Podcast appearances and mentions of Michael Dell

Michael Dell's son is selling bear-sized backyard batteries… for 95% cheaper than Elon's.How is Garmin beating the Apple Watch with run clubs?... By rocking Y2K little tech energy.Vita Coco's coconut water stock surged 400% since its IPO… because of peaks vs summits.Plus, we got the secret work schedule of James Bond writer Ian Fleming… it's a work-from-home productivity thriller.$COCO $GRMN $DELL $NUTGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

P.M. Edition for Aug. 3. Ford spent decades producing ho-hum workhorse cars–the Taurus, the Focus. WSJ autos reporter Ryan Felton explains why the company is hitting reverse. Plus, Michigan public health officials say two people have died in connection with the cyclosporiasis outbreak. And WSJ business reporter Natasha Khan discusses why Kimberly-Clark is embarking on a moonshot effort to make paper towels and toilet paper out of a spiny desert plant called hesperaloe. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, Tyson Foods lowers its profit outlook amid a cattle shortage. And Nissan reports its first quarterly profit in two years. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mark Zuckerberg's net worth declined by nearly $18 billion on Thursday as Meta's stock paced an 11-day losing streak, with Wall Street souring on the Facebook parent's plans to accelerate spending on AI. Shares of Meta plunged 9% as of Thursday afternoon, pacing what would be the stock's worst single-day loss this year so far and a 21.7% slide over the last 11 trading sessions. The latest dip in Meta's shares cut $17.8 billion from Zuckerberg's net worth, valued at $183.3 billion, ranking him the sixth-richest person in the world directly ahead of Nvidia's Jensen Huang ($167.2 billion) and behind Michael Dell ($228.9 billion). Learn more about your ad choices. Visit megaphone.fm/adchoices

The Outer Realm welcomes back special Guest Samuel Chong Date: July 29th, 2026 EP: 751 DISCUSSION: Samuel Chong returns and will be talking about UFOs in China, China's Roswell, Ancient advanced civilizations, ET Technologies, paranormal mysteries and more! Contact for the show - theouterrealmcontact@gmail.com https://linktr.ee/michelledesrochers_ About Samuel: Samuel Chong is a California-licensed attorney, certified Mandarin court and federal interpreter, Chinese translator (American Translators Association), and licensed massage therapist. He serves as a unique motivational keynote speaker on wellness, resilience, mindset, leadership, health and wellbeing, spirituality, near-death experiences, extraterrestrials (ETs), ancient mysteries, and esoteric knowledge. Drawing on scientifically grounded evidence and memorable personal stories, Samuel bridges science and spirituality to unlock human potential at a subconscious level. He delivers actionable strategies for productivity, resilience, and positive change while inspiring audiences with interdisciplinary insights from mind-body-spirit (MBS) principles. His work as a Mandarin interpreter for global leaders—including Richard Branson, Warren Buffett, and Michael Dell—has given him deep cross-industry knowledge and strategic foresight as a futurist. Samuel holds a J.D. from Northwestern California University School of Law, an M.A. in Financial Analysis from Universidad Carlos III de Madrid, a Graduate Certificate in Economic History from the London School of Economics, and a B.A. in Economics from UC Berkeley. He previously taught at UCLA Extension. A dedicated advocate for ET disclosure and ancient wisdom, Samuel was instrumental in arranging the Chinese edition of Michel Desmarquet's Thiaoouba Prophecy (a bestseller in both China and Taiwan) and has translated 334 ‰ Lies: The Revelation of H. M. v. Stuhl. He has personally visited the author and actively promotes these transformative messages of hope, planetary awakening, and a better world through the ChinaSona Foundation and its scholarship program. Based in Los Angeles, Samuel is a Founding Member of the Hollywood Disclosure Alliance. He brings his legal expertise, global perspective, and unique synthesis of esoteric knowledge with modern science to help integrate truthful UAP/ET narratives into entertainment media and public consciousness. His multilingual abilities (English, Mandarin, Spanish) and interdisciplinary background make him an invaluable bridge between researchers, experiencers, and Hollywood storytellers advancing ethical, fact-based disclosure. https://www.chinasona.org/speakers/ If you enjoy the content on the channel, please support us by commenting, subscribing and sharing : Thank you All !!! A formal disclosure: The opinions and information presented or expressed by guests on The Outer Realm Radio and Beyond The Outer Realm are not necessarily those of the TOR, BTOR Host, Sponsors, or the United Public Radio Network and it's producers. Although we value all of our guests and their perspectives, for Legal Purposes, all content must be listed and deemed "For Entertainment Purposes" We are always be respectful and courteous to all involved. Thank you, we appreciate you all !!! United Public Radio & UFO Paranormal Radio www.uprntalkradio.com

Mas información de 60 socios: https://wa.link/gmntfzUn estudio de 1986 demostró algo que rompe toda la lógica de contratación: vendedores optimistas sin las credenciales necesarias vendieron 21% más el primer año y 57% más el segundo año que vendedores calificados pero pesimistas. Te contamos ese estudio, más la app que Trump acaba de lanzar con mil dólares para cada bebé nacido en Estados Unidos, y por qué Anthropic y OpenAI dominan del puesto 1 al 14 en el ranking real de modelos de IA.En este episodio, Carlos Muñoz y Ricardo Moreno destapan el paper de Seligman sobre optimismo activo y ventas, el fenómeno de las Trump Accounts (antes Invest America) financiadas por Michael Dell, el duopolio real detrás de la inteligencia artificial según Arena.ai, y la nueva app Monogram que reemplaza el texto por interfaces visuales. Cierran con el estudio de Harvard sobre la penalidad laboral por obesidad femenina, el abandono de los autos eléctricos por parte de Honda y Porsche, y sus pronósticos para la final del Mundial.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Wanna tell us how you feel about the podcast? Text us!Three lawyers. Four sandwiches. Zero filter.This week, Andy, Ed, and Terry bring in Ozzy's Market — one of St. Louis' newest restaurants, a grab-and-go café on Washington Avenue in Downtown West — straight to the Brown & Crouppen studio on The Hill for a taste test. On the menu: chicken salad, Italian combo on focaccia, chopped cheese with tomato jam, and a spicy house-made meatball sub. Spoiler: the tomato jam is doing a lot of work.But as always, the food is just the starting point.This episode covers:• Private equity buying hospital systems — and the 13% rise in ER death rates nobody is talking about• Why AI is the single greatest financial and security threat facing American consumers right now• Online scams targeting older adults and why one of our aunts dumped her boyfriend over a $50,000 email scheme• Porch pirate explosion videos: real, AI, or entrapment?• Polymarket and prediction markets — and whether the UFO files are actually getting declassified• Health tracking wearables: Oura Ring vs. Whoop vs. Panther, and what HRV actually means• Michael Dell's $6.25 billion donation to Trump accounts — generous gesture or the world's most pointless gift?• Nikki Glaser, writing jokes, and a challenge for next episodeFilmed at Brown & Crouppen Law Firm Studios on The Hill, St. Louis.---Subscribe wherever you listen so you never miss an episode.

Starting off July on a Wobble SpaceX added to NAZ100 Oil prices drifting lower – Gas at the pump? JOBS Number – Odd Move Saylor is selling Bitcoin! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - JOBS Number - Odd Move - Saylor is selling Bitcoin! - VEGGIE ALERT! - US RESUMES POWERFUL STRIKES ON IRAN (Is this still a ceasefire?) Markets - Starting off July on a Wobble - SpaceX added to NAZ100 - Oil prices drifting lower - Gas at the pump? - Oracle - Canary? World Cup? - USA is out... (Bad goalie move last night) IRAN - Looks like war is back on - at least for tonight - Oil rises about 3% on the news - US revokes Iran's ability to sell oil around the world - Markets don't seem overly concerned - VIX still low at 16 - Odds that this will be more than a quick in and out? --- Could it be that Iran was waiting until after the Funeral? JOBS COOL, FED STILL HOT - June payrolls came in at +57,000, well under the +110,000 estimate. - April and May were revised down by a combined 74,000 jobs. - Unemployment slipped to 4.2%, but not for the best reason: the labor force shrank by 720,000 people. - Labor-force participation fell to 61.5%, the lowest in more than five years. - Leisure and hospitality lost 61,000 jobs, a notable hit to the consumer-service economy. - Average hourly earnings rose $0.13 in June. - Fed setup: weaker hiring argues for patience, but inflation is still above target, so the market is back to parsing every Fed sentence. - - Fed Funds Futures Now only ONE Raise by Year-End DOW RECORD, NASDAQ WOBBLE - The Dow closed at a record 52,900.07 after the soft jobs report cooled near-term rate-hike fear. - S&P 500 finished roughly flat. - Nasdaq fell about 0.8% as chip stocks dragged the tape lower. - The Philadelphia Semiconductor Index dropped more than 5% on July 2. - Apple rose nearly 5% on iPhone launch optimism. - Nvidia and other AI/chip names stayed volatile after a huge first-half run. - Goldman client data showed hedge funds dumped tech hardware and semiconductor exposure for a fourth straight week. - The issue is not "AI is dead"; the issue is when all the AI capex turns into visible returns. TESLA BEATS DELIVERIES, STOCK STILL GETS HIT - Tesla delivered 480,126 vehicles in Q2, a record quarter and above Wall Street expectations. - Production was 451,758 vehicles. - Model 3/Y made up 467,762 deliveries. - Other models were only 12,364. - Energy storage deployments were 13.5 GWh. - Shares fell about 7.5% after the report, the worst one-day drop in roughly a year. - Pressure points: margin worries, price cuts, demand sustainability, and the market questioning whether the EV story is enough at a very rich valuation. - As of Monday afternoon, TSLA was around $420 with a market cap near $1.49 trillion and a trailing P/E around 385. MORE MUSK - TESLA PUTS AI ON A BUDGET - Tesla reportedly capped employee spending on third-party AI tools at $200 per week starting July 6. - Grok was reportedly exempt from the cap. - Setup: Tesla wants employees using AI, but not running up unlimited outside-token bills. - Cost-control angle: AI is becoming a normal operating expense, not a science project. - Funny part: even at Tesla, the AI bill apparently needs a limiter. NVIDIA SERVER DELAY NOISE - Nvidia shares held up despite reports of delays tied to its next AI server architecture. - SemiAnalysis reportedly said Nvidia's Kyber architecture could slip by up to 12 months into 2028. - Nvidia pushed back and said its development roadmap is unchanged. - Mizuho called the delay report "noise" and said it was not a material issue for the stock. - NOTE:  Story is still report-driven, not company-confirmed. ORACLE - CANARY? - Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. - The company's capital expenditures surged 162% in the latest fiscal year, with almost $24 billion in negative free cash flow and $130 billion in debt. - Co-founder Larry Ellison has fallen behind the Google co-founders, Amazon's Jeff Bezos and Michael Dell on the list of the world's richest people. - After the company reached a peak market cap of $900 billion in September, on enthusiasm about Oracle's AI customers, the stock has lost about 55% of its value. - The crux of the problem is that for Oracle to fulfill its AI infrastructure commitment, primarily to OpenAI, it's having to raise record amounts of debt, creating balance sheet risk while focusing on lower-margin offerings. SPACEX ENTERS THE INDEX MACHINE - SpaceX is set to join the Nasdaq-100 on Tuesday after its recent IPO. - The company's valuation is around $2.1 trillion. - Its Nasdaq-100 weight will initially be under 1% because of limited public float. - Index-tracking funds tied to the Nasdaq-100 will need exposure, creating automatic demand. - Key issue: big valuation, small float, forced index buying. - Watch the lockup calendar: index inclusion can create near-term demand, but employee and insider selling later can change the supply picture. - Podcast angle: retail gets "SpaceX exposure" through QQQ, but not necessarily much exposure at first. STRATEGY SELLS BITCOIN TO PAY THE BILLS - Strategy sold 3,588 bitcoin last week for about $216 million. - Proceeds are being used for preferred-stock dividends and dollar reserves. - The company still holds 843,775 bitcoin, valued around $52 billion. - Q2 included an $8.32 billion paper loss tied to bitcoin weakness. - The company's average bitcoin purchase price is around $75,476. - Recent sale prices were around $59,000 to $61,000. - Funny part: the former "never sell" bitcoin treasury poster child is now selling bitcoin to service the capital structure. - Watch for copycats: any company that copied the bitcoin-treasury model may face the same liquidity math if crypto stays weak. MICROSOFT CUTS AGAIN - Microsoft said it will cut about 4,800 jobs. - Shares slipped nearly 1%. - Job cuts landed while investors are still rewarding AI spending. - The message? spend heavy on AI, cut elsewhere. --- Yes, AI is killing jobs... SERVICES HOLD AT 54 - ISM non-manufacturing PMI came in at 54.0. - Result matched expectations. - Reading above 50 means services activity is still expanding. - Market took it as firm enough for growth, not hot enough to force an immediate Fed move. EARNINGS SEASON STARTER - Delta and PepsiCo report this week. - Levi Strauss also reports this week. - Delta is the read on travel, premium demand, fuel, and consumer resilience. - PepsiCo is the read on snack pricing, volume, and lower-income consumer pressure. - Q2 earnings bar is high after the market's strong second-quarter rally. OIL BACK TO PRE-IRAN WAR LEVELS - Brent settled around $71.99. - WTI settled around $68.55. - OPEC+ approved another output-target increase for August, adding 188,000 barrels per day. - Since April, planned increases add up to nearly 800,000 barrels per day. - Crude exports through the Strait of Hormuz are recovering, taking some geopolitical premium out of the market. - Saudi Arabia cut official selling prices, another sign the market is shifting from shortage panic to buyer resistance. - Good for headline inflation if it sticks; bad for energy bulls who were pricing war-premium oil. SPR DRAWDOWN - U.S. Strategic Petroleum Reserve fell by 6.2 million barrels. - SPR level is now 319.5 million barrels. - That is the lowest level since April 1983. - Drawdown comes while oil prices are easing and OPEC+ is adding supply. - Energy setup: lower crude helps inflation, but reserve levels are historically thin. MORE OIL - CHINA BUYS THE DIP - China stepped up Middle East oil purchases as prices fell. - Saudi Arabia cut export prices to Asia to a six-year low. - Brent settled at $71.99. - WTI settled at $68.55. - OPEC+ approved another August production increase of 188,000 barrels per day. - Planned OPEC+ supply increases since April now total nearly 800,000 barrels per day. - Lower oil supports disinflation but raises questions about global demand. VEGGIE ALERT Item Status Asparagus ESCALATED Artichokes EXTREME Cantaloupe EXTREME Fennel (Anise) EXTREME Green Leaf / Red Leaf Lettuce ESCALATED Honeydews EXTREME Iceberg Lettuce EXTREME Limes (175's and larger) ESCALATED Green Bell Peppers ESCALATED Romaine Lettuce EXTREME Romaine Hearts EXTREME White Asparagus ESCALATED Snacking Tomatoes (Grape & Cherry) ESCALATED   PUBLIC SERVICE ANNOUNCEMENT - Conair Recalls Over One Million Cuisinart Grill Brushes Due to Ingestion Hazard - Product: Metal Wire Bristle Grill Brushes - 1 Million or so - BUT none of these are any good..... CHINA NOT MESSING AROUND - A Chinese court handed a rare death sentence to a former official on corruption charges, in a severe punishment underscoring the intensity of President Xi Jinping's anti-graft crackdown. - Yang Youlin, a former vice director of an economic zone in the eastern city of Nanjing, was sentenced to death on Monday for taking more than 2.21 billion yuan ($325 million) of bribes between 2013 and 2023, according to the state broadcaster China Central Television. - Yang was found guilty also of embezzlement, abuse of power and money laundering. His crimes were “exceptionally grave” and caused massive losses, warranting the capital sentence, CCTV reported, citing the Changzhou Intermediate People's Court in Jiangsu province. DRONES - Dronemaker AeroVironment reported fourth-quarter earnings that beat on the top and bottom lines. - The company's funded backlog of $1.2 billion was up substantially over last year, but grew only slightly from the $1.1 billion last quarter. - Autonomous systems were a strong point with revenue of $492 million that beat the $402 million StreetAccount expectation.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Did President Trump just bail out the US Men's National Team at the World Cup? And what exactly are the new "Trump Accounts" for kids? Find out as we dive into today's most wild headlines on No News Is News!

Reajustan la lista de los más ricos del mundo. El auge de la inteligencia artificial provoca movimientos en el índice de millonarios de Forbes a inicios de junio. Mientras Elon Musk se consolida en el primer puesto con una fortuna estimada en 835.000 millones de dólares, Larry Ellison (Oracle) y Michael Dell desplazaron a Mark Zuckerberg tras registrar subidas patrimoniales históricas gracias a sus infraestructuras de IA.

May was a good month to be a billionaire, as the S&P 500 and Nasdaq climbed by 5% and 8%, respectively, boosting the fortunes of the world's ten richest people to $2.9 trillion combined as of June 1 at 12 a.m. Eastern time. As a group, they're $220 billion richer than they were a month ago. No one had a better May than Larry Ellison, who is back in the top five after adding a staggering $71 billion to his fortune (which is now an estimated $276 billion). For that, Ellison can thank red-hot demand for AI. The software giant he cofounded and runs as chairman and chief technology officer is building multiple gigawatt-scale data centers across the U.S. and, on May 1, announced an agreement with the U.S. Department of War to deploy its AI tools on classified networks for government warfighting, intelligence and enterprise operations. Oracle stock, of which Ellison owns around 40%, climbed 40% in May. Hot on Ellison's heels is Michael Dell, the month's second-biggest gainer after adding $67 billion as the AI boom continues to lift his Dell Technologies, too. The tech giant reported banner earnings on May 28, smashing expectations and disclosing a 757% year-over-year surge in annual AI server revenue—helping drive the stock up 33%, its best trading day ever. In all, Dell stock jumped more than 100% in May. Both Ellison and Dell edge past Meta's Mark Zuckerberg, who drops to No. 7—despite getting $7 billion richer, as shares of the Facebook parent company climbed just 3%, underperforming the broader market and Zuck's billionaire competitors amid huge AI capital expenditures and employee layoffs at Meta. Learn more about your ad choices. Visit megaphone.fm/adchoices

Patrick Moorhead and Daniel Newman cover Daniel's acquisition of Enterprise Technology Research, IBM's historic $15 billion single-day commitment spanning quantum and open-source security, Anthropic's Claude Opus 4.8, and the heaviest single earnings night of the season featuring Dell, Marvell, Salesforce, Synopsys, Snowflake, HP, and Micron crossing $1 trillion in market cap. The handpicked topics for this week are: Anthropic Releases Claude Opus 4.8: Six Weeks After 4.7 Anthropic dropped Opus 4.8 just six weeks after 4.7, claiming it surpasses GPT-5.5 and Gemini 3.1 Pro on agentic coding, knowledge work, and computer use. Benchmark improvements across the board: agentic coding up from 64.3% to 69.2%, knowledge work from 1753 to 1890, agentic computer use from 82.8% to 83.4%. Three new features ship alongside it: Dynamic Workflows for multi-subagent orchestration inside Claude Code, Effort Control for managing token spend, and mid-task system messages via the API. Fast mode is now 2.5x faster and 3x cheaper. Pat's honest take: what it says on paper is good, particularly on tool triggering and citation precision, but he has lost significant trust in the company and is watching closely. (The Decode)   IBM Commits $10 Billion to Quantum: The Largest Single Quantum Bet in History IBM announced a $10 billion commitment over five years targeting a large-scale fault-tolerant quantum computer by 2029, landing the same day as the $5 billion Project Lightwell announcement for a single-day IBM strategic commitment of $15 billion. Pat has been calling 2029 to 2031 as the realistic commercial quantum window and calls this the strongest single corporate financial signal yet that the timeline is real. Daniel's framing: IBM wants to be the NVIDIA of quantum, and with a $10 billion commitment, it's sending a flare to the entire industry that pure-play quantum companies cannot compete at this balance sheet level. (The Decode)   IBM and Red Hat Launch Project Lightwell: $5B to Secure Open-Source Software IBM and Red Hat committed $5 billion and a global force of 20,000 engineers to secure open-source software for enterprises through frontier agentic AI, anchored by 11 of the largest US and Canadian banks including Bank of America, Goldman Sachs, JPMorgan Chase, Mastercard, and Visa. Pat's read: this is the productization answer to Anthropic Mythos. Mythos found the vulnerabilities. Lightwell is the industrial-scale patching and validation layer enterprises can actually buy on a subscription. Daniel adds that IBM is flexing its engineering talent base as a premium strategic asset, a direct counter to the narrative that AI replaces engineers. (The Decode)   Anthropic Project Glasswing: 23,000 Vulnerabilities Found Across 1,000 OSS Projects Anthropic's Claude Mythos scanned more than 1,000 widely deployed open-source projects and surfaced approximately 23,000 candidate vulnerabilities, with 1,094 confirmed as critical severity. The Cyber Verification Program now gates the strongest cyber-capable Claude variant behind vetted defenders only. While the tool creates real value, the surface of attack will likely grow as fast as any tool built to defend it. (The Decode)   Anthropic in Talks to Run Claude on Microsoft Maia 200 CNBC and The Information reported Microsoft is in active negotiations to supply Anthropic with its custom Maia 200 inference chip, which would make Anthropic the only frontier lab simultaneously running production workloads on four distinct silicon stacks: NVIDIA, AWS Trainium, Google TPU, and Microsoft Maia. Pat's context: Maia 200 delivers 30% better tokens per dollar than the latest Azure fleet per Satya Nadella, and this deal would be Maia's first major external deployment. Daniel's read: what can be built will be sold right now, and Anthropic chasing every available compute source is simply the structural reality of growing at 80x when you planned for 10x. (The Decode)   The Flip: Is AI CapEx Too Expensive to Earn Its Return? Pat takes the affirmative. With $725 billion in hyperscaler CapEx tracking for 2026, likely $1 trillion next year, memory has become the choke point making it even more expensive, and open-source models have closed enough of the quality gap for most enterprise tasks that the premium of frontier APIs is increasingly hard to justify. A recent Signal65 white paper shows on-prem payback at 18 months. Daniel's counter: Dell just booked $24 billion in AI orders in a single quarter. Agentforce crossed $1 billion ARR at 169% growth. NVIDIA guided to $91 billion. Only 20% of enterprises are using AI and only 2% of consumers. Both hosts admitted off the flip their notes looked nearly identical. (The Flip)   Micron Crosses $1 Trillion Market Cap Micron became the 12th US company ever to cross $1 trillion in market cap, surging 19% on May 26th as UBS raised its price target to $1,625, implying a $1.8 trillion market cap. Samsung's Q1 memory ASP jumped 146% year over year. DRAM spot prices spiked 55 to 60% quarter over quarter. Daniel has been pounding this call since sub-$100 and calls it a cycle elongated beyond anything seen in the 27 prior memory cycles, driven by HBM capacity reallocation away from consumer DRAM creating structural shortage. (Bulls and Bears)   Dell Technologies Q1 FY27: The Biggest Enterprise AI Infrastructure Print of 2026 Record $43.8 billion revenue, up 88% year over year, crushing the $35.7 billion consensus by $8 billion. AI-optimized servers at $16.1 billion, up 757% year over year. $24.4 billion in AI orders booked in a single quarter. FY27 AI server revenue guide raised from $50 billion to $60 billion. Non-GAAP EPS of $4.86 beat the $2.96 consensus by 64%. Stock up 18% after hours. Pat's framing: Dell was very clear about what they were going to do. Rack engineering, sales, and service. The basics. And they executed the basics at an extraordinary level while building a special relationship with NVIDIA who views Dell as a market maker for both enterprise and NeoCloud. Daniel's add: play nice and win. Michael Dell navigated the political landscape brilliantly and pulled the entire Dell brand along with him. (Bulls and Bears)   Marvell Technology Q1 FY27: Record Revenue, Data Center at 76% of Mix Record $2.418 billion revenue, up 28% year over year. Data center at $1.833 billion, up 27% year over year, now 76% of total revenue. Q2 guide of $2.7 billion at midpoint accelerates growth to 35% year over year. Operating cash flow a record $638.8 million. Daniel went on TV and said it's "written in the stars," arguing the market had misunderstood this one for too long by conflating its custom AI ASIC story with the full breadth of its connectivity and networking portfolio. Pat's closing: the shorts are eating it now and the custom AI ASIC versus merchant GPU debate is finally settling into the right answer, which is both in lockstep. (Bulls and Bears)   Salesforce Q1 FY27: Agentforce Crosses $1 Billion ARR Revenue $11.13 billion, up 13% year over year. Non-GAAP EPS of $3.88 crushed the $3.12 consensus by 24%. Agentforce ARR crossed $1 billion, up 169% year over year, with 28.6 trillion tokens processed, up 152% quarter over quarter. 50% of Agentforce bookings came from existing customers expanding. Daniel flagged the $25 billion accelerated buyback funded by new debt as an interesting signal worth watching. Pat's bottom line: it's not perfect, but certainly no "SaaSpocalypse" in those numbers. (Bulls and Bears)   Synopsys Q2 FY26: First Full Quarter With Ansys Integrated Revenue $2.276 billion, up 42% year over year, beating consensus. Non-GAAP EPS of $3.35 beat $3.15. FY26 guide raised to $9.665 billion midpoint. Daniel's framing: every chip runs through Synopsys tools, and the Ansys addition makes it the full-stack co-design platform Jensen Huang keeps talking about. Synopsys is not just the pick and shovel of current AI silicon. It is the pick and shovel of quantum, robotics, and space as well. (Bulls and Bears)   Snowflake Q1 FY27: Strongest Sequential Dollar Growth in Company History Product revenue $1.33 billion, up 34% year over year, the strongest sequential dollar growth in Snowflake history. Net revenue retention 126%. FY27 product revenue guide raised to $5.84 billion. Natoma acquisition announced for secure agentic enterprise connectivity. New $6 billion multi-year AWS commitment. Daniel's closing: proprietary unique data is the real moat of the agentic era, and that data has to live somewhere. It is going to go to platforms like Snowflake. (Bulls and Bears)   HP Inc. Q2 FY26: Eight Straight Quarters of Growth With AI PCs at 44% of Shipments Revenue $14.4 billion, up 9% year over year, the company marks its eighth consecutive quarter of top-line growth. Non-GAAP EPS of $0.86 beat the prior guide. Personal Systems at $10.2 billion, up 13%, with 30% operating profit growth. AI PCs jumped from 35% to 44% of shipments quarter over quarter, with HP guiding to 60 to 70% next fiscal year. FY26 EPS guide raised. Pat's note: they still need a permanent CEO, which would help investors sleep better at night. Daniel's add: the real explosive moment for device companies comes when AI moves to the edge and enterprises shift from expensive frontier model consumption to on-device inference. (Bulls and Bears)   Everpure Q1 FY27: Record Revenue, Rebrand Complete Record revenue of $1.1 billion, up 35% year over year. Product revenue $577 million, up 55%. Subscription ARR at $2 billion. FY27 guide raised to $4.41 to $4.51 billion. Pure Storage officially completed its rebrand to Everpure. Daniel's emerging thesis: the agentic era has focused enormous attention on memory and compute, but after the inference runs, the data has to sit somewhere. Storage has not seen its full inflection yet and Everpure is well positioned when that wave arrives. (Bulls and Bears)   The Decode Anthropic Releases Claude Opus 4.8 May 28  https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/ IBM Commits $10B Over Five Years to Quantum Computing the Same Day as $5B Project Lightwell, Bringing IBM's One-Day AI https://www.barrons.com/articles/ibm-stock-quantum-computing-aafbb1eb IBM + Red Hat Announce Project Lightwell  https://newsroom.ibm.com/2026-05-28-ibm-and-red-hat-commit-5-billion-to-redefine-the-future-of-open-source-in-the-ai-era Anthropic Project Glasswing / Claude Mythos Finds 23,000 Potential Vulnerabilities Across 1,000+ Open-Source Projects https://www.securityweek.com/anthropic-mythos-detected-23000-potential-vulnerabilities-across-1000-oss-projects/ Anthropic Negotiating to Run Claude on Microsoft's Maia 200 AI Chips  https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html OpenAI + Anthropic Walk Back the AI Jobs Apocalypse Ahead of IPOs https://finance.yahoo.com/sectors/technology/articles/ai-chiefs-walk-back-job-193605798.html https://x.com/RiskCentre/status/2059397756016611668 The Flip Is AI Capex Becoming Too Expensive to Earn Its Return — and Will the Result Be a Forced Shift to Open-Source and Smaller Use-Case-Specific Models, or a Continued $725B+ Hyperscaler Buildout That Vindicates the Capex on Productivity Gains? FOR:  The shift is to open-source + smaller use-case-specific models with better token economics, not away from AI https://x.com/danielnewmanUV/status/2059822712122400975 DeepSeek 75% permanent price cut + Anthropic Claude Code restriction reversal https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026 $190B Microsoft capex + $725B+ aggregate hyperscaler capex with no analog ROI yet  https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026   AGAINST:  Salesforce Agentforce ARR crossed $1B this quarter on 28.6T tokens processed  https://www.stocktitan.net/sec-filings/CRM/8-k-salesforce-inc-reports-material-event-3b8ead2852bb.html Lenovo +105% AI revenue, +84% Q4; Dell $43B AI backlog: the AI infrastructure flywheel is converting capex to revenue today https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results NVIDIA $91B Q2 guide + $1T Blackwell+Vera Rubin CY25-CY27 reaffirmed  https://www.cnbc.com/2026/05/20/were-raising-our-price-target-on-nvidia-after-another-knockout-quarter-and-guide-.html DeepSeek + Chinese price war is a Chinese export-controls story, not a US economic ceiling story https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   Bulls & Bears Micron (NASDAQ: MU) Crosses $1 TRILLION Market Cap for the First Time https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html Dell Technologies Q1 FY27 ACTUALS  https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html Marvell Technology Q1 FY27 ACTUALS https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results Salesforce CRM Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS  https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS https://www.prnewswire.com/news-releases/everpure-announces-first-quarter-fiscal-2027-financial-results-302783502.html

Story of the Week (DR):BP ousts chair over ‘serious' governance, oversight concerns MMThe board said the decision was unanimous. In a statement, Amanda Blanc, BP's senior independent director, described the board as having been caught off guard by what it found: "The board has been surprised and disappointed to learn of governance oversight and conduct issues it deems unacceptable and has taken decisive action."The oil giant's board removed Albert Manifold from his roles as chair and director this week, effective immediately. He faced a contingent of investor opposition at BP's recent annual meeting.Internal leaks and a whistleblower report point to a pattern of "aggressive," "verbally abusive," and "bullying" behavior toward multiple colleagues, alongside accusations of withholding info from the board and leaking privileged data.Ousted BP Chair Hits Back at ‘Lies' About His ConductThe boardroom turmoil at BP deepened after its ousted chair, Albert Manifold, claimed allegations about his conduct were “lies”.In a new and lengthy statement, Manifold disputed reports about his conduct, saying: “At no point in my tenure as chairman of BP has anyone raised with me any issue about my conduct or my relationship with my colleagues.”He also described media reports that he wanted to exert control of the FTSE 100 company like an executive chair as “nonsense”. Manifold said he had “many other commitments” and had only spent 13 days in BP's London office so far this year.“What I do not accept is that lies can be told about me, nor that anyone should be allowed to hide behind anonymity when commenting on my time at BP.”Manifold conceded he may have “pushed hard and challenged people directly” amid his “determination to drive change on costs, performance, the balance sheet and shareholder communications”.However, he disputed reports from the company about his behaviour, adding: “There is a considerable distance between driving an organisation with urgency and the characterisation of my conduct that is now being put about.”He said such “accusations” had not been previously made about his behaviour during his 40-year career. He added that he “called out … unnecessary or excessive expenditure” but felt not everyone shared his priorities.Manifold said he turned down many of the benefits traditionally enjoyed by top executives, which he called a “culture of entitlement”, including chauffeur-driven cars, being flown by private jet or taking advantage of corporate hospitality: “I had no interest in having a dedicated chauffeur-driven limousine at my beck and call on the occasions that I was in London. I, like most people, walked, took taxis, trains, etc. I had no interest in taking private aviation nor in availing myself of corporate tickets for sports events. I made my own coffee, bought my lunch in the local cafe. I sat in a small office, eschewing the grand corner-office privilege of previous chairmen.”Ian Tyler has been named interim chair, BP said, with the board set to begin a formal process to identify a permanent successor: "The Board and leadership team have deep conviction in the strategic direction we have laid out, and the company is moving at pace to deliver it."This marks BP's fourth abrupt top-tier departure in three years, following the rapid exits of previous chair Helge Lund and chief executives Bernard Looney and Murray Auchincloss.BoardIan Tyler Interim Chair 2025Meg O'Neill CEO 2026Kate Thomson CFO 2024 (Interim in 2023)Dame Amanda Blanc Senior Independent Director 2022Dave Hager 2025Tushar Morzaria 2020Hina Nagarajan 2023Satish Pai 2023Dr. Johannes Teyssen 2021Manifold took up the chairmanship just last October. At last month's annual general meeting, just 81.8% of shareholders backed his electionAmong the most consequential decisions of Manifold's short tenure: pushing out former CEO Murray Auchincloss and overseeing the selection of Meg O'Neill to succeed him — a hire that marked the first time BP had recruited an external CEO and the first time a woman had led one of the oil industry's largest players.Dell wins a $9.7 billion Pentagon software deal after donating to Trump accountsDell stock skyrockets 32%, heads for best day ever as AI server revenue soarsMichael Dell added $35.8 billion to his personal fortune in a single day.Michael Dell pledged $6.25 billion to Trump AccountsThis greatly helps with $100M Dell ($4M personally for Michael) had to pay in 2010 for its Intel Cookie jar Scandal: Dell was telling investors that its high profits were due to amazing management and great computer sales. In reality, a massive chunk of their profits came from secret exclusivity payments from Intel so that Intel could shut out their competitor AMD.SpaceX's Unconventional Corporate Arrangements Favor Elon MuskDanish pension fund rejects SpaceX IPO over valuation and governance concernsStandard Chartered CEO apologises for ‘lower-value human capital' remarksStandard Chartered CEO Bill Winters triggered a massive PR firestorm by describing the bank's plan to replace back-office staff with automation as replacing "lower-value human capital" with financial investmentStandard Chartered is cutting roughly 7,800 jobs—representing about 15% of its global back-office corporate support roles—over the next four years to make room for AIJPMorgan's Jamie Dimon downplayed the viral backlash against Standard Chartered CEO Bill Winters—calling it an "inartful" slip-of-the-tongue from a friend.Tyson Foods hands CEO role to directorIncoming CEO Jeffrey K. Schomburger is Lead Independent Director (2016-)Goodliest of the Week (MM/DR):DR: Ride-Share Drivers in Massachusetts Formally Unionize MM DRDR: Maine Senate candidate Graham Platner stands by ad accusing Red Sox private equity owners of ruining the teamDR: Supreme Court lets Vermont's Meta lawsuit proceed, opening door to 50-state legal waveThe Supreme Court on Tuesday rejected a push to avoid a lawsuit alleging that Facebook and Instagram harmed young users, a decision that comes as social media companies increasingly face legal scrutiny.Meta had argued that it can't be sued in Vermont court because neither the company nor the app design has specific ties to the state. Vermont countered that the sites' large number of teen users gives its courts jurisdiction.DR: New Hampshire data center developer withdraws plans hours before opponents were to pack town meetingMM: The world's largest data center was supposed to run on 100% natural gas. Utah's Republican governor says ‘never.'Must include solar, geothermalMM: Labor union participation is on the rise even as U.S. companies spend $1.7 billion annually to halt union formation MM DRAssholiest of the Week (MM):Index funds should just quit pretending DRExxon wins shareholder backing for legal move to Texas71.3% supportWe know ~22% of that is BlackRock, Vanguard, and State StreetWe can GUESS that ~13% of that is retailEstimated 40% of shares are retail28% voted prior to retail vote capture plan by ExxonIf we GUESS that maybe only 10% of retail voters adopted vote plan when they sent it out at the end of 2025, and if we GUESS that half of them were non voters, we can figure that maybe 33% of retail voted this go around - giving management ~13% of the vote before the vote startedWhich means individuals with no idea and index funds voted 35% in favor - and the rest of investors voted 36% in favorYOUR INDEX FUNDS HATE YOUR VOTING RIGHTSThrow in that the SHP to add more options to retail voting plan - which included an option to default vote AGAINST management - only got 23.5% support, and we know that BLK/Vanguard/SS voted against it and retail voted with management, the real vote in favor: 36% - EXACTLY THE NUMBER OF REAL INVESTORS THAT VOTED AGAINST REDOMESTICATIONThis is unlikely a coincidence - ACTUAL INVESTORS with ACTUAL KNOWLEDGE like rights, but index funds and uneducated retail could fucking care lessSafe Harbor Financial Expands Board of Directors with Appointment of Tyler Klimas and Sean TonnerTwo dudes added to an all dude board overseeing weed banking at a non dual class company… because women don't do banks or weed I guess? Investors, what say you?Last year, they said “we don't care” - 97% in favorMeanwhile, in the UK…Investors tell BP to fix shareholder rights and governance after chair removalTech bros should quit pretendingMeta commits additional funding to Oversight Board through 2028$13m - Zuck owns a $300m yacht and spent $13m for a bunch of well meaning reporters, academics, and human rights experts to help him decide what to do about horrible human behavior on his platformsWhen they decide, he listens… 42% of the timeHere's one they listen to: from September 2025, decided in April 2026 (inside a year!), and Instagram post listed the reasons dating someone in a wheelchair is great, and a comment said it was also good because they can't run away. Meta left the comment up, but the board found it in the appeals and said it should come down - and Meta took it down under its bullying policyMeanwhile, for AI driven fake content for war and conflict, Meta is considering it… OpenAI Foundation is committing $250 million to help workers navigate AI disruptionOh, thank god, we're savedMarc Andreessen Sputters Incomprehensibly at Question About How AI Will Actually Benefit Humankind"I mean, look, so it, it is, alright — I mean, alright I'm gonna give you the deepest of all pitches, I'm gonna give you the, the — okay."Just stop pretending it's for “humankind” and not for YOU TO MAKE TRILLIONSThe NY Post and “baby naming expert”New York's most popular baby names trend towards 'traditional' as reaction to woke Mayor Mamdani: expertLiterally everything in this headline is incorrect - and so is this quote from “baby naming expert” Taylor A. Humphrey: ““Mayor Mamdani is so divergent from tradition and I do wonder if that played some part in Gen Z parents moving back towards more traditional heritage,” adding that Mamdani was campaigning, and in the spotlight for much of 2025.”The data is very inconvenient for this narrative - 77 of the 100 names are exactly the same from 2023, and here are the different “new traditional” names according to Taylor:Archer, Arthur, August, Beau, Bennett, Brooks, George, Lincoln, Parker, and Rowan replacing names like…Abraham, Austin, Eli, Hunter, Ian, Jonathan, Jordan, Kai, Ryan, and ZacharyAdeline, Clara, Daisy, Delilah, Eden, Georgia, Iris, Kennedy, Margot, Parker, and Sloane replacing names like… Anna, Ariana, Ashley, Autumn, Bella, Hailey, Jade, Rachel, Rose, Sarah, and SavannahAlternate theory using spurious data, because yes, this is what I spend my time doing:I looked at all 2023 NY state names vs. all 2025 NY state names and compared them to the number of corporate board directors with those names at those times - I can show that the name changes are definitely positively for sure related to the rise or fall of that name on corporate boards because parents are increasingly focused on who runs their companies. The biggest growth was in the name Zoe (ZOHRAN! Not made up!) from 2 active directors to 7 in 2025! In the top 10 of names includes… Amir!!! From 18 to 22 names!Second biggest drop - the decidedly unwoke, “traditional” name Oliver, down 22%Headliniest of the WeekDR: New Website Detects Apocalypse If Billionaire Jets Start Fleeing en MasseMM: Kevin O'Leary slams people who want work-life balance: ‘I hope they work for my competitors'Who Won the Week?DR: BP Bully Albert Manifold's now famous coffee maker. Or maybe Michael DellMM: Illinois state house of reps, lead by Daniel Didech, much to the annoyance of state senator Bill Cunningham who introduced SB 3444 to exempt AI companies from liability for mass death, passed one of the strongest laws in the country to force third party audits of AI companies, and it passed 110-0PredictionsDR: Based on the survey which reveals that 99 Percent of CEOs Are Preparing to Lay Off Workers and Replace Them With AI Within Two Years, it is revealed that the 1% of CEOs who are not preparing to lay off workers and replace them with AI understood AI to mean Actual IntelligenceMM: OpenAI's upcoming S-1 filing reveals that, not to be outdone by Musk's SpaceX insecurities, Sam Altman gives himself dual class shares worth 300 votes and 99% voting power, has a classified board, incorporates in Nevada, has mandatory arbitration clauses and a minimum lawsuit threshold of 100% of the stock ownership, and the first board member is Illinois state senator Bill Cunningham

Corruption Central has new address: 1600 Pennsylvania Avenue. From Trump's Weaponization slush fund to international negotiations including Trump Towers and sketchy stock trades and Crypto deals, this next gift should come as no surprise: Dell wins a $9.7B Pentagon deal — weeks after Trump publicly urged people to “go out and buy a Dell” and after Michael Dell's family pledged $6.25B to seed the administration's “Trump accounts.” We'll check out the contract (a five‑year Core Enterprise Technology Agreement to supply Microsoft licensing, cloud subscriptions and on‑prem software). We'll drill down into the Pentagon's claim the award followed a competitive process and will save roughly $422M a year, and we'll examine why timing — stock purchases, public praise, and Dell's ties to the Trump administration are now prompting ethics and conflict‑of‑interest scrutiny. We'll roll this story past Michael Shure and Mo Kelly as we lay out the top Stories of the week in ‘This Week in Politics.' Fingers crossed Albert finds a good gator story this week but whether it's meth, machetes, or mayhem, Friday Fabulous Florida never disappoints. Quick set change… and ou tcomes the rainbow. The Culture Blaster Michael Snyder will slide right in to give us the best advice on movies and streaming options worth your time.

– The episode opens with a short introduction from Donald Trump praising “one of the most successful business leaders… Michael Dell” and his “really exciting announcement.” – Brett Butt follows with a nostalgic anecdote about growing up before the Internet and World Wide Web, and remembering early video games like Pac-Man, Asteroids, Wizard of War, Scrambled, and Defender. He jokes about wishing for something people now have. – Mike Dell then introduces himself (“Like Dell's World… That's me”) and frames the episode as covering two major topics: technology (how tech works and is used) and personal updates. He notes customer service issues he'd complained about previously have not improved. – Personal updates: – He reports attending multiple recent funerals: mentions having been to “three funerals in the last six months, or two,” and that he's about to go to another in Detroit that weekend. – He names specific losses: Todd Cochran, founder of Blubrry, who passed “late summer, early fall”; his wife's best friend Mary in Grand Haven, who died of lung problems and was younger than them; and his uncle Bill Busby, who turned eighty-eight at a recent party, helped start Motorola Semiconductors, was a US Air Force veteran (crew chief on a B-57 or B-58), and then passed away Monday morning. He says he and his nearly 98–99-year-old grandmother will be traveling to Detroit for that funeral. – Health update: Mike had a torn retina in his right eye, underwent emergency surgery, had to be face-down post-op while a bubble/oil was placed in the eye. At his second post-op checkup the doctor said things are looking good; vision in that eye is blurred by the oil bubble while the other eye is 20/20. He expects the oil to be removed and vision to clear later. He says this grounds him for about six weeks. – He mentions a lingering low-level cold over the past month. – Recent events and work: – He attended Military Creator Con in Arlington, Texas (several hundred participants, veterans/active military/spouses), where he saw Jamie Jay, Christopher Lochhead, Gordon Firemark (podcast lawyer), and others. The event ran long days and was busy but enjoyable. – At Blubrry he's been promoted to VP of Operations, overseeing teams and day-to-day work; Barry (another cofounder) is now CEO. He encourages podcasters to contact him for help, states he uses Blubrry hosting and the PowerPress plugin, and plugs Blubrry's services. – Technology and AI: – He discusses AI-generated content broadly: YouTube's proliferation of AI-narrated slideshow-style or AI-generated videos; his guilty pleasure of “AI Karen stories” on YouTube (which he knows are AI and mostly fiction). – He references a MacRumors article reporting YouTube will automatically label AI videos even if creators don't, and applauds the move, predicting many viewers will prefer non-AI content when labeled. – He raises concerns about AI in podcasting: AI-voiced podcasts and companies generating massive amounts of AI podcast content. He names a company, Inception PointAI, that reportedly generated a lot of AI podcast content and moved from Spreaker to Megaphone/Spotify; he says such AI content can hallucinate and produce factually untrue information, and that some AI podcasts present content as true. – He describes his own measured use of AI: he uses AI for transcripts and some artwork that he then tweaks, and he tried a cloned AI voice for one episode a few years ago but it didn't sound right. He notes telltale patterns of AI-written scripts and advises never to ask AI for its opinion. – He touches on scams: modern scam emails are harder to spot because language models clean up grammar; he warns about requests for immediate payment, iTunes/gift cards, or crypto as signs of scams. – Advertising and social media observations: – Criticizes YouTube mid-roll ads that interrupt videos, and the perceived decline in value of TV ads—locally seeing many online gambling ads in Michigan. – Observes AI activity on Facebook: AI agents entering groups to start conversations (sometimes inane or provocative) and AI-generated video shorts (e.g., airplanes doing impossible things). He dislikes Facebook's prompts to read more on Threads and says he doesn't want more social media accounts. He mentions being on LinkedIn, using X a little, and participating on Reddit, and says he plans to use a flip phone when he retires. YouTube Will Now Automatically Label AI Videos Even When Creators Don’t – Podcasting industry and advice: – Clarifies his use of “podcast” to mean generally audio (though he acknowledges podcasts can be video) and emphasizes that podcasting is a distribution method open to anyone. – Contrasts highly produced, broadcast-style podcasts (teams of producers and sound designers) with indie, authentic podcasts (one person talking into a microphone from a shed). He values indie authenticity and accessibility. – References a report by Tom Webster of Sounds Profitable noting people seek authentic-sounding podcast audio. He warns the industry is bifurcating between highly produced shows and indie creators. – Gives practical advice: podcasting is inexpensive and accessible (buy a microphone, record, compress to MP3, upload to hosting or WordPress to create an RSS feed). Suggests inexpensive cover art via Fiverr and mentions Blubrry hosting around fifteen dollars. Warns that podcasting generally won't replace a day job quickly—monetization takes time and consistency. – Lists three elements for podcast success: consistency, authenticity, and having content that is interesting/informative/compelling (he stumbles on phrasing but leaves the point authentic). He notes technology barriers are lower now; you don't have to be a geek. – Explains distribution parity: small indie shows can sit beside big shows like Joe Rogan in directories; one can succeed without becoming huge. His personal goal is to have a place to speak freely rather than chase large monetization. – Plans and format changes: – He says they will restart the Podcast Insider show with a revamped, more conversational format with two or three hosts discussing industry trends (e.g., trend toward video). – Discusses video: video has always been part of podcasting but is getting more prominent; video production is harder (lighting, appearance, editing). Blubrry is working on a video product to better support creators. – Mentions his short-form series “Cup of Traverse City” (daily, five minutes) which he took a month off from and tried to restart; he intends for it to be five days a week, five minutes, when resumed. – Reiterates he podcasts when it's fun and will take breaks when needed. – Closing: – He notes he has been talking for forty-five minutes, asks listeners if they're still subscribed and what they think about technology trends (is tech “going off the deep end” or is he being a curmudgeon?), invites feedback via email (mike at mike dell dot com), and signs off saying “Catch me later.”

– The episode opens with a short introduction from Donald Trump praising “one of the most successful business leaders… Michael Dell” and his “really exciting announcement.” – Brett Butt follows with a nostalgic anecdote about growing up before the Internet and World Wide Web, and remembering early video games like Pac-Man, Asteroids, Wizard of War, Scrambled, and Defender. He jokes about wishing for something people now have. – Mike Dell then introduces himself (“Like Dell's World… That's me”) and frames the episode as covering two major topics: technology (how tech works and is used) and personal updates. He notes customer service issues he'd complained about previously have not improved. – Personal updates: – He reports attending multiple recent funerals: mentions having been to “three funerals in the last six months, or two,” and that he's about to go to another in Detroit that weekend. – He names specific losses: Todd Cochran, founder of Blubrry, who passed “late summer, early fall”; his wife's best friend Mary in Grand Haven, who died of lung problems and was younger than them; and his uncle Bill Busby, who turned eighty-eight at a recent party, helped start Motorola Semiconductors, was a US Air Force veteran (crew chief on a B-57 or B-58), and then passed away Monday morning. He says he and his nearly 98–99-year-old grandmother will be traveling to Detroit for that funeral. – Health update: Mike had a torn retina in his right eye, underwent emergency surgery, had to be face-down post-op while a bubble/oil was placed in the eye. At his second post-op checkup the doctor said things are looking good; vision in that eye is blurred by the oil bubble while the other eye is 20/20. He expects the oil to be removed and vision to clear later. He says this grounds him for about six weeks. – He mentions a lingering low-level cold over the past month. – Recent events and work: – He attended Military Creator Con in Arlington, Texas (several hundred participants, veterans/active military/spouses), where he saw Jamie Jay, Christopher Lochhead, Gordon Firemark (podcast lawyer), and others. The event ran long days and was busy but enjoyable. – At Blubrry he's been promoted to VP of Operations, overseeing teams and day-to-day work; Barry (another cofounder) is now CEO. He encourages podcasters to contact him for help, states he uses Blubrry hosting and the PowerPress plugin, and plugs Blubrry's services. – Technology and AI: – He discusses AI-generated content broadly: YouTube's proliferation of AI-narrated slideshow-style or AI-generated videos; his guilty pleasure of “AI Karen stories” on YouTube (which he knows are AI and mostly fiction). – He references a MacRumors article reporting YouTube will automatically label AI videos even if creators don't, and applauds the move, predicting many viewers will prefer non-AI content when labeled. – He raises concerns about AI in podcasting: AI-voiced podcasts and companies generating massive amounts of AI podcast content. He names a company, Inception PointAI, that reportedly generated a lot of AI podcast content and moved from Spreaker to Megaphone/Spotify; he says such AI content can hallucinate and produce factually untrue information, and that some AI podcasts present content as true. – He describes his own measured use of AI: he uses AI for transcripts and some artwork that he then tweaks, and he tried a cloned AI voice for one episode a few years ago but it didn't sound right. He notes telltale patterns of AI-written scripts and advises never to ask AI for its opinion. – He touches on scams: modern scam emails are harder to spot because language models clean up grammar; he warns about requests for immediate payment, iTunes/gift cards, or crypto as signs of scams. – Advertising and social media observations: – Criticizes YouTube mid-roll ads that interrupt videos, and the perceived decline in value of TV ads—locally seeing many online gambling ads in Michigan. – Observes AI activity on Facebook: AI agents entering groups to start conversations (sometimes inane or provocative) and AI-generated video shorts (e.g., airplanes doing impossible things). He dislikes Facebook's prompts to read more on Threads and says he doesn't want more social media accounts. He mentions being on LinkedIn, using X a little, and participating on Reddit, and says he plans to use a flip phone when he retires. YouTube Will Now Automatically Label AI Videos Even When Creators Don’t – Podcasting industry and advice: – Clarifies his use of “podcast” to mean generally audio (though he acknowledges podcasts can be video) and emphasizes that podcasting is a distribution method open to anyone. – Contrasts highly produced, broadcast-style podcasts (teams of producers and sound designers) with indie, authentic podcasts (one person talking into a microphone from a shed). He values indie authenticity and accessibility. – References a report by Tom Webster of Sounds Profitable noting people seek authentic-sounding podcast audio. He warns the industry is bifurcating between highly produced shows and indie creators. – Gives practical advice: podcasting is inexpensive and accessible (buy a microphone, record, compress to MP3, upload to hosting or WordPress to create an RSS feed). Suggests inexpensive cover art via Fiverr and mentions Blubrry hosting around fifteen dollars. Warns that podcasting generally won't replace a day job quickly—monetization takes time and consistency. – Lists three elements for podcast success: consistency, authenticity, and having content that is interesting/informative/compelling (he stumbles on phrasing but leaves the point authentic). He notes technology barriers are lower now; you don't have to be a geek. – Explains distribution parity: small indie shows can sit beside big shows like Joe Rogan in directories; one can succeed without becoming huge. His personal goal is to have a place to speak freely rather than chase large monetization. – Plans and format changes: – He says they will restart the Podcast Insider show with a revamped, more conversational format with two or three hosts discussing industry trends (e.g., trend toward video). – Discusses video: video has always been part of podcasting but is getting more prominent; video production is harder (lighting, appearance, editing). Blubrry is working on a video product to better support creators. – Mentions his short-form series “Cup of Traverse City” (daily, five minutes) which he took a month off from and tried to restart; he intends for it to be five days a week, five minutes, when resumed. – Reiterates he podcasts when it's fun and will take breaks when needed. – Closing: – He notes he has been talking for forty-five minutes, asks listeners if they're still subscribed and what they think about technology trends (is tech “going off the deep end” or is he being a curmudgeon?), invites feedback via email (mike at mike dell dot com), and signs off saying “Catch me later.”

En el Radar Empresarial de hoy ponemos la atención en SK Hynix, que, igual que Micron, ha logrado entrar en el grupo de compañías valoradas en más de un billón de dólares. La empresa surcoreana se ha beneficiado del impulso de la inteligencia artificial y de las mejores previsiones de firmas financieras. Ese contexto explica el avance en el Kospi, donde protagonizó una de las subidas de 2026. Este año, sus acciones acumulan un crecimiento cercano al 250% aproximadamente. La compañía se ha convertido en una pieza esencial dentro del sector de memorias, considerado de los próximos meses. Una de las razones principales es su estrecha relación con Nvidia, ya que es único proveedor de memorias HBM para la tecnológica estadounidense. Estos componentes permiten gestionar volúmenes de datos con velocidad, algo imprescindible para los desarrollos vinculados a la inteligencia artificial. Con ese liderazgo, SK Hynix controla el 57% del mercado de HBM y el 32% del segmento DRAM. El aumento de la demanda de semiconductores y la escasez de suministros han elevado la importancia estratégica de fabricantes como SK Hynix En apenas dieciséis meses, la empresa pasó de 100.000 millones de dólares a superar el billón de capitalización Sin embargo, la compañía reconoce los riesgos en la industria Su presidente, Chey Tae-won, advirtió hace meses que la falta de obleas de silicio podría provocar un desequilibrio hasta 2030 y generar una diferencia entre oferta y demanda 20%. Las advertencias de SK Hynix coinciden con las de otros directivos del sector tecnológico Michael Dell aseguró que la demanda de memoria inteligencia artificial podría multiplicarse por 625 durante años el director ejecutivo de Micron, Sanjay Mehrotra, explicó en CNBC que la memoria se ha convertido en un recurso imprescindible Según el ejecutivo, los sistemas de inteligencia artificial necesitan más capacidad y un rendimiento superior para desarrollar todo su potencial y sostener el crecimiento esperado del sector tecnológico

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.See omnystudio.com/listener for privacy information.

Join our champion program: mark@themomentumcompany.comAttend a Thriving Leader event: https://thriving-leader-2026.lovable.app/Instagram: @the.momentum.companyLinkedIn: /momentum-companyIn this episode of The Intentional Agribusiness Leader, Mark sits down with Tim Bucher, CEO and co-founder of Agtonomy, for a powerful conversation at the intersection of agriculture, technology, and leadership.Tim defines intentional leadership in a way that cuts through the noise:Pause. Think.In a world that rewards speed, the most effective leaders create space—however small—to process, evaluate, and respond with clarity. That simple act of thinking is what separates reactive leadership from intentional leadership.Tim's journey is anything but typical.Raised in agriculture, he built his own farming operation at a young age while simultaneously building a career in Silicon Valley—working alongside leaders like Steve Jobs, Bill Gates, and Michael Dell. For decades, he kept those two worlds separate.Until now.With Agtonomy, Tim has brought agriculture and technology together to solve one of the industry's biggest challenges:Labor.Agriculture is facing a shrinking workforce, rising costs, and increasing pressure to get more done with less. Agtonomy is addressing that challenge through what Tim calls physical AI—intelligence embedded in machines that can perform real-world work.Not just data.Not just insights.Work.By integrating AI into existing equipment, Agtonomy enables one operator to manage multiple machines at once—turning a one-to-one labor model into a one-to-many system. The result is increased efficiency, improved safety, and a meaningful shift in how work gets done on the farm.A key theme throughout the episode is this:Growers don't need more data.They need help getting the job done.That distinction matters.While much of the recent focus on AI has centered around digital tools and information, the next wave of innovation is physical—machines that can think, adapt, and execute in real environments.The conversation also addresses the concern many people have around automation:Will it take jobs?Tim offers a different perspective.In industries like agriculture, the problem isn't too many workers—it's not enough. With an aging workforce and fewer people entering the field, the only path forward is innovation.Not replacement.Adaptation.The episode also explores lessons from some of the most iconic leaders in tech. Tim shares how leaders like Steve Jobs, Bill Gates, and Michael Dell each operated with a clear mantra—design, software, cost—that guided their decisions and aligned their organizations.Clarity at the top creates alignment throughout.Tim's own mantra?“Show me.”In industries like agriculture, results matter more than ideas. The fastest way to build trust is to prove that something works in the real world.The episode closes with a powerful reminder:We are living through another industrial revolution.Not mechanical— but technological.And the leaders who will shape the next 100 years aren't the ones resisting it.They're the ones willing to pause, think, and build what comes next.Listen if you are:Trying to understand how AI will impact agricultureLeading through labor shortages or operational challengesInterested in automation, robotics, or ag technologyNavigating change in a rapidly evolving industryCommitted to becoming a more intentional, thoughtful leader

Donald Trump prepara una reforma fiscal que puede provocar la mayor redistribución voluntaria de riqueza en la historia de Estados Unidos. Bill Gates ha donado 60.000 millones en acciones de Microsoft a su fundación; Warren Buffett otros 60.000 millones de Berkshire Hathaway; Michael Dell acaba de comprometer 6.250 millones para 25 millones de niños. Lo que la reforma pretende cambiar es el canal: permitir que las grandes fortunas donen acciones revaluadas directamente a las cuentas individuales de menores estadounidenses, con la misma exención fiscal que hoy disfrutan las donaciones a fundaciones. Hosted on Acast. See acast.com/privacy for more information.

Plus, the suspect in a 24 hour standoff in Denton County, is now behind bars, Texas can hang the 10 Commandments in every public school classroom, tech pioneer Michael Dell just donated $750 million to the school he dropped out of when he was 19 years old, and more!

Ethan Starr is a researcher and author of Billionaire Trivia, who spent years studying over 250 American billionaires, uncovering the surprising personal stories, pivotal moments, and unconventional paths behind their extraordinary wealth.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: ⁠https://fiscal.ai/talkingbillions/⁠3:00 — Ethan's upbringing in Amherst, MA — a small college town with no super wealthy residents, shaping his careful attitude toward money.5:00 — The human side of billionaires: "Here's something that money can't fix" — Ethan on billionaires who've lost a child, showing no amount of wealth can shield from tragedy.8:00 — The self-made myth examined: Howard Schultz grew up in public housing; his father's injury and lost health insurance inspired Starbucks' employee benefits. "If you don't make mistakes, you're not trying hard enough."11:00 — Childhood traits of future billionaires: Jeff Bezos's intense focus, Michael Dell's obsession with shortcuts, Bill Gates reading books at dinner. Yet "I don't think there are any specific childhood traits that consistently predict who's going to become a billionaire."15:00 — Getting fired as a launchpad: Bernie Marcus dropped his lawsuit, co-founded Home Depot. Bloomberg's $10M severance funded Bloomberg LP. "To make billions, you have to own a business."19:00 — The power of pivoting: one billionaire switched from running an airline to leasing planes; Daniel Lubetzky created KIND Bars from a snack he wished existed.22:00 — Naming and luck: Google was originally "BackRub." Mark Cuban's broadcast.com sale to Yahoo for $5.7B at the dot-com peak.25:00 — Being unreasonable: Eli Broad's philosophy. Todd Graves limits Raising Cane's to five menu items while Michael Dell offered infinite customization — both unconventional, both successful.27:00 — Collector psychology and obsessive focus: Spielberg and Lucas collected Norman Rockwell paintings as fellow storytellers.30:00 — The space race: Bezos, Musk, Isaacman — pushing frontiers but risking everything, including their lives.38:00 — Political ambitions: Bloomberg as NYC mayor; billionaires deploying management skills in public service.42:00 — A world without billionaires: Ethan's take on wealth redistribution vs. wealth creation, and the slowing giving pledge.48:00 — Future billionaires: high-margin businesses, software, consumer products. "Start a business that can serve a lot of customers."52:00 — Defining success beyond money: "Success is making a positive difference" — Ethan's tribute to his fifth-grade teacher who left a lasting legacy.

Bank of American CEO Brian Moynihan joins CNBC for his first interview after reporting results. Then, during the CNBC Invest in America Forum, Apollo CEO Marc Rowan and Treasury Secretary Bessent weigh in on concerns about private credit and whether they think there are systemic risks. Plus, IBM Vice Chair Gary Stern and Michael Dell with a warning about overinvestment in data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Follow Forbes Talks  Who are the top 10 richest people in the world? 1. Elon Musk  2. Larry Page  3. Jeff Bezos (up from No. 4)  4. Sergey Brin (down from No. 3) 5. Mark Zuckerberg  6. Larry Ellison  7. Jensen Huang (up from No. 8)  8. Michael Dell (up from No. 13) 9. Rob Walton (up from No. 11)  10. Bernard Arnault (down from No. 7) March wasn't the best month to be a billionaire, as both the S&P 500 and Nasdaq sank by nearly 5% amid the Iran war. Nine of the world's ten richest people enter April poorer than they were at the beginning of March. As a group, their fortunes fell by more than $100 billion combined to a total of $2.5 trillion, as of April 1 at 12 a.m. Eastern time.  Even more notable is the shake up at the top, as only four members of last month's top 10 held onto their same ranks including the world's richest person Elon Musk and no. 2 Sergey Brin. Despite their ranks holding steady, Musk and Page were two of five top 10 members who lost at least $20 billion in the past month. Musk's fortune fell by $22 billion to $817 billion. He's still more than three times as rich as his runner-up, Page, whose fortune sank by $20 billion to $237 billion.  The biggest loser was Frenchman Bernard Arnault of luxury goods conglomerate LVMH, who dropped from No. 7 to No. 10, as his fortune sank by $28 billion, to $142.5 billion. Another big loser was Spanish fast fashion mogul Amancio Ortega, who tumbled from No. 10 to No. 14, as his fortune plunged by $20 billion, to $128 billion. Warren Buffett also fell out of the top 10, sliding from No. 9 to No. 11, as his net worth fell by $7 billion to $142 billion. Walmart heir Rob Walton lost $3 billion but nevertheless jumped into the top 10 for the first time in at least three years. The other new face in this month's top 10 (and the only gainer) was PC mogul Michael Dell, who climbed from No. 13 to No. 8, as his fortune inched upward by $2 billion to $143.1 billion.  Jeff Bezos also moved up, to No. 3 for the first time since October, as his fortune dipped by a relatively modest $1 billion to $223 billion. He swapped places with Google cofounder Sergey Brin, who dropped to No. 4 for the first time since January, as his net worth fell by $18 billion to $219 billion.  Forbes has been tracking the world's billionaires since 1987. In March 2026, we found 3,428 of them for our annual list. Below are the 10 richest people on earth as of April 1, 2026 at 12 a.m. Eastern time, according to Forbes. Stock prices fluctuate routinely, so these net worths typically change on a daily basis. Forbes tracks the daily changes on our Real Time list of billionaires. Read the full story on Forbes: https://www.forbes.com/sites/forbeswealthteam/article/the-top-ten-richest-people-in-the-world/ Learn more about your ad choices. Visit megaphone.fm/adchoices

(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the autonomous race (16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California (25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War (36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders (43:46) Dell's $50B AI infrastructure bet (1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids This podcast was recorded LIVE at Arena Hall in Austin, Texas. Thanks to our partners for making this event possible!: EY: Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey. https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey Forge Global: We're proud to highlight our partners at Forge Global, who are helping the world's most innovative private companies and their teams gain #liquidcourage on their terms. Learn more here: https://forgeglobal.com/who-we-serve/private-companies/ De'Longhi Athena Polymarket

Michael Dell, chairman and CEO of Dell Technologies, and Darío Gil, US Department of Energy under secretary for science, talk about working together on the build-out of a national AI infrastructure. Dell also comments about Anthropic's dispute with the Pentagon over using AI tools. They speak to Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

In this episode of 10X Growth Strategies, host Preethy Padmanabhan sits down with Dr.Vivek Mansingh — technologist, entrepreneur, author, and former Silicon Valley leader — to unpack what meaningful success truly looks like beyond titles, money, and conventional achievement. Drawing from a career that spans Silicon Valley, Bengaluru, startups, and leadership roles alongside icons such as Steve Jobs, John Chambers, and Michael Dell, Dr. Vivek reflects on the principles that shaped his journey — from aspiring big and becoming number one in his field, to understanding why professional success alone is never enough. The conversation centers around ideas from his award-winning book Achieving Meaningful Success, where he introduces frameworks such as the “Wheel of Goals” and the importance of balancing professional ambition with health, relationships, spirituality, and inner growth. Through personal stories, he explains how some of life's most defining decisions came not from career milestones, but from choosing family, purpose, and long-term fulfillment. The episode also explores the power of mentors, books, role models, and lifelong learning — including lessons drawn from leaders such as Ratan Tata, N. R. Narayana Murthy, Rahul Dravid, and John Chambers, all featured in Dr. Vivek's interviews on excellence, leadership, and grounded success. A thoughtful conversation for anyone trying to build ambition without losing balance — and success without regret. ⸻ 00:00 – Introduction & Dr. Vivek's Career Journey 02:00 – From India to Silicon Valley 05:00 – What “Meaningful Success” Really Means 08:30 – The Wheel of Goals: Beyond Career Alone 11:00 – Mentors, Role Models & Becoming Your Best Self 16:30 – Books, Learning & Continuous Growth 19:00 – Thinking Big: Setting Bold Goals 23:00 – Steve Jobs, Excellence & Professional Achievement 25:00 – Family, Relationships & Life Priorities 30:30 – Why Goals Matter in Life 31:30 – Lessons from Extraordinary Leaders 34:30 – Book Awards, Giving Back & Final Advice 37:00 – Closing Thoughts

Is success in business simply about having the right idea, raising the perfect amount of money, or having the right connections? According to our guest today, David Senra, it's none of those. It's about obsession. David Senra has read 400+ biographies of history's greatest entrepreneurs, studying how they actually built their companies. On his podcast Founders, he distills the lives of iconic builders into actionable frameworks. He also hosts in-depth conversations with living founders on his new show David Senra — from Daniel Ek to Michael Dell to Todd Graves — extracting the mental models you only earn after decades in the arena. In this wide-ranging conversation, we break down: • Why history's greatest entrepreneurs hire for spikes, not well-rounded resumes • Why durability is a first-rate virtue — and most businesses die of indigestion, not starvation • How Steve Jobs worked barefoot at Atari — and why Nolan Bushnell kept him anyway • Why George Lucas bet unapologetically on himself • How Sam Zell tortured himself into greatness — and why he chose freedom over money • Why Michael Dell says he works “all the days” • The founder archetypes framework — and why founder-problem fit beats founder-market fit • Why Todd Graves hasn't changed his menu in 30 years — and built a $20B chicken empire • How Rick Rubin became a reducer, not a producer — and why ruthless editing creates timeless work • Why belief comes before ability — non-negotiable for builders If you want to think like Jobs, Bezos, Zell, or Munger, this episode will permanently change how you approach focus, entrepreneurship, and building something that lasts. Turn attention into revenue with https://beehiiv.link/nt66tb. Use CODIE30 for 30% off your first 3 months. Take your personal data back with Incogni! Use code BIGDEAL at the link below and get 60% off an annual plan: https://incogni.com/bigdeal Follow David Senra: Founders Podcast: https://www.founderspodcast.com New Show (David Senra): Available on all platforms Instagram: @founderspodcast ___________ 00:00:00 Introduction 00:00:42 The Lonely Founder Life: Why Entrepreneurs Need Founder Friends 00:01:04 Marriages and Relationships of History's Greatest Entrepreneurs 00:03:07 Is Entrepreneurship a Trauma Response? 00:05:26 Hiring for Spikes: The Steve Jobs Employee Philosophy 00:10:12 George Lucas and the Power of Unapologetic Self-Investment 00:12:39 Longevity Over Everything: Building Companies That Last Decades 00:18:37 Do You Have to Be Obsessed to Win? 00:19:35 The Inner Monologue Shift: From Negative to Positive Fuel 00:35:48 Keep Your Circle Small: The Sam Zell Approach to Relationships 00:42:03 Personal Standards and the Yardstick for Quality 00:47:30 Sam Zell's Life Philosophy: Freedom, Focus, and the One True Luxury 00:50:29 Start, Scale, Sell Is a Trap: Find Your Last Business 00:52:36 Complexity Is the Killer: The Sam Walton Bureaucracy Battle 00:59:15 Simplify to Amplify: Raising Cane's, Papa Bagels, and the Power of One Thing 01:07:13 Founder Problem Fit: Know Your Archetype 01:25:17 AI, Electricity, and Thin Horizontal Enabling Layers 01:30:50 Mute the World and Build Your Own: The Daily Design Philosophy 01:34:59 The Power of Simple Obsession ___________ MORE FROM BIGDEAL

What if your 11% success rate means you're absolutely crushing it? In this episode, Paul Kirchoff shares how he helps small growth businesses and their leaders accelerate success through EPX Global, a breakthrough AI-centric acceleration platform and ecosystem. As an avid entrepreneur, investor, and global adventurer, Paul is the founder and CEO of EPX Global, where members around the world drive faster business success, max out amazing experiences, and push individual performance to new levels. Paul is also the Founder and CEO of DominoOne, an impact accelerator and crowdsourced problem-solving platform. Paul built two marketing software/agency companies and multi-billion dollar business units at Dell Computer Corporation as an early employee. He's a member of the 113-year-old Explorers Club, DJs electronic music, wrote a corporate thriller novel (giving proceeds to cancer research), and made a film about racism. Paul is developing frontier-level expertise in operationalizing artificial intelligence across the enterprise in every department. Paul reveals two relationships that transformed him in ways nobody has ever answered this question before: a Mongolian eagle hunter he met in the far eastern corner of Mongolia, an older gentleman who had zero knowledge of America, spoke no English, and lived in a yurt with horses and golden eagles as pets, teaching Paul about authentic human connection beyond labels and systems, which became the core culture he built into his technology platform where single moms are valued equally with astronauts; and a police officer who arrested him at 32 after a casual happy hour (though Paul was sober), leading to community service at a center for the deaf and blind where he spent weeks rewinding VHS tapes while listening to thought leaders teach cutting-edge SEO and digital marketing, which gave him the advanced knowledge to start his marketing agency that became successful and sold 13 years later, ultimately leading to his trip to Mongolia and the realization he needed to build EPX Global.   [00:04:00] What Paul Does at EPX Global Tech veteran CEO with many startups, sold companies, shut down companies Early employee at Dell Computer Corporation before anyone in Austin knew who Michael Dell was Built EPX Global as AI-centric ecosystem for small growth businesses and their leaders Heavy artificial intelligence expertise helping companies accelerate success, health, and experiences [00:05:00] Making Everything Go Faster Helps accelerate time to best performance unique to genetics on health side Helps companies accelerate success with AI, connections, and knowledge Makes sure people don't forget to dance under the Milky Way because life is short [00:06:00] Living in Service of Others Used to be financial goals and status symbols when younger, none of that matters now Addicted to a blank sheet of paper, gifted to solve or invent anything Respect for fellow humans (all a unit of one on their own unique journey) Living in service of others by replicating himself with technology [00:07:00] Building a Top Marketing Agency Built and sold one of top demand generation agencies in world Controlled front page of Google, Facebook called asking how they converted traffic Always on cutting edge of deploying technology in marketing (technical + psychology) [00:08:20] AI Systems for Every Business Size Wanted to build AI systems for small businesses (missing factor for 10x resources) Also doing business transformation consulting for billion-dollar companies Helping bigger companies go from where they are to AI-first operations [00:09:20] The 60% Revenue Increase Every Month Networking ecosystem connects people to solutions for health, happiness, business, capital People battling depression got connected to biohacking guys, transformed their lives One client company 60-70% higher revenue every single month with zero change to headcount [00:11:00] Being the X Factor AI systems deployed handle support, become AI salesperson, become AI marketing team Small businesses can grow beyond traditional chains with 10x resources All about being X factor in people's lives or facilitating X factor with someone else [00:14:00] The 11% Success Rate Discovery Expert guest on platform said his success rate is 14% (very successful guy) Paul did the math on his own attempts, came out to 11% success rate Entrepreneurs put enormous pressure on themselves, need different perspective [00:16:00] Trust in an AI World Real meaningful relationships becoming more and more valuable with AI Building networking assistant governed by user (uses your reasoning to find value) Human connection and that magnetic field around our hearts makes us who we are [00:19:40] When Social Media Became Entertainment Facebook, Instagram, TikTok devolved into micro entertainment channels (not networking) Feeds filled with ads and sponsored posts, no actual networking EPX Global has no ads, every connection based on merit of what you want [00:20:20] Photorealistic Fake Content AI video (Sora, Veo) can create photorealistic content that's completely fake Consumer backlash coming for authenticity in connections Business will embrace AI efficiency (hyper-efficient usually wins) [00:23:00] Two People, No Names Never anyone Paul looks up to or admires or wants to be like who affected his life Been blessed to meet incredible people (Pope, Richard Branson's Island, etc.) Two people come to mind that transformed everything Both people Paul has no idea where they are or their names [00:24:20] Far Eastern Mongolia Was entrepreneur working 14 hours a day for decade plus, one-trick pony success Knew needed to desperately change something, chose adventure Took group to far eastern corner of Mongolia to ride horses with eagle hunters Met older gentleman in yurt who had zero knowledge of America or United States [00:25:40] The Man with Golden Eagles Man spoke zero English, wore fox neck tie, had pet golden eagles (40 pounds) Paul realized this is furthest from his life as tech guy (opposite side of life) Both excited to meet each other as new friends with zero in common [00:27:00] Single Moms and Astronauts Brought that spiritualness and core value into network he built Despite super achievers (swimming oceans, skiing Everest, gold medals), none of that matters Single mom raising five good kids might be more impressive than astronaut [00:27:40] The Saturday Night Traffic Stop At 32, coming out of casual happy hour, got pulled over Told officer honestly: "I had two drinks over last hour, I'm clearly fine" Officer said he seemed like nice guy but made him do sobriety test Got arrested and taken downtown (was actually sober, officer kept saying he was nicest person) [00:28:40] Community Service for the Deaf and Blind Offered to do community service to get charge expunged Chose center for deaf and blind, job was rewinding VHS tapes in warehouse Asked supervisor if he could listen to music, supervisor said yes [00:29:20] SEO Lessons in His Ears Instead of music, put in thought leaders teaching SEO and digital marketing For weeks on end, hours a day, learning cutting-edge techniques from pioneers After that, was so advanced in knowledge that led to starting agency Agency became successful and powerful, sold it 13 years later [00:30:00] The Chain of Events If officer hadn't arrested him, wouldn't have had that learning experience Wouldn't have had confidence to start agency that got him burnt out Wouldn't have gone to Mongolia and realized need to build network [00:31:00] In the Canyon Before the Summit At the time was devastated, seemed horrible (younger without perspective) Now incredibly grateful it happened When in the canyon, you're about to go to the summit [00:32:20] When Identity Gets Wrapped Up Greatest risk to mental health is when identity tied to something other than happiness If identity wrapped up in labels (AI whisperer, top guy), devastated when things go wrong Separate identity from accomplishments to stomach any ups and downs [00:38:00] The Leader in the Back AI exercise: meditate on what you look like as future leader Paul's image: crowd moving down valley, Paul in the back (slightly bigger) Leader in back can move crowds (not showing off Maserati or boat) [00:39:00] A Multitude of Miracles However someone gets through life (good/bad parents, heartbreak, etc.) shapes them Everyone made it to this one moment in time (mathematically massive miracle) When you respect everyone like that, you operate without ability to judge or be judged [00:39:40] Operating Without Fear When you don't judge or feel judged, you operate without expectations Without expectations means without fear of future negative ramifications Can be yourself, be present, love everybody, still compete   KEY QUOTES "I did the math and my success rate is like 11%. And I feel like I'm fairly successful, right? I've learned to not really give a shit about what your definition of success is." - Paul Kirchoff "There's zero in common, zero knowledge about each other. And it was one of the most remarkable moments because it shows you this level of connection that's possible when you drop labels and systems and passports and everything else." - Paul Kirchoff "If that guy wouldn't have arrested me, I wouldn't have started an agency, wouldn't have gotten burnt out, wouldn't have gone to Mongolia, and wouldn't be on this call today." - Paul Kirchoff CONNECT WITH PAUL KIRCHOFF 

PODCAST LAS NOTICIAS CON CALLE DE 29 ENERO DE 2026 - Finalmente hay acuerdo para que Ramonita tenga casa - El Nuevo DíaAprobado el cable submarino de RD a PR - El Nuevo Día Nacen menos, emigran más, pero no hay prelación de temas - El Nuevo Día Pelea por reforma contributiva llega al saludo protocolar - El Vocero Gobernadora presenta plan de 11 billones para vivienda, hospitales, escuelas e inversión de desarrollo social - El Vocero Consumidor boricua no confía en recuperación según índice de la Cámara de Comercio e Inteligencia Económica - El Vocero FED no baja la tasa de interés en última reunión - CNBCAlcaldes pueden ayudar con LUMA para arreglar sistema de alumbrado - El Nuevo Día Preparadores de planillas siguen como si no se fuera a aprobar la reforma - El Nuevo Día Tesla decide dejar de producir la línea premium del S y X para moverse a producir robots - FTTrump se pone en posición de ataque contra Irán y manda portaaviones a preparar ataque - NYTFT reporta que Open Ai busca 100 billones en nueva ronda de conseguir fondos Constructores dicen que construir en PR cuesta 30% más por impuestos - Metro Trump tiene reunión con Israel y Arabia Saudita para ver lo que harán con Irán - Axios Trump va a depositar en la cuenta de menores y niños, sale anuncio de las cuentas Trump en el Superbowl - AxiosTodavía La Casa Blanca no confirma si las cuentas Trump aplican a PR, las de Michael Dell sí según Comisionado residente - END, WAPA Médicos advierten de la ley del concebido no nacido - El Nuevo Día Trump le dio tarjeta de oro a Nicky Minaj sin cargo algunoEl dólar vuelve a bajar de valor - Bloomberg Sigue creciendo la propagación del sarampión en South Carolina - Axios Inglaterra y Canadá vuelven a hacer negocios con China - Economist Demócratas piden prohibir que agentes de ICE no usen sus cámaras, que no puedan usar máscaras y que no puedan hacer operativos random - NYT¿Listo para una carrera donde cada detalle cuenta?El Bachillerato en Ciencias con concentración en Ciencias Forenses de EDPUniversity te prepara para ser un experto en el campo forense.Los graduados de EDP se convierten en profesionales capaces de explicarhallazgos complejos con precisión científica y legal, y comunicar resultadosforenses de manera efectiva para su uso en los tribunales.No esperes más, y ¡matricúlate! en EDP University, Saber es PoderIncluye auspicio 

This week we talk about social networks, propaganda, and Oracle.We also discuss foreign adversaries, ByteDance, and X.Recommended Book: Rewiring Democracy by Bruce Schneier and Nathan E. SandersTranscriptIn 2021, TikTok, a short-form video platform that's ostensibly also a social network, though which leans heavily toward consuming content over socializing, was ranked the most popular website by internet services company Cloudflare, beating out all the other big tech players, including search engine juggernaut, Google.It was a neck and neck sort of thing, with Google taking the lead some days that year, but 2021 was definitely TikTok's time to shine, as it was already popular with young people and was starting to become popular with the general public, of all ages and across a huge swathe of the planet. It even beat Facebook as the most popular social media website that year, despite, again, being mostly about consuming content rather than interacting—that was actually a prime motivator for Meta, which owns Facebook and Instagram, to redirect its own apps in a similar direction, shifting its focus from communication and interaction between users toward the creation of binge-able content, and feeding users more of that content in a feed optimized for time-losing levels of consumption.2021 was also the first full year that TikTok was coming under scrutiny from the US government. In the preceding year, 2020, then first-term president Donald Trump said he was considering banning the app because it was becoming so popular, with young people in particular, and because it was owned by a Chinese company, ByteDance it represented a potential national security threat.So the idea was that because Chinese companies are forced, by their very nature, to do what the Chinese government tells them—that's just how things work over there—and to do so on the down-low if that's what the governments demands, and to lie about having to do what the government tells them to do, if the government tells them to thus lie, it doesn't matter that ByteDance's leadership swore up and down to the world that the company will never use its popularity, and the data it soaks up from all its users as a result of that popularity, to help the Chinese government, the Chinese military, or Chinese intelligence services.It of course will have to do that, and if it doesn't, its leaders could be black-bagged and disappeared in the night—because again, that's just how things work over there. So the Trump administration decided to make TikTok a sort of bogeyman, representing Chinese companies in general, and to some degree the presence of China in the US and throughout the Western world, and said, nope, we're not gonna let this thing continue to operate over here.It's worth remembering, too, that by 2021 the world was enmeshed in the COVID-19 pandemic, which originated in China, and which Trump and his administration were ardently attempting to tie to the Chinese government—calling Covid the Chinese Flu, and even worse things, as part of that effort.So this move against TikTok and its parent company, while based on genuine concerns about the ownership of the company and how and where the data being collected by said company is handled, it should also be seen as a political maneuver, allowing Trump, during the 2020 election run-up, to look like he was taking a big stand against a big foreign threat, China.What I'd like to talk about today is a deal that was proposed way back then by the Trump administration, as a potential way out for TikTok and ByteDance, allowing it to continue operating in the US despite threats to shut it down, now that said deal, or a version of it, seems to have finally come to fruition—and what we know about the shape of the resulting new, US-based version of TikTok.—On January 18, 2025, TikTok stopped worked in the US. It voluntarily suspended all services in the country in the lead-up to the implementation of the Protecting Americans from Foreign Adversary Controlled Applications Act, which was passed by the US congress and signed into law by then-president Joe Biden in April of 2024. This law gave social networking services controlled by ‘foreign adversaries' 270 days, with the possibility of a 90-day extension, to divest themselves so that they're no longer considered foreign adversary-owned.This law was almost exclusively aimed at TikTok, and the idea was that TikTok, in the US, would no longer be able to legally function following that deadline if it was still owned by China, which for the purposes of this law has been labeled a foreign adversary.ByteDance could keep TikTok in the US going if it sold a majority, controlling stake of its US-based assets to non-adversary owners, but otherwise it would have to shut down.Interestingly, though Trump was the original source of concerns about TikTok and its Chinese ownership during his first administration, when he stepped back into office in January 2025, he signed a new executive order that delayed the enforcement of this Biden-signed law, and then delayed it still-further, three more times after that, saying that he wanted to give American investors the time to negotiate controlling interest of US TikTok, rather than banning it.Those efforts eventually bore fruit in the shape of a new controlling entity called TikTok USDS Joint Venture LLC, which is made up of a bunch of non-Chinese investment entities, including US software behemoth Oracle, an Emirati investment firm called MGX, a US investment firm called Silver Lake, and a personal investment company owned by Michael Dell, the founder of Dell Technologies. There are other, smaller investors also involved, but the red thread that runs through almost all of them is that they're big Trump supporters and funders, funneling a lot of money into Trump's campaigns, and his family businesses.So six years after the initial legal salvo was fired at TikTok in the US, the local assets are now controlled by non-Chinese investors, though the original Chinese owner, ByteDance, still owns just under 20%, compared to about 15% apiece for Oracle, MGX, and Silver Lake.The new company's board is majority-run by those investors, too, which means it's majority-run by ardent Trump supporters. We don't yet know what effect this will have on content within the app, but under full Chinese ownership, topics related to democracy, Tianamen Square, and the LGBTQ community, among others, were significantly downgraded in the algorithm, ensuring they were seldom shown to anyone, which in turn disincentivized content that those owners didn't like while incentivizing content that was pro-China, and pro-Chinese government priorities.It's considered to be likely, by analysts who watch these sorts of maneuverings, that the same will be true of this new entity, but for and against subject matter that the Trump administration is for and against. Which raises the possibility that the new US TikTok, while superficially the same as the previous US TikTok, will slowly go the way X, formerly Twitter, has gone under Elon Musk, which was dramatically pushed in a new direction under its own owner, focusing on his political and ideological priorities and punishing users who spoke against those priorities.TikTok could become more or less an extension of the Trump-verse, in other words, and could thus become something more akin to Trump's own network, Truth Social, or other right-leaning and far-right social networks, like conservative YouTube-clone, Rumble, rather than something less ideological, or maybe I should say less overtly politically ideological, like Meta's Facebook, Threads, and Instagram.Users have already noticed some changes to US TikTok after the change in ownership, though, including what sorts of data are collected.TikTok's new privacy policy, which all users have to agree to before using the app, now that the platform has changed hands, says that TikTok will be using precise location tracking, keeping tabs on exactly where users are located via their device's GPS. That's compared to the app's previous approximate location-tracking effort, which used SIM card and IP address data to understand general proximity—it still uses that data, too, but now, rather than knowing what neighborhood you're probably in, it may also know what room in your house you're scrolling from.The new US TikTok also tracks users' interactions with AI tools, including their prompts, outputs, and metadata attached to said interactions, which includes details about where users are when they're using such tools, and what time they used them.They also collect gobs of marketing data from outside sources, and based on the users' activity within the app. So things you buy, websites and other apps you visit and use, and conversations you have will all be sucked up and agglomerated into a profile that's then used to show you targeted advertising. This isn't unique to US TikTok, but the company does seem to intend to make use of more such data, and to combine it with that other stuff it's now collecting, to increase the price it can charge for ads, because they'll be a lot more specifically targeted than before.Some users are beginning to comb through the new user agreement with a fine-toothed comb, noticing, in addition to those aforementioned major changes, that the company also reserves the right to collect information about your physical and mental health, to use identifying information in the videos and images you might share, and information gleaned from people and their identifying characteristics in images and videos, and to collect biometric data, which usually means eyes and faces and walking gate and things like that, to differentiate and track people across such content. They can keep tabs on your sex life, sexual orientation and gender, your drug usage, your ethnic and racial origins, your citizenship and immigration status, your financial situation and information—all sorts of stuff is collected, and they say in the privacy policy and user agreement that they intend to do gather and store and cross-reference this kind of information whenever possible.Again, much of this isn't novel, as social platforms are gobbling up all sorts of stuff about their users all the time, mostly to refine their ad placements because that allows them to charge advertisers more for better-targeted placements, over time.That said, because of the nature of the group that now owns US TikTok and which is making executive decisions about it, including, potentially, how this data is shared, including with the US government and its many agencies, there's a chance we might see an exodus of sorts from the still younger-than-average user base of this network, because there is a nonzero chance it could become a tool in the Trump administration's utility belt for tracking down people they don't like and spreading messages that are favorable to them and their ideological aims; so basically what was happening under the previous ownership, but for the current US administration's priorities, rather than those of the Chinese government.Show Noteshttps://www.nbcnews.com/tech/tech-news/tiktok-surpasses-google-popular-website-year-new-data-suggests-rcna9648https://www.nytimes.com/2026/01/22/technology/tiktok-deal-oracle-bytedance-china-us.htmlhttps://www.wired.com/story/tiktok-new-privacy-policy/https://archive.is/20260123005655/https://www.bloomberg.com/news/articles/2026-01-23/tiktok-seals-deal-to-create-us-venture-with-oracle-silver-lakehttps://www.axios.com/2026/01/23/tiktok-deal-trump-app-banhttps://www.theverge.com/tech/866868/tiktok-usds-new-owners-algorithm-explainedhttps://www.politico.com/news/2026/01/22/5-things-to-know-about-the-tiktok-deal-00743316https://www.nytimes.com/2026/01/23/business/media/tiktok-us-terms-conditions.htmlhttps://en.wikipedia.org/wiki/TikTokhttps://en.wikipedia.org/wiki/Donald_Trump%E2%80%93TikTok_controversyhttps://en.wikipedia.org/wiki/Efforts_to_ban_TikTok_in_the_United_Stateshttps://en.wikipedia.org/wiki/Protecting_Americans_from_Foreign_Adversary_Controlled_Applications_Act This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Tim Bucher, CEO and cofounder of Agtonomy, joins Amir to break down what physical AI looks like when it leaves the lab and shows up on the farm. Tim shares how his sixth generation farming roots and a lucky intro computer science class led to a career that included Microsoft, Apple, and Dell, then back into agriculture with a mission that hits the real world fast.This conversation is about building tech that earns its keep, delivers clear ROI, and improves quality of life for the people who keep the food supply moving.Key takeaways• Deep domain experience is a real advantage, especially in ag tech, you cannot fake the last mile of operations• The win is ROI first, but quality of life is right behind it, less stress, more time, and fewer dangerous moments on the job• Agtonomy focuses on autonomy software inside existing equipment ecosystems, not building tractors from scratch, because service networks and financing matter• One operator can run multiple vehicles, shifting the role from tractor driver to tech enabled fleet operator• Hiring can change when the work changes, some farms started attracting younger candidates by posting roles like ag tech operatorTimestamped highlights00:42 What Agtonomy does, physical AI for off road equipment like tractors01:45 Tim's origin story, sixth generation farming roots and the class that changed his path03:59 Lessons from Bill Gates, Steve Jobs, and Michael Dell, and how Tim filtered the mantras into his own leadership05:53 The moment everything shifted, labor pressure, regulations, and the prototype built to save his own farm09:17 The blunt advice for ag tech founders, if you do not have a farmer on the team, fix that11:54 ROI in plain terms, one person operating a fleet from a phone or tablet14:29 Why Agtonomy partners with equipment manufacturers instead of building new vehicles, dealers, parts, service, and financing are the backbone17:39 The overlooked benefit, quality of life, reduced stress, and a more resilient food supply chain20:18 How farms started hiring differently, “ag tech operator” roles and even “video game experience” as a signalA line that stuck with me“This is not just for Trattori farms. This is for the whole world. Let's go save the world.”Pro tips you can actually use• If you are building in a physical industry, hire a real operator early, not just advisors, get someone who lives the workflow• Write job posts that match the modern workflow, if the work is screen based, label it that way and recruit for it• Design onboarding around familiar tools, if your UI feels like a phone app, training time can collapseCall to actionIf you got value from this one, follow the show and share it with a builder who cares about real world impact. For more conversations like this, subscribe and connect with Amir on LinkedIn.

Steve sits down with Nick Hopwood, CFP, founder and president of Peak Wealth Management, for another edition of No Lazy Money,  focused on discipline, planning, and real-world investing. They look back at Cisco finally hitting a new high more than 25 years after 2000, what the lost decade taught investors, and where money actually worked when the S&P 500 went nowhere. Hopwood also lays out what investors should do if the market drops 10% or more in 2026, weighs in on Ray Dalio joining Michael Dell, and delivers a critical reminder: this is the last call for 2025 tax planning, including QCDs, donor-advised funds, tax-loss harvesting, and Roth conversions. Visit PeakWM.com/Gruber for a free Social Security analysis. Stop letting your money get lazy!

Trump just announced Trump Accounts — a $1,000 government-seeded investment account for newborns — and it might be the most impactful financial policy in decades. Zach Abraham of Bulwark Capital Management breaks down how Trump Accounts work, why compound interest beats Social Security, how parents and grandparents can contribute, and how this could create generational wealth for American families. We also explain why the left is melting down over private investment, Michael Dell's massive contribution, and why this program could finally teach kids real financial literacy instead of government dependency. If you care about inflation, retirement, investing, Social Security reform, and your kids' future, this is a must-listen. Get back to basics with Bulwark's Know Your Risk Portfolio Review—don't put it off, go to https://KnowYourRiskPodcast.com today.Subscribe and stay tuned for new episodes every weekday!Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramTikTokXLocalsMore Info

Kara Tsuboi covers today's top tech stories. Michael Dell makes one of the largest donations to go directly to the American people. One of the fastest-growing college majors is now artificial intelligence. The esports champion of Excel is crowned in Las Vegas.

President Trump just unleashed a game-changing "Day of Giving" with Trump Accounts—tax-deferred investment funds for every American child, seeded by a massive $6.25B Dell pledge! Watch how this pro-family powerhouse builds wealth, empowers families, and crushes midterms for Republicans. MAGA economics in action—turning newborns into future millionaires! #TrumpAccounts #DayOfGiving #America #USA #MillionaireSubscribe to Doug's YouTube Channel: @TheRightSideDougBillings Contribute! Set up a monthly recurring donation at: www.DougBillings.usSupport the show

Buy tickets to the IPO Tour (our In-Person Offering)Feb 25th in Austin, TX: https://tickets.austintheatre.org/13274/13275 Mar 11th in Arlington, VA: https://www.arlingtondrafthouse.com/shows/341317 Apr 8th in New York, NY: https://www.ticketmaster.com/event/0000637AE43ED0C2June 3rd in Los Angeles, CA: https://www.squadup.com/events/the-best-one-yet-liveCostco sued the Trump admin demanding tariff refunds… but it's also a marketing move.Estée Lauder hired Google to sell perfume online… and deliver an ROI on AI.Michael Dell is giving $250 to 25 million American kids… and it'll change kid-gifting forever.$COST $EL $DELLBuy your TBOY Yeti Doll here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's Headlines: Republican Matt Van Epps narrowly won Tennessee's special election, which is… not exactly a flex for the GOP given the district. Meanwhile, Trump went on a full midnight Truth Social bender — 150 posts of pure nonsense — including a retweet of Kristi Noem calling for a “full travel ban” on basically whoever she feels like. He kept the chaos going at a two-hour Cabinet meeting where he bragged about his cognitive test, nodded off, and let Noem announce immigration crackdowns in Minnesota's Somali community. Pete Hegseth used his time to deny ordering the killing of survivors of U.S. boat strikes and promised more strikes off Venezuela, as a Signalgate review is set to be released. Kash Patel didn't fare much better in the news cycle, a leaked 115-page report from FBI veterans called the bureau under him a fear-soaked disaster run by a guy who once refused to leave a plane until someone found him a properly patched FBI jacket. In more anit-immigration adjacent news, Brooke Rollins is threatening to pause SNAP funds for states refusing to share immigrant data. Sabrina Carpenter, however, wants zero association with ICE after they used her music in a raid montage. And like we all knew would happen, Senate Republicans appear to have abandoned the plan to extend Obamacare subsidies before premiums spike in January (shocking). Finally, billionaire Michael Dell and his wife are tossing $6.25 billion into “Trump accounts” for kids, while Treasury kicks in $1,000 for children born during Trump's term, and Jared Kushner and Steve Witkoff spent four hours in the Kremlin with Putin discussing their ever-mutating “peace plan.”  Resources/Articles mentioned in this episode: NBC News: Tennessee House Special Election 2025 Live Results: Matt Van Epps Wins, NBC News Projects The Independent: Trump goes on late-night social media rant demanding Democrats who spoke out on military justice be jailed NYT: Kristi Noem Recommends New Travel Ban After National Guard Shooting Axios: ICE coming for Minneapolis after Trump targets Somalis CNN: Fact check: Trump delivers long list of false claims at Cabinet meeting Axios: Scoop: Pentagon's internal "Signalgate" review sent to Congress Yahoo: Kash Patel Justifies Jacket Meltdown by Saying He Wanted a Kid's Size Axios: SNAP benefits at risk as states resist Trump immigration data demands AP News: Sabrina Carpenter and Franklin the Turtle publisher condemn Trump administration's use of their work AP News: Chances dwindling for renewal of health care subsidies, risking premium spikes for millions WaPo: Dell CEO pledges $6 billion to ‘Trump accounts' for American children Axios: Witkoff and Kushner met Putin for five hours on Ukraine plan Telegraph: Putin: We're ready for war with Europe Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

The real scandal in the Hegseth narco-terrorist strikes? Democrats are more furious about U.S. strikes on drug boats poisoning America than an Afghan national ambushing National Guardsmen in D.C. – exposing their depravity. Stefanik blasts Speaker Johnson for blocking deep-state reforms; Trump teases 2028 bench including Vance and Rubio; DOT threatens Minnesota's highway funds over fake Somali trucker licenses; Minneapolis mayor vows to shield Somali fraudsters from feds; Michael and Susan Dell pledge $6.25B to seed 25M kids' Trump investment accounts; Colorado dad heroically shoves armed burglar down stairs to protect sleeping children; and Scott Jennings nails why 2026 must laser-focus on domestic wins to avoid leftist court-packing nightmare.   The AM Update, Aaron McIntire, Pete Hegseth narco strikes, Afghan ambush, Somali fraud Minnesota, Trump accounts children, Michael Dell donation, home invasion Colorado, Elise Stefanik Mike Johnson, Scott Jennings 2026, deep state reform, Steve Deace Show

December 3, 2025Download the app HEREwww.TheDailyMojo.com"Ep 120325: Christmas Past  | The Daily MoJo"In 2025, Matt Van Epps wins a race in Tennessee, sparking humorous discussions about Michael Dell's wife and a $6.25 billion investment in children's accounts. A lighting ceremony for a 53-foot silver bell tree in Nevada features a fourth grader's essay contest win. The dialogue covers political engagement, health checkups, and skepticism about vaccines. The New Century Global Center in Chengdu is highlighted, along with aviation issues and societal reflections.Phil Bell's Morning Update - Great job, Tennessee! HEREOur affiliate partners:EMP Shield - Figuring out the odds of a devastating EMP attack on the United States is impossible, but as with any disaster, the chances are NOT ZERO, and could happen any day. This decade has proven that the weird and unexpected is right around the corner. Be prepared - protect your home, vehicle, even your generator - with EMP Shield. You'll save money and protect what's important at the same time!ProtectMyMoJo.com Be prepared! Not scared. Need some Ivermection? Some Hydroxychloroquine? Don't have a doctor who fancies your crazy ideas? We have good news - Dr. Stella Immanuel has teamed up with The Daily MoJo to keep you healthy and happy all year long! Not only can she provide you with those necessary prophylactics, but StellasMoJo.com has plenty of other things to keep you and your body in tip-top shape. Use Promo Code: DailyMoJo to save $$Take care of your body - it's the only one you'll get and it's your temple! We've partnered with Sugar Creek Goods to help you care for yourself in an all-natural way. And in this case, "all natural" doesn't mean it doesn't work! Save 15% on your order with promo code "DailyMojo" at SmellMyMoJo.comCBD is almost everywhere you look these days, so the answer isn't so much where can you get it, it's more about - where can you get the CBD products that actually work!? Certainly, NOT at the gas station! Patriots Relief says it all in the name, and you can save an incredible 40% with the promo code "DailyMojo" at GetMoJoCBD.com!Romika Designs is an awesome American small business that specializes in creating laser-engraved gifts and awards for you, your family, and your employees. Want something special for someone special? Find exactly what you want at MoJoLaserPros.com  There have been a lot of imitators, but there's only OG – American Pride Roasters Coffee. It was first and remains the best roaster of fine coffee beans from around the world. You like coffee? You'll love American Pride – from the heart of the heartland – Des Moines, Iowa. AmericanPrideRoasters.com   Find great deals on American-made products at MoJoMyPillow.com. Mike Lindell – a true patriot in our eyes – puts his money where his mouth (and products) is/are. Find tremendous deals at MoJoMyPillow.com – Promo Code: MoJo50  Life gets messy – sometimes really messy. Be ready for the next mess with survival food and tools from My Patriot Supply. A 25 year shelf life and fantastic variety are just the beginning of the long list of reasons to get your emergency rations at PrepareWithMoJo50.comStay ConnectedWATCH The Daily Mojo LIVE 7-9a CT: www.TheDailyMojo.com Rumble: HEREOr just LISTEN:The Daily MoJo ChannelBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-daily-mojo-with-brad-staggs--3085897/support.

President Vladimir Putin warns Europe that Russia is ready for war after U.S. talks stall on a Ukraine compromise. Trump pardons an ex-Honduran president convicted for drug trafficking. Michael Dell donates more than $6 billion to Trump's savings accounts for American children. And India backpedals on a controversial app mandate after outrage over surveillance concerns. Plus, Trump calls Somalis in Minnesota "garbage".  Listen to Morning Bid podcast ⁠⁠here⁠⁠. Sign up for the Reuters Econ World newsletter ⁠⁠here⁠⁠. Listen to the Reuters Econ World podcast ⁠⁠here⁠⁠. Find the Recommended Read here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Dec. 2. Blue Origin is gaining momentum in its quest to land astronauts on the moon. WSJ's Micah Maidenberg discusses the company's challenge to Elon Musk's SpaceX. And Defense Secretary Pete Hegseth defends the September strike that killed survivors of an initial attack on the alleged drug boat, but says he didn't see the second strike. Plus, Michael Dell and his wife Susan Dell donate $6.25 billion to expand the Trump administration's plan to provide savings accounts for young children. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In our news wrap Tuesday, the Trump administration is preparing an immigration enforcement operation that would primarily target hundreds of undocumented Somali immigrants in Minnesota, Michael Dell pledged a $6.25 billion donation to the Trump administration with the funds designated for investment accounts for children and Pope Leo completed his first trip abroad as pontiff. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

I've started a new show where I have conversations with the greatest living Founders. The show is called David Senra. It will be on a separate podcast feed from Founders.  So it is very important that you follow David Senra on Spotify, Apple Podcasts, YouTube, or wherever you're listening to this so you don't miss future episodes. Nothing is changing with Founders. I will never stop making Founders.

David Senra is the host of the Founders podcast. For the past nine years, David has intensely studied the life and work of hundreds of history's greatest entrepreneurs. His new podcast, David Senra, showcases conversations with the best-of-the-best living founders and extreme winners.This episode is brought to you by:Cresset family office services for CEOs, founders, and entrepreneursOur Place's Titanium Always Pan® Pro using nonstick technology that's coating-free and made without PFAS, otherwise known as “Forever Chemicals”AG1 all-in-one nutritional supplementTimestamps:[00:00:00] Who is David Senra?[00:01:11] Brad Jacobs: Roll-up king and positive-driven billionaire founder.[00:02:26] Rare positive archetypes: Ed Thorp, Sol Price, Brunello Cucinelli.[00:06:04] Michael Dell as another exception; fear of failure and motivation.[00:06:47] Negative self-talk, excellence, and its ripple effects.[00:08:26] Jensen Huang story: “Why do you suck so much?”[00:08:54] Inspiration from Dan Carlin's Hardcore History.[00:10:00] Derek Sivers: unconventional, philosophical entrepreneur.[00:11:04] Learning equals behavior change, not memorization.[00:11:48] Jeremy Giffon insight: biographies as substitute mentors.[00:12:37] Reading biographies as one-sided conversations.[00:13:16] The chain of influence.[00:14:09] Podcasting as “relationships at scale.”[00:14:28] Coping with trauma and breaking cycles.[00:20:18] Note-taking process: books, Post-its, ruler, Readwise.[00:29:27] OCD tendencies and love of doing things the hard way.[00:31:04] Comparing our reading/re-reading workflows.[00:35:04] A family falling out and the randomness of student housing.[00:38:58] David's introduction to my work during his MySpace-era college years.[00:40:07] Podcasting influences: Jocko Willink, Kevin Rose's Elon Musk interview.[00:44:14] Five-and-a-half years of obscurity before breakthrough.[00:46:50] Graphtreon and experiments with subscription models.[00:49:25] Patrick O'Shaughnessy's endorsement sparks growth.[00:51:23] Sam Hinkie and Patrick connections fuel momentum.[00:52:19] Transition to ads and joining Patrick's network.[00:55:17] Edwin Land: patron saint of founders and Steve Jobs' influence.[00:57:02] Lessons from Sam Zell, Jay Pritzker, and William Zeckendorf.[00:58:48] Need a generous, well-connected person? You can't go wrong with Rick Gerson.[01:03:04] Edwin Land's philosophies: Differentiation and doing to excess.[01:04:30] Entrepreneurial archetypes and conflicting advice.[01:06:00] Daniel Ek as an alternative founder archetype and mentor.[01:10:59] Further founder archetypes and contrasts.[01:13:41] What is an anti-business billionaire?[01:19:55] Advice from “shark” Michael Ovitz about the value of truth in one's inner circle.[01:22:30] The hands-on approach of practical founders who live for the love of their business.[01:23:28] Doing one thing relentlessly.[01:23:51] “This can't be my life” as a powerful motivator.[01:26:57] Low introspection as a common trait among founders — and its implications about human nature.[01:30:15] Robert Caro: The only writer David believes should be allowed to write thousand-page biographies.[01:32:40] James Dyson's persistence vs. the risk of blind stubbornness.[01:34:22] Todd Graves (Raising Cane's) as an example of relentless focus on one idea.[01:35:41] Separating fact from fiction in biographies/histories.[01:41:55] Considering trainable vs. non-trainable attributes in potential role models.[01:46:11] Perusing Charlie Munger's library.[01:49:35] Dealmaking lessons on Eddie Lampert's superyacht.[01:55:34] The smartest person David knows.[01:56:55] David's obsessive craftsman approach to podcast creation.[01:58:51] Why David decided to begin a second podcast.[02:01:21] The economics of trust.[02:03:40] The benefits of cultivating a purposeful aloofness about current events.[02:07:11] Using the pulpit of publicity for good, not evil.[02:09:57] New show frequency/dynamic and how David plans to balance the burden of running two shows.[02:13:30] Teamwork with essence of turtle.[02:15:40] Adapting the Rockefeller “secret allies” strategy to podcasting.[02:17:56] Chris Hutchins: The mad scientist of podcasting?[02:18:30] Working with Rob Mohr and Andrew Huberman of SciComm.[02:20:54] Why David focuses on 24-hour cycles over long-term planning.[02:24:54] Does David worry the extra workload will disrupt his lifestyle?[02:30:18] What makes one potential guest more interesting to David than another?[02:34:34] Making an impact vs. happiness.[02:36:32] Playing the status game when your heart's not in it is for suckers.[02:44:23] Travel observations and the rarity of truly unique experiences.[02:46:26] Books as philosophical operating systems.[02:48:39] Parting thoughts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Monday Headline Brief of The Wright Report, we cover Charlie Kirk's memorial service and its powerful messages of faith and forgiveness, Trump's crackdown on Harvard and Berkeley, fresh threats from al Qaeda inside the U.S., Trump's push to retake Bagram air base, TikTok's murky new ownership deal, Argentina's fight against socialism, and what's ahead this week on the Wright Report. Quick hits to launch your week with the facts shaping America and the world.   Charlie Kirk Memorial in Arizona: Erika Kirk vowed, “No one will ever forget my husband's name — and I will make sure of it.” She forgave the assassin, telling the crowd, “That man… I forgive him.” Trump honored Kirk as a man of grace but joked, “Charlie did not hate his opponents. That's where I disagreed with Charlie. I hate my opponents, and I don't want the best for them.”   Trump Hits Harvard and Berkeley: The White House placed Harvard on a federal watchlist restricting access to $550 million in funds, citing civil rights violations and leftist violence. UC Berkeley handed over names of 160 students and staff after pressure to expose antisemitic and radical faculty. Bryan says this is Trump waging the fight “where it belongs — in their pocketbooks.”   Al Qaeda Plot Inside the U.S.: The National Counterterrorism Center warns AQ operatives from Yemen are in multiple American cities. Rumors suggest they may pose as police or medics during future attacks. Bryan urges vigilance: “While we may be done with Radical Islam — it is not done with us.”   Trump Demands Afghanistan Return Bagram Air Base: The president warned the Taliban, “Bad things are going to happen” if the U.S. is not given control of the base, citing the need to monitor China's nearby nuclear sites. Kabul insists “not one inch” will be ceded.   TikTok's U.S. Ownership Deal: Fox's Murdoch, Oracle's Larry Ellison, and Dell's Michael Dell will sit on TikTok's new U.S. board, with one seat reserved for a Chinese official. Trump insists user data will be controlled on U.S. soil, but skeptics warn Xi will not give up his propaganda tool without concessions.   Argentina's Milei Meets Trump: With inflation down from 250 percent to 34 percent, Milei still faces socialist backlash at home. Trump may use the U.S. Exchange Stabilization Fund to provide a financial lifeline. Bryan warns, “Never underestimate a death cult. Marxists don't get tired of fighting.”   Looking Ahead This Week: Trump promises revelations about autism and Tylenol, a bailout for struggling farmers and truckers, and big updates on immigration, Biden's mental decline, and global conflicts from Gaza to the Pacific.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Charlie Kirk memorial Erika Kirk forgiveness, Trump joke Charlie Kirk opponents, Harvard federal funds restriction, UC Berkeley antisemitic faculty names, al Qaeda AQAP U.S. cities plot, Trump Bagram air base Taliban threat, TikTok U.S. ownership Murdochs Ellison Dell, Xi Jinping propaganda TikTok, Argentina Milei Trump Exchange Stabilization Fund, Trump autism Tylenol link, U.S. farmers truckers tariff bailout, Biden mental decline cognition