Podcasts about Moat

  • 700PODCASTS
  • 1,029EPISODES
  • 44mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Jul 10, 2025LATEST
Moat

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about Moat

Show all podcasts related to moat

Latest podcast episodes about Moat

Kingscrowd Startup Investing Podcast
Building a DTC Hardware Giant From Cold Water

Kingscrowd Startup Investing Podcast

Play Episode Listen Later Jul 10, 2025 28:22


In this episode of Inside Startup Investing, Chris Lustrino speaks with Ryan Duey, co-founder and co-CEO of Plunge, the cold therapy and sauna brand that has quietly scaled to $80M+ in annual sales with minimal outside funding. Ryan breaks down how a garage-built idea during COVID turned into a high-growth wellness hardware business with over 40,000 customers, including a fast-growing B2B channel. Founders will appreciate his transparency about scaling manufacturing, solving shipping nightmares, and building technical moats through operational execution. If you're in DTC, hardware, health & wellness, or considering community rounds, this is a must-listen.Highlights include…Founding story: From brick-and-mortar wellness to e-comm hardware (2:01)Shark Tank ROI and national brand awareness (5:00)Market sizing: Comparing cold plunge to hot tubs & sauna categories (6:33)Expanding product lines to drive retention & cross-sell (8:55)B2B growth: Cold plunges entering hotels, gyms & commercial spaces (9:00)Solving hard problems: Damage-in-transit, demand planning, and support infrastructure (11:39, 14:45)Bootstrapped to $80M+: Smart cash management, customer pre-orders, and debt usage (17:57)Manufacturing capacity & scaling challenges (20:18)Moat = execution: Why hard ops are the defensible layer (14:45, 22:17)Acquisition potential: PE, wellness tech, or DTC conglomerates (23:35)

Open Market
Mobian CEO Jonah Goodhart on Another Bite at the Adtech Apple

Open Market

Play Episode Listen Later Jul 9, 2025 48:05


Jonah joins Eric Franchi and Joe Zappa to discuss the key factors that allowed his company Moat to exit for $850M to Oracle and how he's approaching GTM differently this time around with his marketing measurement company Mobian. Joe, Eric, and Jonah riff on the Mobian story in real-time, and Joe scintillates the audience with a detour into French philosophy (courtesy of Jonah's dad).

Capitalist Culture
From Precision Medicine to Human-Moat Startups: How Maddi Holman is Rewiring Venture Capital with a Rebel's Playbook

Capitalist Culture

Play Episode Listen Later Jul 8, 2025 57:05


I'm beyond excited to share our latest podcast episode with you. This time, I had the pleasure of chatting with the incredible Maddi Holman, the general partner of Daring Ventures and the host of her own podcast, "Let's Be Heard." Maddi's journey from aspiring doctor to venture capitalist is nothing short of inspiring, and I can't wait for you to hear her story.Here are some of the key takeaways and intriguing insights from our conversation:

Perfect English Podcast
Building a Moat: The Secret to Long-Term Business Success

Perfect English Podcast

Play Episode Listen Later Jul 4, 2025 20:26


Why do some companies, like Coca-Cola, dominate for decades while others, like Blockbuster, are just a flash in the pan? The secret is a sustainable competitive advantage. In this episode, we break down the four essential "moats" that can protect a business long-term: network effects, intangible assets, cost advantages, and high switching costs. We explore real-world examples from Apple to Walmart and discuss why having a hit product isn't enough. Plus, we teach you 10 key vocabulary terms like "formidable," "inimitable," and "complacency" to help you analyze business strategy like an expert. To unlock full access to all our episodes, consider becoming a premium subscriber on Apple Podcasts or Patreon. And don't forget to visit englishpluspodcast.com for even more content, including articles, in-depth studies, and our brand-new audio series and courses now available in our Patreon Shop!

Badlands Media
OnlyLands Ep. 14: July 1, 2025 – Alligator Alcatraz, Big Beautiful Bill, and the Moat That Wasn't

Badlands Media

Play Episode Listen Later Jul 2, 2025 98:38 Transcription Available


In this freewheeling episode of OnlyLands, a rotating cast of Badlands Media hosts gathers to dissect the week's most surreal headlines. The show kicks off with an irreverent breakdown of Trump's “One Big Beautiful Bill,” exploring how its massive spending and rushed negotiations have become a high-stakes reality show of amendments, line-item veto theories, and performative deadlines. The crew debates whether the bill is a genuine achievement or a carefully orchestrated trap to expose politicians' allegiances. They then pivot to the viral spectacle of “Alligator Alcatraz,” the Florida detention facility rumored to be surrounded by a reptile-filled moat. After examining photos and debunking AI-generated images, the panel concludes the moat is more marketing than menace, and probably designed to drive narrative warfare. The conversation meanders through tales of pilot season in Hollywood, the AI future of scripted content, and whether robots will someday replace soccer players and talk show hosts alike. With plenty of tangents on Faraday siding, Tiger King jokes, and the irony of government narratives, this episode is part cultural roast, part geopolitical therapy session, and all Badlands.

BiggerPockets Daily
Sunday Hustle: The Hustle Hacks of Summer Bringing in $500-$5000/day

BiggerPockets Daily

Play Episode Listen Later Jun 29, 2025 20:51


MOAT Method episode reference link Want to be a guest on the show? APPLY HERE! It's that simple. Side hustles can be your ticket to securing those elusive down payments for a home or even landing a full-time job by starting small. So, how do you seize these opportunities that others overlook? Aaron Mann will dive into unconventional summer side hustles, equipped with insights from his own successful ventures and research. In this episode, you'll discover inventive ways to turn labor into lucrative side hustles. Learn how to transform knocking on doors into profitable haul-away jobs and unleash the power of a pressure washer for more than just cleaning. Discover smart strategies on tapping into Airbnb markets to offer much-needed services. Turning manual labor into profitable haul-away side hustles Using a pressure washer to create a cleaning service business Offering garbage removal services to Airbnb and VRBO owners Building a business from seasonal side hustles Amplifying hustle efforts using the MOAT method Marketing strategies through direct outreach and social media Creative storytelling in business ads Learn more about your ad choices. Visit megaphone.fm/adchoices

AIDEA Podkast
#34 — Apple vs. OpenAI — RE:moat

AIDEA Podkast

Play Episode Listen Later Jun 25, 2025 86:57


"Economic MOAT" — a business's ability to maintain a competitive edge over its competitors. Andrej P. Škraba, Boris Cergol, Jaša Andrenšek, Simon Belak, Enej Gradišek in Klemen Selakovič se enkrat na mesec (remote / na daljavo) pogovarjamo o trenutno aktualnih tematikah iz sveta razvoja tehnologije umetne inteligence, podjetništva, ekonomije in politike. ============================= Teme ep. 34: Model Context Protocol (MCP) in njegova uporaba Praktični primeri uporabe MCP Inženiring konteksta in evolucija promptinga Apple in izzivi inovacij Strategije za Apple v svetu AI Strategije rasti tehnoloških gigantov Vloga umetne inteligence in spominov Tveganja in priložnosti za Apple in Microsoft Tehnološki napredek in prilagoditev družbe Priložnosti za inovacije v izobraževanju Proaktivnost umetne inteligence Domišljija in prihodnost LLM-jev ============================= Prijavi se in vsak petek prejmi 5 linkov, ki jih ustvarjalci podkastov Dialog in RE:MOAT priporočamo tisti teden (knjige, dokumentarci, članki, podkast epizode …): https://aidea.si/aidea-mailing-lista

Long Term Investing - With Baskin Wealth Management
TSMC: The Strong Moat Compounder

Long Term Investing - With Baskin Wealth Management

Play Episode Listen Later Jun 25, 2025 41:43


In this episode, Barry and Ernest discuss their framework for evaluating disruption before discussing a new addition to the portfolio.0:00 – Introduction1:29 – Our thoughts on disruption risk3:35 – The Innovator's Dilemma12:43 – Venture capital investing vs public market investing15:49 – Our new investment in TSMC29:51 – Valuation, risks, and looking forward for TSMC

Clapcast from Claptone
Clapcast 517

Clapcast from Claptone

Play Episode Listen Later Jun 23, 2025 60:05


Be a part of the journey and allow Claptone to transport you to a place of sonic delights, with a mix designed to enchant outside of the club. Follow our golden masked friend and be the first to hear the new editions of the CLAPCAST tale... 01. Chris Luno & Keilimei - Night Jet (Original Mix) [PIAS ÉLECTRONIQUE]02. Monkey Safari - Take My Soul (Original Mix) [Good Vibes From Paradise]03. Monolink - Powerful Play (andhim Remix) [Embassy One]04. Mont Rouge, Dee Mad, KETSHUA - Belsunce (Extended Mix) [Ultra Records]05. Moby, BLOND:ISH, Kiko Franco - Natural Blues (Extended Mix) [Defected]06. RÜFÜS DU SOL - Inhale (Carlita Remix) [Rose Avenue/Reprise]07. The Archer - Secrets (Original Mix) [There Is A Light Nova]08. Alan Dixon x mOat x Tom Diesel - Underground (Extended Mix) [DFTD]09. Moreno Pezzolato - Move It Now (Original Mix) [Incorrect]10. Eden Prince - This Is My House (Extended Mix) [Golden Recordings]11. Dario Nunez & Nuevayu - Fire In My House (Extended Mix) [Adesso Music]12. Jamie Jones & Green Velvet - Butterflies (KILIMANJARO Remix) [Helix Records]13. CID - Party Jumpin (Extended Mix) [Night Service Only (NSO)]14. Kyle Watson ft. Aurelia Ray - Bottom Of The Rave (Extended Mix) [Experts Only]

ลงทุนแมน
วิเคราะห์ ชาติมหาอำนาจ ในมุม MOAT แต่ละประเทศ​ มีจุดเด่นอะไรบ้าง ? | ลงทุนแมนจะเล่าให้ฟัง

ลงทุนแมน

Play Episode Listen Later Jun 23, 2025 13:32


วิเคราะห์ ชาติมหาอำนาจ ในมุม MOAT แต่ละประเทศ​ มีจุดเด่นอะไรบ้าง ? | ลงทุนแมนจะเล่าให้ฟัง MOAT คือกำแพง หรือป้อมปราการของบริษัท ที่สามารถกันคู่แข่ง ไม่ให้แย่งลูกค้าจากธุรกิจไปได้ เวลานักลงทุนวิเคราะห์บริษัทใดบริษัทหนึ่งว่าแข็งแกร่งหรือมีศักยภาพแค่ไหน ก็มักดู MOAT เป็นปัจจัยสำคัญ โดยเครื่องมือยอดฮิต สำหรับการนำมาใช้วิเคราะห์ MOAT นั่นก็คือ 7 Powers หรือที่เรียกว่า “ขุมพลังทั้ง 7” ซึ่งถูกคิดค้นโดยคุณ Hamilton Helmer ซึ่งประเทศมหาอำนาจ มีขุมพลัง หรือมี MOAT อะไรที่โดดเด่นกันบ้าง เพื่อเรียนรู้ และเอามาปรับใช้กับเรื่องการลงทุน ลงทุนแมนจะเล่าให้ฟัง ALL-NEW CAMRY PROGRESS BEYOND PERFECTION ทดลองขับได้แล้ววันนี้ ที่โชว์รูมโตโยต้าทั่วประเทศ ขอใบเสนอราคา และสอบถามข้อมูลเพิ่มเติมได้ที่ https://www.toyota.co.th/quotation?model=camry #AllNewCamry #ProgressBeyondPerfection

The Influential Personal Brand Podcast
3 Hacks to Help You Persevere Through Trials

The Influential Personal Brand Podcast

Play Episode Listen Later Jun 20, 2025 11:19


Why do some people give up while others rise and keep going? In this episode, Rory Vaden shares three battle-tested mindset hacks that the world's top achievers use to overcome the impossible—and keep showing up long after others quit. You'll hear: The #1 mindset shift that ultra-successful people share Why falling in love with the daily grind is the real secret to growth How to turn hard moments into long-term competitive advantage The “Law of the Moat” and how your toughest trials become your greatest protection A behind-the-scenes reflection on Rory's interview with $700M+ entrepreneurs Mike and Kass Lazerow Whether you're building a business, chasing a dream, or just trying to stay afloat, this episode is your reminder: Perseverance is the goal. No matter how hard it gets, the people who win are the ones who stay in the fight. This is how they do it.

Nuggets On The Go - Real Estate Tips By PropertyLimBrothers
122# NOTG New Launch Ballot Luck, Comparison With Resale & Market Fear Explained

Nuggets On The Go - Real Estate Tips By PropertyLimBrothers

Play Episode Listen Later Jun 20, 2025 37:53


Is 2025 really the best time to buy property—or the worst? In this episode, Alfred, Jesley, and Yu Rong from PropertyLimBrothers break down what's driving buying behaviour this year, from the truth behind ballot “luck” to how entry price can make or break your returns. They revisit the MOAT strategy and explain why picking the right project, price, and unit matters more than ever in today's unpredictable market.   They also weigh in on how global factors like US tariffs, equity pullbacks, and crypto swings are outlining local sentiment—and how savvy buyers can turn fear into opportunity. Stuck between new launch and resale options or rethinking your timing? Watch on to learn how to buy with confidence by reading real market signals.   00:00 Intro 00:41 New launches are all luck 03:30 Changing your luck 05:18 MOAT Analysis 11 Factors 08:08 Most important factor for resale investment properties 15:46 Picking a resale private property 16:30 US tariffs will affect the real estate market 23:56 Using fears to negotiate 29:58 Growth of real estate market 33:30 Closing words 37:40 Outtakes

The Boardroom Buzz Pest Control Podcast
From High-School Dropout to $12 M Pest-Control Powerhouse: Jared LaJaunie's 18-Year Climb on the Gulf Coast

The Boardroom Buzz Pest Control Podcast

Play Episode Listen Later Jun 19, 2025 60:10


Louisiana native Jared LaJaunie went from quitting school at 17 to leading 65-plus employees, 72 trucks, and four branches of LaJaunie's Pest Control—now tracking $12 million in annual revenue. In this candid sit-down with the Blue-Collar Twins, Jared breaks down the sales grit he learned at Orkin, the mindset shift that doubled his vision, and the family-run EOS machine that keeps it all humming.Buzz EP 207 Jared L MAS… You'll hear: Door-Knock Roots – joining Orkin's late-'90s “Splat” crew and turning 20 straight “no's” into $10 k days.18-Year Overnight Success – nine years to hit $1 M, then a rocket to $12 M by combining EOS with acquisitions like Skeeter Force.Finance Hacks That Sell – why Wise Tack 0 % financing closes termite & wildlife jobs that competitors lose.Culture as a Moat – six-value framework, extreme ownership, and weekly L10s that hold 65 teammates accountable.Family Integration – wife Skye as certified EOS Integrator, sons learning P&Ls before swapping sprayers for spreadsheets.Mastermind Leverage – how groups with Luke Lewis & Maria Sorrentino expanded his vision—and spawned the new Eagles Nest peer network.Future Playbook – doubling again via Gulf-Coast acquisitions, 40 % Poop-Scoop margins on his radar, and grooming the next-gen CEO. Stick around to catch Jared's take on “profit over vanity” and an impromptu debate on the emerging pet-waste gold-rush. From PE Teachers to Pest Control Owners: The Julio Twins Share Their POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps (podcast.co-ready) 00:00 – Cold-open: Jared on culture and integrity 00:35 – Intro & Louisiana roots 01:15 – High-school dropout, early hustle, marriage at 18 02:50 – Joining Orkin as a $10/hr termite tech 05:55 – Door-knock “Splat” team lessons & mindset shift 08:05 – Branch-manager years, then running a $3 M independent firm 11:00 – Launching LaJaunie's on Jan 1 2008 13:30 – Solo-op to first admin hire; seven trucks by Year 3 18:15 – Self-financing termite jobs; switching to Wise Tack 0 % plans 24:20 – Nine years to $1 M; doubling vision with mastermind help 28:30 – BHAG: Gulf-Coast expansion & doubling again by 2025 29:50 – Acquiring Skeeter Force; lessons in mosquito markets 32:45 – Family salvage-yard backstory & entrepreneurial DNA 33:25 – Today: 65 staff, 72 trucks, $12 M top-line 36:40 – Running EOS—Jared as Visionary, Skye as Integrator 38:00 – Conferences, Ascension Leadership, and constant up-skilling 42:00 – Side ventures (Stereopure, CAT 4) and why poop-scooping tempts him 45:55 – Differentiator: living the core values every day 48:00 – Eagles Nest mastermind launch with Skye & Maria Serraino 50:05 – Main Street Mogul podcast and giving back 52:45 – Rough Stuff reveal: twins' own pet-waste startup 54:00 – Wrap-up & Puerto Rico invite 59:00 – Outro & Masterclass CTA

Built Right
Do AI Wrappers Even Have a Moat?

Built Right

Play Episode Listen Later Jun 17, 2025 37:50


In this episode of the Talking AI Podcast, host Matt Page has a discussion with Clay Ostrom, founder of Map and Fire, about the positioning and messaging of AI products in today's crowded market.They talk about the concept of AI wrappers, the defensibility of AI tools, and the specifics that differentiate valuable AI solutions.Clay showcases his proprietary tool, Smoke Ladder, which analyzes the messaging and positioning of brands using AI.They dive into the importance of leveraging proprietary data and discuss the future disruptions AI may bring to various industries.They also discuss how incumbents might face challenges with rapid innovation and the evolving landscape of AI integration in businesses.--Key Moments:The Value of AI WrappersBuilding AI SolutionsLeveraging Proprietary DataThe Role of AI in BusinessThe Future of AI and Job DisruptionTool Demonstration: Smoke LadderAnalyzing Messaging and PositioningAI in Custom Software SolutionsFuture of AI in Customer ResearchAI's Rapid Evolution and Market Impact--Key Links:Map & FireConnect with Clay Ostrom on LinkedIn

Generation AI
CEO insights on AI transformation, Speed as the new moat, OpenAI hits $10B, Meta buys Scale AI, Apple's AI struggles

Generation AI

Play Episode Listen Later Jun 17, 2025 41:32


In this episode of Generation AI, hosts JC Bonilla and Ardis Kadiu explore what it means to build truly AI-native organizations. Fresh from a CEO conference, Ardis shares critical insights about how AI-first companies are fundamentally different from traditional SaaS businesses. They break down the major AI news of the week, including OpenAI's milestone of hitting $10 billion in annual revenue, their 80% price drop on the O3 Pro model, Meta's strategic acquisition of Scale AI, and Apple's continued struggles with AI integration at WWDC. The discussion focuses on why legacy companies face serious headwinds while AI-native organizations achieve non-linear growth through speed and efficiency. This episode is essential listening for higher education leaders who need to understand how AI transformation goes beyond adding chatbots - it requires rethinking your entire operational model and organizational culture.Recent AI News Roundup (00:00:32)OpenAI reaches $10 billion annual recurring revenue milestoneO3 Pro model pricing drops 80% while delivering superior reasoning capabilitiesMeta's strategic acquisition of Scale AI to accelerate path to AGIApple's disappointing WWDC showing with continued AI integration delaysDefining AI-Native Organizations (00:13:37)AI-native as organizational fabric, not a checkbox featureEvery process designed assuming AI is always on and learningFundamental difference from traditional SaaS companies adding AI wrappersThe journey from SaaS to cloud to AI-first to AI-nativeTraditional SaaS Company Headwinds (00:18:07)Linear scaling model requiring more humans for growthIncreasing customer acquisition costs in saturated marketsLegacy code bases preventing rapid AI integration"This is how we've always done it" mentality blocking transformationAI-Native Company Advantages (00:26:19)Non-linear growth with minimal headcount (Cursor's 500M ARR example)Speed as the primary competitive moatReduced dependency on human resources for scalingBuilt-in agility enabling faster product innovation and iterationBeyond Insights to Action (00:31:45)Moving from dashboards to prescriptive actionsAI telling you what to do next, then doing it for youConsumer expectations shaped by Amazon-like experiences and ChatGPT interactionsAnchoring effect making static solutions appear outdatedOrganizational Transformation Requirements (00:36:26)AI literacy must be distributed across entire organization, not siloedAvoiding two-class employee systems that create culture clashesIndividual responsibility to seek AI-forward organizationsDaily compounding effect approach rather than overnight transformationCultural and Human Factors (00:39:33)Leadership must model AI-first behavior dailyGradient approach to transformation with consistent progressEmployee upskilling essential for career viabilityOrganizational DNA change required for true AI-native status - - - -Connect With Our Co-Hosts:Ardis Kadiuhttps://www.linkedin.com/in/ardis/https://twitter.com/ardisDr. JC Bonillahttps://www.linkedin.com/in/jcbonilla/https://twitter.com/jbonillxAbout The Enrollify Podcast Network:Generation AI is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too! Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com. Attend the 2025 Engage Summit! The Engage Summit is the premier conference for forward-thinking leaders and practitioners dedicated to exploring the transformative power of AI in education. Explore the strategies and tools to step into the next generation of student engagement, supercharged by AI. You'll leave ready to deliver the most personalized digital engagement experience every step of the way.Register now to secure your spot in Charlotte, NC, on June 24-25, 2025! Early bird registration ends February 1st -- https://engage.element451.com/register

Acquiring Minds
Geography as Moat: Building a Hometown Holdco

Acquiring Minds

Play Episode Listen Later Jun 12, 2025 101:59


Register for the webinar:SBA Loans 101 + Program Updates - Jun 12th - https://bit.ly/3FGQIqBSarah Chiles & Matthew Ferguson left careers in VC to buy the only auto repair shop for 35 miles in their native Aspen.Topics in Sarah & Matthew's interview:Backgrounds in engineering and VCPreserving local fabric by buying businessesThe “tackle shop” nature of businesses in small townsSeasonality in a small resort townGaining the respect of employeesVision of a hometown holdcoCrisis management when their operator leftModernizing and restructuring the auto repair businessFinding out what each employee wantsLong-term commitment to Aspen References and how to contact Sarah & Matthew:Sarah's LinkedInMatthew's LinkedInAspen Total AutomotiveShop Fix AcademyAdam Markley on Acquiring Minds: Getting Reps: Helping Others Look at Deals Led to a HoldcoCassi Niekamp on Acquiring Minds: Buying a $1.2m Fencing Business & Earning Trust QuicklyGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProducer by Pam Cameron

entrepreneurjourney
From Oil Fields to Faith-Fueled Startup: Curt Moore on Title Security and Tenacity

entrepreneurjourney

Play Episode Listen Later Jun 12, 2025 66:47 Transcription Available


In this episode of the Profitable Christian Business Podcast, host Doug Greathouse sits down with Curt Moore, founder of Moat Title Security, to discuss his bold leap from a 30-year corporate career in the energy sector into the world of Christian entrepreneurship. Curt shares how his faith has fueled the mission behind Moat, a startup protecting homeowners from title fraud and squatter issues. Doug and Curt dive deep into the often-overlooked threats facing property owners and how Moat's innovative legal tools proactively guard against identity theft in real estate. You'll hear candid reflections on startup struggles, the importance of passion and perseverance, and how God's guidance plays a critical role in decision-making. If you're building a business from the ground up—or protecting one you've already built—this episode offers encouragement, education, and eternal perspective. Topics Covered: Transitioning from corporate to startup life How to handle startup challenges with faith and grit Why title fraud is rising—and how to protect yourself The role of faith in overcoming entrepreneurial obstacles Practical tips for proactive financial stewardship Key Takeaways: Experience often outweighs theoretical knowledge Passion is critical to push through valleys in business Title monitoring isn't enough—protection must be proactive Christian entrepreneurs must balance vision, obedience, and strategy Customer service rooted in human connection is a key differentiator Links & Resources:

Modern Startup Marketing
238 - Your Customers (Not Your Product) Are Your Moat With Emily Kramer

Modern Startup Marketing

Play Episode Listen Later Jun 11, 2025 44:14


Emily Kramer is creator of the MKT1 Newsletter and new Dear Marketers podcast. I am a huge fan. Emily was on the show before:Ep. 141 “Mistakes To Avoid When Hiring Your First Head of Marketing” is a Top 5 most listened to episode.Ep. 183 “If Your Startup Can't Win On GTM, We Won't Invest”Here's what we cover:How's the pod going;In what (creative) ways have you seen companies leverage customers as part of their growth efforts;What's important for customer marketing efforts to impact growth;How “Ecosystem Marketing” goes beyond customer marketing and why it works so well;What does a good ecosystem look and feel like;Where do you start;What startups come to mind that are running customer marketing or ecosystem marketing plays well, who should we be watching;Emily asks me her burning question.Emily on LinkedIn: ⁠www.linkedin.com/in/emilykramerMKT1: mkt1.co⁠For more content, subscribe to Building With Buyers on Apple or Spotify or wherever you like to listen, let me know what episodes you've listened to, and don't forget to leave a review if you're lovin' the show. Music by my talented daughter.Anna on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.linkedin.com/in/annafurmanov⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠furmanovmarketing.com

DT Radio Shows
Low Orbit #256

DT Radio Shows

Play Episode Listen Later Jun 11, 2025 60:00


1hr of fresh electronic music ⚡️Like the Show? Click the [Repost] ↻ button so more people can hear it!

Smarter Building Materials Marketing
How Ayrsonics Turned Product Innovation into a Competitive Moat

Smarter Building Materials Marketing

Play Episode Listen Later Jun 9, 2025 21:46


What if being the first in your category made you the Kleenex of your market? And how do you turn that into a lasting advantage? In this episode, we talk to Dean McIntyre, president of Ayrsonics and CEO of the McIntyre Group, about building a brand that stands out in the competitive world of acoustic products. Dean shares why they diversified, how they pivoted during economic downturns, and how they're bringing manufacturing back to North America to build a more resilient business.

Short Stories for Kids: The Magical Podcast of Story Telling
REWIND THURSDAY: There's a Goat stuck in my Moat!'

Short Stories for Kids: The Magical Podcast of Story Telling

Play Episode Listen Later Jun 5, 2025 12:04


Written by Simon Chadwick⭐Check out our new sister podcast! ⭐Super Silly Stories for KidsHi! Welcome to Super Silly Stories For Kids!I'm Billy, and I'll turn your wacky ideas into a story and read it on my show! The more madcap, the better!You can find us here and all podcast platforms!APPLE: https://podcasts.apple.com/gb/podcast/super-silly-stories-for-kids/id1813628878SPOTIFY: https://open.spotify.com/show/500ATWI2FgtksZnxItd4Hx?si=kldBrFUJR9-H6yvtIsvtJAI upload a new story every Tuesday and Friday! If you want a silly story, leave your ideas in the Apple Review section or email me at supersillystories4kids@gmail.comOkay. Here we go! :)Come and follow more adventures on our animated TV show on Youtube!

The Cashflow Academy Show
Worried About the Market?

The Cashflow Academy Show

Play Episode Listen Later Jun 4, 2025 43:33


Andy, Noah, and Corey break down the current investing landscape—from the risks hidden in earnings season to the long-term impact of AI and systemic shifts in the market. The trio covers how to spot systemic vs. non-systemic risk, why volatility is both a threat and an opportunity, and how smart investors can use earnings reports without getting caught in short-term traps. Plus, they dive into the real meaning of a stock's price, what Warren Buffett gets right, and how investors can make informed decisions during uncertain times. Mentioned in This Episode:-Systemic vs. Non-Systemic Risk (BP Oil Spill, 2008 Crisis)- The VIX, Volatility, and Market Fear- Dow Chemical's Dividend Legacy- Warren Buffett's “Moat” and Durable Advantage- AI as a Systemic Market Force- Tesla, Amazon & Long-Term Growth Stories- Shiller PE Ratio, Tariffs, and Earnings Guidance TrendsCall to Action:Want to invest smarter in any market?Get your free eBook at YourInvestingClass.comLearn the six numbers that could transform your financial future.

Yoversion Podcast with John Jones >> House Music with Vision
Yoversion Podcast #141 – June 2025 with John Jones – Special Guestmix: Ryan O Gorman (Vitalik – Live from Pikes Ibiza Opening Party)

Yoversion Podcast with John Jones >> House Music with Vision

Play Episode Listen Later Jun 1, 2025 122:51


Yoversion Podcast #141 - June 2025 with John Jones - Special Guestmix: Ryan O Gorman (Vitalik - Live from Pikes Ibiza Vitalik Opening Party) TRACKLISTING Nic Fanciulli, Marc E. Bassy - Hold On // Defected Pinto (NYC) - Name Of Love // Moxy Music THE HOTSPOT Cisco Cisco - The Heat // Apersonal Wh0, Anelisa Lamola - The Power “Mason Flint Remix” // Sweat It Out BACK IN THE BOX DJ Gregory Africanism - Block Party “Baron Remix” // Yellow Productions Blackchild (ITA) - Nothing Better Than Music “Dub” // Defected 3-ON-THE-SPIN Alan Dixon, MOAT, Tom Diesel - The Underground // DFTD Fka Mash, Nduduzo Makhathini, Anna Widauer “Re-Amathambo Remix” Lazarusman, Kitty Amor - The Black Dream // REALM Records Harry Romero - Blackout // Faith The Illustrious Blacks - Suck My Disco // Soul Clap Records Your SHOUT! (Gary Manley, We Love House) Yass – I Go Deep // Grei Matter Records Riva Starr, Nic Hanson - (I'll Be Your) Paradise // Snatch Records ACID HARRY - La Bomba // Stashed THE CLASSIC TRACK Raw - Asuca “Tribal Mix” // Strictly Rhythm Special Guestmix: Ryan O Gorman (Vitalik - Live from Pikes Ibiza Vitalik Opening Party) www.YoversionRecords.com @JohnJonesDJ

TD Ameritrade Network
COST Earnings Show Substantial Moat Due to ‘Myopic' Customer Focus

TD Ameritrade Network

Play Episode Listen Later May 30, 2025 7:32


Joel Bines breaks down Costco (COST) earnings beat and rising comp sales. “It continues to outperform its peers,” he says, and its success is due to its “myopic focus” on customer experience for 30 years. “This is almost entirely an execution story,” he adds, and thinks it has a substantial moat as long as it keeps up its strategy. He also takes a look at the latest Consumer Sentiment data.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

One More Tune Radio
One More Tune Radio 615

One More Tune Radio

Play Episode Listen Later May 29, 2025 59:36


Follow on instagram for the latest: https://www.instagram.com/onemoretune_/ Track IDs: Chris Lake - Ease My Mind (Odd Mob Remix) [Black Book Records] Emanuel Satie, Tim Englehardt - Hotline [Scenarios] Alan Dixon, moAt, Tom Diesel - The Underground [DFTD] Marshall Jefferson, Maesic, Salome Das - Life is Simple (Move Your Body) [Helix Records] Romain Dary - Really That Simple [Trace Amounts] Westend & Dave Summer - Love Spell [Trace Amounts] Max Freegrant & Slow Fish - Up and Down [Freegrant Music] HIGHLITE - Step Up [Stil Vor Talent] Panthera - Fallen (Darlyn Vlys Remix) [Polaris] Lopes - Trippy Cat [Fierita Records] Ivory - Want [ICONYC] blaktone - Aim [Trace Amounts] Grum - Never Leave U [Being Records]

moat one more tune
Build with Leila Hormozi
Dig the Moat: The Real Work After the Win | Ep 278

Build with Leila Hormozi

Play Episode Listen Later May 28, 2025 18:48


In this episode, Leila (@LeilaHormozi) shares what it really takes to evolve from founder to operator, and why your company won't scale if you don't.Want to scale your business? Apply for one of our scaling workshops here: https://www.acquisition.com/podlWelcome to Build where we talk about the lessons I have learned in scaling big businesses, gaining millions in sales, and helping our portfolio companies do the same. Buckle up, because we're creating an unshakeable business.Want to scale your business? Click here.Follow Leila Hormozi's Socials:LinkedIn | Instagram | YouTube | Twitter | Acquisition

BiggerPockets Daily
Sunday Hustle: Tired of Renting? How to Save for Your First Property in ONE Year (or Less)

BiggerPockets Daily

Play Episode Listen Later May 25, 2025 35:52


Side hustles can pave the way to your first home without sacrificing your career stability, or even give you career stability! So, how can you strategically utilize multiple income streams to make this possible? Aaron Mann, host of the Sunday Hustle segment on the BiggerPockets Daily podcast and recent single-family home buyer, shares his journey and practical approach to leveraging side hustles for real estate investing via an interview on The Real Estate Rookie Podcast! In this show, you'll learn how Aaron Mann overcame obstacles like debt and rising living costs to purchase his first property by creating and executing a side hustle strategy called the MOAT method. With topics ranging from house hacking to maximizing income streams through the MOAT method, you'll discover creative ways to accelerate your real estate investing journey. Need inspiration on getting started? Aaron's firsthand experiences offer guidance for aspiring investors. Plus, we'll delve into some bonus tips, including Aaron's favorite side hustle strategies and how he plans to expand his real estate investments. Whether you're interested in voiceover work or flipping couches, these insider tactics could be the key to your next financial breakthrough. Topics Covered Utilizing side hustles to save for a down payment Aaron's journey from side hustles to purchasing his first property House hacking strategies for maximizing rental income The MOAT method: Maximize, Outline, Amplify, Tailor Negotiation tactics when buying a home The role of weekly finance meetings in budgeting and saving Side hustles in the voiceover and arts industry The importance of flexibility in your investment strategy timeline Learn more about your ad choices. Visit megaphone.fm/adchoices

Selling on Amazon with Andy Isom
#428 - Amazon's Moat Is Cracking + This Week at Weavos

Selling on Amazon with Andy Isom

Play Episode Listen Later May 24, 2025 12:14


This week, a logistics startup backed by a recent $200 million funding round made a bold move to challenge Amazon's dominance—and Walmart quietly beat Amazon at its own game: profitable, fast e-commerce delivery.   In this episode, I break down what Stord's acquisition of UPS's Ware2Go actually means for brand owners, why Walmart's store-powered fulfillment strategy is a serious threat, and how these shifts could impact your dependence on FBA.   Then, I take you behind the scenes at Weavos. I'll share clips from my strategy call with Owais, how exageration on social media is the key, and how we're optimizing our clients brands.   If you'd like us to help you as well, please visit: www.weavos.io  

AIDEA Podkast
#33 — Kdo bo zmagal AI tekmo? — RE:moat

AIDEA Podkast

Play Episode Listen Later May 23, 2025 81:58


"Economic MOAT" — a business's ability to maintain a competitive edge over its competitors. Andrej P. Škraba, Boris Cergol, Jaša Andrenšek, Simon Belak, Enej Gradišek in Klemen Selakovič se enkrat na mesec (remote / na daljavo) pogovarjamo o trenutno aktualnih tematikah iz sveta razvoja tehnologije umetne inteligence, podjetništva, ekonomije in politike. ============================= Teme ep. 33: Uvod v pogovor o generativni inteligenci Izkušnje z delavnicami in konferencami Strah pred nevednostjo in preobremenjenost Izzivi in priložnosti v svetu AI Strategije za uspeh v hitro spreminjajočem se okolju Razumevanje uporabniške izkušnje in inovacij Soočanje s hitrim napredkom tehnologije Benchmarki in prihodnost AI modelov Učinkovitost modelov in benchmarki Uporaba in testiranje AI modelov Razumevanje uporabnikov in njihovih potreb UX in dostopnost AI tehnologij Prihodnost AI in konkurenca med podjetji Meta in Facebook: Izzivi in priložnosti Industrijski podatki in AI: Priložnosti za inovacije Grok in prihodnost AI: Tehnološki napredek Etika in regulacija AI: Svoboda ali nadzor? Investicije v AI: Kje so priložnosti? Google in YouTube: Prednosti v AI svetu Zaključne misli: Prihodnost AI in tehnologije ============================= Prijavi se in vsak petek prejmi 5 linkov, ki jih ustvarjalci podkastov Dialog in RE:MOAT priporočamo tisti teden (knjige, dokumentarci, članki, podkast epizode …): https://aidea.si/aidea-mailing-lista

DAVID GAUSA presents SUTIL SENSATIONS PODCAST
Sutil Sensations #473 Music by Nic Fanciulli, Marc E. Bassy, Tiesto, Odd Mob, Goodboys, Sofia Kourtesis, Daphni, Duke Dumont, Chris Lorenzo, Rezident, Von Boch, Elissa Mielke, KILIMANJARO, Adana Twins, Ocean Flor, Dennis Cruz, Damon Jee, mOat...

DAVID GAUSA presents SUTIL SENSATIONS PODCAST

Play Episode Listen Later May 23, 2025 98:30


DAVID GAUSA presents SUTIL SENSATIONS RADIO / N#473 TRACKLIST MAY 23rd 2025 / 23 MAYO 2025 Prospa 'Don't Stop' - Circoloco Records RUFUS DU SOL 'Lately' (Enamour Remix - taken from 'Inhale / Exhale Remixed' LP) - Rose Avenue / Reprise Tiesto, Odd Mob & Goodboys 'Won't Be Possible' - Atlantic Chloe Caillet & Luke Alessi feat. Jocelyn Brown 'The One' - Disorder Hot Since 82 feat. Kuuda 'Alive' - Knee Deep In Sound KILIMANJARO feat. LEILAH 'Good Shit' - PLG / Capitol Sofia Kourtesis with Daphni 'Unidos' - Ninja Tune Rezident & Von Boch feat. Elissa Mielke 'Hold On' (taken from 'Feeling Fades' LP) - Anjunadeep --- TRACK OF THE WEEK / TEMA DE LA SEMANA Nic Fanciulli & Marc E. Bassy 'Hold On' - Defected --- THE TECH HOUSE ZONE Dennis Cruz 'Fabulous' (taken from 'Way Back' EP) - Botaniq Jude & Frank, FDVM 'Touch Me' - Toolroom Trax Chris Lorenzo 'Appetite' - Catch & Release Biscits 'Crush' - WRONG. Max Styler 'Need You Tonight' - Trick --- Duke Dumont 'Your Loving' - EMI --- THE LAIDBACK ROOM / LA SALA 2 Barry Can't Swim & O'Flynn 'Kimpton' - Ninja Tune Adana Twins, Ocean Flor 'Keep On Coming' - TAU --- DAVID GAUSA IN THE MIX: #CANELAFINA TAKEOVER Monolink 'Powerful Play' (andhim Remix) - Embassy One Deep Dish & Eynka feat. Wrabel 'Midnight' - Armada Music Tame Impala 'The Less I Know the Better' (David Mackay Remix) - White Alan Dixon x mOat x Tom Diesel 'The Underground' - DFTD Broken Hill, Soraya 'Brain Delay' (taken from 'All Stars 07' VA/EP) - Maccabi House Meca, Nezello & Jessica Gaspar 'Corre' - Watergate Damon Jee, Demian 'Memories' - Polaris --- THE CLASSIC / EL CLASICO Jocelyn Brown 'Somebody Else's Guy' - Vinyl Dreams / Island Records --- If you want to know more about DAVID GAUSA, visit: Si quieres saber mas de DAVID GAUSA, visita: http://www.davidgausa.com http://instagram.com/davidgausa http://www.facebook.com/davidgausa http://twitter.com/davidgausa http://soundcloud.com/davidgausa http://www.mixcloud.com/davidgausa http://www.youtube.com/davidgausa http://www.sutilrecords.com http://www.facebook.com/sutilrecords

The Coral Capital Podcast
Japan's Weeb Economy Explained: Where Anime, AI, and FDI Collide | Noah Smith

The Coral Capital Podcast

Play Episode Listen Later May 20, 2025 55:41


At Coral Capital's Tokyo HQ, economist and writer Noah Smith joins James Riney, Founding Partner and CEO of Coral Capital, to explore how Japan is uniquely positioned for a global resurgence. They discuss how the country can convert its global fascination into a strategic advantage, and why Japan is increasingly on the radar of institutional capital and high-net-worth investors.The conversation dives into:• The rise of the “weeb” economy” (think anime, fashion, subculture, and Japan's growing soft power on the global stage)• Why Japan is primed for greenfield FDI in AI, semiconductors, and deep tech• How Tokyo is rivaling Austin and Paris as a global tech & startup hub• Japan's untapped operational MOAT for builders and investorsIf you're working on something ambitious, we'd love to hear from you at Coral Capital!Get in touch with us hereChapters:00:00 Trailer00:52 "Weebs" and Japanese tourism05:48 Rule by law and economic factors14:22 GDP and exports17:19 Cultural mindshare and diasporas24:51 Enterprise value creation30:29 Small businesses34:46 Financial policy39:35 Immigration, fluency, zero-tolerance47:54 Exports need improvement49:35 Untapped demand50:00 Plaza Accord54:50 Book plug and outroMentioned in this episode: Battle Royale, Ruth Benedict, Sakana AI, Taiwan Semiconductor Manufacturing Company Limited (TSMC), Apple iPhone, Taro Kono, Mijoté San Francisco, The Boeing Company, Christopher Poole a.k.a. moot, Jack Ma, Silicon Valley, Dell Inc., Donald Trump, WeChat (Weixin)Connect with Noah: https://x.com/NoahpinionNoah's Substack: https://www.noahpinion.blog/Connect with James:X: https://x.com/james_rineyLinkedIn: https://www.linkedin.com/in/jamesrineyLearn more about Coral CapitalThis episode was produced & distributed with the help of our friends at Atomik Growth.

The J Curve
Joao Del Valle (EBANX) on The Future of Payments and Why Being Global by Default Is EBANX's Biggest Moat

The J Curve

Play Episode Listen Later May 20, 2025 72:57


Welcome to Season 4 of The J Curve with me, Olga Maslikhova.This week, I sit down with João Del Valle, co-founder and CEO of EBANX—one of Latin America's most iconic fintech stories and a company that built one of the most expansive cross-border payment platforms in the world.Founded in Curitiba—well outside Brazil's traditional tech hub of São Paulo—EBANX was built for scale from day one. Its global-by-design approach quickly became a powerful competitive moat, allowing the company to expand into 29 countries, process billions in cross-border payments, and power transactions for global giants like Spotify and AliExpress.In this episode, we talk about what it really takes to scale global infrastructure from Latin America, why complexity is a competitive advantage, and how João evolved from founder and CTO to CEO of a company backed by Advent International in one of their largest-ever tech deals.Here's what we cover:• How embracing regulatory and payment complexity became core to EBANX's GTM playbook• What 2022–2023 taught João about discipline, cold-blooded decision-making, and founder-mode leadership• How João leads distributed teams across the U.S., China, and Latin America• What it means to scale sustainably without blitzscaling—and still attract a firm like Advent International• How João thinks about long-term planning, investor alignment, and the path to liquidity• Tactical insight on navigating cross-border regulation, local payment rails, and real-time systems like Pix and UPIFor global operators, fintech builders, and investors looking for real lessons in execution—this episode is packed with insight.More from us: Subscribe to our weekly newsletter ⁠⁠⁠⁠⁠⁠The J Curve Insider⁠⁠⁠⁠⁠⁠, where we go beyond the podcast to break down the most exciting investment & tech trends in LATAM. Sharp. Concise. Real business strategies and market insights you won't find anywhere else. Delivered straight to your inbox.Follow us on⁠⁠⁠⁠⁠⁠ LinkedIn⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠Instagram

Real Estate Rookie
Tired of Renting? How to Save for Your First Property in ONE Year (or Less)

Real Estate Rookie

Play Episode Listen Later May 19, 2025 37:35


Many rookies assume they're years away from buying rentals, but what if your first (or next) property is much closer (and easier) than you think? Today's guest devised a detailed plan that took him from having no real estate experience to closing on his first rental property in just ONE year. Tune in to learn the tactics he used and how YOU can copy his success! Welcome back to the Real Estate Rookie podcast! Aaron Mann was tired of renting, hopping from apartment to apartment, and paying someone else's mortgage. Once his wife convinced him that homeownership was not just a dream but very achievable, they curbed their spending and saved aggressively. But that's not all. Aaron also launched a few creative side hustles that boosted their income, accelerated their down payment saving, and helped them buy their new home sooner than expected! The best part? Now they're using the house hacking strategy to help cover their mortgage payment. Whether you're actively saving for a home or need an inspirational nudge to get started, this episode has something for you. Aaron shares the “MOAT” method that helps him find side hustles worth scaling, how to negotiate with sellers, and more! In This Episode We Cover How to buy your FIRST rental property (much faster than you think!) Fast-tracking your property down payment with wildly creative side hustles Having others pay down your mortgage through house hacking Maximizing your monthly rents with the rent-by-the-room strategy How to discover scalable side hustles using Aaron's “MOAT” method And So Much More! Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/rookie-563 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
483. AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents (Medha Agarwal)

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

Play Episode Listen Later May 19, 2025 40:34


Medha Agarwal of Defy joins Nick to discuss AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents. In this episode we cover: Revenue Models and Business Models in AI-Driven Vertical Software Challenges and Opportunities in Vertical Software Defensibility and Market Differentiation Founder-Investor Relationships and Early Decision-Making Sourcing Top-Tier Talent and Seed Investing Trends Future of Work and AI's Impact Guest Links: Medha's LinkedIn Medha's X Defy's LinkedIn Defy's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Millennial Investing - The Investor’s Podcast Network
TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O'Malley

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later May 18, 2025 83:14


Daniel Mahncke and Shawn O'Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn't issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether you're tapping your card for a coffee, shopping online, or sending money abroad, there's a good chance Visa is taking a small slice behind the scenes. Visa is to the global economy what highways are to cars — an essential infrastructure layer that makes modern commerce move. In this episode, you'll learn how Visa evolved from a consortium of banks to a dominant public company, how it defends its massive competitive moat, where growth will come from beyond traditional card payments, whether emerging technologies like account-to-account payments pose a real threat, how to think about Visa's valuation, plus so much more! Prefer to watch? Click ⁠⁠⁠here⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:04 - How Visa's business model works and how it earns money from transactions17:49 - Why every player in the payment process needs Visa26:54 - Visa's origin story and how BofA's BankAmericard changed banking forever55:36 - Where Visa's growth will come from in the future47:50 -  What are Visa's Value Added Services and New Flows57:44 - Why Visa's Moat is so impenetrable1:01:31 - Who are Visa's competitors and what are the overarching risks1:10:07 - Whether Visa is attractively valued at current levels1:19:10 - Whether Shawn & Daniel add V to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠. Visa's latest Annual Report. Book to understand Payments: The Pay Off. The Acquired Podcast on Visa. Visa Investor Day 2025 Presentation. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠Nintendo⁠⁠⁠, ⁠⁠⁠Airbnb⁠⁠⁠, ⁠⁠⁠AutoZone⁠⁠⁠, ⁠⁠⁠Alphabet⁠⁠⁠, ⁠⁠⁠Ulta⁠⁠⁠, ⁠⁠⁠John Deere⁠⁠⁠, and ⁠⁠⁠Madison Square Garden Sports⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠here⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠Premium Feed⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠X (Twitter)⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠TikTok⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠here⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠TIP Finance⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠favorite Apps and Services⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠best business podcasts⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: • CFI Education • ⁠Airbnb Connect with Shawn: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Email⁠⁠⁠ Connect with Daniel: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Email⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Speaking Out of Place
The Gaza Tribunal: Creating an Archive Against Genocide

Speaking Out of Place

Play Episode Listen Later May 16, 2025 50:24


This episode of Speaking Out of Place is being recorded on May 15, 2025, the 77th anniversary of the 1948 Nakba, which began the ongoing ethnic cleansing of Palestinians from their land. We talk with Lara Elborno, Richard Falk, and Penny Green, three members of the Gaza Tribunal, which is set to convene in Saravejo in a few days.  This will set in motion the process of creating an archive of Israel's genocide of the Palestinian people with an aim to give global civil society the tools and inspiration it needs to further delegitimize Israel, end its genocidal acts, help bring about liberation for the Palestinian people.Lara Elborno is a Palestinian-American lawyer specialized in international disputes, qualified to practice in the US and France. She has worked for over 10 years as counsel acting for individuals, private entities, and States in international commercial and investment arbitrations. She dedicates a large part of her legal practice to pro-bono work including the representation of asylum seekers in France and advising clients on matters related to IHRL and the business and human rights framework. She previously taught US and UK constitutional law at the Université de Paris II - Panthéon Assas. She currently serves as a board member of ARDD-Europe and sits on the Steering Committee of the Gaza Tribunal. She has moreover appeared as a commentator on Al Jazeera, TRTWorld, DoubleDown News, and George Galloway's MOAT speaking about the Palestinian liberation struggle, offering analysis and critiques of international law.Richard Falk is Albert G. Milbank Professor Emeritus of International Law at Princeton University (1961-2001) and Chair of Global Law, Faculty of Law, Queen Mary University London. Since 2002 has been a Research Fellow at the Orfalea Center of Global and International Studies at the University of California, Santa Barbara. Between 2008 and 2014 he served as UN Special Rapporteur on Israeli Violations of Human Rights in Occupied Palestine.Falk has advocated and written widely about ‘nations' that are captive within existing states, including Palestine, Kashmir, Western Sahara, Catalonia, Dombas.He is Senior Vice President of the Nuclear Age Peace Foundation, having served for seven years as Chair of its Board. He is Chair of the Board of Trustees of Euro-Med Human Rights Monitor. He is co-director of the Centre of Climate Crime, QMUL.Falk has been nominated for the Nobel Peace Prize several times since 2008.His recent books include (Re)Imagining Humane Global Governance (2014), Power Shift: The New Global Order (2016), Palestine Horizon: Toward a Just Peace (2017), Revisiting the Vietnam War (ed. Stefan Andersson, 2017), On Nuclear Weapons: Denuclearization, Demilitarization and Disarmament (ed. Stefan Andersson & Curt Dahlgren, 2019.Penny Green is Professor of Law and Globalisation at QMUL and Fellow of the Academy of Social Sciences. She has published extensively on state crime theory, resistance to state violence and the Rohingya genocide, (including with Tony Ward, State Crime: Governments, Violence and Corruption, 2004 and State Crime and Civil Activism 2019). She has a long track record of researching in hostile environments and has conducted fieldwork in the UK, Turkey, Kurdistan, the Occupied Palestinian Territories, Israel, Tunisia, Myanmar and Bangladesh. In 2015 she and her colleagues published ‘Countdown to Annihilation: Genocide in Myanmar' and in March 2018 

Energizing Bitcoin
#069 – Dan Morrison – Turning Stranded Waha Gas into Bitcoin

Energizing Bitcoin

Play Episode Listen Later May 14, 2025 54:53


Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) sit down with oil-patch veteran-turned-Bitcoin-miner Dan Morrison to unpack Waha-gas economics, off-grid data centers, and why 2025 may finally be the oil-and-gas adoption year for Bitcoin mining.Show Notes00:00 Wildlife-podcast banter, Missouri recording location, and Dan's long-overdue appearance 01:42 First meeting at the 2021 “secret” Houston Bitcoin meetup 03:10 Dan's background: bankrupt E&P turnaround and “MBA-on-steroids” lessons 05:26 Buying distressed New Mexico assets & naming the venture “Amalgamated Sludge” 07:48 Paying $80/ TH for ASICs at the cycle peak and booting 1.3 MW of self-mining 10:55 Turning negative Waha gas into revenue: hosting deals, vintage ASIC strategy, 8-month ROIs 14:08 Why old oilfield operators resist Bitcoin—and what finally breaks the inertia 16:41 Basis differentials, dashed strip-price hopes, and why 2025 looks like the adoption inflection 19:15 Valuing green- vs brownfield sites for AI: speed-to-energize premiums & $/MW math 22:37 Gas-fired turbines, Elon's Memphis play, and “BYOP” (bring your own power) legislation in Texas 25:02 “Moat mining”: pairing AI inference loads up front with flexible Bitcoin mining in back 27:40 Hydrocooling vs immersion and designing mines to survive the next two halvings 29:55 EPA rollbacks, CO₂ rules, and a regulatory pendulum swinging toward gas gen-sets 32:04 Ideal 2025 build: low-basis gas, Rocky Mountains or Permian, hydro-cooled S19-class fleet 34:30 Bridging cultures: tech speed vs. oil-patch hierarchy when herding data-center cats 36:12 Texas Mining Fight Club group texts, community collaboration, and swapping spare breakers 38:45 Future meetups, “super-secret” May 19 event, and final shout-outs

Run The Numbers
Riding the Wave of Innovation: Lessons From Surfline's 40-Year Business Evolution

Run The Numbers

Play Episode Listen Later May 5, 2025 58:34


How does a surf forecasting platform evolve into a multi-pronged company with B2C subscriptions, advertising, B2B SaaS, and even some hardware? Dustan Berg, former equity analyst and current VP of Finance at Surfline Wavetrak, Inc., joins CJ to discuss the evolution of Surfline's business model and the nuances of running this 40-year-old startup. Dustan explains the role of data as a moat and how Surfline navigates retention and increasing wallet share in a business model that's tied to user identity. He also talks about some of the frameworks he uses to maintain focus on strategy and what he learned about asking the right questions from his days as an equity analyst.If you're looking for an ERP, head to NetSuite: https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows—without the hidden fees or unreliable support. Trusted by companies like Linear and Runway, Pulley helps turn ownership into a strategic advantage. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Tabs is the AI-native platform automating contract-to-revenue for fast-growing finance teams. Whether you're working with custom terms, usage-based pricing, or hybrid sales models, Tabs eliminates manual reconciliations and late-night deadlines—giving you clean, automated revenue data from contract to cash. Companies like Cortex and Statsig trust Tabs to streamline invoicing, rev rec, and cash application. If you're still closing the books like it's 2015, it's time for an upgrade: tabs.inc/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.Rippling Spend is a spend management solution that handles your entire company's spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.—LINKS:Dustan Berg on LinkedIn: https://www.linkedin.com/in/dustan-berg-cfa-b7a58634/Surfline: https://www.surfline.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS(00:00) Preview and Intro(02:34) Sponsor – Pulley | Tabs | Tropic(08:18) How to Measure a Wave(12:30) Intro to Surfline: A 40-Year-Old Startup(16:36) Sponsor – Netsuite | Planful | Subscript | Ripling(21:09) The Evolution of Surfline's Business Model(25:38) B2B SaaS and Hardware Versus Just B2C Subscriptions and Advertising(28:01) Data as a Moat(32:34) The Nuances of Running a B2C Model Versus a B2B Model(35:07) Net Dollar Retention Versus Gross Retention(39:18) How Surfline Defines an Active User(40:22) Retention in a Business Model That's Tied to User Identity(43:41) Lessons on Asking Questions From a Former Equity Analyst(45:38) Dustan's Framework for Maintaining Focus on Strategy(47:22) Talking About Business Versus Talking About Numbers(51:05) Dustan's Favorite Buffett or Munger Quote(52:49) Long-Ass Lightning Round: A Formula Error on an Annual Plan(54:00) Advice to Younger Self(54:23) Finance Software Stack(56:29) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Catalog & Cocktails
TAKEAWAYS - What is Data + AI Observability and Why It's Part of Your Competitive Moat with Barr Moses

Catalog & Cocktails

Play Episode Listen Later May 1, 2025 4:10


Barr Moses, CEO & Co-Founder of Monte Carlo, challenges the notion that models alone create competitive advantage, arguing instead that the real moat lies in how organizations manage their proprietary data and ensure end-to-end reliability. Tim and Juan chat with Barr to get the Honest, No-BS scoop of what AI observability is (hint, it's really data + AI) and how organizations can build resilient AI applications.

Catalog & Cocktails
What is Data + AI Observability and Why It's Part of Your Competitive Moat with Barr Moses

Catalog & Cocktails

Play Episode Listen Later May 1, 2025 53:09


Barr Moses, CEO & Co-Founder of Monte Carlo, challenges the notion that models alone create competitive advantage, arguing instead that the real moat lies in how organizations manage their proprietary data and ensure end-to-end reliability. Tim and Juan chat with Barr to get the Honest, No-BS scoop of what AI observability is (hint, it's really data + AI) and how organizations can build resilient AI applications.

BiggerPockets Daily
The Daily Hustle: The MOAT Method Tackles Voiceover Side Hustles

BiggerPockets Daily

Play Episode Listen Later Apr 27, 2025 27:19


Unlock Your Wealth with Voiceover Skills – Find Success in a Side Hustle! Ever thought of turning your voice into a money-making machine? How can you start without a Hollywood resume or top-tier acting chops? Aaron Mann, seasoned voiceover artist, reveals his journey and tips to help you turn your voice into your next profitable side hustle. You'll learn the basics of breaking into the voiceover industry, from initial setups to creating high-quality demos that grab attention. We'll cover everything from essential equipment to top websites for finding gigs. Interested in turning a side hustle into a lucrative career? Here's how to amplify your voiceover business! Aaron will uncover additional tips on finding the right voiceover niche, working with agencies, and maximizing your earning potential. Get ready to transform your potential passion for performance into a rewarding venture! In This Episode We Cover The initial steps and equipment needed to start in voiceover [08:17] Key resources and websites for finding gigs and building experience [14:24] Tips for creating a high-quality demo reel without breaking the bank [19:10] How to tailor your voiceover skills to specific niches in the industry The process of working with agencies and amplifying your business [16:27] Have a side-hustle you want to share? Send in an application to be on the show at biggerpockets.com/hustle! Learn more about your ad choices. Visit megaphone.fm/adchoices

Open Market
From Brand Safety to Suitability with Michael Bishop and Rich Raddon

Open Market

Play Episode Listen Later Apr 23, 2025 30:19


OpenAds CTO (and former Moat engineer) Michael Bishop and Zefr CEO Rich Raddon join Eric and Joe to discuss the evidence-based case (or lack thereof) for brand safety, why we should shift our mindset from safety to suitability and contextual targeting, the link between suitability and performance, and how AI is changing the space. Plus, Michael drops the term "poststructuralist" on the pod, a philosophical allusion for the ages.

BiggerPockets Daily
BP Daily's NEW ‘Daily Hustle' Series: The MOAT Method Side Hustle Strategy

BiggerPockets Daily

Play Episode Listen Later Apr 20, 2025 22:48


Daily Hustle: Turning Side Hustles into Potential Full-Time Success! You can turn your passion projects into potential full-time jobs, and we're here to talk to you about how. How can you use your side hustles to generate startup capital and eventually achieve your dream of financial independence? [01:34] Aaron Mann, BiggerPockets' Media Ad Operations manager and side hustle veteran, is here to share his insights and personal journey. [00:28] In this show, you'll learn the nitty-gritty of how to turn your side hustles into lucrative opportunities that can fund your real estate investments and more. [01:34] Get ready to dive deep into Aaron's "MOAT Method" for building wealth and securing your financial future in an engaging, relatable, and informative way. [03:58] Plus, Aaron will give you a sneak peek into the exciting bonus content he has in store for you in future episodes, including expert guest interviews and actionable advice that could change your financial trajectory. [00:18] In This Episode We Cover Maximizing your existing skills and knowledge for side hustles [07:49] Outlining target jobs and finding the right fit [08:32] Amplifying your skills through online learning/courses and networking [12:10] Tailoring your resume and cover letter for job applications [15:27] Step-by-step guide to Aaron's "MOAT Method" for success [03:54] Real-life examples and personal success stories And So Much More! Learn more about your ad choices. Visit megaphone.fm/adchoices

100x Entrepreneur
$0 To $5M In 6 Months: Sharad Sanghi On Why Local AI Clouds Matter NOW | Neon Show

100x Entrepreneur

Play Episode Listen Later Apr 11, 2025 51:54


Meet Sharad Sanghi who built India's first data center, he spent 25 years building Netmagic, India's largest data center company. He came to India in 1995, worked at VSNL as the country was discovering the internet, and built a company focused on internet for businesses.Now he is building Neysa, an AI cloud startup, which recently raised $50M to help businesses adopt AI, all from India. With Neysa businesses can use AI without writing a lot of code or use five different tools to run it. And do everything—train models, test them, deploy them, and monitor them—in one single dashboard.Sharad has a lot of perspective to share—as someone who was at the forefront while India adopted the internet, and now, the AI wave.If you're building in AI, part of an enterprise exploring AI, or simply thinking about where India is in the AI race—this episode is for you.0:00 – Trailer02:00 – How Neysa makes AI easy & cheap?04:37 – From datacentre to AI06:54 – 1200 GPUs & 15 Clients07:24 – Selling internet to Businesses12:03 – Why India Needs Local AI Clouds13:20 – How Neysa Plans to Stand Out15:14 – Is Scaling a Hyperscaler Easy?19:26 – Can India Shift from IT to AI?26:40 – AI in Large Enterprises vs Mid-Market27:51 – AI Revolution vs Cloud in 200631:06 – What's the Moat for AI Startups?33:08 – Is Private Data the Real AI Goldmine?35:59 – Why Product & GTM Matter Early On38:06 – Why Scaling must come before Demand42:12 – OpenAI's edge on Deepseek?44:52 – How should enterprises navigate AI?46:32 – Did Only NVIDIA Predict the AI Boom?48:17 – Founder 1.0 V/S 2.0-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

Chit Chat Money
S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI)

Chit Chat Money

Play Episode Listen Later Apr 9, 2025 55:40


On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss:(03:33) Historical Overview of S&P Global(11:44) Business Segments of S&P Global(12:47) The Ratings Segment and Its Moat(18:52) Software and Market Intelligence(24:46) Commodities and Mobility Segments(30:59) Evaluating S&P Global's Valuation(32:17) Understanding the S&P 500 Index(34:25) S&P Global's Revenue Growth and Margins(37:25) Corporate Culture and Management Structure(43:59) Assessing the Moat of S&P Global(47:31) Valuation and Financial Projections*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Front Row
Manhunt play by Robert Icke, new Edwardians exhibiition, film director Waris Hussein

Front Row

Play Episode Listen Later Apr 7, 2025 42:44


Theatre director Robert Icke's production of Oedipus won best revival and a best actress award for Lesley Manville at last night's Olivier Awards - but his new play Manhunt is now demanding his attention at the Royal Court Theatre in London. The drama focuses on the story of Raoul Moat who attacked his ex-girlfriend and killed her new boyfriend before a stand-off with armed police which ended in his suicide. Samira talks to Robert Icke and to Samuel Edward-Cook who plays Moat. The Edwardian era - from Queen Victoria's death to the start of the First World War - is the subject of a new exhibition at the King's Gallery in London. Samira is joined by its curator Kathryn Jones from the Royal Collection Trust and by the historian and Alwyn Turner, author of Little Englanders: Britain in the Edwardian Era.The Swinging Sixties bring to mind films like Michael Caine's Alfie and the social realist dramas like Up The Junction. But A Touch of Love, released in 1969 and now getting a fresh outing on DVD, offers up an unusual female perspective on the era of free love. Margaret Drabble adapted her own novel the Millstone for the film which starred Sandy Dennis - alongside a young Ian McKellen in his first screen role. We hear from its director Waris Hussein - who also directed the first episodes of Dr Who.

SEO Is Not That Hard
Data Wins in SEO: Data is Your Moat.

SEO Is Not That Hard

Play Episode Listen Later Mar 26, 2025 12:22 Transcription Available


Send us a textSEO Is Not That Hard is hosted by Edd Dawson and brought to you by KeywordsPeopleUse.com Help feed the algorithm and leave a review at ratethispodcast.com/seo You can get your free copy of my 101 Quick SEO Tips at: https://seotips.edddawson.com/101-quick-seo-tipsTo get a personal no-obligation demo of how KeywordsPeopleUse could help you boost your SEO and get a 7 day FREE trial of our Standard Plan book a demo with me nowSee Edd's personal site at edddawson.comAsk me a question and get on the show Click here to record a questionFind Edd on Linkedin, Bluesky & TwitterFind KeywordsPeopleUse on Twitter @kwds_ppl_use"Werq" Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 4.0 Licensehttp://creativecommons.org/licenses/by/4.0/

0xResearch
Can Frontends Act as a Moat? | Josh Litchman & Tolks

0xResearch

Play Episode Listen Later Mar 10, 2025 65:56


In this episode, we're joined by the one and only Josh Litchman to discuss the power of front-end moats, building effective feedback loops, and the evolving landscape of crypto gaming. The conversation dives into how opinionated front ends shape user behavior, why order flow is the ultimate asset, and how games like Pixels leverage behavioral economics. We also explore the shift from traditional front ends to trading bots, the challenges of designing sustainable in-game economies, and the growing role of liquid funds in crypto markets. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi's Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We're conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow Josh: https://x.com/joshlitchman Follow Tolks: https://x.com/_tolks Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:39) Sui's World Liberty Finance Announcement (7:24) Defensive vs Growth Tokens (16:32) Can Front Ends be a Moat? (28:13) The Shift to Trading Bots (42:53) dYdX Snippet (45:29) Crypto Gaming Today (55:13) How Can Onchain Games Capture Users? -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Compounders: The Anatomy of a Multibagger
Building a Moat Around Sky Harbor Group with Tal Keinan, CEO of Sky Harbor Group (NYSE American: SKYH)

Compounders: The Anatomy of a Multibagger

Play Episode Listen Later Mar 3, 2025 64:27


My guest on the show today is Tal Keinan, the CEO of Sky Harbor Group, a publicly traded developer and operator of airplane hangars. Before conducting the interview, I had the opportunity to learn a lot about Sky Harbor from an investor friend who owns the stock and knows the company as well as just about anyone on the planet. That led to a deep, rich conversation where we covered: The process by which Sky Harbor became public; Whether Sky Harbor is a real estate company, an operating company—or both; An overview of the supply and demand dynamics for business aircraft hangar space; How Sky Harbor views the threat of emerging competition; and The economics and returns associated with developing new hangars. For full disclosure, I am not a Sky Harbor shareholder. For more information about Sky Harbour Group, please visit: https://skyharbour.group/ Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

AIDEA Podkast
#32 — xAI Grok 3, no-code rešitve, Deep Research & prihodnost robotike — RE:moat

AIDEA Podkast

Play Episode Listen Later Feb 25, 2025 75:34


Igra, ki sem jo sprogramiral z Lovable: https://astra-math-invaders.lovable.app/ ============================= "Economic MOAT" — a business's ability to maintain a competitive edge over its competitors. Andrej P. Škraba, Boris Cergol, Jaša Andrenšek, Simon Belak, Luka Dremelj in Klemen Selakovič se enkrat na mesec (remote / na daljavo) pogovarjamo o trenutno aktualnih tematikah iz sveta razvoja tehnologije umetne inteligence, podjetništva, ekonomije in politike. ============================= Tematike: V pogovoru smo obravnavali trenuten napredek AI modelov, predvsem Grok 3, ki ga je razvil Elon Musk. Razpravljali smo o značilnostih različnih AI modelov, izzivih skaliranja in prihodnosti kvantnega računalništva.  Raziskovali smo razvoj no-code rešitev in demokratizacijo programiranja. Poudarili smo prihodnost humanoidnih robotov, izzive regulacije v Evropi in potencialne družbene odzive na robote v gospodinjstvu in zdravstvu. ============================= Prijavi se in vsak petek prejmi 5 linkov, ki jih ustvarjalci podkastov Dialog in RE:MOAT priporočamo tisti teden (knjige, dokumentarci, članki, podkast epizode …): https://aidea.si/aidea-mailing-lista