Podcasts about moats

Todd is CIO of Parnassus Investments, a pioneer in responsible investing founded in 1984 that manages approximately $41B in assets (as of 6/30/26). Todd shares lessons from more than three decades of investing, discussing how durable competitive advantages and increasing relevance can drive long-term compounding, how Parnassus approaches quality and concentration, and where he sees both the promise and pitfalls of today's AI investment cycle.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

Retired Steelers Linebacker, Arthur Moats, starts the show highlighting the AME fans who attended the Steelers vs the Bengals game! Arthur then discusses the headlines from week 3 with the chat! Moats then finishes the show, opening the phone lines to the fans to hear their thoughts on the Steelers week 3 win plus more!

Alex Mashrabov is the Founder and CEO of Higgsfield, the third fastest scaling company to $1BN in ARR behind OpenAI and Anthropic. Reports suggest their latest funding round could place an $8BN valuation on the company. Prior to Higgsfield, Alex sold his prior company to Snap Inc for $166M. Alex was a competitive programmer as a kid, reaching third best in the world. AGENDA:  00:00 The Programming Prodigy Who Sold to Snap for $166M 09:00 Burning $10M: The Pivot That Saved Higgsfield 12:00 A $1B Revenue Run Rate in 18 Months; How Real Is It? 16:00 Will OpenAI and Google Wipe Out $20 AI Subscriptions? 21:00 Are AI Labs Gaming the Benchmarks? 28:00 Spending $4M a Month on AI; Genius or Insanity? 36:00 Are AI Moats Bullshit? The Great "Wrapper" Debate 43:00 One Full Day With His Son in Three Months: The Cost of Ambition 54:00 Quickfire: Is Snap Broken—and Will HubSpot Survive AI? 01:02:00 $10B in the Next 12 Months? Alex's Audacious Growth Bet  

On this episode of Chit Chat Stocks, Drew Cohen of Speedwell Research returns to tell us about his comprehensive research into software's AI risk. We discuss: 00:00 Introduction 02:11 How AI advancements threaten traditional software companies 04:02 In-house AI development and enterprise software risks 07:05 The outer harness and AI interface evolution in enterprises 11:47 Risks of AI model commodification and competitive dynamics 20:09 Impact of AI on marketplace and ad tech businesses 30:06 Future of Google, Apple, and Microsoft in AI era 40:00 Most at-risk software subsectors and niche markets 49:53 Beneficiaries and winners in the AI-driven software landscape Speedwell's report: https://speedwellresearch.com/companies/ ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Building an AI product is getting easier. Building an AI company that lasts is not.Itamar Novick, Founder and General Partner at Recursive Ventures, joins The Tech Trek to explain what he looks for when investing at the earliest stages of AI companies. The conversation covers how lower development costs could change venture funding, why subject matter expertise matters more as software becomes easier to build, and what actually creates defensibility when competitors can move quickly.Itamar also shares how Recursive Ventures thinks about founder anti patterns. Rather than trying to copy the paths of successful startups, he argues that founders can improve their odds by recognizing common mistakes that repeatedly create unnecessary risk.Key Takeaways• AI may let companies reach scale with much less outside capital.• Subject matter expertise matters more when building software is no longer the main barrier.• Proprietary data, feedback loops, hardware, and exclusive access can create stronger moats.• Founders can reduce risk by learning to recognize repeatable startup mistakes.Episode Highlights00:38 What Recursive Ventures looks for in early AI companies05:42 How AI could change the amount of capital startups need10:04 Why subject matter expertise is becoming more valuable12:02 What creates an AI moat when software is easy to copy17:47 Why studying failure can be more useful than copying success23:13 How AI could reshape venture investing itselfFollow The Tech Trek for more conversations with founders, investors, and technology leaders building what comes next.

What happens when every fintech starts to look like a bank — and every bank starts to look like a fintech? As payments apps, neobanks and traditional banks converge around the same expanding suite of financial products, simply having more features is becoming less of a differentiator. In this episode of the Tech Disruptors podcast, OnePay CEO Omer Ismail joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to examine where the next competitive moats in consumer finance may actually emerge: distribution, economics, data and trust. They discuss whether Walmart's enormous physical and digital reach can change the cost and adoption curve of building a financial platform; whether bundling banking, credit, payments and investing creates deeper customer relationships or just a longer product menu; and how AI agents could reshape who owns the financial interface.

Retired Steelers Linebacker, Arthur Moats, starts the show highlighting the AME fans who attended the Steelers vs the Patriots game! Arthur then discusses the headlines from week 2 with the chat! Moats then finishes the show, opening the phone lines to the fans to hear their thoughts on the Steelers week 2 loss plus more!

Big Thursday show for you today ! We start off the first hour with Ron Arenas and Janay Arenas talking about Hispanic Heritage Month. Janay has done some fun research and is excited to share it with all of you. Next Luke Arenas joins us as we welcome Jessica Moats. Jessica is the President of the Greater Tucson Christian Chamber of Commerce, among many other things that she is involved with. We're excited to sit down and learn more about her. Then, Luke and I sit down and discuss Picture Rocks Cooling Heating & Plumbing LLC. As the summer winds down, that HVAC system is still working hard for you. Luke will give you some tips on keeping that system in tip top shape.

We're likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they'll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - AI Moats - Fragile Competitive Advantage - Valuing AI Stocks - Metrics to Watch - Stock Opportunities Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), SpaceX (SPCX), Modine Manufacturing (MOD), NVIDIA (NVDA), Microsoft (MSFT). Host: Travis Hoium Guests: Lou Whiteman, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Retired Steelers Linebacker, Arthur Moats, starts the show highlighting the AME fans who attended the Steelers home opener vs the Falcons! Arthur then discusses the headlines from the season opener with the chat! Moats then finishes the show, opening the phone lines to the fans to hear their thoughts on the Steelers week 1 win plus more!

Jack Forehand and Matt Zeigler explore portfolio diversification, hidden bond-fund risks, AI inflation and the competitive advantages that help great businesses compound. Drawing on conversations with Chris Mayer, Robert Hagstrom, Jared Dillian, John Kerschner and Michael Contopoulos, this Excess Returns Weekly Wrap examines how to build a portfolio you can stick with and why your investments should account for the risks in your working life.Topics covered:Chris Mayer's invisible moats: how culture and execution can sustain high returns on invested capital.Why Robert Hagstrom sees potential mispricing in competitive advantages that are difficult to measure.Jared Dillian's challenge to Charlie Munger's advice about enduring 50% drawdowns.The Awesome Portfolio, risk tolerance and why comparing everything with the S&P 500 can undermine diversification.How debt-weighted bond indexes can leave investors with more interest rate risk than they expect.Understanding duration and the fixed income sectors that core bond funds can overlook.The case that AI spending, energy demand, labor shortages and rising wealth are inflationary today.How to judge whether AI threatens a business by tracking its most important operating metrics.Why value investors hold losers too long and how a few big winners can carry a portfolio.Dillian's life hedge: accounting for career risk, employer stock and human capital when investing.Timestamps:00:00 AI backlash and this week's investing lessons05:03 Robert Hagstrom on invisible moats and mispricing09:05 Jared Dillian challenges Munger on 50% drawdowns13:05 Risk-adjusted returns and the benchmarking trap17:15 The interest rate risk hiding in core bond funds22:04 Understanding your bond fund's duration28:23 Why AI's inflation costs can precede its benefits33:25 Why value investors struggle to sell37:53 The life hedge: when your job and stocks fall together42:47 Investing alongside clients versus managing personal riskLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Roman Ugarte helped incubate and build Grok Bot, the popular new knowledge-work agent from SpaceXAI. A small, isolated team took it from first line of code to a working internal product in four weeks, and to a hugely successful public launch just three weeks later. Before Grok Bot, Roman led Growth at Cursor, where he helped scale the company from 15 people to over 1,000 before its acquisition by SpaceX.In our in-depth conversation, we discuss:1. The origin story of Grok Bot2. The key decision to build it from scratch instead of adding it to Cursor3. Why the team personally onboarded nearly 300 of its first users4. The two early product decisions that made Grok Bot so successful5. Their “colleague-pilled” product philosophy6. Roman's advice on moats, and what has allowed Cursor to keep winning in the most competitive market in the world—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and moreMercury—Radically different banking, now with Command—Episode transcript: https://www.lennysnewsletter.com/p/how-we-built-grok-bot-in-a-month—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Roman Ugarte:• X: https://x.com/romanugarte_• LinkedIn: https://www.linkedin.com/in/romanugarte• Website: https://x.ai—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(02:09) The origin story: building from scratch in one month(08:40) Why Grok Bot was built as a separate product(11:20) Manually onboarding a couple hundred people(14:29) Hiding internal mechanics from users(18:41) Timeline from beta to public launch(19:14) Unshipping features and simplifying(23:50) Early use cases and feedback(26:50) Product philosophy: “Grok Bot can now”(30:02) Cloud-first architecture(33:12) The fresh-start advantage(35:54) The vision: a true team of AI colleagues(39:20) The “colleague-pilled” framework(42:36) Work versus personal: one product or two?(47:14) Long-lived agents, persistent memory, and the computer abstraction(51:04) Grok Bot as an always-on infovore and chief of staff(53:35) How fast the team moves and what preserves the startup feeling(58:20) SpaceXAI pillars(1:00:44) The first 90% vs. the last 10%(1:03:30) Moving fast at scale(1:06:40) How Cursor kept winning in the most competitive market in the world(1:10:04) Company values: “deleting the product” and “just do the thing”(1:11:45) Moats: discovered, not planned(1:15:11) Tips for new users and power users(1:18:00) Lightning round and final thoughts—References: https://www.lennysnewsletter.com/p/how-we-built-grok-bot-in-a-month—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

Aydin Senkut is the founder and managing partner of Felicis, the venture firm he started in 2006, with over $4B under management and early bets on Shopify, Notion, Canva, and Adyen. He was Google's first product manager and has been on the Forbes Midas list of top investors for 13 years running.In this episode of Summation, Aydin and Auren discuss:Why the best platform companies came from Ottawa, Sydney, and Amsterdam and not Silicon ValleyHow capital became a commodity and people are the only real moat leftWhy the trait he bets on is the willingness to reset your priorsHow defense went from an optional purchase to a matter of survivalYou can find Auren Hoffman on X at @auren and Aydin Senkut on X at @asenkut

Ian and Aaron discuss the release of Solo v0.10, Aaron's trip to Boise, Ian's trip to the fair, why Ian's all in on Orbs, and so much more.Sponsored by Bento, DropInBlog, Valorin Security, and Typesense.Interested in sponsoring Mostly Technical?  Head to https://mostlytechnical.com/sponsor to learn more.(00:00) - Producer Steve Got Married! (07:53) - Aaron's Unifying Theory on Wedding Toasts (17:02) - Ian Went To The Fair (27:30) - Notion? (and Linear) (35:28) - Moats (40:40) - Solo's Huge New Release (55:41) - It's Orbin' Time (01:10:30) - Aaron's Credit Card Strategy (01:24:28) - Book Update Links:Aaron's wedding photo (Steve Tenuto's wedding)Steve Tenuto on XIan's tweet on moatsSoloAaron's Solo release threadAmp OrbsMatt Stenson on XAmex Gold CardAmex Platinum CardAwardWalletGreat Illustrated Classics

Are high-quality dividend stocks currently trading at a discount? In this video, I run a systematic screening process across the entire US stock market to identify the top 25 dividend-growth companies for September. These 25 selections average a 3.11% starting yield, appear roughly 11% undervalued based on Dividend Yield Theory, and carry an estimated future return potential of 14.43% per year.

Retired Steelers Linebacker, Arthur Moats, starts the show highlighting the AME fans who attended the Steelers preseason game vs the Bills! Arthur then discusses the headlines from the Steelers initial 53 man roster! Moats then finishes the show, opening the phone lines to the fans to hear their thoughts on the Steelers recent roster moves & what stood out in the Bills preseason game plus more!

Vivek Vaidya of super{set} joins Nick to discuss AI Cost Structures and Pricing, Proprietary Data Sets That Create Moats, and a Clear Method for Determining Which Problem to Solve First. In this episode we cover: Challenges and Considerations in Selling Companies  Building Companies and the Importance of Selling Ahead  Navigating AI-Native Products and Cost Structures  Valuation and Pricing of AI Companies  Data as a Moat in the AI Era  Distinguishing Between Frontier Labs and Startups  Open Source and Data Security in AI Products Guest Links: Vivek's LinkedIn Vivek's X super{set}'s LinkedIn super{set}'s Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Russell Gold on the regulatory moats blocking the transmission needed to move renewable power across state lines, little changed since his 2019 interview.

On this episode, Bob Root, Transformation Partner at Southfield Capital, discusses how to find and accelerate growth in services businesses that have been underserved by technology. Learn how deal teams evaluate growth options before close, choosing between regional expansion and adjacent-service extensions based on what a management team can realistically execute, and why trust with the existing workforce determines whether a transformation thesis lands.Hear how AI can expand a company's proprietary data advantage rather than just automating tasks—illustrated through a real portfolio company example. Learn why this data moat concept gets scoped into diligence before a deal closes, and how a services business can use it to differentiate on cost, speed or service beyond its original market.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

In this episode, I sit down with Dr. Louisa Moats, one of the leading voices in reading research and literacy education, to talk about her journey from feeling completely unprepared to teach students with reading difficulties to becoming a lifelong advocate for science-based reading instruction. Dr. Moats shares the experiences that shaped her work—from her early years as a teacher and psychologist to her doctoral research, work with leading reading researchers, and the development of LETRS Professional Development. We talk about what we already know about how children learn to read, why that knowledge still hasn't consistently made its way into teacher preparation and classrooms, and what it will take to move education toward becoming a true profession driven by science. We also get practical as Louisa shares what she would look for if she walked into a primary classroom tomorrow, why spelling deserves far more attention, and the advice she would give to teachers entering the profession for the first time. CLICK HERE FOR FULL SHOW NOTES

Retired Steelers Linebacker, Arthur Moats, starts the show highlighting the AME fans who attended the Steelers preseason game vs the Jets! Arthur then discusses the headlines from the preseason matchup with the chat! Moats then finishes the show, opening the phone lines to the fans to hear their thoughts on the upcoming Steelers vs Bills preseason game plus more!

Retired Steelers Linebacker, Arthur Moats, starts the show highlighting the AME fans who attended the Steelers preseason game vs the Packers! Arthur then discusses the headlines from the preseason opener with the chat! Moats then finishes the show, reacting to voicemails from after the game from the fans on the Steelers vs Packers preseason game plus more!

Gradient Ventures' Darian Shirazi says the real winners of the AI era won't be the companies with the best models - it'll be whoever owns the data centers, the chips, and the compute underneath them. Fresh off spinning out of Google, Shirazi explains why Gradient has steered away from funding foundation models, and why China's lead in open source could reshape the whole s Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. I'll be covering the topic on: New AI Dream Job Bootcamp, Salary vs in-demand Skills and more.Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Chapter Marks: 0:25 Welcome to Webcast #374 1:16 New AI Dream Job Bootcamp 9:56 Salary vs. in-demand skills 13:13 Why countries lend to the US 15:31 LinkedIn algorithm changes 19:36 Dealing with high-net-worth investors 24:03 Jeff Bezos 10-year resume exercise 28:07 Importance of the US dollar to Japan 29:07 SpaceX share lockup 31:17 Webcast setup 32:27 Democratic socialism 35:08 Mamdani and NYC 36:00 Future of the S&P 500 36:48 AI vs. software developers 38:32 Moats for AI companies 39:50 Will Iran control the Gulf? 40:44 Why governments buy US debt 42:30 Is SaaS dead? 45:53 Capitalism 47:10 Are we in an AI bubble? 48:37 Are we headed for stagflation? 49:52 When will the AI bubble burst? 51:39 Spending on AI tokens 54:44 Buying assets at a loss 57:25 Will Mag 7 AI CAPEX pay off? 58:04 Term limits for politicians 59:21 How to become a quant 1:00:45 Rebuilding assets destroyed by Iran 1:01:25 Rubio and Cuba 1:02:25 Meeting Justin Trudeau 1:04:35 Can AI make money? 1:05:59 Will universities survive AI? 1:07:52 What are AI tokens? Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

Retired Steelers Linebacker, Arthur Moats, starts the show highlighting the AME fans who attended Steelers practices recently while discussing the action from Training Camp! Arthur then discusses the headlines from the Hall of Fame game between the Cardinals and Panthers with the chat! Moats then finishes the show, opening the phone lines to the fans to hear their thoughts on the upcoming Steelers vs Packers preseason game plus more!

Tanner Taddeo, CEO and co-founder of Stable Sea, joins Jamil Hasan to discuss what it means to build a company when both technology and markets are changing at extraordinary speed.Tanner shares the journey from Block to Stable Sea, why his team embraces constant experimentation, and why founders need to separate their self-worth from the products they create.Then the conversation turns to a bigger question: Are there any real moats left?As AI makes software easier to build and replicate, Tanner sees competitive advantage shifting toward speed, distribution, brand and trust—and believes human interaction itself may increasingly become a premium.A conversation about stablecoins becomes a conversation about adaptation, leadership and building for the long term.Crypto Hipster PodcastMaking sense of the digital economy—through the people building it.

In this episode of One Vision Podcast, Theo chats with Huyen Tran from US Bank and founder/investor at Elys Ventures. Huyen shares her path from computer engineering and early real-estate investing to two decades in banking product leadership and P&L ownership. She discusses why banks can appear slow due to resilience, regulation, legacy systems, and trust requirements, and how AI will accelerate prototyping, testing, data analysis, and iterative product development while meeting customer expectations for personalization and security amid rising fraud. A must-listen episode on startup, innovation, relationship building, and ecosystem thinking. 

I'm talking to Nishkam Prabodh of Venture Guides, an early-stage venture capital firm focused on infrastructure software, cybersecurity, and data. Nishkam explains why strong technology alone rarely determines whether a startup succeeds. Many technical founders struggle when transitioning from founder-led sales to a repeatable go-to-market motion because the founder's deep customer understanding often does not translate into a scalable sales process. The challenge isn't just building better technology, but connecting technical capabilities to clear business outcomes. Nishkam breaks down the communication gap that often appears between technical products and enterprise buyers. Rather than focusing only on technical outputs, products need to demonstrate business value through experiences designed for different stakeholders, including end users, executives, compliance teams, and budget owners. Whatever ROI the product shows has to relate back to improving revenue, reducing cost, or reducing risk. Nishkam also discusses how AI is changing product organizations, with execution-focused tasks becoming increasingly automated while judgment, domain expertise, and strategic decision-making become more valuable. On buy versus build, he notes that two-thirds of the failures in the MIT study on enterprise AI deployments were internal builds, while the successes skewed toward buying. While traditional advantages like proprietary technology and architecture still matter, he believes the strongest defensibility increasingly comes after deployment. Products that learn customer context, retain institutional knowledge, improve workflows, and generate organization-specific intelligence can create compounding value over time. AI models may become commoditized, but the surrounding product layer of memory, retrieval, context, tooling, and governance will determine long-term differentiation. He closes with the discipline that makes all of this possible: pick one customer, one industry, one revenue band, and build repeatability there before worrying about coverage.   Highlights / Skip to: The pattern Nishkam Prabodh sees in B2B and data companies that stall at founder-led sales handoff (4:46) Challenges in translating technical complexity into commercial clarity (7:58) The two fall-off points in a deal, and why the cheaper one is the bigger one (12:19) The importance of communicating value to the executive buyer, not just the user, as early as you can (13:24) Why a stalled deal might be a product design problem, not a sales problem (17:22) The only three things ROI is allowed to reduce to: revenue, cost, risk (19:41) What skill sets Nishkam thinks are essential for product teams  (20:11) The three shifts in product hiring: later, more judgment, domain over generalist (25:37) The importance of judgment in preventing unmet needs from derailing sales (26:32) What Nishkam believes are strong moats for data products (31:13) Why a buyer's failed in-house build still costs you sales cycle and ACV (33:37) Showing the value of a product on day thirty, not just day one (36:45) Why the buyer never sees the work that makes the simplicity possible (41:20) Nishkam Prabodh's closing advice for technical founders of analytics and data products (44:46)   Links Nishkam Prabodh's LinkedIn  Venture Guides website  

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the headlines from Steelers week 1 of training camp, while also highlighting the fans of the show who attended practice! Moats then finishes the show, opening the phone lines to the fans to hear their thoughts on the Steelers 2026 Hall of Honor class plus more!

In this episode of One Vision Podcast, Theo chats with Huyen Tran from US Bank and founder/investor at Elys Ventures. Huyen shares her path from computer engineering and early real-estate investing to two decades in banking product leadership and P&L ownership. She discusses why banks can appear slow due to resilience, regulation, legacy systems, and trust requirements, and how AI will accelerate prototyping, testing, data analysis, and iterative product development while meeting customer expectations for personalization and security amid rising fraud. A must-listen episode on startup, innovation, relationship building, and ecosystem thinking.

Cellnex owns and operates around 112,000 telecom towers across ten European markets, generating recurring, contracted revenue from mobile operators who have few practical alternatives once a site is built.   This episode of In The Know was recorded by GLIO (the Global Listed Infrastructure Organisation), with Cellnex CEO Marco Patuano and Roy Harrison, Investment Analyst in the Magellan Global Listed Infrastructure team. Together they unpack the tower business model and its economic moat, and why Marco believes the market may be mispricing Cellnex's risks. They also cover the drivers of organic growth, the company's shift from debt-fuelled M&A to balance sheet repair and shareholder returns and Marco's view on the investment case as free cash flow builds.   Magellan Investment Partners would like to thank GLIO and Cellnex for the opportunity to bring this conversation to our audience.

Alan Philps profiles Alice Moats, a wealthy American socialite who reinvented herself as a war correspondent during the siege of Moscow. Known for her book No Nice Girl Swears, "Mozy" was often viewed as light entertainment, yet she was a persistent and effective reporter. She famously defied the British ambassador's attempts to evacuate her, hiding in embassy annexes to remain in the city. Philps likens her to the "fool in a Shakespeare tragedy" who exposes the follies of more serious figures. Despite her socialite background, Moats connected with General Anders and was part of the early conversations regarding the Katyn Forest massacre of Polish officers. Her reporting provided a unique window into how the Soviets attempted to manipulate the very people they had oppressed, and Philps credits her for highlighting one of the great tragedies of the 20th century. (6)1920

Jim Thorne previews Intel's (INTC) earnings, arguing that execution—not the headline numbers—will determine the company's future. He explains why investors should focus on AI leaders with strong moats, including Micron (MU), Nvidia (NVDA), and Broadcom (AVGO).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

What do you do when you've built the technology first and the first customer who tries it tells you it's not working at all?Prashant Warrier is the first PhD and the first scientist on Unstarted. A steel-town kid from Bhilai who went from IIT Delhi to a PhD in AI, he came back to India because of a stolen passport — and built Qure.ai, whose AI reads chest X-rays for TB and lung cancer across the world.In this episode, Avnish and Prashant attempt to answer: 1. How do you identify a unique problem is it about passion or market cap?2. How do you know the technology is actually working? 3. How can founders assess whether they're early, late, or correctly timed for a market? 4. Will frontier AI kill vertical businesses or is there domain-specific stuff left to build? 5. Why build a cutting-edge AI company from Mumbai?This episode is in partnership with TEAM — Tech Entrepreneurs Association of Mumbai.Chapters 00:00 Introduction1:41 Steel town to IIT to a PhD in AI3:20 SAP, and the stolen passport that sent him home6:32 Freedom over the US visa rat race8:17 The 2012 breakthrough that started the company11:43 A research lab with no business plan13:33 "A solution looking for a problem"16:52 The reality check & the real bottleneck19:20 TB screening: 4 weeks to 30 seconds21:43 Detecting lung cancer early with AI24:23 Moats, ChatGPT & the future of AI in healthcare32:04 Why Mumbai, and advice to founders

Stories:* ⭐ Messi's Ties to Bibi, IDF & Unit 8200, Croc-filled MOATS, BOMBING Civilian Infrastructure in Iran* ⭐ Dystopia is Here, and This is Just ONE Nightmare Scenario* ⭐ Indie Reads the Unlimited Hangout Article About Polymarket (3rd hour)* ⭐ Grand Jury for UAW's Fain, ICE Kills 2, Google Employee RESIGNS over Pentagon AI Deal, Beat Big TechFor the links to all the articles & videos shown on the show plus the links to watch/share on every other platform, click here: https://www.indiemediatoday.com/p/indie-news-now-live-links-07-21-26?r=539iuHelp fund the media you want to see! Indie Media Today and Indie News Network operate on a “Value for Value system.” Everything we do is free to all. We don't paywall our content, but we do need - and deeply appreciate - your support in order to keep running. One way to do that is with a monthly or annual subscription here.A $5/mo subscription here or on Ko-Fi.com helps us continue to produce quality content that challenges mainstream corporate funded narratives & amplify independent voices.Please support your favorite Indie Media creators! IndieNewsNow LIVE! covers stories corporate media doesn't want to tell, and from an angle they would NEVER tell it. Each episode, we showcase the work of dedicated independent reporters, researchers, and grassroots news outlets who are digging deeper on issues that matter, free from advertiser and corporate influence. Break free from the media focused on the duopoly and discover the news you're not supposed to see.Perfect for viewers who:* Are skeptical of corporate-controlled news narratives* Want to be more deeply informed on critical issues* Believe in supporting independent journalism* Feel like there's always more to the storySubscribe to IndieNews Network (INN) and hit the bell

"The secret ingredient nobody talks about in success? It's the tiny things you do every day to show up better."

Welcome back to the Alt Goes Mainstream podcast.We were live from Berlin, which becomes the “capital of private capital” in June as the private equity's industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin.Much of the SuperReturn conference is centered on fundraising. GPs take up every available space — from hotel rooms to Tiny Space cabins that line the parking spots on Budapester Strasse outside of the InterContinental conference venue — to conduct meetings with LPs.With Prosek Partners and former Bloomberg TV journalist Deirdre Bolton as my producer, along with her team, we took over a Tiny Space cabin to hold big conversations with some of the industry's leading alternative asset managers.Our first conversation was with Apax Co-CEOs Andrew Sillitoe and Mitch Truwit.Apax is one of the pioneers in the private equity industry. The firm's rich history dates back to the 1970s, when its founders, Alan Patricof (US), Sir Ronald Cohen (UK), and Maurice Tchénio (France), came together to establish the first US-UK partnership firm in private equity. During that time period, the firm backed Steve Jobs and the first iteration of Apple. The UK and US firms merged in 1981, laying the foundation for Apax.Today, Apax stands at over $80B in aggregate funds raised. The firm underwent its second leadership transition in 2014, when Andrew and Mitch were elected as Co-CEOs, succeeding Martin Halusa, who became Chairman.Apax sits in a unique position. They are a scaled platform that focuses on the middle market. They operate across three sectors, Tech, Services, and Digital / Consumer, infusing a digital DNA and value creation team into everything they do. Their platform spans “a mile wide and a mile deep,” which is what much of the conversation between Andrew, Mitch, and me unpacked.We had a fascinating discussion about the current state of private equity and the middle market, why Apax focuses on “density-driven business models,” why the firm focuses on carveouts in the middle market, what's underappreciated about the middle market, why it's important to “buy in the right neighborhood and fix it up,” and how the firm's core values of “having impact through insight and tenacity” drive every decision they make.BiosAndrew Sillitoe has been Co-CEO of Apax since 2014. He is Chairman of the Apax Global Investment Committee and the Digital Investment Committee, amongst others. He is also a member of the Apax Executive Committee. He has been based in London since joining the Firm in 1998, focusing on Tech & Telco investments.Andrew has been involved in a number of investments including Inmarsat, Intelsat, King, Orange Switzerland, TIVIT, TDC and Unilabs.Prior to joining Apax, Andrew was a consultant at LEK. Andrew holds an MA in Politics, Philosophy and Economics from the University of Oxford and an MBA from INSEAD.BoardsAndrew has previously served on the boards of Inmarsat, King, Intelsat, Orange Switzerland and TDC.Mitch Truwit is Co-CEO of Apax, based in New York.Prior to joining Apax in 2006, Mitch was the President and CEO of Orbitz Worldwide between 2005 and 2006 and was the Executive Vice President and Chief Operating Officer of priceline.com between 2001 and 2005.Mitch is a graduate of Vassar College where he received a BA in Political Science. He also holds an MBA from the Harvard Business School.BoardsMitch serves as a Board member of Openlane and Trade Me. Prior boards include Advantage Sales & Marketing, Assured Partners, Dealer.com, Bankrate, Garda World, Hub International, Trader Canada, Boats Group and Quality Distribution Inc.Mitch serves on the charitable boards of the Apax Foundation, the John McEnroe Tennis Project, Posse and StreetSquash.Thanks, Andrew and Mitch, for a fascinating conversation and for sharing your expertise, wisdom, and passion at the intersection of investing and operating in private equity.Show Notes00:00 Meet Apax co-CEOs, Andrew Sillitoe and Mitch Truwit00:26 Andrew's Origins at Apax00:47 Private Equity Then vs Now01:25 Apax Growth and Values01:45 Curiosity as a Differentiator02:04 Mitch's Operator Background02:56 Why Mitch Joined Apax03:40 Defining the Middle Market04:14 Why Sub-Billion EV Works04:59 Middle Market Talent Gap05:20 Carve Outs as a Strategy05:29 TRADER Corporation - Canada App Turnaround06:12 Scaled Platform Advantage07:14 Digital DNA and AI Wave07:50 Top Line Growth Lever08:36 Add-ons and TAM Expansion09:33 ECI Case Study Roll Up10:07 Integration Over Collection10:28 Exit Options in a Bigger PE World10:59 Building for Multiple Buyers11:45 Fund Size Discipline12:34 Choosing Returns Over AUM13:16 Understanding Firm DNA14:01 Global Micro Investing14:49 Making Global Pods Work15:50 Scale Specialization Flexibility17:08 Where to Invest Now19:23 Buying Complexity for Value20:15 Moats and Investment Committee22:13 Why Middle Market Excites Them23:19 Future of PE and AI at Scale24:50 Impact Insight Tenacity Culture25:54 Obligation to Dissent Story26:55 Aspirational Brand Analogy27:48 Wrap Up and Thanks

Send us Fan MailPolice Officer Kenny Moats was shot and killed after responding to a domestic violence call at a home near the intersection of Kerrway Lane and Alcoa Trail at approximately 4:00 pm.https://www.youtube.com/@jamesr.howel...https://www.odmp.org/officer/22944-po...https://www.wbir.com/article/news/com...https://www.wvlt.tv/content/news/Man-...https://www.knoxnews.com/story/news/c...https://www.thedailytimes.com/news/ma...

Cybersecurity investor Sid Trivedi of Foundation Capital joins me to dig into AI SOC valuations, services-as-software, moats, and what founders should know heading into Black Hat.Sid is a Partner at Foundation Capital, where he invests at the seed and Series A stage with a focus on cybersecurity and IT infrastructure. This is our annual pre-Black Hat check-in, and a lot has moved since last year, from massive M&A to record-setting rounds in categories like the AI SOC.In this episode:- What has actually changed a year into the AI wave, and what hasn't- Services-as-software, the $4.6 trillion market thesis, and automating cyber workflows across the SOC, IR, pen testing, and threat intel- What AI means for cybersecurity jobs and how practitioners should adapt- Consolidation vs. best-of-breed after Palo Alto's $25B CyberArk deal and Alphabet's $32B Wiz acquisition- AI SOC valuations, including Seven AI's record Series A and Torq crossing a $1B valuation- The double-edged sword of big raises and why founders should be cautious about the valuations they accept- Why you can't simply spend your way to growth in cybersecurity- Moats and defensibility when frontier labs can push into your category- The Black Hat Innovator Investor Summit and the Startup Spotlight competitionChapters:0:00 Intro0:52 What's changed a year into the AI wave2:42 Services-as-software and the AI SOC9:38 AI adoption and forward deployed engineers10:57 M&A, platformization, and best-of-breed14:17 IT and security convergence, plus AI SOC valuations18:48 Seed-stage risk calculus vs. later-stage investors21:43 The double-edged sword of big raises26:20 Why you can't spend your way to growth29:05 Moats and defensibility in the frontier-lab era32:25 Deal flow, pricing, and staying disciplined37:06 Black Hat Innovator Investor Summit40:17 Startup Spotlight competition43:28 Wrap-upBlack Hat is offering listeners $500 off registration with code USA500Resilient.Connect with Sid:LinkedIn: https://www.linkedin.com/in/siddhanttrivedi/Foundation Capital: https://foundationcapital.comResilient Cyber: https://www.resilientcyber.ioSubscribe for more conversations with security practitioners, founders, and leaders.

Ritavan joins Excess Returns to explain The System Gambit, a new framework for understanding competitive advantage, business strategy, AI disruption and long-term compounding. We discuss why traditional moat checklists can miss the real source of value, how companies can build systems competitors cannot copy, and what investors should look for when AI changes the game.The System Gambithttps://amzn.to/4b0J32IMain topics coveredWhy the traditional moat checklist can fail investorsThe three requirements for a true System GambitHow investors can evaluate business strategy from the outsideWhy code is not always the moat in the age of AIWhat history can teach investors about asymmetry and leverageWhy AI adoption is not the same as AI value creationThe difference between moving fast and understanding the gameLessons from Nokia, ASML, Amazon and WalmartHow intangible investment and J curves can hide long-term valueWhy the best companies build compounding systems competitors cannot copyHow investors can identify companies changing the game rather than optimizing the old oneTimestamps00:00 Opening preview and introduction04:00 The three ingredients of a System Gambit08:49 Why code is not the moat in AI software13:00 Skanderbeg and changing the rules of the game17:00 Good moats, good narratives and asymmetric advantage22:31 Microscope vs telescope as a lesson for AI28:35 AI winners, losers and high dispersion markets32:08 Signal quality, bottlenecks and why AI adoption is not enough36:00 Nokia, agility and the failure to build a causal model40:15 Why understanding the game beats speed44:00 Intangible investment, the J curve and ASML's hidden edge49:54 The contrarian AI thesis behind The System Gambit54:00 How to recognize a real System Gambit58:27 Amazon, Walmart and multi-paradigm compounding1:03:00 Prime, FBA and platform leverage1:07:00 Walmart's answer to Amazon1:11:06 Closing thoughts and where to find Ritavan

Why has there never been a better time to start a company?  How do you know if your company is one that needs investment or one that should be home-grown? What does every entrepreneur need to bring in 2026 just to sit at the table in 2026 that used to be a rarity and an indicator of going above and beyond? Shay Har-Noy is the managing director of Techstars Boulder, and has spent his career  at the forefront of space technology, geospatial data, and AI-driven enterprises, helping to scale complex deep tech solutions from early-stage concepts to global market leaders. Shay dives into what he's learned about deep tech, AI, and company building. He traces his path from a Rice professor's push to pursue a PhD to leading National Geographic–backed expeditions using satellites, drones, LiDAR, and radar to search for Genghis Khan's tomb, which resulted in a documentary series and inspired his startup Tomnod; after partnering with DigitalGlobe/GeoEye, Tomnod was acquired by DigitalGlobe, where Shay oversaw AI efforts, web distribution, and a move from on-prem storage to the cloud.  Shay defines deep tech as businesses with defensible technical IP moats - something beyond software, and argues AI makes prototyping cheaper but shifts investor signals, advises founders to focus on real business risks and whether venture funding fits, and highlights moats like data, integrations, and compliance. Shay and David also note the  growing interest in AI governance and cost control. Let us know you're listening by filling out this form. We will be sending listeners Beyond the Hedges Swag every month. Episode Guide: 01:00 Deep Tech Origins 01:26 PhD Mindset and Curiosity 03:33 From Mongolia to Startup Life 05:23 Tomnod Acquisition and AI Scale 07:34 Rebuilding Techstars Boulder 09:17 What Deep Tech Means 11:48 GenAI Changes Startup Building 15:24 Fundraising Reality and Moats 20:10 Skills for the Next Generation 23:47 Jagged Edge and De-Risking 26:29 Hot Spaces AI Governance 29:04 Genghis Khan's Tomb Update and Rapid Fire Questions 30:37 Rice Box Question Story Beyond The Hedges is a production of Rice University and is produced by University FM. Episode Quotes: Why now is the best time to start a company 16:25: There has never been a better time to build a company than today. You can do so much more with so much less and really de-risk your business. Not just de-risk the product, but de-risk your entire business. For investors and for companies seeking investment, one of my most common conversations I have is, why? Why? Don't raise money because TechCrunch tells you to, right? Because you watched "Social Network" and you want to be like, like somebody on TV, right? Be so, so passionate about, about your value proposition, about your customer. And if you keep them in focus, raising a venture may not be the right thing to do. So I say it's, it's never been a better time or rate to start a company, but not necessarily a venture-backed company. What led Shay to pursue tech innovation?  02:42: So you ask, what led me to pursue these deep tech innovations? It's just understanding and having confidence that I can. There's this cliché, it says, "When you finish your undergrad, you think you know everything. You finish your master's, you realize you know nothing, and when you finish your PhD, you realize nobody knows anything." And I try to take that to heart. Building more isn't always better 27:29: Just because you can build a feature doesn't mean you should. And so being really deliberate around what you're building, how you're using it, because it's not free. And it's useful if it can be really powerful and increase your velocity. You still need to be rigorous around it.  Show Links: RiceOwls.com Rice Athletics The Gateway Project Rice Alumni Association of Rice Alumni | Facebook Rice Alumni (@ricealumni) | X (Twitter) Association of Rice Alumni (@ricealumni) | Instagram  Host Profiles: David Mansouri | LinkedIn David Mansouri '07 | Alumni | Rice University David Mansouri (@davemansouri) | X David Mansouri | TNScore Guest Profiles: Shay Har-Noy | Techstars Profile Shay Har-Noy | LinkedIn Profile Forbidden Tomb of Genghis Khan | National Geographic

From 2010 - Dr. Sandra Moats from the history faculty at the University of Wisconsin-Parkside .... discussing her book "Celebrating the Republic: Presidential Ceremony and Popular Sovereignty from Washington to Monroe." Professor Moats has focused much of her research on the early years of our country. This book examines the decisions made by Washington and his successors which helped to shape how our leaders- and especially how the president - was viewed by the American public.

AGENDA: 00:00 – Google Loses Two AI Legends as Anthropic Wins the Talent War 14:45 – China's $50B DeepSeek Bet Changes the AI Power Balance 27:15 – AI's Memory Crisis Has Begun — Apple Warns of a '100-Year Flood' 30:00 – Wall Street Finally Asks the $725 Billion Question: Who Pays for AI? 41:00 – We Built an AI Finance VP... and It's Better Than Humans 46:30 – The Death of Moats? Why Founders Should Stop Talking About Defensibility 58:30 – Databricks, ServiceNow & the New AI Software Winners 01:07:00 – The Seat-Based SaaS Model Is Dying 01:12:00 – OpenAI's Custom Models Could Rewrite Enterprise Software 01:17:00 – OpenAI's Biggest Threat Isn't Anthropic Anymore  

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... Read more... The post Coach Jeff Podcast #1337 – Moats n Coffee – RFTS26 appeared first on Coach Jeff.

In this episode, we unpack the consolidation of private practices and the growing influence of Dental Support Organizations. While many independent dentists view consolidation as a threat, Peter and Craig argue it may actually create one of the greatest opportunities the profession has ever seen. They explore the economic forces driving DSO growth, including insurance arbitrage, private equity investment, rising operating costs, and changing ownership models. But beyond the numbers, the conversation focuses on something much more important: what independent dentists can offer that large organizations often cannot. Peter, Craig, and Ian discuss why personalized care, strong patient relationships, community, and entrepreneurial freedom remain powerful competitive advantages. They challenge the idea that independent practice is becoming obsolete and explain why dentists who embrace leadership, innovation, and business education may be better positioned than ever before. The discussion also explores AI, technology, customer experience, insurance dynamics, and the future of practice ownership. As dentistry becomes increasingly consolidated, the question isn't whether the industry is changing. It's whether practice owners are willing to evolve with it. The golden era of dentistry isn't behind us. It belongs to the dentists willing to build it. If you've ever wondered what the future holds for independent practice ownership, this episode is for you. DESCRIPTION The Bulletproof Dental Podcast Episode: 445 HOSTS: Dr. Peter Boulden, Dr. Craig Spodak, and Ian de Jongh In this episode, Peter Boulden, Craig Spodak, and Ian de Jongh explore the rise of DSOs, the accelerating consolidation of dentistry, and what these trends mean for independent practice owners. The conversation examines the economic realities driving consolidation, the advantages and challenges of private practice ownership, and why community, leadership, technology, and patient experience may become the defining factors separating thriving practices from struggling ones in the years ahead. TAKEAWAYS DSO consolidation continues to reshape the dental industry Insurance arbitrage remains a major driver of acquisitions Independent practices still possess significant competitive advantages Personalized patient care is difficult to replicate at scale Community creates resilience during periods of industry change Leadership and business education matter more than ever Technology and AI will accelerate practice evolution Customer experience can become a powerful differentiator The future belongs to adaptable practice owners Consolidation creates both risks and opportunities Dentists must actively choose their path rather than react to industry trends The golden era of dentistry is still available to those willing to build it TIME STAMPS 00:00:00 - Introduction and Welcome 00:00:43 - Discussion on DSOs 00:01:34 - Statistics on DSO Growth 00:03:07 - Impact of Interest Rates on DSOs 00:04:21 - Historical Perspective on DSOs 00:05:15 - Comparison with Dermatology and Veterinary Practices 00:07:05 - Relationship-Based Nature of Dentistry 00:08:33 - Business Coaching in Dentistry 00:10:02 - Pause in DSO Consolidation 00:10:17 - Example of DSO Unwinding 00:12:09 - Financial Distress in DSOs 00:13:01 - Rollover Equity in DSO Sales 00:14:47 - Importance of Upfront Cash in DSO Deals 00:16:00 - Independent Dentists Thriving 00:18:20 - Personalization of Care 00:18:49 - Example of Personalized Service 00:20:52 - Customer Service in Dentistry 00:22:46 - DSO vs. Independent Practice Quality 00:24:02 - SOPs in DSOs 00:26:06 - Moats for Independent Practices 00:28:28 - ADA Statistics on DSO Affiliation 00:29:01 - Macro Factors Affecting Consolidation 00:31:14 - Insurance Arbitrage in DSOs 00:33:01 - AI and Service Businesses 00:34:27 - Future of Independent Dentistry 00:36:09 - Importance of Community 00:37:03 - Power in Numbers for Independent Dentists 00:37:34 - Personal Experience with DSO Sale 00:39:09 - Paycheck Advance Analogy 00:40:15 - Summary and Closing Remarks 00:42:27 - Outro and Call to Action

See more: https://thinkfuture.comConnect with Brian: https://www.linkedin.com/in/brian-herr/---The AI gold rush is ending. What comes next?In this episode of thinkfuture, host Chris Kalaboukis speaks with Brian Herr about where AI is really heading—and why the next wave of winners won't be the companies building AI wrappers.Brian argues that AI isn't a completely new paradigm. It's the latest step in a decades-long evolution of human-computer interaction, moving from punch cards and command lines to graphical interfaces and now natural language.The real story isn't AI itself.It's what happens when AI becomes infrastructure.We explore:Why AI is a natural evolution of user interfacesThe shift from AI hype to real business valueWhy VCs are moving from “AI wrappers” to “AI-safe” investmentsThe importance of defensible moats like proprietary data and domain expertiseWhy AI should be treated like a smart intern, not a magical oracleThe future of agentic AI and autonomous systemsWhy smaller, specialized models may outperform giant general-purpose modelsThe rise of local AI running directly on personal devicesWhy trust, governance, and observability are critical for enterprise AINeural interfaces as the next frontier of human-computer interactionBrian believes we're entering a market correction similar to the dot-com era, where companies built solely on access to AI models will struggle, while businesses solving real problems will thrive.If you're interested in AI startups, venture capital, enterprise AI, agentic systems, or the future of technology, this conversation provides a practical roadmap for what comes next.

Send us Fan MailHalo!In todays lesson, Uncle Mike & Tony D go over some key vocabulary if you plan on ordering off of a Croatian Menu.The Super Slatko Report takes us to the 7 defensive castles along the Dalmatian Coast.See you there! Pod cast links -Let's Learn Croatian the App!https://studio.com/lets-learn-croatianVisit our LLC website: https://www.letslearncroatian.com/NEW BOOK ALERT- Croatia Explained by DJ MOE!This is an affiliate link, if you buy, we may earn a small commission.https://amzn.to/4svEhjHCheck out our LLC Link Tree, lots of amazing ways to support the LLC Pod via our handpicked affiliate links! https://linktr.ee/MaliMomentoLLC?utm_source=linktree_profile_share<sid=830b9f1d-ec9d-483b-bf35-25d070ee2600We have a YouTube channel: https://youtube.com/c/LetsLearnCroatianLLC Merch Store: https://www.letslearncroatian.com/llc-storeKeep the content flowing, donate to the LLC: https://www.letslearncroatian.com/llc-supporters-pageBuy the LLC a Cup of Coffee: https://www.buymeacoffee.com/infoKX Collaborate with LLC: https://www.letslearncroatian.com/become-a-sponsorDo you FaceBook, we do: https://www.facebook.com/llcpod/?__tn__=-UC*FWe even do Instagram: https://www.instagram.com/llcpod/?hl=enTeeDee's Soaps!https://www.teedeessoaps.comLLC APPThe wait is over, the Let's Learn Croatian App is finally here! All our content now at your finger tips. This is a 100% personalized, Ai immersive language experience to get you speaking Croatian quickly and confidently. Sign up today and see where the journey takes you.https://studio.com/lets-learn-croatian BOOK!Check out my book, Croatia, Explained, for travelers who want more than just nice views and a few good meals. So before you take off this summer, make sure you're not just showing up… you're showing up prepared.Croatia, Explained. Available now on Amazon—link in the description.This is an affiliate link, if you buy, we may earn a small commission.https://amzn.to/4svEhjH BUY ME A COFFEEWe launched a Buy Me a Coffee supporters page. Here's your opportunity to become an LLC Members. Lots of incentives, including: an LLC Members Only Magnet, automatic entrance to any LLC Member Only raffles & prizes and access to the LLC Members Only page on our website, where we upload new content monthly.Click on the link below.https://www.buymeacoffee.com/infoKXHvala, Support the show

Jake and Michael discuss all the latest Laravel releases, tutorials, and happenings in the community.Show linksGenerate HTML Password Rules Attribute in Laravel 13.9.0Storage Cache Store in Laravel 13.10.0Scrollbar Styling and Container Size Utilities in Tailwind CSS v4.3.0Laravel Introduces First-Party Passkey Authentication SupportLaravel's AI SDK adds sub-agentsDHH Joins Laravel Live Denmark 2026 for Fireside Chat with Taylor OtwellManage Laravel Cloud Deployments Inside PhpStormMoat: A Security Review for Your GitHub AccountModel-Based Scheduling for Laravel with CadenceLarapanda: A Type-Safe Lightpanda Browser SDK for LaravelUse a Google Sheet as Your Laravel Database with the Google Sheets Database DriverDrag-and-Drop Sorting for Eloquent Models with Reorderable for LaravelPiper: Laravel-Style Array and String Helpers for PHP's Pipe OperatorSimple Feature Flags for Laravel with Laravel ToggleLaravel Paper: A Flat-File Eloquent DriverTutorialsLaravel MongoDB Full-Text Search tutorial: The Art of the RelevancyShip AI with Laravel: Real-Time Streaming Chat UI with Livewire

Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital toward scarce assets, with Bitcoin at the center of that shift. We get into his “AI is the new QE” thesis, the scarcity-versus-abundance portfolio, why the S&P may struggle in an AI regime, what a more muted Bitcoin cycle looks like, and where he still sees upside across the rest of crypto. ---