Podcasts about moats

Retired Steelers Linebacker, Arthur Moats, starts the show looking at the stats from the Steelers vs Ravens game! Moats is then joined by Steelers alumni, Terence Garvin, to recap the Steelers vs Ravens matchup!

Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 14 slate of games! Moats is then joined by, TaNeisha from  @ReallyFlawed  for "Victory Formation" to preview the Steelers vs Ravens week 14 matchup plus more!

Joe Hegener weighs in on whether there is an AI bubble. On Tesla (TSLA), which is attempting to pivot towards AI, Joe warns not to bet against Elon Musk. He thinks banks and insurance companies are non-tech, non-AI companies that could be AI plays, arguing that these are the industries that will benefit from adoption. Looking to China, he talks about how it has shifted from being a “black box” to sharing open-source models, and how that has influenced the AI arms race and the moat for U.S. companies. ======== 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

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

In this episode of The Tech Leader's Playbook, Avetis Antaplyan sits down with Tamara Laine, investigative journalist turned two-time tech founder and the CEO and co-founder of MPWR. Tamara brings a rare blend of storytelling, emotional intelligence, and problem-spotting instincts into the world of AI and financial innovation — and in this conversation, she unpacks how those experiences shape the products she builds today.Tamara shares how her investigative background sharpened her ability to dig into root problems, challenge assumptions, and uncover overlooked patterns — skills she now uses to design user-centric, AI-powered solutions for financial inclusion. She opens up about the realities of being a gig worker, the challenges Gen Z faces in accessing credit, and how the traditional banking world is struggling to adapt to a rapidly changing workforce.The episode dives deep into EQ-driven leadership, ethical AI, community as a modern moat, and the rise of low-code tools that are simultaneously empowering founders while making markets noisier than ever. Tamara's insights on responsible innovation, founder resilience, and building tech that actually solves human problems make this a powerful, thought-provoking conversation for today's leaders.TakeawaysInvestigative journalism taught Tamara to identify real problems, ask better questions, and challenge assumptions — essential skills for founders.Curiosity is becoming a competitive advantage in tech, not just a personality trait.Emotional intelligence is now a top leadership skill, especially as AI automates more of our operational workload.Storytelling begins with user journeys — not marketing — and should guide product design from day one.Founders must actively seek blunt feedback and treat it as a gift, not a threat.Market gaps aren't always opportunities — sometimes human behavior simply won't change.AI can create incredible value, but without ethical leadership and diverse teams, it can also reinforce harmful biases.Financial systems haven't evolved fast enough for gig workers and Gen Z borrowers — creating a massive unmet need.Empower was built as an end-to-end solution bridging lenders and borrowers through AI-driven financial fluency and credit modeling.The funding landscape now demands MVPs and traction early, making deep-tech innovation harder but still deeply needed.Chapters00:00 Welcome & Introduction01:20 From Investigative Journalism to Tech03:00 Curiosity as a Founder Superpower05:30 Market Fit, Behavior Change & Category Creation07:40 Storytelling as the Foundation of Product Design10:15 User Journeys, “Falling in Love with the Problem”12:20 The Power of Blunt Feedback in Early-Stage Building15:00 Parenting, Curiosity & Emotional Intelligence17:45 Why EQ Matters More Than Ever in the Age of AI20:20 Ethical AI, Bias, and Leadership Responsibility24:00 Financial Access, Gig Workers & the Modern Workforce27:10 How Gen Z Borrows Differently30:00 The Lender Perspective & Market Validation31:55 Fundraising Realities: Money vs. Strategic Money34:20 Noise in the AI Era & The Challenge of Differentiation36:00 Moats, LLMs & Building What Can't Be Easily Copied37:10 Community as a Strategic Advantage38:40 Founder Fears: Funding Markets & Deep Tech41:30 Biggest Founder Aha Moments42:20 Book Recommendation: Outcomes Over Output43:00 Connect with Tamara & Closing ThoughtsTamara Laine's Social Media Link:https://www.linkedin.com/in/tamaralaine/Resources and Links:https://www.hireclout.comhttps://www.podcast.hireclout.comhttps://www.linkedin.com/in/hirefasthireright

a16z General Partners David Haber, Alex Rampell, and Erik Torenberg discuss why 19 out of 20 AI startups building the same thing will die - and why the survivor might charge $20,000 for what used to cost $20.They expose the "janitorial services paradox" (why the most boring software is most defensible), explain why OpenAI won't compete with your orthodontic clinic software despite having 800 million weekly users, and reveal how non-lawyers are building the most successful legal AI companies. Plus: the brutal truth about why momentum isn't a moat, but without it, you're already dead. Resources:Follow David on X: https://x.com/dhaberFollow Alex on X: https://x.com/arampellFollow Erik on X: https://x.com/eriktorenberg Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from  @ReallyFlawed  do a joint live stream to give their thoughts on the Steelers vs Bills week 13 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!

This week's podcast is a summary of our visit to the Huawei AI Cloud exhibition in Shenzhen.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 mentioned articles about AI Infrastructure.Understanding AI Infrastructure Part 1: AI Data Centers (Tech Strategy)Understanding AI Infrastructure Part 2: AI Compute is Different (Tech Strategy)Understanding AI Infrastructure Part 3: GenAI Operating Costs (Tech Strategy)Understanding AI Infrastructure Part 4: The Cost of Correctness (Tech Strategy)------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a 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

​Mike Matthews investigates the fascinating news from the week so far and Mike answers what is happening in the odd world of AI bubbles with special guest Lovely Lady Friend. Join Mike as he podcasts live from Café Anyway in podCastro Valley with Madame Rootabega, Valentino, and Bison Bentley. Next show Mike Talks to Chely Shoehart, Floyd the Floorman, and John Deer the Engineer.

​Mike Matthews investigates the fascinating news from the week so far and Mike answers what is happening in the odd world of AI bubbles. Join Mike as he podcasts live from Café Anyway in podCastro Valley with Madame Rootabega, Valentino, and Bison Bentley. Next show Mike Talks to Chely Shoehart, Floyd the Floorman, and John Deer the Engineer.Become a supporter of this podcast: https://www.spreaker.com/podcast/mike-s-daily-podcast--609595/support.

​Mike Matthews investigates the fascinating news from the week so far and Mike answers what is happening in the odd world of AI bubbles. Join Mike as he podcasts live from Café Anyway in podCastro Valley with Madame Rootabega, Valentino, and Bison Bentley. Next show Mike Talks to Chely Shoehart, Floyd the Floorman, and John Deer the Engineer.Become a supporter of this podcast: https://www.spreaker.com/podcast/mike-s-daily-podcast--609595/support.

Retired Steelers Linebacker, Arthur Moats, starts the show looking at the stats from the Steelers vs Bills game and then opening the phone lines to Steelers Nation to hear their thoughts on the game! Moats is then joined by Steelers alumni, Terence Garvin, to recap the Steelers vs Bills matchup!

Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 13 slate of games! Moats is then joined by, TaNeisha from  @ReallyFlawed  for "Victory Formation" to preview the Steelers vs Bills week 13 matchup plus more!

My guest on the show today is Kenny Chan, Founder and Portfolio Manager of Korwell Capital. Kenny is only 23, but he's built an investment philosophy rooted in the classics — Peter Lynch, Joel Greenblatt, Warren Buffett — and adapted with a modern, high-conviction approach. His north star: “Buy Phil Fisher–like businesses at Graham-like prices.” Kenny walks us through the four categories that define his framework: misunderstood Buffett-like compounders, deep Graham-style value plays, capital-cycle opportunities, and turnarounds. We discuss how he launched Korwell Capital straight out of college, and how investing his own convictions — not academic theory — drives his process. We dig into two examples that bring this to life. First, Advance Auto Parts, where Kenny saw a rare combination of capital-cycle tailwinds, industry consolidation, and a fixable integration problem — creating a classic turnaround at a very cheap price. Second, Trubar, which received a takeover bid on the day of our interview. Kenny breaks down why he viewed the company as a niche brand with a durable moat, why the sale undervalues its long-term potential, and the critical lesson he's taking away: understand management incentives before you invest. We wrap with Kenny's advice for aspiring managers — especially the importance of writing publicly, testing your theses, and building a network through the quality of your ideas. We talked about a number of companies in today's episode, Kenny is a shareholder of Advance Auto Parts and Trubar, and I am not a shareholder in any of the names mentioned. For more information about Kenny Chan and Korwell Capital, please visit: https://korwellcapital.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Retired Steelers Linebacker, Arthur Moats, starts the show recapping the action from around the NFL's week 12 slate of games! Moats is then joined by Steelers alumni, Terence Garvin, to recap the Steelers vs Bears matchup!

This week's podcast is about estimating the costs of providing GenAI products and services. And this is changing.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.My approach to assessing GenAI operating costs is the below checklist.What is the cost of compute, including energy and cooling? Initial cost vs. ongoing?The core compute is going to drive a lot of the costs. Especially if you are using an AI cloud service provider. If you have a downloaded open-source model, then it's mostly the initial cost.These compute costs dependent on the requirements of the AI workloads:The compute requirementsThe timing requirementsThe memory requirementsWhat is the cost of creating and maintaining the desired correctness over time?How accurate and correct you need the foundation model to be is a big deal. And this factor determines how much of the operations are done by software versus humans. It can make the costs of GenAI products look a lot more like services than traditional software.My main questions are:How much does correctness matter? What level of correctness does the product need to compete? What is the cost of inaccuracy?How does correctness change over time? Is it stable and flat lining, advancing, naturally changing or deteriorating?How much of a long tail is there in the domain? Is the long tail a liability or a benefit?How much of the process is iterative? How much are humans in the loop?What is the initial cost of training and getting to the desired level of correctness?What is the ongoing cost of inference at the desired level of correctness? How much are humans in the loop?What is the cost and frequency of fine tuning and/or retraining?What are the cost implications of increasing scale?What are the scale advantages vs. disadvantages?Does the Jevon paradox apply? --------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a 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

Brian Balfour, Founder & CEO of Reforge and former VP of Growth at HubSpot, joins Mostly Growth to explore why product-market fit is a moving target. He introduces the concept of the Product-Market Fit Treadmill, a state where rising customer expectations and competitive pressure make it harder than ever to stay ahead. Brian breaks down how AI has accelerated PMF collapse, explains the hidden costs of product adoption, and shares how Reforge shipped five AI-native products with a team of just 20 people. Packed with frameworks, strategic insight, and startup realism, this episode is essential listening for product leaders, operators, and founders navigating the next wave of GTM.—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Mostly Metrics: https://www.mostlymetrics.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Growth Unhinged: https://www.growthunhinged.com/Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/Brian Balfour: brianbalfour.comBrian on LinkedIn: https://www.linkedin.com/in/bbalfour/Slacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/https://brianbalfour.com/four-fits-growth-frameworkhttps://x.com/amasad/status/1981201454032703662?s=46https://getlatka.com/companies/firefliesaihttps://x.com/rowancheung/status/1988218743952916537?https://gamma.app/insights/how-we-built-a-usd100m-business-differently—RELATED EPISODES:When the marketing math doesn't math | with Emily Kramerhttps://youtu.be/sSuoV_YSrlwWhy Founders Are Posting Sad Dinnershttps://youtu.be/Zl6NSIHF2Gk—TIMESTAMPS:00:00:00 Preview and Intro00:01:51 Sponsors – Pulley, Metronome00:04:11 Introducing Brian Balfour & Reforge background00:07:22 Evergreen frameworks & Four Fits resurgence00:11:01 PMF treadmill and rising expectations00:14:26 AI shocks and PMF collapse (Chegg)00:16:43 CRM expectations & AI-native workflows00:20:44 R&D as ongoing cost to serve00:22:26 Customers buying based on future product velocity00:24:32 Communicating rapid releases & driving adoption00:25:17 Reforge's expanding AI product suite00:27:52 Product delivery vs. product adoption bottlenecks00:29:32 Platform distribution shifts introduction00:30:51 Evaluating emerging platforms00:32:04 The open → close platform cycle00:33:31 Moats, escape velocity & platform dominance00:36:32 Choosing major vs. emerging platforms00:40:22 ChatGPT dominance in AI discovery00:42:16 Hiring, resumes & filtering AI-generated applications00:43:30 AI note-taking market & “Flintstoning”00:47:03 Trying Gamma & AI-generated presentation tools00:50:08 AI onboarding innovations (WhatsApp agent)#MostlyGrowthPodcast #ProductMarketFit #BrianBalfour #StartupStrategy #Reforge This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 12 slate of games! Moats is then joined by, TaNeisha from @ReallyFlawed for "Victory Formation" to preview the Steelers vs Bears week 12 matchup plus more!

Retired Steelers Linebacker, Arthur Moats, starts the show recapping the action from around the NFL's week 11 slate of games! Moats is then joined by Steelers alumni, Terence Garvin, to recap the Steelers vs Bengals matchup!

One characteristic of our industry is disappearing moats. After a brief overview of the fourteen moats we've lost from 1965 to today, we'll look at what turf we really have left to defend and what the future will look like if we get this right. It'll be very different, and you'd better get ahead of it.

This week's podcast is about my trip to Xiaomi, Unitree and iQIYI.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 am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a 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

Jeremy Au outlines why founders must choose a single 10x advantage and commit to it. He explains how products win by being better or faster or cheaper than the status quo and why unfair advantages are required to defend that lead. He also highlights the Southeast Asian invention of the USB thumb drive as a case where a first mover delivered a better experience but still lost when fast followers and scale overtook them. 01:00 Spotify provides 10x better quality: Unlimited access to any song in any order is a better experience than CDs or using Napster or Kazaa. 04:45 Uber creates a 10x faster experience: Seeing when a car will arrive removes waiting uncertainty and feels much faster than waving for taxis or calling for bookings. 06:00 SpaceX wins by being 10x cheaper: The cost of sending one kilogram to space dropped from about 30,000 dollars to about 500 dollars and continues to fall. 09:00 Six unfair advantages that protect a 10x lead: Startups defend their position through first mover advantage, network effects, economies of scale, intellectual property, regulatory protection, and scarce expert teams. These moats determine whether a company can keep its 10x advantage as competitors enter. 14:00 Thumb drive first mover but lost advantage: Henn Tan, founder of Trek 2000 and creator of the USB thumb drive, built a better file transfer experience but lost his lead because patents were not enforced globally, fast followers copied cheaply, and competitors gained scale and network effects. Watch, listen or read the full insight at https://www.bravesea.com/blog/first-mover-loses Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #10xStrategy #StartupMoats #BetterFasterCheaper #FounderInsights #SEATech #InnovationFrameworks #FirstMoverVsFastFollower #TechCaseStudies #VentureThinking #BRAVEpodcast

⭐️ Join George Galloway for the 500th episode of The Mother of All Talk Shows! A milestone night of fearless journalism, sharp debate, and no-holds-barred truth-telling — live on all platforms.From the ghost of Jeffrey Epstein haunting Washington's elite to the swamp of Ukraine's corruption, we're breaking down the stories the mainstream won't touch.

Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 11 slate of games & discussing the Steelers signing Asante Samuel Jr.! Moats is then joined by, TaNeisha from @ReallyFlawed for "Victory Formation" to preview the Steelers vs Bengals week 11 matchup plus more!

Deedy Das, Partner at Menlo Ventures, returns to Latent Space to discuss his journey from Glean to venture capital, the explosive rise of Anthropic, and how AI is reshaping enterprise software and coding. From investing in Anthropic early on when they had no revenue to managing the $100M Ontology Fund, Das shares insider perspectives on the fastest-growing software company in history and what's next for AI infrastructure, research investing, and the future of engineering. We cover Glean's rise from “boring” enterprise search to a $7B AI-native company, Anthropic's meteoric rise, the strategic decisions behind products like Claude Code, and why market share in enterprise AI is shifting dramatically. Das explains his investment thesis on research companies like Goodfire, Prime Intellect, and OpenRouter and how the Anthology Fund is quietly seeding the next wave of AI infra, research, and devtools.

This week's podcast is about AI Agents transforming ecommerce. Likely all commerce.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 is the McKinsey article I mentioned:The agentic commerce opportunity: How AI agents are ushering in a new era for consumers and merchantsHere is the BCG article I mentioned:When Brands Meet AI Bots: Customer Experience in the Era of Agents-------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a 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

Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 10 slate of games! Moats is then joined by, TaNeisha from  @ReallyFlawed  for "Victory Formation" to preview the Steelers vs Chargers week 10 matchup plus more!

In this week's episode: Episode 100: reflections from 100 episodes.  Blackbird funds change hands at steep discounts, rattling investors. How Australia's top VCs are rethinking startup moats. Sharts.   hello@tribeglobal.vc 

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed  do a joint live stream to give their thoughts on the Steelers vs Colts week 9 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 9 slate of games and giving his thoughts on the Steelers trading for Patriots DB Kyle Dugger! Moats is then joined by, TaNeisha from @ReallyFlawed for "Victory Formation" to preview the Steelers vs Colts week 9 matchup plus more!

This week's podcast is the first in a series about AI infrastructure. Both capabilities and costs.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 is the article on the Agentic AI Operating Basics, which I wrote up last week.The GenAI / Agentic Operating Basics (Tech Strategy)Here is the Huawei whitepapers related to AI Data CentersAI-Ready Data Infrastructure Reference Architecture White Paperhttps://e.huawei.com/en/forms/2024/solutions/data-storage/ai-ready-data-infrastructure-white-paperAI Data Center Facility Reference Designhttps://digitalpower.huawei.com/upload-pro/index/index/Huawei-AI-Data-Center-Reference-Design.pdfHere are the slides from the mentioned Huawei whitepaper.-------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a 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

Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals.01:25 Debating the Existence of Moats04:01 Intangible Asset Moats: Apple and Nike15:12 Pharmaceutical Moats and Patent Protection16:42 Cost Advantages and Efficient Scale24:13 Amazon's Distribution Network Moat24:44 The Amazon Shopping Experience26:05 Amazon's Cost Advantage and Business Model28:18 Switching Costs and Market Stickiness29:12 Shopify's Role in E-commerce31:15 The Risk of Complacency in Companies with High Switching Costs36:59 Network Effects in Business43:55 The Importance of Competitive AdvantagesCompanies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the action from the NFL's week 7 slate of games! Arthur then finishes the show being joined by Steelers alumni, Terence Garvin, to discuss the action from around the NFL's week 7 slate of games, the upcoming Packers matchup plus more! Moats finishes the show answering questions from Steelers Nation!

On this show we talk about all sorts of fun stuff... Louvre Robbery Thoughts AI Smokescreen 4 Moats of Business Italy Trip Recap Let's Go!

Find me on Substack: https://bogumilbaranowski.substack.com/Ritavan is a bestselling author of "Data Impact," former CTO, and data transformation expert with a decade of operating experience across sectors including banking (Société Générale), energy trading, consulting, and real estate technology, who advocates for treating digital initiatives like value investments rather than following technology trends.EPISODE NOTES3:00 - Ritavan shares the fascinating story behind having only one name—his grandfather's generation dropped last names as part of a social reform movement to combat caste-based discrimination in India, as colonial systems had turned last names into markers of social hierarchy.7:30 - Early career journey spans math research in Paris at École Normale Supérieure, market risk at Société Générale during the 2008 financial crisis obsession, and energy trading where he cleared his trading exam within six weeks despite not knowing what a megawatt was.13:45 - The core thesis emerges: following technology trends destroys business value. Ritavan argues that constantly chasing AI, cloud, or the latest tech is like an investor jumping between market fads—you're not playing the long game or building real competitive advantage.20:30 - Revolutionary perspective on value creation paradigms throughout history: hunter-gatherers relied 40-60% on traps (automation), agriculture depended on land, industrial age on machinery and raw materials, while the digital paradigm offers zero replication costs and near-zero personalization costs.27:00 - Introduces the SLASOG framework: Save (capital preservation, avoid groupthink), Leverage (find asymmetric opportunities), Align (commander's intent), Simplify (remove clutter), Optimize (maximize returns), Compound (play the long game), Keep (retain gains).36:30 - Roger Federer insight: He won only 54% of points but 80% of games due to tennis's nonlinear scoring system—a powerful metaphor for business success requiring asymmetric opportunities, not perfection.41:00 - Teaching the first LLM-native college students: Traditional assessment is obsolete when AI can summarize and synthesize better than humans. The solution? Open-ended problems with no single answer, forcing genuine creativity and collaboration.48:30 - Napoleon's battlefield genius: treating each battle from first principles, understanding the system, finding nonlinear advantages, and pioneering "commander's intent"—ensuring even illiterate foot soldiers understood strategic goals, not just tactical orders.54:45 - The North Star metric concept: Legacy businesses obsess over EBIT (backward-looking), but digital-age companies need forward-looking metrics that quantify customer value delivery to enable rapid adaptation and compounding gains.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

What happens when the biggest technology trend is built on economics that don't make any sense when viewed end-to-end? Eventually, some aspect has to change, but which one? SHOW: 968SHOW TRANSCRIPT: The Cloudcast #968 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:Tokens are getting more expensiveNvidia Earnings, Moats and China, Nvidia vs. the AI LabsOracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia ChipsWHERE ARE THE BIGGEST AI RISKS?Jensen Huang (NVIDIA CEO) is convinced that the future will be built on always having the most advanced GPUs and Frontier Models. Oracle is telling investors that they will significantly increase profit margins between now and 2028-30, although they have low margins now and they don't make high margins on older chipsThe economics of AI (reasoning models, high#s of AI tokens) is in contrast to the established SaaS business model.Right now everything AI-associated has a high valuation, but these forces are working against each other. Which one is going to give first? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

This week's podcast is a summary of my approach to digital strategy.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.The two key strategy questions are:Where to play?How to win?The four topics discussed are:Digital Growth StrategyValuation: Measuring and Managing the Value of Companies (Wiley Finance) 8th EditionProfit from the Core: A Return to Growth in Turbulent Times Hardcover – Illustrated, January 26, 2010Operating Performance: Get smarter faster better (DOB and Tactics)Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AIMy Playbook for Data-Empowered Operations (2 of 2) (Tech Strategy)The GenAI / Agentic Operating Basics (Tech Strategy)Cx and Constant Customer Improvements (DOB2)Moats and Structural Advantages (my area)The mentioned graphics are here.——–I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a 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

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers vs Bengals week 7 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers 23-9 win vs the Browns in their week 6 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers 23-9 week 6 win over the Browns! Moats then talks about the action from the NFL's week 6 slate of games! Arthur finishes the show answering questions from Steelers Nation!

This week's podcast is a plan for building an Agentic AI operating model.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 mentioned articles. A lot of this thinking is from these McKinsey articles.The agentic organization: Contours of the next paradigm for the AI eraThe change agent: Goals, decisions, and implications for CEOs in the agentic ageHere are the building blocks for an Agentic AI Operating Model:Operating model. Based on AI-first work flows. With agent teams as the building blocks. Plus orchestration of agent teams.Hybrid workforce, with new talent profiles.Technology and dataGovernance -----------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a 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

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the action from the NFL's week 5 slate of games! Moats then talks about the top college QB prospects and how they performed in week 6! Arthur then finishes the show being joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the action from around the NFL's week 6 slate of games, the upcoming Browns matchup plus more! Moats finishes the show answering questions from Steelers Nation!

On this week's episode of Passive Income Playbook, Pascal Wagner interviews Peter Sack. They dig into why Chicago Atlantic targets underserved private credit niches, especially state-by-state cannabis lending where limited competition can mean first-lien structures at lower leverage with mid-teens to ~20% returns, plus classic lender protections. Peter explains how regulatory moats, disciplined underwriting, and downside focus beat “sexy” equity stories, and how potential legalization would likely trigger refinancings, prepayment fees, and warrant upside rather than harm. They also compare private funds to public options through Chicago Atlantic's BDC and mortgage REIT tickers, LIEN and REFI, and outline what LPs should evaluate in credit managers from lien position to non-accruals and third-party administration. Peter SackCurrent role: Managing Partner, Chicago AtlanticBased in: Miami, FloridaSay hi to them at: https://www.chicagoatlantic.com/ | LinkedIn | investors@chicagoatlantic.com This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Retired Steelers Linebacker, Arthur Moats, starts the show discussing what stood out to him in the Steelers 24-21 win vs the Vikings in week 4! Moats then talks about the action from around the NFL in week 4! Arthur then finishes the show being joined by Steelers alumni and current Defensive Coordinator of Norfolk State University , Terence Garvin, to discuss the Steelers win vs the Vikings, the action from around the NFL, the upcoming bye week plus more!

Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers vs Vikings week 4 matchup! They then discuss the top college Quarterback prospects' performances in week 5 of college football and who stood out! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show discussing the college QBs that the Steelers could potentially draft in 2026 to see who's impressing! Moats is then joined by, Tyler Candelaria, to discuss how the Steelers have performed through 3 games and what he's expecting from the Steelers in Ireland! Arthur then finishes the show discussing how ESPN has the Steelers ranked and answering questions from Steelers Nation!