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March 7, 2025 Governor Gavin Newsom opposes trans athletes in women's sports; Trump held a Cabinet meeting today to clarify to his agency heads that they're in charge of ruining people's lives and not Elon Musk; a federal judge has held Mike Lindell in contempt for failure to comply with disclosure in the Smartmatic defamation case; judges face increased threats after being called out by Musk; Trump has exempted some automakers from tariffs; Musk suggests the US should privatize the Postal Service; only 8% of the troops kicked out of the military for refusing the COVID vaccine are interested in returning; Trump and Bondi loyalists are making a bid to take over the DC Bar; the US suspends costly deportation flights using military aircraft; Special Counsel Hampton Dellinger has quit rather than face the Supreme Court to keep his job; a draft executive order is calling for the closure of the Education Department; and Allison and Dana deliver your Good News. Guest: John Fugelsang Tell Me Everything — John Fugelsang The John Fugelsang Podcast SiriusXM Progress The Sexy Liberal Save The World Comedy Tour Sexy Liberal Stories: Judge finds Mike Lindell in contempt for failing to turn over documents in Smartmatic defamation case | ABC News Exclusive: Judges face rise in threats as Musk blasts them over rulings | Reuters Trump exempts some automakers from Canada, Mexico tariffs for one month | Reuters Elon Musk suggests the U.S. should privatize the Postal Service and Amtrak | NBC News Marines and soldiers discharged for refusing the COVID-19 vaccine show limited interest in rejoining | AP News Trump puts new limits on Elon Musk | POLITICO Federal workforce watchdog who was fired by Trump drops legal fight to get his job back - JOSH GERSTEIN | POLITICO Exclusive | U.S. Suspends Costly Deportation Flights Using Military Aircraft | WSJ Trump to sign executive order calling for closing Education Dept. | The Washington Post Trump Decried Millions Spent 'Making Mice Transgender.' It Was Cancer and Asthma Research | Rolling Stone Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get ready for group therapy, mommy issues, and plenty of Star Trek drama — Trekcast is back, breaking down Starfleet Academy Episodes 8 and 9. We'll review the latest episodes, dive into the biggest moments, and share our predictions for next week's Starfleet Academy season finale. Plus, Riker himself, Jonathan Frakes, is speaking out and defending Starfleet Academy from the online haters. Star Trek is also hitting the road with a new partnership with Waze, and William Shatner is teaming up with Elon Musk for a surprising collaboration. All that and more on Trekcast. News:Jonathan Frakes Defends Starfleet Academyhttps://trekmovie.com/2026/03/05/interview-jonathan-frakes-on-finding-the-emotion-to-direct-starfleet-academy-and-his-star-trek-future/Star Trek Hits Wazehttps://blog.google/waze/waze-star-trek-experience/Shatner Says X Gonna Give it to You!https://techcrunch.com/2026/03/04/x-taps-william-shatner-to-give-out-invites-to-its-payments-service-x-money/Trekcast: The Galaxy's Most Unpredictable Star Trek Podcast!Welcome to Trekcast, the galaxy's most unpredictable Star Trek podcast! We're a fan-made show that dives into everything Star Trek, plus all things sci-fi, nerdy, and geeky—covering Star Wars, Marvel, DC Comics, Stargate, and more. But Trekcast isn't just about warp drives and superheroes. If you love dad jokes, rescuing dogs, and even saving bears, you'll fit right in! Expect fun, laughs, and passionate discussions as we explore the ever-expanding universe of fandom. Join us for a wild ride through the stars—subscribe to Trekcast today! Connect with us: trekcasttng@gmail.comLeave us a voicemail - (570) 661-0001Check out our merch store at Trekcast.comHelp support the show - ko-fi.com/trekcastBecome a supporter of this podcast: https://www.spreaker.com/podcast/star-trek-podcast-trekcast--5651491/support.
Friday, March 8th, 2024 Judge Kaplan denies Trump's last minute bid to stay his payment to E. Jean Carroll; the Navy stripped Ronny Jackson of his rank before he left the military; Jack Smith has filed his opposition to Trump's motion to dismiss the espionage and obstruction charges against him; Dean Phillips and Nikki Haley have dropped out of the presidential race; Trump is ordered to pay legal fees after a failed lawsuit against Christopher Steele; Jared Kushner has been subpoenaed by an ex-Trump staffer in a lawsuit. Plus, Allison delivers your good news. Dana is out and about. Our Guest: John Fugelsang https://www.johnfugelsang.com/tme https://podcasts.apple.com/us/podcast/the-john-fugelsang-podcast/id1464094232 Sexy Liberal Live Tour https://sexyliberal.com/tour Judge won't let Trump delay E. Jean Carroll penalties, leaving him with days to cover $83M judgment https://abcnews.go.com/US/judge-trump-delay-jean-carroll-penalties-leaving-days/story?id=107885701 Trump is ordered to pay legal fees after failed lawsuit over the Steele dossier https://apnews.com/article/trump-steele-dossier-uk-lawsuit-russia-55427915a83f33a8ead484109b8a89f6 Jared Kushner subpoenaed by ex-Trump staffer in pregnancy discrimination case https://www.rawstory.com/jason-miller-jared-kushner-aj-delgado Kentucky senate passes bill granting right to collect child support for fetuses https://www.theguardian.com/us-news/2024/mar/06/kentucky-senate-child-support-unborn-children Ex-Twitter executives sue Elon Musk for $128m in unpaid severance https://www.theguardian.com/technology/2024/mar/04/former-twitter-execs-sue-elon-musk-severance Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
JOIN PATREON FOR EARLY UNCENSORED EPISODE RELEASES: https://www.patreon.com/JulianDorey CLIPPERS DISCORD: https://discord.gg/8QmWEKJ3BT FOLLOW JULIAN DOREY IG: https://www.instagram.com/julianddorey/ X: https://x.com/juliandorey JULIAN YT CHANNELS - SUBSCRIBE to Julian Dorey Clips YT: https://www.youtube.com/@juliandoreyclips - SUBSCRIBE to Julian Dorey Daily YT: https://www.youtube.com/@JulianDoreyDaily - SUBSCRIBE to Best of JDP: https://www.youtube.com/@bestofJDP ****TIMESTAMPS**** 0:00 - Intro 0:41 - Fear & Distractions 2:24 - Julian's Epstein TV Show 7:29 - Epstein Survivor & Chris Hansen 9:58 - Timing of Iran 10:42 - The 4th Turning & Epstein 22:32 - Julian's Epstein Crisis THEORY 29:14 - Eddie Bravo WW3 Epstein idea 31:09 - Elon Musk's strange silence 34:26 - Franz Ferdinand Epstein Domino 36:21 - William Jefferson Clinton 38:57 - “The Atlantic” DC Epstein Story 42:43 - The Clintons, Cheryl Mills & Epstein 47:05 - Clinton reminiscing on the good ol' days 48:23 - Clinton, Epstein & the Rothschilds 51:28 - Clinton on Underage Girls & Epstein Intel Op 57:29 - Clinton on Mark Middleton 1:00:17 - Trump & Clinton AGREEING over Epstein 1:07:21 - Ghislaine Maxwell & Hillary Clinton 1:08:21 - Bill Clinton lying about lying 1:10:03 - Hillary Picture leak 1:10:55 - Hillary Clinton on Anthony Weiner 1:12:44 - DOJ Epstein Files Coverup 1:18:37 - Iran War & Walter Cronkite 1:22:35 - Israel, Netanyahu & Lies 1:24:42 - Epstein Files Coverup for Mossad & CIA 1:26:52 - Ayatollah, IRGC, Tyranny & Regime Change 1:29:05 - Julian on 6 American Troops Dead 1:30:45 - “Iran ain't like that” 1:31:46 - “the wolf & the wolf in sheep's clothing” 1:35:43 - Time for an overhaul CREDITS: - Host, Editor & Producer: Julian Dorey - COO, Producer & Editor: Alessi Allaman - https://www.youtube.com/@UCyLKzv5fKxGmVQg3cMJJzyQ - In-Studio Producer: Joey Deef - https://www.instagram.com/joeydeef/ Julian Dorey Podcast Episode 393 - Julian Dorey Music by Artlist.io Learn more about your ad choices. Visit podcastchoices.com/adchoices
Video: Youtube. The world changed this week — and most people have no idea it happened.In this episode of AI With Honor — The Daily Download, I'm breaking down the biggest AI stories of the week in plain English, including the stories the mainstream media buried under politics and celebrity gossip. If you run a business, manage people, own real estate, or simply want to stay ahead of the most disruptive technology shift in human history — this is the show you need to be watching every single day.I'm Connor MacIvor — retired LAPD officer, 25-year Santa Clarita real estate veteran, and AI Growth Architect. I lost 135 pounds of fat, walked away from alcohol, and rebuilt my life around discipline, systems, and relentless execution. Now I build AI automation systems for businesses through HonorElevate.com — and every day I translate what the smartest minds in the world are saying about AI into something you can actually use.No fluff. No hype. No agenda. Just the truth about what's happening — and what it means for your money, your job, and your future.
Microsoft's anti-"Microslop" censorship backfired spectacularly; Australia is cracking down on AI age verification while Meta is busy targeting toddlers; prediction markets are basically just insider trading with extra steps; AI chatbots are getting people killed and exposing spy operations; the Moon landing got pushed again; Opera got nostalgic at 30; Sony bought Charlie Brown; and Netflix is making documentaries with robot people now.Show notes at https://gog.show/736Watch on YouTube at https://youtu.be/6lw2Hy_U8QASponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordFOLLOW UPMicrosoft Bans the Word “Microslop” on Copilot Discord, Gets So Humiliated That It Locks Down the Whole ServerAustralia will consider requiring app stores to block AI services without age verificationA Day in the Life of an EnshittificatorIN THE NEWSMeta's what-if for tweensHow Meta Executives Talked About Child Safety Behind the ScenesThe Great Insider Trading Reckoning Reportedly Hits OpenAIKhamenei market meltdown on Kalshi shows how prediction markets still can't decide what ‘counts'Some Alleged Polymarket Insiders Made a Fortune on U.S. Strikes on IranPolymarket Decides Incentivizing a Nuclear Detonation Might Be a Bad IdeaA Chinese official's use of ChatGPT accidentally revealed a global intimidation operation‘Our Bond Is the Only Thing That's Real:' A New Lawsuit Alleges Google Gemini Drove a Man to SuicideThe Data Centers Have Arrived at the Edge of the Arctic CircleBig tech companies agree to not ruin your electric bill with AI data centersTerraPower gets OK to start construction of its first nuclear plantThe Supreme Court doesn't care if you want to copyright your AI-generated artAnthropic CEO Dario Amodei calls OpenAI's messaging around military deal 'straight up lies,' report saysThe $100 Billion OpenAI-Nvidia Deal Is Not HappeningNASA Announces Major Change to Plans For Putting Humans on The MoonThe US Senate empowers NASA to fully engage in lunar space raceAstronomers Estimated the Lifespan of Alien Civilizations, and It's Not Looking Good for UsMEDIA CANDYCharlie Brown now works for SonyThese AI Avatars in a Netflix True Crime Doc Are Disturbing ViewersNetflix buys Ben Affleck's AI film tech company, InterPositiveAPPS & DOODADSOpera Has Turned 30 and Is Celebrating With a Compelling Tribute to Web NostalgiaWeb Design MuseumMeta hit with a class action lawsuit over smart glasses' privacy claimsApple Macbook NeoAT THE LIBRARYUncommon People: Britpop and Beyond in 20 Songs by Miranda SawyerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
5 AI CEOs Just Said The Same Thing Five of the most powerful people in artificial intelligence just said the same thing in the same month. They didn't make handwavy vague statements — they all agreed on the same direction, the same timelines, the same warnings. Five CEOs who are actively competing against each other, spending hundreds of billions, all converging on one message. Key points: • What Sam Altman, Jensen Huang, Sundar Pichai, Satya Nadella, and Elon Musk all said • Why competitors are suddenly agreeing • The timeline they're all pointing to • What this convergence means for the future Watch this video at- https://youtu.be/kMivoKHHkxQ?si=I1ERQG-imaL7UPSy Farzad 383K subscribers 761,083 views Feb 2, 2026 #elonmusk #FSD #twitter Buy my book: https://a.co/d/03deuZWF --- --- Rebellionaire: https://www.rebellionaire.com/farzad Join my exclusive community: https://farzad.fm Buy Matic: https://maticrobots.com/?utm_term=FRI... Use Descript to edit your videos: https://descript.cello.so/5G6jmxS0qeP Wrap your Tesla using TESBROS: https://partners.tesbros.com/FARZADME... Get $100 off Matic Robots: https://maticrobots.refr.cc/active-cu... Use my referral link to purchase a Tesla product https://ts.la/farzad69506 Want to grow your YouTube channel? DM David Carbutt For 10% discount quote ‘Farzad' https://x.com/DavidCarbutt_ I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions. Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019. I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice. I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice. -- Five of the world's most powerful AI leaders just made the same prediction about what's coming next. Sam Altman (OpenAI), Sundar Pichai (Google), Satya Nadella (Microsoft), Jensen Huang (NVIDIA), and Elon Musk (xAI/Tesla) are converging on a timeline most people aren't ready for. In this video, I break down exactly what these CEOs said, why they're all saying it NOW, and what it means for your job, your investments, and the economy. Topics covered: • AGI timeline predictions from 5 tech giants • Why 2025-2027 keeps coming up • The convergence of AI + robotics + energy • What the "intelligence too cheap to meter" future looks like • How to position yourself before the wave hits I've been covering Tesla and AI for 14 years. This is the most important shift I've ever seen. NFA.
In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss the Cybertruck price increase, BYD making everyone look bad, and a Donut Lab battery update. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla increases Cybertruck AWD price to $70,000 after creating artificial urgency Tesla sends Canadian Model 3 inventory to the US as it expects Chinese EVs back Tesla changes FSD transfer rules again, screwing over Cybertruck AWD buyers BYD's new Blade EV Battery 2.0 unlocks 1,000+ km pure electric range and 10 min fast charging BYD's new 1500kW ‘flash charger' is over 3x faster than anything US has BYD unveils stunning flagship electric SUV for the first time [Images] It's official: Hyundai axes IONIQ 6 from US lineup, Kia EVs remain in limbo Aptera (SEV) completes first Solar EV build off its validation assembly line Donut Lab solid-state battery survives 100°C discharge in second independent test Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: https://www.youtube.com/live/z64r5thTwio
Brady and John open with a light exchange about audio issues, spring weather, and using AI to fill in for John's upcoming absence The hosts reflect on how addictive and productive AI tools have become, comparing the experience to having an always-on intelligent collaborator Bitcoin's recent strength stands out, with the hosts noting that it outperformed gold during a real geopolitical scare while ETF inflows remained strong They discuss whether Bitcoin has already put in a price bottom near $60K, while questioning whether the market now faces a “bear market in time” rather than a deeper price collapse Sentiment indicators like Fear & Greed are highlighted as signs that panic may have peaked, even if confidence takes time to rebuild The episode covers macro tailwinds for Bitcoin, including improving manufacturing PMI, weakening jobs data, persistent inflation pressure, and the structural impossibility of reining in US government spending Strategy's continued Bitcoin accumulation is framed as a major long-term signal, while the discussion around Stretch focuses on how Bitcoin-linked financial products are competing with private credit for investor capital The BlackRock private credit withdrawal limits story is used to contrast the opacity and illiquidity of traditional finance with Bitcoin-native alternatives Brady and John review major financial-system developments including Kraken's Fed access, Morgan Stanley launching its own Bitcoin ETF, Coinbase custody scrutiny, and Elon Musk's X Money rollout They close by arguing that Bitcoin is becoming more deeply embedded in the financial system, even if many of the latest policy wins are benefiting crypto and stablecoins more directly than Bitcoin itself ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin
ENTERTAINING SHORT FILMS is a new category on the RPA Network, which features indie short films for your enjoyment! We applaud these creators! Elon spends his days alone in a room he cannot leave — until a sudden knock on the door forces him to make the most important decision of his life.
Bill Gates has consistently framed his association with Jeffrey Epstein as a “huge mistake,” claiming he naively believed the convicted sex offender could help advance global health philanthropy—an aspiration that never materialized. In interviews with The Wall Street Journal, Gates described his behavior as “foolish,” emphasized that he had no personal or business relationship with Epstein, and cut off contact by 2014. He lamented granting Epstein credibility by being seen with him, calling it one of the worst judgment calls of his life.Yet critics remain unconvinced. The repeated denial of substance—despite documented visits to Epstein's Manhattan townhouse, including one with his wife—smacks of damage control, not candor. The aftermath of the revelation played a key role in his divorce, and even public figures like Elon Musk have ridiculed Gates's moral credibility, saying he wouldn't trust him to babysit his own children. Gates's repeated invocation of “mistake” now feels like a defensive script designed to deflect deeper scrutiny rather than a genuine reckoningto contact me:bobbycapucci@protonmail.comsource:New photo shows Bill Gates posing with Epstein accuser years after his 2008 conviction: report (nypost.com)Become a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.
On today's episode, we discuss how rapid advances in artificial intelligence and robotics are reshaping healthcare, from Elon Musk's vision of robot surgeons outperforming rural doctors to the limits of current AI in emergency medicine. The hosts use personal stories about Apple Watch heart monitoring and fall detection to illustrate both the promise and quirks of consumer health tech. They dig into what it will mean when always-on biometric data is continuously fed into AI systems, raising questions about accuracy, privacy, and who ultimately controls medical decisions. The conversation then shifts to schools, where kids increasingly use AI tools built into platforms like Canva to “do” their homework, sparking a debate over whether this shortcuts learning or provides a powerful secondary teaching resource. Drawing on examples from math education and legal research, they argue that AI works best as a guide that explains processes and checks work rather than as a primary source students blindly copy. Throughout, the fearsome foursome keep things light with tech mishaps, sponsor shout-outs to PJ's Coffee and Second Round Bakery, and playful back-and-forth about how to stay smart in an AI-driven world. Don't miss it!
Agradece a este podcast tantas horas de entretenimiento y disfruta de episodios exclusivos como éste. ¡Apóyale en iVoox! Acceso anticipado para Fans - recopilatorio de posts sobre uno de los más infames experimentos de Elon Musk, que dejó tirado a un usuario de Neuralink del que a día de hoy no se tienen noticias. por Anto The Hedgehog. _ Apoya al Norm4l Podcast, ¡es muy importante! Haz tu parte para mantener el CUREEPEYVERSO: https://www.ivoox.com/support/735274 Invítame a un Monster o dos: https://ko-fi.com/norm4lpodcast Twitter: @NormalPodcast_ Instagram: @norm4lpodcast Canal de Telegram: https://t.me/norm4lpodcastfornormalpeople Correo: norm4lpodcastfornormalpeople@gmail.com Merchandising: https://www.redbubble.com/es/shop/ap/117769605 Web fan: https://sites.google.com/view/normalweb/Escucha este episodio completo y accede a todo el contenido exclusivo de Normal Podcast for Normal People (creepypastas). Descubre antes que nadie los nuevos episodios, y participa en la comunidad exclusiva de oyentes en https://go.ivoox.com/sq/735274
AI hype is colliding with financial reality. Don and Tom examine Elon Musk's suggestion that artificial intelligence could create such abundance that retirement savings might become unnecessary. They unpack the economics behind universal basic income, including the staggering cost—even a modest payment would require trillions in new revenue—and explain why most Americans aren't betting their futures on Silicon Valley promises. The episode also answers listener questions about confusing target-date fund holdings, what to do with an overfunded 529 plan, and how to reduce taxable investment distributions by placing assets in the right accounts. Along the way they revisit lessons from past technological revolutions, discuss the importance of work beyond income, and continue their campaign against the scourge of gas-powered leaf blowers. 0:04 AI panic and Elon Musk's claim that AI could make retirement savings unnecessary. 1:52 Musk's vision of AI-driven abundance and universal income replacing traditional retirement planning. 3:36 The practical question: who actually pays for universal income checks? 5:30 Historical tax rates in the 1960s vs. today's marginal tax structure. 6:21 Survey shows 94% of readers still plan to save despite AI predictions. 7:17 Boston College researchers warn Musk's comments send a dangerous retirement message. 8:23 Why universal basic income would require major government policy and taxes. 8:45 Past technology revolutions didn't distribute wealth evenly. 9:27 Why humans need work for purpose, not just income. 10:33 The math problem: even $1,000/month UBI would require about $3.1 trillion annually. 11:54 Historical comparison to the Luddite era and displaced workers. 13:18 Listener question: What “short-term debt and net other assets” mean in a Fidelity target-date fund. 17:38 Listener question: Overfunding a 529 plan and potential Roth rollover strategies. 20:45 Listener question: Using Vanguard Tax-Managed Balanced Fund to reduce taxable distributions. 23:28 Asset location strategy: placing bonds in IRAs and stocks in taxable accounts. 24:49 Where to easily find mutual fund returns using Morningstar. 25:46 Tom's Scottsdale advisory meetings announcement. 26:45 The crusade against gas-powered leaf blowers. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
AGENDA: 04:13 Anthropic vs The Pentagon: Who Wins 13:54 Was Sam Altman Wrong to Take the Deal 24:28 OpenAI's $110BN Mega Round: The Breakdown 28:22 Who Has a Bigger Valuation Premium: Sam Altman or Elon Musk 34:38 Why We Got the SaaS Apocalypse Wrong? 43:24 Why Salesforce Could be the Best Buy in Public Markets 47:46 Block Lays Off 40% of Team: AI or Overhiring 01:00:16 Cursor Hits $2BN in ARR… so not Dead? 01:18:15 How to Pick Winners in AI?
Are social media influencers trustworthy authorities? Elvira Kurt argues yes, and she's prepared to influence us but Andrew Johnston downvotes that idea. Next, we're debating the switch to electric vehicles. Jacob Samuel's on board but Julie Kim believes we Musk not do it!Featuring: Elvira Kurt, Andrew Johnston, Jacob Samuel, and Julie Kim.
Who dares to make predictions in the current landscape? We do! Our Predictions are back. Will our track-record continue on a high or will we be fundamentally wrong? Listen in to our Predictions for 2026 Navigation: Intro What will 2026 be all about? AI, AI and … more AI The big Hardware movements Of Start-ups and VCs Regulatory & Geopolitical Headwinds… and the Wars Fintech, Crypto and Frontier Tech Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Schmitt Introduction Welcome to Tech Deciphered Episode 74. That would be an episode about some predictions about 2026. What will be 2026 all about? I guess this year is probably starting with a bang. We saw the acquisition of xAI by SpaceX. We saw an acquisition from Grok by NVIDIA. What’s your take about what would be the big themes in 2026? I guess it would be for sure about AI and space. Nuno Goncalves Pedro What will 2026 be all about? Yeah. I predict a year that will be a little bit more of a year of reckoning in some way. There will be a lot of things that I think we’ll start seeing through. The fact that we are in the midst of an amazing transformational era for technology, the use of AI, but at the same time, obviously, a ridiculous bubble that is going alongside it as we’ve discussed in previous episodes. I think that we’ll start seeing some early reckonings of that, companies that might start failing, floundering, maybe a couple of frauds along the way, etc. I’ll tell you what I will not make many predictions about today, which is geopolitics. Geopolitics, I will not make predictions at all. Who the hell knows what’s going to happen to the world this year in 2026? I don’t dare making any predictions on that. Back to things where I would make predictions. I think on AI, we’ll have a little bit of reckoning. We’ll talk about it a little bit more in detail during this episode. Interesting elements around the hardware and physical space. Physical space, we just dedicated a full episode to it. We won’t go into a lot of details on that, but definitely on the hardware side, we’ll talk a little bit more about it. The VC landscape is going through an incredible transformation. We’ll talk about it today as well and some of our predictions for this year. What will happen to the asset class? It seems to be transforming itself dramatically. Obviously, that has a very direct impact on startups, so we’ll talk about that as well. And then to close a little bit the chapter on this, we will address some regulatory and geopolitical, let’s call it, headwinds without making maybe too many complex predictions. We shall see. Maybe by that time of the episode, we will be making some predictions. You guys should stay and listen to us, and maybe we will actually make some predictions about the geopolitical transformations that we will see this year in the world. Then last but not the least, we’ll talk about fintech, crypto, frontier tech, and a couple of other areas before concluding the episode. A classic predictions’ episode. We normally have a pretty good track record on some of these, but right now, the world is going a bit interesting, not to say insane. Bertrand Schmitt Yes, and going back to some news, Groq technically was not acquired, but, practically, it’s as if it got acquired. I’m talking about Groq, G-R-O-Q. The AI semiconductor company focused on inference AI, and it was late December. It was a way to end the year. This year, we started again with an acquisition of xAI by its sister company, SpaceX. I guess that’s where we are starting. AI, AI and … more AI We are going to start on AI. That’s definitely the big stuff. Everything these days, I guess, is about AI or has to have some connection with AI, or it doesn’t matter. I think every company in the world has seen that. You have to have the absolute minimum on AI strategy. You better execute on this strategy and show results, I would say. For the companies that were not AI native, you truly have to have a way to transform yourself. I guess at some point, the stretch might be too much, and it’s not really reasonable. Then you maybe better stay on what you are doing, especially if you’re in tech, you better be moving faster to AI. Nuno Goncalves Pedro Just to highlight, and I think throughout the episode, you’ll see that there’re obviously a lot of implications that would manifest themselves into capital markets. I mean, we’ll specifically talk about VCs and startups later on. But the fact that everything needs to be AI, the fact that there’s so much innovation happening right now, in my opinion, and this is maybe the first pre-topic to AI, is we’ll see a tremendous increase in M&A activity this year across the board. I mean, we’ve seen already some big acquihires we mentioned in some of our previous episodes, but we’ll see a lot more activity on M&A this year. Normally, that’s a precursor to the opening of capital markets. I predict also that there will be a reopening of the IPO market that never really reopened last year, to be honest. M&A, a lot more, reopening of the IPO market. Normally, it happens in the second or third quarter of the year. That’s what my M&A friends tell me. First quarter of year, everyone’s figuring out stuff. Then last quarter of the year, things should be more or less closed. Maybe the third quarter is the big quarter. We shall see. But definitely, as a precursor to our conversation today, I think we’ll see a lot of M&A, and we’ll see reopening of the IPO mark. Bertrand Schmitt I guess last year was not as big as you could expect on M&A given the tariff situation announced in April and May. I mean, it became quite tough to do IPO in such market conditions. Definitely, we can hope for something dramatically different in 2026. I guess talking about public markets and IPO, I guess the big one everyone is waiting for is SpaceX. SpaceX getting even more interesting with its xAI acquisition. Nuno Goncalves Pedro Do you think that because of the acquisition, it’s more likely that it will happen this year, or because of the acquisition, it’s less likely that it will happen this year? Bertrand Schmitt That’s a good question. My guess is the acquisition of xAI is all about xAI needing more financing and cheaper financing. This acquisition is a pathway to that. SpaceX being a much bigger company, a company that is also making much more revenues. I could bet that there is higher probability that, actually, SpaceX will go public in order to finance itself. At the same time, will it have enough time to prepare itself for the IPO given this acquisition just happened? Can they do that in 6 months? I mean, if anyone can do it, I guess it’s Elon Musk. It’s a strategy to present an even more attractive company with an even more interesting story, a story of vertical integration from AI to space. I guess the story as it’s presented itself right now, it’s one about having your AI data centers in space. Because in space, you have much better solar energy production with solar panels. You have a perfect cooling situation because you are in space. Thanks to Starlink, you have the mean to communicate between the satellites and with Earth itself. I think if someone can pull up a story like AI data center in space, I guess Elon Musk can. There is, of course, a lot of questions about is it practical? Is it economical? Yes. I certainly agree. I’m not clear on the mass, and can you make it work? Again, I mean, Elon Musk single-handedly, with SpaceX, managed to transform the space market on its head. I mean, they are the biggest satellite launching company in the world. They have the most satellites in the world. I mean, I’m not sure I would bet against him, and I guess I would probably believe that he could pull up something. Time frames, different story. The 2-3 years data center in space for AI as cheap as on Earth, I have more trouble with that one. I mean, it’s a usual suspect with Elon Musk. You promise something unachievable in a few years, but, ultimately, you still manage to reach it in 5 or 10. Again, I would not bet against the strategy. Nuno Goncalves Pedro Yeah. I’ve talked to a couple of space experts, people that have launched rockets, and have worked JPL, NASA, and a couple of other places, etc. For what it’s worth, their feedback is, “No way in hell, and we’re decades away.” We’ll see. I mean, to your point, Elon has pulled very dramatic stuff. Not as fast as he normally says he’s going to pull it, but within a time span that we all see it. Difficult to bet against him. In terms of actually the prediction, maybe to respond to the prediction as well, will SpaceX IPO? I’m going to make a prediction that has a very high likelihood of missing the mark, but I think Tesla’s going to buy and merge them both into it. It’s going to become a public company through Tesla. That’s my hypothesis. Bertrand Schmitt No. That’s supposed to be it. That’s how you solve that. Nuno Goncalves Pedro And Elon controls the whole universe. X, xAI, Tesla, SpaceX, all under one umbrella beautifully run. And SolarCity is well in there, of course, so wonderful. Bertrand Schmitt That’s possible. Certainly, you are not the only one thinking Tesla will acquire or merge with SpaceX. To remind everyone, Tesla is around 1.3, 1.5 trillion market cap. Depending on the day, SpaceX seems to be valued at similar range, 1.2, 1.3 trillion. It looks like it’s the most valued private company at this stage. These are companies of similar size, so that’s one piece of the puzzle. When you think about the combined company, we could be talking about a 3 trillion entity. Playing right here with the biggest companies in the marketplace today. Nuno Goncalves Pedro With a couple of tweets from Elon, it will rapidly get to 4 to 5 trillion. Bertrand Schmitt That’s so tricky. Nuno Goncalves Pedro Yes. On AI and back to AI, one thing I think that we’re about to see is this will probably be the year of agentic AI. Obviously, we predict a lot of growth on that side of the fence, in particular on the enterprise B2B side. We see a lot of opportunities coming through. From our perspective, at least at Chamaeleon, we generally believe that there’s going to be a lot of movements on agentic AI. It’s also going to be probably the year of the first big fails of agentic AI that will be newsworthy. There will be some elements about that loop and how it gets closed that will happen. I think we might see some scandals already. We’re already seeing the social network of bots talking to bots. We will see other scandals going on this year even in the consumer space and in the bot to bot space, which we now can talk about or in the AI agent to AI agent space. My prediction is we will see some move forwards. There’ll be some dramatic funding rounds along the way. We’ll see a couple of really cool things out of the gates coming out that are really impressive, but we’ll also see the first big misses of the technology stack. I don’t think we’ll go fully mainstream yet this year, so it’s probably maybe something more for 2027 along the way. That would be my prediction again. I think enterprise will lead the way. We’ll definitely see a lot of stuff on consumer as well that is cool. Then we’ll all have our own personal assistance in our hands, basically, literally in our phones. Bertrand Schmitt Going back to agentic AI, we also started the year with some pretty dramatic move. I mean, the launch of Clawdbot, renamed OpenClaw. I mean, this stuff took fire in like a week or 2. It was coded by just one person who actually didn’t even code the product but used AI to build the product, 100% used AI, proposing some new ways also to leverage AI to do coding. He has a pretty unique approach. It’s not vibe coding. I would say it’s a better way to do that. Then the surprising evolution with the launch of a social network for AI agents, Moltbook. I mean, this stuff, probably there is some fake in it. But at the same time, I think it’s quite impressive because it’s the first time we see truly 100,000 plus agents communicating directly to each other. Yeah. I mean, that’s the first time we see surfacing the possibility of some sort of hive mind on the Internet. It’s pretty surprising. Right now, all of this is a hack done in a few days. By end of year, by 2 years, 3 years, we might discover that, actually, the best approach to AI might not be the AI assistant like we are doing today, but a combination of hundreds of thousands of AI working closely together. We might be witnessing the first sign of new intelligence in a way. Nuno Goncalves Pedro Things like this social network might either be Skynet, the beginning of Skynet. They might be the beginning of Her, or they might just be a fad and nothing really happens. It’s just interesting to see what these agents are doing. Bertrand Schmitt Totally. Nuno Goncalves Pedro Obviously, there are real and clear and present dangers of some of the integrations of AI we’re seeing in the market. Interesting enough, and I’ll ask you for your prediction a bit, Bertrand. I think we’ll probably see the first big mishap of AI being used in some infrastructural decision in the age of AI. I mean, we’ve seen AI issues in the past and software issues in the past. We talked in previous episodes about that as well. Mishaps of software that have led to people dying. But I think probably the first big mishap will happen this year as well. Very public mishap of the use of AI and serve its interactions with infrastructure or something that’s very platform related, etc, that will have big impact that everyone will notice. That’s my prediction for the year as well. We’ll have the first big oops moment, as I would call it, for AI in this new age of full on AI. Bertrand Schmitt I would say first some perspective. I think today, people are not using AI directly for life and death decision, at least not that I’m aware. We’re not going to let AI fly a plane, for instance, tomorrow so you can be, reassured. At the same time, given there is such a race to AI, there definitely might be some mistakes. We were talking about the social network for AI agents, Moltbook. Apparently, all the keys used to secure the AI were shared by mistake because it was not properly locked down. We can see that indirectly, mistakes will be made for sure. Two, it’s highly probable that some people will trust AI too much to do some stuff, and this stuff might not work and might have some grave consequence. Hopefully, there is not so much of this. Hopefully, it’s mostly AI used for the good. But you’re right. I mean, at some point, the more we use the technology, the more there would be issue. I mean, it’s highly probable. Nuno Goncalves Pedro That will lead me to another prediction, which is, and we’ll talk about more of it later, but it probably will lead to the first significant movement in terms of regulatory environment certainly in the US at some point if it happens in the US in particular, where there will be some movement that will be like, “Hey, you guys can’t do this anymore.” Because this will probably emerge from mismanaged interfaces. From systems having access to stuff that they shouldn’t have access to in the first place. Talking a little bit more about what’s happening in AI. You’ve already mentioned some of the issues that relate actually to security and cybersecurity. We keep talking about AI. We keep talking about all these infrastructure pieces and platforms that are being built. I think we’ll have a lot more incidents like the one you just mentioned where things will be shared that shouldn’t have been shared, where people will break systems and get into it, etc. Let’s see where that takes us, which is a little bit ironic because, obviously, with AI, the promise is that cybersecurity becomes more robust as well because there’re agents working on our behalf on the cybersecurity side. There’s also agents working on the other side. Bertrand Schmitt It’s a constant race. It’s the attackers, defenders. Each time you have new technology, you have a new race to who is going to attack or defend the best. Each new wave of technology, it’s an opportunity to challenge the status quo. Nuno Goncalves Pedro The attackers have been winning, and I feel they’ll continue winning in 2026. I think it’s going to still be a year of attack. We’ll see more and more breaches, more and more stuff that will happen. Bertrand Schmitt I don’t know if they will win. I mean, it’s normal that they win once in a while. For sure, some infrastructure is not updated as it should. Some stuff are not managed as it should, so there will always be breaches. I don’t know if things are dramatically going to change because, again, everyone who cares who is going to update his infrastructure with AI for defense. There is no question that you have no choice. We will see. That I don’t know. For sure, AI will be used to attack directly with AI. Maybe you’re able to do bigger, larger scale attack. Or thanks to AI, you are simply able to create new type of attacks more easily. AI can be used behind the scene as a way to prepare and organise new type of attacks, even if it’s not used directly live in the battle. Nuno Goncalves Pedro One topic that we’ll come back to later is the geopolitics of everything, but maybe more broadly. On the geopolitics of AI, it’s very clear that we have an arms race going on. Obviously, the US on the one hand, China on the other hand is the two extremes, putting tremendous amount of capital into data centers just at the base of that infrastructure. Chipset development, chipset access, a huge theme in terms of the export restrictions, etc, that are being forced by the US. I think it will continue. From a European standpoint, obviously, they’re stuck between a rock and a hard place, to be very honest. Let’s see what happens on that side of the fence. My view of the world is that certainly from a US and China perspective, we’re going to see a lot more movements in 2026, like big movements. The Chinese movements we always see in delay. It takes us a couple of months, sometimes even more than that to understand exactly what’s going on. I think we’re going to see some huge moves this year in terms of the States, the United States of America, and China really pouring capital into the creation of the next big winners around AI. I think the US is obviously more visible. We see a lot of these companies. We’ve just discussed xAI and its acquisition by SpaceX or merger. I don’t know what they’re calling it exactly. Effectively, on the China side, the movements I think are already very big. As I said, it will take a while to figure out exactly what those moves are. One thing that I propose is that at some point, China will have very little dependency on chipsets from the US. I’m not sure it’s going to happen this year, but I think the writing is on the wall. Irrespective of any other geopolitical issues that is coming to the fore at this moment in time. That’s one of the key areas or in arenas of fight. Bertrand Schmitt It makes sense. If you are China, you will look at what happened. You would think that you cannot just depend on the largest of one country. It makes rational sense, the same way it makes rational sense for the US to limit exports to China because there is value to delay some peer pressure that could use these technologies for good but also for bad. If you were an ally of the US, that would be one thing. But when you are not an ally of the US, that certainly should be a different perspective. Maybe one last point concerning agents, I think there will be a lot that will revolve around coding. We can see OpenAI with Codex. We can see Cloud with code. There was, of course, [inaudible 00:18:28] that was trying to be big on agentic coding. I think agentic coding was one of the big transformation in 2025 and is going to get bigger in 2026. I think for a lot of people who do coding, there was a radical transformation in terms of what you can achieve, what you can do, how much you can trust AI to help you code. I start to think we might see this year, the replacement of not just one AI replace one coder, but one AI replace a full team because of the new ability to manage that at scale. Coding might be a common activity where you are going to think about outcomes, think about objective, think about how you organise, but not really coding by itself anymore. A big change, like you used to code, directly your hand on the stuff, but step by step, everyone is going to become a manager of agent. I think in one year, we saw enough transformation to think that in the coming year, the transformation can be even more dramatic. Nuno Goncalves Pedro The big Hardware movements Now switching gears to hardware. Obviously, a lot of movements in 2025 and over the last few years. One piece of thesis that we’ve had long-standing at Chamaeleon is that we will see the emergence of AI devices. Some of them have been tremendous failures as we discussed in the past. I predict that we’ll have a couple of really interesting full stack AI devices in the market this year. Why does that matter? Because, as many of you know, obviously, there’s compute that can happen in data centers and cloud infrastructure all over the world, but also there’s compute that can happen at the edges. The more you can move to the edges and the more you can create devices that actually allow you to have user experiences that are very distinctive at the edge, the more powerful some of these devices might become. I predict Apple will not be the first to launch anything on this. I predict probably OpenAI, after the acquisition of IO, will maybe not launch something this year, but will announce something this year. I’ll step back on that prediction. They’ll announce something this year, but maybe not launch. But we’ll start seeing some devices that have some interesting value in the market, probably devices that are AI devices, but they are very focused on very specific user flows, and so very much adequate to specific activities. I won’t make a prediction on that, but I think areas that would make sense for that to happen would be obviously around fitness, health, et cetera, et cetera, where we already have the ascendancy of products like Oura Ring and others out there. Definitely, that’s one area that might have quite a lot of developments. I think AI-first devices, devices that are very focused on compute at the edges, providing user flows that are AI-enabled to end users, we’ll see a lot more of that and a lot more activity this year. Again, I don’t think Apple will be necessarily ahead of the game. Again, maybe OpenAI will give us something to at least think about and look forward to. Bertrand Schmitt First, I’m not sure it will be that transformational because if it’s not in your phone, in your pocket, there is only so much you can do with it, and there is only so much computing power you will have. I’m doubtful it would be really impactful this year. Nuno Goncalves Pedro I feel we’ve been discussing this shift of paradigm in input and output. For me, some of these devices could lead to that shift. Because, again, a mobile phone is not a great long-term paradigm for the usage that we have because it’s really constrained by the screen. The screen is really what takes most of the battery life away. If we didn’t have that screen, what could we do? If we have the block that is as big as a mobile phone, and it didn’t have a screen, it was just compute, that’s a mini computer, a microcomputer. Bertrand Schmitt That’s a fair point, but I don’t see that transformation this year. That’s really more my point. I can see that you can have AI-enabled smart glasses, and it’s clear there is a race to AI-enabled smart glasses. My point is more to go beyond the gadget, it would take quite a while. It would need to have cameras. It would need to analyse what you see. It would need to hear what you hear. Again, it might come, but then at some point, it would be okay, what do you do with it? We have the example of the movie Her. That’s showing Her what it could be. There are definitely possibilities. It’s clear that if you take the big VR headset like the Apple Vision Pro, there is a failure from that perspective in the sense that I think it’s a great, amazing device. The big problem is that it’s doing way more that makes sense. I think there will be a clearer separation between your smart AR glasses that has to be light, that has to be always unconnected, and that’s primarily there to help you make sense of the world around you. The true VR headset that doesn’t really require much in terms of AI, and it’s just there to immerse you in a different world. For this, we know, unfortunately, in some ways, that there is not a lot of demand for it. Maybe there is little demand because you are too hidden in your own world. The technology is not working well enough yet. There are a lot of reasons. But I think Apple trying to do both at the same time, AR and VR, with the Vision Pro, was a pretty grave structural mistake. I think we would see a clearer line of separation between the two. There is bigger market opportunity for AR glasses. That, I certainly agree. There is opportunity to connect that to a computing device. As you talk about, your glasses are your screen, your phone becomes something in your pocket connected to your glasses. Nuno Goncalves Pedro For me, Apple has their way of doing things. From the perspective of what you said, they normally really plan their devices. Even if it’s a big shift in terms of a new area, like they tried with the Vision Pro, and we criticised them for launching it as a device that should have been more of a dev device that they really launched as a full-on device, but that’s their playbook, classically. I think Apple needs to change how they put products out and how they experiment with those products, et cetera. I think they have enough money to be doing everything all the time and figuring it out. If they don’t want to put it out, then they need to do a lot more hell of testing internally with their silos, but they should be playing across all these arenas, VR, AR, everything. They just should put devices out that are either ready for prime time, or they should call it something else. They should call it like this is a dev device or whatever it is. Bertrand Schmitt I agree with you. My complaint is more that it was marketed as a consumer device when it was not. It was a true developer device. Two, they tried to mix the two at once, and it made no sense. No one is going to walk in their home or in the street with their Vision Pro on their head. You have to be deranged, quite frankly, to have use cases like this. I think that for me is a crazy mistake from a company like Apple that prides itself in pure UI, pure user interface, very well-designed device for one specific use case, not mixing the two use cases. We still don’t have Macs with a touchscreen, you know? We still don’t have an iPad with a good OS that makes use of this great hardware. For some strange reason, they decided to mix everything in the Vision Pro with a device that weighs a ton on your head and is so uncomfortable. That’s why, for me, I’m like, “Guys, what is wrong? Why did you let this team run crazy?” I hope at some point, Apple will go back to the drawing board. My understanding is that that’s what they are doing. They are going to have two devices, one smart glasses, an evolution of the Vision Pro, just focus on VR. They might actually abandon the concept of the pure VR-oriented headset. Because, from a market size perspective, it might not be big enough for Apple, quite frankly. Nuno Goncalves Pedro I read on all of the above, and people at this point was like, “Why are then players like Samsung and others not doing it. LG, et cetera?” Because those players historically have not invented new categories. They’re amazing at catching up once the category is invented, and then they scale the hell out of it, and that’s what these companies have been exceptional at. I wouldn’t see a dramatic innovation, I think, in terms of devices coming from any of the big ones on that side of the fence. Not to disrespect them in any way, but I think that’s not been their playbook ever. Again, if the origination doesn’t come from a start-up or from an Apple, I don’t see those guys going after it. My bet is that we’ll see some start-up activity and, again, hopefully, some announcement from IO now within the OpenAI world. Bertrand Schmitt I would slightly disagree with you. I see where you are coming from. But take the Samsung Galaxy Note, that sudden much bigger headphone that no one was doing that was launched by Samsung, at some point, it forced Apple to launch an iPhone Max. Let’s look at the Z Fold that Samsung launched 7 years ago, copied by everyone. Now Samsung launching a trifold. Apple has still not launched their foldable phone. I think there is a mix, actually, of sometimes- Nuno Goncalves Pedro For me, that’s not a proper new category. It’s still a mobile phone. It just happens to have a screen that folds in half. Bertrand Schmitt The iPhone was still a mobile phone, you could argue. Nuno Goncalves Pedro No. I think the iPhone was… I could actually agree with you on that point. Maybe Apple is not as innovative in that case. I think what Steve Jobs was exceptionally good at in terms of his ability as this master product manager was to be an exceptional curator of user flows and user experiences, and creating incredible experiences from devices based on that. That was his secret sauce. Could you say, “Wasn’t all of this stuff already around?” It was. You just put it all together very neatly and very nicely. But if you’re talking about significant shifts in how a category is done, the iPhone was a significant shift in how the category was done. The Fold is still an interesting device. I actually have a Fold right now in front of me. The 7 that you highly recommended to me that we both got, the Z Fold 7. I think they do amazing devices. I don’t think they normally are the most innovative players. Then, when they come to innovation, it comes from technology edges. Obviously, they have Samsung Display, there’s a bunch of other things. They had the ability to do foldable screens in-house themselves. Bertrand Schmitt I don’t disagree with you. I think there is an interesting situation where some companies have some strengths, another one has some strengths. My worry with Apple is that this was not demonstrated with the Vision Pro. The Vision Pro was a hot pot of technologies barely integrated together, with use cases absolutely not well-defined and certainly not something that makes sense for most of us. There is a question of has Apple lost it? While Samsung actually keeps doing their own stuff, that, yes, might be more minor improvements, but at least they are doing it. Because it looks like Apple is missing the train on even the minor improvements. By the way, you might not be aware, but Samsung launched its Vision Pro competitor. Interestingly enough, it might be a better product in some ways, being much lighter and much more comfortable. Nuno Goncalves Pedro We should play around with that and report back to our listeners. Of Start-ups and VCs Moving to venture capital and the startup ecosystem and what’s happening there, I think it is very much a bifurcated environment, and it’s bifurcated for both VCs and for startups. If you’re a startup in the AI space, and you have the hottest team since sliced bread, and you can create FOMO at the speed of light, you can raise ridiculous rounds. Five hundred million at the $3 billion, or $4 billion, or $5 billion valuation, and you still haven’t really even started. First round, you can raise 500 million. That’s back to the whole discussion on Bubble and where are we, et cetera. Some of these companies might actually become huge, some of them might not. But definitely, we are seeing really the haves and have-nots on the startup ecosystem with incredible teams raising a lot of money very, very early on or mid-stage if they’ve already existed for a while, and then the rest not being able to raise. We see a lot of non-necessarily AI sectors, some of the areas of SaaS that don’t necessarily have AI in it, or fintech, or the consumer space that are really, really struggling. If you don’t have an AI story for your startup right now, it’s extremely difficult to raise money unless your numbers are just the best numbers ever. That’s, I think, the first part of the element of bifurcation that we’re seeing today. The second element of bifurcation that we’re seeing today in terms of fundraising is for VCs themselves, and really propelled by the large VC firms raising more and more capital in recent orbits, announcing 15 billion across funds raised. Lightspeed, I think, had made an announcement a couple of weeks ago as well. They’ve raised a bunch of money as well. The big guys are all raising a lot of money. At some point in time, the question some of you might ask is, “These VCs are redeploying more and more money if they have a couple of billion for a VC fund. How does that look like? Is that still VC?” My perspective, I’ve shared before in some of our previous episodes, is that that’s no longer venture capital. At that point in time, we’re talking about something else. Private equity hedge funds, if you want to call them, maybe funds that are really driven by growth investment or late-stage investment. If you have a couple of billion under management, you’re not going to make your returns by writing a $3 million check in a series seed and leading that round. That has implications for everyone in the ecosystem. It has implications for smaller funds that obviously have a lot more difficulty in raising capital. It’s difficult to differentiate. Last but not least, also for startups that really continue searching for that capital that is out there. Andreessen Horowitz, for example, runs Speedrun, which is a great program for companies around consumer in particular. Initially, it was a lot for gaming. But at some point in time, Andreessen Horowitz could decide that they don’t want to invest more in you. They just put money from Speedrun, which is obviously a very small check compared to the very large checks they could write mid to late stage and that will have an effect on you as a startup. What happens at that point in time if Andreessen Horowitz is not backing you up in later stages? More than that, what happens if I can’t get these big funds interested in me? Are the small funds still valuable to me? Punchline, my view is yes. Obviously, we’re a smaller fund, so there’s parochial interest in what I’m saying. Small funds can still create a ton of value for you, also in terms of credibility, ability to accompany you in those first stages of investment, and the ability to bring other larger investors later down the road as well. There’s definitely a big movement happening in terms of the fundraising for VC funds, which we shouldn’t neglect, which is the big guys are raising a lot more capital and are therefore emptying the market to smaller funds that are having more and more difficult raising at this point in time. We had discussed that there would be a need for concentration in the industry, that micro funds would need to concentrate, and we didn’t have the space for so many micro funds as we had around. But the way it’s happening is extremely dramatic at this moment in time. I think it will continue through 2026. Bertrand Schmitt Remember a few years ago, with the rise of AI, there was more and more of the question about, “What’s the point of SaaS at this stage?” Because SaaS was around for 15 years. Basically, how do you come up with something new that was not already tested, validated by the market? How do you bring something new? We say this was reinforced to the power of 10. If your product is not clearly built from the ground up for a new use case enabled by AI, anyone could then might have built your product 5, 10 years ago, and therefore, why now has no clear answer, and it’s a big problem. I’m still surprised myself to still see some entrepreneurs where you talk to them about AI because you don’t see them in the deck, and they explain to you, “It’s not yet there,” and you’re like, “What’s wrong with you guys?” Fine. Do whatever you want. Do a small business and whatever, but don’t think you can come up pitch and raise without an AI story. The second category is people who come with an AI story, but you can feel very quickly, I guess you saw that many times, Nuno, where just a story layered on top with little credibility. It’s not better. It’s not enough to just have a story. Your business needs to be radically built differently or radically proposing some brand-new use cases that were impossible to solve 5 years ago. Nuno Goncalves Pedro To stack up on that, absolutely in agreement. If you’re just adding to the story, and it’s an afterthought, and you’re just trying to make the story somehow gel, once you go into one or two layers of due diligence, your investors will very quickly realise that you’re not really AI-first or dramatically AI-enabled or whatever. It’s just you’re sort of stacking something on top of another thesis. It needs to make sense from the product onwards. It’s not just, let’s just put it together with chewing gum, and magically, people will give you money. It was true also if we remember the good old crypto blockchain days, where everyone’s investing in crypto. A lot of stories that didn’t make much sense. In that sense, it’s not very different. I would go one step further. I think in the world of the VC winter that we’re a little bit in, where it’s more and more difficult if you’re a smaller fund to raise your fund at this moment in time, there’s a lot of sources of distinctiveness still talked about, like proprietary networks, access to deal flow, fast track record, all that stuff that really, really matters. But our bet continues at Chamaeleon continues being that you need to be AI-first as a VC fund yourself. You need to have core advantages in using not only readily-available AI tools or third-party available AI tools, data sources, technology stacks, but actually building your own stack over time, which is what we did with Mantis at Chamaeleon. Again, just to reinforce that, I think we’re at the beginning of that stage. We, Chamaeleon, are ahead of the game, but we think that the rest of the market will have to move towards that as well. Still, to be honest, very surprising to me to see that many significant large players are doing very little still around some of these spaces. They have data scientists. They’re running some tools. They’re running some analysis and all that stuff, but it’s still, again, back to the point I was making for startups, all glued up with chewing gum. It doesn’t all come together nicely, which it does need to from a platform standpoint. Bertrand Schmitt It’s quite surprising. I agree with you that some VC funds might think that they can do business as usual in that brand-new world. It’s difficult to believe. Nuno Goncalves Pedro Maybe moving a little bit toward the capital formation piece. We already discussed the M&A space really accelerating. We’ve also discussed the IPO market and some predictions on that. Secondaries, there’s obviously a lot of liquidity coming from secondaries from mid to late stage. I think it will continue throughout the rest of 2026. A lot of activity in buying, selling in secondaries as some asset managers are becoming more distressed, as some very high net worth individuals and family offices are becoming more distressed as well, at the same time, where there’s a lot of opportunities to potentially arbitrage around some investments. I believe a lot of money will be made and lost this year by decisions made this year, just to be very, very clear in terms of equity, purchases, et cetera. Exciting year ahead of us. Definitely a very, very interesting market ahead of us. Secondaries, M&A, growth, and late-stage investing, also, early-stage investing will continue just for those that were wondering. Last but not least, the public markets, the IPO market as well. Bertrand Schmitt One of the big questions for the IPO market would be, will SpaceX go public? Would it be good for the startup ecosystem? Because suddenly that they go public, it would be to raise money. If they raise money, will there be any money left for anybody else? That would be an interesting test of the market. For sure, it would be proof that market are risk on financing a new IPO like this one. Or as you said, maybe there is no IPO, and it’s a merger with Tesla. Time will tell. Nuno Goncalves Pedro Regulatory & Geopolitical Headwinds… and the Wars Moving maybe to our topic of regulation and geopolitical headwinds, as we’re seeing … definitely not tailwinds. The Google antitrust verdict and, obviously, the remedies are expected to come forward now, and a lot of people are saying, “There are some risks of structural separation.” What do you think? Is it cool, but nothing will happen in the end dramatically? Alphabet or Google? I’m not sure, actually. It’s Google LLC. I think that’s the case. It’s The United States versus Google LLC. Bertrand Schmitt I’m not sure. Personally, I’m not a big fan. I think there needs to be a better way to manage some anticompetitive behavior. I’m not a big fan. There was this temptation to do that for Microsoft 25 years ago. Look at what happened. No one needed to buy Microsoft to leave space for others. I see the same with Google, and I guess they are happy to not be the number 1 in AI today, but to have an open AI in front of them. Even if they are doing a great job, by the way, to move forward and go faster and faster. Personally, quite impressed now with some of what they have released. Gemini 3 is doing great from my perspective. I’m not a big fan of this. I think to be clear, it’s important that bigger companies don’t behave anticompetitively, but at the same time, we need to find the right approach where it’s not about breaking these companies, and it’s also not about forbidding them to do acquisitions. Because then you end up with what NVIDIA just did with a $20 billion acquihire IP licensing type of acquisition, because they didn’t want to have the uncertainties. They didn’t want to wait 1–2 years in order to acquire the people and the technology, so they organised it in a different way. But I don’t like that. I think they should be able to acquire companies without facing so much uncertainty. To be clear, it’s not new. Uncertainty when you are Google, NVIDIA, or others, it happens. It has happened for a decade plus, 2 decades. I think there needs to be, for sure, some safety valves. At the same time, we want an efficient capital market. An efficient capital market need companies that can acquire other companies. If you don’t do that efficiently, it will be worse for the entrepreneurs, it will be worse for the investors, it will be worse for everybody. I think we have not reached a good equilibrium from my perspective. We need more efficient acquisition process. And at the same time, we need to also enforce faster anticompetitive behavior. Because what you talk about concerning Google, this is a case that was what? That is 10 years old. You see what I mean? This is way too long. If you’re a startup, you are dead by then. It’s like the story of Netscape facing Microsoft. They were dead long after the fact. I think we need a different approach. I’m not sure the best answer. I’m not sure we’ll get a better approach. There are probably too many vested interest. My hope is that it will get better with this current administration because, certainly, the past administration was very anti acquisition and efficient markets. Nuno Goncalves Pedro We’ve talked about the European Union AI Act a bunch of times, so I don’t want to spend too many cycles on that. The only effect that I would say is we are seeing in very slow motion the splitting of the Internet. I once had Tim Berners-Lee, by the way, shouting at me that we were going to break the Internet when we were applying for the .mobi top-level domain. I was part of that consortium that eventually did get the .mobi top-level domain, and I had him shouting at us. But, apparently, this is going to split the Internet, Tim. So in case you’re listening. Because it will create all these different rules. If your data is relating to consumers there, then it’s treated in a different way, and The US is… Well, obviously, we have the case of California with its own rules and laws. I don’t know. I feel we’re having a moment of siloing that goes beyond economic and geopolitical siloing. It will also apply to the digital world, and we’ll start having different landscapes around it. We’ll see how this affects global expansion of services, for example, around AI, particularly for consumer, but I don’t foresee anything dramatically positive. Recently, we had the whole deal around TikTok finally having a solution for their US problem where there’s now a US conglomerate magically that owns it. The conglomerate doesn’t magically own it, they just straight up own it for the US. But it was driven by many of these concerns around data ownership. Where’s the data? Where is it based? I think a lot of other concerns that have to do with the geopolitics of China, obviously, being the basis of ByteDance, the owner of TikTok, that still is a significant owner, by the way, in TikTok in US. Then also the interest in the economics of making money out of something as powerful as TikTok, to be honest, in The US. Just to be clear, I don’t think this was all about the best interests of consumers. It was also about money. Just follow the money. Bertrand Schmitt There are for sure, some powerful interest at play. But let’s be clear. I think one is data, as you rightfully said, but the other one is algorithm. It’s not as if China is authorising any competitor on its territory. They have blocked access to most of the Internet platforms from the US, either finding new rules or just trade blocking them. So I don’t think it’s fair competition. You don’t want some of that data in China about the US or European consumer. Three, it’s about the algorithm. If suddenly, you are a foreign power, and you can as we know in China, you better follow what’s required of you from the Chinese Communist Party. You cannot take a chance with influencing other stuff like elections in other countries. It’s fair from the US perspective. One could even argue it’s fair from a Chinese perspective to want that. I think the only one in the middle who doesn’t really know what they want is Europe because on one side, they want to benefit from American platforms, on the other end, they want to have some controls. On the other end, they don’t create the environment for startups to flourish. So in that weird situation where they have to accept some control by the big US providers and either provider of underlying infrastructure or provider of consumer business facing services. Then they try to regulate them. But I think they are misunderstanding the power relationship, and I think some of this regulation would get some blowback, at least by the current administration. Just, I believe, this morning, there was some news around X being under a criminal investigation in France. This is not going to end well for the French startup and VC ecosystem. This is not going to end well for France and Europe when you depend so much from your American friends. Nuno Goncalves Pedro Regulation will be weaponised. Regulation constraints around exports, all of this will be weaponised geopolitically, and the bigger guys will normally win. I think that’s normally what we’ve seen. Just on TikTok just to… And you guys, if you’re listening to us, just see if you see a pattern here, but obviously, 19.9% still owned by ByteDance of the TikTok entity in the US. It was initially said that 80% of the TikTok entity is owned by non-Chinese investors. Initially, people were saying US investors, and then they changed it to non-Chinese because MGX, I think, has 15% of it. MGX is based in the UAE, connected obviously to Mubadala, the Abu Dhabi sovereign wealth fund. Silver Lake is in there, I think, with 15% as well. Oracle as well with 15%. Those three are the big bucket owners together, 45%. Silver Lake having collaborated with MGX before, and I’m sure a lot of connectivity there. Then you still see a pattern in this in terms of shareholders. If you don’t, then just Google it. Dell Family Office, Vastmir Strategic Investments, which is owned by billionaire Jeff Yass, Alpha Wave Partners, obviously involved with a bunch of things like SpaceX and Klarna, Virgoli, Revolution, which is Steve Case’s, a former founder of AOL, is also in there. Meritway, which is managed by partners, I think, of Dragonair. Vinova from General Atlantic, an affiliate of General Atlantic. Also, NJJ Capital, which I believe is Xavier Nil, the French billionaire that founded Iliad. Mostly American, I think, if the math is correct. 80% non-Chinese, which was what mattered, I think, in many cases. But do see if you saw a pattern in most of those investors. I won’t say anything more than that. Maybe moving to other topics, maybe just to finalise on regulation and geopolitics. In geopolitics, we should talk about wars if we predict anything. Not that we are nasty and one want to be negative, but what the hell is going on? Will we have ending to the wars we already have ongoing or not? But before that, the struggles on the App Stores, I think, will continue both for Apple and for Google Play Store. The writing’s on the wall, the EU keeps pushing it dramatically and Apple keeps just doing stuff. I’m on the board of an App Store company. Apple just creates all these things that basically make you not really… It doesn’t work. You can’t provision then an App Store on Apple devices. On iPhones, et cetera. We’ll see how that will continue going, but I feel the writing’s on the wall. Both Apple and Google will have to open up a bit more of their platforms. I’m not sure it will have a huge impact in the medium to long term, but definitely we need to see more openness in access to apps as given by the two big platform owners, Apple and Google, out there. Bertrand Schmitt Let’s be clear. Google is way more open than Apple. We both have Android devices. You can install alternative app stores. It’s a different ballgame by very far. Nuno Goncalves Pedro Google does other nasty stuff. It’s public. You can check which board I’m a part of. You can see what that company has done towards Google over time. But to your point, yes. It is true that Google has been more open than Apple, but Google has done their own things. Just to be very clear, so I’ll just leave that caveat bracketed there for people to think about it and maybe read a little bit about it as well. Bertrand Schmitt I can say that, me, from my perspective, that path of total control that Apple has been going through on all their devices, that includes macOS, pushed me to, over the past 2, 3 years, to completely live and abandon the Apple ecosystem. I just couldn’t accept that level of control, that golden handcuff approach of the Apple ecosystem, each their own obviously, they are golden, their handcuffs, but they are still handcuffs. Personally, that pushed me way more to Linux, Android, Windows, back to Windows after all these years. I just couldn’t stand it anymore. I want to pick my devices. I want to pick what I install on them, and I don’t want to be controlled like this by just one entity for all my tech devices. For me, at some point, it was just not acceptable anymore. It’s still very warm, very golden handcuffs, but for me, they were just handcuffs at this stage. Yes, what they are doing with the App Store is very typical of that mindset. I think it’s quite sad because I think it started with good intention in some ways. “We need a new computing paradigm, we need to make things smoother and safer,” but it has really become a way to control your clients. For me, it has reached a point where it’s just way too much. Nuno Goncalves Pedro There’s obviously the great power comes great responsibility that uncle Ben told Spider-Man or Peter Parker. But there’s also with great power comes shitload of money, and control. So it’s like, “Yeah. Should we open the server? Do we want to delay opening it up?” “Yeah.” Anyway, it is what it is. Maybe let’s end on the more difficult note of the episode, which is going to be around wars. What’s our prediction? Will we have an end to the Gaza situation with Israel? Will we have an end to Ukraine and, obviously, Russia? What will happen in Iran? Those are the three big, big conflicts right now. Then, obviously, if we want to add just bonus points, what’s going to happen to Greenland, and what’s going to happen to Taiwan, and what’s going to happen to Venezuela? Let’s throw the whole basket in there. We’ve never had like… Let’s talk about all these territories and all these countries. At some point in time, I’m saying this in a light manner, but it’s obviously more tragic than it should be light, and people are dying, and there’s a lot of implications of all of that that is happening right now. Do you have any predictions, Bertrand, for this year? Bertrand Schmitt No. It’s tough to predict on an individual basis. I think on a more bigger picture basis is on one side, obviously, the rise of China on one side. You have also the rise of other countries like India, while very indirectly connected to some of these conflicts are still part of the game, buying oil from Russia, for instance. At the same time, I think overall, the US is more clear about with the sheriff in town. I think it’s good because in some ways, you cannot pay for the goods, you cannot have such a massive advantage versus nearly every other country on earth and just not be clear about who is the boss in some ways. As a result, what are the rules of the game and how it should be played? The US is not alone, obviously, you have China, you have Russia, you have India, you have Europe. You have different other countries. But at some point, it’s not good when countries are not rational and are not clear. I think I prefer the current situation where things are more clear and where you have to assume responsibilities about what you are doing. It’s time to be rational again about how the world behave. Yes, the concept of power and balance of power. I think there has been that dream, maybe mostly coming from Europe, about the end of history. I think that’s simply not the case. It’s not the end of history. It’s still about the balance of power. It has always been about the balance of power. If you are dumb enough to think it was not about that anymore, I just have a bridge to nowhere to sell you. I don’t have specific prediction, but I think it’s clear there is a new sheriff in town. There is a new doctrine about the Western Hemisphere that has been in some ways resurrected on the [inaudible 00:51:35] train, and I think we’ll see more of it. I think at this point, the biggest question is for the Europeans. What do they want to do? Because right now, their position of being a dwarf militarily while being a pretty big giant economically, I don’t think it works. Nuno Goncalves Pedro I agreed on everything that you said. I do have predictions. I’ll stick a flag on the ground just with my predictions. Bertrand Schmitt Good luck. Nuno Goncalves Pedro They are mostly positive. I do think we’ll see an end or, for the most, end to the two big conflicts, the one in Gaza and the one in Ukraine. I think Ukraine will end up in readjustment of territory and splitting between Russia and the Ukraine, but the end of hostilities, I think that we will see an end to the conflict in Gaza also with a readjustment on what that will mean for the Palestinian territories and the Palestinians in general. That I’m not sure, but I feel that there will be an end to those two big conflicts. Iran, I have no clue. I will not put a stick on the ground that I have no clue. There are so many things that could go wrong there. I’ve been reading some really interesting thoughts about even some aggressive thoughts that this might be the time to really change regimes in Iran and for the US to have a bit more of an aggressive stance. I really don’t have a perspective. Obviously, there’s a lot at stake there. Then, if we talk about the other parts, Greenland, I will not opine too much on. Maybe we’re done for now. Maybe there’ll be some other concessions to the US that weren’t already there in the ’50s. Taiwan, I won’t bet either. I’m sad to say I think it might happen at some point in time, but I’m not sure when and what would drive it. Last but not the least, Venezuela is my only really negative prediction. I feel it will continue to be a significant dictatorship as it was before managed enough by other people with the difference now that it has a tax to be paid to the US in the form of oil of some sort, etcetera, and maybe gas, maybe other things as well that it didn’t have before. That’s probably my most negative prediction for the coming year on the geopolitical side. Bertrand Schmitt Without going into detail, I would mostly agree with what you shared. At least that makes sense. But as we know, it’s not always what makes sense, but what might happen. I can tell you 100% I would not have guessed this operation against Maduro. This was so well done, well executed, and shocking at the same time that it’s… I think it shows that it’s hard to guess some of this stuff because there are certainly some new ways to wage limited war, for instance. So it’s certainly interesting, and we certainly need to get used to pretty bombastic statements. But for Venezuela, I don’t think it can be worse than what it was before. I’m probably more optimistic that gradually it can get better. Nuno Goncalves Pedro Just to put perspective on why we’re not making predictions on some of these elements, I think this is a funny story, but I was in Madeira. Actually, first time I was in Madeira, although I’m originally from Portugal. I’ve never been to the islands. Obviously, as you guys know, or some of you might know, there’s a lot of connection between Madeira and Venezuela. There’s a lot of immigration from Madeira Islands to Venezuela. One of my Uber or Bolt drivers there in Madeira was Venezuelan. Was born in Venezuela, but Portuguese descent, et cetera. He was telling me this was still last year. Late last year. Because I told him I lived in US, et cetera, and he was like, “Oh, hopefully, Trump will get Maduro out of there.” In my mind, I was like, “Dude.” No disrespect to the gentleman, but it’s like, “Okay. Mike, your perspective on geopolitics is maybe a little bit exaggerated.” And a couple of days later, we know what happened. When geopolitical decisions are better predicted by some probably very astute Uber drivers, you’re like, “Maybe I shouldn’t make a bet. I have no clue what’s going to happen, no clue what’s going to happen in Greenland, et cetera.” Anyway, a couple of predictions on that element. Bertrand Schmitt That’s why it’s so right. You have to be careful with the prediction, but it doesn’t remove the fact that I think nations and companies that have to play a global game have to understand in some ways what is the game, what are the powers in place, what could happen potentially, but also be realistic. Not be about wish and dreams, but more about, what’s the power relationship? Who has the money? Who has the means? Who has the capacity to do this or that? Because if you start that way, at least the scope of what’s possible, what’s reasonable is more and more clear more quickly. Some stuff like happened with Maduro, I would never have predicted, but for sure, if there’s one country that can do this sort of stuff, it’s the US. I’m not sure anyone has a technology and the means in terms of support infrastructure to do something like this. It’s tough to predict what will happen a year from now for any specific country, but I think that even trying to get a better understanding about the forces in play and their capacity and understanding and accepting that at some point, it’s all about real politic and relationship of power, the more your eyes would be wide open about what’s possible versus simple, wishful thinking. Nuno Goncalves Pedro Fintech, Crypto and Frontier Tech Moving maybe to our last section around fintech, crypto, and frontier tech. For me, just two very quick predictions, views of the world. I think on the frontier tech side, I won’t make a prediction. I will just tell you all to go and listen to our episodes, the one on infrastructure, which is immediately prior to this one, and the episodes that we’ve had around a couple of other topics including AI, what’s the future of your children, because I think they illustrate a lot of the points that we’re seeing and manifesting themselves over the next year and over the next 2 or 3 years as well beyond that. I feel those tomes are complete in and out of themselves, so you can just go and listen to them. Then my second comment is on crypto. I feel crypto has become of the essence, particularly under the current administration in the US, very favored. Obviously, we are now in a world where crypto is just part of the economic system, and I think we’ll see more and more of that emerging, and in some ways, crypto is becoming mainstream. Question is what blockchains will be the blockchains of the future? Obviously, there’s a bunch of bets put out there. We, ourselves, as Chamaeleon, have one investment in one of the significant bets in the space. But besides that, who’s going to win or not, we feel that we’re past the crypto winter. It’s now mainstream days, and we’ll see a lot more activity in there. Bertrand Schmitt I must say with crypto, I’m a bit confused. As you say, we are past the crypto winter. There is much less uncertainty in regul
Elon Musk is betting big on artificial intelligence. But is this a visionary leap forward, or a high-stakes gamble? His latest move is to merge SpaceX with his A.I. lab xAI, consolidating his companies' finances and laying the groundwork for something even more ambitious: satellite data centres designed to push A.I. development into space.Zoë Grünewald is joined by The Economist's US technology editor Henry Tricks to unpack Musk's moves, what it means for the world's richest man, and whether this enormous bet on A.I. could end up putting his empire on the line. www.patreon.com/bunkercast Written and presented by Zoë Grünewald. Producer: Liam Tait and Sophie Clark. Audio production: Robin Leeburn. Music by Kenny Dickinson. Artwork by James Parrett. Managing Editor: Jacob Jarvis. Group Editor: Andrew Harrison. THE BUNKER is a Podmasters Production. www.podmasters.co.uk Learn more about your ad choices. Visit podcastchoices.com/adchoices
The price of oil surges yet again while U.S. and world markets tank. That's where we'll start this evening. This is the Business News Headlines for Thursday the 5th day of March, thanks for listening. In other news, a judge has said the Trump Administration must refund tariff money it illegally took from businesses. In yet another new tariff related story a number of states now have sued and we'll share that bit of information. The FBI has announced that it is investigating some suspicious activity. Elon Musk was back in court…think…Twitter. Financial sector layoffs continue this time it is Morgan Stanley. We've got new news about mortgage rates. We will check the numbers in The Wall Street Report and what's cooking with…Rachael Ray? We will share. Let's go. Thanks for listening! The award winning Insight on Business the News Hour with Michael Libbie is the only weekday business news podcast in the Midwest. The national, regional and some local business news along with long-form business interviews can be heard Monday - Friday. You can subscribe on PlayerFM, Podbean, iTunes, Spotify, Stitcher or TuneIn Radio. And you can catch The Business News Hour Week in Review each Sunday Noon Central on News/Talk 1540 KXEL. The Business News Hour is a production of Insight Advertising, Marketing & Communications. You can follow us on Twitter @IoB_NewsHour...and on Threads @Insight_On_Business.
Tonight we tell you about a man killed by a cow while urinating, Scurvy is back, some Gorillas are missing and What The F**k California (new segment). Plus Weird News!
Artemis 2-5 has a new gameplan. Scientists may have a new way to provide oxygen to lunar and Mars missions. Martian soil may have a self defense against microbes from Earth. Become a supporter of this podcast: https://www.spreaker.com/podcast/made-of-stars--4746260/support.
Everyone's got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Financial hot takes can be entertaining, motivating, and occasionally… unhinged. Today, Sean explains that the key is knowing which advice fits your life and circumstances and ignoring the irrelevant stuff. Here's what we discuss in this episode:
The U.S. and Israel announce plans to dominate Iranian airspace, key primaries shake up Senate and congressional races, and Elon Musk's X makes a move to police AI-generated fake news. Get the facts first with Evening Wire. - - - Ep. 2664 - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 - - - Today's Sponsor: Lean - Get 20% off when you enter code WIRE at https://TakeLean.com - - - Privacy Policy: https://www.dailywire.com/privacy morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices
-- On the Show -- James Talarico wins the Texas Democratic Senate primary and will face the winner of the upcoming Republican runoff between John Cornyn and Ken Paxton in the general election -- Democrats flip seats in Arkansas, Texas, and Louisiana amid collapsing approval numbers for Donald Trump, signaling early signs of a potential 2026 midterm wave -- Donald Trump stumbles through comments about succession in Iran and makes erratic claims about Spain during tense public appearances -- Donald Trump acknowledges that escalating conflict with Iran could raise oil and consumer prices despite campaigning on lowering the cost of living -- Donald Trump and Marco Rubio give conflicting explanations about evacuation planning after strikes on Iran, raising questions about whether Americans were protected before military action -- Republican Senator Thom Tillis publicly rebukes Kristi Noem over her book remarks and challenges her responses about immigration enforcement -- Marco Rubio defends Donald Trump's strike on Iran with shifting explanations and denies prior statements as reporters confront him with contradictory video evidence -- Donald Trump posts on Truth Social blaming Barack Obama and Joe Biden for Iran policy while his administration scrambles to evacuate thousands of Americans after launching military strikes -- On the Bonus Show: Minnesota launches investigations into ICE officers, SCOTUS considers a law barring marijuana smokers from owning guns, Elon says Tesla robotaxis are coming to California despite doing nothing to get permits, and much more...
Phillip and Brian get deep on a week when everything felt a little unhinged: Shopify's AI sidekick started building custom apps, Iran allegedly took out AWS data centers mid-Claude-outage, and the McDonald's CEO went mega-viral just days after Phillip prophesied it. Underneath the chaos, a throughline emerges: the things we've used to measure value (view counts, credit card rewards, third-party apps, and AI contracts) are quietly expiring. Culture is first. Then comes commerce. This SKU Is Delicious Key takeaways: Shopify Sidekick can now build one-off apps on demand, raising real questions about the future of third-party SaaS. AI geopolitics is here: data centers are now strategic infrastructure, and the "human in the loop" question has military stakes. Meta's move to invoicing ends years of free credit card rewards for brands running paid social, — and that party's been winding down anyway. MrBeast's long-form view counts are down 50% YoY, even with heavy paid promotion; the algorithm has shifted to interest-based, not subscriber-based. Media buyers optimizing for CPMs are chasing non-real traffic. — Rrecovering a sense of propriety is the only way back. In-Show Mentions: How MrBeast Dominated 2025 Using Advertising Phillip's Big Arch burger virality prediction Get on the list for the Future Commerce x Shoptalk After Party Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
JB White delivers a fiery and unapologetic response to what he sees as dangerous confusion within his own media circle. After reacting to commentary from fellow hosts, JB makes it crystal clear: this is not a game, and this is not a theoretical debate. In his view, America is at war — economically, strategically, and geopolitically — and President Trump's actions must be understood through that lens. He dismantles the idea of a U.S. alliance with Russia or China, calling it a failure of discernment and a surrender to adversarial propaganda. JB argues that currency warfare, energy strategy, and dollar liquidity manipulation are deliberate tools of American power. He highlights Treasury Secretary Scott Bessent's remarks on weaponizing the dollar, the strategic role of stablecoins, and the broader financial chessboard shaping Iran and China. He also frames Elon Musk's acquisition of Twitter as a calculated move against centralized narrative control, tying it into a larger war over sovereignty and information. This episode is intense, direct, and rooted in one message: align with strength, reject confusion, and understand the battlefield we are actually on.
On today's disturbingly dirty episode of Quick Charge, Elon Musk is undoing nearly two decades of decarbonization by pumping out massive amounts of pollution to keep his xAI and Grok slop-machines rolling – and hurting some of America's most vulnerable communities at the same time. Tesla's troubles with pollution and carbon don't end there, either – two of company's biggest buyers of carbon credits are taking their business elsewhere, and the damage to Tesla's bottom line could be in the billions. Plus: it's a record month for Hyundai IONIQ 5 sales, electric semi trucks really do save fleets money, and some cool pictures of Volvo heavy equipment assets getting topped off at the Circle K! And, before you ask: NO! The irony is not lost on me ... but I didn't waste any water making the image, I just copy/pasted it in (he said, defensively). Source Links Tesla loses Toyota and Stellantis from its EU CO2 pool, taking billions with them Elon Musk's xAI is undoing Tesla's climate work all in the name of AI slop Hyundai bucks the trend as IONIQ 5 EV sales surge 33% in record-setting February Real-world test: electric semi trucks can save fleets nearly $160,000 per truck Where do you charge your wheel loader? Try the Circle K! Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them. Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
How Jeffrey Epstein Shaped the Modern Internet: From 4chan to Facebook Support my independent journalism:
Ask Rachel anythingThere's been a dramatic increase in reports of grooming, sextortion and AI generated child sexual abuse material in recent years, and most parents believe politicans and technology companies aren't doing enough to protect kids.The UK government recently announced that makers of AI chatbots that put children at risk will face massive fines or even see their services blocked in the UK under law changes.And the French offices of Elon Musk's X were recently raided by the Paris prosecutor's cyber-crime unit, as part of an investigation into suspected offences including complicity in the possession of child sexual abuse material (CSAM). Four in five EU citizens support requiring online service providers to detect, report and remove child sexual abuse material, but while governments and technology companies wrangle over a fast-developing issue, we parents need accurate information and support on how best to keep our kids safe if they are online. The Internet Watch Foundation has been around for 30 years and works alongside the UK charity Childline to protect children who have been affected, by offering emotional support and a means of tagging and removing images that predators use to extort and make money online.THE BEST PROTECTION:Keep devices out of bedrooms and bathrooms.Read my devices guide, with links to all of the relevant episodes, hereTop tips from this episodeKEY RESOURCES:TALK resource Report Remove tool Create a Family AgreementUK Safer Internet Centre website - https://saferinternet.org.uk/Internet Matters website https://www.internetmatters.org/Support the showPlease hit the follow button if you like the podcast, and share it with anyone who might benefit. You can review us on Apple podcasts by going to the show page, scrolling down to the bottom where you can click on a star then you can leave your message. Please don't hesitate to seek the advice of a specialist if you're not coping. There's no shame in reaching out for support. When you look after yourself your entire family benefits. My email is teenagersuntangled@gmail.com My website has a blog, searchable episodes, and ways to contact me:www.teenagersuntangled.com Find me on Substack: https://teenagersuntangled.substack.com/Instagram: https://www.instagram.com/teenagersuntangled/Facebook: https://m.facebook.com/teenagersuntangled/You can reach Susie at www.amindful-life.co.uk
Elon Musk says that empathy is going to ruin us. Fish Stark of the American Humanist Association not only disagrees, but the AHA is prepping a historic day of empathy...and you can potentially be a part of it. https://www.americanempathyproject.org/Become a supporter of this podcast: https://www.spreaker.com/podcast/thethinkingatheist--3270347/support.
Donald's War in Iran. This is entirely because Donald hates Barack Obama and so he tore up the JCPOA. The Pentagon told Congress there was no imminent threat from Iran. The bombing of a girls' school in Minab and the Elon Musk fueled disinformation campaign about it. Marines shot protesters in Pakistan. Oil prices are predictability rising as the Dow falls. Tiny Trump on why Americans weren't evacuated. You were warned: MAGA fanboys who are pissed about the war in Iran. Donald's neck looks painful and we're here for it. Hillary's deposition in the House Oversight Committee. With Jody Hamilton, David Ferguson, music by Richard Turgeon, The Husht, and more! Brought to you by Russ Rybicki, SharePower Responsible Investing. Support our new sponsor and get free shipping at Quince.com/bob ! Sign up for Buzz Burbank's Substack.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Joe Lonsdale shares what Elon Musk and Peter Thiel were really like at PayPal, how getting rejected by every top VC fueled Palantir's founding, and how the CIA became an unlikely early investor.
Vinnie still can't believe Bob would ditch Susan at the airport. Jim Carrey's publicist is saying it was Jim Carrey. There was some fake celebrity news yesterday that Sarah is clearing up. Snoop Dogg and Elon Musk are the same age… that's weird. Ashley Madison is rebranding… but not really. Vinnie says it's the year of the crack! Are dress codes still a thing?
Hour 1: Vinnie still can't believe Bob would ditch Susan at the airport. Jim Carrey's publicist is saying it was Jim Carrey. There was some fake celebrity news yesterday that Sarah is clearing up. Snoop Dogg and Elon Musk are the same age… that's weird. Ashley Madison is rebranding… but not really. Vinnie says it's the year of the crack! Are dress codes still a thing? Hour 2: Taylor Sheridan, the King of country TV, is writing an unusual book. Paramount Skydance has outbid Netflix to purchase Warner Brothers Discovery. What does this mean for our apps and subscriptions? How often should we be changing our underwear? We would rather be late for work than not have our coffee… duh! (50:40) Hour 3: Bob finally tracked down that song. Harry Styles is coming to Netflix! Kristen Bell is setting the record straight about how much she's being paid for Frozen. ‘Deadliest Catch' is appropriately named. An unfortunate update on Savannah Guthrie. Justin Timberlake is suing to stop the release of bodycam footage of his 2024 DUI arrest. Now we need to see what's on that tape! Vinnie is giving you can excuse to eat pancakes today. A total lunar eclipse happened this morning, and Sarah is the only person to see it. What would you ask God? (1:31:15) Hour 4: Harry Styles' album drops this Friday, and Sarah and Vinnie aren't convinced it will be any good. Metallica is heading to the Sphere. Can you believe it's been 10 years since Prince passed away? We all care about our health - and the apps that help us track it! At what point do the stress of these apps outweigh the positives? Quicksand! The childhood fear we all thought was a myth shows itself. (2:15:03)
On the show Long Strange Trip, Sequoia Capital partner Brian Halligan speaks with a16z's Ben Horowitz about what separates great founder CEOs from everyone else. Ben explains why first-time founders lose confidence, defer too much to senior hires, and let decision debt paralyze their companies. They discuss where founder mode works and where people are taking it too far, why the VP of Sales is the hire founders mess up more than any other, and why Andy Grove's "constructive confrontation" matters more than most CEOs realize. Ben also shares what he's learned working with Zuckerberg, what Jensen Huang and Elon Musk actually have in common, and why culture is defined by behavior, not values. Resources: Follow Brian Halligan on X: https://twitter.com/bhalligan Follow Ben Horowitz on X: https://twitter.com/bhorowitz Listen to more from Long Strange Trip: https://www.youtube.com/playlist?list=PLOhHNjZItNnNu8wknSuVtcSJRs7Q4xqOE Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show 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.
It's EV News Briefly for Monday 02 March 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyBMW USA SHOP LEAK POINTS TO 2027 LINEUPA leak on BMW USA's online shop revealed two fully electric i3 sedan variants — the i3 40 xDrive and i3 50 xDrive — confirmed for the US in 2027, sharing the Neue Klasse platform with the iX3 and featuring Gen6 batteries, 800-volt hardware, and an iDrive X interior. The 2027 lineup also adds a first-ever iX4 coupe-SUV in two variants, an iX3 in three configurations launching in North America this summer, an electric iX5, and an i3 M60 alongside a full electric M3 positioned as the spiritual successor to today's M3 Competition.TESLA BERLIN RUNS HALF FULL AS UNION ROW SIMMERSTesla's Gigafactory Berlin produced 211,235 vehicles in 2024 against a stated annual capacity of 375,000 — a 56% utilisation rate — and output has since declined further, with the factory now reportedly running at around 40% capacity and BYD outselling Tesla in Europe in January 2026. Labour tensions are deepening ahead of works council elections, with IG Metall pursuing collective wage agreements similar to those at Volkswagen and BMW, while Tesla filed a criminal complaint against a union member and Elon Musk warned that "outside organisations" could hinder the site's ambition to become Europe's largest factory complex.T&E: LOCAL BATTERIES COULD CUT COST GAPA Transport & Environment report argues the EU can shrink the cost gap between domestically made and Chinese batteries from 90% to around 30% through scaled-up local production, with higher automation and lower scrap rates potentially cutting the gap to $14 per kWh by 2030 — equivalent to roughly €500 on an average EV. The findings align with the EU's forthcoming Industrial Accelerator Act, which targets ~70% local content thresholds for publicly supported EVs, though some carmakers warn this risks making batteries prohibitively expensive while T&E's Julia Poliscanova calls it "a sovereignty premium worth paying," particularly given China's export restrictions on critical minerals.TRIBUNAL BACKS 5% VAT ON SOME PUBLIC CHARGINGA UK tax tribunal has ruled against HMRC in a case brought by community charging operator Charge My Street, finding that a de-minimis clause in the VAT Act 1994 — capping "domestic" supplies at 1,000 kWh per month per customer — can qualify most neighbourhood charge points for the 5% reduced VAT rate rather than the 20% rate currently applied to public charging. The ruling is significant for drivers without off-street parking, though it also raises commercial complications, as many charge point operators have multi-year contracts priced on 20% VAT, and it opens the door to networks gaming the threshold by splitting sites or charger banks into separate "premises".ŠKODA OPENS €205M CTP BATTERY PLANT IN CZECHIAŠkoda has opened a €205 million (~$216M), 55,000 m² battery production facility at Mladá Boleslav, making it the Volkswagen Group's largest BEV battery system site and the first VW Group plant in Europe to manufacture cell-to-pack (CTP) systems at scale. The line produces over 1,100 battery systems per day — targeting up to 335,000 annually — and Škoda's switch to LFP cells has cut battery production costs by 30% compared to its previous MEB systems.MG CLOSES IN ON EUROPEAN FACTORY PLANMG has narrowed its European factory search to five countries, aiming to begin production by 2027 to circumvent the EU's 45% tariff on Chinese-built BEVs — a levy that caused MG's European BEV sales to fall 33% to 48,479 units last year, even as overall European sales rose 26% to 307,282 units in 2025. MG Europe head William Wang declared "it's time to build local," positioning the brand as a European marque rather than a Chinese import, as rivals BYD, Chery, and Leapmotor also race to establish European manufacturing footholds.CITROËN UPDATES C5 AIRCROSS PHEV FOR EURO 7Citroën has refreshed the C5 Aircross plug-in hybrid with a new 21.5 kWh battery (17.8 kWh usable), delivering up to 96 km (60 miles) of WLTP combined electric range — a 33% improvement over the outgoing model and ahead of rivals like the Peugeot 3008 Hybrid4 (69 km) and Ford Kuga PHEV (64 km). Priced in the €40–50k range, Citroën positions the updated C5 Aircross as one of the most tax-efficient family SUVs in the mainstream segment across EU markets while still targeting Euro 7 compliance.CANADIAN TRIAL PEGS ELECTRIC SEMI SAVINGS AT $157,126A real-world Canadian trial by FPInnovations' PIT Group and Transport Canada tracked two commercial fleets over 12 months and more than 200,000 km of Montreal-area operations, projecting savings of $157,126 per truck over six years — described as the most comprehensive dataset of its kind outside controlled demonstrations. The study compared the Freightliner eCascadia (BEV) directly against the diesel Cascadia and found that despite the electric truck's higher purchase price, higher-than-expected maintenance costs, and lower residual value, a six-year saving still emerged and may prove conservative.DENZA D9 ELECTRIC MPV ARRIVES IN AUSTRALIADenza has launched the D9 electric MPV in Australia from A$85,990, powered by a 103.3 kWh Blade Battery with 200 kW DC fast charging, 11 kW AC charging, and V2L capability across both variants, all built on BYD's e-Platform 3.0 with a cell-to-body battery structure. The seven-seat, three-row cabin targets the premium end of the people-mover segment with nappa leather, open-pore white ash wood trim, a 14-speaker Dynaudio sound system, adaptive suspension, and second-row captain's chairs offering over 900 mm of legroom, massage, and individual screens.CHINESE CAR BRANDS SPLIT US BUYERSA Cox Automotive survey of 802 prospective US car buyers found the country almost evenly divided — 38% would consider Chinese brands if available, 39% would not — with Gen Z showing notably higher openness at 69%. Chinese brands remain locked out of the US market by high tariffs and software regulations, but cost pressure is a key driver of interest, with 68% of open buyers expecting lower prices against an average new car price of $50,000, while BYD has already surpassed Tesla in European EV sales.
The US government asked Anthropic — the company behind Claude, one of the most capable AI coding systems on the market — to help build autonomous weapons and a mass surveillance infrastructure. Anthropic said no. That refusal, which happened the same week the US launched strikes on Iran, is either the most principled corporate decision in recent AI history or the beginning of a very ugly fight over who controls the most powerful tools ever built. Jeremy and Jason break down what the government actually asked for, why Anthropic refused, what Open AI and Elon Musk did instead, and what it means for all of us when the people writing the guardrails are the same people being pressured to remove them.Topics Discussed:Why autonomous AI weapons systems default to nuclear launch in virtually every war game simulationWhat Anthropic's Claude can actually do — and why the US government wants it so badlyHow AI turns existing NSA surveillance infrastructure into something exponentially more dangerousWhy Open AI and Elon Musk said yes to the same deal Anthropic refusedWhy the people most confident they're using AI as a tool might be the ones AI ends up usingChapters0:00 — When AI Meets War: What We're Actually Talking About1:15 — What Claude Can Really Do (And Why the Government Wants It)4:18 — The Autonomous Cyber Weapon Problem5:28 — Why Anthropic Said No to the Money6:26 — Mass Surveillance, AI, and What's Already Running9:45 — When War Games Go Nuclear: The 95% Problem13:01 — AGI Is Already Here. We Just Didn't Call It That.17:33 — Why Anthropic's Refusal Might Be Their Smartest Business Move22:06 — Who's Actually Using WhomMORE FROM BROBOTS:Get the Newsletter!
Send a textWelcome to another unfiltered episode of the Days Grimm with your hosts Brian Michael Day and Thomas Grimm. In this session, the crew dives into a series of bizarre current events, starting with the viral internet sensation MJ Metal, whose peculiar habit of mixing Pepsi and hot sauce has garnered millions of views despite the questionable "meth den" aesthetics of his videos. We transition from internet oddities to the frontiers of space. The team breaks down NASA's upcoming Artemis 2 mission, questioning why the agency is utilizing rocket designs that feel like a throwback to the 2010s. We compare the Space Launch System (SLS) against Elon Musk's Starship, debating which truly holds the title of the most powerful rocket ever created by man. The conversation takes a darker turn as we examine the recent release of over three million pages of Department of Justice documents regarding Ephre Jepstein. We explore the disturbing revelation of a Pokemon Go "Stop" located on Little St. James island and the strange timing of the game's launch relative to Jepstein's own suggestions. Finally, we look into the current status of Gislaine Maxwell following her transfer to FPC Bryan in Texas. From reports of customized meals and service puppies to unsupervised laptop access, we discuss the controversy surrounding her "minimum security" lifestyle and the tension it has caused among other inmates. We also touch on the viral body cam footage from a 2024 Iowa University fraternity hazing investigation that has recently resurfaced in the news. If you found these deep dives into current events interesting, make sure to hit the subscribe button and click the bell icon for notifications. Leave a comment below with your thoughts on the Maxwell prison controversy or the Artemis mission. Share this video with a friend who loves tech and conspiracy talk!TIMELINE:00:00 - Introduction and "The Days Grimm" Opening01:17 - Ramadan and Lent overlap discussion01:46 - Reacting to MJ Metal: Pepsi and Hot Sauce05:39 - The comeback of Jousting and Armored MMA10:00 - NASA Artemis 2 and the SLS Rocket power debate14:41 - Iowa University fraternity hazing body cam footage17:36 - Pokemon Go and the Ephre Jepstein Island files20:28 - Gislaine Maxwell's "Club Fed" lifestyle at FPC Bryan25:40 - Reviewing FPC Bryan inmate statistics and offenses28:11 - Episode wrap-up and final thoughts[The Days Grimm Podcast Links]- YouTube: https://www.youtube.com/c/TheDaysGrimm- Our link tree: linktr.ee/Thedaysgrimm- GoFundMe account for The Days Grimm: https://gofund.me/02527e7c [The Days Grimm is brought to you by]Sadness & ADHD (non-medicated)
Our 235th episode with a summary and discussion of last week's big AI news!Recorded on 02/27/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Model and tool updates highlight Anthropic's Sonnet 4.6 (1M context; strong ARC-AGI-2 results), Google's Gemini 3.1 Pro (major ARC-AGI-2 jump and multimodal demos), xAI's Grok 4.2 beta (multi-agent debate), plus Anthropic's Claude Code “Remote Control” and Perplexity's multi-agent “Computer” coordinator.Compute and business moves include Meta's reported up-to-$100B AMD chip deal with warrant/equity incentives, MatX raising $500M to build specialized transformer chips shipping in 2027, World Labs raising $1B for world-model/3D environment tech, and a new startup raising $100M to simulate/predict human behavior.Infrastructure and geopolitics cover Stargate data-center delays amid OpenAI/Oracle/SoftBank control disputes and cash concerns, and China's plan to scale 7nm/5nm wafer output despite yield and tooling constraints.Research and safety/policy discuss optimizer gains from masked updates, “deep thinking tokens” as a reasoning-effort signal, LLM attractor-state behaviors in bot-to-bot chats, mechanistic interpretability of counting/line-wrapping, methods to map task difficulty to human time horizons, plus Anthropic–Pentagon contract tensions, Anthropic's report on distillation attacks (DeepSeek/Moonshot/Minimax), and OpenAI's report on disrupting malicious use.A thank you to our current sponsors:Box - visit Box.com/AI to learn moreODSC AI - go to odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.Factor - head to factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a yearTimestamps:(00:00:10) Intro / Banter(00:01:52) News PreviewTools & Apps(00:03:20) Anthropic releases Sonnet 4.6 | TechCrunch(00:11:24) Google Rolls Out Latest AI Model, Gemini 3.1 Pro - CNET(00:14:54) Elon Musk says Grok 4.20 public beta is now available: Capabilities of AI chatbot offered by xAI - The Times of India(00:18:06) Anthropic just released a mobile version of Claude Code called Remote Control | VentureBeat(00:21:01) Perplexity announces "Computer," an AI agent that assigns work to other AI agents - Ars TechnicaApplications & Business(00:23:40) Meta strikes up to $100B AMD chip deal as it chases 'personal superintelligence' | TechCrunch(00:27:05) Nvidia challenger AI chip startup MatX raised $500M | TechCrunch(00:31:00) World Labs lands $1B, with $200M from Autodesk, to bring world models into 3D workflows | TechCrunch(00:33:07) Simile Raises $100 Million for AI Aiming to Predict Human Behavior(00:33:52) Stargate AI data centers for OpenAI reportedly delayed by squabbles between partners — sources say OpenAI, Oracle, and SoftBank disagreed on who would have ultimate control of the planned data centers(00:36:43) China to increase leading-edge chip output by 5x in two years, report claims — aims to lift 7nm and 5nm production to 100,000 wafers per month, targeting half a million monthly by 2030Research & Advancements(00:40:33) On Surprising Effectiveness of Masking Updates in Adaptive Optimizers(00:48:03) Think Deep, Not Just Long: Measuring LLM Reasoning Effort via Deep-Thinking Tokens(00:54:52) models have some pretty funny attractor states(01:01:41) When Models Manipulate Manifolds: The Geometry of a Counting Task(01:05:16) BRIDGE: Predicting Human Task Completion Time From Model Performance(01:12:00) NESSiE: The Necessary Safety Benchmark -- Identifying Errors that should not Exist(01:13:15) The least understood driver of AI progress(01:21:45) The Persona Selection Model: Why AI Assistants might Behave like HumansPolicy & Safety(01:25:04) Anthropic CEO Amodei says Pentagon's threats 'do not change our position' on AI(01:33:04) Musk's xAI, Pentagon reach deal to use Grok in classified systems(01:34:17) Detecting and preventing distillation attacks(01:38:36) OpenAI details expanding efforts to disrupt malicious use of AI in new report - SiliconANGLESee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Personal Brain Trainer Podcast: Embodying Executive Functions
In this episode of the Executive Function Braintrainer Podcast, hosts Darius Namdaran and Dr Erica Warren explore the relationship between AI and executive functioning, arguing that as AI becomes more capable, human value will increasingly center on agency and executive skills, setting goals, choosing missions, and directing resources like a conductor leading an orchestra. Darius shares how his tool ivvi (IVVI.app) uses AI to turn meeting audio into live, interactive mind maps for visual thinkers, and the hosts discuss why explicit instruction in executive function skills is becoming essential for students and workers. They examine practical classroom use of AI through a case example of a student who resists AI but benefits from using NotebookLM to study more efficiently by compiling answers from slides, generating podcasts, mind maps, flashcards, and practice tests, while still learning content. The conversation also considers how future AI agents could support complex real-world tasks, such as parents advocating for children with dyslexia, by tracking education plans, drafting communications, tutoring homework, and supporting routines, and emphasizes that benevolent outcomes depend on how people choose to use these tools. The episode closes with a call for cognitive flexibility and “fatalistic optimism,” framing AI's growth as inevitable and encouraging listeners to build executive function to navigate and shape what comes next.Links:Optimus: https://www.tesla.com/en_eu/AIAI Agents: https://cloud.google.com/discover/what-are-ai-agents Elon Musk on AGI Timeline, US vs China, Job Markets, Clean Energy & Humanoid Robots | 220: https://youtu.be/RSNuB9pj9P8Executive Functioning Coaching Course: https://www.learningspecialistcourses.com/courses/teaching-EF-and-study-strategiesExecutive Functioning Resources: https://goodsensorylearning.com/collections/executive-functioning-skills-trainingExecutive Functioning Assessments: https://goodsensorylearning.com/search?type=product&q=EFCAInner Voice: https://goodsensorylearning.com/blogs/news/inner-voice-appEF Student Coaching with Erica: https://learningtolearn.biz/EF Adult Coaching with Erica: https://dropintoyourbestself.com/coachingBrought to you by:https://ivvi.apphttps://goodsensorylearning.comhttps://learningspecialistcourses.comhttps://goodsensorylearning.com/products/executive-functioning-coaching-assessment
Get your head out of the gutter and watch Mondays With Macron instead! This week we spent a lot of time inviting ourselves into meetings where we were differently welcomed. We also had a very nice conversation with our new favourite insane Elon Musk fan. This week Ron has a very difficult conversation with a man who simply wanted too much money for his old phone and didn't understand how advertising worked, one man is very upset and teary about his missing flowers, and even less impressed with our patented AI hold music and one man has a lot to say about the new seating policy of his airline, and a whole lot more too. Don't miss this episode! Thank you to all the people that listened live on YouTube and everyone checking out our podcast. I love you very much and keep it locked to macronshow.com where Ron will be doing more supporter's shows!
On today's episode, we discuss how local Texas races, including the Jasmine Crockett–Ken Paxton dynamic, tie into broader voter awareness and “lawfare” against high-profile conservatives. The hosts then turn to Elon Musk's criticism of rural healthcare, unpacking his claim that relatively inexpensive AI and robots could outperform many doctors outside major medical hubs. They explore whether Musk's Optimus robots and factory automation signal his intent to dominate future high-skill labor markets by owning the machines rather than selling them. The conversation circles back to Operation Epic Fury and the situation in Iran, questioning narratives that downplay the Ayatollah's power and highlighting his control over politics, religion, and diplomacy. Along the way, they examine how hard it is to separate truth from spin on X, discuss new tools like Grok for verifying viral videos, and reflect on what all this means for American influence and information consumption. Don't miss it!
North Carolina's hot start on the season includes two series sweeps, midweek success and a tie in the rubber match of the annual East Carolina series. Last weekend's demolition of Le Moyne College provided an opportunity for head coach Scott Forbes to see all of his available position players in action and at the plate and his pitching rotation a chance to hone their craft ahead of the start to the ACC slate. Forbes spoke to Inside Carolina's Tommy Ashley on their weekly show about the progress of his team, how he grades his team's performances regardless of the level of competition and how pitching prospects develop in his program. Forbes and Ashley also discuss things off the field from physical health of players and the individual player responsibilities to that end at the collegiate level as well as the mental health side of being a college athlete. Finally, Forbes details the preparation his players get ahead of a game and the level of knowledge technology and metrics bring to the scouting process. **Call to Action:** **Subscribe:** Follow 'Inside Carolina' wherever you get your podcasts to never miss an episode! **Review:** Leave us a 5-star review on Apple Podcasts or Spotify to help us reach more Tar Heel fans! **Visit:** Explore http://www.InsideCarolina.com for breaking news, recruiting updates, and expert commentary on all things UNC sports. This show is brought to you by Inside Carolina, the No. 1 site for UNC sports coverage and community. Visit http://www.InsideCarolina.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SpaceX is preparing for potentially the largest IPO ever. What should they do with their Bitcoin? Elon Musk's SpaceX is preparing for a confidential IPO filing as soon as March, targeting a record-breaking $1.75 trillion valuation. The S-1 filing will reveal 8,285 BTC on the balance sheet. With prices down, the rocket company is sitting on hundreds of millions in paper losses. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at nexo.com/coindesk. - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
War spirals in the Middle East, as U.S. forces are attacked. Top lawmakers to be briefed on war with Iran, today. A suspect has been identified in a mass shooting in Austin, Texas. A trial begins today over Elon Musk's acquisition of Twitter. Plus, and eight-year-old is collecting 300 boxes of cereal for kids in need. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today on Chicks on the Right, we sit down with Zach Abraham of Bulwark Capital Management to break down a major shift among 25–39 year olds: investing over home buying. With new data from JP Morgan showing young Americans pouring money into the stock market instead of real estate, we ask the big questions: Is […]
Colin's experience in Puerto Vallarta, Jalisco while the cartel was terrorizing the town :: The US gov is a cartel :: Resisting fear during terrorist situation :: NH tranny shoots at a border patrol agent, misses :: Cop kills a girl in a fitting room while she was trying on quinceanera dresses :: Tom says you should never shoot a cop and miss :: Study says AI can not become a danger and that activists are "wrong" :: Dave Ridley's new "TV" show online at ridleyreport.com "Legends of the Free State" :: All of Colin's knowledge of explosions and myths about propane tanks exploding :: Trump started this Iran war himself without congress :: The new food pyramid is still trash :: Elon Musk begged to go to The Island it was cringe and embarrassing :: Have we empowered nerds too much? :: Bill Clinton says he did nothing, saw nothing :: What is esoteric green language? :: Who is a bigger problem for us little people? "Elites" or local cops? :: Couple fined for their car thief not wearing a seatbelt :: Man's land in Wisconsin getting stolen for Trump's new data center to empower AI :: 2026-02-28 Hosts: Bonnie, Angelo, Colin
Unimagined Discoveries, Planet Nine Mysteries, and the Sungrazing CometIn this captivating Q&A episode of Space Nuts, hosts Andrew Dunkley and Professor Fred Watson tackle a range of thought-provoking listener questions that explore the unknowns of our universe. From the potential for undiscovered celestial phenomena to the enigma of Planet Nine, this episode is filled with cosmic curiosities and insights.Episode Highlights:- Unimagined Existence: Bailey from Durban asks whether there are things in the universe that we have yet to imagine. Andrew and Fred discuss the surprises revealed by the James Webb Telescope and the potential for new discoveries that could challenge our current understanding of the cosmos.- The Planet Nine Puzzle: Sarah from Townsville wonders why we can locate distant exoplanets but struggle to find Planet Nine in our own solar system. The hosts explain the challenges involved in observing faint objects close to home and the technology behind planet detection methods.- Comet C2026A1: Eli from Anchorage brings attention to a newly discovered sungrazing comet set to be visible in April. Andrew and Fred delve into what makes this comet special and the uncertainty surrounding its visibility, drawing parallels to previous comet behavior.- Rusty's Solar Pergola: Rusty from Donnybrook revisits his idea of a solar pergola and its environmental implications in light of Elon Musk's satellite plans. The hosts discuss the feasibility and potential consequences of such a massive solar array in orbit.For more Space Nuts, including our continuously updating newsfeed and to listen to all our episodes, visit our website. Follow us on social media at SpaceNutsPod on Facebook, Instagram, and more. We love engaging with our community, so be sure to drop us a message or comment on your favorite platform.If you'd like to help support Space Nuts and join our growing family of insiders for commercial-free episodes and more, visit spacenutspodcast.com/about.Stay curious, keep looking up, and join us next time for more stellar insights and cosmic wonders. Until then, clear skies and happy stargazing.Become a supporter of this podcast: https://www.spreaker.com/podcast/space-nuts-astronomy-insights-cosmic-discoveries--2631155/support.
Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/Check Out UPX:https://theultimatepartner.com/experience/ The Shift from Attention to Trust In this compelling episode, Ashleigh Vogstad, CEO of Transcends, joins Vince Menzione to discuss the tectonic shifts occurring in the global partner ecosystem. Ashleigh shares her firsthand experiences studying AI at Oxford, the rise of the “Trust Economy,” and the controversial Amazon vs. Perplexity lawsuit. They dive deep into the practicalities of becoming a “Frontier Firm,” the importance of building proprietary AI agents, and the ways Gen Z and AI-driven marketplaces are revolutionizing the buyer journey. Whether you are looking to win Microsoft Partner of the Year or navigate the demise of traditional SaaS, this conversation provides a strategic roadmap for leading through the AI revolution. Key Takeaways The economy is shifting from a focus on human attention to a foundation of verified trust. Future commerce will involve “selling to machines” as AI agents begin making purchasing decisions on behalf of humans. Microsoft is prioritizing “Frontier Firms” that integrate AI into every customer interaction and internal process. Gen Z buyers are prioritizing product value and “dupes” over traditional brand names, with 75% of buyers expected to be Gen Z by 2030. To win Partner of the Year, organizations must publicly celebrate “better together” stories with validated customer wins. Modern leaders should transition from a “growth mindset” to a “frontier mindset” to keep pace with rapid technological change. https://youtu.be/xJmd43NvfnI If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Trust Economy, Selling to Machines, Amazon vs Perplexity Lawsuit, Frontier Firm, AI Agents, Copilot Studio, Anthropic Claude, Microsoft Partner of the Year, B2B Marketplaces, Gen Z Buyer Behavior, Digital Freedom, AI Therapy, Ray Kurzweil Singularity, Substack Growth, Co-selling Partnerships, MCI Funding, Azure Accelerate, Agentic AI, Transcending Tech, Ashleigh Vogstad. Transcript Asleigh Vogstad Audio Podcast [00:00:00] Ashleigh Vogstad: The attention economy is about selling to human beings. Now, if you look at something like the Amazon versus Perplexity lawsuit, the whole underlying premise is around the shift of no longer selling to humans directly, but of selling to machines. [00:00:19] Vince Menzione: We just finished Ultimate Partners Winter Retreat here in beautiful Boca to a sold out crowd. Today I’m joined by Ashley Waad. The CEO of transcends for this compelling discussion. Ash, welcome back to the podcasts. [00:00:34] Ashleigh Vogstad: It’s so good to be here, Vince. Thank you. Uh, [00:00:37] Vince Menzione: so well, we’re back in Boca again and we were just here yesterday for the Ultimate Partner Executive Winter Retreat in person. [00:00:44] Vince Menzione: What a great event we had together. [00:00:46] Ashleigh Vogstad: It was phenomenal. Thank you so much for having us there and on stage and, and genuinely the community is like a family, so seeing so many familiar faces and spending some quality time was just great. [00:00:57] Vince Menzione: It has really, truly become like family. It really, I’m, I’m, I’m having so much fun with this and getting to watch. [00:01:04] Vince Menzione: Not just our business grow and our community grow, but to see all of our friends and, uh, organizations like Transcends that have been with us since the beginning, since the very first ultimate partner acting even before the first ultimate partner. And, uh. We were just talking about. I’d love to catch up with what you’ve been doing. [00:01:22] Vince Menzione: Like you just came, you’ve been on a whirlwind. I mean, you’re always, every time like it’s, where’s Ash? She’s, uh, she’s on a plane again, or she’s on, she’s on the slopes. But tell us where you were just this week. [00:01:34] Ashleigh Vogstad: Yeah. The week started in a snowstorm, actually transporting myself from Whistler. I didn’t know if I would make it to the airport, but then down to Silicon Valley and [00:01:45] Vince Menzione: Nice. [00:01:46] Ashleigh Vogstad: Wow, that place is just inspiring and eyeopening. I mean, seeing the Nvidia campus, a MD, it’s really just other worldly and it had me reflecting on, it’s [00:02:00] Vince Menzione: not Whistler. Yeah, it’s [00:02:02] Ashleigh Vogstad: definitely not Whistler. Definitely not Whistler [00:02:05] Vince Menzione: about, [00:02:06] Ashleigh Vogstad: um, yeah, it just had me reflecting on being down there. I used to spend a lot of time in the Valley around 2017 and. [00:02:13] Ashleigh Vogstad: In this theme of AI and kind of what’s really coming, I was, I was thinking about, I had met this woman, Julia Moss Bridge, who’s a neuroscientist studying ai. She had a project called Loving Ai, and I was down there when they had borrowed Sophia, this humanoid robot from S and Robotics. [00:02:32] Vince Menzione: Oh yes. Yes. [00:02:33] Ashleigh Vogstad: Really interesting. [00:02:34] Ashleigh Vogstad: Sophia’s actually a citizen of Saudi. Mm-hmm. First, first robot to actually be made citizen of a country. So they had Sophia set up and the part that was just mind boggling at the time was that Sophia was hosting in real life therapy sessions with actual human beings sitting across the table. And what really struck me as. [00:02:59] Ashleigh Vogstad: Kind of just, you know, that was only eight, nine years ago. And that was esoteric. Wacky and [00:03:05] Vince Menzione: eerie. [00:03:05] Ashleigh Vogstad: Weird. [00:03:05] Vince Menzione: Eerie at the time. [00:03:06] Ashleigh Vogstad: Incredibly eerie. Yeah. I mean, a, a human getting, uh, you know, therapy sessions from a robot sitting across the table. Yeah. And it just had me thinking how far we’ve come today. In 2025, Harvard Business Review said that therapy is actually the number one use case for ai. [00:03:26] Vince Menzione: I’ve heard that. That is striking. I go back to COVID. We were having this conversation last night at at the dinner for the Ultimate Partner event, and I think that COVID allowed us to transcend, [00:03:42] Ashleigh Vogstad: mm-hmm. [00:03:42] Vince Menzione: No pun intended there, but actually accelerate where we are today, that the acceptance of AI and the acceleration, or the ability to accept change so quickly. [00:03:56] Vince Menzione: Started with COVID because we were so, so we were forced on whatever it was, March 10th I think, here in the United States to shut down everything and move to this remote life. [00:04:08] Ashleigh Vogstad: Mm-hmm. [00:04:09] Vince Menzione: And I think we’ve been shocked by that. I think our systems have all been shocked by that. And then here comes chat GBT in November of 2022 and we’re like. [00:04:20] Vince Menzione: Shocked in some respects, but like really everyone has embraced it in such a strong way, and now we’re getting. It’s almost daily update. You know, we’re gonna talk, I know we’re gonna talk about Anthropic and some of the things that’s been happening just in this last month that are striking and changing that have a lot of organizations trying to navigate, which is what, you know, you, you help organizations do. [00:04:43] Vince Menzione: But it feels like this is happening so fast and will continue to happen so fast. And as I said yesterday, I don’t know what this world’s gonna look like by 2030. [00:04:53] Ashleigh Vogstad: You know, and I think the thing is, is that nobody knows what the world is gonna look like in 2030. I’ve been reading Ray Kurz Well’s, the Singularity is nearer, so the original book, the Singularity is near and he’s known to be a very accurate predictionist on the future. [00:05:11] Ashleigh Vogstad: Yeah. But even with someone like that, you know, there, there nobody really knows what the world is gonna look like. And when you talk about COVID. At transcends, we have a value of digital freedom. So I founded the business in 2018, which was pre COVID. I as a fully remote organization, and at the time that was, you know, more groundbreaking, but then very quickly with CI that, that became the so-called new normal. [00:05:37] Ashleigh Vogstad: But we’re always thinking about. You know, remote first doesn’t mean remote only, and I think in this tide of what you’ve talked about, technological change being more acceptable and the pace of change. One of the interesting things that we see as a go-to-market agency is that in-person events are increasing. [00:05:56] Vince Menzione: Yes. [00:05:57] Ashleigh Vogstad: People want and crave the face-to-face. Just like with the ultimate partner series. [00:06:02] Vince Menzione: I felt it. So it was striking yesterday. It, it seems like it’s, again, this was event number nine for us, but to see the, um, uh, receptiveness isn’t the right term, but it was this, uh, people, the, the embracing. Of seeing each other and hugging each other and being in the same room with each other. [00:06:22] Vince Menzione: And even people that didn’t know each other, like by the, the, as the day evolved, this, uh, connection that they all seemed to have with one another during the sessions and participating, everyone actively participated in the sessions. And, um, I said this in the beginning, we’re not a Slack channel and we’re not like some post on LinkedIn. [00:06:43] Vince Menzione: Uh, we’re there, there’s no playbook that’s set today around partnerships or even go to markets and marketing that we could espouse and say, this is the playbook for the next year. Right. It’s, it’s changing so rapidly. [00:06:55] Ashleigh Vogstad: So rapidly, [00:06:57] Vince Menzione: and you’ve embraced it. And I, and what we’re gonna talk about right now, I mean, I, I, you know, you’ve embraced AI in such a strong way. [00:07:04] Vince Menzione: Um, personally and with your business, I want to, I wanna dive in here a little bit. First of all, a couple things For those of those who are listening who don’t know you, I think maybe just a moment about transcends and your role, and then I wanna dive in on how you’re thinking about ai because I know you’re doing some things personally. [00:07:22] Vince Menzione: I want you to share that with, with our listeners and viewers today. [00:07:25] Ashleigh Vogstad: Yeah, great. And I just wanna comment that it was a cool moment yesterday being up on stage with yourself and Mark Monday from ServiceNow and having the audience so engaged and active and Nina Harding from Microsoft stepping up and entering the conversation. [00:07:40] Vince Menzione: So cool. [00:07:41] Ashleigh Vogstad: It just made for such a collaborative experience, which was a cool moment, but yeah. Um, so. I founded this business, transcends a go-to-market agency after being at Microsoft myself. And really our differentiation is deep strategic partnerships with hyperscalers, whether that’s AWS, Google, Microsoft, and you know, that. [00:08:03] Ashleigh Vogstad: It comes with a challenge to be on the leading edge of technology. [00:08:08] Vince Menzione: Yes, [00:08:09] Ashleigh Vogstad: it, it’s really an imperative for our business and we are an AI first firm. Microsoft talks a lot about Frontier Firm, and I’ll take a, a different kind of angle on it. You know, when I think about Frontier. I now think about it as instead of the growth mindset, I now think about a frontier mindset. [00:08:28] Vince Menzione: Frontier mindset. You have to change my principles. [00:08:32] Ashleigh Vogstad: You know, maybe, like you said, the world is changing so rapidly. Yeah, it’s [00:08:36] Vince Menzione: changing rapidly. [00:08:36] Ashleigh Vogstad: And what a frontier mindset means is that as we’re approaching work for our clients, we are thinking about AI innovation in every single customer. Interaction, customer innovation. [00:08:49] Ashleigh Vogstad: So today we’re building AI agents into much of the work that we’re delivering for clients. And as a business owner and leader, I’ve been challenged to also think critically around how I’m choosing to run the company. And right now we’re going through a huge overhaul of where we have data sitting in silos and different applications. [00:09:09] Ashleigh Vogstad: Yep. And getting that into one place with one view so we can start layering on more insight. AI innovation. [00:09:17] Vince Menzione: Yeah. And data’s such an critical part, part of this, as we, we talked about yesterday. But you know, even the, what you said, which is, would, would’ve been striking a year ago to say, we’re an AI first, uh, agency isn’t as striking anymore. [00:09:32] Vince Menzione: Uh, we heard Nina when we were having this conversation on stage yesterday, say that it’s an imperative at Microsoft that the agencies that they choose to work with, the third party vendors that they work with have to be an AI first organization. I have to be a frontier firm, and so I’m a, I am sensitive to the word frontier firm. [00:09:53] Vince Menzione: I understand why Microsoft uses it and I understand the value of what we used to call, you know, customer zero or back in the day we used to say eating your own dog food, but essentially being an organization that has leaned in, in a way, and with ai. Even more so, so important to do it. So tell us, I know you’ve done some things personally as well, but tell, tell us what you’ve done with the organization. [00:10:18] Vince Menzione: Uh, you talked about data and making data available and having, having a true data state as opposed to silos of data, but then you also made some personal investments and sacrifices. I would say. [00:10:30] Ashleigh Vogstad: Yeah. [00:10:30] Vince Menzione: Yeah. In terms of what you’re doing around ai, [00:10:32] Ashleigh Vogstad: so I mean, let’s start on the personal side. I’m the CEO of my organization, and you can read in books or news articles that it is critical for AI transformation to start at the C-suite and specifically in the CEO seat. [00:10:46] Vince Menzione: Yes. [00:10:46] Ashleigh Vogstad: And that really. Landed for me and so I’m personally leading in About two weeks ago, I built an agent, just end-to-end on my own, got into copilot studio. Wow. Got comfortable with the interface. You know, I was clunky moving around in there at first, chose my model. You know, I went with one of the anthropic Claude models for this particular project and built up an agent that can deliver executive communications like. [00:11:14] Ashleigh Vogstad: Thought leadership blogs, uh, LinkedIn posts, but in a particular human being’s voice by ingesting things like their social profiles, their SharePoint sites, where they live and work. And it has been so surprising doing an ab test between just what a chat GBT or a copilot could produce. [00:11:32] Yeah. [00:11:33] Ashleigh Vogstad: In comparison with the authenticity of the voice coming from the agent. [00:11:37] Ashleigh Vogstad: Uh, it was just a really cool experience to roll up the sleeves and get in there. But also I think the, the investment that you’re referring to is, I made a big decision to return to school and uh, got accepted to go to Oxford. [00:11:52] Vince Menzione: Wow. [00:11:52] Ashleigh Vogstad: And I’m studying artificial intelligence there. [00:11:54] Vince Menzione: That is incredible. That is incredible. [00:11:57] Vince Menzione: Oxford, uh, we’ve heard of that school before here in the United States. [00:12:03] Ashleigh Vogstad: You know, it’s been a really great experience. It’s in person, so I’m traveling there about every 60 to 90 days and living on campus. I mean, really, Oxford isn’t. Formally a campus, it’s sort of a, a city and a university all, all ruled into one and the experience has been really powerful. [00:12:21] Ashleigh Vogstad: Yes. One of the things I wanted to get outta the program was a more global perspective, and it’s been fascinating to me that about half the faculty so far, or or professors, guest lecturers that have been coming into the program have been from China or very direct experience working in the Chinese market. [00:12:38] Vince Menzione: That is fascinating. [00:12:39] Ashleigh Vogstad: It’s been a completely different view. Or for example, you know, really digging into some of the legal cases that are driving precedence for how AI is interacting with corporations. [00:12:51] Vince Menzione: Mm. [00:12:51] Ashleigh Vogstad: One of the big ones for me has been looking at Amazon versus p perplexity. This is still a live case that’s happening right now. [00:12:58] Ashleigh Vogstad: And you know, I think it was Forbes magazine that the headline was the End of Commerce for this case because it’s really about. How human beings are being replaced with machines and hearing some of the world’s leading thinkers, leading AI researchers on these topics has just been really expansive. [00:13:19] Vince Menzione: It’s fascinating. [00:13:20] Vince Menzione: I mean, it’s, this started a couple years ago with, uh, Hollywood, in fact. Suing the industry or suing the technology companies with regards to, uh, employment, right? Mm-hmm. About the, the, uh, copyright infringement and what’s gonna happen in the entertainment industry. And I think that was just a one very small example. [00:13:40] Ashleigh Vogstad: You know, voice people think about DeepFakes. Yeah. And they think about video, but actually voice is a big issue. And you look at the, um, you know, the what happened between Scarlett Johansson and her voice in her, and then open AI rolling out a voice that sounded identical. Sounds like her. [00:13:59] Vince Menzione: Yeah. [00:13:59] Ashleigh Vogstad: To Scarlett Johansen and, and where that went. [00:14:01] Ashleigh Vogstad: It’s, it, this is a new ground for, for everybody that we’re going through right now. [00:14:07] Vince Menzione: It is. We can dive and go in so many different directions, but let’s talk about marketing and advertising since that’s kind of. Transcends core, and a lot of the people that watch and listen to us are in the partnership world. [00:14:22] Vince Menzione: They’re leading organizations, they own organizations, the the chief executives or CVPs of organizations. Let’s talk about advertising and where that’s going. [00:14:32] Ashleigh Vogstad: Yeah, great. [00:14:33] Vince Menzione: Yeah, [00:14:33] Ashleigh Vogstad: I mean, uh, I love Marshall McCluen. He’s a Canadian theor, uh, media theorist, and in 1964, he very famously said, the medium is the message. [00:14:43] Ashleigh Vogstad: And what that really means when you peel back the layers is that every type of communication medium has these inherent biases. And I think what we’re experiencing right now is this new medium of artificial intelligence, and I’m really interested in exploring what that means for the media world. So. If I gonna take you back to 1997, there’s this really famous, the Innovator’s Dilemma. [00:15:10] Ashleigh Vogstad: Yes. Kind of a classic business 1 0 1 type book by Clayton Christensen. Yes. And he talks about this theory of disruption where new technologies, emerging technologies start at the low end of the market. They gain this momentum and they eventually displace incumbents. And you know, sometimes seemingly out of nowhere. [00:15:28] Vince Menzione: Yeah. And Microsoft was a good example of this at that time. [00:15:32] Ashleigh Vogstad: Def, [00:15:32] Vince Menzione: yeah. [00:15:33] Ashleigh Vogstad: All the big players. All the big players. I mean, Google go for search as well, right? So that’s one of the classic examples. And so. If we look at storytelling technology, you have things like chat, GBT and Sora entering the scene. And in the beginning, you know, they’re producing a shitty first draft. [00:15:51] Ashleigh Vogstad: Uh, you know, it’s things like post-apocalyptic dogs with five finger human beings. Yeah. Things like this. But, you know, and they really lacked emotional resonance. But as we all know. That’s not the case anymore. No, it’s [00:16:05] Vince Menzione: not. [00:16:06] Ashleigh Vogstad: AI is increasingly producing content that is very powerful and is starting to resonate with people. [00:16:13] Ashleigh Vogstad: You know, I’m definitely not a neuroscientist, but if we, we look into the neuroscience, it’s your cortical sal circuit that. Kind of is responsible for pattern recognition and it compares what you’re seeing in the real world with what you expect to see. So when you take this into a space of advertising, you know, if there’s an ad that is AI generated, that is just weird and kind of. [00:16:38] Ashleigh Vogstad: Tweaking for you. [00:16:39] Vince Menzione: Like that robot we were talking about earlier, [00:16:41] Ashleigh Vogstad: like the robot we were Exactly, yeah. Like Sophia, you enter what psychologists call the uncanny valley, so it’s like what you’re looking at isn’t exactly what you’re expecting to see and the Spidey sense is, is tweaking. You know, that’s a low place of emotional resonance. [00:16:58] Ashleigh Vogstad: This world is changing really, really quickly and we’re seeing AI generated media make huge impacts in the market Now, tools like Luma Dream Machine, I mean, it’s incredible what they can achieve today. [00:17:11] Vince Menzione: It’s fascinating. We see it in, you know, I spend a lot of time on LinkedIn. That’s sort of the world of our business community, and you can very easily detect when someone is doing a post. [00:17:22] Vince Menzione: Or they’re writing an art, whatever they’re doing. Right. Some type of draft of something. Uh, and you can tell when it’s ai, I mean, it’s so easy to tell, and even people are generating reports and claiming that their research papers or studies or whatever they call them, uh, and it’s AI generated and it’s just the authenticity isn’t there. [00:17:39] Vince Menzione: The, the sense that this is real. That it can be trusted is not there. And I think trust is what we’re talking about here too, as well. [00:17:47] Ashleigh Vogstad: Yeah. I mean, let’s go to authenticity ’cause that’s super important. Yeah. And I know a lot of your listeners, you come from the hyperscaler world of partnerships. You need to have that differentiated, better together story. [00:17:59] Ashleigh Vogstad: Yeah. It’s really important to have an authentic voice in market. And I think about that also in terms of platforms and channels. We’re seeing a decrease in certain major social media platforms, and yet Substack spiked 48% in monthly active users last month. [00:18:15] Vince Menzione: That’s [00:18:16] fascinating. [00:18:16] Ashleigh Vogstad: Um, you know, and I think that one of the reasons is it’s viewed as a more authentic channel where you’re getting thought leadership from people that you’re, you know, genuinely interested in hearing their, their points of view. [00:18:28] Ashleigh Vogstad: And I think that’s really an important piece in here. [00:18:31] Vince Menzione: Yeah, you mentioned this yesterday and you had me thinking about it as well because we have used LinkedIn for everything internally, our newsletter, which has been around for six or seven years now. But that Substack is really, and I go to Substack too, to, if I really wanna dig in on a topic. [00:18:47] Ashleigh Vogstad: Mm. [00:18:47] Vince Menzione: And there’s a particular author that I like their point of view, I’ll follow, I’ll follow them on Substack. [00:18:53] Ashleigh Vogstad: Yeah. I mean, and this comes, maybe brings us around to who is the buyer and who is the audience, and who do we need to be thinking about when we’re designing sales and marketing programs. And really we’re, we’re shifting into the place of the Gen Z buyer by 20 30, 70 5% of buyers are gonna be Gen Z. [00:19:12] Ashleigh Vogstad: They’re gonna control 12 trillion in. Spend [00:19:16] Vince Menzione: by 2030. ’cause we, we’ve been, we’ve been saying that the millennial is the new buyer the last three years. I think Jay said it right here at this stage. [00:19:23] Ashleigh Vogstad: Mm. [00:19:24] Vince Menzione: Um, so now it’s Gen Z. [00:19:27] Ashleigh Vogstad: And they’re buying online. Yeah, they’re buying in marketplaces. Yeah. So a stat recently was that roughly half of them made purchases on the social platforms of YouTube, Instagram, or TikTok in the last month. [00:19:39] Ashleigh Vogstad: I mean, that buyer behavior of being inside. Social type application and directly making a purchase. And I think in the B2B world, we need to take lessons from here and start thinking more front and center than we even have been around marketplaces. I mean, part of my reason for being in Silicon Valley this week was to celebrate a $12 million transaction that happened via Marketplace and two years ago that would’ve been a huge deal. [00:20:06] Ashleigh Vogstad: Huge, [00:20:07] Vince Menzione: huge. [00:20:07] Ashleigh Vogstad: And, and it still is a really big deal, but these things are becoming. More and more common experiences. Very much so. We need to be there and in that conversation. [00:20:16] Vince Menzione: So how are you thinking about it? How are you directing your clients to behave or act around it? What are you, what are you doing exactly that we could take to this community perhaps and share with them. [00:20:28] Ashleigh Vogstad: I’ll bring it back to the authenticity piece because you need to have a product that delivers value first and foremost. There is, there is no substitution for that. Yeah, and what I would say is. One of my professors at Oxford, Eric Zow, he has this theory that I’m really digging into and finding very fascinating, which is that for the last several decades we’ve been in the attention economy, and that’s shifting to the trust economy. [00:20:55] Ashleigh Vogstad: Now the attention economy is about selling to human beings. Yeah. It’s about the, the business model is essentially that you need human being eyeballs on lists of recommendation links. Yeah. Whether that’s from Google or from, you know, searching, shopping on Amazon, you get this list of recommendation links and the economic engine that drives that business model is advertising. [00:21:19] Ashleigh Vogstad: Now, if you look at something like the Amazon versus Perplexity lawsuit, the whole underlying premise is around the shift of no longer selling to humans directly, but of selling to machines, or in other words, agents who are making purchases, s on behalf on your behalf. And an agent isn’t going to be razzle dazzled by some inauthentic story. [00:21:44] Vince Menzione: Yeah. [00:21:44] Ashleigh Vogstad: They’re gonna be looking for third party validation on Exactly. You know, they need to be sure that they’re making the right decision. [00:21:51] Vince Menzione: They’re gonna look at surveys, they’re gonna look at customer comments. Like if I went through my Amazon site and I was looking to see what people said about the purchase or the product and specifically Exactly. [00:22:01] Vince Menzione: The agent’s gonna do this on my behalf, is what you’re saying. [00:22:04] Ashleigh Vogstad: This is what I’m saying. Yeah. And, and. I believe that to layer on top of, you know, Eric Z’s philosophy, I’ve been thinking about this in terms of the hyperscaler world, and I think that this is the time to lean into co-selling partnerships. [00:22:18] Ashleigh Vogstad: Yeah, because being third party validated by somebody like AWS Microsoft and having all that co-sell data, what are your recent wins? Yes, that’s really high integrity, trusted data source for an agent to make a purchasing decision, and marketplaces are a key part of that. [00:22:35] Vince Menzione: So we’ll move from AI will take a, a more active role in the marketplace. [00:22:40] Ashleigh Vogstad: I definitely believe so. [00:22:42] Vince Menzione: Which makes total sense. I, you know, we’ve been doing this for nine or 10 years now, and when I was at Microsoft, we started co-selling. In fact, it was, uh, Aaron Feiger was up on stage yesterday talking about it. Right? January of 2016, co-selling began. [00:22:55] Ashleigh Vogstad: Mm. [00:22:56] Vince Menzione: And there were only a few companies doing it. [00:22:59] Vince Menzione: Right. So she worked with one of the very first ones that were doing it. Uh, the challenge we have today is there are tens of thousands of partner organizations in the marketplace that are all trying to get the attention of the Microsoft sellers. Hmm. As, or the Google sellers or the AWS sellers and tell their story. [00:23:19] Vince Menzione: And a seller only has so many minutes in a day, they have a quota that they have to hit. These quotas are tens, if not hundreds of millions of dollars of annual quota of cloud consumption. And I wanna sell my $50,000 widget, whatever it is. Yeah. Right. And I, I don’t understand why I’m not getting a callback. [00:23:38] Vince Menzione: And this, this is the dilemma we’ve faced because of, because of this, uh, scarcity of time and this over overwhelming of tech, you know. Tech, tech buyers trying to make this all happen, so now the AI can come in and help me solve for it as a seller, right? [00:23:55] Ashleigh Vogstad: The AI is definitely acting as an interface to make recommendations to field sellers in different organizations and. [00:24:04] Ashleigh Vogstad: To, to kind of take this on a, a tangent. Dupes. So a dupe. I know people of my generation, we’d think about this like a knockoff Right. You know, a knockoff handbag. [00:24:15] Vince Menzione: Yep. [00:24:15] Ashleigh Vogstad: Dupes have exploded. [00:24:16] Vince Menzione: Fake. Fake Rolexes. [00:24:18] Ashleigh Vogstad: Exactly. The fake Rolex for sure. And I think it was in December, P WC rolled out a survey. 81% of Gen Z were planning to purchase a dupe this holiday season. [00:24:29] Vince Menzione: That’s wild. [00:24:30] Ashleigh Vogstad: Dupes can be, you know, we gave luxury, good examples, but Louis [00:24:34] Vince Menzione: Vuitton and yeah. So, [00:24:35] Ashleigh Vogstad: but furniture, these sorts of things. And the important takeaway here for tech is the same principle will land, is that people are looking for value out of a product, not necessarily a name brand. AI is accelerating this whole process, and agents are gonna be looking at the same thing. [00:24:56] Ashleigh Vogstad: They’re looking for that authenticity in terms of the actual product value. So, you know, beware there’s lots of disruption happening in the market right now with this dupe mentality, which is actually a cultural shift talking about I appreciate value over a superficial. Brand name. In some cases, there’s also a, a small contrary trend where certain luxury goods are rising because yes, things are never that simple. [00:25:22] Vince Menzione: So you work with a lot of these tech companies, a lot of SaaS companies, is we, we call them ISVs, we also call them, uh, software development companies. Now we keep changing these acronyms around. Uh, there’s been a lot of, uh, consternation in that segment, I would say, around ai. Right, because a lot of them are getting told that they’ll be outta business in a few years. [00:25:43] Vince Menzione: Mm-hmm. I think Satya Nadella famously said this last year that SAS will go away. Right? He’s predicting the demise. How do you help some of these organizations to differentiate? And there’s some of these are huge value organizations. We have have them in the room with us, ServiceNow and Veeam and Adobe. [00:26:01] Vince Menzione: Um, how do you help them achieve their results? ’cause that’s what you, you know, your organization is really helping these organizations to achieve their pinnacle as a partner. What do you, what do you say to them now and how do you help them through this time? [00:26:16] Ashleigh Vogstad: I’m on the side of the fence that I really can’t see an organization ripping out something like Salesforce, Adobe, ServiceNow. [00:26:24] Vince Menzione: Agreed. [00:26:24] Ashleigh Vogstad: I mean that the amount of change management and. The extent to which these, these platforms are embedded, actually running and operating organizations. I personally, if, if we’re calling those companies, SaaS companies, I don’t agree that that layer is gonna go away. I mean, we’re seeing these organizations lean into AI in a huge way to borrow Microsofts. [00:26:50] Ashleigh Vogstad: Term, you know, they’re all becoming frontier firms. [00:26:54] Vince Menzione: Yes. [00:26:54] Ashleigh Vogstad: So where I would go to, to answer that question, we do work with many, you know, organizations on that caliber, on things like their marketplace strategy on how to light up the fields of different hyperscalers. It really does come down to things like having a strong drumbeat with the Microsoft field, celebrating your win stories. [00:27:15] Ashleigh Vogstad: Maybe that’s where I’ll land as Please do the marketer, because it sounds so simple, and I don’t know why we kind of continue to come back to this, but we’re talking about that third party validation and really, um, in order to have that, like what the hyperscalers want is you jointly celebrating success. [00:27:36] Ashleigh Vogstad: Here’s the kicker. Publicly. [00:27:38] Vince Menzione: Publicly, [00:27:39] Ashleigh Vogstad: you know, you need a customer story on your website, a press release that contains a quote from your customer. Ideally, also a quote from an executive at one of the hyperscalers. Like, actually lean in to live the value of your better together story. And when you do that, when you, when it comes around to partner of the year time, and we talk to you about, okay, what client stories are we gonna feature? [00:28:03] Ashleigh Vogstad: We’re even gonna know because when we Google you, we can see the public press of the joint wins that you’ve been celebrating. And I can tell you that that is a huge indicator on whether or not you’re well-placed to be in the 4% of partners who actually win Partner of the Year award’s. [00:28:20] Vince Menzione: Fascinating to me. [00:28:21] Vince Menzione: ’cause to me it would feel like table stakes maybe ’cause where we sit is ultimate partner and where this room sits with all the top partners that I just assume that everybody follows that. That, that guidance. [00:28:34] Ashleigh Vogstad: Mm. [00:28:34] Vince Menzione: And so this is really impactful and I want to get here because I know you spent a lot of time here and we’ve talked about it before, but I think the partner of the year awards, when we first met many years ago, that was a you, you’ve expanded the business, but that’s still a core mission and and value that you bring to the community and to the partner ecosystem is helping them through this process. [00:28:55] Vince Menzione: So I know that that’s gonna be coming up soon, so I thought maybe we’d spend a couple moments on that. [00:29:00] Ashleigh Vogstad: Partner of the Year awards, regardless of which partner, I mean, Salesforce has their own awards there. There’s more and more award programs coming out, and they’re a great way to celebrate the incredible work that your organization has done. [00:29:13] Ashleigh Vogstad: Jay McBain is brilliant on this. He’ll talk a lot about the increase in valuation. Yeah. The, the increase in stock valuation or the likelihood that if you’re looking to be acquired, that you’re acquired within 12 months of a partner of the year win it. It’s really impressive. There is strong business value there. [00:29:33] Vince Menzione: He like, he likes, he likes to tell the story of that when the award is handed to them and they go back into the audience, that the private equity people are all over them right then and there and making offers. I mean, that’s the visual that you get [00:29:47] Ashleigh Vogstad: and it’s very powerful. Yeah. Very powerful. It’s very powerful and it, it can make it worthwhile to invest in the process, but don’t invest in the process if you haven’t been investing in the process for the 12 months. [00:29:57] Ashleigh Vogstad: Prior, [00:29:58] Vince Menzione: exactly. [00:29:58] Ashleigh Vogstad: The Microsoft field or you we’re talking about Microsoft Partner of the Year Awards. They need to know about your win that that needs to be top of mind for them. Yeah. How much Azure revenue is it driving? Was it a huge marketplace? Build sales and. You know, one of the questions I get asked a ton, everybody wants to know how do we get money out of the hyperscalers? [00:30:20] Ashleigh Vogstad: How do I get access to marketing development funds or all these different programs? Yeah. You know, at Microsoft, some of these programs are like EI and customer investment funds or Azure Accelerate, you know, and there’s millions and millions and millions of dollars in these, these buckets of funds, but. [00:30:36] Ashleigh Vogstad: An interesting point of view is that it’s actually a scorecard metric for many people at Microsoft who have partnership roles for you to be drawing down those funds. [00:30:45] Vince Menzione: Yes. [00:30:45] Ashleigh Vogstad: You know, your interests are actually aligned here, and so again, when it comes to Partner of the Year awards, how much money have you pulled down? [00:30:54] Ashleigh Vogstad: How much have you been an activating partner of key Microsoft programs that they’re pushing? What are you doing with marketplace rewards? How are you resing? Those into your business. These are the types of things that you really wanna be thinking about. Sitting it. You know, this time of year we probably will get the awards were likely be due in July. [00:31:13] Ashleigh Vogstad: They haven’t officially announced timelines, but you’ve got a few months to start moving these pieces into place. [00:31:18] Vince Menzione: And there are quite a few of them. And to your point, Nina, when she was up on stage here yesterday, there were at least 10 or 12 award. Uh. Funding categories that were on her, that were on her slide. [00:31:31] Vince Menzione: Her partner, her partner slide. So, [00:31:33] Ashleigh Vogstad: and what great looks like for a partner is that you understand your end-to-end funnel as it is mapped to Microsoft’s SEM model, the Microsoft customer Engagement model. Mm-hmm. The first stage there, inspire and design. That’s really the marketing space of lead generation. [00:31:50] Ashleigh Vogstad: So how are you generating leads with webinars, in-person, event activations, digital campaigns, and then at the very end, in the fifth column, you have the Microsoft outcomes that you’re driving. Yes. Whether that’s Azure consumed revenue, marketplace build sales, co-pilot, monthly active usage, these sorts of things. [00:32:10] Ashleigh Vogstad: And in each of those SEM swim lanes. There’s Microsoft funding associated to it. And that’s one of the things that Nina Harding was showing yesterday. When and where does it make sense to make requests for EA funds versus Azure accelerate the MCI funding? There’s different workshop proof of concept funding, and those all fall at specific stages in that EM model. [00:32:33] Vince Menzione: And what you’re also pointing out in this conversation is that the co the partners need to understand that mm, they need to understand MM. We talked about it years ago. I’ve had, haven’t had anybody on stage recently talk about m You could probably take us through that if we wanted to devote some time here, uh, and then understand all of those categories and how to access those funds. [00:32:52] Ashleigh Vogstad: Yeah, it’s critical and. The number one place we point partners, if you want a quick overview of what that looks like is to Microsoft’s FY 26 solution playbooks. Nice. They’re available on the web for download. There’s, well, there used to be three, but they’ve added a few agen being, being one. So, so there’s a handful of, they had [00:33:11] Vince Menzione: simplified it, now they’re, now they’re expanding it back again. [00:33:14] Ashleigh Vogstad: Yeah, exactly. I think there’s now a breakout for security as well. Yes. So take a look at those playbooks. It will map programs and incentives very specifically to each solution area and to each sales play that are gonna be available to you. And then we’re always happy to guide people through the details [00:33:32] Vince Menzione: as well. [00:33:32] Vince Menzione: I love that. I love that. And reach out to the. Ashley is just amazing at this process. I’ve, I’ve watched her for years now, work with some of the top, what have become the pinnacle partners of Microsoft and with the award season coming up. So we wanna make sure we have a plug there. But I also wanna talk about like, podcasts with you. [00:33:50] Vince Menzione: Um, you’ve been on this podcast multiple times, been in the studio before doing this, and I understand you have your own podcast now. So tell us about that. [00:33:58] Ashleigh Vogstad: Yeah, Vince, I just wanna say. As a friend and a mentor. You’ve been so inspiring. Thank you. And I think from years ago when we met, there was this seed in my brain of, you know, I, I should really get out there. [00:34:13] Ashleigh Vogstad: And you talk a lot about growth mindset and fear setting is, is one of Tim Ferriss’s terms? Yes. And models. [00:34:21] Vince Menzione: I love Tim Ferris. I’ve been, been a fan of his for 10 years now. So that’s settled. We all got started with this. Sorry. Sorry, I [00:34:26] Ashleigh Vogstad: interrupt. No, no, not at all. [00:34:27] Vince Menzione: Yeah. [00:34:28] Ashleigh Vogstad: And. I think it’s just been, it’s been back there. [00:34:31] Ashleigh Vogstad: Yeah. That I’m really passionate around having voice is how I think about it. And as a marketing agency, we’re really amplifying the voice, um, or helping companies to find their voice, particularly in hyperscaler partnerships. And what better way to assist, you know, authentically the amazing people in our network, in our community and our clients than with our own channel where we can celebrate their stories and success? [00:35:00] Vince Menzione: Very cool. [00:35:01] Ashleigh Vogstad: So the podcast is called Transcending Tech. It’s about [00:35:06] Vince Menzione: very cool transcending tech. Just so you don’t [00:35:08] Ashleigh Vogstad: transcending tech. [00:35:08] Vince Menzione: It’s out there now. [00:35:10] Ashleigh Vogstad: It, we just released our first episode. Okay. I think two days ago. [00:35:13] Vince Menzione: So by the time we’re live, yes. We’ll, we’ll be able to access it. Good. [00:35:17] Ashleigh Vogstad: You will be able to access it. [00:35:18] Ashleigh Vogstad: The first episode is with Alyssa Fit. Patrick from Elastic. [00:35:21] Vince Menzione: Oh my goodness. [00:35:22] Ashleigh Vogstad: And the concept of the podcast, it’s long form and it’s really about getting to the people behind the platforms. [00:35:29] Vince Menzione: Very cool. [00:35:29] Ashleigh Vogstad: And to the stories that transcend technology. So we’re here to get to know the human beings behind. Agents. [00:35:38] Vince Menzione: Yeah. [00:35:38] Ashleigh Vogstad: And taking the time to, to go in deep and really explore that. [00:35:43] Vince Menzione: So I am excited to see all the developments here with the, with the podcast. And you’re gonna be joining us again. You were just here, you in Boca. But you’ll be joining us again in Bellevue. Not too far a little bit. Closer ride or travel, uh, for you to come to Bellevue. [00:35:57] Vince Menzione: We’re gonna be hosting the first ultimate partner live, which is our larger events in this beautiful facility, this new Intercontinental hotel, which is fabulous. And, uh, you’re gonna be taking a more active role. Your leadership around AI is. Palpable and we’re gonna love to have you on stage and talking through some of the changes. [00:36:17] Vince Menzione: I, I suspect by the time we get to Bellevue we’ll have a lot more to talk about. That hasn’t even happened yet. [00:36:23] Ashleigh Vogstad: Yeah, I’m really excited. I’ll have been through my next cohort at at Oxford, kind of coming out hot from there back to the Pacific Northwest, and really excited to just share the learnings and Awesome. [00:36:35] Ashleigh Vogstad: Genuinely. It’s also helping me in my own research, really formulate particularly around the role of ag agentic AI in hyperscaler partnerships. [00:36:43] Vince Menzione: That’s so cool. And then what I’ll say is this, and I don’t know, we on the space perspective, and I’ll, the team will probably hang me for this because we haven’t done it yet, but if you wanna bring the podcast along with you, there might be, we’ll see if we can find an extra room for you to set up. [00:36:58] Vince Menzione: If you wanna do some interviews while you’re. In, at the event. So [00:37:02] Ashleigh Vogstad: you’re so generous, Vince. [00:37:03] Vince Menzione: That’s [00:37:04] Ashleigh Vogstad: amazing. [00:37:04] Vince Menzione: Thank you. Again, I can’t say for certainty yet, but, uh, let’s see, let’s see what happens with that. So, uh, let, let’s, uh, you know, I always, we, we have known each other for years and I just assume everybody knows this amazing Ashley sda. [00:37:19] Vince Menzione: But, um, we always, I like to ask this question because it helps us kind of dig in a little bit about you personally. And it’s my favorite question. I ask all my guests this question now, and it’s, um, you’re hosting a dinner party, Ashley, you are, pick a pace, place, you wanna have this dinner. We could talk about parts of the world. [00:37:36] Vince Menzione: You’ve traveled all extensively. Uh, and you can invite any three people, guests from the present. Or the past to this amazing dinner party you’re throwing. Whom would you invite and why? [00:37:52] Ashleigh Vogstad: It’s a beautiful question, Vince and. Instantly I go to a place in terms of the location, since you asked that part, which was surprising. [00:38:01] Ashleigh Vogstad: I, I like that is my home. I, I love where I live up in Whistler, Canada and [00:38:08] Vince Menzione: I hear it’s beautiful. I haven’t been yet, [00:38:10] Ashleigh Vogstad: it’s so gorgeous and it’s, it’s my own sanctuary. You know, I live on a plane 75% of the time and coming back to that place is really grounding for me. Yes. So, so I would love to have it at, at my home and to invite. [00:38:24] Ashleigh Vogstad: Pippa Malrin would be one. She, Pippa [00:38:26] Vince Menzione: Malrin. [00:38:27] Ashleigh Vogstad: Yeah. She’s sure. I get an advisor to the White House for many administrations. Okay. She’s an economist and she just has really interesting perspective on geopolitics. Uh, I follow her on Substack ’cause she’s a big substack. Okay, now [00:38:41] Vince Menzione: I need to look. This is awesome. [00:38:42] Vince Menzione: The [00:38:43] Ashleigh Vogstad: mal, she’s fantastic. I would say Dr. Lisa Sue, the CEO, Dr. Lisa of a md. [00:38:49] Vince Menzione: Okay. Yes, yes. I know a little bit about her. [00:38:51] Ashleigh Vogstad: So she was one of Time Mag, I think she was the only woman in Time Magazine’s, group of people of the year, which was basically this AI cohort in including, you know, the Elon Musks of the world. [00:39:03] Ashleigh Vogstad: Uh, it’s just so impressive what she’s doing with leadership in a MD. I don’t think it’s as public as. Anybody else who is on the cover of that magazine, but it’s incredibly powerful. [00:39:14] Vince Menzione: Yeah, they’ve made a com uh, turnaround’s probably not the right word, but it seems like they’ve made a tremendous, uh, gains turnaround probably in the last few years. [00:39:23] Ashleigh Vogstad: I would say that many would say turnaround. And then lastly is Dr. Fefe Lee, who. For those in the AI space, particularly AI research space. I mean, she’s arguably number one. Um, she’s leading at Stanford currently. [00:39:37] Vince Menzione: Wow. This is gonna be a heady conversation, but you know, I love conversations. So if you don’t mind, maybe I’ll bring dessert and come, come in for a few moments, maybe do some podcast interviews there. [00:39:48] Vince Menzione: How’s that? [00:39:49] Ashleigh Vogstad: That sounds absolutely perfect, Vince, [00:39:50] Vince Menzione: so, so good. So good to have you here today. So great. Good to have you in the studio again, and, uh, excited for transcends and all the great work you’re doing. Um. This time with ai. I think you, uh, we talked about this a little bit last night. I think you’ve made some really wise, personal and professional decisions about how to lead and how to take this forward and not kind of rest on your laurels, which you see so many organizations do People fear change [00:40:17] Ashleigh Vogstad: Hmm. [00:40:18] Vince Menzione: And you embrace it, which is just, it’s astounding to me that you do that and, um. I look forward to working with you in the future and for years and years to come. So I will ask you one more question though, because we are still at the precipice of these tectonic shifts and we’re still early in 2026. And so for our listeners and our viewers today, what would be the one thing you would tell them that they need to go do now that possibly they haven’t done yet as they prepare for 2026 and beyond? [00:40:52] Ashleigh Vogstad: The generic phrase would be, be curious, but if we want an action, it would be go build an agent. [00:40:59] Vince Menzione: Go build an agent [00:41:00] Ashleigh Vogstad: if, if you haven’t already. Yeah. And, and I’m, yeah. Speaking hopefully to like a business audience, you know, to, to anyone. Yeah. Really, um, find something that is interesting that you’re passionate about. [00:41:12] Ashleigh Vogstad: A, a use case that it doesn’t have to be some big thing. It could be quite mundane, but just something that’s gonna help you in your role. It’s, you know, what is creativity is an interesting question, and I can tell you that sitting down and hands-on keys and actually creating something is, is a beautiful, powerful experience. [00:41:32] Vince Menzione: Yeah. Awesome. All right. We’re all gonna go create agents this weekend, so thank you for listening. Thank you for viewing the Ultimate Guide to partnering on our YouTube channel, ultimate Partner, and on each end of your platforms at the Ultimate Guide to partnering. Thank you for being with us and supporting us all these years. [00:41:50] Vince Menzione: Thank you. Don’t forget, ultimate Partner Live is coming soon, May 11th through the 13th in beautiful Bellevue, Washington. I hope to see you there.
Today on Chicks on the Right, we sit down with Zach Abraham of Bulwark Capital Management to break down a major shift among 25–39 year olds: investing over home buying. With new data from JP Morgan showing young Americans pouring money into the stock market instead of real estate, we ask the big questions: Is this smart? Are they building wealth—or gambling? And what happens when “squirrel investing” takes over? We dive into: * Why chasing crypto, Forex, and meme stocks rarely works * The myth that “everyone can beat the market” * Why diversified ETFs still win long term * Elon Musk's claim that you don't need to save for retirement * AI replacing junior analysts—and how to stay indispensable * Inflation, money printing, gold at $5,100, silver at $83 * Why sitting in cash could be your biggest mistake * Commodities, natural resources, oil, copper, and real assets * How to invest wisely without going full-time Wall Street If you're worried about inflation, AI disruption, retirement savings, or whether you should buy a house or buy stocks—this episode is for you. Schedule your FREE risk review from Bulwark Capital at https://KnowYourRiskPodcast.com Subscribe and stay tuned for new episodes every weekday!Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramTikTokXLocalsMore InfoWebsite