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Dans cet épisode de CHEFS D'ENTREPRISE-S, on reçoit Clara Rohmer et Morgane Le Hir, co-fondatrices de Tout Day, un lieu parisien hybride qui brouille volontairement les frontières entre restaurant, épicerie et boutique de seconde main.Amies de longue date, elles imaginent ensemble un espace qui dépasse le simple cadre de la restauration. On peut y déjeuner, boire un verre, faire ses courses et même repartir avec un vêtement ou une pièce de vaisselle chinée avec soin. Leur ambition : créer un lieu de vie où tout ce qui est proposé est sourcé avec exigence et pensé dans le respect du vivant.L'épisode revient sur la naissance de cette aventure entrepreneuriale portée par une vision : proposer une manière de consommer plus consciente, tout en restant accessible. Clara et Morgane racontent comment elles ont construit leur projet grâce à des festivals et des pop-ups, leur complémentarité dans la gestion du lieu et l'importance qu'elles accordent à la transparence sur les filières. Un épisode sur l'amitié et l'entrepreneuriat qui vous donnera probablement l'envie d'y faire un tour ! Pour découvrir Tout Day, rendez-vous ici.Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Gm! In today's episode we discuss crypto market volatility amid geopolitical tensions and rising institutional interest reflected in Solana ETF inflows. We also discuss tokenized equities and the push toward 24/7 trading, before exploring MetaDAO's evolving launchpad model, including permissionless fundraising, tokenholder protections, and challenges around launch cadence, incentives, and long-term platform sustainability. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Toma: https://x.com/toma_adv Follow Joe: https://x.com/j0e_cooks Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:04) Solana ETF Inflows (11:42) Tokenized Equities & Nasdaq Kraken (18:01) MetaDAO & Ownership Tokens (37:05) MetaDAO Business Model (53:51) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Max talks with Mike VanStaagen about the design philosophy behind the Cirrus SR20, SR22, and SF50 Vision Jet, and how Cirrus rethought what pilots and passengers should experience inside an airplane. Mike explains how his architectural mindset helped him bring together competing ideas at Cirrus and turn them into aircraft that felt modern, spacious, intuitive, and comfortable. They discuss why Cirrus focused so heavily on easier entry and exit, better visibility on the ground and in flight, and a roomier cabin than traditional GA airplanes. Mike describes how ideas borrowed from the auto industry shaped the Cirrus cockpit, from the pilot-centered layout to the center console and cleaner instrument panel design. He also shares the story of how a tiny clay model helped convince Cirrus leadership to move away from a conventional flat panel toward the now-familiar Cirrus interior. The conversation then turns to the Vision Jet, including the secret garage project where the concept first took shape, why the aircraft ended up with a distinctive V-tail, and how hours spent inside an early mockup led to key design breakthroughs. This is a fascinating look at how thoughtful design changed modern personal aviation. If you're getting value from this show, please support the show via PayPal, Venmo, Zelle or Patreon. Support the Show by buying a Lightspeed ANR Headsets Max has been using only Lightspeed headsets for nearly 25 years! I love their tradeup program that let's you trade in an older Lightspeed headset for a newer model. Start with one of the links below, and Lightspeed will pay a referral fee to support Aviation News Talk. Lightspeed Delta Zulu Headset $1299NEW – Lightspeed Zulu 4 Headset $1099 Lightspeed Zulu 3 Headset $949Lightspeed Sierra Headset $749 My Review on the Lightspeed Delta Zulu Send us your feedback or comments via email If you have a question you'd like answered on the show, let listeners hear you ask the question, by recording your listener question using your phone. Mentioned on the ShowBuy Max Trescott's G3000 Book Call 800-247-6553 BeechBash in Kentucky The Flight Academy Adventure Tours +V Advisory glide slopes with less than 250 feet clearance from obstacles Free Index to the first 282 episodes of Aviation New Talk So You Want To Learn to Fly or Buy a Cirrus seminars Online Version of the Seminar Coming Soon – Register for Notification Check out our recommended ADS-B receivers, and order one for yourself. Yes, we'll make a couple of dollars if you do. Get the Free Aviation News Talk app for iOS or Android. Check out Max's Online Courses: G1000 VFR, G1000 IFR, and Flying WAAS & GPS Approaches. Find them all at: https://www.pilotlearning.com/ Social Media Like Aviation News Talk podcast on Facebook Follow Max on Instagram Follow Max on Twitter Listen to all Aviation News Talk podcasts on YouTube or YouTube Premium "Go Around" song used by permission of Ken Dravis; you can buy his music at kendravis.com If you purchase a product through a link on our site, we may receive compensation.
Dans cette troisième et dernière partie, Justine Audoin parle d'équilibre. Celui qu'on cherche, qu'on perd, et qu'on apprend à construire.Elle revient d'abord sur les années d'hyperactivité qui ont suivi la détention. Une soif d'apprendre qui l'a amenée à enchaîner les ouvertures, cumuler les postes, travailler sans jours de repos. C'est une période fondatrice, épuisante et marquée par ses travers : l'addiction au travail, l'alcool après les services, la fragilité psychologique.Justine parle ensuite de ses apprentissages au Galopin, à Ajar, Gramme, mais aussi lors des résidences ou en consulting. Une carrière plurielle, difficile à résumer, construite par l'accumulation et la curiosité. Et petit à petit, la légitimité s'installe, gagnée à force de faire.Il y a aussi les Beaux Mets, ce restaurant marseillais qui emploie des détenus des Baumettes, où elle est intervenue parce que cela avait du sens. Un engagement qui fait écho à son propre passé carcéral qu'elle ne renie pas.La Corse, enfin, comme un tournant. Un retour au produit brut, au four à bois, au pain au levain. Un ralentissement nécessaire qui lui a donné envie de changer de rythme et de peut-être quitter Paris pour le Pays Basque.Une troisième partie sur une cheffe qui apprend enfin à ne pas se détruire pour avancer.Pour découvrir l'univers de Justine, passez découvrir Chez Clo !Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Gm! In this episode we are joined by Tushar Jain, Shayon Sengupta and Spencer Applebaum from Multicoin Capital to discuss their updated crypto investment thesis, emphasizing blockchains as infrastructure for global financial markets. The conversation explores themes including stablecoin-driven fintech, DeFi integration with traditional apps, tokenized assets, credible neutrality in blockchains, venture opportunities, evolving crypto market cycles, and emerging application experimentation. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Multicoin: https://x.com/Multicoin Follow Shayon: https://x.com/shayonsengupta?lang=en Follow Spencer: https://x.com/SpencerApplebau Follow Tushar: https://x.com/tushar_jain Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:39) Multicoin Update (9:18) Multicoin's New Crypto Thesis (14:26) FinTech 4.0 & Stablecoins (20:45) The DeFi Mullet Model (25:02) Credibly Neutral Blockchains (32:06) Where Multicoin Is Investing (37:10) The Current Crypto Market (42:46) Venture Opportunities in Crypto (53:06) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Dans cette deuxième partie, Justine Audoin raconte le basculement. Celui qui transforme une bonne élève en cheffe de cuisine.Tout commence par un drame : une soirée, une overdose et un mort. Justine se retrouve en garde à vue puis en détention provisoire à Fleury-Mérogis à l'âge de 25 ans. Ce qu'elle pensait être une erreur rapidement réglée dure deux ans.C'est en cellule que la cuisine devient une vocation. Dans 9m² avec une plaque à induction et un couteau à beurre, elle se met à cuisiner. Elle fait rentrer de la levure en contrebande, fabrique son propre levain, recopie des recettes dans des carnets. Les autres détenues lui passent même commande pour les anniversaires. Cuisiner, c'est contrôler ce qu'elle peut contrôler, quand tout le reste lui échappe.Justine sort de détention grâce à la cuisine. C'est un courrier envoyé, depuis sa cellule, à l'école de Thierry Marx pour être formée en cuisine qui lui permet d'obtenir un projet de sortie validé par la juge d'application des peines.S'enchaînent ensuite les premières expériences : Lucas Carton, le Saint James avec Julien Dumas dont l'empreinte reste profonde, Ferrandi en parallèle. Ce sont des semaines sans repos marquées par une soif d'apprendre.Une deuxième partie sur ce que la contrainte absolue de la détention peut déclencher dans une carrière professionnelle.Pour découvrir l'univers de Justine, passez découvrir Chez Clo !Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Dans cette première partie, on remonte aux origines du parcours de Justine Audoin, cheffe aux projets multiples, qui vient de prendre la carte du restaurant Chez Clo à Paris.Elle raconte d'abord sa cuisine telle qu'elle la pense aujourd'hui : végétale, marine, construite comme un parfum, avec des notes de cœur, des notes de fond, du relief. Une cuisine du produit entier, du zéro déchet, des condiments qui font le relief de l'assiette. Mais aussi une cuisine qui sait s'adapter, au lieu, à l'équipe, à la clientèle, sans jamais se trahir.Pour comprendre d'où vient cette sensibilité, il faut remonter au Lot-et-Garonne. Une enfance dans le Sud-Ouest, un potager, un père qui va chercher ses produits chez le fromager et le boucher, une mère qui cuisine. La table comme rituel discret, et déjà, très tôt, l'envie de mettre la main à la pâte.Mais la cuisine ne s'impose pas comme évidence professionnelle. Justine est bonne élève, curieuse de tout, attirée par la médecine, le droit, l'art. Elle se retrouve en fac de droit à Bordeaux, cuisine pour ses amis, reçoit, sans jamais faire le lien avec un métier possible. Elle veut devenir commissaire-priseur, un compromis entre un métier valorisant et le côté créatif.Cette première partie pose les bases d'un parcours construit en dehors des voies tracées. Celle d'une femme qui aimait cuisiner depuis toujours, sans savoir encore qu'elle en fera son métier.Pour découvrir l'univers de Justine, passez découvrir Chez Clo !Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Dans cet épisode de CHEFS, on reçoit Denny Imbroisi.Avant les restaurants parisiens et le succès d'IDA, on remonte aux racines. Une enfance en Calabre dans une famille de restaurateurs, entre la salle, le bruit et la tension des services. Puis viennent la rupture familiale, la maladie de sa mère, le départ à 14 ans vers le nord de l'Italie. Dans cette période instable, un déclic : des tomates confites préparées seul et soudain la certitude soudaine d'avoir trouvé sa voie.Il raconte l'apprentissage à la dure, le travail sans compter pour mériter sa place, puis la France et Menton, auprès de Mauro Colagreco au Mirazur.Puis vient Paris, le saut vers l'inconnu pour poursuivre son rêve. Chez William Ledeuil, il découvre la rigueur absolue, l'organisation et la construction d'un restaurant pensé dans les moindres détails. En parallèle, l'aventure Top Chef le propulse sous les projecteurs et lui permet de rencontrer son meilleur ami Juan Arbelaez.Enfin, c'est le temps de l'émancipation. L'ouverture d'IDA, son succès immédiat puis le poids des responsabilités. Denny Imbroisi raconte l'importance de l'énergie collective et du soutien de sa femme Sylvia pour faire face à la pression. Un épisode qui retrace la trajectoire d'un enfant de salle devenu chef entrepreneur.Pour découvrir l'univers de Denny Imbroisi, commencez par IDA, rejoignez Epoca, faites un tour par Malro et terminez à Ischia ! Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Dans cet épisode de CHEFS D'ENTREPRISE-S, on reçoit Bastien Peccoux, cofondateur de Dehli Bazaar et Mumbai Café, deux restaurants indiens parisiens qui réinventent les codes de la cuisine du sous-continent.Il raconte un parcours qui commence entre Marseille et Montpellier, avec un père entrepreneur et une mère qui aime cuisiner. Passionné par les repas de famille à rallonge, il apprend la cuisine provençale à l'adolescence avec sa mère et sa grand-mère. Bon élève, il choisit de faire une prépa puis une école de commerce parisienne, avant de réaliser que les métiers vers lesquels il se dirige ne le font pas vibrer.L'épisode revient sur le déclic pendant le Covid, le CAP Cuisine passé en candidat libre, et la décision de tout quitter à 27 ans avec Alexis, son associé designer, pour monter un restaurant. Un déjeuner suffit pour sceller l'association. Puis vient la rencontre avec Eqbal, chef bangladais au parcours exceptionnel, qui s'est laissé convaincre par l'aventure des deux entrepreneurs après une série de soirées pop-up improvisées dans son propre restaurant du 15e arrondissement de Paris.Cet échange évoque de l'obsession du contexte, ce mot emprunté à Danny Meyer pour décrire ce que Dehli Bazaar puis Mumbai Café sont venus créer à Paris : des restaurants indiens premium et accessibles, inspirés de Londres.Un épisode sur la quête du restaurant parfait, nourrie de voyages, d'histoires transmises et d'une équipe cosmopolite qui finit par s'approprier la marque.Pour découvrir Delhi Bazaar et Mumbai Café, c'est ici ! Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Airline pilot career path roadmap with Jason Blair: Part 61 vs Part 141, R-ATP, and what matters most for getting hired. Max talks with Jason Blair about building an airline pilot career path that gets you to the right seat faster—without expensive detours. If you're comparing Part 61 vs Part 141, wondering whether R-ATP changes your strategy, or trying to figure out what actually helps with getting hired, this episode is a practical roadmap. Jason explains how to think backwards from your target job (regional, major airline, charter, corporate) and make training decisions that protect your timeline and seniority. They start with the gatekeeper: the FAA medical. Jason shares how to "preflight" potential medical issues, avoid self-inflicted paperwork delays, and choose the right AME strategy. Then they break down training options: where Part 141 structure can reduce total hours and accelerate progress, and where Part 61 flexibility makes more sense for career changers balancing work and family. Jason also clarifies restricted ATP (R-ATP) pathways and a common mistake that can eliminate eligibility if you do training in the wrong order. Finally, they cover the hiring reality: why airlines are becoming more selective again, how checkride failures and training history show up, and how to present your story like a professional. They close with the unglamorous stuff that wins careers: clean logbooks, backups, and smart training finances. If you're getting value from this show, please support the show via PayPal, Venmo, Zelle or Patreon. Support the Show by buying a Lightspeed ANR Headsets Max has been using only Lightspeed headsets for nearly 25 years! I love their tradeup program that let's you trade in an older Lightspeed headset for a newer model. Start with one of the links below, and Lightspeed will pay a referral fee to support Aviation News Talk. Lightspeed Delta Zulu Headset $1299NEW – Lightspeed Zulu 4 Headset $1099 Lightspeed Zulu 3 Headset $949Lightspeed Sierra Headset $749 My Review on the Lightspeed Delta Zulu Send us your feedback or comments via email If you have a question you'd like answered on the show, let listeners hear you ask the question, by recording your listener question using your phone. Mentioned on the ShowBuy Max Trescott's G3000 Book Call 800-247-6553 Jason Blair's website Jason's Books: An Aviator's Field Guide to the Pilot Career Path Private Pilot Oral Exam Guide Instrument Pilot Oral Exam Guide Commercial Pilot Oral Exam Guide Flight Instructor Oral Exam Guide Free Index to the first 282 episodes of Aviation New Talk So You Want To Learn to Fly or Buy a Cirrus seminars Online Version of the Seminar Coming Soon – Register for Notification Check out our recommended ADS-B receivers, and order one for yourself. Yes, we'll make a couple of dollars if you do. Get the Free Aviation News Talk app for iOS or Android. Check out Max's Online Courses: G1000 VFR, G1000 IFR, and Flying WAAS & GPS Approaches. Find them all at: https://www.pilotlearning.com/ Social Media Like Aviation News Talk podcast on Facebook Follow Max on Instagram Follow Max on Twitter Listen to all Aviation News Talk podcasts on YouTube or YouTube Premium "Go Around" song used by permission of Ken Dravis; you can buy his music at kendravis.com If you purchase a product through a link on our site, we may receive compensation.
Who dares to make predictions in the current landscape? We do! Our Predictions are back. Will our track-record continue on a high or will we be fundamentally wrong? Listen in to our Predictions for 2026 Navigation: Intro What will 2026 be all about? AI, AI and … more AI The big Hardware movements Of Start-ups and VCs Regulatory & Geopolitical Headwinds… and the Wars Fintech, Crypto and Frontier Tech 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 Bertrand Schmitt Introduction Welcome to Tech Deciphered Episode 74. That would be an episode about some predictions about 2026. What will be 2026 all about? I guess this year is probably starting with a bang. We saw the acquisition of xAI by SpaceX. We saw an acquisition from Grok by NVIDIA. What’s your take about what would be the big themes in 2026? I guess it would be for sure about AI and space. Nuno Goncalves Pedro What will 2026 be all about? Yeah. I predict a year that will be a little bit more of a year of reckoning in some way. There will be a lot of things that I think we’ll start seeing through. The fact that we are in the midst of an amazing transformational era for technology, the use of AI, but at the same time, obviously, a ridiculous bubble that is going alongside it as we’ve discussed in previous episodes. I think that we’ll start seeing some early reckonings of that, companies that might start failing, floundering, maybe a couple of frauds along the way, etc. I’ll tell you what I will not make many predictions about today, which is geopolitics. Geopolitics, I will not make predictions at all. Who the hell knows what’s going to happen to the world this year in 2026? I don’t dare making any predictions on that. Back to things where I would make predictions. I think on AI, we’ll have a little bit of reckoning. We’ll talk about it a little bit more in detail during this episode. Interesting elements around the hardware and physical space. Physical space, we just dedicated a full episode to it. We won’t go into a lot of details on that, but definitely on the hardware side, we’ll talk a little bit more about it. The VC landscape is going through an incredible transformation. We’ll talk about it today as well and some of our predictions for this year. What will happen to the asset class? It seems to be transforming itself dramatically. Obviously, that has a very direct impact on startups, so we’ll talk about that as well. And then to close a little bit the chapter on this, we will address some regulatory and geopolitical, let’s call it, headwinds without making maybe too many complex predictions. We shall see. Maybe by that time of the episode, we will be making some predictions. You guys should stay and listen to us, and maybe we will actually make some predictions about the geopolitical transformations that we will see this year in the world. Then last but not the least, we’ll talk about fintech, crypto, frontier tech, and a couple of other areas before concluding the episode. A classic predictions’ episode. We normally have a pretty good track record on some of these, but right now, the world is going a bit interesting, not to say insane. Bertrand Schmitt Yes, and going back to some news, Groq technically was not acquired, but, practically, it’s as if it got acquired. I’m talking about Groq, G-R-O-Q. The AI semiconductor company focused on inference AI, and it was late December. It was a way to end the year. This year, we started again with an acquisition of xAI by its sister company, SpaceX. I guess that’s where we are starting. AI, AI and … more AI We are going to start on AI. That’s definitely the big stuff. Everything these days, I guess, is about AI or has to have some connection with AI, or it doesn’t matter. I think every company in the world has seen that. You have to have the absolute minimum on AI strategy. You better execute on this strategy and show results, I would say. For the companies that were not AI native, you truly have to have a way to transform yourself. I guess at some point, the stretch might be too much, and it’s not really reasonable. Then you maybe better stay on what you are doing, especially if you’re in tech, you better be moving faster to AI. Nuno Goncalves Pedro Just to highlight, and I think throughout the episode, you’ll see that there’re obviously a lot of implications that would manifest themselves into capital markets. I mean, we’ll specifically talk about VCs and startups later on. But the fact that everything needs to be AI, the fact that there’s so much innovation happening right now, in my opinion, and this is maybe the first pre-topic to AI, is we’ll see a tremendous increase in M&A activity this year across the board. I mean, we’ve seen already some big acquihires we mentioned in some of our previous episodes, but we’ll see a lot more activity on M&A this year. Normally, that’s a precursor to the opening of capital markets. I predict also that there will be a reopening of the IPO market that never really reopened last year, to be honest. M&A, a lot more, reopening of the IPO market. Normally, it happens in the second or third quarter of the year. That’s what my M&A friends tell me. First quarter of year, everyone’s figuring out stuff. Then last quarter of the year, things should be more or less closed. Maybe the third quarter is the big quarter. We shall see. But definitely, as a precursor to our conversation today, I think we’ll see a lot of M&A, and we’ll see reopening of the IPO mark. Bertrand Schmitt I guess last year was not as big as you could expect on M&A given the tariff situation announced in April and May. I mean, it became quite tough to do IPO in such market conditions. Definitely, we can hope for something dramatically different in 2026. I guess talking about public markets and IPO, I guess the big one everyone is waiting for is SpaceX. SpaceX getting even more interesting with its xAI acquisition. Nuno Goncalves Pedro Do you think that because of the acquisition, it’s more likely that it will happen this year, or because of the acquisition, it’s less likely that it will happen this year? Bertrand Schmitt That’s a good question. My guess is the acquisition of xAI is all about xAI needing more financing and cheaper financing. This acquisition is a pathway to that. SpaceX being a much bigger company, a company that is also making much more revenues. I could bet that there is higher probability that, actually, SpaceX will go public in order to finance itself. At the same time, will it have enough time to prepare itself for the IPO given this acquisition just happened? Can they do that in 6 months? I mean, if anyone can do it, I guess it’s Elon Musk. It’s a strategy to present an even more attractive company with an even more interesting story, a story of vertical integration from AI to space. I guess the story as it’s presented itself right now, it’s one about having your AI data centers in space. Because in space, you have much better solar energy production with solar panels. You have a perfect cooling situation because you are in space. Thanks to Starlink, you have the mean to communicate between the satellites and with Earth itself. I think if someone can pull up a story like AI data center in space, I guess Elon Musk can. There is, of course, a lot of questions about is it practical? Is it economical? Yes. I certainly agree. I’m not clear on the mass, and can you make it work? Again, I mean, Elon Musk single-handedly, with SpaceX, managed to transform the space market on its head. I mean, they are the biggest satellite launching company in the world. They have the most satellites in the world. I mean, I’m not sure I would bet against him, and I guess I would probably believe that he could pull up something. Time frames, different story. The 2-3 years data center in space for AI as cheap as on Earth, I have more trouble with that one. I mean, it’s a usual suspect with Elon Musk. You promise something unachievable in a few years, but, ultimately, you still manage to reach it in 5 or 10. Again, I would not bet against the strategy. Nuno Goncalves Pedro Yeah. I’ve talked to a couple of space experts, people that have launched rockets, and have worked JPL, NASA, and a couple of other places, etc. For what it’s worth, their feedback is, “No way in hell, and we’re decades away.” We’ll see. I mean, to your point, Elon has pulled very dramatic stuff. Not as fast as he normally says he’s going to pull it, but within a time span that we all see it. Difficult to bet against him. In terms of actually the prediction, maybe to respond to the prediction as well, will SpaceX IPO? I’m going to make a prediction that has a very high likelihood of missing the mark, but I think Tesla’s going to buy and merge them both into it. It’s going to become a public company through Tesla. That’s my hypothesis. Bertrand Schmitt No. That’s supposed to be it. That’s how you solve that. Nuno Goncalves Pedro And Elon controls the whole universe. X, xAI, Tesla, SpaceX, all under one umbrella beautifully run. And SolarCity is well in there, of course, so wonderful. Bertrand Schmitt That’s possible. Certainly, you are not the only one thinking Tesla will acquire or merge with SpaceX. To remind everyone, Tesla is around 1.3, 1.5 trillion market cap. Depending on the day, SpaceX seems to be valued at similar range, 1.2, 1.3 trillion. It looks like it’s the most valued private company at this stage. These are companies of similar size, so that’s one piece of the puzzle. When you think about the combined company, we could be talking about a 3 trillion entity. Playing right here with the biggest companies in the marketplace today. Nuno Goncalves Pedro With a couple of tweets from Elon, it will rapidly get to 4 to 5 trillion. Bertrand Schmitt That’s so tricky. Nuno Goncalves Pedro Yes. On AI and back to AI, one thing I think that we’re about to see is this will probably be the year of agentic AI. Obviously, we predict a lot of growth on that side of the fence, in particular on the enterprise B2B side. We see a lot of opportunities coming through. From our perspective, at least at Chamaeleon, we generally believe that there’s going to be a lot of movements on agentic AI. It’s also going to be probably the year of the first big fails of agentic AI that will be newsworthy. There will be some elements about that loop and how it gets closed that will happen. I think we might see some scandals already. We’re already seeing the social network of bots talking to bots. We will see other scandals going on this year even in the consumer space and in the bot to bot space, which we now can talk about or in the AI agent to AI agent space. My prediction is we will see some move forwards. There’ll be some dramatic funding rounds along the way. We’ll see a couple of really cool things out of the gates coming out that are really impressive, but we’ll also see the first big misses of the technology stack. I don’t think we’ll go fully mainstream yet this year, so it’s probably maybe something more for 2027 along the way. That would be my prediction again. I think enterprise will lead the way. We’ll definitely see a lot of stuff on consumer as well that is cool. Then we’ll all have our own personal assistance in our hands, basically, literally in our phones. Bertrand Schmitt Going back to agentic AI, we also started the year with some pretty dramatic move. I mean, the launch of Clawdbot, renamed OpenClaw. I mean, this stuff took fire in like a week or 2. It was coded by just one person who actually didn’t even code the product but used AI to build the product, 100% used AI, proposing some new ways also to leverage AI to do coding. He has a pretty unique approach. It’s not vibe coding. I would say it’s a better way to do that. Then the surprising evolution with the launch of a social network for AI agents, Moltbook. I mean, this stuff, probably there is some fake in it. But at the same time, I think it’s quite impressive because it’s the first time we see truly 100,000 plus agents communicating directly to each other. Yeah. I mean, that’s the first time we see surfacing the possibility of some sort of hive mind on the Internet. It’s pretty surprising. Right now, all of this is a hack done in a few days. By end of year, by 2 years, 3 years, we might discover that, actually, the best approach to AI might not be the AI assistant like we are doing today, but a combination of hundreds of thousands of AI working closely together. We might be witnessing the first sign of new intelligence in a way. Nuno Goncalves Pedro Things like this social network might either be Skynet, the beginning of Skynet. They might be the beginning of Her, or they might just be a fad and nothing really happens. It’s just interesting to see what these agents are doing. Bertrand Schmitt Totally. Nuno Goncalves Pedro Obviously, there are real and clear and present dangers of some of the integrations of AI we’re seeing in the market. Interesting enough, and I’ll ask you for your prediction a bit, Bertrand. I think we’ll probably see the first big mishap of AI being used in some infrastructural decision in the age of AI. I mean, we’ve seen AI issues in the past and software issues in the past. We talked in previous episodes about that as well. Mishaps of software that have led to people dying. But I think probably the first big mishap will happen this year as well. Very public mishap of the use of AI and serve its interactions with infrastructure or something that’s very platform related, etc, that will have big impact that everyone will notice. That’s my prediction for the year as well. We’ll have the first big oops moment, as I would call it, for AI in this new age of full on AI. Bertrand Schmitt I would say first some perspective. I think today, people are not using AI directly for life and death decision, at least not that I’m aware. We’re not going to let AI fly a plane, for instance, tomorrow so you can be, reassured. At the same time, given there is such a race to AI, there definitely might be some mistakes. We were talking about the social network for AI agents, Moltbook. Apparently, all the keys used to secure the AI were shared by mistake because it was not properly locked down. We can see that indirectly, mistakes will be made for sure. Two, it’s highly probable that some people will trust AI too much to do some stuff, and this stuff might not work and might have some grave consequence. Hopefully, there is not so much of this. Hopefully, it’s mostly AI used for the good. But you’re right. I mean, at some point, the more we use the technology, the more there would be issue. I mean, it’s highly probable. Nuno Goncalves Pedro That will lead me to another prediction, which is, and we’ll talk about more of it later, but it probably will lead to the first significant movement in terms of regulatory environment certainly in the US at some point if it happens in the US in particular, where there will be some movement that will be like, “Hey, you guys can’t do this anymore.” Because this will probably emerge from mismanaged interfaces. From systems having access to stuff that they shouldn’t have access to in the first place. Talking a little bit more about what’s happening in AI. You’ve already mentioned some of the issues that relate actually to security and cybersecurity. We keep talking about AI. We keep talking about all these infrastructure pieces and platforms that are being built. I think we’ll have a lot more incidents like the one you just mentioned where things will be shared that shouldn’t have been shared, where people will break systems and get into it, etc. Let’s see where that takes us, which is a little bit ironic because, obviously, with AI, the promise is that cybersecurity becomes more robust as well because there’re agents working on our behalf on the cybersecurity side. There’s also agents working on the other side. Bertrand Schmitt It’s a constant race. It’s the attackers, defenders. Each time you have new technology, you have a new race to who is going to attack or defend the best. Each new wave of technology, it’s an opportunity to challenge the status quo. Nuno Goncalves Pedro The attackers have been winning, and I feel they’ll continue winning in 2026. I think it’s going to still be a year of attack. We’ll see more and more breaches, more and more stuff that will happen. Bertrand Schmitt I don’t know if they will win. I mean, it’s normal that they win once in a while. For sure, some infrastructure is not updated as it should. Some stuff are not managed as it should, so there will always be breaches. I don’t know if things are dramatically going to change because, again, everyone who cares who is going to update his infrastructure with AI for defense. There is no question that you have no choice. We will see. That I don’t know. For sure, AI will be used to attack directly with AI. Maybe you’re able to do bigger, larger scale attack. Or thanks to AI, you are simply able to create new type of attacks more easily. AI can be used behind the scene as a way to prepare and organise new type of attacks, even if it’s not used directly live in the battle. Nuno Goncalves Pedro One topic that we’ll come back to later is the geopolitics of everything, but maybe more broadly. On the geopolitics of AI, it’s very clear that we have an arms race going on. Obviously, the US on the one hand, China on the other hand is the two extremes, putting tremendous amount of capital into data centers just at the base of that infrastructure. Chipset development, chipset access, a huge theme in terms of the export restrictions, etc, that are being forced by the US. I think it will continue. From a European standpoint, obviously, they’re stuck between a rock and a hard place, to be very honest. Let’s see what happens on that side of the fence. My view of the world is that certainly from a US and China perspective, we’re going to see a lot more movements in 2026, like big movements. The Chinese movements we always see in delay. It takes us a couple of months, sometimes even more than that to understand exactly what’s going on. I think we’re going to see some huge moves this year in terms of the States, the United States of America, and China really pouring capital into the creation of the next big winners around AI. I think the US is obviously more visible. We see a lot of these companies. We’ve just discussed xAI and its acquisition by SpaceX or merger. I don’t know what they’re calling it exactly. Effectively, on the China side, the movements I think are already very big. As I said, it will take a while to figure out exactly what those moves are. One thing that I propose is that at some point, China will have very little dependency on chipsets from the US. I’m not sure it’s going to happen this year, but I think the writing is on the wall. Irrespective of any other geopolitical issues that is coming to the fore at this moment in time. That’s one of the key areas or in arenas of fight. Bertrand Schmitt It makes sense. If you are China, you will look at what happened. You would think that you cannot just depend on the largest of one country. It makes rational sense, the same way it makes rational sense for the US to limit exports to China because there is value to delay some peer pressure that could use these technologies for good but also for bad. If you were an ally of the US, that would be one thing. But when you are not an ally of the US, that certainly should be a different perspective. Maybe one last point concerning agents, I think there will be a lot that will revolve around coding. We can see OpenAI with Codex. We can see Cloud with code. There was, of course, [inaudible 00:18:28] that was trying to be big on agentic coding. I think agentic coding was one of the big transformation in 2025 and is going to get bigger in 2026. I think for a lot of people who do coding, there was a radical transformation in terms of what you can achieve, what you can do, how much you can trust AI to help you code. I start to think we might see this year, the replacement of not just one AI replace one coder, but one AI replace a full team because of the new ability to manage that at scale. Coding might be a common activity where you are going to think about outcomes, think about objective, think about how you organise, but not really coding by itself anymore. A big change, like you used to code, directly your hand on the stuff, but step by step, everyone is going to become a manager of agent. I think in one year, we saw enough transformation to think that in the coming year, the transformation can be even more dramatic. Nuno Goncalves Pedro The big Hardware movements Now switching gears to hardware. Obviously, a lot of movements in 2025 and over the last few years. One piece of thesis that we’ve had long-standing at Chamaeleon is that we will see the emergence of AI devices. Some of them have been tremendous failures as we discussed in the past. I predict that we’ll have a couple of really interesting full stack AI devices in the market this year. Why does that matter? Because, as many of you know, obviously, there’s compute that can happen in data centers and cloud infrastructure all over the world, but also there’s compute that can happen at the edges. The more you can move to the edges and the more you can create devices that actually allow you to have user experiences that are very distinctive at the edge, the more powerful some of these devices might become. I predict Apple will not be the first to launch anything on this. I predict probably OpenAI, after the acquisition of IO, will maybe not launch something this year, but will announce something this year. I’ll step back on that prediction. They’ll announce something this year, but maybe not launch. But we’ll start seeing some devices that have some interesting value in the market, probably devices that are AI devices, but they are very focused on very specific user flows, and so very much adequate to specific activities. I won’t make a prediction on that, but I think areas that would make sense for that to happen would be obviously around fitness, health, et cetera, et cetera, where we already have the ascendancy of products like Oura Ring and others out there. Definitely, that’s one area that might have quite a lot of developments. I think AI-first devices, devices that are very focused on compute at the edges, providing user flows that are AI-enabled to end users, we’ll see a lot more of that and a lot more activity this year. Again, I don’t think Apple will be necessarily ahead of the game. Again, maybe OpenAI will give us something to at least think about and look forward to. Bertrand Schmitt First, I’m not sure it will be that transformational because if it’s not in your phone, in your pocket, there is only so much you can do with it, and there is only so much computing power you will have. I’m doubtful it would be really impactful this year. Nuno Goncalves Pedro I feel we’ve been discussing this shift of paradigm in input and output. For me, some of these devices could lead to that shift. Because, again, a mobile phone is not a great long-term paradigm for the usage that we have because it’s really constrained by the screen. The screen is really what takes most of the battery life away. If we didn’t have that screen, what could we do? If we have the block that is as big as a mobile phone, and it didn’t have a screen, it was just compute, that’s a mini computer, a microcomputer. Bertrand Schmitt That’s a fair point, but I don’t see that transformation this year. That’s really more my point. I can see that you can have AI-enabled smart glasses, and it’s clear there is a race to AI-enabled smart glasses. My point is more to go beyond the gadget, it would take quite a while. It would need to have cameras. It would need to analyse what you see. It would need to hear what you hear. Again, it might come, but then at some point, it would be okay, what do you do with it? We have the example of the movie Her. That’s showing Her what it could be. There are definitely possibilities. It’s clear that if you take the big VR headset like the Apple Vision Pro, there is a failure from that perspective in the sense that I think it’s a great, amazing device. The big problem is that it’s doing way more that makes sense. I think there will be a clearer separation between your smart AR glasses that has to be light, that has to be always unconnected, and that’s primarily there to help you make sense of the world around you. The true VR headset that doesn’t really require much in terms of AI, and it’s just there to immerse you in a different world. For this, we know, unfortunately, in some ways, that there is not a lot of demand for it. Maybe there is little demand because you are too hidden in your own world. The technology is not working well enough yet. There are a lot of reasons. But I think Apple trying to do both at the same time, AR and VR, with the Vision Pro, was a pretty grave structural mistake. I think we would see a clearer line of separation between the two. There is bigger market opportunity for AR glasses. That, I certainly agree. There is opportunity to connect that to a computing device. As you talk about, your glasses are your screen, your phone becomes something in your pocket connected to your glasses. Nuno Goncalves Pedro For me, Apple has their way of doing things. From the perspective of what you said, they normally really plan their devices. Even if it’s a big shift in terms of a new area, like they tried with the Vision Pro, and we criticised them for launching it as a device that should have been more of a dev device that they really launched as a full-on device, but that’s their playbook, classically. I think Apple needs to change how they put products out and how they experiment with those products, et cetera. I think they have enough money to be doing everything all the time and figuring it out. If they don’t want to put it out, then they need to do a lot more hell of testing internally with their silos, but they should be playing across all these arenas, VR, AR, everything. They just should put devices out that are either ready for prime time, or they should call it something else. They should call it like this is a dev device or whatever it is. Bertrand Schmitt I agree with you. My complaint is more that it was marketed as a consumer device when it was not. It was a true developer device. Two, they tried to mix the two at once, and it made no sense. No one is going to walk in their home or in the street with their Vision Pro on their head. You have to be deranged, quite frankly, to have use cases like this. I think that for me is a crazy mistake from a company like Apple that prides itself in pure UI, pure user interface, very well-designed device for one specific use case, not mixing the two use cases. We still don’t have Macs with a touchscreen, you know? We still don’t have an iPad with a good OS that makes use of this great hardware. For some strange reason, they decided to mix everything in the Vision Pro with a device that weighs a ton on your head and is so uncomfortable. That’s why, for me, I’m like, “Guys, what is wrong? Why did you let this team run crazy?” I hope at some point, Apple will go back to the drawing board. My understanding is that that’s what they are doing. They are going to have two devices, one smart glasses, an evolution of the Vision Pro, just focus on VR. They might actually abandon the concept of the pure VR-oriented headset. Because, from a market size perspective, it might not be big enough for Apple, quite frankly. Nuno Goncalves Pedro I read on all of the above, and people at this point was like, “Why are then players like Samsung and others not doing it. LG, et cetera?” Because those players historically have not invented new categories. They’re amazing at catching up once the category is invented, and then they scale the hell out of it, and that’s what these companies have been exceptional at. I wouldn’t see a dramatic innovation, I think, in terms of devices coming from any of the big ones on that side of the fence. Not to disrespect them in any way, but I think that’s not been their playbook ever. Again, if the origination doesn’t come from a start-up or from an Apple, I don’t see those guys going after it. My bet is that we’ll see some start-up activity and, again, hopefully, some announcement from IO now within the OpenAI world. Bertrand Schmitt I would slightly disagree with you. I see where you are coming from. But take the Samsung Galaxy Note, that sudden much bigger headphone that no one was doing that was launched by Samsung, at some point, it forced Apple to launch an iPhone Max. Let’s look at the Z Fold that Samsung launched 7 years ago, copied by everyone. Now Samsung launching a trifold. Apple has still not launched their foldable phone. I think there is a mix, actually, of sometimes- Nuno Goncalves Pedro For me, that’s not a proper new category. It’s still a mobile phone. It just happens to have a screen that folds in half. Bertrand Schmitt The iPhone was still a mobile phone, you could argue. Nuno Goncalves Pedro No. I think the iPhone was… I could actually agree with you on that point. Maybe Apple is not as innovative in that case. I think what Steve Jobs was exceptionally good at in terms of his ability as this master product manager was to be an exceptional curator of user flows and user experiences, and creating incredible experiences from devices based on that. That was his secret sauce. Could you say, “Wasn’t all of this stuff already around?” It was. You just put it all together very neatly and very nicely. But if you’re talking about significant shifts in how a category is done, the iPhone was a significant shift in how the category was done. The Fold is still an interesting device. I actually have a Fold right now in front of me. The 7 that you highly recommended to me that we both got, the Z Fold 7. I think they do amazing devices. I don’t think they normally are the most innovative players. Then, when they come to innovation, it comes from technology edges. Obviously, they have Samsung Display, there’s a bunch of other things. They had the ability to do foldable screens in-house themselves. Bertrand Schmitt I don’t disagree with you. I think there is an interesting situation where some companies have some strengths, another one has some strengths. My worry with Apple is that this was not demonstrated with the Vision Pro. The Vision Pro was a hot pot of technologies barely integrated together, with use cases absolutely not well-defined and certainly not something that makes sense for most of us. There is a question of has Apple lost it? While Samsung actually keeps doing their own stuff, that, yes, might be more minor improvements, but at least they are doing it. Because it looks like Apple is missing the train on even the minor improvements. By the way, you might not be aware, but Samsung launched its Vision Pro competitor. Interestingly enough, it might be a better product in some ways, being much lighter and much more comfortable. Nuno Goncalves Pedro We should play around with that and report back to our listeners. Of Start-ups and VCs Moving to venture capital and the startup ecosystem and what’s happening there, I think it is very much a bifurcated environment, and it’s bifurcated for both VCs and for startups. If you’re a startup in the AI space, and you have the hottest team since sliced bread, and you can create FOMO at the speed of light, you can raise ridiculous rounds. Five hundred million at the $3 billion, or $4 billion, or $5 billion valuation, and you still haven’t really even started. First round, you can raise 500 million. That’s back to the whole discussion on Bubble and where are we, et cetera. Some of these companies might actually become huge, some of them might not. But definitely, we are seeing really the haves and have-nots on the startup ecosystem with incredible teams raising a lot of money very, very early on or mid-stage if they’ve already existed for a while, and then the rest not being able to raise. We see a lot of non-necessarily AI sectors, some of the areas of SaaS that don’t necessarily have AI in it, or fintech, or the consumer space that are really, really struggling. If you don’t have an AI story for your startup right now, it’s extremely difficult to raise money unless your numbers are just the best numbers ever. That’s, I think, the first part of the element of bifurcation that we’re seeing today. The second element of bifurcation that we’re seeing today in terms of fundraising is for VCs themselves, and really propelled by the large VC firms raising more and more capital in recent orbits, announcing 15 billion across funds raised. Lightspeed, I think, had made an announcement a couple of weeks ago as well. They’ve raised a bunch of money as well. The big guys are all raising a lot of money. At some point in time, the question some of you might ask is, “These VCs are redeploying more and more money if they have a couple of billion for a VC fund. How does that look like? Is that still VC?” My perspective, I’ve shared before in some of our previous episodes, is that that’s no longer venture capital. At that point in time, we’re talking about something else. Private equity hedge funds, if you want to call them, maybe funds that are really driven by growth investment or late-stage investment. If you have a couple of billion under management, you’re not going to make your returns by writing a $3 million check in a series seed and leading that round. That has implications for everyone in the ecosystem. It has implications for smaller funds that obviously have a lot more difficulty in raising capital. It’s difficult to differentiate. Last but not least, also for startups that really continue searching for that capital that is out there. Andreessen Horowitz, for example, runs Speedrun, which is a great program for companies around consumer in particular. Initially, it was a lot for gaming. But at some point in time, Andreessen Horowitz could decide that they don’t want to invest more in you. They just put money from Speedrun, which is obviously a very small check compared to the very large checks they could write mid to late stage and that will have an effect on you as a startup. What happens at that point in time if Andreessen Horowitz is not backing you up in later stages? More than that, what happens if I can’t get these big funds interested in me? Are the small funds still valuable to me? Punchline, my view is yes. Obviously, we’re a smaller fund, so there’s parochial interest in what I’m saying. Small funds can still create a ton of value for you, also in terms of credibility, ability to accompany you in those first stages of investment, and the ability to bring other larger investors later down the road as well. There’s definitely a big movement happening in terms of the fundraising for VC funds, which we shouldn’t neglect, which is the big guys are raising a lot more capital and are therefore emptying the market to smaller funds that are having more and more difficult raising at this point in time. We had discussed that there would be a need for concentration in the industry, that micro funds would need to concentrate, and we didn’t have the space for so many micro funds as we had around. But the way it’s happening is extremely dramatic at this moment in time. I think it will continue through 2026. Bertrand Schmitt Remember a few years ago, with the rise of AI, there was more and more of the question about, “What’s the point of SaaS at this stage?” Because SaaS was around for 15 years. Basically, how do you come up with something new that was not already tested, validated by the market? How do you bring something new? We say this was reinforced to the power of 10. If your product is not clearly built from the ground up for a new use case enabled by AI, anyone could then might have built your product 5, 10 years ago, and therefore, why now has no clear answer, and it’s a big problem. I’m still surprised myself to still see some entrepreneurs where you talk to them about AI because you don’t see them in the deck, and they explain to you, “It’s not yet there,” and you’re like, “What’s wrong with you guys?” Fine. Do whatever you want. Do a small business and whatever, but don’t think you can come up pitch and raise without an AI story. The second category is people who come with an AI story, but you can feel very quickly, I guess you saw that many times, Nuno, where just a story layered on top with little credibility. It’s not better. It’s not enough to just have a story. Your business needs to be radically built differently or radically proposing some brand-new use cases that were impossible to solve 5 years ago. Nuno Goncalves Pedro To stack up on that, absolutely in agreement. If you’re just adding to the story, and it’s an afterthought, and you’re just trying to make the story somehow gel, once you go into one or two layers of due diligence, your investors will very quickly realise that you’re not really AI-first or dramatically AI-enabled or whatever. It’s just you’re sort of stacking something on top of another thesis. It needs to make sense from the product onwards. It’s not just, let’s just put it together with chewing gum, and magically, people will give you money. It was true also if we remember the good old crypto blockchain days, where everyone’s investing in crypto. A lot of stories that didn’t make much sense. In that sense, it’s not very different. I would go one step further. I think in the world of the VC winter that we’re a little bit in, where it’s more and more difficult if you’re a smaller fund to raise your fund at this moment in time, there’s a lot of sources of distinctiveness still talked about, like proprietary networks, access to deal flow, fast track record, all that stuff that really, really matters. But our bet continues at Chamaeleon continues being that you need to be AI-first as a VC fund yourself. You need to have core advantages in using not only readily-available AI tools or third-party available AI tools, data sources, technology stacks, but actually building your own stack over time, which is what we did with Mantis at Chamaeleon. Again, just to reinforce that, I think we’re at the beginning of that stage. We, Chamaeleon, are ahead of the game, but we think that the rest of the market will have to move towards that as well. Still, to be honest, very surprising to me to see that many significant large players are doing very little still around some of these spaces. They have data scientists. They’re running some tools. They’re running some analysis and all that stuff, but it’s still, again, back to the point I was making for startups, all glued up with chewing gum. It doesn’t all come together nicely, which it does need to from a platform standpoint. Bertrand Schmitt It’s quite surprising. I agree with you that some VC funds might think that they can do business as usual in that brand-new world. It’s difficult to believe. Nuno Goncalves Pedro Maybe moving a little bit toward the capital formation piece. We already discussed the M&A space really accelerating. We’ve also discussed the IPO market and some predictions on that. Secondaries, there’s obviously a lot of liquidity coming from secondaries from mid to late stage. I think it will continue throughout the rest of 2026. A lot of activity in buying, selling in secondaries as some asset managers are becoming more distressed, as some very high net worth individuals and family offices are becoming more distressed as well, at the same time, where there’s a lot of opportunities to potentially arbitrage around some investments. I believe a lot of money will be made and lost this year by decisions made this year, just to be very, very clear in terms of equity, purchases, et cetera. Exciting year ahead of us. Definitely a very, very interesting market ahead of us. Secondaries, M&A, growth, and late-stage investing, also, early-stage investing will continue just for those that were wondering. Last but not least, the public markets, the IPO market as well. Bertrand Schmitt One of the big questions for the IPO market would be, will SpaceX go public? Would it be good for the startup ecosystem? Because suddenly that they go public, it would be to raise money. If they raise money, will there be any money left for anybody else? That would be an interesting test of the market. For sure, it would be proof that market are risk on financing a new IPO like this one. Or as you said, maybe there is no IPO, and it’s a merger with Tesla. Time will tell. Nuno Goncalves Pedro Regulatory & Geopolitical Headwinds… and the Wars Moving maybe to our topic of regulation and geopolitical headwinds, as we’re seeing … definitely not tailwinds. The Google antitrust verdict and, obviously, the remedies are expected to come forward now, and a lot of people are saying, “There are some risks of structural separation.” What do you think? Is it cool, but nothing will happen in the end dramatically? Alphabet or Google? I’m not sure, actually. It’s Google LLC. I think that’s the case. It’s The United States versus Google LLC. Bertrand Schmitt I’m not sure. Personally, I’m not a big fan. I think there needs to be a better way to manage some anticompetitive behavior. I’m not a big fan. There was this temptation to do that for Microsoft 25 years ago. Look at what happened. No one needed to buy Microsoft to leave space for others. I see the same with Google, and I guess they are happy to not be the number 1 in AI today, but to have an open AI in front of them. Even if they are doing a great job, by the way, to move forward and go faster and faster. Personally, quite impressed now with some of what they have released. Gemini 3 is doing great from my perspective. I’m not a big fan of this. I think to be clear, it’s important that bigger companies don’t behave anticompetitively, but at the same time, we need to find the right approach where it’s not about breaking these companies, and it’s also not about forbidding them to do acquisitions. Because then you end up with what NVIDIA just did with a $20 billion acquihire IP licensing type of acquisition, because they didn’t want to have the uncertainties. They didn’t want to wait 1–2 years in order to acquire the people and the technology, so they organised it in a different way. But I don’t like that. I think they should be able to acquire companies without facing so much uncertainty. To be clear, it’s not new. Uncertainty when you are Google, NVIDIA, or others, it happens. It has happened for a decade plus, 2 decades. I think there needs to be, for sure, some safety valves. At the same time, we want an efficient capital market. An efficient capital market need companies that can acquire other companies. If you don’t do that efficiently, it will be worse for the entrepreneurs, it will be worse for the investors, it will be worse for everybody. I think we have not reached a good equilibrium from my perspective. We need more efficient acquisition process. And at the same time, we need to also enforce faster anticompetitive behavior. Because what you talk about concerning Google, this is a case that was what? That is 10 years old. You see what I mean? This is way too long. If you’re a startup, you are dead by then. It’s like the story of Netscape facing Microsoft. They were dead long after the fact. I think we need a different approach. I’m not sure the best answer. I’m not sure we’ll get a better approach. There are probably too many vested interest. My hope is that it will get better with this current administration because, certainly, the past administration was very anti acquisition and efficient markets. Nuno Goncalves Pedro We’ve talked about the European Union AI Act a bunch of times, so I don’t want to spend too many cycles on that. The only effect that I would say is we are seeing in very slow motion the splitting of the Internet. I once had Tim Berners-Lee, by the way, shouting at me that we were going to break the Internet when we were applying for the .mobi top-level domain. I was part of that consortium that eventually did get the .mobi top-level domain, and I had him shouting at us. But, apparently, this is going to split the Internet, Tim. So in case you’re listening. Because it will create all these different rules. If your data is relating to consumers there, then it’s treated in a different way, and The US is… Well, obviously, we have the case of California with its own rules and laws. I don’t know. I feel we’re having a moment of siloing that goes beyond economic and geopolitical siloing. It will also apply to the digital world, and we’ll start having different landscapes around it. We’ll see how this affects global expansion of services, for example, around AI, particularly for consumer, but I don’t foresee anything dramatically positive. Recently, we had the whole deal around TikTok finally having a solution for their US problem where there’s now a US conglomerate magically that owns it. The conglomerate doesn’t magically own it, they just straight up own it for the US. But it was driven by many of these concerns around data ownership. Where’s the data? Where is it based? I think a lot of other concerns that have to do with the geopolitics of China, obviously, being the basis of ByteDance, the owner of TikTok, that still is a significant owner, by the way, in TikTok in US. Then also the interest in the economics of making money out of something as powerful as TikTok, to be honest, in The US. Just to be clear, I don’t think this was all about the best interests of consumers. It was also about money. Just follow the money. Bertrand Schmitt There are for sure, some powerful interest at play. But let’s be clear. I think one is data, as you rightfully said, but the other one is algorithm. It’s not as if China is authorising any competitor on its territory. They have blocked access to most of the Internet platforms from the US, either finding new rules or just trade blocking them. So I don’t think it’s fair competition. You don’t want some of that data in China about the US or European consumer. Three, it’s about the algorithm. If suddenly, you are a foreign power, and you can as we know in China, you better follow what’s required of you from the Chinese Communist Party. You cannot take a chance with influencing other stuff like elections in other countries. It’s fair from the US perspective. One could even argue it’s fair from a Chinese perspective to want that. I think the only one in the middle who doesn’t really know what they want is Europe because on one side, they want to benefit from American platforms, on the other end, they want to have some controls. On the other end, they don’t create the environment for startups to flourish. So in that weird situation where they have to accept some control by the big US providers and either provider of underlying infrastructure or provider of consumer business facing services. Then they try to regulate them. But I think they are misunderstanding the power relationship, and I think some of this regulation would get some blowback, at least by the current administration. Just, I believe, this morning, there was some news around X being under a criminal investigation in France. This is not going to end well for the French startup and VC ecosystem. This is not going to end well for France and Europe when you depend so much from your American friends. Nuno Goncalves Pedro Regulation will be weaponised. Regulation constraints around exports, all of this will be weaponised geopolitically, and the bigger guys will normally win. I think that’s normally what we’ve seen. Just on TikTok just to… And you guys, if you’re listening to us, just see if you see a pattern here, but obviously, 19.9% still owned by ByteDance of the TikTok entity in the US. It was initially said that 80% of the TikTok entity is owned by non-Chinese investors. Initially, people were saying US investors, and then they changed it to non-Chinese because MGX, I think, has 15% of it. MGX is based in the UAE, connected obviously to Mubadala, the Abu Dhabi sovereign wealth fund. Silver Lake is in there, I think, with 15% as well. Oracle as well with 15%. Those three are the big bucket owners together, 45%. Silver Lake having collaborated with MGX before, and I’m sure a lot of connectivity there. Then you still see a pattern in this in terms of shareholders. If you don’t, then just Google it. Dell Family Office, Vastmir Strategic Investments, which is owned by billionaire Jeff Yass, Alpha Wave Partners, obviously involved with a bunch of things like SpaceX and Klarna, Virgoli, Revolution, which is Steve Case’s, a former founder of AOL, is also in there. Meritway, which is managed by partners, I think, of Dragonair. Vinova from General Atlantic, an affiliate of General Atlantic. Also, NJJ Capital, which I believe is Xavier Nil, the French billionaire that founded Iliad. Mostly American, I think, if the math is correct. 80% non-Chinese, which was what mattered, I think, in many cases. But do see if you saw a pattern in most of those investors. I won’t say anything more than that. Maybe moving to other topics, maybe just to finalise on regulation and geopolitics. In geopolitics, we should talk about wars if we predict anything. Not that we are nasty and one want to be negative, but what the hell is going on? Will we have ending to the wars we already have ongoing or not? But before that, the struggles on the App Stores, I think, will continue both for Apple and for Google Play Store. The writing’s on the wall, the EU keeps pushing it dramatically and Apple keeps just doing stuff. I’m on the board of an App Store company. Apple just creates all these things that basically make you not really… It doesn’t work. You can’t provision then an App Store on Apple devices. On iPhones, et cetera. We’ll see how that will continue going, but I feel the writing’s on the wall. Both Apple and Google will have to open up a bit more of their platforms. I’m not sure it will have a huge impact in the medium to long term, but definitely we need to see more openness in access to apps as given by the two big platform owners, Apple and Google, out there. Bertrand Schmitt Let’s be clear. Google is way more open than Apple. We both have Android devices. You can install alternative app stores. It’s a different ballgame by very far. Nuno Goncalves Pedro Google does other nasty stuff. It’s public. You can check which board I’m a part of. You can see what that company has done towards Google over time. But to your point, yes. It is true that Google has been more open than Apple, but Google has done their own things. Just to be very clear, so I’ll just leave that caveat bracketed there for people to think about it and maybe read a little bit about it as well. Bertrand Schmitt I can say that, me, from my perspective, that path of total control that Apple has been going through on all their devices, that includes macOS, pushed me to, over the past 2, 3 years, to completely live and abandon the Apple ecosystem. I just couldn’t accept that level of control, that golden handcuff approach of the Apple ecosystem, each their own obviously, they are golden, their handcuffs, but they are still handcuffs. Personally, that pushed me way more to Linux, Android, Windows, back to Windows after all these years. I just couldn’t stand it anymore. I want to pick my devices. I want to pick what I install on them, and I don’t want to be controlled like this by just one entity for all my tech devices. For me, at some point, it was just not acceptable anymore. It’s still very warm, very golden handcuffs, but for me, they were just handcuffs at this stage. Yes, what they are doing with the App Store is very typical of that mindset. I think it’s quite sad because I think it started with good intention in some ways. “We need a new computing paradigm, we need to make things smoother and safer,” but it has really become a way to control your clients. For me, it has reached a point where it’s just way too much. Nuno Goncalves Pedro There’s obviously the great power comes great responsibility that uncle Ben told Spider-Man or Peter Parker. But there’s also with great power comes shitload of money, and control. So it’s like, “Yeah. Should we open the server? Do we want to delay opening it up?” “Yeah.” Anyway, it is what it is. Maybe let’s end on the more difficult note of the episode, which is going to be around wars. What’s our prediction? Will we have an end to the Gaza situation with Israel? Will we have an end to Ukraine and, obviously, Russia? What will happen in Iran? Those are the three big, big conflicts right now. Then, obviously, if we want to add just bonus points, what’s going to happen to Greenland, and what’s going to happen to Taiwan, and what’s going to happen to Venezuela? Let’s throw the whole basket in there. We’ve never had like… Let’s talk about all these territories and all these countries. At some point in time, I’m saying this in a light manner, but it’s obviously more tragic than it should be light, and people are dying, and there’s a lot of implications of all of that that is happening right now. Do you have any predictions, Bertrand, for this year? Bertrand Schmitt No. It’s tough to predict on an individual basis. I think on a more bigger picture basis is on one side, obviously, the rise of China on one side. You have also the rise of other countries like India, while very indirectly connected to some of these conflicts are still part of the game, buying oil from Russia, for instance. At the same time, I think overall, the US is more clear about with the sheriff in town. I think it’s good because in some ways, you cannot pay for the goods, you cannot have such a massive advantage versus nearly every other country on earth and just not be clear about who is the boss in some ways. As a result, what are the rules of the game and how it should be played? The US is not alone, obviously, you have China, you have Russia, you have India, you have Europe. You have different other countries. But at some point, it’s not good when countries are not rational and are not clear. I think I prefer the current situation where things are more clear and where you have to assume responsibilities about what you are doing. It’s time to be rational again about how the world behave. Yes, the concept of power and balance of power. I think there has been that dream, maybe mostly coming from Europe, about the end of history. I think that’s simply not the case. It’s not the end of history. It’s still about the balance of power. It has always been about the balance of power. If you are dumb enough to think it was not about that anymore, I just have a bridge to nowhere to sell you. I don’t have specific prediction, but I think it’s clear there is a new sheriff in town. There is a new doctrine about the Western Hemisphere that has been in some ways resurrected on the [inaudible 00:51:35] train, and I think we’ll see more of it. I think at this point, the biggest question is for the Europeans. What do they want to do? Because right now, their position of being a dwarf militarily while being a pretty big giant economically, I don’t think it works. Nuno Goncalves Pedro I agreed on everything that you said. I do have predictions. I’ll stick a flag on the ground just with my predictions. Bertrand Schmitt Good luck. Nuno Goncalves Pedro They are mostly positive. I do think we’ll see an end or, for the most, end to the two big conflicts, the one in Gaza and the one in Ukraine. I think Ukraine will end up in readjustment of territory and splitting between Russia and the Ukraine, but the end of hostilities, I think that we will see an end to the conflict in Gaza also with a readjustment on what that will mean for the Palestinian territories and the Palestinians in general. That I’m not sure, but I feel that there will be an end to those two big conflicts. Iran, I have no clue. I will not put a stick on the ground that I have no clue. There are so many things that could go wrong there. I’ve been reading some really interesting thoughts about even some aggressive thoughts that this might be the time to really change regimes in Iran and for the US to have a bit more of an aggressive stance. I really don’t have a perspective. Obviously, there’s a lot at stake there. Then, if we talk about the other parts, Greenland, I will not opine too much on. Maybe we’re done for now. Maybe there’ll be some other concessions to the US that weren’t already there in the ’50s. Taiwan, I won’t bet either. I’m sad to say I think it might happen at some point in time, but I’m not sure when and what would drive it. Last but not the least, Venezuela is my only really negative prediction. I feel it will continue to be a significant dictatorship as it was before managed enough by other people with the difference now that it has a tax to be paid to the US in the form of oil of some sort, etcetera, and maybe gas, maybe other things as well that it didn’t have before. That’s probably my most negative prediction for the coming year on the geopolitical side. Bertrand Schmitt Without going into detail, I would mostly agree with what you shared. At least that makes sense. But as we know, it’s not always what makes sense, but what might happen. I can tell you 100% I would not have guessed this operation against Maduro. This was so well done, well executed, and shocking at the same time that it’s… I think it shows that it’s hard to guess some of this stuff because there are certainly some new ways to wage limited war, for instance. So it’s certainly interesting, and we certainly need to get used to pretty bombastic statements. But for Venezuela, I don’t think it can be worse than what it was before. I’m probably more optimistic that gradually it can get better. Nuno Goncalves Pedro Just to put perspective on why we’re not making predictions on some of these elements, I think this is a funny story, but I was in Madeira. Actually, first time I was in Madeira, although I’m originally from Portugal. I’ve never been to the islands. Obviously, as you guys know, or some of you might know, there’s a lot of connection between Madeira and Venezuela. There’s a lot of immigration from Madeira Islands to Venezuela. One of my Uber or Bolt drivers there in Madeira was Venezuelan. Was born in Venezuela, but Portuguese descent, et cetera. He was telling me this was still last year. Late last year. Because I told him I lived in US, et cetera, and he was like, “Oh, hopefully, Trump will get Maduro out of there.” In my mind, I was like, “Dude.” No disrespect to the gentleman, but it’s like, “Okay. Mike, your perspective on geopolitics is maybe a little bit exaggerated.” And a couple of days later, we know what happened. When geopolitical decisions are better predicted by some probably very astute Uber drivers, you’re like, “Maybe I shouldn’t make a bet. I have no clue what’s going to happen, no clue what’s going to happen in Greenland, et cetera.” Anyway, a couple of predictions on that element. Bertrand Schmitt That’s why it’s so right. You have to be careful with the prediction, but it doesn’t remove the fact that I think nations and companies that have to play a global game have to understand in some ways what is the game, what are the powers in place, what could happen potentially, but also be realistic. Not be about wish and dreams, but more about, what’s the power relationship? Who has the money? Who has the means? Who has the capacity to do this or that? Because if you start that way, at least the scope of what’s possible, what’s reasonable is more and more clear more quickly. Some stuff like happened with Maduro, I would never have predicted, but for sure, if there’s one country that can do this sort of stuff, it’s the US. I’m not sure anyone has a technology and the means in terms of support infrastructure to do something like this. It’s tough to predict what will happen a year from now for any specific country, but I think that even trying to get a better understanding about the forces in play and their capacity and understanding and accepting that at some point, it’s all about real politic and relationship of power, the more your eyes would be wide open about what’s possible versus simple, wishful thinking. Nuno Goncalves Pedro Fintech, Crypto and Frontier Tech Moving maybe to our last section around fintech, crypto, and frontier tech. For me, just two very quick predictions, views of the world. I think on the frontier tech side, I won’t make a prediction. I will just tell you all to go and listen to our episodes, the one on infrastructure, which is immediately prior to this one, and the episodes that we’ve had around a couple of other topics including AI, what’s the future of your children, because I think they illustrate a lot of the points that we’re seeing and manifesting themselves over the next year and over the next 2 or 3 years as well beyond that. I feel those tomes are complete in and out of themselves, so you can just go and listen to them. Then my second comment is on crypto. I feel crypto has become of the essence, particularly under the current administration in the US, very favored. Obviously, we are now in a world where crypto is just part of the economic system, and I think we’ll see more and more of that emerging, and in some ways, crypto is becoming mainstream. Question is what blockchains will be the blockchains of the future? Obviously, there’s a bunch of bets put out there. We, ourselves, as Chamaeleon, have one investment in one of the significant bets in the space. But besides that, who’s going to win or not, we feel that we’re past the crypto winter. It’s now mainstream days, and we’ll see a lot more activity in there. Bertrand Schmitt I must say with crypto, I’m a bit confused. As you say, we are past the crypto winter. There is much less uncertainty in regul
Gm! In this episode, we discuss recent trends in the Solana ecosystem, including declining onchain revenue, continued inflows into Solana-related ETFs, and growth in tokenized equities. We also cover liquidity and structural challenges in onchain equity markets, RWA expansion on Kamino, and the Axiom insider trading controversy. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Toma: https://x.com/toma_adv Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:17) Solana Monthly Update (8:18) Tokenized Equities Explained (20:11) Onchain Stock Liquidity (24:16) RWAs on Kamino (38:51) Axiom Insider Trading (52:31) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Dans cette troisième et dernière partie, Denny Imbroisi plonge dans la naissance de ses premiers succès. Il raconte l'ouverture de son premier restaurant IDA et le chemin vertigineux qui suit. Le succès immédiat ne chasse pas l'angoisse des charges, des dettes et de la responsabilité. Entouré de sa femme Sylvia et de son équipe, il découvre la force de l'énergie positive pour traverser les périodes de doute et de fatigue.Au fil de l'épisode, il décrit comment il transforme chaque projet en une expérience complète, où la décoration, l'assiette, l'ambiance et l'histoire d'un restaurant se répondent. Il explore la puissance de la générosité qui lui permet de créer un lien avec ses clients, tout en s'inspirant des équipes et en apprenant à déléguer. Il révèle sa manière de résoudre les problèmes, d'enseigner par l'exemple et d'utiliser les outils numériques pour structurer sa gestion.Enfin, Denny partage ses projections pour l'avenir, entre hôtellerie méditerranéenne, qualité de vie et pérennisation de ses restaurants. Cette dernière partie montre un chef qui dépasse le simple désir de reconnaissance pour construire un univers cohérent, où chaque décision contribue à raconter une histoire plus grande que lui, celle d'un métier, d'une passion et d'une vie pleinement maîtrisées.Pour découvrir l'univers de Denny Imbroisi, commencez par IDA, rejoignez Epoca, faites un tour par Malro et terminez à Ischia ! Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Gm! In this episode we're joined by Nick Ducoff, Head of Institutional Growth at the Solana Foundation, to explore Solana's institutional adoption and the rise of internet capital markets. We discuss the growth of tokenized real-world assets, stablecoins, and onchain equities, alongside regulatory dynamics, institutional tooling gaps, and the structural advantages of public blockchains. We also discuss emerging opportunities in real estate, municipal bonds, and expanding global investor access. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Solana: https://x.com/Solana Follow Nick: https://x.com/nickducoff?lang=en Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:08) Nick's Path to Solana (8:25) Institutional Adoption in Action (10:49) Why Institutions Are Choosing Solana (20:37) Institutional Archetypes & Regulatory Constraints (23:49) The RWA Landscape: Yield, Stablecoins & Equities (31:51) Canonical Tokens vs Market Fragmentation (34:45) What's Next: Real Estate & Municipal Bonds (40:57) Why This Cycle is Different (43:24) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Dans cette deuxième partie, Denny Imbroisi raconte son départ de Menton pour Paris pour poursuivre son rêve. Il découvre l'univers de William Ledeuil. Chaque geste, chaque plat, chaque décision sont précis et réfléchis. Il apprend à organiser, calculer, gérer et structurer un restaurant. Il gagne en rigueur et en technique.C'est aussi là qu'il se lie d'amitié avec Juan Arbelaez lors du tournage de Top Chef. L'émission le propulse sous les projecteurs et le confronte à la pression. Il doit cuisiner, expliquer, performer et gérer son stress. À la sortie, il emménage dans un petit studio avec Juan. Ensemble, ils affrontent les défis, travaillent dur et apprennent à se dépasser. Ces années à Paris forgent son caractère. Elles lui enseignent la discipline, la patience et l'équilibre entre créativité et organisation. Elles le préparent à ouvrir ses propres restaurants et à construire son univers culinaire. Chaque expérience le rapproche de son objectif et renforce sa passion pour le métier.Pour découvrir l'univers de Denny Imbroisi, commencez par IDA, rejoignez Epoca, faites un tour par Malro et terminez à Ischia ! Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Dans cette première partie, on remonte aux origines du parcours de Denny Imbroisi.Aux origines, il y a une enfance en Calabre dans une famille de restaurateurs. Denny passe son temps dans la salle entre le stress et l'énergie des services. La cuisine n'est pas un choix mais son premier environnement. Puis tout bascule : le divorce de ses parents, la maladie de sa mère et le poids des responsabilités. À 14 ans, il part vivre dans le Nord de l'Italie chez son père où il découvre un cadre plus strict. C'est là que la cuisine devient un refuge. Ce sont des tomates confites cuisinées par ses soins qui provoquent un déclic. Pour la première fois, il trouve une parenthèse dans cette période pavée de doutes. Il comprend que ce sera son métier.Denny travaille gratuitement pour apprendre le métier, comme le veut son père. Il découvre l'intensité des grandes maisons, l'esprit d'équipe, la pression. Puis vient la France, Menton, l'apprentissage aux côtés de Mauro Colagreco au Mirazur. Trois années fondatrices, faites d'énergie, de rigueur et de perfectionnement.Cette première partie pose les bases d'un parcours construit dans l'effort. Celui d'un adolescent qui cherche un sens, trouve un cadre, et décide très tôt de transformer l'adversité en moteur.Pour découvrir l'univers de Denny Imbroisi, commencez par IDA, rejoignez Epoca, faites un tour par Malro et terminez à Ischia ! Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Sollte man Claude vollen Zugriff auf den eigenen Computer geben? Glöckler teilt seine Erfahrungen mit dem SecondShot-YouTube-Kanal: Für 300€ lassen sich über YouTube Promotion 120.000 Views kaufen. Jack Dorsey entlässt 4.000 der 10.000 Block-Mitarbeiter. Stripe soll laut Gerüchten PayPal übernehmen wollen. Amazon investiert $50 Mrd. in OpenAI, aber nur $15 Mrd. sofort – der Rest fließt erst bei AGI oder Börsengang. OpenAI schließt seine $110 Mrd. Runde bei $840 Mrd. Bewertung. Netflix steigt aus dem Bieterwettstreit um Warner Bros. aus, die Aktie springt 9%. Burger King setzt KI-Agent "Patty" auf die Headsets seiner Mitarbeiter. Das Pentagon droht Anthropic als Supply Chain Risk einzustufen, weil Claude autonome Waffen und Massenüberwachung ablehnt. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Sollte man Claude vollen Zugriff geben? (00:07:58) YouTube Views kaufen: Glöcklers SecondShot-Experiment (00:29:19) Jack Dorsey feuert 40% von Block per Tweet (00:36:44) Stripe will PayPal kaufen? (00:40:11) OpenAI-Runde: Amazons $50 Mrd. mit Sternchen (00:53:03) Netflix steigt aus Warner-Bros-Übernahme aus (01:00:05) Anthropic, Perplexity und Claude Code Hackathon (01:13:56) Profound: SEO für LLMs bei $1 Mrd. Bewertung (01:19:08) Meta kauft Google-TPU-Chips (01:22:04) Burger King KI-Agent "Patty" überwacht Mitarbeiter (01:26:40) Pentagon vs. Anthropic: Supply Chain Risk Drohung (01:33:00) Nvidia Earnings: 73% Wachstum, Aktie fällt (01:35:23) Höfner-Besitzer spendet an AfD (01:38:21) Prediction Markets und Proxima Fusion Shownotes jack dorsey block layoffs - x.com Zahlungsabwickler Stripe bekundet Interesse an PayPal - bloomberg.com Amazon's $50 Billion Investment in OpenAI Could Hinge on IPO, AGI - theinformation.com Netflix ditches deal for Warner Bros. Discovery after Paramount's offer is deemed superior - cnbc.com Anthropic veröffentlichte OpenClaw: KI-Agenten steuern, ohne Befehle. - linkedin.com Can Anthropic just CHILL- x.com Anthropic verbindet KI-Agenten mit Werkzeugen für Investmentbanking, HR - bloomberg.com Software stocks rebound as Anthropic announces new partnerships - cnbc.com Einführung Perplexity Computer: Vereinheitlichtes KI-System - linkedin.com Perplexity Bloomberg Terminal- x.com Ich habe jeden Anthropic AI Hackathon-Gewinner untersucht. - 2ndorderthinkers.com Profound sammelte $96M bei $1B Bewertung von Lightspeed. - linkedin.com Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry - theinformation.com Meta's Internal Chip Design Efforts Hit Roadblocks - theinformation.com Burger King nutzt KI zur Überprüfung von Höflichkeit. - theverge.com Instagram wird Eltern bei Suche nach Selbstverletzungsthemen alarmieren. - theverge.com Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight - axios.com Claude Department of War - x.com Pentagon-Beamter kritisiert Anthropic - cbsnews.com Anthropic sagt, Pentagon-Angebot ist inakzeptabel. - axios.com Hacker nutzten Claude, um mexikanische Daten zu stehlen. - x.com Sam Altman gewinnt gegen Elon Musk in xAI-Klage. - businessinsider.com Shein Chinese Roots- ft.com Duolingo-Aktien fallen nach enttäuschender Buchungsprognose. - reuters.com Coreweave übertrifft Umsatzprognosen im vierten Quartal 2026 - reuters.com Berliner Milliardär spendet 18.000 Euro an die AfD - morgenpost.de Mann wettet gesamtes Erspartes gegen Elon Musk, gewinnt - gizmodo.com Bayern plant bis zu 400 Mio. für Fusionskraftwerk. - businessinsider.de
Max talks with Josh Harnagel, COO of Redbird Flight, about a practical use-case that matters to almost every instrument pilot: logging IFR instrument currency and staying proficient in an FAA-approved simulator. Josh explains why many pilots buy Redbird's FAA-approved tabletop devices specifically for currency—especially to knock out the holding requirement—and why he likes shooting an approach in the simulator before flying it in the airplane. Max shares why he does the same thing before recurrent training, because simulator reps surface the "gotchas" that can spike workload in real IFR—like autopilot behavior on LNAV+V. Josh breaks down Redbird's product lineup, clarifies what's FAA approved versus "just a computer," and explains where Basic ATDs and Advanced ATDs fit in training. They also touch on Redbird GIFT (Guided Independent Flight Training), remote instruction possibilities, and why avionics emulation is hard (and expensive) to do with perfect fidelity. Then the episode pivots to a Redbird factory tour: outbound shipping and crating, assembly workflow, fabrication of honeycomb aluminum shells, wiring harness and switch panel build, PCB soldering and parts inventory, completions/testing, and even the cooling/vent system inside the sim—ending with why engineering and the shop are co-located for faster iteration and better quality. If you're getting value from this show, please support the show via PayPal, Venmo, Zelle or Patreon. Support the Show by buying a Lightspeed ANR Headsets Max has been using only Lightspeed headsets for nearly 25 years! I love their tradeup program that let's you trade in an older Lightspeed headset for a newer model. Start with one of the links below, and Lightspeed will pay a referral fee to support Aviation News Talk. Lightspeed Delta Zulu Headset $1299NEW – Lightspeed Zulu 4 Headset $1099 Lightspeed Zulu 3 Headset $949Lightspeed Sierra Headset $749 My Review on the Lightspeed Delta Zulu Send us your feedback or comments via email If you have a question you'd like answered on the show, let listeners hear you ask the question, by recording your listener question using your phone. Mentioned on the ShowBuy Max Trescott's G3000 Book Call 800-247-6553 Video Simulation of Epic E1000 Crash at Steamboat Springs, CO on Patreon Helicopter VR Flight Simulator Training podcast: Loft Dynamics Free Index to the first 282 episodes of Aviation New Talk So You Want To Learn to Fly or Buy a Cirrus seminars Online Version of the Seminar Coming Soon – Register for Notification Check out our recommended ADS-B receivers, and order one for yourself. Yes, we'll make a couple of dollars if you do. Get the Free Aviation News Talk app for iOS or Android. Check out Max's Online Courses: G1000 VFR, G1000 IFR, and Flying WAAS & GPS Approaches. Find them all at: https://www.pilotlearning.com/ Social Media Like Aviation News Talk podcast on Facebook Follow Max on Instagram Follow Max on Twitter Listen to all Aviation News Talk podcasts on YouTube or YouTube Premium "Go Around" song used by permission of Ken Dravis; you can buy his music at kendravis.com If you purchase a product through a link on our site, we may receive compensation.
Dans cet épisode de CHEFS D'ENTREPRISE-S, on reçoit Aline Lebrêne Baron, fondatrice d'OUMAMI, une marque de bouillons bienfaisants pensés pour le goût et la santé.Aline raconte à notre micro un parcours longtemps resté loin de la cuisine. Il démarre par une éducation très exigeante sur le goût de la part de son grand-père, puis un départ précoce de chez ses parents pour construire sa vie seule. Elle choisit d'abord le bâtiment, un univers masculin et physique, avant qu'une série d'épreuves personnelles ne l'amène à repenser totalement sa trajectoire.L'épisode revient sur le moment charnière où la question de la santé et de l'alimentation devient centrale dans sa vie. Elle s'intéresse au microbiote, au soin par la nourriture et décide de créer un produit qu'elle ne trouve pas sur le marché : un bouillon bio liquide. Sans formation initiale dans le domaine, elle apprend seule, se forme à la conserverie et construit pas à pas son outil de production.On parle d'intuition entrepreneuriale, de résilience face aux chocs de la vie et de la manière dont une conviction personnelle peut devenir une entreprise. Une histoire dans laquelle entreprendre devient une façon de reprendre le contrôle.Pour découvrir les bouillons OUMAMI, c'est par ici.Et pour jeter un œil à l'épicerie Good Food For Mama qui accompagne la maternité, par là ! Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Gm! In today's episode we have a 0xResearch crosspost where they were joined by Lucas Bruder, Co-Founder of Jito Labs to discuss Jito's BAM block builder on Solana, highlighting transparency, verifiability, and application-controlled execution. They also cover market structure, stake adoption, MCP, slot time reductions, and JitoSOL's ETF efforts. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Jito Labs: https://x.com/jito_labs Follow Lucas Bruder: https://x.com/buffalu__ Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Boccaccio: https://x.com/salveboccaccio Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:54) Why Jito Built BAM (5:50) Application-Controlled Execution Explained (11:30) MCP and Solana's Future (15:56) BAM Adoption and Stake Growth (33:13) Cutting Slot Times on Solana (40:28) JitoSOL and the ETF Push (47:09) AI, Products, and the Road Ahead (50:40) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! In this episode, we're joined by MacBrennan Peet, Founder of Project 0, to discuss how the platform is tackling capital and risk fragmentation across DeFi venues. We cover unified margin, cross-venue credit, automated strategies, dynamic risk management, integrations across Solana lending markets, and Project 0 Pay. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Project 0: https://x.com/Project0 Follow MacBrennan: https://x.com/macbrennan_cc Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:48) MacBrennan's Path to Project 0 (5:39) Rebuilding Prime Brokerage for DeFi (8:48) Unified Margin Across DeFi Venues (19:59) Automated DeFi Strategies (26:57) Risk Management & Asset Onboarding (31:51) The Evolution of Automated Strategies (35:19) Project 0 Pay Explained (46:33) Competing With DeFi Super Apps (51:10) What's Next for Project 0 (55:06) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Chaque mois, dans le format talk de CHEFS, un sujet traverse la table et on le confronte à plusieurs regards.Des professionnels, des observateurs, des praticiens. Pas de monologue. Un débat !Ce mois-ci : la cuisine végétale.Phénomène ou transformation durable ?Niche parisienne ou nouvelle grammaire gastronomique ?Peut-on bâtir un restaurant ambitieux, créatif et rentable sans protéine animale ?Autour de la table :— Jérémy Grosdidier et Michelle Primc fondateurrice.s du restaurant Vivide (le premier en cuisine, la deuxième en salle), qui ont fait le choix d'un menu dégustation 100 % végétal. Ils racontent les débuts à quatre couverts, les doutes, les ajustements, le travail technique colossal derrière chaque assiette, et la stratégie pour rassurer sans renoncer à leur ligne.— Léo Pajon, journaliste au Monde et à M le magazine, qui a publié entre autres nombreux et très bons articles, quelques uns récents sur la scène végétale. Il apporte un regard analytique : combien de restaurants réellement gastronomiques en France ? Pourquoi le sujet est-il aussi clivant ? Comment les guides, les clients et les banques réagissent-ils ? Et nous fait part de son sentiment après avoir poussé la porte des acteurs de cette scène gastronomique.On parle d'amour du légume.De fermentation, de feu, de process.De prix et de rentabilité.De masculinité alimentaire et d'imaginaire collectif.D'engagement… de gourmandise et d'étoiles!Un échange dense, argumenté, qui risque de provoquer aussi, pour comprendre ce que le végétal dit aujourd'hui de la restauration française.Bonne écoute!Pour découvrir le restaurant Pristine, autre adresse très recommandable signée Michelle et Jérémy, c'est par ici !Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Dans cet épisode de CHEFS, on reçoit Chloé Charles.Avant Lago et l'affirmation d'une voie indépendante, on découvre une enfance parisienne dans une famille de gourmands, face à Ferrandi. La cuisine est d'abord un plaisir, puis un déclic à l'adolescence. Comprendre que cela peut être un métier et décider de se lancer, sans modèle.Chloé Charles raconte ses années d'apprentissage, les stages très jeunes, la dureté physique et l'adrénaline du service. Les maisons qui marquent, celles qu'elle quitte aussi. Elle évoque ce qu'elle refuse déjà, la violence, l'injustice, l'épuisement des équipes.Elle parle des passages décisifs, l'expérience intense chez David Toutain, puis Septime où elle devient seconde dans un restaurant qui bouscule les codes. Le moment où elle commence à comprendre quel métier elle veut vraiment exercer.Puis vient le choix de la liberté. Ne pas ouvrir un restaurant classique mais inventer son propre format. Avec Lago, elle crée un lieu multiple, entre cantine accessible et projets sur mesure. La cuisine qu'elle veut faire, et l'endroit où elle aurait envie d'aller.Un épisode qui raconte comment un parcours fait d'exigence, de refus et de décisions franches peut mener à une cuisine libre.Et pour aller plus loin découvrez son espace à privatiser Lago !Et continuez la route vers sa cantine !Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Dans cet épisode de CHEFS D'ENTREPRISE-S, on reçoit Valentine Davase, cofondatrice du Réfectoire et de Pas Cher.Elle raconte un parcours qui commence en cuisine mais qui bascule vite vers l'entrepreneuriat. Travailler dans des lieux prestigieux lui apprend la rigueur, puis en restauration rapide l'organisation, mais elle comprend qu'elle veut surtout monter des projets et créer ses propres structures.L'épisode revient sur les années où l'entreprise grandit très vite lorsqu'elle dit oui à tout, puis sur le choc du Covid qui impose de tout repenser. Organisation, rentabilité, nouveaux métiers comme le catering, jusqu'à devenir une offre food complète capable de servir tous les formats.Valentine Davase parle aussi de management et d'équilibre de vie. Construire une boîte solide sans épuiser les équipes. Réussir sans sacrifier l'humain.Un épisode sur la réalité de l'entrepreneuriat dans la restauration aujourd'hui, entre ambition, structuration et liberté.Pour découvrir le traiteur Le Réfectoire, c'est par ici ! Et le petit nouveau, Pas Cher, le resto de burgers, ici !Cet épisode existe grâce au soutien de notre partenaire LightSpeed, une solution ultra efficace pour les professionnels qu'on vous invite à découvrir ici !
Chaque vendredi, en complément de l'épisode CHEFS d'Entreprises, le format bonus OUVRIR UN RESTAURANT décrypte les étapes concrètes d'une ouverture réussie.Dans cet épisode, David Ordono et Adrien Pitard, opening planner et fondateur de la société Entrée focus sur le soft opening : ouvrir progressivement pour transformer les derniers réglages en avantage stratégique.Plutôt qu'une inauguration spectaculaire dès le premier jour, l'idée est d'utiliser cette phase comme prolongement des tests :– démarrer avec des horaires réduits– limiter la carte– inviter un cercle restreint de clients “ambassadeurs”– ajuster les process avant la communication officielle– conserver une marge sur les stocks et les effectifsÀ l'inverse, une forte communication et une ouverture complète dès le départ exposent une équipe encore fragile.Un épisode opérationnel pour comprendre pourquoi le véritable lancement d'un restaurant ne se joue pas dans l'effet d'annonce, mais dans la maîtrise des derniers ajustements.Si vous voulez vous lancer, vous aurez forcément besoin d'un partenaire ultra quali pour gérer... Vos additions, vos stocks, votre compta etc... Gagnez du temps et allez voir de notre part notre partenaire ;) LIGHTSPEED !
In this episode, Jacob Berry talks with Brian Tierney of Lightspeed about how data-driven dealers outperform emotional ones. They discuss aging reports, flooring pressure, CRM discipline, mobile service opportunities, industry benchmarks, and how AI will reshape dealership operations over the next five years.If you're sitting on aging units, struggling with response times, or unsure how to actually use your DMS to drive better decisions, this episode is for you.The difference between profitable stores and struggling ones isn't more inventory.It's clarity.We post weekly updates, so make sure to subscribe and follow us! If you have any suggestions or want to chat with us, don't hesitate to leave a comment.Interviews YouTube: https://youtube.com/@dealershipfixit Connect with Jacob: https://linkedin.com/in/jacob-b-berry Connect with Brian: https://www.linkedin.com/in/tierneyb/ Follow the Fixit Online: https://linktr.ee/dealershipfixitSponsor: https://dealers.motohunt.com
Gm! In this episode we discuss Blockworks' new Solana-focused Lightspeed IR platform and a report on Solana block building. We examine the rivalry between Jito BAM and Harmonic, impacts on transaction ordering, fees, market structure, validator clients, and the push toward protocol-level solutions like MCP and application-controlled execution.Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:42) Lightspeed IR Platform Launch (6:40) Block Building on Solana (12:28) Jito Bam vs. Harmonic: Architecture Breakdown (16:51) MEV, Fees, and Market Structure Impacts (34:04) MCP and Solana's Path Forward (48:49) What Happened to Jito and Harmonic? (55:55) Alpenglow & MCP Timeline (59:03) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! In today's episode we are joined by Kristin Smith to discuss her transition to the Solana Policy Institute, recent U.S. crypto policy shifts, and progress under the Genius Act. We also discuss the CLARITY Act, market structure reform, DeFi and developer protections, institutional adoption, and the importance of durable regulatory clarity. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Solana Policy Institute: https://x.com/SolanaInstitute Follow Kristin Smith: https://x.com/KristinSmith Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:01) Kristin Smith's Move to Solana (7:57) Crypto's Regulatory Turning Point (14:59) CLARITY Act & Market Structure (29:37) Protecting DeFi Developers (35:54) Institutional Access to Crypto (40:55) The Path to Lasting U.S. Crypto Clarity (50:49) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
An Epic E1000, N98FK, crashed near Steamboat Springs, Colorado during a night RNAV (GPS) approach. The lateral track was almost perfect, but the vertical profile was fatal: the airplane remained on an LNAV+V "advisory glide slope" and descended below the 9,100-foot MDA into terrain. Max explains what Garmin calls Advisory Vertical Guidance, why LNAV+V can look nearly identical to an LPV on the PFD, and why it does not provide obstacle protection below minimums. He shows the airplane crossed the FAF MABKY and stepdown fix WDCHK essentially on altitude—then continued descending instead of leveling at MDA. Max reviews the three requirements in 91.175(c) for descending below an MDA, explains why many autopilots will fly any coupled glidepath right through minimums unless you intervene, and decodes chart warnings like "Visual Segment – Obstacles" / "34:1 is not clear." He also shares his own simulator experience flying the RNAV (GPS) Z RWY 32 at KSBS and hitting the same mountain when the autopilot was coupled to the advisory glidepath. If you're getting value from this show, please support the show via PayPal, Venmo, Zelle or Patreon. Support the Show by buying a Lightspeed ANR Headsets Max has been using only Lightspeed headsets for nearly 25 years! I love their tradeup program that let's you trade in an older Lightspeed headset for a newer model. Start with one of the links below, and Lightspeed will pay a referral fee to support Aviation News Talk. Lightspeed Delta Zulu Headset $1299NEW – Lightspeed Zulu 4 Headset $1099 Lightspeed Zulu 3 Headset $949Lightspeed Sierra Headset $749 My Review on the Lightspeed Delta Zulu Send us your feedback or comments via email If you have a question you'd like answered on the show, let listeners hear you ask the question, by recording your listener question using your phone. Mentioned on the ShowBuy Max Trescott's G3000 Book Call 800-247-6553 Video of the Week: Free Index to the first 282 episodes of Aviation New Talk So You Want To Learn to Fly or Buy a Cirrus seminars Online Version of the Seminar Coming Soon – Register for Notification Check out our recommended ADS-B receivers, and order one for yourself. Yes, we'll make a couple of dollars if you do. Get the Free Aviation News Talk app for iOS or Android. Check out Max's Online Courses: G1000 VFR, G1000 IFR, and Flying WAAS & GPS Approaches. Find them all at: https://www.pilotlearning.com/ Social Media Like Aviation News Talk podcast on Facebook Follow Max on Instagram Follow Max on Twitter Listen to all Aviation News Talk podcasts on YouTube or YouTube Premium "Go Around" song used by permission of Ken Dravis; you can buy his music at kendravis.com If you purchase a product through a link on our site, we may receive compensation.
Mark Sheffield doesn't need much of an introduction—so we let the stories do the work. In Part 1 of this two-part GarageCast series, Mark shares how his path from the U.S. Army (and the First Gulf War in M1 Abrams tanks) shaped the mental toughness that later fueled his powersports career.He breaks down how becoming “the guy who can fix it” —including a Lightspeed server crash that made him the go-to problem-solver—opened doors, built influence, and helped him grow with the Woods family at Woods Fun Center. You'll also hear lessons on leadership, accountability, and why 20 Groups became his “paid MBA.”Part 2 drops next Tuesday.
Magnets have been replacing potentiometers in a variety of places for a while now, especially as Hall effect and TMR joysticks have started popping up in fancy game controllers. Now magnetic switches are becoming more common in mice and mechanical keyboards, and Will has spent some time with new products in both of those categories, so we figured it was a good time to lay out how these kinds of switches work, how resistant to wear and electrical "bouncing" they are, what the heck a transducer is, whether there's quantum mechanics involved or not, and what effect these new switches are going to have on the input devices of the future.Show notes for this episode: https://tinyurl.com/techpod-326-mag-switches Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod
Gm! In this episode we cover Solana's recent onchain performance, revenue trends, and upcoming network upgrades. We also discuss ecosystem token dispersion, client competition between Jito BAM and Harmonic, market structure challenges for perps, Prop AMM profitability metrics, and MetaDAO's shift toward uncapped ICO raises and permissionless scaling. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:13) Solana Metrics, Upgrades, and Ecosystem Shifts (27:33) Prop AMMs: Volume vs. Profitability (36:15) ICO Design & Launchpad Models (56:33) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. They break down Alphabet’s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to “own the transaction layer” online), but also debate the market’s unease as buybacks take a back seat to massive capex plans. They then unpack why S&P Global got punished despite only a slight miss, and discuss which parts of the business could be most exposed to AI-driven disruption (while also noting the durability of the ratings moat). Next, they touch on Allied Properties REIT after a brutal drop tied to equity issuance and weakening leasing trends. The episode wraps with Amazon’s strong AWS momentum and accelerating infrastructure buildout, a candid look at Lightspeed’s worrying sequential slowdown and its growing merchant cash-advance/lending exposure, and Spotify’s margin and free-cash-flow surge—plus the competitive threat from YouTube Premium as pricing converges. Tickers of Stocks Discussed: GOOG, AMZN, SPGI, AP-UN.TO, LSPD.TO, SPOT Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Gm! In today's episode we are joined by Tristan Frizza Co-Founder of Bullet to discuss his journey from Zeta Markets to founding Bullet, a next-gen Solana perps exchange. We also discuss Solana congestion challenges, network extensions, ZK rollup design, data availability via Celestia, proving with Succinct, launch plans, incentives, and token migration. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Bullet: https://x.com/bulletxyz Follow Tristan Frizza: https://x.com/Tristan0x Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:41) From Zeta to Bullet (11:44) Bullet's Design Overview (20:27) Celestia and ZK Proving Stack (27:46) Unlocking the Basis Trade (36:41) Bullet's Target Trading Audience (46:47) Mainnet Launch Strategy (50:48) Token Migration from Zeta to Bullet (52:33) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Max talks with Matt Bergwall, Executive Director of the Vision Jet Product Line at Cirrus, about the just-announced Cirrus Vision Jet G3 (SF50 G3)—and before that, he offers an unusually personal look at what the AOPA President's job actually requires. Max opens by explaining that he interviewed for the AOPA President role twice and uses that experience to outline what makes the position difficult and consequential. In his view, the job is not simply "being the public face of GA." It demands relentless travel to connect with members, lawmakers, regulators, and stakeholders—while still maintaining a strong day-to-day presence at headquarters to lead a sizable staff. He also emphasizes the fundraising reality: membership dues matter, but major donors increasingly drive what's possible, especially as traditional advertising revenue has eroded across media. Max argues that regardless of opinions about leadership changes, AOPA's advocacy work and member services—like the hotline—can be meaningful to pilots, and he encourages continued support for the organization. He also describes the way top roles like this are typically filled: boards often rely on executive search firms and closed candidate pipelines rather than a standard "job posting" process. Then the focus shifts to the Vision Jet. Matt explains the G3 changes through a pilot-centric lens: what's different in capability, how it affects workload, and what it feels like in real use. One headline upgrade is cabin practicality. Cirrus designed the G3 so six adults can fit comfortably, while still maintaining seven seat belts. That might sound like a simple seating tweak, but Matt describes it as a serious engineering effort that required deep iteration with mockups, real-world body sizes, and attention to the small geometry problems that make the third row either tolerable or miserable. The end goal was not only more capacity, but a better experience for passengers in the back—especially when the airplane is used as family transportation rather than a four-person luxury machine. On the performance side, Matt notes that Cirrus increased the airplane's MMO by 0.01 Mach, which equates to roughly 7 knots of additional true airspeed in certain cruise conditions and can also help during descents and arrivals. He frames the gain as less about bragging rights and more about flow: small speed margins can matter when mixing with faster traffic in busy terminal environments. He also explains the "why" behind the change: rather than a dramatic redesign, the team "sharpened their pencils," did additional flight testing, and validated that the aircraft had enough performance and safety margin to raise the limit. Max asks whether that might also yield a slight range improvement, and Matt says it can—though it's hard to quantify cleanly—while still being a meaningful, felt benefit on colder days when the throttle might otherwise need to pull back. A major avionics headline is CPDLC / ATC Datalink. Matt describes it as a system long familiar to airlines, increasingly available in U.S. centers and at many larger airports for text-based clearances. The practical advantage is removing the most error-prone part of IFR communication: copying down complex clearances and route changes while juggling frequency congestion. With datalink, pilots can receive clearances as text, review them at their own pace, and—in many cases—push the routing or frequency changes directly into the avionics instead of re-typing and re-verifying everything manually. In flight, the system can reduce "did ATC call me?" uncertainty: messages arrive with a clear alert and are hard to miss. Max and Matt also touch on D-ATIS and planning advantages, including how having information in text can reduce repeated listening and make it easier to configure the airplane early. They also cover a string of real operational refinements that make the G3 feel more modern day-to-day: improved taxi situational awareness features, taxiway routing guidance, and more capable visual-approach tools that help pilots set up patterns beyond the common "straight-in" workflow. Inside the cabin, Matt describes seat mechanism improvements that make entry and adjustment easier and more intuitive, plus passenger comfort refinements aimed at making the airplane more usable across a wider range of missions. The result is a G3 that's less about one giant breakthrough and more about a stack of changes that compound: a truer six-adult cabin, modest but useful speed flexibility, and datalink and avionics upgrades that reduce friction during the highest workload moments of an IFR trip. Max closes with the practical ownership layer—what this means for buyers thinking about price and programs—so listeners can translate "new features" into real-world value. If you're getting value from this show, please support the show via PayPal, Venmo, Zelle or Patreon. Support the Show by buying a Lightspeed ANR Headsets Max has been using only Lightspeed headsets for nearly 25 years! I love their tradeup program that let's you trade in an older Lightspeed headset for a newer model. Start with one of the links below, and Lightspeed will pay a referral fee to support Aviation News Talk. Lightspeed Delta Zulu Headset $1299NEW – Lightspeed Zulu 4 Headset $1099 Lightspeed Zulu 3 Headset $949Lightspeed Sierra Headset $749 My Review on the Lightspeed Delta Zulu Send us your feedback or comments via email If you have a question you'd like answered on the show, let listeners hear you ask the question, by recording your listener question using your phone. News Stories AOPA Seeks New President OIG To Audit Controller Training FAA Recommends More Spatial Disorientation Training For Pilots FAA Sets 25-hour Cockpit Voice Recorder Standard for New Aircraft Texas pilot sentenced for falsifying aircraft maintenance records Mentioned on the ShowBuy Max Trescott's G3000 Book Call 800-247-6553 Video of the Week: Free Index to the first 282 episodes of Aviation New Talk So You Want To Learn to Fly or Buy a Cirrus seminars Online Version of the Seminar Coming Soon – Register for Notification Check out our recommended ADS-B receivers, and order one for yourself. Yes, we'll make a couple of dollars if you do. Get the Free Aviation News Talk app for iOS or Android. Check out Max's Online Courses: G1000 VFR, G1000 IFR, and Flying WAAS & GPS Approaches. Find them all at: https://www.pilotlearning.com/ Social Media Like Aviation News Talk podcast on Facebook Follow Max on Instagram Follow Max on Twitter Listen to all Aviation News Talk podcasts on YouTube or YouTube Premium "Go Around" song used by permission of Ken Dravis; you can buy his music at kendravis.com If you purchase a product through a link on our site, we may receive compensation.
Max talks with Rob Mark about a classic "simple mistake with big consequences" scenario: a pilot who possibly raised the landing gear handle instead of selecting flaps up during the landing roll in a Cirrus Vision Jet. The event looks minor on the surface—no injuries and the airplane stayed on the runway—but it exposes a human-factors trap that can bite any retractable-gear pilot, especially when you're trying to be quick and efficient right after touchdown. The discussion centers on the NTSB's final report for a Cirrus SF50 Vision Jet that landed at Watsonville Municipal Airport (Watsonville, California) on August 9, 2024. The pilot reported a normal approach and landing. Before touchdown, he had the flaps set to 100% and saw three green landing gear indications. Touchdown itself was uneventful. But during the landing roll—right about when braking began—the nose landing gear collapsed. Max and Rob walk through what the data showed. On short final, the airplane was properly configured: flaps at 100% and the landing gear down and locked. During rollout, both weight-on-wheels switches were briefly "unloaded," and the landing gear handle was raised and then lowered. That sequence unlocked the nose gear and allowed it to collapse. The main gear also unlocked, but it re-locked before collapsing. The probable cause boiled down to an inadvertent control selection: the pilot likely moved the gear handle instead of selecting the flap switch to 0%. From there, they unpack why this kind of error is so believable. The flap selector switch sits below the landing gear handle, and many pilots develop a post-touchdown habit of "cleaning up" quickly. Some of that comes from short-field technique: retracting flaps can put more weight on the wheels, increase braking effectiveness, and reduce stopping distance. But the exact moment you're tempted to do it is also the moment you have the least spare attention. You're still fast, directional control still matters, braking is being modulated, and you're managing the transition from flight to rollout. Add fatigue, distraction, or a slightly different cockpit flow than usual, and a wrong-control grab becomes completely plausible. A big takeaway is that landing isn't over at touchdown. Many pilots subconsciously relax as soon as the mains touch, as if the hard part is done. In reality, the landing roll is when you still have a lot of kinetic energy and limited margin for distraction. Looking down, changing configuration, or reaching for cockpit controls before you're stabilized is how small errors turn into big repair bills. Max and Rob emphasize that "post-landing tasks" are optional until the airplane is clearly under control and slowing. So what should pilots do differently? Their answer is intentionally boring: slow the flow down. On most runways there is no operational need to rush flap retraction during rollout. Keep your eyes outside, keep the airplane tracking straight, and let speed decay. If you choose to retract flaps on rollout, treat it like a checklist item, not a reflex. Touch the correct control deliberately, verify what you're touching, and use a short verbal callout ("flaps zero") before you move it. Better yet, tie configuration changes to safer triggers—below taxi speed, after exiting the runway, or after stopping and running the after-landing checklist—so you're not doing "extra tasks" while still managing high speed and directional control. They also discuss building habits that are resistant to error. If your technique is "as soon as I touch down, I do X," you're training your hands to move before your brain has finished verifying the right target. Replace that with a pause that forces confirmation, or a flow that keeps critical controls physically and mentally separated in time. The goal isn't to be fast; it's to be consistent and correct. If you're getting value from this show, please support the show via PayPal, Venmo, Zelle or Patreon. Support the Show by buying a Lightspeed ANR Headsets Max has been using only Lightspeed headsets for nearly 25 years! I love their tradeup program that let's you trade in an older Lightspeed headset for a newer model. Start with one of the links below, and Lightspeed will pay a referral fee to support Aviation News Talk. Lightspeed Delta Zulu Headset $1299NEW – Lightspeed Zulu 4 Headset $1099 Lightspeed Zulu 3 Headset $949Lightspeed Sierra Headset $749 My Review on the Lightspeed Delta Zulu Send us your feedback or comments via email If you have a question you'd like answered on the show, let listeners hear you ask the question, by recording your listener question using your phone. News Stories NTSB: Greg Biffle Crash Followed Instrument Failure Reagan National Midair Collision Probable Cause AOPA Air Safety Institute suggests icing as factor in Challenger crash Burbank Airport at risk of a midair collision, according to NTSB Pomona Man Arrested in Connection with Aircraft Thefts Mentioned on the ShowBuy Max Trescott's G3000 Book Call 800-247-6553 Video of the Week: Max's FLYING Magazine article: Pattern Problems Free Index to the first 282 episodes of Aviation New Talk So You Want To Learn to Fly or Buy a Cirrus seminars Online Version of the Seminar Coming Soon – Register for Notification Check out our recommended ADS-B receivers, and order one for yourself. Yes, we'll make a couple of dollars if you do. Get the Free Aviation News Talk app for iOS or Android. Check out Max's Online Courses: G1000 VFR, G1000 IFR, and Flying WAAS & GPS Approaches. Find them all at: https://www.pilotlearning.com/ Social Media Like Aviation News Talk podcast on Facebook Follow Max on Instagram Follow Max on Twitter Listen to all Aviation News Talk podcasts on YouTube or YouTube Premium "Go Around" song used by permission of Ken Dravis; you can buy his music at kendravis.com If you purchase a product through a link on our site, we may receive compensation.
"I really think it's the story is about the heroes, the conservation heroes. It's each one of their stories and then it's about my personal growth story of being absolutely useless in the jungle and how I got decent by the end of it." – Dax Dasilva There are moments when you look at the world — at forests collapsing, oceans warming, species disappearing — and you feel a kind of disbelief that we've allowed this to become normal. Because what's happening to the living world isn't abstract. It's ancient ecosystems being stripped bare. It's entire islands scarred by erosion. It's extinction unfolding in real time — while most of us go about our lives as if the natural world will somehow survive without us changing anything. This conversation not about doom. It's about what happens when someone decides: Not on my watch. It's with Dax Dasilva — founder of Lightspeed — who, after seventeen years as CEO, stepped back… and poured $40 million into frontline conservation projects around the world. He went where most people will never go — deep into the Amazon, into Haiti and Madagascar where deforestation has pushed ecosystems to the brink… onto beaches where leatherback turtles, older than the dinosaurs, are still fighting to survive. His new book is called Echoes of Eden, a tribute to the people doing everything they can to save the planet - the local conservation heroes quietly holding the line for all of us.
Episode 765: It's a NYC snow day! Neal and Toby recap the Winter storm that has swept across the majority of the US, causing a mass cancellation of travel plans for airlines. Then, vibe-coding is starting to pick up steam as amateur user-made apps spike up in app stores. Plus, a deal to spin off TikTok from its Chinese parent is finalized, bringing the popular social app closer to home. Meanwhile, free-soloist Alex Honnold pulls off the tallest urban ascent of Taipei 101 with no ropes or protection. Finally, a preview of the week ahead! Get your tickets for the Morning Brew Variety Show! https://tinyurl.com/MBvariety Explore Indeed's full findings at https://www.indeed.com/2026hiringtrends Learn more about Lightspeed at https://www.lsvp.com Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
Max talks with Rob Mark about a classic "simple mistake with big consequences" scenario: a pilot who possibly raised the landing gear handle instead of selecting flaps up during the landing roll in a Cirrus Vision Jet. The event looks minor on the surface—no injuries and the airplane stayed on the runway—but it exposes a human-factors trap that can bite any retractable-gear pilot, especially when you're trying to be quick and efficient right after touchdown. The discussion centers on the NTSB's final report for a Cirrus SF50 Vision Jet that landed at Watsonville Municipal Airport (Watsonville, California) on August 9, 2024. The pilot reported a normal approach and landing. Before touchdown, he had the flaps set to 100% and saw three green landing gear indications. Touchdown itself was uneventful. But during the landing roll—right about when braking began—the nose landing gear collapsed. Max and Rob walk through what the data showed. On short final, the airplane was properly configured: flaps at 100% and the landing gear down and locked. During rollout, both weight-on-wheels switches were briefly "unloaded," and the landing gear handle was raised and then lowered. That sequence unlocked the nose gear and allowed it to collapse. The main gear also unlocked, but it re-locked before collapsing. The probable cause boiled down to an inadvertent control selection: the pilot likely moved the gear handle instead of selecting the flap switch to 0%. From there, they unpack why this kind of error is so believable. The flap selector switch sits below the landing gear handle, and many pilots develop a post-touchdown habit of "cleaning up" quickly. Some of that comes from short-field technique: retracting flaps can put more weight on the wheels, increase braking effectiveness, and reduce stopping distance. But the exact moment you're tempted to do it is also the moment you have the least spare attention. You're still fast, directional control still matters, braking is being modulated, and you're managing the transition from flight to rollout. Add fatigue, distraction, or a slightly different cockpit flow than usual, and a wrong-control grab becomes completely plausible. A big takeaway is that landing isn't over at touchdown. Many pilots subconsciously relax as soon as the mains touch, as if the hard part is done. In reality, the landing roll is when you still have a lot of kinetic energy and limited margin for distraction. Looking down, changing configuration, or reaching for cockpit controls before you're stabilized is how small errors turn into big repair bills. Max and Rob emphasize that "post-landing tasks" are optional until the airplane is clearly under control and slowing. So what should pilots do differently? Their answer is intentionally boring: slow the flow down. On most runways there is no operational need to rush flap retraction during rollout. Keep your eyes outside, keep the airplane tracking straight, and let speed decay. If you choose to retract flaps on rollout, treat it like a checklist item, not a reflex. Touch the correct control deliberately, verify what you're touching, and use a short verbal callout ("flaps zero") before you move it. Better yet, tie configuration changes to safer triggers—below taxi speed, after exiting the runway, or after stopping and running the after-landing checklist—so you're not doing "extra tasks" while still managing high speed and directional control. They also discuss building habits that are resistant to error. If your technique is "as soon as I touch down, I do X," you're training your hands to move before your brain has finished verifying the right target. Replace that with a pause that forces confirmation, or a flow that keeps critical controls physically and mentally separated in time. The goal isn't to be fast; it's to be consistent and correct. If you're getting value from this show, please support the show via PayPal, Venmo, Zelle or Patreon. Support the Show by buying a Lightspeed ANR Headsets Max has been using only Lightspeed headsets for nearly 25 years! I love their tradeup program that let's you trade in an older Lightspeed headset for a newer model. Start with one of the links below, and Lightspeed will pay a referral fee to support Aviation News Talk. Lightspeed Delta Zulu Headset $1299NEW – Lightspeed Zulu 4 Headset $1099 Lightspeed Zulu 3 Headset $949Lightspeed Sierra Headset $749 My Review on the Lightspeed Delta Zulu Send us your feedback or comments via email If you have a question you'd like answered on the show, let listeners hear you ask the question, by recording your listener question using your phone. News Stories ForeFlight and Jeppesen announce Layoffs AOPA asks pilots to contact Congress to Support PAPA FAA makes permanent restrictions for helicopters near DCA House passes bill that would block ATC privatization Report Shows Rise in DPE Supply Super Bowl LX: What General Aviation Pilots Need to Know New glider distance record - Instagram video Stolen Plane Crashes Into Hangar FBI investigates stolen planes, one found at Auburn airport Authorities looking for couple in connection with thefts Pilot in crash near Boise charged with operating under the influence Mentioned on the ShowBuy Max Trescott's G3000 Book Call 800-247-6553 Video of the Week: Max's video showing ADS-B data for NASCAR driver crash Free Index to the first 282 episodes of Aviation New Talk So You Want To Learn to Fly or Buy a Cirrus seminars Online Version of the Seminar Coming Soon – Register for Notification Check out our recommended ADS-B receivers, and order one for yourself. Yes, we'll make a couple of dollars if you do. Get the Free Aviation News Talk app for iOS or Android. Check out Max's Online Courses: G1000 VFR, G1000 IFR, and Flying WAAS & GPS Approaches. Find them all at: https://www.pilotlearning.com/ Social Media Like Aviation News Talk podcast on Facebook Follow Max on Instagram Follow Max on Twitter Listen to all Aviation News Talk podcasts on YouTube or YouTube Premium "Go Around" song used by permission of Ken Dravis; you can buy his music at kendravis.com If you purchase a product through a link on our site, we may receive compensation.
Episode 764: Neal and Toby recap the latest from the World Economic Forum as it heads into its last day, ending with Elon Musk making his debut after publicly criticizing the conference. Then, ‘Sinners' shatters the record for most Oscar nominations. Plus, the hit show ‘Heated Rivalry' has jolted interest from newcomers into hockey. Meanwhile, Japanese toilet maker Toto has its best performance thanks to an AI upgrade. Finally, a roundup of the biggest headlines from the day. Get your tickets for the Morning Brew Variety Show! https://tinyurl.com/MBvariety Explore Indeed's full findings at https://www.indeed.com/2026hiringtrends Learn more about Lightspeed at https://www.lsvp.com Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow This special episode is produced in partnership with Lightspeed Venture Partners. Lightspeed holds the largest early-stage AI portfolio in the world both number of companies and capital deployed, investing in 165 AI companies and deploying over $5.5 billion in AI investments. Lightspeed's invested in some of the most valuable AI companies globally, including Anthropic, Mistral AI, Glean, Reflection AI and more. Learn more about Lightspeed's recent investments in Skild AI here, and stay tuned for more exciting AI coverage on the show this week: https://www.skild.ai/blogs/series-c Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 763: Neal and Toby dive into the markets' reaction to Trump walking back his threats of European tariffs over Greenland during his address at the World Economic Forum in Davos. Then, Ryanair's spat with Elon Musk over Starlink has actually been good for Ryanair. Also, Amazon is building its largest physical retail store as it flirts with the big box. Meanwhile, Neal shares his favorite numbers (from Davos) on chimney sweeping, the Golden Gate bridge, and how to market time. Grab your desktop calendar with games now! https://shop.morningbrew.com/products/2026-daily-games-desk-calendar Explore Indeed's full findings at https://www.indeed.com/2026hiringtrends Learn more about Lightspeed at https://www.lsvp.com Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow This special episode is produced in partnership with Lightspeed Venture Partners. Lightspeed holds the largest early-stage AI portfolio in the world both number of companies and capital deployed, investing in 165 AI companies and deploying over $5.5 billion in AI investments. Lightspeed's invested in some of the most valuable AI companies globally, including Anthropic, Mistral AI, Glean, Reflection AI and more. Learn more about Lightspeed's recent investments in Skild AI here, and stay tuned for more exciting AI coverage on the show this week: https://www.skild.ai/blogs/series-c Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 762: Neal and Toby chat about the revived sentiments of “sell America” amid Trump's beef with European countries, threatening tariffs over his pursuit for Greenland. Then, the biggest names in business are in Davos and are already making headliner statements. Also, Netflix reported earnings that just squeaked by expectations, citing the toughest competition for viewers in recent years. Meanwhile, liquor sales are waning and some major alcohol companies are sitting with a glut of spirits. Finally, a wrap up of the biggest headlines from the day. Grab your desktop calendar with games now! https://shop.morningbrew.com/products/2026-daily-games-desk-calendar Explore Indeed's full findings at https://www.indeed.com/2026hiringtrends Learn more about Lightspeed at https://www.lsvp.com Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow This special episode is produced in partnership with Lightspeed Venture Partners. Lightspeed holds the largest early-stage AI portfolio in the world both number of companies and capital deployed, investing in 165 AI companies and deploying over $5.5 billion in AI investments. Lightspeed's invested in some of the most valuable AI companies globally, including Anthropic, Mistral AI, Glean, Reflection AI and more. Learn more about Lightspeed's recent investments in Skild AI here, and stay tuned for more exciting AI coverage on the show this week: https://www.skild.ai/blogs/series-c Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 761: Neal and Toby discuss the trade war brewing over in Europe as Trump indicates he wants Greenland because he was snubbed for the Nobel Peace Prize. Then, OpenAI thinks it can revolutionize the advertising space by playing ads within ChatGPT. Also, a new ‘mini-sphere' is landing in DC. Meanwhile, Toby dives into the trend of over-stated plots in Netflix content because they're thinking everyone is watching while on their phones. They're…not wrong? Finally, a wrap of headlines as we're recording from Davos! Explore Indeed's full findings at https://www.indeed.com/2026hiringtrends Learn more about Lightspeed at https://www.lsvp.com Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow This special episode is produced in partnership with Lightspeed Venture Partners. Lightspeed holds the largest early-stage AI portfolio in the world both number of companies and capital deployed, investing in 165 AI companies and deploying over $5.5 billion in AI investments. Lightspeed's invested in some of the most valuable AI companies globally, including Anthropic, Mistral AI, Glean, Reflection AI and more. Learn more about Lightspeed's recent investments in Skild AI here, and stay tuned for more exciting AI coverage on the show this week: https://www.skild.ai/blogs/series-c Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 760: Neal and Toby give you the Davos 101 at this year's World Economic Forum, the conference where leaders across worlds of business, politics, and academia come together to talk about global current issues. Who will be there? What topics are trending? And how expensive is the food there? It's a quick preview of what to expect and what we're looking for during the week. Let's ride…to Switzerland! Explore Indeed's full findings at https://www.indeed.com/2026hiringtrends Learn more about Lightspeed at https://www.lsvp.com Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices