Podcast appearances and mentions of Satya Nadella

Cette semaine, Microsoft se vautre un peu plus profond dans la fange histoire de talonner Sony pour le titre du plus gros crado du jeu vidéo. Au moins il faut reconnaître une chose à ces gens là : ils savent se montrer extrêmement proactifs quand il s’agit de salir ce media. Liens de l’émission : […] Cette émission, Podcast 525 : Satya Nadella en extase !, est publiée par la rédaction de Gaminfo.fr.

First the Abraham Accords, now the White House Accord on Super Intelligence. Different agreements with different purposes, presented through a familiar ceremony of powerful men gather around Donald Trump and announce their dark vision for a ‘better future'. Better for whom? The six industry signers were Elon Musk of xAI, Jensen Huang of Nvidia, Mark Zuckerberg of Meta, Sundar Pichai of Google, Greg Brockman of OpenAI, and Dario Amodei of Anthropic. The wider luncheon brought in Jeff Bezos of Amazon, Satya Nadella of Microsoft, Lisa Su of AMD, and Alex Karp of Palantir. This was a remarkable concentration of influence over the technologies increasingly shaping what people see, how businesses operate and how governments process information. You might say it's control, and lots of it.“And they said, Go to, let us build us a city and a tower, whose top may reach unto heaven; and let us make us a name, lest we be scattered abroad upon the face of the whole earth.” Genesis 11:4 (KJB)The published lineup also included Shyam Sankar of Palantir, Hock Tan of Broadcom, Sanjay Mehrotra of Micron, Nikesh Arora of Palo Alto Networks, Bill McDermott of ServiceNow, Tom Brown of Anthropic, David Sacks of Craft Ventures, Chamath Palihapitiya of Social Capital, and Brandon Rahbar Daniels of Exiger, along with Brad Gerstner of Altimeter. Consider the reach represented by that gathering. AI development, computer chips, cloud services, cybersecurity, government data systems and investment capital. The accord promises internal controls, external evaluation and board oversight. Its measures are voluntary, with possible future incorporation into laws or regulations. The companies building the technology are helping shape the framework under which the public will be asked to trust it. Who verifies that trust is deserved—and who can intervene when the promises fail? When they fail?THE END TIMES COUNTDOWN:Today is day 1,674 of the Russia-Ukraine WarToday is day 2,384 of 15 Days To Flatten The CurveToday is day 209 of World War Trump in IranToday is day 28,623 of The Regathering Of IsraelOn this episode of the Prophecy News Podcast, Donald Trump and the Tech Titans work to tighten their grip on our global society with the ever-encroaching digital chains of Artificial Intelligence. Plus all the latest updates on breaking news from the Middle East.

Xbox se "reorganiza" (a base de echar gente y fundir estudios), Halo cambia de manos y Satya Nadella dice sentirse «fantástico»... y nosotros fiel a nuestra indocumentación, se jode la grabación unos minutos durante esa noticia. Ponemos frente a frente dos patentes y, sobre todo, la forma de contarlas: Microsoft plantea insertar anuncios durante las pausas de los juegos, mientras PlayStation estudia "facilitar" las compras desde el DualSense (vamos, poner un datáfono). También hablamos de Physint: Kojima lo veía como una apuesta comercial segura, pero Sony dejó de financiarlo y Xbox ha recogido el proyecto. ¿Y los supuestos 400 millones de dólares? Pues no era para tanto. Hay tiempo para el nuevo rumbo de Marathon, la edición coleccionista de GTA VI —400 euros, sin juego y con anuncios de reventa que ya piden más de 1.000—, el tráiler de Order of the Sinking Star y el logro Mítico, el platino de Xbox. Cerramos con los «GOTYables» que empiezan a asomar en las nominaciones de los Golden Joystick Awards.

AI in het onderwijs, weinig onderwerpen hebben de voorbije jaren zoveel inkt laten vloeien. En toch staat het gesprek op veel scholen nog ongeveer waar het twee jaar geleden stond. In deze aflevering van Buiten de Krijtlijnen gaan we op zoek naar het antwoord op de vraag die de meeste leerkrachten écht bezighoudt: wat doe ik hiermee op een maandagochtend voor een klas van 25 leerlingen?Te gast is Mitte Schroeven, leerkracht Nederlands en Engels met vijftien jaar klaservaring, collega aan het Expertisecentrum Onderwijs en Leren van Thomas More en mede-auteur van "Digitale didactiek. Hoe? Zo!", 30 manieren om je lespraktijk te versterken met technologie.Gratis versus betalend Mitte gebruikt AI zelf vooral als klankbord en als "zoekmachine op speed" om gericht wetenschappelijke bronnen te vinden. Ze legt uit waarom het verschil tussen een gratis en een betaald model, zeker bij gevorderd gebruik, wel degelijk groot is, en verwijst naar Satya Nadella's vuistregel: gebruik geen frontier-modellen voor eenvoudige taken.AI als collega van de leerkracht AI is sterk in het maken van lesmateriaal, woordenlijsten en formatieve feedback. Maar Mitte waarschuwt voor cognitieve offloading: als je alles uitbesteedt, ontwikkel je als leerkracht zelf geen expertise meer. Haar advies, geïnspireerd op Carl Hendrick: gebruik AI vooral voor taken waar je al goed in bent.AI bij leerlingen, en de grens die niet meer te ontwijken is Een leerkracht kan zelf kiezen om geen AI te gebruiken, maar kan niet voorkomen dat leerlingen het wel doen. Mitte pleit voor een expliciet gesprek in de klas over wanneer AI wel en niet mag, voor gevoeligheid rond schrijfvaardigheid, en voor gedeelde examencondities in plaats van AI-detectietools als eerste verdedigingslijn.Wat écht niet mag Naam en toenaam van leerlingen in een taalmodel, punten laten toekennen door AI, en werk van leerlingen zonder toestemming verwerken: het botst met GDPR, auteursrecht en de Europese AI Act. Mitte overloopt kort wat scholen concreet moeten vastleggen in hun AI-beleid.Alpha Schools: een blik op wat er kan komen Tot slot buigen Mitte en de host zich over Alpha Schools, waar leerlingen grotendeels AI-gestuurd les krijgen en de leerkracht verschraalt tot coach. Mitte is kritisch: het risico is een uitholling van het lerarenberoep, met als schrijnend voorbeeld dat "coaches" er alsnog een pedagogisch diploma nodig hebben, maar niet meer mogen lesgeven.Een boeiend, genuanceerd gesprek met een duidelijke boodschap: AI kan veel, maar leren gebeurt pas wanneer je er zelf hard voor nadenkt.ShownotesWijze Lessen Digitale DidactiekOntdek hier het hele vormingsaanbod van het Expertisecentrum Onderwijs en Leren!Volg Buiten De Krijtlijnen op Twitter, Instagram of LinkedIn

Plus: Hackers used Anthropic's Claude tools to hack OpenAI. And Coinbase is seeking approval to list perpetual futures. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Finally, a full house week where Sam is back from New York and the squad is back for a full dive into this week's AI drama. Anthropic's Dario wrote a long essay calling for the AI race to slow down, weeks before a multi-trillion dollar IPO. Dave's read: Anthropic must be losing. Sam's read: the labs are bad businesses with no compounding advantage, so regulatory capture is the only move left. Also this week: Sam's theory that OpenAI and Anthropic only become valuable as defense companies holding unreleased models in reserve, the poly-agent debate over whether normal people want one agent or ten, Instinct raising at $10 billion two weeks after $2.5 billion, and why everyone in the Valley is trading instead of investing.In this episode:- Why Dave thinks Dario's slowdown essay is a sign Anthropic is falling behind, and what OpenRouter's data shows- Sam on why there's no return on being first, and why that pushes the labs toward regulatory capture- Brit on what's real in the safety debate, and the damned-if-you-do problem of racing China- What DeepMind's new boss and Satya Nadella think about building safety alongside the product- Sam's three eras of tech policy, from Bill Gates to embrace and extend- The defense company thesis: zero-day models held back like nuclear weapons in silos- Alignment's next frontier: is your agent working for you, or for the lab that made it?- Instinct's $10B round, OpenRouter's exit, and why Sam says he's "currently wrong" as a seed investorChapters:00:00 Intro01:02 Not Dead Yet From the AGI03:31 Jacob Coxon Quits Anthropic and Goes on a Media Tour04:47 Dario's Slowdown Essay: Is Anthropic Just Losing?06:13 Astra, OpenRouter, and DeepSeek Closing the Gap06:45 Why the AI Labs Have No Compounding Advantage07:29 Independent Assessors, Bioweapons, and Racing China09:07 You Don't Need Superintelligence to Break the Banks10:23 What DeepMind's New Boss and Satya Think About Safety12:32 OpenAI's $1.5T Raise and the IPO That Keeps Slipping13:03 Three Eras of Tech Policy: Gates, Google, Embrace and Extend15:02 What DC Really Thinks About Anthropic15:42 Should the Labs Red Team Each Other's Models?18:42 Sam's Take: The AI Labs End Up as Defense Companies20:54 10,000 Superintelligences in Silos21:38 Alignment: Does Your Agent Work for You or the Lab?23:44 The Poly-Agent Future: Muse, Grok, and Claude24:47 Brit Pushes Back: Normal People Only Want One Agent26:38 Oura's Agent Explains Jess's Sleep Data28:40 Instinct Raising at $10B: Are These Numbers Fake?30:40 Everyone's Trading, Nobody's Investing33:27 Sam Built a Torah and Talmud App With Claude35:28 Apple Eyes the Server Business Again35:58 Sleep Age Wars: 8 Sleep, Oura, and Made-Up Scores37:22 Entertaining Ourselves to Death41:01 Building the Things Nobody Else Will Build43:07 Tech's Democrat Problem: Jay Carney and Ron Conway48:25 Doctor Strangelove and Not Looking at the Big Board49:53 Pop Culture: Emmys, Taylor Swift, Silo, and Rogue Heroes52:15 The WTF Lineup and the One-Name Theory54:20 The Information's Most Influential People in TechWe're also on:X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://open.spotify.com/show/2CJdt6HhJ8ioNkbqqVKckCApple Podcasts: https://podcasts.apple.com/us/podcast/more-or-less-from-the-morins-and-the-lessins/id1692234179Connect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/britAbout More or Less: For 15 years, the Morins and the Lessins have debated the future of Silicon Valley as the closest of friends. Every Friday, they break down technology, capital, and media. From The Information, Offline Ventures, and Slow Ventures.

In this Cloud Wars Minute, I dive deeper into comments from Oracle's Q1 earnings call on its philosophy, position, and strategy where agents meet applications.Highlights00:16 — I think Oracle has, by far, been speaking with the most clarity about what the interplay between apps and agents will be. This is incredibly important for customers. Just a couple of years ago, Microsoft CEO Satya Nadella turned the whole apps world upside down when he suggested that the arrival of AI, agents, and copilots would hollow out applications.00:46 — During the Q1 earnings call, CEO Mike Sicilia made remarks about Oracle's view on applications and where apps and agents collide. He focused on the notion that Oracle's suites of applications are moving into industry suites that seamlessly blend agents and apps together.01:48 — Sicilia further stated that AI is an accelerator for packaged apps, not a replacement. He cited a number of ways that acceleration is happening. With this blend of apps and agents, employees will shift to overseeing agents, resolving exceptions, and using human judgement to solve complex decisions that arise. This very tight blending of what they're calling "fusion" agentic applications will make that possible.02:21 — It's important to remember Nadella's comments on a podcast interview two years ago as he described this, saying that AI is going to take command and applications will be rendered much less valuable. He said they would be going after this with agents and copilots aggressively, with hopes of collapsing it all, referring to the current state of the role of applications at the time.03:55 — Oracle has done the best job of consistently describing where apps end and where agents begin as well as where agents complement what apps are doing. Visit Cloud Wars for more.

Microsoft has set 7 October for a Windows and Surface event built around local AI, and the rumoured Surface Laptop Ultra with NVIDIA RTX Spark silicon could finally give Windows a proper answer to the MacBook Pro. Steven Scott and Shaun Preece work through what that means for price, build quality and blind users, then turn to the home network tools that keep solving real problems.The Surface conversation covers more than specs. Shaun makes the case for the Surface Pro form factor, Steven pushes back on using one on a train, and both land on the same point: build quality matters, and the cheap end of the Windows laptop market has quietly got worse while prices went up. Steven's hands-on with the MacBook Neo sets the benchmark that Microsoft now has to meet.Allison Sheridan of the NosillaCast writes in with a Tailscale feature worth knowing about. An exit node turns one always-on machine at home into your personal VPN, so your traffic tunnels home and back out as though you never left. That leads into why Tailscale is so hard to explain and so easy to use once it clicks, including the moment Steven had to edit himself out of an old episode to hear the explanation properly.Steven also walks through the Raspberry Pi 5 running Pi-hole on his network, set up entirely by asking Claude to do it. Ad blocking turns out to be an accessibility feature, since pages load faster and articles stop trapping a screen reader in ad after ad. There is a serious note too, on the 415,000 attacks logged against one unremarkable web domain in a single month.Scott from Sydney corrects the record with a full demo of port forwarding on eero, which is not behind the eero Plus paywall after all. Barry has thoughts on calendars, Robbie from Ohio defends the new Notepad, and Shaun explains exactly why he does not.Chapters0:00 – Microsoft confirms a Windows and Surface event for 7 October3:03 – Surface Laptop Ultra, NVIDIA RTX Spark and local AI5:56 – Build quality: MacBook Neo, Surface and Pixel11:28 – Satya Nadella on slowing down, and Copilot falling behind13:26 – Building your own apps with AI and the fear of releasing them18:35 – Allison Sheridan on Tailscale exit nodes24:09 – Pi-hole, the Raspberry Pi 5 and ad blocking as accessibility32:42 – Double Tap Live launches 30 September43:29 – Scott from Sydney demos port forwarding on eero50:29 – Robbie from Ohio on language, Notepad and the Franklin Language MasterRelevant LinksDouble Tap: https://doubletaponair.comTailscale: https://tailscale.comPi-hole: https://pi-hole.neteero: https://eero.comMicrosoft Surface: https://www.microsoft.com/en-us/surfaceLumin: https://trylumin.aiPodfeet Podcasts and the NosillaCast: https://www.podfeet.comRØDECaster Pro II: https://rode.com/en/interfaces-and-mixers/rodecaster-series/rodecaster-pro-iiAMI Scholarship: https://www.ami.ca/scholarship ----Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedinSubscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheartAbout Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited."Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

(0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products? (14:22) Economic incentives for frontier lab doomerism, where the AI profits are (22:45) Microsoft's master plan for AI, how they are allocating capital (31:00) China's slow down, changing AI perception, data center benefits Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin 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/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Leaders in AI have joined a refrain to slow the pace of innovation as fears of AI's risk to humanity mount. Dario Amodei, Sam Altman, Demis Hassabis, Satya Nadella, and Elon Musk have all commented on the concerns, while President Trump insists that competing with China is paramount. Former Democratic Senator Joe Manchin, now an Independent, calls on President Trump to use his executive power to pause AI IPOs until regulation is passed. CNBC's Leslie Picker reports on the IPO timeline for Anthropic and OpenAI amid the calls for a slowdown. Plus, Elon Musk biographer Walter Isaacson considers methods for humans to maintain control of AI. Leslie Picker - 19:36Joe Manchin - 24:49Walter Isaacson - 42:31 In this episode: Joe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinJoe Manchin, @Sen_JoeManchinLeslie Picker, @LesliePickerKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Good afternoon, I'm _ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened down 174-points this morning from Friday's close, at 46,010 on turnover of 8.2-billion N-T. The market moved sharply lower on Friday, led by the electronics sector, amid growing fears over an interest rate hike by the U-S Federal Reserve and a surge in international crude oil prices. Earthquakes rattle east coast area No damage or injuries are being reported following this morning's earthquakes that rattled Hualien. The first of the quakes had a magnitude 4.7 and struck at 3:21 and was centered some 54-kilometers south southwest of Hualien County Hall at a depth of 17-kilometers. It was felt stongest in Hualien's Wanrong Township and Nantou's Yushan area - where it registered a magnitude 4 on the Central Weather Administration's intensity scale. The quake registered a 3 on the intensity scale in other parts of Hualien. The second quake struck at 6:44 and was centered some 43-kilometers east southeast of Taitung County Hall at a depth of 10-kilometers. It was stongest in Taitung's Donghe Township and on Green Island - where it registered a magnitude 4 on the Central Weather Administration's intensity scale. That quake also registered a magnitude 3 on the scale in other parts of Taitung, as well as in parts of Hualien. Dwight Howard headlines New Taipei Kings charity event Naismith Basketball Hall of Famer Dwight Howard returned to Taiwan this past weekend to attend a charity event organized by the New Taipei Kings and The Asian Tournament. Speaking with reporters at the opening of the event at Xinzhuang Gymnasium in New Taipei, Howard said he was "always glad" to return to Taiwan and he missed Taiwan's food. The Kings' says part of the proceeds from the event are being donated to PACK Taiwan, an animal welfare (動物福利) organization. Howard became one of Taiwan's most prominent foreign athletes after joining the Taoyuan Leopards in the now-defunct T1 League for the 2022-2023 season, following an 18-season N-B-A career. NKorea LiveFire Drills include Ballistic Missiles North Korea says it has conducted a joint live-fire drill involving missiles, artillery and drones that it claimed demonstrated “the huge destructive power of concentrated fire.” The official Korean Central News Agency said Monday that Saturday's drill was meant to get familiar with the procedure for the operation of the integrated firepower control system. South Korea's military earlier said it detected short-range ballistic missile launches from North Korea's eastern coastal Wonsan area on Saturday morning. The Joint Chiefs of Staff said several missiles each flew about 250 kilometers toward North Korea's eastern waters. Experts say the flight distances signal the weapons are designed to (用來) strike targets in South Korea. MICROSOFT'S NADELLA BACKS DELIBERATE AI SLOWDOWN WITH CAVEATS AS WASHINGTON DEBATES RESPONSE Microsoft chief executive Satya Nadella has backed calls for a more deliberate pace of artificial intelligence development, though he says companies must retain full control over their proprietary knowledge and that any safety regime must protect enterprise privacy. Nadella's statement on Sunday afternoon came a day after the heads of Anthropic, OpenAI and Elon Musk's xAI jointly called for the industry to slow down the building of more powerful models — a call US President Donald Trump dismissed from Ireland as exaggerated (誇張的). White House AI adviser David Sacks has told the companies to stop waiting for government permission and to regulate themselves. Kate Fisher reports from Washington. That was the I.C.R.T. EZ News, I'm _. -- Hosting provided by SoundOn

How often do you take a mid-morning tea break? I mean a proper break, where you stop work for fifteen minutes or so mid-morning?  It turns out very few people do this these days. And if they do get themselves a cup of tea or coffee, it's done on the go or at their desks while continuing to work.  Complete madness. Is it any wonder why so many people feel burnt out, exhausted and unable to spend any quality time with their nearest and dearest?  This week, we're looking at why bringing back your mid-morning and afternoon breaks might be the most productive thing you could do.  Links: Email Me | Twitter | Facebook | Website | Linkedin Learn more about the Productivity Academy Learn more about my private coaching programmes here Get Your Copy Of Your Time, Your Way: Time Well Managed, Life Well Lived   The Working With… Weekly Newsletter Carl Pullein Learning Centre Carl's YouTube Channel Carl Pullein Coaching Programmes Subscribe to my Substack  The Working With… Podcast Previous episodes page Script | 433 Hello, and welcome to episode 432 of the Your Time, Your Way Podcast. A podcast to answer all your questions about productivity, time management, self-development, and goal planning. My name is Carl Pullein, and I am your host of this show.  Back in the day, in traditional knowledge work jobs, most people had to be at their workplace by 9 AM. You would get a tea break mid-morning, usually around 11 or 11:15, then you would get a lunch break, probably 12:30 or 1 PM, then in the afternoon there'd be another tea break around 3:00 pm, and finally you would finish work, perhaps at 5:30 PM Our days were structured. Time anchors marked our day: start times, mid-morning breaks, lunchtimes, afternoon breaks, and when we finished work.  Over the last few years or so, and certainly since the pandemic, these natural time anchors have been disappearing. Working from home, having more flexible working times, and working across multiple different time zones have all accelerated the erosion of these natural breaks. But these time anchors mattered. They told your brain to take a rest. Today, because those time anchors have practically disappeared, we end up switching our attention from one problem to the next. To an email or a message, back to the report we're supposed to finish today, then to the presentation due next week, a quick check of a project that we're working on to answer a question. It's just non-stop. No time for a tea break or sometimes even a lunch break.  Now, because there are no natural rhythms in our days, and no time anchors to give us a break, we end up feeling completely exhausted at the end of them. But it didn't just happen at work. We also had time anchors at home too. We would wake up at the same time, go to bed at the same time, and sit down to watch our favourite TV shows at the same time.  We'd also eat our lunch, breakfast, and dinner at the same time. These were mini time anchors that told our brain to rest. When you remove those anchors, your brain doesn't know when to rest, and it just gets completely worn out. This week's question is about why you feel so exhausted and tired, with no energy left to even decide what to have for dinner and what to do about it to bring some sense of calm back into your days So, without further ado. I'd like to hand you over to the Mystery Podcast Voice for this week's Question, but she's once again on one of her little holidays. So, I'm afraid you're stuck with my voice this week.  This week's question comes from Paul. Paul asks, hi Carl, I was recently promoted, and now my days just feel like a blur, and I struggle to see if I have done anything important or not. It just feels like I spend all day putting out other people's fires. I rarely get time for a proper lunch break, and I feel completely worn out by the time I get home. What can I do to bring some focus back to my days? Hi Paul, thank you for your question.  To get us started, let's step back in time a little.  Office work in the 1950s and 60s in the UK was pretty structured for most people. You were expected to arrive at your desk on time every day. Habitual lateness was a serious disciplinary offence.  Then there were recognised mid-morning and afternoon breaks, where we'd meet colleagues from other departments and talk football, cricket or what was on the TV last night. We rarely talked about work during those 15 minutes or so.  Those anchors were like shared signals. You started together, breaked together, and finished together. Now, everything is blurred. Remote work, flexible hours, global teams, all great in theory. But in practice, it means people are never really off.  And never really on either. It's just a permanent in-between. That mushiness can really wear you down. We've lost that daily rhythm. Even if it felt rigid, there was a kind of contained calm. A boundary around tasks. Now we just dip in and out all day. Messages, calls, emails all blending together. And this isn't just nostalgia. In many ways, I was lucky to be a smoker in my early days of work. My breaks were a chance to grab a crafty cigarette, meet other smokers, and talk about our weekends and the crazy things we did.  I remember, as a salesperson, always heading out back for a cigarette after each appointment. It was a chance to reset after a meeting with a customer and prepare myself for the next appointment.  And while the phenomenon called “attention residue” wasn't recognised in the early 90s, we now know that our brains don't simply turn off from one context to the next; we tend to think through what happened, perhaps plan out when we will do what we committed to, and process our emotions.  And as a salesperson, there were often a lot of emotions, usually around frustration and disappointment—I wasn't a great salesperson.   Our new way of working carries a real cognitive cost with all that context switching. There's no time to reset or deal with that inevitable attention residue. Without natural breaks in the day, your brain never gets to rest or reset. You might think, “Oh, I'm being flexible”, but what your nervous system feels is a constant low-level of anxiety.  It's like eating all day but never having a proper meal. You're full, but unsatisfied and somehow exhausted. So, Paul, to get things back under control, recognise that you do need to give your brain a chance to catch up. It needs a break and time to reset so you can start the next task or meeting prepared.  Now, we're not talking about a lot of time. Ten to fifteen minutes; that's all you need. I was recently working with a new client, and she shared her calendar with me. From the moment she began work on Monday morning, she was in back-to-back meetings.  There was no break or buffer time between meetings.  We discovered that all these meetings had consequences. There was no time to prepare for future meetings, and because she never got a break, by the time the meetings were over, usually around 3:30 pm, she was so exhausted that all she did was read through her emails and messages.  She just didn't have the energy to think about replying to any of them.  The solution was to enforce a ten-minute break between meetings, a 30-minute mid-morning buffer break and a proper lunch break.  While this ultimately reduced the number of meetings she attended each day, it also reduced her exhaustion and gave her energy later in the day to think and respond to emails and messages.  When I spoke to her last week, I asked her if she felt she needed to add more meetings back into her day, and she laughed before replying, “Not a chance!” She is getting more work done, feeling less tired, and has time to read through the next day's meeting agendas.  It is often a case of taking one step back to move two steps forward. Remove one meeting a day to free up time and allow your brain to catch up with everything coming at you.  A lot of this comes back to the principles I teach in my Quiet Productivity Method programme. Slowing down produces better results, allows for better thinking, and that leads to fewer mistakes.  If you watch interviews with CEOs of large companies such as Microsoft, Apple, and Google, they all seem so relaxed and laid-back.  These people run huge companies, yet you sense that if a catastrophe were to occur at any of them, Satya Nadella, Sundar Pichai, or, until recently, Tim Cook would calmly assess what happened before offering a calm, well-thought-out response.  And yet, if you were to search for the daily routine of these CEOs, you'd find a well-structured day with plenty of breaks, including lunch breaks that avoid talking shop and plenty of quiet thinking time.  Another tip I can give you here is to use pen and paper to map out your day.  You don't need anything as sophisticated as a Franklin Planner or Bullet Journal, a simple A5 notebook would do.  Before you end the day, give yourself 5 to 10 minutes to draw a line down the middle of the page. On the left, write out your appointments for tomorrow, and on the right, list out the tasks you need to or should do. By writing your appointments first, you can see how much time you have available for doing tasks.  If you had six hours of meetings, took a 1-hour lunch break, and had at least 10 minutes between meetings, you would likely have only 30 minutes for tasks.  You'd see that and would design a day that reflects that.  That's often the problem with a 100% digital system. You get lulled into believing you can do more than is possible, and you end up frustrated and disappointed by what you can actually do.  There's nothing wrong with you. It's just the way digital systems are designed. You can throw 1000s of tasks in there without any problems at all.  Your problems start when you decide you need to do those tasks and you realise there's no time to do them.  This is why, in my recent YouTube video, I talked about why I keep coming back to a Franklin Planner. It stops me from being overly ambitious, and I have a simple record of what I got done each day.  I jokingly tell people who ask why I use such an antiquated planner—the Franklin Planner's nearly 50 years old now—that my planner keeps me sane. And it does.  It alerts me very quickly if I am trying to do too much in one day.  One final bit of advice I can give you, Paul, is something that recently worked well with a client of mine who had a similar problem with fire-fighting all day.  He was very sceptical about time blocking, believing he had to be available for his team in case they needed him urgently.  The truth was he'd accidentally trained his team to come to him with all sorts of problems that didn't need his input. So, we tested blocking 9:30 to 11:00 am each morning to do his most important work of the day.  The caveat here was that he told his team that if they needed him, they had to come to him before 9:30; otherwise, it would have to wait until after 11:00.  The first week was challenging, and people tried to interrupt. But the second week he began to see some serious results.  He began getting his work done; backlogs disappeared, and his team began respecting his time. Fewer fires, fewer interruptions and a lot less stress.  Often, the fix for our time management problems is a lot simpler than we may imagine.  Give your brain a chance to rest and reset between meetings and sessions of work (you only need 10 to 15 minutes), protect time for your most important work, and ensure you have a 10- to 15-minute buffer between meetings.  And remember, you may be able to rush from one problem to the next. But your brain is not quite as fast. It needs time to process your thoughts and emotions. Give it a chance.  And take a tea break and your lunch break. Not doing so will leave you exhausted and worn out at the end of the day.  By the way, I can recommend a nice cup of Yorkshire Tea mid-morning and in the afternoon. It'll leave you feeling refreshed and ready for anything.  Thank you, Paul, for your question and thank you to you too for listening. It just remains for me now to wish you all a very, very productive week.   

Carl Quintanilla, Leslie Picker and Michael Santoli explored market reaction to the much stronger-than-expected August jobs report. National Economic Council Director Kevin Hassett joined the program live from the White House with his take on the numbers, inflation and the case for holding rates steady. Heading into a big holiday travel weekend, AAA said diesel prices hit a new all-time high with a national average of $5.85 per gallon. The anchors discussed Tesla shares falling one day after its Cybercab launch event in Austin, Texas. Also in focus: Volkswagen to cut an additional 50,000 jobs, Lululemon shares plunge on guidance as a new CEO gets ready to take the helm, Adobe chooses a new CEO, Microsoft CEO Satya Nadella sells $43 million worth of company stock, Big tech under fire — Hollywood style.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Story of the Week (DR):Meta settles social media addiction case with California, other states for $16.7 billion MM5 Reasons to Be HappyAn $18 billion payout sets a historic legal precedent against Big Tech, directing billions in state funding toward youth mental health, counseling, and digital literacy programs.Instagram and Facebook must enforce default two-hour daily usage limits and completely block account activity between midnight and 6 a.m. for users under 18. Teens and parents gain the explicit right to disable addictive engagement algorithms in favor of a non-personalized, chronological feed.The settlement prohibits harmful beauty filters (such as cosmetic surgery simulators), hides "like" counts by default, and silences app notifications during school hours.Meta tied $5.3 billion of the payout to whether TikTok and YouTube adopt similar safety rules, forcing an industry-wide overhaul rather than penalizing just one app.5 Reasons to Be AngryPaid out over 10 years, the settlement amounts to roughly 10 days of Meta's annual profit, meaning Mark Zuckerberg's financial empire remains virtually unscathed.Meta's $17 billion child-safety settlement is the biggest tech payout ever—or 3x what it paid to acquihire a 28-year-old AI superstarTo put it in perspective, the $17.1 billion number is a little more than three times the roughly $5 billion personal stake that Alexandr Wang held in Scale AI, a data-labeling company that supplies the human-annotated training data AI models are built on. Last year, Meta paid $14.3 billion for a 49% stake in the company and brought in Wang to lead its AI efforts of its new Superintelligence Labs, reporting directly to Mark Zuckerberg.Meta legally denies all wrongdoing, dodging true legal accountability for intentionally engineering addictive, mentally harmful features.The agreement alters user interface features and screen time, but leaves Meta's underlying data-harvesting business model completely untouched.Critical safeguards—like switching off algorithmic feeds—are opt-in settings rather than permanent defaults, shifting enforcement onto parents.Meta only pays 70% ($12.7 billion) upfront; the remaining $5.3 billion is contingent on competitors settling on identical terms, giving Meta a potential financial discount if rivals refuse. Worst headline of the week: Meta's $17.1 billion settlement will be over 12-times larger than the second largest big tech privacy settlement in the past four yearsMeta's $18 billion settlement leaves out the child protections New Mexico already won at trial, its Attorney General says: including a direct ban on romantic and sexualized AI chatbot interactions with minors and stronger safeguards against adults targeting kids in private messagesMM: Settlement gapsAge assurance:Meta may elect to use one or more Proprietary Age Assurance Methods. In such event, Meta shall not benefit from the presumption of compliance set forth in Section II.A.3.a. Additionally, Meta will maintain continuous oversight of any Proprietary Age Assurance Method sufficient to ensure that the method is functioning as intended.Tax deductibleThe Settling States shall cause to be completed and timely filed a Form 1098-F with the Internal Revenue Service (“IRS”) that identifies not less than 50% of the amounts paid to the Settling States as compensatory restitution and remediation within the meaning of 26 U.S.C. § 162(f)(2)(A)THEY BUNDLED CAMBRIDGE ANALYTICA INTO THE SETTLEMENT$459m of the $17bn is the “Cambridge payout” - they can now put that behind them tooIs there a reason not to literally take Meta all the way? Why settle at all! Midterm elections? TAKE EVERYTHING! Meanwhile, while you settle this: Meta's creepy smart glasses are part of a much bigger plan“At the same time, Meta is using the content generated across its ecosystem to support Mark Zuckerberg's vision of a pervasive, AI-driven future. Zuckerberg's 2026 manifesto describes a world where personal AI agents will do your bidding. But building those systems requires more than conventional AI models. It also requires enormous amounts of data about human behavior, much of it generated and shared through Instagram, Facebook, and other Meta apps, or captured through hardware such as phones, smart glasses, and EMG Neural Band devices.”“We become “algorithm chow,” feeding the models intended to realize Zuckerberg's vision.”'We Know We Got This Wrong': Target Apologises and Pulls 'Offensive' Halloween Costume After Racist BacklashAn apology from us: We pulled an offensive Halloween costume that should never have been part of our assortment. It is no longer for sale. As a company, we got this wrong, and we are deeply sorry. We know this is especially hurtful for our Black guests, team members and partners. Removing the costume is an important first step, and the company is looking closely at how this happened and what needs to change to ensure this won't happen again.Target Statement on Offensive Halloween Costume: As a company, we know we got this wrong, and we are deeply sorry. The costume is offensive and should never have been part of our assortment. It is no longer available for sale. We know this is especially hurtful for our Black guests, team members and partners. Removing the costume is an important first step, and the company is looking closely at how this happened and what needs to change to ensure this won't happen again.The statement comes directly from Target's Corporate Communications department speaking on behalf of the entire enterprise, rather than a single individual like the CEO or Board Chair. Corporate apologies are deliberately released without a human signature for several strategic and legal reasons:Legal Personhood: Legally under U.S. law, Target Corporation is treated as a single legal entity (often called "corporate personhood"). It can sign contracts, hold liability, and issue official statements as an institution rather than as individual people.Leaving executive names off the statement prevents media coverage from focusing on a specific person (e.g., "CEO Brian Cornell Apologizes"). It keeps the focus on the company's operational changes and prevents individual leaders from becoming personal lightning rods for public backlash.These statements are rarely drafted by an executive. They are heavily scrubbed by legal counsel, crisis PR managers, and corporate strategy teams. Attaching a CEO's signature to a text engineered by a dozen lawyers and communications staff can actually feel less authentic internally.Phrasing the apology around "we" and "the company" establishes institutional accountability. It signals that the failure occurred in corporate vetting systems, not just from one bad decision-maker.In January 2025, Target Corporation announced the termination of its REACH initiative and restructuring of its Supplier Diversity program, marking one of the largest corporate DEI rollbacks in recent history. This decision has triggered public backlash, legal scrutiny, and investor uncertainty.Callaway Golf CEO apologizes after Good Good ad showing male golfer shoving woman sparks backlashCallaway Golf CEO Chip Brewer on Tuesday apologized for an advertisement that sparked an online backlash for its depiction of a male golfer shoving a female golfer to the ground when she attempts to use his driver."That approval should never have happened. Mistakes were made, and we are taking the matter very seriously," Brewer wrote on Tuesday. "I want to make it clear that we sincerely apologize for the video." Callaway released a statement Thursday explaining its reasoning behind ending the brand partnership: "Over the last several days, we have reflected deeply on the hurt and disappointment caused by the video we reposted. We heard from individuals who shared personal experiences related to violence against women, and their stories were powerful reminders that this issue touches the lives of far too many people. Unequivocally, violence against women is unacceptable and should never be trivialized, normalized, or used as entertainment.""In this instance, our content review process was not comprehensive enough …We have taken appropriate internal corrective actions and significantly strengthened our approval procedures to help ensure this does not happen again."The brand added that it would donate $1 million to organizations that aim to "prevent violence against women, provide resources to survivors, and advance education and awareness efforts."The online video ad, which was released online and has since been pulled, sparked criticism for depicting violence against women, while some consumers said they planned to stop buying products made by Callaway.Brewer said the ad, created by Good Good Golf, was released last week to promote a co-branded driver and had been approved by Callaway before the spot was posted online. The ad featured Good Good co-founder Garrett Clark telling Alexis Miestowski, a former Division I female golfer, in a menacing voice, "Do not touch my new driver," after he shoves her to the ground.Good Good is an American sports YouTube channel and company based in Frisco, Texas. Founded in 2020 by Garrett Clark, Stephen Castaneda, CEO Matt Kendrick, and Matt Scharff.Owner: Scoreboard ventures: co-founders Nahid Giga and Brian DickLead Investor: Creator Sports Capital — a firm co-founded by former YouTube executive Benjamin Grubbs and investment executive Brian Kabot.Good Good's CEO went nuclear on Callaway after the brand cut ties over an ad scandal"Interesting that @CallawayGolf asks us to make an ad then approves it then asks us to take the fall then drops us in a coordinated media blitz and covers it up by giving a million dollars away thinking everyone will be ok with it," Matt Kendrick wrote in a post on X.The ad fallout has had major repercussions for Good Good's business beyond the loss of its Callaway partnership. Dick's Sporting Goods yanked Good Good products from shelves, and the golf group pulled out as a title sponsor for a PGA Tour event in the fall. The reverberation has spread to the Golf Channel, which scrapped the upcoming season of its reality golf series "Big Break," whose grand prize was entry into the PGA Tour event that Good Good was supposed to have sponsored.FFA:14% have merit2 women! (combined 6% influence)Director Thomas Dundon 56% influence and 10% sharesDirector Nominee Skills Matrix includes “Golf Enthusiast” (9/9)Consumer Products Experience: 5/9Bill Gates Warns Humanity About AI: ‘We Do Not Have the Luxury of Moving Slowly'Bill Gates fears world leaders are unprepared for 3 major AI risks: ‘Stunted' child development; emboldened criminals; and vanishing jobs for Gen Z Bill Gates Issues Stark AI Warning: 'There Is No Plan' for What Comes NextWhat did he say?Gates warns AI will either be the greatest equalizer ever created or the worst source of global injustice, claiming world leaders are underprepared for the social upheaval ahead.He proposes that governments legally set aside "human-reserved" job categories—similar to protected nature reserves—for roles requiring human empathy and connection, such as healthcare and teaching.To offset tax policies that encourage replacing humans, Gates suggests taxing AI processing "tokens" and physical robots to fund worker retraining and stronger safety nets.He categorizes AI's biggest risks into three buckets: permanent job loss, empowering bad actors to launch cyber and biological attacks, and eroding child development.Gates calls for an international AI regulatory agency—modeled after global aviation and nuclear inspection agreements—requiring tight cooperation between the U.S. and China.He claims tech industry executives are downplaying catastrophic AI threats to public safety because there is too much money on the line.Gates warns that agreeable AI companions risk becoming addictive to young people while weakening independent critical thinking.‘We have a limited window': 116 companies, entities sign on to major AI cyber defense pushOpenAI, Anthropic, Microsoft, Advanced Micro Devices and more than 100 other companies and entities signed a letter on Thursday calling on businesses and policymakers to prioritize cybersecurity and “act decisively” to bolster defenses in the age of artificial intelligence.“We have a limited window to strengthen cyber defenses,” the letter said9% female CEOs:Accenture: Julie Sweet (Chair/CEO)AMD: Dr. Lisa Su (Chair/CEO)Citi: Jane FraserClearly AI: Emily Choi-Greene (Co-founder)Equinix: Adaire Fox-MartinFIS: Stephanie Ferris General Motors: Mary Barra (Chair/CEO)Lumen Technologies: Kate JohnsonNationwide Building Society: Dame Debbie CrosbieOracle: Safra CatzRunSybil: Ariel Herbert-Voss (Co-founder)TrendAI (Trend Micro): Eva Chen (Co-founder)Goodliest of the Week (MM/DR):DR: X Users Post Flock CEO's Address and Photos of His Home After He Says Americans Must 'Compromise' on PrivacyDR: Young People Hate AI CEOs So Passionately That It's Almost Hard to BelieveCNBC survey asked over 1,000 US adults aged between 18 and 34 “who do you trust to act responsibly on AI?”Palantir CEO Alex Karp 81 percent “don't trust”Peter Thiel 79% “don't trust”Mark Zuckerberg 71% “don't trust”Elon Musk 70% “don't trust”Sam Altman 69% “don't trust”Microsoft CEO Satya Nadella 65% “don't trust”fared the best — albeit with a pitiful 35 percent “trust” score.DR: Jeff Bezos ordered to reinstate fired Black opinion writer at Washington Post over Charlie Kirk reactionThe ruling Thursday said the newspaper did not have sufficient cause to terminate Karen Attiah, who at the time was the last Black full-time member of the Post's opinion desk. The arbitrator, Sarah Miller Espinosa, also ordered the Post to award Attiah full back pay and lost benefits.After Kirk's killing, Attiah, the founding global opinion editor for the Post and the newspaper's only Black female opinion writer, made several posts to her Bluesky account.Attiah was emailed a termination letter on Sept. 11, accusing her of “gross misconduct.”“Your public comments on social media regarding the death of Charlie Kirk violate the Post's social media policies, harm the integrity of our organization, and potentially endanger the physical safety of our staff,” the letter read.MM: Flock CEO Says Americans Must 'Compromise' on Privacy; Then His Own Home Address Leaked Online DRMM: Starbucks Drops Drink Powder That Enveloped Baristas in Clouds of DustAssholiest of the Week (MM):Meta Settlement and AI earth destruction that has normalized what would have been horrific news, but now we shrug and re-elect the boards - SPEED ROUND! The anti woke: Black Wealth Will Be 4 Times Lower Than Whites By 2050 - SHOULD CAREMen: Real men don't bike: How cars became the symbol of American manhood - DON'T CARECowards: Deloitte to Pay $21.5 Million to End DOJ Fraud Investigation Over DEI Policies - SHOULD CAREEpstein: Ex-Barclays boss denies having sex with woman dressed as Snow White after Epstein emails - SHOULD CAREEpstein adjacent: Elon Musk's xAI used child porn to train Grok models, lawsuit says - SHOULD CAREPay committees: CEOs earn 614 times more than workers at US's 100 lowest-paying corporations - SHOULD CAREClimate change: Study blames fossil fuel emissions for significant loss of American West's water - SHOULD CAREActual death: Turn Around and Don't Look': Amazon Accused of Letting Worker Die in Warehouse Amid 'Corporate Greed' Claims - SHOULD CAREThe anti labor: Disney celebrates blockbuster 2026 by kicking employees' spouses off healthcare plans - SHOULD CAREThe anti homeless: This Palantir Billionaire's Passion Project is Criminalizing Homelessness - SHOULD CAREOther social media companies: TikTok agrees to pay $400 million to settle Justice Department children's privacy case - DON'T CARE“The lawsuit, related to compliance with the Children's Online Privacy Protection Act, was filed by the Biden administration's DOJ in 2024”Headliniest of the WeekDR: Elon Musk's former right-hand man at X will give you 30 minutes of business advice for $15,000MM: BoringTrump Claims Junk Food Is 'Good' and Gym 'Boring' After Doctors Warn He Is 'Playing With Fire'Elon Musk Says He's Not Warren Buffett's ‘Biggest Fan' And Finds His Way of Getting Rich ‘Super Boring' — ‘Does Anybody Want That Job?'MM: What is a 'meat proxy'? The new term for coworkers who blindly share AI outputWho Won the Week?DR: Futurism writer Frank Landymore for this headline: Bill Gates Announces That He Is the First Person Ever to Be Concerned About the Effects of AI after Bill said, “I am in a state of shock that I'm sort of the first one saying, ‘This is crazy. This is insane.'”MM: Watches:Sam Altman's love of watches is getting memed 'Lord of the Rings' styleDespite having a net worth of $400 million, Kevin O'Leary still shops at Walmart for $29 jeans: ‘I'm always looking for a great deal'The picture in the article is him wearing not one, but TWO $15k Rolex watches, one on each wrist - the message: guy who buys jeans JUST LIKE YOU has multiple Rolexes - you should get one too!PredictionsDR: I spend $15,000 for business advice from Elon Musk's former right-hand man at X and he tells me a really clever way to save $15,000MM: French Canadiens, after getting the CEO of Air Canada fired and killing Trump trade talks, decide to make the United States a new Canadian province called New Quebec where French is the only legal language and renames Lake Superior “Lake French Superior”

Dave Goyal, Founder and CEO of Think AI Corporation, is driven to Turn Disabilities into Unique Abilities by using technology to empower disabled entrepreneurs and help businesses unlock the value of their data. After contracting polio as an infant, Dave transformed physical limitations and early adversity into a passion for solving business problems, building companies, and giving back to society. Through Think AI, he helps manufacturing and healthcare leaders use data and AI to generate real-time insights, improve productivity, reduce costs, and create new opportunities for growth. In this conversation, Dave introduces The 3G AI Augmentation Framework—Gap: Where are we losing time, quality, ability, or capacity? Grow: Apply AI to augment people and improve that work. Glow: Institutionalize the solution so humans and AI collaborate effectively. Dave also shares how his private second brain and AI executive agents save him up to 80 hours per month, why human control and security must remain central to AI adoption, and how authority, trust, people, customers, and culture drive business growth. He also discusses his book, Real-Time Business Intelligence Mastery, and his vision for creating a venture studio for disabled entrepreneurs. — Turn Disabilities into Unique Abilities with Dave Goyal  Good day. Steve Preda here with The Management Blueprint. And today my guest is Dave Goyal, the founder and CEO of Think AI Corporation, which helps CTOs and CIOs in manufacturing and healthcare turn siloed data into real-time insights and automation, creating reduced downtime, increased efficiency, and going from weeks to days in project launches. Dave, welcome to the show.  Thank you for having me, Steve.  Well, I’m really curious to learn about you and your company, Think AI Corporation, but first I’d like to ask you about your personal why and how you are manifesting it in your business.  So thank you again, Steve. I’m really excited to be on your show. I’m in the data and AI business, and really tech innovation, for the last 30 years. In this particular company, Think AI, I have a partner, Manish Bhardia, and we both have been working very actively with Microsoft partners, the Microsoft ecosystem, and implementing data and AI solutions for midsize companies and manufacturing companies. You went on why, which is amazing.  My why: I’m a disabled entrepreneur. I have this hunger for building businesses. I’ve built nine businesses. We can talk about it later. And five of them were miserable failures in my books. Not all of them were that miserable, as I say. But five of them were failures, and I learned a lot from them. And I’m really motivated now to expand it further, to give back to small businesses.  We’ve been working with midsize and enterprise clients, but to midsize companies, and then motivate—I have a 15-year-old kid—so motivate young people and also small businesses to make use of the power of their own data and use and consume AI on a day-to-day basis. That’s my why.  Wow. So, to learn the power of their own data and use AI, why is this important to you?  The main reason is I am passionate about technology. Everybody is good at something. I am really good at solving business problems using technology. Being a disabled entrepreneur, I did not have a lot of luxury initially, even walking. Eventually, I started using braces, started going to different countries. So the passion became really the source of energy and motivation, and that passion is now going to a level where I want to motivate people like me who are disabled entrepreneurs and want to go into this kind of business. So my real passion is technology and giving back to society using technology, to sum it up.  Wow. So you mentioned this disabled entrepreneur. I’ve never heard this term. I mean, you talk about minority entrepreneurs, women entrepreneurs, you know, veteran entrepreneurs, and actually the government recognizes these categories, but I never heard about disabled entrepreneurs. So would you mind sharing a little bit about what happened to you and how you got into this entrepreneurship?  Sure, yeah. And that’s really good, by the way. I don’t see anybody else using that term but me, so probably I should keep it with me as a copyright term. Just joking on it. But having said that, every disability brings some kind of ability. That’s why sometimes they call it differently abled. When you have these abilities, you don’t know the source or the channels to use them. So, for example, blind people, they may have a lot of great listening power. That’s why they are into music most of the time.  Sometimes they have amazing reasoning and critical-thinking power, but they don’t know how to channel it, so they fight on a day-to-day basis with these issues. Bringing it back to me, I have polio. When I was six months old, I got hit by the polio virus. Initially, for a few years, I had to just lie down on the bed, had a lot of physical therapy. Then I was able to get up and sit, at least. Then my father was carrying me to school, and I could see the kids were going out and playing. I got beaten up because of that, too, because kids don’t understand. No fault of theirs that I’m not throwing the ball at them and they are playing.  And so that brought a lot of negativity in me. Eventually, my grandfather and my father helped me get over that, and I started channeling that into building businesses. So I started teaching music. I learned music through some of my friends. I started teaching music during my college days and started making money. And I had a blind friend, and he needed money because he was abandoned by his parents, so I had to help him out. I started making some money. I was doing well with my family, so I could just pay everything back to him. So that seed got planted there, and I didn’t know what to do back then, right?  Still a 14-, 15-year-old kid or a teenager, in this case. So I started getting into that mindset of, how about I build businesses for me and then start helping out the community? I’m still not there yet. I’m going towards helping that community. But I want to identify disability in three ways, not just physical. So those three are physical, but the bigger one is mental. A lot of people are really mentally blocked, and you see people, you know, “Oh, I can’t change anything in my life.” People die by suic*de. Kids get into depression. This is a form of disability, by all means.  I don’t think education, parents, and community are doing so much about that other than having a cliché thing that, “I was a victim of depression, so I’m doing that,” just to show off. But really, to help out the community in a methodical manner, that doesn’t exist. Second, physical disability, like I said, given by God sometimes, like war veterans and others, then you feel really limited. So what to do with that? And I come into that category, so I know that really well. Third is financial disability. So a lot of financial disability is in the mind, too. I’ve heard a phrase called, “You don’t die by hunger; you really die by indigestion.”  So you would find ways and means to make money even if you’re a completely disabled person. So I don’t think finance is an issue in general. So these three areas, to me, are the real disability areas. I’m obviously only working on one today, which is physical disability: how to identify the potential of people who can create something different within that limitation and then make a change in the world. So that’s the motivation. That’s my Life 2.0, where I’m moving now. Love it. Love it. So how did you have time to build nine businesses?  I started it in 1993, ’94, I believe, or ’95, I think. And they’re one at a time. Today I have about three. I sold one. And yeah, I did not have time. One of the big challenges when I built these three in the last six, seven, eight years, the biggest challenge I faced is I do not have time for working with customers, which I love to do—talking and listening to their business problems, solving those problems. I end up doing a lot of operational work.  Post-2020, and it’s a very blunt thing to say, people got lazy. They want to change jobs, make more money, do moonlighting, do multiple things, but not work hard like we did back in the days. And that kind of pushed all of us small businesses to do a lot more management of resources, especially human resources, in a distributed environment. I have teams in India, the Philippines, Canada. So that became a bigger challenge. But having said that, AI came as a savior. In the last 18 months, AI has changed quite a lot.  And if you don’t go into a debate of whether AI is good or bad, or you’re a skeptic or an enthusiast, AI can really help you if you really put together how it can help you. It should not replace you, but it should give you an additional helping arm. In my business, I started deploying C-suite. So I still have a VP of operations. My business partner is into sales. But then I started filling in other functions, like a fractional CFO, as an example. My fractional CFO is monitoring my top line and bottom line. I call him Felix. I have to give names to AI agents.  So Felix is actually looking on a weekly basis at what invoices are billed, if we have vendors or employees, what we need to pay, where our expenses are going, what’s the monthly or maybe six-month cash flow run. Are we within limits? Do we have borderline cash availability so that we can survive? So it started to do a lot of things. But not only that, because we are feeding our own data, our own mind, I have built my own second brain. It started to read off of that and started giving me insights that a human would not give me. And even if I hire a fractional CFO, he will only hear what I have to say, look into some of my books, and then give me some blanket suggestions.  Here, this is really tailor-made to our problems, our situation, and it worked phenomenally well. So I’m building that as a product now. It’s not done yet. Then I also deployed my own CMO called Sasha, and she started to look into my marketing angles, my branding, my voice, my identity. I love writing, but now AI can help me—not just create a blanket AI post or something, but really read how I write, what I write. So I create ideas. It helps me research, does a factual check on it. So I give 100 words. It can take those ideas and then expand into newsletter articles or a big campaign.  I can start building different case studies for our customers, proof of concept, building podcasts such as these. So this started freeing up—I only talked about two executives, and I have seven of them—but they started to help me free up my time. And believe it or not, I am getting about 40 to 60 hours, and in good months, about 80 hours per month. So 30 to 50% of my regular time is freed up. So that time is now going into this movement that I’m thinking about, which is disabled entrepreneurship.  Wow, that is impressive. So tell me a little bit about this. This is a podcast of frameworks. So do you have a framework for maybe launching an AI agent like that?  I definitely do, and I want you to expand on it. But in terms of what I have, I look into three things. Where is the gap in terms of human? Where I see either performance issues, quality issues, or availability and capacity issues. So what are those things which don’t hit my security side of things, don’t interact with my customer, and still help me in my operations? That’s the gap we look into. How can we use and fill that gap to grow what we need to work on? And then last, so I use three Gs with my last name, Goyal, right? So Gap to Grow to Glow.  So now how can we use this in our business to glow and create an environment where even humans can interact with this AI persona? So we are always big on human-in-the-loop or human-in-control with any AI solution. So it always starts with the gap. Where is the gap? Where is it taking time from one of the human sides of our team?  I like that. I like that you isolated those things which are less risky to develop, because I think a lot of people are held back by this idea that it’s a black box, you don’t know what you’re getting into, you don’t know what you don’t know, and it’s risky, and then they don’t do anything.  But you actually isolated that customer interaction is a risk you don’t want to live with right now, and security is another one you don’t want to, which, I mean, it’s obvious. But if those are not hurt, then really what is the risk you’re running? So I like it. So how do you fire up an AI agent like that?  So in terms of technology, I’m using a few things. I’m using Claude Code, the full Claude environment. So we build it off of that. Back in my days, I worked as a white-hat hacker, so the security angle we mentioned, I’m always so worried about hacking and security. So I have a completely isolated environment at my home on a Mac Mini, a really powerful Mac Mini, and that cannot go out on the internet and do things. And nobody can inject anything.  But then I still need to feed information to it, so I have another machine where the only job of that machine is to provide information to this system. So I have my own second brain mapped into Obsidian, which is a note-taking application, but it’s really organized. So I first fed all my knowledge. I’ve recorded lots and lots of audios and documents, and it has learned. So I built that system first, like Dave’s second brain. And my second brain has learned everything about me. Nobody can see it but me. That’s my initial basis, right?  After that, I built a working memory for my agents, for my company, and I’m doing it for one company at a time. Think AI is not completely live on the system, but Data & AI Studio is, which is a solo entrepreneurship business that I have. It is learning everything about that business as we speak. Even the transcripts from these podcasts and other places go into it, and it learns from it. There will be some insights which it will find, so it retains them. So Claude Code, Mac Mini, Obsidian—these are the basis. And then I’ve deployed my own personal models, like DeepSeek, and that is sitting locally on that machine.  So the model is local. The downside is it’s not getting updated, so I only update it when I feel that it’s right. Not risk, it’s really the downside. There’s no risk in it. So you’re not on the latest and greatest, but you don’t have to be on the latest and greatest all the time. So Claude Code is on the latest and greatest, but when we deploy, it may not apply certain features that Claude Code is making available. And that’s fine. That’s the risk I’m taking. That’s the trade-off I’m taking. And the system is working great for the last six months.  In the last 18 months, even though I started AI about 28, 30 years ago, the last 18 months is when I learned the new-age AI, and the last six months is when I started building this in an iterative manner. And it is pretty stable now. It can do a lot of things like I mentioned. So your agents are running on your Mac Mini off the grid?  Yes.  And then you’re feeding information with another computer to it to essentially give them the raw material from which they can build stuff, right?  Right. A good example there, if I may expand: we use QuickBooks in our accounting system. It cannot read QuickBooks directly, but we, being a Microsoft partner, understand technology. I can write a job which can push data into the Mac Mini. It doesn’t read off of it. My Mac Mini, which has the agent, doesn’t know where that data has come from. It has the data, so it’s already synthesized.  It cannot communicate with others. So that’s the calculated risk we take, right? Getting the data from one angle, one way, and then it’s synthesizing and analyzing data and getting insights out of it. So that’s the balance of systems that I have.  I love it. That’s very clever. And what is your main business anyway? Because you talk about three businesses right now. What is your core business? What is your flagship business?  The flagship business is Think AI. It’s a consulting organization, a three-time Inc. 5000 winner in terms of growth. We have our own team, but then we also use a lot of vendors which are qualified by us throughout the world. And we are Microsoft Advanced Specialization partners. What that means is we are in the top 2% of the worldwide partners within the Microsoft ecosystem, which is about 500,000 partners. And we work mainly with midsize manufacturers, and sometimes healthcare if they are okay and open to AI, and if not, data. So we go in there, look into whether they have a data and AI strategy.  If they do, we work on their initiatives. If they have the initiatives. If not, we create the initiatives for them by doing some POCs and whatnot. And once we get engaged, we do deliverables like consulting services. But it’s not like typical consulting services where you place a resource. It’s really a value-based delivery model where we try to understand two business imperatives. One is what can help them make more revenue. And if we cannot find that, what can help them be more productive and have cost-cutting in one way or the other.  So these are the two main business imperatives we work on. When and if we align with that, then we give them a roadmap, a phase-wise approach, which they can do with us or with somebody else, and then we keep delivering on it. So that’s the whole model.  So what drives growth in the Think AI business?  I mean, finding more customers, to say the least. And that becomes difficult because today everything is becoming a commodity. So one good learning, by the way, I need to share with the audience here. When you’re a small business, you think your brand is the value that you have. It’s the founders who are the brand. So it’s Manish and me. Manish, my business partner, is really big in productivity, project management, and that kind of thing. And I’m really good at building solutions using tech. And together we have about 55 years of experience.  And then our key team members are ex-Microsoft or MVPs, Microsoft Most Valuable Professionals. So we hire a really strong key team. And the team below, we can either fill with our members, hire our own members, or go to the vendors also, and we tell it to our clients also. So our delivery model is we are the ones who are delivering. The guarantee is taken by Manish and Dave, not by Think AI. We have gotten into that situation. We are about 95% successful, so there’s a 5% failure. And the failure is either because we have the wrong team member, the communication between the client and us was not clear, the scope was not clear, the definition of value and done was not clear, and we have learned from it.  So our business model is towards that, and that brings us growth because we work with a number of partners. Manish is part of a lot of Microsoft channel partner networks. We provide complementary services to those partners. So one channel is we work with a lot of partners because the trust is there. Authority and trust are the two factors we have understood which establish your business, and it’s the founders’ authority and trust, not the company. Company will build on its own. So we started building our own authority and trust, and that gets us growth. It’s not at the level we’d like, but we are happy.  You are happy. Okay. So what is your vision? What would you like to make out of this?  So we have an exit plan, at least on Think AI. And like I told you, Manish has his own. That is up to him. For me, I want to create this venture studio for disabled entrepreneurs, get the funds from here, and then harvest, go across the world. So three hobbies I have.  One is travel. Second is reading, writing stuff, books. And third is music. And entrepreneurship comes in this whole surroundings, in this whole ring, so it’s the foundation of it. So we’re going to build this disabled entrepreneurship venture studio with a little bit of funds from our exit, and hope to grow there and hope to retire or die with that thinking.  Love it. Love it. It’s fascinating. So you have a book that is on your LinkedIn page, Real-Time Business Intelligence Mastery. So tell me about this book. Why did you write it, and what’s it about?  Sure. So we went into a coaching program. Up until 2022, we were arrogant enough to say, “Oh yeah, we can do everything on our own.” And then slowly we realized we need help, and we started taking help. We went to a couple of coaches in India where they were coaching us either on how to manage operations and operational excellence, and then another coach who’s like a life/building-your-brand marketing coach, and he inspired us to write a book.  Now, I’ve been writing in my own native Hindi language, songs and compositions, but writing a book was a dream, and I thought it’s a big undertaking. But with their little bit of motivation and help, not in writing, but in the angle of what a book can bring. So I have a lot of experience working in midsize manufacturing organizations, working with CTOs and CIOs, and business intelligence is delayed. So it’s either a one-day delay or a week delay or a month delay, and it’s more reactive in nature.  So the book was more about how you can build a real-time business intelligence culture so that you can get the insights from your data, make actionable insights, take actions on it, and grow your business for those two imperatives I talked about, which is grow your revenue or increase your productivity and decrease your cost.  So are you writing about some of the things that you talked about? Leveraging AI, building AI agents?  It has more about—so I wrote it in 2022, I believe. It has a lot more detail about. AI was not as popular, right? I mean, I did write about AI in it, but it was more about building a data culture than AI. It does talk briefly about AI because real-time is going very closely with AI. That’s the enabler for AI insights or data insights through AI. So it does talk a little bit about AI, but it talks more about tech leaders like CIOs and CTOs. What do they need to do? How do they need to build a culture around harvesting data, bring the data, build the team, where to take it? So it has those details.  Okay. That’s fascinating. Who is this book for? Is it for founders? Is it for C-level executives? Who is the target?  Like I said, it’s for tech leaders, CIOs, and CTOs of midsize organizations.  Okay. That’s awesome. And these are the people that are your target customers as well at Think AI?  Yes. That’s our true ideal client profile too, and that’s whom we have worked with all our lives. So they’re close friends, target audience, and customers. Future customers and current customers.  All in one. All in one. That’s so nice when you write a book to your friends. That’s a very cool concept. So let me ask you this, Dave. If you had a magic wand, you’ve done a lot of things in your business, you built nine businesses. You learned from some of the failures that you had, which is part of entrepreneurship, and now you created AI agents, and then you have a second brain, and you’re leveraging all that technology. So if you had a magic wand and you could fix one thing in your business in the next 12 months, what would that be?  I wish I had more senior leadership. Any business works with delegation. We have a couple who are really amazing, and they wear a lot of hats. But growth depends on three things, right? Being in front of the right customer, having the right team, and having the right product. Our product is people, unfortunately and fortunately. Customers, we are very happy and excited, and they trust us. We know how to get to them. We know how to create value for them. We are very satisfied. Everybody would say, “I need more customers,” and we would do that too.  But I think more important is what product you are offering. So then people are what we are offering, and we are competing against big ones like Accenture and Avanade and Cognizant of the world in our business, the tech consulting business. But then we are not competing against cost; we are competing against value. So how do you create value? You find a valuable customer. They understand our language. The next level is, where is the product, which is the people? And that management becomes quite difficult. And harvesting and getting the right people in place is a job by itself.  So kudos to those large companies if they’re harvesting one, although that’s debatable because when we go to the client, they complain a lot about their resources as well. So harvesting the right product and the right team is the key. And how do you do that? If you have the right leaders on top. Two partners alone cannot do that. So building more leaders underneath is the key. We are able to build a few, and I wish we could build a lot more. So when you have the right core team, your growth comes in, is my belief system. It could be different for everyone else.  No, I think it’s a very deep insight, and very few people actually talk about this idea that the purpose of a business, especially in today’s AI age, is to build leaders. That’s your purpose, because people will take care of everything. They’re going to run your AI agents. They’re going to manifest your vision. But you can’t have just AI agents in a company, right?  Because then the mental load is so much on the leader, and then the single-person dependency becomes critical. So is this what you mean by this? Where do you come from with this idea of harvesting people and leaders in the business?  Absolutely. You said it well. Building leaders doesn’t just apply to an organization, whether small, medium, or big, but even to countries. If you don’t have the right leaders in place, it’s going to bite you back. And all cultures, some of the top management consultants will teach you to go into succession planning. That is what they really mean by that.  It’s not succession planning by, okay, replace a CEO with a CEO. It’s the mindset. Apple is a great example of it. Steve Jobs hired Tim Cook from Compaq, from that world, and he had that vision. Obviously, he had a mission, but he had the vision—who to take, where to take, and what they would do. And that legacy continues even today. So Apple didn’t change a single bit in their model. And people would argue and debate, and that’s fine.  But when I see it from my eye, he built a great leader. When he did that, the company stayed the same, right? So it’s not about what products Apple is creating today, whether it’s iPhone or iPad or Apple Vision Pro or some of the other things that they are doing, but it’s really that leader. Same thing went with Google, or Microsoft, Satya Nadella. And you see the right leaders were built by these founders. And by any means, we are not that big, and hopefully we can get to some place which is pretty good in our books.  But finding and building the right people, it gives you a lot of satisfaction, happiness, bliss, if you can give it back to somebody who’s capable enough. And I’m always in hunt of the right people, building the right team in place.  It’s so interesting you mention Apple because when Isaacson came out with the Steve Jobs biography, he said, basically, I think it’s in the preamble of the book, that Steve Jobs wanted people to remember him not for the products that he created, but the company. So his biggest contribution was creating a company. And I didn’t get what he meant by it.  But if you witness the last—since he died 13 years ago—the last 13 years, this company has gone from strength to strength. Ninety percent of its market capitalization has been created since he died, right? So it keeps growing and keeps going from strength to strength, and that is the culture and the people that he built. This is the company he built. So it’s quite an amazing idea.  I was about to comment on company. Something came back to me or reminded me that companies generally build on three pillars: customer, people, and culture. And if you don’t have the right balance of it—so, the right people, but if you don’t have the right culture, they’re going to run away. If you don’t have the right customers, you should have the ability to say no to certain types of customers too. Like Apple never targeted small, cheap products.  And when I say cheap, meaning which doesn’t have the right quality in place, not about the cost. It’s always cost versus quality. So they have really struck the right balance in those three angles, and I think that’s the right way to do it. Some are able to do it, some are able to push through to do it, and some are not. But that’s where I think the focus needs to be if you are a founder. Find that right balance of people, client or customer, and culture.  Yeah.  And that is your core values too.  Yeah. I agree with you. That’s wonderful. If you are listening to this conversation with Dave Goyal, and you would like to learn more about him and what he does and Think AI Corporation, where should our listeners go to learn more?  Thank you for this opportunity, first of all. And people can find me on LinkedIn by my name, Dave Goyal. I’m very active there. I recently started a YouTube channel with the name Dave Goyal, so you can find me on YouTube. And mainly on LinkedIn, I have a newsletter on AI, and I’m pretty passionate about what’s happening in AI.  So I even publish AI news this week, but with a different angle, a builder’s angle in mind. And last but not least, you can connect with me through LinkedIn for a 15-, 30-minute call. No angle there. I will just come and help you if you really want to do something with AI. I can listen to your challenges or your fear of missing out, if that’s the case, and tell you if AI is the right fit for you or not, and what you can do on your own also. And if you need our help, we are happy to.  That’s fantastic. So take Dave up on his offer, which I think is very generous. And obviously, Dave, you know what you’re talking about. You built a second brain. You’re running AI agents. Your C-suite is chock-full of AI agents, which is very impressive. I’d love to learn more about this myself.  So if you’re curious about that, make sure you book a call with Dave or check out his stuff. Where is your newsletter? Is it a Substack? Where can people find your newsletter?  It’s on LinkedIn. It’s called Data & AI Demystified in my profile.  Okay. So that’s easy. So we can go to Dave’s LinkedIn profile. And if you enjoyed this conversation, make sure you subscribe and follow us on Apple Podcasts and YouTube. Give us a review because every week I bring in a couple of exciting entrepreneurs like Dave who share their favorite frameworks with you. So Dave, thanks for coming, and thank you for listening. Important Links: Dave's LinkedIn Dave's website

In today's Cloud Wars Minute, I break down Microsoft's evolving AI consumption strategy and how it compares with Salesforce, UiPath, and other major industry players. Highlights 00:19 — Microsoft just announced the GitHub Copilot harness for Copilot Studio — a really cool new capability that enables an agentic reasoning loop. 00:33 — As part of this release, it said that on September 1, it's going to start charging for consumption on the GitHub Copilot harness specifically. This is an interesting move for Microsoft because 90% of Fortune 500 organizations have actually given developers a way to be able to explore their curiosity and consume this technology 01:12 — To compare and contrast in this space, Microsoft on the GitHub Copilot harness is giving $0, if you use the Copilot Studio standard harness, there's actually free allocation for developers to go play with this. Now, if we compare this to other players in the industry, such as Salesforce, which Agentforce provides 200,000 Flex Credits to be able to come in. 02:05 — What I would tell you is that I'm expecting that this is going to not necessarily be something that will be able to continue in a market where there's a lot of demand. Just to give you perspective, when GitHub Copilot was doing this before, it took about seven weeks for them to realize that there was a problem with this, and they corrected it. 02:50 — This is lining up to Satya Nadella back on July 29th, saying that it's evolving its business model to go beyond per-seat licenses and are leaning into consumption. So, we will continue to see these types of things, and I expect to see other growing pains like this for all vendors as consumption starts to become the new metric. Visit Cloud Wars for more.

GUnitedHealth shareholders sue company over ‘corporate governance failures on a historic scale' UBS fined record $125 million for money laundering violations$125 million civil penalty to the U.S. Treasury's Financial Crimes Enforcement Network (FinCEN) for willful violations of the Bank Secrecy Act (BSA), the primary U.S. anti-money laundering law.FinCEN said the fine is the largest ever assessed against a broker-dealer for BSA violations.The settlement marks FinCEN's second enforcement action against UBS Financial Services, a subsidiary of the Swiss bank UBS. The firm had previously paid a $14.5 million penalty in December 2018 for similar failures, including inadequate monitoring of foreign currency wire transfers.Despite assurances to regulators that it would fix the underlying problems, the firm subsequently failed to monitor more than 50,000 foreign currency wires with a combined value exceeding $10 billion.SEC launches new enforcement unit aimed at accounting fraudHow??The unit will be housed within the SEC's Division of Enforcement and staffed by both attorneys and accountants with specialized skills related to financial reporting, accounting, and auditing in securities regulation, according to the announcement.The announcement is “a little surprising” given the SEC's current deregulatory focus under Chair Paul Atkins, Rebecca Fike, a partner in Reed Smith's regulatory and enforcement group, told CFO Dive.Andreessen Horowitz Focus of DOJ Probe Over Board DirectorsBIG DATA and AI BS‍ ‍Gwyneth Paltrow is rumored to be throwing a party for AI mogul Sam Altman. People don't love the opticsPaltrow played WeWork Rebekah NeumannAnthropic is embedding invisible watermarks in Claude text and images Young People Hate AI CEOs So Passionately That It's Almost Hard to BelieveCNBC survey asked over 1,000 US adults aged between 18 and 34Asked “who do you trust to act responsibly on AI?” the vast majority of participants said they “don't trust” any of the nine figures.Palantir's extremely controversial CEO Alex Karp scored the lowest, with 81 percent choosing “don't trust,” while Microsoft CEO Satya Nadella fared the best — albeit with a pitiful 35 percent “trust” score.Everyone else fell in between: 79 percent of respondents said they don't trust Peter Thiel, while a whopping 71, 70, and 69 percent said they “don't trust” Mark Zuckerberg, Elon Musk, and Sam Altman, respectivelyMeta, others lose appeal to drop thousands of social media addiction lawsuitsA U.S. Appeals Court [Judge Jacqueline Nguyen] said that thousands of lawsuits targeting Meta Platforms, ByteDance's TikTok and other social media outlets over claims that social media is harmful and addictive can proceed.The court also denied Meta's request to postpone a trial over allegations that they used data from children to keep them on its platforms.AI data center outrage is showing up everywhere from ads to electionsSpirit Flight Attendants Fight Google's Data Bid for AIThe flight attendants want assurance that their confidential information will be removed from the sale of the defunct airline's digital recordsCULTURE WARSThe 'MAGA Alternative to Amazon' Is Fighting for Survival After Nearly $160M in Losses and 99% Stock CrashPublicSquare's marketplace has struggled to grow despite political backing, prompting a costly shift to financial servicesDisney is suing the FCC in a departure from former CEO Bob Iger's strategy US firms that kept DEI policies despite ‘go woke, go broke' threats thrived Ellison Is Now Willing to Sell CNN to Save His $111 Billion DealE Solar Panels on Storage Units: Illinois Is Going All In on This No-Brainer First test flight of largest all-electric aircraft used just $5 of electricity Trump ordered to release billions in climate grants meant for Black communitiesa $2.8 billion program meant to help mitigate the harm from climate change and environmental issues in Black, low-income, and disadvantaged communities.Trump tried to curb clean energy. It's booming anywayClean energy additions will rise by a record 45 gigawatts this year, according to S&P Global Energy—equivalent to the average electricity demand of Turkey. The increase is roughly 25 percent higher than the record set in 2024.It Just Got Way Easier to Sue Fossil Fuel Companies Over Climate ChangeClimate attribution scienceA new peer-reviewed study published earlier this month in Earth's Future suggests that it is possible to demonstrate that “emissions from company X cause injury Y.”It also could potentially provide evidence so industry could be forced to answer for climate impacts.The new methodological framework has, for the first time, drawn a straight line from single corporate emitters like Exxon or Chevron, or even whole countries like the United States, to specific heatwaves and areas of extreme rainfall.By running over 150 simulations across 8 different climate models, the study's author, Christopher Callahan—an Earth systems scientist and assistant professor at Indiana University's O'Neill School of Public and Environmental Affairs—built a statistical model to figure out the relationship between the amount of carbon dioxide in the atmosphere and the odds of extreme heat or rain. He then used real emissions data to calculate the extent to which specific fossil fuel emitters increased the risk of extreme weather.SPEED ROUND‍ ‍DuckDuckGo Is Selling Anti Pervert Glasses That Contain Zero AI, Cameras, or Even Electronics Whatsoever Jason Kelce Wants Fans to 'Pee on Computers' to Protest AI Water Use: 'We Want Your Pee' Cards Against Humanity Unveils 'Sad Little Bitch' Elon Musk Monument Near Texas StarbaseFrance bans unsolicited telemarketing calls--$87,000 fine per call I'm the CEO of Siemens. I reply to most emails with 2-letter responses and don't have recurring meetingsScientists Genetically Engineer High-Protein LettuceGen Z is bringing pen and paper back to the workplaceArianna Huffington says even high-flying CEOs are unhappy and feel stuck in their multimillion-dollar jobs: ‘It's a trap'Bank of America is splashing out $250 million a year on weight loss drugs for its staff: ‘We see a great impact on employees,' CEO says‘We see a great impact on employees,' CEO saysExcuse me? Body shamer.

00:03 — According to recent reports, Microsoft is set to reveal its Maia 300 AI accelerator as early as September this year. For context, Microsoft launched Maia 200 back in January with the direct aim of reducing the cost of AI inference. 00:27 — The Maia 300 is expected to support both AI training and inference, but the key story here is the scale of ambition behind it. Now, Microsoft is once again partnering with TSMC, Taiwan Semiconductor Manufacturing Company, who delivered the first iteration of Maia chips. However, this time, the scale is much larger. increasing from tens of thousands of Maia 200 accelerator units. 00:54 — It's increasing from tens of thousands of Maia 200 accelerator units to potentially hundreds of thousands, or even over a million Maia 300 chips. For me, this initiative is really about Azure. By investing in these chips, Microsoft isn't necessarily trying to compete with NVIDIA. Rather, it aims to ensure that Azure doesn't rely entirely on NVIDIA infrastructure. 01:14 — This move will give Microsoft greater control over the cost, supply, and performance of the AI infrastructure running on Azure. And beyond that, Microsoft CEO Satya Nadella has stated that building the company's own silicon to work alongside NVIDIA and AMD chips is a priority. 01:35 — The successful launch of Maia 200 demonstrated that Microsoft's custom silicon strategy can work, albeit on a relatively small scale. The hope now is that Maia 300 will enable Microsoft to scale this strategy into a genuine competitive advantage for Azure. Visit Cloud Wars for more.

Gary Rivlin — Multi-Part, Part Two: Gary Rivlin turns to the clash of ideologies and corporate power plays defining the current AI era. Rivlin details the divide between accelerationists, who believe AI progress should not be hindered by regulation, and doomers, who fear catastrophic risks. He notes that while the public is often fearful, safety measures and government standards, similar to those developed for the automobile and railroad industries, are essential to building trust. The conversation addresses critical concerns regarding privacy, copyright, and the cultural biases of AI creators, who are largely a small group of young male gamers. The melodrama of the trillion-dollar race is exemplified by the November 2023 firing of Sam Altman by OpenAI's nonprofit board, which felt he was prioritizing commercial growth over safety. Microsoft chief executive Satya Nadella expertly navigated this crisis, nearly hiring the entire OpenAI staff before Altman's reinstatement, and later hiring Mustafa Suleyman and the team from Inflection AI to bolster Microsoft's internal efforts. Meanwhile, Mark Zuckerberg has adopted an open-source strategy for Meta to challenge the dominance of closed-source rivals such as Google and OpenAI. Finally, the segment highlights a major shift in regulation; while the Biden administration sought common-sense testing requirements, the Trump administration and figures such as JD Vance favor an aggressive accelerationist stance to ensure the United States defeats China in the global race to dominate and cash in on artificial intelligence. (2)

In this episode: How a virus-infected Prince of Persia floppy disk on a Commodore 64 sparked a lifelong obsession with cybersecurity (03:03 - 06:45) From NYU to Yale cryptography PhD to Goldman Sachs to Gilt Groupe, and the near-miss that changed everything (03:03 - 06:45) What SecurityScorecard actually does and why the pen and paper questionnaire era had to end (06:55 - 08:18) What it looked like in the early days, including an IKEA furniture test for business partnerships (08:26 - 12:01) Why SecurityScorecard now scores every company in the world, not just twelve million organizations (12:01 - 12:29) The Gilt Groupe credit card near-miss, what the first 24 hours looked like, and why fear was the first reaction (12:50 - 17:30) What it takes to create an entire market category from scratch and why the job to be done never changes (17:48 - 20:20) The difference between the CISO version and CEO version of Alex, and what Satya Nadella said about zooming out (20:49 - 22:36) Which version of Alex people would rather have a beer with and why any job besides CEO is more fun (22:43 - 23:45) How North Korea used a fake hedge fund to try to recruit SecurityScorecard developers (24:06 - 25:47) Why the world is not becoming safer and the critical difference between robustness and resilience (25:59 - 26:42) The True Confessions keynote: why openly admitting breaches makes the whole ecosystem stronger (27:13 - 29:22) The Jaguar Land Rover breach and what it took to double a UK company's security budget overnight (27:13 - 29:22) The single most dangerous thing a board member has ever said in a meeting about cybersecurity (29:45 - 31:09) What one thing a non-technical CEO could do this week to make their CISO's life better (31:25 - 32:12) The Lifestyle Polygraph: restaurant health scores, PowerPoint ban, The Inner Game of Tennis, chess, false advertising, and podcast advice (33:07 - 41:32)   Timestamp Highlights: (03:03) Prince of Persia, a floppy disk, and the origin of a cybersecurity career (06:07) The realization that changed everything: you can do everything right and still lose (08:26) The IKEA furniture test for business partnerships (12:50) The Gilt Groupe near-miss and what the first 24 hours looked like (17:48) What it takes to create a market category from scratch (20:49) CISO vs CEO: zooming in vs zooming out (22:43) Which version of Alex would you rather have a beer with? (24:06) North Korea's fake hedge fund operation (25:59) Robustness vs resilience: why the mindset has to change (29:45) The most dangerous thing a board member has ever said (31:25) One thing every non-technical CEO should do this week (36:48) The Inner Game of Tennis and the infinite game (40:00) Chess, false advertising, and meeting his future wife   Resources & Links: SecurityScorecard — securityscorecard.com The Perfect Scorecard by Aleksandr Yampolskiy ThreatLocker — Presenting sponsor of No Password Required DerScanner — Episode sponsor Cyber Florida — The Mother Ship

Daniel and JB are back for the ADSN rundown and this week's theme is clear: the creator economy just became the main economy. They kick off with Orin John showing that creators can now link Instagram, TikTok, and YouTube to Google Search Console — the first real step in creators becoming the new publishers. Then they break down YouTube doubling its monetization requirements and X relaunching its creator program, both cracking down on faceless AI channels. The message from every platform is the same: original content from verified creators wins, everything else is getting squeezed out.From there, Ari Seifer raises the white flag on the open web (it's dead, the walled gardens won), SpaceX's Starlink subscription flywheel reveals a $30B free cash flow path that should make every social network rethink its business model, and Satya Nadella says LinkedIn is merging four job titles into one — though LinkedIn employees in the comments aren't so sure. JB rebuilds his Situation Game with Claude and reports vibe coding has gotten dramatically better in just two months. They close with Primary Posts: Corgi's internal "Yapper Leaderboard" for team posting, and John Palmer's take that the most underrated hire right now is the "senior idea guy" — because with AI making execution easy, knowing what to build is the real bottleneck.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

In today's Cloud Wars Minute, I break down Microsoft's push to protect open-weight AI models and why the debate over openness could shape the future of the AI ecosystem. Highlights 00:09 — Microsoft is among more than 20 tech companies, including NVIDIA, Meta, and Palantir, that have issued an open letter urging U.S. lawmakers to slow down in placing restrictions on open-weight AI models. These are models that users can modify and run on their own infrastructure. 00:38 — The backlash from the companies comes in light of discussions within the U.S. government about potentially restricting access to Chinese open-weight AI models in the U.S. The administration's floated the idea of potential restrictions or sanctions involving Chinese open-weight models around concerns about copying other AI models, intellectual property theft, and national security. 01:06 — The tech companies that signed the letter argue that open-weight models strengthen competition, and with technology benefits broadly shared instead of being concentrated into a few hands, and that, in fact, relying entirely on closed models is not inherently safe because they can be breached, misused, or fail in ways that outsiders can't detect. 01:30 — They say that keeping AI advancements in a small circle of companies just compounds that risk. Sharing the letter on his personal X account, Microsoft CEO Satya Nadella said, "Open-weight models are essential to a healthy AI ecosystem. Together with others across our industry, we are outlining a path for open-weight models to strengthen American competitiveness and expand economic opportunity while protecting national security." 02:14 — This is yet another example of how the democratization of AI is being promoted by tech companies. In my opinion, the idea of collaboration and openness has made it much easier for the public to trust AI. Not only does this strengthen the position of the companies themselves, but it also means that more people will benefit safely and securely from the potential of AI technologies. Visit Cloud Wars for more.

In today's Cloud Wars AI Minute, I explain how Microsoft's AI agent momentum could transform business applications at scale. Highlights 00:00 — So we're now hearing, according to Microsoft, that it has 40 million agents deployed now in the Microsoft ecosystem. Now compare that to the 30 million seats that it actually has sold for the M365 Copilot, and that really starts to show us that AI agent creation and things of this nature are starting to take off when we're starting to see more than one-to-one ratios here. 00:33 — So this is a really big situation for Microsoft. It's actually a really good signal that custom agents and agents that are being built are starting to get more value off the backside. Now we can't necessarily completely get to this level because what you'll see is a lot of these agents are probably really simple right now. 00:54 — But with some of the new applications coming out and the focus that Microsoft also came out and announced — that they are looking at going through and producing a Super App Copilot — and this was something that Satya Nadella just talked about in the news just last week. 01:13 — So when we think about this and we start thinking about how is it that Microsoft's going to start combining all of its different Copilot assets or its AI agent assets, it really opens up a door where we might start seeing a much bigger multiplier effect happening on the number of agents created. 01:32 — Due to the fact that they're going to make it not so confusing to be able to determine where to get started and be able to help you get this all down. So this is really exciting news, and it's really a good thing for why you should start looking and understanding these agents because they're really starting to take off as business applications themselves. Visit Cloud Wars for more.

Navin Chaddha is the Managing Partner at Mayfield. He's made the Forbes Midas List 18 times, and thinks a lot of the AI revenue everyone's chasing right now is fake.Mayfield is a 56-year-old firm that backs founders at the paper-and-pencil stage. They're investing $3 billion into AI, but Navin warns the market is overcapitalized by a factor of 10x.We get into what's actually going on with the $1B+ funding rounds, the $25 trillion of value AI has to justify, the dangers of FOMO, how he separates vibe revenue from real revenue, backing vertical models instead of horizontal ones, why inference will dwarf training, how a startup actually beats a $100 billion incumbent, the people x-ray behind his founder bets, what cricket taught him about running a company, lessons being the last founder to IPO before the Dot Com Crash, what he learned working with Satya Nadella, and the unfinished business still driving him.Thanks to this episodes sponsors!Numeral: Sales tax on autopilot https://www.numeral.comFlex: Premium banking, 60-day credit, 0% APR https://home.flex.one/referral/bananacapitalAmplitude: AI analytics https://www.amplitude.comMerge: Every model, one API https://www.merge.dev/turnerMonaco: The revenue engine for startups https://www.monaco.com/Timestamps:0:00 Lumilens: Zero to $3B revenue in 14 months0:50 Connecting GPU's is AI's next bottleneck5:07 Mayfield: investing $3B in AI and semiconductors9:39 Where a $1B round actually gets spent12:51 The six-layer AI stack, and who needs mega-rounds15:00 Why AI is overcapitalized by 10x17:47 FOMO is for sheep21:13 Vibe revenue vs real revenue22:45 Backing vertical models24:22 The best firms have one North Star27:18 Are semiconductors still cyclical?29:10 Why inference will dwarf training31:19 What happens after every infra build-out36:27 2 billion Gemini users isn't real AI adoption38:21 What a correction does to AI stocks40:46 How FOMO pulls VC's into hot categories44:13 What Navin looks for in founders50:23 Why "everyone hates this category" can be a buy signal54:12 The argument against the cloud everyone got wrong57:20 What white-collar work AI teammates will take1:01:45 How AI startups beat incumbents1:06:54 Why startups die of indigestion1:11:49 Mayfield's secret formula: people-first1:19:18 What cricket taught Navin about building companies1:23:17 Dropping out of Stanford to start VXtreme1:29:22 Blitzscaling to blitz-failing: the last IPO before the Dot-Com Crash1:31:25 Joining Mayfield instead of starting a 4th company1:33:29 Unfinished business (backing a $1T company)1:35:54 Could you tell Satya would run Microsoft?1:38:58 Investors he respects, founders he missedReferencedMayfield: https://www.mayfield.com/Lumilens: https://lumilens.com/Lumilens Raises $700M: https://www.wsj.com/tech/startup-raises-700-million-to-replace-data-center-wires-with-light-adc74358?mod=e2twdBuilt to Last by Jim Collins: https://www.amazon.com/s?k=built+to+last+-+jim+collins&adgrpid=186020621003&hvadid=779535177756&hvdev=c&hvexpln=0&hvlocphy=9218885&hvnetw=g&hvocijid=9037174021105194159--&hvqmt=e&hvrand=9037174021105194159&hvtargid=kwd-362242264527&hydadcr=21907_13365950_10662&mcid=f1dd2c5deb5539b7afc6bcdfee5613c8&tag=googhydr-20&ref=pd_sl_4b3f3t1l23_eFollow NavinLinkedIn: https://www.linkedin.com/in/navinchaddhaFollow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

Patrick Moorhead and Daniel Newman break down a chaotic week that included Jensen Huang's debut on X in defense of open models, a new enterprise agentic reference blueprint from EY, NVIDIA, and LangChain, and a 24-hour market whiplash triggered by a hedge fund's forced liquidation into Citadel. The hosts also cover a stacked earnings week from Microsoft, Meta, Qualcomm, Arm, Apple, and Amazon, plus IonQ's move into vertical integration with its SkyWater acquisition. The handpicked topics for this week are: Jensen Huang Joins X and Defends Open Models: Jensen Huang's debut post on X drew a fast-growing following while promoting open models and unveiling the Open Secure AI Alliance alongside Satya Nadella. The same week, more than a thousand frontier lab employees signed a letter urging a slower pace, with Anthropic notably absent from both the alliance and the caution letter. (The Decode) China's Distillation Debate Resurfaces Alongside the Open Model Push: Patrick argued that distillation is not theft and should be treated as fair competitive practice, contrasting it with copyright cases where creators are compensated directly. Daniel noted that Kimi K2's training run relied on a large NVIDIA cluster, reinforcing that Chinese open models still depend heavily on U.S. hardware. (The Decode) EY, NVIDIA, and LangChain Ship an Agentic Deployment Blueprint: A new reference architecture from EY, NVIDIA, and LangChain gives enterprises a template for moving agentic workloads from pilot to production. Patrick called it evidence that enterprise AI adoption remains in its early stages, with integration sitting around five percent of total workflow potential. (The Decode) Memory Pricing Becomes the New Infrastructure Tax: Memory is emerging as one of the biggest cost pressures in AI infrastructure. Meta has pointed to rising memory costs in its capital spending outlook, while Apple CEO Tim Cook has warned that higher memory costs are expected to persist as supply remains constrained. Patrick argued that memory vendors are finally capturing the value of a component that has shifted from commodity to strategic asset, while noting that Chinese memory manufacturer CXMT remains an important geopolitical wildcard that could reshape the competitive landscape. (The Decode)  IonQ Buys Its Way Into Vertical Integration: IonQ closed a $1.8 billion acquisition of SkyWater Technology, making it the only quantum computing company in the United States to own its own chip foundry. Daniel compared the move to how hyperscalers are rewarded for owning their full stack, positioning IonQ as a potential anchor point for other quantum companies needing foundry capacity. (The Decode) The Flip: Is the Hyperscaler Capex Debate Over? Pat and Dan take opposite sides to pressure test whether or not Wall Street will keep funding unlimited AI infrastructure spending as long as revenue growth keeps accelerating. Daniel argued backlog and margin growth at Microsoft, Amazon, and Google justify the spending. Patrick countered that conversion, not just revenue, is what the market is actually pricing. (The Flip) AI Trade Rocked by Forced Deleveraging: The forced liquidation of leveraged hedge fund Situational Awareness into Citadel sparked a violent market reversal that erased itself within 24 hours, with SanDisk, Micron, and Microsoft all posting double-digit rebounds. Patrick and Daniel walked through how SK hynix's earnings miss helped trigger a broader deleveraging event that briefly rattled confidence in the AI trade. (Bulls & Bears) Microsoft Delivers a Standout Quarter: Microsoft beat across Intelligent Cloud and Azure, with CFO Amy Hood committing to positive free cash flow by 2027 and Copilot usage now rivaling Outlook and Teams in weekly engagement. Patrick and Daniel called it one of the strongest quarters the company has posted this cycle after a year of being punished in the market. (Bulls & Bears) Meta's Guide Overshadows Its Revenue Growth: Meta grew revenue 27% year over year. A narrowed capex guide tied to rising component costs and deepening Reality Labs losses drove the stock down. (Bulls & Bears) Qualcomm Leans on Diversification as Handsets Slow: Qualcomm's results were mixed, with declining handset revenue offset by growth in automotive and an emerging data center business expected to contribute meaningful revenue within a few quarters. Daniel Newman noted the company is on pace for more than half its revenue to come from outside handsets by next year. (Bulls & Bears) Arm Turns IP Licensing Into Silicon Revenue: Arm beat across revenue and guidance, then sold off on its outlook. The company disclosed a pipeline of more than $2 billion in demand for its new AI data center chips from customers including Oracle and Meta. (Bulls & Bears) Apple Returns to the Top of the Market: Strong iPhone and Mac sales helped Apple deliver a revenue beat and briefly overtake NVIDIA as the world's most valuable company by market capitalization, aided by a broader rotation out of AI and semiconductor stocks. Patrick and Daniel unpacked what drove the move, while highlighting a softer-than-expected services performance and the impact of tariff-related tailwinds as key factors to watch heading into next quarter. (Bulls & Bears) Amazon Posts Its Fastest AWS Growth in 18 Quarters: AWS revenue accelerated 37%, its fastest pace in a year and a half, while Amazon raised capex guidance to as much as $220 billion. Daniel pointed to Amazon's in-house chip business, now on a $25 billion annualized run rate, as a sign the company's infrastructure bets are converting into revenue. (Bulls & Bears) Watch the full episode at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Jensen Huang's first post on X: https://x.com/JensenHuang/status/2080643682408321103?s=20 EY-NVIDIA-LangChain blueprint: https://www.ey.com/en_gl/newsroom/2026/07/ey-expands-nvidia-powered-enterprise-ai-capabilities-with-industry-first-validation-of-nvidia-nemoclaw-for-langchain Memory pricing / Tim Cook commentary: https://finance.yahoo.com/technology/article/apple-ceo-tim-cook-says-this-100-year-flood-wont-be-receding-anytime-soon-121832016.html IonQ SkyWater acquisition as a vertical integration play: https://thequantuminsider.com/2026/07/28/ionq-receives-regulatory-approval-to-complete-acquisition-of-skywater-technology/ The Flip The hyperscaler capex debate:  FOR: Microsoft just proved the market rewards accelerating AI revenue regardless of capex size: https://www.investing.com/news/transcripts/earnings-call-transcript-microsoft-q4-2026-beats-forecasts-stock-jumps-8-93CH-4822020   AGAINST — Eventually $250B-annual infrastructure programs must produce free cash flow, not just backlog and revenue growth: https://247wallst.com/investing/2026/07/29/fast-money-host-warns-hyperscaler-capex-binge-is-issuing-near-junk-as-data-center-buildout-shows-cracks/   Bulls & Bears Situational Awareness / market whiplash: https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f Microsoft Q4 2026 earnings: https://www.investing.com/news/transcripts/earnings-call-transcript-microsoft-q4-2026-beats-forecasts-stock-jumps-8-93CH-4822020 Meta Q2 2026 earnings: https://finance.yahoo.com/news/meta-misses-on-q2-earnings-stock-tumbles-121325403.html Qualcomm Q3 2026 earnings: https://www.qualcomm.com/news/releases/2026/07/qualcomm-announces-third-quarter-fiscal-2026-results Arm Q1 FY27 earnings: https://newsroom.arm.com/news/arm-q1-fye27-results Apple Q3 FY2026 earnings: https://www.apple.com/newsroom/2026/07/apple-reports-third-quarter-results/ Amazon Q2 2026 earnings: https://finance.yahoo.com/markets/stocks/articles/amazon-q2-2026-earnings-aws-204411872  

This week: Microsoft and Amazon both reported quarterly numbers, and both stocks rose on cloud results that beat expectations. Is AI spending is paying off in real business? And in related news, Microsoft sees a rare annual headcount decline, hitting product R&D hardest. Plus: Satya Nadella builds a Power BI dashboard out of an analyst's research report, and touts it on the earnings call to make a bigger point. Jeff Bezos names Amazon's chips business as the long-awaited fourth pillar. And AI House managing director Jacob Colker delivers a much-needed pep talk for Seattle tech, calling on the region to recognize and build on its strengths. With GeekWire co-founders Todd Bishop and John Cook. Related stories and links: Microsoft and Amazon earnings Microsoft Azure tops $100B in annual revenue as record AI spending cuts into cash flow AWS is 'booming,' but Amazon's free cash flow turns negative on record AI spending Microsoft R&D jobs drop for second straight year as total headcount falls for first time in a decade Which Microsoft businesses are growing and shrinking, according to obscure table in regulatory filing Amazon's fourth pillar Jeff Bezos says this business is becoming Amazon's next 'pillar' A rallying cry for Seattle tech Watch: A venture capitalist's passionate speech, a rallying cry, really, about Seattle Seattle's AI2 Incubator rebrands as AI House, and adds key investor as managing director 'I'm tired of that narrative': Seattle VC pushes back on tech exodus talk The Washington tech ecosystem New map traces Washington state's tech 'universe' to a few key hubs, and shows what's at risk After hiring AWS exec and raising $107M seed round, Virginia startup plants flag in Seattle area GeekWire's Seattle engineering centers list See omnystudio.com/listener for privacy information.

The AI industry spent the week arguing with itself, which is honestly the healthiest thing it's done in years. One coalition led by Nvidia begged regulators not to slow down open AI models, while more than 1,100 AI workers signed another letter asking regulators to do exactly that. Anthropic warned about bioweapons, OpenAI admitted the four-hour workweek isn't happening after all, and Microsoft's Satya Nadella reminded everyone that building your entire business on someone else's AI is a fantastic way to outsource your own brain. In other words, the people selling the future still can't agree on what they're selling, except that you'd better buy it fast.Meanwhile, the AI bubble keeps demanding sacrifices. Patreon, BuzzFeed, and Uber all swung the layoff axe while insisting AI isn't replacing humans... it's just reorganizing them out of a paycheck. Nvidia is floating another three-quarters of a trillion dollars in infrastructure deals that have people muttering "AI subprime mortgage crisis," China has discovered there's money in renting your face to AI companies, and the U.S. is carving data centers out of pollution rules because apparently acid rain is a small price to pay for chatbot dominance. Add in ChatGPT suddenly refusing to imitate famous authors, researchers discovering AI coding assistants are happily installing malware if you ask nicely, and Meta launching an ad campaign about the wonders of AI that somehow forgets to mention what any of those wonders actually are.Elsewhere in Tech Hell™, eBay finally paid the price for its executives' unhinged harassment campaign involving pig masks and live insects, Elon is shopping The Boring Company while promising money won't matter in the AI utopia of 2036, and a traveler is headed to court after allegedly triggering GrapheneOS's "duress PIN" during a border search. We also hit Media Candy with Star Trek: Strange New Worlds, Silo, Blade Runner 2099 and Neuromancer, celebrate Dave Bittner's birthday, marvel at Jason's ever-growing Boneyard of dead websites, and somehow end up discussing thermal cameras, piano repair, and old-man bladder supplements. Because that's what happens when Gen X gets older - we just add more tabs instead of closing the old ones.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.StoryBlocks - For a limited time, they're offering 15% off any annual plan at storyblocks.com/gogPrivate 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/757Watch on YouTube at https://youtu.be/Sii_nodESkcSHOW NOTESEBay and Former Execs Will Pay $56 Million to Couple They Tormented With Bloody Pig MasksAs US weighs response to Chinese AI, industry urges against broad open-weight restrictionsAI researchers call for new tools that can slow automated model developmentOver 1,100 AI workers sign letter asking US to support tools that 'pace the frontier of automated AI development'Anthropic's Dario Amodei responds: doesn't oppose open-weight models, but fears Chinese AIAmodei Denies Anthropic Supports Open-Weight AI Ban, Warns of China RisksSam Altman said AI hasn't led to 4-hour workweeks because people are competitiveSam Altman Shuts Down Hopes of an AI-Led 4-Day Workweek Anytime SoonOpenAI Proposes 32-Hour Pilot Incentives for EmployersSatya Nadella says companies that trust one AI for everything may not survive Microsoft CEO Satya Nadella warns companies relying on one AI model may not surviveOpenAI's rogue hacking incident was a warning shot. Will it be a wake-up call to finally create AI safety regulation?Behind the Curtain: AI godfathers converge on regulationsPatreon is laying off 20 percent of its staffAI Mania Is Eviscerating Global Decision-MakingBuzzFeed Lays Off 33 Percent of Remaining Staff After Bizarre Pivot to AIUber lays off 10 percent of its customer service team in favor of using AIIn China, people are renting out their faces to AIAs SpaceX Sheds a Tesla's Worth of Value, Elon Musk Is Trying to Sell Investors on Another CompanyHow Much Charity Would It Take for People to Like Elon Musk?ChatGPT is now refusing requests to write in famous authors' stylesNvidia's $750 Billion Deals Revive Fear of AI Circular FinancingThe Trump administration is exempting data centers from pollution laws intended to prevent acid rainUS accuses American of allegedly wiping his phone using a 'duress' password during border searchMeta launches new Facebook Verified badge for actual, real humansMeta launches a storefront platform through Facebook MarketplaceMeta's pro-AI ad campaign is conspicuously light on AIIf You AI-Generate Code, Hackers Just Found a Devious Method to Install Malware Directly on Your ComputerMinions & MonstersStar Trek: Strange New WorldsBroadchurch S2SiloTed Lasso Season 4 TrailerNeuromancer — Official Teaser | Apple TVPrime Video Finally Lifts the Lid on ‘Blade Runner 2099'Star Trek: Section 31Bad Deeds by Andrew Hunter MurrayDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingJason DeFillippoJurassic Park computers in excruciating detailWho are the Mandalorians? | Star Wars: Galaxy GuideHF96V Thermal Camera with Visual Camera & Laser Pointer, Intelligent Scene Detection, 240 * 240 Super Resolution Thermal Imaging Camera,25 Hz, 50° FOV, -4°F to 1022°F, IP54 Infrared CameraProject FarmSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on how they're monetizing their massive AI outlays. Plus, as some people are allowed to return to their homes in southwestern France, WSJ's Ed Ballard says a debate over aging water bombers and the country's readiness ahead of a summer of wildfires is picking up. And DoorDash secures a key certification from the FAA to use drones for deliveries. Luke Vargas 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.

P.M. Edition for July 30. The U.S. economy grew just 1.5% last quarter, lower than the previous quarter and falling short of economists' expectations. WSJ economics reporter Harriet Torry explains why the details in the report, particularly around consumer spending, suggest things aren't as bad as the headline number makes it seem. Plus, the buzzy AI-focused hedge fund Situational Awareness, founded by AI whiz kid Leopold Aschenbrenner, sold most of its stock portfolio to investment firm Citadel. We hear from WSJ special writer Greg Zuckerman about why this happened and where the company goes from here. And a big rally in tech companies sent U.S. stocks soaring today. Alex Ossola hosts. See the new fronts in the Iran war.  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: Microsoft sees jump in profits, beating Wall Street expectations. And Russia charges Telegram founder with aiding terrorism. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today on the show, Fareed speaks with Satya Nadella, CEO of Microsoft, about some of the dangers posed to humans and companies by artificial intelligence, as well as some of its profound benefits, in an exclusive interview. Then, After US forces captured Venezuelan president Nicolás Maduro earlier this year, many expected President Donald Trump to install Maduro's main political opponent—María Corina Machado—as the country's new leader. That has not happened, however, and she remains in exile. Fareed speaks with Machado about when she expects to go back to her country and what the future might hold for Venezuela. GUESTS: Satya Nadella (@satyanadella); Marina Corina Machado (@MariaCorinaYA) Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this recent episode of Possible, Reid Hoffman sits down with Microsoft CEO Satya Nadella fresh off Microsoft Build 2026. The conversation goes wide: how AI is reshaping work, business, and society—and why the transformation sweeping through software development today is only a preview of what's coming for all knowledge work. Satya makes the case that human capital and "token capital" are now deeply intertwined, that companies—not just countries—must build their own AI capabilities, and that the organizations best positioned to thrive are those that can leverage their unique expertise inside intelligent systems. Reid and Satya also explore Microsoft's enterprise AI vision, Reid's work with Manas on AI-powered scientific discovery, lessons from past technological revolutions, and why demonstrating real, tangible benefits may be the most important thing the industry can do to earn—and keep—the public's trust.You can catch and subscribe to more Possible here: https://www.possible.fm/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Grab a cup of tea, stay hydrated, and join host Tawnie Wolf on this rainy Wednesday edition of The Second Act Executive! On today's show, Tawnie blends mindset, real world tech vision, high level macroeconomic analysis, and hands on podcast studio instruction into an actionable episode for leaders navigating their second act.In this episode, we cover:Mindset & Grounded Living: Why real credentials, true education, and intentional living always win over internet trends and surface level “aesthetic” coaching, featuring insights from Jay Shetty's Think Like a Monk and Radhi Devlukia Shetty's clinical approach to wellness.Finding Your Voice & Tech Visionaries: An inspiring look at Tawnie's son's book, Asher, the Chief Ranger, detailing his journey through speech therapy and his vision to leverage technology, inspired by figures like Bill Gates, Satya Nadella, Sundar Pichai, and Mark Zuckerberg, to give every child a voice.Macroeconomics & Digital Safety: How social media impacts the U.S. dollar, the mechanics of digital attention risk, and why institutional leaders must prioritize real time data defense and platform integrity to protect our schools and communities.Podcast Workshop (Day 16 Focus): Essential studio setup strategies using Riverside.fm, showing you how to balance high fidelity local recording, audio gain staging, and professional visual framing to build an authoritative broadcast presence.How to Listen & Learn:Hit play to tune into the full audio breakdown! Whether you are listening along with our live Podcast Workshop cohort, a corporate executive transitioning into private practice, or a leader building your digital media platform, this episode provides the strategic framework you need to record and lead with authority.Ordering the Book:Listen to the episode to learn how you can place your preorder for Asher, the Chief Ranger while our primary brand websites are undergoing updates.The Second Act Executive is available on Apple Podcasts, Spotify, iHeartRadio, and everywhere else major podcasts are streaming.

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Welcome to Week 3 of The Second Act Executive: Podcast Workshop!In tonight's power packed episode, host Tawnie Wolf officially launches Week 3: Recording & Live Streaming. We bridge the gap between real world executive leadership, parenting in a digital age, macroeconomics, and the studio setups needed to build an independent media platform you own 100%.Whether you are currently navigating corporate America or transitioning out to launch your own private firm, this session is your blueprint for turning your expertise into sovereign media authority. What We Cover in This Episode:Monday Vibe Check & Kitchen Lessons: Why oat milk is non negotiable for crisp onion rings...Wolf Vibrations,LLC YouTube Announcement: A special shoutout for the grown and extremely sexy (ages 55–110)! Discover how Wolf Vibrations, LLC supports corporate leaders and transitioning executives in stepping into their power, asserting their authority, and staying on top.Market Insights: Palantir ($PLTR) & AI Patriotism: Why backing foundational U.S. defense AI infrastructure in 2026 is an act of patriotism, and why long term investors don't sweat short term price fluctuations around $136.Parenting, Social Media Literacy, & Real Value:Reminding our children that social media is a business, not real life.Unpacking the post 2017 foreign capital pullback, desperate monetization models, and why online trolling is just broken business models in disguise.Focusing on big economic success, global competition (BRICS), and real innovation over performative “costume party” clout.Asher the Chief Ranger: A personal story of Tawnie's son finding his voice despite a speech delay, inspired by tech “wizards” like Mark Zuckerberg, Bill Gates, Sundar Pichai, and Satya Nadella.Week 2 Recap (Days 12 & 13): Reviewing the 30 Second Hook Formula (Problem → Promise → Identity) and the non negotiable rule of keeping PDF music licensing certificates stored safely in Google Drive.Day 14 Audit & Showcase: Evaluating cover art.Day 15 Intro: Riverside.fm:Local High Quality Recording: Why local WAV audio and 4K video recording on Riverside eliminates glitchy Zoom streams permanently.Leveraging Riverside's direct partnership with Spotify for Creators and AI generated short form clips.“Our freedom of speech is not for sale. When the public square is compromised by trolls and broken algorithms, you must own your microphone.” Tonight's Homework Assignment (Next 24 Hours) and so much more! Links & Resources:YouTube: Subscribe to Wolf Vibrations for corporate leadership strategies and executive transition guidance.Workshop Schedule: Join us live every night at 8:30 PM EST. Be sure to turn on your notifications so you never miss an episode!

Open source AI models just hit 41% of Hugging Face downloads — and the real cost gap is 90% or more. Here's what that means for your business.The numbers moved fast this week. Chinese open-weight models now dominate downloads, the quality gap versus closed models has shrunk to 3.3%, and a new repo opens on Hugging Face every seven seconds. Half of the Fortune 500 is already running open source models in production.Isar walks through the new frontier open models Kimi K3 and DeepSeek V4, Thinking Machines Lab's first release, Satya Nadella's Token Capital essay, the new state-level AI laws in New York and Illinois, BCG's AI at Work report, and the Apple lawsuit hanging over OpenAI's hardware plans.In this session, you'll discover:Why Chinese open-weight models now account for 41% of Hugging Face downloadsHow Kimi K3 and DeepSeek V4 price against top US closed models ($15 vs $50 per million output tokens, down to 87 cents)What Satya Nadella's "Token Capital" and reverse information paradox mean for your company's dataWhat New York's data center moratorium and Illinois Senate Bill 315 change for AI companiesWhy BCG found that AI strategy beats tool access — and 72% of CEOs now own the AI decisionBCG "AI at Work: Strategy Matters More Than Tools" — the 12,000-person study covered in this episode — https://www.bcg.com/publications/2026/ai-at-work-why-strategy-matters-more-than-toolsAI 2040 "Plan A" paper — the 90-page proposal to delay superintelligence until 2040 discussed in the rapid fire — https://ai-2040.com/About Leveraging AIThe Ultimate AI Course for Business People: https://multiplai.ai/ai-course/YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/eventsIf you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Kimi K3's benchmark breaking results 2) How Kimi K3 fits alongside MuseSpark 1.1 and Grok 4.5 3) What are OpenAI and Anthropic's advantages today? 4) Is the price of frontier intelligence about to drop? 5) It's all about the product now 6) Satya Nadella's Reverse Information Paradox 7) What is happening at Google? 8) Is Google too focused on 'Flash' models 9) Apple's lawsuit vs. OpenAI 10) OpenAI's boneheaded espionage 11) Why does OpenAI struggle to maintain good relationships with partners? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

AI headlines have already moved on to the deep end. Most businesses haven't. Every week brings another headline about what's next for AI. Build your own model. Train your own LLM. Customize everything. It's exciting, unless you're one of the thousands of companies still trying to answer a much simpler question: where does AI actually fit into the work we do every day? Here's the thing. AI has become everyone's priority and almost nobody's job. Leadership knows it matters but the real work still lives inside thousands of everyday workflows, where tribal knowledge, context, and experience drive the decisions. That's the gap, and it's a very different problem than the one the headlines are chasing. That's the conversation Rob and Justin have this week. Sparked by Satya Nadella's comment that every company should eventually have its own LLM, they make the case that the industry is getting ahead of itself. As Rob puts it, "Everyone's sitting poolside and Satya's talking about the deep end." Most organizations don't need a custom model. They need AI that understands their business, their data, and their workflows. That's where the biggest wins are happening today, and it's exactly where companies should be focused before they start worrying about building their own LLM. If AI has started to feel like an arms race you somehow missed, this episode is a welcome reminder that the biggest opportunities are still waiting in the shallow end.

Welcome to episode 363 of The Cloud Pod, where the weather is always cloudy! Justin, Matt, and Ryan are in the studio this week to bring you all the latest in cloud and AI news, including Amazon SQS turning 20, Grok solving a Rubik's cube, and Cloudflare's new “spot the bot” tool, which harnesses *checks notes* monitoring mouse movements? Ok… It's been a busy week in the cloud, so let's get started!  Titles we almost went with this week AI Speed Dating: Grok Wins, Cube Loses Grok, GPT, and Claude Walk Into a Rubik’s Cube One Gateway to Rule All the Claude Credentials AWS Puts a Bouncer on the Claude Code Party Claude Solves the Cube, GPT Just Sees Dark Faces Cloudflare Catches Bots by Their Shaky Hands GuardDuty Sniffs Out Bedrock Bandits at Last A big thanks to this week's sponsors: We're sponsorless! Want to get your brand, company, or service in front of a very enthusiastic group of cloud news seekers? You've come to the right place! Send us an email or hit us up on our Slack channel for more info. General News  01:36 Former GitHub CEO Unveils Distributed Git Network Built for AI Coding Agents Former GitHub.com CEO Thomas Dohmke has launched Entire, a startup building a distributed Git network aimed at reducing load on centralized hosting caused by AI coding agents.  The company raised a $60 million seed round at a $300 million valuation. The core idea is to mirror GitHub repos across regions (US, Europe, and Australia currently) so AI agents pull from nearby mirrors instead of hitting a single central repo, which addresses rate-limiting and latency issues that come with high-volume automated cloning and pushing. Reported internal benchmarks include about 570,000 clones per hour on a single repo and 586 pushes per second, though these are self-reported and not yet independently verified; Entire says it plans to open source the Git backend and benchmarking tools for third-party validation. Beyond distribution, Entire is building a semantic layer on top of Git history, capturing agent prompts, reasoning, and tool calls, with features like Entire Blame tracing AI-generated code back to originating prompts, and Entire Review supporting multi-agent code review. Worth discussing: this treats AI agent traffic as a distinct infrastructure problem separate from human developer workflows, and the long-term roadmap includes data sovereignty features letting companies keep code within specific regions while staying connected to a global network. 03:31 Justin – “Get fired for having all these issues, and then solve the problem anyway. 06:03 Satya Nadella on X: “https://t.co/xv6csf1SbV”  The problem: Microsoft CEO Satya Nadella coined the “Reverse Information Paradox”: AI flips Kenneth Arrow’s classic info paradox. Instead of sellers giving away value before being paid, buyers now have to feed proprietary knowledge into a model just to make it useful, paying twice: once in dollars, once in IP. The mechanism: Na

Xbox just laid off thousands, spun off four studios, and cancelled games it had defended a day earlier. Greg Posner and games-industry analyst Colan Neese take apart Microsoft's restructuring memo and land on an uncomfortable read: this wasn't a bad week, it was the bill coming due for a decade of running gaming as a lifestyle business.They dig into the losses (64 cents gone on every dollar spent), the decision to starve Minecraft to prop up everything else, the Game Pass numbers that never made the memo, and the blame pie: how much lands on Phil Spencer, and how much on CEO Satya Nadella. Then they split hard on the future. Colan makes the case that the fix is an ad-funded, one-to-one discovery engine. Greg goes down swinging for a different read of why players won't leave the games they already know.Two live games along the way: ranking Microsoft's biggest IP by revenue (and where the AI got it wrong), and an invest-or-sell round on Xbox's dormant franchises.In this episode(0:00) Cold open, and the week that broke Xbox(9:00) The layoffs and studio spin-offs: Avowed cancelled, a new Fallout greenlit(11:54) The memo: losing 64 cents on every dollar, and starving Minecraft(18:15) Phil Spencer, the "wayward son with a credit card"(19:07) Restructuring, and the Game Pass numbers that never got named(23:49) Colan's "script for Asha Sharma," and why Xbox is a distant fifth platform(29:24) The pitch: ad rev-share, the way YouTube pays creators(32:00) Game: rank Microsoft's biggest IP by revenue(37:35) Game: invest or sell Xbox's dormant franchises(44:49) The blame pie: how much is on Satya Nadella(49:56) The debate: is discovery broken, or are players just comfortable?(1:09:00) Games for Change NYC, and what's nextQuotablesColan Neese: "You lost 64 cents on a dollar, and you took from the profitable engine that was Minecraft."Colan Neese: "Ads are just content. It's just a different kind of content."Links and mentionsPlayer Driven: https://playerdriven.ioThe Operator's Briefing, our weekly newsletter: https://playerdriven.io/level-upJoin the community on Discord: https://discord.gg/GC5PkbKFHGames for Change, NYC, July 21AboutPlayer Driven Live breaks down the business behind the games every week, for the people who build, run, and rebuild them. Hosted by Greg Posner with analyst Colan Neese. If this is your kind of conversation, subscribe, and come argue with us in the Discord.

Connect with Early Riders — https://www.earlyriders.com/contactConnect with Onramp — https://onrampbitcoin.com/contact-us/Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.This week Michael, Liam, and Brian break down the banks' accelerating tokenization push: BlackRock, Goldman Sachs, and JPMorgan joining a 54-firm UK tokenization task force, Swift's blockchain ledger pilot with 17 banks, and what it means for Bitcoin's role in the emerging plumbing. They dig into Satya Nadella's AI sovereignty thesis, Microsoft's Frontier Company data play, Apple's lawsuit against OpenAI, and the Fed's new AI task force under Kevin Warsh. The guys run through a stack of deals: TerraWolf's $19 billion Anthropic infrastructure agreement, OLAMA's $65 million raise, Paradigm's $1.2 billion fourth fund expanding into AI and robotics, and Tether's $20 million investment in Mercado Bitcoin. They close on TradFi's crypto expansion via SBI Holdings and Russia's Alpha Bank, Kraken's $22 million lawsuit win, where the Clarity Act stands ahead of the midterms, and Spiral's new open source push to merge Bitcoin and AI.Chapters00:00 - Introduction and Show Overview00:18 - Market Sentiment and Show Focus01:15 - Banks and Traditional Enterprises in Digital Asset Space02:40 - UK Tokenization Task Force and Use Cases03:40 - Swift Blockchain Ledger Pilot with 17 Banks04:34 - Global Sprint in Tokenized Securities and Deposits07:23 - Bitcoin's Role in the Future of Digital Infrastructure09:39 - The Bullish Case for Bitcoin Amidst Tokenization12:28 - AI Tools and Sovereignty in Data Ownership15:37 - Microsoft's Investment in AI and Data Sovereignty22:16 - Microsoft Frontier Company and Proprietary Data Platforms25:07 - The Importance of Human Agency in AI Adoption28:40 - AI and the Disruption of Traditional Business Models29:08 - Apple Suing OpenAI Over Trade Secrets32:36 - The Long-Term Impact of AI and Open Source Models36:50 - DoorDash's AI Code Reviewer and Internal AI Adoption38:19 - Fed's AI Task Force and Economic Policy43:32 - Russia's Strategic Use of Bitcoin and Digital Assets50:07 - Paradigm's New Fund and Broader Tech Investment55:13 - Traditional Finance's Entry into Crypto and Digital Assets01:02:41 - Regulatory Developments and the Future of Crypto Legislation01:09:18 - Bitcoin's Role in the Future of Digital Infrastructure01:11:21 - Open Source AI and Bitcoin IntegrationIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/researchKeep up with Michael:https://x.com/MTangumaKeep up with Liam:https://x.com/Lnelson_21Keep up with Brian:https://x.com/BackslashBTC

In this recent episode of Possible, Reid Hoffman sits down with Microsoft CEO Satya Nadella fresh off Microsoft Build 2026. The conversation goes wide: how AI is reshaping work, business, and society—and why the transformation sweeping through software development today is only a preview of what's coming for all knowledge work. Satya makes the case that human capital and "token capital" are now deeply intertwined, that companies—not just countries—must build their own AI capabilities, and that the organizations best positioned to thrive are those that can leverage their unique expertise inside intelligent systems. Reid and Satya also explore Microsoft's enterprise AI vision, Reid's work with Manas on AI-powered scientific discovery, lessons from past technological revolutions, and why demonstrating real, tangible benefits may be the most important thing the industry can do to earn—and keep—the public's trust.You can catch and subscribe to more Possible here: https://www.possible.fm/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Zuck says AI agent progress isn't going to plan 2) Meta explores selling excess compute 3) Why can't anyone build an AI agent? 4) Are Anthropic and OpenAI becoming the point of failure in the AI trade 5) Is Google hedging? 6) What is Satya Nadella up to? 7) Should Microsoft bring back bad Sydney 8) Palantir CEO Alex Karp challenges the frontier labs 9) Everyone vs. OpenAI and Anthropic? 10) Should OpenAI give the U.S. government 5% of its equity? 11) Taylor Swift & Travis Kelce wedding trutherism --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft's CEO Satya Nadella recently wrote a blistering essay criticizing how the race for AI supremacy has played out, and specifically called out tech leaders' dire prophecies about job losses. Nadella says the industry needs to figure out a path forward that is more beneficial to everyone, not just the biggest AI companies. WSJ's Bradley Olson, who spoke with Nadella in an exclusive interview, says that there might be a business calculus behind his message. Ryan Knutson hosts. Further Listening: - The Era of AI Layoffs Has Begun - How AI Is Being Trained to Do Your Job - The ‘Class of AI' Enters the Workforce Learn more about your ad choices. Visit megaphone.fm/adchoices

Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? 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 - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices? Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA DEDICATION: Alan Greenspan - Died Monday at age 100 Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech:  S&P 500 (~30%+), Nasdaq (~50%+) Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price? Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX's Colossus 2 data center in Memphis, Tennessee. More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest level since the company's first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period. - SpaceX is seeking to raise at least $20 billion from the first bond offering to fund its artificial-intelligence ambitions. Missed Opportunity - Short the Mattress companies he said...... ----- Got squeezed out....Never to return Swing and a Miss Maybe Because this can happen... - Shares of Getty Images Holdings Inc. soared as much as 145% on Monday after it announced a licensing deal with OpenAI. - Getty said that images from its library will appear in the search and discovery features of ChatGPT, marking a key reversal for the firm. - The partnership with OpenAI could improve “licensing optics” and shift the narrative on the stock, according to analyst Mark Zgutowicz. - Getty shares were up 118% to $1.32 as of 12:44 p.m. in New York, putting them on track for the best session since July 2022. The stock had fallen about 55% this year to close at 61 cents on Thursday before the Juneteenth holiday weekend began. KOREA - SK Hynix - New #1 in South Korea: SK Hynix surpassed Samsung Electronics on Monday to become the country's most valuable listed company. - Remarkable turnaround: A striking reversal for a chipmaker that nearly collapsed under heavy debt roughly two decades ago. (CYCLES) - AI memory leader: Now the dominant supplier of high-bandwidth memory (HBM) chips powering AI systems. - Marquee customers: Key buyers include Nvidia (NVDA) and Alphabet's Google (GOOGL). - Massive 2026 rally: Shares are up more than 340% year-to-date, fueled by the global AI boom. - Market cap milestone: Valuation now exceeds both Samsung and Micron (MU). Markets Get Chopped - Questions being asked about if AI spend boom producing fast enough return - Back to earth on valuation scare - (all of a sudden?) - KOSPI down 11% - Chips getting hit - 12% for Memory ETF - MU down 9%, Intel 4%, ASML 7% RAM Prices... - Looking at some additional RAM today for some office computers .... --- ARE THEY KIDDING? RAM Prices Imminent Collapse???? - President Donald Trump said the prospect of global economic collapse was a big reason he signed an interim peace deal with Iran. - According to sources, the deal reopened the Strait of Hormuz and set in motion waivers for sanctions on Iran's oil sales to the international market, with the effect being an immediate drop in oil prices and a rise in US stocks. - The agreement has been seen as skewed in Iran's favor, giving the country broad gains before the next round of talks, and has prompted pushback and anger from Republican lawmakers. - MOU signed lat Wednesday - also now more waivers of sanctions on sale of Iranian oil - 60 day reprieve. China - Weak economic conditions - H Shares about to enter bear market - Hong Kong - Close to a technical bear market, dragged down by weak domestic consumption, a struggling property sector, and an exodus of funds fleeing "old tech" for AI plays elsewhere in Asia. - A-shares are listed in mainland China (Shanghai/Shenzhen) and primarily target domestic investors. H-shares are listed in Hong Kong and are freely available to international investors More China - Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. - China's urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. - Manufacturing fixed-asset investment contracted for the first time since December 2020. - Industrial output was the lone bright spot, rebounding from April's near three-year low. - The national unemployment rate fell to 5.1% in May, compared with 5.2% in April. Marrrr Jonggg - Mahjong can be highly addictive due to its rewarding blend of strategy, luck, and social interaction. The rapid tile-drawing, need for pattern recognition, and "just one more round" mentality trigger dopamine releases. If compulsive play disrupts your finances or daily life, it can become a behavioral addiction requiring intervention. - Tactile and Auditory Appeal: Many users on community forums like Reddit agree that the physical weight, texture, and distinct clinking sound of shuffling tiles provide soothing, sensory satisfaction. - There has been a 70% surge in mahjong content on TikTok in the past year - Yelp recently named the Chinese tile game a top trend of 2026, noting that searches for mahjong clubs surged 4,467% year over year for the period from September 2024 to August 2025 and that searches for mahjong lessons rose 819%. Alphabet - WHAT>????*&*^ - Alphabet shares slid 7%, on track for the search giant's worst day in a year. - Alphabet's Google has seen consecutive high-profile researchers leave in the last several days. - The company also has exposure to the market's concerns around commoditized AI and ballooning capital expenditures. - The share slide also came on the heels of a Sunday Wall Street Journal interview with Microsoft CEO Satya Nadella, who called for less dependence on “AI Giants” and said the AI market was commoditized. Back to Oracle - Oracle reduced workforce by 21,000 employees over past twelve months. - Cuts broader than previously disclosed, driven by artificial intelligence adoption. - Global headcount fell from 162,000 to 141,000 full-time employees year-over-year. - Workforce reductions generated $1.8 billion in restructuring costs, company reported. - Company warned AI deployment may continue resulting in workforce reductions. NVDA - Underperforming - Nvidia shares slipping recently despite remaining up about 12% in 2026. - Stock down roughly 3% past month, underperforming semiconductor peers. - SMH ETF surged 84% year-to-date, gaining 15% last month. - Traders predict Nvidia chip pricing power is beginning to decline. - Wall Street focus shifting toward memory and infrastructure AI buildout. - Micron and Sandisk shares jumped nearly 60% over past month. Gloom and Doom - JCD sent interesting take from Chris Bloomstran - Traditionally asset light companies with all sorts of revenue, high margins now.... ---- Converting into asset heavy with no real understanding of what the profitability or even revue will be in the future ----- Here are the highlights of his commentary we can explre: ------------AI buildout shifting markets from asset-light toward capital-intensive infrastructure cycle - Hyperscaler capex surge reflects move into heavy, long-duration asset base - Massive capital requirements challenge economics versus prior asset-light models - Depreciation burden rising sharply as infrastructure scales across AI ecosystem - Returns depend on utilization of expensive, long-lived physical compute assets - Asset-heavy cycles historically lead to overbuild, weak returns, eventual consolidation - Infrastructure spending absorbing nearly all operating cash flow for hyperscalers - Off-balance-sheet financing masking true scale of capital intensity shift - AI economics hinge more on physical capacity than software-driven scalability - Echoes of past asset-heavy booms with eventual oversupply and value destruction Amazon Day - Today - June 26th - US consumers will spend $26.3 billion online at Amazon and other retailers during the four-day sale, up 9% from last year's event in July, according to Adobe Inc. - About 201 million Amazon shoppers in the US were Prime subscribers as of March, up about 3% from a year earlier - Amazon will capture about 60% of all US online spending during Prime Day, its highest market share since 2019, according to estimates from EMarketer Inc. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. FedEx Earnings - FedEx posted strong fiscal fourth-quarter earnings on Tuesday in the company's last quarter that included the freight business before its spin off. - FedEx Freight spun off into a separate publicly traded company on June 1. - The company said it saw a 3% year-over-year increase in domestic volume. - Stock down 6% A/H   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'); ANNOUNCING the 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

The west's big security agencies issue a sincere warning on AI risk acceleration, plus Microsoft's Satya Nadella wants to change the tone on AI.Starring Tom Merritt and Robb Dunewood.Show notes can be found here. Hosted on Acast. See acast.com/privacy for more information.

The Group Chat crew breaks down the biggest SpaceX IPO on Wall Street, the AI shutdown scare gripping the tech world, and the World Cup mania taking over America. Business news, markets, and culture from one of the longest-running business podcasts. This week on Group Chat News: SpaceX goes public at a $2.1 trillion valuation: We break down the IPO frenzy, the OG Starbase investors, and Elon's path to $1 trillion by 2030 The El Segundo wealth boom: how space money is about to reshape the South Bay World Cup mania hits America, Team USA run, and the electric atmosphere in LA A Middle East peace deal looks imminent: what it means for summer gas prices and inflation The Stanford walkout: graduates, free speech, and real-world consequences in tech and finance The Knicks' historic win, Wembanyama, and how you're supposed to carry a loss The Fable 5 AI shutdown scare, government involvement, and Satya Nadella's warning to the industry Should the US government invest in AI companies? The guys debate the trillion dollar question Group Chat News covers business, markets, tech, sports, and culture every week. If you like All-In, My First Million, and business news that actually keeps up with the week, follow and subscribe.   ⭐ Enjoying the show? Leave us a rating, it helps more than you'd think. Hosted by Dee Murthy, Anand Murthy, and Chris "Drama" Pfaff 

This week and next, we're bringing you recordings from our second-ever live taping in San Francisco. First, we sit down with Microsoft's chief executive, Satya Nadella, to hear what he's maxing out his A.I. tokens on, why he's skeptical that software developers will ever be fully replaced, and how he's hoping to create a new business model for Xbox. Then, Phil Mohun tells us what it has been like to watch people in the Bay Area interact with two robot dogs that wear the faces of Elon Musk and Mark Zuckerberg. And finally, we talk with the longtime privacy defender Cindy Cohn about where things stand in the fight to protect internet users from digital surveillance by Big Tech and the government. Guests: Satya Nadella, chairman and chief executive of Microsoft. Phil Mohun, executive director of Node. Cindy Cohn, former executive director of the Electronic Frontier Foundation and author of “Privacy's Defender: My Thirty-Year Fight Against Digital Surveillance.” Additional Reading: Microsoft C.E.O. Satya Nadella Says, ‘Everyone Is a Stakeholder' in A.I. Node presents “Beeple: /Infinite_Loop” We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Satya Nadella walked into Microsoft in 2014 when the company was a slow-moving dinosaur. He stopped reacting and started acting. Cloud-first, AI before anyone cared, open source. Microsoft's stock climbed over 1,000%. In this episode of DarrenDaily On-Demand, Darren Hardy uses that turnaround to make a harder point: most leaders are stuck managing the present while someone else is creating tomorrow's advantage. Darren introduces the pace setter framework and the three rules top performers follow to protect time for what actually moves the needle. Get more personal mentoring from Darren each day. Go to DarrenDaily at http://darrendaily.com/join to learn more.