Podcasts about Layer

AGENDA: 00:04 China's Kimi and Qwen Put Frontier AI on Notice00:08 Washington Debates Whether Chinese AI Models Should Be Banned 00:17 Can America Build a Profitable Open-Weight AI Champion? 00:21 OpenRouter's Moment: Is This the Perfect Time to Sell? 00:31 Fireworks' $1.5B Raise Signals the Real AI Money Is in Infrastructure 00:39 Why Every Great AI App May Need to Build Its Own Model 00:50 Stripe's Bold Play to Buy PayPal 01:01 The AI Funding Frenzy: Why Late-Stage Venture Is Winning 01:12 Nuclear Startups Go Wild While Databricks and Stripe Stay Private 01:15 The AI Supply Chain War: TSMC, ASML, DRAM—and Nvidia's Next Move  

In today's show Chas and David peek into the future of virtual reality surfing to feel the sensation of JJF's carve at Margs and calculate what is lost in the journey, they articulate precisely where and when the backside Windshield Wiper can and should be used, long for the return of the Floater, give Meola and Layer their due applause a decade too late, learn why Gerry doesn't have time for Pipeline, and resist the return of Y2K. Plus Barrel or Nah?! Enjoy!

Can blockchain do more than make rich people argue on the internet? In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Erai Beckmann, founder of Peace Through Trade, to talk about a much bigger use case for blockchain, AI, and cryptocurrency: global trade that creates trust, financial access, and maybe even less fighting between humans. Wild concept, apparently. Erai breaks down why trade has historically been one of the strongest tools for reducing conflict, how blockchain can open doors for people left out of traditional finance, and why Peace Through Trade is building a legal, sustainable Layer-1 Proof-of-Work blockchain with real-world use in mind.  The conversation covers regulation, energy use, stablecoins, government trust, environmental impact, and the giant gap between hype coins and technology built to last.  

In this episode, Alexander Cutler, CEO of Dromos Labs, shares insights on DeFi, Layer 2 solutions, and the future of on-chain finance, focusing on the success of Aerodrome and Velodrome on Base and Ethereum. Discover how strategic choices and innovative tokenomics are shaping the future of decentralized exchanges and the broader on-chain economy.Check Out Scribe: Scribe.how/CRYPTO101Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out NPR: https://npr.orgGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Introduction and guest background01:30 The evolution of Dromos Labs and platform choices04:00 Alexander's journey into crypto and DeFi07:00 Success story of Velodrome and Aerodrome on Optimism and Base14:05 The strategic focus on Base and Ethereum17:49 Layer 2 solutions and their role in Ethereum's future23:03 The vision of 10% of global GDP on-chain28:01 Regulatory clarity and institutional adoption34:01 Security, decentralization, and protocol design46:58 The Aero tokenomics and revenue flywheel53:57 Upcoming updates and closing remarksSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Scribe and use my code Scribe.how/CRYPTO101 for a great deal: https://scribe.com/Crypto101* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode, Dr. K reacts to a viral ADHD skit to break down what the internet frequently gets wrong about the condition. Moving beyond surface-level symptoms, he explains the neurobiology of time blindness, why high-stakes pressure paralyzes the neurodivergent mind, and how to actually build discipline by severing the link between action and impulsivity. What to expect in this episode: The Viral Assessment: A breakdown of a relatable skit covering tardiness, forgotten hobbies, and dead plants, and why focusing only on the struggles of ADHD ignores the nuance of how to actually fix them. Time Blindness Mechanics: How ADHD impairs the internal biological clock, preventing the brain from subconsciously gathering data on how long tasks take, which makes daily planning nearly impossible. Sensory Organization: Why people with ADHD must stop relying on "neurotypical" memory strategies and instead build rigid sensory systems—like the rule to "don't put it down, put it away". Suppressing Bodily Signals: How hyperfocus causes individuals to ignore basic needs like thirst or hunger until they are starving, leading to highly impulsive and unhealthy choices when they finally take a break. The Avalanche of Guilt: How a simple mistake (like forgetting a friend's birthday for seven years) instantly triggers emotional dysregulation, transforming a missed task into the deep-seated belief that "I am a fundamentally bad person". Meds vs. Therapy: Why stimulant medication only treats the primary symptoms of ADHD (Layer 1), while psychotherapy is equally necessary to heal the broken identity and low self-esteem (Layer 2) that build up over a lifetime. The High-Stakes "Lockdown": Why elevating the pressure or importance of a task—which typically motivates neurotypical people—often causes individuals with ADHD to freeze or completely shut down due to emotional overwhelm. The Secret to Follow-Through: Why the key to finishing a project is actually learning not to start it on a whim, as the exact same frontal lobe circuit that restrains impulsive excitement is responsible for deliberate, long-term discipline. Dr. K's NEW Guide to Love, Sex, & Relationships is here! Order now: https://bit.ly/4dO3x0VHG Coaching : https://bit.ly/46bIkdo Dr. K's Guide to Mental Health: https://bit.ly/44z3SztHG Memberships : https://bit.ly/3TNoMVf Products & Services : https://bit.ly/44kz7x0 HealthyGamer.GG: https://bit.ly/3ZOopgQ Learn more about your ad choices. Visit megaphone.fm/adchoices

AWS Morning Brief for the week of July 20th, with Corey Quinn. Links:Amazon CloudWatch Logs announces intelligent tiering for storageAmazon Cognito now supports importing users with password hashesIntroducing Amazon GuardDuty AI Protection for AWS AI workloadsAWS Organizations now applies account departure security controls by default for new organizations created via AWS Organizations consoleAWS Lambda announces self-managed code storageAmazon S3 removes 30-day minimum for transitions to S3 Standard-IA and S3 One Zone-IAAmazon SQS turns 20: Two decades of reliable messaging at scaleAnnouncing Lambda MicroVMs: serverless compute environments with VM-level isolation and near-instant startupEliminating Java cold starts with AWS Lambda Managed InstancesIntroducing open source Bulk Executor for Amazon DynamoDBAutomating CIDR expansion: Reducing IP exhaustion downtimeSetting up Layer 2 Networking on Amazon EC2Security Hub adds AI workload protection and multicloud support for Microsoft AzureFive CVEs and the Agentic AI Security Reckoning

In this podcast, Jandevman gives us an overview of what they do at Liquidy, how the project originated, and how they ended up building on THORChain.Swap now https://swap.thorchain.org/THORChain is a decentralized crypto exchange. THORChain is the first and biggest DEX for Bitcoin. You can use any self custody wallet to swap and there's no KYC required.Timestamps:00:00:00 Intro00:02:00 Kenton update — Keplr should be working! More integrations are coming!00:03:00 Affiliate page widget is ready for testing00:04:00 Air Canada story00:06:00 Jandevman introduction00:10:00 What was so different about Kujira that attracted you to it?00:13:00 Jandevman rebuilt everything from scratch00:16:00 Treasury discussion — what were the assets?00:17:00 What was MantaDAO?00:19:00 Website walkthrough00:21:00 Valuation breakdown — comparing Liquidy to TradFi00:23:00 Kenton explains NAV and asks about redemptions00:24:00 Financial reports and analytics breakdown00:26:00 Expense breakdown00:27:00 Revenue sources00:29:00 Governance process breakdown00:30:00 Simple majority or supermajority?00:31:00 Veto power through a multisig00:32:00 Bonk comparison00:36:00 Raising external capital?00:38:00 Growing the treasury00:39:00 How does market making work?00:43:00 Why isn't the LQDY token on the base layer?00:45:00 How many wallets support secured assets?00:47:00 Which other wallets should support secured assets?00:48:00 What other financial primitives will LQDY be involved in?00:52:00 Will LQDY get involved in lending?00:55:00 What other assets will be acquired?00:56:00 What about Auto Rujira?00:57:00 Liquidity swap router breakdown00:59:00 What's the difference between the swap router on Rujira and LQDY?01:02:00 Comparing different liquidity pools01:07:00 Will redacted functionality be available?01:09:00 bRUNE breakdown01:11:00 What is a good APY for users?01:13:00 Will STO use the LQDY API?01:15:00 Is there anything else you'd like to add?01:18:00 Transparency discussion01:19:00 Proposal discussion01:22:00 Everything is on-chain01:27:00 Thoughts on inflation01:30:00 The model is beautifully simple01:33:00 We need to do this again!01:34:00 Conclusion

If you’ve ever felt that nagging sense that the South Australia you were promised at the ballot box isn’t quite the one being delivered, this episode is for you. Stewart Sweeney arrived in Adelaide in 1975 to work inside the Dunstan government’s industrial democracy unit, and fifty years later he’s applying that same insider’s eye to a premier he believes is running the tobacco industry’s old doubt-sowing playbook against the citizens fighting to save the Park Lands. It’s a long, unhurried conversation – fitting, Steve notes, for an episode built around a Negroni “made to be sipped slowly and savoured.” On that note, before the main event, in the SA Drink Of The Week, Alexis and Tina Cattley – the show’s resident cocktail authorities – put Never Never’s Panettone Negroni through its paces, fresh off its win as World’s Best Contemporary Cocktail at the 2026 World Drink Awards in London. And in the Musical Pilgrimage, Adelaide music legend John Schumann returns with the Vagabond Crew to perform and unpack “Rag-tag Extremist Blues,” the song born directly from Malinauskas’ now-infamous put-down of Park Lands protesters. You can navigate episodes using chapter markers in your podcast app. Not a fan of one segment? You can click next to jump to the next chapter in the show. We’re here to serve! The Adelaide Show Podcast: Awarded Silver for Best Interview Podcast in Australia at the 2021 Australian Podcast Awards and named as Finalist for Best News and Current Affairs Podcast in the 2018 Australian Podcast Awards. And please consider becoming part of our podcast by joining our Inner Circle. It’s an email list. Join it and you might get an email on a Sunday or Monday seeking question ideas, guest ideas and requests for other bits of feedback about YOUR podcast, The Adelaide Show. Email us directly and we’ll add you to the list: podcast@theadelaideshow.com.au If you enjoy the show, please leave us a 5-star review in iTunes or other podcast sites, or buy some great merch from our Red Bubble store – The Adelaide Show Shop. We’d greatly appreciate it. And please talk about us and share our episodes on social media, it really helps build our community. Oh, and here’s our index of all episode in one concisepage. Running Sheet: Rag-Tag Extremists 00:00:00 Intro Introduction 00:04:32 SA Drink Of The Week There SA Drink Of The Week this week is Never Never Panettone Negroni. Steve, self-declared “Negroni newbie,” calls in reinforcements for this one: returning cocktail experts Alexis and Tina Cattley, last on the show refereeing a Crows-versus-Power gin showdown. They start with a reference Negroni built by Alexis from Never Never triple juniper gin, a Ruby Bitter in place of Campari, and a small-batch Rosso vermouth from David Franz, north of Adelaide – a drink Steve describes as landing “like a cloud-like pillow,” with a gentle bitter-orange finish. Tina, a self-described “Negroni naysayer” put off by Campari’s bitterness, finds herself won over by how the flavours linger and play off one another. Then comes the star of the segment: Never Never’s bottled Panettone Negroni, fresh from being crowned World’s Best Contemporary Cocktail at the 2026 World Drink Awards in London, and born behind the bar of the brand’s McLaren Vale distillery door before going nationwide. Built from triple juniper gin, a bitter citrus aperitif, sweet vermouth, aged muscat, orange liqueur, rye distillate and vanilla bean, it lands as something else entirely – “IMAX Christmas cake inside my mouth,” in Steve’s words. Alexis reckons it’s the perfect entry point for Negroni sceptics and a ready-made Christmas gift (buy two bottles, he warns – one won’t survive the wait), while Tina, newly vindicated in her Campari aversion, likens it to a sherry or port with all the spiced-cake flavour of the season, minus the traditional Negroni’s lingering bitterness. 00:18:51 Stewart Sweeney Stewart Sweeney has spent fifty years watching power slip loose from democratic control, and he’s watched a lot of it from the inside. In January 1978 he was working inside the Premier’s department when Don Dunstan sacked his own police commissioner over the Salisbury affair – a decision a Royal Commission later vindicated. Nearly fifty years on, Steve posits that the shoe is now on the other foot: where Dunstan acted because he felt deceived by an official, he contends today’s citizens are the ones being deceived, by a premier “savaging our Parklands for a golf tournament and a motorcycle race.” Sweeney’s own arrival in South Australia is a story in itself. A Glaswegian socialist who’d been coaching tennis in upstate New York and found himself unexpectedly unemployed back in Scotland, he stumbled into a tutoring job at the University of Tasmania, landed – almost by accident – in the middle of the Lake Pedder fight, and was introduced to the Democratic Labor Party within his first week in the country by his next-door neighbour, a young Gerard Henderson. From there it was a short hop to Adelaide and Don Dunstan’s Unit for Industrial Democracy, where Sweeney worked alongside economist Phil Bentley on an initiative to bring worker participation into South Australian workplaces – and where, as a footnote that says a great deal about how political communication has evolved, a young Mike Rann landed his very first Adelaide job doing media for the unit. Steve puts it to Sweeney that this early media training was the first real sign of rot in the system – the moment premiers became unreachable, hiding behind stage-managed doorstops instead of being interviewed. Sweeney doesn’t fully disagree, though he tempers it: whatever else came of it, Rann’s genuine gift was for writing speeches fast and communicating big-picture ideas clearly, “sort of decades before AI.” The conversation’s sharpest edge comes when Steve puts the government’s own numbers to Sweeney: the premier’s claim that only 585 of the Park Lands’ roughly 9,000 trees are affected by the disputed golf and motorsport development, against Park Lands management’s markedly different tally. Sweeney names the mechanism he believes is at work – the doubt strategy pioneered by the tobacco industry against the medical evidence on smoking. You don’t need to win the argument, he explains – you just need to plant enough doubt to keep people from acting on their convictions. Layer social media on top of that old tobacco-industry trick, he argues, and doubt becomes exponentially more powerful. Steve adds a live example of his own: an anti-protester Facebook page mocking demonstrators as “NIMBYs,” liked by the premier and half his ministry, that nobody in Labor will admit to running. None of this is abstract history for Sweeney – he’s a park guardian for Park 11 North, and he brings real texture to what’s actually at stake. He unpacks his argument that Adelaide’s Park Lands and squares are treated as “available” land rather than civic inheritance – fenced off for events for weeks at a time, repeatedly re-turfed and re-fenced in what he calls an annual cycle of “fence, event, repair” – and traces the intellectual lineage of the neoliberal thinking now driving those decisions back to a 1949 gathering in Switzerland convened by Friedrich Hayek. He also charts how a shrinking, disciplined leadership pipeline – what he only half-jokingly calls “Farrellism,” after Senator Don Farrell – has narrowed South Australian Labor’s internal debate at exactly the moment its base is most restless, evidenced by the wave of Adelaide residents telling him online, in effect, “I loved Peter Malinauskas, but now I hate Peter Malinauskas.” Sweeney closes on a note that’s more hopeful than the rest of the conversation might suggest. Reaching for the “world systems” thinking that has shaped his outlook for three decades, he reminds listeners that empires, ideologies and premierships all eventually give way to something else – pointing to the radical London reformers who dreamed up the idea of Adelaide in the first place, and to public servant Wainwright, whose ideas quietly transformed the Playford-era economy, as proof that a handful of good ideas, patiently pursued, can still redirect a small regional economy like ours. Further articles by Stewart Sweeney Manufacturing Doubt: Peter Malinauskas’s Political Weapon Think “outside the fence” Power without power: Is Farrellism Labor’s solution or its problem? Productivity is the symptom. Rentier capitalism is the disease 01:45:23 Musical Pilgrimage In the Musical Pilgrimage this week we listen to Rag-Tag Extremist Blues by John Schumann & The Vagabond Crew. The episode closes with John Schumann and the Vagabond Crew performing “Rag-Tag Extremist Blues” – a song that exists purely because Peter Malinauskas dismissed Park Lands protesters with that exact phrase. Schumann, a good deal more measured these days than in his fiery Redgum years, tells Steve he “grabbed it and expanded on it,” deliberately framing his cast of extremists as ordinary South Australians: a retired teacher, a war veteran, taxpaying citizens who’ve never broken a rule in their lives. He’s candid that his fear is less about the golf course – “that boat’s sailed” – and more about the MotoGP development still to come, and about a public whose attention span, he admits, will inevitably wane long before the next election. Streaming and download proceeds go directly to the Adelaide Park Lands Association, and the band will donate part of every ticket sold for their show at The Gov on 29 August to the same cause. Link to all things John Schumann including links to upcoming shows and musicSupport the show: https://theadelaideshow.com.au/listen-or-download-the-podcast/adelaide-in-crowd/See omnystudio.com/listener for privacy information.

What's actually working in decorated apparel right now? And what's quietly hurting your margins? In this episode, two leading experts break down the biggest challenges shops are facing today, from production hurdles and pricing pressure to evolving trends in heat printing and promo. Expect straightforward answers, practical strategies you can use right away, and a chance to get your own questions answered live.Connect with STAHLS':FacebookHeat Press for Profit Facebook GroupInstagramYouTubeTikTokLinkedin

Tony Holdstock-Brown is the co-founder and CEO of Inngest, the durable execution platform that quietly powers your favorite AI agents.We get into why agents work in a demo and die in production, building their own cloud to get 20x lower cost, growing 35x after AWS and Cloudflare copied them, growing a dev tools company without a personal brand or Twitter account, why he thinks evals today are like “asking the criminal if they committed the crime”, and the thing they built to score 100% of your production agents without paying for LLM as a judge.Thank you to Numeral, Flex, Amplitude, Merge, and Monaco for supporting this episode.Numeral: Sales tax on autopilot https://www.numeral.comFlex: Premium banking, 60-day credit, 0% APR https://home.flex.one/referral/bananacapitalAmplitude: AI analytics https://www.amplitude.comMerge: Every model, one API https://www.merge.dev/turnerMonaco: The revenue engine for startups https://www.monaco.com/Timestamps:(0:00) The hidden infra layer every AI agent runs on(1:46) Building complex chains of logic(3:31) Why agent SDK's don't go far enough(4:49) Healthcare was the original event-driven nightmare(6:32) Storing traces on your infrastructure enables self-improving loops(14:26) Why Inngest was already in the right place for AI(15:49) Score agents off product events, not LLM's(17:31) The OpenAI copy-paste signal(21:24) Swap in LLMs and cut costs 20x(23:44) How customers pulled the product forward(25:41) Orchestration belongs outside the sandbox(29:48) Building a neocloud to cut costs 20x(32:09) Most neoclouds just resell AWS(32:54) All AI infrastructure is converging(34:49) Why Claude can't just build your backend(36:44) How to build a software factory(39:12) Agents are a lottery you get addicted to(42:44) Loops must exist until AGI hits(45:38) If models keep getting better, why orchestrate?(48:28) When incumbents steal your features(52:30) Why you can't vibe code infrastructure(55:54) Why Tony has no personal brand(59:38) Dev tools GTM without Twitter(1:03:20) Lessons from the founder of DuckDuckGo(1:10:39) Truth as a company value(1:13:08) Taking too long adapting to AI(1:15:10) Startups are 100% R&D(1:17:19) Ali from Databricks(1:19:03) Writing his own code, Voice-to-text with local models(1:23:53) Evals are batshit insaneReferencedInngest: https://www.inngest.com/Principles by Ray Dalio: https://www.amazon.com/dp/1501124021?lv=shuf&channelId=500&plpRedirect=mhFallbackTraction - How Any Startup Can Achieve Explosive Customer Growth: https://www.amazon.com/dp/1591848369?lv=shuf&channelId=500&plpRedirect=mhFallbackFollow TonyTwitter: https://x.com/itstonyhbLinkedIn: https://www.linkedin.com/in/tonyhb/Follow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

Hannah Dasher is a country music star and author of the new cookbook Stand By Your Pan, named after her super popular cooking videos enjoyed by her millions of TikTok and Instagram followers. Hannah's house in Nashville is a 1970s time capsule and her kitchen is an avocado green dream, stocked with nostalgic, vintage cookware, including the Tupperware so many of our moms bought at parties. It's Tupperware's 80th birthday, and the iconic plastic bowls, not to mention the Tupperware parties, found their place in the American Zeitgeist thanks to a woman named Brownie Wise. Never heard of her? Most haven't. We'll tell you how she rose to Oprah-level fame in the 1940s and was erased from the history books in a span of a couple years. Plus, the company's fascinating, post-war origin story. Hannah and host Rachel Belle also talk about: The most bizarre food items Hannah has found wrapped in a napkin in her purse Why she included Naomi Judd's Possum Pie in her cookbook What foods she insists on making from scratch and which she doesn't mind getting from a box or a can. And so much more! Catch Hannah on tour!To celebrate the big anniversary, Tupperware re-released its Servalier bowls, the ones with the sunburst lids, in the classic 1970s colors, check em out!  Become a Cascade PBS member and support public media!    Watch Rachel's Cascade PBS TV show The Nosh with Rachel Belle.  Sign up for Rachel's (free!) biweekly Cascade PBS newsletter for more food musings.  Follow along on Instagram.  Order Rachel's cookbook Open Sesame. 

Build a fully working model-driven app from your existing Dataverse, SharePoint, or SQL data in under a minute — screens, navigation, and forms included. Generate new pages from a natural language prompt with Generative Pages, auto-populate records from any document in seconds with Automatic Form Fill, and embed Copilot to query your app data directly. Layer in an Agent Feed to proactively surface decisions, missing data, and action items, then connect to Outlook and Microsoft 365 through Work IQ to act on your app data without leaving your inbox. Jed Brown, Power Platform Group Product Manager, shares how to turn existing business data into a modern, AI-powered app.  ► QUICK LINKS:  00:00 - Create apps using Power Apps 01:07 - Create an app from existing data 02:26 - Copilot + Form Fill Assist 03:46 - AI-generated pages from a prompt 04:53 - Agent feed for proactive intelligence 06:16 - M365 integration via Work IQ 06:46 - Wrap up ► Link References Build your first Power App today at https://make.powerapps.com ► Unfamiliar with Microsoft Mechanics? Microsoft's Official Video Series for IT - Subscribe https://www.youtube.com/c/MicrosoftMechanicsSeries - Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog - Podcast: https://microsoftmechanics.libsyn.com/podcast ► Join us on social: - https://twitter.com/MSFTMechanics - https://www.linkedin.com/company/microsoft-mechanics/ - https://www.instagram.com/msftmechanics/ - https://www.tiktok.com/@msftmechanics    

Jul 15, 2026 – AI is not just a single investment but a vast ecosystem, says Xavier Stonehouse of Financial Sense Wealth Management. He breaks down the critical “five layer stack” that underpins today's AI economy, revealing why semiconductors now...

Ken and Anthony react to a clip from the Netflix show "Quarterback" where Joe Flacco makes fun of Shedeur Sanders for the visor he wears, and they talk about the idea of Shedeur and Deshaun having competing off-season quarterback camps.

Almost everything your doctor knows about you comes from a snapshot: a blood pressure reading, an annual lab, a handful of numbers meant to represent a constantly changing human body.That's beginning to change. New sensors promise far more continuous health data, and AI may finally give us the ability to interpret it. But medicine has been through a data revolution before, and almost none of what people initially promised actually happened.In the first episode of NextLevel, Mike Haney sits down with Dr. Robert Wachter, Chair of the Department of Medicine at UCSF and one of medicine's leading thinkers on technological change, to ask what healthcare's messy transition from paper to electronic records can teach us about the AI era.Wachter explains why digitizing medicine didn't transform care on its own, why your doctor is already overwhelmed by data, and why simply sending them continuous feeds from your watch, ring, or future sensors would make the problem worse.The missing piece is an intelligence layer: a system capable of deciding what matters, helping patients act when they can, and pulling clinicians in when they're actually needed.They also explore how AI is changing the balance of knowledge between doctors and patients, the danger of trusting systems that are usually right, what healthcare can learn from airplane cockpits, and why collecting more health data may be much easier than figuring out what any of it means.Free course: Improve your metabolic healthGet our free email course on how glucose, nutrition, exercise, sleep, and measurement can help you build habits that support better energy and long-term health: ⁠⁠⁠⁠⁠⁠https://levels.link/wnl⁠

For episode 753 of the BlockHash Podcast, host Brandon Zemp is joined by Anton Lobintsev, Co-founder of Mosta. Anton is a seasoned entrepreneur with over 20 years in the technology industry, building companies at the intersection of infrastructure, compliance, and product innovation. Mosta is AI-native business banking for global teams and AI agents, built on SquareFi's financial infrastructure. It combines accounts, cards, cross-border payments, invoicing, and stablecoin infrastructure in one platform.

I just got back into the Land of the Free, and I have to tell you: it's a prison with a flag on it. Flock cameras on every corner. AI streetlights fitted with tech that can aim at your vehicle and listen to the conversation inside it. I went to the World Cup (no robot dogs yet, thankfully) but the cameras were everywhere, and nobody around me seemed to care. That's the part that should terrify you. Not the technology. The mindset. You just celebrated 250 years of “freedom” inside a surveillance grid your own culture built, because you dislike your neighbor more than you love your liberty. And understand what this machinery is for. The surveillance state is the ultimate weapon against competition, the lockdown mechanism of a rigged game. Politics is rigged. Finance is rigged. And the people who were going to protest it already did; with AI tracking, the rest are too scared to ever try again. They're building machines to follow the orders no human being would. So why don't I just despair? Because we already built the way out. That's why Crypto Vigilante exists… Watch on: Odysee | YouTube | X | Rumble | Bitchute | Vigilante.tv Blockchain is fairness as technology. We stopped trusting corruptible humans and started trusting mathematics. And that is exactly why Bitcoin was hijacked. The powers that be couldn't kill it, so they did something smarter: they convinced you it's a lottery ticket. A number-go-up token you buy on their exchanges and never use. The entire propaganda project has one goal: to keep you dumb, because Satoshi didn't give us a casino chip. He gave us a new internet: digital cash, a world computer, a place where you own your data and AI grows by market demand instead of by central planning. The antithesis of Palantir. And here's the black pill the maxis can't swallow: Bitcoin already scales on chain. Love him or hate him, Craig Wright's camp proved the thesis. BSV is pushing a million transactions per second and computing script on both sides of the UTXO model. They're training AI on chain. Meanwhile the Lightning Network, the thing you were told would save BTC, is dead. Its own whitepaper admitted it needed bigger blocks, and its senior devs keep walking out the door. Which brings us to August, when BTC's stalemate finally cracks in two: In early August, the Knots crew forks off with BIP 110: filter everything, change nothing, ten transactions per second forever. It's the end of the small-blocker experiment, going out with a whimper. August 21st brings the fork I'm actually cheering for: eCash (ECX), from Paul Sztorc and Layer 2 Labs. It uses Drivechains — BIP 300 and 301 — the sidechain technology Blockstream pitched to investors a decade ago and never delivered. Same 21 million coins, but now every philosophy gets its own room in the house. Want a big-blocker chain? Spin it up. Want optional privacy, with Zcash tech on ZSide? Move your coins there. Want scarcity harder than BTC? That exists too. Nobody forces one way of doing things, and no new shitcoins get minted along the way. It's the shitcoin killer, and it's the only lifeboat the BTC Titanic has. And while the forks race to scale Satoshi's vision, there's already a fair game running today: Monero. Private by default, immune to the surveillance grid, no permission needed. Most of our team became privacy enthusiasts the day the Bitcoin civil war started, and they've done just fine. Here's the real point, though. These networks are nothing without you. You are the most important node. The smarter you get, the smarter the network gets. So if I'm wrong, prove it, upgrade the software in your mind, and bring real arguments when you do. Because the psychologists are right: people under surveillance stop being themselves. The first act of resistance is to say it out loud. You live in the land of the surveilled. The second is to stop transacting like a prisoner. Peace, love, anarchy. Stay vigilant. Follow me on X @VamosVigilante Want to be on the pulse of crypto? Access our exclusive portfolio, insider reports, full archive of monthly newsletters, real-time market updates, buy/sell alerts, and private community chat and get instant access to the latest issue of our monthly newsletter… Subscribe now! FREE “Crypto 101” Video Training – Watch Our Millionaire Crypto Analyst Reveal the Exact Crypto Wallet Setup He Wished He Had When Starting Out: https://CryptoVigilante.io/crypto101TCV Summit: “What Matters Most in Crypto” | https://dollarvigilante.spiffy.co/checkout/what-matters-most Replay videos available! The Crypto Vigilante (Follow on All Socials) The post Land of the Surveilled appeared first on The Crypto Vigilante.

Irina Nazarova grew up in Russia, and has lived in Portugal, Turkey, and now, San Francisco. She got a computer science degree, but felt like an imposter in the dev world. She went on to get an economics degree, and went to work for JP Morgan. Feeling little reward from her work, she read the lean startup and jumped out to build her own, and eventually joined Evil Martians. Outside of tech, she is a person who loves hiking, traveling, and old school film and photography. She enjoys working with old film, where there is high touch, and you have a limited number of takes.Irina is the CEO of Evil Martians, a well known design and engineering consultancy. During the time of the company, she and the team noticed that websocket solutions don't guarantee delivery. They decided to build a new solution, one that does guarantee delivery, through automatic recovery of messages during connection issues.This is the creation story of AnyCable by Evil Martians.SponsorsUnblockedTECH DomainsMezmoBraingrid.aiLinkshttps://anycable.io/https://evilmartians.com/https://www.linkedin.com/in/nonconstant/Our Sponsors:* Check out Cash App and use my code CASHAPP10 for a great deal: https://cash.app* Check out Plaud AI and use my code CODESTORY for a great deal: https://plaud.aiAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Don't worry, you didn't miss episode 555, it's our Live Show this Saturday, July 18th at Sinker's Lounge in downtown Lawrence, and then it'll post as next week's episode! Monday night Nelson feels better zoom! The Notes: We're here, for you, whispering nonsense in your ear! Sunday Scaries final boss: Sunday mid-life crisis! How Will is like Garfield the Cat! That was Hitler's kink! Garfield v Hitler Corner! How our Class War failed! Where to store your rage! Protect your brain! LIVE SHOW THIS SATURDAY! Mrs. Doubtfire was a real top-tier gaslighter! The Big Momma's House defense! Big Momma's The Godfather! Will has a little donk in his mind getting humped! This one goes out to Spicy G! See our Live Episode 555 (Oops All 5's) this Saturday, upstairs at Sinker's Lounge in downtown Lawrence! 7pm drinks, 730-ish show! Will's giving away garage prizes & Nelson gives away movie posters from when he was a movies man! No admission, drinks at the bar, minigolf if you're nasty! Contact Us! Follow Us! Love Us! Email: doubledeucepod@gmail.com Twitter, Instagram, Threads: @doubledeucepod Bluesky: @doubledeucepod.bsky.social Facebook: www.facebook.com/DoubleDeucePod/ Patreon: patreon.com/DoubleDeucePod Also, please subscribe/rate/review/share us! We're on Apple, Android, Libsyn, Stitcher, Google, Spotify, Amazon, Radio.com, RadioPublic, pretty much anywhere they got podcasts, you can find the Deuce! Podcast logo art by Jason Keezer! Find his art online at Keezograms! Intro & Outro featuring Rob Schulte! Check out his many podcasts! Brought to you in part by sponsorship from Courtney Shipley, Official Superfans Stefan Rider, Amber Fraley, Nate Copt, and listeners like you! Join a tier on our Patreon! Advertise with us! If you want that good, all-natural focus and energy, our DOUBLEDEUCE20 code still works at www.magicmind.com/doubledeuce for 20% off all purchases and subscriptions. Check out the Lawrence Times's 785 Collective at https://lawrencekstimes.com/785collective/ for a list of local LFK podcasts including this one!  

Canada's General Fusion is now the first publicly traded nuclear fusion company, as its Nasdaq debut gives it more cash to chase a breakthrough that could one day help meet soaring demand for clean power — if the still-unproven tech can finally produce more energy than it uses. Plus, doctors are warning about a tick-borne illness that was barely on their radar five years ago, as warming temperatures help ticks spread farther north and bring more diseases with them.And in The Big Picture: Ottawa and Alberta strike a deal with oil sands producers on a major carbon capture project, an Innu First Nation rejects Quebec's proposed hydro deal, and Chinese automaker Dongfeng gets ready to sell EVs in Canada.After today's interview we host an exclusive interview with Sumee Seetharaman, VP of AI/ML Practice in the Center of Excellence at TD:Brett:Hey, Peak Pals. Thanks so much for joining us today. We've got a great guest for you, Sumee Seetharaman, who is the VP of AI/ML Practice in the Center of Excellence at TD. This is gonna be a great conversation about AI at work, something I think we're all experiencing, so we're really excited to have you. To kick it off, the use of AI in Canadian workspaces is surging. According to KPMG, about 51% of Canadian adults are now using generative AI at work. Has the technology become just so commonplace in the workplace that Canadians need to have AI skills before they enter the workforce? And if so, which skills do they need? Sumee:Yeah, it's a great question. Interestingly, we're at a point where the personal use of AI is far exceeding use at work, a March 2026 Angus Reid survey found that over 70% of Canadians surveyed had used AI in the previous three months for personal use. So odds are that most folks are actively using AI for their day-to-day already and have some of the basic AI skills required at work. Skills like knowing how to use and prompt a chatbot effectively, and I'm not talking about just a single Q&A, but really knowing how to converse with the model. Treating, the response to your initial question as just the starting point. Knowing how to ask follow-up questions and providing clear instructions to refine the response. So the fluency is in really knowing how to iterate and refine, building out the parts that are missing, and pruning out the parts that don't feel right? Most people are learning to do this instinctively as they're using ChatGPT and Gemini apps. Next, I want to say folks who are using AI regularly are also starting to develop a good sense of the strengths and the limitations of the technology, right? All of us have encountered that the model sometimes hallucinates, and so we know and we've learned that we cannot treat the output of the model as gospel. And so in a work setting, this is where domain expertise, not AI expertise, is actually more helpful because we need experts to validate and apply human judgment on the output of the model. And also if you're actively using AI and reading on AI, AI can be used in harmful ways, so most folks are starting to develop an appreciation for the guardrails that are needed and what does responsible use of AI look like. And are careful about what you put into public versions of these models. You're starting to build a good awareness of privacy safeguards and such. All that to say if you're familiar with using ChatGPT or Gemini for personal use- You should be able to fluently use most AI tools in the workplace. So at TD, over seventy percent of our colleagues our workforce has access to a GenAI capability, whether it's virtual assistants that we have developed in-house for our frontline colleagues in contact centers or wealth operations or branches, or Copilot capabilities we've enabled across the organization. GitHub Copilot for developers and Power BI Copilot and Office 365 Copilot. So chances are, if you're joining TD, you have access to these AI capabilities to, to really amplify your impact, and you probably are already quite fluent in how to use them. Brett:TD is obviously ahead of the curve on AI, and I'd be interested from a practical standpoint, what are some examples of jobs at TD that AI is already transforming? Sumee:Yeah. So we recently announced our first agentic AI use case to, to speed up the pre-adjudication process of mortgage and HELOC applications. So when an application is submitted, AI agents that we've deployed are actively scanning the documents, calculating client income, performing consent checks, looking for discrepancies, et cetera. After this sort of document review process is done, the agents then produce a memo with their findings and this goes off to the underwriters to review and make a decision on the application. And so if you look through that agentic AI activation, it's transformed the jobs of colleagues like our underwriters who are now working hand-in-hand with AI agents and making decisions on applications much faster. We've gotten the review process down to an average of three minutes from an average of fifteen hours. Effectively, the way they're operating has transformed day-to-day. If I look at the role of our back-office staff that has transformed as well. They're now providing valuable oversight on our AI agents and helping us ensure that it's performing within the necessary parameters and it's delivering the right outputs. It's just the first set of use cases supporting the first pre-adjudication leg, but there's a much broader end-to-end transformation roadmap for our real estate secure lending operations. So we're just getting started. And as we gradually scale AI use within RESL operations, we'll start to see more role transformation across the board. On a similar vein I find the roles of our frontline colleagues are gradually evolving, transforming too. So our colleagues in branches are now using gen AI virtual assistants to help prepare for client meetings, answer complex questions effectively. Our colleagues in TD Securities are now using these virtual assistants to speed up the research process and really amplify the sales cycle. So across our frontline, our new hires now have an expert AI support on their fingertips, which means they can now spend far more time focusing on sales advice, deepening relationships with our clients. So slowly but surely, we see these roles evolving, getting actually much, much more client-focused and less manual work and less operational focus, if you will. Brett:What is TD doing to help train and upskill colleagues so that they can build the AI skills they need to thrive in these transformed roles? And I guess how do upskilling efforts differ for an individual who's a beginner with AI versus a new hire at Layer 6 who's looking to build their AI skills? Sumee:Yeah, it's a great question. We're actually employing a multi-pronged training strategy for AI across the organization. Obviously it's customized to your function, your role within the organization, but it takes many formats. It could be trainings, recordings, live, virtual or in-person immersive hands-on sessions, hackathons, longer-term programs and pilots, et cetera. Across the gamut, depending on the role you're in, depending upon the function you're in. I'll maybe talk about a few initiatives, what we've rolled out across the organization. The first one I'll highlight is TD Thrive, which is our enterprise learning platform. It has dozens of AI courses that are available on demand to every TD colleague, and these cover a broad spectrum of topics from one-on-one sessions like getting started on LLMs to very advanced, architecture of agentic systems, as an examp...

Arvind Jain is the Founder & CEO of Glean, the enterprise AI leader valued at $7.2 billion after raising more than $770 million from investors including Kleiner Perkins, DST Global, and more. Before Glean, Arvind co-founded Rubrik, helping build it into one of the world's leading cloud infrastructure companies before its successful IPO. Prior to that, he spent over a decade at Google as a Distinguished Engineer, working across Search, Maps, and YouTube. AGENDA: 00:00 – The Shocking Truth About Frontier AI: 90% Is Already a Commodity 02:04 – Can OpenAI & Anthropic Own Enterprise AI? The Battle for the Workplace Begins 10:18 – Will OpenAI and Anthropic Win the App Layer 18:03 – Microsoft Is the Real Enemy… Not OpenAI? 20:53 – "Where's the ROI?" Why Enterprises Are Starting to Question the AI Hype 26:00 – Will AI Replace Your Job? Harry & Arvind's Heated Clash Over the Future of Work 33:43 – The Billion-Dollar Mistake Every AI Company Is Making on Token Spend 39:20 – The AI Land Grab Is On: Why Founders Must Move Now or Lose Forever 42:20 – China vs America: Who Really Wins the AI Race? 47:20 – Rapid Fire: The Future of Computer Science, Hiring, Fundraising & AI's Biggest Winners  

Crypto infrastructure continues expanding even as Bitcoin remains stuck in one of the longest trading ranges in its history. Matt breaks down Circle's approval to launch a federally supervised national trust bank, Robinhood's Layer 2 blockchain surpassing $70 million in bridged ETH, and Metaplanet's plans to develop Bitcoin-backed tokenized credit products. He also covers the rapid growth of prediction markets, now projected to reach $240 billion in trading volume this year.The episode also explores Polymarket's push for U.S. margin trading, a new AI-powered "Internet Court" backed by MetaMask and OKX, XRP's breakout above $1.10, and why Bitcoin's 307-day consolidation between $60,000 and $70,000 has become one of the longest in the asset's history. Matt closes by explaining why, despite Bitcoin's lack of price movement, the companies building crypto infrastructure continue moving the industry forward.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

Robinhood has ignited major retail and speculative momentum with the explosive launch of its new Layer-2 Robinhood Chain. Built on Arbitrum, the blockchain handled nearly $1 billion in DEX volume in its first week, heavily fueled by a meme-coin frenzy centered around the token CashCat. ~This Episode is Sponsored by OKX~ Trade RLUSD/XRP on OKX + claim the new user offer! Deposit $100 to get $50 ➜ https://bit.ly/OKXRP Use code: paulbarron *Terms Apply* Guest: Evan Aldo Evan Aldo Youtube Channel ➜ https://bit.ly/EvanAldo 20% off Evan Aldo Course ➜ https://bit.ly/EvanCourse ➜  Use code "paulbarron" 00:10 Sponsor: OKX 01:30 SKHY Launch 03:30 Semiconductor rally over? 04:30 BTC: Just a bounce? 06:40 $100K end of year? 07:10 Rate hikes in September? 08:40 Paul Grewal departure 09:30 Evan CLARITY odds 10:30 Blockchain Ass. - CLARITY odds are wrong 12:20 Robinhood rally not done 14:45 CASHCAT Lore 16:00 CASHCAT analysis 16:50 ETH Buy Now? 19:00 ETH prediction 10:00 Uniswap analysis 21:15 Circle launches bank 22:30 CRCL analysis 23:00 AAVE App incoming 23:00 AAVE analysis 24:45 Backback launches 24/7 equities 25:20 SOL vs ETH 26:00 JTX in 4 days: JTO analysis 27:20 Bitcoin in July #Crypto #Ethereum #Bitcoin ~Robinhood Sparks Bull-Run?

The conversation covers updates on DevNet 6 and 7, client readiness, EIP 8282, and the removal of blinded execution payload. It also discusses the status update on EIP 8282 and the need for feedback from the community. The conversation covers the following topics: Proposal for a public dev net for testing changes for GlowAs, implementation of ePBS circuit breakers, updates on EIPs for Glamsterdam upgrade, and discussions on EIP7723 and its related processes.TakeawaysDevNet 6 and 7 updates are discussedEIP 8282 and the removal of blinded execution payload are key topics of discussion Public dev net proposal for testing changes for GlowAsImplementation of ePBS circuit breakersUpdates and discussions on EIPs for Glamsterdam upgradeDiscussion on EIP7723 and its related processesChapters00:00 DevNet 6 and 7 Updates25:21 EIP 8282 and Blinded Execution Payload39:46 Proposal for Public Dev Net44:36 ePBS Circuit Breakers Implementation01:01:36 Updates and Discussions on EIPs for Glamsterdam Upgrade01:02:35 Discussion on EIP7723 and Related Processes

In this episode, Jackie Layer '13 EMS shares how childhood weather events sparked a passion that led her to a career in broadcast meteorology. Now the Chief Meteorologist at DC News Now, Jackie reflects on her Penn State experience, covering everything from devastating tornado outbreaks to tropical storms, earning her AMS Certified Broadcast Meteorologist designation, and the responsibility that comes with keeping communities informed before, during, and after severe weather. She also discusses mentoring future meteorologists and why her connection to Penn State remains as strong as ever.For more alumni stories, visit pennstatermag.com

Layer 7 of the Exposing the Matrix series examines one of the fastest-growing systems of influence in modern society: technology and surveillance. In this episode, we connect the dots between smart devices, facial recognition, data harvesting, AI, transhumanism, and the growing dependence on technologies that increasingly mediate everyday life. More importantly, we compare these developments with Scripture, asking what it means to guard our hearts and minds in an age where convenience often comes at the cost of privacy, autonomy, and discernment. As always, our goal is not to provoke fear, but to encourage believers to remain watchful, think biblically, and test everything against the Word of God.Please, if you're able to, make a one-time donation to Love INC (In the Name of Christ):https://www.loveincofmiddelmarva.org/giving-pageIn the comments, feel free to add "On behalf of George Hobbs and New Disciple Fellowship."Thank you and God bless you all. Outtro Song: https://suno.com/s/FSuppwb0zgejeHU2

Mike Mignano is a General Partner at Union Square Ventures, one of the most iconic venture firms in the world, whose investments include Coinbase, Stripe, Etsy, Twilio, Cloudflare. Before joining USV, Mike was a Partner at Lightspeed, where he backed breakout AI companies including Granola and Suno. Prior to investing, he co-founded Anchor, acquired by Spotify.  AGENDA: 00:00 Is Fear of Failure the Secret Weapon Behind Great Founders? 07:20 Why Leave Lightspeed for USV — and Is Thesis-Driven Venture Still Alive? 09:50 Is the Real AI Money Still in Infrastructure, or Are Apps Finally About to Explode? 13:00 Who Wins the AI Model War: OpenAI, Anthropic, Open Source, or the "Rebel Alliance"? 19:00 Are We About to Hand Our Entire Lives Over to AI Agents? 21:00 Can Anthropic Keep Growing Like This — or Will Token Spend Break the Model? 26:00 Can AI Routing Become a $50BN Company, or Is It Just a Commodity Pipe? 30:00 Will the AI Energy Crisis Create the Next Monster Venture Outcomes? 36:00 Can Startups Survive Microsoft, OpenAI, and the Brutal Power of Bundling? 45:00 Should VCs Ignore Price When Backing Generational Companies? 55:30 Is Traditional Media Dead — and Who Becomes the New Tech Kingmaker?    

Episode 44 of Layer by Layer: a Cubing Podcast, the show (ostensibly) about Rubik's Cubes, speedcubing, and only occasionally/often about other things.Recorded Wednesday, June 30, 2026Discuss the show on Reddit: https://reddit.com/r/layerbylayerOr on SpeedSolving: https://www.speedsolving.com/threads/the-layer-by-layer-podcast.76921/Topics: Catching up on lifeDual RoundsClock is deadFace-Turning OctahedronAndrew doesn't believe Orange existsCrayola colors

OOTD layer at shoreline park

Subscribe to DTC Newsletter - https://dtcnews.link/signupMeta used to let you pick your customer in the backend. Those days are over. Post-Andromeda, the creative itself carries the targeting signal, which means the old spray-and-pray playbook now works against you.Rafael Gi spent a decade in traditional creative agencies, then led marketing at a nine-figure apparel brand, and now runs strategic growth and partnerships at Pilothouse. In this one he breaks down why the algorithm is forcing marketers to be good marketers again, and what that looks like in an ad account.What he gets into:Why "creative is targeting" is now literal, not a slogan, and how Meta reads your creative for who to serve it toSalience and memory structures: how brands like Volvo, Red Bull, and AG1 got remembered, and how to build the sameThe spend discrepancy that caps scaling brands: 80 percent of budget chasing 20 percent of revenueWhy structuring an ad account by product instead of by persona burns money and buries your messageThe shift from "all revenue is good revenue" to winning the customer instead of selling the productHow to evolve one message into new occasions without breaking the memory you have already builtWho this is for: DTC founders and operators between eight and nine figures who are seeing diminishing returns on creative volume and cannot figure out why more ads are not buying more growth.What to steal: the "one tank of gas, twelve cars" test for whether your budget is spread too thin, and the account-structure fix that lines your media budget up with where your revenue comes from.Timestamps:00:00 Why Meta's Andromeda Changed Marketing02:34 Creative Is the New Targeting05:55 Building Brand Salience That Lasts14:32 How to Fix Creative Strategy at Scale24:42 Applying Salience to Better Meta AdsSubscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://www.pilothouse.co/?utm_source=AKNF625Follow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

Andrew Moore, CEO of Lovelace, former head of Google Cloud AI, and former dean of Carnegie Mellon's School of Computer Science, joins the podcast to discuss YottaGraph, a knowledge graph growing by a billion facts a week that serves as a context engine for enterprise AI agents. He explains why fully automatic knowledge graph construction is the only viable path at scale, why entity resolution remains a brutal engineering problem, and how graph theory tricks make million-node queries answerable in under a second.Subscribe to the Gradient Flow Newsletter

Robinhood Chain, a Layer 2 built using Arbitrum's tech stack, went live on public mainnet, with partners including Uniswap active from day one. Eligible users can access 24/7 Stock Token trading on Robinhood Chain, Robinhood Earn is rolling out decentralized USDG lending inside the main Robinhood app, and a revamped Robinhood Wallet adds access to perpetual futures on Lighter. ~This Episode is Sponsored by OKX~ Trade RLUSD/XRP on OKX + claim the new user offer! Deposit $100 to get $50 ➜ https://bit.ly/OKXRP Use code: paulbarron *Terms Apply* Guest: Steven Goldfelder, CEO of Offchain Join Robinhood Get Free Stock➜ https://bit.ly/RobinhoodStockGift 00:00 intro 00:08 Sponsor: OKX 01:05 Robinhood Chain Launches! 02:23 Transaction Growth Explodes 03:09 Biggest Moment In Years? 04:25 Uniswap Launches on Robinhood 04:40 Robinhood Flipping BASE? 07:19 Perps Trading on Lighter $LIT 08:05 Lighter vs Hyperliquid 09:45 Robinhood Earn Stablecoin Yields 10:59 Morpho DeFi Vaults for Retail 12:40 Coinbase raising APY? 13:49 USDG vs OUSD? 16:15 Robinhood AI Native Features 17:22 AI on Arbitrum Flipping Humans 17:57 Virtuals Protocol on Robinhood 18:10 Coinbase AI vs Robinhood AI 20:02 AI Credit Card 20:55 Stablecoins for A.I. 22:12 Ethereum Sentiment Changing 24:54 outro #crypto #robinhood #Ethereum ~Robinhood Chain Launch on Ethereum Skyrockets!!

    Episode 390: The Freedom to Rise — How Changing What You Think, Feel, and Do Changes Everything Episode 390: The Freedom to Rise — How Changing What You Think, Feel, and Do Changes Everything You wake up with the same thoughts. Feel the same feelings. Do the same things. And then wonder why nothing changes. Friend, that's not a personal flaw — that's literally how your brain is wired. And in this episode, we're talking about how to actually interrupt it. What You'll Learn ✨ Why you're not stuck because of circumstances — you're stuck because of the thought loop your brain keeps running on repeat ✨ The neuroscience behind why your brain resists change (and what Dr. Joe Dispenza says about rewiring it) ✨ How Brooke Castillo's model changed everything Michelle believed about who creates her experience ✨ The identity work, body work, and subconscious tools that coaching and journaling alone couldn't reach ✨ How every mentor, framework, and tool Michelle has studied over the years became the RISE Method ✨ The one question to sit with today that can start to shift everything The Big Takeaway Personal freedom isn't something that gets declared once and then just exists. It has to be chosen by you, every single day. The real declaration of independence is the moment you decide your past thoughts don't have to become your future reality. RISE Method Connection This episode touches all four pillars — but at its heart, it's an R — Resilient Mindset episode. The foundation of everything is learning to notice the thought that's been running on a loop, question it, and choose something different. Ready to go deeper? Join the weekly newsletter at michellebourquecoaching.com/newsletter   Timestamps 00:00 — Welcome + why the week of July 4th called for a different kind of freedom conversation 02:30 — The thought-feeling-action loop and why your brain keeps you in the past 06:00 — Layer 1: Managing your mind — Brooke Castillo, The Model, and Jen Sincero 09:30 — Layer 2: Identity and belief — Gay Hendricks, James Clear, Benjamin Hardy, Darren Hardy, Cathy Heller 14:00 — Layer 3: The body and the subconscious — Joe Dispenza, Rhonda Farr, hypnosis, and IFS 18:30 — How all of it became the RISE Method + the one question to sit with today

The conversation covers the finalization of Glamsterdam DevNet 7 specs, including discussions on AD 38, intrinsic gas, deposit contract changes, repricing related topics, and PTC and attestation deadlines. The focus is on making decisions and resolving open discussions to move forward with the DevNet 7 rollout. The conversation covers updates on DevNet Seven, proposals for Hegota, presentation and discussion of EIP 8250 and 8272, presentation of EIP 77610 and 8282, and an update on Meta EIPs and EIP status.TakeawaysFinalizing DevNet 7 specsDiscussion on deposit contract changesConsideration of PTC and attestation deadlines Updates on DevNet Seven and Hegota proposals.Presentation and discussion of EIP 8250 and 8272.Status update on Meta EIPs and EIPs.Chapters00:00 Glamsterdam DevNet 7 Specs Finalization11:18 Change in Intrinsic Gas Mechanism17:08 Deposit Contract Changes29:47 Repricing Related Topics41:21 DevNet Seven Updates49:34 Discussion on EIP 8250 and 827201:11:21 EIP 77610 and 8282 Presentation

Upbit's next move: from Korea's #1 to global contender. SeonJoo Yoon, Chief Brand & Impact Officer at Upbit, joins CoinDesk's Sam Ewen to break down why Korea is one of the most fascinating crypto markets on the planet and how Upbit, the country's dominant exchange with 13 million KYC'd users and $1.5 trillion in cumulative trading volume, is now setting its sights far beyond its home turf. - Timecodes: 00:00 - Upbit's SJ Yoon Joins CoinDesk's Spotlight 01:50 - SJ's Early Career Path 05:35 - What Led SJ Yoon Into Web3 and Crypto 14:17 - Korean Tech Culture: Adoption, Connectivity, and Retail Trading Appetite 20:19 - Upbit's Stablecoin Project and Why Stablecoins Matter in Korea's Mobile-First Economy 23:58 - AI-Era payments, CBDC vs. Stablecoin Debate, and Upbit's Layer 2 (with Optimism) 26:03 - Bridging Korean Users to Global Institutions 28:51 - GIWA Web3 Infrastructure, AI Agent Wallets, GASOK accelerator 30:29 - Upbit's Global Expansion 32:52 - Korea's Regulatory Landscape and the Digital Asset Act 34:42 - Upbit's Presence at Korea Blockchain Week - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io - JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets: https://x.com/jpegtrading - "Spotlight" features host Sam Ewen.

Recorded live at the Retail Collective Summit, this panel of elite industry leaders and marketing executives dismantles a massive industry fallacy: consumers aren't obsessed with your brand, they are obsessed with themselves. To drive real loyalty, speakers explain why companies must tap into the "identity layer," ritualizing products so that using them says something bold about the consumer's own lifestyle. The discussion delivers an honest reality check on the current oversaturated creator landscape, outlining why transactional brand deals fail and why true marketing conversion requires co-creating authentic content alongside target communities. The panelists also tackle the operational friction of investment strategy, mapping out how to balance short-term performance metrics with long-term brand equity campaigns that require patience to mature. By breaking down the essential connection between product design timelines and upstream marketing teams, this session offers an integrated playbook on how to build a unified brand engine that successfully captures consumer attention and drives sustainable growth. Moderators: Matt Behrend & Daniel Lemaire - Agility Ads Panelists: Kristin Harrer (FMR. VANS, Samsung, T-Mobile, Nike) - Jacob Zuppke (Whisker) - Larry D. Hall Jr. (LHSC Inc) - Nathan Wigglesworth (Wigz)  

Send us Fan MailIn case you missed it.....RAG didn't just survive the LLM boom — it became the backbone of how enterprises put AI to work. In this replay, we sit down with Douwe Kiela, the AI researcher who led the team that introduced Retrieval-Augmented Generation in 2020 and went on to co-found Contextual AI. Douwe unpacks whether RAG is here to stay, why most enterprise AI dies in the gap between a great demo and production, how to tame hallucinations, and what actually separates a real "agent" from the buzzword. A clear-eyed conversation on building AI that's grounded, useful, and safe to deploy.00:46 Introducing Douwe Kiela 01:37 RAG - Here to Stay or Go? 06:59 LLMs with Context 08:20 Making AI Successful 10:34 Why Contextual AI? 17:18 LLM versus SLMs 20:28 Speed over Perfection 22:07 Hallucinations 26:02 Making AI Easy to Consume 28:50 Defining an Agent 32:53 Reaching Contextual AI 33:14 The Contrarian View 34:37 The Risks of AI 36:53 For FunLinkedIn: linkedin.com/in/douwekiela Website: contextual.aiWant to be featured as a guest on Making Data Simple?  Reach out to us at almartintalksdata@gmail.com and tell us why you should be next.  The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun. 

Send us Fan MailIn case you missed it.....RAG didn't just survive the LLM boom — it became the backbone of how enterprises put AI to work. In this replay, we sit down with Douwe Kiela, the AI researcher who led the team that introduced Retrieval-Augmented Generation in 2020 and went on to co-found Contextual AI. Douwe unpacks whether RAG is here to stay, why most enterprise AI dies in the gap between a great demo and production, how to tame hallucinations, and what actually separates a real "agent" from the buzzword. A clear-eyed conversation on building AI that's grounded, useful, and safe to deploy.00:46 Introducing Douwe Kiela 01:37 RAG - Here to Stay or Go? 06:59 LLMs with Context 08:20 Making AI Successful 10:34 Why Contextual AI? 17:18 LLM versus SLMs 20:28 Speed over Perfection 22:07 Hallucinations 26:02 Making AI Easy to Consume 28:50 Defining an Agent 32:53 Reaching Contextual AI 33:14 The Contrarian View 34:37 The Risks of AI 36:53 For FunLinkedIn: linkedin.com/in/douwekiela Website: contextual.aiWant to be featured as a guest on Making Data Simple?  Reach out to us at almartintalksdata@gmail.com and tell us why you should be next.  The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun. 

Today in the business of podcasting:Reminder: Sounds Profitable's latest research, The Podcast Atlas, will debut tomorrow, July 1, at 2:00 p.m. Eastern in a live webinar hosted by Tom Webster. Registration is free and open now, grab your virtual seat!Miroma Group has acquired performance audio advertising agency Ad Results Media, with CEO Jordan Fox framing the deal as a major U.S. expansion that brings ARM's podcast-native performance advertising into Miroma's broader portfolio.Ben Robins' latest UK Advertising Landscape installment finds 44% of UK podcast listeners aged 18 to 34 made a purchase after hearing a podcast ad, and flags the 55-plus demographic as a meaningful untapped opportunity for podcast advertisers.YouTube has retired BrandConnect in favor of Creator Partnerships built into Google Ads, monetizing brand amplification of creator content while controlling discovery, distribution, and measurement rather than taking a commission on creator deals.Podnews editor James Cridland tests whether HLS streaming improves podcast consumption measurement, concluding the data is clearer than traditional downloads but that browser buffering and inconsistent play definitions across apps still limit meaningful measurement gains.To find links to these, and every article covered in today's episode, click here. You can also subscribe to The Download's newsletter to receive the full issue straight to your email inbox every day.

Today in the business of podcasting:Reminder: Sounds Profitable's latest research, The Podcast Atlas, will debut tomorrow, July 1, at 2:00 p.m. Eastern in a live webinar hosted by Tom Webster. Registration is free and open now, grab your virtual seat!Miroma Group has acquired performance audio advertising agency Ad Results Media, with CEO Jordan Fox framing the deal as a major U.S. expansion that brings ARM's podcast-native performance advertising into Miroma's broader portfolio.Ben Robins' latest UK Advertising Landscape installment finds 44% of UK podcast listeners aged 18 to 34 made a purchase after hearing a podcast ad, and flags the 55-plus demographic as a meaningful untapped opportunity for podcast advertisers.YouTube has retired BrandConnect in favor of Creator Partnerships built into Google Ads, monetizing brand amplification of creator content while controlling discovery, distribution, and measurement rather than taking a commission on creator deals.Podnews editor James Cridland tests whether HLS streaming improves podcast consumption measurement, concluding the data is clearer than traditional downloads but that browser buffering and inconsistent play definitions across apps still limit meaningful measurement gains.To find links to these, and every article covered in today's episode, click here. You can also subscribe to The Download's newsletter to receive the full issue straight to your email inbox every day.

Master the new Microsoft Marketplace ecosystem. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ Discover the tectonic shifts happening within the Microsoft ecosystem as Cyril Belikoff and Jon Yoo dive deep into the unification of the Microsoft Marketplace and the explosive rise of AI-driven commerce. This comprehensive discussion explores how the marketplace is transitioning from an incubation island to the mainland of Microsoft’s go-to-market strategy, allowing partners to tap into massive Azure consumption commitments. Learn how product-led growth, AI agents, and optimized digital flows are replacing traditional sales motions, making cloud marketplaces the default engine for scaling revenue in 2026 and beyond. https://youtu.be/cAeSIEXbnNo Key Takeaways Microsoft unified its various marketplaces into a single digital flywheel for customers to discover, try, and buy applications. Applications, such as Copilot certified agents, are contextually surfaced directly within Microsoft products to meet users in their flow of work. Customers are making massive Azure commitments, and purchasing full software stacks through the marketplace retires those commitments entirely. Cloud marketplaces have evolved from a secondary channel into the default go-to-market engine with triple-digit revenue growth. Partners must shift from deal-led transactions to product-led growth by optimizing their digital marketplace listings for AI and search engines. The future of software procurement will increasingly involve AI agents acting on behalf of organizations to seamlessly integrate multiple smaller applications. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags: Microsoft Marketplace, Azure commitments, AI agents, Frontier transformation, M365 Copilot, Foundry, digital flywheel, co-selling, product-led growth, ecosystem shift, SaaS distribution, REO, resale enabled offer, listing optimization, search engine optimization, agentic commerce, cloud go-to-market, revenue recognition, multi-party private offers, Hyperscalers Transcript: Cyril Belikoff and Jon Yoo Audio Podcast [00:00:00] Cyril Belikoff: Why do you have to outsource this or create this vi? Just edit the video right there yourself. Like why do you have to just go do the, as a marketer you want to create a beautiful piece of content, just go and create it. ’cause it can create it for you. Now [00:00:13] Jon Yoo: you can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering. [00:00:19] Jon Yoo: How AI is remaking the channel and what it means to win in 2026. [00:00:25] Vince Menzione: Welcome to The Ultimate Partner Podcast. I’m Vince Manzione, your host. [00:00:30] Jon Yoo: We just wrapped up two days in Bellevue with some of the sharpest partner leaders in the business, and what we heard wasn’t incremental, it was tectonic. In this series, we’re going deeper into these conversations, the insights, the frameworks, the real movement we’re seeing in this market right now, because being in the room changes everything and we’re bringing that room to you. [00:00:55] Vince Menzione: And I am thrilled actually for this next one. Uh, I’ve had this opportunity to spend a little bit of time with this gentleman before, and welcoming him back is a pleasure and an honor. Cyril Beov, the vice president. I’m gonna botch up your title ’cause I always say marketplaces, but it’s much more than that. [00:01:14] Vince Menzione: So come on up, zero. And we’re gonna have a conversation and Cyril is amongst other things at Microsoft. Good to see you, sir. Yeah, [00:01:24] Cyril Belikoff: you too, [00:01:25] Vince Menzione: uh, is responsible for the, the Microsoft marketplace. [00:01:29] Cyril Belikoff: Are these your notes here? [00:01:30] Vince Menzione: These are, um, what is that? Yeah, these is gonna be our, our questions, so we, yeah, I, I need help sometimes so prompting, but, uh, so great to have you. [00:01:38] Vince Menzione: So just for purposes of title and context, ’cause your role is much bigger than just marketplace. Yeah. And we’re, we’re gonna sit down and John, is this me? Yes. And then John’s gonna join us. [00:01:47] Cyril Belikoff: Okay. Great. [00:01:48] Joe, [00:01:48] Vince Menzione: well, we’re gonna get started and start having a conversation. And we’ve, we’ve done some of these things before. [00:01:53] Vince Menzione: I’ve, I’ve had, you had me on your stage Yes. In your event at Alyssa Taylor’s event. [00:01:57] Cyril Belikoff: Yes. [00:01:58] Vince Menzione: And then, uh, we’ve, we’ve done some nice things together on stage, both at, at our event in Redmond last year. Yes. Then at our big, uh, ignite breakfast back [00:02:07] Cyril Belikoff: and forth, we had Vince come to our wider org and sort of, uh, I got to do the reverse. [00:02:13] Cyril Belikoff: And so interview him in front of a bunch of, uh, 500 marketers on what do we have to think about for partners. And so he gave us sort of the what’s going on in the partner ecosystem, how to think about it as we think about it, our marketing. [00:02:26] Vince Menzione: And I tried to be candid and represent this group. [00:02:28] Cyril Belikoff: Yeah, that’s great. [00:02:29] Yeah. [00:02:30] Vince Menzione: Was wonderful. Thank you for doing that. [00:02:31] Cyril Belikoff: Yeah. [00:02:32] Vince Menzione: You, you work, you work in an amazing organization. Um, I’ve known Alyssa for many years as well, and you’re an incredible leader. And I just, I wanna frame this maybe with a conversation about, ’cause we’re gonna talk about what’s changed, but, but I think it’s still important for everybody in the room to understand what you did and what your team orchestrated around market. [00:02:52] Cyril Belikoff: Yeah, [00:02:52] Vince Menzione: because it was fragmented, it was in different organizations, it felt very dis disorganized, I guess. Yeah. For lack of a better word. [00:02:59] Cyril Belikoff: Yeah. Thank you. Um, essentially we took it from incubation Island to the mainland Microsoft. I love it. Uh, GTM [00:03:07] Vince Menzione: Yeah. [00:03:07] Cyril Belikoff: Is the simplest way to think about it. Um, and, uh, come September last year now, uh, we unified the, the, the, the many marketplaces. [00:03:19] Cyril Belikoff: Uh, whether it was an Azure marketplace or AppSource and others, and we created the new Microsoft marketplace. Yeah. So one single place for customers to come, discover, try, buy, and for partners, software companies and other NSIs to put their wares up. And, uh, it was the first step in a vision for us to create this digital flywheel for us to bring our customers and our partners together in a more, you know, automated way. [00:03:47] Vince Menzione: Which it, it sounds crazy when you think about it, right? Microsoft has always been like the partnership leader, the leader in the technology, and to have fragmented marketplaces before, right? Yeah. And so what clarity to bring that all together. [00:04:00] Cyril Belikoff: Yeah. It was a big, it was a big step for us and I think what we realized is that customers and partners were saying, Hey, uh, it’s all one place. [00:04:07] Cyril Belikoff: If I’m looking for a SaaS application or an agent or, and plug into teams or whatever it is. I just want to get it all in one spot. Uh, and, uh, and then we need you to connect us to your channel. [00:04:21] Vince Menzione: Yes. [00:04:21] Cyril Belikoff: Uh, and your partners and, uh, can you build out, you know, partner capabilities for that Connects channel to software companies, to, to customers in a digital flywheel way. [00:04:30] Cyril Belikoff: Um, one of the things we actually also announced at that time was this concept of what we call. The marketplace framework. So it’s not just the fact that we have this digital experience or web experience, but that, um, applications that go into the marketplace, depending on the type of applications they get contextually surfaced within Microsoft products. [00:04:53] Vince Menzione: Okay. [00:04:53] Cyril Belikoff: And so if you’re, [00:04:54] Vince Menzione: explain that for this Yeah. For me and for this crap. [00:04:57] Cyril Belikoff: Yeah. So if you are a, um, if you’re a co-pilot certified agent. M 365 copilot agent, you’ll be in the marketplace, but you’ll also be automatically surfaced inside the M 365 copilot, um, product. [00:05:11] Vince Menzione: Nice. [00:05:12] Cyril Belikoff: Same for, uh, large language models in foundry, add-ins in teams, those sort of things. [00:05:18] Cyril Belikoff: ’cause it’s one thing to be where people go to discover Tribu, but users also go into these stores, whether it’s a developer user or an end user. They go in the flow of their work and they want to move quickly. Yes. And so, uh, so they have access. We think that’s very attractive. And the feedback was, Hey, that’s quite differentiated. [00:05:35] Cyril Belikoff: ’cause we have, uh, hundreds of millions of customers in these products every day. [00:05:39] Vince Menzione: Yes. [00:05:39] Cyril Belikoff: And so giving our customers access, our partners access to it and improving their customer experience, um, has worked out well. [00:05:47] Vince Menzione: And something else you did too, because at one point, you know, we were talking about co-selling and single-threaded. [00:05:53] Vince Menzione: And Microsoft has this incredible ecosystem and channel. [00:05:57] Cyril Belikoff: Yes. [00:05:58] Vince Menzione: And it, it was totally disconnected from the whole marketplace strategy, right? Yes. Yeah. [00:06:03] Cyril Belikoff: Yeah. So we, uh, um, we launched, I think in, uh, sorry. At that time in September, we launched five of our largest distributors who were also federating the Microsoft marketplace into their marketplaces. [00:06:16] Cyril Belikoff: And then in the November timeframe at Microsoft Ignite, we launched resale enabled offer [00:06:23] Vince Menzione: RO, [00:06:23] Cyril Belikoff: which is REO, which is a new capability that is proven extremely popular, that connects the software company and the reseller, you know, um, to go and do more deals at scale faster. So [00:06:36] Vince Menzione: we have, we have four of the Es in the room, [00:06:38] Cyril Belikoff: right? [00:06:38] Vince Menzione: Some of the four at the top. Five or six. And then also one of your largest resellers software, one is here as well. [00:06:45] Cyril Belikoff: Yeah. Great. [00:06:46] Vince Menzione: Yeah. [00:06:47] Cyril Belikoff: Great. So it’s, uh, we’ve been busy. [00:06:48] Vince Menzione: Yeah. [00:06:49] Cyril Belikoff: Yeah. Like I said, um, uh, much more work to do. But we are moving from like this incubation project to mainland get it integrated into our core customer, go to market, uh, so that our, uh, software companies and partners have access to those customers. [00:07:03] Cyril Belikoff: And then integration, uh, with the channel. So [00:07:06] Vince Menzione: it’s been a lot happening these last 12 months. Uh. Then Frontier, let’s talk about Frontier. That’s another piece of this. [00:07:14] Cyril Belikoff: Yeah. I’m sure Steven touched on, uh, frontier Transformational or becoming Frontier or Frontier Firm. So probably not helpful to me rehash that. [00:07:23] Cyril Belikoff: I think in general. If you go to a Microsoft discussion or session and you don’t hear about frontier or Frontier transformation, please like, raise your hand and give feedback because that is, um, [00:07:34] Vince Menzione: I kept away from the word frontier with Steve. We were talking about it, but we weren’t using the term frontier. [00:07:38] Vince Menzione: Yeah. ’cause I feel like it gets overused. It’s, [00:07:40] Cyril Belikoff: yeah, it does. It’s, it’s sort of, um, what we try to do with it is articulate it in a way that it’s not just about AI for AI’s sake. [00:07:48] Vince Menzione: Yeah. [00:07:48] Cyril Belikoff: But it’s AI based on what the customer outcome is trying to, what the customer is trying to achieve on their outcome. Um, and so as part of that, of course, you know, agents, AI applications is a big part of what’s driving customers’ capability of, uh, to become frontier. [00:08:05] Cyril Belikoff: And, uh, the marketplace is part of that. ’cause they can either custom build that. Uh, or they can, you know, buy off the shelf, right? Uh, or, and actually in Combin they do mostly they do both, right? And so, um, in order to accelerate their ability to become more frontier, we have these, uh, partners that build, uh, third party solutions through a marketplace. [00:08:27] Cyril Belikoff: And then, uh, uh, those same partners or others that build bespoke solutions around that. So, um, a lot of momentum around, uh, AI apps and agencies, as you can imagine. Um, we have, I think, 5,000 plus AI apps and agents. [00:08:43] Vince Menzione: I was gonna ask you what you’re focused on now, but you, I think you’re tying into this now already. [00:08:47] Cyril Belikoff: Yeah. Um, so of course that’s important. [00:08:50] Vince Menzione: Yeah. [00:08:50] Cyril Belikoff: But really for us it’s about doubling down on driving customer, customer demand. How do we merchandise the right things that customers are looking for? How do we, uh, accelerate any of our flows? Like we will spend hours just looking at like the flow of one scenario. [00:09:07] Cyril Belikoff: Where is it getting stuck? How do we improve it? Um, and then how do we connect it to the channel? And, and what, what more things can we do like EO or multi-party private offers and the like, and we have. Probably an announcement a month in the next three or four months. [00:09:24] Vince Menzione: Oh, come on. Let’s, [00:09:24] Cyril Belikoff: that will, [00:09:25] Vince Menzione: I know, I know it’s early. [00:09:26] Vince Menzione: I know it’s early, but you, you’ve got some, I know you’ve got some things. Think [00:09:29] Cyril Belikoff: about the customer experience. Think about the channel integration and dream about [00:09:33] Vince Menzione: what maybe more of a global scale with some of the offerings, maybe, maybe. Um, so, you know, I, so I, the earnings, we talked about the earnings with Steven, but I thought that there was a very compelling number around the commitment number. [00:09:46] Vince Menzione: Yes. You and you run your Azure as part of your remit. We didn’t go through your entire remit. [00:09:50] Cyril Belikoff: Yep. [00:09:51] Vince Menzione: It’s not just marketplace. You also, you also own the Azure number. [00:09:53] Cyril Belikoff: Yep. [00:09:54] Vince Menzione: Let’s talk about that. [00:09:55] Cyril Belikoff: Yeah. Um. You know, it’s, it’s exciting times for customers. They want to do things not only with us, but with everyone in the room. [00:10:04] Cyril Belikoff: Um, and they are making very large commitments, huge commitments over the next two to three years to spend on Azure. Um, and so it’s now our joint jobs to go and help them identify the right business outcome and go and, you know, consume that commitment. It is just a commitment. It’s not actual. Consumption. [00:10:27] Cyril Belikoff: Yes. And so it’s all of our jobs to take advantage of that. The, the customers are saying, Hey, we have line of sight to the types of things we want to go do over the next two to three years. Uh, probably not everything is, you know, i’s dotted and t’s across, but they have line of sight to most of it. Um, and how do we go help them drive that? [00:10:46] Cyril Belikoff: Um, and so from an Azure perspective, obviously that’s very encouraging for us. It, it allows us to. Invest in more data centers and more capacity that we are doing as fast as we can. Um, and then, um, and then of course on marketplace, the marketplace can retire. [00:11:04] Vince Menzione: That’s [00:11:04] Cyril Belikoff: that Azure commitment. That’s, [00:11:05] Vince Menzione: I wanted to make sure [00:11:06] Cyril Belikoff: people understand that the, in fact, not only the Azure component from the marketplace, but the full software stack from the partner, uh, the software company retires the Azure commitment. [00:11:17] Cyril Belikoff: So if it’s. Uh, I’ll make it up if it’s, uh, a hundred bucks and it’s 50 50, it’s not 50 50, but, um, I won’t disclose any percentages, but let’s say it’s 50 50, it’s much more for the software company, by the way. Um, if it’s 50 50, it’s not just like the $50 for Azure that gets retired. It’s the entire a hundred dollars that gets retired on the customer commitment, commitment, which is great for the software company. [00:11:39] Cyril Belikoff: It’s also great for the customer that they can, you know. Bring that through, uh, to, uh, to their Azure commitment. And we do the same thing with our sellers. So the marketplace sales retire our sellers compensation. So we’re like checking every box so that there’s no friction in the system. So that, so the partner, the customer, our sellers, they’re all juiced to go and. [00:12:03] Cyril Belikoff: Deals with marketplace. [00:12:04] Vince Menzione: I, I hope everybody un understand. I mean, I understand this. I hope everybody else understand this too. ’cause I, I was, watch, you know, I, I, I watched LinkedIn and I see people post things and somebody made a comment about how difficult it was to use Microsoft Portal. And I was thinking to myself, do you realize that there’s, I’ll say 150 billion, but it’s probably a bigger number than that. [00:12:22] Vince Menzione: That’s a total addressable market available to you if you’re a Microsoft partner. You can access these customer commitments. [00:12:30] Cyril Belikoff: Oh yes. [00:12:30] Vince Menzione: If you bring your product on Mark over 400 now [00:12:32] Cyril Belikoff: Yeah. [00:12:33] Vince Menzione: You bring your product into the marketplace, you have access and the customer can retire that commitment. [00:12:38] Cyril Belikoff: Yeah. [00:12:39] Vince Menzione: Without having to justify a new cost justification. [00:12:41] Cyril Belikoff: Yeah. They don’t have to go to procurement. They don’t have to. Yeah. [00:12:44] Vince Menzione: Yeah. I mean, it’s a huge opportunity. [00:12:46] Cyril Belikoff: Yeah. [00:12:46] Vince Menzione: So, um, so you’ve been focused on quite a bit. We wanted to invite John on stage. [00:12:53] Cyril Belikoff: Great. [00:12:53] Vince Menzione: John, you from Sugar is here. Where’s John? Is John in the house? Where’s John? [00:12:57] Cyril Belikoff: There he is. [00:12:58] Vince Menzione: Who’s also an expert in Marketplace. [00:13:00] Vince Menzione: A great friend of Ultimate Partner. Great. Hey, how’s it going? He’s a great partner of Ultimate Partner. Great to see you, sir. All the way from San Fran. Oh, actually we’re on your side of the coast, so, uh, it’s long. He looks [00:13:12] Jon Yoo: cooler than us [00:13:12] Vince Menzione: though. He, he always looks cool. I said that about time. [00:13:15] Jon Yoo: You know, I gotta be comfortable. [00:13:16] Jon Yoo: I gotta be comfortable. [00:13:18] Vince Menzione: So John, good to, good to have you. You’re thanks for having us. You guys are like, every time I see a post from you, you’re moving into a new office space ’cause you’ve outgrown your office space. [00:13:26] Jon Yoo: Yeah, we’re, we’re really excited about the new office. We have hvac, which is a, a big, big, uh, it’s a big thing. [00:13:31] Jon Yoo: Improvements, high ceilings, you know, the whole works h help [00:13:36] Cyril Belikoff: sometimes. Yeah, [00:13:37] Jon Yoo: yeah, yeah, yeah. We, we have our, uh, office opening party if anyone’s an SF on Ally first. [00:13:41] Vince Menzione: Nice. Nice. Yeah. May, may, May 21st. May 21st. That’s right. Well, so, so you’ve been, you’ve had like a front row seat to all of this. I would love to get your perspective on what you’re seeing across partners and what’s changed over the last 12 months. [00:13:55] Jon Yoo: Yeah, so, uh, for those that don’t know, um, sugar is a, uh, a revenue platform for cloud marketplaces and co-selling. Um, so we partner very closely with Microsoft as well as either hyperscalers and other marketplaces like Snowflake, Alibaba, et cetera. And what we, what, what I’m seeing is a couple things. One marketplace is becoming a default to go to market engine. [00:14:17] Jon Yoo: So, you know, I think a lot of people see the stats about how the, the GMV, so, you know, the, the throughput through these marketplaces have been doubling. We’re seeing that in our data as well. So we’re seeing triple digit revenue growth from marketplaces. We’re seeing companies who, you know, maybe the earlier end of marketplaces were infra platform layer of software that used to really adopt it. [00:14:37] Jon Yoo: Now you’re seeing. You know, explosion in a business application layer of companies as well. And so that’s super exciting. I’d say the second piece is channel players are getting more and more involved. Um, I think, you know, I’m the Silicon Valley SaaS bubble, uh, or the AI bubble, so to speak. And I didn’t know as much about the channel world and even these big AI companies. [00:14:59] Jon Yoo: I mean, you’re seeing unprecedented, unprecedented demand, uh, for these, you know, LMS or these AI biz apps. And despite that, they are really working with a partner ecosystem because you’re realizing that most of the world do not really know how to adopt ai. Yeah. And they’re really leaning on expertise. [00:15:18] Jon Yoo: And these AI companies, AI native companies, are looking to channel partners who have these. You know, relationships with their end buyers on how to deliver change managements, how to deliver enablement, not just a system integration site. [00:15:32] Vince Menzione: And they’re also looking to the platform or platforms in the case, Microsoft here also. [00:15:36] Vince Menzione: Right. Which, because like what, where am I gonna do just go out and buy philanthropic or Claude or whatever? I need that to be integrated into my enterprise as well. Right, exactly. [00:15:46] Jon Yoo: So we’re definitely seeing like more adoption of Microsoft Foundry, for example, as people think about security and governance and whatnot. [00:15:52] Vince Menzione: Yeah. Very cool. Any comments on, on? [00:15:55] Cyril Belikoff: Yeah, that makes absolute sense. It’s, uh, um, you know, lots of layers to AI from data. The a, the AI layer itself, the application layer, uh, and innovations happening at all of those pieces of the stack. Um, and so when a software company is trying to, you know, uh, modernize their thought process or build new. [00:16:19] Cyril Belikoff: They ha they have to think about all of those components. Foundry obviously is the AI layer and it provides them with capability to be agile and move quickly and do compliance and, and snap into an organization’s, um, architecture. But it’s the same applies to data, like how it’s fine to have AI but doesn’t, doesn’t do anything without data. [00:16:40] Vince Menzione: Right. [00:16:40] Cyril Belikoff: And so then how do they get data in the cloud? Um, uh, [00:16:44] Vince Menzione: and then how do you security [00:16:45] Cyril Belikoff: govern and govern, right? And how you secure govern, you know, all those sort of things. So obviously we have first party experiences, but they have partners with, um, their own solutions. They’re built on top of, [00:16:53] Vince Menzione: yeah. [00:16:53] Cyril Belikoff: Those Microsoft layers. And, uh, you know, like John says, lots of momentum. [00:16:58] Vince Menzione: So let’s talk about the maturity curve. Like walk us through it. Where do you see partners in this room sitting today? And what does it take to move for them to move to the next stage? Like, what would be your guidance for, for this group? [00:17:11] Jon Yoo: So, you know, we, we work across the entire spectrum of companies. You know, we work with the, the largest enterprises who’ve done billions through these marketplaces like Snowflake, workday, to leading AI companies like Glean or OpenAI, uh, to earlier stage startups who are completely new to marketplaces and really look for, for guidance around what do I do in my first 90 days? [00:17:33] Jon Yoo: How do I get the attention of Microsoft sellers, or how do I. Optimize my marketplace operations so that we can be discovered, uh, really easily on Microsoft Marketplace and others. And the, the way that I think about it is companies first come on, because it is buyer driven oftentimes. So, I mean, that’s just the truth of the nature of you have these big enterprises that want to, you know, burn down their Mac agreements, for example, and that’s how they get started. [00:17:59] Jon Yoo: And or a, a as like this whole space maturing, you’re seeing. A new CRO come in and they’ve done this at X, Y, Z companies and they want to bring that playbook over. But then as they start to do a couple deals through these marketplaces, they think, and this is start of the the flywheel, right? Hey, what do I need for co-selling? [00:18:19] Jon Yoo: And there are systems, you know, integrations and playbooks that need to be done well. Once you do have co-selling figured out, how do I now know which opportunities to co-sell? So we have things like intense signals to be able to. Help them, you know, help overlay a cloud, go to market lens over your existing pipeline. [00:18:36] Jon Yoo: And then now it becomes less of a partnership initiative and actually elevates up to the CRO initiative. And across each of those, um, layers, uh, you have different automation needs because once you actually start to get the flywheel going, it becomes. Holy crap. Now I’m doing 10, 20, 30, 50% of my revenue through these market, you know, through, through marketplace. [00:18:58] Jon Yoo: And it’s creating different data pipelines of work to be done. And now I have to figure out my finance angle of how do I do revenue recognition through these indirect channels. And so that, that, that is kind of the maturity covers. I think about it when you try to retrofit like, uh, all the automation up front, it doesn’t go as well. [00:19:16] Jon Yoo: You have to do a crawl, walk, run approach so that you can also build and bring the rest of the organization with you. So if I look at ’em to the, you know, there’s some familiar faces, some folks that probably are wondering some new faces [00:19:28] Vince Menzione: as well. [00:19:29] Jon Yoo: Yeah. What, what Microsoft marketplace or what marketplace even is. [00:19:33] Jon Yoo: I’d probably say people are in that transformation bucket of, Hey, I’ve done a couple of deals, we’re in this early stages of co-selling. Now I, now I gotta figure out how to supercharge it because this is kind of the future, you know, we can talk more about agenta commerce and whatnot, but, um, I think a lot of people are figuring it out than looking for. [00:19:51] Jon Yoo: For guidance here, [00:19:53] Vince Menzione: zero. [00:19:55] Cyril Belikoff: Yeah. You know, I would say, um, I’ll get what I call tactical yet strategic. [00:20:01] Vince Menzione: Okay. [00:20:01] Cyril Belikoff: Which just think about product-led growth. Yeah. Just think about, uh, similar to the consumer world, if you wanna sell something, you need search engine optimization. If you are thinking about these marketplaces and Microsoft marketplace being one, how are you optimizing your listing so that when a user goes into like the search bar, it’s optimized to bring back the results that make sense to you? [00:20:29] Cyril Belikoff: I think historically we’ve had scenarios where some partners have used the marketplace primarily as like a transaction thing. They’ve done the deal, but then they’re transacted on the marketplace ’cause they wanna retire the the Azure commitment. And that is changing to be sort of product led and marketplace led, uh, versus deal led. [00:20:49] Cyril Belikoff: Uh, but you cannot have a generic one line sentence in your listing. You will not be surfaced unless the customer literally knows your name and will search for you. You’ll not be surfaced if they search for a particular category healthcare app that does something right. And if that’s your thing, you should have the right keywords, you have the right images, have the right videos, and we believed in it so much. [00:21:14] Cyril Belikoff: We actually built a listing optimization AI tool that will auto look at your listing. And based on our best practices, and we know what our search engine is doing, we will make recommendations to you on how to improve. Listing. And so it’s not like a read a document as a best practice. It actually will be an ai, uh, customized tool for your particular listing. [00:21:37] Cyril Belikoff: So lean into those types of things, you know, to, as John says, says, think about the digital flow. This over time will become much more of your, of your business. So make sure you’re thinking about, you know, if someone’s on the marketplace and they decide to trial something for you, how, how are you following up? [00:21:56] Cyril Belikoff: Like, how do you take the next steps? Um, maybe you, maybe you working with a reseller and you don’t have your own sellers, but how do you wiring that into your resellers so your resellers are following up? Or if you have your own sellers, you know, your own sellers are doing it. So you have to sort of digitize your thinking on sales and marketing in this new market, commercial marketplace world, versus in the same way we would’ve done in like the consumer marketplace on Amazon or, you know, um, as you search something on Google. [00:22:26] Cyril Belikoff: Maybe bing. Um, so, um, yeah, yeah. This [00:22:29] Vince Menzione: size. B Come on, come on. [00:22:31] Cyril Belikoff: I [00:22:31] Vince Menzione: had bing. [00:22:32] Cyril Belikoff: Um, [00:22:33] Jon Yoo: I do wanna double click on that, which is when, when we, you know, I talk about like, hey, a lot of it’s buyer driven. A lot of people think about private offers, but then the marketplace offers. But the reality actually, when we look at the data is that there’s a lot more self-service [00:22:46] Vince Menzione: correct [00:22:47] Jon Yoo: offers than there are what they call private offers. [00:22:50] Jon Yoo: So where there’s deal led and that, that, that, that shift. It’s super exciting to see where now these marketplaces are becoming where buyers or users go to discover new products. Let alone, you know, in the future where let’s say there’s an AI agent that has some reward seeking function, and in order to do its job, it needs to go purchase a tool marketplace might be the channel where this happens, which is all the reason why that your listing does need to be optimized. [00:23:16] Jon Yoo: So that one, the agent knows exactly what your tool does and it can match against. Reward. And then second, you have to win the a EO race, right? Yeah. Of, of how you show up in these AI engines. So just wanted to double click on how important that is. Yeah. [00:23:31] Cyril Belikoff: Makes, makes total sense. And we’re, we’re seeing that shift from private office to having a public listed price and a, a public offer as well. [00:23:39] Cyril Belikoff: And so we’re, we’re ourselves investing in our own marketing demand generation. Just in the last three to four months because we’ve seen that taking off and as soon as we saw the signal, we’re like, oh, we should pour fuel on that fire. Because if, if we see organically customers don’t do it, we should, you know, we should go after that and help them understand that we’re here. [00:23:58] Cyril Belikoff: And, uh, if it’s working for some that are doing it by themselves, it’ll work for others and we’re seeing really, really good results. Um, so yeah, get your listing optimized. Think about your digital flows. As John says, the flows of the future are probably agentic wise, maybe not even a human coming to the Microsoft marketplace. [00:24:17] Cyril Belikoff: So you gotta be thinking, not now, it’s okay. You have time. Um, but in the future, you know, six months from now, that quite easily is a scenario. So you really have to start thinking about those, uh, those, uh, digital flows. [00:24:29] Vince Menzione: Yeah. It’s so insightful. Well, it’s what you call product led growth, basically. Yes. And agent led growth. [00:24:35] Vince Menzione: Yes. Right. In some respects. So this is where like we need to think about that. The future model where the agent comes in and actually does the purchasing. We’re not there yet, are we? [00:24:45] Jon Yoo: No. With some products, you know, um, especially, especially if it’s like developer tools. We’re starting to see some of that, but, uh, no one’s gonna buy a cybersecurity solution. [00:24:55] Jon Yoo: Um, that’s seven figures or an agent’s not gonna do that. Right. But the eng the, the search functions are a little bit changing. [00:25:03] Vince Menzione: Yeah. So a lot of ai, you know, we had Steven Boyle on earlier, we were talking about ai, AI natives, you know, that’s Jason Grey’s organization does a lot of work in that area. How do these organizations need to think and act and how do they leverage the cloud marketplaces? [00:25:17] Vince Menzione: Or how do le how do marketplaces fit into the equation? ’cause most of them are coming from a different like paradigm or mindset. [00:25:24] Jon Yoo: I mean, uh, it’s like the number one question, you know, I’ll give a little personal story of like, I get a lot of parking tickets, uh, and I don’t know how to pay off my late fees. [00:25:34] Jon Yoo: So we set up a little open claw that will actually go and ask me questions, and it actually pays off my parking tickets on my behalf. Um, so, so, so, you know, on the other hand, like there, there’s layers to it, right? It could be like layer one, I ask ai, Hey, how do I pay off my parking tickets? Layer two could be. [00:25:52] Jon Yoo: Hey, you know, what’s the best way for me to structure my cadence to pay off the parking tickets? And then layer three is like, Hey, AI, proactively check if I have parking tickets and go pay it on my behalf. Here’s my credit card information, you know, stored in a secure vault. So, uh, what, what I mean by a native as a company bring that analogy is, uh, bringing it at its core. [00:26:12] Jon Yoo: So like a little for, for sugar. We’ve spent the past six months optimizing around our entire, like company brain where we are storing all the context. To a singular, singular place that is queryable, that there’s no coordination tax between teams. Our entire product development process actually is automated where we have multiple agents debating one another, PRDs to code generation, code review, uh, you know, security, qa, et cetera, et cetera. [00:26:40] Jon Yoo: And then there’s humans in the loop across the process. So I would actually think about when we, when we fit that into, into marketplaces, it’s not just thinking about who’s going to send the offers or who’s gonna do the co-sell, or who’s gonna X, Y, Z, but how do you bring all that together so that your sales reps and your partnership person and Microsoft all has to share context in a given deal and it’s done automatically without, you know, back office folks having to update what partner led or partner influence means and reporting things in a, in an old way. [00:27:11] Jon Yoo: So it’s almost re-imagining. Entire workflow, given everyone should have open context of what’s going on in a given deal. So let’s say maybe a hand wavy way of answering that question. Yeah. But it does mean that we should be re-imagining, uh, what the job to be done is, uh, very fundamentally [00:27:28] Vince Menzione: cy, how are you thinking about it since you’re building the, the, the toolkit at Microsoft? [00:27:32] Cyril Belikoff: Yeah. Um, yeah. Well, John says absolutely is right, particularly around marketplace and how that sort of flow and ecosystem will work. Um, in addition to that, it’s. Not only about how marketplace or about developers ’cause the developer, uh, scenario or persona was the first globally to see the value of AI and agents in the flow of their work. [00:27:55] Cyril Belikoff: It was the first to like, oh, one developer can now do much more. I can be empowered, I can build agents to work on my behalf. I can, uh, I can be an architect instead of a hands-on coder. Right. It’s changed the profile of what developers do exactly what. Uh, John mentioned what he’s doing himself. That’s just one profile of a user. [00:28:17] Cyril Belikoff: Th there are many other profiles. A sales person, a marketer, a uh, CFO team, hr. Each of these are literally going through the same transformation. They’re one beat behind developers because developers, you know, was really tech enabled and tech stack driven, and the, and the opportunity was, was obvious quite quickly. [00:28:39] Cyril Belikoff: These are coming really quickly. This is not like the internet adoption cycle that took many multiple years. This is like, we’re talking months. So, and even inside Microsoft, we have our own, what we call, uh, frontier Marketing Internal Initiative to re, um, rewire marketers and how they go about their daily job and stop doing it this way and do it this way. [00:29:04] Cyril Belikoff: Just pick up M 365 copilot with. Coworking Claude, uh, embedded and just go do the work. Why do you have to outsource this or create this? Just edit the video right there yourself. Like, why do you have to just go do the, as a marketer you want to create a beautiful piece of content, just go and create it. [00:29:21] Cyril Belikoff: ’cause it can create it for you now. [00:29:22] Vince Menzione: Yeah, [00:29:23] Cyril Belikoff: three months ago, literally three months ago, it couldn’t do that. And so what is it gonna be in two months for a marketer or a salesperson or finance person? I mean, just co-pilot in Excel. What that is doing to the financial business is in, like if you, any financial person will tell you they live and breathe through in Excel, like it’s just, it’s their equivalent of, it runs [00:29:44] Vince Menzione: most businesses [00:29:44] Cyril Belikoff: their dev tool, right? [00:29:45] Cyril Belikoff: It’s their thing. It’s really [00:29:46] Vince Menzione: is. [00:29:47] Cyril Belikoff: So this is happening over and over again. Again, if you can package those things up and package a package, that piece of IP on a marketplace is, is not only gonna be a big system, it could be a very, very small piece of. Functionality in a flow for a marketer or a salesperson that is so valuable that can be solved many times on a marketplace. [00:30:08] Cyril Belikoff: And in many cases, everyone’s a software company at this point. Everybody can go and package something up. And so I would be stunned if we don’t see cross pollination from system integrators to channel partners, all just publishing on marketplaces based on, oh, I’ve done this thing four times. I cannot do it 400 times. [00:30:26] Cyril Belikoff: Let me just package it up and put it on a marketplace. So. Yeah, I’m sure you know, John alluded to that. It’s, there’s a lot of exciting times. [00:30:33] Vince Menzione: No, the future [00:30:33] Jon Yoo: is [00:30:33] Vince Menzione: great. What do you [00:30:34] Jon Yoo: totally, I mean, it’s, it’s a case of like, how do, what does being marketplace native also mean? [00:30:38] Cyril Belikoff: Yes. [00:30:38] Jon Yoo: You know, and not, I feel like I’ve seen so many people just use it as a, Hey, we’re opportunistically there and if we get some leads out of it, great. [00:30:45] Jon Yoo: Or if there’s some deals, great, but they’re not really leaning in and being marketplace native the way, you know, and right now there’s, this might be uncomfortable, but there’s no excuses. You know, like creating a partner marketing content with your brand guidelines. It should not take so many time. Or it’s a 10 minute exercise. [00:31:02] Jon Yoo: Exactly. Exactly. Three [00:31:03] Cyril Belikoff: prompts. [00:31:05] Vince Menzione: It used to be that ops used to get involved because, oh, we, we know that they have a commitment. Let’s go run it through the marketplace. Right now, what you both have been suggesting here is it becomes a discoverable process. It becomes part of your normal go to market strategy, and you’re, you’re driving pr, product led growth and SEO and all the things you need to do running a a corporation and modern corporation today. [00:31:26] Cyril Belikoff: Yeah, [00:31:26] Vince Menzione: exactly. So, what’s the future like? Where, where do we go in 12 months with this? What do you think? What do you predict? We, we get out a Ouija board or a crystal ball here. What, what, what do we think? [00:31:38] Cyril Belikoff: I think more broadly in the industry, you’re gonna, some of the scenarios that John alluded to, agent to agent interactions, uh, many agents acting on behalf of humans and on behalf of organizations, uh, and doing. [00:31:55] Cyril Belikoff: Simple things and quite complex things. Uh, and those need to be, uh, managed carefully, uh, with, uh, the right, uh, engagements and built carefully. And in, in many cases, customers will look to partners that are quote unquote certified on, uh, uh, HyperCloud platform. Uh, as a way to get going quickly, but also get the, the quality that they need. [00:32:21] Cyril Belikoff: Um, and I think instead of buying this monolithic, massive application, I think we will see lots more of smaller applications being built that have cleaner open, uh, you know, MC, you know, MCP type agent interfaces that can just work together, uh, without, you know. More complicated integration work, [00:32:42] Vince Menzione: cobbled together your own solutions as opposed to big [00:32:45] Cyril Belikoff: monolithic [00:32:45] Vince Menzione: applications. [00:32:46] Cyril Belikoff: Yeah, there’ll be a much more agile, [00:32:48] Vince Menzione: yeah. [00:32:48] Cyril Belikoff: Uh, personalization. I mean, a lot of people saying SaaS is dead. It’s not quite dead. But I think that SaaS will get significantly more agile, more custom and more personal, uh, for, uh, for customers. [00:33:03] Jon Yoo: I, I would agree with that. Um, I mean, I’m biased, but I think marketplace are gonna be even more relevant than ever. [00:33:08] Jon Yoo: I mean, it’s already highly relevant, but, uh, as you, you know, I think in the past the, the narrative was, well, there’s a new generation of buyers and they’re millennials. They, they wanted, you know, uh, I always talk about consumer experience to B2B sales, you know, and, and now it’s like agents that’s that on steroids. [00:33:24] Jon Yoo: Um, but what I, you know, beyond that, I think, uh, there, there’s a lot of talk of like SAS apocalypse or software companies getting. Destroyed by, you know, the, the, the AI labs or SaaS is dead or whatever. I think SaaS is gonna, I mean, there’s gonna be way more software companies because the cost to build is a lot easier. [00:33:46] Jon Yoo: That means that competition will be. Even more fierce than ever. And you have all these AI native companies that are coming out with a quicker time to market, quicker time to value, and they have some recursive loops that makes the product even that much better. Um, so what that means for everyone is like, one, you gotta go back to the, the core differentiations. [00:34:06] Jon Yoo: Or like in the past, maybe the, the time to build was the differentiation, but today it’s, or you know, there’s some other, obviously the core elements, but then there’s. Distribution. Yeah. So how do you partner with Microsoft, for example? How do you have your own self-improving like distribution model? That makes sense. [00:34:22] Jon Yoo: Marketplace being a huge component of that. Two is obviously there, there’s a piece of like network and data. That’s what we think about of hey, what makes our product better as more, more people use it. Um, because yeah, competition is crazy fierce and it finally goes into times deployment. That’s why you see these companies like. [00:34:41] Jon Yoo: Open AI anthropic that are competing for their enterprise, uh, pie. And instead of doing it themselves, they’re, I mean, I think OpenAI just did a joint venture of like $4.1 billion into the deployment company. Anthropics doing the same, they’re surrounding themselves with the ecosystem and channel is going to be more relevant than than ever, as long as you know how to enable AI services and know how to deliver on this technology to the, to the broader world. [00:35:07] Jon Yoo: And so. Channel awesome. Marketplace, awesome. You know, competition’s gonna be fierce. Success is not going anywhere. [00:35:16] Vince Menzione: Good conversation, gentlemen. [00:35:18] Jon Yoo: Awesome. [00:35:18] Vince Menzione: I’ve been told we’re over time. I wanted to open it up to questions. Um, but I do feel like we, yeah, I’ll get, I’ll get yelled at. But this was incredible. Um, some great, I mean, the, the pa it, it’s terrific to see. [00:35:36] Vince Menzione: How far we’ve come in, so shorter period of time, and it’s only gonna continue to get better. I think the one question I’ll have is like, what, what would hold any of these companies back at this point? It feels like it’s such a compelling reason we need to move forward. Is there, is there anything, like why would, why would we hold back? [00:35:54] Cyril Belikoff: Um, you know, some of the discussions we have, um, is about how to balance today’s world with tomorrow’s world a little bit. [00:36:01] Vince Menzione: Yeah. [00:36:02] Cyril Belikoff: Today’s business model with tomorrow’s business model, today’s financial results with tomorrow’s financial results. Um, and there are very different approaches to all of this. [00:36:13] Cyril Belikoff: Those AI natives, they’re like, there is no yesterday. There’s only tomorrow. Um, there those companies that realize they’re being threatened by AI natives and so they have to move quickly. Um, and, uh. Figure out a, a, a business model and then someone else who wants to do a bit of both and bridge into it. [00:36:32] Vince Menzione: Yeah. [00:36:32] Cyril Belikoff: Um, and just within that frame there are different ways to tackle it, whether it’s create two teams, one’s the future team, one’s the current team, and, you know, may the best team win, um, makes sense with the customer and that, uh, or, uh, give the, give the customer the choice and have the teams going together. [00:36:49] Cyril Belikoff: So there are lots of different approaches. [00:36:51] Vince Menzione: Right. So great to have you. Did you have some, did you have a comment to make on that? [00:36:55] Jon Yoo: Uh, no. Just, uh, unwillingness to lean in and learn something new. Yeah. [00:36:59] Vince Menzione: Yeah. [00:37:00] Jon Yoo: I’m, I’m, I’m much more in the burn all boats buckets. Yeah, [00:37:03] Vince Menzione: I know. Me too. [00:37:03] Jon Yoo: Of, uh, no, no old team and new team. [00:37:05] Jon Yoo: Just new team and you know, that’s just push forward. [00:37:07] Vince Menzione: Well, great to have two amazing leaders on stage with [00:37:10] Cyril Belikoff: us. Thanks [00:37:10] Vince Menzione: so [00:37:10] Cyril Belikoff: much. [00:37:10] Vince Menzione: So thank you [00:37:11] Jon Yoo: so much. Yeah, thank [00:37:11] Vince Menzione: you [00:37:15] Jon Yoo: so much. [00:37:16] Vince Menzione: Don’t forget. Ultimate Partner Live is coming soon, October 26th through October 28th in Reston, Virginia. I hope to see you there. [00:37:28] I.

Building a startup on Bitcoin means you're not riding one rollercoaster, you're riding two at once. The volatility of launching a company is hard enough. Layer on top of that a protocol still finding its own product-market fit, and you get a compounding effect that will break founders who aren't prepared for it. Will Reeves knows this firsthand. He co-founded Fold, lived through deep bear markets with no investor interest in sight, made a critical pivot after realizing he was building the wrong solution, and took Fold public on Nasdaq in February 2025 as the first Bitcoin financial services company on the exchange. In this episode of From Start-Up to Grown-Up, host Alisa Cohn sits down with Will Reeves, Co-Founder and CEO of Fold, to explore the real cost of building on Bitcoin, why "growth at all costs will destroy you," how a Starbucks line changed everything for Fold, what shifts the moment you go public, and the one truth about imposter syndrome most founders will never admit. You'll learn:Why building a company on top of Bitcoin creates a compounding risk that most founders and investors seriously underestimateThe exact moment Will realized Fold was solving the wrong problem, and how the pivot unlocked real product-market fit and landed Visa as their first major partner. Why "growth at all costs" is uniquely dangerous for Bitcoin companies, and what it actually looks like to build a business for long-term survivalWhat changed when Fold went public How to spot when an executive has stopped scaling with the companyWhat imposter syndrome actually feels like from inside a public company CEO roleWe talk about:00:00 Why building on Bitcoin means you're riding two rollercoasters at once 04:03 Is resilience something you're born with or something you build over time? 06:37 The advice Will gives founders on withstanding the startup journey day to day 09:32 How Fold realized it was solving the wrong problem, and what they did about it 13:22 How do you get your team on board when you've found a new direction? 15:04 What Bitcoin is really for: decentralization, inflation, and financial freedom 22:23 Why growth at all costs will destroy you when you're building on Bitcoin 24:41 Why Fold went public via SPAC and what that decision looked like from the inside 33:03 The painful lesson of replacing yourself as a founder CEO 39:18 The lowest lows and highest highs of building Fold 43:13 Have you ever experienced imposter syndrome? Will's honest answer 46:43 Advice for founders on building a company and a life at the same timeFollow Will onLinkedIn: https://www.linkedin.com/in/will-reeves/ Website: https://foldapp.com/ Connect with Alisa!Follow Alisa Cohn on Instagram: @alisacohnTwitter: @alisacohnFacebook: facebook.com/alisa.cohnLinkedIn: https://www.linkedin.com/in/alisacohn/Website: http://www.alisacohn.comDownload her 5 scripts for delicate conversations (and 1 to make your life better) Grab a copy of From Start-Up to Grown-Up by Alisa Cohn from Amazon

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From a childhood dream of becoming an inventor like Louis Pasteur to leading commercial due diligence for private equity funds like KKR and HIG, Josh Emington shares how his team sizes markets, calls real customers, and spots the growth opportunities other investors miss. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Josh Emington, a partner at The Martec Group, a boutique strategic consulting and market research firm. Josh leads Martec's value creation team, working with lower middle market and middle market private equity funds including KKR, HIG, Granite, Rotunda Capital, and Everglades Equity. WHAT YOU'LL LEARN How commercial due diligence tests whether a deal's growth story actually holds up, why customer concentration can erase a company overnight, and what a free pre-diligence memo can flag before a client spends real money. Josh also explains why his team still picks up the phone to call a target's real customers, and how AI has compressed Martec's research timelines from seven days to two. JOSH'S JOURNEY Josh's path into research started at a scholastic book sale, where his parents picked up a chemistry kit and a book about Louis Pasteur. He decided he wanted to be an inventor who saved lives the way Pasteur had. His first real deal came as an Eagle Scout, selling popcorn door to door to earn a trip. The professional turning point came on a customer journey project for a top manufacturer of toilet seats. When his team learned that customers had no idea who to call when a seat broke, they recommended putting the brand name on the back. Two years later Josh saw the brand on a hotel toilet seat and, as he told Corey, "just making an impact in a business like that doesn't get any better." Over the past decade Josh has executed hundreds of global research and consulting engagements at Martec, focused on commercial due diligence, M&A funnel support, target identification, and customer due diligence anchored in primary research. KEY INSIGHTS Commercial due diligence looks at both the risks that could blow up a deal and the opportunities a buyer might be paying for without realizing it. Josh shared a southern Florida example where his team helped a client acquire a lawn care installation business alongside a separate maintenance company, turning one time jobs into recurring revenue. Skipping pre-diligence is a common mistake. At least three times a year, Josh's team will deliver a short, free memo that sometimes recommends an investor not proceed at all because a technology is about to obsolesce or a competitor is far more advanced than the marketing suggests. Customer concentration is the biggest single risk Josh's team flags. As he put it, if 10 customers or even one customer accounts for 70 percent of revenue and that relationship ends, you do not have a company anymore. Corey pushed back from his seller side perspective, arguing buyers should consider structural protections tied to retention rather than discounting valuation outright. About 10 percent of Josh's M&A work happens on the sell side through exit planning. In one engagement, his team interviewed 2,000 rug buyers for an upper middle market online rug company to give a skeptical buyer the confidence that the brand really commanded its prices. AI has also compressed Martec's research timelines from seven days to two, and Josh's team now applies a triple AI lens to every deal, assessing how AI will affect the target's market, its workforce, and its own customers. Perfect for private equity investors, business owners preparing for sale, and dealmakers who want to understand what really gets tested before a deal closes. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/joshemington FOR MORE ON JOSH EMINGTON: Website: https://martecgroup.com/ LinkedIn: https://www.linkedin.com/in/joshemington/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Episode Highlights with Timestamps [00:00:02] - Introduction and Josh's background at The Martec Group [00:03:21] - The toilet seat project that made Josh fall in love with research [00:09:01] - The southern Florida lawn care deal that turned one time jobs into recurring revenue [00:13:39] - The free pre-diligence memo that can stop a bad deal before it starts [00:16:04] - The last bastion of human value and how customer due diligence really works [00:23:13] - Sizing the prize and spotting customer concentration risk [00:38:46] - How AI has compressed research timelines from seven days to two [00:46:56] - What freedom means to Josh Guest Bio Josh Emington is a partner at The Martec Group, a boutique strategic consulting and market research firm serving private equity funds and Fortune 1000 leaders. Over the past decade he has led hundreds of global research and consulting engagements focused on commercial due diligence, M&A funnel support, target identification, and customer due diligence anchored in primary research. He leads Martec's value creation team, supporting clients from thesis validation through pre-LOI and into post close growth strategy. Publicly known clients include KKR, HIG, Granite, Rotunda Capital, and Everglades Equity. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 332 - John Martinka. Financial due diligence and why messy financial statements can kill a deal or cost a seller real money on valuation. Episode 324 - Sejal Lakhani-Bhatt. Technical and cybersecurity due diligence, and how a company's IT history follows it into a sale. Episode 351 - Corey Kupfer Solocast. A breakdown of the different types of due diligence that apply across every kind of deal. Keywords/Tags commercial due diligence, private equity due diligence, customer due diligence, voice of customer research, market sizing, TAM and SAM analysis, customer concentration risk, exit planning, M&A due diligence, value creation, buy side due diligence, sell side due diligence, AI in market research, deal thesis validation, competitive market mapping, business combination strategy, recurring revenue acquisition, pre-LOI diligence, lower middle market private equity, Martec Group

Appsec has seen machine identities from daemons and processes to services, microservices, and cloud accounts. And now we have agents. Ev Kontsevoy talks about what it means to have engineers and agents interacting in an environment, and why a focus on actions can be more effective than roles. One of the biggest challenges in securing agents along with all of the other identities that organizations manage is how fragmented that management has become. But a unified engineering view of identities is just a start. Once you're able to shift to a practice where access is granted based on attributes and limited durations, then your environment becomes more resilient to mistakes and unexpected actions, not to mention the security concerns that come with agents acting on their own. Who Is Responsible for an AI Agent's Actions? As AI agents gain the ability to access systems, invoke tools, and take action on behalf of users, organizations need clear frameworks that define responsibility for machine-driven decisions and outcomes. This segment examines how accountability, delegation, and attribution can be established across users, developers, security teams, and business stakeholders. Neha will explore how governance models support transparent, auditable agent-driven workflows while helping organizations manage risk and maintain trust. This segment is sponsored by P0 Security. Visit https://securityweekly.com/p0idv to learn more about them! The rapid rise of agentic AI and non-human identities is fundamentally reshaping the future of identity security, challenging traditional IAM and PAM models built around predictable human behavior. In this executive interview at Identiverse 2026, Amit Masand discusses how autonomous systems, AI agents, and machine identities are creating new operational and governance challenges for modern enterprises. Drawing from more than two decades of industry experience, the conversation explores the growing complexity of continuous governance in a world where identities increasingly operate at machine speed. Segment Resources: https://www.idmexpress.com/post/preventing-cybersecurity-incidents-through-managed-services https://www.idmexpress.com/post/cyberark-securing-aws https://www.idmexpress.com/post/turning-roadblocks-into-breakthroughs-a-custom-oracle-pam-integration-story Contact IDMEXPRESS! Secure Your Tomorrow, Today: https://securityweekly.com/idmidv Visit https://www.securityweekly.com/asw for all the latest episodes! Show Notes: https://securityweekly.com/asw-388

Explore Your Personality: https://PersonalityHacker.com    Joel and Antonia revisit dysregulation and explore why public emotional, cognitive, and existential instability feels so common today. They look at changing social norms, the loss of quiet processing time, separation from nature, and the decline of shared meaning-making systems. They also explain the four channels of regulation and why trying to meet spiritual or existential needs through politics, status, or entertainment never creates lasting relief.