Podcasts about Marble

Kristin Thomas is the Founder of Marble Collective, an AI-powered platform transforming how women's leadership is preserved, amplified, and discovered to make remarkable women easier to find, follow, and book, ensuring their legacies endure. Backed by 300+ women leaders, including more than 70 founding investors, Marble centralizes each leader's media, milestones, and body of work into a living digital portfolio, redefining visibility and legacy for women everywhere. Kristin's two-decade career in real estate and her board roles at Cold Spring Harbor Laboratory and YFCA shape her mission to elevate women's impact at scale.

Fluent Fiction - Hindi: Love, Marble, and a Lesson at the Taj Mahal Find the full episode transcript, vocabulary words, and more:fluentfiction.com/hi/episode/2026-02-22-08-38-19-hi Story Transcript:Hi: ताज महल का सियाहाना कोई साधारण अनुभव नहीं होता।En: Visiting the Taj Mahal is not an ordinary experience.Hi: यह बस एक सुंदर संगमरमर की इमारत नहीं है, बल्कि यह प्रेम और शिल्पकला का अद्वितीय उदाहरण है जो सदियों से लोगों को आकर्षित कर रहा है।En: It is not just a beautiful marble building, but an extraordinary example of love and craftsmanship that has been attracting people for centuries.Hi: एक साफ-सुथरी सर्दी की सुबह थी।En: It was a clear and crisp winter morning.Hi: ताज महल की सफेद चमचमाती दीवारें धूप में झिलमिला रही थीं।En: The white, shimmering walls of the Taj Mahal were glistening in the sunlight.Hi: यमुना नदी के शांत पानी के करीब आगरा का मौसम शांत और सुखद था।En: The weather in Agra was calm and pleasant, near the tranquil waters of the Yamuna River.Hi: आज का दिन खास था, क्योंकि पहली बार इतिहास के दीवाने आरव इस अद्भुत जगह के दर्शन करने पहुँचे थे।En: Today was a special day because, for the first time, history enthusiast Arav had come to see this amazing place.Hi: आरव एक हंसमुख और जिज्ञासु व्यक्ति था।En: Arav was a cheerful and curious person.Hi: उसके चेहरे पर ताज महल को देखने का उत्साह साफ झलक रहा था।En: The excitement of seeing the Taj Mahal was clearly reflected on his face.Hi: साथ में थी मीरा, एक अनुभवी स्थानीय गाइड।En: Accompanying him was Mira, an experienced local guide.Hi: मीरा के पास ताज महल की हर छोटी-बड़ी जानकारी थी।En: Mira had detailed knowledge of every little detail about the Taj Mahal.Hi: वे ताज महल की खूबसूरती देख रहे थे।En: They were admiring the beauty of the Taj Mahal.Hi: आरव ने एक-एक कहानी सुनी, जो मीरा ने उसे बताई।En: Arav listened to each story that Mira told him.Hi: "यहां शाहजहाँ और मुमताज की प्रेम कहानी सदियों से जीवित है," मीरा ने मुस्कुराते हुए कहा।En: "Here, the love story of Shah Jahan and Mumtaz has lived on for centuries," Mira said with a smile.Hi: लेकिन, कुछ देर घूमने के बाद आरव के चेहरे पर झंझलाहट दिखने लगी।En: But after a while of roaming around, a frown appeared on Arav's face.Hi: उसकी चाल धीमी हो गई, और उसके चेहरे का रंग उड़ गया।En: His pace slowed down, and his complexion became pale.Hi: उसे चक्कर आने लगे।En: He started feeling dizzy.Hi: उसने पहले इसे नजरअंदाज किया, सोचते हुए कि यह जल्द ही ठीक हो जाएगा।En: He ignored it at first, thinking it would get better soon.Hi: पर जैसे ही वे मुख्य द्वार के पास पहुँचे, आरव अधिक अस्वस्थ महसूस करने लगा।En: However, as they reached near the main gate, Arav started feeling more unwell.Hi: मीरा ने उसकी हालत देखी और तुरंत पूछा, "आपको ठीक लग रहा है?En: Seeing his condition, Mira quickly asked, "Are you feeling okay?"Hi: " आरव ने पहले हिचकिचाते हुए कहा, "मैं ठीक हूँ," लेकिन हवा में हाथ मारते ही उसकी नजर धुंधली हो गई।En: Arav initially hesitated and said, "I'm fine," but as he waved his hand in the air, his vision became blurry.Hi: कुछ क्षणों में, आरव नीचे गिरने ही वाला था कि मीरा ने उसे तेजी से पकड़ लिया।En: In moments, Arav was about to fall when Mira quickly caught him.Hi: "बैठिए, आरव जी!En: "Sit down, Arav ji!"Hi: " मीरा ने सावधानी से उसे पास की बेंच पर बिठा दिया।En: Mira carefully seated him on a nearby bench.Hi: उसकी आँखों में चिंता थी, पर आवाज में सूझबूझ।En: There was concern in her eyes, but her voice was composed.Hi: "पानी पीजिए," मीरा ने उसे पानी की बोतल दी और धीरे-धीरे उसके माथे पर पानी के छींटे मारे।En: "Drink some water," Mira offered him a bottle of water and gently sprinkled water on his forehead.Hi: आरव ने कुछ मिनटों में संजीदा होकर सिर हिलाया।En: In a few minutes, Arav nodded thoughtfully.Hi: "मुझे समझ में नहीं आ रहा कि अचानक ऐसा क्यों हुआ," उसने कमजोरी भरी आवाज में कहा।En: "I don't understand why this happened suddenly," he said in a weak voice.Hi: मीरा ने उसे एक स्थानीय क्लिनिक ले जाने का सुझाव दिया।En: Mira suggested taking him to a local clinic.Hi: "आपको जल्दी प्रतिक्रिया देखनी चाहिए।En: "You should see a quick response."Hi: "क्लिनिक में, डॉक्टर ने उसे आराम करने की सलाह दी और कुछ दवाइयाँ दी।En: At the clinic, the doctor advised him to rest and provided some medication.Hi: थोड़ी देर बाद, आरव पहले से बेहतर महसूस करने लगा।En: After a while, Arav started feeling better.Hi: जब वे ताज महल लौटे, आरव के दिल में फिर से ऊर्जा थी।En: When they returned to the Taj Mahal, Arav felt energized again.Hi: उसने मीरा को धन्यवाद दिया, "आपकी मदद के बिना, मेरा यहां का अनुभव अधूरा रह जाता।En: He thanked Mira, "Without your help, my experience here would have remained incomplete."Hi: "मीरा ने मुस्कराते हुए कहा, "कभी-कभी, किसी जगह को पूरा अनुभव देने के लिए आपसी सहारा भी जरूरी होता है।En: Mira smiled and said, "Sometimes, mutual support is necessary to fully experience a place."Hi: "अब, आरव ने न केवल ताज महल की भव्यता देखी थी, बल्कि उस प्यारे अनुभव का अर्थ भी समझा।En: Now, Arav had not only witnessed the grandeur of the Taj Mahal, but he also understood the meaning of that lovely experience.Hi: उसने समझा कि कभी-कभी मदद लेना भी हमारी यात्रा का हिस्सा होता है।En: He realized that sometimes accepting help is also a part of our journey.Hi: इस तरह, आरव ने न केवल एक ऐतिहासिक संरचना को देखा, बल्कि उस दिन जीवन के एक महत्वपूर्ण सबक का भी अनुभव किया।En: In this way, Arav not only saw a historical structure, but he also experienced an important life lesson that day. Vocabulary Words:ordinary: साधारणextraordinary: अद्वितीयcraftsmanship: शिल्पकलाshimmering: चमचमातीglistening: झिलमिलाtranquil: शांतenthusiast: दीवानेcurious: जिज्ञासुaccompanying: साथ मेंexperienced: अनुभवीadmiring: देख रहे थेfrown: झंझलाहटcomplexion: चेहरे का रंगdizzy: चक्करhesitated: हिचकिचातेblurry: धुंधलीcomposed: सुझबूझsprinkled: छींटे मारेthoughtfully: संजीदाsuggested: सुझाव दियाresponse: प्रतिक्रियाclinic: क्लिनिकmedication: दवाइयाँenergized: ऊर्जाmutual: आपसीsupport: सहाराgrandeur: भव्यताwitnessed: देखीhistorical: ऐतिहासिकjourney: यात्रा

In this episode, Cherise is joined by Gianpiero Pugliese, Founding Principal at Audax with offices in Toronto, Ontario, and Palm Beach, Florida. They discuss St. Catherine's Chapel in Florence, Italy.You can see the project here as you listen along.Saint Catherine's Chapel is conceived as an architectural excavation rather than an object placed in the landscape. Embedded entirely beneath an artificial hill in Viola Park, the chapel asserts its presence through spatial sequence and light rather than mass or monumentality. Carrara marble is employed for liturgical furnishings, anchoring the space in both regional material tradition and architectural longevity.If you enjoy this episode, visit arcat.com/podcast for more.If you're a frequent listener of Detailed, you might enjoy similar content at Gābl Media.Mentioned in this episode:Social Channel Pre-rollPromotes the YouTube channel, ARACTemy, and social handle.

Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sarah Wang sit at the center of the capital, compute, and talent arms race reshaping the tech industry. As partners at a16z investing across infrastructure and growth, they've watched venture and growth blur, model labs turn dollars into capability at unprecedented speed, and startups raise nine-figure rounds before monetization.Martin and Sarah join us to unpack the new financing playbook for AI: why today's rounds are really compute contracts in disguise, how the “raise → train → ship → raise bigger” flywheel works, and whether foundation model companies can outspend the entire app ecosystem built on top of them. They also share what's underhyped (boring enterprise software), what's overheated (talent wars and compensation spirals), and the two radically different futures they see for AI's market structure.We discuss:* Martin's “two futures” fork: infinite fragmentation and new software categories vs. a small oligopoly of general models that consume everything above them* The capital flywheel: how model labs translate funding directly into capability gains, then into revenue growth measured in weeks, not years* Why venture and growth have merged: $100M–$1B hybrid rounds, strategic investors, compute negotiations, and complex deal structures* The AGI vs. product tension: allocating scarce GPUs between long-term research and near-term revenue flywheels* Whether frontier labs can out-raise and outspend the entire app ecosystem built on top of their APIs* Why today's talent wars ($10M+ comp packages, $B acqui-hires) are breaking early-stage founder math* Cursor as a case study: building up from the app layer while training down into your own models* Why “boring” enterprise software may be the most underinvested opportunity in the AI mania* Hardware and robotics: why the ChatGPT moment hasn't yet arrived for robots and what would need to change* World Labs and generative 3D: bringing the marginal cost of 3D scene creation down by orders of magnitude* Why public AI discourse is often wildly disconnected from boardroom reality and how founders should navigate the noiseShow Notes:* “Where Value Will Accrue in AI: Martin Casado & Sarah Wang” - a16z show* “Jack Altman & Martin Casado on the Future of Venture Capital”* World Labs—Martin Casado• LinkedIn: https://www.linkedin.com/in/martincasado/• X: https://x.com/martin_casadoSarah Wang• LinkedIn: https://www.linkedin.com/in/sarah-wang-59b96a7• X: https://x.com/sarahdingwanga16z• https://a16z.com/Timestamps00:00:00 – Intro: Live from a16z00:01:20 – The New AI Funding Model: Venture + Growth Collide00:03:19 – Circular Funding, Demand & “No Dark GPUs”00:05:24 – Infrastructure vs Apps: The Lines Blur00:06:24 – The Capital Flywheel: Raise → Train → Ship → Raise Bigger00:09:39 – Can Frontier Labs Outspend the Entire App Ecosystem?00:11:24 – Character AI & The AGI vs Product Dilemma00:14:39 – Talent Wars, $10M Engineers & Founder Anxiety00:17:33 – What's Underinvested? The Case for “Boring” Software00:19:29 – Robotics, Hardware & Why It's Hard to Win00:22:42 – Custom ASICs & The $1B Training Run Economics00:24:23 – American Dynamism, Geography & AI Power Centers00:26:48 – How AI Is Changing the Investor Workflow (Claude Cowork)00:29:12 – Two Futures of AI: Infinite Expansion or Oligopoly?00:32:48 – If You Can Raise More Than Your Ecosystem, You Win00:34:27 – Are All Tasks AGI-Complete? Coding as the Test Case00:38:55 – Cursor & The Power of the App Layer00:44:05 – World Labs, Spatial Intelligence & 3D Foundation Models00:47:20 – Thinking Machines, Founder Drama & Media Narratives00:52:30 – Where Long-Term Power Accrues in the AI StackTranscriptLatent.Space - Inside AI's $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z[00:00:00] Welcome to Latent Space (Live from a16z) + Meet the Guests[00:00:00] Alessio: Hey everyone. Welcome to the Latent Space podcast, live from a 16 z. Uh, this is Alessio founder Kernel Lance, and I'm joined by Twix, editor of Latent Space.[00:00:08] swyx: Hey, hey, hey. Uh, and we're so glad to be on with you guys. Also a top AI podcast, uh, Martin Cado and Sarah Wang. Welcome, very[00:00:16] Martin Casado: happy to be here and welcome.[00:00:17] swyx: Yes, uh, we love this office. We love what you've done with the place. Uh, the new logo is everywhere now. It's, it's still getting, takes a while to get used to, but it reminds me of like sort of a callback to a more ambitious age, which I think is kind of[00:00:31] Martin Casado: definitely makes a statement.[00:00:33] swyx: Yeah.[00:00:34] Martin Casado: Not quite sure what that statement is, but it makes a statement.[00:00:37] swyx: Uh, Martin, I go back with you to Netlify.[00:00:40] Martin Casado: Yep.[00:00:40] swyx: Uh, and, uh, you know, you create a software defined networking and all, all that stuff people can read up on your background. Yep. Sarah, I'm newer to you. Uh, you, you sort of started working together on AI infrastructure stuff.[00:00:51] Sarah Wang: That's right. Yeah. Seven, seven years ago now.[00:00:53] Martin Casado: Best growth investor in the entire industry.[00:00:55] swyx: Oh, say[00:00:56] Martin Casado: more hands down there is, there is. [00:01:00] I mean, when it comes to AI companies, Sarah, I think has done the most kind of aggressive, um, investment thesis around AI models, right? So, worked for Nom Ja, Mira Ia, FEI Fey, and so just these frontier, kind of like large AI models.[00:01:15] I think, you know, Sarah's been the, the broadest investor. Is that fair?[00:01:20] Venture vs. Growth in the Frontier Model Era[00:01:20] Sarah Wang: No, I, well, I was gonna say, I think it's been a really interesting tag, tag team actually just ‘cause the, a lot of these big C deals, not only are they raising a lot of money, um, it's still a tech founder bet, which obviously is inherently early stage.[00:01:33] But the resources,[00:01:36] Martin Casado: so many, I[00:01:36] Sarah Wang: was gonna say the resources one, they just grow really quickly. But then two, the resources that they need day one are kind of growth scale. So I, the hybrid tag team that we have is. Quite effective, I think,[00:01:46] Martin Casado: what is growth these days? You know, you don't wake up if it's less than a billion or like, it's, it's actually, it's actually very like, like no, it's a very interesting time in investing because like, you know, take like the character around, right?[00:01:59] These tend to [00:02:00] be like pre monetization, but the dollars are large enough that you need to have a larger fund and the analysis. You know, because you've got lots of users. ‘cause this stuff has such high demand requires, you know, more of a number sophistication. And so most of these deals, whether it's US or other firms on these large model companies, are like this hybrid between venture growth.[00:02:18] Sarah Wang: Yeah. Total. And I think, you know, stuff like BD for example, you wouldn't usually need BD when you were seed stage trying to get market biz Devrel. Biz Devrel, exactly. Okay. But like now, sorry, I'm,[00:02:27] swyx: I'm not familiar. What, what, what does biz Devrel mean for a venture fund? Because I know what biz Devrel means for a company.[00:02:31] Sarah Wang: Yeah.[00:02:32] Compute Deals, Strategics, and the ‘Circular Funding' Question[00:02:32] Sarah Wang: You know, so a, a good example is, I mean, we talk about buying compute, but there's a huge negotiation involved there in terms of, okay, do you get equity for the compute? What, what sort of partner are you looking at? Is there a go-to market arm to that? Um, and these are just things on this scale, hundreds of millions, you know, maybe.[00:02:50] Six months into the inception of a company, you just wouldn't have to negotiate these deals before.[00:02:54] Martin Casado: Yeah. These large rounds are very complex now. Like in the past, if you did a series A [00:03:00] or a series B, like whatever, you're writing a 20 to a $60 million check and you call it a day. Now you normally have financial investors and strategic investors, and then the strategic portion always still goes with like these kind of large compute contracts, which can take months to do.[00:03:13] And so it's, it's very different ties. I've been doing this for 10 years. It's the, I've never seen anything like this.[00:03:19] swyx: Yeah. Do you have worries about the circular funding from so disease strategics?[00:03:24] Martin Casado: I mean, listen, as long as the demand is there, like the demand is there. Like the problem with the internet is the demand wasn't there.[00:03:29] swyx: Exactly. All right. This, this is like the, the whole pyramid scheme bubble thing, where like, as long as you mark to market on like the notional value of like, these deals, fine, but like once it starts to chip away, it really Well[00:03:41] Martin Casado: no, like as, as, as, as long as there's demand. I mean, you know, this, this is like a lot of these sound bites have already become kind of cliches, but they're worth saying it.[00:03:47] Right? Like during the internet days, like we were. Um, raising money to put fiber in the ground that wasn't used. And that's a problem, right? Because now you actually have a supply overhang.[00:03:58] swyx: Mm-hmm.[00:03:59] Martin Casado: And even in the, [00:04:00] the time of the, the internet, like the supply and, and bandwidth overhang, even as massive as it was in, as massive as the crash was only lasted about four years.[00:04:09] But we don't have a supply overhang. Like there's no dark GPUs, right? I mean, and so, you know, circular or not, I mean, you know, if, if someone invests in a company that, um. You know, they'll actually use the GPUs. And on the other side of it is the, is the ask for customer. So I I, I think it's a different time.[00:04:25] Sarah Wang: I think the other piece, maybe just to add onto this, and I'm gonna quote Martine in front of him, but this is probably also a unique time in that. For the first time, you can actually trace dollars to outcomes. Yeah, right. Provided that scaling laws are, are holding, um, and capabilities are actually moving forward.[00:04:40] Because if you can put translate dollars into capabilities, uh, a capability improvement, there's demand there to martine's point. But if that somehow breaks, you know, obviously that's an important assumption in this whole thing to make it work. But you know, instead of investing dollars into sales and marketing, you're, you're investing into r and d to get to the capability, um, you know, increase.[00:04:59] And [00:05:00] that's sort of been the demand driver because. Once there's an unlock there, people are willing to pay for it.[00:05:05] Alessio: Yeah.[00:05:06] Blurring Lines: Models as Infra + Apps, and the New Fundraising Flywheel[00:05:06] Alessio: Is there any difference in how you built the portfolio now that some of your growth companies are, like the infrastructure of the early stage companies, like, you know, OpenAI is now the same size as some of the cloud providers were early on.[00:05:16] Like what does that look like? Like how much information can you feed off each other between the, the two?[00:05:24] Martin Casado: There's so many lines that are being crossed right now, or blurred. Right. So we already talked about venture and growth. Another one that's being blurred is between infrastructure and apps, right? So like what is a model company?[00:05:35] Mm-hmm. Like, it's clearly infrastructure, right? Because it's like, you know, it's doing kind of core r and d. It's a horizontal platform, but it's also an app because it's um, uh, touches the users directly. And then of course. You know, the, the, the growth of these is just so high. And so I actually think you're just starting to see a, a, a new financing strategy emerge and, you know, we've had to adapt as a result of that.[00:05:59] And [00:06:00] so there's been a lot of changes. Um, you're right that these companies become platform companies very quickly. You've got ecosystem build out. So none of this is necessarily new, but the timescales of which it's happened is pretty phenomenal. And the way we'd normally cut lines before is blurred a little bit, but.[00:06:16] But that, that, that said, I mean, a lot of it also just does feel like things that we've seen in the past, like cloud build out the internet build out as well.[00:06:24] Sarah Wang: Yeah. Um, yeah, I think it's interesting, uh, I don't know if you guys would agree with this, but it feels like the emerging strategy is, and this builds off of your other question, um.[00:06:33] You raise money for compute, you pour that or you, you pour the money into compute, you get some sort of breakthrough. You funnel the breakthrough into your vertically integrated application. That could be chat GBT, that could be cloud code, you know, whatever it is. You massively gain share and get users.[00:06:49] Maybe you're even subsidizing at that point. Um, depending on your strategy. You raise money at the peak momentum and then you repeat, rinse and repeat. Um, and so. And that wasn't [00:07:00] true even two years ago, I think. Mm-hmm. And so it's sort of to your, just tying it to fundraising strategy, right? There's a, and hiring strategy.[00:07:07] All of these are tied, I think the lines are blurring even more today where everyone is, and they, but of course these companies all have API businesses and so they're these, these frenemy lines that are getting blurred in that a lot of, I mean, they have billions of dollars of API revenue, right? And so there are customers there.[00:07:23] But they're competing on the app layer.[00:07:24] Martin Casado: Yeah. So this is a really, really important point. So I, I would say for sure, venture and growth, that line is blurry app and infrastructure. That line is blurry. Um, but I don't think that that changes our practice so much. But like where the very open questions are like, does this layer in the same way.[00:07:43] Compute traditionally has like during the cloud is like, you know, like whatever, somebody wins one layer, but then another whole set of companies wins another layer. But that might not, might not be the case here. It may be the case that you actually can't verticalize on the token string. Like you can't build an app like it, it necessarily goes down just because there are no [00:08:00] abstractions.[00:08:00] So those are kinda the bigger existential questions we ask. Another thing that is very different this time than in the history of computer sciences is. In the past, if you raised money, then you basically had to wait for engineering to catch up. Which famously doesn't scale like the mythical mammoth. It take a very long time.[00:08:18] But like that's not the case here. Like a model company can raise money and drop a model in a, in a year, and it's better, right? And, and it does it with a team of 20 people or 10 people. So this type of like money entering a company and then producing something that has demand and growth right away and using that to raise more money is a very different capital flywheel than we've ever seen before.[00:08:39] And I think everybody's trying to understand what the consequences are. So I think it's less about like. Big companies and growth and this, and more about these more systemic questions that we actually don't have answers to.[00:08:49] Alessio: Yeah, like at Kernel Labs, one of our ideas is like if you had unlimited money to spend productively to turn tokens into products, like the whole early stage [00:09:00] market is very different because today you're investing X amount of capital to win a deal because of price structure and whatnot, and you're kind of pot committing.[00:09:07] Yeah. To a certain strategy for a certain amount of time. Yeah. But if you could like iteratively spin out companies and products and just throw, I, I wanna spend a million dollar of inference today and get a product out tomorrow.[00:09:18] swyx: Yeah.[00:09:19] Alessio: Like, we should get to the point where like the friction of like token to product is so low that you can do this and then you can change the Right, the early stage venture model to be much more iterative.[00:09:30] And then every round is like either 100 k of inference or like a hundred million from a 16 Z. There's no, there's no like $8 million C round anymore. Right.[00:09:38] When Frontier Labs Outspend the Entire App Ecosystem[00:09:38] Martin Casado: But, but, but, but there's a, there's a, the, an industry structural question that we don't know the answer to, which involves the frontier models, which is, let's take.[00:09:48] Anthropic it. Let's say Anthropic has a state-of-the-art model that has some large percentage of market share. And let's say that, uh, uh, uh, you know, uh, a company's building smaller models [00:10:00] that, you know, use the bigger model in the background, open 4.5, but they add value on top of that. Now, if Anthropic can raise three times more.[00:10:10] Every subsequent round, they probably can raise more money than the entire app ecosystem that's built on top of it. And if that's the case, they can expand beyond everything built on top of it. It's like imagine like a star that's just kind of expanding, so there could be a systemic. There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don't think we've ever seen before just because we were so bottlenecked in engineering, and this is a very open question.[00:10:41] swyx: Yeah. It's, it is almost like bitter lesson applied to the startup industry.[00:10:45] Martin Casado: Yeah, a hundred percent. It literally becomes an issue of like raise capital, turn that directly into growth. Use that to raise three times more. Exactly. And if you can keep doing that, you literally can outspend any company that's built the, not any company.[00:10:57] You can outspend the aggregate of companies on top of [00:11:00] you and therefore you'll necessarily take their share, which is crazy.[00:11:02] swyx: Would you say that kind of happens in character? Is that the, the sort of postmortem on. What happened?[00:11:10] Sarah Wang: Um,[00:11:10] Martin Casado: no.[00:11:12] Sarah Wang: Yeah, because I think so,[00:11:13] swyx: I mean the actual postmortem is, he wanted to go back to Google.[00:11:15] Exactly. But like[00:11:18] Martin Casado: that's another difference that[00:11:19] Sarah Wang: you said[00:11:21] Martin Casado: it. We should talk, we should actually talk about that.[00:11:22] swyx: Yeah,[00:11:22] Sarah Wang: that's[00:11:23] swyx: Go for it. Take it. Take,[00:11:23] Sarah Wang: yeah.[00:11:24] Character.AI, Founder Goals (AGI vs Product), and GPU Allocation Tradeoffs[00:11:24] Sarah Wang: I was gonna say, I think, um. The, the, the character thing raises actually a different issue, which actually the Frontier Labs will face as well. So we'll see how they handle it.[00:11:34] But, um, so we invest in character in January, 2023, which feels like eons ago, I mean, three years ago. Feels like lifetimes ago. But, um, and then they, uh, did the IP licensing deal with Google in August, 2020. Uh, four. And so, um, you know, at the time, no, you know, he's talked publicly about this, right? He wanted to Google wouldn't let him put out products in the world.[00:11:56] That's obviously changed drastically. But, um, he went to go do [00:12:00] that. Um, but he had a product attached. The goal was, I mean, it's Nome Shair, he wanted to get to a GI. That was always his personal goal. But, you know, I think through collecting data, right, and this sort of very human use case, that the character product.[00:12:13] Originally was and still is, um, was one of the vehicles to do that. Um, I think the real reason that, you know. I if you think about the, the stress that any company feels before, um, you ultimately going one way or the other is sort of this a GI versus product. Um, and I think a lot of the big, I think, you know, opening eyes, feeling that, um, anthropic if they haven't started, you know, felt it, certainly given the success of their products, they may start to feel that soon.[00:12:39] And the real. I think there's real trade-offs, right? It's like how many, when you think about GPUs, that's a limited resource. Where do you allocate the GPUs? Is it toward the product? Is it toward new re research? Right? Is it, or long-term research, is it toward, um, n you know, near to midterm research? And so, um, in a case where you're resource constrained, um, [00:13:00] of course there's this fundraising game you can play, right?[00:13:01] But the fund, the market was very different back in 2023 too. Um. I think the best researchers in the world have this dilemma of, okay, I wanna go all in on a GI, but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to a GI. And so it does make, um, you know, I think it sets up an interesting dilemma for any startup that has trouble raising up until that level, right?[00:13:27] And certainly if you don't have that progress, you can't continue this fly, you know, fundraising flywheel.[00:13:32] Martin Casado: I would say that because, ‘cause we're keeping track of all of the things that are different, right? Like, you know, venture growth and uh, app infra and one of the ones is definitely the personalities of the founders.[00:13:45] It's just very different this time I've been. Been doing this for a decade and I've been doing startups for 20 years. And so, um, I mean a lot of people start this to do a GI and we've never had like a unified North star that I recall in the same [00:14:00] way. Like people built companies to start companies in the past.[00:14:02] Like that was what it was. Like I would create an internet company, I would create infrastructure company, like it's kind of more engineering builders and this is kind of a different. You know, mentality. And some companies have harnessed that incredibly well because their direction is so obviously on the path to what somebody would consider a GI, but others have not.[00:14:20] And so like there is always this tension with personnel. And so I think we're seeing more kind of founder movement.[00:14:27] Sarah Wang: Yeah.[00:14:27] Martin Casado: You know, as a fraction of founders than we've ever seen. I mean, maybe since like, I don't know the time of like Shockly and the trade DUR aid or something like that. Way back in the beginning of the industry, I, it's a very, very.[00:14:38] Unusual time of personnel.[00:14:39] Sarah Wang: Totally.[00:14:40] Talent Wars, Mega-Comp, and the Rise of Acquihire M&A[00:14:40] Sarah Wang: And it, I think it's exacerbated by the fact that talent wars, I mean, every industry has talent wars, but not at this magnitude, right? No. Yeah. Very rarely can you see someone get poached for $5 billion. That's hard to compete with. And then secondly, if you're a founder in ai, you could fart and it would be on the front page of, you know, the information these days.[00:14:59] And so there's [00:15:00] sort of this fishbowl effect that I think adds to the deep anxiety that, that these AI founders are feeling.[00:15:06] Martin Casado: Hmm.[00:15:06] swyx: Uh, yes. I mean, just on, uh, briefly comment on the founder, uh, the sort of. Talent wars thing. I feel like 2025 was just like a blip. Like I, I don't know if we'll see that again.[00:15:17] ‘cause meta built the team. Like, I don't know if, I think, I think they're kind of done and like, who's gonna pay more than meta? I, I don't know.[00:15:23] Martin Casado: I, I agree. So it feels so, it feel, it feels this way to me too. It's like, it is like, basically Zuckerberg kind of came out swinging and then now he's kind of back to building.[00:15:30] Yeah,[00:15:31] swyx: yeah. You know, you gotta like pay up to like assemble team to rush the job, whatever. But then now, now you like you, you made your choices and now they got a ship.[00:15:38] Martin Casado: I mean, the, the o other side of that is like, you know, like we're, we're actually in the job hiring market. We've got 600 people here. I hire all the time.[00:15:44] I've got three open recs if anybody's interested, that's listening to this for investor. Yeah, on, on the team, like on the investing side of the team, like, and, um, a lot of the people we talk to have acting, you know, active, um, offers for 10 million a year or something like that. And like, you know, and we pay really, [00:16:00] really well.[00:16:00] And just to see what's out on the market is really, is really remarkable. And so I would just say it's actually, so you're right, like the really flashy one, like I will get someone for, you know, a billion dollars, but like the inflated, um, uh, trickles down. Yeah, it is still very active today. I mean,[00:16:18] Sarah Wang: yeah, you could be an L five and get an offer in the tens of millions.[00:16:22] Okay. Yeah. Easily. Yeah. It's so I think you're right that it felt like a blip. I hope you're right. Um, but I think it's been, the steady state is now, I think got pulled up. Yeah. Yeah. I'll pull up for[00:16:31] Martin Casado: sure. Yeah.[00:16:32] Alessio: Yeah. And I think that's breaking the early stage founder math too. I think before a lot of people would be like, well, maybe I should just go be a founder instead of like getting paid.[00:16:39] Yeah. 800 KA million at Google. But if I'm getting paid. Five, 6 million. That's different but[00:16:45] Martin Casado: on. But on the other hand, there's more strategic money than we've ever seen historically, right? Mm-hmm. And so, yep. The economics, the, the, the, the calculus on the economics is very different in a number of ways. And, uh, it's crazy.[00:16:58] It's cra it's causing like a, [00:17:00] a, a, a ton of change in confusion in the market. Some very positive, sub negative, like, so for example, the other side of the, um. The co-founder, like, um, acquisition, you know, mark Zuckerberg poaching someone for a lot of money is like, we were actually seeing historic amount of m and a for basically acquihires, right?[00:17:20] That you like, you know, really good outcomes from a venture perspective that are effective acquihires, right? So I would say it's probably net positive from the investment standpoint, even though it seems from the headlines to be very disruptive in a negative way.[00:17:33] Alessio: Yeah.[00:17:33] What's Underfunded: Boring Software, Robotics Skepticism, and Custom Silicon Economics[00:17:33] Alessio: Um, let's talk maybe about what's not being invested in, like maybe some interesting ideas that you would see more people build or it, it seems in a way, you know, as ycs getting more popular, it's like access getting more popular.[00:17:47] There's a startup school path that a lot of founders take and they know what's hot in the VC circles and they know what gets funded. Uh, and there's maybe not as much risk appetite for. Things outside of that. Um, I'm curious if you feel [00:18:00] like that's true and what are maybe, uh, some of the areas, uh, that you think are under discussed?[00:18:06] Martin Casado: I mean, I actually think that we've taken our eye off the ball in a lot of like, just traditional, you know, software companies. Um, so like, I mean. You know, I think right now there's almost a barbell, like you're like the hot thing on X, you're deep tech.[00:18:21] swyx: Mm-hmm.[00:18:22] Martin Casado: Right. But I, you know, I feel like there's just kind of a long, you know, list of like good.[00:18:28] Good companies that will be around for a long time in very large markets. Say you're building a database, you know, say you're building, um, you know, kind of monitoring or logging or tooling or whatever. There's some good companies out there right now, but like, they have a really hard time getting, um, the attention of investors.[00:18:43] And it's almost become a meme, right? Which is like, if you're not basically growing from zero to a hundred in a year, you're not interesting, which is just, is the silliest thing to say. I mean, think of yourself as like an introvert person, like, like your personal money, right? Mm-hmm. So. Your personal money, will you put it in the stock market at 7% or you put it in this company growing five x in a very large [00:19:00] market?[00:19:00] Of course you can put it in the company five x. So it's just like we say these stupid things, like if you're not going from zero to a hundred, but like those, like who knows what the margins of those are mean. Clearly these are good investments. True for anybody, right? True. Like our LPs want whatever.[00:19:12] Three x net over, you know, the life cycle of a fund, right? So a, a company in a big market growing five X is a great investment. We'd, everybody would be happy with these returns, but we've got this kind of mania on these, these strong growths. And so I would say that that's probably the most underinvested sector.[00:19:28] Right now.[00:19:29] swyx: Boring software, boring enterprise software.[00:19:31] Martin Casado: Traditional. Really good company.[00:19:33] swyx: No, no AI here.[00:19:34] Martin Casado: No. Like boring. Well, well, the AI of course is pulling them into use cases. Yeah, but that's not what they're, they're not on the token path, right? Yeah. Let's just say that like they're software, but they're not on the token path.[00:19:41] Like these are like they're great investments from any definition except for like random VC on Twitter saying VC on x, saying like, it's not growing fast enough. What do you[00:19:52] Sarah Wang: think? Yeah, maybe I'll answer a slightly different. Question, but adjacent to what you asked, um, which is maybe an area that we're not, uh, investing [00:20:00] right now that I think is a question and we're spending a lot of time in regardless of whether we pull the trigger or not.[00:20:05] Um, and it would probably be on the hardware side, actually. Robotics, right? And the robotics side. Robotics. Right. Which is, it's, I don't wanna say that it's not getting funding ‘cause it's clearly, uh, it's, it's sort of non-consensus to almost not invest in robotics at this point. But, um, we spent a lot of time in that space and I think for us, we just haven't seen the chat GPT moment.[00:20:22] Happen on the hardware side. Um, and the funding going into it feels like it's already. Taking that for granted.[00:20:30] Martin Casado: Yeah. Yeah. But we also went through the drone, you know, um, there's a zip line right, right out there. What's that? Oh yeah, there's a zip line. Yeah. What the drone, what the av And like one of the takeaways is when it comes to hardware, um, most companies will end up verticalizing.[00:20:46] Like if you're. If you're investing in a robot company for an A for agriculture, you're investing in an ag company. ‘cause that's the competition and that's surprising. And that's supply chain. And if you're doing it for mining, that's mining. And so the ad team does a lot of that type of stuff ‘cause they actually set up to [00:21:00] diligence that type of work.[00:21:01] But for like horizontal technology investing, there's very little when it comes to robots just because it's so fit for, for purpose. And so we kinda like to look at software. Solutions or horizontal solutions like applied intuition. Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That's fair, you know, for robotics early on.[00:21:23] And so that sort of thing we're very, very interested. But the actual like robot interacting with the world is probably better for different team. Agree.[00:21:30] Alessio: Yeah, I'm curious who these teams are supposed to be that invest in them. I feel like everybody's like, yeah, robotics, it's important and like people should invest in it.[00:21:38] But then when you look at like the numbers, like the capital requirements early on versus like the moment of, okay, this is actually gonna work. Let's keep investing. That seems really hard to predict in a way that is not,[00:21:49] Martin Casado: I think co, CO two, kla, gc, I mean these are all invested in in Harvard companies. He just, you know, and [00:22:00] listen, I mean, it could work this time for sure.[00:22:01] Right? I mean if Elon's doing it, he's like, right. Just, just the fact that Elon's doing it means that there's gonna be a lot of capital and a lot of attempts for a long period of time. So that alone maybe suggests that we should just be investing in robotics just ‘cause you have this North star who's Elon with a humanoid and that's gonna like basically willing into being an industry.[00:22:17] Um, but we've just historically found like. We're a huge believer that this is gonna happen. We just don't feel like we're in a good position to diligence these things. ‘cause again, robotics companies tend to be vertical. You really have to understand the market they're being sold into. Like that's like that competitive equilibrium with a human being is what's important.[00:22:34] It's not like the core tech and like we're kind of more horizontal core tech type investors. And this is Sarah and I. Yeah, the ad team is different. They can actually do these types of things.[00:22:42] swyx: Uh, just to clarify, AD stands for[00:22:44] Martin Casado: American Dynamism.[00:22:45] swyx: Alright. Okay. Yeah, yeah, yeah. Uh, I actually, I do have a related question that, first of all, I wanna acknowledge also just on the, on the chip side.[00:22:51] Yeah. I, I recall a podcast that where you were on, i, I, I think it was the a CC podcast, uh, about two or three years ago where you, where you suddenly said [00:23:00] something, which really stuck in my head about how at some point, at some point kind of scale it makes sense to. Build a custom aic Yes. For per run.[00:23:07] Martin Casado: Yes.[00:23:07] It's crazy. Yeah.[00:23:09] swyx: We're here and I think you, you estimated 500 billion, uh, something.[00:23:12] Martin Casado: No, no, no. A billion, a billion dollar training run of $1 billion training run. It makes sense to actually do a custom meic if you can do it in time. The question now is timelines. Yeah, but not money because just, just, just rough math.[00:23:22] If it's a billion dollar training. Then the inference for that model has to be over a billion, otherwise it won't be solvent. So let's assume it's, if you could save 20%, which you could save much more than that with an ASIC 20%, that's $200 million. You can tape out a chip for $200 million. Right? So now you can literally like justify economically, not timeline wise.[00:23:41] That's a different issue. An ASIC per model, which[00:23:44] swyx: is because that, that's how much we leave on the table every single time. We, we, we do like generic Nvidia.[00:23:48] Martin Casado: Exactly. Exactly. No, it, it is actually much more than that. You could probably get, you know, a factor of two, which would be 500 million.[00:23:54] swyx: Typical MFU would be like 50.[00:23:55] Yeah, yeah. And that's good.[00:23:57] Martin Casado: Exactly. Yeah. Hundred[00:23:57] swyx: percent. Um, so, so, yeah, and I mean, and I [00:24:00] just wanna acknowledge like, here we are in, in, in 2025 and opening eyes confirming like Broadcom and all the other like custom silicon deals, which is incredible. I, I think that, uh, you know, speaking about ad there's, there's a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here.[00:24:17] Yeah. Uh, move TSMC here, if that's possible. Um, how much overlap is there from ad[00:24:23] Martin Casado: Yeah.[00:24:23] swyx: To, I guess, growth and, uh, investing in particularly like, you know, US AI companies that are strongly bounded by their compute.[00:24:32] Martin Casado: Yeah. Yeah. So I mean, I, I would view, I would view AD as more as a market segmentation than like a mission, right?[00:24:37] So the market segmentation is, it has kind of regulatory compliance issues or government, you know, sale or it deals with like hardware. I mean, they're just set up to, to, to, to, to. To diligence those types of companies. So it's a more of a market segmentation thing. I would say the entire firm. You know, which has been since it is been intercepted, you know, has geographical biases, right?[00:24:58] I mean, for the longest time we're like, you [00:25:00] know, bay Area is gonna be like, great, where the majority of the dollars go. Yeah. And, and listen, there, there's actually a lot of compounding effects for having a geographic bias. Right. You know, everybody's in the same place. You've got an ecosystem, you're there, you've got presence, you've got a network.[00:25:12] Um, and, uh, I mean, I would say the Bay area's very much back. You know, like I, I remember during pre COVID, like it was like almost Crypto had kind of. Pulled startups away. Miami from the Bay Area. Miami, yeah. Yeah. New York was, you know, because it's so close to finance, came up like Los Angeles had a moment ‘cause it was so close to consumer, but now it's kind of come back here.[00:25:29] And so I would say, you know, we tend to be very Bay area focused historically, even though of course we've asked all over the world. And then I would say like, if you take the ring out, you know, one more, it's gonna be the US of course, because we know it very well. And then one more is gonna be getting us and its allies and Yeah.[00:25:44] And it goes from there.[00:25:45] Sarah Wang: Yeah,[00:25:45] Martin Casado: sorry.[00:25:46] Sarah Wang: No, no. I agree. I think from a, but I think from the intern that that's sort of like where the companies are headquartered. Maybe your questions on supply chain and customer base. Uh, I, I would say our customers are, are, our companies are fairly international from that perspective.[00:25:59] Like they're selling [00:26:00] globally, right? They have global supply chains in some cases.[00:26:03] Martin Casado: I would say also the stickiness is very different.[00:26:05] Sarah Wang: Yeah.[00:26:05] Martin Casado: Historically between venture and growth, like there's so much company building in venture, so much so like hiring the next PM. Introducing the customer, like all of that stuff.[00:26:15] Like of course we're just gonna be stronger where we have our network and we've been doing business for 20 years. I've been in the Bay Area for 25 years, so clearly I'm just more effective here than I would be somewhere else. Um, where I think, I think for some of the later stage rounds, the companies don't need that much help.[00:26:30] They're already kind of pretty mature historically, so like they can kind of be everywhere. So there's kind of less of that stickiness. This is different in the AI time. I mean, Sarah is now the, uh, chief of staff of like half the AI companies in, uh, in the Bay Area right now. She's like, ops Ninja Biz, Devrel, BizOps.[00:26:48] swyx: Are, are you, are you finding much AI automation in your work? Like what, what is your stack.[00:26:53] Sarah Wang: Oh my, in my personal stack.[00:26:54] swyx: I mean, because like, uh, by the way, it's the, the, the reason for this is it is triggering, uh, yeah. We, like, I'm hiring [00:27:00] ops, ops people. Um, a lot of ponders I know are also hiring ops people and I'm just, you know, it's opportunity Since you're, you're also like basically helping out with ops with a lot of companies.[00:27:09] What are people doing these days? Because it's still very manual as far as I can tell.[00:27:13] Sarah Wang: Hmm. Yeah. I think the things that we help with are pretty network based, um, in that. It's sort of like, Hey, how do do I shortcut this process? Well, let's connect you to the right person. So there's not quite an AI workflow for that.[00:27:26] I will say as a growth investor, Claude Cowork is pretty interesting. Yeah. Like for the first time, you can actually get one shot data analysis. Right. Which, you know, if you're gonna do a customer database, analyze a cohort retention, right? That's just stuff that you had to do by hand before. And our team, the other, it was like midnight and the three of us were playing with Claude Cowork.[00:27:47] We gave it a raw file. Boom. Perfectly accurate. We checked the numbers. It was amazing. That was my like, aha moment. That sounds so boring. But you know, that's, that's the kind of thing that a growth investor is like, [00:28:00] you know, slaving away on late at night. Um, done in a few seconds.[00:28:03] swyx: Yeah. You gotta wonder what the whole, like, philanthropic labs, which is like their new sort of products studio.[00:28:10] Yeah. What would that be worth as an independent, uh, startup? You know, like a[00:28:14] Martin Casado: lot.[00:28:14] Sarah Wang: Yeah, true.[00:28:16] swyx: Yeah. You[00:28:16] Martin Casado: gotta hand it to them. They've been executing incredibly well.[00:28:19] swyx: Yeah. I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real. Um, pedal to the metal, whatever the, the, the phrase is, is when they start coming after consumer with, uh, against OpenAI and like that is like red alert at Open ai.[00:28:35] Oh, I[00:28:35] Martin Casado: think they've been pretty clear. They're enterprise focused.[00:28:37] swyx: They have been, but like they've been free. Here's[00:28:40] Martin Casado: care publicly,[00:28:40] swyx: it's enterprise focused. It's coding. Right. Yeah.[00:28:43] AI Labs vs Startups: Disruption, Undercutting & the Innovator's Dilemma[00:28:43] swyx: And then, and, but here's cloud, cloud, cowork, and, and here's like, well, we, uh, they, apparently they're running Instagram ads for Claudia.[00:28:50] I, on, you know, for, for people on, I get them all the time. Right. And so, like,[00:28:54] Martin Casado: uh,[00:28:54] swyx: it, it's kind of like this, the disruption thing of, uh, you know. Mo Open has been doing, [00:29:00] consumer been doing the, just pursuing general intelligence in every mo modality, and here's a topic that only focus on this thing, but now they're sort of undercutting and doing the whole innovator's dilemma thing on like everything else.[00:29:11] Martin Casado: It's very[00:29:11] swyx: interesting.[00:29:12] Martin Casado: Yeah, I mean there's, there's a very open que so for me there's like, do you know that meme where there's like the guy in the path and there's like a path this way? There's a path this way. Like one which way Western man. Yeah. Yeah.[00:29:23] Two Futures for AI: Infinite Market vs AGI Oligopoly[00:29:23] Martin Casado: And for me, like, like all the entire industry kind of like hinges on like two potential futures.[00:29:29] So in, in one potential future, um, the market is infinitely large. There's perverse economies of scale. ‘cause as soon as you put a model out there, like it kind of sublimates and all the other models catch up and like, it's just like software's being rewritten and fractured all over the place and there's tons of upside and it just grows.[00:29:48] And then there's another path which is like, well. Maybe these models actually generalize really well, and all you have to do is train them with three times more money. That's all you have to [00:30:00] do, and it'll just consume everything beyond it. And if that's the case, like you end up with basically an oligopoly for everything, like, you know mm-hmm.[00:30:06] Because they're perfectly general and like, so this would be like the, the a GI path would be like, these are perfectly general. They can do everything. And this one is like, this is actually normal software. The universe is complicated. You've got, and nobody knows the answer.[00:30:18] The Economics Reality Check: Gross Margins, Training Costs & Borrowing Against the Future[00:30:18] Martin Casado: My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they're making and how much they, they spent training the last model, they're gross margin positive.[00:30:30] You're like, oh, that's really working. But if you look at like. The current training that they're doing for the next model, their gross margin negative. So part of me thinks that a lot of ‘em are kind of borrowing against the future and that's gonna have to slow down. It's gonna catch up to them at some point in time, but we don't really know.[00:30:47] Sarah Wang: Yeah.[00:30:47] Martin Casado: Does that make sense? Like, I mean, it could be, it could be the case that the only reason this is working is ‘cause they can raise that next round and they can train that next model. ‘cause these models have such a short. Life. And so at some point in time, like, you know, they won't be able to [00:31:00] raise that next round for the next model and then things will kind of converge and fragment again.[00:31:03] But right now it's not.[00:31:04] Sarah Wang: Totally. I think the other, by the way, just, um, a meta point. I think the other lesson from the last three years is, and we talk about this all the time ‘cause we're on this. Twitter X bubble. Um, cool. But, you know, if you go back to, let's say March, 2024, that period, it felt like a, I think an open source model with an, like a, you know, benchmark leading capability was sort of launching on a daily basis at that point.[00:31:27] And, um, and so that, you know, that's one period. Suddenly it's sort of like open source takes over the world. There's gonna be a plethora. It's not an oligopoly, you know, if you fast, you know, if you, if you rewind time even before that GPT-4 was number one for. Nine months, 10 months. It's a long time. Right.[00:31:44] Um, and of course now we're in this era where it feels like an oligopoly, um, maybe some very steady state shifts and, and you know, it could look like this in the future too, but it just, it's so hard to call. And I think the thing that keeps, you know, us up at [00:32:00] night in, in a good way and bad way, is that the capability progress is actually not slowing down.[00:32:06] And so until that happens, right, like you don't know what's gonna look like.[00:32:09] Martin Casado: But I, I would, I would say for sure it's not converged, like for sure, like the systemic capital flows have not converged, meaning right now it's still borrowing against the future to subsidize growth currently, which you can do that for a period of time.[00:32:23] But, but you know, at the end, at some point the market will rationalize that and just nobody knows what that will look like.[00:32:29] Alessio: Yeah.[00:32:29] Martin Casado: Or, or like the drop in price of compute will, will, will save them. Who knows?[00:32:34] Alessio: Yeah. Yeah. I think the models need to ask them to, to specific tasks. You know? It's like, okay, now Opus 4.5 might be a GI at some specific task, and now you can like depreciate the model over a longer time.[00:32:45] I think now, now, right now there's like no old model.[00:32:47] Martin Casado: No, but let, but lemme just change that mental, that's, that used to be my mental model. Lemme just change it a little bit.[00:32:53] Capital as a Weapon vs Task Saturation: Where Real Enterprise Value Gets Built[00:32:53] Martin Casado: If you can raise three times, if you can raise more than the aggregate of anybody that uses your models, that doesn't even matter.[00:32:59] It doesn't [00:33:00] even matter. See what I'm saying? Like, yeah. Yeah. So, so I have an API Business. My API business is 60% margin, or 70% margin, or 80% margin is a high margin business. So I know what everybody is using. If I can raise more money than the aggregate of everybody that's using it, I will consume them whether I'm a GI or not.[00:33:14] And I will know if they're using it ‘cause they're using it. And like, unlike in the past where engineering stops me from doing that.[00:33:21] Alessio: Mm-hmm.[00:33:21] Martin Casado: It is very straightforward. You just train. So I also thought it was kind of like, you must ask the code a GI, general, general, general. But I think there's also just a possibility that the, that the capital markets will just give them the, the, the ammunition to just go after everybody on top of ‘em.[00:33:36] Sarah Wang: I, I do wonder though, to your point, um, if there's a certain task that. Getting marginally better isn't actually that much better. Like we've asked them to it, to, you know, we can call it a GI or whatever, you know, actually, Ali Goi talks about this, like we're already at a GI for a lot of functions in the enterprise.[00:33:50] Um. That's probably those for those tasks, you probably could build very specific companies that focus on just getting as much value out of that task that isn't [00:34:00] coming from the model itself. There's probably a rich enterprise business to be built there. I mean, could be wrong on that, but there's a lot of interesting examples.[00:34:08] So, right, if you're looking the legal profession or, or whatnot, and maybe that's not a great one ‘cause the models are getting better on that front too, but just something where it's a bit saturated, then the value comes from. Services. It comes from implementation, right? It comes from all these things that actually make it useful to the end customer.[00:34:24] Martin Casado: Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.[00:34:31] Sarah Wang: Mm-hmm.[00:34:32] Martin Casado: Yeah. I code every day. It's so fun.[00:34:35] Sarah Wang: That's a core question. Yeah.[00:34:36] Martin Casado: And like. When I'm talking to these models, it's not just code. I mean, it's everything, right? Like I, you know, like it's,[00:34:43] swyx: it's healthcare.[00:34:44] It's,[00:34:44] Martin Casado: I mean, it's[00:34:44] swyx: Mele,[00:34:45] Martin Casado: but it's every, it is exactly that. Like, yeah, that's[00:34:47] Sarah Wang: great support. Yeah.[00:34:48] Martin Casado: It's everything. Like I'm asking these models to, yeah, to understand compliance. I'm asking these models to go search the web. I'm asking these models to talk about things I know in the history, like it's having a full conversation with me while I, I engineer, and so it could be [00:35:00] the case that like, mm-hmm.[00:35:01] The most a, you know, a GI complete, like I'm not an a GI guy. Like I think that's, you know, but like the most a GI complete model will is win independent of the task. And we don't know the answer to that one either.[00:35:11] swyx: Yeah.[00:35:12] Martin Casado: But it seems to me that like, listen, codex in my experience is for sure better than Opus 4.5 for coding.[00:35:18] Like it finds the hardest bugs that I work in with. Like, it is, you know. The smartest developers. I don't work on it. It's great. Um, but I think Opus 4.5 is actually very, it's got a great bedside manner and it really, and it, it really matters if you're building something very complex because like, it really, you know, like you're, you're, you're a partner and a brainstorming partner for somebody.[00:35:38] And I think we don't discuss enough how every task kind of has that quality.[00:35:42] swyx: Mm-hmm.[00:35:43] Martin Casado: And what does that mean to like capital investment and like frontier models and Submodels? Yeah.[00:35:47] Why “Coding Models” Keep Collapsing into Generalists (Reasoning vs Taste)[00:35:47] Martin Casado: Like what happened to all the special coding models? Like, none of ‘em worked right. So[00:35:51] Alessio: some of them, they didn't even get released.[00:35:53] Magical[00:35:54] Martin Casado: Devrel. There's a whole, there's a whole host. We saw a bunch of them and like there's this whole theory that like, there could be, and [00:36:00] I think one of the conclusions is, is like there's no such thing as a coding model,[00:36:04] Alessio: you know?[00:36:04] Martin Casado: Like, that's not a thing. Like you're talking to another human being and it's, it's good at coding, but like it's gotta be good at everything.[00:36:10] swyx: Uh, minor disagree only because I, I'm pretty like, have pretty high confidence that basically open eye will always release a GPT five and a GT five codex. Like that's the code's. Yeah. The way I call it is one for raisin, one for Tiz. Um, and, and then like someone internal open, it was like, yeah, that's a good way to frame it.[00:36:32] Martin Casado: That's so funny.[00:36:33] swyx: Uh, but maybe it, maybe it collapses down to reason and that's it. It's not like a hundred dimensions doesn't life. Yeah. It's two dimensions. Yeah, yeah, yeah, yeah. Like and exactly. Beside manner versus coding. Yeah.[00:36:43] Martin Casado: Yeah.[00:36:44] swyx: It's, yeah.[00:36:46] Martin Casado: I, I think for, for any, it's hilarious. For any, for anybody listening to this for, for, for, I mean, for you, like when, when you're like coding or using these models for something like that.[00:36:52] Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you're, I [00:37:00] think like, like the best Soto ish model. You know, it is going to remain very important no matter what the task is.[00:37:06] swyx: Yeah.[00:37:07] What He's Actually Coding: Gaussian Splats, Spark.js & 3D Scene Rendering Demos[00:37:07] swyx: Uh, speaking of coding, uh, I, I'm gonna be cheeky and ask like, what actually are you coding?[00:37:11] Because obviously you, you could code anything and you are obviously a busy investor and a manager of the good. Giant team. Um, what are you calling?[00:37:18] Martin Casado: I help, um, uh, FEFA at World Labs. Uh, it's one of the investments and um, and they're building a foundation model that creates 3D scenes.[00:37:27] swyx: Yeah, we had it on the pod.[00:37:28] Yeah. Yeah,[00:37:28] Martin Casado: yeah. And so these 3D scenes are Gaussian splats, just by the way that kind of AI works. And so like, you can reconstruct a scene better with, with, with radiance feels than with meshes. ‘cause like they don't really have topology. So, so they, they, they produce each. Beautiful, you know, 3D rendered scenes that are Gaussian splats, but the actual industry support for Gaussian splats isn't great.[00:37:50] It's just never, you know, it's always been meshes and like, things like unreal use meshes. And so I work on a open source library called Spark js, which is a. Uh, [00:38:00] a JavaScript rendering layer ready for Gaussian splats. And it's just because, you know, um, you, you, you need that support and, and right now there's kind of a three js moment that's all meshes and so like, it's become kind of the default in three Js ecosystem.[00:38:13] As part of that to kind of exercise the library, I just build a whole bunch of cool demos. So if you see me on X, you see like all my demos and all the world building, but all of that is just to exercise this, this library that I work on. ‘cause it's actually a very tough algorithmics problem to actually scale a library that much.[00:38:29] And just so you know, this is ancient history now, but 30 years ago I paid for undergrad, you know, working on game engines in college in the late nineties. So I've got actually a back and it's very old background, but I actually have a background in this and so a lot of it's fun. You know, but, but the, the, the, the whole goal is just for this rendering library to, to,[00:38:47] Sarah Wang: are you one of the most active contributors?[00:38:49] The, their GitHub[00:38:50] Martin Casado: spark? Yes.[00:38:51] Sarah Wang: Yeah, yeah.[00:38:51] Martin Casado: There's only two of us there, so, yes. No, so by the way, so the, the pri The pri, yeah. Yeah. So the primary developer is a [00:39:00] guy named Andres Quist, who's an absolute genius. He and I did our, our PhDs together. And so like, um, we studied for constant Quas together. It was almost like hanging out with an old friend, you know?[00:39:09] And so like. So he, he's the core, core guy. I did mostly kind of, you know, the side I run venture fund.[00:39:14] swyx: It's amazing. Like five years ago you would not have done any of this. And it brought you back[00:39:19] Martin Casado: the act, the Activ energy, you're still back. Energy was so high because you had to learn all the framework b******t.[00:39:23] Man, I f*****g used to hate that. And so like, now I don't have to deal with that. I can like focus on the algorithmics so I can focus on the scaling and I,[00:39:29] swyx: yeah. Yeah.[00:39:29] LLMs vs Spatial Intelligence + How to Value World Labs' 3D Foundation Model[00:39:29] swyx: And then, uh, I'll observe one irony and then I'll ask a serious investor question, uh, which is like, the irony is FFE actually doesn't believe that LMS can lead us to spatial intelligence.[00:39:37] And here you are using LMS to like help like achieve spatial intelligence. I just see, I see some like disconnect in there.[00:39:45] Martin Casado: Yeah. Yeah. So I think, I think, you know, I think, I think what she would say is LLMs are great to help with coding.[00:39:51] swyx: Yes.[00:39:51] Martin Casado: But like, that's very different than a model that actually like provides, they, they'll never have the[00:39:56] swyx: spatial inte[00:39:56] Martin Casado: issues.[00:39:56] And listen, our brains clearly listen, our brains, brains clearly have [00:40:00] both our, our brains clearly have a language reasoning section and they clearly have a spatial reasoning section. I mean, it's just, you know, these are two pretty independent problems.[00:40:07] swyx: Okay. And you, you, like, I, I would say that the, the one data point I recently had, uh, against it is the DeepMind, uh, IMO Gold, where, so, uh, typically the, the typical answer is that this is where you start going down the neuros symbolic path, right?[00:40:21] Like one, uh, sort of very sort of abstract reasoning thing and one form, formal thing. Um, and that's what. DeepMind had in 2024 with alpha proof, alpha geometry, and now they just use deep think and just extended thinking tokens. And it's one model and it's, and it's in LM.[00:40:36] Martin Casado: Yeah, yeah, yeah, yeah, yeah.[00:40:37] swyx: And so that, that was my indication of like, maybe you don't need a separate system.[00:40:42] Martin Casado: Yeah. So, so let me step back. I mean, at the end of the day, at the end of the day, these things are like nodes in a graph with weights on them. Right. You know, like it can be modeled like if you, if you distill it down. But let me just talk about the two different substrates. Let's, let me put you in a dark room.[00:40:56] Like totally black room. And then let me just [00:41:00] describe how you exit it. Like to your left, there's a table like duck below this thing, right? I mean like the chances that you're gonna like not run into something are very low. Now let me like turn on the light and you actually see, and you can do distance and you know how far something away is and like where it is or whatever.[00:41:17] Then you can do it, right? Like language is not the right primitives to describe. The universe because it's not exact enough. So that's all Faye, Faye is talking about. When it comes to like spatial reasoning, it's like you actually have to know that this is three feet far, like that far away. It is curved.[00:41:37] You have to understand, you know, the, like the actual movement through space.[00:41:40] swyx: Yeah.[00:41:40] Martin Casado: So I do, I listen, I do think at the end of these models are definitely converging as far as models, but there's, there's, there's different representations of problems you're solving. One is language. Which, you know, that would be like describing to somebody like what to do.[00:41:51] And the other one is actually just showing them and the space reasoning is just showing them.[00:41:55] swyx: Yeah, yeah, yeah. Right. Got it, got it. Uh, the, in the investor question was on, on, well labs [00:42:00] is, well, like, how do I value something like this? What, what, what work does the, do you do? I'm just like, Fefe is awesome.[00:42:07] Justin's awesome. And you know, the other two co-founder, co-founders, but like the, the, the tech, everyone's building cool tech. But like, what's the value of the tech? And this is the fundamental question[00:42:16] Martin Casado: of, well, let, let, just like these, let me just maybe give you a rough sketch on the diffusion models. I actually love to hear Sarah because I'm a venture for, you know, so like, ventures always, always like kind of wild west type[00:42:24] swyx: stuff.[00:42:24] You, you, you, you paid a dream and she has to like, actually[00:42:28] Martin Casado: I'm gonna say I'm gonna mar to reality, so I'm gonna say the venture for you. And she can be like, okay, you a little kid. Yeah. So like, so, so these diffusion models literally. Create something for, for almost nothing. And something that the, the world has found to be very valuable in the past, in our real markets, right?[00:42:45] Like, like a 2D image. I mean, that's been an entire market. People value them. It takes a human being a long time to create it, right? I mean, to create a, you know, a, to turn me into a whatever, like an image would cost a hundred bucks in an hour. The inference cost [00:43:00] us a hundredth of a penny, right? So we've seen this with speech in very successful companies.[00:43:03] We've seen this with 2D image. We've seen this with movies. Right? Now, think about 3D scene. I mean, I mean, when's Grand Theft Auto coming out? It's been six, what? It's been 10 years. I mean, how, how like, but hasn't been 10 years.[00:43:14] Alessio: Yeah.[00:43:15] Martin Casado: How much would it cost to like, to reproduce this room in 3D? Right. If you, if you, if you hired somebody on fiber, like in, in any sort of quality, probably 4,000 to $10,000.[00:43:24] And then if you had a professional, probably $30,000. So if you could generate the exact same thing from a 2D image, and we know that these are used and they're using Unreal and they're using Blend, or they're using movies and they're using video games and they're using all. So if you could do that for.[00:43:36] You know, less than a dollar, that's four or five orders of magnitude cheaper. So you're bringing the marginal cost of something that's useful down by three orders of magnitude, which historically have created very large companies. So that would be like the venture kind of strategic dreaming map.[00:43:49] swyx: Yeah.[00:43:50] And, and for listeners, uh, you can do this yourself on your, on your own phone with like. Uh, the marble.[00:43:55] Martin Casado: Yeah. Marble.[00:43:55] swyx: Uh, or but also there's many Nerf apps where you just go on your iPhone and, and do this.[00:43:59] Martin Casado: Yeah. Yeah. [00:44:00] Yeah. And, and in the case of marble though, it would, what you do is you literally give it in.[00:44:03] So most Nerf apps you like kind of run around and take a whole bunch of pictures and then you kind of reconstruct it.[00:44:08] swyx: Yeah.[00:44:08] Martin Casado: Um, things like marble, just that the whole generative 3D space will just take a 2D image and it'll reconstruct all the like, like[00:44:16] swyx: meaning it has to fill in. Uh,[00:44:18] Martin Casado: stuff at the back of the table, under the table, the back, like, like the images, it doesn't see.[00:44:22] So the generator stuff is very different than reconstruction that it fills in the things that you can't see.[00:44:26] swyx: Yeah. Okay.[00:44:26] Sarah Wang: So,[00:44:27] Martin Casado: all right. So now the,[00:44:28] Sarah Wang: no, no. I mean I love that[00:44:29] Martin Casado: the adult[00:44:29] Sarah Wang: perspective. Um, well, no, I was gonna say these are very much a tag team. So we, we started this pod with that, um, premise. And I think this is a perfect question to even build on that further.[00:44:36] ‘cause it truly is, I mean, we're tag teaming all of these together.[00:44:39] Investing in Model Labs, Media Rumors, and the Cursor Playbook (Margins & Going Down-Stack)[00:44:39] Sarah Wang: Um, but I think every investment fundamentally starts with the same. Maybe the same two premises. One is, at this point in time, we actually believe that there are. And of one founders for their particular craft, and they have to be demonstrated in their prior careers, right?[00:44:56] So, uh, we're not investing in every, you know, now the term is NEO [00:45:00] lab, but every foundation model, uh, any, any company, any founder trying to build a foundation model, we're not, um, contrary to popular opinion, we're

A teenager playing beer pong accidentally swallowed a bottle cap so we wanted to know...how'd that get in there?? Plus, Whip pulls a red card on aggressive youth sports parents in today's Hot Take. Catch up on everything you missed from today's show on The Morning Mix Podcast!Listen to The Morning Mix weekdays from 5:30am – 10:00am on 101.9fm The Mix in Chicago or with the free Mix App available in the Apple App Store and Google Play.Follow The Mix: The MixstagramGet the Free MIX App: Stream The MixSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episode 564 - Shawn Kerr, Lost Marble Brewing

The boys are BACK, specifically James and Mike, from their respective trips! Also Marvel stuff is discussed, James' travels are discussed in detail, from Thailand, Cambodia, Vietnam and Japan!Advertise on Dynamic Banter via gumball.fmJOIN the Patreon: patreon.com/dynamicbanterGET the MERCH: dynamicbanter.clothingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I greet you in Jesus' precious name! It is Thursday morning, the 12th of February, 2026, and this is your friend, Angus Buchan, with a thought for today. We start in the Gospel of John 15:13. Jesus said: “Greater love has no one than this, than to lay down one's life for his friends.” What a beautiful scripture! We need to invest in people, not in things. That man of God, Theodore Cuyler, said, “Marble and granite are perishable monuments, and their inscriptions may be seldom read. Carve your names on human hearts, for they alone are immortal.” Investing in people and not in things! I have been to some of the most beautiful churches and cathedrals, built for the glory of God, and I have walked through them. I am thinking of St Paul's Cathedral in London, just as one example, but at the end of the day, we are called to invest in people's lives because they last forever.Do you remember that song that was very popular years ago, about a man who lived, died, and went to Heaven? When he went to Heaven, he was standing with Jesus, and people started coming up to him, thanking him for what he had done for them on earth. He didn't even remember them. First of all, there was that young man who said, “Thank you for what you did for me because you came to our Sunday School when I was only 8 years old and you spoke to us and I gave my life to the Lord, and that is why I am here today. Thank you for giving to the Lord.”Another man came up. He said, “Thank you. A missionary came to your church. He showed you pictures of the needs of people. It made you cry. You gave him money, and because of that money you gave him, I am here today.” A long line of people were lining up to give you thanks and Jesus took your hand, and He said, “Child,” with tears running down your face, “Look at your great reward!” Just a story, but a beautiful one - investing in people!The other day I got a beautiful letter. You see, a while before that, a young student in Central Africa sent me a letter and said, “I can't go on anymore. I am studying to be a doctor, but the course is too hard. What should I do?” And I sent him a little note back, that's all I did. I said, “Keep on pressing on.” And about a year later, I got a beautiful email from him saying that he pressed on and the letter was signed, Dr so and so - He had passed his exams and is now a qualified Christian doctor. Invest in people. It is worthwhile!Jesus bless you and goodbye.

Austen Lott is a Marquette University Law School and currently works as a Legal Recruiter at Flare and Marble Law. Austen's journey represents one we appreciate immensely on this podcast. A unique journey. Austen decided to go to Law School, by the seat of his pants, and decided in one moment he was going to take the LSAT and arrive at Law School. His journey showed off the hardships he endured throughout, including medical issues as a result of burnout, which he not only experienced once, but twice throughout his journey. Overcoming these moments made him stronger and showed him that these stories turned out to be the most relatable part of himself. Austen also shows through his story the power of skill stacking, and gaining a new skill at each job, and each turn in life. His attitude towards life is one that everyone can gain something from. Go out and take action, and figure the rest out later. This episode with Austen further proves the hypothesis I started the podcast about. There is no straight path in the legal field, only your Unique Journey to it. Austen's LinkedIn: https://www.linkedin.com/in/austenlott/Be sure to check out the Official Sponsors for the Lawyers in the Making Podcast:Rhetoric - Empowers your teaching and training with AI that strengthens learning, protects integrity, and proves authentic understanding, for students and professionals alike, with CICERO. Find them here: userhetoric.comThe Law School Operating System™ Recorded Course - This course is for ambitious law students who want a proven, simple system to learn every topic in their classes to excel in class and on exams. Go to www.lisablasser.com, check out the student tab with course offerings, and use code LSOSNATE10 at checkout for 10% off Lisa's recorded course!Start LSAT - Founded by former guest and 22-year-old superstar, Alden Spratt, Start LSAT was built upon breaking down barriers, allowing anyone access to high-quality LSAT Prep. For $110, you get the Start LSAT self-paced course, and using code LITM10, you get 10% off the self-paced course! Check out Alden and Start LSAT at startlsat.com and use code LITM10 for 10% off the self-paced course!Lawyers in the Making Podcast is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Get full access to Lawyers in the Making Podcast at lawyersinthemaking.substack.com/subscribe

On this episode, Jennifer Towner joins the show to discuss “The Buzz” and other events taking place in 2026. We’ll also be discussing the new Live Grout Free website designed by SpredX. The post 264: What's Happening in 2026? Discussing ICPA Events This Year with Jennifer Towner first appeared on Cast Polymer Radio.

War of the Roses is our Valentine’s test of love. If you’re not completely sure your partner is loyal, you send us your story, and we step in. We call your partner pretending to be from the Marble Group, offering a romantic Valentine’s experience, and we listen to who they choose to share it with. You… or someone else. Sometimes the truth comes out when people think no one is watching. We’re starting with Lerato from Kibler Park, Joburg South. She’s been with Simphiwe since 2018 after meeting on Facebook. She says he’s always been supportive, even helping her go back to school and paying for her registration. They love going out, he’s a big foodie, and they’ve had a good thing going but lately, he’s been secretive with his phone, taking calls in private, and it’s making her uneasy. So today, we’re calling Simphiwe to see one thing… when the Marble Valentine’s spoil is on the table, does he choose Lerato? Or someone else We called Simphiwe to tell him that he has won a dinner at the Marble group, but the question is... Who will he take with him? Hang out with Anele and The Club on 947 every weekday morning. Popular radio hosts Anele Mdoda, Frankie du Toit, Thembekile Mrototo, and Cindy Poluta take fun to the next level with the biggest guests, hottest conversations, feel-good vibes, and the best music to get you going! Kick-start your day with the most enjoyable way to wake up in Joburg. Connect with Anele and The Club on 947 via WhatsApp at 084 000 0947 or call the studio on 011 88 38 947Thank you for listening to the Anele and the Club podcast..Listen live on Primedia+ weekdays from 06:00 to 09:00 to Anele and the Club broadcast on 947 https://buff.ly/y34dh8Y For more from the show go to https://buff.ly/gyWKIkl or find all the catch-up podcasts here https://buff.ly/K59GRzu Subscribe to the 947s Weekly Newsletter https://buff.ly/hf9IuR9 Follow us on social media:947 on Facebook: https://www.facebook.com/947Joburg/ 947 on TikTok: https://www.tiktok.com/@947joburg947 on Instagram: https://www.instagram.com/947joburg947 on X: www.x.com/947 947 on YouTube: https://www.youtube.com/@947JoburgSee omnystudio.com/listener for privacy information.

Marcus talks the future of the great Chateau Tongariro, pool halls, and the King of Romance is returning to NZ! LISTEN ABOVE See omnystudio.com/listener for privacy information.

When an American couple rents a charming Scottish cottage to escape tragedy, they discover a chilling local legend: the marble statues of two murderous knights rise from their tombs every Halloween night and return to the home that was once theirs. | Man-Sized In Marble | #RetroRadio EP0579CHAPTERS & TIME STAMPS (All Times Approximate)…00:00:00.000 = Show Open00:01:30.028 = CBS Radio Mystery Theater, “Man-Sized In Marble” (April 12, 1977) ***WD00:45:31.204 = Dimension X, “To The Future” (May 27, 1950) ***WD01:15:12.081 = The Strange Dr. Weird, “Revenge From The Grave” (May 15, 1945) ***WD01:27:20.451 = The Creaking Door, “Anna” (December 21, 1964) ***WD01:54:12.587 = 11th Hour, “Let the Play Begin” aka “Invitation to Death” (January 28, 1960) ***WD02:19:27.249 = Escape, “Conqueror's Isle” (March 05, 1949)02:48:53.811 = Everyman's Theater, “Cat Wife” (October 18, 1940)03:17:53.218 = Murder By Experts, “The Big Money” (July 25, 1949)03:47:18.939 = Exploring Tomorrow, “Made In Avak” aka “Fair Fight” (March 12, 1958) ***WD04:03:07.393 = Faces In The Window, “Pit And The Pendulum” (January 24, 1953) ***WD04:34:06.774 = Dark Fantasy, “Headless Dead” (January 23, 1942)04:58:26.224 = Show Close(ADU) = Air Date Unknown(LQ) = Low Quality***WD = Remastered, edited, or cleaned up by Weird Darkness to make the episode more listenable. Audio may not be pristine, but it will be better than the original file which may have been unusable or more difficult to hear without editing.Weird Darkness theme by Alibi Music LibraryABOUT WEIRD DARKNESS: Weird Darkness is a true crime and paranormal podcast narrated by professional award-winning voice actor, Darren Marlar. Seven days per week, Weird Darkness focuses on all thing strange and macabre such as haunted locations, unsolved mysteries, true ghost stories, supernatural manifestations, urban legends, unsolved or cold case murders, conspiracy theories, and more. On Thursdays, this scary stories podcast features horror fiction along with the occasional creepypasta. Weird Darkness has been named one of the “Best 20 Storytellers in Podcasting” by Podcast Business Journal. Listeners have described the show as a cross between “Coast to Coast” with Art Bell, “The Twilight Zone” with Rod Serling, “Unsolved Mysteries” with Robert Stack, and “In Search Of” with Leonard Nimoy.= = = = ="I have come into the world as a light, so that no one who believes in me should stay in darkness." — John 12:46= = = = =WeirdDarkness® is a registered trademark. Copyright ©2025, Weird Darkness.= = = = =#ParanormalRadio #ScienceFiction #OldTimeRadio #OTR #OTRHorror #ClassicRadioShows #HorrorRadioShows #VintageRadioDramas #WeirdDarknessCUSTOM WEBPAGE: https://weirddarkness.com/WDRR0579

This episode puts John's taste in board games under the microscope!

On this episode, Daniel Murphy, founder of Alcove Media, joins the podcast. His company helps companies turn trade shows from expensive branding exercises into measurable revenue engines. Daniel works closely with technology companies that invest heavily in expos but struggle to connect booth traffic to real sales outcomes. Daniel breaks down why most trade shows fail to... The post 263: Trade Show ROI Strategies: How to Turn Booth Traffic into Business first appeared on Cast Polymer Radio.

Where the heck is Highguard? Also, Kratos has been cast, RE:R got showcased today, Tomb Raider series gives us a look at Sophie Turner in the role, Ubisoft doing more Ubisoft things, we have an end date for New World, the end of Anthem this week, and more. We played Cozy Caravan, Marble's Marbles, Find my Buddy, OddCore, Trails in The Sky 1st Chap, FF VII remake, Yakuza Kiwami 2, FFI and IV, and a little Yakuza Pirates. Plus your emails and more! Hosted on Acast. See acast.com/privacy for more information.

Where the heck is Highguard? Also, Kratos has been cast, RE:R got showcased today, Tomb Raider series gives us a look at Sophie Turner in the role, Ubisoft doing more Ubisoft things, we have an end date for New World, the end of Anthem this week, and more. We played Cozy Caravan, Marble's Marbles, Find my Buddy, OddCore, Trails in The Sky 1st Chap, FF VII remake, Yakuza Kiwami 2, FFI and IV, and a little Yakuza Pirates. Plus your emails and more! Hosted on Acast. See acast.com/privacy for more information.

The National Provisioner Multimedia Specialist Brett Parker sits down with Andrew Baltz, chief operating officer of Creekstone Farms, and Chafik Barbar, CEO of Marble, as they discuss their recent collaboration on bringing AI-automation to Creekstone's Kansas plant.  In this interview, Baltz and Barbar discuss how plant workflow will improve with their automation efforts, how AI will change the entire meat industry moving into the future, and things meat companies can do right now to integrate themselves with this emerging technology.

So many of us are walking around tired — not just physically, but soul-tired. Tired of striving. Tired of proving. Tired of carrying versions of ourselves that were never meant to be permanent. In this episode, I invite you into a gentle and sacred conversation about true identity, surrender, and becoming who God created you to be. Using the beautiful story of Michelangelo carving the angel from marble and the timeless parable of the two wolves within us, this episode explores: ✨ Why you are not broken — you are being revealed ✨ The difference between your protective self and your true self ✨ How what you “feed” in your mind and heart shapes who you become ✨ Why becoming often looks like letting go ✨ What it means to stop striving and start trusting ✨ How to live from peace, love, and truth instead of fear and performance This episode is a reminder that you don't need to create yourself — you need to uncover yourself. The masterpiece is already within you. The angel is already in the marble. And God is gently, lovingly at work — setting you free.

In this solo episode, we talk about what is REALLY standing between you and your dreams, and how to remove the obstacles.  If you've been circling around the same goal for months (or years), telling yourself you'll begin "when you're less busy, when you're ready, or when you feel more confident about it," this conversation will hit home. Using the metaphor of a solid block of marble, Kate shares eight common beliefs that disguise the real obstacles—fear, overthinking, avoidance, perfectionism, friction, clutter, and outdated identity patterns. You'll learn: Why your dream doesn't require more time—but does require removing what's in the way How negative self-talk, uncertainty, and "busy brain" tasks masquerade as lack of motivation What Stoicism, hurricanes, and 75 Hard taught Kate about imperfect conditions The difference between rocking-chair tasks and true needle movers Why readiness, motivation, and discipline only show up after you begin How accountability, support, and reframing can help you start chiseling away Whether your goal is to write a book, launch a project, shift careers, or simply feel less overwhelmed, this episode will help you chip away at the noise and find the sculpture underneath. Connect with Kate: Instagram: @kkayaian Grab the book: Beyond Potential — your guide to building a life that fits who you've become. Subscribe to The Weekend List Work with Kate 1:1: Schedule a free discovery call today Book Kate to Speak: www.katekayaian.com

Dry January/Hobbies/Food Pyramid/Girl Scout Cookies/Sports.

What does it take to turn personal adversity into a transformative entrepreneurial vision? On this episode of The Angel Next Door Podcast, Marcia Dawood sits down with Kristin Thomas, founder of the Marble Collective, to explore the intersection of personal legacy, financial empowerment, and the urgency of creating spaces for women leaders to shine. This conversation sparks essential questions about how our life experiences shape the opportunities we pursue—and the lasting impact we hope to leave.Kristin Thomas brings a remarkable mix of personal resilience and professional drive to the table. With a background in psychology, real estate investing, and brokerage, her journey is deeply rooted in learning, adapting, and overcoming setbacks—including profound financial loss early in her life. These formative moments ultimately inspired her to launch Marble Collective, an AI-powered platform designed to capture, amplify, and preserve the digital legacy of women leaders, making their wisdom and achievements accessible to future generations.In this inspiring episode, listeners are invited behind the scenes of Marble Collective's mission to unlock and scale the influence of women role models, redefine digital legacy, and disrupt traditional social platforms. Kristin Thomas reveals how Marble stands apart from networks like LinkedIn, automating the creation of rich media portfolios and personalized learning experiences that foster authentic dialogue, not just self-promotion. This episode is a must-listen for anyone passionate about empowering women, building lasting community, and leveraging technology to amplify voices that have historically been marginalized. If you believe in the power of legacy and innovation, you won't want to miss this conversation. To get the latest from Kristin Thomas, you can follow her below!https://www.linkedin.com/in/kristin-thomas-1092a01b/ https://www.marblecollective.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Kids/Vacations/Dry Skin/Food/Farts.

Il y a les miracles de Noël, il y a les miracles du Nouvel An et puis il y a le classement des blockbusters de l'année. Qui sera le grand gagnant de l'année ? Quid des films de plateformes ? Quelles sont les grosses machines qui se sont cassé la gueule cette année ?  C'est notre marronnier qu'on adore faire, et cette fois-ci, on a pu avoir Stéphane parmi nous. Ou bien s'agit-il d'une IA ? Ou d'un autre Stéphane, qui sait ? Pas de reco à proprement parler dans cet épisode, vous le savez sans doute, les épisodes BLOCKBUSTERS sont une reco du début à la fin. Bonne écoute ! Et meilleurs voeux ! Montage: Baptiste Bertrand Et on remercie comme toujours chaleureusement nos généreux Patreotes ! SinnersOne battle after anotherSupermanBalle perdue 3Thunderbolts*28 ans plus tardAvatar : Fire & AshBallerinaThe GorgePredator: BadlandsHavocRunning ManMickey17Naked GunHow to train your DragonJurassic World RebirthMission Impossible: Final ReckoningF1Tron ArèsKarate Kid LegendsFantastic Four : First StepsWicked for GoodLilo & StitchCaptain America Brave New WorldSnow WhiteThe Electric StateKaamelott deuxième volet partie 1Dracula : A Love TaleMinecraft

Fred Talley's Hard Truth: Diggin' Up the Dirt on Jasper's Famous Marble! Howdy, folks! Fred Talley here from Faith Pest Control. You know, most folks look at a big, beautiful marble slab and think about how fancy it looks. But me? I look at that giant rock and think about how much honest, back-breaking labor it took to get it out of the ground! Just like there's no quick fix for a German cockroach problem, there's no easy way to wrestle that famous Georgia marble out of the earth. Jasper and Pickens County are called the “Marble Capital of Georgia” for a reason. This marble is so pure, they’ve used it in places like the Lincoln Memorial, the New York Stock Exchange, and all sorts of fancy buildings. It’s truly a Georgia treasure. Now, while you can’t just wander onto a working quarry whenever you like—they've got big machinery and big safety rules, which I respect!—there are some excellent, popular ways to see this magnificent stone and learn the history. Here are the top places to see and learn about the famous Georgia Marble: 1. The Annual Georgia Marble Festival Quarry Tours This is the big event, folks. If you want to see the largest open-pit marble quarries in the world, you gotta come during the annual Georgia Marble Festival. It's held on the first full weekend of October every year. Why I Like It: This is the only time the public gets a dedicated bus tour of the actual quarries. You get to see the marble in its natural state and learn about the history of the industry, going back to the late 1800s. They also have marble sculpting demonstrations, a parade, and great festival food. It’s a full celebration of what makes this county great! Pest-Free Pro-Tip: Festivals attract big crowds, which means careful sanitation management is a must. The fact that this festival runs like a well-oiled machine every year tells me they've got their logistics down pat—and that includes keeping the grounds clean, which is priority number one for keeping pests away! 2. The Pickens County Marble History Museum If you want to understand why this stone is so important, head on over to the Marble Museum at Lee Newton Park in Jasper. Why I Like It: This is where you can see the history that paved the way for all that beautiful marble. You'll learn about the entrepreneurs, like the Tate family, who built the Georgia Marble Company and made this area famous. They also talk about how marble is used in surprising ways—did you know crushed marble is in things like toothpaste and antacids? Hard to believe a bug would touch that! Pest-Free Pro-Tip: A museum is all about preservation. They are keeping fragile documents and historical artifacts safe. To do that, they have to maintain an environment that is totally sealed off and protected from moisture, insects, and rodents. It takes careful, professional work, the kind of detailed work we do every day at Faith Pest Control. 3. The Historic Tate House (The Pink Palace) Just a short drive from Jasper in the community of Tate, you'll find the famous Tate House. Colonel Sam Tate, the man who eventually led the Georgia Marble Company, built this magnificent home. Why I Like It: It's a gorgeous mansion, listed in the National Register of Historic Places, and it's built almost entirely out of the local, famous pink marble. It stands as a powerful testament to the wealth and importance the marble industry brought to the region. While it's privately owned, it's one of the most photographed spots and a key landmark on the Georgia Marble Story Trail. Pest-Free Pro-Tip: Building a house out of solid, local marble? That’s a structural barrier that even the toughest termite is going to have a hard time chewing through! It's the ultimate form of pest-resistant construction. So, if you're looking to see a piece of history that's as solid and enduring as a promise from me, Fred Talley, you need to check out Jasper's marble heritage. It truly is a remarkable industry! Now, go enjoy the monuments. And remember, if you have any foundation problems that aren’t solid marble, you know who to call! We'll get rid of the pests, or you won’t owe us a penny. That's the Faith Pest Control $25.00 back guarantee!The post Marble News in Jasper Georgia first appeared on Faith Pest Control.

Theatre kids, rise up! Today we meet John Yates and the young people decide to put on a play. Edmund is NOT a fan of this idea. Julia finally gets her answers about Henry's feelings.Topics discussed include the pettiness of theatre kids, Edmund and Tom's power struggles, Jane Austen's involvement with theatre, Edmund's overall wussiness, the plot of Lovers' Vows, and Julia's comeback.The young people of Mansfield Park are making theatre, and so is our very own audio producer, Graham! Come see him in a brand-new work called The Marble in My Mouth on January 9th and 10th at 7:00 and 8:30 PM! Performances are at Stella Adler Center for the Arts in New York City. Get your tickets HERE! Patron Study Questions this week come from Judith, Diana L., Kaitlyn, and Avi.Topics discussed include the modern equivalence of Lovers' Vows, theatre kids flirting with each other, the characters' feelings about the play, and Fanny's reaction to the play at the end of the chapters.Becca's Study Questions: Topics discussed include how theatre is moving the story along and the scandal of Maria's participation in the play.Funniest Quote(s): “As he said this, each looked towards their mother. Lady Bertram, sunk back in one corner of the sofa, the picture of health, wealth, ease, and tranquility, was just falling into a gentle doze, while Fanny was getting through the few difficulties of her work for her.”“If I must give my opinion, I have always thought it the most insipid play in the English language - I do not wish to make objections, I shall be happy to be of any use, but I think we could not choose worse.”Questions moving forward: Who's watching this play? Will Julia participate? Will Fanny try to stop the play? Will Fanny try to stop it?Who wins the chapters? Julia!!!Glossary of Terms and Phrases: baize (n): a coarse, typically green woolen material resembling felt, used especially for covering pool, snooker, and billiard tables.by the ears: to cause to dispute or quarrelGlossary of People, Places, and Things: Austenland, Only Murders in the Building, Spring Awakening, Spring Awakening, Hair, Rent, Prince Faggot, The Vagina Monologues, ZanessaNext Episode: Mansfield Park Chapters 15-16Our show art was created by Torrence Browne, and our audio is produced by Graham Cook. For bios and transcripts, check out our website at podandprejudice.com. Pod and Prejudice is transcribed by speechdocs.com. To support the show, check out our Patreon! Check out our merch at https://podandprejudice.dashery.com.Instagram: @podandprejudiceTwitter: @podandprejudiceFacebook: Pod and PrejudiceYoutube: Pod and PrejudiceMerch store: https://podandprejudice.dashery.com/

On this episode, designer Elizabeth Lord-Levitt joins the show to share some of the biggest kitchen and bath design trends of 2026.  Elizabeth has an extensive background in the remodeling industry, as the lead designer for a highly regarded Design-Build firm in Denver, and will be moderating a panel at KBIS in February.  The post 262: Discussing Kitchen and Bath Design Trends Ahead of KBIS 2026 with Designer Elizabeth Lord-Levitt first appeared on Cast Polymer Radio.

Thursday, 25 December 2025   So Jesus said, “Are you also still without understanding? Matthew 15:16   “And Jesus, He said, ‘And yet, you, you are unintelligent!'” (CG).   In the previous verse, Peter came to Jesus and said, “You expound to us this parable.” With that, Matthew records, “And Jesus, He said.”   Jesus' response is not a question. Rather, it will be a statement. He has been instructing them on matters, and they have been unable to put His words into intelligent meaning in their minds. Therefore, what He says is an emphatic declaration. It is also in the plural. He is speaking to all of the disciples, “And yet, you, you are unintelligent!”   There are two new words. The first one, akmén, means “a point.” The idea is that it refers to a point in time. If one were to coin a new word to suit the literal meaning while conveying the intent, the word “pointly” would get the point across. Someone should consider coining it in this context.   For now, the adverb “yet” is sufficient. The point in time is reached, and yet, there is something that is awry. That leads to the next new word, the adjective asunetos, unintelligent. It comes from a, the particle of negation, and sunetos, to mentally put together, and thus sagacious.   HELPS Word Studies says, “foolish because incoherent (failing to ‘put facts together').” Also, “a person failing to structure information in a meaningful way, and therefore unable to reach necessary conclusions.” The word is often translated as “without understanding.” A single word that exactingly describes the person is “unintelligent.”   Jesus isn't asking them if they are yet without understanding. He is affirming that they are, as yet, unintelligent. They have heard His words, and they have not learned to come to proper conclusions concerning what He is saying. This will continue even till the time of His crucifixion.   Life application: It may seem harsh for Jesus to say to His disciples so directly that they are foolish or unintelligent, but it is not at all uncommon in Scripture. Such words are used throughout the Old Testament when referring to the people of Israel –   “When its boughs are withered, they will be broken off; The women come and set them on fire. For it is a people of no understanding; Therefore He who made them will not have mercy on them, And He who formed them will show them no favor.” Isaiah 27:11   Such examples are common. The Lord rebukes the people for their lack of heeding Him, attending to His words, etc. In our modern society, it is considered offensive to say directly to people that they are foolish, unwise, unintelligent, and so forth. But to coddle people unwilling to engage their brains will lead to a generation of people who truly are unintelligent.   If we remain in a slumber, without rebuke for our unwillingness to learn, there is no incentive to strive for better. When everyone on a team gets the same award, there is no reason for anyone to strive to be the best. The Bible unashamedly says otherwise –   “Do you not know that those who run in a race all run, but one receives the prize? Run in such a way that you may obtain it.” 1 Corinthians 9:24   In fact, striving for what is right is so important that Jesus instructs those of Israel to do so with the thought of eternal consequences for not doing so –   “Strive to enter through the narrow gate, for many, I say to you, will seek to enter and will not be able.” Matthew 13:24   When we approach matters of life, we should take time, demonstrating patient perseverance and wholehearted dedication to the task at hand. Marble will not tolerate an impatient and impulsive sculptor. Rather, the one who is wise with the hammer and chisel will slowly and methodically pay attention to the task set before him, mentally shutting out what will distract him.   If this is so for worldly things, how much more dedicated and patient should we be in our pursuit of God and of obtaining right understanding in His word? Are we so foolish as to strive for the best in polishing our car but neglect the eternal rewards there are for seeking God as He intends for us?   Jesus pointedly said to His disciples, “And yet, you, you are unintelligent!” Is He speaking the same to us today? Or is He pleased with our pursuit of who He is, as we attend carefully to His words? Let us receive a word of commendation from Him as we rise each day to consider Him and reflect on His majesty.   Lord God, thank You for the rebukes of life that spur us on to greater achievements. Yes, words of chastisement can be painful at the time, but we know that they are normally working for something better in us if we just pay heed. May we learn the lessons from them and strive to excel as we seek You in Your superior word. Amen.

In those days Caesar Augustus issued a decree that a census should be taken of the entire Roman world. (Gospel of Luke) Ee54 15-Minute History podcast available at https://amzn.to/47uUOup Gospel of Luke available at https://amzn.to/45vVii4 ENJOY Ad-Free content, Bonus episodes, and Extra materials when joining our growing community on https://patreon.com/markvinet SUPPORT this channel by purchasing any product on Amazon using this FREE entry LINK https://amzn.to/3POlrUD (Amazon gives us credit at NO extra charge to you). Mark Vinet's HISTORY OF NORTH AMERICA podcast: www.parthenonpodcast.com/history-of-north-america Mark's TIMELINE video channel: https://youtube.com/c/TIMELINE_MarkVinet Website: https://markvinet.com/podcast Facebook: https://www.facebook.com/mark.vinet.9 Twitter: https://twitter.com/HistoricalJesu Instagram: https://www.instagram.com/denarynovels Mark's books: https://amzn.to/3k8qrGM Audio credits: 15-Minute History podcast (episode: Caesar Augustus-From Clay to Marble, Nov. 1, 2021). Audio excerpts reproduced under the Fair Use (Fair Dealings) Legal Doctrine for purposes such as criticism, comment, teaching, education, scholarship, research and news reporting.See omnystudio.com/listener for privacy information.

Caesar Augustus was the first Emperor and founder of the Roman Empire, and the man in power when Jesus was born. He reigned from 27BC until 14AD. Ee53. 15-Minute History podcast available at https://amzn.to/47uUOup Gospel of Luke available at https://amzn.to/45vVii4 ENJOY Ad-Free content, Bonus episodes, and Extra materials when joining our growing community on https://patreon.com/markvinet SUPPORT this channel by purchasing any product on Amazon using this FREE entry LINK https://amzn.to/3POlrUD (Amazon gives us credit at NO extra charge to you). Mark Vinet's HISTORY OF NORTH AMERICA podcast: www.parthenonpodcast.com/history-of-north-america Mark's TIMELINE video channel: https://youtube.com/c/TIMELINE_MarkVinet Website: https://markvinet.com/podcast Facebook: https://www.facebook.com/mark.vinet.9 Twitter: https://twitter.com/HistoricalJesu Instagram: https://www.instagram.com/denarynovels Mark's books: https://amzn.to/3k8qrGM Audio credits: 15-Minute History podcast (episode: Caesar Augustus-From Clay to Marble, Nov. 1, 2021). Audio excerpts reproduced under the Fair Use (Fair Dealings) Legal Doctrine for purposes such as criticism, comment, teaching, education, scholarship, research and news reporting. See omnystudio.com/listener for privacy information.

Farts/Wrapping Paper/Breast Feed Kids/Nothing Shower/Snakes/Logs.

Stress/Job/Chocolate/Ted/Flying.

Dogs/Brains/Apps/Empty Nest/Burgers.

The Inauguration and the New England Tour — Nathaniel Philbrick — Philbrick recounts Washington'sinauguration ceremony, noting his emotional collapse immediately following the ritual, which revealed him not as an impassive "marble man" but as a human profoundly terrified of the political road ahead. Philbrick draws historical parallels between this psychological moment and a near-fatal fall experienced by artist N.C. Wyeth. Washingtonsubsequently undertook a systematic tour of New England to unify the fractured nation, deliberately balancing his role as a man of the people—staying in public taverns among ordinary citizens—with the constitutional dignity of his new office. Philbrick highlights oral traditions documenting Washington gently reminding awestruck observers that he was merely "only a man" despite his historical prominence. 1840

Fei-Fei Li is a Stanford professor, co-director of Stanford Institute for Human-Centered Artificial Intelligence, and co-founder of World Labs. She created ImageNet, the dataset that sparked the deep learning revolution. Justin Johnson is her former PhD student, ex-professor at Michigan, ex-Meta researcher, and now co-founder of World Labs.Together, they just launched Marble—the first model that generates explorable 3D worlds from text or images.In this episode Fei-Fei and Justin explore why spatial intelligence is fundamentally different from language, what's missing from current world models (hint: physics), and the architectural insight that transformers are actually set models, not sequence models. Resources:Follow Fei-Fei on X: https://x.com/drfeifeiFollow Justin on X: https://x.com/jcjohnssFollow Shawn on X: https://x.com/swyxFollow Alessio on X: https://x.com/fanahova Stay Updated:If you enjoyed this episode, please be sure to like, subscribe, and share with your friends.Follow a16z on X: https://x.com/a16zFollow a16z on LinkedIn:https://www.linkedin.com/company/a16zFollow the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXFollow the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see http://a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scolding/Contact Lenses/Tree's for Soldiers/ Columbia Sportswear/Music.

Smart Phones/Women/Vaping/Divorce/Singers.

Your favorite content creators are dropped straight into the heart of the Cosmere: an Emuli battlefield on Roshar, set shortly before the events of Rhythm of War. Charged with delivering critical intel to Jasnah Kholin, six strangers must cut a path through the chaos of war as Odium's Singers clash with Coalition forces. To reach their goal, they will descend into hidden tunnels, face nightmares on the front lines, and make choices that could save thousands… or cost more than any of them are willing to pay. There is a second podcast episode! Listen to the second half here (http://cosmereconversations.fireside.fm/187) This episode is an audio version of a filmed event that can be watched on youtube here. (https://youtu.be/fSIhrINcIhA) Support this podcast by becoming a Patron on Patreon (https://www.patreon.com/CosmereConversations) Game Master - Tyler ( @CosmereConvo ) Tuna - @EdgedancingThroughLife Ashana - @Stormlight_Memes Deraz - @cosmerejunkie7931 Naco - @jacksupertoast Yalvta - @Bookborn Relio - Ross Leiser from @BrotherwiseGames ‘The Cost of War' was written by Tyler Shotwell with inspiration from the film 1917 by Sam Mendes. This episode features music by The Black Piper, used with permission for promotional purposes. Music by The Black Piper can be found on all major platforms. For more information about The Black Piper and their music, visit theblackpiper.com. This episode features maps directly from Forgotten Adventures or created with assets from the Forgotten Adventures team by supporting them on Patreon. Find out more by visiting https://www.forgotten-adventures.net Artwork was (amazingly) done by - Madi VanDoren ( @madivandoren ) Intro/Outro music is A Motivating Story by - EVGENY (Crab_Audio) "Soldier, King, Honor" written by - Krishna Patel with vocals by Brooke Shotwell Editing and Production by - Tyler ( @CosmereConvo ) Socials managed by - Krishna and Cate (check them out here: https://linktr.ee/ShardOfOpportunity) Intro of Players and Characters - 0:00 - 14:00 A Storm Brings Warning - 14:01 - 36:10 Show Off Those Talents - 36:11 - 1:51:52 The Battlefield Before You - 1:51:53 - 2:16:15 Tunnel Endeavor - 2:16:16 - 2:29:15 A Trench of Marble - 2:29:16 - 2:43:29 The Burning Village - 2:29:30 - 4:39:02 One Who Sings and Soars - 4:39:03 - 4:54:30 Convincing the Elsecaller - 4:54:31 - 5:35:38 Our heroes Say Goodbye - 5:35:39 - 5:49:30

Your favorite content creators are dropped straight into the heart of the Cosmere: an Emuli battlefield on Roshar, set shortly before the events of Rhythm of War. Charged with delivering critical intel to Jasnah Kholin, six strangers must cut a path through the chaos of war as Odium's Singers clash with Coalition forces. To reach their goal, they will descend into hidden tunnels, face nightmares on the front lines, and make choices that could save thousands… or cost more than any of them are willing to pay. This is part two! Listen to the first half here (http://cosmereconversations.fireside.fm/186) This episode is an audio version of a filmed event that can be watched on youtube here. (https://youtu.be/fSIhrINcIhA) Support this podcast by becoming a Patron on Patreon (https://www.patreon.com/CosmereConversations) Game Master - Tyler ( @CosmereConvo ) Tuna - @EdgedancingThroughLife Ashana - @Stormlight_Memes Deraz - @cosmerejunkie7931 Naco - @jacksupertoast Yalvta - @Bookborn Relio - Ross Leiser from @BrotherwiseGames ‘The Cost of War' was written by Tyler Shotwell with inspiration from the film 1917 by Sam Mendes. This episode features music by The Black Piper, used with permission for promotional purposes. Music by The Black Piper can be found on all major platforms. For more information about The Black Piper and their music, visit theblackpiper.com. This episode features maps directly from Forgotten Adventures or created with assets from the Forgotten Adventures team by supporting them on Patreon. Find out more by visiting https://www.forgotten-adventures.net Artwork was (amazingly) done by - Madi VanDoren ( @madivandoren ) Intro/Outro music is A Motivating Story by - EVGENY (Crab_Audio) "Soldier, King, Honor" written by - Krishna Patel with vocals by Brooke Shotwell Editing and Production by - Tyler ( @CosmereConvo ) Socials managed by - Krishna and Cate (check them out here: https://linktr.ee/ShardOfOpportunity) Intro of Players and Characters - 0:00 - 14:00 A Storm Brings Warning - 14:01 - 36:10 Show Off Those Talents - 36:11 - 1:51:52 The Battlefield Before You - 1:51:53 - 2:16:15 Tunnel Endeavor - 2:16:16 - 2:29:15 A Trench of Marble - 2:29:16 - 2:43:29 The Burning Village - 2:29:30 - 4:39:02 One Who Sings and Soars - 4:39:03 - 4:54:30 Convincing the Elsecaller - 4:54:31 - 5:35:38 Our heroes Say Goodbye - 5:35:39 - 5:49:30 Support this podcast by becoming a Patron on Patreon (https://www.patreon.com/CosmereConversations) Original music by David Gruwier (https://twitter.com/DGruwier). "Radiant" (https://www.youtube.com/watch?v=A5CFAZUv4C0) by David Gruwier.

Facial Hair/Aluminum Foil/Colon/Sleep Apnea/Wendy's.

Hosted on Acast. See acast.com/privacy for more information.

Animals/Thanksgiving/Entertaining/Smoking/Dinning.

Dr. Fei-Fei Li is known as the “godmother of AI.” She's been at the center of AI's biggest breakthroughs for over two decades. She spearheaded ImageNet, the dataset that sparked the deep-learning revolution we're living right now, served as Google Cloud's Chief AI Scientist, directed Stanford's Artificial Intelligence Lab, and co-founded Stanford's Institute for Human-Centered AI. In this conversation, Fei-Fei shares the rarely told history of how we got here—including the wild fact that just nine years ago, calling yourself an AI company was basically a death sentence.We discuss:1. How ImageNet helped spark the AI explosion we're living through2. Why world models and spatial intelligence represent the next frontier in AI, beyond large language models3. Why Fei-Fei believes AI won't replace humans but will require us to take responsibility for ourselves4. The surprising applications of Marble, from movie production to psychological research5. Why robotics faces unique challenges compared with language models and what's needed to overcome them6. How to participate in AI regardless of your role—Brought to you by:Figma Make—A prompt-to-code tool for making ideas realJustworks—The all-in-one HR solution for managing your small business with confidenceSinch—Build messaging, email, and calling into your product—Transcript: https://www.lennysnewsletter.com/p/the-godmother-of-ai—My biggest takeaways (for paid newsletter subscribers):https://www.lennysnewsletter.com/i/178223233/my-biggest-takeaways-from-this-conversation—Where to find Dr. Fei-Fei Li• X: https://x.com/drfeifei• LinkedIn: https://www.linkedin.com/in/fei-fei-li-4541247• World Labs: https://www.worldlabs.ai—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Dr. Fei-Fei Li(05:31) The evolution of AI(09:37) The birth of ImageNet(17:25) The rise of deep learning(23:53) The future of AI and AGI(29:51) Introduction to world models(40:45) The bitter lesson in AI and robotics(48:02) Introducing Marble, a revolutionary product(51:00) Applications and use cases of Marble(01:01:01) The founder's journey and insights(01:10:05) Human-centered AI at Stanford(01:14:24) The role of AI in various professions(01:18:16) Conclusion and final thoughts—References: https://www.lennysnewsletter.com/p/the-godmother-of-ai—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Fei-Fei Li and Justin Johnson are pioneers in AI. While the world has only recently witnessed a surge in consumer AI, they have long been laying the groundwork for the innovations transforming industries today.With the recent launch of Marble, the first product from their company World Labs, we are revisiting this conversation to explore the ideas that started it all. World Labs is focused on spatial intelligence, building Large World Models that can perceive, generate, and interact with the 3D world. Marble brings that vision to life, allowing anyone, from individual creators to major platforms, to generate 3D scenes directly from text or image prompts and turn complex 3D creation into a simple, creative process.In this episode, a16z general partner Martin Casado talks with Fei-Fei and Justin about the journey from early AI winters to the rise of deep learning and multimodal AI. From foundational breakthroughs like ImageNet to the cutting-edge realm of spatial intelligence, they discuss the evolution of the field and what is next for innovation at World Labs. Timecode:0:00 – The Next Decade of AI2:45 – Origins: Backgrounds of the Founders6:50 – The Rise of Deep Learning & ImageNet8:00 – Algorithmic Unlocks: Compute, Data, and Supervised Learning12:00 – From Predictive to Generative AI16:20 – The Journey to Spatial Intelligence18:35 – Defining Spatial Intelligence21:15 – 3D Data, Computer Vision, and Breakthroughs23:15 – Reconstruction vs. Generation in Computer Vision24:45 – Spatial Intelligence vs. Language Models29:00 – Applications: Virtual, Augmented, and Physical Worlds39:55 – Building World Labs: Team and Vision41:55 – The North Star: Measuring Success in Spatial Intelligence Resources:Learn more about World Labs: https://www.worldlabs.aiLearn more about Marble: https://Marble.WorldLabs.aiFind Fei-Fei on Twitter: https://x.com/drfeifeiFind Justin on Twitter: https://x.com/jcjohnssFind Martin on Twitter: https://x.com/martin_casado Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Forget text-to-video AI, we're rapidly moving into the text-to-world-generating AI models. What if you showed up to your Airbnb and the fridge was already fully stocked? It seems like there is NO uncanney valley when it comes to AI generated music. And does the Big Short guy have a point when he concern trolls about the AI CAPEX buildout? Fei-Fei Li's World Labs speeds up the world model race with Marble, its first commercial product (TechCrunch) Airbnb Will Test Adding Instacart Grocery Delivery to Its App in Services Push (Bloomberg) Are you listening to bots? Survey shows AI music is virtually undetectable (Reuters) 50,000 AI tracks flood Deezer daily – as study shows 97% of listeners can't tell the difference between human-made vs. fully AI-generated music (MusicBusinessWorldwide) The AI Bubble Is Ignoring Michael Burry's Fears (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Nicolle Wallace on every day American's growing anger at Donald Trump's failure to tackle their top issue - the rising cost of living.For more, follow us on Instagram @deadlinewhTo listen to this show and other MSNBC podcasts without ads, sign up for MSNBC Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hosted on Acast. See acast.com/privacy for more information.