and beverage, fabrication, and renewables.The discussion explores how system integrators can strategically position themselves in the modern automation ecosystem. Davide explains the importance of vendor relationships, revealing how open collaboration with companies like Fanuc and KUKA helped his firm grow while avoiding common pitfalls faced by new integrators. He provides practical insights into how to evaluate robot brands, manage the mechanical design and safety aspects of projects, and find the right balance between in-house engineering and subcontracting work.Listeners will also hear a detailed perspective on the Texas manufacturing landscape, where oil and gas still dominate but are now accompanied by a new wave of innovation from defense, aerospace, semiconductor, and AI-driven industries. Davide explains how these shifts are creating a demand for flexible automation and robotics expertise across the region.A large portion of the conversation focuses on the real-world challenges that come with integrating robots on the factory floor. Davide talks about dealing with customers who insist on collaborative robots when industrial robots are better suited for the job. He describes how simulation and digital twin tools can help demonstrate cycle times and prove system capabilities before implementation. His transparency about pricing, quoting, and project management makes this a must-listen episode for anyone looking to understand the business side of integration, not just the technical aspects.The episode also explores how smaller robotics firms can collaborate with European and Asian OEMs that are entering the North American market. Davide shares the lessons he learned when working with foreign manufacturers, emphasizing that support, spare parts, and local presence are often more valuable than price alone. His advice is invaluable for early-stage integrators trying to evaluate new partnerships or decide which technologies to adopt.As the conversation continues, Davide, Vlad, and Dave discuss what the future holds for robotics integration. Davide predicts an explosion of applications over the next few years, driven by manufacturing reshoring, labor shortages, and advancements in AI and simulation. He believes that companies who fail to automate will simply be left behind. His message to manufacturers is clear: whether you like it or not, automation will be necessary to stay competitive.Listeners will also appreciate Davide's insights into workforce development and training. He believes that plant operators and technicians must reskill to remain relevant in a world where machines are becoming smarter and more autonomous. He shares inspiring stories of training shop floor workers to operate robots with confidence and how empowering end users ultimately makes integration projects more successful and sustainable.Toward the end of the episode, the group reflects on what it means to build a modern systems integration business. Davide shares lessons on quoting, scaling a team, developing repeatable processes, and thinking strategically about products versus projects. His perspective highlights the difference between being a contractor and building a true business that can scale and create long-term value.Finally, the conversation closes with book recommendations that have shaped Davide's thinking, including Extreme Ownership by Jocko Willink, Buy Back Your Time by Dan Martell, and of course, the timeless lessons found in The Bible. These selections capture the mindset of a leader who believes in responsibility, efficiency, and personal growth.If you are an engineer, systems integrator, plant manager, or decision-maker in manufacturing, this episode will give you a firsthand look into the future of robotics integration. It will help you understand how to evaluate partners, manage projects, and prepare your organization for the next generation of automation.Timestamps00:00 Introduction and overview of the Systems Integrator theme 03:00 Davide's journey from Italy to Texas and his shift from oil and gas to robotics 06:00 How Automation Stars of Texas was created and what the event represents 07:30 The Texas manufacturing ecosystem and opportunities in automation 10:00 Transitioning from traditional controls work to robotics integration 12:00 The learning curve of programming robots and managing motion systems 16:00 Deciding when to specialize versus subcontracting mechanical and electrical work 19:00 Lessons from growing Bright IA and balancing costs, scope, and risk 21:00 Building strong relationships with robot manufacturers such as Fanuc and KUKA 26:00 The importance of vendor support and collaboration for small integrators 29:00 Managing CAD and mechanical design in robotics projects 33:00 The reality of collaborative robots compared to industrial robots 36:00 Evaluating low-cost robotic arms and the trade-offs of price versus support 41:00 How simulation and digital twins improve quoting and validation 48:00 Why some robotics projects fail and how to recover or redesign them 52:00 Working with European and Asian OEMs and lessons in market adaptation 58:00 Advice for new integrators on partnerships, quoting, and strategy 01:04:00 Predicting the future of robotics and automation in the next three years 01:07:00 Career advice for engineers looking to transition into robotics 01:11:00 Book recommendations and leadership lessons 01:13:00 Davide's vision for new robotic product development and AI applicationsBooks Mentioned Extreme Ownership – Jocko Willink and Leif Babin Buy Back Your Time – Dan Martell The BibleGuest Davide (David) Pascucci Founder and President, Bright IA Website: https://brightiatx.com/ LinkedIn: https://www.linkedin.com/in/davidepascucci/Bright IA is an automation and robotics integration firm based in Texas, providing complete engineering solutions for manufacturing environments, including welding systems, palletizing, safety integration, and industrial control design.Hosts Vladimir Romanov – Founder of Joltek (https://www.joltek.com), Electrical Engineer, Consultant, and Co-Host of Manufacturing Hub Dave Griffith – Founder of Dave Griffith C...

Tuplakääk
13. Weekly bite: Lily Allenin lurjus exä, Katy Perry & Justin Trudeau, Chris & Sophie, Leon leffa

Tuplakääk

Play Episode Listen Later Oct 28, 2025 19:58


Lily Allen ei tod säästele sanojaan! Lily Allen julkaisi kokonaisen albumillisen yksityiskohtaista selostusta sen erosta näyttelijä David Harbourista. Siis huhhuh, nyt on revenge-albumi! Mikä on pussy palace? Kuka on Madeleine? Millasen viestin David lähetti Lilylle ensi-illan bäkkärille? Katy Perry ja Kanadan ex-pääministeri Justin Trudeau hard launchasivat suhteensa. Talking about a rebound! Siis seukkaako Coldplayn Chris Martin ja Sansa Stark eiku Sophie Turner? Jakso sisältää myös Leonardo DiCaprion uuden One Battle After Another -leffan arvion! * Tämä on vain osa Tuplakääkin tämän viikon jaksosta. Koko jakson pääset kuuntelemaan Podmesta ilman mainoksia ja sieltä löytyy myös rutkasti aiemmin julkaistuja jaksoja viime vuosilta. Jos ja kun haluat kuunnella lisää, mene osoitteeseen podme.com.

Micro Mundos
Los argentinos rescatan a Milei

Micro Mundos

Play Episode Listen Later Oct 27, 2025 43:09


Contrariamente a lo que pensaron muchos, el presidente Javier Milei salió muy fortalecido en las elecciones de medio término. Esta vez no fue ni Donald Trump ni Scott Bessen quienes rescataron a Milei: fueron los argentinos que volvieron a apostar a un gobierno que había perdido el rumbo.Contra todos pronósticos, el presidente Milei sale fortalecido con un horizonte político despejado. El riesgo Kuka dejó de existir, el Congreso ya no será un problema para las reformas que piensa llevar a cabo y los gobernadores, después del triste papel que hicieron, seguramente se volverán dóciles. Además, después de la victoria, Trump seguirá apostando por la Argentina y probablemente Besset siga comprendo pesos mientras sea necesario. Ahora, todo depende de Javiewr Milei. ¿Por qué volvió a ganar? ¿Qué mensaje le dieron los argentinos a la oposición? ¿Y qué viene ahora, con un Congreso más alineado con el oficialismo?En este episodio de Micro Mundos, Martín Pitton analiza el resultado electoral, el rol del peronismo, la estrategia de la Casa Rosada y el futuro inmediato de la política argentina.Entrevistamos al consultor político Carlos Fara

Business of Machining
#430 Tough days

Business of Machining

Play Episode Listen Later Oct 3, 2025 46:50


Topics: Tough days CMTS tradeshow Selling machines and building the shop Gorilla Stand micro adjustment Kuka arm rubber scraper: https://www.youtube.com/watch?v=ZS4Bpr2BgnE Influencer marketing

Random Finnish Lesson
Vieraana suomenopettaja Anna Lindgren, joka kertoo Suomesta japanilaisille

Random Finnish Lesson

Play Episode Listen Later Oct 2, 2025 17:59


Tässä jaksossa minulla vieraana suomenopettaja Anna Lindgren. Kysyin Annalta nämä kysymykset: 1. Kuka olet ja mitä teet? 2. Miten innostuit Japanista ja japanin kielestä? 3. Millaista oli opiskella japania Helsingissä? 4. Mikä on japanin kielessä helppoa ja vaikeaa? 5. Oletko asunut Japanissa? 6. Mitä teit siellä? 7. Millaista sisältöä teet Instagramiin? 8. Mitä haluaisit kertoa suomalaisille Japanista? 9. Mitä japanilaisia tapoja haluaisit tuoda Suomeen? 10. Missä haluaisit olla viiden tai kymmenen vuoden kuluttua? Annan tilejä sosiaalisessa mediassa: - Instagram: https://www.instagram.com/finlandtraveltips/ - Tiktok: https://www.tiktok.com/@finlandtraveltips - Youtube: https://www.youtube.com/channel/UC6SY2QKJjsCRuzWUgQ9w3Ww - Annan japaninkielinen blogi Suomesta: http://blog.livedoor.jp/finrandonikite/ - Annan suomenkielinen blogi Japanista: https://japaninmatkaaja.wordpress.com/

Blízká setkání
Scenárista Coufal: Seriál Kukačky je z mého života. I mě v porodnici zaměnili

Blízká setkání

Play Episode Listen Later Sep 29, 2025 35:42


„Jako scenárista stojíte pořád na startu. To, co funguje na papíře, totiž nemusí fungovat na obraze. Navíc, člověk je úspěšný jen tak, jako jeho poslední věc. Když se nepovede, je to prostě smůla,“ říká scenárista Jan Coufal, autor mimo jiné seriálů Zlatá labuť, První republika nebo nejnověji Polabí. Do svých scénářů otiskuje i vlastní životní zkušenosti. „Jak jde život se mnou, tak se vyvíjejí i moje postavy.“Všechny díly podcastu Blízká setkání můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Host Lucie Výborné
Barešová: Když vás srdce vede uměleckým směrem, těžko se tomu odolává. Krize jsou součástí herectví

Host Lucie Výborné

Play Episode Listen Later Sep 8, 2025 33:49


„Prvních 12 let herecké kariéry mi nedocházelo, že to je kariéra,“ usmívá se herečka Národního divadla a nositelka Ceny Thálie, známá také ze seriálu Kukačky, minisérie Podezření nebo z filmu Krajina ve stínu. „Krize jsem zažila hned po škole. Budou přicházet a odcházet pořád, je to součástí uměleckého a hereckého života,“ poznamenává.Všechny díly podcastu Host Lucie Výborné můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Demolisten
Track 264: Petty Vigilantism

Demolisten

Play Episode Listen Later Jun 4, 2025 103:40


Against the wall, technomancers. Intro Music: Guinea Kid- With A Nail Submit music to demolistenpodcast@gmail.com. Become a patron at https://www.patreon.com/demolistenpodcast. Leave us a message at (260)222-8341 Queue: Destruxion America, Staticlone, Ectospire, Starly Kind, Mengzhumeng, Kuka'ilimoku, Cult Dialect, Bad Beat, Cherub Chains, E.A.G.L.E. https://unlawfulassembly.bandcamp.com/album/destruxion-america-gritos-norte-o https://staticlone.bandcamp.com/album/better-living-through-static-vision https://ironfortressrecords.bandcamp.com/album/spiritual-dismemberment https://mengzhumeng.bandcamp.com/album/social-reintegration-demo-2 https://kumysticism.bandcamp.com/album/creation-chant