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S&P Futures are positive higher this morning. Trade talks between the U.S. and China this weekend are in focus. President Trump indicated a major announcement this weekend and indications are that the White House will be lowering its tariffs on China, but they will likely remain elevated. Interesting data point were the figures on China exports which came in positive by 1.8% for April. Apparently, goods were rerouted to various Asian countries and away from the U.S. as exports to the U.S. tumbled. The Trump administration is likely to rescind some of the Biden-era AI chip curbs. Fed Speak highlights the economic calendar today as there are a host of Fed officials scheduled to talk today. Fed governor Adriana Kugler spoke this morning and indicated that unemployment at 4.2% is likely near the Fed's maximum unemployment goal. On the earning front, MCK, NET, DKNG, TKO, TTD, PINS & MCHP are higher after their earnings announcements.
S&P Futures are seeing a strong move higher this morning as President Trump is expected to announce the framework of trade agreement with the U.K. this morning. The UK deal is widely seen as the easiest to secure, given the close economic and cultural ties between the two countries and their nearly balanced trade flows. In Fed Chairman Jerome Powell's press conference yesterday, he was cautious on the state of the economy due to the latest confidence data and indicated that the Fed will need more data before taking any monetary policy action. COST reported strong April sales data last night. Key economic data point for today is this morning Jobless Claims report, estimates are for the number to come in at +230k. On the earning front, APP, BUD, CVNA are higher after their earnings announcements, ARM and FTNT are lower. After the bell today MCK, COIN, NET, DKNG & TTD are set to report.
S&P Futures are trading higher this morning with markets displaying positive action on an easing of trade tensions between the U.S. & China. China said that it was mulling a halt to the trade war, but only if the U.S. considered canceling unilateral tariffs. Markets continue to focus on earnings, AAPL and AMZN are displaying losses this morning are earnings releases Thursday night. Next week PLTR, F, DDOG, AMD, ANET, UBER, DIS, NVO, ARM, APP, DASH, SHOP, MCK, DKNG & COIN are set to release. On the economic front, this morning's Non-Farms Payrolls report will be widely watched. There is an FOMC meeting next week, the Fed is expected to make to changes to its interest rate policy.
The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. 5 easy steps to clean your portfolio: https://moosemarkets.com/webinar Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://www.retirementloop.ca Why I prefer low yield vs high yield: https://moosemarkets.com/income Companies mentioned in this episode: AEM.TO, FNV.TO, TVK.TO, DOL.TO, ALA.TO, ELV, UNH, HCA, MCK.
Our lead story: tensions have boiled over between the Mohawk Council of Kanehsatà:ke and ousted Grand Chief Victor Bonspille, who alleges MCK misspent federal pandemic relief money.
A fusion of Afro House, Latin House, Afro Tech, and Urban House, bringing deep, melodic, and groovy energy to your party! Powered Sunset vibes guaranteed! instagram: / finandstanleyofficial spotify: https://open.spotify.com/intl-de/arti... bookings & contact: djaytwo@gmail.com Featuring sounds from @ELIZAvideo @rivoofficial @disclosure @ElizaDoolittleZerb @SofiyaNzau @TOMENZY @lucasestradamusic @Tanaka @DesRee_Official @Jabulile Majola @sevek1215 @Joki @Bran @Mannymore @AFRONOMMUSIC @lucasestradamusic @Paradise @cumbiafrica @Ankhoi @kassidrita6064 @Diplo @matjoemusic @TheRealCandiStaton @Motip White @InfinityInkMusic @Thee Suka @hoanglongmck @_yawappiah @nicodeandrea1923 @ThembaSA @Tasan @AndreaOliva @LivaK @AlexWann and @Meera Afro House Sunset – A Sound Experience Beyond Burning Man 00:00 - Rivo, Disclosure, Eliza Doolittle - You & Me (Rivo Remix) 03:22 - Zerb, Sofiya Nzau - Mwaki (Original Mix) 06:23 - Tom Enzy, Lucas Estrada, Tanaka - Baddie (Extended Mix) 09:19 - Desiree, Jabulile Majola - Khuluma Nami (Original Mix) 11:55 - SEVEK, Joki - coca (Extended Mix) 15:00 - Bran, Mannymore, AFRONOM - Lugar Favorito (Original Mix) 16:53 - Lucas Estrada, Paradise Inc., Cumbiafrica - Morenita (Original Mix) 19:45 - Ankhoi, Rita Kassid - Ohiboki (Original Mix) 24:18 - Diplo, Mat.Joe - Conga Rock (Original Mix) 27:11 - Candi Staton - Hallelujah Anyway (Larse Extended VIP) 33:10 - Motip White - Clean the Turbines (Meera Remix) 38:09 - Infinity Ink - Aya (THEMBA's Herd Remix) 40:25 - Thee Suka - Mano Mano (Notre Dame Remix) 43:18 - MCK, Yaw Appiah - The Warrior (Original Mix) 48:40 - Nico de Andrea, THEMBA (SA), Tasan - Disappear feat. Tasan (Andrea Oliva Extended Remix) 54:44 - Andrea Oliva, Liva K, Alex Wann - Cash Only (Andrea Oliva Extended Remix) Thanks for joining us on this musical adventure
S&P Futures are moving lower this morning as tech earnings disappoint and the sector is seen as being caught up in Trump's trade war. Chinese regulators are said to be reviewing the business practices of major tech firms (AAPL, GOOG, INTC & NVDA). The U.S Postal Service has suspended the acceptance of inbound parcels from China which is causing weakness in Chinese retailors. Talks are expected between Trump & XI in the coming days. GOOG, AMD, MDLZ & UBER are lower after earnings releases. After the bell today, ARM, QCOM, MSTR, MCK & F will be releasing. ADP Employment data is on tap this morning before the opening bell. RFK moved closer to confirmation which is creating volatility in vaccine and food stocks. Nissan may pull out of its merger with Honda. Oil prices are down due to the API inventory data which indicated a build in inventories.
Are you interested becoming a McKinsey/Bain/BCG (MBB) consultant after business school? Or are you a pre-MBA consultant interested in applying to a top business school? If the answer to either of these questions is yes, this is the podcast is for you. Today we sit down with Will Bachman. Will is the Co-Founder and Managing Partner of Umbrex, a firm providing rapid access to independent management consultants with experience at top-tier consulting firms. Today, Will and his team manage more than 1,000 independent consultants, over 90% of these consultants are alums of McKinsey, Bain, or BCG. Prior to founding Umbrex, Will spent four years as an Engagement Manager at McKinsey & Company eight years as a Submarine Officer in the U.S. Navy. Will also graduated from Harvard and earned his MBA from Columbia Business School. In the first part of this two part segment, Will and host Chandler share advice for pre-MBA consultants interested crafting applications that stand out when applying to top-tier MBA programs. In our next podcast, Will shares advice for MBA students hoping to land a top-tier consulting internship or full time job during or after B school. In this wide-ranging discussion Will and Chandler discuss: Advice for pre-MBA consultants applying to B school, Ways to make applications from consultants stand out from the crowd, Suggestions about how to make your MBA application stand out from other consultants, Ways to complement the traditional consultant skillset, Suggestions for those wanting to explore their passions—and expand their business acumen—prior to business school, Tips for how to combat self-doubt during the MBA application process, In addition to all kinds of great tips and suggestions, Will has also been kind enough to share a free Consulting Skills Self-Assessment module with podcast listeners. Will developed this module with other Umbrex consultants, which helps you rate your consulting skills across more than 50 areas: https://umbrex.com/resources/consulting-skills-self-assessment/
S&P Futures are displaying gains this morning after yesterday impressive rally. The markets are awaiting a monetary policy decision from the FOMC today. On the earnings front APP, ELF, LYFT, MCK, QCOM, DDOG & RL are higher after announcements. After the bell today, ANET, ABNB, TTD, SQ, DKNG & RIVN are scheduled to release. Data on Jobless Claims & 3Q Productivity & Cost to be released before the opening bell. In Europe, stocks are higher, The FTSE is only showing a minor gain ahead of today's BOE decision. Oil prices are showing some weakness this morning.
S&P Futures are higher this morning with the election outcome in focus. A Republican sweep of the house and senate means less gridlock. Bond yields are on the rise and the dollar is strengthening. Markets are likely to show strong momentum this morning. On the earnings front CVS, IRM, JKHY & PRGO are higher after announcements. After the bell today ARM, QCOM, GILD, MCK and LYFT are scheduled to release. The FOMC meeting begins today with an announcement scheduled for Thursday. In Europe, markets are higher and economic releases were positive. Oil prices are falling as the API's stockpile estimates indicated weakness ahead of today EIA report.
Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans? (00:45) Asit Sharma and Jason Moser discuss: The dock workers strike, its daily cost, and the industries it could impact most. Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competition. Fresh earnings from: Nike, Paychex, and McCormick. (19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we're airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow. (35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation. Stocks discussed: NKE, PAYX, MCK, PEP, JOBY Motley Fool Epic members can access the full conversation with David: Here on the TMF site (login required) On Spotify here after linking their accounts Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl Engineers: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player's perspective on money. (00:21) Emily Flippen and Matt Argersinger discuss: - Weak jobs data, inverted yield curve, and whether the market will cheer a larger rate cut this fall. - Why private equity is interested in Smartsheet and putting money into NFL franchises this season. - The latest earnings updates from: Toro, Docusign, and ABM Industries (19:11) Brandon Copeland played ten years in the NFL – now the linebacker is an ivy league professor, author, and advocate for college athletes. Copeland talks through his book Your Money Playbook, the realities of an NFL contract, and how some college players are finally getting their due. (34:45) Emily and Matt break down two stocks on their radar: McKesson and AO Smith. Stocks discussed: SMAR, DOCU, TTC, ABM, MCK, AOS Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Schubladendenken wird bei diesem Mann an seine Grenzen kommen: Forschender Biologie, Berater bei McKinsey, Weltbank, Bertelsmann Stiftung, PHINEO, Impact Investor – die Liste der Branchen und Berufsstationen ist lang und divers. Als einer der Gründer der PHINEO gAG hat er die NGO-Welt und Philanthropie neu gestaltet und maßgeblich mit beeinflusst. Gleichzeitig setzt er als Impact Investor auf die Macht des Kapitalmarkts für eine bessere Welt. Wir sprachen mit Dr. Andreas Rickert, Co-CEO Nixdorf Kapital und CEO Phineo gAG.
Nvidia's been on such a tear, it's tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is. (:21) Ron Gross and Bill Mann discuss: - How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market's returns are being driven by a few companies. - An luxury-fashion IPO that wasn't in Italy. - AI pushing Accenture through a slowdown in its core business and how Darden's Restaurant chains are holding up as pricing comes into focus for food . (19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer. (35:20) Ron and Matt break down two stocks on their radar: Old Dominion Freight Line and McCormick. Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Fawn Weaver Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
En organisk forudsætning for at opnå fuld kosmisk bevidsthed er, at mennesket har de to seksuelle poler i balance, ingen ægteskabeligt indstillet mand eller kvinde vil således kunne få kosmisk bevidsthed. The post OT041. Om feminin, maskulin, krig, klima og jordkloden. MCK 31.12.2017 appeared first on Ole Therkelsen.
En organisk forudsætning for at opnå fuld kosmisk bevidsthed er, at mennesket har de to seksuelle poler i balance, ingen ægteskabeligt indstillet mand eller kvinde vil således kunne få kosmisk bevidsthed. The post OT041. Om feminin, maskulin, krig, klima og jordkloden. MCK 31.12.2017 appeared first on Ole Therkelsen.
W tym odcinku z prof. Agnieszką Legucką z PISM i Uczelni Vistula mówimy o tym, jak Indie patrzą na rosyjską agresję na Ukrainę, czyli jak wyglądają stosunki Moskwa – Delhi, z Pekinem w tle. Drugi temat to tożsamość ukraińskich miast, jak widzą one na swoją historię. Z Żanną Komar z krakowskiego Międzynarodowego Centrum Kultury rozmawiamy, między innymi, o Odessie, Iwano – Frankiwsku, czyli dawnym Stanisławowie i Czerniowcach. Inspiracją jest wystawa w MCK poświęcona Odessie i sztuce XX wieku. Na antenie Trójki można było usłyszeć utwory: - Misza Prawylnyj - Tancjujut koty - Monatik - A szczo? Można je znaleźć na playlistach Radio Wschód w Spotify: https://cutt.ly/BRLGvhP i na YouTube https://tinyurl.com/3995skds Okładka przygotowana przy użyciu AI Lexica Po prostu Wschód w portalach społecznościowych: Kanał WhatsApp: https://whatsapp.com/channel/0029VaD6Ae17IUYMJUyd4Z1z Facebook: https://www.facebook.com/poprostuwschod Instagram: https://www.instagram.com/po_prostu_wschod/ Twitter: https://twitter.com/PogorzelskiP Po prostu Wschód na stronach Polskiego Radia: https://podcasty.polskieradio.pl/podcast/367 https://trojka.polskieradio.pl/audycja/10612 Przygotowanie audycji jest całkowicie sfinansowane przez Polskie Radio, jeśli jednak chcą Państwo mnie i tak wesprzeć, można to zrobić tu: https://patronite.pl/PiotrPogorzelski buycoffee.to/ppw
Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims & Hers is trying to get in on the action with a more available and affordable option. (00:21) Asit Sharma and Dylan Lewis discuss: - Hims & Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly. - A sneaky company that's another winner in the weight-loss market. - Wix's successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward. (14:52) Gym stocks haven't worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable. Companies discussed: HIMS, NVO, MCK, LLY, Wix Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Broadway's Mary Claire King puts her right shoe on first. Always. U guys, this week's BroadwayWorld Recap has some incredible casting announcements! Then I am joined by Broadway beauty and my dear friend, Mary Claire King! Mary Claire has been onstage in Chicago on Broadway since 2019, playing both the role of Liz in the ensemble, as well as covering the iconic role of Velma Kelly. She shares her experience maintaining her stamina in the longest running musical currently playing on Broadway, and the weight of the show's legacy. From performing opposite Patti LuPone and Christine Ebersole in War Paint, to kicking her face in the ensemble of the Broadway revival of My Fair Lady, MCK can truly do it all. She shares about her endeavors outside the realm of musical theater, and how she continues to hone her craft through dance class and vocal training. I adore Mary Claire, U don't want to miss this episode! Learn more about your ad choices. Visit megaphone.fm/adchoices
S&P Futures are trading lower this morning Earnings reports overnight and this morning are rather negative. The big story of the day is the Fed announcement at 2:00, yet historically the markets become more volatile during Fed Chairman Jerome Powell's press conference. Aftr the bell today we have earing due out from LLY, ABNB, MCK, PYPL, EA, DASH, ROKU & Z. In Europe, Equities are flat to higher and oil prices are higher this morning.
Mikael Berthiaume rode a rollercoaster into consulting at McKinsey, transitioned into the startup world, and is now prepping to go back to McK after his INSEAD MBA. In the fast-paced conversation, Mikael pulls back the curtain on:Mikael's journey from undergrad at a non-core school to McKinsey AnalystHis structured approach to networking and interview preparationThe importance of casting a wide net in consulting applicationsThe unexpected keys to landing a consulting roleWhy he stepped away from consulting to move into the startup realmTools, resources, and practices that have been crucial to his success in both consulting and startupsHis best advice for candidates with atypical backgroundsHow to work with Mikael and benefit from his expertiseAnd some fun personal insights, from SCUBA diving to globe-trotting!If you're inspired by Mikael's approach to consulting, case interviews, and life, find a link below to work with him in a one-on-one setting.Relevant LinksBook a 1:1 coaching session with Mikael hereConnect with Mikael on LinkedInJoin the Aug. 16 Case Math IntensiveSign up for the next Black Belt cohort (8hr 1:1 coaching, resume edits, online resources)Connect With Us Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Email the Strategy Simplified team at podcast@managementconsulted.com with any questions or feedback. Partner with us by sponsoring an episode or advertising on Strategy Simplified. Check out our Media Kit for more information.
In this video, we'll perform a MCK stock analysis and figure out what McKesson looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for McKesson. And answer is McKesson one of the best stocks to buy at the current price? Find out in the video above! Global Value's McKesson stock analysis. Check out Seeking Alpha Premium and score a 14-day free trial. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Discover new investing resources and directly support the channel by shopping my Amazon storefront! All commissions are reinvested to improve the quality of videos! https://www.amazon.com/shop/globalvalue McKesson ($MCK) | McKesson Stock Value Analysis | McKesson Stock Dividend Analysis | MCK Dividend Analysis | $MCK Dividend Analysis | McKesson Intrinsic Value | MCK Intrinsic Value | $MCK Intrinsic Value | McKesson Fair Value | McKesson Discounted Cash Flow Model | McKesson DCF Analysis | MCK Discounted Cash Flow Analysis | MCK DCF Model #MCK #McKesson #McKessonstock #MCKstock #stockmarket #dividend #stocks #investing #valueinvesting #berkshirehathaway #berkshirehathawaystocks (Recorded June 27, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0 ➢ https://creativecommons.org/licenses/by/3.0/legalcode ➢ https://www.youtube.com/watch?v=sQCuf...
Welcome to The Hydrogen Podcast!In episode 227, Today I go over the hydrogen technology expo and cover the most important hurdle the hydrogen industry is currently facing all of this on today's hydrogen podcastThank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate it. Respectfully,Paul RoddenVISIT THE HYDROGEN PODCAST WEBSITEhttps://thehydrogenpodcast.comCHECK OUT OUR BLOGhttps://thehydrogenpodcast.com/blog/WANT TO SPONSOR THE PODCAST? Send us an email to: info@thehydrogenpodcast.comNEW TO HYDROGEN AND NEED A QUICK INTRODUCTION?Start Here: The 6 Main Colors of Hydrogen
"THEY BULLIED ME CAUSE I WAS LIGHTSKINNED AND MY HAIR WAS LONG!" This week the girls are getting into COLORISM (what it actually means, and what it actually f*cking doesn't). From medical racism to romantic “preferences,” the Jokes on You Gworls throw shade while discussing shade. Mel says Talley's hair makes her look like a Porta Rikkun, Talley has a vengeance against V*nessa McK*nzie, and YET AND STILL MEN ARE SCARING THE HEAUXS. Live tweet with the girls using the #JokesOnYouPod hashtag. Share the podcast with your friends, comment, and subscribe!
In this video, we'll perform a MCK stock analysis and figure out what the company looks like based on the numbers. Is McKesson Corporation one of the best stocks to buy at the current price? Find out in the video above! Global Value's McKesson Corporation stock analysis. Check out Seeking Alpha Premium and score an annual plan for just $119 - that's 50% off! Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) McKesson Corporation ($MCK) | McKesson Corporation Stock Value Analysis | McKesson Corporation Stock Dividend Analysis | MCK Dividend Analysis | $MCK Dividend Analysis (Recorded June 19, 2022) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0. ➢ https://creativecommons.org/licenses/by/3.0/legalcode ➢ https://www.youtube.com/watch?v=sQCuf... 8 Pillar Analysis Props to Everything Money ➢ https://www.youtube.com/c/EverythingMoney
It's now almost 6 months since Google declared Code Red, and the results — Jeff Dean's recap of 2022 achievements and a mass exodus of the top research talent that contributed to it in January, Bard's rushed launch in Feb, a slick video showing Google Workspace AI features and confusing doubly linked blogposts about PaLM API in March, and merging Google Brain and DeepMind in April — have not been inspiring. Google's internal panic is in full display now with the surfacing of a well written memo, written by software engineer Luke Sernau written in early April, revealing internal distress not seen since Steve Yegge's infamous Google Platforms Rant. Similar to 2011, the company's response to an external challenge has been to mobilize the entire company to go all-in on a (from the outside) vague vision.Google's misfortunes are well understood by now, but the last paragraph of the memo: “We have no moat, and neither does OpenAI”, was a banger of a mic drop.Combine this with news this morning that OpenAI lost $540m last year and will need as much as $100b more funding (after the complex $10b Microsoft deal in Jan), and the memo's assertion that both Google and OpenAI have “no moat” against the mighty open source horde have gained some credibility in the past 24 hours.Many are criticising this memo privately:* A CEO commented to me yesterday that Luke Sernau does not seem to work in AI related parts of Google and “software engineers don't understand moats”. * Emad Mostaque, himself a perma-champion of open source and open models, has repeatedly stated that “Closed models will always outperform open models” because closed models can just wrap open ones.* Emad has also commented on the moats he does see: “Unique usage data, Unique content, Unique talent, Unique product, Unique business model”, most of which Google does have, and OpenAI less so (though it is winning on the talent front)* Sam Altman famously said that “very few to no one is Silicon Valley has a moat - not even Facebook” (implying that moats don't actually matter, and you should spend your time thinking about more important things)* It is not actually clear what race the memo thinks Google and OpenAI are in vs Open Source. Neither are particularly concerned about running models locally on phones, and they are perfectly happy to let “a crazy European alpha male” run the last mile for them while they build actually monetizable cloud infrastructure.However moats are of intense interest by everybody keen on productized AI, cropping up in every Harvey, Jasper, and general AI startup vs incumbent debate. It is also interesting to take the memo at face value and discuss the searing hot pace of AI progress in open source. We hosted this discussion yesterday with Simon Willison, who apart from being an incredible communicator also wrote a great recap of the No Moat memo. 2,800 have now tuned in on Twitter Spaces, but we have taken the audio and cleaned it up here. Enjoy!Timestamps* [00:00:00] Introducing the Google Memo* [00:02:48] Open Source > Closed?* [00:05:51] Running Models On Device* [00:07:52] LoRA part 1* [00:08:42] On Moats - Size, Data* [00:11:34] Open Source Models are Comparable on Data* [00:13:04] Stackable LoRA* [00:19:44] The Need for Special Purpose Optimized Models* [00:21:12] Modular - Mojo from Chris Lattner* [00:23:33] The Promise of Language Supersets* [00:28:44] Google AI Strategy* [00:29:58] Zuck Releasing LLaMA* [00:30:42] Google Origin Confirmed* [00:30:57] Google's existential threat* [00:32:24] Non-Fiction AI Safety ("y-risk")* [00:35:17] Prompt Injection* [00:36:00] Google vs OpenAI* [00:41:04] Personal plugs: Simon and TravisTranscripts[00:00:00] Introducing the Google Memo[00:00:00] Simon Willison: So, yeah, this is a document, which Kate, which I first saw at three o'clock this morning, I think. It claims to be leaked from Google. There's good reasons to believe it is leaked from Google, and to be honest, if it's not, it doesn't actually matter because the quality of the analysis, I think stands alone.[00:00:15] If this was just a document by some anonymous person, I'd still think it was interesting and worth discussing. And the title of the document is We Have No Moat and neither does Open ai. And the argument it makes is that while Google and OpenAI have been competing on training bigger and bigger language models, the open source community is already starting to outrun them, given only a couple of months of really like really, really serious activity.[00:00:41] You know, Facebook lama was the thing that really kicked us off. There were open source language models like Bloom before that some G P T J, and they weren't very impressive. Like nobody was really thinking that they were. Chat. G P T equivalent Facebook Lama came out in March, I think March 15th. And was the first one that really sort of showed signs of being as capable maybe as chat G P T.[00:01:04] My, I don't, I think all of these models, they've been, the analysis of them has tend to be a bit hyped. Like I don't think any of them are even quite up to GT 3.5 standards yet, but they're within spitting distance in some respects. So anyway, Lama came out and then, Two weeks later Stanford Alpaca came out, which was fine tuned on top of Lama and was a massive leap forward in terms of quality.[00:01:27] And then a week after that Vicuna came out, which is to this date, the the best model I've been able to run on my own hardware. I, on my mobile phone now, like, it's astonishing how little resources you need to run these things. But anyway, the the argument that this paper made, which I found very convincing is it only took open source two months to get this far.[00:01:47] It's now every researcher in the world is kicking it on new, new things, but it feels like they're being there. There are problems that Google has been trying to solve that the open source models are already addressing, and really how do you compete with that, like with your, it's closed ecosystem, how are you going to beat these open models with all of this innovation going on?[00:02:04] But then the most interesting argument in there is it talks about the size of models and says that maybe large isn't a competitive advantage, maybe actually a smaller model. With lots of like different people fine tuning it and having these sort of, these LoRA l o r a stackable fine tuning innovations on top of it, maybe those can move faster.[00:02:23] And actually having to retrain your giant model every few months from scratch is, is way less useful than having small models that you can tr you can fine tune in a couple of hours on laptop. So it's, it's fascinating. I basically, if you haven't read this thing, you should read every word of it. It's not very long.[00:02:40] It's beautifully written. Like it's, it's, I mean, If you try and find the quotable lines in it, almost every line of it's quotable. Yeah. So, yeah, that's that, that, that's the status of this[00:02:48] Open Source > Closed?[00:02:48] swyx: thing. That's a wonderful summary, Simon. Yeah, there, there's so many angles we can take to this. I, I'll just observe one, one thing which if you think about the open versus closed narrative, Ima Mok, who is the CEO of Stability, has always been that open will trail behind closed, because the closed alternatives can always take.[00:03:08] Learnings and lessons from open source. And this is the first highly credible statement that is basically saying the exact opposite, that open source is moving than, than, than closed source. And they are scared. They seem to be scared. Which is interesting,[00:03:22] Travis Fischer: Travis. Yeah, the, the, the, a few things that, that I'll, I'll, I'll say the only thing which can keep up with the pace of AI these days is open source.[00:03:32] I think we're, we're seeing that unfold in real time before our eyes. And. You know, I, I think the other interesting angle of this is to some degree LLMs are they, they don't really have switching costs. They are going to be, become commoditized. At least that's, that's what a lot of, a lot of people kind of think to, to what extent is it Is it a, a rate in terms of, of pricing of these things?[00:03:55] , and they all kind of become roughly the, the, the same in, in terms of their, their underlying abilities. And, and open source is gonna, gonna be actively pushing, pushing that forward. And, and then this is kind of coming from, if it is to be believed the kind of Google or an insider type type mentality around you know, where is the actual competitive advantage?[00:04:14] What should they be focusing on? How can they get back in into the game? When you know, when, when, when, when currently the, the, the external view of, of Google is that they're kind of spinning their wheels and they have this code red,, and it's like they're, they're playing catch up already.[00:04:28] Like how could they use the open source community and work with them, which is gonna be really, really hard you know, from a structural perspective given Google's place in the ecosystem. But a, a lot, lot, a lot of jumping off points there.[00:04:42] Alessio Fanelli: I was gonna say, I think the Post is really focused on how do we get the best model, but it's not focused on like, how do we build the best product around it.[00:04:50] A lot of these models are limited by how many GPUs you can get to run them and we've seen on traditional open source, like everybody can use some of these projects like Kafka and like Alaska for free. But the reality is that not everybody can afford to run the infrastructure needed for it.[00:05:05] So I, I think like the main takeaway that I have from this is like, A lot of the moats are probably around just getting the, the sand, so to speak, and having the GPUs to actually serve these models. Because even if the best model is open source, like running it at large scale for an end is not easy and like, it's not super convenient to get a lot, a lot of the infrastructure.[00:05:27] And we've seen that model work in open source where you have. The opensource project, and then you have a enterprise cloud hosted version for it. I think that's gonna look really different in opensource models because just hosting a model doesn't have a lot of value. So I'm curious to hear how people end up getting rewarded to do opensource.[00:05:46] You know, it's, we figured that out in infrastructure, but we haven't figured it out in in Alans[00:05:51] Running Models On Device[00:05:51] Simon Willison: yet. I mean, one thing I'll say is that the the models that you can run on your own devices are so far ahead of what I ever dreamed they would be at this point. Like Vicuna 13 b i i, I, I think is the current best available open mo model that I've played with.[00:06:08] It's derived from Facebook Lama, so you can't use it for commercial purposes yet. But the point about MCK 13 B is it runs in the browser directly on web gpu. There's this amazing web l l M project where you literally, your browser downloaded a two gigabyte file. And it fires up a chat g D style interface and it's quite good.[00:06:27] It can do rap battles between different animals and all of the kind of fun stuff that you'd expect to be able to do the language model running entirely in Chrome canary. It's shocking to me that that's even possible, but that kind of shows that once, once you get to inference, if you can shrink the model down and the techniques for shrinking these models, the, the first one was the the quantization.[00:06:48] Which the Lama CPP project really sort of popularized Matt can by using four bits instead of 16 bit floating point numbers, you can shrink it down quite a lot. And then there was a paper that came out days ago suggesting that you can prune the models and ditch half the model and maintain the same level of quality.[00:07:05] So with, with things like that, with all of these tricks coming together, it's really astonishing how much you can get done on hardware that people actually have in their pockets even.[00:07:15] swyx: Just for completion I've been following all of your posts. Oh, sorry. Yes. I just wanna follow up, Simon. You're, you said you're running a model on your phone. Which model is it? And I don't think you've written it up.[00:07:27] Simon Willison: Yeah, that one's vina. I did, did I write it up? I did. I've got a blog post about how it it, it, it knows who I am, sort of, but it said that I invented a, a, a pattern for living called bear or bunny pattern, which I definitely didn't, but I loved that my phone decided that I did.[00:07:44] swyx: I will hunt for that because I'm not yet running Vic on my phone and I feel like I should and, and as like a very base thing, but I'll, okay.[00:07:52] Stackable LoRA Modules[00:07:52] swyx: Also, I'll follow up two things, right? Like one I'm very interesting and let's, let's talk about that a little bit more because this concept of stackable improvements to models I think is extremely interesting.[00:08:00] Like, I would love to MPM install abilities onto my models, right? Which is really awesome. But the, the first thing thing is under-discussed is I don't get the panic. Like, honestly, like Google has the most moats. I I, I was arguing maybe like three months ago on my blog. Like Google has the most mote out of a lot of people because, hey, we have your calendar.[00:08:21] Hey, we have your email. Hey, we have your you know, Google Docs. Like, isn't that a, a sufficient mode? Like, why are these guys panicking so much? I don't, I still don't get it. Like, Sure open source is running ahead and like, it's, it's on device and whatev, what have you, but they have so much more mode.[00:08:36] Like, what are we talking about here? There's many dimensions to compete on.[00:08:42] On Moats - Size, Data[00:08:42] Travis Fischer: Yeah, there's like one of, one of the, the things that, that the author you know, mentions in, in here is when, when you start to, to, to have the feeling of what we're trailing behind, then you're, you're, you're, you're brightest researchers jump ship and go to OpenAI or go to work at, at, at academia or, or whatever.[00:09:00] And like the talent drain. At the, the level of the, the senior AI researchers that are pushing these things ahead within Google, I think is a serious, serious concern. And my, my take on it's a good point, right? Like, like, like, like what Google has modes. They, they, they're not running outta money anytime soon.[00:09:16] You know, I think they, they do see the level of the, the defensibility and, and the fact that they want to be, I'll chime in the, the leader around pretty much anything. Tech first. There's definitely ha ha have lost that, that, that feeling. Right? , and to what degree they can, they can with the, the open source community to, to get that back and, and help drive that.[00:09:38] You know all of the llama subset of models with, with alpaca and Vicuna, et cetera, that all came from, from meta. Right. Like that. Yeah. Like it's not licensed in an open way where you can build a company on top of it, but is now kind of driving this family of, of models, like there's a tree of models that, that they're, they're leading.[00:09:54] And where is Google in that, in that playbook? Like for a long time they were the one releasing those models being super open and, and now it's just they, they've seem to be trailing and there's, there's people jumping ship and to what degree can they, can they, can they. Close off those wounds and, and focus on, on where, where they, they have unique ability to, to gain momentum.[00:10:15] I think is a core part of my takeaway from this. Yeah.[00:10:19] Alessio Fanelli: And think another big thing in the post is, oh, as long as you have high quality data, like you don't need that much data, you can just use that. The first party data loops are probably gonna be the most important going forward if we do believe that this is true.[00:10:32] So, Databricks. We have Mike Conover from Databricks on the podcast, and they talked about how they came up with the training set for Dolly, which they basically had Databricks employees write down very good questions and very good answers for it. Not every company as the scale to do that. And I think products like Google, they have millions of people writing Google Docs.[00:10:54] They have millions of people using Google Sheets, then millions of people writing stuff, creating content on YouTube. The question is, if you wanna compete against these companies, maybe the model is not what you're gonna do it with because the open source kind of commoditizes it. But how do you build even better data?[00:11:12] First party loops. And that's kind of the hardest thing for startups, right? Like even if we open up the, the models to everybody and everybody can just go on GitHub and. Or hugging face and get the waste to the best model, but get enough people to generate data for me so that I can still make it good. That's, that's what I would be worried about if I was a, a new company.[00:11:31] How do I make that happen[00:11:32] Simon Willison: really quickly?[00:11:34] Open Source Models are Comparable on Data[00:11:34] Simon Willison: I'm not convinced that the data is that big a challenge. So there's this PO project. So the problem with Facebook LAMA is that it's not available for, for commercial use. So people are now trying to train a alternative to LAMA that's entirely on openly licensed data.[00:11:48] And that the biggest project around that is this red pajama project, which They released their training data a few weeks ago and it was 2.7 terabytes. Right? So actually tiny, right? You can buy a laptop that you can fit 2.7 terabytes on. Got it. But it was the same exact data that Facebook, the same thing that Facebook Lamb had been trained on.[00:12:06] Cuz for your base model. You're not really trying to teach it fact about the world. You're just trying to teach it how English and other languages work, how they fit together. And then the real magic is when you fine tune on top of that. That's what Alpaca did on top of Lama and so on. And the fine tuning sets, it looks like, like tens of thousands of examples to kick one of these role models into shape.[00:12:26] And tens of thousands of examples like Databricks spent a month and got the 2000 employees of their company to help kick in and it worked. You've got the open assistant project of crowdsourcing this stuff now as well. So it's achievable[00:12:40] swyx: sore throat. I agree. I think it's a fa fascinating point. Actually, so I've heard through the grapevine then red pajamas model.[00:12:47] Trained on the, the data that they release is gonna be releasing tomorrow. And it's, it's this very exciting time because the, the, there, there's a, there's a couple more models that are coming down the pike, which independently we produced. And so yeah, that we, everyone is challenging all these assumptions from, from first principles, which is fascinating.[00:13:04] Stackable LoRA[00:13:04] swyx: I, I did, I did wanted to, to like try to get a little bit more technical in terms of like the, the, the, the specific points race. Cuz this doc, this doc was just amazing. Can we talk about LoRA. I, I, I'll open up to Simon again if he's back.[00:13:16] Simon Willison: I'd rather someone else take on. LoRA, I've, I, I know as much as I've read in that paper, but not much more than that.[00:13:21] swyx: So I thought it was this kind of like an optimization technique. So LoRA stands for lower rank adaptation. But this is the first mention of LoRA as a form of stackable improvements. Where he I forget what, let, just, let me just kind of Google this. But obviously anyone's more knowledgeable please.[00:13:39] So come on in.[00:13:40] Alessio Fanelli: I, all of Lauren is through GTS Man, about 20 minutes on GT four, trying to figure out word. It was I study computer science, but this is not this is not my area of expertise. What I got from it is that basically instead of having to retrain the whole model you can just pick one of the ranks and you take.[00:13:58] One of like the, the weight matrix tests and like make two smaller matrixes from it and then just two to be retrained and training the whole model. So[00:14:08] swyx: it save a lot of Yeah. You freeze part of the thing and then you just train the smaller part like that. Exactly. That seems to be a area of a lot of fruitful research.[00:14:15] Yeah. I think Mini GT four recently did something similar as well. And then there's, there's, there's a, there's a Spark Model people out today that also did the same thing.[00:14:23] Simon Willison: So I've seen a lot of LoRA stable, the stable diffusion community has been using LoRA a lot. So they, in that case, they had a, I, the thing I've seen is people releasing LoRA's that are like you, you train a concept like a, a a particular person's face or something you release.[00:14:38] And the, the LoRA version of this end up being megabytes of data, like, which is, it's. You know, it's small enough that you can just trade those around and you can effectively load multiple of those into the model. But what I haven't realized is that you can use the same trick on, on language models. That was one of the big new things for me in reading the the leaks Google paper today.[00:14:56] Alessio Fanelli: Yeah, and I think the point to make around on the infrastructure, so what tragedy has told me is that when you're figuring out what rank you actually wanna do this fine tuning at you can have either go too low and like the model doesn't actually learn it. Or you can go too high and the model overfit those learnings.[00:15:14] So if you have a base model that everybody agrees on, then all the subsequent like LoRA work is done around the same rank, which gives you an advantage. And the point they made in the, that, since Lama has been the base for a lot of this LoRA work like they own. The, the mind share of the community.[00:15:32] So everything that they're building is compatible with their architecture. But if Google Opensources their own model the rank that they chose For LoRA on Lama might not work on the Google model. So all of the existing work is not portable. So[00:15:46] Simon Willison: the impression I got is that one of the challenges with LoRA is that you train all these LoRAs on top of your model, but then if you retrain that base model as LoRA's becoming invalid, right?[00:15:55] They're essentially, they're, they're, they're built for an exact model version. So this means that being the big company with all of the GPUs that can afford to retrain a model every three months. That's suddenly not nearly as valuable as it used to be because now maybe there's an open source model that's five years old at this point and has like multiple, multiple stacks of LoRA's trained all over the world on top of it, which can outperform your brand new model just because there's been so much more iteration on that base.[00:16:20] swyx: I, I think it's, I think it's fascinating. It's I think Jim Fan from Envidia was recently making this argument for transformers. Like even if we do come up with a better. Architecture, then transformers, they're the sheer hundreds and millions of dollars that have been invested on top of transformers.[00:16:34] Make it actually there is some switching costs and it's not exactly obvious that better architecture. Equals equals we should all switch immediately tomorrow. It's, it's, it's[00:16:44] Simon Willison: kinda like the, the difficulty of launching a new programming language today Yes. Is that pipeline and JavaScript have a million packages.[00:16:51] So no matter how good your new language is, if it can't tap into those existing package libraries, it's, it's not gonna be useful for, which is why Moji is so clever, because they did build on top of Pips. They get all of that existing infrastructure, all of that existing code working already.[00:17:05] swyx: I mean, what, what thought you, since you co-create JAO and all that do, do we wanna take a diversion into mojo?[00:17:10] No, no. I[00:17:11] Travis Fischer: would, I, I'd be happy to, to, to jump in, and get Simon's take on, on Mojo. 1, 1, 1 small, small point on LoRA is I, I, I just think. If you think about at a high level, what the, the major down downsides are of these, these large language models. It's the fact that they well they're, they're, they're difficult to, to train, right?[00:17:32] They, they tend to hallucinate and they are, have, have a static, like, like they were trained at a certain date, right? And with, with LoRA, I think it makes it a lot more amenable to Training new, new updates on top of that, that like base model on the fly where you can incorporate new, new data and in a way that is, is, is an interesting and potentially more optimal alternative than Doing the kind of in context generation cuz, cuz most of like who at perplexity AI or, or any of these, these approaches currently, it's like all based off of doing real-time searches and then injecting as much into the, the, the local context window as possible so that you, you try to ground your, your, your, your language model.[00:18:16] Both in terms of the, the information it has access to that, that, that helps to reduce hallucinations. It can't reduce it, but helps to reduce it and then also gives it access to up-to-date information that wasn't around for that, that massive like, like pre-training step. And I think LoRA in, in, in mine really makes it more, more amenable to having.[00:18:36] Having constantly shifting lightweight pre-training on top of it that scales better than than normal. Pre I'm sorry. Fine tune, fine tuning. Yeah, that, that was just kinda my one takeaway[00:18:45] Simon Willison: there. I mean, for me, I've never been, I want to run models on my own hard, I don't actually care about their factual content.[00:18:52] Like I don't need a model that's been, that's trained on the most upstate things. What I need is a model that can do the bing and bar trick, right? That can tell when it needs to run a search. And then go and run a search to get extra information and, and bring that context in. And similarly, I wanted to be able to operate tools where it can access my email or look at my notes or all of those kinds of things.[00:19:11] And I don't think you need a very powerful model for that. Like that's one of the things where I feel like, yeah, vicuna running on my, on my laptop is probably powerful enough to drive a sort of personal research assistant, which can look things up for me and it can summarize things for my notes and it can do all of that and I don't care.[00:19:26] But it doesn't know about the Ukraine war because the Ukraine war training cutoff, that doesn't matter. If it's got those additional capabilities, which are quite easy to build the reason everyone's going crazy building agents and tools right now is that it's a few lines of Python code, and a sort of couple of paragraphs to get it to.[00:19:44] The Need for Special Purpose Optimized Models[00:19:44] Simon Willison: Well, let's, let's,[00:19:45] Travis Fischer: let's maybe dig in on that a little bit. And this, this also is, is very related to mojo. Cuz I, I do think there are use cases and domains where having the, the hyper optimized, like a version of these models running on device is, is very relevant where you can't necessarily make API calls out on the fly.[00:20:03] and Aug do context, augmented generation. And I was, I was talking with, with a a researcher. At Lockheed Martin yesterday, literally about like, like the, the version of this that's running of, of language models running on, on fighter jets. Right? And you, you talk about like the, the, the amount of engineering, precision and optimization that has to go into, to those type of models.[00:20:25] And the fact that, that you spend so much money, like, like training a super distilled ver version where milliseconds matter it's a life or death situation there. You know, and you couldn't even, even remotely ha ha have a use case there where you could like call out and, and have, have API calls or something.[00:20:40] So I, I do think there's like keeping in mind the, the use cases where, where. There, there'll be use cases that I'm more excited about at, at the application level where, where, yeah, I want to to just have it be super flexible and be able to call out to APIs and have this agentic type type thing.[00:20:56] And then there's also industries and, and use cases where, where you really need everything baked into the model.[00:21:01] swyx: Yep. Agreed. My, my favorite piece take on this is I think DPC four as a reasoning engine, which I think came from the from Nathan at every two. Which I think, yeah, I see the hundred score over there.[00:21:12] Modular - Mojo from Chris Lattner[00:21:12] swyx: Simon, do you do you have a, a few seconds on[00:21:14] Simon Willison: mojo. Sure. So Mojo is a brand new program language you just announced a few days ago. It's not actually available yet. I think there's an online demo, but to zooming it becomes an open source language we can use. It's got really some very interesting characteristics.[00:21:29] It's a super set of Python, so anything written in Python, Python will just work, but it adds additional features on top that let you basically do very highly optimized code with written. In Python syntax, it compiles down the the main thing that's exciting about it is the pedigree that it comes from.[00:21:47] It's a team led by Chris Latner, built L L V M and Clang, and then he designed Swift at Apple. So he's got like three, three for three on, on extraordinarily impactful high performance computing products. And he put together this team and they've basically, they're trying to go after the problem of how do you build.[00:22:06] A language which you can do really high performance optimized work in, but where you don't have to do everything again from scratch. And that's where building on top of Python is so clever. So I wasn't like, if this thing came along, I, I didn't really pay attention to it until j Jeremy Howard, who built Fast ai put up a very detailed blog post about why he was excited about Mojo, which included a, there's a video demo in there, which everyone should watch because in that video he takes Matrix multiplication implemented in Python.[00:22:34] And then he uses the mojo extras to 2000 x. The performance of that matrix multiplication, like he adds a few static types functions sort of struck instead of the class. And he gets 2000 times the performance out of it, which is phenomenal. Like absolutely extraordinary. So yeah, that, that got me really excited.[00:22:52] Like the idea that we can still use Python and all of this stuff we've got in Python, but we can. Just very slightly tweak some things and get literally like thousands times upwards performance out of the things that matter. That's really exciting.[00:23:07] swyx: Yeah, I, I, I'm curious, like, how come this wasn't thought of before?[00:23:11] It's not like the, the, the concept of a language super set hasn't hasn't, has, has isn't, is completely new. But all, as far as I know, all the previous Python interpreter approaches, like the alternate runtime approaches are like they, they, they're more, they're more sort of, Fit conforming to standard Python, but never really tried this additional approach of augmenting the language.[00:23:33] The Promise of Language Supersets[00:23:33] swyx: I, I'm wondering if you have many insights there on, like, why, like why is this a, a, a breakthrough?[00:23:38] Simon Willison: Yeah, that's a really interesting question. So, Jeremy Howard's piece talks about this thing called M L I R, which I hadn't heard of before, but this was another Chris Latner project. You know, he built L L VM as a low level virtual machine.[00:23:53] That you could build compilers on top of. And then M L I R was this one that he initially kicked off at Google, and I think it's part of TensorFlow and things like that. But it was very much optimized for multiple cores and GPU access and all of that kind of thing. And so my reading of Jeremy Howard's article is that they've basically built Mojo on top of M L I R.[00:24:13] So they had a huge, huge like a starting point where they'd, they, they knew this technology better than anyone else. And because they had this very, very robust high performance basis that they could build things on. I think maybe they're just the first people to try and build a high, try and combine a high level language with M L A R, with some extra things.[00:24:34] So it feels like they're basically taking a whole bunch of ideas people have been sort of experimenting with over the last decade and bundled them all together with exactly the right team, the right level of expertise. And it looks like they've got the thing to work. But yeah, I mean, I've, I've, I'm. Very intrigued to see, especially once this is actually available and we can start using it.[00:24:52] It, Jeremy Howard is someone I respect very deeply and he's, he's hyping this thing like crazy, right? His headline, his, and he's not the kind of person who hypes things if they're not worth hyping. He said Mojo may be the biggest programming language advanced in decades. And from anyone else, I'd kind of ignore that headline.[00:25:09] But from him it really means something.[00:25:11] swyx: Yes, because he doesn't hype things up randomly. Yeah, and, and, and he's a noted skeptic of Julia which is, which is also another data science hot topic. But from the TypeScript and web, web development worlds there has been a dialect of TypeScript that was specifically optimized to compile, to web assembly which I thought was like promising and then, and, and eventually never really took off.[00:25:33] But I, I like this approach because I think more. Frameworks should, should essentially be languages and recognize that they're language superset and maybe working compilers that that work on them. And then that is the, by the way, that's the direction that React is going right now. So fun times[00:25:50] Simon Willison: type scripts An interesting comparison actually, cuz type script is effectively a superset of Java script, right?[00:25:54] swyx: It's, but there's no, it's purely[00:25:57] Simon Willison: types, right? Gotcha. Right. So, so I guess mojo is the soup set python, but the emphasis is absolutely on tapping into the performance stuff. Right.[00:26:05] swyx: Well, the just things people actually care about.[00:26:08] Travis Fischer: Yeah. The, the one thing I've found is, is very similar to the early days of type script.[00:26:12] There was the, the, the, the most important thing was that it's incrementally adoptable. You know, cuz people had a script code basis and, and they wanted to incrementally like add. The, the, the main value prop for TypeScript was reliability and the, the, the, the static typing. And with Mojo, Lucia being basically anyone who's a target a large enterprise user of, of Mojo or even researchers, like they're all going to be coming from a, a hardcore.[00:26:36] Background in, in Python and, and have large existing libraries. And the the question will be for what use cases will mojo be like a, a, a really good fit for that incremental adoption where you can still tap into your, your, your massive, like python exi existing infrastructure workflows, data tooling, et cetera.[00:26:55] And, and what does, what does that path to adoption look like?[00:26:59] swyx: Yeah, we, we, we don't know cuz it's a wait listed language which people were complaining about. They, they, the, the mojo creators were like saying something about they had to scale up their servers. And I'm like, what language requires essential server?[00:27:10] So it's a little bit suss, a little bit, like there's a, there's a cloud product already in place and they're waiting for it. But we'll see. We'll see. I mean, emojis should be promising in it. I, I actually want more. Programming language innovation this way. You know, I was complaining years ago that programming language innovation is all about stronger types, all fun, all about like more functional, more strong types everywhere.[00:27:29] And, and this is, the first one is actually much more practical which I, which I really enjoy. This is why I wrote about self provisioning run types.[00:27:36] Simon Willison: And[00:27:37] Alessio Fanelli: I mean, this is kind of related to the post, right? Like if you stop all of a sudden we're like, the models are all the same and we can improve them.[00:27:45] Like, where can we get the improvements? You know, it's like, Better run times, better languages, better tooling, better data collection. Yeah. So if I were a founder today, I wouldn't worry as much about the model, maybe, but I would say, okay, what can I build into my product and like, or what can I do at the engineering level that maybe it's not model optimization because everybody's working on it, but like you said, it's like, why haven't people thought of this before?[00:28:09] It's like, it's, it's definitely super hard, but I'm sure that if you're like Google or you're like open AI or you're like, Databricks, we got smart enough people that can think about these problems, so hopefully we see more of this.[00:28:21] swyx: You need, Alan? Okay. I promise to keep this relatively tight. I know Simon on a beautiful day.[00:28:27] It is a very nice day in California. I wanted to go through a few more points that you have pulled out Simon and, and just give you the opportunity to, to rant and riff and, and what have you. I, I, are there any other points from going back to the sort of Google OpenAI mode documents that, that you felt like we, we should dive in on?[00:28:44] Google AI Strategy[00:28:44] Simon Willison: I mean, the really interesting stuff there is the strategy component, right? The this idea that that Facebook accidentally stumbled into leading this because they put out this model that everyone else is innovating on top of. And there's a very open question for me as to would Facebook relic Lama to allow for commercial usage?[00:29:03] swyx: Is there some rumor? Is that, is that today?[00:29:06] Simon Willison: Is there a rumor about that?[00:29:07] swyx: That would be interesting? Yeah, I saw, I saw something about Zuck saying that he would release the, the Lama weights officially.[00:29:13] Simon Willison: Oh my goodness. No, that I missed. That is, that's huge.[00:29:17] swyx: Let me confirm the tweet. Let me find the tweet and then, yeah.[00:29:19] Okay.[00:29:20] Simon Willison: Because actually I met somebody from Facebook machine learning research a couple of weeks ago, and I, I pressed 'em on this and they said, basically they don't think it'll ever happen because if it happens, and then somebody does horrible fascist stuff with this model, all of the headlines will be Meg releases a monster into the world.[00:29:36] So, so hi. His, the, the, the, a couple of weeks ago, his feeling was that it's just too risky for them to, to allow it to be used like that. But a couple of weeks is, is, is a couple of months in AI world. So yeah, it wouldn't be, it feels to me like strategically Facebook should be jumping right on this because this puts them at the very.[00:29:54] The very lead of, of open source innovation around this stuff.[00:29:58] Zuck Releasing LLaMA[00:29:58] swyx: So I've pinned the tweet talking about Zuck and Zuck saying that meta will open up Lama. It's from the founder of Obsidian, which gives it a slight bit more credibility, but it is the only. Tweet that I can find about it. So completely unsourced,[00:30:13] we shall see. I, I, I mean I have friends within meta, I should just go ask them. But yeah, I, I mean one interesting angle on, on the memo actually is is that and, and they were linking to this in, in, in a doc, which is apparently like. Facebook got a bunch of people to do because they, they never released it for commercial use, but a lot of people went ahead anyway and, and optimized and, and built extensions and stuff.[00:30:34] They, they got a bunch of free work out of opensource, which is an interesting strategy.[00:30:39] There's okay. I don't know if I.[00:30:42] Google Origin Confirmed[00:30:42] Simon Willison: I've got exciting piece of news. I've just heard from somebody with contacts at Google that they've heard people in Google confirm the leak. That that document wasn't even legit Google document, which I don't find surprising at all, but I'm now up to 10, outta 10 on, on whether that's, that's, that's real.[00:30:57] Google's existential threat[00:30:57] swyx: Excellent. Excellent. Yeah, it is fascinating. Yeah, I mean the, the strategy is, is, is really interesting. I think Google has been. Definitely sleeping on monetizing. You know, I, I, I heard someone call when Google Brain and Devrel I merged that they would, it was like goodbye to the Xerox Park of our era and it definitely feels like Google X and Google Brain would definitely Xerox parks of our, of our era, and I guess we all benefit from that.[00:31:21] Simon Willison: So, one thing I'll say about the, the Google side of things, like the there was a question earlier, why are Google so worried about this stuff? And I think it's, it's just all about the money. You know, the, the, the engine of money at Google is Google searching Google search ads, and who uses Chachi PT on a daily basis, like me, will have noticed that their usage of Google has dropped like a stone.[00:31:41] Because there are many, many questions that, that chat, e p t, which shows you no ads at all. Is, is, is a better source of information for than Google now. And so, yeah, I'm not, it doesn't surprise me that Google would see this as an existential threat because whether or not they can be Bard, it's actually, it's not great, but it, it exists, but it hasn't it yet either.[00:32:00] And if I've got a Chatbook chatbot that's not showing me ads and chatbot that is showing me ads, I'm gonna pick the one that's not showing[00:32:06] swyx: me ads. Yeah. Yeah. I, I agree. I did see a prototype of Bing with ads. Bing chat with ads. I haven't[00:32:13] Simon Willison: seen the prototype yet. No.[00:32:15] swyx: Yeah, yeah. Anyway, I I, it, it will come obviously, and then we will choose, we'll, we'll go out of our ways to avoid ads just like we always do.[00:32:22] We'll need ad blockers and chat.[00:32:23] Excellent.[00:32:24] Non-Fiction AI Safety ("y-risk")[00:32:24] Simon Willison: So I feel like on the safety side, the, the safety side, there are basically two areas of safety that I, I, I sort of split it into. There's the science fiction scenarios, the AI breaking out and killing all humans and creating viruses and all of that kind of thing. The sort of the terminated stuff. And then there's the the.[00:32:40] People doing bad things with ai and that's latter one is the one that I think is much more interesting and that cuz you could u like things like romance scams, right? Romance scams already take billions of dollars from, from vulner people every year. Those are very easy to automate using existing tools.[00:32:56] I'm pretty sure for QNA 13 b running on my laptop could spin up a pretty decent romance scam if I was evil and wanted to use it for them. So that's the kind of thing where, I get really nervous about it, like the fact that these models are out there and bad people can use these bad, do bad things.[00:33:13] Most importantly at scale, like romance scamming, you don't need a language model to pull off one romance scam, but if you wanna pull off a thousand at once, the language model might be the, the thing that that helps you scale to that point. And yeah, in terms of the science fiction stuff and also like a model on my laptop that can.[00:33:28] Guess what comes next in a sentence. I'm not worried that that's going to break out of my laptop and destroy the world. There. There's, I'm get slightly nervous about the huge number of people who are trying to build agis on top of this models, the baby AGI stuff and so forth, but I don't think they're gonna get anywhere.[00:33:43] I feel like if you actually wanted a model that was, was a threat to human, a language model would be a tiny corner of what that thing. Was actually built on top of, you'd need goal setting and all sorts of other bits and pieces. So yeah, for the moment, the science fiction stuff doesn't really interest me, although it is a little bit alarming seeing more and more of the very senior figures in this industry sort of tip the hat, say we're getting a little bit nervous about this stuff now.[00:34:08] Yeah.[00:34:09] swyx: So that would be Jeff Iton and and I, I saw this me this morning that Jan Lacoon was like happily saying, this is fine. Being the third cheer award winner.[00:34:20] Simon Willison: But you'll see a lot of the AI safe, the people who've been talking about AI safety for the longest are getting really angry about science fiction scenarios cuz they're like, no, the, the thing that we need to be talking about is the harm that you can cause with these models right now today, which is actually happening and the science fiction stuff kind of ends up distracting from that.[00:34:36] swyx: I love it. You, you. Okay. So, so Uher, I don't know how to pronounce his name. Elier has a list of ways that AI will kill us post, and I think, Simon, you could write a list of ways that AI will harm us, but not kill us, right? Like the, the, the non-science fiction actual harm ways, I think, right? I haven't seen a, a actual list of like, hey, romance scams spam.[00:34:57] I, I don't, I don't know what else, but. That could be very interesting as a Hmm. Okay. Practical. Practical like, here are the situations we need to guard against because they are more real today than that we need to. Think about Warren, about obviously you've been a big advocate of prompt injection awareness even though you can't really solve them, and I, I worked through a scenario with you, but Yeah,[00:35:17] Prompt Injection[00:35:17] Simon Willison: yeah.[00:35:17] Prompt injection is a whole other side of this, which is, I mean, that if you want a risk from ai, the risk right now is everyone who's building puts a building systems that attackers can trivially subvert into stealing all of their private data, unlocking their house, all of that kind of thing. So that's another very real risk that we have today.[00:35:35] swyx: I think in all our personal bios we should edit in prompt injections already, like in on my website, I wanna edit in a personal prompt injections so that if I get scraped, like I all know if someone's like reading from a script, right? That that is generated by any iBot. I've[00:35:49] Simon Willison: seen people do that on LinkedIn already and they get, they get recruiter emails saying, Hey, I didn't read your bio properly and I'm just an AI script, but would you like a job?[00:35:57] Yeah. It's fascinating.[00:36:00] Google vs OpenAI[00:36:00] swyx: Okay. Alright, so topic. I, I, I think, I think this this, this mote is is a peak under the curtain of the, the internal panic within Google. I think it is very val, very validated. I'm not so sure they should care so much about small models or, or like on device models.[00:36:17] But the other stuff is interesting. There is a comment at the end that you had by about as for opening open is themselves, open air, doesn't matter. So this is a Google document talking about Google's position in the market and what Google should be doing. But they had a comment here about open eye.[00:36:31] They also say open eye had no mode, which is a interesting and brave comment given that open eye is the leader in, in a lot of these[00:36:38] Simon Willison: innovations. Well, one thing I will say is that I think we might have identified who within Google wrote this document. Now there's a version of it floating around with a name.[00:36:48] And I look them up on LinkedIn. They're heavily involved in the AI corner of Google. So my guess is that at Google done this one, I've worked for companies. I'll put out a memo, I'll write up a Google doc and I'll email, email it around, and it's nowhere near the official position of the company or of the executive team.[00:37:04] It's somebody's opinion. And so I think it's more likely that this particular document is somebody who works for Google and has an opinion and distributed it internally and then it, and then it got leaked. I dunno if it's necessarily. Represents Google's sort of institutional thinking about this? I think it probably should.[00:37:19] Again, this is such a well-written document. It's so well argued that if I was an executive at Google and I read that, I would, I would be thinking pretty hard about it. But yeah, I don't think we should see it as, as sort of the official secret internal position of the company. Yeah. First[00:37:34] swyx: of all, I might promote that person.[00:37:35] Cuz he's clearly more,[00:37:36] Simon Willison: oh, definitely. He's, he's, he's really, this is a, it's, I, I would hire this person about the strength of that document.[00:37:42] swyx: But second of all, this is more about open eye. Like I'm not interested in Google's official statements about open, but I was interested like his assertion, open eye.[00:37:50] Doesn't have a mote. That's a bold statement. I don't know. It's got the best people.[00:37:55] Travis Fischer: Well, I, I would, I would say two things here. One, it's really interesting just at a meta, meta point that, that they even approached it this way of having this public leak. It, it, it kind of, Talks a little bit to the fact that they, they, they felt that that doing do internally, like wasn't going to get anywhere or, or maybe this speaks to, to some of the like, middle management type stuff or, or within Google.[00:38:18] And then to the, the, the, the point about like opening and not having a moat. I think for, for large language models, it, it, it will be over, over time kind of a race to the bottom just because the switching costs are, are, are so low compared with traditional cloud and sas. And yeah, there will be differences in, in, in quality, but, but like over time, if you, you look at the limit of these things like the, I I think Sam Altman has been quoted a few times saying that the, the, the price of marginal price of intelligence will go to zero.[00:38:47] Time and the marginal price of energy powering that intelligence will, will also hit over time. And in that world, if you're, you're providing large language models, they become commoditized. Like, yeah. What, what is, what is your mode at that point? I don't know. I think they're e extremely well positioned as a team and as a company for leading this space.[00:39:03] I'm not that, that worried about that, but it is something from a strategic point of view to keep in mind about large language models becoming a commodity. So[00:39:11] Simon Willison: it's quite short, so I think it's worth just reading the, in fact, that entire section, it says epilogue. What about open ai? All of this talk of open source can feel unfair given open AI's current closed policy.[00:39:21] Why do we have to share if they won't? That's talking about Google sharing, but the fact of the matter is we are already sharing everything with them. In the form of the steady flow of poached senior researchers until we spent that tide. Secrecy is a moot point. I love that. That's so salty. And, and in the end, open eye doesn't matter.[00:39:38] They are making the same mistakes that we are in their posture relative to open source. And their ability to maintain an edge is necessarily in question. Open source alternatives. Canned will eventually eclipse them. Unless they change their stance in this respect, at least we can make the first move. So the argument this, this paper is making is that Google should go, go like meta and, and just lean right into open sourcing it and engaging with the wider open source community much more deeply, which OpenAI have very much signaled they are not willing to do.[00:40:06] But yeah, it's it's, it's read the whole thing. The whole thing is full of little snippets like that. It's just super fun. Yes,[00:40:12] swyx: yes. Read the whole thing. I, I, I also appreciate that the timeline, because it set a lot of really great context for people who are out of the loop. So Yeah.[00:40:20] Alessio Fanelli: Yeah. And the final conspiracy theory is that right before Sundar and Satya and Sam went to the White House this morning, so.[00:40:29] swyx: Yeah. Did it happen? I haven't caught up the White House statements.[00:40:34] Alessio Fanelli: No. That I, I just saw, I just saw the photos of them going into the, the White House. I've been, I haven't seen any post-meeting updates.[00:40:41] swyx: I think it's a big win for philanthropic to be at that table.[00:40:44] Alessio Fanelli: Oh yeah, for sure. And co here it's not there.[00:40:46] I was like, hmm. Interesting. Well, anyway,[00:40:50] swyx: yeah. They need, they need some help. Okay. Well, I, I promise to keep this relatively tight. Spaces do tend to have a, have a tendency of dragging on. But before we go, anything that you all want to plug, anything that you're working on currently maybe go around Simon are you still working on dataset?[00:41:04] Personal plugs: Simon and Travis[00:41:04] Simon Willison: I am, I am, I'm having a bit of a, so datasets my open source project that I've been working on. It's about helping people analyze and publish data. I'm having an existential crisis of it at the moment because I've got access to the chat g p T code, interpreter mode, and you can upload the sequel light database to that and it will do all of the things that I, on my roadmap for the next 12 months.[00:41:24] Oh my God. So that's frustrating. So I'm basically, I'm leaning data. My interest in data and AI are, are rapidly crossing over a lot harder about the AI features that I need to build on top of dataset. Make sure it stays relevant in a chat. G p t can do most of the stuff that it does already. But yeah the thing, I'll plug my blog simon willis.net.[00:41:43] I'm now updating it daily with stuff because AI move moved so quickly and I have a sub newsletter, which is effectively my blog, but in email form sent out a couple of times a week, which Please subscribe to that or RSS feed on my blog or, or whatever because I'm, I'm trying to keep track of all sorts of things and I'm publishing a lot at the moment.[00:42:02] swyx: Yes. You, you are, and we love you very much for it because you, you are a very good reporter and technical deep diver into things, into all the things. Thank you, Simon. Travis are you ready to announce the, I guess you've announced it some somewhat. Yeah. Yeah.[00:42:14] Travis Fischer: So I'm I, I just founded a company.[00:42:16] I'm working on a framework for building reliable agents that aren't toys and focused on more constrained use cases. And you know, I I, I look at kind of agi. And these, these audigy type type projects as like jumping all the way to str to, to self-driving. And, and we, we, we kind of wanna, wanna start with some more enter and really focus on, on reliable primitives to, to start that.[00:42:38] And that'll be an open source type script project. I'll be releasing the first version of that soon. And that's, that's it. Follow me you know, on here for, for this type of stuff, I, I, I, everything, AI[00:42:48] swyx: and, and spa, his chat PT bot,[00:42:50] Travis Fischer: while you still can. Oh yeah, the chat VT Twitter bot is about 125,000 followers now.[00:42:55] It's still running. I, I'm not sure if it's your credit. Yeah. Can you say how much you spent actually, No, no. Well, I think probably totally like, like a thousand bucks or something, but I, it's, it's sponsored by OpenAI, so I haven't, I haven't actually spent any real money.[00:43:08] swyx: What? That's[00:43:09] awesome.[00:43:10] Travis Fischer: Yeah. Yeah.[00:43:11] Well, once, once I changed, originally the logo was the Chachi VUI logo and it was the green one, and then they, they hit me up and asked me to change it. So it's now it's a purple logo. And they're, they're, they're cool with that. Yeah.[00:43:21] swyx: Yeah. Sending take down notices to people with G B T stuff apparently now.[00:43:26] So it's, yeah, it's a little bit of a gray area. I wanna write more on, on mos. I've been actually collecting and meaning to write a piece of mos and today I saw the memo, I was like, oh, okay. Like I guess today's the day we talk about mos. So thank you all. Thanks. Thanks, Simon. Thanks Travis for, for jumping on and thanks to all the audience for engaging on this with us.[00:43:42] We'll continue to engage on Twitter, but thanks to everyone. Cool. Thanks everyone. Bye. Alright, thanks everyone. Bye. Get full access to Latent Space at www.latent.space/subscribe
2/3/2023, vào đúng sinh nhật lần thứ 24 của mình, MCK phát hành album “99%” để gửi lời cảm ơn đến những mối tình cũ. 16 ca khúc trong album là 16 cảm xúc, câu chuyện, trải nghiệm khác nhau về tình yêu. “99%” đã nhanh chóng nhận được sự phản hồi tích cực từ khán giả (trong đó có chị Thùy Minh). Đó cũng chính là nguyên nhân dẫn đến việc MCK chính là khách mời của Have A Sip tập này.Một cuộc phỏng vấn đầy thoải mái, nhiều tiếng cười nhưng cũng có những khoảng lặng về sống, sự cô đơn, âm nhạc và tình yêu. Cùng nghe Have A Sip nhé!Đừng quên có thể xem bản video của podcast này tại: YouTubeNếu có bất cứ góp ý, phản hồi hay mong muốn hợp tác, bạn có thể gửi email về địa chỉ team@vietcetera.com-- Yêu thích tập podcast này, bạn có thể donate cho Have A Sip tại: ● Patreon: https://www.patreon.com/vietcetera ● Buy me a coffee: https://www.buymeacoffee.com/vietcetera
I have taken a brief overview of Marathi Crime Katha's yearlong journey in this anniversary special episode and also included genuine feedback received from some of the listeners. Special thanks to each and every follower of MCK for making this journey exciting, thrilling, and memorable! मराठी क्राईम कथेच्या या अॅनिव्हर्सरी स्पेशल एपिसोडमध्ये मागच्या संपूर्ण वर्षाचा थोडक्यात आढावा घेण्याचा प्रयत्न केलाय तसंच काही निवडक श्रोत्यांच्या प्रतिक्रियांचाही आवर्जून समावेश केलाय. मराठी क्राईम कथेच्या सर्व रसिक श्रोत्यांचे मनापासून आभार! Special ContributorsVidula Tokekar Nachiket KshireDwitiya Sonawane Sangram KulkarniShilpa Inamdar Yadnyopavit Sachin Pandit Sujata Salvi For more updates - https://www.instagram.com/niranjan_selfmed/?hl=en Link of Sexvar Bol Bindhast Podcast and other titles of Niranjan Medhekar - https://www.storytel.com/in/en/authors/199430?appRedirect=truePodcast Podcast Host - Niranjan Medhekar Cover Credit - Veerendra Tikhe Produced by - Sounds Great NM Audio Solutions LLP, Pune (India) Contact - niranjan@soundsgreat.in Opening scene credit https://www.youtube.com/watch?v=aO3ndlcKV2g Background score credit 100 Seconds by Punch Deck | https://soundcloud.com/punch-deck Music promoted by https://www.free-stock-music.comCreative Commons Attribution 3.0 Unported Licensehttps://creativecommons.org/licenses/by/3.0/deed.en_US
Notes for the show are below some of the links, but I focus on $RBLX $TTD $AMST $DVN $ABNB $SHOP $ROKU $CSCO $NINE $CRDO $ZG In Mexico - the show is sponsored by $MELI - what a killer stock. In the US - the show is sponsored by Carvana $CVNA SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3MFGCRG, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you'll get your first month of service for $20-off! Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. I will also give you watch lists and my custom scans that I use in the podcast every day. Sign up for Webull and get free stocks like I did - WEBULL LINK Support the podcast - HERE Social Links and more - https://linktr.ee/dailystockpick NOTES $AMST as hype rally - I tweeted - got a tweet back about Chat GPT 3 being implemented - took stock from $.25 to $77 just in pre market with a press release Also $EPAZ $Orcl powers Uber in thr cloud with $goog - they also power tiki tok and could be a big move - josh brown big buy $ABNB - huge beat and surprise $trip - Great guidance - up 10% - experience bookings were up $DVN - missed their whisper number - brought the stock down from $63.94 to $61 - not huge - but maybe energy is going to top here. Severe winter weather and q1 production is going to be lower - not good news. $UPST - didn't really make it - they surprised but slowed - this is as good as dead and is a trade $F - halted production of F150 lightning because of battery issue - this is just bigger indication that $TSLA is a buy $CRDO - interesting insider sales - and a huge move down after hours. Def insider sales were an indication. $RBLX earnings $TTD earnings $GOLD earnings $GNRC earnings $SUN earnings $SHOP after hours $ROKU after hours $CSCO after hours $ET after hours $MRO after hours $ALB after hours $EQT after hours $QS after hours $FSLY after hours $ZG after hours $BRK.B - they decreased their $TSM by 86% - they sold out of most of their position $USB - they cut by 90% $MCK - cut by 11% 10% stake in $ALLY Also boosted $aapl and $para Citadel took a 5.5% stake in $SI which is a HUGE short stock that we've seen pop Mark newton of fundstrat said nat gas bottomed - $boil MICHAEL BURRY'S CURRENT PORTFOLIO $GEO 25% $BKI 19.9% $COHR 11.3% $BABA 9.4% $JD 9% $WWW 8.3% $MGM 7.2% $QRTEA 5.5% $SKYW 4.4% STARTED A POSITION IN THESE 7 $BABA $JD $MGM $SKYM $COHR $BKI $WWW SOLD ALL OF HIS SHARES IN $CHTR $AJRD $LILAK $CXW AND SOLD 50% OF HIS $GEO POSITION Retail sales up big 2.3% vs. .9% expected - didn't move the needed much but bigger inflation, hotter economy - Fed may move more $M SCANS $TSM $SNOW $NXE $PDD $JPM $DDOG $NINE --- Support this podcast: https://anchor.fm/dailystockpick/support
Jay, MCK and guest Proof talk all things Goated & Bahamian. We're asking what's the goated Bahamian everything.
Jay & MCK talk Bahamian family dynamics and annoying traditions.
Jay & MCK talk government vs private school and have some choice words about BGCSE results.
Tune in as McK & Darneezy battle it out in Hip-Hop trivia! Pure Rap Podcast is LIVE from YouTube, Twitter & Twitch! Thanks for watching & Don't forget to like, comment, subscribe & share! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/purerappodcast/support
Jay & MCK do the introductions on the first episode & talk Bahamian Culture from dialect to blaming the government.
Welcome to season 2 of my podcast! I'm so excited to keep learning about American culture, even while I'm in Japan for the next 6 months. Today's guest is McK - we talk about her culture shock moving to Japan and my embarrassing poop story... or is it boob story? Do you want to be on the show? Fill out this form and maybe I'll get to talk to you!
Sarah and Dana are back with a very important discussion around the second season of Emily in Paris. Because... better late than never. Tune in for serious rhetoric around Lily Collins' eyebrows, how to pronounce Gabriel and who is getting offed in this week's MCK.
Not every stock is selling off in 2022. Here are 5 cheap stocks with high Zacks Rank trading near their 52-week highs. (1:00) - Value Stocks Are On The Rise (7:30) - Stock Screener Criteria For Value Near All Time Highs (11:25) - Tracey's Top Stock Picks (26:45) - Episode Roundup: HRB, MCK, LRN, TAC, MUSA Podcast@Zacks.com
Not every stock is selling off in 2022. Here are 5 cheap stocks with high Zacks Rank trading near their 52-week highs. (1:00) - Value Stocks Are On The Rise (7:30) - Stock Screener Criteria For Value Near All Time Highs (11:25) - Tracey's Top Stock Picks (26:45) - Episode Roundup: HRB, MCK, LRN, TAC, MUSA Podcast@Zacks.com
Learn about open roles at L.E.K. Consulting: L.E.K. CAREERSWelcome to another case walkthrough on Strategy Simplified. Today, Carrie Holland (ex-McK, ex-Google) walks an MBB candidate (MD) through a financial services case.To maximize your learnings, pull out a pencil and piece of paper and follow alongside. Out-loud practice is the most effective way to case prep!Additional LinksGet ready for case interviews - join Black Belt case prep program: LEARN MOREJoin email list to be notified about future live cases: JOINWork with Carrie via 1:1 interview coaching: COACHING Leave a review on Apple Podcasts, then email email us for a chance to win a course: EMAILSponsor an episode or advertise: Management Consulted Media Kit
We take a look at one of the worst bear markets in history (2000-2003) to gain perspective on the spate of failed follow-through days in the current market. How do you minimize the pain of the follow-through days that fail? More importantly, how do your prepare yourself to be there when the market finally does turn? There are over 20 examples covered. Plus we also look at a few stocks setting up like Centene (CNC), McKesson (MCK) and Service Corp (SCI). For the video version, visit investors.com/podcast.
I can't wait for the #EACE22 Conference! I share some tips on how to get the most out of in-person conferences. Check it out! Social Media/Plugs New Friend Survey https://forms.gle/gb3scAKDhJBWcmtK6 Gratitude GroupMe https://groupme.com/join_group/84134832/ocrZ2dPz If you have a question for the podcast, call 571-336-6560 or leave a question via this Google Form. Five Minute Journal by Intelligent Change Affiliate Code: https://www.intelligentchange.com/?rfsn=4621464.017186 Tappy Card "Electronic Business Card" Affiliate Code: https://tappycard.com?ref:philip-wilkerson Please leave a rating/review of the podcast https://lovethepodcast.com/positivephilter Intro and outro music provided by DJ BIGyoks. Check out his Instagram and Soundcloud channel can be found here: https://www.instagram.com/beats.byyoks/ https://soundcloud.com/dj-bigyoks Please follow Positive Philter: Positive Philter Facebook Page Positive Philter Twitter Positive Philter Instagram If you would like to support the podcast, please consider donating to the Positive Philter Patreon page: https://www.patreon.com/positivephilter FeedSpot selected positive Philter as the Top 20 Positive Thinking Podcasts on the web. https://blog.feedspot.com/positive_thinking_podcasts/
My son dropped some wisdom on me the other day, and I thought it was worth sharing! Enjoy! Social Media/Plugs New Friend Survey https://forms.gle/gb3scAKDhJBWcmtK6 Gratitude GroupMe https://groupme.com/join_group/84134832/ocrZ2dPz If you have a question for the podcast, call 571-336-6560 or leave a question via this Google Form. Five Minute Journal by Intelligent Change Affiliate Code: https://www.intelligentchange.com/?rfsn=4621464.017186 Tappy Card "Electronic Business Card" Affiliate Code: https://tappycard.com?ref:philip-wilkerson Please leave a rating/review of the podcast https://lovethepodcast.com/positivephilter Intro and outro music provided by DJ BIGyoks. Check out his Instagram and Soundcloud channel can be found here: https://www.instagram.com/beats.byyoks/ https://soundcloud.com/dj-bigyoks Please follow Positive Philter: Positive Philter Facebook Page Positive Philter Twitter Positive Philter Instagram If you would like to support the podcast, please consider donating to the Positive Philter Patreon page: https://www.patreon.com/positivephilter FeedSpot selected positive Philter as the Top 20 Positive Thinking Podcasts on the web. https://blog.feedspot.com/positive_thinking_podcasts/
S&P Futures are giving back some of yesterday's gains. Technology stocks will likely give back some of yesterday's gains after the opening bell, as traders assess the implications of the Fed's most move. The Federal Reserve hiked its benchmark interest rate by 50 basis points in a widely-expected move yesterday. Chairman Powell's comments that the Fed is not actively considering raising rates by 75 basis points send shares soaring. BofA said in a note, believes the Fed has pivoted to an appropriately hawkish stance and is likely done surprising markets for a while. We recommend focusing more on the data flow going forward, especially around labor and inflation. The economics calendar turns to weekly jobless claims ahead of Friday's nonfarm payrolls report. A wave of corporate earnings is due out after the bell today from SQ, ILMN, MCK, MNST, NET, DASH, ZG, DBX, BCC, and others.
Journalism under digital siege - MR Lempaa Suiyunka complaints commissioner MCK by Capital FM
Mikey Hartman, Former Commander of the IDF Sharpshooting and Marksmanship School, is the CEO of CAA USA & International. CAA (www.caagearup.com/) is the exclusive distributor of world-class, operator-tested firearms accessories. Their products are specifically designed to meet the rigorous demands of tactical solutions required by the world's armed forces, law enforcement units and weapons professionals. LTC. (Ret.) Mikey Hartman, has vast and unique 20-year experience of training over 500,000 soldiers and building the Israel Defense Forces (IDF) Shooting Doctrine to CAA. Working with a staff of former IDF elite reserved forces, counter terrorism and commando units and members from the shooting competition sports, Hartman developed firearms accessories for the law enforcement, military and civilian markets giving them a tactical and survival advantage. As the president of the most successful Micro Conversion Kit company in the world Mikey Hartman, has truly done an amazing job. I had always seen the MCK in different hands out in the field domestically and internationally with private security operators but I never gave it much thought. Finally, when I picked one up, it all made sense instantly. When it comes to turning your pistol into the ideal weapon for close-quarters combat, this platform is the best in the business. It's not so small that it complicates what you need to do with your gun but actually, it's designed perfectly to work with your hands and ergonomics. Running a shorter barreled pistol caliber inside of a building alleviates much of the concern for over-penetration we deal with when fighting with long guns. You can run the same ammo for your site on that you run for this platform and we all have a pistol collecting dust in our safe that needs an upgrade. Whether you're on a private security team or just looking for something truly amazing to protect your family and your home with, I highly recommend you take a look at this affordable your effective upgrade to your arsenal. Protector by nature and by trade Byron Rodgers
Mikey Hartman, Former Commander of the IDF Sharpshooting and Marksmanship School, is the CEO of CAA USA & International. CAA (http://www.caagearup.com/) is the exclusive distributor of world-class, operator-tested firearms accessories. Their products are specifically designed to meet the rigorous demands of tactical solutions required by the world's armed forces, law enforcement units and weapons professionals. LTC. (Ret.) Mikey Hartman, has vast and unique 20-year experience of training over 500,000 soldiers and building the Israel Defense Forces (IDF) Shooting Doctrine to CAA. Working with a staff of former IDF elite reserved forces, counter terrorism and commando units and members from the shooting competition sports, Hartman developed firearms accessories for the law enforcement, military and civilian markets giving them a tactical and survival advantage. As the president of the most successful Micro Conversion Kit company in the world Mikey Hartman, has truly done an amazing job. I had always seen the MCK in different hands out in the field domestically and internationally with private security operators but I never gave it much thought. Finally, when I picked one up, it all made sense instantly. When it comes to turning your pistol into the ideal weapon for close-quarters combat, this platform is the best in the business. It's not so small that it complicates what you need to do with your gun but actually, it's designed perfectly to work with your hands and ergonomics. Running a shorter barreled pistol caliber inside of a building alleviates much of the concern for over-penetration we deal with when fighting with long guns. You can run the same ammo for your site on that you run for this platform and we all have a pistol collecting dust in our safe that needs an upgrade. Whether you're on a private security team or just looking for something truly amazing to protect your family and your home with, I highly recommend you take a look at this affordable your effective upgrade to your arsenal. Protector by nature and by trade Byron Rodgers
Australian Kaylee McKeown is the reigning Olympic champion in the 100 and 200 Backstrokes. She is the fastest in history in the 100 LCM Back, 57.45. Last month she dropped 58.3/2:04.6 at Victorian Open Champs. Seeded first going into Tokyo, she pulled out of the 200 IM to focus on her backstroke swims. Kaylee recently made the move to Griffith University to swim with legendary swim coach Michael Bohl where IM is now a major focus. She just learned how to do the back-to-breast crossover turn. This is a technical heavy episode with Kaylee talking about her backstroke catch, training for the 200 Backstroke, how she develops her mental game, how she holds water on her kick, and more. It's Mck-Q-N, not Mck-cow-n. 00:00 Bratter PA, Immigration Law 00:04 Hello Kaylee McKeown 02:30 Injury before Olympics 03:50 What makes you special? 03:40 Hypermobile 04:30 Backstroke catch 10:00 Beine Genetic Sports Performance 11:30 31.5's 11:55 Backstroke sets 13:34 Steam train home 16:00 Developing your mental game 16:45 Backstroke kick 21:29 Destro Machines 21:48 Vasa Trainer 22:13 Double Olympic Champion 23:15 3 Olympic Records in a row 25:15 Why not the 2IM? 28:00 Worst stroke 28:30 Crossover turn 29:55 Sister Taylor 30:45 Australian World Champ Trials 31:05 Swim Angelfish Adaptive Swim Lessons 31:40 Michael Bohl 33:58 Cody Simpson 35:40 Australian Women's Swimming 37:55 Happy swimmer is a fast swimmer 39:10 Sponsorships 41:00 Freestyle 45:13 Swimnerd Live Virtual Scoreboard Thumbnail photo courtesy of Wade Brennan, Australia's finest swimming photographer. Follow him on Instagram! Support Our Sponsors: BRATTER PA IMMIGRATION LAW: Exclusive immigration representation of athletes, entrepreneurs, artists, investors, and entertainers. SWIM ANGELFISH: Receive the tools and skills needed to teach swimmers with autism, physical disabilities, anxiety, sensory and motor conditions with Swim Angelfish, the global leader in adaptive swim. Get certified online today! BEINE WELLNESS BUILDING: Individualize your nutrition with genetic testing and personalized plans. Eat, supplement, and recover based on your genetics. VASA: Essential dryland for stronger, better, faster swimmers. Save 10% using the code "brett" at checkout! DESTRO SWIM TOWERS: Save $150 per double swim tower by using the code "brett" at checkout! SWIMNERD: Big and small digital pace clocks, virtual scoreboards, and live results. Subscribe & Listen: Apple Podcasts Google Spotify YouTube Produced by: SWIMNERD #swimming #backstroke #olympics
AARON has become a good friend as I've recently joined forces with him and CAA USA. I'm really excited about working with this company because I know that the MCK they produce is a hidden gem within the tactical community. When it comes to you taking your firearms to the next level, empowering people who maybe less physically potent with a system that can help them protect themselves more easily and a number of other things that piece of equipment is tremendous. Aaron works for that company but upon getting to know him better and learning about his background both with swat and gang units as a police officer, It became obvious very quickly that he had a tremendous amount of experience to share with all of us. There's quite a bit for all of us to take into consideration from his experiences out in the field. Both physically and mentally when it comes to combative engagements Aaron has been through it and has come out even stronger. It's always very encouraging to me when I see guys with legitimate backgrounds join forces with tactical companies because it means they really believe in the product. There's no way we would stand behind something we wouldn't trust our lives with and when you have the background you tend to have the conviction to make sure that is the case. This is an eye-opening interview with lots of stories about the world experience and tools that work out in the field… Enjoy! For more, visit: www.caagearup.com/ Get in touch with Aaron: www.linkedin.com/in/aaron-suozzo-a3183138/ Or send him an email on: Asuozzo@caagearup.com Protector by nature and by trade Byron Rodgers
AARON has become a good friend as I've recently joined forces with him and CAA USA. I'm really excited about working with this company because I know that the MCK they produce is a hidden gem within the tactical community. When it comes to you taking your firearms to the next level, empowering people who maybe less physically potent with a system that can help them protect themselves more easily and a number of other things that piece of equipment is tremendous. Aaron works for that company but upon getting to know him better and learning about his background both with swat and gang units as a police officer, It became obvious very quickly that he had a tremendous amount of experience to share with all of us. There's quite a bit for all of us to take into consideration from his experiences out in the field. Both physically and mentally when it comes to combative engagements Aaron has been through it and has come out even stronger. It's always very encouraging to me when I see guys with legitimate backgrounds join forces with tactical companies because it means they really believe in the product. There's no way we would stand behind something we wouldn't trust our lives with and when you have the background you tend to have the conviction to make sure that is the case. This is an eye-opening interview with lots of stories about the world experience and tools that work out in the field… Enjoy! For more, visit: https://www.caagearup.com/ Get in touch with Aaron: https://www.linkedin.com/in/aaron-suozzo-a3183138/ Or send him an email on: Asuozzo@caagearup.com Protector by nature and by trade Byron Rodgers
IMA has owned McKesson stock since 2015. It has been very stressful at times, but also very rewarding. But the best is yet to come for McKesson. Vitaliy provides an update on his MCK investment, and why he believes its brightest days are ahead.... The post McKesson: Why the Best is Yet to Come – Ep 147 appeared first on The Intellectual Investor.
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