Podcasts about Miami

City in Florida, United States

  • 43,644PODCASTS
  • 187KEPISODES
  • 57mAVG DURATION
  • 10+DAILY NEW EPISODES
  • Feb 20, 2026LATEST
Miami

POPULARITY

20192020202120222023202420252026

Categories




    Best podcasts about Miami

    Show all podcasts related to miami

    Latest podcast episodes about Miami

    City Cast Denver
    Why Palantir Dumped Denver, Yet Another New Plan for Alameda Ave., and Leven Supply Seized

    City Cast Denver

    Play Episode Listen Later Feb 20, 2026 54:53


    AI tech giant Palantir moved its HQ from Denver to Miami this week, notifying the world via a single tweet. Was this abrupt relocation in response to ongoing protests outside its Denver office or Colorado's first-in-the-nation AI bill or something else entirely? Political commentator Adrian Felix joins producer Paul Karolyi and host Bree Davies to dig into the controversial company's departure, plus the uncertain future of Leven Supply after being seized for unpaid taxes, and our wins and fails of the week. What do you think about Palantir leaving town? We want to hear from you! Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: 720-500-5418 Adrian talked about the proposal to legalize prostitution, which we discussed earlier this week on the pod. Bree discussed the hand painted sign stolen from Duke's Good Sandwiches and Burgers and the local sign painters who created it. Paul mentioned RTD moving forward with its renaming of Civic Center Station despite pushback, Chad McWhinney and Kimbal Musk in the Epstein Files, and the Poetic Kinetics art installation coming to downtown this summer.  For more on Scott Bottoms' allegation of a “pedophile ring” at the Capitol, Mandy Connell pressed him on it on KOA yesterday.  After we recorded this episode, we heard back from AG Phil Weiser's office about Palantir and CO's AI law. His spokesperson says that they have not had any conversations with Palantir and that Weiser's position on the AI law remains unchanged since the CU Denver Artificial Intelligence Symposium last fall, when he said his office was going to “hold off on any rule making process to implement the law until after the 2026 legislative session concludes and the General Assembly has an opportunity to make substantive changes to the AI law. This approach will allow us to create the initial rules from a place of more certainty and stability in the underlying law as well as enable us to best use and conserve our limited law enforcement resources.” For even more news from around the city, subscribe to our morning newsletter at denver.citycast.fm. Watch clips from the show on YouTube: youtube.com/@citycastdenver or Instagram @citycastdenver Chat with other listeners on reddit: r/CityCastDenver Support City Cast Denver by becoming a member: membership.citycast.fm/Denver Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise

    My Morning Devotional
    Loving Others

    My Morning Devotional

    Play Episode Listen Later Feb 20, 2026 6:17 Transcription Available


    How do we love others when it feels difficult or even impossible?In today's episode, Lauren Alessi invites us to explore the real challenges of loving those around us, from everyday encounters at the grocery store to broken relationships that may need healing and forgiveness. Together, we'll discover how scripture calls us to extend grace, not because it's easy, but because God loved us first. We'll reflect on what this looks like in our families, friendships, and even with those who've hurt us. We'll also learn to ask God for wisdom in expressing love and forgiveness.Join the My Morning Devotional community as we pray for guidance to love others well, seeking God's help to nurture grace, set healthy boundaries, and grow in godly compassion.Tap HERE to send us a text! BECOME A FOUNDING "MY MORNING DEVOTIONAL" MEMBERIf you enjoy your 5 minute daily dose of heaven, we would appreciate your support, and we have a fun way for you to partner with the MMD community! We've launched our "Buy Me a Coffee" membership where you can buy us a latte, OR become a founding member and get monthly bonus video episodes! To donate, go to mymorningdevo.co/join! Support the showNEW VIDEO EPISODES! You can watch our new video episodes on YouTube! Watch Our Video Devotionals NEW TO MY MORNING DEVOTIONAL? We're so glad you're here! We're the Alessis, a ministry family working together in a church in Miami, FL, and we're so blessed to partner with the My Morning Devotional community and continue the great work done by the show's creator and our friend, Alison Delamota. We pray our personal reflections and devotions will empower you to grow your faith in God, and that you'll join us every morning in prayer! HELP US GROW THE MMD COMMUNITY Subscribe to the show on this app Share this with a friend Join our newsletter Follow Us on ⁠Instagram⁠ and ⁠Facebook⁠ ⁠Leave a review Support Our Friends and Family Connect with the original host of MMD Alison Delamota Follow our family's podcast The Family Business with The Alessis

    Taste Radio
    Expo West Is Pricey. Here's How To Make It Pay Off.

    Taste Radio

    Play Episode Listen Later Feb 20, 2026 29:15


    The real ROI of Expo West starts long before the show floor opens. In this episode, the team breaks down best practices for exhibitors looking to maximize your time and resources at one of the most competitive trade shows in the world. From building buzz before the event to making your product instantly understandable on the show floor, they outline practical tactics that separate the booths people remember from the ones they walk past. Show notes: 0:23: Back To The Future. Expo Excellence. Protein Pretzels. Accelerate CPG. Shirleys, Hippies & Hops. — The hosts preemptively thank attendees and partners who supported Taste Radio's Miami meetup. The conversation then turns to Natural Products Expo West 2026, with a focus on how emerging brands can stand out at such a large-scale trade show. They share strategies for building awareness ahead of the event and maintaining momentum through effective post-show follow-up. The episode also highlights several new product launches, including SuperPretzel's protein offering, a new "Shirley Cola" from Ben Stiller-backed Sippin' Shirley soda, Lance Collins' revived Accelerator energy drink, Hoplark's yerba mate-based release, Hazards hop water, and Hippie Energy. Brands in this episode: Dirty Saint, True Dates, Super Pretzel, Accelerator, Hoplark, Hazards, Hippie Energy, Hippie Water, LifeAid, Core Water, BodyArmor, Fuze, C4, Ghost, Dr. Brown's, Stiller's Soda, Slice, Auntie Anne's

    Orange and Brown Talk Podcast
    Browns NFL Draft preview: Tackles, sleepers and the Caleb Downs debate

    Orange and Brown Talk Podcast

    Play Episode Listen Later Feb 20, 2026 71:49


    On this episode of the Orange and Brown Talk podcast, Lance Reisland and Dan Labbe dive into the 2026 NFL Draft. They start in the trenches, breaking down the top offensive tackle prospects like Spencer Fano from Utah and Francis Mauigoa from Miami. Lance explains why he values 'nastiness' and a love for the game over pure analytics when scouting linemen, and they identify some Day 2 and Day 3 sleepers. Then, the conversation shifts to the skill positions, including Jordyn Tyson, Makai Lemon and Carnell Tate. Of course, the guys have the mandatory Cleveland media discussion: Should the Browns take Ohio State safety Caleb Downs at No. 6? They debate the philosophy of drafting the best player available versus a premier position of need like offensive tackle. The episode wraps with a look at the quarterback class, discussing why a player like Garrett Nussmeier might be a forgotten man and what to make of Alabama's Ty Simpson. Follow us: On X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/orangebrowntalk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: h⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ttps://www.youtube.com/@ClevelandBrownsonclevelandcom⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/orangeandbrowntalk/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music credits: Ice Flow by Kevin MacLeod Link: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://incompetech.filmmusic.io/song/3898-ice-flow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ License: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://filmmusic.io/standard-license⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

    Joe Rose Show
    Omar's Dating Story, Dolphins to Keep Tua?

    Joe Rose Show

    Play Episode Listen Later Feb 20, 2026 17:59


    Omar Kelly shares a story about getting catfished on a dating app by someone using AI before diving into the latest Miami Dolphins roster moves. Omar explains why the release of James Daniels caught him off guard, noting the financial downside for Miami, and then breaks down the complicated situation surrounding Tua Tagovailoa. He details why a post–June 1st decision could be key, why the resolution may take time, and how the numbers could ultimately make keeping Tua the most realistic path.

    Joe Rose Show
    HR 1- AI Catfishing, Dolphins Moves, Tua Talk

    Joe Rose Show

    Play Episode Listen Later Feb 20, 2026 43:50


    Hour 1 kicks off with Omar Kelly sharing a funny story about getting catfished on a dating app by someone using AI before shifting into football talk. Omar reacts to the latest Miami Dolphins moves, explaining why the release of James Daniels was the only decision that truly surprised him financially, and dives into the complicated outlook for Tua Tagovailoa, noting a post–June 1st move may be key even as the situation drags out. The show also features a conversation with Jeff Darlington.The guys discuss the Los Angeles Chargers hiring Adam Gase and Mike McDaniel, with Omar believing the offensive minds could mesh well despite McDaniel still being paid by Miami.

    Joe Rose Show
    Poupart on Tua, Achane & Dolphins Decisions

    Joe Rose Show

    Play Episode Listen Later Feb 20, 2026 19:13


    Alain Poupart joins the show to break down the biggest offseason questions facing the Miami Dolphins, starting with the complicated future of Tua Tagovailoa and what a potential release would mean financially and competitively. Poupart also weighs in on the decision surrounding De'Von Achane, explaining why he's hesitant to give long-term deals to running backs while still believing Miami shouldn't move on from Achane. The conversation centers on the importance of not overcommitting to good players, before shifting to whether Malik Willis could be a fit in Miami and what his contract might look like. Poupart and Omar wrap up with a broader look at the quarterback market and how it could shape the Dolphins' next move under center.

    Joe Rose Show
    HR 3- Alain Poupart Joins, Dolphins Decisions, QB Market

    Joe Rose Show

    Play Episode Listen Later Feb 20, 2026 35:02


    Hour 3 includes Alain Poupart joining to break down the biggest offseason decisions facing the Miami Dolphins, including the complicated future of Tua Tagovailoa and what a potential release could look like. Poupart also weighs in on De'Von Achane's value, explaining why he's cautious about long-term deals for running backs while still believing Miami shouldn't trade him, stressing the importance of not overcommitting to good players. The conversation shifts to the quarterback market as a whole, including whether Malik Willis could be a fit in Miami and what his contract might look like. Plus, the guys lighten things up by previewing Dan Day's Friday night DJ set at Duffy's and highlight a packed South Florida sports weekend with F1 returning to Miami, Canes hoops and baseball, the Heat back from the break, and plenty more action across the sports landscape.

    Joe Rose Show
    Should Dolphins Trade Achane?

    Joe Rose Show

    Play Episode Listen Later Feb 20, 2026 10:44


    The guys debate whether the Miami Dolphins should consider trading De'Von Achane, questioning how the team should handle his future as he approaches the end of his rookie deal. Omar suggests the smarter path may be letting Achane play out the final year of his contract before potentially using the franchise tag, stressing the need for players to earn big paydays. The conversation also touches on Miami's lack of true open competition at quarterback and whether Achane would even want to stick around through a rebuild during his prime years.

    Shan and RJ
    Hour 1: NBA tank rules and bad news for the Cowboys in the NFC East

    Shan and RJ

    Play Episode Listen Later Feb 20, 2026 42:35


    New rules in the NBA regarding the NBA Draft to avoid teams that tank. Lane Johnson is returning another year for the Eagles. Miami police warn other cities about Tyreek Hill. Aliens vs A.I.

    Dateline NBC
    Michigan husband on bodycam. Trial of former college football player. Plus, stadium safety tips.

    Dateline NBC

    Play Episode Listen Later Feb 19, 2026 28:46


    In Michigan, prosecutors play bodycam at the trial of Dale Warner, a farmer on trial for allegedly murdering his wife and concealing her body in a fertilizer tank. In Miami, twenty years after Bryan Pata, the star defensive lineman on the University of Miami football team, was gunned down on the way home from practice, his teammate goes on trial for his murder. In Dateline Round Up, verdicts in the Paul Caneiro and Tara Baker trials. Plus, NBC News' Vicky Nguyen shares some tips on stadium safety.   Nancy Guthrie Tipline: 1-800-CALL-FBI (1-800-225-5324)   Nancy Guthrie images: https://www.fbi.gov/wanted/kidnap/nancy-guthrie   Find out more about the cases covered each week here: www.datelinetruecrimeweekly.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Ultimate Human with Gary Brecka
    246. Gary Brecka Answers Google's Most Searched Questions On His Diet, Wellness and Lifestyle

    The Ultimate Human with Gary Brecka

    Play Episode Listen Later Feb 19, 2026 10:19


    I'm sitting down to answer your most searched Google questions, from the specifics of my whole-food diet and daily morning routine to the exact protocol I used to transform Dana White's health. I'll explain why I treat my body like a temple by filtering my environment and how you can use biological "superpowers" like fasting and breathwork to reclaim your baseline. It's all about the simple, repeatable science that turns the lights on every single day. CLICK HERE TO BECOME GARYS VIP!: ⁠https://bit.ly/4ai0Xwg⁠ Thank you to our partners A-GAME: “ULTIMATE15” FOR 15% OFF: ⁠http://bit.ly/4kek1ij⁠ AION: “ULTIMATE10” FOR 10% OFF: ⁠https://bit.ly/4h6KHAD⁠ AIRES: "ULTIMATE20 " FOR 20% OFF: ⁠https://bit.ly/4a3Duze⁠ BAJA GOLD: "ULTIMATE10" FOR 10% OFF: ⁠https://bit.ly/3WSBqUa⁠ BODYHEALTH: “ULTIMATE20” FOR 20% OFF: ⁠http://bit.ly/4e5IjsV⁠ CARAWAY: “ULTIMATE” FOR 10% OFF: ⁠https://bit.ly/3Q1VmkC⁠ COLD LIFE: THE ULTIMATE HUMAN PLUNGE: ⁠https://bit.ly/4eULUKp⁠ GENETIC METHYLATION TEST (UK ONLY): ⁠https://bit.ly/48QJJrk⁠ GENETIC TEST (USA ONLY): ⁠⁠https://bit.ly/3Yg1Uk9⁠ GOPUFF: GET YOUR FAVORITE SNACK!: ⁠https://bit.ly/4obIFDC⁠ H2TABS: “ULTIMATE10” FOR 10% OFF: ⁠https://bit.ly/4hMNdgg⁠ HEALF: 10% OFF YOUR ORDER: ⁠https://bit.ly/41HJg6S⁠ PEPTUAL: “TUH10” FOR 10% OFF: ⁠https://bit.ly/4mKxgcn⁠ RHO NUTRITION: “ULTIMATE15” FOR 15% OFF: ⁠https://bit.ly/44fFza0⁠ SNOOZE: LET'S GET TO SLEEP!: ⁠https://bit.ly/4pt1T6V⁠ WHOOP: JOIN & GET 1 FREE MONTH!: ⁠https://bit.ly/3VQ0nzW⁠ Watch  the “Ultimate Human Podcast” every Tuesday & Thursday at 9AM EST: YouTube: ⁠https://bit.ly/3RPQYX8⁠ Podcasts: ⁠https://bit.ly/3RQftU0⁠ Connect with Gary Brecka Instagram: ⁠https://bit.ly/3RPpnFs⁠ TikTok: ⁠https://bit.ly/4coJ8fo⁠ X: ⁠https://bit.ly/3Opc8tf⁠ Facebook: ⁠https://bit.ly/464VA1H⁠ LinkedIn: ⁠https://bit.ly/4hH7Ri2⁠ Website: ⁠https://bit.ly/4eLDbdU⁠ Merch: ⁠https://bit.ly/4aBpOM1⁠ Newsletter: ⁠https://bit.ly/47ejrws⁠ Ask Gary: ⁠https://bit.ly/3PEAJuG⁠ Timestamps 00:00 Intro of Show 01:02 Gary's Whole Foods Diet 02:22 Why Does Gary Live in Miami? 03:15 Gary's Morning Routine 04:56 Does Gary Ever Eat Doughnuts? 06:49 How Did Gary Transform Dana White's Health? Disclaimer: This podcast is for informational purposes only and does not provide medical advice. It is not intended for diagnosing or treating any health condition. Always consult a licensed healthcare professional before making health or wellness decisions. Gary Brecka is the owner of Ultimate Human, LLC which operates The Ultimate Human podcast and promotes certain third-party products used by Gary Brecka in his personal health and wellness protocols and daily life and for which Ultimate Human LLC and / or Gary Brecka directly or indirectly holds an economic interest or receives compensation.  Accordingly, statements made by Gary Brecka and others (including on The Ultimate Human podcast) may be considered promotional in nature. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Rich Eisen Show
    Hour 3: Terron Armstead Talks Tua & Dolphins, plus Comedian Earthquake In-Studio

    The Rich Eisen Show

    Play Episode Listen Later Feb 19, 2026 46:44


    Former Pro Bowl OT Terron Armstead and Rich discuss the Dolphins' “full reset” and Tua Tagovailoa's uncertain future in Miami, how free agent QB MalikWillis could benefit from a move from the Packers to the Dolphins, and reveals what advice he has for Will Campbell after the Patriots OT's dreadful Super Bowl LX vs the Seahawks.   Comedian Earthquake joins Rich in-studio to plug his new ‘Joke Telling Business Netflix special, how got his start in comedy after a career in the military, his die-hard Washington Commanders fandom, and reveals why he has ZERO respect for the New England Patriots' Super Bowl berth.   Rich laments his position on IMDB's celebrity birthday rankings. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Hot Girl Talks
    court is in session

    Hot Girl Talks

    Play Episode Listen Later Feb 19, 2026 56:18


    this week on Delusional Diaries, Halley and Jaz catch up the only way they know how... from celebrating 100 Solidcore classes and resurrecting 90s Tae Bo, to surviving the most aggressive New York cold snap of all time, the girls recap wedding weekends, Miami plans, Turks anticipation, and why group trips, where everyone's down to drink and beat the same topics into the ground, are elite. there's also a deep dive into phone battery conspiracies, hoarder-level camera rolls, and the mildly concerning contents of their notes apps.but the heart of the episode centers around Halley's intense court experience after being “allegedly” assaulted in New York. she opens up about testifying, being cross-examined by the defendant (who represented himself), the chaos of courtroom objections, and the emotional toll of being photographed and gaslit throughout the process. it's raw, frustrating, at times darkly funny, and an ironic reminder of how draining the legal system can be… especially when someone refuses accountability. the girls unpack what it felt like in real time, from courtroom theatrics to the surreal moment of watching TikTok evidence played out in court.as always, the episode balances heavy with hilariously chaotic. they spiral into jury duty fantasies, debate whether you can escape hell once you're in it, confess to adult-onset lice trauma (yes, really), read old hate letters to brokers, and expose their most embarrassing past crushes. Timestamps11:08 - Halley Kate Court26:00 - Looking forward to in Feb 30:12 - Sentimental value 35:08 - Our notes app 43:43 - The ABCs 46:56 - But you're an adult More of Delusional Diaries Podcast:Instagram: https://www.instagram.com/delusionaldiariespodcast/TikTok: https://www.tiktok.com/@delusionaldiariespodcastYoutube: https://www.youtube.com/@DelusionaldiariespodcastSubstack: https://delusionaldiariespodcast.substack.com/Website: https://delusionaldiaries.com/More of Halley:Instagram: https://www.instagram.com/halleykmcg/TikTok: https://www.tiktok.com/@halleykateMore of Jaz:Instagram: https://www.instagram.com/justjazzzyidk/TikTok: https://www.tiktok.com/@justjazzzyidkYouTube: https://www.youtube.com/justjazzzyidkLinks Cozy Earth: Go to cozyearth.com/DELUSIONAL for up to 20% off and use code DELUSIONAL Blissy: Wake up with clearer skin, smoother hair, and cooler sleep. Use code DIARIES for an extra 30% off atblissy.com/DIARIES Quince: Got to quince.com/delusional for free shipping and 365 day returns Apartments.com: apartments.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Alexi Lalas’ State of the Union Podcast
    Balogun's historic brace, Berhalter vs. Klinsmann, will Messi & Miami repeat?

    Alexi Lalas’ State of the Union Podcast

    Play Episode Listen Later Feb 19, 2026 69:06


    Alexi Lalas and David Mosse are back with a new episode of State of the Union! The duo starts the show with their preview for the 2026 MLS season and debate if any club can dethrone Inter Miami. After, they dive into the week's Champions League action, including Folarin Balogun's brace vs PSG, Juventus losing again despite another McKennie assist and Bodø/Glimt toppling Inter Milan. Then, they break down Christian Pulisic starting on the bench again in Milan's draw vs Como and Arsenal dropping points to last place Wolves. In #AskAlexi, the question is posed whether or not Jurgen Klinsmann and Gregg Berhalter were good managers just at the wrong time for the USMNT, and to finish in One For The Road, Alexi gives his top 5 MLS jersey power rankings. Intro: (0:00)2026 MLS Season Preview (3:50)UCL Recap: Vini Jr goal overshadowed by racism (16:10)#AskAlexi: U.S. ID & Berhalter vs. Klinsmann (42:34)One For The Road: MLS Jersey Power Rankings (54:55) Learn more about your ad choices. Visit podcastchoices.com/adchoices

    The Kevin Sheehan Show
    Should The Commanders Retain Deebo Samuel Or Pursue Tyreek Hill? | 'Take Command'

    The Kevin Sheehan Show

    Play Episode Listen Later Feb 19, 2026 25:44


    From 'Take Command' (subscribe here): Roster moves have begun across the NFL but most notably in Miami, with the Dolphins releasing Tyreek Hill AND Bradley Chubb... Logan and Grant breakdown Deebo Samuel's contract voiding, whether Commanders should pursue Hill, and more! To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

    Nightcap with Unc and Ocho
    Nightcap Hour 2: Miami POLICE OFFICER REJOICES After Dolphins CUT Tyreek Hill + Raiders TRADE DEMANDS for Maxx Crosby + LeBron BACK TO CLEVELAND & Stream FAREWELL TOUR?! + Mick Cronin CRASHES OUT on REPORTER

    Nightcap with Unc and Ocho

    Play Episode Listen Later Feb 19, 2026 66:00 Transcription Available


    Shannon Sharpe and Chad “Ochocinco” Johnson react to the Miami Officer who arrested Tyreek Hill in 2024 posts a Facebook post rejoicing that Tyreek has been cut from the Miami Dolphins, Browns Offensive lineman Wyatt Teller is not coming back to Cleveland, the Las Vegas Raiders want. Premium player and two first round picks for Maxx Crosby and much more! Subscribe to Nightcap presented by PrizePicks so you don’t miss out on any new drops! Download the PrizePicks app today and use code SHANNON to get $50 in lineups after you play your first $5 lineup! Visit https://prizepicks.onelink.me/LME0/NI...0:00 - Miami-Dade officer who arrested Tyreek Hill in 2024 crazy Facebook post4:37 - Wyatt Teller announces he will not be back in Cleveland in 20268:41 - Raiders trade demands for Maxx Crosby17:22 - 99% chance Bron signs with Cleveland if he’s willing to take a pay cut27:46 - Kyrie Irvin will miss remainder of Mavs season30:00 - Jake Bale attempted to lunge an entire marathon35:50 - Coach Mick Cronin goes off on a reporter47:55 - Play or Fade53:55 - Q & Aaayyy (Timestamps may vary based on advertisements.) #ClubSee omnystudio.com/listener for privacy information.

    My Morning Devotional
    Loving Yourself

    My Morning Devotional

    Play Episode Listen Later Feb 19, 2026 7:34 Transcription Available


    Do you ever find it hard to truly love yourself?In today's episode, host Lauren Alessi invites us to journey deeper into Psalm 139:14 as we explore the meaning of finding our confidence in Christ and embracing who God created us to be. Together, we'll learn why loving ourselves is a vital foundation, before we talk about loving others, and how God's truth can quiet our insecurities. We'll reflect on the normal struggles we all face with self-image, from the earliest moments of childhood to adulthood, and discover a new way forward by submitting our flaws and fears into God's hands.Join our community for this uplifting devotional as we come together in prayer, asking God to help us see ourselves as His wonderful creation and to remind our souls of His enduring love.Tap HERE to send us a text! BECOME A FOUNDING "MY MORNING DEVOTIONAL" MEMBERIf you enjoy your 5 minute daily dose of heaven, we would appreciate your support, and we have a fun way for you to partner with the MMD community! We've launched our "Buy Me a Coffee" membership where you can buy us a latte, OR become a founding member and get monthly bonus video episodes! To donate, go to mymorningdevo.co/join! Support the showNEW VIDEO EPISODES! You can watch our new video episodes on YouTube! Watch Our Video Devotionals NEW TO MY MORNING DEVOTIONAL? We're so glad you're here! We're the Alessis, a ministry family working together in a church in Miami, FL, and we're so blessed to partner with the My Morning Devotional community and continue the great work done by the show's creator and our friend, Alison Delamota. We pray our personal reflections and devotions will empower you to grow your faith in God, and that you'll join us every morning in prayer! HELP US GROW THE MMD COMMUNITY Subscribe to the show on this app Share this with a friend Join our newsletter Follow Us on ⁠Instagram⁠ and ⁠Facebook⁠ ⁠Leave a review Support Our Friends and Family Connect with the original host of MMD Alison Delamota Follow our family's podcast The Family Business with The Alessis

    Grant and Danny
    Should The Commanders Retain Deebo Samuel Or Pursue Tyreek Hill? | 'Take Command'

    Grant and Danny

    Play Episode Listen Later Feb 19, 2026 25:44


    From 'Take Command' (subscribe here): Roster moves have begun across the NFL but most notably in Miami, with the Dolphins releasing Tyreek Hill AND Bradley Chubb... Logan and Grant breakdown Deebo Samuel's contract voiding, whether Commanders should pursue Hill, and more! To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

    Rootsland
    "What Remains" The Final Cut

    Rootsland

    Play Episode Listen Later Feb 19, 2026 17:26 Transcription Available


    In this episode of Rootsland, Henry K connects a sumo wrestler in Japan, Bob Marley in Miami, and the quiet reality most of us eventually face.After watching the retirement ritual of Yokozuna Terunofuji — where a lifetime of discipline ends with the cutting of a top knot — Henry is reminded of another private moment decades earlier, when Bob Marley made a deeply personal decision at the end of his life.From Kingston yards to forgotten musicians, from champions to the ones who never made the top division, this episode reflects on what remains when titles fall away and the crowd goes home.Most of us don't retire as legends.We go back home.And somehow, the dignity is just as real.Support the Rootsland Team https://rootsland.captivate.fm/supportProduced by Henry K in association with Voice Boxx Studios Kingston, JamaicaListen out for Henry K's upcoming appearance on Hippie-Fari Reggae Radio & Podcast | iHeartROOTSLAND NATION Reggae Music, Podcast & MerchandiseFundraiser by William Brawner : Rebuilding For The Future In The Wake of Hurricane MelissaProduced by Henry K in association with Voice Boxx Studios Kingston, JamaicaClosing Song: "One Day at a Time" Sugar Black & Lehbanchuleh ROOTSLAND NATION Reggae Music, Podcast & Merchandise

    Cup to Cup | The Comedy Podcast
    MIAMI IGUANAS MEET PAUL WALKER

    Cup to Cup | The Comedy Podcast

    Play Episode Listen Later Feb 19, 2026 128:58


    A casual conversation turns into runway complaints, sports movie debates delivered with dangerous confidence, and a Big Board that refuses to stay calm. We hit Rapid Fire, Florida Man, Dad Tip, and more — none of which go quietly. There are bold rankings, questionable logic, and at least one take that probably should've been left in the group chat. Somehow Miami, movie nostalgia, and absolute chaos all end up in the same episode.

    Joe Rose Show
    Leadership Styles, Shula Stories, Willis to Miami?

    Joe Rose Show

    Play Episode Listen Later Feb 19, 2026 11:06


    Joe and Bokamper dive into Mike McDaniel's leadership style and debate whether he'll get another head coaching job in the NFL. They compare/contrast him to legends like Don Shula and share stories from the 80s, including Mark Clayton pushing back on Shula and Jimmy Johnson benching Michael Irvin. The guys also reflect on how players back in their day never missed meetings or showed up late, discuss the challenges Tyreek Hill faces coming back from a serious injury, and weigh in on the possibility of Malik Willis landing in Miami.

    Joe Rose Show
    HR 4- Leadership Styles, Staff Expectations, Dolphins QB Dillemma

    Joe Rose Show

    Play Episode Listen Later Feb 19, 2026 37:02


    In hour 4 Joe and Bokamper reflect on Mike McDaniel's leadership style, comparing/contrasting him to legends like Don Shula and sharing classic 80s stories, including Mark Clayton pushing back on Shula and Jimmy Johnson benching Michael Irvin. They discuss how much expectations and professionalism have changed over the years, then shift to the Dolphins, weighing the possibility of Malik Willis landing in Miami. The conversation also covers Tua's future, including a 90% chance he's gone next season, and explores other QB options like Quinn Ewers while noting Zach Wilson has seemingly disappeared from the conversation. Plus, they touch on how coaching staffs have expanded and even joke about whether college students should start majoring in football specifically.

    Joe Rose Show
    Jeff Darlington on Mike McDaniel and What Went Wrong With Tua

    Joe Rose Show

    Play Episode Listen Later Feb 19, 2026 19:32


    Jeff Darlington joins to share his experiences covering Wimbledon before diving into Mike McDaniel and the Dolphins breakup. They break down why McDaniel opted to become the Chargers' offensive coordinator instead of taking a head coaching job with a struggling team, giving him a chance to reset and potentially land a better opportunity later. Darlington weighs in on McDaniel's leadership style, what went wrong in Miami, and how dynamics differ between being a coordinator versus leading as a head coach, while Bokamper offers his take on where McDaniel fits best. Darlington also weighs in on the situation with Tua Tagovalioa and what lies ahead for him.

    Joe Rose Show
    Trade Minkah?, DCC, & Malik Willis

    Joe Rose Show

    Play Episode Listen Later Feb 19, 2026 14:21


    Rumors continue to swirl as the guys discuss the possibility of Minkah Fitzpatrick being moved and what the future could hold for key playmakers like Waddle and Achane, including Miami reportedly turning down a trade offer for Waddle from Buffalo at the trade deadline. With the Dolphins Cancer Challenge around the corner, Joe also takes time to promote the event before shifting back to football and the uncertainty of free agency, where overspending remains a real concern. The conversation then turns to Malik Willis — the new GM and head coach know him well from their Green Bay days, but while the flashes are intriguing, the limited tape raises questions about whether he can truly be a franchise answer

    Joe Rose Show
    JD Arteaga Discusses Canes Baseball Hot Start

    Joe Rose Show

    Play Episode Listen Later Feb 19, 2026 11:29


    Miami baseball head coach JD Arteaga joins the show to discuss the team's strong start and why a talented freshman class has made an immediate impact. Arteaga highlights the overall depth of the roster and how it's helped fuel early success while also sharing how he navigates roster management in the modern NIL and transfer portal era. He also looks ahead to a big upcoming series against the Florida Gators, outlining what his team must do to keep the momentum rolling.

    Joe Rose Show
    HR 2- NFL Draft Talk, JD Arteaga Joins, Hollywood's Headlines

    Joe Rose Show

    Play Episode Listen Later Feb 19, 2026 39:58


    Hour 2 begins with draft talk as the guys discuss how top prospects get picked apart this time of year, with Joe standing firm that Mendoza has what it takes to be a successful NFL quarterback and questioning what more evaluators need to see after strong performances against Miami's defense in the National Champioship. The conversation also highlights how Mesidor and Reuben Bain elevated their play during the playoff run. Hurricanes baseball head coach JD Arteaga then joins to break down the team's hot start, praising the freshman class, overall roster depth, and navigating the NIL and transfer portal era while previewing a big series against Florida. The hour wraps with Hollywood's Headlines featuring All-Star Weekend reactions, a Kevin Durant legacy debate, a bizarre airport arrest story, and discussion of a proposed Florida bill aimed at helping high school athletes named after Teddy Bridgewater.

    Joe Rose Show
    HR 3- Jai Lucas, Kim Bokamper & Jeff Darlington Join

    Joe Rose Show

    Play Episode Listen Later Feb 19, 2026 48:11


    Hour 3 kicks off with Canes basketball head coach Jai Lucas joining to discuss the team's hot stretch. Lucas breaks down how Miami has found ways to win in different ways, the incredible turnaround after a tough season last year, and his approach to coaching—pushing players hard while adjusting for different personalities. The conversation shifts to the Dolphins, including the release of four players and the possibility of trading Waddle or Minkah Fitzpatrick. Later, Jeff Darlington joins to share his experience covering Wimbledon and weigh in on Mike McDaniel's decision to take the Chargers OC job instead of a struggling head coaching gig, offering insight into what went wrong in Miami and the differences between coordinating and leading as a head coach.Joe, Bo, and Darlington also get into a discussion about Tua Tagovailoa.

    Ventana 14 desde Cuba por Yoani Sánchez
    Cafecito informativo del jueves 19 de febrero de 2026

    Ventana 14 desde Cuba por Yoani Sánchez

    Play Episode Listen Later Feb 19, 2026 12:21


    Los temas del "cafecito informativo" de este jueves 19 de febrero de 2026: Moscú no se compromete a una ayuda petrolera a Cuba EE UU advierte a Cuba de que debe realizar "cambios drásticos" Impiden viajar a periodista independiente Gema y Pavel en concierto en Miami

    The Tara Show
    H3: Tax the Rich? NYC's Collapse & War With Iran

    The Tara Show

    Play Episode Listen Later Feb 19, 2026 29:08


    A nine-year-old once asked a simple question during a presidential campaign: “If the rich are going to pay for everything… how?” That question is now playing out in real time. New York City has an $127 billion budget for eight million residents — and it's still billions short. Meanwhile, Florida runs a $117 billion budget for 23 million people. We break down: The math problem behind “tax the rich” politics New York City's budget crisis The migration of wealth and business to Florida Governor Ron DeSantis contrasting Florida's spending with NYC The continued expansion of tech and finance into Miami Palantir Technologies relocating operations south European legal pressure on X Germany's dispute involving Hungarian Prime Minister Viktor Orbán Rising U.S.–Iran tensions The legacy of the strike on Qasem Soleimani From urban fiscal collapse to censorship battles to Middle East escalation — today's episode connects the economic, political, and geopolitical dots.

    World Business Report
    Nationwide union strike in Argentina over labor reforms

    World Business Report

    Play Episode Listen Later Feb 19, 2026 26:30


    Buenos Aires comes to a halt as workers stage another general strike over labor reforms - with protestors gathering outside Congress, as politicians inside debated. We hear the latest from the ground. US imports continued to outpace exports last year, pushing the country's trade deficit to a record high of about 1.2 trillion dollars. Meanwhile, Canada has narrowed its trade deficit thanks to aerospace exports. We speak to the president a Miami‑based consultancy that looks at trade figures.And Nestle has unveiled its full year results - announcing it was streamlining its operations, including selling its remaining ice cream business to Haagen-Dazs owner Froneri. We hear from someone who represents investors in Nestle as a fund manager with the Lichenstein State Bank and ask if recent baby formula controversy has damaged the company's overall financial position.(Picture: Demonstrators take part in a protest outside Argentina's National Congress on the day lawmakers discuss labor reforms proposed by President Javier Milei's in Buenos Aires, Argentina February 19, 2026. Credit: REUTERS/Agustin Marcarian).

    Dateline: True Crime Weekly
    Michigan husband on bodycam. Trial of former college football player. Plus, stadium safety tips.

    Dateline: True Crime Weekly

    Play Episode Listen Later Feb 19, 2026 28:46


    In Michigan, prosecutors play bodycam at the trial of Dale Warner, a farmer on trial for allegedly murdering his wife and concealing her body in a fertilizer tank. In Miami, twenty years after Bryan Pata, the star defensive lineman on the University of Miami football team, was gunned down on the way home from practice, his teammate goes on trial for his murder. In Dateline Round Up, verdicts in the Paul Caneiro and Tara Baker trials. Plus, NBC News' Vicky Nguyen shares some tips on stadium safety.Nancy Guthrie Tipline: 1-800-CALL-FBI (1-800-225-5324)Nancy Guthrie images: https://www.fbi.gov/wanted/kidnap/nancy-guthrieFind out more about the cases covered each week here: www.datelinetruecrimeweekly.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Jockular
    Mr. Smith Goes to Unrivaled

    Jockular

    Play Episode Listen Later Feb 19, 2026 50:15


    The jocks sent producer Charlie to Miami with a press pass for Unrivaled's Stud Budz Night, where he hits the postgame pressers, talks to players (including the Stud Budz themselves), and returns with gifts. Join us on Patreon: patreon.com/jockular Learn more about your ad choices. Visit megaphone.fm/adchoices

    Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0
    Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z

    Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0

    Play Episode Listen Later Feb 19, 2026 55:18


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

    The Marc Cox Morning Show
    Hour 2 [02/19/2026]: Prince Andrew Arrest, Randy Fine Controversy, Tom Ackerman on Sports, and Quirky Global News

    The Marc Cox Morning Show

    Play Episode Listen Later Feb 19, 2026 33:28


    Marc Cox and the team open with the shocking arrest of Prince Andrew Mountbatten Windsor on his 66th birthday, exploring financial misconduct allegations and implications from the Epstein files. The hour shifts to Florida Congressman Randy Fine defending dogs over cultural mandates, sparking calls for censure. Tom Ackerman joins to break down Miami of Ohio's undefeated season and Missouri's narrow basketball wins, highlighting key player performances and March tournament prospects. The segment closes with fast-moving “In Other News” stories covering Chick-fil-A research, a stuck Amazon van, Shia LaBeouf's arrest, NASA's Artemis 2 prep, UFO claims, and a centuries-old Swedish shipwreck. Hashtags: #PrinceAndrew #EpsteinFiles #RandyFine #TomAckerman #MiamiRedhawks #MizzouBasketball #ChickFilA #NASA #Artemis2 #UFOs #SwedenShipwreck

    The Marc Cox Morning Show
    Tom Ackerman on Miami of Ohio's Perfect Season and Missouri's Narrow Win

    The Marc Cox Morning Show

    Play Episode Listen Later Feb 19, 2026 9:35


    Tom Ackerman joins Marc to discuss standout performances in college and professional sports. They cover Miami of Ohio's 26–0 basketball season, SLU and VCU matchups, Missouri's narrow win over Vanderbilt, and Illinois' dominant showing. Ackerman highlights team dynamics, coaching impact, and player development, while also touching on baseball spring training and the Cardinals' roster outlook. The conversation blends analysis, fan perspective, and predictions for upcoming NCAA and MLB action. Hashtags: #TomAckerman #MarcCoxMorningShow #MiamiOfOhio #CollegeBasketball #MissouriBasketball #NCAA #MLB #Cardinals #SportsAnalysis

    The Marc Cox Morning Show
    The Marc Cox Morning Show 02/19/2026 (Full Show): Montana Adventures, Prince Andrew Legal Drama, and Global Headlines

    The Marc Cox Morning Show

    Play Episode Listen Later Feb 19, 2026 124:52


    Marc Cox returns from Montana and leads a packed show across four dynamic hours. Hour 1 opens with Marc recounting his mountain trip with Kim St. Onge and Ethan Bright, then moves into Prince Andrew's arrest and a deep dive on congressional stock scandals. Hour 2 covers the royal scandal in detail, Florida Congressman Randy Fine defending dogs over mandates, Tom Ackerman on Miami of Ohio and Missouri basketball, and quirky global headlines from Chick‑fil‑A research to UFO claims. Hour 3 expands on Prince Andrew's legal issues, brings in Jim Talent on Iran and U.S. foreign policy, Paul Perez on Border Patrol challenges, and closes with Kim on a Whim spotlighting congressional trading profits. Hour 4 examines Christian nationalism in America, Shannon Bream on legal and Supreme Court updates, Griff Jenkins reporting from Arizona on a DNA investigation, and President Trump's introduction of the Board of Peace with global leaders. Each hour blends breaking news, expert analysis, and on-the-ground reporting, tying domestic politics, royal scandals, and international affairs into a compelling morning narrative. Hashtags: #MarcCoxMorningShow #PrinceAndrew #EpsteinFiles #MontanaTrip #RandyFine #TomAckerman #JimTalent #PaulPerez #ChristianNationalism #GriffJenkins #Trump #BoardOfPeace #GlobalNews #UFOs #CongressionalStockTrading #MiddleEast

    WFYI News Now
    Update On ICE Detainee Dies At Miami Correctional, Day Care Funding Fix Bill, Homeless Bill, Crypto ATMS Ban, Martin University Campus For Sale

    WFYI News Now

    Play Episode Listen Later Feb 19, 2026 4:28


    An ICE detainee has died while in custody at the Miami Correctional Facility north of Kokomo —  the first at the Indiana prison. A massive backlog for state childcare assistance has spurred lawmakers to advance a financial plan. Lawmakers continue to move a bill they say will connect homeless people with resources through interactions with police. Crypto ATMs could soon be outlawed in Indiana, as lawmakers are close to final passage of  a bill. In Indianapolis, Content partner Mirror Indy reports Martin University's eastside campus is for sale. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. WFYI News Now is produced by Zach Bundy, with support from News Director Sarah Neal-Estes.

    Mo Egger
    2/18/26 - The Mo Egger Radio Show

    Mo Egger

    Play Episode Listen Later Feb 19, 2026 117:47 Transcription Available


    On Wednesday's show: A season of multiple truths for XU, a UK team that can't get out of its own way, and a Miami team that just keeps winning. Plus... Would you bet on the Reds? Does MLB really need to go away for a year? Is the internet right about Trey Hendrickson? Also..Rick Broering on XU and NKU Basketball, and Tom Gelehrter previews the FC Cincinnati season. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

    Softy & Dick Interviews
    Mike Florio on Hawks Sale Process, Walker Situation, LA-SF Travel

    Softy & Dick Interviews

    Play Episode Listen Later Feb 19, 2026 16:19 Transcription Available


    Mike Florio of PFT and NBC joins Dave Softy Mahler and Dick Fain to talk about the sale of the Seahawks becoming official today, the process and ownership dynamics of the situation, Kenneth Walker’s uncertain future, SF vs. LA in Australia, KC, and Miami.See omnystudio.com/listener for privacy information.

    Mo Egger
    2/18/26 - The Mo Egger Radio Show

    Mo Egger

    Play Episode Listen Later Feb 19, 2026 117:47 Transcription Available


    On Wednesday's show: A season of multiple truths for XU, a UK team that can't get out of its own way, and a Miami team that just keeps winning. Plus... Would you bet on the Reds? Does MLB really need to go away for a year? Is the internet right about Trey Hendrickson? Also..Rick Broering on XU and NKU Basketball, and Tom Gelehrter previews the FC Cincinnati season. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

    Blue Blood TV  Podcast
    S8 Ep.10 | The Great Reset: Duke's Revenge & the Carolina Collapse

    Blue Blood TV Podcast

    Play Episode Listen Later Feb 19, 2026 52:11


    Send a textS8 Ep.10 | The Great Reset: Duke's Revenge & the Carolina CollapseThe "Trimble Afterglow" lasted exactly 48 hours.

    Battered Herons
    MLS Is BACK! Inter Miami vs LAFC Preview | Can Messi Start 2026 With a Win?

    Battered Herons

    Play Episode Listen Later Feb 19, 2026 46:43


    Major League Soccer is BACK and Inter Miami open the 2026 season against LAFC in a massive early test.In this episode of Battered Herons, we break down:Expected starting XI for Inter MiamiMessi's fitness and role in the openerKey LAFC threats to watchTactical matchup: Mascherano vs LAFCBold predictions for the season debutScore predictions & player of the matchIs this the year Inter Miami makes a true MLS Cup push? Or is LAFC about to make an early statement?Drop your score predictions in the comments and join the Battered Family live

    Especialistas Del Deporte
    Punto Extra el Show

    Especialistas Del Deporte

    Play Episode Listen Later Feb 19, 2026 61:19


    Cambios en Miami, nuevo CO en Seattle y decisiones en Indy Hosted on Acast. See acast.com/privacy for more information.

    The Dan Le Batard Show with Stugotz
    Local Hour: The Glorious Sports Night In Coral Gables (feat. Nick Wright)

    The Dan Le Batard Show with Stugotz

    Play Episode Listen Later Feb 18, 2026 44:26


    "You see this? That's how you stretch!" It was a magical night for both Canes Hoops and Canes Baseball, which means it's time for Dan to give a soliloquy on the entire history of the University of Miami's athletic program since the days of Ichabod Crane. Plus, Nick Wright is playing in a poker game against guys named Señor Tilt, The Magician, and Doc Holliday with money on the line for the Shipping Container, but not for Nacho Man or Stone Cold Steve Bloated, who are in Pampano. Or Doral. Or Sunrise. Or maybe Delray. Today's cast: Dan, Greg, Roy, Jeremy, Mike, and Tony... plus Chris, Zas, and Domino on remote. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Code Switch
    The U.S., Cuba, and the people caught between

    Code Switch

    Play Episode Listen Later Feb 18, 2026 35:52


    The U.S. has been deporting people from Cuba in record numbers. That has come as a shock to many Cuban American communities, who had long enjoyed special protections that don't apply to most other immigrant groups. This week on the show we're talking about where this change fits into the trajectory of Cuban immigration to the U.S. We'll hear from Ada Ferrer, a historian at Princeton who shares how her family's divergent paths to the U.S. reverberated through her life. Then, we talk to historian Michael Bustamante of the University of Miami about how U.S.-Cuba immigration policy has evolved since the Cuban Revolution.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

    20/20
    Murder at The U: An Execution

    20/20

    Play Episode Listen Later Feb 18, 2026 40:01


    In episode 2 of "Murder at The U," enter the chaos of The University of Miami, where players are shot, brawls break out, and parties don't stop. It's the kind of chaos that could get someone killed.  To catch new episodes early, follow “30 for 30 Podcasts” for free on Apple Podcasts, Spotify, YouTube, Amazon Music, or wherever you listen to podcasts. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Florida Men on Florida Man
    Episode 364 - It's All Gravy

    Florida Men on Florida Man

    Play Episode Listen Later Feb 18, 2026 59:39


    Should all beaches be public property? Where does Florida rank in national beach access freedoms? On this episode, Josh Mills and Wayne McCarty discuss your favorite Florida Man headlines before being joined by Luke West for a brand-new 5-Minute Movie Review. The boys then begin Session 1 of "FMOFM Reads Point Break," a new segment where the crew reads through the entirety of a film script over the course of 20 episodes. In the episode finale, Josh takes the team on a deep dive into Florida's beach access laws and what they mean for everyday Floridians. The episode ends with an insane new musical guest, Dive Night from Miami, Florida. Headlines include: Florida Man arrested for crashing into a BMW dealership, Florida Man eats feral pig meat (update), Florida Man sues Walt Disney World over water slide catastrophe, Florida Woman bear-maces another Florida Woman for killing a chicken trying to cross the road. On Mic: Jesse Nieman, Josh Mills, Wayne McCarty, Luke West Each week, the Florida Men on Florida Man podcast blends comedy with the fascinating legends, lore, and history of the wildest state in the union: Florida. To learn more about the show, visit www.fmofm.com. Please consider supporting the show at Patreon.com/fmofmpodcast.

    Always College Football with Greg McElroy
    Mario Cristobal EXCLUSIVE + why a 24 team CFP would kill the regular season | Always College Football

    Always College Football with Greg McElroy

    Play Episode Listen Later Feb 18, 2026 52:22


    Mario Cristobal joins Greg McElroy to talk about the culture he has cultivated at Miami, how the Canes can move forward but still acknowledge all of their accomplishments, identifying players that “fit” what Miami is looking for, what Darian Mensah brings to the team and so much more. Plus, McElroy goes in depth on why a lot of big non conference games are getting canceled, if it is good for the fans and the health of the sport and the pro's and con's of a 24 team college football playoff. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    My Morning Devotional
    Guarding Hearts

    My Morning Devotional

    Play Episode Listen Later Feb 18, 2026 6:20 Transcription Available


    What holds your family, friendships, and community together when life feels scattered?In today's episode, host Lauren Alessi invites us to explore the heart of biblical love and the power it has to unite us in perfect harmony. Together, we'll reflect on verses like 1 Peter 4:8 and Colossians 3:14, uncovering how genuine love (more than rules, routines, or even good intentions) is what binds our faith, hope, and trust.Let's discover how applying love in our daily lives can transform our homes, relationships, and even our churches. Join our community in prayer and devotion as we seek a deeper understanding of love that reflects God's ultimate example for us.Tap HERE to send us a text! BECOME A FOUNDING "MY MORNING DEVOTIONAL" MEMBERIf you enjoy your 5 minute daily dose of heaven, we would appreciate your support, and we have a fun way for you to partner with the MMD community! We've launched our "Buy Me a Coffee" membership where you can buy us a latte, OR become a founding member and get monthly bonus video episodes! To donate, go to mymorningdevo.co/join! Support the showNEW VIDEO EPISODES! You can watch our new video episodes on YouTube! Watch Our Video Devotionals NEW TO MY MORNING DEVOTIONAL? We're so glad you're here! We're the Alessis, a ministry family working together in a church in Miami, FL, and we're so blessed to partner with the My Morning Devotional community and continue the great work done by the show's creator and our friend, Alison Delamota. We pray our personal reflections and devotions will empower you to grow your faith in God, and that you'll join us every morning in prayer! HELP US GROW THE MMD COMMUNITY Subscribe to the show on this app Share this with a friend Join our newsletter Follow Us on ⁠Instagram⁠ and ⁠Facebook⁠ ⁠Leave a review Support Our Friends and Family Connect with the original host of MMD Alison Delamota Follow our family's podcast The Family Business with The Alessis