Podcasts about Moat

Steve Cox, CEO of Clari + Salesloft, joins Sam Jacobs and Asad Zaman to argue that SaaS is far from dead. Steve took the CEO role in December 2025 to merge two of the biggest brands in go-to-market tech into what he calls the world's first predictive revenue system. Topics include the narrative war pushing investors to bet against SaaS-era companies, his one non-negotiable hiring trait, and how to merge two former rivals without one culture eating the other. Plus, a Quiz Pro Quo on go-to-market headcount across US tech and a Bulls and Bears round to close. Key Takeaways: - The AI-native startup boom is already hitting a retention wall, and Steve is watching it arrive deal by deal. As Steve Cox, CEO of Clari plus Salesloft, put it: "the amount of AI native companies that come across my desk now that... are up for sale, you know, they've run out of funding... they grew to 2, 3, 4 million of ARR pretty quickly and then struggled with retention." His read is that everyone knows AI exists now, so driving real adoption "has become more important than ever." - Steve reframes the AI hype cycle as the next layer of infrastructure the industry will absorb, the way it absorbed cloud and big data. As he points out, "how many of us are gonna be talking about AI 3 years from now, 4 years from now?... when was the last time someone mentioned the cloud or Internet of Things or big data?" He expects AI to "layer into everything that we do," which is why he is embedding it into existing revenue workflows rather than fundamentally rebranding the company around it. - The one non-negotiable trait Steve screens for in every executive hire is low ego, because he believes "high ego kills innovation and kills speed." He pairs that with blunt clarity for a merged workforce, telling his first all-hands "It's okay to not to want to be here," so the people who do not buy into the combined company can find the exit fast instead of dragging it down. - Sam Jacobs, CEO of Pavilion, argues a profitable SaaS business with strong retention should ignore where the market trades today. "In the short term, markets are voting machines. In the long term, markets are weighing machines," he said, adding that if you are profitable with good retention, "your customers are voting for you on behalf of the market." The job, in his framing, is to be right long enough that you never have to tap the capital markets at the wrong moment. Connect with the Hosts & Guests: Host: Sam Jacobs, CEO at Pavilion - https://www.linkedin.com/in/samfjacobs/ Host: Asad Zaman, CEO at Sales Talent Agency - https://www.linkedin.com/in/azaman1/ Guest: Steve Cox, CEO at Clari + Salesloft - https://www.linkedin.com/in/steve-cox-588a2024/ Topline is more than a YouTube Channel: Subscribe to Topline Newsletter: https://toplinemedia.substack.com/ Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack Chapters: 00:00 Introducing Steve Cox 02:07 From Bananas to Enterprise Tech 03:05 Can SaaS Beat AI Startups? 04:33 AI Hype and the 95% Problem 06:57 The CEO Integration Playbook 10:27 Hiring for Low Ego 15:30 AI Startups Landing on His Desk 21:10 The SaaS vs AI Narrative War 26:23 Is Patience a Moat? 33:43 The Predictive Revenue System 38:21 Quiz Pro Quo 44:10 Merging Two Rivals 49:40 Culture After a Merger 59:03 Founder Mode vs Operators 1:02:48 Bulls and Bears

Building a Moat Into a Startup Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Startups in the early days have little to protect the business beyond intellectual property. As the company grows, the startup can build a stronger moat. Here are some key steps for building a moat into a startup: Network effects -- grow the network within your customer base to strengthen the business. Design the product and the marketing to connect others to the customer base. Platforms -- design a platform into the solution offered. A platform brings reduced cost and greater capabilities versus one-off products. Integrate with partners -- use APIs and other technical connections to create a seamless solution for customers. Integrations add value and are difficult to compete against. Bundle products -- package several services into a single product. Through bundling, one creates a better solution that appeals to a broader audience. Long-term sales contracts -- signing long-term contracts provides a moat. Customers who want to switch will find it costly, and competitors will get tired of waiting for the customer to come back to the table. Proprietary data -- data that is unique to the business adds value. Unique data can be mined for additional products and services. Brand -- build a brand that provides a unique promise to the customer. Brands take time to build but can provide an additional moat for the company. Consider these steps in building a moat into your startup. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _______________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

What happens when you strip away decades of engineering abstractions and let AI navigate the wild west between your initial intent and the final outcome? This week on Dev Interrupted, Anush Elangovan, VP of AI Software at AMD, returns to unpack the rapid shift toward an agentic software development lifecycle. Anush introduces the concept of "Agentic IO," a workflow where engineers focus strictly on high-level goals while AI handles the complex implementation. The conversation also highlights the expanding productivity wingspan of modern developers, the power of local open source models, and why speed remains the ultimate competitive moat. Learn why: LinearB is a Leader in the 2026 Gartner® Magic Quadrant™ for Developer Productivity Insight PlatformsFollow the show:Subscribe to our Substack Follow us on LinkedInSubscribe to our YouTube ChannelLeave us a ReviewFollow the hosts:Follow AndrewFollow BenFollow DanFollow today's guest:AMD ROCm: Learn more about AMD's open-source software stack for AI at rocm.docs.amd.com and on GitHub.AMD Advancing AI 2026: Register for AMD's flagship global AI event taking place July 22-23 in San Francisco at amd.com/advancing-ai.Follow Anush on LinkedIn: Anush Elangovan | AMD blogOFFERSStart Free Trial: Get started with LinearB's AI productivity platform for free.Book a Demo: Learn how you can ship faster, improve DevEx, and lead with confidence in the AI era.LEARN ABOUT LINEARBAI Code Reviews: Automate reviews to catch bugs, security risks, and performance issues before they hit production.AI & Productivity Insights: Go beyond DORA with AI-powered recommendations and dashboards to measure and improve performance.AI-Powered Workflow Automations: Use AI-generated PR descriptions, smart routing, and other automations to reduce developer toil.MCP Server: Interact with your engineering data using natural language to build custom reports and get answers on the fly.

Drie-op-een-rij! Ook OpenAI heeft nu de papiertjes voor zijn beursgang ingediend. Wat moet het bedrijf allemaal doen om beleggers het hof te maken de komende maanden? Het lijkt er op dat ChatGPT wordt omgekat om veel meer zakelijke abonnementen te kunnen gaan leveren. Met andere woorden: het heeft goed naar de concurrent gekeken! Kan het Anthropic nog de pas af snijden of is het gedoemd daar achteraan te hobbelen? En aan de overkant staat Apple: Siri krijgt haar zoveelste make-over, maar nog veel belangrijker is toch al die hardware die het aandeel de lucht in moet blijven helpen Dat, en... Europese Chip Act? De topman van ASML bijt terug 200 bedrijven verslaan de MSCI World Index dankzij AI-hausse BYD groeit nauwelijks in China en maar topvrouw ziet het zonnig in De nieuwe auto van Spyker! De beursgang van nóg een AI-bedrijf: Perplexity Te gast: Robbert Manders van het Antaurus Europe Fund. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Drie-op-een-rij! Ook OpenAI heeft nu de papiertjes voor zijn beursgang ingediend. Wat moet het bedrijf allemaal doen om beleggers het hof te maken de komende maanden? Het lijkt er op dat ChatGPT wordt omgekat om veel meer zakelijke abonnementen te kunnen gaan leveren. Met andere woorden: het heeft goed naar de concurrent gekeken! Kan het Anthropic nog de pas af snijden of is het gedoemd daar achteraan te hobbelen? En aan de overkant staat Apple: Siri krijgt haar zoveelste make-over, maar nog veel belangrijker is toch al die hardware die het aandeel de lucht in moet blijven helpen Dat, en... Europese Chip Act? De topman van ASML bijt terug 200 bedrijven verslaan de MSCI World Index dankzij AI-hausse BYD groeit nauwelijks in China en maar topvrouw ziet het zonnig in De nieuwe auto van Spyker! De beursgang van nóg een AI-bedrijf: Perplexity Te gast: Robbert Manders van het Antaurus Europe Fund. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Founder and self-described "agentic power broker" Charles Cormier on why human relationships are the one moat AGI can't cross, how to use a podcast as your B2B funnel, and why comfort is death.

#youtube #chatgpt #supergrok #podcastWelcome back to So Lead Saturday. I'm Chibi version of Vaishali Lambe, and today we are talking about The New A I Career Moat.The core idea for today is simple: Your moat is translation: turning technical complexity into business clarity.This topic matters because A I is no longer something that sits only inside research labs or innovation teams. It is now entering everyday workflows, business decisions, product roadmaps, leadership conversations, and career planning. But with that growth comes a lot of confusion. We hear big words, exciting demos, and bold predictions. Yet in the real world, success with A I usually comes down to something much more practical: clarity, workflow design, trust, and measurable value.Let's start with what people often misunderstand.When a new A I trend becomes popular, many people immediately focus on the tool. They ask: Which model should I use? Which platform is best? Which app is trending right now? Those questions are useful, but they are not the starting point. The better starting point is: what problem are we solving, who is affected, what decision needs to improve, and what workflow needs to become easier?That difference matters.A tool-first approach creates scattered experiments. A workflow-first approach creates business value.Until we meet, happy leading, and let's lead together. Stay safe. Bye for now.

PHP Podcast – June 4, 2026 Hosts: Eric Van Johnson & John Congdon Another fun episode of the PHP Podcast! Here’s what we covered: PHP Tek 2027 — New Dates, Bold New Format Mark your calendars: PHP Tek 2027 is happening April 27–29 in Chicago, and Eric and John are shaking things up. Rather than a straight three-day PHP conference, next year gets three tracks — two of which are familiar PHP-focused content, and a third specialty track that rotates each day: one day of JavaScript, one day of DevOps, and one day of Laravel. The Laravel track is specifically focused on how developers actually use the framework day-to-day, not a product pitch. Single-day passes will be available, so if you’re only coming for the DevOps or JS day, you’re covered. One important heads-up: there’s a big convention happening at a venue nearby in Rosemont, so the hotel block could sell out faster than usual. When they open reservations, don’t wait. Holly the Elephant Is Going Fast The PHP Architect conference elephant, named Holly, is now available at store.phparch.com, and demand has been remarkable. Eric woke up one morning to a flood of orders and genuinely couldn’t figure out what happened. The warning from last year applies here: people said they’d grab Tony later, and now Tony is gone forever. Holly ships June 17th for most orders, but if you’ve already ordered, it’s likely on its way. Get yours while you can. PHP Tek TV Is Doing Something Different This Year In past years, conference talk videos would get edited and uploaded weeks (or months) after the event. This year, John is doing things differently: the raw, unedited recordings are going up now, with timestamps in the description so you can jump straight to specific talks — some rooms recorded a seven-hour continuous feed and just left it running. The clean edited versions are still coming (a video editor friend in the UK is on it), but if you want to see a talk right now, the raw version is there. Audio quality varies by room, but it’s watchable. Immich — A Self-Hosted Google Photos That Actually Works John has been running Immich, a self-hosted photo management platform, in a Docker container for about a month and loves it. It does facial recognition, GPS tagging, and auto-uploads from his phone — essentially everything he cares about in Google Photos, without handing his photos to Google or Apple. He’s now planning to use it as the PHP Architect conference photo library, centralizing all the Tech photos in one browsable, shareable place. It’s fully open source, with no licensing cost, and an optional donation tier. If you’re sick of paying ever-increasing storage bills to big tech companies, this is worth a look. Ben Ramsey’s PHP Tek Homecoming Article Is Free to Read The May issue of PHP Architect magazine is now available to digital subscribers, and this month’s free article is Ben Ramsey’s piece on the PHP Tek homecoming experience. Eric reached out to Ben last minute and he delivered. If you’ve never subscribed, this is a low-barrier way to see what the magazine is like. Head to phparch.com, grab the free article, and if you like what you see, subscriptions are not expensive. John Is Resurrecting a Legacy Laravel App — With Claude’s Help John has been grinding away on a Laravel 6 app that was a passion project years ago and has now been revived as an actual client project. Using Claude to methodically baby-step through each version upgrade — starting with writing tests to establish a baseline — he’s worked up through the major Laravel versions. The turning point came when he hit the version where the old event sourcing package (Prooph) was clearly on its way out, and the decision was made to migrate to Verbs, Nuno Maduro’s Laravel-native event sourcing package. John’s now looking forward to it. He’s also accidentally been burning tokens on the company Anthropic account (not his personal account), which Eric caught live on air. They are going to talk about it after the show. Eric’s Mystery Side Project Is Almost Ready — If DNS Would Cooperate Eric teased a new side project last week and intended to reveal it this week, but he’s stuck waiting on DNS propagation. The domain was registered with DigitalOcean DNS already in use by a previous owner, so Eric moved it to Cloudflare — only to discover there may be a conflict because the previous owner was also on Cloudflare. The result: the name servers are stuck on old values. John’s live suggestion was to move it to Route 53, and Eric was immediately sold. The project is almost ready to show the world, DNS gods willing. Meta’s AI Support Bot Got Socially Engineered Eric shared a video demonstrating how someone prompt-injected Meta’s AI customer support bot into sending a verification code to an attacker-controlled email address — and then using that code to add the email to an account, enabling a full password reset and account takeover. The irony: Meta is the company behind Llama and has some of the deepest AI expertise on the planet, and they still shipped a support bot with permissions it shouldn’t have. Eric’s point was pointed: you can fire a human employee who gets social engineered, which creates accountability throughout the team. An AI has no such incentive structure. Crowbarring AI into account-modification workflows without appropriate guardrails is just asking for this. The PHP Foundation Now Publishes Board Meeting Minutes Eric discovered that the PHP Foundation has started publishing their board meeting minutes in a public GitHub repository. Nothing earth-shattering yet, but seeing who attended, what was discussed, and what decisions are being made gives the community a real window into how the foundation operates at scale. It also helps explain something Eric and John have always found interesting: why PHP stalled so hard between versions 5 and 7. There was no foundation, no financial backing, just volunteer hours. Now there’s a paid staff and governance structure — and the minutes show exactly how complex running something at PHP’s scale actually is. The PHP Foundation Has a Dedicated Security Team Now Speaking of the Foundation, it now has a dedicated security team — a sign of how seriously the supply chain attack problem has gotten. AI tools are being deployed by black hat actors to find vulnerabilities in open source projects at a scale that wasn’t possible before. PHP is not just another open source project; it underpins a massive slice of the web, and companies depend on it staying secure. Having a team specifically focused on this is the right call, even if it’s a sobering reminder of where the threat landscape is heading. Moat — Nuno’s GitHub Security Auditing Tool Nuno Maduro (of Laravel fame) quietly shipped a tool called Moat that audits your GitHub presence for security gaps. Install it globally via Brew or Composer, point it at your GitHub org, a specific repo, or even a specific branch, and it gives you a report on where your security posture could be improved. It’s read-only — it won’t change anything — and it’s explicit that it is not a security certification. Eric wants to use it to audit the PHP Architect organization’s repos, many of which haven’t been touched in years. Think of it as a fast, opinionated triage tool, not a replacement for a real security audit. Links from the show: PHP Tek 2027 — Chicago, April 27–29 PHP Architect Store — Holly the Elephant Immich — Self-Hosted Photo Management PHP Architect Magazine Verbs — Laravel Event Sourcing by Thunk Moat — GitHub Security Auditing by Nuno Maduro PHP Foundation on GitHub PHP Architect Discord Host: Eric Van Johnson X: @shocm Mastodon: @eric@phparch.social Bluesky: @ericvanjohnson.bsky.social PHPArch.me: @eric John Congdon X: @johncongdon Mastodon: @john@phparch.social Bluesky: @johncongdon.bsky.social PHPArch.me: @john Streams: Youtube Channel Twitch Connect & Hire PHP Architect Website Twitter/X Mastodon Hire PHP Developers Looking to hire PHP developers? Email support@phparch.com – Joe and the team are available for consulting, infrastructure work, Ansible playbooks, and code review. Partner This podcast is made a little better thanks to our partners Displace Infrastructure Management, Simplified Automate Kubernetes deployments across any cloud provider or bare metal with a single command. Deploy, manage, and scale your infrastructure with ease. https://displace.tech/ PHPScore Put Your Technical Debt on Autopay with PHPScore CodeRabbit Cut code review time & bugs in half instantly with CodeRabbit. Music Provided by Epidemic Sound https://www.epidemicsound.com/ Join Us Live Next Week Youtube Channel Got feedback? Join us on Discord at discord.phparch.com The post The PHP Podcast 2026.06.04 appeared first on PHP Architect.

Steven Leibel believes the best settlements happen before trial — because the defense already knows you're willing to go. In this episode, Steven breaks down why authentic community relationships still outperform flashy marketing, how trial readiness increases case value, and why self-financing cases gives his firm more control when pursuing maximum outcomes. After more than four decades practicing law and securing over $800 million in verdicts and settlements, Steven shares the operational and courtroom mindset behind building a respected, trial-ready reputation. If you want a digital presence that reflects your true firm identity and captures high-value cases, head over to Rankings.io. On this episode, you'll learn: Why authentic community relationships outperform transactional marketing. The real economics behind expert witnesses, case building, and trial prep. How self-financing gives firms more leverage in high-value litigation. Why healthy internal disagreement leads to stronger courtroom outcomes. If you like what you hear, hit Subscribe. We do this every week. Buy tickets for PIMCON 2026: https://hubs.li/Q04bf9vT0 Subscribe to our newsletter:  newsletter.rankings.io Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

Join Angel Cisneros, Founder and CEO of Saptiva AI, for a deep dive into the structural mechanics of building tech ecosystems that endure. In 2007, two years before WhatsApp launched, Angel co-founded Quiubas Mobile, converting a lean, bootstrapped messaging social network into the dominant underlying telecommunications backbone for all of Latin America. WhatsApp itself became his first Silicon Valley client, relying completely on the layer he built. Now, following Quiubas' high-profile acquisition by Twilio, Angel is executing the exact same playbook for the artificial intelligence era. In this episode, we explore why raw silicon and generic LLM models are commodities, and why the ultimate moat belongs to the orchestration and control plane.

Sherwood Callaway is the founder of Sazabi (YC P26), the AI-native observability platform built for engineering teams who ship fast. He previously founded and exited a YC company — now he's back, betting that logs are all you need to replace Datadog.Logs Are All You Need: Rethinking Observability with AI Agents // MLOps Podcast #381 with Sherwood Callaway, the Founder of Sazabi

#youtube #chatgpt #supergrok #podcastWelcome back to So Lead Saturday. I'm Chibi version of Vaishali Lambe, and today we are talking about The New A I Career Moat.The core idea for today is simple: Your moat is translation: turning technical complexity into business clarity.This topic matters because A I is no longer something that sits only inside research labs or innovation teams. It is now entering everyday workflows, business decisions, product roadmaps, leadership conversations, and career planning. But with that growth comes a lot of confusion. We hear big words, exciting demos, and bold predictions. Yet in the real world, success with A I usually comes down to something much more practical: clarity, workflow design, trust, and measurable value.Let's start with what people often misunderstand.When a new A I trend becomes popular, many people immediately focus on the tool. They ask: Which model should I use? Which platform is best? Which app is trending right now? Those questions are useful, but they are not the starting point. The better starting point is: what problem are we solving, who is affected, what decision needs to improve, and what workflow needs to become easier?That difference matters.A tool-first approach creates scattered experiments. A workflow-first approach creates business value.Until we meet, happy leading, and let's lead together. Stay safe. Bye for now.

Nvidia was tot nu toe een van de sloomste chipaandelen van het jaar. Intel, AMD, Samsung, SK Hynix en zelfs ons eigen Besi fietsten de gifgroene chipreus lachend voorbij. Maar misschien is dat nu voorbij! Het bedrijf komt met een nieuwe superchip en dat betekent - naar eigen zeggen - een heel nieuw tijdperk voor computers. Het betekent in ieder geval flinke pijn voor beleggers in Qualcomm en Intel. Iets verderop zitten beleggers in Arm, Microsoft, ServiceNow en Hewlett Packard juist feest te vieren. We bespreken waarom. Verder doet de opvolger van Warren Buffett zijn eerste overname, in een totaal andere business: huizen bouwen in de VS. We bekijken waarom Berkshire opeens 6.8 miljard dollar in een sector plempt waar het kroonjuweel van Buffett al flinke belangen in heeft. Gast Erik Mauritz heeft het te doen met Greg Abel, die moeilijk in de voetsporen van het Orakel van Omaha kan treden. Maar toch ziet hij in Berkshire Hathaway een van de betere manieren om jezelf te beschermen tegen oververhitte AI-aandelen wereldwijd. Oh ja, en vlák voor uitzending diende Anthropic nog even de vertrouwelijke documenten in voor zijn beursgang. Nondeju! Verder in deze aflevering: SpaceX en vage cryptoconstructies, futurecontracten en andere dubieuze derivaatjes SoftBank steekt 75 miljard euro in grootste datacenterproject van Europa Wapengekletter: Czechoslovak Group aast nog steeds op een belang in KNDS, maar moet daarbij Franse en Duitse staat dulden CEO-loos Heineken Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Nvidia was tot nu toe een van de sloomste chipaandelen van het jaar. Intel, AMD, Samsung, SK Hynix en zelfs ons eigen Besi fietsten de gifgroene chipreus lachend voorbij. Maar misschien is dat nu voorbij! Het bedrijf komt met een nieuwe superchip en dat betekent - naar eigen zeggen - een heel nieuw tijdperk voor computers. Het betekent in ieder geval flinke pijn voor beleggers in Qualcomm en Intel. Iets verderop zitten beleggers in Arm, Microsoft, ServiceNow en Hewlett Packard juist feest te vieren. We bespreken waarom. Verder doet de opvolger van Warren Buffett zijn eerste overname, in een totaal andere business: huizen bouwen in de VS. We bekijken waarom Berkshire opeens 6.8 miljard dollar in een sector plempt waar het kroonjuweel van Buffett al flinke belangen in heeft. Gast Erik Mauritz heeft het te doen met Greg Abel, die moeilijk in de voetsporen van het Orakel van Omaha kan treden. Maar toch ziet hij in Berkshire Hathaway een van de betere manieren om jezelf te beschermen tegen oververhitte AI-aandelen wereldwijd. Oh ja, en vlák voor uitzending diende Anthropic nog even de vertrouwelijke documenten in voor zijn beursgang. Nondeju! Verder in deze aflevering: SpaceX en vage cryptoconstructies, futurecontracten en andere dubieuze derivaatjes SoftBank steekt 75 miljard euro in grootste datacenterproject van Europa Wapengekletter: Czechoslovak Group aast nog steeds op een belang in KNDS, maar moet daarbij Franse en Duitse staat dulden CEO-loos Heineken Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much about the business behind it.  Our guest is Sean Barrett, founder, managing partner, and chief investment officer of Counter Global, who holds Toast as one of his largest positions and walks us through how a restaurant point of sale company became the operating system that runs the restaurant. He argues that Toast is best understood as the operating system for the restaurant rather than a payments terminal with software attached, and that the business grows as fast and as profitably as it does because the company spent years building purpose-built hardware, a multi-tenant software platform, and a sales force on the ground before it moved into new markets across grocery, enterprise, hospitality, and international.  We also discuss why a business winning roughly half of new restaurant openings in the United States still trades at a multiple that looks closer to a mature company than a category killer. Please enjoy this Breakdown of Toast. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠⁠⁠⁠ here.⁠⁠⁠⁠⁠⁠⁠ ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠ ⁠Portrait Analytics⁠⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ⁠⁠⁠⁠⁠portraitresearch.com⁠⁠⁠⁠⁠ ----- Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Business Breakdowns (00:03:19) Toast Business Overview & Financials (00:06:31) Recurring vs. Reoccurring Gross Profit (00:07:39) Nuance on Revenue Semantics (00:10:05) Transformation from 2020 to Today (00:11:51) Full Product Offering Overview (00:14:13) Revenue Model — Recurring vs. Transaction-Based (00:16:08) Net Take Rate (00:17:22) Software Side of Revenue (00:18:49) Hardware & SaaSpocalypse Connection (00:22:31) AI Offering & What They're Shipping (00:27:01) Impact of 8% Revenue Uplift for Restaurants (00:27:12) Competitive Landscape (00:32:44) Switching & Churn Dynamics (00:34:52) Competitive Advantage & Moat (00:37:43) Management Team & Culture (00:39:57) $10B Gross Profit TAM & Runway (00:44:01) Valuation Approach (00:45:53) Key Risks (00:48:32) Key Lessons

今回のGCP Houseは、5月12〜14日にサンフランシスコ・サンマテオで開催された、世界最大級のB2B SaaSカンファレンス「SaaStr AI Annual 2026」の振り返り回。GCP投資先経営陣とともに現地入りした湯浅・工藤の2人が、昨年からの変化と、米国最前線で起きていることの本質を議論しました。工藤執筆の現地レポートもぜひ合わせてご覧ください。「米国AI駆動GTMの最前線 ー SaaStr AI 2026から見えた成長への渇望」https://x.com/_mayumayu13/status/2056147908706332895?s=20昨年のSaaStrを覆っていたのは、「AIで何ができるかわからない。でも、とにかくやらなければ」という焦りでした。一方、今年は明らかに次のフェーズへ。AIは“アシスタント”ではなく、“エージェント”として業務に組み込まれ、GTM・CRM・組織のあり方そのものが書き換わり始めています。今回の収録で繰り返し語られたキーワードが、「Speed is Moat」の進化。1年前は、“とにかく速く動く”という抽象的な焦りとして語られていたものが、今では「何を、なぜ、どこまでエージェント化するのか」という具体戦略とセットで議論されるようになっていました。■概要Vercel・Anthropicの実装事例に見る、AI-Native GTMの解像度スポンサー席を塗り替えた、新興AI-Native CRM企業の本気度“見えないインフラ”として浮上するセマンティックレイヤー元LinkedIn幹部が語る、「3年で人員1/3」という組織変革への意識シリコンバレーの外側では、米国はまだそこまで変わっていないという見落とされがちな論点日本のスタートアップ／事業会社にとって、この構造変化はどんな機会になるのか現地で見た景色と温度感を、これから半年〜1年の戦い方を描き直すための材料として持ち帰っていただけたら嬉しいです。■プロフィールGCP パートナー 湯浅エムレ秀和GCP プリンシパル 工藤真由

✨ Become a founding member to access my online courses, including Jurassic Worlding and How To Live In The Future✨ Browse and buy all of the books we discuss on the show at Bookshop.org✨ Stream and download my music at artist-owned Subvert.fm✨ Learn about Atlas Research Group, my new team on a mission to build sovereign infrastructure for social coherence and collective intelligenceAbout This EpisodeThis week's guest is C. Thi Nguyen (Website | Wikipedia | X), associate professor of philosophy at the University of Utah and a specialist in the philosophy of games, the philosophy of technology, and the theory of value. In our first conversation on Future Fossils, we explored his writing on games as an art form in which agency is the medium. His new book, The Score: How to Stop Playing Somebody Else's Game, takes that logic further and reveals the games that bind society together with institutional metrics — one of the most powerful, pervasive, and invisible technologies of all time.Thi's thesis hinges on the observation that a metric is never just a number. It's a value judgment dressed up in the costume of objectivity, a down-sampling of our richly multidimensional world into proxies that can travel efficiently between strangers. And with every subsequent compression of meaning into portable, scalable, decontextualized form, our metrics progressively displace place itself — the nuance of our singular, non-fungible lives — and define what we can even aspire to be.Thi calls this kind of cognitive enclosure “value capture”: when an institution uses metrics to coordinate across distance and difference, it engineers a context-invariant kernel that can travel between strangers without requiring shared background, history, or care. The power of these abstractions is real. So is their violence.We can use metrics instrumentally, holding them lightly as useful fictions. But more often than not we forget things like GPA, GDP, or KPIs started life as somebody else's choices — that someone, somewhere, decided what to count and what to ignore — and we begin to inhabit the metric as if it were reality itself: optimizing our lives, desires, and identities for a scoring system we didn't author and may never have consciously accepted.Games show us another way. By Thi's account, games are a medium for the transmission of different kinds of agency, a technology for practicing the very awareness that metrics erode: that metrics are cultural constructs, and we still have some choice in what to value. When you're playing, you know you're playing. The magic circle of the game space is a low-stakes laboratory for inhabiting a different set of values, and therefore different selves. Therein lies a whole philosophy of freedom, and in a moment when the infrastructure of meaning-making is being rebuilt from the ground up, recovering our capacity to see the game of modern life as a game may be the most important skill we have.But there's a twist that takes us beyond the scope of Thi's book and into the question that's been keeping me up at night for the last two years. With AI, we've tunneled so far into abstraction that we may have come out the other side. Large language models now allow us to translate between different perspectives, to ground insights from our aggregate intelligence in personal detail. If you've ever used a chatbot to explain physics to you as a specific human being, based on your own data vault, and in the style of a specific author, you know what I mean. Socrates' critique of written language in Phaedrus — that it couldn't “read the room” or know its audience — feels somewhat less relevant in an age when the generation of text is powered by systems with such a high-dimensional and granular view of things that we are no longer bound to one canonical version of anything. Is AI the apotheosis of our enclosure by institutional metrics, or is it the medium through which we are finally able to take a post-ironic stance on the constraints of modern life?It's starting to look like a world in which everything is a metric and everything is a game. And just maybe, that means we can renegotiate these tradeoffs…as long as we don't take ourselves too seriously.And with this, we circle back around to the core question of this project: As we approach the horizon where anything is possible, what should be? Who do you want to be, and what games will make you that person?Chapters00:00 Episode Teaser03:50 Intro Monologue09:11 Meet C. Thi Nguyen17:43 Value Capture Explained23:48 The Gap between Measured & Valued35:29 Recognition vs. Perception42:48 Games vs. Institutions46:43 Is Meaning Control an Interface Problem?49:09 How Rules Became Algorithms54:17 Fungibility & Monocropping56:38 Is Coordination at Scale a Red Herring?01:03:14 Art Provides Hope01:16:17 AI Futures & Values01:32:27 Thanks & AnnouncementsMentioned ResourcesAre humans destined to evolve into crabs? by Michael GarfieldCoarse-graining as a downward causation mechanism by Jessica FlackThe Computer as a Communication Device by J.C.R. Licklider and Robert TaylorPaul Smaldino & C. Thi Nguyen on Problems with Value Metrics & Governance at Scale (EPE 06) for Complexity PodcastThe natural selection of bad science by Paul Smaldino & Richard McElreathSlowed canonical progress in large fields of science by Johan Chu & James EvansJargon is a Moat by Second VoiceTrust in Numbers by Theodore PorterRules by Lorraine DastinSeeing Like A State by James C. ScottThe Power of Maps by Dennis WoodsDilla Time by Dan CharmasMetaphors We Live By by George Lakoff & Mark JohnsonMarshall McLuhanReiner KniziaLangdon WinnerSamantha MatherneIain McGilchristKevin Kelly

Jake Stauch is the co-founder and CEO of Serval, the AI-native enterprise service management platform. Serval was founded in 2024 and has already raised over $125M across rounds led by Redpoint and Sequoia at a $1B+ valuation. Before Serval, Jake spent five years on the product team at Verkada and earlier founded NeuroPlus, a brain-sensing hardware company that made video games for kids with ADHD.In this episode of Summation, Jake and Auren discuss:Why Anthropic has added more ARR in the past few months than ServiceNow has in the past 20 yearsThe "forward deployed engineer" hire and why he recruits future founders instead of solutions engineersWhy talent density is the only remaining moat in the age of AIThe Silicon Valley collusion around not poaching each other's employeesYou can find Auren Hoffman on X at @auren and Jake Stauch on X at @jakeserval

Most founders using AI today are building the same thing.Same prompts. Same outputs. Same products.So the real question isn't "How do I use AI?"It's "How do I stay differentiated when everyone has access to the same models?"This week on Zero to One, we sat down with Olivier Toubia, professor at Columbia Business School and a leading researcher on AI, innovation, and entrepreneurship.

David unpacks the Ethereum Foundation exits, the Polymarket / UMA Oracle dispute mess revealed by the WSJ, and OpenAI's push to sell guaranteed compute on 1–3 year commits. Enjoy! TIMESTAMPS: (00:00) Intro (01:23) ETH Foundation Departures (17:00) Polymarket Dispute Judges (27:11) OpenAI Guaranteed Compute FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW SPONSORS Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER 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.

Big moves at the top of the ASX, inflation heating up in the US, and a beaten-up healthcare names under the microscope. In this episode, Bryce, Alec and Mr.Beat-Up unpack BHP overtaking Commonwealth Bank, CSL's brutal fall from grace, and whether TransMedics' organ transplant technology can justify the risk after its share price has been cut by two-thirds.In this episode:00:00 — Intro & Welcome Mr Beat Up01:31 — Budget Fallout Hits Banks & Housing Stocks03:14 — BHP Overtakes CBA as Australia's Biggest Company06:06 — CSL Falls Out Of The ASX Top 1009:38 — New Fed Chair & Rising US Inflation11:51 — Mr Beat Up: TransMedics15:05 — Why TransMedics Is Beaten Down?18:31 — The Bull Case: 4-Step Stock Checklist21:39 — How Big is the Moat?25:21 — Can it Reinvest it's Profits Productively?27:05 — Is TMDX an Affordable Stock?29:06 — The Final VerdictStocks & ETFs mentioned: CSL (ASX: CSL), BHP (ASX: BHP), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), NAB (ASX: NAB), ANZ (ASX: ANZ), Westpac (ASX: WBC), Macquarie Group (ASX: MQG), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Betashares Global X Metals ETF (ASX: WIRE)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Jason Li, CTO of Laurel, reveals how the company is turning timesheets into the AI playbook for the entire knowledge-work economy. Jason breaks down why $2,000/hour lawyers still spend Saturdays manually filling out time in six-minute increments, how Laurel's AI platform automatically captures every click, email, and meeting, and why data (not code) is the only real moat left in the age of the SaaSpocalypse. Jason shares how Ernst & Young is using Laurel to identify high-leverage work, why Laurel deliberately integrates with "decades-old" software like Classic Outlook that most startups ignore, and the counter-intuitive reason your best rainmakers should never be forced into cookie-cutter roles again. He also explains why Laurel doesn't train its own LLM, how they run AI feedback loops that self-iterate prompts, and the frameworks leaders can use to actually measure AI ROI instead of just surveying "did it help?" Key Topics Covered: Why "what gets measured gets managed" is the most important rule in AI adoption The Moneyball insight that changed how Jason thinks about metrics How Laurel auto-generates timesheets for lawyers and accountants Why Ernst & Young chose Laurel for their tax group The hidden cost of manual timesheets for $2K/hour professionals How Laurel maps knowledge work to a company's "work ontology" Why decades-old software (Classic Outlook) is a competitive moat, not a liability The SaaSpocalypse: what survives when AI eats applications How to measure if an AI tool actually delivers ROI Why data, not models, is the real defensible asset in AI Episode Timestamps: 00:00 - Intro 00:25 - The Peter Drucker quote that shaped Jason's career 02:49 - A Moneyball analogy for AI adoption 03:25 - What Laurel actually does: the AI platform that maps time to outcomes 07:19 - Why every business (not just law firms) needs time visibility 09:17 - Inside the Ernst & Young deployment 12:27 - Jason's journey to becoming CTO at Laurel 14:21 - Live product demo: Laurel's work ontology engine 17:49 - How AI shifts the line between high and low leverage work 21:15 - What onboarding a 2,000-person firm actually looks like 23:06 - The technical architecture behind Laurel's desktop client 28:35 - Why Laurel doesn't train its own LLM 29:39 - How Laurel handles AI models "getting worse" overnight 33:35 - Capturing time for work that doesn't happen on a computer 37:17 - AI adoption meets employee behavior change 41:54 - The SaaSpocalypse and why Laurel's moat is data, not software 48:00 - Why Jason left Ironclad to join Laurel 51:16 - Jason's answer to The AI Why's signature closing question Jason Li's Socials: LinkedIn: https://www.linkedin.com/in/jasonhli/ Laurel: https://www.laurel.ai Partner Links Upgrade your AI toolkit: https://www.theaireport.ai/ai-executive-pass Subscribe to our free newsletter: https://newsletter.theaireport.ai/subscribe Join the community: www.theaireport.ai/leaders-launch-guide Learn more about your ad choices. Visit megaphone.fm/adchoices

Most people leave money on the table every time they swipe — not because they're careless, but because the credit card rewards ecosystem is genuinely complicated. Thousands of cards, millions of merchants, shifting bonus categories, buried benefits. The promise of AI is that it can do that optimization work invisibly, in the background. Today I'm joined by Tikue Anazodo, co-founder and CEO of Kudos — an AI-powered smart wallet that tells you which card to use at checkout, recommends cards based on your spending habits, and layers on additional rewards on top of what your cards already earn. Kudos has raised over $17 million, is backed by QED Investors, and was named to Forbes' Fintech 50. Tikue, welcome to Tearsheet.

https://www.gethookd.ai/learn/4-best-moat-ad-search-alternatives-to-try-in-2026/Oracle shut down Moat Ad Search in 2024, leaving marketers scrambling for alternatives. Learn about the four platforms stepping up to fill the void, why creative fatigue demands constant iteration, and how AI is transforming ad production workflows in 2026. GetHookd LLC City: Miami Address: 40 SW 13th street Website: https://www.gethookd.ai/

Welcome to a new episode of ASMR Sleep.In this episode, you will hear the rain falling into a quiet stone moat.What sounds would you like to hear next time? Leave a comment in the review

Connect with Early Riders // Connect with OnrampPresented 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 Liam, Brian, and Michael cover Coinbase's recent earnings report, the degradation of their competitive moat, the American Banking Association's panic due to the Clarity act, the implications of Circle's new token, and the significant moves made by institutions like BNY Mellon and Kraken.Chapters00:00 - Coinbase's Earnings & Layoffs02:59 - Market Position & Competition06:11 - The Future of Coinbase & Leadership Challenges09:03 - Circle's New Token & Coinbase Relationship12:10 - The Clarity Act & Stablecoin Regulations14:53 - The Role of Traditional Banks in Crypto18:11 - Tokenized Securities & Market Innovations33:17 - Tokenization & Financial Evolution39:35 - Institutional Moves in Crypto Custody42:50 - Kraken's Strategic Acquisition47:54 - The Future of Crypto Funds51:09 - Emerging Financial Products & AI IntegrationIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/

Six Flags posted a strong Q1: 2.9 million guests (+4%), net revenues up 12% to $225.6 million, and per-cap spending up 6% to $69.26. More interesting, though, is that the new regional pass is driving cross-park visitation, and CEO John Reilly named SoCal and Texas as the markets where the pass is already working. Six Flags is leaning into this by announcing expanded summer programming and teasing new holiday programming at select parks. As some budget-conscious guests look to trim spending, Six Flags is positioned well geographically to capture that ‘trade-down' demand.Disney beat on the top and bottom: $25.17 billion in revenue (+7%) and adjusted EPS of $1.57. The stock popped about 7% on the day. Experiences revenue hit a Q2 record at $9.49 billion, with operating income of $2.6 billion, even as domestic parks attendance fell 1% on softer international visitation. Per-capita spending at domestic parks was up 5%. Hugh Johnston said the company has not seen any change in consumer behavior due to elevated gas prices, and Disney World forward bookings are pacing strongly, even with a 40% increase in cruise capacity. The most striking move on the call was Josh D'Amaro's reframing of Disney+ as the centerpiece of the company, calling it "the single most significant opportunity" the company has.Listen to weekly BONUS episodes on our Patreon.

This episode of 100 Year Thinkers brings together Chris Mayer and Ian Cassel for a deep discussion on long-term stock picking, microcap investing, business quality, AI disruption, management teams, and the behavioral skills that separate great investors from great analysts. They explore why the edge in investing may increasingly come from judgment, presence, relationships, patience, and the ability to hold the right businesses through uncertainty.Matt Zeigler and I had the privilege of hosting Ian Cassel and Chris Mayer for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Available now on Excess Returns Podcast and Talking Billions.

While B2B companies debate whether to "embrace AI," one of the fastest-growing HR platforms in the world is already asking its designers to ship production code, run their own research, and rethink what a UI is in the first place.In this episode, Avi Ashkenazi — Senior Product Design Director at Deel, where 97 product designers work without a physical office, operate directly with the CEO, and are expected to unblock themselves — breaks down what actually separates designers who thrive in high-velocity environments from those who flame out. He makes the case that taste, devotion, and the willingness to stay opinionated are what AI can't automate, and explains why "vibe coding" will always hit a wall the moment a client asks for something exact.We also cover:Why Deel built a "Delight" team — and what it tells you about the ROI of caring about the emotional texture of your product, not just its functionalityThe agentic design system Deel is actively building, where interfaces construct themselves on demand and no two users ever see the same pageHow to run a 120-person distributed design org with no office and quarterly themes that actually move everyone in the same direction

This episode of our new showThe 100 Year Thinkers brings together Chris Mayer and Ian Cassel for a deep discussion on long-term stock picking, microcap investing, business quality, AI disruption, management teams, and the behavioral skills that separate great investors from great analysts.They explore why the edge in investing may increasingly come from judgment, presence, relationships, patience, and the ability to hold the right businesses through uncertainty.Subscribe to the 100 Year Thinkers on Spotify⁠⁠⁠⁠Subscribe to the 100 Year Thinkers on AppleTopics CoveredWhy being present with management teams may still be an investor edge in the age of AIHow microcap investing differs from small-cap, mid-cap and large-cap investingWhy talking to management can build conviction but also create biasHow Chris Mayer thinks about vertical market software, mission-critical systems and AI disruptionWhy AI may become table stakes rather than a durable competitive advantageHow small companies can use AI to improve workflows, sales, inventory and productivityWhy many microcaps have short shelf lives and rarely become true long-term compoundersThe role of intelligent fanatics, owner-operators and repeat winners in great investmentsWhy management transitions can create powerful microcap opportunitiesThe difference between being a great analyst and being a great investorWhy execution, position sizing, selling losers and holding winners matter more than hit rateHow Matt and Bogumil apply the lessons to AI, business quality and the limits of small business scalabilityTimestamps00:49 Introducing Chris Mayer, Ian Cassel and 100 Year Thinkers04:59 Ian Cassel's first management meeting and XM Satellite Radio09:00 Why management meetings deepen understanding but can also mislead14:32 Chris Mayer on the real edge in long-term investing18:40 Mission-critical software, systems of record and AI disruption22:45 How microcap companies are using AI in real businesses27:02 AI as table stakes and when disruption creates opportunity31:29 Why most microcaps have short shelf lives35:51 Finding Tom Brady before the market knows he is Tom Brady40:53 Why owner-operators and intelligent fanatics matter45:03 Second-in-command leaders, repeat winners and chips on shoulders49:27 Analyst vs investor and the missing skills of stock picking54:00 Using data to identify investor strengths, weaknesses and decision errors58:14 Position sizing and letting small positions earn the right to grow01:03:00 Peter Lynch, stocks as businesses and learning to think like an owner01:07:00 AI, human judgment and the limits of automation01:11:00 Why not every small business can become the next Facebook01:15:00 Where to follow Bogumil and the 100 Year Thinkers series

Western Digital CEO Irving Tan on the global memory supply crunch and “a lot more opportunity” to expand pricing. Tech has been the key driver of the market's huge April rally. Is it needed to make new highs from here? Plus, three scenarios on why high oil prices have not had a bigger impact on markets.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Data in Biotech, host Ross Katz sits down with Jesse Johnson, founder of Merelogic, a software consulting firm specializing in data infrastructure for biotech organizations.  Jesse brings a rare perspective to the conversation: having built data systems at Google where engineers control the data collection function end to end, before moving into biotech, where the biology does what it wants and bench scientists, not engineers, generate the data.  The result is a grounded, pragmatic take on one of the most consequential and underappreciated questions in life sciences right now: as bio foundation models fundamentally change the value equation for experimental data, are biotech labs structured to capture that value?  Jesse argues the answer is usually no and that the fix is less technical than most assume. It doesn't require a production-grade data pipeline or a cloud architecture. It requires lightweight, human-readable standard operating procedures, clear expectations between computational and wet lab teams, and a data strategy designed not just for the questions you're asking today, but for the ones you don't yet know you'll need to ask. What you'll learn in this episode:  >> Why the transition from tech to biotech requires a fundamental reset of assumptions about data infrastructure and why the biggest difference isn't technical, it's organizational. >> How bio foundation models have flipped the value equation for experimental data by reducing the cost of organizing it while dramatically increasing the potential return >> How the strategic value of proprietary data is evolving in the biotech ecosystem, from Tahoe Therapeutics building an acquirable single-cell dataset to Eli Lilly's Lowe lab using data as currency for partnerships  >> Why electronic lab notebooks aren't going anywhere and how the real question facing biotech software teams isn't whether to use an ELN, but how to balance schema rigidity against the flexibility required for the long tail of one-off exploratory assays that no automation pipeline will ever fully capture Meet our guest: Jesse Johnson is the founder of Merelogic, a software consulting firm that works with biotech and biopharma organizations on data infrastructure and data operations strategy. Jesse writes regularly about data strategy for biotech on his Substack, covering topics from bio foundation model adoption to the evolving role of electronic lab notebooks in an AI-augmented research environment. Connect with Jesse Johnson on LinkedIn: https://www.linkedin.com/in/jesse-johnson-biotech/ Follow Merelogic on Linkedin: https://www.linkedin.com/company/merelogic/ About the host: Ross Katz is Principal and Data Science Lead at CorrDyn. Ross specializes in building intelligent data systems that empower biotech and healthcare organizations to extract insights and drive innovation. Connect with Ross Katz on LinkedIn: https://www.linkedin.com/in/b-ross-katz/ Connect with us: Follow the podcast for more insightful discussions on the latest in biotech and data science.Subscribe and leave a review if you enjoyed this episode! Sponsored by… This episode is brought to you by CorrDyn, the leader in data-driven solutions for biotech and healthcare. Discover how CorrDyn is helping organizations turn data into breakthroughs at CorrDyn.

Was glückliche Ehen und gute Führung gemeinsam haben

Models are converging. Chinese open source models are catching up. Applications are becoming the moat.In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed examine the shifts shaping AI, markets and Europe's role.From DeepSeek's progress to the EU AI Act, the focus is on where the real competitive edge is forming, alongside cyber incidents, the race between frontier labs, and why coding is central to how AI systems improve and are used, before closing on pressure in private credit and what it could mean for SaaS.Key highlightsChinese open-source AI is rapidly closing the gap with US leadersThe EU is considering revisions to its AI Act, including scope and timeline changesCyber incidents reveal systemic data management failuresFrontier labs are moving up the stack into applications, with coding central to progressPrivate credit exposure to SaaS could lead to repricingTimestamps(00:00) Intro and overview of key topics(05:45) DeepSeek V4 and model competition(11:30) EU AI Act discussions(16:45) Cyber breaches and data governance issues(21:30) Digital ID systems and Estonia's model(26:30) Sergey Brin, DeepMind and AI coding race(32:00) SpaceX, Cursor and AI distribution strategy(39:30) Private credit, space sovereignty, predictions and week aheadSubscribe to EUVC, the home of European tech, for more insights: ⁠https://www.eu.vc/subscribe

Evan Spiegel, the co-founder and CEO of Snap, is one of the very few people in the world who has successfully built and scaled a lasting consumer social product. Snapchat has nearly 1 billion MAUs, and Evan and his team invented some of the most important consumer products and features, including Stories, AR glasses, swipe-based navigation, the camera as the primary UX, and a lot more.In our in-depth conversation, we discuss:1. Why distribution is now the biggest challenge for creating a consumer technology business2. How Snap innovates at scale with a 9-to-12-person design team: no titles, no hierarchy, hundreds of ideas reviewed weekly with the CEO3. Why a pure software business is no longer a moat, and what actually creates durable competitive advantages today4. How AI is changing the way designers work and why they're now shipping code5. Why every major Snap feature was copied and how that forced the company to work differently6. Evan's prediction that humanity's comfort with AI will be a bigger bottleneck than the technology itself7. This year's crucible moment for Snap—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs: https://workos.com/lennyVanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/snapchat-ceo-why-distribution-is—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Evan Spiegel:• X: https://x.com/evanspiegel• Snapchat: https://www.snapchat.com/@evan• LinkedIn: https://www.linkedin.com/in/evan-spiegel• Website: https://www.spiegelfamilyfund.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Evan Spiegel(02:28) Why consumer social products are so hard to build(04:31) How Snapchat cracked distribution with close friends, not network size(05:50) Why distribution is the new moat in the AI era(08:39) Snapchat's innovation track record (and why software isn't a moat)(11:39) Why Snap is betting on two of the hardest businesses: consumer social and hardware(16:00) Specs use cases(17:56) The innovation process(21:34) The velocity of design work at Snapchat(25:07) Why Evan says you must talk to customers(26:06) The origin story of Stories(28:25) How screenshot detection saved early Snapchat(31:03) Why they waited to hire PMs—and what role they play now(34:41) How AI is shifting the designer-PM-engineer triad(36:10) Design as an intentional bottleneck for product cohesion(37:24) Why staying close to customers matters for any leader(39:39) What Evan looks for when hiring designers(41:57) How to develop young design talent(44:16) Designers shipping code with AI—and the guardrails needed at scale(47:20) Using jobs-to-be-done to organize AI transformation(48:50) How the CEO job has changed over 15 years(51:30) Learning to communicate(54:08) Why this year is Snapchat's “crucible moment”(56:22) Being the “middle child” in tech(57:51) Screen-time philosophy with four kids (ages 2 to 15)(1:01:08) AI Corner(1:04:02) Contrarian Corner(1:06:04) Lightning round and final thoughts—References: https://www.lennysnewsletter.com/p/snapchat-ceo-why-distribution-is—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

This article went viral in group chats and on X in Q1-26: the "2028 Global Intelligence Crisis" from Citrini Research. It's a thought experiment — not a prediction — written as a fictional macro memo from June 2028 imagining how an AI-driven economic spiral unfolds. I read it at 10pm and couldn't stop. It gave me a lot to think about regarding brand, marketing, and where human value actually lives in this new landscape.In this episode I break down the scenario — white-collar displacement, consumer AI agents dismantling brand loyalty, DoorDash going out of business because a machine finds a cheaper option — and then I explain why I think the thing it gets most right has nothing to do with economics. It's about taste.POV is the moat. Taste is the moat. AI is an LLM — it's math, it's predictive, it is not intelligent — and the people who will continue to be valuable are the ones who can look at an output and say: that doesn't land, that's not funny, that word doesn't belong in a premium brand's copy. That discernment is developed over years. It is not promptable.I also talk about what it means for younger people who may never get the junior roles that build that taste in the first place — and why that matters more than most people realize.Links mentioned:Citrini Research: 2028 Global Intelligence CrisisWork with me:Marketing Surgery (1:1 strategy): emilybinder.com/callPodcast Surgery Workshop: emilybinder.com/podsurgerySpeaking: emilybinder.com/speakingMy gear & software (promo links):Record guests and create clips on Riverside: emilybinder.com/riversideRecord solo and edit like a Word Doc with AI on Descript: emilybinder.com/descriptMy mic gear: Amazon listVideo podcast gear - Amazon listMy Amazon Storefront: amazon.com/shop/emilybinderHire me:Marketing Surgery: emilybinder.com/callPodcast Surgery Workshop: emilybinder.com/podsurgerySpeaking: emilybinder.com/speakingBring me into your next Zoom, 15min: thinkersone.com/emilybinderConnect:This podcast | My website | Beetle Moment Marketing | LinkedIn | X | Instagram | TikTok | YouTube | Email updates Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Ross Simmonds Show, Ross breaks down why OpenAI and HubSpot's media acquisitions this quarter aren't about content quality. They're about owning distribution. He connects the dots on what this land grab means for every B2B marketer and how to apply the same strategy without a billion-dollar balance sheet. Key Takeaways and Insights: 1. Media Acquisition Is the New Moat - OpenAI and HubSpot made bold media acquisitions in the same quarter. This isn't about content quality. It's about owning the rooms where buying decisions happen. - Distribution is leverage. And leverage compounds. The brands that win will own the audience, not just the message. 2. The Land Grab Has Already Started - Penn bought Barstool. HubSpot acquired The Hustle and Starter Story. Robinhood built a media empire. Plaid acquired fintech media to own operator attention. - The cadence of these deals is accelerating. This is not a trend. It's a land grab and most B2B teams haven't noticed. 3. Super Bowl Ads vs. Owned Attention - $27M buys six Super Bowl ads that disappear in 30 seconds. The same capital can buy a media asset with daily access to your exact ICP. - Most teams rent attention. The best operators own it. Predictable pipeline starts with predictable distribution. 4. Google's AI Shift Changes the Game - AI Overviews are reducing clicks to traditional search results while Google embeds YouTube directly into the SERP. - Media value is no longer just blog rankings. It's multimedia presence. Visibility now requires platform-native authority. 5. You Cannot Game LLM Visibility - Traditional SEO could be manipulated with backlinks and paid boosts. AI visibility requires real brand equity and positive sentiment. - LLMs train on authority signals across media properties. If you want to show up in AI answers, you must be worth citing. 6. Brand Equity Beats Editorial Independence - Acquired media serves stakeholders. Narrative shapes culture and buying media shapes narrative. - Read content with context. Ownership matters. Content influence increasingly flows through owned channels. 7. The 4 Distribution Questions Every Marketer Should Ask - Which newsletter has the audience you wish you had? Which creator has your buyers' trust? What shows does your ICP consume weekly? What niche media opportunity is still wide open? - Use LLMs and audience intelligence tools to find answers faster. The operators asking these questions now are building moats everyone else will pay to access later. 8. How to Build a Media Engine Without Buying One - Start one channel and let patience compound. Sponsor niche newsletters instead of chasing giants. Partner with trusted creators via revenue share, salary, or equity. - In the AI era, content is cheap. Reputation and distribution are scarce. Build accordingly. 9. Three Predictions for the Next Decade - By 2035, every unicorn B2B company will own a media property. Newsletter and YouTube network valuations will triple as LLM visibility becomes priced in. - Agencies will survive by brokering, building, or optimizing media ecosystems, not just producing content. 10. Distribution Is the Last Moat Standing - AI commoditized content creation. The advantage shifts to those who control reach. A true content moat goes beyond your domain. - Visibility is engineered, not hoped for. The window to build that moat cheaply is closing fast. Resources & Tools:

AI has completely inverted how we build and scale software, which begs the question: What exactly is a moat anymore? In this Freestyle Friday, recovering from jet lag and hiking through the beautiful hills of Salt Lake City, I'm breaking down a recent conversation with a VC friend about defensibility in the era of coding agents. I also look at this through Charlie Munger's lens of "inversion" to figure out what isn't a moat anymore (spoiler: thin foundation model wrappers, "AI", and feature velocity are dead).I also dive into what is defensible today, from mission-critical systems of record like DuckDB and Postgres, to personal branding, to shifting SaaS pricing from per-seat to per-token.

We've been watching and enjoying the music of Cologne's Derderwandert, and now he lands on Selador with both his debut for the Selador Sessions, as well as a new remix of the next Zuccasam track 'Jomi" released 1st May thats featured in this mix!. He's rapidly rising through the ranks with his music gracing Bedrock and Renaissance, and now our beloved Selador too! Enjoy! Tracklisting 1. Magdalena - Mountains of es Cubells 2 . Ditian - Etnika 3. Liminal Mx - With Me (derderwandert Remix) unreleased. 4 Zuccasam - Jomi ( derderwandert Remix Story Version) - Selador 5. Danito & derderwandert - You & Me (unreleased) 6. mOat, Hardt Antoine - Fade 7. FAE ( IT) - Not Welcome 8. derderwandert- Would You (unreleased) 9 . derderwandert- Diego Armando 10 derderwandert- Save the Children (unreleased) 11 Danito & derderwandert - I Love You (unreleased) 12 Whomadewoho- There´s a way (andhim Remix) 13 derderwandert - Unrestrained 14. Sailor & I - Turn around (Ame Remix) This show is syndicated & distributed exclusively by Syndicast. If you are a radio station interested in airing the show or would like to distribute your podcast / radio show please register here: https://syndicast.co.uk/distribution/registration

We've been watching and enjoying the music of Cologne's Derderwandert, and now he lands on Selador with both his debut for the Selador Sessions, as well as a new remix of the next Zuccasam track 'Jomi" released 1st May thats featured in this mix!. He's rapidly rising through the ranks with his music gracing Bedrock and Renaissance, and now our beloved Selador too! Enjoy! Tracklisting 1. Magdalena - Mountains of es Cubells 2 . Ditian - Etnika 3. Liminal Mx - With Me (derderwandert Remix) unreleased. 4 Zuccasam - Jomi ( derderwandert Remix Story Version) - Selador 5. Danito & derderwandert - You & Me (unreleased) 6. mOat, Hardt Antoine - Fade 7. FAE ( IT) - Not Welcome 8. derderwandert- Would You (unreleased) 9 . derderwandert- Diego Armando 10 derderwandert- Save the Children (unreleased) 11 Danito & derderwandert - I Love You (unreleased) 12 Whomadewoho- There´s a way (andhim Remix) 13 derderwandert - Unrestrained 14. Sailor & I - Turn around (Ame Remix) This podcast is hosted by Syndicast.

Nick LaRovere spent years at Palantir before co-founding Pryzm with friends, including a Lockheed Martin alum. And in this episode of Founded & Funded, Nick shares his inside account of how AI is actually being adopted inside the federal government, and what it takes to sell technology into that market. Pryzm is an AI-powered intelligence engine for government business development: it aggregates data across CRMs, email, Slack, and public procurement sources to help companies win contracts. Nick's argument is that by the time an opportunity appears on SAM.gov, the deal is already decided. In this episode, Madrona Partner Chris Picardo and Nick cover: why there's still no purpose-built CRM for government buyers, what Pentagon AI adoption actually looked like from the inside (workers hadn't touched an LLM as recently as two years ago), and what forward-deployed engineering at Palantir taught Nick about building close to the customer. If you're selling into government, building for defense, or trying to understand how AI procurement works inside federal agencies, this is a useful map of how the terrain actually works. Full Transcript: https://www.madrona.com/palantir-alum-explains-how-ai-is-used-and-bought-by-the-federal-government (00:00) – Introduction (01:42 – Why the Defense Budget Growing to $1.5 Trillion Matters for Startups (04:11) – Colors of Money: How Federal Budgets Actually Work (06:47) – The Move Toward Colorless, Flexible Defense Spending (10:51) – What Pryzm Does: AI-Powered Intelligence for Government BD (12:21) – Why Deals Are Decided Before They Ever Post on SAM.gov (17:25) – The Government AI Gap: Pentagon Workers Without LLM Access Until Two Years Ago (21:00) – The Digital Thread Problem: Fragmented CRMs and Millions Wasted on Brittle Tools (26:11) – What Nick Learned Watching Elon Sleep on the  @tesla  Factory Floor (27:00) – Palantir's Forward Deployed Engineer and Why It Produces So Many Founders (30:33) – Why Hard Problems Make Better Businesses: TAM, Willingness to Pay, and Moat (32:05) – Hiring Is Harder Than Founders Expect — and More Important

In July 2010, the North East of England was paralyzed by the largest manhunt in over 44 years. Raoul Moat, a 6'3" bouncer and amateur bodybuilder, was released from prison with a 49-page manifesto of grievances and a shotgun in his hands. Believing his ex-partner's new boyfriend was a police officer, Moat launched a targeted campaign that left a trail of violence and devistation in his path.  --For early, ad free episodes and monthly exclusive bonus content, join our Patreon! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

If your only advantage is price… You don't have a business. You have a countdown to getting replaced. In this episode of The Level Up Podcast, Paul Alex breaks down how to protect your market share and build a business competitors can't touch—by creating a real moat. Because let's be real… Products can be copied. Ads can be replicated. Prices can be undercut. But the right strategy? That's untouchable. In this episode, you'll learn: Why relationships are the strongest competitive advantage you can build How infrastructure locks clients in and prevents churn Why retention beats acquisition every single time How to turn clients into loyal advocates who defend your brand Because real domination isn't about getting customers… It's about keeping them. No shortcuts. No gimmicks. No fragile positioning. Just: Deep trust. Seamless systems. And a business that's too valuable to leave. The truth? When your clients feel taken care of… When your service becomes part of their daily operations… Your competition becomes irrelevant. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024 Facebook: https://jo.my/fbpaulalex2024 YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQ LinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on the Watson Weekly: Google treats compute like a moat, Amazon finally figures out groceries, Vinted runs the Amazon playbook in Europe, Apple shows up late to the glasses party — and finally, The Investor Minute with 5 items this week from the world of venture capital, acquisitions, and IPOs.The Watson Weekly is sponsored by Avalara - the agentic AI platform automating global tax and compliance for leading eCommerce brands. For more details: https://avalaratax.watsonweekly.comGoogle's Compute Discipline — Compute isn't just infrastructure anymore, it's the moat.Amazon's Grocery Crystallizes — The 2025 shareholder letter dropped a $150 billion gross grocery number. Vinted's Breakout — 47% GMV growth to €10.8 billion. Apple's Glasses Play: Late but Lethal

Between AI shaking up the industry, geopolitical upheaval, and unpredictable capital, being a founder has never been more confusing.So what advice, if any, is still relevant?In this episode, Yaniv Bernstein is joined by Amir Shevat (Silicon Valley developer platform veteran and now General Partner at Darkmode Ventures) to answer exactly that. Focusing on what isn't changing rather than what is, Amir walks through seven truths of startup building that have become more important in the age of AI.In this episode, you will:Discover why AI-generated sales outreach is backfiring, and why authenticity, proof of effort, and in-person events are becoming the gold standardExplore the "founder tar pit" of bad markets, and the simple questions that reveal whether yours is one to run fromLearn why design in 2026 is about putting positive interactions and emotions first, and how to prioritize these effectivelyTimestamps00:00 Coming Up…01:07 Guest Intro: Amir Shevat02:36 On Today's Show: 7 Timeless Truths04:34 Jeff Bezos and the 'Same As Ever' Mindset08:19 Rule 1. Hire The Right Team10:15 How AI Raises The Bar14:26 Rule 2. A Delightful User Experience16:27 Conversational Interfaces18:07 Why You Should Design For Emotions24:20 Rule 3. Hustle Still Wins26:05 The Return of Authentic Selling28:09 Landing Your First Customers28:50 Rule 4. Build Real Moats30:48 Mongol Hordes: Is 'Execution Speed' A Moat?33:00 'Thick' Product Advantage33:39 Rule 5. Vision Beats TAM38:07 Rule 6. Choose Great Markets42:34 Rule 7. Build An Unfair Advantage47:10 Recap and Closing ThoughtsResources in this episode:Darkmode Ventures (Amir's early-stage fund): https://www.darkmode.vc/Amir Shevat on LinkedIn: https://www.linkedin.com/in/amirshevat/Designing Bots: https://www.oreilly.com/library/view/designing-bots/9781491974810/Working Backwards by Colin Bryar and Bill Carr: https://www.amazon.com/Working-Backwards-Insights-Stories-Secrets/dp/1250267595Same as Ever by Morgan Housel: https://www.amazon.com/Same-Ever-Guide-Never-Changes/dp/05933327092012 re:Invent Day 2: https://www.youtube.com/watch?v=O4MtQGRIIuAThe Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/ Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThis episode of the Startup Podcast is sponsored by .tech domains. Forget weird prefixes and creative misspellings; the availability for .tech domains is simply way better than .com. For a clean name that highlights your tech credentials, get a .tech domain at your favorite registrar.This episode of the Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited time offer of US$1,000 off, go to ⁠⁠⁠⁠https://⁠www.vanta.com/tsp⁠⁠⁠⁠⁠Get your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/ Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/ Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurAssistant Producer: Steph Hefferan https://www.linkedin.com/in/steph-heff/Intro Voice: Jeremiah Owyang https://web-strategist.com/

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 . 01. Lemon8 - Lose Control (Inner Sanctuary Mix) [Basic Beat] 02. Aubrey Fry - Eternal Moment (Jody Barr Remix) [Sudbeat] 03. Matthias Meyer - Home [Flores] 04. Howling - Howling (Jatc (ofc) Remix) 05. Nick Warren - Cobble Pot (Miss Melera Remix) [The Soundgarden] 06. Thodoris Triantafillou - Hypnotized [Glory Hill Studio] 07. Helsloot & mOat feat. Pete Josef - Guard Your Joy [Get Physical] 08. Rinzen - Morning Star [This Never Happened] 09. WhoMadeWho, Tripolism - Flying Away With You (Andhim Remix) [Cercle] 10. Roman Kyn - In Plain Sight (Whitesquare Remix) [Watergate] 11. Eelke Kleijn x Nathan Nicholson - Another Life (Budakid Remix) [DAYS like NIGHTS] 12. Massane & Qrion - Go On [This Never Happened] 13. DALÛ - Stellar [DAYS like NIGHTS] This show is syndicated & distributed exclusively by Syndicast. If you are a radio station interested in airing the show or would like to distribute your podcast / radio show please register here: https://syndicast.co.uk/distribution/registration

Today I'm joined by Rob Cochran, 2026 Chairman of NADA and CEO of #1 Cochran. We dive into the high-stakes world of dealer advocacy, exploring how NADA defeated the onerous CARS rule and why the FTC still has the industry in its crosshairs. Rob breaks down the "alignment gap" between OEMs and dealers, the looming threat of Chinese EVs, and why the franchise system must overhaul the customer experience to survive. This episode is brought to you by: 1. EasyCare - Pulseprotectsusa.com is providing our audience with a special offer of four free Pulse modules* installed and a free safety analysis. Visit @ https://www.easycaremidwest.com/pulse-protection/ today to claim yours! *4 modules per dealership group, installed by a Pulse technician only. 2. Veramatic - Every dealer wants clean closes, controlled cash flow, and confidence in true profitability. Most still operate without them. Until now. Meet Veramatic: the accuracy layer your DMS never built. Get clean, consistent, trusted accounting data, normalized before it hits the GL, automatically. Learn more @ www.veramatic.io/CDG or watch last Thursday's episode with Jen Speerbrecher here: https://youtu.be/MGS0W7f3miU 3. CDG Recruiting - Hire top dealership talent, fast. From sales managers to GMs and C-suite execs, we've placed over 1,000 roles across auto retail. Ready to scale without the hassle? Visit @ https://www.cdgrecruiting.com/ to get started. Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cdgcircles.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 06:25 The FTC Rule That Almost Broke Dealers. 09:45 Why The FTC Is Watching Your Website Price. 13:35 NADA's Smart Fight Against OEM Overreach. 16:40 Why 97% Of Dealers Hate Stair Steps. 23:10 The 90-Day Problem Ruining Generational Plans. 26:00 The China Threat Dealers Ignore. 29:55 Would Rob Ever Sell A Chinese Franchise? 31:25 Billions At Risk From New OEMs. 41:25 The Trait That Prevents Business Death. Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Warren Buffett just stepped down as CEO of Berkshire Hathaway and the investing world is holding its breath. Today, Nicole breaks down the frameworks that turned a $1,000 investment in 1965 into over $30 million, and how you can apply them whether you have $100 or $100 million. She walks through the most iconic trades of Buffett's career, from Coca-Cola to Apple to his rare misses, and extracts seven timeless investing principles that have nothing to do with hot tips or market timing. Then Nicole turns to what's next: who is Berkshire's new CEO Greg Abel, what does he inherit, and what does a nearly $400 billion cash pile signal about Berkshire's future direction? Check out Nicole's financial literacy course The Money School  Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Here's what Nicole covers today:  00:00 Are You Ready for Some Money Rehab?  00:18 The End of an Era: Buffett Retires  01:03 The $30 Million Case for Long-Term Investing  01:27 Buffett's Simple (But Not Easy) Framework  02:00 The Coca-Cola Investment and Brand Loyalty as a Moat  02:53 The McDonald's Play 03:16 The Apple Surprise 04:12 Buffett's Misses 04:59 7 Investing Lessons You Can Use Right Now  06:03 Enter Greg Abel: Berkshire's Next Chapter  06:55 The $400 Billion Question  07:32 Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.