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Newly unsealed court documents reveal the behind-the-scenes history of Microsoft and OpenAI · including a surprise: Amazon Web Services was the Silicon Valley AI lab's original partner. Plus, Microsoft CEO Satya Nadella debuts a new AI catchphrase at Davos, startup CEO Dave Clark gets attention for his "wildly productive weekend," Elon Musk talks aliens, and the latest on physical AI startups in the Pacific Northwest, including Overland AI and AIM Intelligent Machines. With GeekWire co-founders John Cook and Todd Bishop; edited by Curt Milton.See omnystudio.com/listener for privacy information.
The historic outperformance of semiconductor hardware has created a deep evaluation gap in the software sector, leaving investors to question which companies will survive the creative destruction triggered by artificial intelligence. Charles is joined by Tyler Radke, Citi Co-head of US Equity Research, to discuss the criteria for a software turnaround, the impact of AI on terminal value, and why names like Microsoft, Zoom, and Palantir are now offering compelling risk-reward profiles Learn more about your ad choices. Visit podcastchoices.com/adchoices
Michael Caron - Former PURA commissioner talks electricity! Microsoft onedrive, TPM talk, RAM Talk, Old Win 10 PC to be upgraded but…it's 7th Gen, Photographs downloads but HD is full? Should I change my email-box? Microsoft commercial for Edge directed users to Chrome!
Lexus kills your car's heater in Germany if it's idling to warm up. Microsoft outage was 10hrs! Microsoft giving up BitLocker encryption Keys to FBI, SONY getting out of TV business, Can I upgrade my PC to Win 11 so I can pay my Taxes? Am I a Verizon customer? New PC and I migrated my Files to the Cloud by accident!
We talk about raising RAM chip prices and where this leads us in America-=Links=-If you would like to join in on the conversation, Join me on Discord.X: @magicsenshiRumble: (Multi-Dimensional Travels of Captain Epoch) https://rumble.com/c/c-5613161Fringe Radio: https://fringeradionetwork.comSpirit Force: https://faithbucks.comIf you would like to be a guest on the show or have a topic that you want explored, please Email me with the subject "Guest"Email: captainepoch79@proton.meIf you want to support this Podcast,https://paypal.me/Magicslayer/Cashapp $CaptainEpoch
Dividend Growth: The Quiet Engine of Wealth Dividend growth investing sounds simple, but doing it well for decades is not. Markets get noisy. Numbers get confusing. That's why we wrote Dividend Growth: The Quiet Engine of Wealth—a practical guide to building a framework you can stick with when things get uncomfortable. You can get a free copy here. Plus, join our market newsletter for more on dividend growth investing. ________ If you could only look at one number to judge whether a dividend can keep growing for decades, what would it be?In this episode, we strip investing back to first principles. Greg talks about why investors get overwhelmed with data and how focusing on the wrong metrics can quietly lead you off track. Using a simple hot dog stand analogy, he explains why familiar numbers like return on equity (ROE) and return on assets (ROA) can distort reality, especially when leverage enters the picture.From there, he introduces return on invested capital (ROIC) and shows why it does a better job connecting business quality to long-term dividend growth. Later, Greg addresses what ROIC can't tell you and why context always matters. Along the way, he walks through real-world examples, including Kraft Heinz ($KHC), Southern Company ($SO), Williams-Sonoma ($WSM), and Microsoft ($MSFT), to show how capital allocation decisions compound over time. [00:11] Introduction[02:50] Information overload and the danger of focusing on the wrong numbers[04:40] The hot dog stand: ROA vs. ROE and the role of leverage[08:15] Why both ROA and ROE can mislead dividend investors[09:35] Return on invested capital (ROIC) explained in plain English[13:30] ROIC, cost of capital, and long-term value creation[14:55] Case study: Kraft Heinz and why high yield can be a trap[18:30] Case study: Southern Company and when low returns still “work”[22:10] Case study: Williams-Sonoma and disciplined capital allocation[24:55] Case study: Microsoft and the power of long-term compounding[29:10] The limits of ROIC and why incremental returns matter[31:25] Final takeaway: one number, long time horizons, evolving businessesSend us a textDisclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X
This is a recap of the top 10 posts on Hacker News on January 23, 2026. This podcast was generated by wondercraft.ai (00:30): Bugs Apple lovesOriginal post: https://news.ycombinator.com/item?id=46727587&utm_source=wondercraft_ai(01:58): Microsoft gave FBI set of BitLocker encryption keys to unlock suspects' laptopsOriginal post: https://news.ycombinator.com/item?id=46735545&utm_source=wondercraft_ai(03:26): European AlternativesOriginal post: https://news.ycombinator.com/item?id=46731976&utm_source=wondercraft_ai(04:54): Proton Spam and the AI Consent ProblemOriginal post: https://news.ycombinator.com/item?id=46729368&utm_source=wondercraft_ai(06:22): AI Usage PolicyOriginal post: https://news.ycombinator.com/item?id=46730504&utm_source=wondercraft_ai(07:50): I built a light that reacts to radio waves [video]Original post: https://news.ycombinator.com/item?id=46728808&utm_source=wondercraft_ai(09:18): Proof of CornOriginal post: https://news.ycombinator.com/item?id=46735511&utm_source=wondercraft_ai(10:46): Booting from a vinyl record (2020)Original post: https://news.ycombinator.com/item?id=46730885&utm_source=wondercraft_ai(12:14): Gas Town's agent patterns, design bottlenecks, and vibecoding at scaleOriginal post: https://news.ycombinator.com/item?id=46734302&utm_source=wondercraft_ai(13:42): Tesla kills Autopilot, locks lane-keeping behind $99/month feeOriginal post: https://news.ycombinator.com/item?id=46736683&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai
Next week could be one of the most important market weeks we've seen in a while, and it may set the tone for the next few months.In this episode, James breaks down why the market reacted so sharply to Trump's latest headlines involving Greenland, NATO, and rising geopolitical uncertainty, and why moments like this often create opportunity for long term investors. When fear spikes, prices drop, and that is usually when the best buying windows open.We also cover a major issue investors need to watch out for: insurance being sold as an “investment.” James explains why “insurance sold to you as an investment is neither good insurance nor a good investment,” why “infinite banking” is often misleading, and how products like whole life, universal life, and indexed universal life insurance can come with extremely high fees that quietly destroy long term returns.Then we shift to what could be the biggest driver of market direction: major earnings next week. With companies like Apple, Microsoft, Tesla, Meta, and more reporting, we talk about what to watch for, why volatility could pick up, and how investors sitting on cash may find some real buying opportunities.Finally, James closes with an update on gold and silver, where they stand now, what has been driving the move, and whether they can keep pushing higher from here.If you are investing for the long run, this is the kind of week that can create the best setups if you know what to look for.Subscribe for weekly market breakdowns, investing strategy, retirement planning, and tax smart financial planning.All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.
Ep 730: Ethical Broads PRIVATEWe kick off FOLLOW UP with California's AG sending a cease-and-desist to xAI over Grok generating creepy deepfakes of minors, while regulators finally notice Elon Musk's xAI datacenter illegally running methane turbines in Memphis. The FTC is also appealing its loss in the Meta monopoly case, because apparently breaking up Zuckerberg's data empire is still the hill they want to die on.IN THE NEWS, Washington joins the age-verification-for-porn parade, the UK considers an Australia-style social media ban for kids under 16, and governments everywhere continue demanding your ID before you're allowed to enjoy the internet. OpenAI rolls out age prediction for ChatGPT accounts ahead of a rumored adult mode—though hey, at least you can now group tabs in ChatGPT's Atlas browser. Anthropic rewrites Claude's “constitution” to make it more vibes-based, Nevada moves to block Polymarket because gambling is only legal when the house owns the house, and YouTube promises even more AI features in 2026. Elsewhere, a Swiss suicide pod gets an AI “mental fitness” upgrade, Microsoft's CEO begs AI developers to do something useful before the grid collapses, Musk hunts for a $134 billion payday from OpenAI and Microsoft, and makes yet more Davos predictions about robotaxis and aliens that are absolutely happening this year. On the bright side, A-list creatives push back on AI and Comic-Con bans AI art, buying humans a little more time.MEDIA CANDY finds us slogging through Wish, The Pitt, and the “Mel's Diner in Space” look of Star Trek: Starfleet Academy. We confirm 20-year-old CGI wargs still look terrible, get cautiously excited for 28 Years Later: The Bone Temple, and note that Fallout Season 2's weekly drops may not be working for a binge-rotted audience.In APPS & DOODADS, X launches Bluesky-style starter packs—presumably to help you find more Nazis—while ICE becomes one of the most-blocked accounts on Bluesky. Threads edges out X in daily mobile users, proving the “federated future” is just another Zuck app. And yes, we think we know what the Apple AI pin is—and definitely what it isn't.AT THE LIBRARY, we check out The Elements, Jet Tila's 101 Thai Dishes You Need to Cook Before You Die, Half Baked Harvest: Quick & Cozy, and Southern Living's A Southern Gentleman's Kitchen. Scott reports back from a Jim Butcher talk, where we learn Harry Dresden sounds suspiciously like Han Solo.We close with THE DARK SIDE WITH DAVE, who is juggling five podcasts while reading Going to the Top: The Story of Videopolis, plus teasers for Star Wars: Maul – Shadow Lord and a baffling Masters of the Universe trailer, a rant on what “remastered” even means anymore, a dishwasher follow-up, and the grim news that a lot of snow is coming.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.SquareSpace - go to squarespace.com/GRUMPY for a free trial. And when you're ready to launch, use code GRUMPY to save 10% off your first purchase of a website or domain.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/730Watch on YouTube at https://youtu.be/LiwVkLKr8CoFOLLOW UPCalifornia AG sends cease and desist to xAI over Grok's explicit deepfakesElon Musk's xAI datacenter generating extra electricity illegally, regulator rulesZuck stuck on Trump's bad side: FTC appeals loss in Meta monopoly caseIN THE NEWSWashington is the latest state pursuing an age verification law for porn sitesThe UK is mulling an Australia-like social media ban for users under 16OpenAI is launching age prediction for ChatGPT accountsYou can now group tabs on OpenAI's ChatGPT Atlas browserAnthropic Updates Claude's 'Constitution,' Just in Case Chatbot Has a ConsciousnessNevada files to block Polymarket from offering ‘unlicensed wagering' in the stateYouTube CEO promises more AI features in 2026Controversial Swiss Suicide Pod Gets an AI-Powered Mental Fitness UpgradeMicrosoft CEO urges AI developers 'to get to a point where we are using this to do something useful,' or 'lose even the social permission...to generate these tokens'Elon Musk is looking for a $134 billion payout from OpenAI and MicrosoftElon Musk Sure Made Lots of Predictions at DavosA-List creatives sign up to fight AI, say it enables 'theft at a grand scale'Comic-Con Bans AI Art After Artist PushbackMEDIA CANDYWishThe PittStar Trek: Starfleet Academy28 Years Later: The Bone Temple'Fallout' Season 2's Weekly Drops May Not Be WorkingAPPS & DOODADSX is also launching Bluesky-like starter packsICE becomes one of the most-blocked accounts on Bluesky after its verificationThreads edges out X in daily mobile users, new data showsI think I know what the Apple pin is, and definitely know what it isn'tApple Developing AirTag-Sized AI Pin With Dual CamerasNot to be outdone by OpenAI, Apple is reportedly developing an AI wearableSiri's iOS 27 upgrade sounds exactly right. Apple's AI pin sounds exactly wrongAT THE LIBRARYThe Elements by John Boyne101 Thai Dishes You Need to Cook Before You Die by Jet TilaHalf Baked Harvest Quick & Cozy: A Cookbook by Tieghan GerardPestleSouthern Living A Southern Gentleman's Kitchen: Adventures in Cooking, Eating, and Living in the New South by Matt MooreTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingGoing to the Top: The Story of Videopolis—Part OneStar Wars: Maul - Shadow Lord | Official Teaser Trailer | Streaming April 6 on Disney+Masters of The Universe – Official Teaser TrailerCLOSING SHOUT-OUTSClassic-Era Scorpions Bassist Francis Buchholz Dies at 71See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Nilay owns a Sony TV. He loves his Sony TV, and he's a little sad that it appears this era of Sony TVs is ending. He and David talk through the news of a new joint venture between Sony and TCL, before digging into OpenAI's new-fangled plan to make money (spoiler alert: it's ads!), and some new news about an AI gadget Apple may or may not be working on. Then it's time for the lightning round: Brendan Carr, Netflix, the Trump Phone, and much more. Further reading: The TikTok deal could finally close this week. Epic and Google have a secret $800 million Unreal Engine and services deal Sony's TV business is being taken over by TCL What a Sony and TCL partnership means for the future of TVs OpenAI's 2026 ‘focus' is ‘practical adoption' OpenAI releases a cheaper ChatGPT subscription Ads are coming soon to ChatGPT, starting with shopping links Opinion | A.I. Is Real. But OpenAI Might Still Fail.Apple is reportedly working on an AirTag-sized AI wearable Apple is turning Siri into an AI bot that's more like ChatGPT FCC Targets Colbert and Kimmel in New Crackdown on Late-Night TV - The New York Times Bureau Provides Guidance on Political Equal Opportunities Requirement | Federal Communications Commission Free TV startup Telly only had 35,000 units in people's homes last fall Microsoft wants to build 15 data centers in Mount Pleasant, Wisconsin OpenAI says its data centers will pay for their own energy and limit water usage Netflix will revamp its mobile UI this year 600,000 Trump Mobile phones sold? There's no proof. YouTubers will be able to make Shorts with their own AI likenesses Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices
BitGo went public, the first crypto IPO of 2026! Plus, analysis on inflows into digital asset products, Bitcoin gaming app ZBD raising $40 million, and longtime Ethereum social media app Farcaster announced its founder is stepping down. Subscribe to all things Blockspace: Podcast, Newsletter, Events Welcome back to The Blockspace Podcast! Today, Charlie and Will to talk about a massive week in markets and compute. We break down BitGo's $2.1 billion IPO valuation and why the New York Stock Exchange's move toward tokenized securities and instant settlement is a game changer for TradFi. The duo also discusses Blockspace's acquisition of Bitcoin Layers, Zebedee's $40M Series C, and the controversial exit of the Farcaster founding team. Finally, we look at how OpenAI and Microsoft are handling grid upgrades and why Coinbase is building a "Quantum Avengers" advisory board. Timestamps 00:00 Start 01:58 Blockspace acquires Bitcoin Layers 02:43 OPNEXT is back baby! 03:10 $2B ETF inflows 04:39 NYSE blockchain & 24/7 trading 08:27 Open AI & MSFT pinky swear not to not raise power costs 13:33 Saudi's Humain secures up to $1.2B to expand AI infrastructure 15:20 ZBD raises $40M 18:18 Coinbase announces quantum thing 19:11 BitGo prices IPO at $18 per share, set to begin NYSE trading 24:47 Cry Corner: Farcaster shuts down
Big tech earnings on deck, with Meta, Microsoft, Tesla, and Apple headlining the Mag7 action next week. If the group can bounce back after a tepid start to the year, and the names that saw the most action this week leading up to the reports. Plus Gold and silver at records, while India sells out of U.S. treasurys. What our international ambassador Tim Seymour sees in store for the emerging markets, and the next move for heavy metals.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Episode #586: In this episode, we break down every major announcement from Microsoft's latest showcase, with a full recap of the biggest reveals, surprises, and standout moments. From long-awaited updates to brand-new game announcements, we walk through what Xbox showed, what actually mattered, and what fans should be paying attention to heading into the rest of 2026.Who are the XoneBros?We are your exclusive Xbox Series X & Game Pass weekly podcast. We are more than just a podcast though, we are a positive gaming and Xbox community. We are a group of friends who love gaming, comics, fantasizing about superpowers, and making lame jokes.We strive to bring you news, informative discussion, and rocking good times on a weekly basis all while discussing the world that is Xbox. We are the brothers you never had and the sisters you always wanted... we are the XoneBros. If you are looking for a positive gaming environment, you are always welcome here!Support Us On YouTubeJoin our DiscordX1TheGamer Daily Xbox News MrMcspicey Know Your Game
Microsoft Displays Games, Ubisoft Cancels them, The Best Gaming Podcast 569https://www.twitch.tv/jonnyplayslive get together to discuss games, life, books, movies and everything else. New home of the ACG Best Gaming PodcastFollow me on Twitter for reviews and info @jeremypenter-JOIN the ACG Reddit https://www.reddit.com/r/ACGVids/ https://www.patreon.com/AngryCentaurGaming
Rob Arnott's pioneering Fundamental Indexes are known for their value tilt, but growth is now being added to the mix. Why do NVIDIA and Apple make the cut, but Amazon and Microsoft do not? WEALTHTRACK episode 2230, broadcast 1/23/25
Send us a textScott Heimendinger is an engineer and inventor whose career spans business intelligence at Microsoft and IBM, to cutting-edge food-tech innovation. Early in his career he served as a program manager at Microsoft, then pivoted into culinary science, co-founding the pioneering sous-vide company Sansaire, which raised over $823 K via Kickstarter to make sous-vide accessible to home cooks.He then moved into roles of increasing technical depth: at Modernist Cuisine he developed robotics, motion-control systems, microscopy, visual engineering and more; at Anova he led the development of the Anova Precision Oven — a home-focused combi-oven blending steam, air-flow and sensors. Today, with Seattle Ultrasonics, he's tackling the humble chef's knife: by embedding ultrasonic vibrations (over 40,000 Hz) and rigorous testing (including a robot-arm slicing experiment producing 100,000 data points) he's redefining what it means to “cut better” in the kitchen.For this episode we'll dive into Scott's journey bridging engineering and food, the technical story behind the ultrasonic knife (including prototyping, testing, failures and design iterations), and how a leader like him shepherds innovation from concept through to product launch. For engineers interested in product development, instrumentation, design-for-manufacturing and the crossover into consumer goods — this is one you won't want to miss.LINKS:Guest LinkedIn: https://www.linkedin.com/in/scottheimendinger/Guest website: https://seattleultrasonics.com/ Aaron Moncur, hostAbout Being An Engineer The Being An Engineer podcast is a repository for industry knowledge and a tool through which engineers learn about and connect with relevant companies, technologies, people resources, and opportunities. We feature successful mechanical engineers and interview engineers who are passionate about their work and who made a great impact on the engineering community. The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment such as cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us on the web at www.teampipeline.us
In this episode of the Crazy Wisdom podcast, host Stewart Alsop welcomes Roni Burd, a data and AI executive with extensive experience at Amazon and Microsoft, for a deep dive into the evolving landscape of data management and artificial intelligence in enterprise environments. Their conversation explores the longstanding challenges organizations face with knowledge management and data architecture, from the traditional bronze-silver-gold data processing pipeline to how AI agents are revolutionizing how people interact with organizational data without needing SQL or Python expertise. Burd shares insights on the economics of AI implementation at scale, the debate between one-size-fits-all models versus specialized fine-tuned solutions, and the technical constraints that prevent companies like Apple from upgrading services like Siri to modern LLM capabilities, while discussing the future of inference optimization and the hundreds-of-millions-of-dollars cost barrier that makes architectural experimentation in AI uniquely expensive compared to other industries.Timestamps00:00 Introduction to Data and AI Challenges03:08 The Evolution of Data Management05:54 Understanding Data Quality and Metadata08:57 The Role of AI in Data Cleaning11:50 Knowledge Management in Large Organizations14:55 The Future of AI and LLMs17:59 Economics of AI Implementation29:14 The Importance of LLMs for Major Tech Companies32:00 Open Source: Opportunities and Challenges35:19 The Future of AI Inference and Hardware43:24 Optimizing Inference: The Next Frontier49:23 The Commercial Viability of AI ModelsKey Insights1. Data Architecture Evolution: The industry has evolved through bronze-silver-gold data layers, where bronze is raw data, silver is cleaned/processed data, and gold is business-ready datasets. However, this creates bottlenecks as stakeholders lose access to original data during the cleaning process, making metadata and data cataloging increasingly critical for organizations.2. AI Democratizing Data Access: LLMs are breaking down technical barriers by allowing business users to query data in plain English without needing SQL, Python, or dashboarding skills. This represents a fundamental shift from requiring intermediaries to direct stakeholder access, though the full implications remain speculative.3. Economics Drive AI Architecture Decisions: Token costs and latency requirements are major factors determining AI implementation. Companies like Meta likely need their own models because paying per-token for billions of social media interactions would be economically unfeasible, driving the need for self-hosted solutions.4. One Model Won't Rule Them All: Despite initial hopes for universal models, the reality points toward specialized models for different use cases. This is driven by economics (smaller models for simple tasks), performance requirements (millisecond response times), and industry-specific needs (medical, military terminology).5. Inference is the Commercial Battleground: The majority of commercial AI value lies in inference rather than training. Current GPUs, while specialized for graphics and matrix operations, may still be too general for optimal inference performance, creating opportunities for even more specialized hardware.6. Open Source vs Open Weights Distinction: True open source in AI means access to architecture for debugging and modification, while "open weights" enables fine-tuning and customization. This distinction is crucial for enterprise adoption, as open weights provide the flexibility companies need without starting from scratch.7. Architecture Innovation Faces Expensive Testing Loops: Unlike database optimization where query plans can be easily modified, testing new AI architectures requires expensive retraining cycles costing hundreds of millions of dollars. This creates a potential innovation bottleneck, similar to aerospace industries where testing new designs is prohibitively expensive.
Dan Niles of Niles Investment Management looks ahead to a critical earnings slate for big tech when Microsoft, Meta, Tesla and Apple report. Commodities stay in focus with Pippa Stevens and Helen Amos of BMO covering moves in gold, silver, and natural gas. Katie Stockton of Fairlead Strategies explains why the S&P 500 remains stuck near October levels. The broader macro setup with Tim Hayes of Ned Davis Research. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
(Presented by Material Security: We protect your company's most valuable materials -- the emails, files, and accounts that live in your Google Workspace and Microsoft 365 cloud offices.) Three Buddy Problem - Episode 82: We parse news that China-linked VoidLink is a malware framework created entirely by AI and the collapsing line between elite APT operations and everyday threat actors. Plus, a new Sean Heelan essay on low-cost exploit generation and why “AI guardrails” are mostly a comforting myth; AI slop overwhelming bug bounty programs; CISA's new Brickstorm YARA rules; and fresh research on a wiper-malware found in Russian attacks against Poland's electricity sector. Cast: Juan Andres Guerrero-Saade, Ryan Naraine and Costin Raiu.
Microsoft Pierde Millones, Juegos Gratis de Octubre y Ghost of Yotei conquista Japón
Te Decimos Que Debes Jugar en Halloween y Microsoft es El Nuevo Apple
LikeFolio's Andy Swan considers Microsoft (MSFT) one of the best-executing companies on Wall Street. While the Mag 7 giant's Azure cloud saw anemic growth compared to Alphabet's (GOOGL) Google Cloud, Andy likes Microsoft's recent stock dip and believes the company is poised for a strong 2026. Why? Microsoft's enterprise reach is undeniably strong, according to Andy. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
En el nuevo episodio semanal de Vandal Radio, presentado por Alberto González junto a Jorge Cano, Fran G. Matas y Rubén Mercado, repasamos la actualidad del videojuego con un programa cargado de temas, metiéndonos en el futuro y la actualidad del gaming con una mirada crítica. En el programa de hoy os traemos un formato especial para hablar del Xbox Developer_Direct 2026, donde Microsoft y Xbox presentaron el nuevo Forza Horizon 6, dieron más detalles de Fable o se anunciaron sorpresas. Además, repasamos en profundidad el cambio de Ubisoft, que cancela varios juegos, potencia otros y se reestructura a nivel empresarial.
On this episode we talk about free certifications, Google Gemini updates, and updates to Microsoft's Copilot Teach and Study & Learn Agents. We discuss SSL certificate lifetime changes and ACME automation. Finally, we unpack and react to last week's Senate hearing on screen time led by Senator Ted Cruz - including perspectives from Dr. Jean Twenge and Senator Markey. Senate Hearing on Screen Time: https://www.c-span.org/program/senate-committee/lawmakers-hold-hearing-on-the-impact-of-screen-time-on-kids/671683 ———— Sponsored by: Rise Vision Interactive Digital Signage Templates + Touchscreen Displays Screen Sharing Emergency Alerts Lightspeed Systems Meter - meter.com/k12techtalk Visit meter.com/k12techtalk to book a demo! NTP - dwren@ntp-inc.com Extreme Networks - dmayer@extremenetworks.com Fortinet - fortinetpodcast@fortinet.com ———— Join the K12TechPro Community (exclusively for K12 Tech professionals) Buy some swag (tech dept gift boxes, shirts, hoodies...)!!! Email us at k12techtalk@gmail.com OR our "professional" email addy is info@k12techtalkpodcast.com X @k12techtalkpod Facebook Visit our LinkedIn Music by Colt Ball Disclaimer: The views and work done by Josh, Chris, and Mark are solely their own and do not reflect the opinions or positions of sponsors or any respective employers or organizations associated with the guys. K12 Tech Talk itself does not endorse or validate the ideas, views, or statements expressed by Josh, Chris, and Mark's individual views and opinions are not representative of K12 Tech Talk. Furthermore, any references or mention of products, services, organizations, or individuals on K12 Tech Talk should not be considered as endorsements related to any employer or organization associated with the guys.
The MacVoices Live! panel discusses how artificial intelligence has shifted from a destination into an invisible layer within everyday software. Rather than visiting separate tools, AI is now embedded in operating systems and apps, increasingly becoming a natural part of workflows. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Web Bixby, Jeff Gamet, Mark Fuccio and Jim Rea explore how this mirrors earlier machine-learning adoption and raises questions about awareness, dependence, and long-term impact. The Antigravity A1 is the world's first 8K 360 drone, it's genuinely a game-changer. You get full immersive flight with the goggles, insanely intuitive controls, and endless creative freedom in editing.If you're thinking about buying a drone, make it this one. Check out the link in our show notes and get a free landing pad with your order!https://www.antigravity.tech/drone/antigravity-a1/buy?utm_term=macvoices Take your personal data back with Incogni! Get 60% off an annual plan at https://incogni.com/chuck and use code chuck at checkout. Show Notes: Chapters: 00:00 – AI moving from destination to built-in feature01:30 – Everyday workflows and slicker AI interfaces03:22 – Machine learning parallels and invisible automation04:12 – Ubiquitous AI and “fructose in everything” analogy06:05 – “AI slop” and low-value content inflation07:47 – Tech learning phases: fonts, flash, social media10:00 – AI investment, GPUs, and Apple's compute angle14:35 – Ongoing tech lawsuit discussion17:41 – Social media fragmentation and finding businesses20:21 – Aggregation tools to manage splintered platforms Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
VLOG Jan 23 Luigi Mangione hearing, Altoona PD;Alexander Bros jury strikes https://www.patreon.com/posts/courtroom-too-in-148738361 Lively v Baldoni https://matthewrussellleeicp.substack.com/p/extra-in-blake-lively-baldoni-caseAssociated Banc-Corp hit, 10% cap BofA & Citi, JPMC debanking, after OCC denied hearing. Microsoft with UN- on censorship?
The MacVoices Live! panel discusses how artificial intelligence has shifted from a destination into an invisible layer within everyday software. Rather than visiting separate tools, AI is now embedded in operating systems and apps, increasingly becoming a natural part of workflows. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Web Bixby, Jeff Gamet, Mark Fuccio and Jim Rea explore how this mirrors earlier machine-learning adoption and raises questions about awareness, dependence, and long-term impact. The Antigravity A1 is the world's first 8K 360 drone, it's genuinely a game-changer. You get full immersive flight with the goggles, insanely intuitive controls, and endless creative freedom in editing.If you're thinking about buying a drone, make it this one. Check out the link in our show notes and get a free landing pad with your order! https://www.antigravity.tech/drone/antigravity-a1/buy?utm_term=macvoices Take your personal data back with Incogni! Get 60% off an annual plan at https://incogni.com/chuck and use code chuck at checkout. Show Notes: Chapters: 00:00 – AI moving from destination to built-in feature 01:30 – Everyday workflows and slicker AI interfaces 03:22 – Machine learning parallels and invisible automation 04:12 – Ubiquitous AI and "fructose in everything" analogy 06:05 – "AI slop" and low-value content inflation 07:47 – Tech learning phases: fonts, flash, social media 10:00 – AI investment, GPUs, and Apple's compute angle 14:35 – Ongoing tech lawsuit discussion 17:41 – Social media fragmentation and finding businesses 20:21 – Aggregation tools to manage splintered platforms Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession 'firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
Paris Marx is joined by Chris Person to discuss the state of hardware and manufacturing in the tech industry, ways to hack your stuff, options to undermine Microsoft's software dominance, and how the AI boom is making consumer electronics more expensive. Chris Person is a co-founder of Aftermath and makes Highlight Reel. Tech Won't Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon. The podcast is made in partnership with The Nation. Production is by Kyla Hewson. Also mentioned in this episode: CES showcased some weird gadgets this month. Chris recently wrote about how AI is affecting tying your shoes. Chris also wrote about the new Steam Machine. Paris wrote about how to get off US tech. A peak inside Chinese dark factories. For those interested in learning more about Bazzite. Canva buys Affinity. Chris shouts out Gamers Nexus. For those who want to dive deeper on RAM pricing.
Microsoft co-founder Bill Gates sits down for an extended interview with Andrew Ross Sorkin at the World Economic Forum in Davos, Switzerland. He discusses The Gates Foundation's new $50m partnership with OpenAI to bring AI tools to 1000 health clinics in Africa. Plus, Gates offers his perspective on geopolitics and AI's impact on the workforce. In this episode:Andrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---
Paris Marx is joined by Chris Person to discuss the state of hardware and manufacturing in the tech industry, ways to hack your stuff, options to undermine Microsoft's software dominance, and how the AI boom is making consumer electronics more expensive.Chris Person is a co-founder of Aftermath and makes Highlight Reel.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Think you know Windows shortcuts? Paul digs up the most efficient keys almost nobody uses, uncovering tricks Microsoft added—and quietly changed—since your last settings update. Host: Paul Thurrott Download or subscribe to Hands-On Windows at https://twit.tv/shows/hands-on-windows Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord. Sponsor: bitwarden.com/twit
In episode #598 of the Lawyerist Podcast, learn how Microsoft Copilot can help lawyers work more efficiently inside Microsoft 365—without compromising accuracy, security, or client trust. Zack Glaser talks with Ben Schorr, innovation strategist at Affinity Consulting Group and former Microsoft insider, about how attorneys can move past AI hype and start using Copilot for real, everyday legal work. Zack and Ben break down how Copilot helps lawyers draft and edit documents, summarize complex files, extract key deadlines, prep for meetings, and manage inbox overload—all while keeping client data protected within Microsoft's security framework. They clarify where Copilot delivers the most value, where caution is required, and why understanding its limitations is essential to using it effectively. For lawyers curious about AI but unsure where to begin, this episode offers a clear, realistic roadmap for adopting Copilot without compromising accuracy, ethics, or trust. Listen to our other episodes on AI, Legal Technology & Practical Innovation in Law Firms: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN Episode 550: Beyond Content: How AI Is Changing Law Firm Marketing, with Gyi Tsakalakis & Conrad Saam Apple | Spotify | LTN Episode 543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy Apple | Spotify | LTN Episode 497: Real Talk About Artificial Intelligence in Your Office, with Ben Schorr Apple | Spotify | LTN Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 08:43 – Meet Ben Schorr 11:08 – What Copilot Is (and Why Lawyers Care) 13:27 – Security, Privacy, and Client Data 16:47 – Drafting Legal Documents With Copilot 18:36 – Schorr's Law: Always Review AI Output 20:30 – Editing, Fact-Checking, and Improving Existing Work 23:57 – Summarizing Documents and Extracting Key Info 28:49 – Brainstorming, Personas, and Strategy Testing 34:34 – Agentic AI: What's Possible (and What Isn't)
Apple is rumored to overhaul Siri with a chatbot in iOS 27, and they're working on an AI Pin, OpenAI said a hardware unveiling should happen this year, YouTubers will be able to create Shorts using AI-generated versions of themselves, and Stephen finally figured out Claude Code.Ad-Free + Bonus EpisodesShow Notes via EmailWatch on YouTube!Join the CommunityEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on Threads------------------------------Sponsors:Antigravity A1 - Get the world's first 8K 360 drone! Free launch pad when you buy here!Copilot Money - Limited-time: Get 26% off your first year and a FREE month when you sign up at: try.copilot.money/primary------------------------------Links from the showStephen's Shortcut CommunityJason's Creative Effort NewsletterMorning Routine Shortcut MentionedApple reportedly replacing Siri interface with actual chatbot experience for iOS 27 - 9to5MaciOS 27: Apple (AAPL) to Revamp Siri as Built-In iPhone, Mac Chatbot - BloombergApple Spent Years Downplaying AI Chatbots. Now Siri Is Becoming OneApple Explores Using Google Gemini AI to Power Revamped Siri - BloombergGoogle X Apple Gemini StatementApple Developing AirTag-Sized AI Pin With Dual Cameras - MacRumorsOpenAI aims to debut first device in 2026, exec tells AxiosApple AI Pin Joke AnnouncementSamsung Galaxy S26 battery pack leak points to Qi2 charging support | The VergeYouTube CEO Neal Mohan Addresses AI Slop in 2026 Letter to CreatorsYouTubers will be able to make Shorts with their own AI likenesses | The VergeCover your eyes: Netflix vertical video is coming this year - 9to5MacNetflix revises Warner Bros. bid to an all-cash offer | The VergeThreads overtakes X on mobile, but still lags far behind | The VergeThreads rolls out ads to all users worldwide | TechCrunchSony's TV business is being taken over by TCL | The VergeHow ChatGPT Became My Most Useful Creative Tool ★ Support this podcast ★
Microsoft gutting employee library, ICE raids, AI awkwardness, Windows problems, skiplagging, banning UK teens from social media.
Mike & Tommy tackle a listener's challenge with Microsoft's overuse of "experience" in Fabric, questioning whether calling notebooks, pipelines, and copy jobs "experiences" inflates expectations and confuses adoption, and exploring what precise language would better serve data teams building real solutions.Get in touch:Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page.Visit PowerBI.tips: https://powerbi.tips/Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitipsSubscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVvSubscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083Check Out Community Jam: https://jam.powerbi.tipsFollow Mike: https://www.linkedin.com/in/michaelcarlo/Follow Tommy: https://www.linkedin.com/in/tommypuglia/
Here are today's five NEW topics on climate & clean energy, startup investment, AI for entrepreneurs, and mindfulness in leadership:1.
From Corporate to Founder: Aya Kikimova on Fortune 500 Marketing, Small Business ROI, and Building Leap Engine Without FundingIn this episode of Uncomplicated, I sit down with Aya Kikimova, Founder of Leap Engine and former Microsoft marketing leader, to unpack what it really takes to leave “golden shackles,” build a business from referrals, and deliver growth that's rooted in data, margins, and real ROI, not hype.Born in Kazakhstan and arriving in the U.S. at 16 with no computer skills, Aya built her way to an MBA and a powerhouse corporate career. In 2021, she walked away from corporate life as a new mom and launched Leap Engine in the middle of the pandemic, no outside funding, no safety net, just skill, resilience, and a mission to make high-level marketing accessible to small businesses.Today, Leap Engine has generated $100M+ in revenue for 100+ clients, proving that small businesses can get Fortune 500 strategy without paying Fortune 500 prices.We cover:Aya's journey from Kazakhstan to the U.S. at 16 and how she rebuilt from zeroHow she broke into Microsoft and earned recognition in the top 0.01%What $50M/year in ad spend teaches you about accountability, testing, and ROIThe “golden shackles” moment: leaving corporate as a new mom with no fundingHow Leap Engine grew through referrals and why Aya didn't plan to start an agencyThe difference between enterprise strategy and what actually works for small businessesAya's GPS audit (Growth / Profit / Sales) and the numbers founders must knowWhen marketing isn't the answer yet (and why Aya turns businesses down)The role of social proof, conversion paths, and clean digital foundationsAI in marketing: why it's exciting, but not “set it and forget it”The myth Aya wants to bust forever: “Guaranteed results”Key Takeaways:Small business marketing fails when the math doesn't work not because “marketing doesn't work.”Strong growth starts with LTV, margins, and conversion paths before scaling spend.Data-driven testing beats guesswork especially with limited budgets.AI can enhance execution, but strategy still needs humans.Sustainable growth comes from clarity, not shiny tactics or promises.This is a grounded, tactical episode for founders who want to spend smarter, build stronger foundations, and grow in a way that actually supports their life not just their revenue.
In this episode of Tank Talks, Matt Cohen sits down with Timothy Chen, the sole General Partner at Essence VC. Tim shares his remarkable journey from being a “nerdy, geeky kid” who hacked open-source projects to becoming one of the most respected early-stage infrastructure investors, backing breakout companies like Tabular (acquired by Databricks for $2.2 billion). A former engineer at Microsoft and VMware, co-founder of Hyperpilot (acquired by Cloudera), and now a solo GP who quietly raised over $41 million for his latest fund, Tim offers a unique, no-BS perspective on spotting technical founders, navigating the idea maze, and rethinking sales and traction in the world of AI and infrastructure.We dive deep into his unconventional path into VC, rejected by traditional Sand Hill Road firms, only to build a powerhouse reputation through sheer technical credibility and founder empathy. Tim reveals the patterns behind disruptive infra companies, why most VCs can't help with product-market fit, and how he leverages his engineering background to win competitive deals.Whether you're a founder building the next foundational layer or an investor trying to understand the infra and AI boom, this conversation is packed with hard-won insights.The Open Source Resume (00:03:44)* How contributing to Apache projects (Drill, Cloud Foundry) built his career when a CS degree couldn't.* The moment he realized open source was a path to industry influence, not just a hobby.* Why the open source model is more “vertical than horizontal”, allowing deep contribution without corporate red tape.From Engineer to Founder: The Hyperpilot Journey (00:13:24)* Leaving Docker to start Hyperpilot and raising seed funding from NEA and Bessemer.* The harsh reality of founder responsibility: “It's not about the effort hard, it's about all the other things that has to go right.”* Learning from being “way too early to market” and the acquisition by Cloudera.The Unlikely Path into Venture Capital (00:26:07)* Rejected by top-tier VC firms for a job, then prompted to start his own fund via AngelList.* Starting with a $1M “Tim Chen Angel Fund” focused solely on infrastructure.* How Bain Capital's small anchor investment gave him the initial credibility.Building a Brand Through Focus & Reputation (00:30:42)* Why focusing exclusively on infrastructure was his “best blessing” creating a standout identity in a sparse field.* The reputation flywheel: Founders praising his help led to introductions from top-tier GPs and LPs.* StepStone reaching out for a commitment before he even had fund documents ready.The Essence VC Investment Philosophy (00:44:34)* Pattern Recognition: What he learned from witnessing the early days of Confluent, Databricks, and Docker.* Seeking Disruptors, Not Incrementalists: Backing founders who have a “non-common belief” that leads to a 10x better product (e.g., Modal Labs, Cursor, Warp).* Rethinking Sales & Traction: Why revenue-first playbooks don't apply in early-stage infra; comfort comes from technical co-building and roadmap planning.* The “Superpower”: Using his engineering background to pressure-test technical assumptions and timelines with founders.The Future of Infra & AI (00:52:09)* Infrastructure as an “enabler” for new application paradigms (real-time video, multimodal apps).* The coming democratization of building complex systems (the “next Netflix” built by smaller teams).* The shift from generalist backend engineers to specialists, enabled by new stacks and AI.Solo GP Life & Staying Relevant (00:54:55)* Why being a solo GP doesn't mean being a lone wolf; 20-30% of his time is spent syncing with other investors to learn.* The importance of continuous learning and adaptation in a fast-moving tech landscape.* His toolkit: Using portfolio company Clerky (a CRM) to manage workflow.About Timothy ChenFounder and Sole General Partner, Essence VCTimothy Chen is the Sole General Partner at Essence VC, a fund focused on early-stage infrastructure, AI, and open-source innovation. A three-time founder with an exit, his journey from Microsoft engineer to sought-after investor is a masterclass in building credibility through technical depth and founder-centric support. He has backed companies like Tabular, Iteratively, and Warp, and his insights are shaped by hundreds of conversations at the bleeding edge of infrastructure.Connect with Timothy Chen on LinkedIn: linkedin.com/in/timchenVisit the Essence VC Website: https://www.essencevc.fund/Connect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
If you were born somewhere in the early to mid 90's, you may need to begin pinching yourself, because the Xbox 360 is now over 20 years old. The boys kick back in a well of nostalgia, recalling their best memories and favorite games from the legendary Microsoft console.
Replit is launching a feature that will let users create fully published and monetizable iOS apps using nothing more than natural language. It's a big step forward in the AI-first coding space, a feature that bigger players like OpenAI, Microsoft, and Google haven't come close to. CEO Amjad Masad joins CNBC's Deirdre Bosa live to talk about the latest boom in AI-first coding, triggered by Anthropic's Claude Code going viral, and the potential wave of vibe-built software. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Want to listen to this episode ad-free? Visit our Patreon! Welcome true believers to X-Men Horoscopes where each week our host Lodro Rinzler is in conversation with a special guest to discuss the X-Men issue that aligns with a significant month and year from their life and what that issue reveals about their future. With us this week is Jasmine Estrada, Audio Producer extraordinaire at Marvel. We discuss her bonkers birth month and year issue where Mikhail takes over the Morlocks and on his first day on the job he decides to flood and kill them all. Can the X-Men stop him? And wtf does any of that say about Jasmine? Also in this episode: Jasmine did had a great first day at her job when she pissed off Michael Jordan Playing tech-support for Walt Simonson and Chris Claremont The Morlock tunnels are actually the next Williamsburg Angel will cry under any tunnel Mikhail is Wacked Angel has no clue who took his wings Professor X has serious upper body strength NYES Dancing naked with plants Kid Omega as a Rorschach test All this plus which X-Men are Scorpios? I want to sugarcoat this one but I can't friends. Jasmine is in trouble. Tune in to find out more! Jasmine Estrada is an audio producer, writer and editor. She's worked with companies like ESPN FiveThirtyEight and Spotify as well as brands like Amazon, ABC, Google, Microsoft, Nike, Forbes, Mastercard, Reebok, SiriusXM, and more. She is an Audio Producer at Marvel where she produced weekly shows like Marvel's Pull List and has helped launch shows like The History of Marvel Comics: Black Panther, Wolverine: La Larga Noche, and Marvel/Method hosted by Method Man. Her work often involves deep research into comic lore, interviewing creators and talent, and finding narrative threads that connect Marvel's histories and characters in engaging ways for listeners. You can usually find her reading comics or hanging out with her dog, Bear. More of Lodro Rinzler's work can be found here and here and you can follow the podcast on Instagram at xmenpanelsdaily where we post X-Men comic panels...daily. Have a question or comment for a future episode? Reach out at xmenhoroscopes.com Want to listen to these episodes early/ad-free and get your own X-Men Horoscope read/an awesome t-shirt? Check out our brand-new patreon! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
forced Microsoft out of the #1 spot in the Cloud Wars Top 10.Highlights00:03 — Going to go a little more deeply into the shuffles in the Cloud Wars Top 10, some big shake-ups here. Companies moving up and down. Microsoft, former number one, drops down to number three. Google Cloud, up to number one, Oracle to number two.00:25 — I want to talk today about my main reasons for moving Microsoft down from number one to number three. The Microsoft tumble here is really centered on its deep cybersecurity flaws that were exposed about 18-24 months ago. The range and scope of these cybersecurity shortcomings and weaknesses outweigh the extraordinary financial revenue and commercial success.01:38 — The significance of these cyber business shortcomings really came out about just over a year ago, when simultaneously both CEO Satya Nadella and Charlie Bell, who's Executive Vice President of Microsoft's Security business, both came out with public documents outlining how they were going in tandem to totally overhaul Microsoft's cybersecurity business, top to bottom.02:44 — This came out only after a government watchdog had very publicly flagged these shortcomings that Microsoft had and the results, the disastrous results, that led to some issues in China and some exposures of valuable information and more after that. I covered this extensively through the middle of 2024 and later throughout the year,04:18 — Microsoft has always said — Nadella has so frequently said — "Cybersecurity is our number one priority." Well, it's easy to say that. Apparently, it's very hard to do that and to live it. And this also then speaks to a lot of the questions I get about, "How do you do these rankings?" I take into account here the customer value that's being created.05:35 — It's a remarkable time here. And, I just want to emphasize Microsoft's commercial success. Revenue growth has been remarkable. It's by far the biggest cloud company in the world. Its growth rates have been remarkable. Its RPO numbers are great, but this cybersecurity failing just absolutely knocks them out of the running to be the top dog here. Visit Cloud Wars for more.
In this episode, we speak with Adam Klauber, Chief Sustainability Officer at World Energy, who has been at the forefront of developing book and claim mechanisms for sustainable aviation fuel since its earliest days.He discusses:The co-claims approach: Why aviation needed to diverge from renewable electricity market models by enabling both airlines (scope 1) and their corporate customers (scope 3) to claim emissions reductions from the same SAF molecules, unlocking new sources of funding.What it took to get early deals done: How some of the earliest SAF buyers like Microsoft moved before the supporting infrastructure was fully in place, including clear registries and standardised accounting rules, and why that early willingness mattered.Insetting vs offsetting: The moral hazard of buying cheap offsets outside aviation, and how insetting addresses this while maintaining economic efficiency.Making SAF contracts “bankable”: How long-term commitments from credible corporate buyers can help producers secure debt capital at lower interest rates, thereby lowering financing costs and easing the SAF price premium over time.Building market infrastructure that benefits the whole sector: Why World Energy deliberately builds frameworks that benefit competitors, recognising that growing the overall SAF market serves everyone's interests and that no single company wins with only a trickle of supply.If you LOVED this episode, you'll also love the conversation we had with Gene Gebolys, founder and CEO of World Energy, who delves into the intricacies and future of SAF. Check it out here. Learn more about the innovators who are navigating the industry's challenges to make sustainable aviation a reality, in our new book ‘Sustainability in the Air: Volume 2'. Click here to learn more.Feel free to reach out via email to podcast@simpliflying.com. For more content on sustainable aviation, visit our website green.simpliflying.com and join the movement. It's about time.Links & More:World EnergyBlueprints for Bankability - RMI Re-thinking the blueprint for financing SAF - SimpliFlyingEfficient, effective decarbonization with carbon insets - World Energy
L'essai gratuit de Final Fantasy XIV (jusqu'au niveau 70 !) est dispo juste ici : https://sqex.link/7l70 [Sponso]Au programme :Ubisoft annonce une restructuration totaleLa Switch 2 vit (enfin) son ralentissement post lancementNos jeux du momentHadès IIXCom 2 : Cassim relance un vieu jeuTrails in the Sky 1st ChapterXenoblade ChroniclesLe reste de l'actualité---Infos :Animé par Patrick Beja (Bluesky, Instagram, Twitter, TikTok)Co-animé par Cassim Montilla (Bluesky).Co-animé par Guillaume Leviach « Antistar » (Bluesky)Produit par Patrick Beja (LinkedIn) et Fanny Cohen MoreauMusique par Daniel Beja.Le Rendez-vous Jeux épisode 431 – Ubisoft, tout chambouler pour ne rien changer ? – Ubisoft, Nintendo, Hades 2, Xenoblade ChroniclesLiens :
Well Star Wars fans can continue to argue, because Kathleen Kennedy stepping down certainly wont stop them. But something to stop to listen to, is George RR Martin telling all to the Hollywood Reporter. Plus, Fallout Season 2 is not falling behind season 1, people just don't remember how TV works. Ubisoft decided to lay a big one on the gaming industry by cancelling another Prince of Persia game, and Netflix wants to keep WB movies on the big screen if the merger goes through. That and more on this weeks episode.
Think you know Windows shortcuts? Paul digs up the most efficient keys almost nobody uses, uncovering tricks Microsoft added—and quietly changed—since your last settings update. Host: Paul Thurrott Download or subscribe to Hands-On Windows at https://twit.tv/shows/hands-on-windows Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord. Sponsor: bitwarden.com/twit
⭐⭐⭐⭐Please take 12 seconds to rate and review the podcast because it helps us find new listeners⭐⭐⭐⭐⭐Learn More About Sponsoring the Podcast Here: https://choicehacking.link/sponsor-the-podFREE RESOURCES✅ Get a free digital copy of my bestselling book for a limited time, Choice Hacking: How to use psychology and behavioral science to create an experience that sings. Get it here: https://www.choicehacking.com/free-book/ ✅ Get FREE weekly buyer psychology insights when you join my newsletter, Choice Hacking Ideas: Join the 10k+ people getting daily insights on how to 2x their marketing effectiveness (so sales and profit 2x, too) using buyer psychology. Join here: https://www.choicehacking.com/read/✅ Connect with host Jennifer Clinehens on LinkedIn, Instagram, YouTube, or TikTok @ChoiceHacking and @BuildwithChoiceHackingWORK WITH ME✅ Corporate Training: Get your team up-skilled marketing psychology and behavioral science with a workshop or training session. Choice Hacking has worked with brands like Microsoft, T-Mobile, and McDonalds to help their teams apply behavioral science and marketing psychology.Learn more here, and get in touch using the contact form at the bottom of the page: https://www.choicehacking.com/training/✅ Get your own Chief Marketing Copilot for your business when you my new program. Get live Skill Sessions, Implementation Sessions, and one-on-one time with me.Learn more here: https://choicehacking.academy/pro/✅ Buy my book in Kindle, paperback, or audiobook form: "Choice Hacking: How to use psychology and behavioral science to create an experience that sings": https://choicehacking.com/PodBook/ ★ Support this podcast ★
(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What SaaS adoption looks like in the age of AI Follow Satya: https://x.com/satyanadella Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect