Podcasts about moats

  • 378PODCASTS
  • 1,374EPISODES
  • 1h 1mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • May 30, 2025LATEST
moats

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about moats

Latest podcast episodes about moats

Sounds Like A Search And Rescue Podcast
Episode 4 - So You Wanna Hike - The Moats

Sounds Like A Search And Rescue Podcast

Play Episode Listen Later May 30, 2025 36:16


So you wanna hike the Moats!  Mike and Nick go over all the details of this awesome 52 with a view hike.  Routes: Moat Mountain Traverse South Moat Out and Back North Moat  

The Arthur Moats Experience With Deke
Pittsburgh Steelers Start Organized Team Activities (OTAs)

The Arthur Moats Experience With Deke

Play Episode Listen Later May 29, 2025 100:54


Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers starting phase 2 of OTAs and Steelers Super Bowl Champion QB, Terry Bradshaw's, comments on Aaron Rodgers! Afterwards, Moats finishes the show answering questions from Steelers Nation!

MOATS The Podcast with George Galloway
Starmer's Scandal, Israel's Gamble & Iran's Missile Might

MOATS The Podcast with George Galloway

Play Episode Listen Later May 25, 2025 102:30


MI5 claims three male models were Russian agents — sweetie, espionage just got hotter. Keir Starmer faces mounting pressure in #ArsonGate as his position becomes increasingly untenable. Iran warns that any Israeli attack will be met with a decisive response, signaling a regional flashpoint with devastating consequences.We break down Piers Morgan's astonishing 180° turn, expose the rise of #Shills4Netanyahu, and explore why Bono—yes, that Bono—calls for Netanyahu's resignation. From the digital trauma of Gaza's suffering, described as a "holocaust on your phone", to the geopolitical chessboard where Iran emerges as a missile superpower, we're covering it all.Featuring:Professor Seyed Marandi - Professor of English Literature and Orientalism, University of TehranTadhg Hickey - Irish Polemicist, Comedian, Writer, and Filmmaker

The Arthur Moats Experience With Deke
Pittsburgh Steelers News/NFL Rule Changes/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later May 22, 2025 112:39


Retired Steelers Linebacker, Arthur Moats, starts the show talking about the NFL approving players to play Flag Football in the 2028 Olympics along with the "Tush Push" ban proposal! Moats is then joined by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss the NFL players being approved to play in the Olympics, potential changes to the Onside Kick, Raiders Rookie RB Ashton Jeanty plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

The Data Minute
Backing Founders From Day Zero | Ed Sim (Founding Partner, Boldstart Ventures)

The Data Minute

Play Episode Listen Later May 22, 2025 51:40


What does it mean to be a “day one partner” for founders—and how does that change in an era of AI-driven acceleration?On this episode of The Data Minute, Peter sits down with Ed Sim, founding partner of Boldstart Ventures and the voice behind “What's Hot

Crazy Town
Bunkers, Bazookas, and Bespoke Moats: How to Be Safe in an Unsafe World

Crazy Town

Play Episode Listen Later May 21, 2025 42:13 Transcription Available


Send us a textThe world has gone bunking mad. The bespoke security industry is burying bunkers stocked with arsenals of automatic rifles and surrounded by flaming moats. Is there a better way to prepare for the polycrisis, the zombie apocalypse, or whatever hard times are on the horizon? Jason, Rob, and Asher have some fun at the expense of the bunker builders before examining the positive aspects of peasanthood and stressing the need to build community.Originally recorded on 5/5/25.Warning: This podcast occasionally uses spicy language.Sources/Links/Notes:Coralie Kraft, "The 'Panic Industry' Boom," New York Times Magazine, April 10, 2025.The SAFE company offers "bespoke, fortified residences" and other silly signs of our times. Aaron Gell, "'All of his guns will do nothing for him': lefty preppers are taking a different approach to doomsday," The Guardian, April 17, 2025.Will Petersen, "Nuggets star Nikola Jokic is again living a good life back in Serbia," Denver Sports, June 20, 2023.Related Episodes of Crazy Town:Episode 73. How Longtermism Became the Most Dangerous Philosophy You've Never Heard ofEpisode 34. Fear of Death and Climate Denial, or… the Story of Wolverine and the Screaming Mole of DoomEpisode 100. A Temporary Techno Stunt: Tom Murphy on Falling out of Love with ModernitySupport the show

MOATS The Podcast with George Galloway
Piers Morgan: Israel's Sponsored Mouthpiece? | Starmer on the Catwalk, Ukraine in Ruins

MOATS The Podcast with George Galloway

Play Episode Listen Later May 21, 2025 94:31


In this explosive episode of MOATS, George Galloway delivers in-depth analysis and unfiltered commentary on the biggest global news stories, political controversies, and media narratives dominating headlines."You wait for years, then three Ukrainian male models stroll along! Another male model tripped on the Starmer catwalk"George Galloway dives into the heart of Middle East tensions — from the Israel-Gaza war and Israeli military operations in Jenin, to Farage's incendiary rhetoric and David Lammy's foreign policy stance. We explore the UK's military role via the RAF, rising threats of conflict with Iran, and the growing diplomatic divisions within the EU.Piers Morgan, Israel's useful, sponsored idiot.Activist and artist Lowkey joins us for a powerful segment dissecting Western media bias on Palestine. We expose the influence of Rupert Murdoch, the BBC's institutional framing, and the roles of pro-Israel lobbying groups like UK Lawyers for Israel (UKLFI) and intelligence units like Unit 8200. Expect sharp insights into how narratives around Gaza, Palestine, and resistance movements are strategically shaped.Former U.S. Army Colonel Douglas Macgregor breaks down the shifting geopolitics of the Middle East and Eastern Europe — analyzing the Israel-Iran conflict, Syria and Turkey's evolving positions under Erdoğan, and contrasting Biden's foreign policy with Donald Trump's America First doctrine. He also provides a candid assessment of Ukraine's battlefield realities and the future of NATO-Russia relations.If you're tired of corporate news spin and looking for hard-hitting, independent analysis on the most important global issues, this episode is for you.Featuring:

The Arthur Moats Experience With Deke
Pittsburgh Steelers News/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later May 20, 2025 122:29


Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers having interest in Saints WR Chris Olave and an update on Aaron Rodgers timeline! Moats is then joined by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss the Steelers interest in Chris Olave, Aaron Rodgers, the UFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Radio Prague - English
Iconic Říp Hill was once lava lake, Via Silva Nortica cycling route, final bears in castle moats, ex-Slovak president Kiska

Radio Prague - English

Play Episode Listen Later May 20, 2025 25:20


News; the iconic Říp Hill was once a lava lake, researchers have revealed; the future Via Silva Nortica: the cycle route from Vysočina through southern Bohemia and on to Melk in Austria; will bears disappear entirely from Czech castles?; former Slovak President Kiska speaks out on Fico, Orbán, Babiš and the EU.

The Arthur Moats Experience With Deke
Pittsburgh Steelers 2025 Schedule Release/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later May 16, 2025 109:12


Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers schedule release! Moats is then joined by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss the Steelers upcoming schedule, the headlines surrounding the NFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Jeff's Asia Tech Class
The 6 Pillars of Huawei's “Cloud for AI” Strategy (247)

Jeff's Asia Tech Class

Play Episode Listen Later May 16, 2025 44:03 Transcription Available


This week's podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.—–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

The Arthur Moats Experience With Deke
2025 Pittsburgh Steelers Rookie Minicamp/UFL

The Arthur Moats Experience With Deke

Play Episode Listen Later May 13, 2025 87:07


Retired Steelers Linebacker, Arthur Moats, talks about the Steelers Rookie Minicamp and who stoodout! Moats then talks about Aaron Rodgers following Derek Carr retiring from the NFL and the confidence level the Steelers have in Calvin Austin III & Roman Wilson in 2025! Afterwards, Moats finishes the show talking about a potential UFL rule that the NFL could adopt and answering questions from Steelers Nation!

The Arthur Moats Experience With Deke
Pittsburgh Steelers News/Tyler Candelaria/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later May 8, 2025 102:02


Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers trading George Pickens to the Dallas Cowboys! Arthur then calls Tyler Candelaria to get his thoughts on the GP trade! Next, Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the major GP trade! Afterwards, Moats finishes the show answering questions from Steelers Nation!

The Arthur Moats Experience With Deke
Pittsburgh Steelers News/Dominic Ferro/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later May 6, 2025 100:13


Retired Steelers Linebacker, Arthur Moats, continues to talk about the Steelers newest additions following the draft! Arthur then is joined by Dominic Ferro to talk the Steelers Draft class plus more! After that, Moats is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss his thoughts on the Steelers undrafted free agent signings, Robert Woods signing plus more! Moats then finishes the show answering questions from Steelers Nation!

Falconry Chronicles Podcast
Episode 166: Rick Thompson and Rich Moats

Falconry Chronicles Podcast

Play Episode Listen Later May 6, 2025 96:00


Revisiting this episode was a lot of fun, and getting the chance to record these types of conversations is a huge part of the reason why I continue doing this podcast. This was the second episode I recorded after a long, hot day of dachshund field trials, and instead of sitting down with these two friends separately, I decided to go ahead and have a group discussion and just go wherever it led us! We ended up talking about Rick and Rich's victories that weekend, Rick's ADHD attempt to convince Rich to start cast flying Harris's hawks on squirrels, what led Rich to start making equipment and get his own falconry business going, and other things our overheated, whiskey influenced brains decided to talk about! Enjoy! Support at buymeacoffee.com/falconrychroniclesSpecial thanks to the organizations and businesses who've kindly helped support the podcast!The Archives of Falconryhttp://www.falconry.orgMarshall Radio Telemetryhttp://www.marshallradio.comMasters of the Skieshttp://www.mastersoftheskies.orgBaba Yaga Craftshttp://www.instagram.com/babayagagoshawkNorth Mountain Goshawkshttp://www.northmountaingoshawks.comNew Mexico Falconers AssociationArizona Falconers Assocationhttp://www.arizonafalconers.comTexas Hawking Associationhttp://www.texashawking.orgNorth American Falconers Associationhttp://www.n-a-f-a.comFalconry Fundhttp://www.falconryfund.orgPursuit Falconry and Conservation Magazinehttp://pursuitfalconry.co.ukThe Specialist Falconhttp://www.thespecialistfalcon.comCape Falconry Clubhttp://www.capefalconry.co.zaEast Coast Falconshttp://www.eastcoastfalcons.comBlackhawk Falconry Dachshundshttps://www.facebook.com/blackhawkdachshunds

Sunny Side Up
Ep. 529 | Building SaaS Moats: Brand, Community, and AI

Sunny Side Up

Play Episode Listen Later May 6, 2025 29:30


Episode SummaryThis episode explores how SaaS companies can create competitive moats through strong brands and authentic communities. Margaret Kelsey shares her expertise on why technology alone isn't a moat in today's landscape and how :: community, customer relationships, and values can differentiate brands for long-term success. The conversation also dives into the role of generative AI in marketing, actionable steps to build genuine customer connections, and strategies for amplifying brand stories across channels.About the GuestMargaret Kelsey is a CMO, marketing advisor, artist, and podcast host dedicated to creating shared languages that provide clarity, direction, and personal satisfaction. In her professional life, she develops effective go-to-market strategies, emphasizing the importance of aligning internal teams with their target audiences. Her artistic endeavors delve into the exploration of subconscious shared languages to create a human connection. Margaret also co-hosts a podcast (Don't Say Content) where the conversations center around creating shared languages within the workplace.Website: https://www.kodaris.com/Connect with MargaretKey Takeaways- Technology is No Longer a Moat Rapid innovation and the influence of AI mean competitors can replicate products quickly. Building moats today requires strong brands and loyal communities.- The Flywheel of Brand, Culture, and Community Companies succeed when their internal values align with their external brand and customer values, creating a "magnetic alignment" for differentiation.- Leverage Generative AI ThoughtfullyUse micro, proprietary data lakes to train AI tools, ensuring authenticity and avoiding the risks of public LLM (Large Language Model) contamination.- Start with Customer ConversationsOne of the simplest and most effective steps to building community is engaging directly with your happiest, most loyal customers in casual virtual or in-person settings.- Experiment and Monitor ChannelsEven in saturated channels, consistent experimentation helps uncover formats and content types that resonate with your audience.Quotes"You inherit credibility by bringing customers together and forming connections they value. That builds trust your brand can benefit from."Tech Recommendations- Riverside - A versatile platform for recording high-quality podcasts and interviews.Recommended ResourceBooks:- Radical Candor by Kim Scott - Be a Kick-Ass Boss Without Losing Your Humanity- The Let Them Theory by Mel Robbins - A Life-Changing Tool That Millions of People Can't Stop Talking About

Lenny's Podcast: Product | Growth | Career
Inside Devin: The world's first autonomous AI engineer that's set to write 50% of its company's code by end of year | Scott Wu (CEO and co-founder of Cognition)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later May 4, 2025 92:31


Scott Wu is the co-founder and CEO of Cognition, the company behind Devin—the world's first autonomous AI software engineer. Unlike other AI coding tools, Devin works like an autonomous engineer that you can interact with through Slack, Linear, and GitHub, just like with a remote engineer. With Scott's background in competitive programming and a previous AI-powered startup, Lunchclub, teaching AI to code has become his ultimate passion.What you'll learn:1. How a team of “Devins” are already producing 25% of Cognition's pull requests, and they are on track to hit 50% by year's end2. How each engineer on Cognition's 15-person engineering team works with about five Devins each3. How Devin has evolved from a “high school CS student” to a “junior engineer” over the past year4. Why engineering will shift from “bricklayers” to “architects”5. Why AI tools will lead to more engineering jobs rather than fewer6. How Devin creates its own wiki to understand and document complex codebases7. The eight pivots Cognition went through before landing on their current approach8. The cultural shifts required to successfully adopt AI engineers—Brought to you by:Enterpret—Transform customer feedback into product growthParagon—Ship every SaaS integration your customers wantAttio—The powerful, flexible CRM for fast-growing startups—Where to find Scott Wu:• X: https://x.com/scottwu46• LinkedIn: https://www.linkedin.com/in/scott-wu-8b94ab96/—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 Scott Wu and Devin(09:13) Scaling and future prospects(10:23) Devin's origin story(17:26) The idea of Devin as a person(22:19) How a team of “Devins” are already producing 25% of Cognition's pull requests(25:17) Important skills in the AI era(30:21) How Cognition's engineering team works with Devin's(34:37) Live demo(42:20) Devin's codebase integration(44:50) Automation with Linear(46:53) What Devin does best(52:56) The future of AI in software engineering(57:13) Moats and stickiness in AI(01:01:57) The tech that enables Devin(01:04:14) AI will be the biggest technology shift of our lives(01:07:25) Adopting Devin in your company(01:15:13) Startup wisdom and hiring practices(01:22:32) Lightning round and final thoughts—Referenced:• Devin: https://devin.ai/• GitHub: https://github.com/• Linear: https://linear.app/• Waymo: https://waymo.com/• GitHub Copilot: https://github.com/features/copilot• Cursor: https://www.cursor.com/• Anysphere: https://anysphere.inc/• Bolt: https://bolt.new/• StackBlitz: https://stackblitz.com/• Cognition: https://cognition.ai/• v0: https://v0.dev/• Vercel: https://vercel.com/• Everyone's an engineer now: Inside v0's mission to create a hundred million builders | Guillermo Rauch (founder and CEO of Vercel, creators of v0 and Next.js): https://www.lennysnewsletter.com/p/everyones-an-engineer-now-guillermo-rauch• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder and CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• Assembly: https://en.wikipedia.org/wiki/Assembly_language• Pascal: https://en.wikipedia.org/wiki/Pascal_(programming_language)• Python: https://www.python.org/• Jevons paradox: https://en.wikipedia.org/wiki/Jevons_paradox• Datadog: https://www.datadoghq.com/• Bending the universe in your favor | Claire Vo (LaunchDarkly, Color, Optimizely, ChatPRD): https://www.lennysnewsletter.com/p/bending-the-universe-in-your-favor• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• Windsurf: https://windsurf.com/• COBOL: https://en.wikipedia.org/wiki/COBOL• Fortran: https://en.wikipedia.org/wiki/Fortran• Magic the Gathering: https://magic.wizards.com/en• Aura frames: https://auraframes.com/• AirPods: https://www.apple.com/airpods/• Steven Hao on LinkedIn: https://www.linkedin.com/in/steven-hao-160b9638/• Walden Yan on LinkedIn: https://www.linkedin.com/in/waldenyan/—Recommended books:• How to Win Friends & Influence People: https://www.amazon.com/How-Win-Friends-Influence-People/dp/0671027034• The Power Law: Venture Capital and the Making of the New Future: https://www.amazon.com/Power-Law-Venture-Capital-Making/dp/052555999X• The Great Gatsby: https://www.amazon.com/Great-Gatsby-F-Scott-Fitzgerald/dp/0743273567—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. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

MOATS The Podcast with George Galloway
It's Not Looking Like War Between US and Iran | 100 Days of Trump 2.0

MOATS The Podcast with George Galloway

Play Episode Listen Later May 4, 2025 98:42


Trump's Iran U-turn, or is he still spinning? M*rder in Yemen. Starmer the most unpopular PM in history. And carpet-bombing bombing tents in GazaGeorge Galloway broadcasts live from Tehran with guests Professor Marani to discuss why its not looking like war between Iran and the US.Joseph Okechucku joins Moats to battle of culture and colonialism in Burkina Faso after thousands of people rallied in Burkina Faso's capital Ouagadougou on Wednesday in support of the military junta after an alleged coup attempt by France and the west.Professor Seyed Mohammad Marandi: Professor of English Literature and Orientalism at the University of Tehran - Twitter: https://twitter.com/s_m_marandi- Facebook: https://www.facebook.com/Prof.MohammadMarandi/Joseph Okechucku: Youtuber and Political Commentator- YouTube: https://www.youtube.com/channel/UCk4nAIu1RfciUA7FRliRgJA  Become a MOATS Graduate at https://plus.acast.com/s/moatswithgorgegalloway. Hosted on Acast. See acast.com/privacy for more information.

Jonesy & Amanda's JAMcast!

Jonesy & Amanda's JAMcast!

Play Episode Listen Later May 1, 2025 4:35 Transcription Available


This week on Double A Chattery, Amanda Keller and Anita McGregor unpack the rise of panic rooms, secret bunkers, and even flammable moats (yes, that’s a thing).See omnystudio.com/listener for privacy information.

Jeff's Asia Tech Class
The Audience Builder Platforms Behind YouTube, TikTok and Instagram (246)

Jeff's Asia Tech Class

Play Episode Listen Later Apr 30, 2025 48:07 Transcription Available


This week's podcast is about audience builder platforms.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the main points:Misconception 1: Audience Builder Platforms Are Just Content Hubs with LibrariesMisconception 2: Audience Builder Platforms Are Highly ProfitableMisconception 3: Audience Builder Platforms Get You “Winner Take All” DynamicsMisconception 4: Audience Builders Have Two Main User Groups – Creators and ViewersMisconception 5: A Content Library Is a Barrier to Entry -----------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

The Arthur Moats Experience With Deke
Pittsburgh Steelers 2025 NFL Draft Recap/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later Apr 29, 2025 118:15


Retired Steelers Linebacker, Arthur Moats, starts the show recapping the Steelers Draft! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers Draft, some of the headlines surrounding the NFL Draft, Aaron Rodgers plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

FinPod
Corporate Finance Explained | Economic Moats: Competitive Advantage in Corporate Finance

FinPod

Play Episode Listen Later Apr 29, 2025 32:23


What separates companies that have thrived for decades, like Apple, Amazon, and Google, from those that have disappeared? It all comes down to economic moats: the lasting advantages that protect profits and market share.In this episode of FinPod, we explore:What economic moats are and why they matterThe five types of moats: brand power, network effects, switching costs, cost advantages, and regulatory protectionHow to spot a company's moat through financial metrics like ROIC, gross margins, and free cash flowReal-world examples: Apple, Visa, Google, and cautionary tales like Blackberry and KodakHow finance teams like FP&A, valuation, and strategy roles protect and grow moatsThe future of moats: data, platforms, and the power of adaptabilityHow YOU can build your own personal career moat to stay competitiveIf you work in finance or strategy or are curious about how businesses stay competitive long-term, this episode is packed with practical insights.#EconomicMoats #CorporateFinance #BusinessStrategy #FPA #FinanceCareers #FinPod

Emerging Markets Enthusiast
Camila Vieira (QED) on prioritizing moats over themes, the fund's structure through multiple instruments and know where you land on Liquidity

Emerging Markets Enthusiast

Play Episode Listen Later Apr 29, 2025 39:37


On this episode Pat sits down with Camila Vieira, Partner and head QED's Brazil operation. We dive into the fund's evolving commitment on the region, how they got it right investing in Nubank in 2015, what their thesis and structure looks like today 10 years later and whether LatAm's next outbreak success will also be Fintech? How do sector specific funds differentiate from generalists in their way how they look at FintechTaking a unit economic and defensible moat lens instead of following a themes based investing approachThe last whitespace in Fintech in Brazil How should founders think about liquidity and how QED is preparing their portfolio You can find Camila on LinkedIn here. Want to stay up-to-date on latest episodes?Follow The Enthusiast wherever you are getting your podcasts and make sure to check out our newsletter on LinkedIn⁠here⁠ to stay up to date on our latest episodes with founders and investors beyond the Valley.Follow Pat on LinkedIn ⁠here⁠.

Bleav in Steelers
Arthur Moats talks Will Howard, Shedeur Sanders' slide and Steelers' draft

Bleav in Steelers

Play Episode Listen Later Apr 28, 2025 30:11


Former Pittsburgh Steelers linebacker Arthur Moats shared his thoughts on the Steelers' selection of Ohio State quarterback Will Howard. Moats and "Bleav in Steelers" host Mark Bergin discussed Colorado quarterback Shedeur Sanders' slide to the sixth round of the 2025 NFL Draft. Bergin explained why he thinks the Browns could trade Dillon Gabriel or Kenny Pickett. Bergin does not believe the Steelers are trade partners for the Browns. Meanwhile, free-agent quarterback Aaron Rodgers could still sign with the Steelers. The guys also discussed other Steelers' draft selections, including first-round pick Derrick Harmon out of Oregon, Iowa running back Kaleb Johnson, Iowa defensive tackle Yahya Black and Washington linebacker Carson Bruener. Follow Arthur Moats on social media: Facebook, Twitter, Instagram, YouTube Follow Mark Bergin on social media: Facebook, Twitter,  Instagram, YouTube, Threads

The MAD Podcast with Matt Turck
Glean's Breakthrough: CEO Arvind Jain on Scaling AI Agents & Search

The MAD Podcast with Matt Turck

Play Episode Listen Later Apr 24, 2025 52:11


A week after OpenAI's o3/o4-mini volleyed with Google's Gemini 2.5 Flash, I sat down with Arvind Jain— ex-Google search luminary, Rubrik co-founder, and now CEO of Glean —just as his company released its agentic reasoning platform and swirled with rumors of a new round at a $7 billion valuation. We open on that whirlwind: why the model race is accelerating, why enterprises still gravitate to closed models, and when open-source variants finally take over. Arvind argues that LLMs should “fade into the background,” leaving application builders to pick the right engine for each task.From there, we trace Glean's three-act arc—enterprise search powered by transformers (2019), retrieval-augmented chat the moment ChatGPT hit, and now agents that have already logged 50 million real actions inside Glean enterprise customers. Arvind lifts the hood on permission-aware ranking, tool-use orchestration, and the routing layer that swaps Gemini for GPT on the fly. Along the way, he answers the hard questions: Do agents really double efficiency? Where's the moat when every startup promises the same? Why are humans still in the review loop, and for how long?The conversation crescendos with a vision of work where every employee is flanked by a team of proactive AI coworkers—all drawing from a horizontal knowledge layer that knows the firm's language better than any newcomer. If you want to know what's actually working with AI in the enterprise, how to build agents that deliver ROI, and what the next era of work will look like, this episode is packed with specifics, technical insights, and bold predictions from one of the sharpest minds in the space.GleanWebsite - https://www.glean.comX/Twitter - https://x.com/gleanaiArvind Jain LinkedIn - https://www.linkedin.com/in/jain-arvindX/Twitter - https://x.com/jainarvindFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)LinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) Intro & Glean's $7B valuation rumor (02:01) The AI model explosion: open vs. closed in the enterprise (06:19) Why enterprises choose open source AI (and when) (10:33) The agent era: what are AI agents and why now? (12:41) Automating business processes: real-world agent use cases (16:46) Are we there yet? The reality of AI agents in 2025 (19:24) Glean's origin story: reinventing enterprise search (26:38) Glean agents: from apps to agentic platforms (31:22) Horizontal vs. vertical: Glean's strategic platform choice (34:14) How Glean's enterprise search works (39:34) Staying LLM-agnostic: integrating new AI models (42:11) The architecture of Glean agents: tool use and beyond (43:50) Data flywheels and personalization in Glean (47:06) Moats, competition, and the future of work with AI agents

MOATS The Podcast with George Galloway
America First and Last | Will There Be A Russia-Ukraine Peace Deal This Week?

MOATS The Podcast with George Galloway

Play Episode Listen Later Apr 23, 2025 94:33


What if God was one of us? Being Catholic is chic. Peter the Roman for Francis 2.0 Nobody wants to die for Starmer. Greenery, wokery and quackery. Will Trump walk a way from Ukraine deal? All this coming up on the mother of all talk shows.Bishop Dr. Munib Younan joins Moats to discuss Gaza and the death of the Pope.Bursting the fictional bubble. Trump and we're done. Europe can't fill the military vacuum, says Col Dan Davis.Niko House returns to Moats to discuss the latest news emanating from the mess that is the United States and the failed attempt on the life of Burkina Faso on late Monday after  Captain Ibrahim Traore confirmed the attempted assault on the presidency.The West African has been run since September 2022 by military leaders following a coup headed by Captain Ibrahim TraoreCol. Daniel L Davis: Retired United States Army Officer and Analyst of United States Foreign Policy- Twitter:https://x.com/danielldavis1  @DanielDavisDeepDive  Bishop Dr. Munib Younan: Palestinian Bishop Emeritus of the Evangelical Lutheran Church in Jordan and the Holy LandNiko House: Political Commentator and Founder of MCSC Network- Twitter: https://twitter.com/realnikohouse- Instagram: https://instagram.com/realnikohouse- Facebook: https://www.facebook.com/nikoforthepeople- YouTube: https://youtube.com/@MCSCNetworkWNikoHouse- TikTok: https://www.tiktok.com/@realnikohouse- Telegram: https://t.me/nikohousert Become a MOATS Graduate at https://plus.acast.com/s/moatswithgorgegalloway. Hosted on Acast. See acast.com/privacy for more information.

The Arthur Moats Experience With Deke
Greatest Pittsburgh Steelers Draft Picks Of All-Time Each Round

The Arthur Moats Experience With Deke

Play Episode Listen Later Apr 22, 2025 117:38


Retired Steelers Linebacker, Arthur Moats, talks about the greatest Steelers draft picks of all time each round and fan mock drafts from Steelers Nation heading into the draft!  Afterwards, Moats finishes the show answering questions from Steelers Nation!

First Funders
S2E02: Before Clay Was a Unicorn: The First Check, the Thesis, and the Long Game - Andre Charoo, Maple VC

First Funders

Play Episode Listen Later Apr 22, 2025 74:00


Canadians have been the lifeblood behind some of the biggest unicorn startups of the past few years (think Open AI, Uber, Slack, Instacart, Notion, Databricks, CloudFlare, Roblox, Ethereum, Moderna Health, and Clay to name a few), and yet no one talks about them, except for Andre Charoo. And he's not just talking – he's putting his money behind Canadian founders through his fund, Maple VC. Andre shares why he thinks Canadian founders are always a strong bet (and bonus points if they're immigrants, too), what it's like to wait over 7 years to see a pre-seed investment materialize (in this case, recent unicorn Clay), and how he thinks about moats in the AI age (and why they still matter).Maple VC writes $500k – $1.5 million industry-agnostic checks into pre-seed and seed stage companies with roots from Canada to Korea to Harvard. HighlightsEven long after he left Uber and Hired, Andre never lost his go-to-market spirit and he's carried it with him as he's moved from operator to VC. Andre's investing framework can best be described as Canadian roots with global reach. He's been working hard to give Canadian founders their due and show their world that they are some of the most ambitious people out there. Clay, a unicorn in the Maple VC portfolio, is a testament to persistence and patience. Andre urges investors to remember they're playing the long game – waiting for results that may not materialize for nearly a decade. It's all about building durable companies, and the 7 Powers by Hamilton Helmer still holds true. Andre stresses that defensibility and success come from strategic insight, execution, and taste—not just code.While AI is changing the way companies form and scale, Andre still believes in this undefeated combo for founders: inventors, builders, and operators.(00:00) - Andre Charoo, Maple VC - Before Clay Was a Unicorn: The First Check, the Thesis, and the Long Game (01:40) - Andre's journey from operator to investor (06:56) - Why Andre will always bet on Candian expats (22:46) - Andre's check size and how he manages Maple VC (33:38) - The 7-year story of the unicorn, Clay (42:14) - Where Andre thinks AI stands and where it might be going (49:17) - Moats still matter in the AI era (01:03:02) - Andre's take on the inventor-builder-operator trifecta

The Arthur Moats Experience With Deke
Pittsburgh Steelers Top 30 Visits/ Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later Apr 20, 2025 96:35


Retired Steelers Linebacker, Arthur Moats, starts the show discussing the various headlines surrounding the Steelers and the NFL! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss TJ Watt's potential trade market, the current state of the NCAA transfer portal, Travis Hunter & Shedeur Sanders getting their jerseys retired plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Jeff's Asia Tech Class
Lessons from My Visit to Alibaba Cloud (244)

Jeff's Asia Tech Class

Play Episode Listen Later Apr 19, 2025 49:23 Transcription Available


This week's podcast is about my visit to Alibaba Cloud headquarters in Hangzhou.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the main points:1-Social and community platform commerce. Livestreaming (entertaining plus impulse shopping)Community platforms. Interest based social commerce.2-Discovery-driven customer experiences and conversational search. Not keywords. Focus on discovery phase and impulse purchases.AR/VR (image search is easy version)Hyper personalizationAI0driven browsing and conversational search3-Tools to level the playing field Chatbot for CSRLLMsContent generation for marketing  ——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

Jay and Dave's Sports Bar
Boise State assistant coach David Moats breaks down 'Portal Combat' as Broncos add 4-star trio

Jay and Dave's Sports Bar

Play Episode Listen Later Apr 18, 2025 35:50


Basketball season is over, but "Portal Combat" continues for Boise State. In the last couple of weeks, the Broncos signed a trio of four-star recruits, two out of the portal and one from the prep ranks. Boise State assistant coach David Moats joins KTVB Sports Director Jay Tust to provide profiles on each player, share recruiting stories and more. Moats and Tust also discuss the following on Jay's Sports Bar:Why Boise State is honing in on defense to get back to the NCAA Tournament.How two former Broncos - both which left via the transfer portal - helped Boise State land one of their highest rated recruits in school history.The projected starting five for next season.What offseason workouts will look like, and how many more players the Broncos will look to add.

The Arthur Moats Experience With Deke
Pittsburgh Steelers News/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later Apr 16, 2025 125:00


Retired Steelers Linebacker, Arthur Moats, starts the show discussing the various headlines surrounding the Steelers and their interest in Shedeur Sanders & Aaron Rodgers! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the headlines surrounding the Steelers and the NFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

MOATS The Podcast with George Galloway
Volte Face | Team Trump Insider Trading Over Tariffs?

MOATS The Podcast with George Galloway

Play Episode Listen Later Apr 13, 2025 89:57


The Christian world, on Palm Sunday, strolls past on the other side of the street at the ethnic cleansing of Palestine, where Jesus walked.George Galloway gives his take on the British political scene, the middle east and the China trade war. A tale of intrigue, double-dealing and foot shooting. Who's next to sleep with the fishes in the Trump revenge agenda?Was Team Trump insider trading over tariffs? Could they have been more obvious? Shaun Rein joins Moats to talk the China War, the view from beijing and why Trump is biting off more than he can chew.The man who should be President, Chris Hedges, returns to the Mother of all Talk Shows to talk Gaza, Syria and the daily and nightly massacres being conducted in the Middle East.Shaun Rein: Author of The Split: Finding the Opportunities in China's Economy in the New World Order- Twitter: https://x.com/shaunreinChris Hedges: Journalist, Writer and Political Commentator- Twitter: https://twitter.com/chrislynnhedges- Facebook: https://www.facebook.com/ChrisLynnHedges- Instagram: https://www.instagram.com/the.chris.hedges.report- YouTube: The Chris Hedges Report on https://youtube.com/@therealnews- The Chris Hedges Report site: https://chrishedges.substack.com/ Become a MOATS Graduate at https://plus.acast.com/s/moatswithgorgegalloway. Hosted on Acast. See acast.com/privacy for more information.

The Arthur Moats Experience With Deke
Pittsburgh Steelers News/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later Apr 11, 2025 121:58


Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers bringing Colorado QB Shedeur Sanders in for a Top 30 visit and the various headlines surrounding the Steelers! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the headlines surrounding the Steelers and the NFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Jeff's Asia Tech Class
Lessons from My Visit to Baidu Headquarters (243)

Jeff's Asia Tech Class

Play Episode Listen Later Apr 11, 2025 29:08 Transcription Available


This week's podcast is about my visit to Baidu.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

Lenny's Podcast: Product | Growth | Career
OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Apr 10, 2025 91:41


Kevin Weil is the chief product officer at OpenAI, where he oversees the development of ChatGPT, enterprise products, and the OpenAI API. Prior to OpenAI, Kevin was head of product at Twitter, Instagram, and Planet, and was instrumental in the development of the Libra (later Novi) cryptocurrency project at Facebook.In this episode, you'll learn:1. How OpenAI structures its product teams and maintains agility while developing cutting-edge AI2. The power of model ensembles—using multiple specialized models together like a company of humans with different skills3. Why writing effective evals (AI evaluation tests) is becoming a critical skill for product managers4. The surprisingly enduring value of chat as an interface for AI, despite predictions of its obsolescence5. How “vibe coding” is changing how companies operate6. What OpenAI looks for when hiring product managers (hint: high agency and comfort with ambiguity)7. “Model maximalism” and why today's AI is the worst you'll ever use again8. Practical prompting techniques that improve AI interactions, including example-based prompting—Brought to you by:• Eppo—Run reliable, impactful experiments• Persona—A global leader in digital identity verification• OneSchema—Import CSV data 10x faster—Where to find Kevin Weil:• X: https://x.com/kevinweil• LinkedIn: https://www.linkedin.com/in/kevinweil/—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) Kevin's background(04:06) OpenAI's new image model(06:52) The role of chief product officer at OpenAI(10:18) His recruitment story and joining OpenAI(17:20) The importance of evals in AI(24:59) Shipping quickly and consistently(28:34) Product reviews and iterative deployment(39:35) Chat as an interface for AI(43:59) Collaboration between researchers and product teams(46:41) Hiring product managers at OpenAI(48:45) Embracing ambiguity in product management(51:41) The role of AI in product teams(53:21) Vibe coding and AI prototyping(55:55) The future of product teams and fine-tuned models(01:04:36) AI in education(01:06:42) Optimism and concerns about AI's future(01:16:37) Reflections on the Libra project(01:20:37) Lightning round and final thoughts—Referenced:• OpenAI: https://openai.com/• The AI-Generated Studio Ghibli Trend, Explained: https://www.forbes.com/sites/danidiplacido/2025/03/27/the-ai-generated-studio-ghibli-trend-explained/• Introducing 4o Image Generation: https://openai.com/index/introducing-4o-image-generation/• Waymo: https://waymo.com/• X: https://x.com• Facebook: https://www.facebook.com/• Instagram: https://www.instagram.com/• Planet: https://www.planet.com/• Sam Altman on X: https://x.com/sama• A conversation with OpenAI's CPO Kevin Weil, Anthropic's CPO Mike Krieger, and Sarah Guo: https://www.youtube.com/watch?v=IxkvVZua28k• OpenAI evals: https://github.com/openai/evals• Deep Research: https://openai.com/index/introducing-deep-research/• Ev Williams on X: https://x.com/ev• OpenAI API: https://platform.openai.com/docs/overview• Dwight Eisenhower quote: https://www.brainyquote.com/quotes/dwight_d_eisenhower_164720• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder & CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• StackBlitz: https://stackblitz.com/• Claude 3.5 Sonnet: https://www.anthropic.com/news/claude-3-5-sonnet• Anthropic: https://www.anthropic.com/• Four-minute mile: https://en.wikipedia.org/wiki/Four-minute_mile• Chad: https://chatgpt.com/g/g-3F100ZiIe-chad-open-a-i• Dario Amodei on LinkedIn: https://www.linkedin.com/in/dario-amodei-3934934/• Figma: https://www.figma.com/• Julia Villagra on LinkedIn: https://www.linkedin.com/in/juliavillagra/• Andrej Karpathy on X: https://x.com/karpathy• Silicon Valley CEO says ‘vibe coding' lets 10 engineers do the work of 100—here's how to use it: https://fortune.com/2025/03/26/silicon-valley-ceo-says-vibe-coding-lets-10-engineers-do-the-work-of-100-heres-how-to-use-it/• Cursor: https://www.cursor.com/• Windsurf: https://codeium.com/windsurf• GitHub Copilot: https://github.com/features/copilot• Patrick Srail on X: https://x.com/patricksrail• Khan Academy: https://www.khanacademy.org/• CK-12 Education: https://www.ck12.org/• Sora: https://openai.com/sora/• Sam Altman's post on X about creative writing: https://x.com/sama/status/1899535387435086115• Diem (formerly known as Libra): https://en.wikipedia.org/wiki/Diem_(digital_currency)• Novi: https://about.fb.com/news/2020/05/welcome-to-novi/• David Marcus on LinkedIn: https://www.linkedin.com/in/dmarcus/• Peter Zeihan on X: https://x.com/PeterZeihan• The Wheel of Time on Prime Video: https://www.amazon.com/Wheel-Time-Season-1/dp/B09F59CZ7R• Top Gun: Maverick on Prime Video: https://www.amazon.com/Top-Gun-Maverick-Joseph-Kosinski/dp/B0DM2LYL8G• Thinking like a gardener not a builder, organizing teams like slime mold, the adjacent possible, and other unconventional product advice | Alex Komoroske (Stripe, Google): https://www.lennysnewsletter.com/p/unconventional-product-advice-alex-komoroske• MySQL: https://www.mysql.com/—Recommended books:• Co-Intelligence: Living and Working with AI: https://www.amazon.com/Co-Intelligence-Living-Working-Ethan-Mollick/dp/059371671X• The Accidental Superpower: Ten Years On: https://www.amazon.com/Accidental-Superpower-Ten-Years/dp/1538767341• Cable Cowboy: https://www.amazon.com/Cable-Cowboy-Malone-Modern-Business/dp/047170637X—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. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

The Arthur Moats Experience With Deke
Pittsburgh Steelers News/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later Apr 10, 2025 109:24


Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers bringing Colorado QB Shedeur Sanders in for a Top 30 visit and the various headlines surrounding the Steelers! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the headlines surrounding the Steelers and the NFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

MOATS The Podcast with George Galloway
Trump's Handbrake Turn | Is There Method In The Tariff Madness?

MOATS The Podcast with George Galloway

Play Episode Listen Later Apr 9, 2025 97:03


Burnt rubber. Trump's handbrake turn. Trump has made a spectacular, screeching U-turn, something his US cars find impossible. The lesson of Levi 501s. And Trump as Jeffrey Epstein. ExclusiveWorse than Biden. Judge Napolitano's verdict. What Trump did was unlawful and unconstitutional. Peace candidate? Having a laugh. US is paying 100% of the slaught*r in Gaza. Bibi unleashed (again).Is there method to the Trump Tariff madness? Professor Richard Wolff, one of the worlds great economists, returns to Moats on the night of Trump's handbrake turn to make sense of it all.Judge Napolitano: Host of Judging Freedom- Twitter: https://x.com/judgenap- Facebook: https://www.facebook.com/share/soqCY7eHE7gBJGAB/- YouTube: https://youtube.com/@judgingfreedom- Rumble: https://rumble.com/c/JudgingFreedomProfessor Richard Wolff: Professor of Economics, Founder of Democracy at Work and Host of Economic Update. - Twitter: https://twitter.com/profwolff- YouTube: https://youtube.com/@RichardDWolffDemocracy at work -https://youtube.com/@democracyatwrk- Facebook: https://www.facebook.com/RichardDWolffDemocracy at Work - https://m.facebook.com/democracyatwrk/ Become a MOATS Graduate at https://plus.acast.com/s/moatswithgorgegalloway. Hosted on Acast. See acast.com/privacy for more information.

Get Started Investing
4 simple steps for anyone to pick great stocks

Get Started Investing

Play Episode Listen Later Apr 7, 2025 22:55


Want to start investing in single stocks but don't know where to start? We've made a simple checklist to help you spot great companies. Listener Bailey wanted to move beyond his ETF-only portfolio and start investing in individual stocks. But like many, he wasn't sure how to tell if a company is actually a good investment.So we created a 4-step stock analysis checklist that anyone can use to analyse any company. It's a stock analysis tool for beginners & beyond (that you won't need a finance degree to use).In this epsiode we cover:Why your investing style matters when picking stocksOur 4-step checklist to analyse any companyFinding the info you need to complete the checklistA real-life example using Alphabet (Google) to bring it all together☑️ Download the FREE Checklist to Analyse Any Stock We've made our checklist downloadable to work through at your own pace.

The Arthur Moats Experience With Deke
Pittsburgh Steelers News/Terence Garvin/Dominic Ferro/Tyler Candelaria

The Arthur Moats Experience With Deke

Play Episode Listen Later Apr 3, 2025 126:50


Retired Steelers Linebacker, Arthur Moats, starts the show being joined by Dominic Ferro and Tyler Candelaria to talk about Aaron Rodgers and the Steelers situation! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the potential draft options if Rodgers does sign with the Steelers, the NFL's latest rule changes plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Apr 3, 2025 87:18


Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valuations, and the drama behind the deals. We're covering it all! Plus, we'll be joined by some incredible guests to go deeper on the moves shaping the future of our industry.  Today we discuss:  Tech stocks were hammered in late trading today in response to the Trump administration's plans to levy tariffs of between 10% and 49% on imported goods, with Apple shares falling more than 6%. Rippling Deal: Illegal or Hustle? Emergence Raises $1B for B2B Investments Cursor, Replit, Windsurf: Who Wins? Lots of gen AI startups are crossing into the $100M ARR club. The latest entrant is talent marketplace Mercor, last valued at $2B. Is triple triple double double dead? ScaleAI at $25B: Pricey or Potential?  Discussion with Bhavin Shah @ Moveworks: ServiceNow Acquires Moveworks for $2.5B: AI Craze Continues Sequoia Makes 25x on Wiz: Is M&A Open Again? USD Stablecoin issuer Circle has filed to go public. The company, which has raised $1.2 billion in VC money, reported $1.7 billion in 2024 revenue, with $155.7 million in net income. Oracle Cloud Revenue Up 23%: Old Guard Wins in AI? Salesforce Customers Love AgentForce, But Will They Pay? Dustin Moskovitz Retires from Asana: Is SaaS Too Tough? Discussion with Andrew Feldman @ Cerebras: Coreweave's Redemption Provision: A Time Bomb for Coatue? Can OpenAI's $12B Deal Save Coreweave from $5B Loss? OpenAI Won't Profit Until $127B in Annual Revenue A lot of young founders raising big in chips; bullish or bullshit?    

Founder's Journal
I launched an AI agent

Founder's Journal

Play Episode Listen Later Apr 2, 2025 17:38


Alex breaks down his new business, Distro, the first AI content strategist.  — Show Notes: (0:00) A note from our sponsor (2:26) Welcome back to Founder's Journal (3:34) Be a student of AI (5:48) Post-It Note Pitch (7:08) Launch process (9:42) Create clarity before launch (12:18) Moats in AI (14:09) Go-forward plan (16:05) Conclusion — Thanks to our presenting sponsor, Gusto. Head to www.gusto.com/alex — Episode Links: • Distro: https://youdistro.com/ • AI cancer study: https://x.com/PeterDiamandis/status/1905266239720612160  • Replit: https://replit.com/  • Testing the idea: https://x.com/businessbarista/status/1847032386887770326  Check Out Alex's Stuff: • storyarb - https://www.storyarb.com/ • growthpair - https://www.growthpair.com/ • CTA - https://www.creatortalentagency.co/ • X - https://x.com/businessbarista • Linkedin - https://www.linkedin.com/in/alex-lieberman/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Arthur Moats Experience With Deke
Pittsburgh Steelers News/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later Apr 2, 2025 123:26


Retired Steelers Linebacker, Arthur Moats, starts the show discussing Aaron Rodgers & DK Metcalf having a throwing session together! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss Rodgers & DK's throwing session, the NFL banning the "nose wipe" celebration, the UFL's opening weekend plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

MOATS The Podcast with George Galloway
America Unstitched | No One in US and UK Governments Gives A Damn About God

MOATS The Podcast with George Galloway

Play Episode Listen Later Mar 31, 2025 85:52


No one in US and UK governments gives a damn about God. Where I profoundly disagree with Scott Ritter. Iran are fools if they don't have N-bomb.What next captures Trump's fleeting attention? Religious extremists dictate US foreign policy. Holy war. Jessica Burbank brilliantly tears down administration's false idols.Host of Colonial Outcasts Podcast Greg J Stoker returns to Moats talks Israel, US bombing of Yemen, Middle East and the idea of starting War with Iran.Jessica Burbank: Correspondent for Drop Site News and Co-host of Jess and John Pod- Twitter: https://x.com/jessicalburbank- Instagram: https://www.instagram.com/kaburbankYouTube: https://youtube.com/@kaburbankTikTok: https://www.tiktok.com/@kaburbankGreg J Stoker: Activist, Veteran, Host of Colonial Outcasts Podcast & State of Play on MintPress News - Twitter: https://x.com/gregjstoker- Instagram: https://www.instagram.com/greg.j.stoker- Facebook: https://www.facebook.com/greg.stoker.7583- YouTube: https://youtube.com/@colonialoutcasts- TikTok: https://www.tiktok.com/@greg.j.stoker Become a MOATS Graduate at https://plus.acast.com/s/moatswithgorgegalloway. Hosted on Acast. See acast.com/privacy for more information.

Jeff's Asia Tech Class
Lessons from My Visits to Xiaomi and Unitree Robotics (242)

Jeff's Asia Tech Class

Play Episode Listen Later Mar 30, 2025 53:01 Transcription Available


This week's podcast is about my visits to Xiaomi and Horizon Robotics.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Lessons from XiaomiConsumption ecosystem. Car, person, homeHigh performance managementRapid manufacturing build out as a capability. Cheap. But also fast and flexible. Upgrades. Increasing combined with software and AILessons from UnitreeBig jump in agility.Limited use cases for them today.Programmed in simulation and downloaded. Sim to Lab. ML at edge, vs download vs connectivity----------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Max Blumenthal
Max Blumenthal on MOATs

Max Blumenthal

Play Episode Listen Later Mar 29, 2025 21:41


On MOATs with George Galloway, Max Blumenthal discusses 'Signalgate' and exposes US war crimes in Yemen

The Arthur Moats Experience With Deke
Pittsburgh Steelers Quarterback Update/Terence Garvin/Fan Mock Drafts

The Arthur Moats Experience With Deke

Play Episode Listen Later Mar 27, 2025 107:46


Retired Steelers Linebacker, Arthur Moats, starts the show discussing Russell Wilson signing with the Giants and what that means to the Steelers! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the headlines surrounding the Steelers & around the NFL! Afterwards, Moats finishes the show answering questions from Steelers Nation!

The Arthur Moats Experience With Deke
Aaron Rodgers Visits The Pittsburgh Steelers/Mel Kiper Jr. Mock Draft

The Arthur Moats Experience With Deke

Play Episode Listen Later Mar 25, 2025 125:20


Retired Steelers Linebacker, Arthur Moats, starts the show discussing Aaron Rodgers visiting with the Steelers Friday and what that could potentially mean going forward! Afterwards, Moats finishes the show answering questions from Steelers Nation and giving his thoughts on Mel Kiper Jr.'s most recent mock draft!

The Arthur Moats Experience With Deke
Pittsburgh Steelers Free Agency News/Terence Garvin/Phone Lines

The Arthur Moats Experience With Deke

Play Episode Listen Later Mar 20, 2025 115:10


Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers interest in Aaron Rodgers and Cam Heyward's comments on Rodgers! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the big moves being made by the Steelers, Aaron Rodgers potentially joining the Steelers, Cooper Kupp signing with the Seahwaks plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

The Arthur Moats Experience With Deke
Pittsburgh Steelers Free Agency News/Terence Garvin

The Arthur Moats Experience With Deke

Play Episode Listen Later Mar 19, 2025 131:05


Retired Steelers Linebacker, Arthur Moats, starts the show discussing the latest moves made by the Steelers during NFL Free Agency! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the big moves being made by the Steelers & around the NFL with the start of Free Agency! Afterwards, Moats finishes the show answering questions from Steelers Nation!