Podcasts about Laying

Laying The Groundwork For Revenue Sharing bonus 1245 Mon, 23 Feb 2026 14:36:16 +0000 RvxOkhXxJA8wbzw9YA2RDpr9QTAF0jfB sports Sports Daily sports Laying The Groundwork For Revenue Sharing Wichita's popular morning local sports talk radio show is Sports Daily with Jacob Albracht and Tommy Castor. Listen live M-F 7a-11a on KFH! 2024 © 2021 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=ht

Love Becomes Action Speaker: Michael Shockley, ReCreate Church Scripture: 1 John 3:16-18 Episode Summary Pastor Michael shares the incredible story of Desmond Doss, the WWII medic from Lynchburg, VA who refused to carry a weapon but saved 75 men at Hacksaw Ridge. Through 1 John's challenging words about love, we discover that real love isn't about feelings or words - it's about action. If the Love of Jesus led Him to the Ultimate Sacrifice, how will His Love in us change the world? Key Points – Jesus introduced a new kind of love that culture doesn't understand - love that sacrifices, serves, and puts others first – Early Christians took the obscure Greek word "agape" and redefined it by The Cross - willing, sacrificial action for others' good – Laying down our lives usually means healthy self-denial and serving others, not just dying in a blaze of glory – Within God's Family, we see a need and meet a need - compassion without action isn't Christ-like love – Love must be grounded in Biblical truth, not just feelings - sometimes the most loving thing is a hard conversation – Throughout history, Christ's love in believers has changed the world through action, not just sentiment Main Takeaway Love Becomes Action. If it doesn't, it's not love. The culture says love exists to make us happy; Christ says love exists to seek the good of others. Real love isn't warm fuzzy feelings during sad puppy commercials - it's crawling through gunfire to save lives. Love that stays in your mouth never reaches anyone's life. The Love of Christ in us must move our hands, open our hearts, and cost us something, because that's what Jesus's love did for us. Memorable Quotes – "Love Becomes Action." – "If love doesn't cost something, it isn't love at all." – "Laying down our lives doesn't mean thinking less of yourself; it means thinking of yourself less." – "If love doesn't move your hands, it probably hasn't moved your heart." – "Say less, do more." – "The people who were dying didn't need somebody who cared enough to change their profile picture; they needed someone who would crawl through gunfire." – "Love that stays in your mouth never reaches anyone's life." Reflection Question Where has your love stayed stuck in words and feelings instead of becoming action? What need has God put in front of you that requires you to move - to open your home, calendar, wallet, or have that hard conversation you've been avoiding? Tune in to hear the powerful story of Desmond Doss praying "Lord, help me get one more" seventy-five times at Hacksaw Ridge, why early Christians had to practically invent a new word for Jesus's kind of love, and the challenge that if The Love of God abides in you, it will come out in compassion and generosity. Connect & Give Learn more about ReCreate Church at www.recreatechurch.org Give online easily and securely through Tithe.ly

Donald Trump isn't hiding his corruption anymore—he's broadcasting it. But why is the media failing to see the threat right in front of them?In this video, Marc Elias breaks down how Donald Trump has fundamentally changed the rules of American politics by "saying the quiet part out loud." While traditional media outlets are still hunting for secret scandals and cover-ups (the "Watergate mindset"), Trump is openly dismantling democratic norms, demanding loyalty, and cheating in the public square.Marc explains why this "open authoritarianism" confuses the press, how it creates a permission structure for other GOP officials to break the law, and why this specific type of public corruption poses the greatest threat to free and fair elections in 2026 and beyond.Support Democracy Docket's mission:https://newsletters.democracydocket.com/youtubeFollow Democracy Docket:Bluesky: https://bsky.app/profile/democracydocket.comInstagram⁠: https://instagram.com/democracydocketFacebook⁠: https://facebook.com/democracydocketX/Twitter⁠: https://twitter.com/DemocracyDocketTikTok⁠: https://tiktok.com/@democracydocketThreads: https://www.threads.net/@democracydocket00:00 Trump's Blatant Public Corruption00:57 Stop Saying He “Said the Quiet Part Out Loud” 02:29 Cheating in Public — And Bragging About It05:23 Why the Media Doesn't Know How to Cover This 08:58 No Cover-Up, No Consequences? 12:31 Why This Is So Dangerous for Elections 15:24 Undermining Free and Fair Elections — Out Loud 18:39 Laying the Groundwork to Take Over Voting 21:16 We Cannot Let This Be Normalized24:05 The Sycophant Olympics Inside the Administration 28:07 What “The Right People Voting” Really Means 31:37 Who Are the “Right Leaders”? 34:04 The Power Republicans Don't Have36:09 Believe What He's Telling You 39:18 What We Must Do Before November

Join us for our midweek study through the book of Judges.

Ken and Lima look back on their younger days while Anthony gives tips on how to stay fit into your 40s

YOU HEARD IT HERE FIRST FOLKS! Laying the groundwork for some goodies next week today we kept things light but we did ask you WHAT IS THE STUPIDEST REASON you CALLED 911? Also, Luke is a DOG DAD... a DIVORCED DOG DAD. Plus MINUTE TO WIN IT and some advice for ABEL may he grieve more comfortably! We love you Abel!See omnystudio.com/listener for privacy information.

It's time for our second Fiber Talk Canvas show. It's a long one. This month we talk about canvas supply and thread costs. Don't blame your LNS owner. Then, at the 20-min. mark, we have an extended discussion about how to read charts for those stitches that look so complicated but aren't. At the 1-hr. point, thanks to listener requests, we do an extended segment about laying tools and how to use them. As always, leave your thoughts and suggestions for future topics in the comment section.—Cindy and Gary Cindy's laying tools: Island House Needlepoint laying tools Merry L Needlework laying tools are sold wholesale only so ask your LNS to order one for you. Links to items discussed in this show: Debbie Rowley's website, DebBee's Designs: https://debbeesdesigns.com/ American Needlepoint Guild: https://www.needlepoint.org/default.aspx CyberPointers: https://www.cyberpointers.org/ Anasazi Spirit (Gary's project): https://stitchplay.com/anasazi-spirit/ Poppers (Beth's project): https://needledelights.com/product/poppers/ Jeweled Valentine (Cindy's project): https://www.rainbowgallery.com/wp-content/uploads/2016/05/Jeweled-Valentine.pdf Inchies (Beth's project back project): https://needledelights.com/product/inchies/ EverTite stretcher bars, Frame Lock corner devices, and tacks: http://www.needlestack.com/WebStore/Accessories/StretcherBars.html Adjust-A-Frame stretcher bars: Download the price list.

In this episode of the Anatomy of Change podcast, Seth Studley discusses the theme of personal growth and healing, emphasizing that feeling 'behind' in life is a common experience. He reassures listeners that they are not behind but rather in a process of being rebuilt. The conversation explores the psychological concept of developmental arrest, the impact of trauma on emotional growth, and the dangers of comparison in the healing process. Seth encourages listeners to embrace their current state, understand the importance of timing in healing, and focus on laying strong foundations for future growth. He concludes with a powerful reminder that everything is okay and that true change comes from consistent action. You're not behind; you're in a rebuilding process. Developmental arrest can halt emotional growth due to trauma. Comparison can rob you of joy and hinder healing. Rushed healing is not true healing; it only covers pain. What we resist will persist; embrace your feelings. Healing is not bound by cultural timelines. Fear-based decisions can lead to unhealthy outcomes. Laying foundations for growth takes time and patience. Everything is okay; embrace the present moment. Change comes from action and consistency, not just information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Laying the Foundation for Growth 2/15/26 Susan Allen Heb 5:7- ESV  In the days of his flesh, Jesus offered up prayers and supplications, with loud cries and tears, to him who was able to save him from death, and he was heard because of his reverence. 8 Although he was a son, he learned obedience […]

Pastor Mike Rose Genesis 6:1-7

Her father was murdered in 1999. Most people would grieve quietly. Khadijah Butler built an institution.As Founder and President of the Craig D. Butler Scholarship Foundation, she turned personal loss into policy-level impact, attacking the school-to-prison pipeline with scholarships, data, and strategy.In Philly, only 14 percent of college degrees go to Black students compared to 53 percent for white students. That is not a “bad neighborhood” problem. That is a systems problem. And she is calling it out brick by brick.We talk about:• Education as violence interruption• Why prevention gets less funding than punishment• The nonprofit industrial complex and who it really serves• Reclaiming power as an Around-the-Way girl with a planShe is not here for sympathy. She is here for structural change.She is also an author, Laying the Foundation Brick by BrickTap in. Subscribe. Share it with someone who believes education is the real revolution.

send us a text via Fan Mail!Building a secure and trusting relationship with our teenagers is at the heart of this episode. I discuss practical information, credits most post-secondary institutions are looking for and supporting our teenagers in their decision making along the way. 1:45 - Laying the foundation 3:26 - It's okay if it's a confusing time 5:19 - Allowing our teens to make decisions  7:52 - Relationship is vital 12:50 - A typical course of study 18:54 - Unschooling and conventional transcripts As an Amazon Associate I earn from qualifying purchases.Hold On to Your Kids by Gordon Neufeld Revolution of Mercy by Bonnie Landry Unschooling to University by Judy ArnallGetting along: the foundation of successful homeschooling (podcast) maintain intimacy, maintain influence (blog post) homeschooling high school (blog post + additional resources) Contact On Instagram at @make.joy.normal By email at makejoynormal@gmail.com Search podcast episodes by topic www.bonnielandry.ca Shop my recommended resources Thanks for listening to Make Joy Normal Podcast!

Outsourcing podcast Learn more about this outsourcing podcast and Inside Outsourcing here: https://www.outsourceaccelerator.com/podcast/inside-outsourcing-podcast-series/   We're publishing the entire book, Inside Outsourcing, written by Derek Gallimore, on this podcast feed over the coming weeks. This episode: Episode 575 -  Chapter 4.0 Laying Out the Framework, & Chapter 4.1.1 Building A Framework   If you're tuning in for the first time, go back to Episode 563 to catch the book from the beginning. — — — About the book: Inside Outsourcing: How Remote Work, Offshoring & Global Employment is Changing the World Outsourcing has long been criticized for low wages and poor conditions, yet nearly every major company—from Apple to JP Morgan—depends on it. Once a $200 billion industry limited to multinationals, outsourcing is now accessible to small and mid-sized firms, offering up to 70% savings and access to a global talent pool of 2 billion professionals. Inside Outsourcing unpacks the industry's evolution, misconceptions, and future—offering clear insights and practical guidance for businesses ready to harness outsourcing as a driver of innovation and growth.   NOTES on listening: We will be publishing full chapters of the book over the coming weeks. Start with Ep 563 first, and tune in next week for the following chapter(s). Please share with your friends.   Get a copy of the book: You can buy a full version of Inside Outsourcing for yourself from Amazon - with audio, Kindle, and hardcopy available. https://www.amazon.com/Inside-Outsourcing-Offshoring-Employment-Changing/dp/1739623002   Please leave a review: If you've listened to the book and enjoyed it, please support us by leaving a review on Amazon or Goodreads. https://www.amazon.com/Inside-Outsourcing-Offshoring-Employment-Changing/dp/1739623002 or https://www.goodreads.com/book/show/61210866-inside-outsourcing Enjoy.   Start Outsourcing Outsource Accelerator can help you transform your business with outsourcing. Get in touch now, or use one of the resources below.   Business Process Outsourcing Get a Free Quote - Connect with 3 verified outsourcing experts & see how outsourcing can transform your business Book a Discovery Call - See how Outsource Accelerator can help you enhance your company's innovation and growth with outsourcing The Top 40 BPOs - We have compiled this review of the most notable 40 Business Process Outsourcing companies in the Philippines Outsourcing Calculator - This tool provides you with invaluable insight into the potential savings outsourcing can do for your business Outsourcing Salary Guide - Access the comprehensive guide to payroll salary compensation, benefits, and allowances in the Philippines Outsourcing Accelerator Podcast - Subscribe and listen to the world's leading outsourcing podcast, hosted by Derek Gallimore Payoneer - The leading global B2B payment solution for the outsourcing industry   About Outsource Accelerator Outsource Accelerator is the world's leading outsourcing marketplace and advisory. We offer the full spectrum of services, from light advisory and vendor brokerage, though to full implementation and fully-managed solutions. We service companies of all sectors, and all sizes, spanning all departmental verticals. Outsource Accelerator's unique approach to outsourcing enables our clients to build the best teams, access the most flexible solutions, and generate the best results possible. Our unrivaled sector knowledge and market reach mean that you get the best terms and results possible, at the best ALL-IN market-leading price - guaranteed.

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

Jesus taught us to have a continuous habit of laying up treasures in Heaven. Are you doing this?

Episode Overview We are living in a time of global upheaval, moral inversion, and spiritual confusion. Scripture warned us that such days would come—but it also prepared us for them. In Part 1 of our Spiritual Warfare Series, we lay the foundation by answering a critical question:   What is spiritual warfare—from a biblical, Messianic, Torah‑rooted perspective?   This episode introduces the reality of an unseen cosmic conflict between the Kingdom of Light and the Kingdom of Darkness, a war that has been raging since the dawn of creation and one in which every believer is already involved—whether they realize it or not. Contrary to popular Christian culture, spiritual warfare is not emotionalism, not fear‑based obsession, and not optional. It is covenantal, scriptural, and central to our calling as the redeemed of YHWH in these last days.

n this episode, Nick Bullock, senior pastor of Christ Church (PCA) in New Braunfels, Texas, joins Camden Bucey and Jim Cassidy to discuss an upcoming conference themed "Thy Word is Truth" (February 27–March 1, 2026) and, more importantly, why a sturdy doctrine of Scripture is not a luxury but a necessity for the church. They explore how Scripture's authority undergirds every other theological conversation, shaping how Christians understand God, worship him, and resist the many counterfeit "voices" that compete for allegiance. The conversation also highlights a timely pastoral burden: weak views of Scripture often leave believers vulnerable—whether to "me-and-my-Bible" isolation (confusing sola with solo), or to the perceived stability of traditions that promise rootedness without delivering true unity. By reconnecting the doctrine of Scripture to the doctrine of God—his truthfulness, immutability, and steadfast love—the episode invites listeners to hear again the shepherd's voice in God's word and to respond with reverent, regulated, Christ-centered worship. Watch on YouTube Chapters 00:00:07 Introduction 00:01:45 Ministry in Central Texas 00:10:03 Thy Word Is Truth Conference 00:17:18 Laying a Foundation on God's Word 00:34:22 The Attributes of God and the Doctrine of Scripture 00:44:27 Mysticism and Apophaticism 00:49:38 The Sufficiency, Necessity, and Excellency of Scripture 00:53:44 The Regulative Principle of Worship 01:04:03 Conclusion This is Christ the Center episode 945 (https://www.reformedforum.org/ctc945)

WEDNESDAY HR 2 RRR Trivia - 2026 Winter Olympics around the corner! What was voted the most popular sport to watch? Boston Brian Catching up with Amber Nova. See omnystudio.com/listener for privacy information.

True worship extends far beyond Sunday morning singing or church attendance. According to Romans 12:1, biblical worship means presenting our bodies as living sacrifices to God in response to His mercies. This involves offering our entire being - thoughts, actions, and daily choices - as continuous acts of worship. True worship is a family experience among believers, begins by recognizing God's abundant mercies, and requires actively surrendering ourselves to Him. Rather than being limited to emotional responses or religious activities, authentic worship is a lifestyle of daily surrender where every moment becomes an opportunity to honor God with how we live.

The National Retail Federation's annual NRF conference has become a showplace for the latest technology, as well its core retail foundations. Sheryl Kingstone returns to discuss what was on display and how it will impact retail and the larger tech landscape with host Eric Hanselman. While we may be a ways off from having robot dogs retrieving shoes at your local mall store, automation and agentic applications are delivering significant value in customer interactions - $22 billion in the recent 451 Research study. The days of clunky chatbot interfaces seem to be well and truly behind us. One the greater challenges in scaling agentic applications is maintaining consumer trust as applications and use cases grow. Part of that trust will depend on effectively managing fleets of agents. In order to scale, organizations have to develop an AI agent control plane that can manage memory, maintain context and guide agent actions. Regulatory requirements are in their early stages, but enterprises have to focus on controls that will ensure they can maintain customer trust as matter of basic business operations.   More S&P Global Content: Next in Tech podcast: Agentic Customer Experience Next in Tech episode 222:  FinOps Next in Tech | Ep. 205: Agentic AI Impacts AI for security: Agentic AI will be a focus for security operations in 2025   For S&P Global subscribers: NRF 2026 Spotlight: Agentic Experiences Redefine Retail Execution NRF 2026 Big Show signals physical retail's digital backbone Agents in the enterprise: Laying the groundwork for automation The CX AI Agent Index 2025 Agents are already driving workplace impact and agentic AI adoption – Highlights from Vot… Big Picture 2026 AI Outlook: Unleashing agentic potential   Credits: Host/Author: Eric Hanselman  Guest: Sheryl Kingstone Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith

On this Special Presentation episode, Troy Durrell and Steve Milton breakdown what the Hamilton Tiger-Cats have done to build their roster for the 2026 season ahead of CFL Free Agency on February 10th. The duo take a look at the offence, defence and special teams units and recap the key re-signings the Ticats have made this winter. The Ticats Audio Network provides Hamilton Tiger-Cats fans with the most comprehensive, entertaining and informative news and information about their favourite football team. Featuring Steve Milton, Mike Daly, Bubba O'Neil, Courtney Stephen, Simoni Lawrence, Mike Morreale, Rob Hitchcock, Mike Daly, Louie Butko, Troy Durrell, Ticats players, coaches and front office personnel, and many more. Regular shows include Ticats Today, Ticats This Week, Tiger-Cats Game Day, Tiger-Cats Pregame, Tiger-Cats At The Half, Tiger-Cats Postgame, Speaking With The Enemy, Morreale & Hitch, The Milton Report, What Happened with Simoni Lawrence, and so much more. Ticats Audio Network content can be found on the Tiger-Cats YouTube channel, Spotify, Apple Podcasts, at listen.ticats.ca and anywhere else you find podcasts. Please follow, like, leave a review wherever you find our content, and follow the Hamilton Tiger-Cats social media channels to keep up to date with all Ticats Audio Network content. Twitter: @TicatsInsta: @hamiltontigercatsTikTok: @hamiltonticatsFacebook: cfltigercatsYouTube: ticatstvchannel

Join Paul and Steven as they speak through a simple step-by-step approach for how to have in-depth Bible study. Downloadable form below is the form Paul and Steven will be discussing in this podcast. Download and use today!

In today's episode, we're diving into the behind-the-scenes of my last quarter of 2025—a whirlwind of decisions, mindset shifts, and lessons learned. The theme? Laying bricks—small actions that lead to big breakthroughs.I'll share a personal moment walking my daughter into kindergarten for the first time and how it symbolized growth in my life and business. You'll hear about my unconventional partnership with JD, where he's the primary caretaker and I'm the CEO, and how I've built a business that serves my life first.I'll also talk about surprising lessons from a sales call, balancing business with personal life, and my plans for 2026. This episode is packed with mindset shifts, behind-the-scenes stories, and actionable tips for your own business journey.Click play to hear all of this and:[00:00] How volunteering at my daughter's kindergarten and aligning my schedule taught me valuable lessons for business.[02:00] The decisions JD and I made as parents and entrepreneurs to design a life and business that serves our family first.[05:00] Why being in the right rooms and investing in experiences—like the Hampton Executive Retreat—can pay off in unexpected ways.[08:00] A deep dive into my class on “The Three Money Beliefs That Made Me Millions” and how a major technical issue taught me the importance of mindset.[10:00] The importance of getting clear on hiring decisions and understanding who you need on your team to scale in 2026.[12:00] Why I spent $5,000 on a two-hour consult and how it helped me avoid costly mistakes while accelerating my growth.Listen to Related Episodes:Quarterly Review: Behind the Scenes of My Biggest Lessons of Q3My Raw and Real Q2 Business ReviewQuarter One Review: Inside My Podcast Monetization Strategy + Course Launch Wins

Many Christians focus on church attendance and involvement but lack a foundational element: personal devotion with God. True devotion involves spending consistent time with God through Bible reading and prayer, just as any relationship deepens through time invested. The Bereans provide an excellent example by examining Scripture daily with eagerness and scrutiny. Effective Bible reading requires a study Bible, distraction-free environment, and focusing on quality over quantity. Prayer follows a three-part method from Matthew 6: acknowledge God as Father, align with His will, then appeal with your needs. Starting with just 10-15 minutes daily can transform your spiritual foundation and maturity.

Send me a text!Laying out the current events and why the Insurrection Act might be invoked.Different quotes New Season, new outroSupport the show war102podcast@gmail.comhttps://war102.buzzsprout.com

Many Christians struggle with church commitment, but being connected to a local church is essential for spiritual growth. The enemy actively fights against church involvement because committed believers become powerful soldiers in God's army. Missing church can easily become a habit that causes you to miss divine appointments and God's movement. To break this pattern, get involved through serving rather than just attending, and build encouraging relationships with other believers. As we approach the end times, church commitment becomes even more critical for spiritual strength and community support.

We conclude our two-week marriage series *“Tighten the Knot”* with a powerful and practical message centered on *Ephesians 5:21* — “Submit to one another out of reverence for Christ.” In this message, *Pastor Di* walks us through the biblical picture of *mutual submission* using the imagery of a **yoke**, showing how God designed marriage to be a partnership rooted in humility, teamwork, and shared direction toward Jesus. Drawing from Scripture, history, and real-life experience, this teaching addresses:God's original design for marriageWhy submission is not about hierarchy or controlHow unity and teamwork lead to growth and purposeWhat mutual commitment looks like in real lifeGrace, healing, and hope for marriages and relationships at every stageWhether you're married, single, engaged, or hoping to be married someday, this message offers biblical wisdom, encouragement, and a clear call to honor Jesus through the way we love and serve one another. --- ⏱️ Timestamps 00:00 – Introduction and series wrap-up 00:54 – Why marriage requires ongoing work 01:15 – Introducing Ephesians 5:21 02:12 – Prayer and setting the foundation 03:37 – Spirit-filled living and relationships 04:57 – Submission as the foundation of marriage 05:33 – Defining submission biblically 06:33 – The yoke illustration explained 07:37 – Why submission is not about power or control 08:34 – Covenant love and faithfulness 09:00 – Two people walking in the same direction 10:14 – The yoke as strength and productivity 11:38 – Biblical symbolism of the yoke 12:42 – Partnership with God and each other 13:28 – Jesus' invitation to take His yoke 14:45 – Marriage as shared direction and unity 15:45 – Encouragement for those discouraged in marriage 17:03 – Grace for past mistakes and healing 18:01 – God's design from Genesis 19:20 – The “help-opposite” illustration 20:44 – How marriage impacts family and children 22:11 – When partners move in different directions 23:12 – Faithfulness to the shared calling 24:41 – Laying down selfishness for the good of the team 26:17 – Personal story and practical application 27:48 – Breaking the “crazy cycle” 29:20 – Honoring Jesus through submission 31:24 – Marriage as a testimony to the world 32:31 – Encouragement for singles 33:43 – Fighting for healthy marriages 35:06 – Closing prayer 37:58 – Marriage conference invitation and next steps 39:08 – Closing and dismissal

ICE Facility coming to SLC?  The Intersection of Religion and Sexism and how it shapes women's health  Mental Health and $1.50 Hot Dogs  Laying down the law with Judge Shauna Graves-Robertson Disparate Mortality Rates among Black Mothers  ...and more!

Chapters:0:00 Intro1:01 SAT Tutor11:21 Teaching English in Japan22:26 Community college teacher36:44 English proficiency tests in Japan58:09 Recreation center lifeguard1:03:15 Laying power line in the desert1:26:53 Uber driver1:29:21 WaiterBuy my merch or you're a racist https://www.smallbrainedamerican.storeSupport the show on Patreon to get access to unfiltered travel content. Early access to every video, extended cuts, and uncensored content. https://www.patreon.com/smallbrainedamericanMy gear: DJI Action 5https://amzn.to/44fJbZIDJI Wireless Mics https://amzn.to/3xLkkzeFollow the show ⬇️ Facebook https://www.facebook.com/realsmallbrainedamericanInstagram https://www.instagram.com/smallbrainedamerican/Twitter https://x.com/SBAmerican_Apple Podcasts https://podcasts.apple.com/us/podcast/small-brained-pod/id1724261259

Jacqueline Cordova and Ben Visser return from their hiatus to reflect on the first half of the season for the Cyclones. Who has been the most impressive? Laying down expectations for March and more. Presented by Fareway Meat & Grocery. Learn more about your ad choices. Visit megaphone.fm/adchoices

20260116 Laying the Groundwork-Planning Events in ACB Community Originally broadcasted January 16, 2026, on ACB Media 5 This session focused on the full event submission process, from completing the planning form to seeing how your event is added to Community Builder. We also talked through planning ahead and preparing demos so your event runs smoothly and is easier to support. Sponsored by: ACB Community community@acb.org

High Timeline Living Website:https://www.hightimelineliving.com/Fun Astrology YouTube Channel:https://www.youtube.com/@funastrologypodcastBuy Thomas a Coffee!https://www.buymeacoffee.com/funastrologyThank you!Join the Fun Astrology Lucky Stars Club Here!Old Soul / New Soul Podcast - Back Episodes:https://www.buzzsprout.com/2190199https://www.youtube.com/@OldSoulNewSoulAstrologyPodcast

Key Topics Covered:  1. Starting Point: Mindset and MotivationTom's journey was sparked by personal catalysts: his mother's passing and a desire to be present for his young daughters.The importance of defining your “why” and setting clear financial milestones.Facing the reality of relying solely on a job for income—and using that as motivation for change.2. Laying the Foundations and Building PillarsTom and his wife began by securing wills, powers of attorney, and reviewing their finances to ensure a solid foundation (“the roof”).They chose property as their initial wealth-building pillar, focusing on buy-to-let for simplicity and sustainability.The process took time—over 12–18 months for their first deal—but commitment and clarity paid off.3. Momentum and the Power of RepetitionThe first property was the hardest, but each subsequent deal became easier as confidence and experience grew.Tom now owns 15 properties, primarily in the Bristol area, and has diversified into investments and other wealth pillars.Monthly recurring income from assets reached £6,000+, providing true freedom of choice.4. The Role of Coaching and CommunityTom credits his WealthBuilders coaches (especially Ian Halfpenny) for challenging his assumptions, providing guidance, and keeping him accountable.Support from family, coaches, and the WealthBuilders community was crucial—especially during setbacks like the pandemic.Taking massive action, even when uncomfortable, was key to overcoming obstacles and building momentum.5. Looking Ahead: Diversification and Giving BackWith financial independence achieved, Tom is now exploring more advanced property projects and investment strategies.He's passionate about sharing his experience and encouraging others to take consistent action—one step every month. Actionable Takeaways:Commit to the process and focus on one strategy until you gain traction.Secure your financial “roof” (wills, powers of attorney, expense review) before building assets.Don't underestimate the value of coaching, community, and accountability.Take one small action every month—compound progress leads to big results.Diversify your income streams once you've built a secure base.Don't DIY your wealth journey—get support and don't give up when it gets tough. Resources & Next Steps:Book a Financial GPS Call for a personal financial strategy session.WealthBuilders Membership: Free access to guides, webinars, and communityDownload our FREE Pensions and Inheritance Tax GuideConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

True faith in Jesus is transformational and cannot be hidden. It's more than a simple prayer or one-time decision—it's a life built on the solid foundation of Christ. When genuine faith takes root, it shows in how you live, speak, and respond to challenges. Real faith is tested not on Sunday mornings, but when bills pile up, relationships crumble, or health crises hit. You can't build a lasting Christian life on borrowed beliefs or secondhand knowledge. Eventually, you need to know what you believe and why you believe it through personal Bible study, small groups, and learning from mature believers.

For the 250th episode, we're looking a bit further forward to explore what enterprises should be thinking about as they look to put agentic capabilities to work. Melissa Incera, Alex Johnston and Sheryl Kingstone return to discuss the challenges and potential with host Eric Hanselman. As AI agents evolve beyond simple chatbots in customer experience and business operations, enterprises have to adapt both their infrastructure and data management capabilities to benefit from agentic potential. Automation is great, but getting to fully autonomous operations requires building more trust than exists today for most. In fact, 451 Research Voice of the Enterprise study results show that those who show a healthy skepticism about agent capabilities are the most successful in achieving their AI project goals. Agents are making big step forward in establishing continuity in processes by adding memory to AI model interactions. At the same time, concerns about cost are bringing up the need for the same types of visibility and control that's being used with FinOps efforts in cloud. All of this is taking place in an evolving regulatory landscape where the need for a balanced approach between innovation and safety is guiding the best outcomes. More S&P Global Content: Next in Tech podcast: Agentic Customer Experience Next in Tech episode 222:  FinOps Next in Tech | Ep. 205: Agentic AI Impacts AI for security: Agentic AI will be a focus for security operations in 2025 For S&P Global Subscribers: Agents in the enterprise: Laying the groundwork for automation The CX AI Agent Index 2025 Agents are already driving workplace impact and agentic AI adoption – Highlights from VotE: AI & Machine Learning Big Picture 2026 AI Outlook: Unleashing agentic potential Credits: Host/Author: Eric Hanselman Guests: Melissa Incera, Alex Johnston, Sheryl Kingstone Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith

In part 1 of our Hearing God series, we unpack how to hear God speak more often by having an open mind, making time to listen, pausing the distractions, and doing what God says.

Welcome to another short but empowering episode of Monday Motivation, giving you a dose of inspiration as you head into your week. Today, we explore a powerful mindset shift around growth, desire and personal responsibility, inspired by a quote from Paul Arden: ‘It’s not how good you are, it’s how good you want to be.’ Three key takeaways you can expect: Why your desire to grow matters more than your current skills or confidence How letting go of perfection and comparison unlocks progress The power of one small habit to move you closer to your dream life Listen in and reconnect with what you truly want, so you can take simple, meaningful steps towards living your dream life, in your own beautiful way. As always, I’d LOVE to hear what resonated most with you - so please share and let’s keep the conversation going in the Dream Life Podcast Facebook Group here. …and remember, it all starts with a dream

Sacred Purpose Trusts; Altars of Israel; Idolatry?; Welfare snares; "Tables"; Policing; X Spaces; "Lively stones"; Coveting not allowed; Laying down your life; "Corban"; Cursing your children; "Religion"; It's not what you think; Faith compels action; Needing anger?; "Fear not!"; Larning to understand Leviticus; "Ideology"; Witchcraft; Overcoming wrong ideas; "Burnt" offerings; Voluntarism; Trust; Fall of Rome?; Essenes; Personal revelation; Private interpretation?; Rituals and ceremonies?; Social welfare; Making the word of God to none effect; "Corban"; Logistics?; Levites; Becoming Israel; Moses and Jesus in agreement; Lev 2:1; "Meat" offering? (Meat 1x); mem-nun-chet-hey; Tribute?; Government of, for and by the people; kuf-resh-biet-nun offering; kuf-resh-biet = draw near; To what?; Divine designer; Spirit underlying substance; Evidence of things not seen; "find flour"?; Taking care of the needy; Fire?; Charity?; Vengeance belongs to God; Doing contrary to the world (bondage); Returning to your family and possessions; A free people; Right to choose; Human resources; Becoming merchandise; Walking in faith; Sons of Aaron?; aleph-hey-resh-vav-nun; Doing the will of the father; Kingdom of Heaven - how it works; Freewill offerings; Loving your neighbor; Recognizing sons of Aaron; Your choice to give; "memorial"; Making things right = atonement; Strengthening the poor; Pure religion; "unleavened"; mem-shem-chet-yod-mem; fire and strange fire; Wise offerings; Corruption; Taking back your responsibilities; The oil; Wood - ayin-tzedek = counsel, advice; Network of charity; Levite criteria; No exercising authority; Leaven in EBT; "burn"? Qatar; Beware imagery and idolatry; Policeman story; Feeding the 5000; Responding to sacrifice in your leaders; Band of Brothers; Modern minsters; Repenting from the world's ways; "sweet savor"?; "firstfruits"?; Giving entirely; Why you give to priests; Role of priests; Salt?; Corn?; Long-stemmed grains; Binding a nation together in love; Heave and wave offerings; Mediation; Dependency on benefits; Casting bread upon the waters?; More in Leviticus; Be a priest and king.

Laying on of Hands by Pastor Brandon Molina

In this episode, Andrew Pudewa and Julie Walker introduce IEW’s theme for 2026: Laying the Foundation. They answer the questions: What are the basics? How does IEW help students get back to the basics of learning? They talk about the simple, timeless, and elegant ways that IEW helps students cultivate attentiveness, memory, and ideas. Listen to the end to hear Julie make a special announcement. Referenced Materials Teaching Writing: Structure and Style® IEW Homeschool Magalog IEW Schools Magalog If you have questions for Andrew, send them to podcast@IEW.comPerhaps your question will be answered at the next Ask Andrew Anything (AAA). If you have questions about IEW products or classes, contact customer service at 800.856.5815 or info@IEW.com

All Bones Considered: Laurel Hill Stories #082, part 5 In 18th- and 19th-century Pennsylvania, women played a central role in caring for the dying and the dead, performing tasks that combined practical, emotional, and ritual duties. Over time, the profession of undertaking evolved, becoming male-dominated and more specialized, reducing women's involvement in death care. Early undertakers often apprenticed from trades like cabinetmaking, expanding into funeral services; Samuel Patch Frankenfield was a notable example who developed a family undertaking business.

There's a baby boom happening at Henssler—and it sparked an important conversation exploring how welcoming a child changes your financial life and the critical first steps every new parent should take. From putting the right legal protections in place and reviewing insurance coverage, to understanding new tax benefits and when it makes sense to start saving for college, this episode offers a clear financial starting point during one of life's biggest transitions.Original Air Date: January 3, 2026Read the Article: https://www.henssler.com/laying-the-financial-groundwork-for-a-growing-family

Welcome to another short but empowering episode of Monday Motivation, giving you a dose of inspiration as you head into your week. Today, we explore the powerful truth that the way your year unfolds depends on the energy, intention and commitment you bring into it, inspired by a quote from Vern McLellan: “What the new year brings to you will depend a great deal on what you bring to the New Year.” Here are three key takeaways you can expect: Why intention matters more than having the perfect plan at the start of a new year How small, consistent steps create momentum without overwhelm A simple way to reflect, dream and plan so the year ahead feels aligned and truly yours Take this opportunity to learn how to step into a new year with clarity, confidence and calm rather than pressure or perfection. As always, I’d LOVE to hear what resonated most with you - so please share and let’s keep the conversation going in the Dream Life Podcast Facebook Group here. …and remember, it all starts with a dream

Episode 278Sponsor:Gorilla GlueA trusted brand with decades of experience! From glue, to woodfiller, to workshop floor kits, they have everything you need for your next project. Check out their new products along with great deals on all your trusted favorites at: www.gorillatough.comWTB WoodworkingCheck out WTBwoodworking.com for all your woodworking needs! In store specials, Giveaways, custom wood milling, and more!Huntingdon Valley PA Store now open!Enter the giveaway by going to:https://www.wtbwoodworking.com/giveaway Sign up for Patreon for Early access, and special Patreon-only content:https://www.patreon.com/anotherwoodshoppodcastPATREON GIVEAWAY!Donate to Maker's For St. JudeEvery $5 earns you an extra entry in the Patreon Giveaway (Paid Patrons Only)https://fundraising.stjude.org/site/TR?px=8679481&fr_id=134326&pg=personal Whats on our bench: